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伐木的小猫

伐木的小猫

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伐木的小猫

2025-11-25

$蔚来(NIO)$ $蔚来-SW(09866)$ 14.7%整车毛利率创三年新高，却是在行业价格战最惨烈的Q3达成，说明蔚来用ES8+L90的组合拳打出了溢价护城河，不是靠补贴返点硬拗的会计数字。

@杨不留行:蔚来Q3财报超预期之后，市场该如何重新定价？

伐木的小猫

2025-11-27

$蔚来-SW(09866)$ 蔚来在研究电池用15年健康度还有85%的技术，长远看这是给车主省大钱，口碑差不了

伐木的小猫

2025-12-29

仓位不重，今天这走势不急卖，再等等风来。 $禾赛(HSAI)$ $禾赛-W(02525)$

伐木的小猫

02-04

$乐欣户外(02720)$研发上每年投350万以上，手握85项专利。出的加热钓鱼椅、电动推车这些新品挺有想法，爆款钓鱼沙发椅一年卖万件，产品创新能力可以[爱你]

伐木的小猫

01-20

$极智嘉-W(02590)$ 接下来只要量能跟上，极智嘉大概率要开启一波主升浪

伐木的小猫

01-09

$天数智芯(09903)$ 天数的底还是很牢固的，不是基本面的问题，可以找机会上车

伐木的小猫

2025-12-18

$希迪智驾(03881)$ 这股基本面没问题，应该会拉伸点

伐木的小猫

2025-12-08

$找钢集团-W(06676)$当所有技术分析都失效时，剩下的支撑就是价值和人性的底线

伐木的小猫

2025-12-08

$极智嘉-W(02590)$ 股价在底部盘整有段时间了，看基本面能不能推动一下，继续关注

伐木的小猫

2025-11-07

$地平线机器人-W(09660)$股价震荡时，我选择关注公司的长期基本面

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这股基本面没问题，应该会拉伸点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512080828256736","isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508447258169976,"gmtCreate":1765163235412,"gmtModify":1765163237500,"author":{"id":"4215229620786780","authorId":"4215229620786780","name":"伐木的小猫","avatar":"https://static.tigerbbs.com/ac35b8affeb33746f93a410dd4d84a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215229620786780","idStr":"4215229620786780"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>当所有技术分析都失效时，剩下的支撑就是价值和人性的底线","listText":"<a 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股价在底部盘整有段时间了，看基本面能不能推动一下，继续关注","text":"$极智嘉-W(02590)$ 股价在底部盘整有段时间了，看基本面能不能推动一下，继续关注","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508447097290976","isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504692382560768,"gmtCreate":1764234509519,"gmtModify":1764234511690,"author":{"id":"4215229620786780","authorId":"4215229620786780","name":"伐木的小猫","avatar":"https://static.tigerbbs.com/ac35b8affeb33746f93a410dd4d84a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215229620786780","idStr":"4215229620786780"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 蔚来在研究电池用15年健康度还有85%的技术，长远看这是给车主省大钱，口碑差不了","listText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 蔚来在研究电池用15年健康度还有85%的技术，长远看这是给车主省大钱，口碑差不了","text":"$蔚来-SW(09866)$ 