《大行報告》瑞信:理想(LI.US)降第三季車輛交付預測至2.55萬輛 低於市場預期
瑞信發表研究報告指,理想汽車(02015.HK)(LI.US)公布將第三季車輛交付預測從原先介乎2.7萬至2.9萬輛,下調至2.55萬輛,低於市場預期,當中9月份交付目標從原先介乎1.2萬至1.4萬輛,降至1.05萬輛。由於理想汽車於8月份生產了9,000輛Li ONE SUV,並交付了4,700輛,瑞信預計理想9月份將交付至少4,500輛Li ONE及少於6,000輛L9 SUV。
理想早前表示L9手頭積壓的訂單強勁,9月份L9 SUV交付量可能達到1萬輛,但今次預期下調,則是因為供應鏈限制的影響。另外,瑞信認為公司提前推出L8超大型SUV,將影響L9的產量,部分組件或改為分配予L8演示車。瑞信維持對理想美股「跑贏大市」評級,美股目標價40美元。
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