大行評級 | 大摩:理想交付強勁支持實現月收入破百億人幣目標 評級“增持”
格隆匯12月2日丨大摩發表研報指,儘管受疫情以及零件供應受阻等影響,理想汽車(2015.HK)11月新車交付量仍按月升49.6%、同比增11.5%至1.5萬輛,創下單月最高交付紀錄。根據最新的銷售數據,L9仍貢獻11月約70%的新車交付量,而L8的產量增長亦相當可觀,尤其11月時該車款首個交付的月份。上月交付量破頂將為集團在年底前實現月均收入超過100億元人民幣的目前奠定有力的基礎。該行予理想汽車美股“增持”評級,目標價23美元。該股現報79.6港元,總市值1659億港元。

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