但我身边有三个小老板朋友在我的推荐下，买了mega。 有4个粉丝买了L系和i系，上个月有个跟我直播连线的粉丝，在我推荐下，也订了i6。 这些都是我能真实统计到的，我自认为这几辆车创造的利润，足以覆盖我的广告费了，我对得起品 牌。 我现在每天都穿蕉下内裤，我并不是代言人，也没有接过他们的商务，只是因为我直播带过这个牌子 的货。 原链接： https://weibo.com/1761179351/Qh1G6dyuS 2025年12月5日微博留几手表示 最近一年，我只接过一条汽车商务，就是理想汽车。 还是在别人的视频里出镜，别人的账号发布的，我只是拿了个出镜费（费用也不低）。 我至今也没有买理想汽车（财力不允许），我买了就一定是真买，没买就是没买，实话实说！ 作为一个即将转型为艺人的网红，对自己要有更高的职业道德要求。 毕竟我将来是要做代言人的，我的照片是要印在地铁、电梯里的。 评论区有人说：" 道德水准这一块手哥是有口皆碑的 "并有6个赞。 备注：TOP2不了解这位博主。 加微信，进群深度交流理想实际经营情况与长期基本面。不是技术群，不是车友群。 我既然推荐粉丝去买，那我更得以身作则，你们可以不买，但我必须天天穿 ...

Investment Rating - The report maintains a "Neutral" rating for the company with a target price adjusted to HKD 80.84, reflecting a potential downside of 8.3% from the current price of HKD 88.15 [1][10][7]. Core Insights - The company's Q2 revenue and profit were generally in line with expectations, but the guidance for Q3 was below market expectations, indicating short-term demand pressures [2][7]. - The average selling price per vehicle decreased by 2.1% quarter-on-quarter, which was slightly better than anticipated due to promotional efforts to clear old inventory [7]. - The company is facing competitive pressures and promotional challenges that may continue to erode sales and pricing, particularly for its L series vehicles [7]. - The forecast for vehicle deliveries in Q3 is between 90,000 to 95,000 units, which represents a significant quarter-on-quarter decline [7]. - The report suggests that the company's ability to stabilize in Q4 will depend on the ramp-up of the i8 model and market feedback on the i6 model [7]. Financial Overview - Revenue projections for the company are as follows: RMB 123.85 billion in 2023, RMB 144.46 billion in 2024, and a decline to RMB 123.19 billion in 2025, reflecting a year-on-year growth of 173.5% in 2023 but a decrease of 14.7% in 2025 [6][11]. - Net profit is expected to decline significantly from RMB 11.70 billion in 2023 to RMB 5.26 billion in 2025, with a corresponding drop in earnings per share from RMB 5.95 to RMB 2.64 [6][11]. - The company’s price-to-earnings ratio is projected to rise from 13.6 in 2023 to 30.6 in 2025, indicating a potential increase in valuation despite declining profits [6][11]. Stock Performance - The stock has experienced a year-to-date decline of 6.17%, with a 52-week high of HKD 128.70 and a low of HKD 71.90 [4][10]. - The average daily trading volume is reported at 27.49 million shares, indicating active trading interest [4].