比亚迪股价在漫长的复苏之路上面临阻力

比亚迪(HKEX: BYD)的股价在6月份遭受重创,要全面恢复价格还有很长的路要走。

BYD – Weekly Chart

比亚迪-周线图

比亚迪股价跌破了关键的170点,该点位在2022年至2024年期间提供了三次支撑测试。这将是首个关键上行目标位,130点是该股近期的障碍。

比亚迪6月份发布的季度业绩报告,打破了这家电动汽车制造商强劲表现的泡沫。此前,该公司一直在稳步前进,超越特斯拉,成为全球最大的汽车生产商。就在政府采取措施遏制这些手段之际,该行业的价格战导致利润下降了30%。

中国政府已经对所谓的“内化”采取了行动,即过度竞争压低了价格,损害了该行业的有机增长。这让比亚迪走上了一条新的道路,分析师说,该公司推迟发布2025年和2026年初的车型可能会增加短期销售压力。

由于竞争激烈,比亚迪已将2025年的汽车交付预期从550万辆调整至460万辆,但这可能很难实现,因为年底前还需要170万辆。一线希望来自该公司的海外销售,比亚迪预计2025年的销量将达到100万辆,超过此前的目标。

这并不能弥补该公司在核心市场的亏损,如果价格战结束,消费者对电动汽车行业的兴趣也可能会放缓。

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