《大行》招商证券国际:理想(02015.HK)基本面喜忧参半 维持“中性”评级

阿斯达克财经
9 hours ago

招商证券国际发表研报指出,理想汽车(02015.HK) 去年第四季度业绩逊预期,产品结构下行及行业竞争拖累ASP及利润率;而公司正面因素为全年销量目标维持增长,指引今年销量按年增长逾20%,技术路线持续升级并布局具身智能。但负面因素则有产品线换代,销量与盈利短期承压;成本端如电池与储存等核心零部件价格上涨对单车成本形成压力。该行下调理想汽车Non-GAAP净利润预测82%、20%,因考虑一季度是...

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