研報掘金丨東吳證券:長城汽車9月新能源銷量同環比提升,維持“買入”評級
東吳證券研報指出,長城汽車(601633.SH)9月實現合計批發銷量為108,398輛,同環比分別-10.9%/14.8%。其中新能源滲透率27.8%,出口率40.7%,新能源銷量同環比提升。9月海外銷量44,105輛,同環比分別+46.9%/-2.1%,出口佔集團銷量40.7%,同環比分別+16.0/-2.1pct。全球化方面,魏牌高山MPV登陸歐洲,坦克500、山海炮HEV上市南非。長城汽車與塞內加爾經銷商就KD項目簽署諒解備忘錄,與越南成安集團簽署合作備忘錄推進CKD組裝合作,同時,長城汽車印尼KD工廠順利投產,持續海外市場開拓進程。維持“買入”評級。
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