《大行報告》野村下調比亞迪(01211.HK)目標價至347元 評級「買入」
野村發表報告表示,由於比亞迪(01211.HK)車型推動了強於預期的銷售勢頭,以及更多新車型在今年推出,將比亞迪今年和明年的電動汽車銷量預測分別上調26%和32%,至108萬輛和139萬輛。
該行表示,但隨着原材料成本上升,將比亞迪今年和明年毛利率假設下調3個百分點,再加上更高的研發開支,將對比亞迪今年和明年的每股盈利預測分別下調7%和4%。因此該行將比亞迪目標價由373.3元下調至347元,維持「買入」評級。
野村表示,近期有消息稱比亞迪可能向蔚來(NIO.US)和小米(01810.HK)供應其LFP刀片電池,是比亞迪積極接觸潛在新客戶的一個令人鼓舞的跡象。
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