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《大行報告》大摩:蔚來-SW(09866.HK)6月銷售符預期 評級「增持」
摩根士丹利發表報告指,蔚來-SW(09866.HK)(NIO.US)6月銷量符預期,按月升74%,惟按年跌17%至10,707輛;其SUV銷量(ES6+ES7+ES8+EC6)按月升166%至6,383輛,主要由於全新ES6加快量產。該行指,公司第二季累計車輛交付量達到爲23,520輛,處於公司指引的2.3萬至2.5萬輛的低端。 該行指,在新款汽車ES6和ET5 Touring訂單的良好勢頭,令6月中旬交付加速,相信蔚來7月銷量目標爲1.5萬至1.8萬輛,並指具質素執行是成功的關鍵,以爭取8月、9月實現每月銷量達2萬輛的目標。 該行將維持其美股目標價爲12美元,以及其評級爲「增持」。
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