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大行評級|浦銀國際:上調零跑汽車目標價至52.4港元 重申“買入”評級並維持行業首推
格隆匯 03-12 10:36
浦銀國際發表報吿,重申零跑汽車“買入”評級,目標價升至52.4港元。公司去年第四季業績大體符合此前該行預期,但是公司指引的今年銷量及全年盈利情況好於該行預測。報吿指,展望今年,零跑C系列年度車型和中期改款以及新發布的B系列三款車型,有望推動全年汽車銷量高速增長至50萬輛以上。零跑自研自造的核心汽車電子部件能力配合LEAP 3.5架構,將為公司10%以上的毛利率目標提供支撐。零跑藉助優秀的費用管理能力和經營性槓桿,全年有望衝刺盈利。零跑汽車當前市銷率為0.9倍,估值有重估上行空間,相較於可比新勢力估值具備吸引力,維持行業首推。
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