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港股异动 | 比亚迪(1211.HK)未止跌 一季报不及预期 机构纷纷下调目标价
格隆汇 04-30 14:38
格隆汇4月30日丨比亚迪(1211.HK)跌4.62%,暂录五连阴,报161港元,最新总市值4606亿港元。比亚迪首季业绩未如市场预期,多家机构下调其目标价。其中,美银下调比亚迪评级至“中性”,目标价降8.6%至192港元。美银解释称,比亚迪面对短期成本上涨,产品转型进展未及预期,及吉利汽车旗下电动车“极氪”的竞争,因此调低比亚迪2011至2022年每股盈利预测24%及11%。大和也最新加入调低目标价行列,指出比亚迪首季受累于原材料价格上升,令毛利率受压,该行因而对比亚迪次季盈利能力转审慎,但认为“DM-i”混电产品销售渐成熟可支撑下半年毛利率,目标价由235港元削至204港元,续予“买入”评级。

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