大华继显分析师在最新报告中指出，比亚迪首季盈利或已触底。这家中国汽车制造商第四季度利润虽符合该机构预期，但因营收疲软而未达市场共识。不过，分析师预计随着新技术发布及海外扩张推进，比亚迪盈利将从今年第二季度开始复苏。值得注意的是，其对外电池销量在2025年激增，2026至2028年复合年增长率有望达到38%。基于此，分析师将2026-2027年净利润预测大幅上调58%-100%。大华继显随之将评级从"卖出"调升至"买入"，目标价从81港元大幅提升至130港元。截至发稿，比亚迪股价下跌2.2%，报102.40港元。
（本文完） 2026年4月2日 00:32 ET（04:32 GMT）
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