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比亞迪(01211.HK)續升10%創逾九個月高 A股漲停破頂 花旗看H股80元
阿思達克 02-20 10:27
比亞迪(01211.HK)繼續受惠電動車使用無鈷電池趨勢報道,該股延續昨天強勢,最高見55.65元,創逾九個月高,現造53元,續漲10%,成交已達1,630萬股,涉資8.6億元;其A股今早逆滬指(反覆續吐0.1%)漲停報68.1元人民幣,創逾52周高,成交達4,254萬股。 有報道指特斯拉(Tesla)於上海廠房擬改用無鈷電池,花旗指消息有利比亞迪,因為公司為全球不含鈷的磷酸鋰鐵電池(LFP)新科技領先製造商,研發周期領先行業1.5年,且LFP電池有助降低成本30%、提升電池有效容量50%(對比之前產品),相信比亞迪有能力從外國企業手中提升全球電池市場份額,如豐田汽車、奧迪、GM及福特汽車等。假設比亞迪向外供應LFP電池,該行料未來3-5年潛在可取得全球相關電池市場10%-15%市場份額,毛利率可逾20%、資本回報率亦超20%。花旗予比亞迪「買入」評級看80元。(sz/t)~ 阿思達克財經新聞 網址: www.aastocks.com
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