研報掘金丨招商證券:建議長線趁低吸納比亞迪 拆股後目標價170港元
招商證券發表研究報告指,比亞迪5月海外銷量大增至8.9萬輛,管理層預計出口銷量逐月提升,有望超預期達到100萬輛以上,超出原先指引的82萬輛。公司對出海信心非常強,整體進入爆發期,海外售價相對穩定。另外,管理層預期中國新能源汽車長期滲透率可達80%、甚至90%。公司目標成爲全球汽車公司,長期年銷量目標達1000萬輛。
該行建議長線趁低吸納,維持目標價170港元(拆股後),予“增持”評級。
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