You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》中金:小鵬(09868.HK)旗下G9物流運輸和交付整備工作已到位 料11月起產量有望穩步上升
中金發表報告,預計10月乘用車和新能源上險量分別達163和45萬輛,對應新能源月度滲透率約28%。從交付數據看,表現繼續分化。定位主流市場的埃安和哪吒10月銷量分別為30,063和18,016輛,在9 月實現快速突破基礎上,銷量高位企穩,繼續維持領先優勢。其中,近日埃安第二智造中心竣工投產,規劃產能達40萬輛,預計後續有望賦能產銷突破。往前看,該行認為埃安和哪吒與零跑品牌,仍需要在20萬元以上的市場中證明產品力。 另外,報告指,定位高端市場的極氪與賽力斯表現同樣亮眼。極氪001單一車型月銷首度破萬,達 10,119輛。全新MPV車型極氪009於11月1日正式發布,WE/ME版售價分別為49.9和58.8萬元,產品搭載麒麟電池、數字電視等多項領先配置。賽力斯交付為12,047輛,問界M5 EV已開啟全國多城交付。目前公司在手訂單充沛,預計11至12月有望保持按月向上。 「蔚小理」方面,該行指守住月銷萬輛基本線,練好內功靜待需求向上。蔚來10月交付為10,059輛,按月跌7.5%,預計主因合肥工廠受疫情影響較嚴重,造成交付瓶頸,期待11至12月生產端改善帶動ET5交付破萬指引兌現。小鵬10月交付達5,101輛,按月跌39.8%。目前小鵬G9的物流運輸和交付整備工作已全面到位。公司預計11月起G9的產量有望穩定爬坡。此外,公司近期進行組織架構調整,期待後續公司更貼近市場和用戶需求,帶動競爭力提升。理想10月交付10,052輛,按月跌12.8%,目前L9 定單仍保持強勁增長,L8在手訂單充沛並規劃本月內交付,認為公司4Q交付及業績均值得期待。 該行維持蔚來(09866.HK)與小鵬汽車(09868.HK)盈利預測及「跑贏行業」評級不變。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account