蔚来在研究电池用15年健康度还有85%的技术，长远看这是给车主省大钱，口碑差不了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/504692382560768","isVote":1,"tweetType":1,"viewCount":1624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503991955136976,"gmtCreate":1764078830502,"gmtModify":1764078833400,"author":{"id":"4215229620786780","authorId":"4215229620786780","name":"伐木的小猫","avatar":"https://static.tigerbbs.com/ac35b8affeb33746f93a410dd4d84a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215229620786780","idStr":"4215229620786780"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ </a>14.7%整车毛利率创三年新高，却是在行业价格战最惨烈的Q3达成，说明蔚来用ES8+L90的组合拳打出了溢价护城河，不是靠补贴返点硬拗的会计数字。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ </a>14.7%整车毛利率创三年新高，却是在行业价格战最惨烈的Q3达成，说明蔚来用ES8+L90的组合拳打出了溢价护城河，不是靠补贴返点硬拗的会计数字。","text":"$蔚来(NIO)$ $蔚来-SW(09866)$ 14.7%整车毛利率创三年新高，却是在行业价格战最惨烈的Q3达成，说明蔚来用ES8+L90的组合拳打出了溢价护城河，不是靠补贴返点硬拗的会计数字。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/503991955136976","repostId":"503969424957648","repostType":1,"repost":{"id":503969424957648,"gmtCreate":1764073904325,"gmtModify":1764082206073,"author":{"id":"4087602178931600","authorId":"4087602178931600","name":"杨不留行","avatar":"https://static.tigerbbs.com/eae974067125cf4a8b3fe37be4a5b81f","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087602178931600","idStr":"4087602178931600"},"themes":[],"title":"蔚来Q3财报超预期之后，市场该如何重新定价？","htmlText":"2025年11月25日，蔚来（NYSE:NIO；HKEX:9866；SGX:NIO）正式发布2025年第三季度财务报告。 数据不少，但我看完后的第一感觉是：市场对蔚来的定价，可能要变天了。 三季度，蔚来公司共交付新车87,071台，同比增长40.8%，环比增长20.8%；营收达到217.9亿元，同比增长16.7%，环比增长14.7%，交付量与营收均创下新高；整车毛利率达到14.7%，综合毛利率达到13.9%，毛利率水平创下近三年新高。 市场的喧嚣与质疑，在这样一份无可辩驳的成绩单面前，显得如此苍白：这份财报宣告了那个通过持续研发和基础设施投入，一度被市场质疑的蔚来，已经正式跨入了收获期。 一个问题油然而生：那个曾经被戏谑需要进“ICU”的蔚来，是如何在短短几年内，快速崛起的？ 寇可往，我亦可往。 如果你只看到了“量”的增长，那就太浅了。这次财报最核心的信号，是“质”的飞跃——综合毛利率13.9%，整车毛利率14.7%，双双创下近三年新高。简单来说，这意味着蔚来不仅卖得更多，而且每卖一辆车，也赚得更多了。 这种“量价齐飞”的健康增长模式，是任何一家公司梦寐以求的状态。 更值得注意的是，蔚来的现金储备达到了367亿，相比二季度的272亿，一个季度净增近百亿。 夸张吗？在当下这个竞争激烈的市场，现金流就是企业的生命线和底气。这笔钱不是靠融资，而是靠扎实的业务经营“挣”回来的。说明蔚来的运营体系效率正在持续提高，自我造血能力显著增强。依靠这种强大的经营弹性，全力争取四季度实现盈亏平衡的目标，在我看来，已经不是一句口号，而是水到渠成的事。 那么，支撑这一切的底层逻辑是什么？是昙花一现的爆款，还是体系化能力的必然结果？ 答案显然是后者。蔚来的增长，来自于旗舰产品的驱动，更源于对市场结构性拐点的精准把握。 先看蔚来品牌本身。全新ES8，作为40万元以上的高端纯电旗舰，仅用41天就交付破万","listText":"2025年11月25日，蔚来（NYSE:NIO；HKEX:9866；SGX:NIO）正式发布2025年第三季度财务报告。 数据不少，但我看完后的第一感觉是：市场对蔚来的定价，可能要变天了。 三季度，蔚来公司共交付新车87,071台，同比增长40.8%，环比增长20.8%；营收达到217.9亿元，同比增长16.7%，环比增长14.7%，交付量与营收均创下新高；整车毛利率达到14.7%，综合毛利率达到13.9%，毛利率水平创下近三年新高。 市场的喧嚣与质疑，在这样一份无可辩驳的成绩单面前，显得如此苍白：这份财报宣告了那个通过持续研发和基础设施投入，一度被市场质疑的蔚来，已经正式跨入了收获期。 