理想汽車(02015.HK):次季有望每月交付達逾三萬輛新能車 對今年零部件供應保持信心
理想汽車(02015.HK)(LI.US)董事長兼首席執行官李想在業績電話會議上表示,理想1月訂單量較差主因銷量在去年11月及12月被提前釋放,不過2月已開始顯著恢復。李想表示,隨著L7及L8的交付,理想汽車有望在下季度每月交付量達逾三萬輛新能源車。預期今年首季交付量約為5.2萬輛至5.5萬輛,按年增長64%至73.4%。按1月已交付1.51萬輛車,於2月及3月份月均交付要達到1.84萬輛至1.99萬輛。
李想表示,公司今年目標在介乎30萬元人民幣(下同)至50萬元售價區間豪華SUV取得20%市場份額。隨著產業成熟度的逐步提升和上下游供給情況的逐步改善,理想汽車對2023年的零部件供應保持信心,同時將進一步加強供應戰略感知與規劃、風險管理及成本管理,以積極應對各自潛在的供應挑戰與風險。
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