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《大行报告》野村上调比亚迪(01211.HK)目标价至300元 评级「买入」
阿思达克 01-29 10:46
野村发表研究报告指,比亚迪(01211.HK)去年下半年表现强劲,今年亦因新能源车的销售增长、刀片电池向第三方客户销售、潜在分拆半导体业务,而有进一步显着增长潜力。

该行升比亚迪2021至22年每股盈利预期分别1%及6%,以反映新能源车销售增长50%预期;公司旗舰产品「汉」12月销售表现亦胜预期;未来新车款将使用刀片电池及新的平台,而向外销售刀片电池仍未计算在该行的预测当中。

该行表示,公司计划未来两年扩大电池产能,现有合作伙伴为潜在销售对象,维持「买入」评级,目标价由166元大幅上调至300元。

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