美银证券发表研究报告指，零跑汽车(09863.HK) 首季销售按年升1.87倍，较预期高出10%；毛利率14.9%，同样超出预期。期内，集团净亏损收窄至1.3亿元人民币，胜于该行预测的亏损4.5亿元人民币。
该行表示，由于零跑汽车拥有强劲的车型管道，预期销量将于今年按年增长88%，达到55.2万辆，并会在明年推出多款车型。因此，该行预计集团在中国电动车市场的份额将由2024年的2.4%增长至2026年的6.4%。
美银证券表示上调集团2025至2027年的销售预测15%、25%及38%，升收入预测18%、29%及47%，料今年净利润录9,300万元人民币，而2026及27年则料分别达14亿及26亿元人民币。因此，该行将集团相应目标价由49元升至78元，重申“买入”评级。(sl/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-19 16:25。)
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