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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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吉利汽車控股有限公司 (175)

Monday, October 28, 2024 Views309

吉利汽車主要業務範圍為汽車製造、製造汽車配件、汽車修理、汽車銷售及相關售後服務,附屬公司極氪控股專攻智能電動車市場,期內共交付87870部汽車,增長1﹒1倍;極氪控股於2024年5月10日(紐約時間)以IPO $21美元上限定價開始在紐約證券交易所買賣。上週五收報$28.85。吉利汽車上週五也升近8%收報$15.04。公司將於下周三發布超級電混轎車技術消息,花旗的研究報告同時將吉利汽車目標價由$15﹒58港元上調至$19﹒4港元,評級「買入」。

唯近日市況始終不明朗,如以中長遠投資為目標,可考慮於現價買入並定目標價為$19元。

業績表現
  - 截至2024年6月止半年度,集團營業額上升46﹒6%至1073﹒05億元,股東溢利增長5﹒7倍至105﹒98億元。期內業務概況如下:
(一)毛利增加53﹒9%至162﹒21億元,毛利率增長0﹒7個百分點至15﹒1%
(二)銷售汽車及相關服務之營業額增長45﹒1%至874﹒8億元,佔總營業額81﹒5%;銷售汽車零部件之營業額增加69%至69﹒31億元;銷售電池包及相關零件之營業額上升56﹒6%至93﹒24億元;研發及相關技術支持服務之營業額增加73﹒8%至32﹒75億元;知識產權許可之營業額減少88﹒5%至9433萬元;合作製造收入上升49﹒9%至2﹒02億元
(三)期內,中國乘用車批發銷量達到1197﹒9萬輛,增加6﹒3%,其中,新能源汽車批發銷量達到470萬輛,增長31﹒5%;
(四)於2024年6月30日,集團銀行結餘及現金為414﹒88億元,總借款為53億元,流動比率為1﹒05倍(2023年12月31日:1﹒17倍),資本負債比率為5﹒9%(2023年12月31日:7﹒6%)。

參考資料來源:
aastock
etnet

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