《大行報告》美銀證券上調比亞迪(01211.HK)目標價至372元 評級「買入」
美銀證券發表報告稱,比亞迪(01211.HK)預期2021年汽車訂單總量達90萬輛,惟由於產能制約,管理層目標今年只付運70萬至75萬輛,預期超過20萬輛車需於2022年才能付運。
報告指出,比亞迪為明年訂立進取的銷售目標,達150萬輛,為2021年目標的兩倍多。同時,比亞迪電子(00285.HK)將擴展生產線及種類。美銀證券指計及新能源汽車的強勁需求,上調比亞迪2021年至2023年預測銷售量1%、13%及14%,每股盈利預測調升1%至4%,將H股目標價由351元調高至372元,重申「買入」評級。
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