中银国际发表研究报告指，小鹏-W(09868.HK) (XPEV.HK)2月销量大致按月持平，达到30,453辆，继续跑赢同业，超出之前指引和该行预测。该行称，受到客户需求恢复以及改款G6的推出，预计3月交付量将有望超过3万辆，甚至有望创下新高，推动今年首季的销量将较去年第四季的9.1万辆按季有所增长。
至于今年次季以及后续展望，公司会因为丰富的新车型轮流推出，将迎来加快的销量动力。公司计划在4月推出全新G7 SUV，5月有MONA Max，6月会有类似小米-W(01810.HK) SU7的运动型轿车。而今年下半年将会推出首款增程型电动车G01和MONA SUV。
该行将公司今明两年的收入预测提高21%至27%，达到847亿元人民币及1,173亿元人民币，反映年初至今销量超出预期以及更强的新车型项目。该行维持对公司“买入”评级，并将美股目标价由原先18美元上调至25美元，港股目标价由原先70港元升至96港元，以反映小鹏汽车凭借强劲的新车型推出计划和终端需求支撑，具备可持续及观的增长前景。(vc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-03 12:25。)
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