《大行報告》大摩:小鵬汽車(XPEV.US)10月付運急跌至5,101輛 全部寄望G9
大摩發表報告,指小鵬汽車(XPEV.US)10月交付量按月跌48%、按年跌50%至5,101輛,是自去年2月以來的最低水平;即使市場將銷量預測下調6,000至8,000輛,惟10月整體銷量表現較預期疲軟,主因月末銷量沒有回升。
該行表示,即使投資者明顯地降低預測,但遜於預期的月度表現或令近期股票承壓,自7月中旬以來,長期促銷P5或P7車型或令消費者疲勞;未來上行空間只能全部寄望於G9;該行認為,今年表現幾成定局,小鵬將要重新審視發布時間表和模型渠道,旨令明年潛在銷售復甦鋪路。
該行維持小鵬美股目標價18美元,予「增持」評級。
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