大行評級|里昂:重申比亞迪“高度確信跑贏大市”評級 預計L系列將顯著改善產品組合
里昂表示,比亞迪宣佈推出其超級電動平台,將顯著縮短充電時間(五分鐘充電能續航400公里),並計劃建設一個適應性充電站網絡,同時升級現有公共充電站,使其具備快速充電能力。此外,公司還發布針對高端轎車和SUV市場的唐L和漢L系列。里昂認為這一發布是比亞迪繼上個月發佈智能駕駛技術後技術推廣的一部分。總體而言,該行預計L系列車型將顯著改善產品組合,從而為應對下半年即將加劇的價格競爭提供更多空間。該行對比亞迪的預測保持不變,預計2025年汽車銷量為550萬輛,淨利潤為600億元,重申比亞迪“高度確信跑贏大市”評級,目標價為483港元。
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