金吾财讯 | 理想汽车(02015)股价受挫，截至发稿，跌6.54%，报105.8港元，成交额28.22亿港元。消息面上，理想汽车公布于2024年第四季度，净利润35.33亿元（人民币，下同），同比减少38.59%，每股基本收益1.76元。期内，总收入442.74亿元，同比增长6.09%；毛利为89.7亿元，同比减少8.34%。毛利率为20.3%，同比减少3.2个百分点。车辆销售收入426.43亿元，同比增长5.61%，车辆毛利率19.7%，同比减少3个百分点。花旗表示，理想上季盈利符合预期，惟汽车毛利率略低于预期。集团管理层预计，首季汽车均价将按季下滑。摩根士丹利发表研究报告指，理想管理层在电话会议中表示，透过产品线扩张、销售渠道拓展和海外市场开拓，将售价20万元人民币以上新能源汽车销量增长速度加快至市场的两倍。大摩预期，新车型推出、利润率复苏以及人工智能方面的技术突破都将是今年的热门话题，虽然期望有所降低，在公司未明确指出销量目标的情况下，市场仍在等待新催化剂的出现。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.