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研報掘金|國泰君安:上調吉利汽車目標價至14港元 維持“買入”評級
國泰君安發表報吿,維持予吉利汽車“買入”評級,目標價由13.33港元小幅上調至14港元。考慮到吉利汽車上半年銷量規模超預期,公司調高全年銷售目標至200萬輛,加上產品陣型進一步強化極氪和銀河的銷量,新能源汽車加速轉型提升盈利能力,予2024至2026年目標市盈率目標分別為18倍、15倍和14倍。報吿指,吉利首季業績基本符合該行之前預期,中高端新能源汽車品牌銷量繼續實現突破。隨着下半年推出極氪Mix和極氪CX1E,預計下半年汽車銷量將進一步增長。新車週期有望推動公司銷量增長。
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