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《大行报告》大和升比亚迪(01211.HK)评级至「买入」料下半年新能源车销售强劲
阿思达克 09-01 14:13
大和发表研究报告指出,比亚迪(01211.HK)第三季盈利指引低过该行预期,预期旗下车型「汉」的销售会在第四季增加,而明年首季推出、使用「刀片电池」的新纯电动车型料会引发再评级。因「汉」已接获3万张客户订定,料下半年销售强劲。

该行将公司2020年度的每股盈利预测下调6%,以反映其第三季指引,并将2021至2022年的每股盈利预测上调4至14%,这是因为该行对其新能源汽车销量的预期上升,以及其主要美国客户苹果公司的产能扩张,使其手机业务的增长更佳。

该行将公司目标价由原来的69元上调至94元,将其投资评级由「持有」上调至「买入」。随着市场对Tesla的综合业务模式有更广泛的认可,相信大家对比亚迪商业模式的忧虑亦将会大大减少。

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