理想汽车股价在关键阻力位寻求突破

在政府宣布停止不正当竞争后,理想汽车股价突破关键阻力位。

LI - Weekly Chart

理想汽车-周线图

理想汽车美国存托ADR正在靠近31,27美元水平,如果该股突破该水平,那么在46.43美元之前几乎没有阻力。

电动汽车行业本周上了新闻,此前中国有关部门表示,他们将进行干预,以制止电动汽车领域的“不正当竞争”。他们谈到了比亚迪最近的降价战,以及国务院总理主持的国务院会议。李强表示,政府将加强价格监管,规范市场,并敦促企业以高质量进行创新。

2025年上半年,全球电动汽车销量达到910万辆,政府补贴应该会支持下半年的持续增长。政府还表示,将不再允许低成本制造商控制市场。

对利汽车来说,这是一个令人失望的月份,6月份交付了36,279辆汽车,同比下降24%,5月份下降11.2%。然而,这是由价格战推动的,而且由于系统升级,李还指导了氢气交付量的降低。

该公司一直专注于家用汽车,但在消费者手头拮据的情况下,这是一个艰难的战略。今年9月推出的新款i6 SUV预计将挑战梅赛德斯-奔驰GLC、宝马X3和奥迪Q5。

2025年第一季度,大众汽车的利润率为19.8%,而2024年第一季度为19.3%,这也是美国银行和摩根士丹利分析师仍然看好该股的原因。

在汽车行业的艰难时期,理想汽车应对积极,而政府希望结束价格战的战略,对高端汽车制造商来说是一个加分项。

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