《大行報告》摩通首予小鵬汽車(09868.HK)「增持」評級 目標價240元
摩通發表報告,首予小鵬汽車(09868.HK)「增持」評級,目標價240元,料公司將在2021至2025財年實現52%的收入年複合增長率,並相信產品組合能夠滿足市場需求。該行在中國智能電動車領域推介小鵬、比亞迪(01211.HK)和蔚來(NIO.US)。
報告指,小鵬汽車發展戰略重點,如先進駕駛輔助系統、自動駕駛解決方案和差異化的平台戰略,將受益及引領中國智能電動車趨勢,預測中國電動車滲透率將增長6倍以上,從2020年的5%提升至2025年的35%。
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