念旧森的个人主页 - 老虎社区

念旧森

念旧森

来自wuli

IP属地：广东

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0勋章

2019-12-02

$Peloton Interactive, Inc.(PTON)$ 进攻廉价款阵地的Peloton要面对的是用户粘性是否可能会下降的问题，未来短期利好，长期要关注用户付费率和用户每月运动次数这两个指标，当然财报里可能没有。看到40块没问题。

2019-10-18

$Peloton Interactive, Inc.(PTON)$ 新一季财报应该不错，可以挖掘的市场很大，特别是欧洲市场，应该可以在三个月内突破，问题还是销售费用是否下降，音乐版权风险是否下降

11-17

说说你对这篇新闻的看法...

小鹏Q3营收同比增长101.8%，Q4业绩指引不及市场预期

2020-01-03

$特斯拉(TSLA)$ 打爆空头

去老虎APP查看更多动态

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17:04","market":"hk","language":"zh","title":"小鹏Q3营收同比增长101.8%，Q4业绩指引不及市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1154072613","media":"老虎资讯综合","summary":"11月17日，$小鹏汽车(XPEV)$发布2025年第三季度业绩。财报显示，第三季度营收203.8亿元人民币，市场预估204.5亿元人民币。第三季度交付量116007辆，市场预估116289辆。第三季度净亏损3.809亿元人民币，市场预估亏损5.699亿元人民币。预计第四季度营收215亿元人民币至230亿元人民币，市场预估253.6亿元人民币。预计第四季度交付量125000至132000辆，市场预估135984辆。","content":"<html><head></head><body><p style=\"text-align: start;\">11月17日，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>发布2025年第三季度业绩。财报显示，第三季度营收203.8亿元，同比增长101.8%，市场预估204.5亿元；第三季度净亏损3.8亿元，同比收窄78.9%，市场预估亏损5.7亿元；第三季度毛利率为20.1%，同比上升4.8个百分点；第三季度汽车毛利率为13.1%，同比上升4.5个百分点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f25e5a336ce33874e06756cd563183db\" title=\"\" tg-width=\"1101\" tg-height=\"597\"/></p><p>第三季度交付量116,007辆，同比增长149.3%，市场预估116289辆；第三季度汽车销售收入为人民币180.5亿元，同比增长105.3%，环比增长6.9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f3233d11e8f9d420b692203be988de9\" title=\"\" tg-width=\"1101\" tg-height=\"225\"/></p><h2 id=\"id_1512431161\">业绩展望</h2><p style=\"text-align: start;\">预计第四季度营收215亿元至230亿元，同比增长约33.5%至42.8%，市场预估253.6亿元；预计第四季度交付量125,000至132,000辆，同比增长约36.6%至44.3%，市场预估135,984辆。</p><p>财报发布后，小鹏汽车美股盘前小幅下跌逾1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8069d6d9cfe420d2afe0898d3a4d0ce3\" title=\"\" tg-width=\"860\" tg-height=\"825\"/></p><h2 id=\"id_493870008\">管理层评语</h2><p>小鹏汽车董事长及首席执行官何小鹏先生表示：2025年第三季度，小鹏汽车的各项关键经营指标，包括销量、收入、毛利率、在手现金，再创新高。我们的销量规模和市场份额正处在高速扩张的早期阶段，Robotaxi和人形机器人面向规模量产的目标加速前进。我坚信小鹏汽车会成为面向全球的具身智能公司。围绕物理AI应用，我们会打造一个强大的产品技术体系和商业生态，为全球的客户和股东创造更大的价值。</p><p>小鹏汽车副董事长及联席总裁顾宏地博士表示：随着有效的成本控制和技术研发相关的收入释放出更大的潜力，我们的公司综合毛利率在第三季度首次突破20%。公司经营的持续改善让我们更加笃定地投入物理AI研发，与此同时，我们期待与更多全球商业和技术合作伙伴一起扩大物理AI应用的生态，形成技术研发与商业化相互促进的正循环。</p></body></html>","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\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-17 17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">11月17日，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>发布2025年第三季度业绩。