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《大行報告》富瑞:小鵬(09868.HK)維持本季月度銷量逾2萬輛指引 料下半年毛利率可升
阿思達克 10-16 15:15
富瑞發表報告,引述小鵬汽車-W(09868.HK)管理層指,第四季維持每月銷量超過2萬部的指引不變,推出P7i的磷酸鐵鋰電池版本及P5新款後,下半年毛利率有望提升。重整銷售渠道後,下半年焦點是改善營運效率。管理層從分銷商得悉,本來經營內燃機汽車的分銷商,反映有很大興趣銷售電動車,另外小鵬認為較低端城市具有發展潛力。 小鵬維持原有目標,今年在50個城市推出無需高精地圖的智能輔助駕駛系統,明年將於200個城市推出,亦計劃每個季度進行系統更新,以提升用戶體驗。該行對小鵬目標價為99.1元,評級「買入」。
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