《大行報告》大和引述蔚來(09866.HK)料停產最多10天 該行料影響月產量最多3,300輛
大和發表報告表示,蔚來(09866.HK)(NIO.US)公佈於新冠疫情導致供應緊張,內地多個城市的封鎖導致物流中斷和生產,令蔚來整車生產已經暫停。據該行與蔚來管理層進行溝通,料相關停產將是數天(最多10天)。蔚來現有的月產量(ES8、EC6及ES6型號)約爲9,000至1萬輛,該行停產料影響月產量最多約3,300輛,但同時指出上海「封城」仍存在不朗定性。
蔚來同時宣佈將ES8、ES6及EC6的每輛建議售價提高1萬元人民幣,自5月10日起生效,ET7/ET5則保持不變。大和表示,對蔚來上述部份車型加價感到意外,因公司在去年第四季度業績電話會議期間曾表示不打算提高其建議售價。
該行認爲蔚來今次加價是由於上海「封城」帶來的不確定性,認爲上調售價影響積極。對於蔚來汽車,監於其在溢價中的地位,預計加價對需求的影響很小。該行維持對蔚來(NIO.US)「買入」評級及目標價72美元,指短期損失的風險可控,建議投資者應聚焦其未來推出新車型,估計今年下半年銷售強勁。
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