麦格理:升吉利汽车(00175)目标价至24港元 季绩稳固 维持行业首选

智通财经
Yesterday

智通财经APP获悉,麦格理研究报告指出,吉利汽车(00175)2025年第四季度业绩稳固,销售额、净利润分别较市场隐含预期高出5%、10%,主要受豪华车型组合改善推动。2026全年销量指引维持在345万辆,同比增长14%。管理层重申其2026全年海外销量指引为64万辆,并指出内部挑战目标是接近75万辆。该行将吉利目标价上调4.3%,从23港元升至24港元,相当于预测2026年市盈率12倍; 维持跑赢大市评级。

大中华区,麦格理认为吉利在中国汽车股中仍提供最佳的风险回报比,并维持其为该行的行业首选股。整体而言,麦格理对吉利今年全年调整后净利润预测上调6%至193亿元人民币。

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