港股异动 | 理想汽车-W(02015)跌超3% 9月销量同比下降36.8% 机构料其销量及产品定价存在压力

智通财经
Oct 03, 2025

智通财经APP获悉,理想汽车-W(02015)跌超3%,截至发稿,跌3.48%,报98.45港元,成交额4.71亿港元。

消息面上,10月1日,理想汽车公布9月交付数据。理想汽车9月完成交付33951辆,同比下降36.8%,连续4个月出现同比下降。汇丰研究发布报告称,理想汽车上月底发布新中大型五座纯电动SUV理想i6,推出后表现强劲,预料可推动公司第四季销量大幅反弹。汇丰研究维持理想汽车的“买入”评级,但考虑到EREV组合的销量及定价存在压力,将2025至2027年销量预测下调22%至31%,相应地将盈利预测下调55%、42%及31%,港股目标价由142港元下调至118港元,美股目标价从36.5美元下调至30.3美元。

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