智通财经APP获悉，高盛发布研报称，维持理想汽车-W(02015)“买入”评级，目标价由131港元升至137港元。理想汽车去年第四季交付15.9万辆新能源乘用车，同比增长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%。该行基于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%。
该行料公司第四季的总收入为440亿元人民币，同比增5%，按季增长2%，其中，汽车收入则同比增4%至420亿元人民币;平均售价会同比跌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，同比下降2%;毛利率为22%，同比降1.5个百分点。至于汽车毛利方面，预计为90亿元人民币，同比下降2%;汽车毛利率为21.3%，同比跌1.4个百分点。另外，EBIT同比增15%至35亿元人民币;EBIT利润率为8%，非通用会计准则纯利同比跌11%至40亿元人民币，净利润率为9.1%，同比降1.6个百分点。
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