9月29日,中银国际发布文远知行WeRide(WRD.US)研究报告,首次覆盖该公司,给予买入评级和20.00美元的目标价。中银国际认为,文远知行具备全面的产品和服务结构,依托L2到L4协同的技术飞轮,有助于捕捉多样化场景的市场需求;此外,文远知行是全球唯一同时拥有7国牌照的L4自动驾驶公司,依托其全球化战略及头部合作伙伴网络,构建了在国际市场上的先发优势。中银国际认为,文远知行有望成为行业的最终赢家之一。
中银国际认为,综合考虑L4技术进展、商业化落地进度及Robotaxi车队规模等因素,文远知行当前股价与可比公司相比被显著低估。中银国际基于DCF估值方法预测文远知行目标价为20.00美元,对应20倍2027年预期市销率,与当前股价10.19美元相比,存在约96%的上升空间。
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