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野村:維持吉利“買入”評級 予目標價23.9港元
格隆匯 01-10 16:52

野村發研報指,吉利汽車(0175.HK)供應鏈緊張情況可望改善,並形容其2022年銷售目標進取,予目標價23.9港元,但維持“買入”評級。報吿指出,雖然供應鏈樽頸問題短期內仍為吉利汽車帶來生產的挑戰,但吉利上月銷量按月仍升17%,反映生產逐步改善,管理層定下今年銷售目標為165萬輛,即按年增長24%,較野村預期的159萬輛高3.7%,野村認為有關目標進取,當中假設了配件供應不再惡化,而生產亦不會受到疫情可能引致的關閉設施所影響。

野村認為今年吉利產量回升至關重要,有助減輕原材料成本持續的壓力,同時,產品組合優化亦有助紓緩利潤率壓力,估計今年平均售價可升13%,較之前預估升10%為高。

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