牛熊異動 | 持續拉昇,比亞迪認購證漲45%
花旗發表研報,維持比亞迪股份“買入”評級。午後比亞迪股份(01211.HK)大漲11%,看漲衍生品比迪摩利一五購D(16222.HK)漲45%。
花旗發表研究報告指,新能源車行業面臨電池供應不足,不少新能源汽車積壓訂單逐步延至明年上半年出貨,維持比亞迪(01211.HK)明年全年新能源乘用車出貨量約30.3萬輛預測,其中首季將按年升1.25倍,第二至第四季則增長約46%。
該行指,扣除每月出貨量,截至10月底新能源車款「漢」積壓訂單爲4萬輛,保守估計「漢」每月新訂單量爲7,500輛,料需要約九個月時間去消化現有的訂單積壓。,雖然明年深圳或推出新能源汽車購置補貼及置換補貼,但該行認爲比亞迪今年首三季向深圳零售客戶的NEV銷量僅1.1萬輛,佔比不大,相信補貼未可推動其新能源汽車銷售增長。
另滴滴有意在明年第一季起向比亞迪採購5萬至7萬輛純電動車,花旗認爲利好因素尚未充分反映,予目標價276.1元,維持「買入」評級。
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