大华继显发表研究报告指，根据行业数据，小鹏汽车(09868.HK) (XPEV.US) 今年第八周的保险上牌量为8,800辆，按年增长逾6.3倍，按周增长8.6%，表现超越同业理想汽车(02015.HK) ，而且连续多周在新势力电动汽车品牌中位居榜首。
该公司同时在自动驾驶领域亦取得重大进展，自研图灵芯片预料将于5月推出的新车型中亮相，相比英伟达(NVDA.US) Thor芯片更具成本优势，大华指，小鹏正全面采用自研芯片，有助提升效率并降低成本，相信其生态系统战略可增强其市场地位，不断扩大的产品矩阵及强劲销售势头则进一步巩固其在智能出行领域领先者地位。
大华继显将小鹏汽车2025至2026年交付量预测分别从35万辆及40万辆上调至40万辆及50万辆，同时将2025年的净亏损预测从35.35亿元人民币下调至19.95亿元人民币，预计小鹏汽车将在2026年实现盈利约6.47亿元人民币，对比此前预测为净亏损22.54亿元人民币，相应将目标价从60港元上调至110港元，评级升至“买入”。(gc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-28 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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