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战斗中的小笼包
IP属地：新疆
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战斗中的小笼包
战斗中的小笼包
·
07-26
第一：a 第二：a b c 第三：b 第四：b 第五：b 第六：c 第七：a 第八：510 20250801 第九：a c 第十：还要截图，麻烦
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战斗中的小笼包
战斗中的小笼包
·
07-26
第一：a 第二：a b c 第三：a 第四：a 第五：b 第六：c 第七：c 第八：510 20250801 第九：a c 第十：还要截图，麻烦
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战斗中的小笼包
战斗中的小笼包
·
07-23
收盘55+
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战斗中的小笼包
战斗中的小笼包
·
07-22
说实话，乔布斯百年一位，千年一枚！ 说心里话，在没有找到更好的之前，还是先这样凑合着用吧
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战斗中的小笼包
战斗中的小笼包
·
07-17
$台积电(TSM)$
280顶一波
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2
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战斗中的小笼包
战斗中的小笼包
·
07-15
$招商银行(03968)$
虚拟货币牌照拿到手，大大的走一波！
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战斗中的小笼包
战斗中的小笼包
·
06-13
我的蔚来NIO[流泪][流泪][流泪][流泪]
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战斗中的小笼包
战斗中的小笼包
·
06-09
还是要大胆的进！！！
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战斗中的小笼包
战斗中的小笼包
·
06-04
什么时候能回到那个年代
蔚来首季亏损扩大三成，两项关键指标将影响Q4盈利
报告期内，公司净亏损同比扩大30.2%至67.5亿元，连续六个季度亏损超50亿元；扣除股权激励费用后，公司经调整净亏损同比扩大28.1%至62.8亿元。自成立以来，蔚来一直没有摆脱亏损的困境，股东权益总额则自2020年Q3以来首次转负。报告期内，公司累计交付新车4.2万辆，同比增长40.1%，环比则下滑42.1%。其中，蔚来和乐道两大品牌分别贡献65%和35%。
蔚来首季亏损扩大三成，两项关键指标将影响Q4盈利
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战斗中的小笼包
战斗中的小笼包
·
05-14
$特斯拉(TSLA)$
该回调了吧
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280顶一波","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/457611592331320","isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540800889195768","authorId":"3540800889195768","name":"战斗中的小笼包","avatar":"https://static.tigerbbs.com/e8e3c70583d198af3523437abb698665","crmLevel":9,"crmLevelSwitch":0,"idStr":"3540800889195768","authorIdStr":"3540800889195768"},"content":"好像没顶上去[捂脸][捂脸][捂脸]","text":"好像没顶上去[捂脸][捂脸][捂脸]","html":"好像没顶上去[捂脸][捂脸][捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456722051637328,"gmtCreate":1752541423550,"gmtModify":1752541424480,"author":{"id":"3540800889195768","authorId":"3540800889195768","name":"战斗中的小笼包","avatar":"https://static.tigerbbs.com/e8e3c70583d198af3523437abb698665","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540800889195768","authorIdStr":"3540800889195768"},"themes":[],"htmlText":"<a 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虚拟货币牌照拿到手，大大的走一波！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456722051637328","isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445707663880976,"gmtCreate":1749821023277,"gmtModify":1749821025024,"author":{"id":"3540800889195768","authorId":"3540800889195768","name":"战斗中的小笼包","avatar":"https://static.tigerbbs.com/e8e3c70583d198af3523437abb698665","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540800889195768","authorIdStr":"3540800889195768"},"themes":[],"htmlText":"我的蔚来NIO[流泪][流泪][流泪][流泪]","listText":"我的蔚来NIO[流泪][流泪][流泪][流泪]","text":"我的蔚来NIO[流泪][流泪][流泪][流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445707663880976","isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444248874390192,"gmtCreate":1749480257692,"gmtModify":1749480259460,"author":{"id":"3540800889195768","authorId":"3540800889195768","name":"战斗中的小笼包","avatar":"https://static.tigerbbs.com/e8e3c70583d198af3523437abb698665","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540800889195768","authorIdStr":"3540800889195768"},"themes":[],"htmlText":"还是要大胆的进！！！","listText":"还是要大胆的进！！！","text":"还是要大胆的进！