季度业绩前瞻 | 理想汽车-W:销量承压,研发增加,预测Q3营收255.48~258.93亿元,同比-40.4%~-39.6%

朝阳永续
Sep 05, 2025

2.理想汽车-W最新卖方观点国盛证券认为:理想汽车-W近期业绩承压,Q2销量和收入有所增长,但毛利率略有下降。公司预计Q3交付量和收入同比减少,毛利率维持在19%。新车型i8已发布并计划9月底前完成8000-10000台交付,同时9月将发布纯电SUV_i6,目标月销量9000-10000台。MPV车型理想MEGA月销量突破3000台,成为中国豪华MPV销量冠军。VLA技术将于9月10日全量推送,...

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