研報掘金丨上海證券:長城汽車新能源轉型穩步推進,首予“買入”評級
上海證券研報指出,長城汽車(601633.SH)現已發展成為國內SUV和皮卡巨頭。2023年旗下哈弗品牌龍系列、魏牌藍山高山、坦克Hi4 系列新車密集發佈,帶動公司銷量明顯回升,2023年公司累計銷量123.07萬輛,同比+15.29%。公司六大核心零部件公司織網密佈,為電動化智能化轉型奠基蓄力。公司新能源轉型穩步推進,硬派越野坦克崛起+海外銷量穩步增長助力營收、利潤快速增長,首次覆蓋,給予“買入”評級。
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