據報理想(02015.HK)明年銷售目標80萬輛 冀挑戰豪華品牌第一名
《澎湃新聞》引述供應鏈人士消息報道,理想汽車(02015.HK)給供應鏈企業的明年銷量預測為80萬輛。理想汽車相關負責人回應指出,明年包括產能在內的具體目標數字還沒有對外披露,總體來說理想希望在明年挑戰豪華品牌第一名。
據悉,車企每年年末都會向供應鏈企業提供下一年的銷量預測數據,以便供應鏈企業安排相應的產能計劃,不過全年產能預測數據往往還會隨著市場環境變化進行多番調整。
根據理想汽車數據顯示,今年首三季集團銷量為24.42萬輛。公司於第三季季績中提及,對於第四季的交付指引為12.5萬輛至12.8萬輛,按年增長169.9%至176.3%。
如以此推算,理想在今年將完成約37萬輛的銷量。而明年要完成80萬輛的銷量目標,則要在今年的基礎上增加約43萬輛,增幅高達1.16倍。事實上,理想10月共交付新車4.04萬輛,按年增長3.02倍,亦是公司月交付量首次突破4萬輛大關。分析預期以理想目前的基數和增速來看,銷量翻倍的目標也並非好高騖遠。
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