《大行報告》美銀證券降小鵬汽車(09868.HK)目標價至52.7元 上季業績符預期
美銀證券發表報告指,小鵬汽車(09868.HK)去年第四季業績符預期。展望今年首季,公司預計交付2.1萬至2.25萬架,按年增長15至23%。同時預計次季開始,銷量將大幅上升。至於早前與大衆達成的戰略技術合作和聯合採購計劃將對毛利率產生積極影響。公司有望在今年實現成本下降25%的目標。
該行下調對小鵬汽車今年銷量預測,以反映市場競爭和最新的產品線。由於研發費用增加,該行上調2024至2025財年淨虧損預測。由於銷售預測下調,目標價由57.7元下調至52.7元,但重申「買入」評級,認爲公司下半年的產品線將十分強勁。
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