理想汽车Q4营收同比下降35%,Q1营收指引低于预期!盘前股价跌超3%

老虎资讯综合
Mar 12

3月12日,理想汽车2025年Q4营收287.75亿元,同比下滑35%;车辆销售收入为272.52亿元,同比下滑36.1%;经调整净利润为2.74亿元,同比下滑93.2%。

理想汽车第四季度车辆毛利率为16.8%,低于2024年同期的19.7%,但较2025年第三季度的15.5%有所回升。

2025年第四季度,理想汽车总交付量为10.9万辆,同比减少31.2%。

理想汽车预计2026年第一季度车辆交付量为85000至90000辆,同比减少8.5%至3.1%;预计营收为204亿元至216亿元,同比减少21.3%至16.7%。

受财报影响,理想汽车美股盘前跌超3%。

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