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大行評級|里昂:估計推出智能駕駛對比亞迪利潤率影響中性 維持“高度確信跑贏大市”評級
格隆匯 02-11 11:13

比亞迪正式發佈高階智駕系統“天神之眼”,首批21款車型將稍後上市,當中10萬元級別以上的車型全系標配,10萬元級別以下的則多數搭載。里昂發表研報指,比亞迪宣佈全系車型均配備智能駕駛,且不加價的舉動令業界感到意外。除了先前發佈的高階解決方案外,比亞迪即將為10萬元以下車型提供攝影機及毫米波雷達的解決方案。該行認為,這相當於價格戰2.0版本。

里昂表示,考慮到經濟規模及不斷髮展的垂直整合,估計智能駕駛的推出對比亞迪利潤率影響中性,故維持比亞迪H股“高度確信跑贏大市”評級,以及H股目標價443港元不變。

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