比亞迪(01211.HK)急彈11%曾越87元 A股漲停 獲大和及花旗看好
比亞迪(01211.HK)獲大和將評級由「持有」升至「買入」H股股價由69元升至94元,A股目標價由79元人民幣升至105元人民幣,料旗下新電動汽車有望由下半年開始吸引強勁需求。花旗也指市場低估比亞迪由一家新能源車製造商轉型為一家同時提供汽車零部件、電池和解決方案的綜合企業的可能性,維持其「買入」評級及看109.2元。該股扭兩吐,今天高見87.2元,暫受制7月13日所創上市高位90元,現造85.65元,急漲11%,成交急增1,927萬股,涉資16.02億元;其A股漲停報93.5元人民幣。
比亞迪日前公布,中期純利按年升逾14%至16.62億元人民幣(下同),每股盈利56分,維持不派中期息。期內,毛利按年升14%至104.75億元,毛利率由15.5%升至18.05%,主要是產品結構變化。總營收按年降2%至580.28億元。公司預計,今年首九個月純利介乎28-30億元,增長77.9%-90.6%。
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