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大行評級丨星展:上調理想汽車H股目標價至136港元 銷售反彈應對股價產生積極影響
格隆匯 06-04 11:08

星展發表研究報吿指,理想汽車作為增程序電動車市場的主要參與者,在平均售價逾20萬元的細分市場中擁有約15%的市場份額,正進入純電動車市場的新增長階段。理想汽車將於今年下半年推出Li i8和i6系列以擴展其車型組合。該行預計上述新純電動車定價在20萬至30萬元之間,旨在吸引目前由外國品牌主導的豪華汽油入門車型用户。

該行表示,結合更新的理想L系列、新款MEGA HOME車型以及計劃推出的純電動車型,強大的產品線應能提升公司的出貨前景。該行預測理想2024至2026財年間銷量每年增長22%,得益於更好的產品組合和規模效應,核心純利應實現超過20%的年均增長。該行認為,理想汽車銷售反彈應對股價表現產生積極影響,特別是隨着新車型銷售加速,將H股目標價由129港元上調至136港元,美股目標價由原先33美元升至35美元,維持“買入”評級。

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