《大行》大和升吉利(00175.HK)目標價至24.5元 重申「買入」評級
大和發表報告指,在吉利(00175.HK)公布上半年業績後,更新對其估值模型。該行目前預測吉利汽車在2025至2027年將實現300萬至380萬輛的銷售量,較原預期的190萬至230萬輛有所上調,並看好吉利成功的新能源車轉型,預期2025至2027年更多的增長將來自海外擴張。
該行看好吉利受惠規模效應帶來的利潤進一步改善,以及集團內部協同效應帶來的成本節省。重申「買入」評級。目標價由14元升至24.5元。同時上調2025至2026年營收預測37%至44%,每股盈利預測上調45%至57%。
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