《大行》招商证券吁长线趁低吸纳比亚迪(01211.HK) 目标价170元

阿斯达克财经
Jun 11, 2025

招商证券研究报告指,比亚迪(01211.HK) 5月海外销量大增至8.9万辆,管理层预计出口销量逐月提升,有望超预期达到100万辆以上,超出原先指引的82万辆。公司对出海信心非常强,整体进入爆发期,海外售价相对稳定。另外,管理层预期中国新能源汽车长期渗透率可达80%、甚至90%,目前电动化的技术变革未结束,仍有充电速度和低温性能等痛点需要解决。公司目标成为全球汽车公司,长期年销量目标达1,000...

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