研報掘金丨華西證券:賽力斯銷量與盈利有望進一步提升,維持“買入”評級
華西證券研報指出,賽力斯(601127.SH)2024年實現營業收入1451.76億元,同比大幅增長 305.04%;實現歸母淨利潤59.46億元,營收規模實現新突破,盈利實現扭虧為盈。公司2024全年實現新能源銷量42.69萬輛,同比增長182.8%,其中高端旗艦產品問界M9銷量超15萬輛,連續11個月蟬聯中國市場50萬級豪華車月度銷量冠軍(數據截至2025年2月),高端化戰略成果顯著。另外,公司超級工廠技術工藝行業領先,通過一體化壓鑄技術將222個零部件集成為10個,使用協同機器人超3000台,通過先進的工藝與技術實現了協同效率的提升。公司2024年新能源車銷量表現亮眼,新能源高端化戰略帶動下,實現盈利扭虧為盈,未來隨着公司問界M8等全新產品的上市,公司銷量與盈利有望進一步提升。維持“買入”評級。
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