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研報掘金丨華泰證券:上調吉利汽車目標價至29.65港元 看好新車週期
華泰證券發表研究報告指,吉利汽車首季盈利基本符合預期。展望次季,該行認爲集團隨着007GT、領克900、星耀8等新車上市,公司盈利能力仍有較強韌性。展望未來,該行認爲,如果吉利和極氪成功整合,或將有效杜絕重複投入,大幅提升成本管控能力並降低管理難度,公司預期合併後集團效益增長超過5%,研發、管理、行銷效率提升15%至約20%。華泰證券表示,考慮到目前極氪私有化尚處於報價建議階段,仍存在一定不確定性,維持吉利2025至2027年純利預測爲138億、155億及194億元。該行持續看好銀河GEA平臺新車放量增利,內部整合提速增效,維持其“買入”評級,目標價由26.13港元上調至29.65港元。
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