《大行》里昂重申比亚迪(01211.HK)“高度确信跑赢大市”评级 盈利能力被低估

阿斯达克财经
Sep 02

里昂发表报告指,市场对出口退税可能下调及欧盟关税的忧虑,加上业绩符合预期,已令比亚迪(01211.HK) 股价过去两日出现波动。但该行认为市场反应低估了比亚迪的盈利能力,预期强劲的国内销售反弹及海外加速将推动2027年盈利增长约25.7%。该行估计比亚迪将于年底前达致每月50万辆销量,并于明年实现至少250万辆出口。额外的产能扩张应足以抵销政策不确定性的影响。重申目标价120元,以及“高度确信跑赢...

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