港股异动 | 汽车股普涨,吉利、小鹏涨超2%,比亚迪、理想涨超1%

老虎资讯综合
26 Mar

本周三(3月26日)港股盘初汽车股普涨,截至发稿 吉利汽车小鹏汽车-W 涨超2%, 比亚迪股份理想汽车-W 涨超1%

消息面上,比亚迪董事长王传福近日小范围公布今年的总销量目标是550万辆,包含海外市场的80万辆以上。换算下来中国市场销量增速约为30%,海外市场增速则高达91.8%。

另一方面,德银发表研究报告指,吉利汽车去年纯利按年升213%至166亿元,胜预期。吉利今年首两个月的汽车销量按年增45%,远高过公司全年按年增长目标25%。

该行预计,本月录得批发量21.54万辆,推动首季销量至68.7万辆,季度销量新高。该行亦预计,公司首季经营盈利及经常性纯利分别为36.5亿元及32.5亿元,皆为纪录新高。

该行将公司的目标价由20港元上调至21港元,上调今年纯利预测3.7%,评级“买入”。

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