《大行報告》美銀證券料吉利撤回A股上市短期輕微影響股價 予「跑輸大市」評級
美銀證券發表研究報告指吉利汽車(00175.HK)上周五(25日)收市後宣布撤回其上海科創板上市申請,該行認為主要原因是吉利汽車決定不收購富豪汽車;其新能源車品牌Zeekr將可能有自身融資計劃;吉利在新策略執行上可有更大彈性;內地當局在審批IPO上更趨保守,吉利科創板上市難有清晰時間表。
報告指出,撤回科創板上市不影響吉利基本面及汽車銷售,但對短期股價或有輕微負面影響,因A股上市可予H股比較,倘成事,A股通常較H股存溢價;A股發行帶來的攤薄較其他集資計劃為少,因同一公司A股估值通常高於H股,受惠於更多散戶投資者參與。美銀證券予吉利目標價17元,評級「跑輸大市」。
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