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《大行》交銀國際調整比亞迪(01211.HK)目標價至167.75元 維持「買入」評級
阿思達克 06-12 11:16
交銀國際發表研究報告指,比亞迪(01211.HK)5月銷售新車約38.25萬輛,按年增加5.3%,按月升1.2%,其中新能源乘用車銷量約為37.69萬輛,按年增14.1%。雖然內地市佔率按月略為下降,但仍以顯著優勢穩居業界第一,進一步拉大與競爭對手的差距。 報告提到,比亞迪股份出口創新高,全球化佈局加速。5月比亞迪海外新能源車銷售達8.9萬輛,其中乘用車及皮卡海外銷售8.86萬輛,較去年同期升133.6%,出口佔比提升至23%,創歷史新高。當前海外銷售增長勢頭強勁,並成為集團的新增長點。 該行表示,比亞迪5月的銷售表現凸顯其「規模+技術+品牌」的競爭優勢,在內地市場保持領先的同時,海外擴張亦加快突破。未來,隨著高端品牌矩陣完善、海外產能釋放及新技術應用,集團可望進一步鞏固全球新能源車龍頭地位,維持「買入」評級,在變相「一拆三」後,目標價調整至167.75元。
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