比亞迪股份(01211.HK):上修業績預期 前三季度淨利預增115.97%-128.67%
格隆匯 10 月 12日丨比亞迪股份(01211.HK)披露2020年前三季度業績預告修正公告,截至2020年9月30日止前三季度,修正前,公司實現歸屬母公司擁有人的淨利潤28億元至30億元,同比增長77.86%至90.56%;修正後,歸屬母公司擁有人的淨利潤34億元至36億元,同比增長115.97%至128.67%。
2020年第三季度,國內新冠肺炎疫情防控形勢持續向好,汽車板塊業務實現恢復性增長,尤其新能源汽車銷量實現快速觸底反彈。公司新能源汽車銷量實現快速增長。其中,全新旗艦車型"漢"一上市就成為國內高端新能源汽車市場的熱銷車型,訂單數量持續攀升,銷量持續增長;公司改款旗艦車型"唐“”銷量增長迅猛,在同級別車型中銷量位居前列,兩款旗艦車型推動了公司新能源乘用車業務取得更快增長。
手機部件及組裝業務方面,主要客户份額持續提升,成功導入新的手機及其他智能產品全球領導廠商,玻璃陶瓷及新型智能產品出貨量增長迅猛,推動業務規模進一步擴大。受益於整體運營效率的提高,產品結構的優化,盈利能力進一步提升。
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