研報掘金|華泰證券:下調小鵬汽車目標價至53.39港元 關注MONA上市
華泰證券發表報吿,預計小鵬汽車在智駕領域保持領先優勢,2024至2026年整車銷量為估計分別為24萬、36萬及46萬輛,收入預測分別603億、852億及1,033億元,維持公司“買入”評級,目標價由64.07港元降至53.39港元。華泰證券稱,小鵬汽車的MONA+出海將打開新增長曲線,新產品MONA M03預計8月27日上市。出海方面,小鵬深度實踐國際化2.0戰略,今年第四季將於澳洲市場推出小鵬G6,同時公司亦在同步拓展新馬泰及中東非等市場,致力於開拓新勢力海外空間。
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