一个问题油然而生：那个曾经被戏谑需要进“ICU”的蔚来，是如何在短短几年内，快速崛起的？ 寇可往，我亦可往。 如果你只看到了“量”的增长，那就太浅了。这次财报最核心的信号，是“质”的飞跃——综合毛利率13.9%，整车毛利率14.7%，双双创下近三年新高。简单来说，这意味着蔚来不仅卖得更多，而且每卖一辆车，也赚得更多了。 这种“量价齐飞”的健康增长模式，是任何一家公司梦寐以求的状态。 更值得注意的是，蔚来的现金储备达到了367亿，相比二季度的272亿，一个季度净增近百亿。 夸张吗？在当下这个竞争激烈的市场，现金流就是企业的生命线和底气。这笔钱不是靠融资，而是靠扎实的业务经营“挣”回来的。说明蔚来的运营体系效率正在持续提高，自我造血能力显著增强。依靠这种强大的经营弹性，全力争取四季度实现盈亏平衡的目标，在我看来，已经不是一句口号，而是水到渠成的事。 那么，支撑这一切的底层逻辑是什么？是昙花一现的爆款，还是体系化能力的必然结果？ 答案显然是后者。蔚来的增长，来自于旗舰产品的驱动，更源于对市场结构性拐点的精准把握。 先看蔚来品牌本身。全新ES8，作为40万元以上的高端纯电旗舰，仅用41天就交付破万","text":"2025年11月25日，蔚来（NYSE:NIO；HKEX:9866；SGX:NIO）正式发布2025年第三季度财务报告。 数据不少，但我看完后的第一感觉是：市场对蔚来的定价，可能要变天了。 三季度，蔚来公司共交付新车87,071台，同比增长40.8%，环比增长20.8%；营收达到217.9亿元，同比增长16.7%，环比增长14.7%，交付量与营收均创下新高；整车毛利率达到14.7%，综合毛利率达到13.9%，毛利率水平创下近三年新高。 市场的喧嚣与质疑，在这样一份无可辩驳的成绩单面前，显得如此苍白：这份财报宣告了那个通过持续研发和基础设施投入，一度被市场质疑的蔚来，已经正式跨入了收获期。 一个问题油然而生：那个曾经被戏谑需要进“ICU”的蔚来，是如何在短短几年内，快速崛起的？ 寇可往，我亦可往。 如果你只看到了“量”的增长，那就太浅了。这次财报最核心的信号，是“质”的飞跃——综合毛利率13.9%，整车毛利率14.7%，双双创下近三年新高。简单来说，这意味着蔚来不仅卖得更多，而且每卖一辆车，也赚得更多了。 这种“量价齐飞”的健康增长模式，是任何一家公司梦寐以求的状态。 更值得注意的是，蔚来的现金储备达到了367亿，相比二季度的272亿，一个季度净增近百亿。 夸张吗？在当下这个竞争激烈的市场，现金流就是企业的生命线和底气。这笔钱不是靠融资，而是靠扎实的业务经营“挣”回来的。说明蔚来的运营体系效率正在持续提高，自我造血能力显著增强。依靠这种强大的经营弹性，全力争取四季度实现盈亏平衡的目标，在我看来，已经不是一句口号，而是水到渠成的事。 那么，支撑这一切的底层逻辑是什么？是昙花一现的爆款，还是体系化能力的必然结果？ 答案显然是后者。蔚来的增长，来自于旗舰产品的驱动，更源于对市场结构性拐点的精准把握。 先看蔚来品牌本身。全新ES8，作为40万元以上的高端纯电旗舰，仅用41天就交付破万","images":[{"img":"https://static.tigerbbs.com/46c70c1c87c5f4a9a17ed23e21ad3899","width":"265","height":"595"},{"img":"https://static.tigerbbs.com/5c393398a25d2790a2c52ef777a5175f","width":"575","height":"595"},{"img":"https://static.tigerbbs.com/f83e619ae7d331ae51fd0fec7e4aa990","width":"475","height":"525"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503969424957648","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3614,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4109128063301460","authorId":"4109128063301460","name":"量化大師公","avatar":"https://static.tigerbbs.com/01dc4c52ceaf1187368708f0d1e3f3ee","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4109128063301460","idStr":"4109128063301460"},"content":"绝对的超预期，q3不包含高毛利的es8，q4支出减少5亿，毛利提升到18%","text":"绝对的超预期，q3不包含高毛利的es8，q4支出减少5亿，毛利提升到18%","html":"绝对的超预期，q3不包含高毛利的es8，q4支出减少5亿，毛利提升到18%"},{"author":{"id":"4131099773785980","authorId":"4131099773785980","name":"百步","avatar":"https://static.tigerbbs.com/41856e8cfdf2adcb5b3ab5486f0af727","