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《大行報告》高盛上調小鵬-W(09868.HK)目標價至80元 重申「買入」評級
阿思達克 09-22 10:16
高盛發表報告指,小鵬-W(09868.HK)新款G9定價有競爭力、具高階特點,將會成為第四季銷量及毛利率的增長動力,將小鵬2023年至2025年三年期間的銷量預測,分別由原先14.3萬、24.7萬及38.1萬輛,上調至分別15.6萬、26.4萬及40.1萬輛,收入預測上調6%至10%,予小鵬H股目標價由74元上調至80元,重申「買入」評級。 報告指,短期而言,公司在G6型號上市後,交付量將重拾動力,毛利率亦會改善,主要因為規模效益增加及電池價格下跌,長遠而言,相信公司在領航輔助駕駛的領導地位、以及集中研發的能力,將會進一步推動收入及毛利率增長。
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