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《大行報告》大和下調理想汽車(LI.US)目標價至39美元 評級「買入」
大和發表報告指,理想汽車(LI.US)(02015.HK)今年第二季非通用會計準則(non-GAAP)淨虧損為1.6億元人民幣,對比首季錄non-GAAP盈利4.77億元人民幣,主要由於汽車交付因上海封城而按季有所下降。至於第二季的毛利率表現有韌性,達21.5%,按季下跌1個百分點,按年則升2.6個百分點。 大和表示,集團指引今年第三季交付2.7萬至2.9萬輛車,意味8月及9月交付1.66萬至1.86萬輛,認為交付量是疲弱。該行又相信,集團將於第四季推出新車款「L8」,預期年底其每月交付將恢復至每月2萬輛。 大和下調理想汽車美股目標價,由40美元降至39美元,評級維持「買入」。
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