理想汽车-W:纯电新品开启释放周期 AI+布局开启成长新篇章

方正证券
Jul 14, 2025

为消费者打造的人-车生态中高端新能源品牌,稳健业绩彰显成长动能。理想汽车通过战略持续迭代与产品矩阵扩张,实现业绩跨越式发展。2020-2024 年营收从94.57 亿元增长至1444.60 亿元,四年CAGR 达97.7%,2023年实现归母净利润117.04 亿元,成功扭亏彰显盈利质变。2024 年,公司销量突破50 万辆,L 系列车型接力成为销量担当,L6 上市后 2024 年Q4 销量达...

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