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梁文軒先生 (Eddie Leung)
助理經理

現任職輝立助理經理,對投資股票、期權經驗豐富。本人樂意為客戶提供投資分析及買賣策略。歡迎各位來電交流心得。
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00175 吉利汽車

Tuesday, February 23, 2021 Views5734

市傳多家中外企業表示希望加入新能源汽車行業,例如百度和戴姆勒也有消息將會和吉利推智能電動車,不管合作是否屬實,消息刺激吉利股價一月急升到$36.45,但急升過後跌回到低於$30. 多數市場預期新能源汽車行業有信心2022年盈利會較2020年倍增。大家會對新能源汽車多一個憧憬,除合作消息外,吉利亦有回歸A股上市的消息,與其他競爭對手比較,吉利優勢更多,建議長期持有。

 截至2020年6月止半年度,集團營業額下降22﹒6%至368﹒2億元(人民幣;下同),股東應佔溢利下跌42﹒7%至22﹒97億元。期內業務概況如下

(一)整體毛利減少25﹒6%至63﹒02億元,毛利率下跌0﹒7個百分點至17﹒1%;
(二)按產品分類,銷售汽車之營業額下降25%至337﹒2億元,佔總營業額91﹒6%;銷售汽車零部件之營業額增加24﹒4%至26﹒75億元;知識產權許可之收益下跌0﹒9%至4﹒24億元;
(三)期內,集團合共銷售53萬部汽車,較去年同期下跌19%;
(四)於2020年6月30日,集團銀行結餘及現金為201﹒74億元,總借款為42億元,流動比率為1﹒17倍(2019年12月31日:1﹒03倍),資本負債比率(總借款比總股東權益)為7%(2019年12月31日:7﹒6%)。


參考資料來源:
www.etnet.com.hk

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