吉利汽车（00175）今日盘中股价大幅拉升，涨幅达到5.02%，引发市场广泛关注。
消息面上，吉利汽车近日宣布斥资2.21亿欧元收购福特西班牙瓦伦西亚工厂34%股权，双方将成立合资公司开展乘用车代工生产，首批合作新车计划于2028年下线。花旗重申吉利汽车“买入”评级，目标价30港元，称该协议是吉利欧洲长期扩张战略的里程碑式突破；美银证券同样重申“买入”评级，目标价29.3港元，看好其出口强劲增长及盈利能力提升。此外，吉利上半年海外出口销量达47.4万辆，同比增长158%，已超过去年全年出口量，摩根大通将吉利列为下半年首选标的。
与此同时，港股汽车板块今日整体走强，国务院发布的《“十五五”碳达峰行动方案》为新能源汽车发展指明方向，行业出海与智能化升级逻辑持续获得机构认可，也为吉利汽车的股价表现提供了良好的板块氛围。
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