《大行报告》中金首予小鹏汽车(09868.HK)「跑赢行业」评级 目标价180元
中金发表研究报告,首予小鹏汽车(09868.HK)「跑赢行业」评级,目标价180元,相当于预测2022年市销率7.5倍。报告称,今年以来内地新能源车渗透率快速上升,屡创新高。报告料2025年内地新能源车渗透率达25%,销量逾700万辆以上,较2020年上升5倍。小鹏汽车凭自动驾驶、数据及硬件技术,在本轮智能电动化浪潮占先机。中金料小鹏汽车充分受益于行业变革,拥广阔成长空间。
报告称,现时公司销售P7及G3两款智能电动车,拟末季及明年推两款新车,实现A级到B级,轿车到SUV的完整产品线。公司自主研发XPilot自动驾驶系统,基于大量本地数据,XPilot提供更适合内地道路的智能驾驶体验。
中金料小鹏汽车今明两年每股亏损2.43元及1.94元人民币。
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