Mier_Ma
09-30
很多傻子买杂牌赛力斯问界这种大头车
2025车企毛利率榜:比亚迪没那么差!问界紧追法拉利,比小米更赚钱
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23:45","market":"hk","language":"zh","title":"2025车企毛利率榜:比亚迪没那么差!问界紧追法拉利,比小米更赚钱","url":"https://stock-news.laohu8.com/highlight/detail?id=2571866359","media":"知嘹汽车","summary":"日前,知嘹汽车从相关渠道获取到了2025年上半年全球上市车企毛利率排行榜。2025年上半年,法拉利以52%的毛利率位列第一,而赛力斯和小米集团则紧随其后,分别位列榜单第二、三名。法拉利作为一线豪华品牌的代表,其毛利率显著高于传统车企和新势力车企,并在全球市场中保持领先的盈利能力。要知道,法拉利旗下的车型可以卖到300-500万元,而根据52%的毛利率推算,至少一辆车可以从中获利150-250万元左右。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250930011506402v206wvlpk8u2w5x\"/><p><strong>日前,知嘹汽车从相关渠道获取到了2025年上半年全球上市车企毛利率排行榜。</strong></p><p>在竞争激烈的国内汽车市场,毛利率是衡量一家车企产品力、竞争力的核心指标。2025年上半年,<a href=\"https://laohu8.com/S/RACE\">法拉利</a>以52%的毛利率位列第一,而<a href=\"https://laohu8.com/S/601127\">赛力斯</a>和<a href=\"https://laohu8.com/S/XIACY\">小米</a>集团则紧随其后,分别位列榜单第二、三名。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250930011513593v20623zud302h3u\"/><p>法拉利作为一线<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌的代表,其毛利率显著高于传统车企和新势力车企,并在全球市场中保持领先的盈利能力。要知道,法拉利旗下的车型可以卖到300-500万元,而根据52%的毛利率推算,至少一辆车可以从中获利150-250万元左右。</p><p>即便像是奔驰、宝马这些豪华品牌,以一辆50万元的车型为例,每台车也仅可获利10万元<span>毛利</span>。所以,对于其他车企来说,这样的差距几乎是无法超越的。毕竟,即使奔驰推出一款500万元的量产车,也不会有太多人来买单的。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250930011515735v206fgxxvc9hogr\"/><p>对于排在第二名的赛力斯来说,今年上半年综合毛利率为29%左右,同比提升4.9个百分点。根据今年上半年财报来看,赛力斯累计销量新车172108辆,像是问界M9、M8这类高端车型,销量占比高达49%,尤其是单车均价超55万元的M9,毛利率更是突破30%,直接拉动了赛力斯整体的毛利率。</p><p>同时,得益于“魔方平台”的产品架构,已实现多款车型规模化生产,产品结构优化与规模效应显现,降本增效也得到了大幅提升。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250930011517110v206iabtnew9jgt\"/><p>排在第三的<a href=\"https://laohu8.com/S/01810\">小米</a>汽车,目前依靠<a href=\"https://laohu8.com/S/81810\">小米</a>SU7、YU7的热销,以及核心零部件成本下降的因素,毛利率攀升至23%,位列国内市场的头部水平,并远超市场预期。据小米集团总裁卢伟冰表示:“有信心在下半年实现单季盈利,按照一台24万的小米SU7,基本每卖一台车,便可以获利6万元,这样的盈利表现,也确实比较出色。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250930011519371v206mo5kbd54cd1\"/><p>与此同时,像是<a href=\"https://laohu8.com/S/600066\">宇通客车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>,今年上半年毛利率也是突破了20%,尤其是作为国内第一个实现盈利的造车新势力,<a href=\"https://laohu8.com/S/02015\">理想汽车</a>旗下的L6、L7、L8、L9,基本都是从一个模子中刻出来的,零部件通用率也是高达78%。只不过,可能由于理想MAGA、理想i8的推出,使得其盈利水平也受到了一定的波动。<strong>而反观长安、吉利这些传统车企,利润压力明显,日子过得也是有些紧张。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20250930011522398v20601baplejeqi\"/><p>最后,从整体数据来看,在补贴退坡与价格战并存的2025年,今年上半年车企盈利不仅需要依靠技术和规模优势之外,还需稳固成熟的供应链体系。