大行評級|花旗:上調比亞迪目標價至688港元 將迎來七個推動增長的催化劑
花旗發表研究報吿,將比亞迪2025至2027年的銷量預測上調至575萬、703萬和816萬輛,並將淨利潤預測調整為565億、843億和992億元,2025至2027年淨利潤年均複合增長率為32%,相應將目標價從500港元上調至688港元。
隨着資產週轉率改善、資本支出週期放緩、銷售組合調整及規模效應顯現,花旗相信未來比亞迪將迎來七個推動增長的催化劑,包括:行業電動車滲透率上升、中國2月及3月汽車出口錄得按月增長、國內2月和3月汽車批發錄得按月增長、比亞迪本月或推出7款新車型、3月和4月料推出14款新車型、3月發佈新的1000V BEV平台,以及未來漢L及唐L新車型的推出。
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