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《大行報告》高盛降比亞迪(01211.HK)今年銷量預測9% 每股盈測下調12%
高盛發表報告指,湖南長沙市政府於5月9日宣佈展開對比亞迪(01211.HK)整車廠環境影響的調查,以迴應公衆對周邊社區空氣質素和健康問題(導致居民流鼻血)的投訴。至今爲止,比亞迪未因調查而停產。 該行表示,公司長沙工廠於2012年投產,現有員工1.7萬人,生產多款新能源車車型,估計工廠的產能爲30萬輛,約佔比亞迪汽車總產能的20%。 高盛預期,比亞迪長沙廠房將繼續營運,公司將提升設備以符合監管要求,因此該行將比亞迪今年的銷量預測下調9%,由160萬輛降至150萬輛,同時下調今年每股盈利預測12%至2.58元人民幣。至於H股目標價維持303元,並列於「確信買入」名單中。
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