大行評級|美銀:上調比亞迪目標價至405港元 上調今明兩年銷量預測
美銀證券的研究報吿指,比亞迪公佈先進智駕系統“天神之眼”將會應用在目前的21款車型,同時也會是價格高過10萬元的車型之標準配置,也會應用在部分價格低過10萬元的車型。該行認為,比亞迪以及其他內地領先的汽車原始設備製造商,就如在自動駕駛領域的小鵬,可能會進一步從外國品牌手中擴大其在內地的市佔率。此外,該行預計內地消費者在決定買車時會更加關注自動駕駛功能。比亞迪在2024年的銷量排名全球第五,得益於新款DM5.0車型、新一代電動車以及升級的自動駕駛技術,認為排名很大機會在2025年進一步提升。
該行將比亞迪去年第四季銷量納入考慮,上調公司今明兩年的銷量預測分別12%及15%,以反映更樂觀的增長展望,主要受惠於DM5.0車型和自動駕駛技術。該行亦上調2024年至2026年的每股盈利預測分別5%、12%及15%,以反映更高的銷售預測以及規模經濟;港股目標價由342港元升至405港元,重申“買入”評級。
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