《大行报告》摩通升比亚迪(01211.HK)评级至「增持」 目标价上调至66元
摩根大通发表报告指,比亚迪(01211.HK)开始渗透至全球代工生产商,及销售其电池至代工生产商的中国业务,包括目前的比亚迪与戴姆勒合营、腾势(Denza),及今年下半年的福特,而集团明年的客户亦会拓展至丰田。
摩通认为,比亚迪正成为像科技股多於汽车股,虽然集团现阶段的外部电池业务盈利贡献仍细(该行料今年为6%),但估计至2022年的贡献可提升到10%至15%。
该行上调比亚迪H股股份评级,由「中性」升至「增持」,目标价由36元升至66元,并上调集团今年至2022年的盈利预测2%至15%,以反映外部电池销售较高等因素。
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