《大行报告》美银证券升比亚迪(01211.HK)目标价至431元 次季盈利胜预期
美银证券发表评级报告指,比亚迪(01211.HK)今年上半年初步纯利为28亿元人民币至36亿元人民币,按年增139%至207%,而扣除一次性项目,纯利为25亿元人民币至33亿元人民币,按年增578%至795%,优于该行预期;这亦意味著次季纯利为20亿元人民币至28亿元人民币,按年增113%至198%,按季增146%至245%,而扣除一次性项目,次季盈利或按年增341%至519%。
该行表示,截至6月底,比亚迪接获约70万张订单,并计划上调月产由16万至18万部上调至逾25万部,并目标今年交付150万至200万部汽车。
该行表示,基于强劲需求及产能扩张加速,以及考虑到今年上半年盈利表现及销量,将比亚迪今年、明年及2024年的各年销量预测分别上调14%、15%及16%;同时,将公司今年、明年及2024年的各年每股盈测分别上调52%、39%及31%,并将其目标价由375元上调至431元,重申其评级为「买入」。(ca/k)
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