智通财经APP获悉，野村发布研报称，维持比亚迪股份(01211)“买入”评级，目标价由375港元上调至496港元。该行将比亚迪今明两年的电动车出货量预测上调9%及13%，分别至550万和680万辆，同时将营业额预测上调9%及10%。该行又将集团今年的毛利率和经营利润率分别调升0.3个百分点，并预期公司在2023至26年间的收入和盈利年复合增长率分别为23%及28%。
野村指，随着比亚迪在汽车搭载天神之眼智能驾驶系统，相信中国电动车市场的领导者已进入汽车业进化的下一阶段。虽然这将进一步提升比亚迪在市场发展步伐方面的竞争优势，但该行认为，集团今年在价格竞争方面会减低进取程度，从而减低利润率压力。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.