《大行報告》大摩:長汽(02333.HK)股價調整後具吸引力 評級「增持」
摩根士丹利發表研究報告,指與長城汽車(02333.HK)旗下新能源車品牌「歐拉」管理層會面,公司對「歐拉」品牌潛力有信心,相信未來銷量和盈利均見改善。大摩看好長汽H股,認為股價調整後風險回報吸引,目標價45元,評級「增持」。
該行指出,長汽於9月首兩周來自東南亞的汽車芯片供應見明顯復甦,本月餘下時間趨勢料續良性;並料有助銷量自8月低位復甦。歐拉品牌定位獨特,在設計及功能,以至市場策略上,致力開拓女性用家市場。報告料「歐拉」品牌進一步高端化,有助品牌在新能源車市場上更突出,管理層預期「歐拉」明年銷售目標為30萬至50萬輛,而2025年為130萬輛。
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