研報掘金|平安證券:維持小鵬汽車“推薦”評級 P7+有望成為公司下一款上量車型
平安證券發佈研究報吿稱,維持小鵬汽車“推薦”評級,結合公司前三季度交付量以及M03、P7+後續的上量節奏,該行調整2024至2026年營業收入預測為429億/701億/950億元,對應淨利潤預測分別為-62億/-20億/9億元。
近日亮相的全新車型P7+定位是30萬以內的一款高端純電轎車,新車將於10月14日巴黎車展期間發佈預售價格並開啟預售,11月上旬上市交付。AI鷹眼視覺智駕方案上車後為P7+帶來成本優勢,該行認為P7+有望成為公司下一款上量車型。
該行指,目前小鵬汽車支持高階智駕方案的車輛保有量或落後於華為、蔚來、理想等競爭對手,若搭載AI鷹眼視覺智駕方案的P7+以及後續M03 Max版(搭載AI鷹眼視覺智駕方案)能夠上量,將進一步強化小鵬汽車“智駕”標籤,利於後續端到端智駕方案迭代。
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