研報掘金|中金:上調長城汽車目標價至16港元 維持“跑贏行業”評級
中金公司發表研究報吿指,長城汽車5月的批發量受數個因素影響,新能源汽車持續增長,而海外銷量維持穩健。報吿提及,公司5月批發銷量按年及按月計均錄得跌幅,主要是因為缺乏新產品發佈、農夫車的季節性低迷及出口到海外市場的運輸。中金公司亦指,公司在粵港澳大灣區車展展示三款旗艦車型,反映其持續推動高檔產品。該行又提出,運費和税率上升是短期顧慮,預計在新車型週期和渠道調整的推動下,銷售量將逐月上升。中金公司上調長城汽車H股目標價10%至16港元,維持“跑贏行業”評級。
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