理想汽车(LI)
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Li Auto (LI) Is Considered a Good Investment by Brokers: Is That True?
ZACKS· 2024-09-11 22:31
文章核心观点 - 华尔街分析师的推荐常被投资者用于决定买入、卖出或持有股票,但这些推荐的可靠性存在争议 [1] - 分析师的推荐存在积极偏差,往往不能准确预测股价走势 [2][3][5] - 使用Zacks Rank评级体系可能是更有效的判断股票价格走势的方法 [3][4][5][6] 公司分析 - 李汽车(LI)目前的平均券商评级(ABR)为1.54,介于强烈买入和买入之间 [1] - 14家券商中有9家给予强烈买入评级,2家给予买入评级,占总推荐的64.3%和14.3% [1] - 分析师对李汽车的盈利预期在过去一个月内保持不变,这可能是该股短期内与大盘持平的合理原因 [7] - 李汽车目前的Zacks Rank为3(持有),投资者需谨慎对待其买入等同的ABR评级 [7]
Li Auto: Strong EV Choice, Low Price
Seeking Alpha· 2024-09-08 22:30
jozzeppe/iStock Editorial via Getty Images Li Auto (NASDAQ:LI) delivered better than expected Q2’24 earnings at the end of August and reported strong delivery growth. The EV maker, also, unfortunately, reported a decline in vehicle margins quarter-over-quarter, a sign that the EV market remains highly competitive, especially for start-ups. Despite the Q/Q margin drop-off, Li Auto has still by far the highest vehicle margin in the EV start-up industry group and convinces with a strong outlook for third q ...
Li Auto Grows Despite China's Economic Struggles. Can The Stock Recover?
Forbes· 2024-09-04 17:45
CHANGCHUN, CHINA - JULY 17, 2024 - Visitors look at the 2024 Li Auto MEGA electric car at the 21st ... [+] Changchun International Automobile Expo in Changchun, Jilin province, China, July 17, 2024. (Photo credit should read CFOTO/Future Publishing via Getty Images)CFOTO/Future Publishing via Getty ImagesLi Auto, the largest of the emerging EV players in China, delivered 48,122 vehicles for July 2024 - an increase of 38% percent year-over-year, although they were down by 5.6% versus July. Deliveries for the ...
Hidden Opportunities in Li Auto's Tough Quarter You Can't Miss
MarketBeat· 2024-09-02 19:00
Just months ago, Chinese electric vehicle (EV) manufacturer Li Auto Inc. NASDAQ: LI stood out among competitors like Xpeng Inc. NYSE: XPEV and Nio Inc. NYSE: NIO as a rare profitable maker of new energy vehicles with a stock price that reflected its dominance at over $46 per share in late February. Its leadership in the premium SUV space and focus on production and marketing efficiency with a small number of models contributed to the longevity of Li's share price success, even as rival EV maker stocks floun ...
Li Auto Inc. August 2024 Delivery Update
GlobeNewswire News Room· 2024-09-01 10:01
BEIJING, China, Sept. 01, 2024 (GLOBE NEWSWIRE) -- Li Auto Inc. (“Li Auto” or the “Company”) (Nasdaq: LI; HKEX: 2015), a leader in China’s new energy vehicle market, today announced that it delivered 48,122 vehicles in August 2024, an increase of 37.8% year over year. This brought the Company’s total deliveries in 2024 to 288,103. As of August 31, 2024, its cumulative deliveries reached 921,467 vehicles. “Li L6 has gained widespread popularity among young users, with deliveries exceeding 20,000 for the thir ...
理想汽车:跟踪报告:2Q24业绩披露,静待3Q24E业绩改善
光大证券· 2024-08-31 12:22
报告公司投资评级 - 维持"增持"评级 [3] 报告的核心观点 - 2Q24 理想总收入同比+10.6%/环比+23.6%至 316.8 亿元,毛利率同比-2.3pcts/环比-1.1pcts 至 19.5%,Non-GAAP 归母净利润同比-44.5%/环比+17.8%至 15.1 亿元 [2] - 毛利率回落主要由于产品结构/价格体系调整,Non-GAAP 归母净利润表现环比改善主要受益于规模效应+内部降本 [2] - 3Q24E 交付量 14.5-15.5 万辆,1H25E 发布全新纯电车型(基于 800V 架构研发) [3] - 渠道、超充网络正在为 2025E 纯电新车型上市做积极准备 [3] - 预计人员优化有望进一步压缩研发等经营费用,预计 2024E GAAP 净利润率约 5% [3] - 上调 2024E-2026E Non-GAAP 归母净利润至 102 亿元/181 亿元/297 亿元 [3] 财务数据总结 - 2Q24 营业总收入 316.8 亿元,同比+10.6%/环比+23.6% [2] - 2Q24 毛利率 19.5%,同比-2.3pcts/环比-1.1pcts [2] - 2Q24 Non-GAAP 归母净利润 15.1 亿元,同比-44.5%/环比+17.8% [2] - 截至 2Q24 末,在手现金合计约 973 亿元 [2] - 2022-2026E 营业总收入分别为 45,287/123,851/143,958/186,065/232,850 百万元 [4][7] - 2022-2026E Non-GAAP 归母净利润分别为 41/12,093/10,156/18,060/29,711 百万元 [7]
理想汽车:Proven resilience gives us confidence in BEVs
招银国际· 2024-08-31 12:21
CMB International Global Markets | Equity Research | Company Update MN Li Auto Inc. (LI US) Proven resilience gives us confidence in BEVs Li Auto's 2Q24 operating expenses beat our forecast and such cost control could extend into 2H24. We are of the view that Li Auto has made a comeback on sales volume with resilient pricing and margins. Although some investors may wait for more details of its new BEVs, we think it could be oversold now. 2Q24 beat on tightened operating expenses. Li Auto's revenue in 2Q24 w ...
Why Li Auto Stock Accelerated 10.6% Today
The Motley Fool· 2024-08-30 05:13
Several positive analyst notes trumpeted the buy case for the company.Wednesday's sputtering jalopy of an electric vehicle (EV) stock, Li Auto (LI 10.62%), was a race car tearing down the track on Thursday. The Chinese company's American depositary receipts (ADRs) rose 10.6% across the trading session not because of any fresh news from the company, but rather on the back of new bullish analyst takes. That share price increase was well higher than the 0.1% rise of the S&P 500 index.A quick bounce-backLi Auto ...
Li Auto Q2 Earnings Fall Y/Y Due to Higher Costs & Pricing Pressures
ZACKS· 2024-08-29 23:37
Li Auto Inc. (LI) reported second-quarter 2024 adjusted earnings per ADS of 20 cents, down from 36 cents reported in the year-ago quarter. Rising costs and price reductions due to higher competition amid falling EV demand resulted in a year-over-year decline. The China-based EV maker generated total revenues of $4.36 billion, up from $3.95 billion reported in the year-ago quarter on higher year-over-year vehicle deliveries. It sold 108,581 units, up from 86,533 in the second quarter of 2023.The company repo ...
Why Electric Vehicle (EV) Stocks Skidded Into Losses on Wednesday
The Motley Fool· 2024-08-29 06:47
Sentiment on the sector wasn't helped by the latest developments in Asia.Not so long ago, electric vehicle (EV) stocks were the assets that could do no wrong. Despite the very many hiccups and challenges associated with the industry, EVs were the future of human mobility. In recent months, though, there's been growing skepticism about this. The novelty of the not-so-new-anymore technology has worn off, and negative news from some top manufacturers has turned off both consumers and stock investors.So, it doe ...