智通财经APP获悉,理想汽车-W(02015)跌近4%,截至发稿,跌3.82%,报90.6港元,成交额6.08亿港元。
消息面上,理想汽车1月交付新车29927辆,同比下降3.97%,环比下降48.85%,成为新势力中唯一一家同环比双降的企业,且其长达24个月的单月交付冠军纪录被小鹏汽车打破。据悉,2022年12月,理想汽车以21233辆的交付量获当月第一,其后曾连续24月蝉联第一。摩根大通认为,理想股价将横行,直至对可能在第三季推出新电动车有更清晰能见度。
值得注意的是,春节假期后第一天,车企开打价格战。2月5日,特斯拉推出Model 3史上最大力度的优惠组合方案:“限时保险补贴8000元+5年0息政策+特享充电权益”。同日,小鹏汽车推出业内唯一的“五年0利息0首付”购车优惠措施,最高贴息金额达5.7万元,覆盖小鹏X9、小鹏G9、小鹏P7i以及小鹏G6等车型。
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