花旗:维持比亚迪“买入”评级,H股目标价142港元

智通财经
6 hours ago
【花旗:维持比亚迪“买入”评级,H股目标价142港元】花旗发表报告,估算比亚迪8月底的库存按月微幅下降0.01个月,维持在正常水平。在假设9月出口量按月增长3%,且搭戴第二代刀片电池的新能源车出货量按月潜在扩增2万辆的情况下,该行认为库存周转天数可望稳定维持在1.9个月,进而支撑9月整体批发出货量达到45.3万辆,按月增长4.6%。上述假设意味着2026年第三季总销量将达到130万辆,按季增19.2%,其中出口量为56.5万,按季增20%,国内批发量为73.3万辆,按季增18.7%。花旗维持比亚迪“买入”评级,主因比亚迪在8月重新夺回国内纯电动车的市场份额,H股目标价142港元。

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