里昂:比亚迪股份规模经济难以挑战 优势将进一步巩固

智通财经
28 Apr

智通财经APP获悉,里昂发布研报称,指出有两个新兴趋势将重塑内地电动车市场格局:大众市场及20万元人民币以上价格汽车之间的买家焦点分化,以及新加入者的增长窗口正在关闭,因此最终将是“赢家通吃”的游戏。该行维持对比亚迪股份(01211)目标价483港元不变,并维持“高度确信跑赢大市”评级。该行指出,尽管比亚迪市占率已很高,但其规模经济难以挑战,预期其持续推出的新技术和强劲的新车周期将进一步巩固优势。...

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