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大和:升比亞迪(1211.HK)目標價至44港元 維持“持有”評級
格隆匯 02-14 14:08

大和研報指,比亞迪(1211.HK)今年仍面臨不確定性,預期工信部對新能源車的補貼減少或會延遲執行,減少幅度也可能較去年的六至七成為小,並料補貼會持續到2021年,為公司帶來潛在盈利上升空間。該行將比亞迪2019年度每股盈利預測調升6%,惟2020-21年度每股盈利預測則下調5-9%,以反映肺炎疫情的負面影響及新能源車銷售疲弱。該行將目標價由37港元上調至44港元,維持“持有”評級。

報告又指,新型冠狀病毒肺炎的爆發及市場需求疲弱,預期今年新能汽車銷量按年跌12%。又預料,由於基數低及去年七月新推出的SUV車型宋Pro,公司今年的內燃引擎汽車銷量或將按年上升11%。

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