研报掘金|华泰证券:上调吉利汽车目标价至26.9港元 看好银河GEA平台新车产品周期

格隆汇
Aug 12

华泰证券发表报告指出,吉利汽车银河A7日前正式上市,售价介乎8.98万至12.58万元,叠加8000元置换补贴(9月30日前锁单),限时起售价低至8.18万元,上市首日大订单突破1万辆。华泰证券看好银河A7性价比(低价格+大空间+强性能+智能化),有望实现月销1.5万辆。该行看好银河GEA(全球智能新能源架构)平台新车产品周期,维持对吉利汽车“买入”评级,目标价从29.65港元上调至26.9港元。 该行认为,银河A7产品力强、性价比高,无明显短板,具备成为爆款车的基础条件。9月,公司高端旗舰SUV极氪9X上市,银河M9为20万元级重磅产品,该行又看好极氪9X和银河M9两台旗舰SUV上市表现,预计极氪9X将提振公司高端品牌形象,银河M9将延续银河A7高性价比打法。公司9月至12月新车周期强势,全年销量或突破300万辆。

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