中银国际:维持小鹏汽车-W(09868)“买入”评级 上调目标价至96港元

智通财经
03 Mar

智通财经APP获悉,中银国际发布研报称,维持小鹏汽车-W(09868)“买入”评级,将港股目标价由原先70港元升至96港元。小鹏汽车2月销量达30,453辆,环比大致持平,跑赢同业,超出指引和该行预测。该行将今明两年收入预测提高21%至27%,分别为847亿元人民币及1,173亿元人民币。

中银指出,受客户需求恢复以及改款G6的推出影响,预计小鹏汽车3月交付量有望超3万辆甚至创新高,推动今年首季销量较去年第四季的9.1万辆环比有所增长。

至于今年次季以及后续展望,小鹏汽车会因丰富的新车型轮流推出迎来加快的销量动力。公司计划在4月推出全新G7SUV,5月有MONAMax,6月会有类似小米集团-W(01810)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MONASUV。该行上调目标价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,具备可持续及可观的增长前景。

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