招商证券国际:给予吉利汽车(00175)“增持”评级 极氪新车需求旺盛

智通财经网
Mar 18

智通财经APP获悉,招商证券国际发布研报称,给予吉利汽车(00175)目标价32港元和“增持”评级。该行表示,当前汽车板块悲观预期已充分释放,估值仍处于历史相对低位,在新车周期与智能化催化推动下,该行继续看好头部车企配置价值,推荐吉利、比亚迪股份(01211)、小鹏汽车-W(09868),同时关注蔚来-SW(09866)短期交易性机会。

3月16日,极氪发表全新高性能大五座旗舰SUV极氪8X并开启预售,预售价37.68万–51.68万元人民币(下同)。公司揭露,开启预售38分钟小订突破1万台,并持续向2万台冲刺,市场需求旺盛。根据第三方渠道调查,大部分潜在消费者选择39.68万元配置区间,处于预售价格中位数区,占比接近40%。截止3月16日晚订单已达1.7万辆,其中高配版耀影占比达29%。考虑到新车正式上市后通常会配合价格或权益调整,预计 4月正式上市后订单可望进一步释出。极氪产品矩阵持续向上,高端品牌定位强化。高端车型放量或带来盈利预期差,继续推荐吉利汽车。

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