研報掘金|招商證券:維持理想汽車“增持”評級 L6如期爆發及智駕升級提升品牌力及產品結構
招商證券發表報吿指,理想L6如期爆發,推動6月銷量大幅提升,渠道及補能網絡擴張速度創新高。另外,公司開放全國無圖NOA躋身智駕第一梯隊,智駕升級有利提升品牌力並改善產品結構。報吿指,理想汽車6月交付新車4.8萬輛,按年和按月分別升46.7%和36.4%,第二季共交付10.9萬輛,接近10.5萬至11萬輛指引上限。1至6月累計交付18.9萬輛,按年升35.8%。6月理想L6交付突破2萬輛,上市後累計交付超4萬輛。在L6推動下,公司斬獲6月20萬元以上中國新能源汽車品牌銷冠。該行指,公司估值吸引,維持“增持”評級,H股目標價123港元,美股目標價32美元。
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