《大行報告》匯豐研究上調比亞迪(01211.HK)目標價至464元 評級「買入」
比亞迪股份(01211.HK)11月份新能源汽車產量91,829輛。匯豐研究將比亞迪目標價由455元上調至464元,評級「買入」,指其產品管線將能令其銷量在明年進一步增長。
匯豐研究指,比亞迪在上月發布了新的DM-i型號「宋pro DM-i」,入場價13.6萬元人民幣,預計明年初其將推出另一純電動車型號「元plus EV」,認為其強勁的插電式混合動力車技術及e3.0電動車平台,將有機會促使該公司在明年推出8至10款新型號。
匯豐研究指,數據顯示於10月,磷酸鐵鋰(LFP)電池佔總安裝電池容量組合54.7%,比亞迪等中國電池製造商將能捕捉大量市場機遇,預計比亞迪將以其具競爭力的刀片電池,繼續提升其外部訂單。
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