Pole Position "UBS European & US Autos Daily" Hummel

研报英文原文证据摘录

Pole Position "UBS European & US Autos Daily" Hummel

Global Research

20 May 2026ab

Pole Position Equities

Europe including UKUBS European & US Autos Daily

Automobiles

Patrick Hummel, CFA

Mercedes-Benz launches AMG GT EV on new AMG.EA platform Analyst

Last night, MBG lauched its first all-electric AMG sports car, the AMG GT, sitting on the patrick.hummel@ubs.com

all-new AMG.EA platform. The four-door coupe offers up to 1,170hp, repeatable 2.1 +41-44-239 52 54

seconds 0-100km/h, up to 700km WLTP range, and a 10-80% DC charge in 11 minutes David Lesne

with up to 600kW. It features several technical innovations, including three axial flux e- Analyst

motors (two in the rear, one in the front) from MBG's Yasa subsidiary. The starting price david.lesne@ubs.com

hasn't been announced yet, but we expect the base version to have a c€150k price tag. +33-14-888 3034

Joseph Spak, CFA

Our view: Analyst

This is MBG's most capable BEV yet, with top-notch powertrain and charging joseph.spak@ubs.com

+1-212-713 3089

performance. AMG.EA will be used for more models, including an SUV that is expected

to arrive in 2027. Demand is the big question mark. So far, the fan base of all-electric Juan Perez-Carrascosa

high-performance sports cars has been very limited (Porsche Taycan sales have been on a Analyst

steep decline path), also because of weak residual values. There will be more additions juan-perez.carrascosa@ubs.com

+34-91-436 9025

to this segment, including the Ferrari Luce (at a >€500k price tag) and several Chinese

"supercars". We would expect a four-digit annual figure for the AMG GT BEV; the Paul Gong

upcoming SUV will likely be the commercially more relevant model with low five-digit Analyst

annual sales potential.