《大行報告》美銀證券上調蔚來(09866.HK)目標價至126元 評級「買入」
美銀證券發表研究報告指,蔚來(09866.HK)7月交付2.05萬輛車,按年升104%,按月增91%。同時,新型號ES6於7月交付量突破1萬輛。今年首七個月的銷量為7.5萬輛,按年增長23%。由於汽車零部件的限制,該行預計蔚來8月和9月的車輛交付量為每月2萬至2.1萬輛,但相信零部件供應將在今年第四季起有改善。該行分別上調ET5、ES6和蔚來大眾品牌Alps在2023至25年的銷量預測0.4%、1.6%及16%。
該行提到,集團又透過擴建充電基礎設施來促進銷量,認為長遠來看應有助於公司改善用戶體驗及提高銷量。該行表示,由於集團的產品供應和銷量按季錄得改善,重申「買入」評級,目標價由119元上調至126元。
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