廣汽(02238.HK)漲近9%創逾七個月高 獲野村升價至10.55元
廣汽集團(02238.HK)獲野村升價至10.55元,該股今天高見8.97元,再創今年1月18日以來新高,現報8.93元,回升8.9%,成交增至9,365萬股。
廣汽總經理馮興亞在「2021中國汽車產業發展(泰達)國際論壇」開幕大會上表示,集團計劃在2025年實現整車銷量達350萬輛,新能源車銷量佔比超過25%;其中自主品牌銷量達100萬輛,全面實現電氣化,力爭新能源汽車佔自主品牌達到50%,新能源汽車搭載車聯網比例達到100%。 此外,廣汽正積極探討在更多車型甚至全車型上採用換電模式,推動並參與智慧城市和能源生態的建設。
野村重申廣汽「買入」評級,目標價升6.4%至10.55元。報告指,廣汽旗下電動車品牌「埃安」上半年躋身內地電動車銷量前五名,且集團日本合營之混合動力車銷量也實現增長,在不斷加強電動汽車業務有助緩解廣汽旗下傳統品牌「傳祺」持續虧損影響。然而,基於原材料成本上漲,預期廣汽本地品牌業務毛利下降,故下調集團未來兩年每股盈測6%-7%。
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