《大行報告》瑞信:蔚來(NIO.US)次季付運符指引 評級「跑贏大市」
瑞信發表研究報告指,蔚來(NIO.US)第二季交付約2.35萬輛,符合公司指引的2.3萬至2.5萬輛,按季則跌24%;不過單計6月的交付量按月增74%至1.07萬輛。該行強調,集團的每週銷量在過去兩週顯着改善,達到每週約3,200輛,相信是由於其全新ES6 SUV以及ET5轎車和ET5 Touring電動旅行車的銷量增加。維持集團「跑贏大市」評級及目標價15.7美元。
該行引述蔚來指,公司預計下半年銷量將進一步增加至超過2萬輛,其中,第5和第6系列的車型將佔總銷量的8成,第7和第8系列則佔餘下的兩成。由於銷量上升,管理層預計,集團的汽車毛利率將在今年第三季提升至雙位數,在第四季更將達到逾15%。
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