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- 红木子红木子
  ·08-29
  活下去才是硬道理
  财报前瞻 | 蔚来Q2交付7.2万辆，营收预计达199亿，盈利承诺成焦点
  而在此前公司财测中，$蔚来$预计第二季度交付量将在7.2万至7.5万辆之间，同比增长25.5%至30.7%，环比增长71%至78%；营收指引则在195.13亿元至200.68亿元之间，同比增长11.8%至15.0%。市场预计其Q2仍将录得每股亏损约2.17元，尚未接近盈亏平衡点。Q2财报不仅是一份业绩答卷，更是一场信任测验。
  财报前瞻 | 蔚来Q2交付7.2万辆，营收预计达199亿，盈利承诺成焦点
  538 评论
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- 红木子红木子
  ·08-26
  $蔚来-SW(09866)$
  423 评论
  2
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- 红木子红木子
  ·06-27
  伤痕
  1,005 评论
  1
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- 红木子红木子
  ·05-13
  这篇文章不错，转发给大家看看
  理想汽车：2025年第19周，理想汽车周销量0.82万辆。
  理想汽车：2025年第19周，理想汽车周销量0.82万辆。
  理想汽车：2025年第19周，理想汽车周销量0.82万辆。
  975 评论
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- 红木子红木子
  ·01-17
  $蔚来(NIO)$ 多卖车才是硬道理，别的品牌没有换电站不能换电卖的比你好，这怎么解释？
  2,844 1
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- 红木子红木子
  ·01-16
  $蔚来-SW(09866)$ 蔚来怎么了我们不关心你安装了多少换电站，多少高科技，我们只关心你卖了多少辆车🚗
  1,419 评论
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- 红木子红木子
  ·2024-09-25
  $蔚来(NIO)$ 假如蔚来没有换电站他能赢了吗？
  3,178 2
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- 红木子红木子
  ·2023-08-31
  我想问一句你开过蔚来吗？
  非常抱歉，此主贴已删除
  6,622 评论
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- 红木子红木子
  ·2022-06-02
  $公牛集团(603195)$lyue
  2,796 评论
  点赞
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- 红木子红木子
  ·2021-10-20
  $百世集团(BEST)$怎么样
  4,314 2
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11:50","market":"us","language":"zh","title":"财报前瞻 | 蔚来Q2交付7.2万辆，营收预计达199亿，盈利承诺成焦点","url":"https://stock-news.laohu8.com/highlight/detail?id=1176024294","media":"财报Agent","summary":"而在此前公司财测中，$蔚来$预计第二季度交付量将在7.2万至7.5万辆之间，同比增长25.5%至30.7%，环比增长71%至78%；营收指引则在195.13亿元至200.68亿元之间，同比增长11.8%至15.0%。市场预计其Q2仍将录得每股亏损约2.17元，尚未接近盈亏平衡点。Q2财报不仅是一份业绩答卷，更是一场信任测验。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>将于9月2日美股盘前公布2025年第二季度财报。市场焦点已从“能否活下去”转向“何时真正转盈”。这一财报将是决定全年业绩走势、甚至资本市场是否给予其重新定价的关键节点。</p><p>根据彭博社一致预期，公司<a href=\"https://laohu8.com/S/QTWO\">Q2</a>营收预计为199.6亿元人民币，同比增长14.4%；调整后每股亏损预计为2.17元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/007de8bf81cfc52186e67754616743af\" title=\"\" tg-width=\"1207\" tg-height=\"407\"/></p><p>而在此前公司财测中，<a href=\"https://laohu8.com/S/09866\">蔚来</a>预计第二季度交付量将在7.2万至7.5万辆之间，同比增长25.5%至30.7%，环比增长71%至78%；营收指引则在195.13亿元至200.68亿元之间，同比增长11.8%至15.0%。