理想汽车(LI.US)盘前续涨超3.6%,报26.96美元。消息面上,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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