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拨开云雾探索其中

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拨开云雾探索其中

08-25 06:50

这篇文章不错，转发给大家看看

财报前瞻丨理想汽车Q2能打赢“逆风局”？产品力+AI+出海或是答案

拨开云雾探索其中

07-03

拨开云雾探索其中

04-15

从昆明崛起的中国风 2017年11月17日，霸王茶姬首店落地云南昆明五一路，以“原叶鲜奶茶”为核心产品，以“现泡原茶+新鲜牛乳”为健康理念。强调“新中式茶饮”定位，客单价20-25元，明显高于蜜雪冰城（6.47元），但却又低于喜茶（30-35元），很显然是为了精准卡位中端市场。品牌名灵感源自中国史诗《霸王别姬》，据说还结合了茶马古道精神，店铺装修以戏曲脸谱为品牌标志，门店设计融入篆刻、木质元素等传统元素，具有明显的国风调味从昆明街头的小店到即将在纳斯达克敲钟，霸王茶姬的八年征途是中国新茶饮行业高速发展的一个缩影。对于整个新式茶饮行业而言，这场轮番上演的上市潮既是机遇也是挑战。新茶饮的下一站，会不会诞生“东方星巴克”？或许很快就会有答案。建议申购！

拨开云雾探索其中

07-03

老虎，真棒啊

拨开云雾探索其中

05-24

$英伟达(NVDA)$

拨开云雾探索其中

05-01

@胖虎福利一起来做游戏

拨开云雾探索其中

04-29

$霸王茶姬(CHA)$

拨开云雾探索其中

04-29

[冠军面对面） @AaronHy 请问目前你对新能源车目前竞争怎么看，理想汽车的估值感觉市场给它的有点低，理想纯电如果成功，市场会不会重新给它订估值？谢谢

@小虎交易笔记:【冠军面对面】｜超级披露实盘赛3月份冠军 @AaronHy ：美联储不降息，交易还怎么玩？

拨开云雾探索其中

04-28

😄

拨开云雾探索其中

04-21

长期来看，感觉霸王茶姬的胜率会更大一些。

拨开云雾探索其中

04-17

$霸王茶姬(CHA)$ 看好霸王茶姬，有望复制蜜雪冰城的走势，增速比蜜雪冰城高，看好霸王茶姬上涨一倍的潜力！

拨开云雾探索其中

04-16

预计当天收盘价56.6,看当天交易涨幅来做决定，如果符合预期就卖出，不符合心里预期就多拿一会.

