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【大行報告】瑞銀維持吉利(0175-HK)「買入」,同業首選股份 @ 2012-08-23T13: Back Hot News
Keyword:吉利
Concept:吉利汽車上半年
吉利汽車(00175)公布, 截至今年六月底止, 半年純利 10億1963萬元人民幣, 按年上升百分之8.7; 每股盈利 13.66分人民幣; 不派中期息.
報告指,吉利上半年的汽車銷售僅按年微升4﹒2%,主因受累舊型號銷售疲弱。不過,另
我們認為吉利的出口占比有限,外銷對穩定盈利的幫助不大,因此短期盈利表現仍取決於內地汽車市場走勢。即使內地經濟有望今季見底,但相信下半年銷售表現難有明顯起色。吉利現價相當於今年預測市盈率
不同車企的利潤分化,也導致了機構調整對不同車企的預期。近日,交銀國際發布研報,由於上半年汽車行業銷量增長略低於市場平均預期,政策方面對於行業總體偏負,維持汽車行業同步評級。並交銀國際下調比亞迪股份、廣汽集團以及華晨中國的盈利預期和目標價,但維持長城汽車、吉利汽車以及東風集團原有盈利預測。

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