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《大行報告》花旗:小鵬(09868.HK)獲大衆汽車入股十分正面
花旗發表報告指,小鵬(09868.HK)獲大衆汽車入股十分正面。該行預計從明年開始,小鵬可能會從大衆汽車獲得先進駕駛輔助系統(ADAS)收入,而且不是一次性的許可費,而可能是多年的可持續收入。小鵬從大衆汽車獲得的ADAS收入亦可能會帶來相對較高的毛利率。 展望未來,該行預計小鵬G9的軟件和XNGP亦將向大衆開放,並不時與小鵬的更新版本保持一致。雙方更可能聯合開發下一代電動車平臺和軟件,進一步豐富供應鏈。
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