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《大行報告》花旗升比亞迪(01211.HK)目標價至410元 評級「買入」
阿思達克 08-03 11:50
花旗發表研究報告,上調比亞迪(01211.HK)H股目標價由327元升至410元,評級「買入」,並上調2022至2023年盈測至分別74億及155億元人民幣,主因該行預期比亞迪本季將公布重大LFP電池對外付運計劃,至2023年年化電池產能將擴大至逾200吉瓦時;受惠銷售增長加快,下半年新能源車業務毛利按半年料顯著復甦;自次季起銷售組合改善,快速從虧損中的ICE產品撤離;在7月15日期限前沒就上半年業務發盈警。該行目標價意味一萬億元人民幣市值,今年預測市盈增長率2.6倍,及明年預測市盈率136倍,該行對比亞迪展開30天正面催化劑觀察,料上述正面催化劑將帶來估值重評。
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