高盛:极氪:高端BEV,增长强劲,估值吸引人;开始买入
品牌价值·2024-06-05 22:18

更多资料力 关注公众号:水木纪要 4 June 2024 | 12:08PM CST 买入胍 ZEEKR Intelligent Technology Holding (ZK) Premium BEV brand with strong growth and attractive valuation, Initiate at Buy Despite being a relative late-comer to the NEV space in 2021 (vs. peers in 2018/2019) with fewer models on sale (4 for ZEEKR vs 6/8 for XPeng/Nio), we forecast ZEEKR's 2024 volume at 215k, overtaking that of Nio/XPeng with the highest 2023-26E CAGR of 56% driven by the successful relaunch Of ZEEKR 001 the start of delivery of ZEEKR 007, and o ...