</p><h3 id=\"id_3742321244\">一、销量回暖，Q2营收或迎阶段性高点</h3><p>从实际交付数据来看，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>Q2交付72,056辆新车<em>，</em>同比增长25.6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d49a51cc9db2bf0592168d3a525256a1\" title=\"\" tg-width=\"1579\" tg-height=\"138\"/></p><p>这轮销量反弹背后，有两大核心动因：</p><h3 id=\"id_2663894462\">1. 品牌矩阵加速落地</h3><p>除了主品牌蔚来，乐道与萤火虫两大新品牌于6月正式放量，为整体交付贡献显著。其中，乐道L60精准定位主流家庭市场，瞄准20–30万元区间，成为销量增长的新引擎。</p><h3 id=\"id_3406494588\">2. 产品力与智能化的持续领先</h3><p>基于NT2.0平台的车型在智能座舱、驾驶辅助与操控性能上持续进化，全系标配的换电能力也大幅提升了用户粘性与复购率。</p><p>销量回暖带动营收回升，但真正决定市场信心的，仍是盈利能力的改善。</p><h2 id=\"id_3722422543\">二、盈利仍在路上：蔚来必须兑现“Q4盈利”承诺</h2><p>尽管销量持续刷新历史纪录，蔚来依旧深陷亏损泥潭，盈利之路尚未完全显现曙光。市场普遍预计其2025财年第二季度仍将录得每股亏损约2.17元，距离盈亏平衡仍有较大差距。</p><p>回顾第一季度，蔚来营收达到120.35亿元，同比增长21%，但环比大幅下滑38.9%；净亏损则达到67.5亿元，同比扩大30.2%，环比仅小幅收窄5.1%。这反映出在宏观经济压力和行业周期波动的双重影响下，公司盈利承压依旧明显。</p><p>尽管交付量表现亮眼，一季度新车交付42,094辆，同比增长超40%，但因季节因素和产品更新周期，环比下降42.1%。这一点也折射出蔚来在销售节奏上的波动性，短期盈利稳定性尚需加强。</p><p>更令人担忧的是，亏损规模依旧高企：</p><ul style=\"\"><li><p>每股亏损达3.29元，处于较高水平；</p></li><li><p>扣除股权激励后，调整后净亏损仍高达62.8亿元，同比扩大28.1%。</p></li></ul><p>面对这一巨大盈利压力，蔚来管理层公开承诺将于2025年第四季度实现盈亏平衡，并提出四大硬性财务与运营指标作为实现目标的保障。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d1c6be1690ce3dc13ca801ce4d5cdd\" title=\"\" tg-width=\"876\" tg-height=\"250\"/></p><p>从目前数据来看，销量增长正逐步接近目标，Q2毛利率预计有望反弹至10%以上，这对缓解亏损压力是积极信号。但要实现真正盈利，蔚来仍面临成本控制、毛利提升及运营效率协同等多重挑战，任何一环失控都可能拖累整体进程。</p><h2 id=\"id_1967105210\">三、自研、降本与定价：盈利路径逐步清晰</h2><p>与过去依赖高额补贴和快速扩张的“高举高打”战略不同，蔚来正通过“技术创新+精细化管理”双轮驱动，探索更务实且可持续的盈利模型。</p><ol start=\"1\" style=\"\"><li><p><strong>自研体系逐步落地</strong></p><p>蔚来在核心硬件自主研发上的投入初见成效：</p><ul style=\"\"><li><p>激光雷达主控芯片和座舱芯片已实现自主研发，降低对外部供应链依赖；</p></li><li><p>单车硬件成本降低超过1万元；</p></li><li><p>关键三大系统——操作系统、智能驾驶系统、底盘控制系统实现自主可控，大幅压缩供应链成本风险。</p></li></ul></li><li><p><strong>降本控费成效初显</strong></p><p>公司在费用管控方面持续发力：</p><ul style=\"\"><li><p>销售及管理费用逐步下降，控制开支更为精准；</p></li><li><p>直营销售体系趋于收敛，重点提升坪效及用户生命周期价值；</p></li><li><p>服务网络优化，避免资源无效扩张，提升整体运营效率。</p></li></ul></li><li><p><strong>产品定价策略更接地气</strong></p><p>蔚来正调整定价策略，聚焦性价比：</p><ul style=\"\"><li><p>不再盲目追求高价，比如乐道L60定价较特斯拉Model Y低约10%，却在智能化配置上实现差异化优势；</p></li><li><p>更注重“价格力”与“市场渗透率”，提升产品转化效率，加速市场占有率扩展。