大行評級|里昂:予長汽“跑贏大市”評級 對下半年盈利增長勢頭保持樂觀
里昂報吿指出,長汽次季初步業績符合該行預期,海外市場持續貢獻穩健利潤,而集團於國內市場繼續採取謹慎策略應對電動車趨勢,平衡中國市場份額和獲利能力。同時,長汽旗下坦克(Tank)於國內的需求激增,顯示越野SUV市場仍由長汽主導,其他電動車廠商很難搶佔份額,因此該行認為長汽將繼續受惠。該行認為,長城汽車憑藉多年於傳統內燃機(ICE)經驗,將能夠在海外穩步擴張,料今財年出口量達到45萬至50萬輛。
該行對集團下半年盈利增長勢頭保持樂觀,給予其“跑贏大市”評級。
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