大和:維持比亞迪(1211.HK)買入評級 目標價290港元
大和總研發表研究報吿指,比亞迪(1211.HK)計劃推出獨立高端品牌,以及新的分銷網絡,而將於今年下半年推出的新純電動車平台將成為潛在催化劑。該行維持其買入評級,目標價290港元。
大和指,比亞迪推出獨立高端品牌將為高端品牌建立單獨的經銷網絡,情況類似東風集團和上汽集團進入新能源汽車市場的行為。
大和指出,一汽紅旗的新模型E-QM5或將使用比亞迪的刀片電池,並且將於下半年推出,此前比亞迪收到了北汽、長安福特和理想汽車的電池交付訂單。該行續指,刀片電池還將在海外客户方面取得突破,並有可能在2022年下半年開始批量交付。鑑於其在電池開發方面的進展,對未來該業務分拆上市表示樂觀。

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