小鹏汽车-W(09868)股价上涨2.96%,现报88.60港元,成交额8.85亿港元。
中信证券发布研报称,2025年2月,小鹏汽车交付新车30,453台,同比增长570%;排名新势力车企2月交付量第一名。小鹏在2025年1-2月累计交付6.08万辆,同比+375%,展现出超越淡旺季的稳定性,该行称25Q1交付的强劲背后是公司组织能力的全方位提升,2025年小鹏车型周期和盈利改善共振,智驾功能加速落地。
申万宏源表示,公司新车型周期开启,销量增长潜力显著。全新小鹏G6上市在即,价值后续G9、X9、P7i等老车型改款及G7、首款增程车型G01的推出,销量增长潜力显著,该行预计2025年公司将实现49万辆总销量,同比+158%。公司新车P7+及Mona M03销量强劲,对外合作及内部改革进度超预期,盈利能力大幅增强,同时机器人业务也有望取得突破性进展。
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