大華繼顯:維持內地電動汽車業“增持”評級 首選比亞迪(1211.HK)及敏實(0425.HK)
大華繼顯發表研究報告表示,中國為電動汽車和汽車產業的發展設定了藍圖,相信將加速傳統燃油汽車電動化的轉型。該行維持2021-25年中國電動汽車銷售量年複合增長率36%的預測,維持電動車行業“增持”評級,比亞迪(1211.HK)、敏實集團(0425.HK)為首選股份,分別予目標價220及45港元,均予“買入”評級。
該行表示,中國汽車工程師學會(CSAE)於10月27日發表了“中國新能源汽車產業發展計劃2021-35”的路線圖,目標是提高電動汽車的滲透率,2025年達到20%,2030年達到40%,2035年達到50%。另外,將乘用BEV的能耗標準收緊至12kwh/100km。
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