《大行報告》大和引述長汽(02333.HK)指內地政府投放原料國儲助成本回穩 料盈利能力好轉
大和發表報告表示,長城汽車(02333.HK)管理層昨日(22日)參與該行投資者會議,公司指今年第二季盈利能力見改善,估計汽車用芯片短缺及成本上升影響可自今年第三季緩減,因新供應及產量會上升。
該行引述長汽管理層透露,隨著內地政府近期投放原材料的國家儲備,相信原材料成本會呈穩定,並估計第二季的盈利能力將會按季改善。
大和指,重申長汽「買入」評級及未來12個月目標價32元,此相當預測2021年至2022年平均市盈率24倍,料公司第二季起毛利率會呈向上趨勢,指其公司豐富的管理及市場對成本憂慮下降,可令長汽獲市場重估。
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