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《大行報告》匯豐研究上調比亞迪(01211.HK)目標價至442元 評級「買入」
匯豐研究發表報告表示,比亞迪(01211.HK)A股及H股股價於過去一個月分別累升11%及12%,跑贏大市表現,相信主因受到強勁銷量復甦所帶動。該行認為,在新車型增加和需求恢復推動下,預期比亞迪下半年將繼續保持強勁的銷量勢頭。 該行補充,比亞迪獲確認為Tesla的電池供應商後,外部電池訂單將從下半年開始加速。該行對比亞迪2022年至2024年的電動車銷量預期提高2%,以反映產品周期加快,並略微上調2023年至2024年的電動車電池產能預期,以反映可能有更多的外部訂單。因此今年淨利潤預測相應提高1%,2023年和2024年的淨利潤預測就基本保持不變。H股目標價由407元升至442元,評級「買入」。
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