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《大行報告》麥格理下調比亞迪(01211.HK)目標價至302元 評級「跑贏大市」
麥格理報告指出,比亞迪(01211.HK)2022年股本回報率由2021年4%改善至16.1%,主因純利率有所提升。公司管理層維持每年汽車銷售300萬輛的指引,相信這清晰明確的策略可支持今年強勁增長,在業績會議上亦表明對內地新能源汽車市場滲透率及提升市場份額有信心。 該行維持比亞迪今年汽車銷量預測280萬輛,按年升53%,稍降低均價預測,並下調集團2023至2024年純利預測各11%,目標價相應由326元下調至302元,但基於其在新能源車市場的領先地位,維持評級「跑贏大市」。
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