《大行報告》花旗引述吉利(00175.HK)旗下「極氪」指芯片供應緊張 料電池成本影響增加
花旗發表報告表示,與吉利(00175.HK)旗下品牌極氪(Zeekr)首席財務官袁璟進行投資者會議,冀極氪今年付運7萬輛汽車,至2025年付運目標65輛汽車,並指短期內計劃最少2款新車型,指付運量呈快速增長,但基於衆多因素影響下指將不會達到集團內部目標。
吉利旗下極氪管理層被問及銷售及交付增長停滯原因時,管理層指芯片供應樽頸(特別是Mobileye芯片),而替代芯片供應有限成爲更重要的原因,另一個原因是交付纔剛剛開始大約九周。基於當前的資源水平,極氪管理層料在今年3月或無法完成月度產銷目標7,000至8,000輛目標
極氪管理層料至2022年第二季度開始,氣動懸架供應將有所緩解,至於電池成本上漲的影響,管理層確認提高電池成本的預期影響可能在範圍內從10%上調至30%。
花旗維持對吉利「買入」投資評級及目標價52.77元。
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