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大行評級|美銀:上調比亞迪電子目標價至60港元 重申“買入”評級
格隆匯 03-12 13:33
美銀證券發表研究報吿,重申對比亞迪電子的“買入”評級,將目標價由43港元上調至60港元,對由公司母企比亞迪引領下的汽車業務擴張更為樂觀。另外,智能手機補貼、潛在的iPhone升級週期以及AI服務器亦帶來上行空間。該行將比亞迪電子2024至2026年的盈利預測上調4%至10%。該行認為,比亞迪電子為比亞迪的高級駕駛輔助系統(ADAS)模組的主要供應商,並將受惠於比亞迪更快的ADAS滲透率。除了銷量有望提升之外,該行對比亞迪電子入門級和中端產品平均售價預測由1000至2000元,升至3000至4000元;另預期今明兩年的汽車業務銷售按年增長75%及47%,至350億與520億元,貢獻銷售的18%及23%,估計明年來自外部客户的銷售將逐步上升。
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