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研報掘金丨中信建投:長城汽車出口佈局多元化加速 加速向智能新能源方向轉型

中信建投證券研報指出,6月長城汽車銷售整車11.1萬輛,同比+12.9%,環比+8.3%。其中出口、內銷分別爲4.0萬輛、7.1萬輛,同比分別+5.2%、+17.8%,環比分別+16.0%、+4.3%。內銷主要受二代梟龍MAX、全新高山等新車拉動增長;澳新、中東、中亞、南非等地區支撐出口回升。公司加速向智能新能源方向轉型,國內新車上市及營銷體系變革以提振內銷,海外市場加速拓展下出口穩健增長,有望推動自身銷售結構持續優化,帶動盈利能力穩步上修。

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