《大行報告》高盛:理想汽車(LI.US)第三季指引低於預期 維持確信買入名單內
高盛發表報告指,理想汽車(LI.US)(02015.HK)今年第二季盈利表現符合該行及市場預期,不過第三季指引則低於預期。管理層指引季度交付2.7萬至2.9萬輛車,中位計按年增長11.5%,至於收入指引為89.6億元至95.6億元人民幣,中位計按年增19.1%。
該行表示,集團目標於8月開始交付「L9」車款,並於9月提升車款生產至每月1萬輛,是次車款的推出顯然蠶食「Li ONE」的銷售,從而影響集團第三季的指引。另外,管理層亦稱即將推出另一車款,該行認為有可能是 「Li ONE」的升級版「L8」。
高盛下調理想汽車今年至2025年盈利預測8%至18%,美股及港股目標價分別降至46美元及179港元,並維持「確信買入」名單內。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.