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2023-03-02
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蔚来电话会:今年毛利率有望回升至18%-20%,将引入新电池合作伙伴
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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蔚来电话会:今年毛利率有望回升至18%-20%,将引入新电池合作伙伴\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-02 07:23 北京时间 <a href=https://api.jianyuweb.com/apiv1/content/articles/3683086?extract=1><strong>曹泽熙</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>蔚来预计,今年第三季度,随着新车交付步入正轨,蔚来汽车的交付量将会明显上升;同时,目前碳酸锂售价在快速下降,在第四季度有望下降到20万左右,同时芯片价格也在下降,总体来看,蔚来在今年有望重回18%-20%的毛利率水平。此外,蔚来称,该公司始终坚持稳定的价格策略,也没有通过减配来降价的计划。3月1日美股盘前,蔚来汽车发布2022年Q4业绩。财报数据显示,蔚来Q4营收160.6亿元,不及市场预期的...</p>\n\n<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3683086?extract=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/862771232d2389f68cfb32e3e6dbbf92","relate_stocks":{"BK1119":"汽车制造商","BK4588":"碎股","BK4526":"热门中概股","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","NIO.SI":"蔚来","09866":"蔚来-SW","BK1588":"回港中概股","BK4509":"腾讯概念","NIO":"蔚来"},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3683086?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316640933","content_text":"蔚来预计,今年第三季度,随着新车交付步入正轨,蔚来汽车的交付量将会明显上升;同时,目前碳酸锂售价在快速下降,在第四季度有望下降到20万左右,同时芯片价格也在下降,总体来看,蔚来在今年有望重回18%-20%的毛利率水平。此外,蔚来称,该公司始终坚持稳定的价格策略,也没有通过减配来降价的计划。3月1日美股盘前,蔚来汽车发布2022年Q4业绩。财报数据显示,蔚来Q4营收160.6亿元,不及市场预期的171亿元,同比增长62.2%,环比增长23.5%,连续十一个季度同比正增长。在第四季度财报电话会上,蔚来汽车CEO李斌指出,蔚来在今年有望重回18%-20%的毛利率水平:短期蔚来毛利率方面的确有不小的压力。因为Q1是蔚来车型向二代平台的转换期,已生产的一代“886”车型以及展车需要优惠、贴息等措施来清库存。此外Q1的交付,也主要将以低毛利的ET5为主。今年的零部件供应总体来看不会成为制约交付量的瓶颈,第二季度在新车交付初期会面临一定的产能爬坡的挑战,但是供应链方面的压力会大大下降,不会成为制约因素。第三季度,随着新车交付步入正轨,蔚来汽车的交付量将会明显上升;同时,目前碳酸锂售价在快速下降,在第四季度有望下降到20万左右,同时芯片价格也在下降,总体来看,蔚来在今年有望重回18%-20%的毛利率水平。在电话会上,蔚来管理层称,今年上半年,蔚来将陆续推出更多新产品,加快从产品发布至用户交付的节奏。供应链和制造团队也在积极进行新车型切换和量产爬坡的准备工作,确保产能和供应满足新产品的需求增长。智能驾驶方面,蔚来已经向NT2.0平台全量用户分批推送了NOP+增强领航辅助Beta。基于全栈自研的智能驾驶技术和数据闭环,NOP+ Beta在安心感、舒适性、通行效率等维度都有明显提升,使用率相比NOP提升了一倍,近一周的总使用里程为175万公里。蔚来将于今年上半年推出更多的功能并逐步实现高速领航换电。蔚来表示,公司已经向NT2.0平台全量用户分批推送了NOP+增强领航辅助Beta,并将于今年上半年推出更多的功能并逐步实现高速领航换电。2023年,蔚来将加快换电网络的布局速度,计划新增1000座换电站,到2023年底累计建成超过2300座换电站。目前三代站的量产工作进展顺利,预计4月份开始大规模量产。蔚来汽车董事长李斌在蔚来2022年第四季度财报电话会上表示,今年会引进新的电池合作伙伴,3月份和中创新航合作的电池包会上线。同时,蔚来正在和宁德时代商讨新的价格机制,尚未签署。在提及延迟交付的半固态电池,李斌表示,“正在努力推进量产中,我们的电池研发团队在帮助合作伙伴,希望尽快交付使用。”关于欧洲业务,蔚来称,基建进度落后于预期,包括换电站的建设和NIO House的开业,这些会影响在欧洲的交付。今年交付目标不超过10000台,今年首要目标是用户满意度。在谈到价格策略时,蔚来称,蔚来品牌始终坚持稳定的价格策略,也没有通过减配来降价的计划。","news_type":1},"isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":624717314,"gmtCreate":1677713755439,"gmtModify":1677720649018,"author":{"id":"3543844355836693","authorId":"3543844355836693","name":"acu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3543844355836693","idStr":"3543844355836693"},"themes":[],"htmlText":"呵呵","listText":"呵呵","text":"呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624717314","repostId":"2316640933","repostType":2,"isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}