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《大行報告》花旗下調小鵬(09868.HK)目標價至107.17元 指本季銷量指引非常保守
小鵬汽車-W(09868.HK)今早股價捱沽,盤中曾低見72.5元一度挫12.6%,最新報73.15元跌11.81%。花旗發表報告表示,小鵬汽車今年第二季毛利率高於市場預期,但今年第三季汽車銷量指引非常保守,指受疫情、消費降級、供應鏈挑戰等多重不確定因素影響。 該行表示,將小鵬汽車2022財年至2024財年銷量預測各下調至14萬輛、25萬輛及36萬輛,料綜合毛利率分別為11.5%、17.1%及21.6%。 花旗指對小鵬汽車的中長期樂觀看法不變,維持對其「買入」評級,下調目標價由198.38元降至107.17港元,相當於2024年動態市盈率1倍。該行亦將小鵬(XPEV.US)目標價由51.59美元降至27.87美元,維持「買入」評級。
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