《大行報告》大和料理想-W(02015.HK)短期銷售及毛利率受壓 華為所支持汽車品牌新車帶來直接競爭
大和發表研究報告指,早前華為宣布將於11月推出與奇瑞汽車共同研發的首款華為智選轎車「智界S7」。華為亦將在12月推出SUV AITO M9。另外,新款SUV AITO M7自9月12日上市以來,每日平均訂單超過1,500輛,截至9月25日累計訂單超過2萬輛。與華為M系列SUV直接競爭,理想-W(02015.HK)目前擁有3款L系列增程式SUV,預計將於今年12月推出首款MPV MEGA,並於明年2月起交付。
該行考慮到理想與華為之間的直接競爭、AITO M7強勁的每日訂單量及即將推出的AITO M9或會在短期內對理想汽車的銷售和毛利率造成壓力,建議投資者在未來幾個月留意MEGA更詳細的資料。
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