异动解读 | 政策利好+新车上市预期,理想汽车盘中大涨5.04%

异动解读
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9月15日盘中,理想汽车-W(02015.HK)股价出现大幅上涨,涨幅达5.04%。该股价走势强劲,引发市场关注。

消息面上,工业和信息化部等八部门近日联合印发《汽车行业稳增长工作方案(2025-2026年)》,提出多项支持汽车行业发展的措施。方案明确了2025年汽车销量目标为3230万辆左右,其中新能源汽车销量1550万辆左右,同比增长约20%。这一政策利好为整个汽车行业,特别是新能源汽车板块注入了强劲动力。

与此同时,理想汽车积极响应工信部号召,公开承诺将一如既往履行60天以内支付账期的承诺,严格执行货物及时验收、对账结算等标准,以确保合作伙伴的稳健发展。这一举措展现了公司良好的供应链管理和企业责任感,有望进一步增强投资者信心。

此外,市场预期理想汽车将于9月推出新车型理想i6。作为理想i系列的首款20万级纯电SUV,该车型的上市可能会为公司带来新的增长点,进一步提升市场份额。在多重利好因素的推动下,理想汽车股价应声上涨,带动整个汽车板块走强。

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