高盛升比亚迪目标价至415港元 上调盈测

美港电讯
24 Feb

【高盛升比亚迪目标价至415港元 上调盈测】金十数据2月24日讯,高盛的研究报告指,比亚迪(01211.HK)上季新能源车交付量录得152万辆,按年升61%,按季升34%。公司期内在内地的新能源车零售市场的市占率由去年第三季的36%跌至去年第四季的33%。该行料公司去年第四季收入将按年增47%至2650亿人民币,汽车业务收入按年增47%至1970亿人民币,剔除增值税的平均售价为12.9万人民币,按年跌9%。该行亦料,销量规模增长将带动毛利率、汽车业务毛利率以及EBIT利润率按季上升。该行预计公司去年第四季的净利润按年增79%至160亿人民币,单位利润按年升11%至1.02万人民币。高盛将比亚迪的2024至2026年净利润预测上调6%至9%,目标价由364港元升至415港元,维持买入评级。

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