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比亞迪(01211.HK)高開3.14% 花旗:5月批發量高於預期 開啟30天正面催化劑觀察
比亞迪(01211.HK)今日高開3.14%,報93.6元,成交112.78萬股,涉資1.06億元。花旗發表研究報告指出,比亞迪5月份批發量達到38.3萬輛,分別按月增長19.4%及按年增長0.3%,高於市場預期,這主要受到強勁出口銷量達到16.1萬輛(按月增長19%及按年增長80%)所支持。該行預期比亞迪第二季盈利表現強勁、收入結構迎來更新,且未來的每週訂...
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比亞迪(01211.HK)高開3.14% 花旗:5月批發量高於預期 開啟30天正面催化劑觀察
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比亞迪(01211.HK)  +6.000 (+6.612%)    Short selling $900.59M; Ratio 21.043%   今日高開3.14%,報93.6元,成交112.78萬股,涉資1.06億元。

花旗發表研究報告指出,比亞迪5月份批發量達到38.3萬輛,分別按月增長19.4%及按年增長0.3%,高於市場預期,這主要受到強勁出口銷量達到16.1萬輛(按月增長19%及按年增長80%)所支持。該行預期比亞迪第二季盈利表現強勁、收入結構迎來更新,且未來的每週訂單將更為強勁,因此開啟為期30天的正面催化劑觀察。

花旗預測,若比亞迪6月份批發量維持按月持平,且5月至6月零售銷量分別按月增長3%及8%,則預期第二季淨利潤(扣除外匯及比亞迪電子(00285.HK)  +0.480 (+1.630%)    Short selling $157.09M; Ratio 21.177%   )將達到103億至124億元人民幣,高於市場共識的80億至90億元人民幣。其中,出口業務預計貢獻98億元人民幣淨利潤;國內與儲能系統(ESS)業務預計產生7.5億至40億元人民幣淨利潤。此外,若將出口銷量增長疊加至國內結構改善,將大幅提升比亞迪電動車在今年第二季和下半年的盈利能見度。(ad/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-06-02 16:25.)

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