News Sharing
For sharing news, please enter the email address of you and the receiver, then press SEND button.*Mandatory Fields
Receiver*
Enter email addresses, separated by semicolon (;). E.g. a@a.com;b@b.com
Your email address*
Content Sharing
《大行》高盛:比亞迪(01211.HK)首季銷量及純利料已見底 估全年純利升22%
高盛發表研究報告,比亞迪(01211.HK)首季經營溢利受惠於收入及毛利率高於預期。該行預期首季為銷量及純利低谷,隨後次季至末季逐漸改善。受惠於閃充技術及第二代刀片電池新車型需求強勁,其中宋L Ultra EV首月訂單6.1萬輛,大唐預售24小時內錄3萬輛,將支持國內銷量及利潤率復甦。該行將比亞迪2026至2030年純利預測上調1%至2%,以反映海外銷量比例...
Reset
Send
The window will close in 5 seconds
《大行》高盛:比亞迪(01211.HK)首季銷量及純利料已見底 估全年純利升22%
Close
Recommend
20
Positive
39
Negative
16
 
 

高盛發表研究報告,比亞迪(01211.HK)  0.000 (0.000%)    Short selling $413.81M; Ratio 20.201%   首季經營溢利受惠於收入及毛利率高於預期。該行預期首季為銷量及純利低谷,隨後次季至末季逐漸改善。受惠於閃充技術及第二代刀片電池新車型需求強勁,其中宋L Ultra EV首月訂單6.1萬輛,大唐預售24小時內錄3萬輛,將支持國內銷量及利潤率復甦。

該行將比亞迪2026至2030年純利預測上調1%至2%,以反映海外銷量比例上升,但部分被較高的銷售及行政開支及匯兌影響所抵銷。高盛維持比亞迪A股及H股「買入」評級,A股目標價維持137元人民幣,H股目標價維持134港元。

該行料比亞迪今年全年收入按年升14%,受海外銷量按年料升59%至167萬輛(高於公司指引的150萬輛)及銷售均價上升推動。全年銷量料495萬輛,按年料升7%,由於競爭激烈,全年國內銷量料跌8%。全年毛利率料由前值17.7%升至18.3%,全年研發開支料升至640億元人民幣。全年純利料升22%至400億元人民幣。(ec/da)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-14 16:25.)

AASTOCKS新聞

Copyright(C) AASTOCKS.com Limited 2000. All rights reserved.
Disclaimer: AASTOCKS.com Ltd, HKEx Information Services Limited, its holding companies and/or any subsidiaries of such holding companies endeavour to ensure the accuracy and reliability of the Information provided but do not guarantee its accuracy or reliability and accept no liability (whether in tort or contract or otherwise) for any loss or damage arising from any inaccuracies or omissions.