金吾财讯 | 方正证券发研报指，吉利汽车(00175)发布千里浩瀚安全高阶智能驾驶功能，涵盖五级智驾方案，其中千里浩瀚H1(1OV5R)搭载高速NOA和自动泊车APA功能，千里浩瀚H3(11V3R)搭载高速NOA、记忆泊车HPA和城市通勤NOA功能，千里浩瀚H5(11V3R1L)搭载高速NOA、记忆泊车HPA、城市无图NOA和全场景D2D功能，千里浩瀚H7(11V3R1L)搭载高速NOA、泊车代驾VPD、城市无图NOA和全场景D2D功能，千里浩瀚H9(13V5RXL)采用全冗余、全备份的L3架构，搭载双Thor芯片，算力超千YOPS，支持车端AI大模型，拥有高速NOA、泊车代驾VPD、城市无图NOA、全场景D2D功能。吉利银河全系产品及改款产品都将搭载千里浩瀚不同层级的智驾方案，实现安全高阶智驾平权。该行表示，公司开启3月限时先享指导价，其中星愿售价6.88-9.78万元，下调1000元；银河E5售价10.78-14.38万元，下调2000元；银河星舰7EM-i售价9.78-13.08万元，下调2000元。节后终端需求逐步回暖，产品调价带动性价比进一步提升，同时规模效应的释放有望进一步摊薄单车折旧摊销，公司全年销量可期。该行预计2024-2026年公司实现营收2440.3、3391.7、3883.8亿元，归母净利润为165.6、131.5、156.6亿元，对应PE分别为10.2、12.8、10.8倍，给予“推荐”评级。
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.