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《大行報告》大摩:將來可能更多全球品牌與中國新能源汽車初創建立戰略夥伴關係
大眾汽車計劃向小鵬-W(09868.HK)(XPEV.US)增資約7億美元收購對方近5%股權,雙方並達成技術合作框架協議,共同開發兩款大眾汽車品牌電動車型。摩根士丹利發表報告指,今次可能是全球汽車代工生產商(OEM)與內地電動汽車初創企業之間戰略合作的開始。 大摩指,不會對未來內地電動車初創企業與全球品牌之間有更多類似合作感到驚訝。同時亦期待這種合作能為內地車廠的海外擴張奠定基礎。以小鵬為例,它可能為未來與大眾汽車在內地以至全球的合作開拓更多機會。大摩予小鵬美股評級「增持」。
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