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《大行報告》匯豐研究上調吉利(00175.HK)目標價至20.4元 對新能源車短期前景正面
阿思達克 09-21 12:10
匯豐環球研究發表報告,維持對吉利汽車(00175.HK)目標價,由原來19.7元升至20.4元,基於使用人民幣兌港元匯率預測為1.16(先前為1.12),從以得出新的目標價,而該行對吉利的預測保持不變。

該行相信,吉利汽車新型專用電動汽車平台PMA(將計劃在2021年全面投入運營)將使電動汽車型更具競爭力及延長產品週期。該行稱,與主要電池製造商結成的聯盟,應有助吉利於確保電池供應,其姊妹公司沃爾沃汽車與Waymo的聯盟,可以增強吉利提高電動汽車自動駕駛水平的能力。而PMA在9月的北京車展上首次亮相,以及新產品的強勁月銷售同比增長。

匯豐環球研究稱,相信乘用車和商用車的新能源汽車仍將是中國政府減少排放,提高國家能源安全和優先考慮國內生產的政策議程的重要組成部分。該行修訂了對新能源汽車銷售的短期估計。按最新預測,該行料中國新能源汽車銷量(乘用車和商用車)的增長預測,從+12%和+30%,調整為-5%及+35%,以反映新冠疫情對電動車的發布及生產的影響,由於預期今年補貼減少,從明年開始增加優質的電動汽車供應。

該行稱,對新能源車(NEV)短期前景樂觀,8月份新能源汽車零售額按按年增長47%,按月則增長13%,表現跑贏整體汽車市場(按年增長9%,按月增長7%)。該行估計新能源汽車2020至2030年銷售複合年增長率為25%。該行認為,新能源乘用車的銷量將在2025年可達到400萬輛,料至2030年達到900萬輛,意味著滲透率分別為17%和35%。

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