廣汽集團AH股大漲 績後獲券商唱好 廣汽埃安擬開展混改及引進戰投
格隆匯9月2日丨港股廣汽集團(2238.HK)盤中大幅增長8.16%至8.21億港元;A股廣汽集團(601238.SH)接近漲停至19.85元人民幣,總市值2055億人民幣。廣汽集團於8月30日發表公吿稱,擬通過對新能源汽車研發能力及業務、資產的重組整合,推進廣汽埃安的混合所有制改革,對其增資擴股並引入戰略投資者。未來,廣汽埃安將充分利用資本市場,積極尋求於適當時機上市。該公司於30日同時發佈中期業績,上半年實現營業收入約343.18億元,同比增長約34.90%;淨利潤約43.37億元,同比增長約87.07%。瑞銀髮表研報稱,公司第二季業績大致符預期,相信市場主要關注點逐漸聚焦於其內燃車品牌“傳祺”及純電動車品牌“埃安”,倘“埃安”最終分拆上市,將釋放廣汽重大價值及觸發估值重評。該行對廣汽維持“買入”評級,目標價相應由8.9港元升至9.7港元,認為引進外部資金的任何進展將成為正面催化劑。


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