金吾财讯 | 小鹏汽车(09868)早盘反复扬升，截止发稿，涨5.63%，报79.7港元，成交额12.05亿港元。2月25日特斯拉官方小程序发布了2024.45.32.12 软件更新，其中提到了Autopilot 自动辅助驾驶，标志FSD 正式入华。25日晚间，何小鹏在社交平台上表示,“欢迎特斯拉FSD来到中国，也期待整个智能驾驶行业有更多的交流和促进。”方正证券研报指出，小鹏作为智驾头部企业，有望凭借技术优势和产品创新，享受主流市场高阶智驾需求提升带来的行业红利，实现市场份额增长。在智能汽车+机器人共振情景下，业务结构调整推动盈利能力持续改善，根据该行测算，2024-2026年公司实现营收409/937/1250亿元，实现归母净利润为-77.83/-9.90/48.24亿元，维持“强烈推荐”评级。
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