《大行報告》摩通:零跑汽車(09863.HK)上季業績大致符預期 評級「增持」
摩根大通發表報告指,零跑汽車(09863.HK)上季業績大致符預期。予「增持」評級,目標價34元。
報告指,管理層在業績電話會議上強調了緩解行業不利因素的策略,包括競爭環境加劇和需求放緩,但該行認為明年零跑汽車要實現銷量的上升或利潤率驚喜將是一個挑戰。該行調整了對零跑汽車第四季預測,主要是反映最近在10月份其生產基地附近的因疫情意外封城對生產的影響,但保持明年及打後的假設不變。
摩通指,在原始設備製造商中,未來一年首選繼續是蔚來-SW(09866.HK),其次是小鵬-W(09868.HK),然後是零跑汽車。而近期由於相關的行業數據點可能會保持平緩,相信投資回報將來自於相對的股票表現,仍然偏好盈利能力強勁的比亞迪(01211.HK)。
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