智通财经APP获悉,建银国际发布研报称,维持零跑汽车(09863)“跑赢大市”评级,目标价由46.1港元升至73.2港元。该行上调零跑今明两年销量预测分别11%及3.5%,至50.3万辆及74.5万辆,以及上调各年收入预测分别8.4%和0.4%,以反映因“以旧换新”的补贴以及海外随新车型而提高的消费。
建银国际指出,零跑汽车去年第四季经营数据改善且令人鼓舞,公司预期今年的毛利率目标10%至15%,B10车型刚刚推出,价格范围吸引,落在11万元至13.9万元人民币之间,将在4月开始出货,料第三季会大批交付。零跑扩张其产品组合至智能增程型电动车以及电动车,料每月销量会维持在4万至5万范围。另外,公司的潜在动力为在欧洲以及东南亚的出口渠道。
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