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芝麻开花99
芝麻开花节节高。
IP属地:上海
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芝麻开花99
芝麻开花99
·
06-14
02256具有十倍以上潜力
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芝麻开花99
芝麻开花99
·
2023-10-12
$Tempest Therapeutics Inc.(TPST)$
现金只能再撑两个季度,如何把药品研发下去?
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1,562
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芝麻开花99
芝麻开花99
·
2023-07-19
我们拭目以待他怎么趴下[笑哭] ,潮水退去都在裸泳
小鹏汽车-W(09868)销量环比爬坡向上,智驾科技发力进行时
从周度上险数据来看,7月第二周环比持续增长,得益于小鹏汽车扶摇架构推出,整车性能及智能化模块提升,城市NGP加速落地,新平台车型G6入门款下探至20.99万元产品综合性价比优势突出,多因素共同催化,销量稳步上行。新车型陆续释放,销量上行可期:小鹏预计在2023H2推出全新MPV车型X9和SUV车型G7,在新车和P7i、G6的共同驱动下,我们预计全年有望交付13万辆,实现销量和利润率的同步上行。
小鹏汽车-W(09868)销量环比爬坡向上,智驾科技发力进行时
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芝麻开花99
芝麻开花99
·
2023-05-19
$Viatris Inc.(VTRS)$
股息率超过5%,市盈率预计下降到4倍以下,经营现金流是利润的3倍,资产负债持续下降中,这是大白马啊
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芝麻开花99
芝麻开花99
·
2023-05-10
$Viatris Inc.(VTRS)$
等它翻倍了再看看要不要出来
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芝麻开花99
芝麻开花99
·
2023-03-14
$巴西石油公司(PBR)$
为啥市盈率这么低?
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芝麻开花99
芝麻开花99
·
2022-12-14
$小鹏汽车(XPEV)$
价格和价值背离做空就有机会
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芝麻开花99
芝麻开花99
·
2022-12-14
$Viatris Inc.(VTRS)$
坚持价值投资可以有稳定的客观的回报,还可以安心持有!
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芝麻开花99
芝麻开花99
·
2022-12-06
$小鹏汽车(XPEV)$
看他起高楼,看他楼塌了
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芝麻开花99
芝麻开花99
·
2022-12-02
$小鹏汽车(XPEV)$
来举杠铃的真多[笑哭]
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href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>交付量为8620辆,同比下降43.6%,环比增长14.8%。</p><p>G6开启交付,P7i持续发力:从销量结构来看,2023年6月小鹏G态6,实销现量量潜产力交仍付未,释销放量。为小24鹏4辆P7,i持续发力6,已连续,4月成为小鹏状畅销车型,6月实现销量5196辆,占6月总销量的60.3%。从周度上险数据来看,7月第二周环比持续增长,得益于小鹏汽车扶摇架构推出,整车性能及<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>化模块提升,城市NGP加速落地,新平台车型G6入门款下探至20.99万元产品综合性价比优势突出,多因素共同催化,销量稳步上行。</p><p>扶摇架构赋能,城市NGP加速落地:2023年4月小鹏汽车推出SEPA2.0“扶摇”全域智能进化架构,兼容全类型产品。新架构下,性能模块集成前后一体式压铸+CIB电池车身一体化+XPOWER3.0动力系统,智能化模块集成X-EEA电子电器架构+XNGP智能辅助驾驶系统+XmartOS车载智能系统,实现新车研发周期缩短20%,零部件通用化率提升80%,车型迭代速率更快,持续保障车型竞争力。此外,截至6月小鹏成功在北上广深四个城市落地城市NGP功能,在全国开放红绿灯识别和快速通过路口能力,预计年底小鹏城市NGP覆盖50座城市,2024年完成全场景智能驾驶功能闭环。</p><p>新车型陆续释放,销量上行可期:小鹏预计在2023H2推出全新MPV车型X9和SUV车型G7,在新车和P7i、G6的共同驱动下,我们预计全年有望交付13万辆,实现销量和利润率的同步上行。我们认为,在行业复苏、平台升级、新车问世和城市NGP落地加速等因素共同驱动下,公司Q3月销有望突破1.5万辆,并于Q4冲刺月销2万辆。