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比亞迪單季凈利破百億,是否符合預期?

10月17日晚間,比亞迪股公告:今年第三季度營業收入1621.51億元,同比增長38.49%;歸屬於上市公司股東的凈利潤為104.13億元,同比增長82.16%;稀釋後每股收益為3.58元,同比增長8.35%。今年以來,比亞迪汽車銷量持續創新高,也逐漸擺脫了以往增收不增利的困境。 Show More
10月17日晚間,比亞迪股公告:今年第三季度營業收入1621.51億元,同比增長38.49%;歸屬於上市公司股東的凈利潤為104.13億元,同比增長82.16%;稀釋後每股收益為3.58元,同比增長8.35%。今年以來,比亞迪汽車銷量持續創新高,也逐漸擺脫了以往增收不增利的困境。對此你怎麼看?比亞迪股價能否延續漲勢?
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    $BYD COMPANY (01211.HK)$ The Q3 financial report is not yet complete, so it is not possible to see the gross margin of the automotive project, but the net profit margin for the first quarter is higher on a quarterly basis
    The net profit margin for the first quarter is approximately as follows
    Q1= 3.0%
    Q2= 4.9% H1= 4.4%
    Q3 = 6.4% Over 5% A lot Note that 5% net profit is an important indicator as this retractable gross margin will probably be around 20% better than in the first half of the year
    Below is the estimated single-season net profit of RMB
    Q1=5500; Q2=7500+;
    Q3=11000+; This is also a key support for Q3 deliveries, which is only about 15% higher than Q2, but the Q3 profit margin is equivalent to the first half of the year
    From the above, it is easy to see that BYD is in the main growth phase in the face of multiple price battles with many of its peers in the Mainland still delivered brilliant results for Q4. If deliveries of 90 million annual vehicles can be met, it will be better than the forecast in the third quarter. Note the full-year earnings per share challenge above $11 Bidding is estimated to be 7-8 far ahead
    More to be expected is that foreign shipments begin to climb uphill in line with the current world recognition BYD fervently believes that BYD exports will be an important growth driver next year
    The global layout of the all-car industry chain plus forecasts that outperform its peers, BYD is the new car king to fame
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