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大摩:升东风集团股份(00489)目标价至11.24港元 评级“增持”
智通财经网· 2025-10-23 07:09
Core Viewpoint - Morgan Stanley has raised the revenue forecast for Dongfeng Group (00489) for the fiscal year 2025 by 15%, driven by recent sales trends and management guidance, with sales volume expected to reach 150,000 units [1] Group 1: Revenue and Sales Forecast - The sales volume estimate has been increased to 150,000 units for 2025 [1] - The average selling price has increased by 7% based on the report for the first seven months of 2025 [1] - The target price has been adjusted from HKD 10.65 to HKD 11.24, maintaining an "Overweight" rating [1] Group 2: Management Insights and Future Plans - Key points from the management meeting indicate that most existing models will be upgraded in 2025, supporting the sales target of 150,000 units and stable average selling prices [1] - Management aims for a year-on-year sales growth of 50% to 80% in 2026, benefiting from the launch of a new six-seat SUV in 2025 and SUV/MPV models in 2026 [1] - New production capacity to be released in the first half of 2026 will assist in achieving sales targets [1] Group 3: External Support and Market Position - Lantu will enhance revenue through external technical support, although there is currently no clear timeline for an IPO [1]
【陈茂波出席亚洲开发银行年会】5月5日讯,昨日(5月4日),香港特区政府财政司司长陈茂波抵达意大利米兰,出席亚洲开发银行第五十八届年会。陈茂波表示,中国香港欢迎亚开行加强支持发展中国家应对气候变化、发展私营市场、推进区域合作、数字转型等工作。同时,中国香港也支持提升对发展中国家的技术支持,以增强发展项目的成效。
news flash· 2025-05-05 04:25
陈茂波出席亚洲开发银行年会 金十数据5月5日讯,昨日(5月4日),香港特区政府财政司司长陈茂波抵达意大利米兰,出席亚洲开发 银行第五十八届年会。陈茂波表示,中国香港欢迎亚开行加强支持发展中国家应对气候变化、发展私营 市场、推进区域合作、数字转型等工作。同时,中国香港也支持提升对发展中国家的技术支持,以增强 发展项目的成效。 (大湾区之声) ...