野村发表报告，指比亚迪(01211.HK) 推出“天神之眼”智驾系统，相信中国电动车市场领导者进入下一阶段的汽车业演变，即智能化。此举将进一步改善其在市场发展速度上对比同业的竞争优势，该行亦相信此举显示公司试图今年在价格竞争上减少进取性，意利利润率压力减少。
该行上调对公司今明两年电动车交付预测9%及13%，至550万及680万辆，收入预测上调9%及10%，并调整今年毛利率及经营溢利率0.3个百分点，预期公司在2023年至2026年间收入及盈利年复合增长率分别达23%及28%。
该行上调对比亚迪H股目标价，由375元上调至496元，维持“买入”评级。(fc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-26 16:25。)
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