大行評級|高盛:上調比亞迪目標價至310港元 上調全年交付量預測至400萬輛
高盛發表報吿指,比亞迪銷量持續增長,8月份銷量按年增長35%至37.1萬輛,創歷史新高,相信是來自於5月以來推出的新車型交付量增加所帶動。展望未來,高盛預期今年餘下時間內比亞迪仍將推出至少6款新車型,並啟動交付,支持每月銷量進一步提升,相應將全年交付量預測從380萬輛上調至400萬輛。高盛相信,隨着規模不斷擴大,加上汽車生產轉移至更多采用DM5.0新技術及優質車型,將繼續推動比亞迪利潤率及規模效益提升。目前該行預期比亞迪第三季銷量將按季增長10%至109萬輛,毛利率預期從第二季的18.7%提升至19.7%,並將2024至2026年淨利潤預測上調1%至6% ,目標價升5%至310港元,維持“買入”評級。
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