《大行報告》美銀證券微升比亞迪(01211.HK)目標價至108元 評級「買入」
美銀證券發表報告指比亞迪(01211.HK)8月份銷量按年升2%,而首八個月雖跌23%,但已達該行全年銷量預估的57%。8月電動乘用車銷量按年跌13%至1.5萬輛,內燃引擎汽車銷量升12%至2.1萬輛,電池付運量按年升25%。
該行指,公司以每輛11.88萬元至14.68萬元人民幣的價錢,預售新款SUV「宋+」,目標是中端SUV市場;電動車方面,至8月「漢」已錄逾3萬架訂單,但付運受到產能所限,而管理層預期新產能至第四季增加。該行維持比亞迪H股「買入」評級,以反映電動車銷量在下半年回復按年正數增長;明年更多車型採用刀片電池以改善成本結構;及來自比亞迪電子(00285.HK)的貢獻堅固,目標價由107元升至108元。
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