港股异动 | 吉利汽车逆市大涨5%,海外销量激增120%,汇丰上调目标价

异动解读
Apr 02

周四, 吉利汽车 逆市拉升,截至发稿涨幅超5%,年内涨幅超29%。消息面上,吉利汽车公布了3月销售数据,集团3月汽车总销量为233,031辆,与去年同期持平。其中,海外市场表现尤为亮眼,3月海外销量达8.16万辆,同比大幅增长120.37%,显示出公司出海战略成效显著。

此外,公司旗下高端智能电动汽车品牌极氪持续发力,3月销量达29,318辆,同比增长90%。

汇丰发布研报称,展望未来,预期国内新车型推出、出口增长,以及极氪与领克重组后带来的成本协同效应,将支持2026年销量及利润率扩张;将2026及2027年盈利预测分别上调15%及14%,目标价由30港元升至32港元,维持“买入”评级。

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