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瑞信:下調吉利(0175.HK)評級至“中性” 維持目標價14港元
格隆匯 10-11 14:36

吉利汽車(0175.HK)昨日(10日)收市後公佈9月份營運數據,銷量按年跌9%。瑞信及中金分別就吉利汽車發表研究報告。其中,瑞信將吉利的投資評級由“跑贏大市”下調至“中性”,因公司股價在過去三個月已經上漲了約兩成,維持目標價在14港元不變。中金則維持對吉利的“中性”評級,但上調目標價14%至16港元。

瑞信報告指,吉利9月份的銷量雖然遜於預期,但跌幅較過去連續五個月跌雙位數單有所收窄;銷量下滑主要是受累於2018年前推出的舊款車型,但新車型銷量仍然穩健。

另外,中金指出,儘管吉利9月份銷量按年下降,但其自身穩健的產品競爭力和新品儲備有望使其在行業復升中,享有領先優勢;又認為公司整體銷售情況平穩回升,結構穩定向好,終端庫存維持健康水平。

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