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《大行報告》匯豐研究上調比亞迪(01211.HK)目標價至441元 第三季盈利遠勝預期
匯豐發表研究報告指,比亞迪(01211.HK)早前發盈喜,第三季盈利遠勝預期;不過,自9月初以來,比亞迪A、H股價格分別回調12%和23%,又預期在新車款面世及產品競爭力支持下,銷量料持續擴大,更高的規模經濟將支持利潤率。該行維持予其「買入」評級,將H股目標價由433港元上調至441港元。 該行表示,分別上調比亞迪今明兩年的純利預測42%及70%,並升其2024年預測39%,又認為以長遠來看,集團強大的新能源汽車產品周期和電池技術將進一步提升其盈利狀況。
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