《大行報告》美銀證券籲買入比亞迪(01211.HK) 看好電動車銷售前景及受惠磷酸鐵鋰電池應用
美銀證券發表報告表示,比亞迪(01211.HK)10月乘用車及商用車銷量近9萬輛,按年升88%,按月則升12%,並指公司今年首十個月以來銷量按年升71%至54.3萬輛,達到對其今年銷量預測的82%。該行指比亞迪10月純電動汽車銷量達到4.1萬輛,按年升176%,10月插電式混合動力汽車銷量達3.9萬輛,按年升逾4倍,而10月燃油汽車銷量僅9,000輛,按年下滑64%
該行指,比亞迪旗下插電式混合動力汽車銷量表現顯示,其持續取代燃油汽車,同時提升了公司毛利表現,而比亞迪10月份的電動汽車電池安裝量為4.6GWh,按年大升202%,按月亦增長8%。
美銀證券維持比亞迪「買入」投資評級及目標價405元,該行看好電動汽車銷量的增長前景、公司更好的產品組合及更廣泛LFP(磷酸鐵鋰)電池應用帶來的利潤率改善前景。
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