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大行評級|麥格理:確信比亞迪有望成為下一間豐田汽車 H股目標價上調至300港元
格隆匯 07-05 10:27

麥格理髮表研究報吿指,對比亞迪的長期看法仍然不變,並確信公司有望成為下一間豐田汽車。該行預期,在歐盟關税問題明朗化的情況下,比亞迪將更積極進軍海外市場。另外,比亞迪擁有戰略生產彈性,能夠出口或本地生產純電動車及插電式油電混合車。該行預計,比亞迪於2030年有約20%汽車產能可能位於海外。

該行表示,鑑於內地電動車行業盈利的不確定性,投資者或將比亞迪視為今年下半年更為安全的增長股份。至於比亞迪更積極的海外擴張消息,亦可能支持其股份進一步估值重估。該行預計,比亞迪今年下半年的利潤率將持續錄得改善。另外,麥格理將比亞迪2024及2025財年的銷售預測,分別上調5%及3%;比亞迪H股目標價上調9%至300港元,予以“跑贏大市”評級。

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