《大行報告》大摩:吉利(00175.HK)中期業績符合預期 毛利率大致穩定
大摩發表研究報告指,吉利汽車(00175.HK)上半年表現穩定,收入增22%,毛利大致穩定在17.2%,似乎是均價溫和提升所支持。
在經營層面有溫和改善,該行指,公司市場推廣開支減少,但計入股份補償(來自Zeekr品牌)後影響經營利潤。整體表現符預期,且有走出谷底跡象。公司將於今日稍後舉行業績簡報會,屆時會提供更多資訊,暫時維持「減持」評級,目標價13元。
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