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花旗:維持長汽(2333.HK)“中性”評級 目標價6.28港元
格隆匯 10-14 14:40

花旗發表研究報告指,長城汽車(2333.HK)9月份汽車銷量不俗,料下半年出口有望反彈,維持對其H股“中性”投資評級及目標價6.28港元不變。

花旗表示,長汽9月汽車銷量按年增長15%,料公司下半年出口銷售強勁反彈,且有望進一步提升毛利率。該行相信,隨着長汽新能源汽車銷售增速加快,如果能將電池供應商換成比亞迪(1211.HK),將有望進一步降低成本和提高毛利率。該行料下半年公司小型貨車的市場需求有望增加,該業務料將為公司貢獻較高的毛利率。

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