</p></li></ul></li></ol><p>总体来看，蔚来正在着力解决三大核心痛点：单车毛利不足、费用结构过重以及产品定价与市场需求错位。虽然这些调整尚需时间兑现成效，但盈利路径日渐明朗。</p><h2 id=\"id_1085155004\">四、市场重估蔚来：不再唱衰，但必须兑现</h2><p>进入2025年下半年，蔚来股价自年初低点反弹近一倍，市场情绪明显转向积极。投资者对其未来前景的认知也由“濒临危机”逐渐转变为“具备翻盘潜力”。</p><p><strong>机构态度趋于乐观</strong></p><p>摩根士丹利（Morgan Stanley）近期将蔚来评级从“持有”上调至“增持”，理由是“盈利路径日益清晰，销量具备持续放量能力”。</p><p>然而，市场普遍认为本轮股价上涨更多是“预期修复”而非业绩根本性改善。换句话说，蔚来能否真正兑现盈利承诺，将成为驱动后续行情的核心变量。</p><p><strong>未来几个关键观察点包括：</strong></p><ul style=\"\"><li><p>盈利亏损是否继续环比收窄，亏损幅度能否得到有效控制；</p></li><li><p>毛利率是否保持持续改善趋势，反映出成本控制与产品定价的有效性；</p></li><li><p>第三季度交付量能否延续增长势头，支撑收入稳健增长；</p></li><li><p>第四季度盈利目标是否得到重申或甚至上调，验证管理层执行力。</p></li></ul><h2 id=\"id_3081398121\">总结：从“活下去”到“活得好”，蔚来的战役才刚开始</h2><p>蔚来已逐步走出最艰难的生存困境，但要进入持续盈利的良性循环，仍需一次次用财报数据赢得资本市场的信任。财报不仅是业绩的答卷，更是一次信任的测验。</p><p>投资者和市场将通过即将发布的2025财年第二季度财报，判断蔚来究竟是“兑现承诺的少数企业”，还是陷入“故事讲述的惯性循环”。</p><p>这份财报的成败，将决定蔚来未来能否真正从增长故事走向盈利范式转型。答案将在9月2日揭晓。</p><p><em>此内容基于tiger AI及彭博数据生成，内容仅供参考。</em></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>财报前瞻 | 蔚来Q2交付7.2万辆，营收预计达199亿，盈利承诺成焦点</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; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { 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财报前瞻 | 蔚来Q2交付7.2万辆，营收预计达199亿，盈利承诺成焦点\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2025-08-28 11:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>将于9月2日美股盘前公布2025年第二季度财报。市场焦点已从“能否活下去”转向“何时真正转盈”。这一财报将是决定全年业绩走势、甚至资本市场是否给予其重新定价的关键节点。</p><p>根据彭博社一致预期，公司<a href=\"https://laohu8.com/S/QTWO\">Q2</a>营收预计为199.6亿元人民币，同比增长14.4%；调整后每股亏损预计为2.17元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/007de8bf81cfc52186e67754616743af\" title=\"\" tg-width=\"1207\" tg-height=\"407\"/></p><p>而在此前公司财测中，<a href=\"https://laohu8.com/S/09866\">蔚来</a>预计第二季度交付量将在7.2万至7.5万辆之间，同比增长25.5%至30.7%，环比增长71%至78%；营收指引则在195.13亿元至200.68亿元之间，同比增长11.8%至15.0%。</p><h3 id=\"id_3742321244\">一、销量回暖，Q2营收或迎阶段性高点</h3><p>从实际交付数据来看，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>Q2交付72,056辆新车<em>，</em>同比增长25.6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d49a51cc9db2bf0592168d3a525256a1\" title=\"\" tg-width=\"1579\" tg-height=\"138\"/></p><p>这轮销量反弹背后，有两大核心动因：</p><h3 id=\"id_2663894462\">1. 