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《大行報告》瑞信:比亞迪(01211.HK)4月銷售符預期 評級「跑贏大市」
阿思達克 05-04 09:58
瑞信發表報告指,比亞迪(01211.HK)4月銷售符預期,目標價維持350元,評級「跑贏大市」。 瑞信指,雖然上海疫情導致行業的零部件供應中斷,但比亞迪4月銷量仍按年升134%至10.6萬輛,創歷史高,表現優勝於其他智能電動車製造商,相信是因為比亞迪核心部件是由自家生產,而生產基地亦遠離華東長三角。 展望未來,瑞信預計比亞迪第二季盈利能力將持續改善,得益於3月份的售價提高。同時強調比亞迪有約40萬輛的積壓訂單,因此近期的銷售量完全是由供應而非需求或新訂單流決定。
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