智通财经APP获悉，美银证券发布研报称，重申理想汽车-W(02015)“买入”评级，由于考虑到新的自由现金流预测，目标价由121港元上调至125港元。该行称理想汽车毛利率管理良好，且自由现金流强劲。考虑到去年第四季的业绩，将理想汽车2025和2026年销量预测分别下调4%和3%，并降低今明两年毛利率预测。纯利方面，该行下调理想2025和2026年Non-GAAP盈利预测各7%。
美银证券指出，理想汽车上周五(14日)公布去年第四季业绩，并举行分析师简报会。销售额为443亿元人民币，同比升6%，按季升3%。毛利率为20.3%，同比和按季分别下跌3.2个百分点及1.3个百分点，低于该行预测21.6%。末季Non-GAAP纯利录40亿元人民币，同比同期下降10%，符合该行预测。
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