大行評級|高盛:上調理想汽車目標價至137港元 維持“買入”評級
高盛發佈研究報吿指,理想汽車在去年第四季交付了15.9萬輛新能源乘用車,按年增長20%,按季增4%。該行預計公司第四季的總收入為440億元,按年增5%,按季增長2%,其中,汽車收入則按年增4%至420億元;預計總毛利為96億元,毛利率為22%;EBIT按年增15%至35億元,EBIT利潤率為8%。
因為更好的成本管理,該行上調對公司2024年純利預測10%,將H股目標價由131港元升至137港元,維持“買入”評級。
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