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《大行報告》瑞銀上調理想汽車(LI.US)目標價至47美元 評級「買入」
瑞銀髮表報告,指理想汽車(LI.US)第三季表現超預期,上調目標價由46美元至47美元,評級「買入」。 報告指,理想季內營運虧損僅爲9,800萬元人民幣(下同),少過市場和該行預測的3億至4億元,而經調整經營利潤錄3.36億元,在現階段該行認爲表現理想。本季度的自由現金流爲12億元,與同業相比非常突出。 另外,管理層指導第四季的交付量爲3萬至3.2萬輛汽車,意味着11月或12月的月交付量爲1.1萬至1.2萬輛,溫和高於市場預期。從長遠來看,公司仍然致力於開發EREV和BEV,以及智能駕駛艙和先進駕駛輔助系統(ADAS),並通過建立北京生產基地擴大產能。
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