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文遠知行(WRD.US)獲中金公司“跑贏行業”買入評級,目標價19美元,上升空間55%
格隆匯 01-22 11:48
日前,中金公司發佈對文遠知行(WRD.US)的首次覆蓋報吿。中金公司研報指出,認為文遠知行作為全球自動駕駛行業的領軍者與先行者,具備多元產品佈局和自動駕駛技術實力,在Robotaxi等多條產品線均已取得實際的進展,且國際化的先發優勢有望助力公司的長遠發展。截至目前,文遠知行前裝L4自動駕駛車輛訂單已累計約1萬輛,並在全球8個國家30個城市開展運營,是全球唯一一家同時獲4個國家自動駕駛牌照的企業。此外,報吿還特別指出“前裝量產自動駕駛車隊的進一步起量和國際化進程加速”有望成為文遠知行未來發展的潛在催化劑。因此,中金公司給予文遠知行“跑贏行業”評級,基於P/S(市銷率)估值法,對應13倍2027年P/S,目標股價定為19.00美元,較當前股價有55%的上行空間。
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