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《大行报告》《大行报告》高盛上调比亚迪(01211.HK)目标价至313元 评级「买入」
阿思达克 07-16 09:47
高盛发表报告表示,提升了对比亚迪股份(01211.HK)DM-i混能车2021至2025年的交付预测及2022-25年的电池外部销售预测,以反映受惠行业需求理想,指公司产品在汽车、电池业务上均表现强劲。该行将比亚迪2021至2023年净利预测升3-5%,对比亚迪H股目标价由308元升至313元,相信内地乘用车行业将倾向采用LFP(锂铁磷酸盐电池)阴极,加上公司在刀片LFP产能亦有进展,相信将带动股价进一步走向该行目标价。

在2020年业绩发布会上,比亚迪管理层宣布叫停NCM(镍、钴、锰电池)生产,并聚焦于以LFP(锂铁磷酸盐电池)为基础的电池研发及生产,公司强调LFP具扩张能力,且成本效益较高,以及具温度稳定性,可支持广泛使用。

高盛表示,在相关决定后比亚迪的电池产能亦转向LFP(锂铁磷酸盐电池),其生产及研发均在全资子公司弗迪电池下进行,而弗迪电池据报在内地有八个生产点,地点聚焦于华南部及华西地区,估计是希望靠近汽车生产商,而当地人工成本亦具效益。

而弗迪电池八个生产基地中,有四个是用于生产刀片电池,合共提供75吉瓦时的产能,当中有20吉瓦时在去年底已准备好,估计今年6月底有38吉瓦时准备好,而今年底及明年则料分别有75吉瓦时及100吉瓦时预备好。(el/w) ~

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