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《大行报告》摩通首予小鹏汽车(09868.HK)「增持」评级 目标价240元
摩通发表报告,首予小鹏汽车(09868.HK)「增持」评级,目标价240元,料公司将在2021至2025财年实现52%的收入年复合增长率,并相信产品组合能够满足市场需求。该行在中国智能电动车领域推介小鹏、比亚迪(01211.HK)和蔚来(NIO.US)。 报告指,小鹏汽车发展战略重点,如先进驾驶辅助系统、自动驾驶解决方案和差异化的平台战略,将受益及引领中国智能电动车趋势,预测中国电动车渗透率将增长6倍以上,从2020年的5%提升至2025年的35%。
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