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《大行報告》野村上調比亞迪(01211.HK)目標價至313.4元 評級「買入」
野村發表研究報告指,比亞迪股份(01211.HK)上半年受成本壓力和來自比亞迪電子(00285.HK)的盈利貢獻下降所拖累,令表現受限,但公司核心業務仍有強勁增長潛力,而且有多項推動因素,包括電動車銷售增長、刀片電池獲其他品牌採用。 該行預期盈利於下半年有進一步上升空間,主要來自新能源車銷售和其他外部客戶的刀片電池訂單,相信目前仍未反映在現價中,維持「買入」評級,目標價由300元升至313.4元。
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