【高盛升理想汽车目标价至137港元 评级买入】金十数据2月24日讯，高盛的研究报告指，理想汽车(02015.HK)在去年第四季交付了15.9万辆新能源乘用车，按年增长20%，按季增4%。不过由于缺乏新车型，公司在内地新能源车零售市场的市占率从2024年第三季的5%下降至4.1%。该行料公司第四季的总收入为440亿元人民币，按年增5%，按季增长2%，其中，汽车收入则按年增4%至420亿元人民币；平均售价会按年跌13%至26.6万元人民币。同时料期内总毛利预计为96亿元人民币，按年下降2%；毛利率为22%，按年降1.5个百分点。该行因为更好的成本管理而上调对公司2024年纯利预测10%，因为较低的销售交付量而下调今明两年的纯利预测4%至6%。该行将公司H股目标价由131港元升至137港元，维持评级买入。
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