《大行報告》花旗:比亞迪(01211.HK)上月新能源車銷售符預期 評級「買入」為行業首選
花旗發表報告指,比亞迪(01211.HK)公布6月新能源汽車銷量為25.3萬輛,按年升89%,按月升5%,符合該行預期;上半年新能源汽車銷量按年升96%至126萬輛。其中,6月海外新能源乘用車銷量達10,536輛,按月升3%。
該行預料,比亞迪已安裝電池產能達11.82吉瓦時,按年升72%、按月升3%,而上半年已安裝電池產能達60.25吉瓦時,按年升77%。該行表示,高利潤的電動車Denza 6月銷量銷量達到1.1萬輛,下半年利潤率趨勢進一步改善。
該行預料,比亞迪6月未交付訂單按月升6%,H股目標價維持602元,評級「買入」,並列其為行業首選。
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