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大行評級|交銀國際:維持蔚來“買入”評級 樂道L90售價在同級別車型中具有極大競爭力
格隆匯 07-14 13:00
交銀國際發表研究報吿指,蔚來子品牌樂道旗下第二款車型——樂道L90正式開啟預售,整車購買預售價為27.99萬元起,採用電池租用服務(BaaS)後更低至19.39萬元起,結合首發2000元訂金抵扣5000元車價的優惠,實際BaaS預售價僅為19.09萬元。這一價格在同級別車型中無疑具有極大的競爭力。該行認為,這一策略雖可能衝擊蔚來ES6等內部車型,卻精準切中消費者對大空間+高性價比的痛點。隨着7月底上市與8月交付開啟,樂道 L90 有望成為純電大型SUV的破局者,以技術、空間與價格的平衡之道,為家庭出行帶來全新解法。該行認為,未來市場焦點或在於邊際改善(特別是銷量回升)的可持續性,同時降本效果能否達到市場的預期。該行維持對其“買入”評級,目標價為48.96港元。
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