《大行》大華繼顯降理想汽車(02015.HK)目標價至70元 維持「沽售」評級
大華繼顯發表報告指,理想汽車(02015.HK)第二季度核心淨利潤爲9.19億元人民幣,按年下降18%,符合該行預期,但較市場預期低44%,主要因利潤率下降。展望未來,公司預計第三季交付量爲9萬至9.5萬輛,按年下降38%至41%,收入爲248億至262億元人民幣,按年下降39%至42%。
該行預計理想汽車將繼續面臨來自日益激烈競爭的挑戰,將2025-2027年的每股盈利預測分別下調9%、14%和18%。維持「沽售」評級。目標價從85港元下調至70港元。
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