《大行報告》大摩:理想(LI.US)L9應會贏得投資者對其提升銷量信心 評級「增持」
摩根士丹利發表報告,認為理想汽車(LI.US)新推出的SUV L9應可贏得投資者對其提升銷量信心,重申對其「增持」評級及目標價41美元。
大摩指出,理想L9定價售價超過 40萬元人民幣的乘用車在中國仍然是一個相對小眾的市場,約佔整體汽車銷量的5%,仍然由寶馬、Mercedes和奧迪等豪華品牌主導。理想汽車創始人的理想L9月度交付指引1萬輛,樂觀指引意味著該公司在8月份開始交付後,可能會迅速佔據10%的市場份額。
大摩認為,由於L9比Mercedes GLS、寶馬X7和奧迪Q8提供更大的價值,認為它可能能夠擴大中國相對欠發達的全尺寸豪華SUV細分市場,類似於理想ONE在過去兩年,在年輕的家庭用戶不斷增長的吸引力。
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