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大行評級|摩根大通:比亞迪將再次引領中國新能源汽車市場結構性發展 第四季業績將成短期催化劑
格隆匯 02-13 13:34

摩根大通發表研究報告表示,近日參與了比亞迪的路演活動,並試駕了配備最新的L2+自動駕駛功能的新車型,聽取管理層分享技術發展及產品策略,現時相信比亞迪將再次引領中國新能源汽車市場結構性發展,預料今次發佈智駕系統,比亞迪將推動先進L2自動駕駛功能的普及,對其持正面看法,並已列入正面催化劑觀察名單。

除了比亞迪自動駕駛業務的發展外,摩通認爲下月公佈的2024年第四季業績將成爲另一個短期催化劑,預計比亞迪將交出適度超出市場預期的成績,屆時將迎來2025年盈利預測的上調,維持目標價爲475港元,評級“增持”。

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