智通财经APP获悉,理想汽车-W(02015)涨超4%,截至发稿,涨4.09%,报107港元,成交额11.13亿港元。
消息面上,据21财经报道,从多位信源处获悉,理想汽车公司最高决策层——战略委员会评审通过了“智能汽车战略闭环管理方案”,评审结果是由总裁马东辉担任智能汽车战略负责人,负责和智能汽车业务相关的战略目标规划和执行落地。而创始人李想则将更多精力转向AI领域。
天风证券近期研报指出,公司产品定位家庭用车,增程L 系列持续打造行业热门车型,新车L6下探价格带有望持续带动销量增长;纯电系列依靠补能网络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,给与2025 年1.5X的ps,对应目标市值3000亿,对应目标股价141.5港元。
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