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《大行報告》花旗:吉利(00175.HK)新車「極氪001」尺寸及表現勝於特斯拉Model 3 料明年次季銷量萬輛
阿思達克 04-16 15:05
就吉利汽車(00175.HK)昨(15日)宣布推出新汽車品牌極氪(「Zeekr」)首款純電動車型「極氪001」,將有三個版本每輛汽車售價介乎26.6萬至34.5萬人民幣(計入補貼後),續航里程為526至712公里,新車型有望於10月21日開始交付,花旗發表報告表示,相信吉利推出「極氪001」是欲與特斯拉(TSLA.US)旗下Model 3形成直接競爭,該行認為吉利新電動車「極氪001」在尺寸和性能方面均較Tesla Model 3的看起來更出色,而「極氪001」價格略高於Model 3。

該行預計吉利旗下「極氪001」最初的月銷量將介乎4,000至5,000輛,估計在全面投產後,至2022年第二季月銷量可達到1萬至1.2萬輛。該行維持對吉利「買入」投資評級及目標價51.3元。

花旗認為,吉利旗下「極氪001」通過提供C級(即中大型車,軸距一般3米至3.1米左右)車輛的尺寸和配置,以及B級車輛(即中型車,軸距一般是2.6米至2.7米)的入門級價格,這是一款非常強大的產品,因此該行希望「極氪001」獨特的價格對價格特性會帶來需求。

該行就吉利新車「極氪001」與特斯拉旗下Model 3進行比較,從駕駛體驗及性能表現,「極氪001」的尺寸超過了Model 3,其車長超過4.9米,軸距超過2米,而「極氪001」以相同的價格提供兩種入門級版本,第一是長途里程版,續航里程為712公里,第二個版本雙摩打版本,性能和加速性能更好,入門級價格僅為比特斯拉Model 3高出1萬元人民幣,而高端版本與Model 3一致。

花旗指,吉利新車「極氪001」的規格比Model 3高出一個細分市場。該行相信,如果Model 3的月銷售量可以達到2.5萬輛,料「極氪001」最少應取得此水平的一半以上銷量。該行指吉利新車「極氪001」與比亞迪(01211.HK)旗下「漢」及小鵬汽車(XPEV.US)的P7是在不同產品的細分市場中,目標是不同的客戶。

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