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《大行報告》花旗籲吸納比亞迪(01211.HK) 指具五大看好理由
阿思達克 06-18 12:09
比亞迪(01211.HK)早市股價升3%收229.6元,成交15.33億元,踞港股半日成交最高金額榜的第七位。花旗發表報告,市場近日傳出內地政府高層將按排一項關鍵計劃,以幫助內地芯片製造商提升競爭力,相信消息對比亞迪影響正面,該行認為目前是時候吸納比亞迪,予「買入」評級及目標價287元。

該行同時列出五大看好比亞迪的理由,第一是比亞迪為內地少數能自身研發及生產汽車用「絕緣柵雙極型晶體管」(IGBT)、微控制單元(MCU)、CIS、電池管理系統及碳化硅功率場效應晶體管公司;第二是比亞迪分拆比亞迪半導體上市進展順利、第三是潛在投資者均與公司涉及交易、第四是估計公司純電動車於6月至8月銷售按月可錄增長強勁、第五是預期內地本地純電動車品牌企業至2025年市場份額將達到70%。

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