《大行報告》美銀證券升比亞迪(01211.HK)目標價至431元 次季盈利勝預期
美銀證券發表評級報告指,比亞迪(01211.HK)今年上半年初步純利為28億元人民幣至36億元人民幣,按年增139%至207%,而扣除一次性項目,純利為25億元人民幣至33億元人民幣,按年增578%至795%,優於該行預期;這亦意味著次季純利為20億元人民幣至28億元人民幣,按年增113%至198%,按季增146%至245%,而扣除一次性項目,次季盈利或按年增341%至519%。
該行表示,截至6月底,比亞迪接獲約70萬張訂單,並計劃上調月產由16萬至18萬部上調至逾25萬部,並目標今年交付150萬至200萬部汽車。
該行表示,基於強勁需求及產能擴張加速,以及考慮到今年上半年盈利表現及銷量,將比亞迪今年、明年及2024年的各年銷量預測分別上調14%、15%及16%;同時,將公司今年、明年及2024年的各年每股盈測分別上調52%、39%及31%,並將其目標價由375元上調至431元,重申其評級為「買入」。(ca/k)
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