品牌矩阵加速落地</h3><p>除了主品牌蔚来，乐道与萤火虫两大新品牌于6月正式放量，为整体交付贡献显著。其中，乐道L60精准定位主流家庭市场，瞄准20–30万元区间，成为销量增长的新引擎。</p><h3 id=\"id_3406494588\">2. 产品力与智能化的持续领先</h3><p>基于NT2.0平台的车型在智能座舱、驾驶辅助与操控性能上持续进化，全系标配的换电能力也大幅提升了用户粘性与复购率。</p><p>销量回暖带动营收回升，但真正决定市场信心的，仍是盈利能力的改善。</p><h2 id=\"id_3722422543\">二、盈利仍在路上：蔚来必须兑现“Q4盈利”承诺</h2><p>尽管销量持续刷新历史纪录，蔚来依旧深陷亏损泥潭，盈利之路尚未完全显现曙光。市场普遍预计其2025财年第二季度仍将录得每股亏损约2.17元，距离盈亏平衡仍有较大差距。</p><p>回顾第一季度，蔚来营收达到120.35亿元，同比增长21%，但环比大幅下滑38.9%；净亏损则达到67.5亿元，同比扩大30.2%，环比仅小幅收窄5.1%。这反映出在宏观经济压力和行业周期波动的双重影响下，公司盈利承压依旧明显。</p><p>尽管交付量表现亮眼，一季度新车交付42,094辆，同比增长超40%，但因季节因素和产品更新周期，环比下降42.1%。这一点也折射出蔚来在销售节奏上的波动性，短期盈利稳定性尚需加强。</p><p>更令人担忧的是，亏损规模依旧高企：</p><ul style=\"\"><li><p>每股亏损达3.29元，处于较高水平；</p></li><li><p>扣除股权激励后，调整后净亏损仍高达62.8亿元，同比扩大28.1%。</p></li></ul><p>面对这一巨大盈利压力，蔚来管理层公开承诺将于2025年第四季度实现盈亏平衡，并提出四大硬性财务与运营指标作为实现目标的保障。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d1c6be1690ce3dc13ca801ce4d5cdd\" title=\"\" tg-width=\"876\" tg-height=\"250\"/></p><p>从目前数据来看，销量增长正逐步接近目标，Q2毛利率预计有望反弹至10%以上，这对缓解亏损压力是积极信号。但要实现真正盈利，蔚来仍面临成本控制、毛利提升及运营效率协同等多重挑战，任何一环失控都可能拖累整体进程。</p><h2 id=\"id_1967105210\">三、自研、降本与定价：盈利路径逐步清晰</h2><p>与过去依赖高额补贴和快速扩张的“高举高打”战略不同，蔚来正通过“技术创新+精细化管理”双轮驱动，探索更务实且可持续的盈利模型。</p><ol start=\"1\" style=\"\"><li><p><strong>自研体系逐步落地</strong></p><p>蔚来在核心硬件自主研发上的投入初见成效：</p><ul style=\"\"><li><p>激光雷达主控芯片和座舱芯片已实现自主研发，降低对外部供应链依赖；</p></li><li><p>单车硬件成本降低超过1万元；</p></li><li><p>关键三大系统——操作系统、智能驾驶系统、底盘控制系统实现自主可控，大幅压缩供应链成本风险。</p></li></ul></li><li><p><strong>降本控费成效初显</strong></p><p>公司在费用管控方面持续发力：</p><ul style=\"\"><li><p>销售及管理费用逐步下降，控制开支更为精准；</p></li><li><p>直营销售体系趋于收敛，重点提升坪效及用户生命周期价值；</p></li><li><p>服务网络优化，避免资源无效扩张，提升整体运营效率。</p></li></ul></li><li><p><strong>产品定价策略更接地气</strong></p><p>蔚来正调整定价策略，聚焦性价比：</p><ul style=\"\"><li><p>不再盲目追求高价，比如乐道L60定价较特斯拉Model Y低约10%，却在智能化配置上实现差异化优势；</p></li><li><p>更注重“价格力”与“市场渗透率”，提升产品转化效率，加速市场占有率扩展。</p></li></ul></li></ol><p>总体来看，蔚来正在着力解决三大核心痛点：单车毛利不足、费用结构过重以及产品定价与市场需求错位。虽然这些调整尚需时间兑现成效，但盈利路径日渐明朗。</p><h2 id=\"id_1085155004\">四、市场重估蔚来：不再唱衰，但必须兑现</h2><p>进入2025年下半年，蔚来股价自年初低点反弹近一倍，市场情绪明显转向积极。投资者对其未来前景的认知也由“濒临危机”逐渐转变为“具备翻盘潜力”。</p><p><strong>机构态度趋于乐观</strong></p><p>摩根士丹利（Morgan Stanley）近期将蔚来评级从“持有”上调至“增持”，理由是“盈利路径日益清晰，销量具备持续放量能力”。</p><p>然而，市场普遍认为本轮股价上涨更多是“预期修复”而非业绩根本性改善。换句话说，蔚来能否真正兑现盈利承诺，将成为驱动后续行情的核心变量。