里昂发表研究报告指，吉利(00175.HK) 最近的股价回调，可能是由于短期市场beta系数下降和比亚迪新股配售的影响。该行相信吉利短期内没有融资压力，增长催化因素仍然完好。该行相信，透过其价格策略及ADAS升级，吉利将巩固其作为中国第二大电动车巨头的地位。此外，虽然俄罗斯市场面临销量和盈利能力下降，但其他地区的电动车销量和盈利增长将抵销该负面影响。
里昂相信吉利的短期催化因素仍然维持不变，集团的电动车在销量和利润仍有增长潜力及可见性，维持2025财年销量280万辆及每辆车利润达5,100元人民币的预测。该行重申其“高确信跑赢大市”评级，目标价23元。(sl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-04 16:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.