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大行評級 | 美銀證券:小鵬(XPEV.US)Q3業績好於預期 予買入評級 目標價上調至66美元
格隆匯 11-24 10:47
格隆匯11月24日丨美銀髮表研究報吿,予小鵬(XPEV.US)買入評級,目標價上調至66美元(約256港元)。受益於更好的產品組合以及更高的生產效率,小鵬汽車昨日發佈三季度財報顯示Q3業績好於預期,公司Q3營收57.2億元,同比增187%;汽車業務毛利率13.6%,環比增2.6pct(二季度毛利率11%)。Q4交付指引樂觀,預計交付34500-36500台,同比增166.1%-181.5%,為中國電動汽車同行中最優。值得注意的是,小鵬計劃與網約車運營商合作,在2022財年下半年開展機器人出租車業務。另外,該行將公司2022/2023年的預期銷售額分別提高7%/8%。
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