2025H2 销量势能有望反转，需跟踪销量持续性、控费提效进展考虑到L90、ES8 上市超预期，我们将2025-2026 年收入预测由876/934 亿元上调至888/1180 亿元，并新增2027 年预测1536 亿元，对应同比增速35%/33%/30%。考虑到造车主业利润改善、控费进程超此前预期，我们将2025-2026 年Non-GAAP净利润由-158/-145 亿元上调至-157/-89...
Source Link2025H2 销量势能有望反转，需跟踪销量持续性、控费提效进展考虑到L90、ES8 上市超预期，我们将2025-2026 年收入预测由876/934 亿元上调至888/1180 亿元，并新增2027 年预测1536 亿元，对应同比增速35%/33%/30%。考虑到造车主业利润改善、控费进程超此前预期，我们将2025-2026 年Non-GAAP净利润由-158/-145 亿元上调至-157/-89...
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