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《大行報告》《大行報告》高盛上調比亞迪(01211.HK)目標價至313元 評級「買入」
阿思達克 07-16 09:47
高盛發表報告表示,提升了對比亞迪股份(01211.HK)DM-i混能車2021至2025年的交付預測及2022-25年的電池外部銷售預測,以反映受惠行業需求理想,指公司產品在汽車、電池業務上均表現強勁。該行將比亞迪2021至2023年淨利預測升3-5%,對比亞迪H股目標價由308元升至313元,相信內地乘用車行業將傾向採用LFP(鋰鐵磷酸鹽電池)陰極,加上公司在刀片LFP產能亦有進展,相信將帶動股價進一步走向該行目標價。

在2020年業績發布會上,比亞迪管理層宣布叫停NCM(鎳、鈷、錳電池)生產,並聚焦於以LFP(鋰鐵磷酸鹽電池)為基礎的電池研發及生產,公司強調LFP具擴張能力,且成本效益較高,以及具溫度穩定性,可支持廣泛使用。

高盛表示,在相關決定後比亞迪的電池產能亦轉向LFP(鋰鐵磷酸鹽電池),其生產及研發均在全資子公司弗迪電池下進行,而弗迪電池據報在內地有八個生產點,地點聚焦於華南部及華西地區,估計是希望靠近汽車生產商,而當地人工成本亦具效益。

而弗迪電池八個生產基地中,有四個是用於生產刀片電池,合共提供75吉瓦時的產能,當中有20吉瓦時在去年底已準備好,估計今年6月底有38吉瓦時準備好,而今年底及明年則料分別有75吉瓦時及100吉瓦時預備好。(el/w) ~

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