拨开云雾探索其中

04-16

美股长期上涨很可能会停止转而下跌，特不靠谱一系列不靠谱操作，让美股雪上加霜，更大大增加了美股不确定性，短期来看，美股下跌概率越来越大

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src=\"https://static.tigerbbs.com/bc8cfb320a7fc5cd3d69fba6d8a5035c\" title=\"理想汽车月销量 来源：理想官网、国金证券研究所\" tg-width=\"934\" tg-height=\"566\"/><span>理想汽车月销量 来源：理想官网、国金证券研究所</span></p><p>而根据彭博社的数据，目前分析师普遍预期理想汽车二季度销售额325.28亿元，调整后每股收益1.74元，汽车销量123362辆。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8d02ca4bd59807fb9388e091962ce30\" title=\"\" tg-width=\"534\" tg-height=\"236\"/></p><p><strong>主要看点</strong></p><p>新的渠道和用户运营策略</p><p>当销量面临压力的时候，理想汽车需要进一步深挖家庭用户的核心需求，以维持产品竞争力，同时加大营销投入，通过更精准的渠道投放和用户运营策略扩大基盘用户规模，尤其是在三四线城市加速渠道下沉，以抵消一二线市场增长放缓的影响。</p><p>这一路径的优势在于能够延续理想的盈利模式——增程车型的毛利率相对较高，销量的提升将直接摊薄研发和制造成本，有助于维持理想的现金流健康，符合当前资本市场对&#34;盈利优先&#34;的估值逻辑。</p><p>AI概念落地</p><p>李想不止一次提到理想汽车是一家AI企业，提出包括理想同学Agent、VLA司机大模型、AD Max 高阶智驾等一系列技术概念，打造科技属性以提升估值。目前，资本市场趋于务实，AI概念需直接转化为产品溢价或市占率。理想需要证明其AI技术能切实降低智驾成本、或通过数据闭环形成迭代优势。</p><p>海外市场的开拓</p><p>目前公司已明确中长期海外销量占比目标约30%，优先布局亚洲与欧洲市场。前期工作以服务体系与数据合规为核心，品牌推广与渠道铺设的基础需要打牢。需关注财报中对海外市场拓展情况的介绍。</p><p><strong>机构观点</strong></p><p>摩根大通：重申对理想汽车的“增持”评级，港股目标价135港元。</p><p>中金公司：维持理想汽车“跑赢行业”评级。看好公司纯电及AI战略，港股目标价155港元，美股目标价40美元。</p><p>交银国际：维持对理想汽车的“中性”评级，港股目标价103.7港元。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>财报前瞻丨理想汽车Q2能打赢“逆风局”？产品力+AI+出海或是答案</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n财报前瞻丨理想汽车Q2能打赢“逆风局”？产品力+AI+出海或是答案\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2025-08-21 11:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>摘要： <a href=\"https://laohu8.com/S/LI\">理想汽车</a> 将于8月28日美股盘前发布2025年二季度财报。理想短期内遭遇销量下滑及舆论风波的考验，但产品力基础仍在，纯电和AI战略也值得期待，市场尤其希望看到在激励竞争的环境下利润率方面能给出积极信号。</em></p><p></p><p><img src=\"https://static.tigerbbs.com/fecf101cfb4017ae81de31c76bb150af\" alt=\"\"/><strong>一季度业绩回顾</strong></p><p><a href=\"https://laohu8.com/S/02015\">理想汽车-W</a> 一季度营业收入为259亿元，同比增长1.1%；净利润为6.47亿元，同比增长9.4%，但环比跌幅分别为41.4%和81.7%。</p><p>一季度汽车销售额为人民币247亿元（约合34亿美元），较2024年第一季度的人民币243亿元增长1.8%，环比下降42.1%。</p><p></p><p><img src=\"https://static.tigerbbs.com/cc951d695528d880978bf57e37854a67\" alt=\"\"/><strong>二季度展望</strong></p><p>理想汽车在一季报中给出的二季度收入指引为325亿-338亿元，同比增长2.5%-6.7%；对二季度汽车交付量的更新预期为10.8万辆，而此前的预期为12.3万至12.8万辆。公司称调整反映了为支持长期增长而进行的销售体系升级带来的暂时影响。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc8cfb320a7fc5cd3d69fba6d8a5035c\" title=\"理想汽车月销量 来源：理想官网、国金证券研究所\" tg-width=\"934\" tg-height=\"566\"/><span>理想汽车月销量 来源：理想官网、国金证券研究所</span></p><p>而根据彭博社的数据，目前分析师普遍预期理想汽车二季度销售额325.28亿元，调整后每股收益1.74元，汽车销量123362辆。