智通财经APP获悉,理想汽车-W(02015)盘中跌超4%,截至发稿,跌3.8%,报101.2港元,成交额6.96亿港元。
消息面上,联交所资料显示,美团首席执行官兼理想汽车非执行董事王兴上周二至上周五(3月18日至21日)连续四个交易日,分别按每股平均价110.9737港元、109.1931港元、107.1994港元及102.1508港元,减持公司150万股、150万股、200万股及150万股,套现6.98亿港元,持股量由21.3%降至20.94%。
交银国际近期研报指出,理想汽车4季度汽车毛利率低于预期,利息收入贡献下净利润符合预期。该行认为,从销量、毛利和费用维度来看,今年理想的挑战较大。销量端,该行认为理想的增程L系列逐渐从增量走向存量的竞争,2025年市场将有更多增程竞品推出,其中问界新车M8将在4月上市,主要对标L7和L8,同时下半年小鹏会发布增程车型,可能对理想50万辆的增程基本盘形成冲击。
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