《大行》汇丰研究:油价急升明显利好电动车及储能需求 比亚迪(01211.HK)、吉利(00175.HK)与宁德时代(03750.HK)成主要受惠者

阿斯达克财经
Yesterday

汇丰研究发表报告指,国际油价急升对电动车普及及储能需求是明显利好。比亚迪(01211.HK) 、吉利(00175.HK) 与宁德时代(03750.HK) 成主要受惠者,均予“买入”评级,各予目标价139元、30元及648元。报告指,油价上升将进一步改善电动车相对于传统燃油车的总拥有成本,同时也会提升电气化及能源储存解决方案的整体价值。虽然消费者及车队的反应可能会有所滞后,短期汽车需求仍会受宏观经济...

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