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4131099773785980","idStr":"4131099773785980"},"content":"市场自然会定价，不急","text":"市场自然会定价，不急","html":"市场自然会定价，不急"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497488747705168,"gmtCreate":1762480007581,"gmtModify":1762480009406,"author":{"id":"4215229620786780","authorId":"4215229620786780","name":"伐木的小猫","avatar":"https://static.tigerbbs.com/ac35b8affeb33746f93a410dd4d84a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215229620786780","idStr":"4215229620786780"},"themes":[],"title":"","htmlText":"<a 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业绩预告落地后，筹码清洗接近尾声了。","text":"$极智嘉-W(02590)$ 业绩预告落地后，筹码清洗接近尾声了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464925356957872","isVote":1,"tweetType":1,"viewCount":857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457801007399232,"gmtCreate":1752805083051,"gmtModify":1752805660217,"author":{"id":"4215229620786780","authorId":"4215229620786780","name":"伐木的小猫","avatar":"https://static.tigerbbs.com/ac35b8affeb33746f93a410dd4d84a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215229620786780","idStr":"4215229620786780"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$</a> 严重低估，对比A股AI概念股，云知声作为纯正大模型标的，估值至少应有50%修复空间，聪明资金已经开始布局。","listText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$</a> 严重低估，对比A股AI概念股，云知声作为纯正大模型标的，估值至少应有50%修复空间，聪明资金已经开始布局。","text":"$云知声(09678)$ 严重低估，对比A股AI概念股，云知声作为纯正大模型标的，估值至少应有50%修复空间，聪明资金已经开始布局。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457801007399232","isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455116420604704,"gmtCreate":1752130690508,"gmtModify":1752130964679,"author":{"id":"4215229620786780","authorId":"4215229620786780","name":"伐木的小猫","avatar":"https://static.tigerbbs.com/ac35b8affeb33746f93a410dd4d84a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215229620786780","idStr":"4215229620786780"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> Granite Asia执行董事早在2015年至2016年间，基金就已在接触极智嘉，到2019年决定出手投资，说明其产品能力在国内已经做到最强，其团队也展现出坚决的态度和足够的能力开拓海外市场，现在70%收入来自海外；毛利率34.8%，足以说明极智嘉妥妥的优质标。","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> Granite 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ </a>14.7%整车毛利率创三年新高，却是在行业价格战最惨烈的Q3达成，说明蔚来用ES8+L90的组合拳打出了溢价护城河，不是靠补贴返点硬拗的会计数字。