《大行報告》高盛將比亞迪(01211.HK)納入「確信買入」名單 目標價維持313元
高盛發表的研究報告,將比亞迪股份(01211.HK)納入「確信買入」名單,目標價313元,主要因為Tesla(TSLA.US)預期其汽車生產組合方面,鐵電池及鎳電池比例將邁向2:1,認為鎳/鈷電池儲備帶來了限制,而比亞迪管理層亦與吉林省領導會面,並宣布投資100億元人民幣於一汽福士旁邊的廠房增加新電池產能。該行認為這兩則新聞加上內地電動車行業顯著跑贏,反映鐵電池需求加快將是新的環球趨勢。
該行認為比亞迪在相關趨勢下較吸引,主要因為公司在刀片電池技術上具領導地位,加上公司正加快LFP產能,定位針對外部銷售的產品,估計公司刀片LFP產能到今年底將增至75吉瓦時,按年升275%。該行認為監管、價格競爭等亦屬投資風險,同時汽車生產商與比亞迪電動車競爭時或有機會不優先採購其產品。(el/u) ~
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