According to the news on December 6, after the big rise in the previous period, the share price of China Automobile New Power, accompanied by the adjustment of Chinese stocks, recently showed an obvious pullback, of which the share price of Lulai and ideal fell by nearly 20% in four days, but many investment banks are still optimistic about the future trend of new energy car companies.
As of press time, Lulai (NIO) fell 19.60% from four trading days to close at $32.15.
Ideal car fell 16.02% to HK $119.7 over the same period.
Xiaopeng Motor fell 10.89% to HK $180.8 over the same period.
With Wei Xiaoli's monthly sales of new energy vehicles exceeding 10,000, the share price of new energy vehicles has risen sharply in stages, such as 09868.HK, which has risen nearly 60 per cent in the past two months of trading. Although Wei Xiaoli's three car companies have given up their gains to varying degrees in recent days, a number of investment banks are still optimistic about the prospects of the three companies and expect strong demand for new energy vehicles to continue.
According to a recent research report by Goldman Sachs, the revenue of ideal cars rose 2.1 times year-on-year in the third quarter, and deliveries increased 1.9 times year-on-year to 25100 units, even though September production was affected by chip shortages, with a fourth-quarter delivery guideline of 30, 000 to 32000 units. The bank maintains a "buy" rating and is on the "convinced buy" list with a target price of HK $240.
China International Capital Corporation recently published a research report that the monthly order of the ideal one has reached 15000, and the demand for this model is expected to be much higher than expected, and the expected ideal R & D and channel layout will continue to expand. NOA intelligent driving and HPC high-voltage fast charging will be landed one after another, coupled with the strategic results of individual products, which can be expected in the future. As a result, the company rated ideal cars as "outperform industry" and raised its target price by 10.6 per cent to HK $207.
China International Capital Corporation reported that the Xiaopeng G9 will help its company further accelerate its expansion into overseas markets and maintain its target price of HK $271, and reiterated its previous profit forecast and "outperform industry" rating. The company said that at present, Xiaopeng Automobile Plant has implemented a two-shift production system, the company has abundant orders, driven by supply improvement and capacity climbing, delivery volume continued to improve in December.
