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《大行報告》大摩:理想(LI.US)第三季銷售超出指引 評級「增持」
阿思達克 10-03 09:53
摩根士丹利發表研究報告指,理想(LI.US)於9月派付3.61萬輛汽車,按月升3%,並已連續八個月持續這個上升趨勢。L7、L8、L9的月出貨量持續突破一萬台。第三季累計銷量達10.5萬輛,超過公司第三季指引的10萬至10.3萬輛。截至9月底,理想汽車在全國擁有361間零售店,按月增加15間。 另一方面,理想的競爭對手華為的Aito M7訂單持續強勁,並於9月12至30日突破三萬宗確認訂單。雖然理想的訂單勢頭依然強勁,但日益激烈的競爭或會迫使公司採取更積極的促銷活動來應對,這將限制其下半年汽車毛利率的上升空間。此外,市場亦密切關注將於12月正式上市的Li Mega,它將成為投資者衡量理想即將推出的純電動車陣容策略的重要車款。 該行予理想「增持」評級,目標價53美元。
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