高盛:比亚迪首季净利润超预测中值 预计销量进一步增长

格隆汇
09 Apr

高盛表示,比亚迪公布2025年第一季度初步净利润为85亿至100亿元,较高盛预测和市场共识中值分别高出25%和20%。该行认为,盈利强劲主要得益于规模经济效应,2025年第一季度销量按年增长60%(相较于中国新能源车行业批发量按年增长47%);以及销售结构改善,海外销售在2025年第一季度占总销量的21%(相较于2024年第四季度的8%和第一季度的16%)。展望未来,该行预期比亚迪销量进一步增长,...

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