美銀:看好比亞迪(1211.HK)未來電動車銷量,予買入評級
格隆匯4月4日丨美銀證券發研報指,比亞迪股份(1211.HK)3月總銷量為10.5萬輛,按年增長157%,按月增長15%,指其年初至三月的銷售額達到了該行預期今年銷量的21%,看好未來電動汽車銷量的增長以及更好的產品組合,以使其利潤增長,予H股目標價350港元,A股目標價354元人民幣,均予“買入”目標價。
該行表示,公司自今年3月起停止生產燃油汽車,未來將專注於純電動汽車(BEV)和插電式電動汽車(PHEV),亦認為上述舉動表明該公司積壓的電動汽車訂單穩固,釋放更多的電動汽車產能,並表明公司成功轉型為純電動汽車公司。該行續指,公司優於同行的交付能力,是由於其具有競爭力的成本,電動汽車車型,新增產能以及一些關鍵零部件的自供。

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