$理想汽车(LI)$$理想汽车-W(02015)$ 交付销量持续破新高,Non-GAAP净利润有望超预期整体业绩前瞻 – 销量交付持续破新高,预计收入维持高增长,Non-GAAP 净利润转正后进一步环比增长,有望继续超预期。 截至 7 月 25 号,彭博一致预期 23Q2 收入 264.1 亿元,同比+202.5%;毛利率为 20.8%,同比-0.7pct,环比+0.4pct;NoN-GAAP归母净利润一致预期 14.7 亿元。23Q2E preview: sales and deliveries set new highs; improving non-GAAP net profit Li Auto’s latest data release has Q2 breaking sales and delivery records. The company estimates revenue maintained high growth in the quarter, while non-GAAP net profit rose after turning positive, exceeding expectations. Bloomberg consensus (BBG) projects Li Auto’s 23Q2E revenue at RMB26.41bn as of 25 July, up 202.5% yoy; with gross margin at 20.8%, down 0.7ppt yoy and up 0.4ppt qoq; and n