大行評級|星展:上調吉利目標價至11.7港元 上調2024及25財年盈測
星展的研究報吿指,吉利如市場預期將全年交付目標上調至200萬輛,亦對其海外業務有信心,將其銷售額目標由30萬輛提升至38萬輛。該行因為吉利今年上半年交付量勝期及車型管線強勁,而分別上調2024及2025財年的盈測2%及3%,亦升目標價至11.7港元,維持“買入”評級。該行提出,吉利及極氪品牌旗下強勁的車型對於提高今年下半年及2025年的銷售量極為重要,料毛利率將在未來連續數個季度改善,在2024財年有望可達15.4%。星展亦料,極氪2024年次季按香港財務報吿準則可達收支平衡,新推出的Zeekr X理應可提高公司下半年的銷售展望。
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