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444248874390192","isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442257209631344,"gmtCreate":1748995923563,"gmtModify":1748995924558,"author":{"id":"3540800889195768","authorId":"3540800889195768","name":"战斗中的小笼包","avatar":"https://static.tigerbbs.com/e8e3c70583d198af3523437abb698665","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540800889195768","authorIdStr":"3540800889195768"},"themes":[],"htmlText":"什么时候能回到那个年代","listText":"什么时候能回到那个年代","text":"什么时候能回到那个年代","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442257209631344","repostId":"2540705177","repostType":2,"repost":{"id":"2540705177","kind":"news","pubTimestamp":1748966353,"share":"https://www.laohu8.com/m/news/2540705177?lang=&edition=full","pubTime":"2025-06-03 23:59","market":"hk","language":"zh","title":"蔚来首季亏损扩大三成，两项关键指标将影响Q4盈利","url":"https://stock-news.laohu8.com/highlight/detail?id=2540705177","media":"电车黑板报","summary":"报告期内，公司净亏损同比扩大30.2%至67.5亿元，连续六个季度亏损超50亿元；扣除股权激励费用后，公司经调整净亏损同比扩大28.1%至62.8亿元。自成立以来，蔚来一直没有摆脱亏损的困境，股东权益总额则自2020年Q3以来首次转负。报告期内，公司累计交付新车4.2万辆，同比增长40.1%，环比则下滑42.1%。其中，蔚来和乐道两大品牌分别贡献65%和35%。","content":"<html><body><article><p>在“蔚小理”中最后交出一季报的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>，业绩表现难言乐观。</p><p>根据公司周二发布的2025年Q1财报，营收同比增长21.5%至120.3亿元。低于该季度营收指引下限的同时，也不及分析师预估的124.6亿元。</p><p>受居高不下的研发费用和销售、一般及行政费用拖累，公司的持续高额亏损情况尚未得到显著改善。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250604000319156v201ocz8w0o0ygx\"/><p>报告期内，公司净亏损同比扩大30.2%至67.5亿元，连续六个季度亏损超50亿元；扣除股权激励费用后，公司经调整净亏损同比扩大28.1%至62.8亿元。</p><p>自成立以来，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>一直没有摆脱亏损的困境，<span>股东权益</span>总额则自2020年Q3以来首次转负。</p><p>截至2025年Q1末，公司的<span>流动负债</span>总额和<span>流动资产</span>总额分别为594.9亿元和497.9亿元，流动负债连续两个季度超过流动资产。</p><p>但公司在财报中强调，现有的财务资源将足以支持在未来12个月日常业务活动的持续经营。截至报告期末，蔚来持有的<span>现金及现金等价物</span>、受限制现金、短期投资及长期定期存款环比减少159亿元至260亿元，创2020年Q4末以来新低。</p><p>4月上旬，蔚来完成40.3亿港元的股权配售，发行价29.46港元。这笔配售融资有助于缓解公司的现金状况，并将计入二季度的财务报表。</p><p>蔚来CFO曲玉在财报中称，公司从Q1开始已实施一系列成本控制措施，包括组织架构调整、跨品牌整合及提升研发、供应链、销售及服务效率。从Q2开始，公司的目标是实现整体费效的结构性改善，持续提升经营业绩。</p><p>在财报电话会上，分析师更关心蔚来如何在今年Q4实现盈利。</p><p>曲玉对此表示，预计Q4研发费用将控制在20～25亿元之间，同比减少31%～45%；销售、一般及行政费用将从Q2开始逐步提升费效比，非通用会计准则下的目标是在Q4实现占销售的比例在10%左右。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250604000330574v201djgf9flndr3\"/><p>Q1，蔚来的研发费用同比增长11.1%至31.8亿元，销售、一般及行政费用同比增长46.8%至44亿元，两项费用的营收占比分别为26.4%和36.6%。</p><p>受乐道交付占比持续提升带来的产品组合变化影响，蔚来Q1的平均销售单价（ASP）同比减少15.3%至23.6万元，创历史新低。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250604000331576v201857qaqrdcvw\"/><p>报告期内，公司累计交付新车4.2万辆，同比增长40.1%，环比则下滑42.1%。其中，蔚来和乐道两大品牌分别贡献65%和35%。</p><p>公司毛利率同比提升2.7个百分点至7.6%，环比下滑4.1个百分点；整车毛利率同比提升1个百分点至10.2%，环比则下滑2.9个百分点。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250604000340903v2012svqlksueli\"/><p>根据财报提供的业务展望，公司预计Q2交付量介于7.2～7.5万辆，对应的营收指引为195.13～200.68亿元。结合蔚来4月和5月合计交付的4.7万辆，6月的交付量将介于2.5～2.8万辆。</p><p>蔚来品牌的销售主力“5566”车型的改款已于5月中下旬先后上市并启动交付，交付节奏较以往明显改善。</p><p>曲玉透露，新车上市将带动成交价回升，自研芯片上车也将带来1万元左右的单车成本优化。