《大行報告》摩通:比亞迪(01211.HK)發盈喜勝預期 評級「增持」
摩通發表報告指,比亞迪(01211.HK)發盈喜,預期中期純利介乎28億至36億元人民幣,按年增139%至207%,較該行預計約25億元人民幣高出12%至44%,即意味著第二季盈利有更明顯的增長,幅度為17%至64%。
摩通預計,比亞迪下半年銷量將較上半年增長58%至100萬架,相信比亞迪將在第四季達到另一個里程碑,即月度新能源車銷量約20萬輛,將跑贏所有內地車企。而該行對比亞迪今年新能源車銷量預測為160萬架,高於公司指引的150萬架。
該行亦預計,比亞迪下半年將推出一個更高端的產品或品牌,通過各品牌的差異化定位,如王朝和海洋系列、騰勢和未來的高端品牌,形成全面的產品組合。
摩通將比亞迪今明兩年的盈利預測提高5%至8%,以反映第二季盈利增長,以及對公司新能源車銷售勢頭有更大的信心。H股目標價為410港元,評級「增持」。A股目標價為353元人民幣,評級「中性」。
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