《大行報告》大摩:小鵬(XPEV.US)G6價格具競爭力 創造良好口碑
摩根士丹利發表研究報告指出,小鵬(09868.HK)(XPEV.US)旗下G6官方售價為20.99萬元人民幣起,價格較其他同類產品更具競爭力,而預售價為22.5萬元人民幣,公司更為積極的定價策略,以及硬件/軟件功能具競爭力,相信可使G6與同業競爭,且創造良好口碑。
該行認為,小鵬H股上周已累漲14%,跑贏恆指,但價格已反映成功推出新車的影響,刺激股價進一步上升的因素將取決於公司有效的訂單轉換及平穩的產量提升。雖然目前要斷言G6能扭轉局勢還為時過早,但認為應較G9產品更好及更精確的價值主張,且P5應有助於恢復市場對小鵬硬件的信心,並讓投資者更願意將部分注意力轉移至公司軟件潛力上。該行對其美股目標價12.5美元,評級「增持」。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.