瑞信:上调福耀玻璃(03606)目标价77.8%至48港元 评级升至“跑赢大市”
瑞信发布研究报告,将福耀玻璃(03606)评级由“跑输大市”升至“跑赢大市”,考虑到行业需求改善,2022-24年盈利预测调高4.6%-7.1%,目标价由27港元大幅上调77.8%至48港元。
报告中称,昨日(5月23日)国务院公布将阶段性减征部分乘用车购置税600亿元人民币。由于新能源车现时是免征车辆购置税,故此次减税只是覆盖内燃机汽车。该行提到,目前内燃机乘用车的平均售价约15万元人民币,假设购置税税率由10%降至5%,600亿元人民币的预算可覆盖900万辆汽车。因此,该行预计此次下调内燃机乘用车购置税,将带动今年乘用车需求增加150万至200万辆。
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