《大行報告》大摩:理想汽車(02015.HK)次季付運達86,533輛 高於指引
大摩發表評級報告指,理想汽車(02015.HK)6月銷量創歷史新高,達32,575輛,按月升15%、按年升150%,而6月份強勁表現令其次季交付量達到86,533輛,遠高於公司指引的7.6萬至8.1萬輛。同時公司上半年汽車出貨量已超過2022年全年交付總量。
該行表示,公司執行力堅定,實現創辦人月銷售額3萬輛以上的目標,應獲投資者應讚揚。截至6月底,理想汽車於內地全國擁有331間零售店,按月增加17間。
該行指,公司預料這強勁勢頭會持續,L8和LL9的月均交付目標分別為1萬輛以上,而第三季L7的交付目標為1.5萬輛,超出市場預期。目前公司目標第四季月均銷售額達4萬輛,符合公司創辦人早前設下的目標。
該行維持其目標價為40美元,以及其投資評級為「增持」。(ca/u)
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