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高盛上調比亞迪(01211.HK)目標價至321元 維持「確信買入」名單
阿思達克 08-03 09:50
高盛發表報告指,上調比亞迪(01211.HK)電池產量預期,以及2022年至2023年淨收入預期1-2%,上調目標價,由313元升至321元,維持對其「確信買入」名單。 該行表示,比亞迪近期確保今年下半年至2023年之2.4萬噸六氟磷酸鋰(LiPF6)之供應。LiPF6為電池電解液中最重要的成份,做為鋰離子電池電解質,用於鋰離子動力電池、鋰離子儲能電池,及其他日用電池。 該行指,按每輛車需要60kWh計算,上述供應量可支持未來2.5年生產260萬電池,相等於今年公司汽車產量指引的13倍,反映公司有可向外部供應電池。同時行動亦反映公司有意在系內建立生產策略性部件生產線,相信有助抵禦供應鏈風險問題,以及確保未來可以應付研發。
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