美股異動|理想汽車盤前漲超5% 機構指今年強勢新車週期將打開銷量空間
理想汽車(LI.US)盤前漲超5%,報20.8美元。消息面上,理想汽車3月交付新車36,674輛,同比增長26.5%。第一季度共計交付92,864輛,同比增長15.5%。
長江證券發研報指,目前理想已形成“4款增程電動車型+1款高壓純電車型”的產品佈局,產品矩陣覆蓋20萬以上的市場,展望2025年,強勢新車週期開啓將打開公司銷量空間。該行指,行業智駕滲透率提速,理想智駕持續迭代領先有望最大受益,後續新車型陸續上市將進一步完善理想產品矩陣,提升理想整體銷量空間,高單車售價疊加規模效應有望保持較好盈利水平。(格隆匯)
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