《大行報告》花旗料吉利(00175.HK)上半年純利23億至27億人幣 重申「買入」看52.25元
花旗發表報告,預計吉利(00175.HK)汽車將在今年上半年實現淨利潤23億元至27億人民幣(下同),因素包括顯著的銷售組合改善和銷量增長導致按季利潤率提高、有效的成本控制抵消了材料成本的增長,以及經銷商的經營利潤率也因更好的零售價格變化而提高。
花旗預計,吉利今年上半年不含非經常性管理激勵期權成本的淨利潤為26億元至27億元。進入7月,吉利應該受益於乘用車保險零售的低基數效應,而6月的銷售數字也令人鼓舞,並高於共識,而Zeekr01的不可退還的「大 」訂單現時已經涉及超過5.5萬輛,遠高於市場原預期的1至2萬輛水平。
該行指,吉利將在7至9月在另外6個城市開設展廳,而過去2個月只有2個城市,可能會加速盈利表現,重申該股為行業首選,目標價為52.25港元,評級「買入」。
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