理想汽车-W新品周期叠加智驾革命,三重跃迁打开估值空间

湘财证券
Jul 28, 2025

核心要点:新车型销量是决定理想股价的核心驱动因素新车型的发布与成功(如L8/L9接力ONE、L7打破内耗质疑、L6托底基盘)以及销量目标的达成与否是驱动股价波动的核心因素。根据汽车之家数据,2022年L系列接力成功推动年底月销破2万,股价先抑后扬;2023年L7验证产品矩阵策略,月销破5万支撑股价上扬;2024年MEGA开局受挫及L系承压导致股价下跌,但L6的成功上市托底销量并助力股价修复;...

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