研報掘金丨交銀國際:首予賽力斯“買入”評級,目標價180.5元
交銀國際研報指出,賽力斯深化與華爲的合作,入股引望後,將進一步強化華爲屬性和智能化,帶動品牌持續向上。問界M8和M9打入傳統BBA豪華品牌市場,在各自細分市場銷量領先,品牌高端定位基本確立,帶動賽力斯毛利率領先行業,盈利水平提升已步入快車道。預計改款M7在今年下半年發佈,有助於提升該車型在25-35萬元SUV市場的競爭力。首予“買入”評級,目標價180.5元。
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