理想汽车今日盘中大跌5.1%,引起市场广泛关注。
造成这一跌幅的主要原因,是理想汽车近期销量连续两个月下滑。数据显示,2025年1月理想汽车的销量环比暴跌近50%,2月份则继续环比下滑超12%,仅售出约2.6万辆新车。多家投行预计,理想汽车今年第一季度的销量可能同比下滑,由于供给链问题和市场竞争加剧等因素,理想在新能源车市场的份额和利润率可能出现下滑。
与此同时,随着理想汽车推出新车型,加上今年建厂和资本开支的投入增加,公司未来的资金压力或将加大,也可能对业绩和股价形成压力。但投资者也期待理想汽车未来可以通过新车型和技术创新止住销量下滑,提升利润水平。
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