《大行報告》中金:蔚來-SW(09866.HK)下調BaaS電池租用價格 用戶覆蓋度有望擴大
中金發表報告指,蔚來-SW(09866.HK)下調BaaS電池租用服務的月租價格,有望擴大用戶覆蓋度。BaaS模式下,蔚來將車輛(不含電池)銷售給用戶,由電池資管公司蔚能購買電池,並提供租用服務,相信今次BaaS價格調整以長壽命電池戰略為基礎,有望通過下探買車門檻提高BaaS佔比,帶來銷量動能。
該行指,蔚來與寧德時代(300750.SZ)就長壽命電池業務正式簽約,公司在充換電網絡上大力投入,有望賦能整車銷售,隨著第三方合作夥伴引入,換電商業模式有望逐漸驗證。
該行維持其「跑贏行業」評級,目標價62元。
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