新势力2Q24业绩回顾：盈利及现金流改善、关注产品周期和智驾迭代

中国国际金融股...09-18

2Q24 业绩符合我们预期蔚来、小鹏汽车、理想汽车于近期发布2Q24 业绩，业绩符合我们预期。站在当前时点，行业端以旧换新政策持续发力，我们预计公司端有望迎来新一轮产品周期，叠加降本增效的持续推进、端到端智能驾驶的量产落地，我们持续提示上述公司的投资机会。发展趋势行业销量保持稳健，新势力公司销量及毛利率表现良好。复盘2Q24，上述三家新势力车企销量表现良好，部分受到产品周期带动如理想L6 交付，...

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