大行评级丨高盛:上调蔚来H股目标价至55港元 上调2026至2030年销量预测

中金财经
Nov 03, 2025

  高盛发表报告,将蔚来2026至2030年销售量预测上调6%至11%,因近期新车型即L90与ES8的市场竞争力提升,带动过去一季销量持续增长。公司已加速新车型产品线布局至2026年,规划推出两款新车型,包括L80与ES9及另一款改款车型ES7,预期将进一步强化销售动能。该行现时预测公司将于2028年实现全年非公认会计原则EBIT盈亏平衡,较先前预测的2029年提前;美股目标价由4.3元上调至7美元,H股目标价由33.3港元上调至55港元,维持“中性”评级。      【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱:news_center@staff.hexun.com   

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