晨星:竞争激烈或令理想汽车销量承压

格隆汇
Sep 02, 2025

格隆汇9月2日|晨星分析师Vincent Sun报告称,由于汽车行业竞争激烈,理想汽车的整体销量可能会面临一些压力。他表示,该公司第二季度净利润未达到晨星的预期。鉴于第三季度销量指引疲软,晨星预计该公司的盈利将继续承压。纯电动车型的贡献仍然较低。理想汽车交付量的快速增长能否恢复,在很大程度上取决于其下半年纯电动汽车的增产情况。晨星将其对理想汽车2025年的汽车销量预测下调了14%,以计入年初至今的...

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