美股異動|蔚來盤前漲超5.6%,獲花旗給予目標價8.1美元並列出五大買入理由
蔚來(NIO.US)盤前漲超5.6%,報6.7美元;H股盤中創近十個月新高,最終收漲超15%,報52.7港元。消息面上,蔚來於8月21日正式開啓新ES8車型預售,預售價格爲41.68萬元起,採用電池租用服務(BaaS)模式則爲30.88萬元起。蔚來汽車總裁秦力洪在新車發佈翌日透露,“蔚來不公佈訂單數量,但是如果按照小時算,到目前爲止,全新ES8的訂單量是超過上個月樂道L90的。”另外,花旗發表報告,給予蔚來目標價8.1美元,並列出支持其“買入”評級的五大理由:1)該行預計L90車型於2025年9月產量將突破10,000輛。2)若新ES8月銷量達到5000至8000輛且毛利率爲15%至20%,將顯著提升公司整體毛利率。3)憑藉強勁的銷量動能和成本控制,該行預計蔚來將於2025年第四季度實現淨利潤收支平衡。4)2026年購置稅減免政策減半對蔚來相對有利,因BaaS模式下的電池費用無需繳納購置稅。5)該行預計ES9及L80車型將於2026年上半年推出,其中ES9定位爲旗艦SUV,定價約50萬元。(格隆匯)
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