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大行評級|美銀:上調小鵬汽車目標價至105.3港元 上調銷量預測
格隆匯 03-19 14:52
美銀證券發表報告指,小鵬汽車去年第四季銷售額爲160億元,按年和按季分別增長23%和59%,符合該行預估。混合毛利率按年上升8.2個百分點,按季下降0.9個百分點至14.4%,低於該行預期的14.7%。美銀指,小鵬汽車管理層預期今年第一季汽車交付量介乎9.1萬至9.3萬輛,按年增加317%至326%,收入爲150至157億元,按年增加129%至140%,略低於市場預期,主要由於新舊G6/G9產品交替所致。考慮到最新型號的生產線,該行調高小鵬汽車2025和2026年銷量預測各12%和8%,目標價由70.5港元上調至105.3港元,重申“買入”評級。
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