财报显示，第三季度营收203.8亿元，同比增长101.8%，市场预估204.5亿元；第三季度净亏损3.8亿元，同比收窄78.9%，市场预估亏损5.7亿元；第三季度毛利率为20.1%，同比上升4.8个百分点；第三季度汽车毛利率为13.1%，同比上升4.5个百分点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f25e5a336ce33874e06756cd563183db\" title=\"\" tg-width=\"1101\" tg-height=\"597\"/></p><p>第三季度交付量116,007辆，同比增长149.3%，市场预估116289辆；第三季度汽车销售收入为人民币180.5亿元，同比增长105.3%，环比增长6.9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f3233d11e8f9d420b692203be988de9\" title=\"\" tg-width=\"1101\" tg-height=\"225\"/></p><h2 id=\"id_1512431161\">业绩展望</h2><p style=\"text-align: start;\">预计第四季度营收215亿元至230亿元，同比增长约33.5%至42.8%，市场预估253.6亿元；预计第四季度交付量125,000至132,000辆，同比增长约36.6%至44.3%，市场预估135,984辆。</p><p>财报发布后，小鹏汽车美股盘前小幅下跌逾1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8069d6d9cfe420d2afe0898d3a4d0ce3\" title=\"\" tg-width=\"860\" tg-height=\"825\"/></p><h2 id=\"id_493870008\">管理层评语</h2><p>小鹏汽车董事长及首席执行官何小鹏先生表示：2025年第三季度，小鹏汽车的各项关键经营指标，包括销量、收入、毛利率、在手现金，再创新高。我们的销量规模和市场份额正处在高速扩张的早期阶段，Robotaxi和人形机器人面向规模量产的目标加速前进。我坚信小鹏汽车会成为面向全球的具身智能公司。围绕物理AI应用，我们会打造一个强大的产品技术体系和商业生态，为全球的客户和股东创造更大的价值。</p><p>小鹏汽车副董事长及联席总裁顾宏地博士表示：随着有效的成本控制和技术研发相关的收入释放出更大的潜力，我们的公司综合毛利率在第三季度首次突破20%。公司经营的持续改善让我们更加笃定地投入物理AI研发，与此同时，我们期待与更多全球商业和技术合作伙伴一起扩大物理AI应用的生态，形成技术研发与商业化相互促进的正循环。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154072613","content_text":"11月17日，小鹏汽车发布2025年第三季度业绩。财报显示，第三季度营收203.8亿元，同比增长101.8%，市场预估204.5亿元；第三季度净亏损3.8亿元，同比收窄78.9%，市场预估亏损5.7亿元；第三季度毛利率为20.1%，同比上升4.8个百分点；第三季度汽车毛利率为13.1%，同比上升4.5个百分点。第三季度交付量116,007辆，同比增长149.3%，市场预估116289辆；第三季度汽车销售收入为人民币180.5亿元，同比增长105.3%，环比增长6.9%。业绩展望预计第四季度营收215亿元至230亿元，同比增长约33.5%至42.8%，市场预估253.6亿元；预计第四季度交付量125,000至132,000辆，同比增长约36.6%至44.3%，市场预估135,984辆。财报发布后，小鹏汽车美股盘前小幅下跌逾1%。管理层评语小鹏汽车董事长及首席执行官何小鹏先生表示：2025年第三季度，小鹏汽车的各项关键经营指标，包括销量、收入、毛利率、在手现金，再创新高。我们的销量规模和市场份额正处在高速扩张的早期阶段，Robotaxi和人形机器人面向规模量产的目标加速前进。我坚信小鹏汽车会成为面向全球的具身智能公司。围绕物理AI应用，我们会打造一个强大的产品技术体系和商业生态，为全球的客户和股东创造更大的价值。小鹏汽车副董事长及联席总裁顾宏地博士表示：随着有效的成本控制和技术研发相关的收入释放出更大的潜力，我们的公司综合毛利率在第三季度首次突破20%。公司经营的持续改善让我们更加笃定地投入物理AI研发，与此同时，我们期待与更多全球商业和技术合作伙伴一起扩大物理AI应用的生态，形成技术研发与商业化相互促进的正循环。","news_type":1,"symbols_score_info":{"09868":2,"XPEV":2}},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":911136058,"gmtCreate":1578065459074,"gmtModify":1704336927524,"author":{"id":"3519210023122386","authorId":"3519210023122386","name":"念旧森","avatar":"https://static.tigerbbs.com/b32e3b88d353bef99a6441fc4f8abfab","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3519210023122386","idStr":"3519210023122386"},"themes":[],"htmlText":"<a 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17:04","market":"hk","language":"zh","title":"小鹏Q3营收同比增长101.8%，Q4业绩指引不及市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1154072613","media":"老虎资讯综合","summary":"11月17日，$小鹏汽车(XPEV)$发布2025年第三季度业绩。