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《大行報告》美銀證券:比亞迪(01211.HK)管理層指今年目標銷量目標300萬輛 料Tesla(TSLA.US)降價影響有限
美銀證券發表報告指,與比亞迪(01211.HK)管理層於昨日(12日)就營運情況和今年展望舉行電話會議。報告引述比亞迪稱,目前認為Tesla(TSLA.US)降價影響有限,商店客流量和新訂單仍然穩固,而公司需要更多時間來評估影響。報告予比亞迪H股「買入」評級,目標價400元。 報告指,比亞迪公布去年NEV銷量為186萬架,低於公司預期188萬架。管理層指引今年銷售量目標為300萬架,包括15至30萬架出口銷售,其中BEV/PHEV各佔總銷量一半。今年新車型包括已於去年12月亮相的SUV護衛艦07(Frigate 07),並將於今年開始交付、入門級車型海鷗(Seagull)、驅逐艦07(Destroyer 07)、旗下騰勢N系列N7,以及仰望U8。至於海獅(Sea Lion)推出時間將延遲至明年。
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