《大行》花旗對長城汽車(02333.HK)開啓30天上行催化觀察
花旗發表報告指,考慮到長城汽車(02333.HK)的俄羅斯出口銷售在4月按月轉爲增長32%,對其開啓30 天上行催化觀察。評級「買入」, 目標價18.6元。
花旗預期出口成長動能將持續至6月,改善整體盈利能見度。該行估計長汽核心盈利在第二季可能回升至30億人民幣,若計入一次性項目,總盈利約爲40億人民幣(下同)。該行對業界經銷商的調查顯示,坦克300和梟龍MAX的銷量逐步上升,將有助於公司高其國內NEV市場份額。若第二季盈利達到該行預測40億,則2025年盈利可回升至約130億。長汽股價近期表現非常疲弱,該行相信正面的銷售數字可提升盈利預期,從而提振股價。
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