大行評級 | 大摩:首予理想汽車、小鵬汽車H股增持評級
格隆匯11月16日丨摩根士丹利發表報告指,爲反映今年更爲強勁的新能源車銷售,上調今年中國乘用新能源車銷售預測至305萬輛,明年則升至460萬輛,目前預期中國的新能源車滲透率,可由今年的14%升至2025年的40%。至於未來數年新能源車銷售的滲透率估計亦會進一步攀升,預料至2025年中國將佔全球新能源車銷售的40%。
該行喜好電動車初創、部件及充電解決方案供應商,首次覆蓋研究理想汽車(2015.HK)及小鵬汽車(9868.HK)H股,均予“增持”評級,目標價分別189港元及275港元。
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