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《大行報告》美銀證券:比亞迪(01211.HK)料毛利率首季後好轉 外部銷售佔今年電池銷售兩成
阿思達克 06-13 11:34
美銀證券發表報告指,與比亞迪(01211.HK)管理層舉行了會議,集團預期毛利率在今年首季過後會好轉,主要由於電池材料成本下降或趨穩定、生產及銷售規模擴大,及早前的加價料將陸續反映。 另外,比亞迪預期外部銷售將佔今年電池銷售兩成,因內部需求強勁及原材料成本上升,集團稱外部供應會以大客戶優先,例如紅旗及豐田。 美銀證券維持對比亞迪H股「買入」評級及目標價375元。
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