国泰海通证券研报指出,蔚来(09866.HK) 销量放量叠加高价车型占比提升,去年末季首次实现单季盈利,今年产品矩阵持续扩展;预计公司2025至2027年营业收入分别为870亿、1,306亿、1,614亿元人民币(下同);净利润分别为169亿、负35亿、6亿元。该行用市销率作为公司估值,参考可比公司,予公司2026年估值0.85倍市销率,对应目标价50.59港元。首次覆盖,给予“增持”评级。该行...
Source Link国泰海通证券研报指出,蔚来(09866.HK) 销量放量叠加高价车型占比提升,去年末季首次实现单季盈利,今年产品矩阵持续扩展;预计公司2025至2027年营业收入分别为870亿、1,306亿、1,614亿元人民币(下同);净利润分别为169亿、负35亿、6亿元。该行用市销率作为公司估值,参考可比公司,予公司2026年估值0.85倍市销率,对应目标价50.59港元。首次覆盖,给予“增持”评级。该行...
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