野村发表报告表示，比亚迪(01211.HK) 公布第一季度初步业绩指引，预计盈利在85亿至100亿人民币之间，按年增长86%至119%，但与2024年第四季度的强劲季节相比，因季节性疲软，按季下降33%至43%。
该行指，考虑到比亚迪2025年第一季度乘用车销量达到98.6万辆，按年增长58%，但按季下降35%，该行认为这表明2025年第一季度的盈利能力显著改善，估计单位净利润约为8,500人民币，按年增长34%。这主要得益于业务规模扩大、相较一年前较不激进的定价策略，以及海外市场贡献的提升。该行予比亚迪“买入”评级，目标价491元。(ad/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-08 16:25。)
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