大行評級|交銀國際:維持蔚來“買入”評級 樂道L60交付、銷量按季上升和汽車毛利率改善將支撐股價反彈
交銀國際發表研究報吿指,蔚來樂道L60正式上市,共兩款新車型,售價分別為20.69萬和23.59萬元。該行指,樂道L60的定價較主要競爭對手Model Y低4.3萬元,如果採用BaaS方案價格差異進一步拉開。該行亦指,實體車的內部空間、設備和智能座艙的體驗要明顯好過Model Y。該行稱,按照最新訂價,認為樂道L60穩態月銷量有望達到在1萬至1.3萬輛水平。該行認為拐點已至,維持對公司評級“買入”,港股目標價維持59.88港元,美股目標價維持在7.7美元,認為樂道L60的交付、銷量按季上升和汽車毛利率改善將支撐股價反彈。
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