比亞迪(01211.HK)挫逾3% 花旗稱第四季核心業務淨利潤遜預期
比亞迪(01211.HK)今日(30日)低開0.86%後跌幅擴大,最低見178.6元。現報179.4元,跌3.6%,成交259.51萬股,涉資4.69億元。
比亞迪預計去年純利介乎290億至310億元人民幣,按年升介乎74.5%至86.5%。花旗稱,比亞迪去年利潤預測符合預期,不過去年第四季與核心業務相關的淨利潤出現按季下跌,不及預期,相信主要受累於年底為經銷商額外增加全年獎金有關。
花旗續指,比亞迪第四季核心淨利潤按季下跌亦受累於高端產品的銷售組合改善較預期慢,以及大眾市場上出現減價戰及競爭激烈的情況,預計今年首季比亞迪整體批發數量約為56萬輛,按年增長1%,相信公司股票短期會受1月行業需求疲軟所拖累,但維持其「買入」評級以及行業首選。
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