零跑汽车B10发布点评

Investment Rating - The investment rating for the company is "Buy" (maintained) [2] Core Viewpoints - The company has launched the new B10 model, a compact SUV targeting the 100,000 to 150,000 RMB market, with a global launch planned for next year [2][5] - The B10 features the industry's only laser radar and 8650 chip for advanced intelligent driving solutions, enhancing both highway and urban navigation capabilities [2][5] - The latest LEAP3.5 technology architecture is utilized in the B10, improving the driving experience with integrated control systems and advanced thermal management [2][5] Financial Summary - The company is projected to achieve net profits of -3.703 billion, -1.086 billion, and 1.052 billion RMB for the years 2024, 2025, and 2026 respectively, with a PE ratio of 32.97 in 2026 [5][8] - Revenue is expected to grow significantly from 16.747 billion RMB in 2023 to 79.932 billion RMB in 2026, reflecting a growth rate of 295.41% in 2023 and 47.47% in 2026 [8][9] - The company's total assets are projected to increase from 28.453 billion RMB in 2023 to 61.780 billion RMB in 2026, indicating strong growth potential [8][9]