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大摩:小鵬(XPEV.US)上半年銷量受惠強勁訂單,予“增持”評級
格隆匯 03-29 14:04

格隆匯3月29日丨大摩發研報指,小鵬汽車(XPEV.US)的訂單在農曆新年後恢復,並在近期漲價前飆升;即使供應情況不確定,但穩定的訂單支持上半年成交量。該行維持其“增持”評級,美股目標價42美元。

該行指,上半年銷量增長將受惠於強勁的訂單積壓,管理層提到,在3月21日價格上漲之前的前期訂單強於預期,還需要2-3個月才能完成。公司表示,P7仍將是銷售主力,2022年月銷量峯值有望達到1萬輛;鑑於零部件緊縮,P5的交付將在上半年內繼續受到抑制,但可能會在今年晚些時候與P7的銷量相匹配;G9計劃在第三季上市,但銷量增長需要時間。

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