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大行評級丨摩根大通:比亞迪首季業績超預期 重申“增持”評級並續列爲行業首選股
摩根大通發表研報指,比亞迪首季業績超出預期,根據該行與管理層在上海車展的交流,其搭載自動駕駛功能新車型銷量已佔總銷量的60%至70%,相信未來數月訂單量將維持穩定,並預測比亞迪在價格超過20萬元的中國高端汽車市場銷量佔比將由去年的14%,提升至約20%,有助提升公司整體盈利能力。摩通目前預測比亞迪今年銷量按年增長約30%,至約550萬輛,而到明年全球交付量預期將達到650萬輛,重申長期給予“增持”評級,續列爲行業首選股,目標價爲600港元。
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