瑞信:予比亞迪(1211.HK)目標價350港元 重申“跑贏大市”評級
瑞信發研報指,比亞迪(1211.HK)10月份銷量達89935輛,按年增長88%,按月亦升12%,基本符合市場預期,遠高於當月乘用車行業整體銷量按年跌幅,主要由於新能源汽車板塊的增長所帶動,而內燃機板塊則按年跌64%。瑞信指,若要達到全年70萬輛銷量目標,比亞迪只需在11月和12月銷售15.8萬輛,月均銷量低於10月銷售表現,相信可達標;明年目標則為150萬輛,包括90萬輛 DM-i及60萬輛電動汽車。該行指,為實現銷量目標,比亞迪將推出“宋MAX”MPV DM-i、“漢”轎車DM-i和“宋pro”SUV DM-i等新產品,預期純電動車產品可支持比亞迪明年銷量增長,估計2022年純電動汽車銷量50萬輛,維持“跑贏大市”評級及目標價350港元。

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