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大行評級|摩根大通:予比亞迪H股目標價600港元 初步業績勝於預期
格隆匯 04-11 13:22

摩根大通發表研究報告指,比亞迪初步業績勝於預期,管理層預計全年每輛車的平均利潤爲1萬元。該行認爲該指引保守,相信集團在關稅壓力下,相對於國內及全球同行仍相對錶現良好。

該行留意到市場對比亞迪的預測本年至今累計上調13%,即使摩通對比亞迪的預測仍高於同業。摩通預期,他們今年每輛車的平均利潤可達1.05萬元,予比亞迪H股目標價600港元,評級“增持”。該行料中國OEM在美國以外的海外市場的擴張速度不會放緩。

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