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《大行》里昂料吉利(00175.HK)今年銷量逾300萬輛 維持「高確信跑贏大市」評級
里昂發表研究報告指,吉利汽車(00175.HK)受惠於內燃機(ICE)和新能源汽車(NEV)佈局,其市場定位或可對衝潛在的電動車補貼政策。該行維持公司目標價23元和「高確信跑贏大市」評級。 出口方面,吉利預計今年新能源車的市場份額將超過29%,出口量將達到42萬輛。該行認爲,由於吉利正在進入拉丁美洲和歐洲等新市場,同時在海外推出更多新能源車型,因此對其能夠實現目標充滿信心。該行基於吉利強勁的國內外前景,重申吉利Galaxy的月銷量應超過15萬輛,而吉利今年整體的銷售應超過其300萬輛的目標,內燃機銷售至少達到100萬輛。
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