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《大行報告》大摩:小鵬-W(09868.HK)次季付運23,205輛略高於指引 G6發布成功引起轟動
阿思達克 07-03 10:26
摩根士丹利發表報告指,小鵬-W(09868.HK)6月的交付量延續了連續五個月的增長勢頭,按月增長15%,達8,620輛創今年以來新高,但按年仍下跌44%。連同4月和5月的穩定銷量,今年第二季的交付量錄23,205輛,按季增27%,並略高於公司指引的2.1萬至2.2萬輛。 該行表示,集團成功推出新車G6引起轟動,其在主要店舖的首周末訂單轉換率顯著攀升,達到25%至35%,並有大量人試駕。該行認為,除了有效的訂單轉換之外,集團維持增長勢頭及平穩提升產量的能力將會是G6的關鍵。該行予其美股目標價12.5美元,評級「增持」。
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