《大行》招商证券：理想-W(02015.HK)L6上市拓宽家用SUV基本盘

阿斯达克财经04-22

招商证券发表报告指，理想-W(02015.HK) 理想L6正式上市，最终定价符合公司此前25万至30万元人民币(下同)指引区间，但上市权益包括直降+选装+充电桩安装高达2万元，力度偏大。理想L6售价对比相近配置理想L7低5.2万元，对比问界M7低3至3.5万元，考虑上市权益，实际性价比显现。此次L6定价策略相比之前MEGA及新L系列更贴合市场需求，对销量拉升效果将更加明显，预计理想L6将吸引更多年轻和小家庭用户，通过扩大目标用户人群拓宽其家用SUV基本盘。维持目标价港股191港元，维持”增持”评级。

招商证券指，L6发布后将降低潜在客户的观望情绪，随着L6产能爬坡，公司后续产销节奏将重新恢复正常。当前市场普遍担忧竞争加剧，该行认为公司保留了因应市场竞争态势推出更具性价比的Air版本L6的可能性。当前24款L7/L8/L9当前终端优惠非常有限，认为公司仍有足够的以价换量空间来维持销售动能。公司2023至2026财年Non-GAAP净利润年均复合增长率料达37%。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2024-04-19 16:25。)

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