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研報掘金丨民生證券:維持長安汽車“推薦”評級,看好公司電動智能轉型
格隆匯 05-06 15:34

民生證券研報指出,長安汽車(000625.SZ)4月批發銷量為19.1萬輛,同比-9.3%,環比-28.9%。自主乘用車同比銷量穩步提升,新能源大幅增長。海外銷量加速成長,打開全球市場。其中泰國佈局的全球“右舵生產基地”產能在2025Q1實現投產,首期產能10萬輛,二期後總產能將增加至20萬輛。公司全球化思路清晰、步伐堅定,有望打開長期增長空間。展望2025年,集團銷量目標為300萬輛,新能源銷量目標為100萬輛,後續公司將推出深藍S09等全新產品,保證燃油基盤的同時加速電動化轉型。看好公司電動智能轉型,疊加華為智能化賦能,維持盈利預測,維持“推薦”評級。

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