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8d02ca4bd59807fb9388e091962ce30\" title=\"\" tg-width=\"534\" tg-height=\"236\"/></p><p><strong>主要看点</strong></p><p>新的渠道和用户运营策略</p><p>当销量面临压力的时候，理想汽车需要进一步深挖家庭用户的核心需求，以维持产品竞争力，同时加大营销投入，通过更精准的渠道投放和用户运营策略扩大基盘用户规模，尤其是在三四线城市加速渠道下沉，以抵消一二线市场增长放缓的影响。</p><p>这一路径的优势在于能够延续理想的盈利模式——增程车型的毛利率相对较高，销量的提升将直接摊薄研发和制造成本，有助于维持理想的现金流健康，符合当前资本市场对&#34;盈利优先&#34;的估值逻辑。</p><p>AI概念落地</p><p>李想不止一次提到理想汽车是一家AI企业，提出包括理想同学Agent、VLA司机大模型、AD Max 高阶智驾等一系列技术概念，打造科技属性以提升估值。目前，资本市场趋于务实，AI概念需直接转化为产品溢价或市占率。理想需要证明其AI技术能切实降低智驾成本、或通过数据闭环形成迭代优势。</p><p>海外市场的开拓</p><p>目前公司已明确中长期海外销量占比目标约30%，优先布局亚洲与欧洲市场。前期工作以服务体系与数据合规为核心，品牌推广与渠道铺设的基础需要打牢。需关注财报中对海外市场拓展情况的介绍。</p><p><strong>机构观点</strong></p><p>摩根大通：重申对理想汽车的“增持”评级，港股目标价135港元。</p><p>中金公司：维持理想汽车“跑赢行业”评级。看好公司纯电及AI战略，港股目标价155港元，美股目标价40美元。</p><p>交银国际：维持对理想汽车的“中性”评级，港股目标价103.7港元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/31ede661544bce43de5131764faed6c5","relate_stocks":{"02015":"理想汽车-W","LI":"理想汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159934696","content_text":"摘要： 理想汽车 将于8月28日美股盘前发布2025年二季度财报。理想短期内遭遇销量下滑及舆论风波的考验，但产品力基础仍在，纯电和AI战略也值得期待，市场尤其希望看到在激励竞争的环境下利润率方面能给出积极信号。一季度业绩回顾理想汽车-W 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看好霸王茶姬，有望复制蜜雪冰城的走势，增速比蜜雪冰城高，看好霸王茶姬上涨一倍的潜力！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425252312777456","isVote":1,"tweetType":1,"viewCount":4041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425138468225776,"gmtCreate":1744803326160,"gmtModify":1744808423403,"author":{"id":"3574484090419159","authorId":"3574484090419159","name":"拨开云雾探索其中","avatar":"https://static.tigerbbs.com/7a6d4bf706fdc31d55ef4145c4574bc1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484090419159","authorIdStr":"3574484090419159"},"themes":[],"htmlText":"预计当天收盘价56.6,看当天交易涨幅来做决定，如果符合预期就卖出，不符合心里预期就多拿一会.","listText":"预计当天收盘价56.6,看当天交易涨幅来做决定，如果符合预期就卖出，不符合心里预期就多拿一会.","text":"预计当天收盘价56.6,看当天交易涨幅来做决定，如果符合预期就卖出，不符合心里预期就多拿一会.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425138468225776","isVote":1,"tweetType":1,"viewCount":3273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425137216901136,"gmtCreate":1744803032690,"gmtModify":1744808424025,"author":{"id":"3574484090419159","authorId":"3574484090419159","name":"拨开云雾探索其中","avatar":"https://static.tigerbbs.com/7a6d4bf706fdc31d55ef4145c4574bc1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