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研報掘金丨財通證券:維持長安汽車“增持”評級,加快海外產品佈局
格隆匯 04-15 14:18

財通證券研報指出,長安汽車(000625.SZ)24年實現歸母淨利潤73.21億元,同比下滑35.37%,2025年第一季度公司預計實現歸母淨利潤13-14億元,同比增長12.26%-20.89%。海外毛利率提升顯著,國內毛利率有所下滑。2025年有望推出多款新車型,海外產品佈局提速:2025年,公司計劃快速推出阿維塔06、深藍S09、長安啓源Q07等7款全新新能源產品,同時加快深藍L07、深藍G318、長安啓源A07等多款產品煥新,進一步夯實長安新能源市場地位。2025年,公司加快海外產品佈局,計劃推出深藍S05等全球化產品,在東南亞、歐洲、中東非、中南美等高速增長區域市場導入12款產品。同時,加強海外合作,加速推進海外新市場、新能源等業務落地。維持“增持”評級。

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