高盛发表报告指，小鹏集团于7月16日在德国慕尼黑正式发布全新SUV车型Mona L03，官方起售价为12.38万元，低于预售起售价的14.38万元。该车型在全球上市后首7分钟及首一小时内，分别录得2万张及4.7万张不可退还的订单。高盛预计Mona L03将能实现每月1.4万辆的稳定销量，并在今年第三及第四季度分别贡献小鹏汽车总销量的22%及23%，进一步推动第三及第四季销量同比增长28%及59%。小鹏同时强调其全球化战略，包括所有未来车型都将在海外上市，目标在2026年进入65个全球市场；并计划于2027年在欧洲推出VLA2.0车型、交付人形机器人；以及未来在欧洲推出飞行汽车。高盛预期，一系列新车型的陆续推出及海外扩张，将提高小鹏汽车销量持续增长和利润率改善的能见度，维持“买入”评级，H股目标价为89港元，ADR目标价为23美元。
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