民生证券研报指出，赛力斯预计2025H1实现归母净利润为27.0亿元到32.0亿元，同比+66.2%~97.0%；按业绩预告中值计算，2025Q2归母净利润21.9亿元，同比+56.0%，环比+188.9%。2025Q2同环比增长归因于问界M8上市后预售订单在Q2集中交付释放销量。中高端市场韧性较强，M8/M9份额强势形成共振，品牌向上突破。4月28日，公司向港交所递交H股上市申请，港股IPO深入全球化战略，技术创新+产品升级扩容国际高端市场。M8/M9形成共振，超级工厂产能支撑交付放量，机器人业务布局具身智能，港股IPO落地加速全球化战略深入布局，有望构建公司业绩新增长曲线。维持“推荐”评级。
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