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比亞迪(002594.SZ)尾盤漲停逼近300元關口 再創歷史新高
格隆匯 08-02 15:19
格隆匯8月2日丨比亞迪(002594.SZ)尾盤封漲停板報291.18元,創歷史新高;H股目前漲超8%報260港元,逼近今年1月份的歷史最高價278.149港元。比亞迪目前總市值7544億元,即將超過中國石油。新能源汽車行業正逢多重利好:7月30日召開的中共中央政治局會議強調,要挖掘國內市場潛力,支持新能源汽車加快發展。另外,理想汽車、小鵬汽車目前已公佈7月銷售數據,雙雙創單月交付量新紀錄,預示新能源汽車行業的超高景氣。中金稱,新能源汽車盈利和產業景氣度仍然向上,相比其餘行業基本面相對優勢明顯。花旗預計比亞迪第三季將宣佈大規模的外部磷酸鐵鋰電池出貨計劃,料下半年集團的電動車業務毛利將較上半年大幅回升,將其港股目標價由327港元上調至410港元,A股目標價由299元上調至352元人民幣。高盛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,維持比亞迪H股買入評級及目標價313港元。

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