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大行評級|大華繼顯:上調吉利汽車目標價至29港元 上調今明兩年核心淨利潤預測
格隆匯 03-24 10:18
大華繼顯發表研究報告指,吉利汽車去年純利按年升213%至166.3億元,核心淨利潤按年升50%至85.4億元,均超出預期。展望未來,管理層維持今年銷售目標達271萬輛,按年升25%,受惠強勁的產品週期及經濟規模,全年毛利率料升0.6個百分點達16.5。該行維持公司2025年至2027年銷量預測不變,分別達270萬輛、320萬輛及390萬輛;同時將各年毛利率分別上調16.5%、17.5%及17.5%。該行將公司今年及明年核心淨利潤預測分別上調11%及16%,目標價由27港元上調至29港元,維持“買入”評級。
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