大行評級|大華繼顯:上調比亞迪目標價至510港元 上調今明兩年淨利預測
大華繼顯發表報告指,由於利潤率上升,比亞迪第四季淨利潤高於預期,達150.16億元,按年上升73%,按季上升29%。單車淨利按年上升10%至8820元。管理層的目標是在2025年銷量達到550萬至600萬輛及穩定的單車純利。基於較高的銷售量和利潤率,該行上調2025至2026年的淨利預測各18%和14%至558.13億元和657.33億元,並引入2027年的淨利預測758.17億元。該行維持對其“買入”評級,目標價由410港元上調至510港元。
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