智通财经APP获悉，理想汽车-W(02015)午后涨近5%，截至发稿，涨3.66%，报107.5港元，成交额8.47亿港元。
消息面上，6月理想销量36,279辆，同比下滑24.1%，环比下滑11.2%，二季度累计销量11.1万辆，同比增长2.3%，环比增长19.6%，略高于此前调整后交付指引的10.8万辆，上半年累计销量20.4万辆，同比增长7.9%。此外，理想汽车首款纯电SUVi8，定位6座纯电大车，预计7月上市。
国投证券认为，理想汽车6月交付量同环比下滑，主要受到组织架构调整与销售团队全面升级影响。该机构认为，此次整合将进一步消除部门墙，保障决策的一致性以及研发-供应-销售-交付链条的稳定，有望带动销量回升、同时也为纯电新品的上市做好更充足准备；另外，MEGA产能持续爬坡、交付加速：根据周度零售数据，6月第3、4周MEGA周度零售销量已超过600台，随着产能持续爬坡、7月交付量有望达到2500-3000台。
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