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大行評級|里昂:上調比亞迪H股目標價至483港元 維持“高度確信跑贏大市”評級
格隆匯 03-10 10:08

里昂發表研報指,比亞迪在中國市場日益領先的地位及強勁的出口勢頭,將推動短期盈利超出預期,併爲長期成功奠定基礎。里昂提及,在比亞迪智能駕駛發佈一個月後,看到其策略成功緩解了競爭壓力,今年第一季度出貨量按年增長約60%,市場份額持續增加。在盈利方面,該行估計比亞迪今年第一季度出口量按年增長104%,推動每架車利潤達到9000元。

里昂預期,比亞迪股價有超過32%的上漲空間,因爲當前估值尚未完全反映比亞迪技術護城河,以及出口利潤提升所帶來的重新評價趨勢。該行將比亞迪H股目標價由443港元上調至483港元,維持“高度確信跑贏大市”評級。

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