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花旗对新能源车业看法转正面 比亚迪AH股随内地同业续涨10%
阿思达克 02-05 13:17

花旗昨天表示,基於内地政策潜在转向,该行对新能源车汽车行业看法转为正面,料中央会於3月推出新一轮新能源汽车刺激计划,2021年仍有机会不会全面削减新能源汽车补贴,令毛利率长期复苏更清晰,相信比亚迪(01211.HK)连业务模式最能受惠,料比亚迪新能源汽车注册量按年增30%达30万辆,今明两年盈测分别为26.16亿及31.86亿人民币,故重申其「买入」评级,按现金流折现率作估值,将H股目标价由74.7元,上调至80元。

内地新能源车板块承昨天弹3.7%势头,今天进一步急涨5.9%(居升幅榜前十位),有18只个股涨停,包括比亚迪(002594.SZ)报62元人民币。

获花旗升价至80元的比亚迪H股连升第三天,承昨天续涨5.9%强势,今天股价升破牛熊线(44.52元),最高见48.9元,现造48.44元,急涨10%,成交增至1,453万股,涉资6.86亿元。

其他车股升幅介1.5%-4.5%,华晨(01114.HK)及广汽(02238.HK)升幅最大分别报7.13元及8.49元,股价均重越10天线;蓝筹吉利(00175.HK)报13.12元,续升2.8%,股价曾越10天线(13.2元),高见13.52元。

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