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《大行報告》大和升比亞迪(01211.HK)評級至「買入」料下半年新能源車銷售強勁
阿思達克 09-01 14:13
大和發表研究報告指出,比亞迪(01211.HK)第三季盈利指引低過該行預期,預期旗下車型「漢」的銷售會在第四季增加,而明年首季推出、使用「刀片電池」的新純電動車型料會引發再評級。因「漢」已接獲3萬張客戶訂定,料下半年銷售強勁。

該行將公司2020年度的每股盈利預測下調6%,以反映其第三季指引,並將2021至2022年的每股盈利預測上調4至14%,這是因為該行對其新能源汽車銷量的預期上升,以及其主要美國客戶蘋果公司的產能擴張,使其手機業務的增長更佳。

該行將公司目標價由原來的69元上調至94元,將其投資評級由「持有」上調至「買入」。隨著市場對Tesla的綜合業務模式有更廣泛的認可,相信大家對比亞迪商業模式的憂慮亦將會大大減少。

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