金吾财讯 | 理想汽车(LI)盘前涨超4%，截至发稿，报27.11美元。消息面上，理想汽车整车电动产品负责人唐伯伯--唐华寅昨日在微博回复网友时确认，理想纯电SUV“今年肯定会发”。理想汽车创始人兼CEO李想曾透露，理想品牌将在2025年上半年发布全新的纯电SUV车型，以服务更多的家庭用户。根据理想汽车的产品规划，到2025年，理想汽车将推出包括5款增程车型、1款超级旗舰(MEGA)和5款纯电车型。
天风证券发表研报指，理想汽车的智能化或将定义新豪华。伴随著龙头车企开启端到端上车和车位到车位的推送，以及L3的潜在落地，智驾的拟人性实现了跨越式的发展，伴随著智能化在购车决策中影响占比提升，自主可望迎来1-10的国产替代加速阶段。该行续指，增程L系列持续打造产业热门车型，新车L6下探价格有望持续带动销售增长；纯电系列依靠补能网路的持续完善或将复刻增程系列的市场佳绩，带来第二增长曲线。考虑到公司在智能化的领先表现以及纯电新产品序列带来新一轮成长周期，该行维持对理想汽车的“买入”评级。
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