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研報掘金丨長江證券:維持長城汽車“買入”評級,有望持續推動銷量業績雙提升
長江證券日前研報指出,長城汽車(601633.SH)5月銷量達9.1萬輛,海外銷量受國際航運影響環比略有波動。短中期看,公司出海加速疊加國內坦克等高價值車型佔比提升有望推動公司銷量與業績成長,長期看,公司四大拓展戰略打開銷量長期增長空間,智能化轉型開啟全產業鏈盈利空間。智能化時代下,數據與算法為競爭核心,長城汽車積極推動銷量與車型智能化的發展,未來在智能化的實力有望不斷加強。公司加速全球化佈局,堅定新能源轉型,積極變革創新,有望持續推動銷量業績雙提升。維持“買入”評級。
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