Bernstein:降比亞迪(1211.HK)A、H股目標價逾兩成
美資券商Bernstein發表報告,預期比亞迪(1211.HK)受電動汽車補貼減少及市場競爭激烈影響,明年的汽車業務毛利率或會繼續惡化,遂下調公司A股(002594.SZ)目標價26%至26元人民幣,H股目標價亦調低25%至30港元。
Bernstein預期,比亞迪受累於電動汽車補貼減少及市場競爭激烈,明年汽車業務毛利率或持續惡化至14%。另外,該行將比亞迪今年乘用車銷量預測由38萬輛下調至24萬輛,以反映政策挑戰等因素,並降低公司2020年每股盈利預測。
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