牛熊異動 | 高開高走,比亞迪認購證上漲超40%
今早開盤,比亞迪股份(01211.HK)高開高走,截至發稿,漲幅超7%,相關衍生品比迪瑞通零十購A(22858.HK)漲幅超40%。
智通財經APP獲悉,比亞迪股份)中期淨利潤同比增長14.29%至16.62億人民幣,績後獲瑞信看高至100港元,維持“跑贏大市”評級,早盤股價大幅上揚。
公告顯示,期內母公司擁有人應佔溢利較去年同期增加主要是整體運營效率提升及新產品毛利上升所致。毛利率由2019年上半年約15.50%上升至期內約 18.05%。毛利率上升主要是產品結構變化所致。瑞信發表研究報告,比亞迪股份上半年淨利潤同比增長14%至16.62億元人民幣(下同),符合其16.18億元的盈利指引,增長主要來自汽車及手機業務,淨利潤分別增26%及3.05倍。展望未來,比亞迪股份預計第三季淨利潤爲11.4億至13.4億元。瑞信認爲是由於“漢”高端轎車的需求強勁,令汽車銷售恢復增長,以及口罩的訂單情況良好。
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