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《大行報告》瑞信上調理想汽車(LI.US)目標價至48美元 料次財季淨利潤創新高
瑞信發表研究報告指,理想汽車(02015.HK)(LI.US)年初至今銷售表現向好,7月第二星期產量達到8,000輛,對比上一星期的約6,388輛顯著提升,預期今年餘下時間公司都將繼續加大生產力度,預期第三及第四季每月交付量可達到3.5萬及4萬輛。 考慮到產量表現高於預期,瑞信將全年銷量預測上調至36萬輛,並預期第二季純利將創新高達到15.3億元人民幣,相應將2023至2025年每股盈利預測上調33.6%至91.2%,美股目標價從38美元升至48美元,維持「跑贏大市」評級。
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