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《藍籌業績》理想-W(02015.HK)全年虧轉盈賺117億人幣 勝預期
理想-W(02015.HK)公布截至去年12月底止全年業績,營業額1,238.51億元人民幣(下同),按年升約1.73倍。集團首錄全年純利,按年扭虧賺117.04億元,好過市場預期(本網綜合15間券商預測,淨利潤料介乎60.89億至93.53億元,中位數為81.73億元)。上年同期蝕20.12億元;每股基本盈利11.9元。 按非美國公認會計準則,去年淨利潤120.92億元,按年增加294.3倍。 單計第四季度,淨利潤56.58億元,按年增加21倍,按季增加約1倍。非美國公認會計準則淨利潤44.94億元,按年增加3.69倍,按季增加29.2%。 第四季度汽車總交付量13.18萬輛,按年增長1.85倍。車輛毛利率22.7%,而2022年第四季度為20%,2023年第三季度為21.2%。 公司於2024年1月交付了31,165輛汽車,按年同期增長105.8%。展望今年首季,車輛交付量為10萬至10.3萬輛,意味按年同期增長90.2%至95.9%。收入總額料介乎312.5億至321.9億元,意味按年同期增長66.3%至71.3%。 理想汽車首席財務官李鐵稱,截至去年底,現金儲備已增至1,036.7億元。2024年,健康的盈利能力和資金實力將支持理想汽車深化研發,拓展業務規模。
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