</p><p><strong>未来几个关键观察点包括：</strong></p><ul style=\"\"><li><p>盈利亏损是否继续环比收窄，亏损幅度能否得到有效控制；</p></li><li><p>毛利率是否保持持续改善趋势，反映出成本控制与产品定价的有效性；</p></li><li><p>第三季度交付量能否延续增长势头，支撑收入稳健增长；</p></li><li><p>第四季度盈利目标是否得到重申或甚至上调，验证管理层执行力。</p></li></ul><h2 id=\"id_3081398121\">总结：从“活下去”到“活得好”，蔚来的战役才刚开始</h2><p>蔚来已逐步走出最艰难的生存困境，但要进入持续盈利的良性循环，仍需一次次用财报数据赢得资本市场的信任。财报不仅是业绩的答卷，更是一次信任的测验。</p><p>投资者和市场将通过即将发布的2025财年第二季度财报，判断蔚来究竟是“兑现承诺的少数企业”，还是陷入“故事讲述的惯性循环”。</p><p>这份财报的成败，将决定蔚来未来能否真正从增长故事走向盈利范式转型。答案将在9月2日揭晓。</p><p><em>此内容基于tiger AI及彭博数据生成，内容仅供参考。</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"BK4555":"新能源车","BK4574":"无人驾驶","BK6125":"汽车制造商","BK4531":"中概回港概念","LU0052750758.USD":"富兰克林中国基金A Acc","NIO":"蔚来","BK4099":"汽车制造商","LU0320764599.SGD":"FTIF - Templeton China A Acc 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产品力与智能化的持续领先基于NT2.0平台的车型在智能座舱、驾驶辅助与操控性能上持续进化，全系标配的换电能力也大幅提升了用户粘性与复购率。销量回暖带动营收回升，但真正决定市场信心的，仍是盈利能力的改善。二、盈利仍在路上：蔚来必须兑现“Q4盈利”承诺尽管销量持续刷新历史纪录，蔚来依旧深陷亏损泥潭，盈利之路尚未完全显现曙光。市场普遍预计其2025财年第二季度仍将录得每股亏损约2.17元，距离盈亏平衡仍有较大差距。回顾第一季度，蔚来营收达到120.35亿元，同比增长21%，但环比大幅下滑38.9%；净亏损则达到67.5亿元，同比扩大30.2%，环比仅小幅收窄5.1%。这反映出在宏观经济压力和行业周期波动的双重影响下，公司盈利承压依旧明显。尽管交付量表现亮眼，一季度新车交付42,094辆，同比增长超40%，但因季节因素和产品更新周期，环比下降42.1%。这一点也折射出蔚来在销售节奏上的波动性，短期盈利稳定性尚需加强。更令人担忧的是，亏损规模依旧高企：每股亏损达3.29元，处于较高水平；扣除股权激励后，调整后净亏损仍高达62.8亿元，同比扩大28.1%。面对这一巨大盈利压力，蔚来管理层公开承诺将于2025年第四季度实现盈亏平衡，并提出四大硬性财务与运营指标作为实现目标的保障。从目前数据来看，销量增长正逐步接近目标，Q2毛利率预计有望反弹至10%以上，这对缓解亏损压力是积极信号。但要实现真正盈利，蔚来仍面临成本控制、毛利提升及运营效率协同等多重挑战，任何一环失控都可能拖累整体进程。三、自研、降本与定价：盈利路径逐步清晰与过去依赖高额补贴和快速扩张的“高举高打”战略不同，蔚来正通过“技术创新+精细化管理”双轮驱动，探索更务实且可持续的盈利模型。自研体系逐步落地蔚来在核心硬件自主研发上的投入初见成效：激光雷达主控芯片和座舱芯片已实现自主研发，降低对外部供应链依赖；单车硬件成本降低超过1万元；关键三大系统——操作系统、智能驾驶系统、底盘控制系统实现自主可控，大幅压缩供应链成本风险。降本控费成效初显公司在费用管控方面持续发力：销售及管理费用逐步下降，控制开支更为精准；直营销售体系趋于收敛，重点提升坪效及用户生命周期价值；服务网络优化，避免资源无效扩张，提升整体运营效率。产品定价策略更接地气蔚来正调整定价策略，聚焦性价比：不再盲目追求高价，比如乐道L60定价较特斯拉Model Y低约10%，却在智能化配置上实现差异化优势；更注重“价格力”与“市场渗透率”，提升产品转化效率，加速市场占有率扩展。总体来看，蔚来正在着力解决三大核心痛点：单车毛利不足、费用结构过重以及产品定价与市场需求错位。虽然这些调整尚需时间兑现成效，但盈利路径日渐明朗。四、市场重估蔚来：不再唱衰，但必须兑现进入2025年下半年，蔚来股价自年初低点反弹近一倍，市场情绪明显转向积极。投资者对其未来前景的认知也由“濒临危机”逐渐转变为“具备翻盘潜力”。机构态度趋于乐观摩根士丹利（Morgan Stanley）近期将蔚来评级从“持有”上调至“增持”，理由是“盈利路径日益清晰，销量具备持续放量能力”。然而，市场普遍认为本轮股价上涨更多是“预期修复”而非业绩根本性改善。换句话说，蔚来能否真正兑现盈利承诺，将成为驱动后续行情的核心变量。未来几个关键观察点包括：盈利亏损是否继续环比收窄，亏损幅度能否得到有效控制；毛利率是否保持持续改善趋势，反映出成本控制与产品定价的有效性；第三季度交付量能否延续增长势头，支撑收入稳健增长；第四季度盈利目标是否得到重申或甚至上调，验证管理层执行力。