摩通:上調比亞迪(1211.HK)H股目標價至400港元 盈利表現穩固
摩通發研報指,受到穩健的銷量以及產品組合推動,比亞迪股份(1211.HK)第三季盈利略高於預期,盈利表現穩固,而年初至今,比亞迪股價已上漲49%,跑贏大多數代工生產商和恆生中國企業指數,加上其潛在的正面催化劑,包括電其半導體子公司的上市等,將其H股目標價由350港元上調至400港元,予“增持”評級,並將A股(601633.SH)目標價由308元人民幣升至329元人民幣,予“中性”評級。
該行表示,預計公司的新能源汽車銷量將在今年第四季度進一步上升至24.7萬輛,而明年將達到89.4萬輛,並料在電池業務方面,公司或能從其他代工生產商手中得到更多訂單。

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