比亚迪创历史新高巴菲特踏空一倍涨幅！业绩向好的优质股曝光

东方财富2025-05-21

在行业调整期能够保持较好成长性的优质公司，未来有着更大的成长空间。近期A股市场主要聚焦在两大主题，一是微盘股的抱团飙升，相关指数更是创出历史新高；二是红利股的稳定上涨。今天（5月21日）早盘市场有所变化，微盘股出现一定调整，主要是因为ST板块的龙头*ST宇顺被停牌核查。红利板块表现较好，煤炭、保险、石油等板块涨幅居前。值得一提的是，市场较为关注的科技股近期整体表现不佳，结构性行情较为突出，比如这...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250521125019976054a6&s=b><strong>东方财富</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在行业调整期能够保持较好成长性的优质公司，未来有着更大的成长空间。近期A股市场主要聚焦在两大主题，一是微盘股的抱团飙升，相关指数更是创出历史新高；二是红利股的稳定上涨。今天（5月21日）早盘市场有所变化，微盘股出现一定调整，主要是因为ST板块的龙头*ST宇顺被停牌核查。红利板块表现较好，煤炭、保险、石油等板块涨幅居前。值得一提的是，市场较为关注的科技股近期整体表现不佳，结构性行情较为突出，比如这...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250521125019976054a6&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999001226.SGD","symbol_name":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) 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Exposure of high-quality stocks with good performance","themeId":"9ff010be3709e8633be420c87d267b6d","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"002594":0.6,"00285":1,"01211":1,"BYDDY":0.6,"HYDD.SI":0.6},"content_text":"在行业调整期能够保持较好成长性的优质公司，未来有着更大的成长空间。近期A股市场主要聚焦在两大主题，一是微盘股的抱团飙升，相关指数更是创出历史新高；二是红利股的稳定上涨。今天（5月21日）早盘市场有所变化，微盘股出现一定调整，主要是因为ST板块的龙头*ST宇顺被停牌核查。红利板块表现较好，煤炭、保险、石油等板块涨幅居前。值得一提的是，市场较为关注的科技股近期整体表现不佳，结构性行情较为突出，比如这几天表现较好的创新药板块。另外，赛道股的核心——新能源龙头股有所表现，比亚迪、宁德时代两大龙头港股均创出历史新高。比亚迪港股再创历史新高早盘，比亚迪AH股均表现亮眼。其中A股再度突破400元/股，盘中创下404元/股的历史新高；港股一度大涨超4%并首次突破460港元/股，创出历史新高，盘中最高价超464港元/股。截至5月20日收盘，比亚迪A股年内累计上涨近40%，港股累计涨幅接近67%。随着股价的上涨，比亚迪的市值也水涨船高。截至5月20日收盘，该股总市值超过1.2万亿元，位居A股第八位。比亚迪作为知名大白马，曾以巴菲特重仓而为大家所知。不过，巴菲特已减仓比亚迪港股，平均减持价格在250港元/股左右，明显低于现价，虽然已赚取几十倍利润，但仍踏空了近一倍涨幅。总市值紧随比亚迪之后的是另一只新能源巨头宁德时代，总市值接近1.2万亿元，位居A股第九位。宁德时代近期在港股上市，股价大幅飙升，上市首日涨幅超16%，今天上午再度大涨近12%，再创新高。产业链价格处于底部新能源汽车两大龙头港股新高不断，或为产业链指明方向。从4月份新能源汽车产销数据和排产来看，电池需求仍然保持较快的增长。此外，2024年以来，产业链各环节的资本开支明显放缓，供需状况有所好转，部分环节产品价格有触底回升的迹象，企业盈利也有所修复。财信证券表示，各环节的龙头企业竞争优势明显，会率先摆脱供给过剩的影响。另外，根据中汽协数据，2025年4月新能源汽车产销分别完成125.1万辆和122.6万辆，同比分别增长43.8%和44.2%。2025年1—4月，新能源汽车产销分别完成442.9万辆和430万辆，同比分别增长48.3%和46.2%，表现强劲。华鑫证券指出，整体而言，产业链价格处于底部，价格易涨难跌，需求端韧性强劲，调整带来布局良机，产业链核心公司估值处于历史低水平，看好产业链优质公司。业绩向好的优质股曝光在行业调整期能够保持较好成长性的优质公司，充分展现出公司的经营能力和护城河，也意味着未来有着更大的成长空间。据证券时报·数据宝统计，5家及以上机构评级的锂电池概念股中，有30股今年一季度净利润同比正增长。从净利增速来看，7只个股一季度净利润翻倍，包括豪鹏科技、中科电气、雅化集团、华友钴业等。从股价表现来看，上榜公司今年以来平均涨近4%，跑赢大盘同期表现，比亚迪、科达制造、中材科技、科达利等个股均涨超20%。估值角度也表明这类公司或处于低估状态。以机构一致预测今年净利润计算，多达18只个股预测市盈率低于20倍。其中，华友钴业、骆驼股份、尚太科技等个股预测市盈率均低于15倍。（文章来源：证券时报网）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2537677829","isCrawlerRequest":true}

比亚迪创历史新高 巴菲特踏空一倍涨幅！业绩向好的优质股曝光

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比亚迪创历史新高巴菲特踏空一倍涨幅！业绩向好的优质股曝光