高盛发表研究报告,理想汽车(02015.HK) 第二季业绩及第三季指引大致符合该行预测,但低于市场预期,第三季度销量指引意味着按季持平,公司季度销量自去年首季起一直维持约10万辆水平。管理层解释今年是产品过渡年,叠加市场竞争加剧的影响,预告明年起将针对每个10万元人民币价格区间推出特定产品。管理层将长期毛利率指引由以往的20%以上下调至15%至20%,主要归因于成本压力。该行预期理想汽车2026年...
Source Link高盛发表研究报告,理想汽车(02015.HK) 第二季业绩及第三季指引大致符合该行预测,但低于市场预期,第三季度销量指引意味着按季持平,公司季度销量自去年首季起一直维持约10万辆水平。管理层解释今年是产品过渡年,叠加市场竞争加剧的影响,预告明年起将针对每个10万元人民币价格区间推出特定产品。管理层将长期毛利率指引由以往的20%以上下调至15%至20%,主要归因于成本压力。该行预期理想汽车2026年...
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