《大行》花旗料小鹏(09868.HK)次季Non-GAAP净亏损10亿人币 估第三季交付量逊预期

阿斯达克财经
Jul 31

小鹏汽车-W(09868.HK) 将公布第二季业绩,花旗发表研究报告,预期集团第二季Non-GAAP净亏损约10亿元人民币,综合毛利率约20%,汽车毛利率约12.5%。该行维持其“买入”评级,H股目标价87.7港元。花旗预期小鹏第三季总交付量约13万辆,低于市场预期的15万辆,主要因为7月交付量或略逊预期,加上L03生产爬坡需时,以及L03(毛利率逾10%)或蚕食M03(毛利率仅单位数)的销量。...

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