汇丰研究发表报告指,蔚来去年第四季净亏损 58 亿元,全年净亏损 146 亿元,较该行预测的 104 亿元低。公司指引今年首季销量达 3.1 万至 3.3 万辆,意味着今年 3 月销量按月增长为降 15% 至升 1%,该行认为,在平台过渡期间,这或是暂时表现疲软,同时相信公司销量及利润率今年起或会改善,因拥有以自动驾驶技术为核心发展平台 NT2.0 的车型有望推出,及第二季开始交付。该行表示,将去年、今年及明年纯利预测分别下调 41%、85% 及 279%,反映行业竞争加剧,预期营运开支比率上升,以支持无人驾驶技术研发,及建设充电网络及海外业务扩展等,目标价相应由 126 港元下调至 93 港元,维持评级买入。
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