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大和:若蘋果未來推電動車 料福耀玻璃及敏實或成潛在部件供應商
格隆匯 12-22 16:21

大和發表研報指,台灣媒體稱蘋果(AAPL.US)計劃明年9月發佈首款電動車“Apple Car”,或令供應鏈相關企業受追捧。報告指,蘋果潛在新能源汽車推售計劃短期內為在美國的中國供應商帶來商機,考慮到未來Apple Car或會在中國銷售,中長期內地新能源汽車供應鏈亦能受惠。

該行看好福耀玻璃(3606.HK)及敏實(0425.HK),相信可成為Apple Car潛在零部件供應商,為蘋果供應智能玻璃及電池外殼組件等,分別予“跑贏大市”及“買入”評級。

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