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《大行報告》摩通上調比亞迪(01211.HK)目標價至350元 評級「增持」
阿思達克 08-30 10:57
摩根大通發表報告指,比亞迪(01211.HK)今年第二季業績大致符合該行預期,若撇除去年同期口罩業務的一次性收益,次季盈利按年是有明顯增長。 該行預期,受非常強勁的積壓訂單,以及其電池廠生產瓶頸問題減輕所支持,集團新能源車銷量於今年下半年可倍翻,且電池業務有機會獲得外部客戶訂單。另外,若集團的半導體業務能夠成功上市,技術上可成正面的催化劑。 摩通上調比亞迪股份目標價,由250元升至350元,評級維持「增持」,並調升對集團的長期預測,最新估計其於2025年的新能源車銷量可達100萬輛。
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