招商证券国际降理想汽车(02015.HK)目标价至138港元 业绩符合预期

美港电讯
19 Mar

【招商证券国际降理想汽车(02015.HK)目标价至138港元 业绩符合预期】金十数据3月19日讯,招商证券国际发表报告指,理想汽车(02015.HK)去年第四季业绩符合预期,公司毛利率承压,但费用控制得力,现金强劲。该行预计智驾版更新以及纯电车上市后产品周期走强,智驾大模型进步神速。该行下调2025至2026年净利润预测各19%和16%,反映上半年短期缺乏重磅新品影响,公司2024至2027年净利润(非GAAP)预测CAGR达24.2%。目标价由154港元降至138港元。评级“增持”。

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