研報掘金|中金:上調吉利汽車目標價至21.06港元 智能駕駛業務帶來估值提升
中金髮表報告,指吉利汽車日前舉辦了一場AI技術發佈會,展示了其在車載和雲端智能領域的多樣化產品陣容。此次活動還標誌着G-Pilot智能駕駛系統的首次亮相以及升級版銀河E8的發佈。該行認爲,吉利在雲端與車載智能的全域整合展現其系統性能力,能夠以AI架構打造AI驅動車輛,從而加速智能應用的升級。該行維持其“跑贏行業”評級,目標價上調13.2%至21.06港元,相當於2025年預測市盈率15倍和2026年預測市盈率13.5倍,上漲空間爲17.7%,這得益於智能駕駛業務帶來的估值提升。
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