</p><p><strong>写在最后</strong></p><p>当前国内汽车市场愈发“内卷”,只有通过精准定位找到盈利路径的车企,才可获得成功。否则,缺乏清晰战略的车企也将逐步被边缘化。对此,大家怎么看?</p><p><strong>知嘹汽车原创文章|</strong>如需转载请联系我们</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930011529a6a6baa2&s=b><strong>知嘹汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>日前,知嘹汽车从相关渠道获取到了2025年上半年全球上市车企毛利率排行榜。在竞争激烈的国内汽车市场,毛利率是衡量一家车企产品力、竞争力的核心指标。2025年上半年,法拉利以52%的毛利率位列第一,而赛力斯和小米集团则紧随其后,分别位列榜单第二、三名。法拉利作为一线豪华品牌的代表,其毛利率显著高于传统车企和新势力车企,并在全球市场中保持领先的盈利能力。要知道,法拉利旗下的车型可以卖到300-500...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930011529a6a6baa2&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81211":"比亚迪股份-R","81810":"小米集团-WR","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","HXXD.SI":"Xiaomi HK SDR 2to1","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0084288322.USD":"Natixis Asia Equity RD USD","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930011529a6a6baa2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2571866359","content_text":"日前,知嘹汽车从相关渠道获取到了2025年上半年全球上市车企毛利率排行榜。在竞争激烈的国内汽车市场,毛利率是衡量一家车企产品力、竞争力的核心指标。2025年上半年,法拉利以52%的毛利率位列第一,而赛力斯和小米集团则紧随其后,分别位列榜单第二、三名。法拉利作为一线豪华品牌的代表,其毛利率显著高于传统车企和新势力车企,并在全球市场中保持领先的盈利能力。要知道,法拉利旗下的车型可以卖到300-500万元,而根据52%的毛利率推算,至少一辆车可以从中获利150-250万元左右。即便像是奔驰、宝马这些豪华品牌,以一辆50万元的车型为例,每台车也仅可获利10万元毛利。所以,对于其他车企来说,这样的差距几乎是无法超越的。毕竟,即使奔驰推出一款500万元的量产车,也不会有太多人来买单的。对于排在第二名的赛力斯来说,今年上半年综合毛利率为29%左右,同比提升4.9个百分点。根据今年上半年财报来看,赛力斯累计销量新车172108辆,像是问界M9、M8这类高端车型,销量占比高达49%,尤其是单车均价超55万元的M9,毛利率更是突破30%,直接拉动了赛力斯整体的毛利率。同时,得益于“魔方平台”的产品架构,已实现多款车型规模化生产,产品结构优化与规模效应显现,降本增效也得到了大幅提升。排在第三的小米汽车,目前依靠小米SU7、YU7的热销,以及核心零部件成本下降的因素,毛利率攀升至23%,位列国内市场的头部水平,并远超市场预期。据小米集团总裁卢伟冰表示:“有信心在下半年实现单季盈利,按照一台24万的小米SU7,基本每卖一台车,便可以获利6万元,这样的盈利表现,也确实比较出色。与此同时,像是宇通客车、理想汽车,今年上半年毛利率也是突破了20%,尤其是作为国内第一个实现盈利的造车新势力,理想汽车旗下的L6、L7、L8、L9,基本都是从一个模子中刻出来的,零部件通用率也是高达78%。只不过,可能由于理想MAGA、理想i8的推出,使得其盈利水平也受到了一定的波动。而反观长安、吉利这些传统车企,利润压力明显,日子过得也是有些紧张。最后,从整体数据来看,在补贴退坡与价格战并存的2025年,今年上半年车企盈利不仅需要依靠技术和规模优势之外,还需稳固成熟的供应链体系。写在最后当前国内汽车市场愈发“内卷”,只有通过精准定位找到盈利路径的车企,才可获得成功。否则,缺乏清晰战略的车企也将逐步被边缘化。对此,大家怎么看?知嘹汽车原创文章|如需转载请联系我们","news_type":1,"symbols_score_info":{"81211":0.6,"81810":0.6,"82944":0.9,"002594":0.6,"00285":1.5,"01211":0.9,"01810":1.5,"BYDDY":0.6,"MIUmain":0.6,"HXXD.SI":0.6,"HYDD.SI":0.6,"XIACY":0.6}},"isVote":1,"tweetType":1,"viewCount":324,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":34,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/484089954812120"}
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