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比亞迪AH股升7%及6% 本周最多累升約25%
阿思達克 01-17 13:56

本周初獲花旗維持看74.7元的比亞迪(01211.HK)本周大幅跑贏同業及大市,其AH最多曾累升25%左右;H股今早低開見45元,守穩牛熊線(44.53元),突破上升旗形,掉頭節節向上,午後高見48.85元(本周最多累升26%),回補去年8月2日下跌裂口頂部(48.75元),現造48.35元,升逾6%,成交增至1,212萬股,涉資5.75億元;其A股也逆市續升7%報57.85元人民幣,最高見58.59元人民幣(本周最多累升25%),創逾八個月高,成交增至3,942萬股。

比亞迪董事長日前王傳福透露,比亞迪近期開發的「刀片電池」將首次量產,並應用在新車型比亞迪「漢」。據《證券時報》引述比亞迪相關人士表示,新型電池體積比能量密度能提升50%左右,成本估計下降20%-30%。

國家工信部部長苗圩本周初於一個論壇上表示,新能源汽車補貼於今年7月1日起將不再下降,意味著原定2020年後新能源汽車補貼政策全部退出的安排可能會延後。花旗指,中國政府今年對電動汽車補貼金額下調幅度小於預期,料僅較去年7月所訂下水平下調20%,而非之前預期減少50%,有利比亞迪,故維持其「買入」評級及H股目標價74.7元不變。

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