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研報掘金丨國泰君安:維持江淮汽車“增持”評級,上調目標價至40.05元
國泰君安研報指出,江淮汽車(600418.SH)三季報預吿符合預期,合作項目接近量產投入逐步增加,匯兑波動短期擾動業績,土地收儲增厚業績,歸母淨利潤延續亮眼表現。公司通過自主合資合作等多重方式佈局新能源,牽手大眾、華為等有力夥伴,2024年開始全新車型陸續上市,新能源進入收穫期。公司全力聚焦華為智選車項目,瞄準豪華智能電動市場,考慮豪華電動車市場優質供給相對空白以及問界的成功經驗,本次合作的全新華為智選車值得期待。給予2024年1.7倍PS,上調目標價至40.05元(原為25.16元),維持“增持”評級。
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