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大行評級|高盛:上調比亞迪目標價至437港元 預計銷量和利潤持續改善將推動股價上漲
格隆匯 04-01 14:59

高盛上調對比亞迪目標價,由415港元上調至437港元,維持“買入”評級。該行認爲,鑑於今年強勁的新車款週期及諸如“天神之眼”及“超級e平臺”等新技術推出,預計比亞迪銷量和利潤持續改善將進一步推動股價上漲。

該行指,比亞迪預計今年實現550萬輛的銷售量,按年增長29%,其中490萬輛來自國內市場,基於中國新能源汽車總銷量1,400萬輛及比亞迪保持35%市佔率的假設,海外市場貢獻60萬輛。該行亦預計比亞迪將提升毛利率及淨利潤率,公司持續的成本降低及規模經濟效應有助抵銷市場競爭的壓力。

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