智通财经APP获悉，浦银国际发布研报称，维持零跑汽车(09863)“买入”评级，目标价由原水平上调至52.4港元。公司去年第四季度业绩大体符合该行预期，而今年销量指引及全年盈利情况好于该行预测。公司当前市销率为0.9倍，估值有重估上行空间，相较于可比新势力估值具备吸引力，维持行业首推。根据业绩及指引，该行上调对零跑今明年销量和盈利预测。
报告指出，展望今年，零跑C系列年度车型和中期改款以及新发布的B系列三款车型，有望推动全年汽车销量高速增长至50万辆以上。零跑自研自造的核心汽车电子部件能力配合LEAP3.5架构，将为公司10%以上的毛利率目标提供支撑。零跑借助优秀的费用管理能力和经营性杠杆，全年有望冲刺盈利。零跑国际在推动销量增长的同时有望实现盈亏平衡。
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