大行評級丨傑富瑞:升比亞迪目標價至300港元 上調今年銷量及盈利預測
傑富瑞發表研究報吿指,因比亞迪股份(1211.HK)近期訂單走勢強勁,特別是DM5.0型號,所以上調2024財年銷量預測,由原先360萬輛上調至380萬輛,全年盈利預測亦上調至344億元人民幣(下同)。該行亦升該股H股目標價,由268港元升至300港元,維持“買入”評級。該行提出,雖然平均售價較低及出口銷量佔比下跌等負面因素影響次季的盈利,料次季每輛車的純利因較低的研發支出而改善至8,000元,所以預計比亞迪次季的純利將按年升25%至85億元。
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