《大行报告》大和料苹果未来若推电动车 料福耀玻璃及敏实或成潜在部件供应商
大和发表研报指,台湾传媒报道苹果(AAPL.US)计划明年9月发布首款电动车「Apple Car」,或令供应链相关企业受追捧。
报告指,苹果潜在新能源汽车推售计划短期内为在美国的中国供应商带来商机,考虑到未来Apple Car或会在中国销售,中长期内地新能源汽车供应链亦能受惠。
大和指出,据报道指苹果的台湾供应商已经扩大产能,以准备批量生产Apple Car,并提到苹果将为自动驾驶设计自家品牌自动驾驶晶片,认为苹果可能会像Tesla(TSLA.US)一样,在美国启动汽车生产後,逐步在中国和欧洲增加产能,以配合该两个大市场的销售计划。
该行看好福耀玻璃(03606.HK)及敏实(00425.HK),相信可成为Apple Car潜在零部件供应商,为苹果供应智能玻璃及电池外壳组件等,分别予「跑赢大市」及「买入」评级。
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