《大行報告》美銀證券:比亞迪(01211.HK)上半年銷量達全年預測42% 在汽車銷售復甦週期中表現較強勁
美銀證券發表研究報告指,比亞迪(01211.HK)上半年汽車銷量達64.6萬輛,按年增長162%,達到該行全年銷量預測的42%,顯着增長主要來自於今年內成功推出新產品、2021年6月基數較低,以及封城措施鬆綁後汽車銷售復甦。
美銀指出,6月份大部分車廠都從供應鏈及物流中斷的影響中恢復,當中比亞迪表現更爲強勁,相信受惠於公司部分關鍵零部件可自給自足,其生產基地所在地區受疫情封鎖影響較小,以及電動車車型價格具有競爭力與訂單積壓所致。
該行維持對比亞迪的「買入」評級,看好電動車銷量增長,以及產品組合改善與磷酸鐵鋰電池更廣泛的應用,預料利潤率前景可改善,目標價爲375元。
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