$理想汽车(LI)$_老虎社区_美港股上老虎

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":304046630138000,"tweetId":"304046630138000","gmtCreate":1715240205689,"gmtModify":1715253345283,"author":{"id":10000000000010342,"authorId":10000000000010342,"authorIdStr":"10000000000010342","name":"扒拉算盘珠子","avatar":"https://static.tigerbbs.com/594a343e50c3b609568ae5264fcf7693","vip":8,"userType":8,"introduction":"1","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body> <a data-mention-id=\"LI\" class=\"teditor-mention\" data-mention-name=\"理想汽车\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v> 理想汽车在2024年第一季度的总交付量为80400辆，4月份交付量大约为2.6万。总之今年前4个月比较均匀，大约为26000-27000，线性外推全年交付32万，比去年37万还下降了。考虑到L6新车型放量的因素，假如今年后8个月每月交付量能达到3.5万，年度总交付量可达40万辆；如果要达到计划交付的60万量上下，今后每个月要交付大约6万多辆，从目前市场竞争态势看，似乎不太可能做到了。也就是说今年理想大概率交付总量是40-50万之间。如果每辆车的利润能保持在1w左右（全系车型降价了），那么就是40-50亿利润；考虑到成长性，按照30倍估值计算，总市值是1200-1500亿，对应160亿-200亿美元，对应股价为15-20美元；也就是说，按今天的股价看，跌50%都是不过分的。。。</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"LI\" class=\"teditor-mention\" data-mention-name=\"理想汽车\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v> 理想汽车在2024年第一季度的总交付量为80400辆，4月份交付量大约为2.6万。总之今年前4个月比较均匀，大约为26000-27000，线性外推全年交付32万，比去年37万还下降了。考虑到L6新车型放量的因素，假如今年后8个月每月交付量能达到3.5万，年度总交付量可达40万辆；如果要达到计划交付的60万量上下，今后每个月要交付大约6万多辆，从目前市场竞争态势看，似乎不太可能做到了。也就是说今年理想大概率交付总量是40-50万之间。如果每辆车的利润能保持在1w左右（全系车型降价了），那么就是40-50亿利润；考虑到成长性，按照30倍估值计算，总市值是1200-1500亿，对应160亿-200亿美元，对应股价为15-20美元；也就是说，按今天的股价看，跌50%都是不过分的。。。</body></html>","text":"$理想汽车(LI)$ 理想汽车在2024年第一季度的总交付量为80400辆，4月份交付量大约为2.6万。总之今年前4个月比较均匀，大约为26000-27000，线性外推全年交付32万，比去年37万还下降了。 考虑到L6新车型放量的因素，假如今年后8个月每月交付量能达到3.5万，年度总交付量可达40万辆；如果要达到计划交付的60万量上下，今后每个月要交付大约6万多辆，从目前市场竞争态势看，似乎不太可能做到了。 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