大行評級|大和:上調小鵬汽車評級至“買入” 目標價上調至11美元
大和發表報吿,將小鵬汽車評級由“持有”上調至“買入”,以反映公司向大眾汽車提供技術研發服務,提升改善毛利率的能力,相信未來與大眾或其他代工生產合作,將有助公司提早達到收支平衡,目標價由9.8美元上調至11美元。該行因應年初至今P5及G9銷售疲弱,將公司今明兩年收入預測下調7%至9%,將今年銷量預測由原先24.1萬輛下調至21.1萬輛,不過每車虧損由之前估計4.4萬元收窄至3.7萬元,因為向大眾提供的技術研發服務利潤率較高。
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