大行評級|建銀國際:上調零跑汽車目標價至73.2港元 上調今明兩年銷量預測
建銀國際發表研究報告指,零跑汽車去年第四季經營數據改善且令人鼓舞,公司預期今年的毛利率目標10%至15%。B10車型剛剛推出,價格範圍吸引,落在11萬元至13.9萬元之間,將在4月開始出貨,料第三季會大批交付。零跑擴張其產品組合至智能增程型電動車以及電動車,料每月銷量會維持在4萬至5萬範圍。另外,公司的潛在動力爲在歐洲以及東南亞的出口渠道。該行上調零跑今明兩年銷量預測分別11%及3.5%,至50.3萬輛及74.5萬輛,以及上調各年收入預測分別8.4%和0.4%,以反映因以舊換新的補貼以及海外隨新車型而提高的消費,將目標價由46.1港元上調至73.2港元,維持“跑贏大市”評級。
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