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《大行報告》麥格理上調比亞迪(01211.HK)目標價至265元 評級「跑贏大市」
阿思達克 07-05 10:28
麥格理發表研究報告,上調對比亞迪(01211.HK)的預測,以反映外部電池銷售預期上升,料比亞迪今年將銷售3GWh,按年增500%,主要來自儲能系統(ESS)的海外銷售,同時預期公司外部銷售會於2022年錄明顯進展,因公司屬少數有額外產能予外部客戶的電池製造商。

該行同時對公司的PHEV車型看法更正面。公司管理層預期6月新能源車銷售按月增26.3%至4萬輛。另外分拆半導體業務於A股上市一事亦則獲批,相信亦可利好公司股價,2021至23年盈利預測分別上調3.3%、3.1%及3.1%,目標價升38%至265元,重申「跑贏大市」評級。

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