大和发表研究报告，因应理想汽车(02015.HK) (LI.US) 延迟推出纯电动车(BEV)产品，将其2025至2026年收入预测下调12%至18%，同时由于大众车型销售占比提升，亦将今明两年毛利率预测下调0.1至0.4个百分点。
惟大和表示，近日与管理层沟通后已重新审视估值模型，认为虽然该公司短期内要面对利润率压力，但仍看好理想在车型升级和海外扩张方面的长期增长。理想汽车计划在今年7月至8月推出新款纯电动SUV i8，年底或推出i6，两款新车型价格介乎20万至40万元人民币。管理层预计销量提升需时，大和预期今年全年销量将逐步回升，重申“跑赢大市”评级，美股目标价从23.4美元升至32.5美元。(gc/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-13 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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