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研報掘金丨首創證券:首予北汽藍谷“買入”評級,增資擴股優化資本結構

首創證券研報指出,國內新能源汽車市場競爭非常激烈,今年北汽藍谷(600733.SH)做出積極改變,以提升銷量為核心。截至8月數據,公司8月銷售1.3萬輛,同比增長66%,今年1-8月累計銷量達到5.2萬輛,同比增長12.15%。公司全力打造極狐、享界和BEIJING三大品牌。其中,公司聚焦資源打造高端智能新能源汽車極狐品牌。享界品牌是公司旗下全新品牌,該品牌下首款合作車型全景智慧旗艦轎車享界S9由北汽新能源與華為聯合打造,上市20天大定超過8000台。公司坐落北京的享界超級工廠,作為公司與華為合作車型、極狐車型的生產基地,充分體現了高端製造和智能化理念,目前工廠產能為12萬輛,後續預留產能30萬輛。此外,公司增資擴股,優化資本結構,促進公司業務發展。首次覆蓋給予“買入”評級。

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