《大行》麥格理料理想(02015.HK)i8全年賣2.6萬輛 目標價110元評級「中性」
麥格理研究報告指,理想汽車-W(02015.HK)(LI.US)推出首架純電SUV車型i8,售價由32.18萬元人民幣起,與混能款L8的入門價格相若。該行認爲,L8去年銷售額按年跌39%,公司此次定價是希望推動消費者轉投新的純電車款,反映公司的市場策略轉變。而此舉並不意外,因公司近期投資佈局於充電基建,但對於維持高利潤率將有影響,因i8電池成本較高。
報告又指,蔚來-SW(09866.HK)即將推出新純電車款樂道L90,料定價策略會與i8相近,加上其他車企如問界及特斯拉(TSLA.US)亦會推出類近定位的車型,相信6至7座純電車市場的競爭將於未來幾個月轉趨激烈。
該行料i8今年全年銷售額達2.6萬輛,予港股目標價110港元,美股目標價28美元,均予「中性」評級。
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