财报显示，第三季度营收203.8亿元人民币，市场预估204.5亿元人民币。第三季度交付量116007辆，市场预估116289辆。第三季度净亏损3.809亿元人民币，市场预估亏损5.699亿元人民币。预计第四季度营收215亿元人民币至230亿元人民币，市场预估253.6亿元人民币。预计第四季度交付量125000至132000辆，市场预估135984辆。","content":"<html><head></head><body><p style=\"text-align: start;\">11月17日，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>发布2025年第三季度业绩。财报显示，第三季度营收203.8亿元，同比增长101.8%，市场预估204.5亿元；第三季度净亏损3.8亿元，同比收窄78.9%，市场预估亏损5.7亿元；第三季度毛利率为20.1%，同比上升4.8个百分点；第三季度汽车毛利率为13.1%，同比上升4.5个百分点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f25e5a336ce33874e06756cd563183db\" title=\"\" tg-width=\"1101\" tg-height=\"597\"/></p><p>第三季度交付量116,007辆，同比增长149.3%，市场预估116289辆；第三季度汽车销售收入为人民币180.5亿元，同比增长105.3%，环比增长6.9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f3233d11e8f9d420b692203be988de9\" title=\"\" tg-width=\"1101\" tg-height=\"225\"/></p><h2 id=\"id_1512431161\">业绩展望</h2><p style=\"text-align: start;\">预计第四季度营收215亿元至230亿元，同比增长约33.5%至42.8%，市场预估253.6亿元；预计第四季度交付量125,000至132,000辆，同比增长约36.6%至44.3%，市场预估135,984辆。</p><p>财报发布后，小鹏汽车美股盘前小幅下跌逾1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8069d6d9cfe420d2afe0898d3a4d0ce3\" title=\"\" tg-width=\"860\" tg-height=\"825\"/></p><h2 id=\"id_493870008\">管理层评语</h2><p>小鹏汽车董事长及首席执行官何小鹏先生表示：2025年第三季度，小鹏汽车的各项关键经营指标，包括销量、收入、毛利率、在手现金，再创新高。我们的销量规模和市场份额正处在高速扩张的早期阶段，Robotaxi和人形机器人面向规模量产的目标加速前进。我坚信小鹏汽车会成为面向全球的具身智能公司。围绕物理AI应用，我们会打造一个强大的产品技术体系和商业生态，为全球的客户和股东创造更大的价值。</p><p>小鹏汽车副董事长及联席总裁顾宏地博士表示：随着有效的成本控制和技术研发相关的收入释放出更大的潜力，我们的公司综合毛利率在第三季度首次突破20%。公司经营的持续改善让我们更加笃定地投入物理AI研发，与此同时，我们期待与更多全球商业和技术合作伙伴一起扩大物理AI应用的生态，形成技术研发与商业化相互促进的正循环。</p></body></html>","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\" />\n<title>小鹏Q3营收同比增长101.8%，Q4业绩指引不及市场预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小鹏Q3营收同比增长101.8%，Q4业绩指引不及市场预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-17 17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">11月17日，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>发布2025年第三季度业绩。