【券商聚焦】交银国际维持长城汽车买入评级 指新一轮产品周期有望推动销量上行

金吾财讯
27 May

金吾财讯 | 交银国际研报指,尽管长城汽车(02333)累计销量同比微降,但结构性优化与细分领域突破成为核心亮点。下半年迎来大产品周期,单价、毛利率有望持续边际向上。该行指,公司高端化和智能化进程较为顺利,凭借硬派越野车型,在中国越野车市场占据主导,并成功开拓高端越野车市场。全球化布局方面,出口布局升级,实现本地化生产和销售。该行认为高端车型占比提高和出口布局有望支持盈利增长。该行略微下调2025...

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