智通财经APP获悉，招商证券国际发布研报称，维持吉利汽车(00175)目标价32港元及“增持”评级，维持整车板块首推。该行认为，高利润的高端豪华车与出海业务加速放量，催化全年利润成长弹性。此外，近期公司管理阶层持续增持，传达业务发展强烈信心。公司在电动转型取得阶段性成功后，正迈入“量利齐升”的高品质发展阶段。
该公司第一季销售再创新高。3月销售23.3万辆，同比基本持平(显著跑赢行业)，环比增13%;其中新能源销量12.7万辆，同比增6%，占比提升至55%。公司第一季累计销量达70.9万辆，同比增1%，创历史同期新高，整体表现稳健。
公司旗下极氪品牌延续高景气成长，3月销售2.9万辆，同比大幅成长90%，第一季累计同比增86%，验证“技术向上、品牌向上”战略持续兑现，豪华纯电标竿地位进一步巩固。3月海外出口达8.2万辆，同比暴增120%，魂币增34%，出口比例提升至35%，有效避险国内需求波动，成为重要增量引擎。
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