《大行報告》瑞信:小鵬(XPEV.US)交付量創新高 目標價上調至72美元
瑞信發表研究報告指,小鵬汽車(09868.HK)(XPEV.US)7月份智能車交付量達8,040輛創新高,按年增長228%倍,按月亦升22%,超出市場預期,當中小鵬P7交付量達6,054輛,按月升28%,續創新高,主要由於來自低價版本銷售增加及線下渠道拓展所致。
該行指,小鵬上月剛推出SUV車型G3i,定價介乎14.98萬至18.58萬元人民幣,預期將於9月起交付,由於該車型將在公司自家廠房生產,預期有助提升利潤空間;同時肇慶政府已開始爲當地生產的汽車提供補貼,料將刺激銷量。
考慮到銷售表現強勁,該行將小鵬2021至2023年盈利預測上調20%至34.6%,美股目標價由70美元上調至72美元,維持「跑贏大市」評級。
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