理想二季度销量不及预期,主要差在哪里?

电车黑板报
Jul 09, 2025

理想汽车第二季度交付新车11.1万辆,略高于公司6月底下调后的交付预期,但较5月底提供的交付指引仍少了1.2~1.7万辆。根据理想发布的月度交付数据,6月同比、环比双双下滑成为二季度销量不及预期的直接影响因素。该月交付新车3.6万辆,同比、环比分别下滑24.1%、11.2%。如果按照理想最初的交付指引计算,6月交付量将介于4.8~5.3万辆,并很可能重回月销5万辆的水平。这也符合公司管理层在Q1...

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