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ </a>14.7%整车毛利率创三年新高，却是在行业价格战最惨烈的Q3达成，说明蔚来用ES8+L90的组合拳打出了溢价护城河，不是靠补贴返点硬拗的会计数字。","text":"$蔚来(NIO)$ $蔚来-SW(09866)$ 14.7%整车毛利率创三年新高，却是在行业价格战最惨烈的Q3达成，说明蔚来用ES8+L90的组合拳打出了溢价护城河，不是靠补贴返点硬拗的会计数字。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/503991955136976","repostId":"503969424957648","repostType":1,"repost":{"id":503969424957648,"gmtCreate":1764073904325,"gmtModify":1764082206073,"author":{"id":"4087602178931600","authorId":"4087602178931600","name":"杨不留行","avatar":"https://static.tigerbbs.com/eae974067125cf4a8b3fe37be4a5b81f","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087602178931600","idStr":"4087602178931600"},"themes":[],"title":"蔚来Q3财报超预期之后，市场该如何重新定价？","htmlText":"2025年11月25日，蔚来（NYSE:NIO；HKEX:9866；SGX:NIO）正式发布2025年第三季度财务报告。 数据不少，但我看完后的第一感觉是：市场对蔚来的定价，可能要变天了。 三季度，蔚来公司共交付新车87,071台，同比增长40.8%，环比增长20.8%；营收达到217.9亿元，同比增长16.7%，环比增长14.7%，交付量与营收均创下新高；整车毛利率达到14.7%，综合毛利率达到13.9%，毛利率水平创下近三年新高。 市场的喧嚣与质疑，在这样一份无可辩驳的成绩单面前，显得如此苍白：这份财报宣告了那个通过持续研发和基础设施投入，一度被市场质疑的蔚来，已经正式跨入了收获期。 一个问题油然而生：那个曾经被戏谑需要进“ICU”的蔚来，是如何在短短几年内，快速崛起的？ 寇可往，我亦可往。 如果你只看到了“量”的增长，那就太浅了。这次财报最核心的信号，是“质”的飞跃——综合毛利率13.9%，整车毛利率14.7%，双双创下近三年新高。简单来说，这意味着蔚来不仅卖得更多，而且每卖一辆车，也赚得更多了。 这种“量价齐飞”的健康增长模式，是任何一家公司梦寐以求的状态。 更值得注意的是，蔚来的现金储备达到了367亿，相比二季度的272亿，一个季度净增近百亿。 夸张吗？在当下这个竞争激烈的市场，现金流就是企业的生命线和底气。这笔钱不是靠融资，而是靠扎实的业务经营“挣”回来的。说明蔚来的运营体系效率正在持续提高，自我造血能力显著增强。依靠这种强大的经营弹性，全力争取四季度实现盈亏平衡的目标，在我看来，已经不是一句口号，而是水到渠成的事。 那么，支撑这一切的底层逻辑是什么？是昙花一现的爆款，还是体系化能力的必然结果？ 答案显然是后者。蔚来的增长，来自于旗舰产品的驱动，更源于对市场结构性拐点的精准把握。 先看蔚来品牌本身。全新ES8，作为40万元以上的高端纯电旗舰，仅用41天就交付破万","listText":"2025年11月25日，蔚来（NYSE:NIO；HKEX:9866；SGX:NIO）正式发布2025年第三季度财务报告。 数据不少，但我看完后的第一感觉是：市场对蔚来的定价，可能要变天了。 三季度，蔚来公司共交付新车87,071台，同比增长40.8%，环比增长20.8%；营收达到217.9亿元，同比增长16.7%，环比增长14.7%，交付量与营收均创下新高；整车毛利率达到14.7%，综合毛利率达到13.9%，毛利率水平创下近三年新高。 市场的喧嚣与质疑，在这样一份无可辩驳的成绩单面前，显得如此苍白：这份财报宣告了那个通过持续研发和基础设施投入，一度被市场质疑的蔚来，已经正式跨入了收获期。 一个问题油然而生：那个曾经被戏谑需要进“ICU”的蔚来，是如何在短短几年内，快速崛起的？ 寇可往，我亦可往。 如果你只看到了“量”的增长，那就太浅了。这次财报最核心的信号，是“质”的飞跃——综合毛利率13.9%，整车毛利率14.7%，双双创下近三年新高。简单来说，这意味着蔚来不仅卖得更多，而且每卖一辆车，也赚得更多了。 这种“量价齐飞”的健康增长模式，是任何一家公司梦寐以求的状态。 更值得注意的是，蔚来的现金储备达到了367亿，相比二季度的272亿，一个季度净增近百亿。 夸张吗？在当下这个竞争激烈的市场，现金流就是企业的生命线和底气。这笔钱不是靠融资，而是靠扎实的业务经营“挣”回来的。说明蔚来的运营体系效率正在持续提高，自我造血能力显著增强。依靠这种强大的经营弹性，全力争取四季度实现盈亏平衡的目标，在我看来，已经不是一句口号，而是水到渠成的事。 那么，支撑这一切的底层逻辑是什么？是昙花一现的爆款，还是体系化能力的必然结果？ 答案显然是后者。蔚来的增长，来自于旗舰产品的驱动，更源于对市场结构性拐点的精准把握。 先看蔚来品牌本身。全新ES8，作为40万元以上的高端纯电旗舰，仅用41天就交付破万","text":"2025年11月25日，蔚来（NYSE:NIO；HKEX:9866；SGX:NIO）正式发布2025年第三季度财务报告。 