智通财经APP获悉,大华继显发布研报称,维持理想汽车-W(02015)“买入”评级,目标价由156港元上调至160港元。该行称理想汽车2024财年第四季盈利超出预期,主要得益于其平均售价及利润率向上。展望未来,理想的销售增长将由产品升级、新车型推出、海外市场扩张所推动。
另外,大华继显将理想2025至2026年净利润预测由82.5亿及91.2亿元人民币(下同),分别上调至90.6亿及115.7亿元,并提出2027财年净利润预测为149.5亿元。该行亦认为,自2024财年第二季度以来,理想的销售及盈利已触底反弹,主要由于连续三个季度的按季回升、新高辅助驾驶系统(ADAS)功能推出、2025年新产品周期的启动,以及海外扩张。
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