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大行評級|傑富瑞:小鵬P7+可能改變市場遊戲規則 上調目標價至70.8港元
格隆匯 11-12 16:01
傑富瑞發表研究報吿指,小鵬汽車正式發佈汽車P7+,據管理層所述,P7+正式發佈後首三小時內,已收到超過3.1萬張不可退款的訂單。該行預期,小鵬年底前的月均銷量將超過3萬輛,P7+亦標誌着集團在明年起強勁的產品週期。該行表示,小鵬的P7+可能改變遊戲規則,該汽車擁有更高自動化水平,同時可節省50%的自動駕駛系統BOM成本。售價介乎18.68萬至21.88萬元,價格具吸引力,預計可達到每月銷售1萬輛(該行原先料月銷5,000輛)。該行調整小鵬今明兩年的每股盈虧預測,至各虧損3.7元及虧損0.6元,主要是反映較樂觀的銷售前景,並料今明兩年的銷量分別為17.4萬及39.4萬輛。該行重申集團的“買入”評級,H股目標價由47.2港元上調至70.8港元。
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