【招银国际上调吉利汽车目标价4% 维持“买入”评级】金十数据5月16日讯,招银国际发报告指,上调吉利汽车(00175.HK)目标价4.3%,从23港元上调至24港元,维持“买入”评级。尽管该行计算吉利2025年前四个月的终端库存增加约15.6万台,但同期零售销售亦同比增41%。将2025年销售量预测从274万台上调至280万台(公司目标271万台),同时将2025年毛利率预测上调0.7个百分点至16.1%。相应地,该行将2025年净利预测上调4%至152亿元人民币(下同)。也将2026年净利预测调高4%至167亿元。该行预计极氪的净利润贡献将从2026年开始显著提升,因此吉利近期对极氪私有化的提议应是明智之选。
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