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大行評級丨里昂:維持比亞迪“高度確信跑贏大市”評級 指其優勢將得到進一步鞏固
里昂發表報吿,指有兩個新興趨勢將重塑內地電動車市場格局:大眾市場及20萬元以上價格汽車之間的買家焦點分化,以及新加入者的增長窗口正在關閉,因此最終將是“贏家通吃”的遊戲。該行指出,比亞迪市佔率已很高,預期其持續推出的新技術和強勁的新車週期將進一步鞏固優勢。該行預測比亞迪現季度每輛車利潤可維持9000元,下半年因出口貢獻增加,利潤將增長至每輛逾1萬元。該行維持對比亞迪H股目標價483港元不變,並維持“高度確信跑贏大市”評級。
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