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理想Q2業績亮眼,市場為何不買賬?

8月8日,理想汽車發布業績顯示,今年二季度,營收和交付量雙創新高,其中營收286.5億元,同比增長228.1%;季度交付量為8.65萬輛,同比增長201.6%。在交付增長等推動下,經營利潤達16.3億元,淨利潤為23.1億元;毛利率達21.8%;自由現金流為96.2億元,季度末公 Show More
8月8日,理想汽車發布業績顯示,今年二季度,營收和交付量雙創新高,其中營收286.5億元,同比增長228.1%;季度交付量為8.65萬輛,同比增長201.6%。在交付增長等推動下,經營利潤達16.3億元,淨利潤為23.1億元;毛利率達21.8%;自由現金流為96.2億元,季度末公司現金儲備737.7億元。對於三季度業績,理想汽車預計交付量達10萬-10.3萬輛,同比增長277%-288.3%;收入總額預計為323.3億-333億元,同比增長246.0%-256.4%。
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    Ideal is currently very popular. Many people are waiting for today's earnings report. There are also quite a few people in the group who privately asked me tonight's stock price trends and position operations. I had a rough estimate: tonight's fluctuation will be huge. It will either skyrocket or plummet
    Just kidding, predicting short-term stock prices is completely out of my ability. On the contrary, I don't think short-term stock prices can be predicted, and I never give anyone any advice on stocks or stock prices. What I am good at is to give you the most objective data and analyze the fundamentals of an enterprise through data.
    As for ideals, I'm still my consistent opinion: it's not cheap now, but if they can get into the final top 3, the current market capitalization is only a fraction, but it's still hard to say whether the ideal future will be in the top 3. I can only say that the current first-mover advantage and status are pretty good.
    01
    Sales volume
    If you pull the January-July sales curve, you'll find that this is a perfect curve. Maintaining month-on-month sales growth for 7 consecutive months is very challenging.
    Among them, sales volume in Q2 was 86533 units, up 202% year on year and 65% over Q1, all of which achieved rapid growth.
    Q3 guidelines:
    Sales volume guide: 100,000-103,000, up 277%-288% year on year.
    Revenue guidance: $323.3-33.3 billion, up 246%-256.4% year on year.
    02
    infrastructures
    Retail Centers:
    There are 331 retail centers in Q2, and 32 stores in a single season in Q2, with an average of one every 3 days. The speed of opening stores has accelerated. By the end of July...
    Interpretation of Ideal Auto's 2023Q2 earnings report - Automobiles are the largest AI industry
    Interpretation of Ideal Auto's 2023Q2 earnings report - Automobiles are the largest AI industry
    Interpretation of Ideal Auto's 2023Q2 earnings report - Automobiles are the largest AI industry
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