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《大行報告》大摩引述理想汽車(02015.HK)料本季末供應鏈可回覆正常 加價後新訂單回升至疫前水平
理想汽車(02015.HK)今早(11日)股價抽上,盤中高見89.5元一度彈高12.6%。摩根士丹利發表報告表示,理想汽車在季績分析員電話會議上釋出正面信號,理想汽車管理層料第二季末供應鏈可回覆正常,指低成本庫存將有助於提振第二季度的毛利率,並指產品加價後的新訂單流入已回升至疫情前的水平。 理想汽車管理層表示,第二季銷量指引介乎2.1萬至2.4萬輛,反映長三角地區供應鏈將可更穩定復甦,並指逾50%理想汽車供應商已恢復營運,公司亦計劃在5月下旬將重啓第二更的生產,指常州工廠的開工率將很快達到60%(第一更的生產已達滿負荷)。 大摩表示,維持對理想汽車(LI.US)美股「增持」投資評級及目標價41美元。
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