中国银河国际分析师表示得益于旗下所有三个品牌的强劲销售以及成本削减举措蔚来集团有望在第四季度实现盈亏平衡。蔚来在第二季度

智通财经
Sep 04, 2025
中国银河国际分析师表示得益于旗下所有三个品牌的强劲销售以及成本削减举措蔚来集团有望在第四季度实现盈亏平衡。蔚来在第二季度的亏损收窄幅度超过预期中国银河国际认为这一势头将持续下去9月份的出货量可能创下历史新高。由于新车型带来的贡献增加中国银河国际将蔚来2025-2027年的出货量预测分别上调4%、6%和8%。中国银河国际看好即将推出的三款SUV认为这些新车将继续推动销售并帮助蔚来在2026年实现净利润。中国银河国际上调了对蔚来2025-2027年的收入和毛利率预期将每股收益预测上调5%-105%。中国银河国际维持对蔚来H股的增持评级并将目标股价上调37%至65.70港元。

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