【京基证券:维持五菱汽车(00305.HK)“买入”评级,目标价0.81港元】智通财经APP获悉,京基证券发布研报称,五

智通财经
27 Jun
【京基证券:维持五菱汽车(00305.HK)“买入”评级,目标价0.81港元】智通财经APP获悉,京基证券发布研报称,五菱汽车(00305.HK)主要客户如上汽通用五菱、比亚迪及吉利于2025年1-5月产销量均录得高双位数增长,基于回补甚至增加库存及迎合增量需求,其主要客户今年的动力系统及零部件需求大增,必定推动五菱汽车的销售。该研究团队认为,新能源商用化场景是新能源车领域的风口,预测24年至30年中国新能源商用车销量复合式年增长率将达31.5%至3.1百万辆。五菱已于新能源商用市场站稳,是本地市场大部分头部新能源商用车主机厂的供货商及合作伙伴。按五菱汽车FY25 FPEG 0.7x,京基证券维持“买入”五菱汽车建议,目标价维持于0.81港元。其于2024年12月底持净现金达6.3亿人民币,具备增派股息或回购股份的财务资源。

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