【券商聚焦】中信里昂予小鹏汽车(09868)“跑赢大市”评级 指特斯拉FSD短期不影响中国电动车品牌销售

金吾财讯
27 Feb

金吾财讯 | 中信里昂予小鹏汽车(09868)目标价69港元和“跑赢大市”评级。该行称,小鹏将推出新款G6及G9改款,展示车已抵达部分门店。新款G6取消LiDAR,采用基于纯视觉的高级驾驶辅助系统(ADAS),搭载两颗英伟达Orin-X芯片。座舱芯片从Snapdragon 8155升级到 8295P。此外,新车内外设计亦进行多项改进,针对现有用户反馈的大多数痛点进行针对性改进。此外,无LiDAR的ADAS将有助提升成本效益。该行指,凤凰科技昨日(26日)晚间进行直播,测试小鹏ADAS与特斯拉(TSLA)全自动驾驶(FSD)性能。结果显示,在相同道路进行的两小时测试中,小鹏ADAS需人工接管4次,特斯拉的FSD则需12次。小鹏再次证明其ADAS性能相对同行属第一梯队。该行认为,特斯拉在中国引入FSD短期不影响中国电动车品牌销售,因FSD价格较高,但可能提升市场对ADAS接受度和认知度,并推动智能驾驶技术迭代竞争。

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