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《大行報告》花旗料比亞迪(01211.HK)本季每輛車淨利潤有上行空間 受惠鋰成本下降
花旗發表報告指,考慮到今年首4個月總批發量中,比亞迪(01211.HK)旗下海豹和韓系車型佔10%,假設比亞迪次季批發量為63萬輛,海豹和漢車型銷量為6.3萬輛,海豹和漢車型平均售價下調2.5萬元人民幣,將令集團盈利減少15.75億元人民幣。 該行又指,由於鋰電成本下降,每輛車淨利潤將增加6,000元人民幣,將帶來37.8億元人民幣盈利上行空間,預計兩者相加對盈利的綜合影響為22.05億人民幣,相當於次季每輛車淨利潤增加3,500元人民幣。 花旗予比亞迪評級為「買入」,目標價602元。
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