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研報掘金丨中原證券:比亞迪業績穩步向上,首予“買入”評級
格隆匯 04-01 14:56

中原證券研報指出,比亞迪(002594.SZ)24年實現歸母淨利潤402.54億元,同比+34.00%;Q4實現歸母淨利潤150.16億元,同比+73.12%。公司各項業務保持增長,業績穩步向上。汽車、汽車相關產品及其他產品業務的收入爲6173.82億元,同比增長27.70%,公司汽車銷量繼續保持強勁增長,全年乘用車銷量達425萬輛,同比增長41.07%,市佔率提升至33.2%。政策支持下,汽車行業消費有望進一步釋放。新能源汽車行業在科技智能賦能下滲透率有望再突破。公司電動化、智能化技術持續提升,推動公司銷量提升,公司持續加速全球化佈局,海外銷售有望持續增長,首次覆蓋給予公司“買入”投資評級。

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