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花旗對新能源車業看法轉正面 比亞迪AH股隨內地同業續漲10%
阿思達克 02-05 13:17
花旗昨天表示,基於內地政策潛在轉向,該行對新能源車汽車行業看法轉為正面,料中央會於3月推出新一輪新能源汽車刺激計劃,2021年仍有機會不會全面削減新能源汽車補貼,令毛利率長期復甦更清晰,相信比亞迪(01211.HK)連業務模式最能受惠,料比亞迪新能源汽車註冊量按年增30%達30萬輛,今明兩年盈測分別為26.16億及31.86億人民幣,故重申其「買入」評級,按現金流折現率作估值,將H股目標價由74.7元,上調至80元。 內地新能源車板塊承昨天彈3.7%勢頭,今天進一步急漲5.9%(居升幅榜前十位),有18隻個股漲停,包括比亞迪(002594.SZ)報62元人民幣。 獲花旗升價至80元的比亞迪H股連升第三天,承昨天續漲5.9%強勢,今天股價升破牛熊線(44.52元),最高見48.9元,現造48.44元,急漲10%,成交增至1,453萬股,涉資6.86億元。 其他車股升幅介1.5%-4.5%,華晨(01114.HK)及廣汽(02238.HK)升幅最大分別報7.13元及8.49元,股價均重越10天線;藍籌吉利(00175.HK)報13.12元,續升2.8%,股價曾越10天線(13.2元),高見13.52元。(sz/a)~ 阿思達克財經新聞 網址: www.aastocks.com
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