野村:上調比亞迪(1211.HK)目標價至313.4港元 評級“買入”
野村發表研究報吿指,比亞迪(1211.HK)在上半年受到比亞迪電子(0285.HK)的成本壓力及更低的盈利貢獻下,比亞迪的核心業務有強勁的增長潛力,主要受部份新型號電動車銷售及消費者意欲強勁、其刀 片電池正從環球代工市場及電動車廠商中獲得牽引力。 該行將其目標價由300港元上調4.47%至313.4港元,維持“買入”評級。
野村指,由於市場下調比亞迪電子的盈利預測,因此下調比亞迪2021-22年夠利預測分別43%及24%,不過並不影響對核心業務及電池業務的樂觀看法。 該行續指,下半年的潛在盈利增長或受更強的電動車銷售及發掘更多刀片電池外部客户而再勝預期,而相關因此並未納入本次預測中。

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