扫描或点击关注中金在线客服 智通财经APP获悉,东吴证券(601555,股吧)发布研究报告称,长城汽车(601633.SH)6月批发同比+22.71%,表现超预期。维持长城汽车2021-2023年归母净利润为86/126/161亿的假设,分别同比+59.9%/+46.7%/+28.4%,对应EPS分别为0.93/1.37/1.76元,对应PE为49/33/26倍。维持“买入”评级。
东吴证券主要观点如下:
公告要点:长城汽车6月产量100,790辆,同比+ 20.76%,环比+24.51%;批发100,664辆,同比+22.71%,环比+15.75%。哈弗品牌产量60,154辆,同比+26.33%,环比+18.06%,销量59,946辆,同比+27.55%,环比+11.32%。WEY系列产量3,920辆,同比-33.34%,环比+33.33%,销量4,707辆,同比-16.73%,环比+56.33%。坦克品牌产量7,390辆,环比+22.92%,销量7,160辆,环比+17.57%。长城皮卡产量18,146辆,同比-32.97%,环比+2.67%,销量18,060辆,同比-32.31%,环比-11.55%。欧拉产�
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