《大行報告》建銀國際:吉利(00175.HK)新車「極氪001」性能、工藝佳及定價遠低原指引 屬重大利好
就吉利汽車(00175.HK)宣布推出新汽車品牌極氪(「Zeekr」)首款純電動車型「極氪001」,每輛汽車售價介乎26.6萬至34.5萬人民幣(計入補貼後),建銀國際發表報告表示,吉利新車「極氪001」建議定價令人印象深刻,大大低於了此前管理層指引每輛汽車售價介乎30萬至50萬人民幣,料影響非常正面。
該行認為,吉利新車「極氪001」將是公司推出的最偉大的產品之一,因該車型提供有如保時捷級別的設計和性能,以及奧迪級別的工藝水平和便捷的功能,但卻有如大眾汽車級別的售價,該行料「極氪001」在短期內會獲得非常積極的市場反饋,並將在展會上展示新的車型系列。
建銀國際預計吉利和沃爾沃之間將發揮更大的協同作用,預計吉利集團旗下所有品牌將共享更多的平台和動力系統,預計新系統將在2022年之前取代吉利各品牌的現有ICE系統。該行維持對吉利「跑贏大市」及目標價32.9元,料其今明兩年每股盈利增長各為50%及21%。
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