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研報掘金丨國泰君安:維持華域汽車“增持”評級,目標價21.67元
格隆匯 03-06 14:27
國泰君安研報指出,華域汽車(600741.SH)是上汽集團旗下子公司,對上汽系整車品牌的銷量佔比較高。上汽集團積極推進國企改革,對旗下品牌重新梳理和整合,隨着銷量提升,公司亦將受到積極影響。在行業競爭較爲激烈的背景下,公司在研發、採購和製造等環節推進降本措施,整體業績較爲平穩。公司積極順應下遊客戶需求,推出零重力座椅、智能方向盤、車燈、混動驅動電機、高壓驅動控制器等產品,已獲得整車客戶的項目定點。維持目標價21.67元,維持“增持”評級。
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