智通财经APP获悉，建银国际发布研报称，优必选(09880)近日进行了自2023年上市以来的第五次配股，计入股票数量的增加和更高的收入预测，该行上调集团目标价15%，由100港元升至115港元，维持“跑赢大市”评级。
报告表示，优必选近期发布其旗舰产品 Walker S2 的更多细节，该行认为，此版本的升级满足了各种行业需求。同时，优必选一直在提升产能，预计8月起每月产量约200台。建银国际认为，2025年交付量可能超1000台，2026年交付量可能超3000台，较先前预测提早一年。基于60-70万元人民币的平均售价，该行推断Walker S2在2025-2026年的收入可能达到5-15亿元人民币。
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