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《大行報告》美銀證券降蔚來-SW(09866.HK)目標價至85元 季績勝預期毛利率較高
阿思達克 12-06 09:40
美銀證券發表報告指,蔚來-SW(09866.HK)第三季季績勝預期,期內汽車銷售按年升75%至5.54萬輛,銷售汽車毛利率達11%,受惠產品組合改變及折扣減少。資本開支及資本開支比率低於預期,因公司減少有關電池相關的研發費用。營運虧損達48億元人民幣,低於預期,而淨虧損達46億元人民幣,亦低於預期,該行預料第三季公司現金流達約20億至25億元人民幣。 該行指,蔚來管理層指引第四季交付量達4.7萬至4.9萬輛,按年升17%至22%,並維持其毛利率指引達15%,明年則達15%至18%。該行表示,將蔚來在2023年至25年的各年銷量分別下調7%、17%及7%,同時下調在2023年至25年的淨虧損預測。 美銀證券將蔚來目標價由101元下調至85元,維持其評級為「買入」。
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