《大行報告》麥格理首予蔚來(09866.HK)「跑贏大市」評級 目標價215元
麥格理發表報告,首次覆蓋研究蔚來汽車(09866.HK),指其首季的收入及利潤符合該行預期,而第二季的銷售指引為按季下跌3%至11%,意味6月的表現強勁,按月上升69%,按年增47%。
該行表示,由於電池成本上升,集團首季的汽車毛利率按季下跌至18.1%;因新車款「ET7」提升及電池成本持續上漲,預期集團次季毛利率將繼續下降至15.4%。
麥格理首予蔚來港股股份「跑贏大市」評級,目標價215元,並將集團今年至2024年收入預測分別調升3%、3%及2%。最新預期集團今明兩年虧損73.16億元及35.55億元人民幣。
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