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《大行報告》大和一舉降小鵬-W(09868.HK)評級至「沽售」 目標價下調至32元
大和發表報告指,即使符合公司的指引,但小鵬汽車-W(09868.HK)今年11月的銷售數據表現仍然令人失望,由於市場競爭加劇,及明年新能源車銷售勢頭或放慢,預期集團未來會面對挑戰。 該行將小鵬汽車投資評級由「買入」一舉降至「減持」,目標價由50元下調至32元,此按現金流折現率作估值,並調低集團明年及2024年收入預測35%至37%,反映對其明年銷售的信心減弱。 大和表示,最新將小鵬今年銷售量預測由12.37萬架降至11.95萬架,明年預測則由20.6萬架調低至14.2萬架。
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