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《大行報告》麥格理上調理想汽車(02015.HK)目標價至142.6元 評級「跑贏大市」
麥格理發表評級報告指,理想汽車(02015.HK)上半年銷量為6萬輛,按年上升100%,更相信平價奢華市場需求具韌性,由於其新旗艦車型L9將於今年8月交付,預期公司下半年銷量達10.7萬輛,按年上升77%,且表現優於同業;又料其新能源汽車市佔率將會由2.4%提高至3.5%,以致其全年市場佔有率為3%。 該行補充,將集團今年銷量預測下調4,000輛,以反映近期Li ONE 的疲弱訂單勢頭和L9對ONE的潛在蠶食效應,故今年收入預測下調3%,純利則降11%,惟料2023至2024年度業績表現穩健。該行將其目標價由126.3元上調至142.6元,維持「跑贏大市」評級。(ca/s) ~
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