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研報掘金丨東方證券:維持長安汽車“買入”評級,目標價17.43元
格隆匯 03-17 14:25
東方證券研報指出,長安汽車(000625.SZ)2月銷量同比正增長。2月整體銷量16.14萬輛,同比增長5.7%,環比減少41.4%,主要系春節因素擾動;1-2月累計整體銷量43.71萬輛,同比增長0.9%。新能源車維持同比高增長,公司發佈北斗天樞2.0計劃,三大智能化技術分別命名為智能駕駛——天樞智駕、智能座艙——天域座艙、智控底盤——天衡底盤,預計2025年8月公司將在10萬元級別車型搭載激光雷達,2025 年內公司將首發AIEV端到端交互式智駕,未來3 年將推出35 款數智汽車,其中長安啟源和深藍將各推出10款產品,阿維塔推出7款產品。可比公司25年平均PE估值21倍,目標價17.43元,維持“買入”評級。
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