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《大行報告》野村上調比亞迪(01211.HK)目標價至360元 評級「買入」
阿思達克 06-08 10:35
野村發表評級報告,表示比亞迪(01211.HK)近期推三款新車型,再次證實公司已將供應問題減至最小,以及今年餘下時間銷量有高可見度。比亞迪本年至今銷量已超出該行經已樂觀的估算,移除市場對供應鏈中斷的憂慮,受惠於垂直整合經營模式及配置自家生產刀片電池的新車款推出未受干擾。該行引述管理層稱,芯片短缺情況已逐漸改善。 該行將比亞迪今年電動車銷量假設由108萬輛上調至150萬輛,明年則由139萬輛上調至200萬輛。 野村表示,將公司今年及明年每股盈測分別上調22%及23%,將其目標價由347元上調至360元,維持其評級為「買入」,並列為行業首選。
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