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《大行報告》美銀證券引述小鵬-W(09868.HK)管理層料今年第三季營運現金流可轉正
阿思達克 08-28 14:34
美銀證券發表報告,總結小鵬-W(09868.HK)業績後投資者會議的重點。管理層預期,9月份每月交付量達到1.5萬輛,第四季每月交付量達2萬輛,當中包括1萬輛屬G6車型,公司正提升供應鏈,以應付G6車型的訂單。 據管理層指引,每季資本開支7億至8億元人民幣,今年第三季度營運現金流將會錄得正數。該行維持小鵬「買入」評級,目標價86元。 公司預計明年推出2至3款新車,售價由15萬至30萬元人民幣,並逐步淘汰負利潤率的舊車型以改善產品組合,透過提升技術及設計,有助降低成本,提升毛利率。
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