【券商聚焦】华泰研究维持零跑汽车(9863 HK)“买入”评级目标价83.69港元_老虎社区_美港股上老虎

【券商聚焦】华泰研究维持零跑汽车(9863 HK)“买入”评级目标价83.69港元

金吾财讯01-06

（原标题：【券商聚焦】华泰研究维持零跑汽车(9863 HK)“买入”评级目标价83.69港元）金吾财讯|华泰研究发布研报指，零跑汽车(9863 HK)基本面拐点确立，2025年销量达59.7万辆，首次全年盈利在望。核心逻辑包括：1）全域自研+平台化制造带来成本优势，零部件自研比例达BOM成本65%，较外购成本低10%；2）一汽溢价11%入股获5%股权，战略合作聚焦增程/插混联合开发；3）...

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