金吾财讯 | 小鹏汽车(09698)早盘反复走高,截止发稿,涨6.22%,报95.6港元,成交额10.79亿港元。消息面上,公司宣布,将于本周四(13日)晚上七时举行2025年春季发布会,届时将发布2025款小鹏G6和小鹏G9。招银国际表示,新能源汽车销量在年后得到较好的恢复,该行预测新能源车的市占率有望从1月的38.5%恢复至2月的约49%。大部分汽车厂商还在等待新技术、新车型的发布及上市,3-4月会迎来一波新产品的集中上市期,产品上市的市场反馈将成为影响股价的重要因素。该行表示,新势力中推荐小鹏汽车(XPEV US,买入),公司作为以智驾为标签的公司,今年有望乘着技术和产品的东风,实现翻倍增长。
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