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港股异动 | 理想汽车-W(02015)跌超7% L6下沉至20-30万价格带 机构料市场竞争持续白热化

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理想汽车-W(02015)跌超7%,截至发稿,跌7.06%,报106.7港元,成交额6.82亿港元。

消息面上,4月18日,理想汽车第四款中型增程SUV理想L6正式上市,提供max/pro两种配置,新车售价24.98/27.98万元。乘联会秘书长崔东树此前公布数据显示,2023年中国市场20万~30万元价位乘用车的零售销量占比为15.9%,30万~40万元价位乘用车的零售销量占比为11%,40万元以上价位乘用车的零售销量占比则为3.2%。

平安证券则表示,理想汽车的一系列调整措施凸显了敏捷的纠错能力,公司后手准备充足,定位于20万~30万元价格区间的理想L6月销量有望达到2万辆,四款L系列车型盈利能力强劲,依然是公司2024年的销量基盘。

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