You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
研報掘金丨信達證券:首予上汽集團“買入”評級,積極進行電動智能化轉型
格隆匯 03-21 15:02

信達證券研報指出,上汽集團(600104.SH)以整車業務爲核心,鑄就燃油時代龍頭車企。目前,上汽集團的業務主要涵蓋整車、零部件、移動出行和服務、金融、國際經營、創新科技等領域,形成了以整車業務爲龍頭,六大板塊緊密協同、相互賦能、融合發展的業務格局。新能源自主品牌強勢崛起,合資板塊經營承壓。上汽集團合資板塊亦出現明顯下滑,上汽大衆、上汽通用銷量、產能利用率、歸母淨利潤等指標均達到歷年低值,同時上汽自主板塊受到上汽通用五菱銷量影響,2024年銷量也出現同比下滑。考慮到公司積極進行電動智能化轉型、計提減值輕裝上陣、加強對外合作等多重因素,首次覆蓋,給予“買入”評級。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account