《大行報告》中信証券:理想-W(02015.HK)推出首款純電旗艦MEGA 3月目標恢復5萬輛月銷
中信証券發表報告指,理想-W(02015.HK)(LI.US)2月銷量2.02萬輛,按月跌35%。主要受行業需求波動、春節假期、消費者觀望改款等因素影響銷量。
公司於3月1日正式推出首款純電旗艦MEGA和2024款理想L系列,3月目標銷量恢復至每月5萬輛的交付水平。同時配合加速佈局超充補能網絡和智能駕駛技術,並計劃於2024年第二季度將城市自動輔助導航駕駛推向中國全國等因素,均令中信証券持續看好理想汽車的月銷量及市佔率的提升,亦維持對公司2024年70萬輛,及2025年120萬輛的銷量預測。
另外,理想汽車計劃在2024年底將零售中心由現時約470間增加至800間,實現全覆蓋三線城市銷售網絡,及四線城市逾70%的覆蓋率。中信証券看好公司持續拓展銷售網絡,為銷量增長提供支撐。因此維持理想汽車在美股及港股的「買入」評級。
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