比亞迪創歷史新高 市值突破8000億
格隆匯8月4日丨汽車股集體大漲,比亞迪A股盤中一度漲9.49%報306.66元,H股一度漲超9%報282.4港元,均創歷史新高;早已成為中國車企市值TOP1的比亞迪今日盤中總市值一度突破8000億人民幣,即將超過中國石油市值。資本市場對比亞迪的關注絕非汽車這一單一板塊,而是對比亞迪背後整體的估值(汽車、電池和半導體分拆)。高盛日前發佈研報稱,維持比亞迪H股“確信買入”名單,上調2022-23年淨收入預期1-2%,目標價由313港元升至321港元。花旗也發表研報給出五大看好比亞迪的理由:第一是比亞迪為內地少數能自身研發及生產汽車用“絕緣柵雙極型晶體管”(IGBT)、微控制單元(MCU)、CIS、電池管理系統及碳化硅功率場效應晶體管公司;第二是比亞迪分拆比亞迪半導體上市進展順利、第三是潛在投資者均與公司涉及交易、第四是估計公司純電動車於6月至8月銷售按月可錄增長強勁、第五是預期內地本地純電動車品牌企業至2025年市場份額將達到70%。


Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.