484090419159","authorIdStr":"3574484090419159"},"themes":[],"htmlText":"美股长期上涨很可能会停止转而下跌，特不靠谱一系列不靠谱操作，让美股雪上加霜，更大大增加了美股不确定性，短期来看，美股下跌概率越来越大","listText":"美股长期上涨很可能会停止转而下跌，特不靠谱一系列不靠谱操作，让美股雪上加霜，更大大增加了美股不确定性，短期来看，美股下跌概率越来越大","text":"美股长期上涨很可能会停止转而下跌，特不靠谱一系列不靠谱操作，让美股雪上加霜，更大大增加了美股不确定性，短期来看，美股下跌概率越来越大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425137216901136","isVote":1,"tweetType":1,"viewCount":4434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424674466394488,"gmtCreate":1744713060904,"gmtModify":1744782300294,"author":{"id":"3574484090419159","authorId":"3574484090419159","name":"拨开云雾探索其中","avatar":"https://static.tigerbbs.com/7a6d4bf706fdc31d55ef4145c4574bc1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484090419159","authorIdStr":"3574484090419159"},"themes":[],"htmlText":"&nbsp; &nbsp; &nbsp; &nbsp; 从昆明崛起的中国风 &nbsp; &nbsp; 2017年11月17日，霸王茶姬首店落地云南昆明五一路，以“原叶鲜奶茶”为核心产品，以“现泡原茶+新鲜牛乳”为健康理念。强调“新中式茶饮”定位，客单价20-25元，明显高于蜜雪冰城（6.47元），但却又低于喜茶（30-35元），很显然是为了精准卡位中端市场。 品牌名灵感源自中国史诗《霸王别姬》，据说还结合了茶马古道精神，店铺装修以戏曲脸谱为品牌标志，门店设计融入篆刻、木质元素等传统元素，具有明显的国风调味 &nbsp; &nbsp;从昆明街头的小店到即将在纳斯达克敲钟，霸王茶姬的八年征途是中国新茶饮行业高速发展的一个缩影。对于整个新式茶饮行业而言，这场轮番上演的上市潮既是机遇也是挑战。新茶饮的下一站，会不会诞生“东方星巴克”？或许很快就会有答案。 &nbsp; &nbsp; 建议申购！","listText":"&nbsp; &nbsp; &nbsp; &nbsp; 从昆明崛起的中国风 &nbsp; &nbsp; 2017年11月17日，霸王茶姬首店落地云南昆明五一路，以“原叶鲜奶茶”为核心产品，以“现泡原茶+新鲜牛乳”为健康理念。强调“新中式茶饮”定位，客单价20-25元，明显高于蜜雪冰城（6.47元），但却又低于喜茶（30-35元），很显然是为了精准卡位中端市场。 品牌名灵感源自中国史诗《霸王别姬》，据说还结合了茶马古道精神，店铺装修以戏曲脸谱为品牌标志，门店设计融入篆刻、木质元素等传统元素，具有明显的国风调味 &nbsp; &nbsp;从昆明街头的小店到即将在纳斯达克敲钟，霸王茶姬的八年征途是中国新茶饮行业高速发展的一个缩影。对于整个新式茶饮行业而言，这场轮番上演的上市潮既是机遇也是挑战。新茶饮的下一站，会不会诞生“东方星巴克”？或许很快就会有答案。 &nbsp; &nbsp; 建议申购！","text":"从昆明崛起的中国风 2017年11月17日，霸王茶姬首店落地云南昆明五一路，以“原叶鲜奶茶”为核心产品，以“现泡原茶+新鲜牛乳”为健康理念。强调“新中式茶饮”定位，客单价20-25元，明显高于蜜雪冰城（6.47元），但却又低于喜茶（30-35元），很显然是为了精准卡位中端市场。 品牌名灵感源自中国史诗《霸王别姬》，据说还结合了茶马古道精神，店铺装修以戏曲脸谱为品牌标志，门店设计融入篆刻、木质元素等传统元素，具有明显的国风调味 从昆明街头的小店到即将在纳斯达克敲钟，霸王茶姬的八年征途是中国新茶饮行业高速发展的一个缩影。对于整个新式茶饮行业而言，这场轮番上演的上市潮既是机遇也是挑战。新茶饮的下一站，会不会诞生“东方星巴克”？或许很快就会有答案。 建议申购！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424674466394488","isVote":1,"tweetType":1,"viewCount":3835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":471221527826680,"gmtCreate":1756075849704,"gmtModify":1756075851366,"author":{"id":"3574484090419159","authorId":"3574484090419159","name":"拨开云雾探索其中","avatar":"https://static.tigerbbs.com/7a6d4bf706fdc31d55ef4145c4574bc1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574484090419159","authorIdStr":"3574484090419159"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471221527826680","repostId":"1159934696","repostType":2,"repost":{"id":"1159934696","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1755748736,"share":"https://www.laohu8.com/m/news/1159934696?lang=&edition=full","pubTime":"2025-08-21 