数据不少，但我看完后的第一感觉是：市场对蔚来的定价，可能要变天了。 三季度，蔚来公司共交付新车87,071台，同比增长40.8%，环比增长20.8%；营收达到217.9亿元，同比增长16.7%，环比增长14.7%，交付量与营收均创下新高；整车毛利率达到14.7%，综合毛利率达到13.9%，毛利率水平创下近三年新高。 市场的喧嚣与质疑，在这样一份无可辩驳的成绩单面前，显得如此苍白：这份财报宣告了那个通过持续研发和基础设施投入，一度被市场质疑的蔚来，已经正式跨入了收获期。 一个问题油然而生：那个曾经被戏谑需要进“ICU”的蔚来，是如何在短短几年内，快速崛起的？ 寇可往，我亦可往。 如果你只看到了“量”的增长，那就太浅了。这次财报最核心的信号，是“质”的飞跃——综合毛利率13.9%，整车毛利率14.7%，双双创下近三年新高。简单来说，这意味着蔚来不仅卖得更多，而且每卖一辆车，也赚得更多了。 这种“量价齐飞”的健康增长模式，是任何一家公司梦寐以求的状态。 更值得注意的是，蔚来的现金储备达到了367亿，相比二季度的272亿，一个季度净增近百亿。 夸张吗？在当下这个竞争激烈的市场，现金流就是企业的生命线和底气。这笔钱不是靠融资，而是靠扎实的业务经营“挣”回来的。说明蔚来的运营体系效率正在持续提高，自我造血能力显著增强。依靠这种强大的经营弹性，全力争取四季度实现盈亏平衡的目标，在我看来，已经不是一句口号，而是水到渠成的事。 那么，支撑这一切的底层逻辑是什么？是昙花一现的爆款，还是体系化能力的必然结果？ 答案显然是后者。蔚来的增长，来自于旗舰产品的驱动，更源于对市场结构性拐点的精准把握。 先看蔚来品牌本身。全新ES8，作为40万元以上的高端纯电旗舰，仅用41天就交付破万","images":[{"img":"https://static.tigerbbs.com/46c70c1c87c5f4a9a17ed23e21ad3899","width":"265","height":"595"},{"img":"https://static.tigerbbs.com/5c393398a25d2790a2c52ef777a5175f","width":"575","height":"595"},{"img":"https://static.tigerbbs.com/f83e619ae7d331ae51fd0fec7e4aa990","width":"475","height":"525"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503969424957648","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3614,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4109128063301460","authorId":"4109128063301460","name":"量化大師公","avatar":"https://static.tigerbbs.com/01dc4c52ceaf1187368708f0d1e3f3ee","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4109128063301460","idStr":"4109128063301460"},"content":"绝对的超预期，q3不包含高毛利的es8，q4支出减少5亿，毛利提升到18%","text":"绝对的超预期，q3不包含高毛利的es8，q4支出减少5亿，毛利提升到18%","html":"绝对的超预期，q3不包含高毛利的es8，q4支出减少5亿，毛利提升到18%"},{"author":{"id":"4131099773785980","authorId":"4131099773785980","name":"百步","avatar":"https://static.tigerbbs.com/41856e8cfdf2adcb5b3ab5486f0af727","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4131099773785980","idStr":"4131099773785980"},"content":"市场自然会定价，不急","text":"市场自然会定价，不急","html":"市场自然会定价，不急"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504692382560768,"gmtCreate":1764234509519,"gmtModify":1764234511690,"author":{"id":"4215229620786780","authorId":"4215229620786780","name":"伐木的小猫","avatar":"https://static.tigerbbs.com/ac35b8affeb33746f93a410dd4d84a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215229620786780","idStr":"4215229620786780"},"themes":[],"title":"","htmlText":"<a 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