交銀國際:理想汽車(02015.HK)小幅降本季交付指引 料第四季有望反彈
理想汽車-W(02015.HK)今早股價彈高,最新報103.9元升4.7%,連升第三個交易日。交銀國際發表報告表示,理想汽車宣布公司目前預計第三季度的交付量約為25,500輛,少於此前預計的27,000至29,000輛,主要是由於供應鏈限制所致。該行料理想汽車第四季交付度有望反彈。
該行指理想汽車已於9月30日正式宣布推出其全新的家庭智能豪華六座SUV L8(替代Li One)。除L8之外,還將有其他幾款車型。公司表示正在設計更精細、更清晰的產品序列,L代表擴展電動平台上的 SUV系列,數字的大小代表車型的尺寸等級。
交銀國際相信理想汽車的成功,源至其對消費者需求的深刻理解和在開發流行家庭車型方面的專業知識,提供大空間、長裡程和出色的車內設計,在L9在手訂單和L8新車型的支持下,該行預計其交付量將在今年第四季度回升。該行維持對理想汽車「買入」評級及目標價225元。(wl/k)
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