野村:比亚迪业绩Q2触底,技术升级+海外扩张蓄势,2026年将迎来盈利拐点

华尔街见闻
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野村证券在一份最新研究报告中指出,比亚迪的业绩可能已在2025年第二季度触底。尽管国内市场竞争加剧导致公司短期盈利承压,但其在技术升级上的持续投入和海外市场的迅猛扩张,正为2026年可能到来的盈利拐点蓄积动能。 据追风交易台消息,该行分析师Joel Ying和Ethan Zhang在9月1日发布的报告中表示,比亚迪第二季度的业绩表现低于市场预期,盈利能力显著受挫。期内毛利率(GPM)降至16.3%...

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