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焦点个股:小鵬汽車-W(09868.HK)

Focus stocks: XPeng Inc.-W (09868.HK)

富昌金融 ·  Oct 25, 2021 00:00

Company introduction:

Mainly engaged in the design, development, manufacturing and sales of intelligent electric vehicles in China, as well as providing related after-sales service and maintenance.

Recommended reasons:

Recently, the Federation of passengers released the "Analysis of the National passenger car Market in September 2021". What is striking is that under the influence of insufficient supply of chips in the entire automobile industry, the production and sales of new energy vehicles reached a new high in September and maintained a strong trend. In September, eight automakers in the market sold more than 10,000 new energy vehicles at wholesale, and the group is one of them. According to data from the China Automobile Association, the penetration rate of the new energy vehicle market has risen to 17.3% in September, and the penetration rate of new energy passenger vehicles is close to 20%, which is expected to maintain growth in the future. According to the CAA data, the domestic retail penetration rate of new energy vehicles in September is 21.1% and 12.6% from January to September, a significant increase. The acceleration of consumers in the market from fuel vehicles to new energy vehicles is the biggest driving force to support the increase in the production of new energy vehicles. The Group Flag car is widely welcomed by the market. It is believed that under the favorable environment, sales are expected to usher in strong growth. After the group share price rebounded all the way up, the upward momentum is enhanced, is expected to reach a new high, it is recommended to buy 169.8 yuan, the target is 190yuan, the stop price is 160yuan.

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