总结：从“活下去”到“活得好”，蔚来的战役才刚开始蔚来已逐步走出最艰难的生存困境，但要进入持续盈利的良性循环，仍需一次次用财报数据赢得资本市场的信任。财报不仅是业绩的答卷，更是一次信任的测验。投资者和市场将通过即将发布的2025财年第二季度财报，判断蔚来究竟是“兑现承诺的少数企业”，还是陷入“故事讲述的惯性循环”。这份财报的成败，将决定蔚来未来能否真正从增长故事走向盈利范式转型。答案将在9月2日揭晓。此内容基于tiger 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假如蔚来没有换电站他能赢了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/353069470556440","isVote":1,"tweetType":1,"viewCount":3178,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562563311254341","authorId":"3562563311254341","name":"搞点零花钱","avatar":"https://static.tigerbbs.com/b7bba05e5a8f6bb9861c765938207312","crmLevel":3,"crmLevelSwitch":0,"idStr":"3562563311254341","authorIdStr":"3562563311254341"},"content":"跟着政策走长期而正确的路，纯电高端销量依然是头部，其他车厂增程转纯电就很困难！","text":"跟着政策走长期而正确的路，纯电高端销量依然是头部，其他车厂增程转纯电就很困难！","html":"跟着政策走长期而正确的路，纯电高端销量依然是头部，其他车厂增程转纯电就很困难！"},{"author":{"id":"3554171418840432","authorId":"3554171418840432","name":"xsiverson","avatar":"https://static.tigerbbs.com/8065a0b4e6a78462581d1167357b60c6","crmLevel":8,"crmLevelSwitch":0,"idStr":"3554171418840432","authorIdStr":"3554171418840432"},"content":"如果蔚来是增程，那现在谁是第一还不一定","text":"如果蔚来是增程，那现在谁是第一还不一定","html":"如果蔚来是增程，那现在谁是第一还不一定"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":214836602945768,"gmtCreate":1693482311382,"gmtModify":1693482508428,"author":{"id":"3536197875617752","authorId":"3536197875617752","name":"红木子","avatar":"https://static.tigerbbs.com/d825b7c67e58e93461efb39eb96c0393","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536197875617752","authorIdStr":"3536197875617752"},"themes":[],"htmlText":"我想问一句你开过蔚来吗？","listText":"我想问一句你开过蔚来吗？","text":"我想问一句你开过蔚来吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/214836602945768","repostId":"2363266326","repostType":2,"isVote":1,"tweetType":1,"viewCount":6622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617162253,"gmtCreate":1654133771873,"gmtModify":1704858890380,"author":{"id":"3536197875617752","authorId":"3536197875617752","name":"红木子","avatar":"https://static.tigerbbs.com/d825b7c67e58e93461efb39eb96c0393","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536197875617752","authorIdStr":"3536197875617752"},"themes":[],"htmlText":"<a 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