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《大行報告》匯豐研究下調蔚來-SW(09866.HK)目標價至93元 評級「買入」
阿思達克 03-14 10:38
匯豐研究發表報告指,蔚來-SW(09866.HK)去年第四季淨虧損58億元人民幣,全年淨虧損146億元人民幣,較該行預測的104億元人民幣低。公司指引今年首季銷量達3.1萬至3.3萬輛,意味著今年3月銷量按月增長為降15%至升1%,該行認為,在平台過渡期間,這或是暫時表現疲軟,同時相信公司銷量及利潤率今年起或會改善,因擁有自動駕駛技術平台NT2.0的車型有望推出,及第二季開始交付。 該行表示,將去年、今年及明年純利預測分別下調41%、85%及279%,反映行業競爭加劇,預期營運開支比率上升,以支持無人駕駛技術研發,及建設充電網絡及海外業務擴展等,目標價相應由126元下調至93元,維持評級「買入」。(ca/k) ~
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