《大行報告》匯豐研究上調理想-W(02015.HK)目標價至213元 評級「買入」
匯豐研究發表報告指,理想-W(02015.HK)CEO李想稱,7月第二周開始的每周產能會從6月的約7,500輛提升到8,000輛,增速快於該行預期。在下半年,該行預計常州和北京工廠產能將增加,相信到年底月總銷量將接近40,000輛。展望明後年,該行預計理想汽車的產品周期將加快,屆時將推出7款新車型。
匯豐研究指,考慮到強勁的積壓訂單、產品周期加快以及產能增長速度超過預期,將理想汽車2023至2025財年淨利潤預測分別上調18%、14%和13%。同時將收入預期分別上調6%、3%和2%,較市場預期分別高出13%、15%和10%。H股目標價由168元升至213元,評級「買入」。
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