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大行評級|大和:予長城汽車“買入”評級 指海外市場擴張仍是公司重點
格隆匯 10-28 11:52
大和發表研究報吿指,長城汽車第三季業績大致符合預期。展望未來,長汽管理層預期以舊換新的刺激措施將有助於提振國內汽車需求,而海外市場擴張仍是公司的重點。管理層的目標是在拉丁美洲和東南亞需求增加的帶動下,今明兩年的海外銷量分別達到45萬和58萬輛。雖然目前存在關税上升的不確定因素,管理層仍審慎看好海外市場份額的持續增長。該行看好長汽的海外發展及其在國內的差異化行銷策略,予“買入”評級。
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