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《大行報告》華泰證券:小鵬-W(09868.HK)旗下G9今年款性價比提升 看好銷量及盈利高增長
華泰證券發表報告指,小鵬-W(09868.HK)G9 2024款性價比提升。新車推5款配置,售價介乎26.39至35.99萬元人民幣(下同),起售價下探至26萬元級別。該行指,小鵬與滴滴達成戰略合作,將推出一款15萬元級A級電動車「MONA」,預計明年第三季量產,年銷10至18萬輛。小鵬成為滴滴及德國大眾生態體系一線戰略合作夥伴,享受大量渠道、流量、資源共享,有望銷量盈利高增長。 該行預計,情景一,MONA帶來2024和2025年銷量分別增加5和10萬輛,對應2024年收入分別為822和1,159億元,並以此為基準,給予小鵬H股目標價97.78港元,維持「買入」評級。
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