《大行》里昂:吉利(00175.HK)產品線強勁且按計劃推進 重申「高度確信跑贏大市」
里昂報告指,吉利(00175.HK)近期推出插電式混合動力車型(PHEV)銀河A7,目標與比亞迪(01211.HK)秦L競爭。該行認為這款車型增強其產品線。雖然價格競爭加劇,但該行對吉利實現強勁銷售增長及盈利能力提升保持樂觀,原因包括本輪競爭中的實際降價幅度較市場預期溫和,約為1,000至2,000元人民幣;其新GEA平台滲透率提升及新能源車(NEV)銷售組合增加應能提高單車盈利能力;最後,其在2025財年擁有強勁的產品線。
該行重申對吉利的「高度確信跑贏大市」評級,目標價23港元,看好公司產品線強勁且按計劃推進。
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