《大行報告》大和料比亞迪(01211.HK)至今年底新能源車每月銷售可達30萬輛 可成股價催化劑
大和發表報告指,比亞迪(01211.HK)第二季淨利潤68億元人民幣,按年增長145%,符合早前指引目標。當中,毛利率達到18.7%,按年增長4.3個百分點,按季增長0.8個百分點。毛利率按季回升原因可能是由於碳酸鋰價格下跌,以及季內無提供補貼補償。
大和維持對比亞迪全年290萬輛新能源汽車銷量預測,並預計到年底,每月銷量將達到30萬輛,成為股價的重要催化劑。同時亦看好比亞迪海外發展,認為很可能成為公司長期增長的主要動力。
該行預計,今年至後年各年,比亞迪在海外市場的銷量將分別達到20萬輛、40萬輛及60萬輛。維持對比亞迪「買入」評級。
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