《大行報告》中信證券:理想(02015.HK)產品具性價比優勢 料月交付量及市佔率可持續提升
中信證券發表研究報告指,理想汽車(02015.HK)(LI.US)7月份銷量按年增長近2.3倍至3.41萬輛,單月交付量再創新高,連續兩個月銷量突破3萬輛,年初至今累計銷量增長1.45倍至17.3萬輛。
報告指出,L7、L8及L9三款車型自相繼發佈以來累計交付已超過20萬輛,當中今年7月理想L7交付量約1.41萬輛,連續四個月實現交付量過萬及按月增長。考慮到理想極具性價比的產品優勢及於智能駕駛領域的領先技術佈局及商業化步伐,預期可持續受惠於新能源汽車智能化浪潮,帶動單月交付量與市場份額持續提升。
中信證券表明持續看好理想汽車,維持2023至2025年銷量33萬、65萬及100萬輛的預測,目標價爲176元,評級維持「買入」。
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