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《大行報告》高盛引述比亞迪(01211.HK)指刀片電池業務訂單交付強勁 料8月發貨可望加速
阿思達克 08-02 11:27
比亞迪(01211.HK)今早股價受捧,盤中曾高見258.8元,最新升4.1%報248.8元。高盛近日發表報告,與比亞迪的銷售經理進行投資者會議,該行引述比亞迪銷售經理透露,近期刀片電池業務訂單交付強勁,自從公司於1月份推出其DM-i超級混動技術系統、3月推出首款相關平台車輛,相關積壓訂單一直在迅速增加。一般而言,經銷商的客戶需要下單後等待三個月,而比亞迪預計於今年8月開始相關發貨可望加速。

比亞迪銷售經理估計,DM-i超級混動技術系統產品,將在今年下半年佔經銷商總訂單的60%以上,對比今年上半年佔比不到30%,並指相關交付受到電池供應限制。該行預計該產能將從2020年底的20GWh,至2021年年底增至70GWh,估計可受益於DM-i超級混動技術系統及外部銷售業務。

至於比亞迪「漢」方面,比亞迪銷售經理指該型號大約是經銷商銷量今年上半年的三分之一。7月深圳市政府的新能源汽車相關補貼結束,在深圳的訂單減少約50%,但指對其他內地城市並無影響。比亞迪經理預計未來幾個月比亞迪「漢」的銷量將可恢復,或於第四季開始回升。

高盛表示,維持比亞迪H股「買入」評級(「確信買入」名單)及目標價313元。

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