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11-06
川普
抱歉,原内容已删除
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2023-11-09
很好
@价值投资为王:理想的估值很低了,但未来的关键看2点!
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2023-07-28
$宝沙发展(01069)$
可以😌
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2022-12-03
$中国新华电视(08356)$
不知道要停多久
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2022-10-18
$ComSovereign Holding Corp.(COMS)$
涨多少
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2022-10-18
$ComSovereign Holding Corp.(COMS)$
守住
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2022-09-16
$Color Star Technology Co. Ltd(CSCW)$
稳住要涨了
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2022-09-14
$安皮奥制药(AMPE)$
搞起来
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2022-09-14
$安皮奥制药(AMPE)$
稳住了就跑
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2022-09-08
$安皮奥制药(AMPE)$
要稳住
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2022-09-07
$安皮奥制药(AMPE)$
继续持有
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2022-08-30
现在这个人跑哪去了?
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2022-08-30
一路走好
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2022-08-23
$Allena Pharmaceuticals Inc.(ALNA)$
继续持有
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2022-06-30
$中国新华电视(08356)$
继续
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2022-06-29
$中国新华电视(08356)$
真棒
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2022-06-22
疯子
抱歉,原内容已删除
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2022-06-22
$中国新华电视(08356)$
搞起来
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2022-04-19
$中国新华电视(08356)$
把它抬起来
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2022-03-19
$Farmmi, Inc.(FAMI)$
哈哈
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具体来看,三季度营收346.8亿人民币,同比暴增271.2%,超过分析师预期的337.4亿: 营收暴增主要是汽车销售火爆,三季度合计销售105108辆,同比大增286%: 在销量提升带来规模效应及电池成本下降下,三季度毛利率为22%,环比提升0.2个百分点,净利率持平上个季度,同为8.1%: 8.1%的净利率或许不是理想的终点,传统燃油车丰田的净利率能达到9%,考虑到汽车智能化带来的盈利能力提升,理想还有上升空间。 按照当前的分析师预测,2024年理想的收入将达到1790亿人民币,若净利率保持在8.1%,净利润有望达到145亿,按当前2849亿的市值算,市盈率不过19.6倍。 考虑到理想的增速较高,这样的估值极具安全垫。 但理想股价能否暴涨并不在于估值,而在于纯电车型能否成为爆款,以及在大型增程式SUV竞争激烈之下保持住销量增长势头。 目前,根据理想的业绩指引,四季度的交付量在125000-128000辆之间,取中值126500计算,已知10月销量为40422辆,则推算出11-12月月均销量在43039辆左右,月度销量将再创历史新高。 公司预计四季度营收在384.6-393.8亿之间,中值较去年同期增长120.5%,超出分析师一致预期的365.8亿。 2023年的销量无忧,但随着华为问界新M7车型热销,理想所在的增程式SUV赛道的竞争越来越激烈,预计2024年将有更多竞争车型上市。此前,同为造车新势力的小鹏和蔚来在激烈的竞争之下,一度遭遇销量恶化,理想能否抗住竞争压力,犹未可知。 另外,理想不同于蔚来和小鹏聚焦于纯电路线,走的是增程式混动,但明眼人都知道,增程只是汽车电动化过渡路线,未来胜负的关键在于纯电竞争。 三季报中,理想宣布其旗下首款5C纯电超级旗舰车型理想MEGA进展顺利,将于今年12 月正式发布,明年2月开启交付,该车型能否热销","listText":"刚刚,理想发布了三季报,业绩优秀! 具体来看,三季度营收346.8亿人民币,同比暴增271.2%,超过分析师预期的337.4亿: 营收暴增主要是汽车销售火爆,三季度合计销售105108辆,同比大增286%: 在销量提升带来规模效应及电池成本下降下,三季度毛利率为22%,环比提升0.2个百分点,净利率持平上个季度,同为8.1%: 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