《大行報告》花旗首予中創新航(03931.HK)「買入」評級 目標價43.3元
花旗發表研究報告表示,中創新航(03931.HK)是繼寧德時代和比亞迪之後的中國第三大電池製造商,主要從事電動汽車(EV)電池和儲能系統產品的設計、研發、生產和銷售。該行指,集團自2018年成功扭虧為盈,並在中國持續擴大電動汽車電池的市場份額,集團計劃到2023年將產能擴大至90Gwh,增長受到全球電動汽車普及熱潮的推動。
報告又指,隨著中創新航規模的擴大,相信集團會實現額外的成本下降,從而提高毛利率。首予其「買入」評級,及目標價43.3元。
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