大行评级丨摩根大通:料比亚迪次季销量按季反弹 评级“增持”
Group 1 - The core viewpoint of the article is that BYD has launched its second-generation blade battery and is expanding its fast-charging network, alongside introducing 10 new pure electric and plug-in hybrid models, with deliveries expected to start in April or May [1] - Morgan Stanley projects BYD's sales to rebound from approximately 700,000 units in Q1 to between 1.1 million and 1.2 million units in Q2 [1] - Investor focus is anticipated to shift towards the increase in foot traffic at stores around the Beijing Auto Show on April 24 [1] Group 2 - Morgan Stanley maintains a target price of HKD 110 for BYD and has rated the stock as "Overweight" [1]