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大行評級|德銀:上調吉利汽車目標價至20港元 上調2024年及25年盈測
格隆匯 02-24 15:51
德意志銀行發表報吿指,浙江吉利近期宣佈完成領克品牌重組。在完成交易後,吉利及極氪分別持有領克49%及51%股權。基於在港上市的吉利持有極氪62.8%股權,領克成為極氪非全資附屬,亦為在港上市吉利的非全資附屬。後者亦預期今年錄得64.7億元非現金收益,來自重組完成後其在領克五成持股的公平值增長。報吿指,公司表示重組將落實統一管理框架及引入4項主要內部改革:強化產品開發協調、製造體系創新、用户操作升級及智能系統突破。該行上調對吉利汽車2024年及2025年淨利潤預測1.7%及61.3%,並把目標價由19港元上調至20港元,投資評級“買入”。
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