王五仕
04-14
大盘天天磨底震荡,赛力斯也只能在区间里来回晃,等指数选方向
$赛力斯(09927)$
@徐君论财:
高端放量驱动盈利提升 多家机构看好赛力斯多维增长曲线
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tg-height=\"500\"></p>\n<p>依托汽车产业大脑生态下的超级工厂及全链路数智化赋能,赛力斯完成了深度智能化、柔性化智造升级,实现研发、智造、交付全链路效率革命。2025年,赛力斯资产周转率高达1.38,大幅领跑传统制造业平均水平,充分体现了科技赋能对经营效能的提升。同时,赛力斯布局双足、四足、轮式及轮足复合等多类产品形态,持续拓宽智能科技产业边界,创新业务与核心主业形成战略协同,构建起完善的前瞻技术储备矩阵,为估值抬升提供了坚实支撑。</p>\n<p>赛力斯锚定高端智能电动汽车主航道,加快全球化布局,稳步推进智能机器人等创新业务,打造“主业稳固、增量可期”的多维度增长曲线。广发证券分析认为,赛力斯已成功走出一条“通过生态做强品牌求生存,通过局部引领做大规模求突破”的成长范式,成长路径清晰可依,给予“买入”评级。</p>\n<p><a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> <a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> <a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a></p></body></html>","htmlText":"<html><head></head><body><p>2025年,赛力斯业绩全面飘红,全年实现营业收入1,650.5亿元,创历史新高;归属于上市公司股东的净利润59.6亿元,连续两年实现盈利,经营质量与盈利能力迈上新台阶。国盛证券、招商证券、广发证券等多家机构发布研报看好赛力斯后市成长性,认为其品牌势能持续向上,运营效率行业领先,创新业务稳步拓展,高端产品放量有望带动盈利能力持续增强,增长潜力进一步凸显。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d44388615fe082451574e6b8fec485ec\" tg-width=\"800\" tg-height=\"450\"></p>\n<p>依托精准的产品布局与高强度研发与核心技术的深厚积淀,赛力斯持续夯实高端市场统治力。2025年,赛力斯新能源汽车销量超47万辆,旗下核心品牌问界表现尤为亮眼,全年累计交付超42万辆,成为国内市场销量最高的中国豪华品牌。</p>\n<p>产品矩阵方面,问界M9、M8、M7在各自细分市场持续稳居销冠,构筑起牢不可破的高端市场壁垒。国盛证券指出,问界在高端市场地位稳固,随着问界M6上市,赛力斯将迎来新一轮新品增长周期,带动销量与盈利实现双向共振,预测公司2026净利润将达到106亿元,维持“买入”评级。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e11024ddf132171f28100dc66b0a579\" tg-width=\"800\" tg-height=\"500\"></p>\n<p>依托汽车产业大脑生态下的超级工厂及全链路数智化赋能,赛力斯完成了深度智能化、柔性化智造升级,实现研发、智造、交付全链路效率革命。2025年,赛力斯资产周转率高达1.38,大幅领跑传统制造业平均水平,充分体现了科技赋能对经营效能的提升。同时,赛力斯布局双足、四足、轮式及轮足复合等多类产品形态,持续拓宽智能科技产业边界,创新业务与核心主业形成战略协同,构建起完善的前瞻技术储备矩阵,为估值抬升提供了坚实支撑。</p>\n<p>赛力斯锚定高端智能电动汽车主航道,加快全球化布局,稳步推进智能机器人等创新业务,打造“主业稳固、增量可期”的多维度增长曲线。广发证券分析认为,赛力斯已成功走出一条“通过生态做强品牌求生存,通过局部引领做大规模求突破”的成长范式,成长路径清晰可依,给予“买入”评级。</p>\n<p><a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> <a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> <a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a></p></body></html>","text":"2025年,赛力斯业绩全面飘红,全年实现营业收入1,650.5亿元,创历史新高;归属于上市公司股东的净利润59.6亿元,连续两年实现盈利,经营质量与盈利能力迈上新台阶。国盛证券、招商证券、广发证券等多家机构发布研报看好赛力斯后市成长性,认为其品牌势能持续向上,运营效率行业领先,创新业务稳步拓展,高端产品放量有望带动盈利能力持续增强,增长潜力进一步凸显。 依托精准的产品布局与高强度研发与核心技术的深厚积淀,赛力斯持续夯实高端市场统治力。2025年,赛力斯新能源汽车销量超47万辆,旗下核心品牌问界表现尤为亮眼,全年累计交付超42万辆,成为国内市场销量最高的中国豪华品牌。 产品矩阵方面,问界M9、M8、M7在各自细分市场持续稳居销冠,构筑起牢不可破的高端市场壁垒。国盛证券指出,问界在高端市场地位稳固,随着问界M6上市,赛力斯将迎来新一轮新品增长周期,带动销量与盈利实现双向共振,预测公司2026净利润将达到106亿元,维持“买入”评级。 依托汽车产业大脑生态下的超级工厂及全链路数智化赋能,赛力斯完成了深度智能化、柔性化智造升级,实现研发、智造、交付全链路效率革命。2025年,赛力斯资产周转率高达1.38,大幅领跑传统制造业平均水平,充分体现了科技赋能对经营效能的提升。同时,赛力斯布局双足、四足、轮式及轮足复合等多类产品形态,持续拓宽智能科技产业边界,创新业务与核心主业形成战略协同,构建起完善的前瞻技术储备矩阵,为估值抬升提供了坚实支撑。 赛力斯锚定高端智能电动汽车主航道,加快全球化布局,稳步推进智能机器人等创新业务,打造“主业稳固、增量可期”的多维度增长曲线。广发证券分析认为,赛力斯已成功走出一条“通过生态做强品牌求生存,通过局部引领做大规模求突破”的成长范式,成长路径清晰可依,给予“买入”评级。 $赛力斯(601127)$ $赛力斯(09927)$ 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