《大行》中銀國際維持蔚來(NIO.US)「買入」評級 ES8新車售價具競爭力
中銀國際發表研究報告指,蔚來(09866.HK)日前在杭州舉行2025 NIO Day活動,正式發布全新ES8及ET9 Horizon特別版旗艦車型,同時展示其自研基礎設施及換電網絡的成果,ES8新車型售價介乎40.68萬至44.68萬元人民幣,較上一代ES8降價超過9萬元。
該行認為,蔚來新車定價具有較強競爭力,主要受惠於其NT3.0平台精準產品定位及關鍵零部件垂直整合所帶來的成本效益,全新的ES8已於9月21日開始交付,預料今年總產能可達4萬輛以上,換言之每月銷量有望突破1萬輛。
中銀國際認為,隨著樂道L90和全新ES8兩款六座大型SUV,以及樂道L80和ES7兩款五座大型SUV即將推出,蔚來未來將通過雙品牌、共享平台產品矩陣擴大在20萬至40萬元人民幣純電SUV市場中的份額,維持「買入」評級,蔚來(NIO.US)美股目標價為10.5美元。
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