《大行報告》瑞信上調比亞迪(01211.HK)目標價至430元 評級「跑贏大市」
瑞信發表報告指,比亞迪(01211.HK)已正式將其「漢DM-i」插電式混合動力(PHEV)汽車降價,由21.8萬至29.2萬人民幣下調13至14%,到19萬至25萬人民幣,以提高銷量。「漢DM-i」目前是中國最便宜的大型PHEV。該行預計,這次價格調整將對大型汽車的價格產生顯著影響,並引發PHEV和內燃機(ICE)汽車的行業價格戰。另外,該行提到,比亞迪早前亦下調「Qin plus」汽車的價格。
該行表示,基於集團「漢DM-i」和「Qin plus」具競爭力的汽車價格,上調其2023至2025財年的銷量預測至280萬、340萬及360萬輛,每股盈測分別各上調2.8%、1%及1.5%,目標價由420元上調至430元,維持「跑贏大市」評級。
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