《大行報告》富瑞大幅上調小鵬-W(09868.HK)目標價至99.1元 評級升至「買入」
富瑞發表研究報告指,小鵬汽車-W(09868.HK)獲大眾入股4.99%,成為技術合作夥伴關係,此標誌著中國造車工廠向國外出口技術的開端。該行認為,此次合作將幫助小鵬汽車提高其全球品牌形象,而技術服務費可能會成為其新的長期收入來源。
該行提到,小鵬汽車現存逾2萬輛G6訂單,自G6推出以來,其客量提升了一倍。該行預計,今年集團第三及第四季每月交付量將分別達到1.5萬及2萬輛。除即將推出的MPV外,明年還有兩款價格區間為15萬至30萬元的新車型上市。因此,該行將2023及24年的銷量預測分別上調至13.8萬及30萬輛。
該行分別將集團今明兩年的每股盈測修訂至-5.5及-6.2,以反映較佳的銷售前景,將集團評級由「持有」上調至「買入」,目標價由30.5元大升至99.1元,相當於預測2026財年市盈率25倍。
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