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《大行報告》美銀證券升比亞迪(01211.HK)評級至「中性」 目標價上調至45.1元
阿思達克 03-16 10:23
美銀證券發表報告,將比亞迪(01211.HK)評級由「跑輸大市」升至「中性」,主因包括其最新推出的「刀片電池」能提供更高的能量密度兼降低成本;旗艦房車「漢」系列將使用「刀片電池」,料可提升毛利率及盈利能力;盡早分拆絕緣柵雙極型晶體管(IGBT)業務上市,將有助提高比亞迪估值。

該行下調比亞迪今年內燃引擎汽車(ICE)銷售目標2%,因考慮公司已於去年7月成功推出宋Pro以及今年上半年消費氣氛疲弱。不過,該行維持其全年新能源汽車銷售目標不變,整體而言將其今年盈利預測上調24.5%,而目標價相應由26.5元上調至45.1元。

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