《大行报告》花旗上调比亚迪(01211.HK)新能源车销量预测 目标价升至339元
花旗发表报告表示,重申对比亚迪(01211.HK)「买入」投资评级,因上调对其电池业务2021财年市盈率估值,由原来60倍升至128倍(与宁德时代(300750.SZ)看齐)及考虑其强劲的业务前景,按综合方式作估值,对其目标价由276.1元上调至339元。
因预计行业发展趋势对比亚迪有利,该行上调比亚迪於2021财年新能源汽车的销量预测,由原来32.5万辆升至40.3万辆;2022财年新能源汽车销量预测由原来44.6万辆,升至55.3万辆。
花旗认为,比亚迪可通过DMI(双电机结构)平台和BEV(纯电动车)2.0平台上的新产品获得市场份额;比亚迪应从2023年起全面停止生产ICE(内燃引擎汽车)产品,这应提高未来混合动力汽车的平均售价至少10-15%。
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