《大行报告》美银证券上调比亚迪(01211.HK)目标价至53.5元 评级「中性」
美银证券发表研究报告,指比亚迪(01211.HK)5月份乘用车和商用车销量跌6%,年初至今总销售跌34%至12.5万架,达至该行全年目标26%。新能源车销量跌49%至1.1万架,内燃引擎汽车(ICEV)升71%至2万架,电池付运量跌41%。
该行指,公司全新「汉」在扣除补贴价後售价为23万至28万元人民币,在月内录7,000架的订单,预期新型号将使用刀片电池,并带动更好的利润。
该行升今明两年每股盈利预期分别90%及19%,以反映公司第二季的盈利指引,并提升电池业务的估值,目标价由48元升至53.5元,评级「中性」。
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