《大行報告》富瑞上調比亞迪(01211.HK)目標價至354元 次季業績勝預期
富瑞發表研報指,估算比亞迪(01211.HK)第二季收入按年增長68%,純利按年升198%,即是每輛汽車盈利達到6,400元人民幣,均勝過該行預期,主要來自規模效應及車輛建議售價提升所帶動。
該行將比亞迪2022年新能源汽車銷量預測由165萬輛上調至180萬輛,計及產能擴張加快及盈利能力的提升,將全年盈利預測由71億元人民幣,調升至106億元人民幣。
富瑞表示,看好比亞迪於海外市場的發展,除鞏固中國新能源汽車市場龍頭地位外,公司更拓展至歐洲、澳洲及南非,8月份更宣佈進軍日本,預期海外業務將帶來更大增長動力,將目標價由329元上調至354元,維持「買入」評級。
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