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《大行報告》里昂下調小鵬(09868.HK)目標價至84.5元 評級「買入」
阿思達克 08-22 11:22
里昂發表報告指,小鵬(09868.HK)第二季收入50.6億元人民幣,按季增長25.5%,淨虧損28億元人民幣,較首季虧損23.4億元人民幣擴大。公司預計第三季交付量為39,000至41,000部,按年增長31.9至38.7%,收入為85至90億元人民幣,按年增長24.6至31.9%。 考慮到其領先的城市自動駕駛系統和大量推出的新車型或更新車型,里昂相信小鵬在實現交付量增長後,與同行相比處於更有利的位置。該行維持今明兩年盈利預測,但將目標價由94港元下調至84.5港元,以考慮近期流動性收緊的因素。維持「買入」評級。
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