11:58","market":"us","language":"zh","title":"财报前瞻丨理想汽车Q2能打赢“逆风局”？产品力+AI+出海或是答案","url":"https://stock-news.laohu8.com/highlight/detail?id=1159934696","media":"财报Agent","summary":"市场尤其希望看到利润率方面的积极信号。","content":"<html><head></head><body><p><em>摘要： <a href=\"https://laohu8.com/S/LI\">理想汽车</a> 将于8月28日美股盘前发布2025年二季度财报。理想短期内遭遇销量下滑及舆论风波的考验，但产品力基础仍在，纯电和AI战略也值得期待，市场尤其希望看到在激励竞争的环境下利润率方面能给出积极信号。</em></p><p></p><p><img src=\"https://static.tigerbbs.com/fecf101cfb4017ae81de31c76bb150af\" alt=\"\"/><strong>一季度业绩回顾</strong></p><p><a href=\"https://laohu8.com/S/02015\">理想汽车-W</a> 一季度营业收入为259亿元，同比增长1.1%；净利润为6.47亿元，同比增长9.4%，但环比跌幅分别为41.4%和81.7%。</p><p>一季度汽车销售额为人民币247亿元（约合34亿美元），较2024年第一季度的人民币243亿元增长1.8%，环比下降42.1%。</p><p></p><p><img src=\"https://static.tigerbbs.com/cc951d695528d880978bf57e37854a67\" alt=\"\"/><strong>二季度展望</strong></p><p>理想汽车在一季报中给出的二季度收入指引为325亿-338亿元，同比增长2.5%-6.7%；对二季度汽车交付量的更新预期为10.8万辆，而此前的预期为12.3万至12.8万辆。公司称调整反映了为支持长期增长而进行的销售体系升级带来的暂时影响。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc8cfb320a7fc5cd3d69fba6d8a5035c\" title=\"理想汽车月销量 来源：理想官网、国金证券研究所\" tg-width=\"934\" tg-height=\"566\"/><span>理想汽车月销量 来源：理想官网、国金证券研究所</span></p><p>而根据彭博社的数据，目前分析师普遍预期理想汽车二季度销售额325.28亿元，调整后每股收益1.74元，汽车销量123362辆。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8d02ca4bd59807fb9388e091962ce30\" title=\"\" tg-width=\"534\" tg-height=\"236\"/></p><p><strong>主要看点</strong></p><p>新的渠道和用户运营策略</p><p>当销量面临压力的时候，理想汽车需要进一步深挖家庭用户的核心需求，以维持产品竞争力，同时加大营销投入，通过更精准的渠道投放和用户运营策略扩大基盘用户规模，尤其是在三四线城市加速渠道下沉，以抵消一二线市场增长放缓的影响。</p><p>这一路径的优势在于能够延续理想的盈利模式——增程车型的毛利率相对较高，销量的提升将直接摊薄研发和制造成本，有助于维持理想的现金流健康，符合当前资本市场对&#34;盈利优先&#34;的估值逻辑。</p><p>AI概念落地</p><p>李想不止一次提到理想汽车是一家AI企业，提出包括理想同学Agent、VLA司机大模型、AD Max 高阶智驾等一系列技术概念，打造科技属性以提升估值。目前，资本市场趋于务实，AI概念需直接转化为产品溢价或市占率。理想需要证明其AI技术能切实降低智驾成本、或通过数据闭环形成迭代优势。</p><p>海外市场的开拓</p><p>目前公司已明确中长期海外销量占比目标约30%，优先布局亚洲与欧洲市场。前期工作以服务体系与数据合规为核心，品牌推广与渠道铺设的基础需要打牢。需关注财报中对海外市场拓展情况的介绍。</p><p><strong>机构观点</strong></p><p>摩根大通：重申对理想汽车的“增持”评级，港股目标价135港元。</p><p>中金公司：维持理想汽车“跑赢行业”评级。看好公司纯电及AI战略，港股目标价155港元，美股目标价40美元。</p><p>交银国际：维持对理想汽车的“中性”评级，港股目标价103.7港元。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>财报前瞻丨理想汽车Q2能打赢“逆风局”？