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《大行報告》德銀:理想汽車(LI.US)上季業績穩健 今季銷量展望強勁
德銀發表研究報告指,理想汽車(02015.HK)(LI.US)去年第四季業績表現穩健,期內交付量達46,319輛,收入達到176.5億元人民幣,略遜該行預期的180億元人民幣,整體毛利率達20.2%,亦較該行預測低0.9個百分點,主要由於新車型成本高過預期。 理想汽車首季交付指引為5.2萬至5.5萬輛,高於德銀預測,換言之未來數月將持續增長。同時管理層預期展望未來,該公司認為,一旦更便宜的L7及L8 Air車型達到穩定銷量水平後,5月份交付量可提升到2.5萬至3萬輛。德銀預期,若公司下半年可保持相若需求水平,則盈利預測有上行空間。 公司保守估計毛利率可超過20%,該行預期可超過22%,而進一步增長要取決於電池價格,對理想汽車維持「持有」評級,美股目標價為28美元。
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