比亞迪(002594.SZ)高開6.57% "刀片電池"推出 預期有望提升
格隆匯1月14日丨昨日漲停的比亞迪(002594.SZ)今日開盤再度大漲,開盤報55元,漲幅為6.57%,成交1.05億元,總市值超1500億元。

消息面上,工信部部長苗圩表示,新能源汽車補貼不會再繼續退坡。比亞迪董事長王傳福透露,比亞迪近期開發的“刀片電池”將首次量產,並應用在新車型比亞迪“漢”。
中信證券發佈比亞迪的研報指出,受新能源汽車補貼退坡影響,公司電動車銷量和盈利承壓,市場預期很低。我們認為公司價值不僅體現在整車品牌,其自有供應鏈潛在價值巨大,如公司的“刀片電池”技術等,隨着公司中性化戰略在加速落地,有望成為“整車品牌”+“新能源汽車解決方案供應商”,從封閉體系到對外開放,將催化內在價值顯現。公司股價位於底部具有較高的安全邊際,重點推薦,維持“買入”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.