</p><p>盈利预测与估值:预计公司2023-2025年公司实现营收346.5/569.6/801.8亿元,2023-2025年实现归母<span>净利润</span>为-81.3/-66.0/-33.7亿元,对应2023年7月18日港股收盘价的PS分别为2.62/1.59/1.13倍。</p><p>风险提示:原材料价格波动、价格战超预期、需求不及预期等。</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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023071914301783d0fc72&s=b><strong>太平洋证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>事件:7月18日,7月第二周周度上险数据公布,小鹏周度上险量为0.21万辆,同比增长39.3%,环比增长68.9%;从月度数据来看,2023年6月小鹏汽车交付量为8620辆,同比下降43.6%,环比增长14.8%。G6开启交付,P7i持续发力:从销量结构来看,2023年6月小鹏G态6,实销现量量潜产力交仍付未,释销放量。为小24鹏4辆P7,i持续发力6,已连续,4月成为小鹏状畅销车型,6月实现销量...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023071914301783d0fc72&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","BK4551":"寇图资本持仓","BK4099":"汽车制造商","XPEV":"小鹏汽车","BK4526":"热门中概股","BK4505":"高瓴资本持仓","09868":"小鹏汽车-W","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023071914301783d0fc72&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2352709223","content_text":"事件:7月18日,7月第二周周度上险数据公布,小鹏周度上险量为0.21万辆,同比增长39.3%,环比增长68.9%;从月度数据来看,2023年6月小鹏汽车交付量为8620辆,同比下降43.6%,环比增长14.8%。G6开启交付,P7i持续发力:从销量结构来看,2023年6月小鹏G态6,实销现量量潜产力交仍付未,释销放量。为小24鹏4辆P7,i持续发力6,已连续,4月成为小鹏状畅销车型,6月实现销量5196辆,占6月总销量的60.3%。从周度上险数据来看,7月第二周环比持续增长,得益于小鹏汽车扶摇架构推出,整车性能及智能化模块提升,城市NGP加速落地,新平台车型G6入门款下探至20.99万元产品综合性价比优势突出,多因素共同催化,销量稳步上行。扶摇架构赋能,城市NGP加速落地:2023年4月小鹏汽车推出SEPA2.0“扶摇”全域智能进化架构,兼容全类型产品。新架构下,性能模块集成前后一体式压铸+CIB电池车身一体化+XPOWER3.0动力系统,智能化模块集成X-EEA电子电器架构+XNGP智能辅助驾驶系统+XmartOS车载智能系统,实现新车研发周期缩短20%,零部件通用化率提升80%,车型迭代速率更快,持续保障车型竞争力。此外,截至6月小鹏成功在北上广深四个城市落地城市NGP功能,在全国开放红绿灯识别和快速通过路口能力,预计年底小鹏城市NGP覆盖50座城市,2024年完成全场景智能驾驶功能闭环。新车型陆续释放,销量上行可期:小鹏预计在2023H2推出全新MPV车型X9和SUV车型G7,在新车和P7i、G6的共同驱动下,我们预计全年有望交付13万辆,实现销量和利润率的同步上行。我们认为,在行业复苏、平台升级、新车问世和城市NGP落地加速等因素共同驱动下,公司Q3月销有望突破1.5万辆,并于Q4冲刺月销2万辆。盈利预测与估值:预计公司2023-2025年公司实现营收346.5/569.6/801.8亿元,2023-2025年实现归母净利润为-81.3/-66.0/-33.7亿元,对应2023年7月18日港股收盘价的PS分别为2.62/1.59/1.13倍。风险提示:原材料价格波动、价格战超预期、需求不及预期等。","news_type":1,"symbols_score_info":{"09868":0.9,"EVS.SI":0.6,"XPEV":1}},"isVote":1,"tweetType":1,"viewCount":1925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652686864,"gmtCreate":1684487287158,"gmtModify":1684487288762,"author":{"id":"223491818026260","authorId":"223491818026260","name":"芝麻开花99","avatar":"https://static.tigerbbs.com/8e74d5167c27b31010790fbadd5a3a32","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"223491818026260","authorIdStr":"223491818026260"},"themes":[],"htmlText":"<a 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