小摩:相信吉利汽车(00175)的盈利上行趋势将持续 料第三季内地车企盈利改善

智通财经
Oct 16

智通财经APP获悉,摩根大通发布研报称,预期内地车企第三季业绩将大致符合预期,且盈利能力较次季有所改善。该行相信吉利汽车(00175)的盈利上行趋势将持续,受惠价格更高的新型号推出,盈利能力有提升空间,上调2025及26年预测约13%。

该行又认为车展或海外发布活动将影响行业及股份表现,例如零跑汽车(09863)首款大型6座SUV于10月16日在巴黎公开、比亚迪股份(01211)在东京及广州车展公布新设计、小鹏汽车-W(09868) 将详细介绍其人形机器人路线图等。政策方面,该行认为有一半机率国家补贴或其他形式的刺激措施将会持续; 如有的话,或将于明年1月公布。该行又预期国内乘用车需求将持平或下降3至5%。因此,出口和提升国内市场份额对车企而言将会是关键。

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