大行評級|大華繼顯:上調理想汽車目標價至100港元 今年交付量預測上調至50.5萬輛
大華繼顯發表研報指出,理想汽車第三季收入勝預期,主要受到超出預期的交付量及產品均價(ASP)所帶動。展望未來,基於第三季ASP勝預期,該行將2024至2026年ASP預測分別上調5%、2%及2%,今年交付量預測上調1%至50.5萬輛,並將2024至2026年淨利潤預測分別上調25%、29%及29%至59.92億、54.4億及50.74億元,評級升至“持有”,目標價從90港元上調至100港元。
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