德银发布研报称，维持零跑汽车（09863）“买入”评级，目标价由49港元上调至50港元。该行表示，考虑到零跑今年销量指引高于预期，决定将其收入预测上调12%。零跑汽车2024财年第四季录得净利润8，100万元人民币，为公司成立以来首次录得正面的季度净利润，主要由于其毛利率的改善，按季上升5个百分点，同比上升6.5个百分点至13.3%。
德银引述零跑管理层指，目标今年销量介乎50万至60万辆（即同比增长70%至104%），其中包括约5万至6万辆海外销量，相对2024年约1.2万辆。该行预计，零跑今年销量为55万辆（即同比增长87%），其中“C”系列产品占33.5万辆、“B”系列产品占11.5万辆，以及“T03”占10万辆。
责任编辑：史丽君
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