研報掘金丨國投證券:維持長城汽車“買入-A”評級 坦克6月銷量表現亮眼
國投證券研報指出,認為長城汽車(601633.SH)6月銷量整體符合預期,環比增長主要系出口及坦克銷量增長帶動。坦克6月銷售2.6萬台,環比+28%、同比+104%。新能源越野行業空間大,坦克系列銷量表現亮眼,後續產品矩陣完善有望進一步貢獻業績增量。考慮到公司2024年新能源越野和出口業務增長下銷量結構明顯優化,盈利有望顯著上行,給予公司2024年25倍市盈率,對應6個月目標價38.2元/股,維持“買入-A”評級。
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