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理想汽車-W(2015.HK)高開4% 欲創上市新高
格隆匯 12-01 09:28
格隆匯12月1日丨理想汽車-W(2015.HK)高開4.04%報136.5港元,逼近10月26日創出的上市新高價136.6港元,最新市值2820億港元。公司11月29日公佈的業績顯示,Q3營收77.8億,同比增209.7%,non-GAAP淨利潤3.36億,均大超市場預期;Q3綜合毛利率23.3%,環比大幅增加4.4pct,再次超越蔚來、小鵬;指引Q4交付3萬-3.2萬台,對於2021全年交付8.53-8.73萬台。財報解釋,Q3營收、盈利超預期,主要歸因於新ONE提價、新能源積分銷售&配件銷售。整體上,理想Q3財報超預期,同時Q4指引符合預期。此外,2021年10月北京工廠啟動建設,預計2023年投產,將用於BEV車型生產。

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