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中金下调比亚迪(1211.HK)目标价29%补贴退坡令盈利受压
格隆汇 08-22 17:16

中金公司发表研究报告指出,考虑到新能源汽车补贴显著退坡,且比亚迪(1211.HK)又未上调售价,因此将其H股目标价削减29%至50港元,A股目标价亦下调19%至59元人民币。同时,中金调低比亚迪今明两年盈利预测分别26.6%和30.5%,至20.8亿和20.5亿元人民币。

报告说,今年首七个月,公司插电混合动力汽车市佔率下滑11.8个百分点,预计后续该细分行业竞争将进一步加剧。

比亚迪截至6月30日止中期纯利按年增加约2.04倍至14.55亿元人民币,低于市场预测,每股盈利0.49元,不派中期息。

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