产品力+AI+出海或是答案</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n财报前瞻丨理想汽车Q2能打赢“逆风局”？产品力+AI+出海或是答案\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2025-08-21 11:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>摘要： <a href=\"https://laohu8.com/S/LI\">理想汽车</a> 将于8月28日美股盘前发布2025年二季度财报。理想短期内遭遇销量下滑及舆论风波的考验，但产品力基础仍在，纯电和AI战略也值得期待，市场尤其希望看到在激励竞争的环境下利润率方面能给出积极信号。</em></p><p></p><p><img src=\"https://static.tigerbbs.com/fecf101cfb4017ae81de31c76bb150af\" alt=\"\"/><strong>一季度业绩回顾</strong></p><p><a href=\"https://laohu8.com/S/02015\">理想汽车-W</a> 一季度营业收入为259亿元，同比增长1.1%；净利润为6.47亿元，同比增长9.4%，但环比跌幅分别为41.4%和81.7%。</p><p>一季度汽车销售额为人民币247亿元（约合34亿美元），较2024年第一季度的人民币243亿元增长1.8%，环比下降42.1%。</p><p></p><p><img src=\"https://static.tigerbbs.com/cc951d695528d880978bf57e37854a67\" alt=\"\"/><strong>二季度展望</strong></p><p>理想汽车在一季报中给出的二季度收入指引为325亿-338亿元，同比增长2.5%-6.7%；对二季度汽车交付量的更新预期为10.8万辆，而此前的预期为12.3万至12.8万辆。公司称调整反映了为支持长期增长而进行的销售体系升级带来的暂时影响。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc8cfb320a7fc5cd3d69fba6d8a5035c\" title=\"理想汽车月销量 来源：理想官网、国金证券研究所\" tg-width=\"934\" tg-height=\"566\"/><span>理想汽车月销量 来源：理想官网、国金证券研究所</span></p><p>而根据彭博社的数据，目前分析师普遍预期理想汽车二季度销售额325.28亿元，调整后每股收益1.74元，汽车销量123362辆。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8d02ca4bd59807fb9388e091962ce30\" title=\"\" tg-width=\"534\" tg-height=\"236\"/></p><p><strong>主要看点</strong></p><p>新的渠道和用户运营策略</p><p>当销量面临压力的时候，理想汽车需要进一步深挖家庭用户的核心需求，以维持产品竞争力，同时加大营销投入，通过更精准的渠道投放和用户运营策略扩大基盘用户规模，尤其是在三四线城市加速渠道下沉，以抵消一二线市场增长放缓的影响。</p><p>这一路径的优势在于能够延续理想的盈利模式——增程车型的毛利率相对较高，销量的提升将直接摊薄研发和制造成本，有助于维持理想的现金流健康，符合当前资本市场对&#34;盈利优先&#34;的估值逻辑。</p><p>AI概念落地</p><p>李想不止一次提到理想汽车是一家AI企业，提出包括理想同学Agent、VLA司机大模型、AD Max 高阶智驾等一系列技术概念，打造科技属性以提升估值。目前，资本市场趋于务实，AI概念需直接转化为产品溢价或市占率。理想需要证明其AI技术能切实降低智驾成本、或通过数据闭环形成迭代优势。</p><p>海外市场的开拓</p><p>目前公司已明确中长期海外销量占比目标约30%，优先布局亚洲与欧洲市场。前期工作以服务体系与数据合规为核心，品牌推广与渠道铺设的基础需要打牢。需关注财报中对海外市场拓展情况的介绍。</p><p><strong>机构观点</strong></p><p>摩根大通：重申对理想汽车的“增持”评级，港股目标价135港元。</p><p>中金公司：维持理想汽车“跑赢行业”评级。看好公司纯电及AI战略，港股目标价155港元，美股目标价40美元。</p><p>交银国际：维持对理想汽车的“中性”评级，港股目标价103.7港元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/31ede661544bce43de5131764faed6c5","relate_stocks":{"02015":"理想汽车-W","LI":"理想汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159934696","content_text":"摘要： 理想汽车 将于8月28日美股盘前发布2025年二季度财报。理想短期内遭遇销量下滑及舆论风波的考验，但产品力基础仍在，纯电和AI战略也值得期待，市场尤其希望看到在激励竞争的环境下利润率方面能给出积极信号。一季度业绩回顾理想汽车-W 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