《大行》中金：长汽(02333.HK)首季业绩高预期产品结构改善带动毛利率提升

阿斯达克财经04-25

中金发表报告指，长汽(02333.HK) 首季业绩高过预期。首季销量稳健，产品结构改善带动毛利率提升，税费加计抵减等带来可持续非经增厚，纯利超市场预期。
该行指，基于增值税加计减免等的持续性，上调长汽今明两年盈利预测各11%和10%至105和127亿元人民币。基于港股估值折价收窄预期，维持“跑赢行业”评级并上调H股目标价26%至14.5港元。

另外，中金指公司预计今年海外渠道达1,200家，海外销量冲击40至50万辆；同时重点突破组织架构变革和提升营销能力，关注互联网对销量的刺激。该行认为，公司海外本土化布局、智能技术开启商业化和渠道变革有望助力公司延续首季高质量增长。(ha/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-04-25 12:25。)

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《大行》中金：长汽(02333.HK)首季业绩高预期 产品结构改善带动毛利率提升

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《大行》中金：长汽(02333.HK)首季业绩高预期产品结构改善带动毛利率提升