《大行報告》大摩:據悉小鵬(XPEV.US)G6新車訂單等候時間延至12星期 供應鏈升級需時
摩根士丹利發表報告指,小鵬(XPEV.US)7月交付量繼續增長,銷量回升至11,008台,按月升28%。值得注意的是,G6在6 月底上市後的第一個完整生產月的交付量超過3,900輛。公司計劃加快生產速度,增加專用物流資源,以加快G6的交付速度。大摩預計, 8月份交付量將攀升至5,000至6,000輛。該行調查顯示,G6訂單等待時間已延長至12周。
該行認為,供應鏈提升需時,雖然G6上市訂單表現良好,但該行調查顯示,供應鏈要到9月或10月才能完全負荷,屆時公司預計G6交付量將超過1萬輛。投資者正密切關注P7i和G9新版本的進一步細節,以及公司與大眾汽車的合作關係。
大摩對小鵬美股目標價為25.4美元,評級「增持」。
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