《大行報告》匯豐研究降比亞迪(01211.HK)目標價至356元 嚴峻市場中處領先地位
匯豐環球研究發表報告表示,比亞迪(01211.HK)去年新能源車銷售創新高,但其A股及H股股價,自去年10月底以來各調整18%及10%,跑輸滬深300及國指2%跌幅,相信反映比亞迪產品議價能力疲弱,較高庫存及今年面對較高銷售基數。
該行指,儘管比亞迪有強大的新車款,但今年增長難度略增。該行預期今年比亞迪銷售及盈利分別增長28%及30%,低於2023年預測的62%和89%。該行將比亞迪H股目標價由391元下調至356元,評級維持「買入」。
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