大行評級|麥格理:比亞迪超級e平臺爲新電動車型提供市場推廣助力 予“跑贏大市”評級
比亞迪發佈行業首個1000V高壓充電車輛平臺超級e平臺,並宣佈計劃安裝多達4,000個支援1000V充電的充電站。另外,比亞迪同日亦推出唐L及漢L純電動車型,兩者均搭載超級e平臺,售價分別由27萬及28萬元起。麥格理髮表研報指,上述新品爲比亞迪進行戰略轉型的又一跡象,公司似乎不再專注於價格競爭、車輛設計或進入新的產品細分市場,而是尋求利用其規模及核心電動車技術,在高度競爭的市場中脫穎而出。麥格理提及,比亞迪通過直接解決純電動車普及的一個關鍵障礙,爲客戶提供了由內燃引擎汽車轉向電動車的更清晰路徑。另外,比亞迪承諾建設自家充電站似乎是一個明顯的思維轉變,因爲過去公司通常未在建設充電基礎設施方面投入重大努力。麥格理預計,上述超級e平臺將爲比亞迪的新款純電動車型提供另一個市場推廣助力,類似於去年DM 5.0的推出。該行將比亞迪H股目標價定於380港元,給予“跑贏大市”評級。
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