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【大行報告】高盛:比亞迪「騰勢」Z9及Z9GT定單勁 @ 2024-09-01T Back Hot News
Keyword:比亞迪
Concept:
《大行》富瑞微升比亞迪(01211.HK)目標價至303元 次季業績符預期
《大行》美銀證券微降比亞迪(01211.HK)目標價至287元 次季業績大致符預期
《大行》麥格理升比亞迪(01211.HK)目標價至320元 經調整純利勝預期
《大行》瑞銀降比亞迪(01211.HK)目標價至327元 次季業績符市場預期
《大行》中銀國際升比亞迪(01211.HK)目標價至265元 下半年新能源車盈利能力進一步改善
《大行》中銀國際降比亞迪電子(00285.HK)目標價至37.1元 上半年業績遜預期
偏軟。該行指,比亞迪電子的主要業務增長動力仍然不變,預期公司下半年的毛利率會因為智能手機業務的使用率提高,加上能源汽車業務增長而按半年改善。公司的GB200相關產品驗證過程順暢通過,並會在2025年加快生產。該行下調公司今明兩年的純利預測分別5%及4%,目標價由45.2港元降至38.4港元,維持「跑贏大市」評級。

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