智通财经APP获悉，中信证券发布研报称，维持理想汽车-W(02015)“买入”评级，看好公司的投资价值，基于公司25X Non-GAAP PE，维持港股目标价151港元/股。公司2024年四季度销量15.87万辆，营收443亿元，毛利率19.7%，Non-GAAP净利润40亿元。公司指引25Q1销量8.8-9.3万辆。公司计划于2025年5月推出已有车型的升级版，采用新款芯片升级智驾能力;并计划于7月和下半年分别推出纯电SUV i8和i6。
除此之外，公司持续推进超充站建设，计划2025年底建成4000座超充站;公司智驾能力持续提升，3月已推送1000万clips模型，7月将推出VLA模型。该行看好公司在充电网络和智驾能力加持下的销量提升，该行预计公司2025年销量65万辆，营收1915亿元，毛利率20.1%，Non-GAAP净利润125亿元。
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