财报显示，第三季度营收203.8亿元，同比增长101.8%，市场预估204.5亿元；第三季度净亏损3.8亿元，同比收窄78.9%，市场预估亏损5.7亿元；第三季度毛利率为20.1%，同比上升4.8个百分点；第三季度汽车毛利率为13.1%，同比上升4.5个百分点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f25e5a336ce33874e06756cd563183db\" title=\"\" tg-width=\"1101\" tg-height=\"597\"/></p><p>第三季度交付量116,007辆，同比增长149.3%，市场预估116289辆；第三季度汽车销售收入为人民币180.5亿元，同比增长105.3%，环比增长6.9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f3233d11e8f9d420b692203be988de9\" title=\"\" tg-width=\"1101\" tg-height=\"225\"/></p><h2 id=\"id_1512431161\">业绩展望</h2><p style=\"text-align: start;\">预计第四季度营收215亿元至230亿元，同比增长约33.5%至42.8%，市场预估253.6亿元；预计第四季度交付量125,000至132,000辆，同比增长约36.6%至44.3%，市场预估135,984辆。</p><p>财报发布后，小鹏汽车美股盘前小幅下跌逾1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8069d6d9cfe420d2afe0898d3a4d0ce3\" title=\"\" tg-width=\"860\" tg-height=\"825\"/></p><h2 id=\"id_493870008\">管理层评语</h2><p>小鹏汽车董事长及首席执行官何小鹏先生表示：2025年第三季度，小鹏汽车的各项关键经营指标，包括销量、收入、毛利率、在手现金，再创新高。我们的销量规模和市场份额正处在高速扩张的早期阶段，Robotaxi和人形机器人面向规模量产的目标加速前进。我坚信小鹏汽车会成为面向全球的具身智能公司。围绕物理AI应用，我们会打造一个强大的产品技术体系和商业生态，为全球的客户和股东创造更大的价值。</p><p>小鹏汽车副董事长及联席总裁顾宏地博士表示：随着有效的成本控制和技术研发相关的收入释放出更大的潜力，我们的公司综合毛利率在第三季度首次突破20%。公司经营的持续改善让我们更加笃定地投入物理AI研发，与此同时，我们期待与更多全球商业和技术合作伙伴一起扩大物理AI应用的生态，形成技术研发与商业化相互促进的正循环。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154072613","content_text":"11月17日，小鹏汽车发布2025年第三季度业绩。财报显示，第三季度营收203.8亿元，同比增长101.8%，市场预估204.5亿元；第三季度净亏损3.8亿元，同比收窄78.9%，市场预估亏损5.7亿元；第三季度毛利率为20.1%，同比上升4.8个百分点；第三季度汽车毛利率为13.1%，同比上升4.5个百分点。第三季度交付量116,007辆，同比增长149.3%，市场预估116289辆；第三季度汽车销售收入为人民币180.5亿元，同比增长105.3%，环比增长6.9%。业绩展望预计第四季度营收215亿元至230亿元，同比增长约33.5%至42.8%，市场预估253.6亿元；预计第四季度交付量125,000至132,000辆，同比增长约36.6%至44.3%，市场预估135,984辆。财报发布后，小鹏汽车美股盘前小幅下跌逾1%。管理层评语小鹏汽车董事长及首席执行官何小鹏先生表示：2025年第三季度，小鹏汽车的各项关键经营指标，包括销量、收入、毛利率、在手现金，再创新高。我们的销量规模和市场份额正处在高速扩张的早期阶段，Robotaxi和人形机器人面向规模量产的目标加速前进。我坚信小鹏汽车会成为面向全球的具身智能公司。围绕物理AI应用，我们会打造一个强大的产品技术体系和商业生态，为全球的客户和股东创造更大的价值。小鹏汽车副董事长及联席总裁顾宏地博士表示：随着有效的成本控制和技术研发相关的收入释放出更大的潜力，我们的公司综合毛利率在第三季度首次突破20%。公司经营的持续改善让我们更加笃定地投入物理AI研发，与此同时，我们期待与更多全球商业和技术合作伙伴一起扩大物理AI应用的生态，形成技术研发与商业化相互促进的正循环。","news_type":1,"symbols_score_info":{"09868":2,"XPEV":2}},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":911136058,"gmtCreate":1578065459074,"gmtModify":1704336927524,"author":{"id":"3519210023122386","authorId":"3519210023122386","name":"念旧森","avatar":"https://static.tigerbbs.com/b32e3b88d353bef99a6441fc4f8abfab","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3519210023122386","authorIdStr":"3519210023122386"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;打爆空头","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;打爆空头","text":"$特斯拉(TSLA)$ 打爆空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/911136058","isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}