《大行報告》大和降吉利(00175.HK)評級至「持有」 目標價下調至11.5元
大和發表研究報告指,將吉利汽車(00175.HK)目標價由12元下調至11.5元,評級由「買入」連降兩級至「持有」,原因是自2022年10月以來在中國重新開放消息和2023年汽車政策支持預期的推動下,股價累升約37%。該行將集團2023至24年的盈利預測下調1%到5%,以反映在2023年新能源汽車銷售比例增加和激烈的市場競爭導致毛利率(GPM)預測下調。
該行認為,北京不太可能全面取消汽車限購,憂慮造成嚴重交通擠塞問題和觸發大量被壓抑需求釋放。然而,如果北京計劃支持汽車消費和當地經濟,則可能會增加新能源汽車配額。
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