研報掘金丨華安證券:比亞迪有望迎來盈利與估值雙擊,維持“買入”評級
華安證券研報指出,比亞迪(002594.SZ)4月新能源汽車銷量同比大增49%,4月新能源汽車出口4.1萬,同比增長176.6%。雖然消費者觀望情緒拖累行業整體銷量增長,但是以價衝量的競爭策略繼續帶動公司本月銷量同比大幅增長。以舊換新政策單車最高國補1萬以及公司置換補貼最高廠補8000元消費刺激下,預計後續銷量持續增加,市場份額穩定擴大。同時考慮到銷量擴大帶來的成本攤銷,出口銷量高增以及高端車型放量帶來的銷量結構改善,公司有望迎來盈利與估值雙擊,維持“買入”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.