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《大行報告》匯豐研究微降比亞迪(01211.HK)目標價至450元 評級「買入」
匯豐研究發表研報指,自3月起比亞迪(01211.HK)H股股價累計上升7%,跑贏同期恆指表現,認為公司在行業價格競爭中表現突出,銷量增長具彈性,周期性持續強勁,加上領先技術優勢,推動市場份額提升,首季已達到39%。 該行預測2023至2025年公司淨利潤的年複合增長率將達到30%,將今明兩年淨利潤預測分別上調1%及下調3%,並預測2025年淨利潤將增長至超過456億元人民幣,較市場預測高3%至11%。 匯豐研究認為比亞迪現價水平具有吸引力,但基於最新盈利預測,相應將目標價從452元輕微下降至450元,維持「買入」評級。(gc/k) ~
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