《大行》大摩:内地车企次季业绩符预期但质素参差 调整目标价 看好比亚迪及吉利

阿斯达克财经
4 hours ago

大摩发表报告指,中国车企公布大致符合预期的第二季业绩,而业绩掩盖了日益扩大的分化,因此该行按市值计价。比亚迪(01211.HK) 与吉利(00175.HK) 受惠于海外组合及营运开支纪律。电动车初创企业指引第三季销售转弱。合资企业拖累传统代工车厂。在国内需求疲弱下,捕捉出口增长成为关键。报告称,内地车企第二季业绩符合预期,但质素分化。比亚迪与吉利盈利按年增长30%至40%,因毛利率改善及营运开支...

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