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《大行報告》匯豐研究上調比亞迪(01211.HK)目標價至350元 評級「買入」
阿思達克 07-12 10:41
匯豐研究發表報告,指新能源車增長續跑贏大市,上調2021至2022年新能源車銷量預測13%,其中比亞迪(01211.HK)乘用車於5月份銷量按年增長54%,跑贏內地汽車市場的38%增長,預期新能源車的增長動力會加強,因受強勁產品周期帶動。

該行維持予其「買入」評級,升2021及2022年收入預測分別3%及7%,以反映新能源車銷量展望,另外亦看好分拆個別業務如IGBT能源半導體等,料有助釋放價值,帶來估值重評;但預期隨著疫情放緩,非核心業務(如口罩)的盈利能力不會如以往般強勁,故降2021及2022年盈測分別12%及2%,目標價則由340元升至350元。

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