大行評級|里昂:予小鵬汽車“跑贏大市”評級 ADAS性能相對同行屬第一梯隊
里昂指,小鵬汽車將推出新款G6及G9改款,展示車已抵達部分門店。新款G6取消LiDAR,採用基於純視覺的高級駕駛輔助系統(ADAS),搭載兩顆英偉達Orin-X芯片。座艙芯片從Snapdragon 8155升級到 8295P。此外,新車內外設計亦進行多項改進,針對現有用戶反饋的大多數痛點進行針對性改進。此外,無LiDAR的ADAS將有助提升成本效益。小鵬ADAS性能相對同行屬第一梯隊。
該行認爲,特斯拉在中國引入FSD短期不影響中國電動車品牌銷售,因FSD價格較高,但可能提升市場對ADAS接受度和認知度,並推動智能駕駛技術迭代競爭。該行予小鵬目標價69港元,評級“跑贏大市”。
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