金吾财讯 | 小鹏汽车(XPEV)股价走高，截至发稿，涨1.72%，报21.32美元。数据显示，小鹏汽车3月共交付新车33,205辆，同比增长267.88%，连续5个月交付量突破3万辆；1-3月，累计交付新车94,008辆，同比增长330.81%。国联民生证券报告指出，小鹏汽车未来有望实现销量的快速增长，预计公司2025/2026 年销量分别为52.4/78.9 万辆。对应2025-2026 年营业收入分别为999.8/1597.8 亿元，同比增长144.7%/59.8%。归母净利润分别为-0.4/65.8 亿元。优质车型上市有望迎来销量拐点，智能驾驶迭代有望助力公司实现财务数据反转，大众合作凭借技术领先有望兑现收入。维持“买入”评级。
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