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《大行》麥格理升理想(02015.HK)評級至「中性」 目標價降至57元
麥格理發表報告指，理想汽車-W(02015.HK)今年第一季度的汽車毛利率如預期般僅錄得個位數，但受惠於i6純電動車(BEV)銷量回升，季度交付量保持穩固。該行預計，隨着i6純電動車銷量佔比下降，產品組合開始向高平均售價(ASP)車型(如L9及新L8)傾斜，第二季度的盈利能力有望改善。 報告提到，理想汽車第一季度淨虧損為21億元人民幣，仍優於市場及該行預期。...
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《大行》麥格理升理想(02015.HK)評級至「中性」 目標價降至57元
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麥格理發表報告指，理想汽車-W(02015.HK)  -1.150 (-1.946%)    Short selling $324.42M; Ratio 38.307%   今年第一季度的汽車毛利率如預期般僅錄得個位數，但受惠於i6純電動車(BEV)銷量回升，季度交付量保持穩固。該行預計，隨着i6純電動車銷量佔比下降，產品組合開始向高平均售價(ASP)車型(如L9及新L8)傾斜，第二季度的盈利能力有望改善。

報告提到，理想汽車第一季度淨虧損為21億元人民幣，仍優於市場及該行預期。管理層亦將2026財年銷量目標上調20%，主要由於新款L8計劃於6月下旬推出，隨後亦將在下半年推出新款L7。該行相信，今年第一季度將是理想汽車的業績底部，其近期的基本面有望見底回升。

麥格理將理想汽車的股票評級由「跑輸大市」上調至「中性」，但考慮到對新車型需求可能放緩的擔憂，將2026財年銷量預測下調12%，並將每股淨虧損預測修訂為0.32元人民幣(原先預測為每股盈利0.63元人民幣)。該行相應將其H股目標價由59港元下調3%至57港元。因外匯因素影響，理想(LI.US)      美股目標價維持15美元不變。(da/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-06-03 16:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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