$SERES(601127.SH) At the current point in time, we are particularly optimistic about Seres' performance over the next year for the following reasons: 1) We are confident that the Aito M7 will become a national-level large SUV, with weekly sales expected to reach a steady state of 10k within this year; 2) The new Aito M5 is expected to debut within the year, disrupting the current 200,000-250,000 RMB market segment; 3) Aito has established its brand effect within the HarmonyOS Smart Mobility ecosystem, becoming the first association when mentioning Chinese-made cars; 4) The commonality rate of parts has further improved, with coverage across the M5-M9 series potentially increasing to 50%.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
