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《大行報告》高盛料比亞迪(01211.HK)2025年內地新能源汽車市場份額升至45%
高盛發表報告指,比亞迪(01211.HK)(002594.SZ)市值超過1萬億元人民幣,成爲世界上最有價值的汽車製造商之一。該行估計,集團於中國新能源汽車的市場佔有率,將由今年首季的26%,升至明年的36%,2025年進一步升至45%,至2030年更可達52%,主要是受其內部組件專業知識/能力,和廣泛的車型產品推動。 高盛維持對比亞迪H股的「買入」評級,併爲確信名單內,認爲隨着中國市場需求激增和電動車普及速度加快,比亞迪料將是最能從銷量上升中受惠的公司,而規模優勢亦爲比亞迪提供現金流能力和研發預算。(ek/k) ~
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