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《大行報告》花旗:長城汽車(02333.HK)第三季盈利勝預期 評級「買入」
花旗發表研究報告指,長城汽車(02333.HK)第三季業績表現勝於預期,分別維持其AH股目標價12.2元人民幣(下同)及14.6港元。 該行認爲,集團第四季的收入增長將按季持平,料由於高庫存水平,預計公司不會在第四季積極補貨;另外,考慮到年底額外成本和支出的可能性,將第四季毛利率預測按季下降1.1個百分點至18%;將第四季純利預測上調至23.2億元,意味着2022年全年盈利爲104.7億元,更新後的2022至24年盈測分別爲104.7億、110.1億及127億元。
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