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《大行報告》匯豐研究上調比亞迪(01211.HK)目標價至342元 評級「買入」
阿思達克 05-11 10:42
匯豐研究發表研究報告指出,比亞迪(01211.HK)4月份的新能源車銷量按年增長133%,主要由於強勁需求增長,以及公司供應鏈受疫情影響較少。至於新能源車產品實力強勁及加速周期,或令公司新能源車銷量勢頭持續,有助推動股價表現。 該行維持對比亞迪的「買入」評級,H股目標價由332元上調至342元,對其2022至2023財年的純利預測平均上調1%,收入增長預測上調4%及3%,汽車均價升7%。不過,由於今年首季商品價格高企影響公司成本的程度超過該行早前預期,故對公司毛利率預測平均下調0.8個百分點。該行對比亞迪2022至2024財年的最新純利預測,分別較市場預期高49%、35%及38%。
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