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Li Auto (2015 HK) Q2業績逐步築底，需求驅動訂單恢復，全年業績有望向上 24Q2E results: gradual turnaround as demand and orders pick up; we expect full-year profits to benefit BUY (maintain) 投資要點/Investment Thesis 投資要點/Investment Thesis 24Q2業績情況： Q2總收入爲317億人民幣，同比增長10.6%，環比增長23.6%；汽車銷售收入爲303億人民幣，同比增長8.4%，環比增長25.0%，主要歸因於汽車交付量的增加；2024年第二季度其他銷售和服務收入爲14億人民幣，同比增長99.6%，環比減少1.7%，主要歸因於服務提供和配件銷售的增加。 24Q2E performance: revenue up 10.6% yoy and car sales up 8.4% yoy Li Auto released unaudited 24Q2E results on 28 Aug 2024: Key metrics: revenue rose to RMB31.7bn (up 10.6% yoy and 23.6% qoq, with automotive sales contributing RMB30.3bn (up 8.4% yoy and 25.0% qoq), due mainly to an increase in vehicle deliveries. Other sales and services brought in re
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