理想Q1交付量预增,营收指引疲软令ASP和汽车毛利率承压

Ofweek维科网
17 Mar

在“蔚小理”中率先交出2024年Q4及全年财报的理想汽车,业绩表现好坏参半。好的一面是,公司营收连续两年超1000亿元大关,季度营收续创历史新高,季度研发等费用控制也好于市场预期。不太乐观的是,季度净利润同比下滑近四成,单车平均售价(ASP)和汽车毛利率出现同比、环比双双下滑,并有持续下滑的可能。根据财报给出的交付指引,2025年Q1交付量将保持9.5%~15.7%的同比增速,达到8.8万~9.3...

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