预计Q2蔚来品牌的毛利率将回到15%左右，并带动公司整体<span>毛利</span>提升到两位数水平。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250604000341514v201mljn3sqnp1g\"/></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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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}\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蔚来首季亏损扩大三成，两项关键指标将影响Q4盈利\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-03 23:59 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604000350a6f8e125&s=b><strong>电车黑板报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在“蔚小理”中最后交出一季报的蔚来，业绩表现难言乐观。根据公司周二发布的2025年Q1财报，营收同比增长21.5%至120.3亿元。低于该季度营收指引下限的同时，也不及分析师预估的124.6亿元。受居高不下的研发费用和销售、一般及行政费用拖累，公司的持续高额亏损情况尚未得到显著改善。报告期内，公司净亏损同比扩大30.2%至67.5亿元，连续六个季度亏损超50亿元；扣除股权激励费用后，公司经调整...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604000350a6f8e125&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1119":"汽车制造商","BK1588":"回港中概股","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604000350a6f8e125&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2540705177","content_text":"在“蔚小理”中最后交出一季报的蔚来，业绩表现难言乐观。根据公司周二发布的2025年Q1财报，营收同比增长21.5%至120.3亿元。低于该季度营收指引下限的同时，也不及分析师预估的124.6亿元。受居高不下的研发费用和销售、一般及行政费用拖累，公司的持续高额亏损情况尚未得到显著改善。报告期内，公司净亏损同比扩大30.2%至67.5亿元，连续六个季度亏损超50亿元；扣除股权激励费用后，公司经调整净亏损同比扩大28.1%至62.8亿元。自成立以来，蔚来一直没有摆脱亏损的困境，股东权益总额则自2020年Q3以来首次转负。截至2025年Q1末，公司的流动负债总额和流动资产总额分别为594.9亿元和497.9亿元，流动负债连续两个季度超过流动资产。但公司在财报中强调，现有的财务资源将足以支持在未来12个月日常业务活动的持续经营。截至报告期末，蔚来持有的现金及现金等价物、受限制现金、短期投资及长期定期存款环比减少159亿元至260亿元，创2020年Q4末以来新低。4月上旬，蔚来完成40.3亿港元的股权配售，发行价29.46港元。这笔配售融资有助于缓解公司的现金状况，并将计入二季度的财务报表。蔚来CFO曲玉在财报中称，公司从Q1开始已实施一系列成本控制措施，包括组织架构调整、跨品牌整合及提升研发、供应链、销售及服务效率。从Q2开始，公司的目标是实现整体费效的结构性改善，持续提升经营业绩。在财报电话会上，分析师更关心蔚来如何在今年Q4实现盈利。曲玉对此表示，预计Q4研发费用将控制在20～25亿元之间，同比减少31%～45%；销售、一般及行政费用将从Q2开始逐步提升费效比，非通用会计准则下的目标是在Q4实现占销售的比例在10%左右。Q1，蔚来的研发费用同比增长11.1%至31.8亿元，销售、一般及行政费用同比增长46.8%至44亿元，两项费用的营收占比分别为26.4%和36.6%。受乐道交付占比持续提升带来的产品组合变化影响，蔚来Q1的平均销售单价（ASP）同比减少15.3%至23.6万元，创历史新低。报告期内，公司累计交付新车4.2万辆，同比增长40.1%，环比则下滑42.1%。其中，蔚来和乐道两大品牌分别贡献65%和35%。公司毛利率同比提升2.7个百分点至7.6%，环比下滑4.1个百分点；整车毛利率同比提升1个百分点至10.2%，环比则下滑2.9个百分点。根据财报提供的业务展望，公司预计Q2交付量介于7.2～7.5万辆，对应的营收指引为195.13～200.68亿元。结合蔚来4月和5月合计交付的4.7万辆，6月的交付量将介于2.5～2.8万辆。蔚来品牌的销售主力“5566”车型的改款已于5月中下旬先后上市并启动交付，交付节奏较以往明显改善。曲玉透露，新车上市将带动成交价回升，自研芯片上车也将带来1万元左右的单车成本优化。预计Q2蔚来品牌的毛利率将回到15%左右，并带动公司整体毛利提升到两位数水平。","news_type":1,"symbols_score_info":{"09866":1,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434665008321320,"gmtCreate":1747152816175,"gmtModify":1747153541878,"author":{"id":"3540800889195768","authorId":"3540800889195768","name":"战斗中的小笼包","avatar":"https://static.tigerbbs.com/e8e3c70583d198af3523437abb698665","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540800889195768","authorIdStr":"3540800889195768"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 该回调了吧","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 该回调了吧","text":"$特斯拉(TSLA)$ 该回调了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/434665008321320","isVote":1,"tweetType":1,"viewCount":1385,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"idStr":"3563357612600728","authorIdStr":"3563357612600728"},"content":"你的账户余额该回调了","text":"你的账户余额该回调了","html":"你的账户余额该回调了"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}