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大行評級|中銀國際:上調吉利汽車目標價至27港元 上調今明兩年淨利潤預測
格隆匯 03-24 10:25
中銀國際發表研究報吿指,吉利汽車旗下銀河品牌去年第四季汽車毛利率超過雙位數,甚至接近燃油汽車的水平,結合銀河品牌銷量大幅增長所帶來的規模效應及成本下降,以及油車產品結構改善,預計公司即使今年面對激烈市場競爭,其毛利率亦有望穩中有升。該行將吉利今明兩年淨利潤預測上調6%,至12%至140億及169億元。該行認為吉利當前估值尚未反映其盈利釋放潛力和在智能化競爭中的後發優勢,預計未來幾個季度盈利將強勁增長,加上下半年搭載自研智駕解決方案的新車型集中上市,將繼續推動其估值提升,將目標價上調至27港元,重申“買入”評級。
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