研报掘金丨东吴证券:长城汽车9月新能源销量同环比提升,维持“买入”评级
东吴证券研报指出,长城汽车(601633.SH)9月实现合计批发销量为108,398辆,同环比分别-10.9%/14.8%。其中新能源渗透率27.8%,出口率40.7%,新能源销量同环比提升。9月海外销量44,105辆,同环比分别+46.9%/-2.1%,出口占集团销量40.7%,同环比分别+16.0/-2.1pct。全球化方面,魏牌高山MPV登陆欧洲,坦克500、山海炮HEV上市南非。长城汽车与塞内加尔经销商就KD项目签署谅解备忘录,与越南成安集团签署合作备忘录推进CKD组装合作,同时,长城汽车印尼KD工厂顺利投产,持续海外市场开拓进程。维持“买入”评级。
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