理想比亚迪，7年对标苹果特斯拉？

2023-08-27

今天我就用『丹尼盖浇饭市值模型』来分析一下理想最新财报：理想和当年恒大汽车的市值有啥区别？理想是否有机会超越比亚迪，成为中国车企市值第一，像李想所说2030年对标苹果特斯拉？

理想汽车公布2023年第二季度财报，营收、交付量双双破纪录。Q2实现营收286.5亿元，同比增长228.1%；季度交付量86,533辆，同比增长201.6%。经营利润达16.3亿元，净利润为23.1亿元。第二季度毛利率稳态增长，达到21.8%。自由现金流为96.2亿元，公司现金储备737.7亿元。在销量稳坐新势力龙头和财报屡破记录之下，你会继续上车吗？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

阿寻
2023-08-27
阿寻
一个假新能源车，能走的如此平稳还是不容易
迪士尼迪斯尼
2023-08-27
迪士尼迪斯尼
我还是更看好蔚来一点，比理想有核心竞争力
河东荷西
2023-08-27
河东荷西
自由现金流好像必须要公布一下吧？
小时候可帅了00
2023-08-27
小时候可帅了00
理想应该还没有实现完全的盈利吧？
黄老怪
2023-08-27
黄老怪
理想的车子我不喜欢，股票我也不喜欢
丹尼尔加
2023-08-27
丹尼尔加
买股票，短期投机值，长期是称重值

发表看法

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