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《大行報告》瑞信:理想汽車(LI.US)6月交付量高於市場預期 次季付運高於指引
瑞信發表報告指,理想汽車(LI.US)6月交付量按月升15%及150%至32,575輛,高於市場預期,並創歷來月均銷售數量的新高,主要是銷售勢頭強勁,有利公司全面加強組織流程和營運能力。公司次季整體交付量按季升65%至86,533輛,遠高於7.6萬輛至8.1萬輛的指引。 該行指,展望第三季,公司目標理想L8和L9月均交付各超過1萬輛,並Li L7月均交付量則1.5萬輛,同時公司將力爭月均交付4萬輛汽車。 該行指,理想汽車主席稱對前景持保守看法,故將今年全年交付量目標為30.6萬輛,遠低於早前團隊提出36萬輛的全年預期。該行維持其目標價為38美元及其評級為「跑贏大市」。(ca/k) ~
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