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高盛:予比亚迪股份(01211)“买入”评级 目标价346港元

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高盛发布报告称,予比亚迪股份(01211)H股目标价346港元,评级为“买入”。公司管理层预计2024年新能源汽车销量将达390万至400万辆,其中20%的收入,料来自高端品牌。另估计行业新能源汽车批发总量将达1100万辆。

报告中称,比亚迪管理层认为,汽车行业1月销量低迷,是由于年初至今需求低迷。虽然乘用车行业增长缓慢,但渗透率仍有所提高。预期2024年新能源汽车渗透率将达到45%甚至50%。同时预期价位在20万至30万元人民币最多人竞争,15-20万元人民币竞争相对温和。

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