智通财经APP获悉，招银国际发布研报称，理想汽车-W(02015)第二季业绩整体符合预期，但第三季指引偏弱，毛利率中枢结构性下移，将目标价由62港元下调至47港元，维持“持有”评级。该行将公司2026年销量预测下修12%至41.4万台，料全年净亏损42.98亿元人民币。2027年销量下修11%至50万台，考虑毛利率基线重置，净利预测下修33.7%至27.53亿元人民币，目标价对应30倍2027年预测市盈率。
智通财经APP获悉，招银国际发布研报称，理想汽车-W(02015)第二季业绩整体符合预期，但第三季指引偏弱，毛利率中枢结构性下移，将目标价由62港元下调至47港元，维持“持有”评级。该行将公司2026年销量预测下修12%至41.4万台，料全年净亏损42.98亿元人民币。2027年销量下修11%至50万台，考虑毛利率基线重置，净利预测下修33.7%至27.53亿元人民币，目标价对应30倍2027年预测市盈率。
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