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- 柒殺柒殺
  ·2021-04-30
  不用这么费劲，继续下功夫搞特斯拉不就完了，零和博弈
  中国市场强劲反弹，蔚来一季度收入激增近五倍
  摘要：一季度蔚来汽车每股亏损额不到市场预期的三成，同比收窄近86%；史上首次交付逾2万辆，同比增四倍，预计二季度交付量翻倍增长；CEO称供应链仍因芯片短缺面临很大挑战。蔚来美股盘后震荡。蔚来汽车业绩直
  中国市场强劲反弹，蔚来一季度收入激增近五倍
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收入猛增逾480%</p><p>美东时间29日周四美股盘后，蔚来汽车公布，一季度非美国通用会计准则（GAAP）下调整后每ADS股亏损0.23元人民币，不到市场预期亏损0.84元的30%，较去年一季度每ADS亏损1.6元同比收窄将近85.6%，较去年四季度ADS亏损环比收窄75.3%。</p><p>一季度蔚来调整后净亏损4.51亿元，同比收窄73.3%，环比收窄67.5%；当季总体营业收入79.823亿元，同比增长481.8%，环比四季度增长20.2%，其中汽车销售收入74.058亿元，同比增长489.8%，环比增20%。<img src=\"https://static.tigerbbs.com/ff7536ef975ec9845e70cd62c25f6660\" tg-width=\"1209\" tg-height=\"337\" referrerpolicy=\"no-referrer\">一季度蔚来毛利率19.5%，高于四季度的17.2%，较去年一季度大幅提高31.7个百分点。一季度蔚来汽车业务的毛利率为21.2%，较去年同期高28.6个百分点，四季度为17.2%。</p><p>交付量史上首次突破2万 预计二季度翻倍增长再创新高<img src=\"https://static.tigerbbs.com/4ed97753aa601c5faec8668e13a4a9e2\" tg-width=\"1179\" tg-height=\"176\" referrerpolicy=\"no-referrer\">蔚来同时公布，一季度交付2.006万辆，史上首次单季交付量突破2万辆，是去年同期的5.2倍，较去年四季度的前单季最高纪录增长15.6%。这一成绩高于蔚来3月末下调后的交付指引1.95万辆，下调前预计2万-2.05万辆。</p><p>业绩指引方面，蔚来预计二季度交付2.1万到2.2万辆，同比增长103%到113%，环比增长5%-10%。二季度营收81.461亿元到85.045亿元，同比增长119%到128.7%，环比增2.1%到6.5%。</p><p>李斌称，考虑到动荡的宏观环境下强劲的发展势头，做出了这样的二季度交付量指引。</p><p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>分析师Edison Yu认为，蔚来的营收和毛利率都符合共识预期，其预计二季度蔚来将交付2.2万辆，全年交付9.5万辆，营收355亿元，毛利率约18%，每ADS亏损2.4元。</p><p>考虑到产品发布节奏和行业芯片短缺，Yu认为蔚来今年不会再有什么大动作，而明年将是重要的一年，因为蔚来的首款自动驾驶旗舰轿车ET7将交付。Yu预计，届时每个月ET7都会销售一空。<img src=\"https://static.tigerbbs.com/4c3293ec4575526b2920d180288e793b\" tg-width=\"1080\" tg-height=\"9518\"></p>","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>中国市场强劲反弹，蔚来一季度收入激增近五倍</title>\n<style 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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中国市场强劲反弹，蔚来一季度收入激增近五倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-30 07:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>摘要：一季度<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车每股亏损额不到市场预期的三成，同比收窄近86%；史上首次交付逾2万辆，同比增四倍，预计二季度交付量翻倍增长；CEO称供应链仍因芯片短缺面临很大挑战。蔚来美股盘后震荡。</blockquote><p><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216194080835685%22%7D\" target=\"_blank\">蔚来汽车业绩直播会将于今日8：00开始，观看戳这里！</a></p><p>4月29日周四美股盘后，蔚来汽车发布2021年一季度财报。今年第一季度，蔚来汽车收入大增，亏损远低于市场预期，毛利率明显提升，体现了中国汽车市场在去年新冠疫情爆发后强劲反弹的势头。</p><p>公布财报的同时，蔚来CEO李斌称，该司汽车的总体需求依然非常强劲，但指出，由于半导体短缺，供应链仍面临很大的挑战。</p><p>财报公布后，蔚来美股盘后震荡，先小幅上涨0.5%，后迅速回落，跌超到1%，而后转涨，涨幅曾超过2%，此后转跌，一度跌超1%。</p><p><img src=\"https://static.tigerbbs.com/632d5840044545e026fafa25ffdfb891\" tg-width=\"703\" tg-height=\"527\" referrerpolicy=\"no-referrer\">亏损超预期收窄近86% 收入猛增逾480%</p><p>美东时间29日周四美股盘后，蔚来汽车公布，一季度非美国通用会计准则（GAAP）下调整后每ADS股亏损0.23元人民币，不到市场预期亏损0.84元的30%，较去年一季度每ADS亏损1.6元同比收窄将近85.6%，较去年四季度ADS亏损环比收窄75.3%。</p><p>一季度蔚来调整后净亏损4.51亿元，同比收窄73.3%，环比收窄67.5%；当季总体营业收入79.823亿元，同比增长481.8%，环比四季度增长20.2%，其中汽车销售收入74.058亿元，同比增长489.8%，环比增20%。<img src=\"https://static.tigerbbs.com/ff7536ef975ec9845e70cd62c25f6660\" tg-width=\"1209\" tg-height=\"337\" referrerpolicy=\"no-referrer\">一季度蔚来毛利率19.5%，高于四季度的17.2%，较去年一季度大幅提高31.7个百分点。一季度蔚来汽车业务的毛利率为21.2%，较去年同期高28.6个百分点，四季度为17.2%。</p><p>交付量史上首次突破2万 预计二季度翻倍增长再创新高<img src=\"https://static.tigerbbs.com/4ed97753aa601c5faec8668e13a4a9e2\" tg-width=\"1179\" tg-height=\"176\" referrerpolicy=\"no-referrer\">蔚来同时公布，一季度交付2.006万辆，史上首次单季交付量突破2万辆，是去年同期的5.2倍，较去年四季度的前单季最高纪录增长15.6%。这一成绩高于蔚来3月末下调后的交付指引1.95万辆，下调前预计2万-2.05万辆。</p><p>业绩指引方面，蔚来预计二季度交付2.1万到2.2万辆，同比增长103%到113%，环比增长5%-10%。二季度营收81.461亿元到85.045亿元，同比增长119%到128.7%，环比增2.1%到6.5%。</p><p>李斌称，考虑到动荡的宏观环境下强劲的发展势头，做出了这样的二季度交付量指引。</p><p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>分析师Edison Yu认为，蔚来的营收和毛利率都符合共识预期，其预计二季度蔚来将交付2.2万辆，全年交付9.5万辆，营收355亿元，毛利率约18%，每ADS亏损2.4元。</p><p>考虑到产品发布节奏和行业芯片短缺，Yu认为蔚来今年不会再有什么大动作，而明年将是重要的一年，因为蔚来的首款自动驾驶旗舰轿车ET7将交付。Yu预计，届时每个月ET7都会销售一空。<img src=\"https://static.tigerbbs.com/4c3293ec4575526b2920d180288e793b\" tg-width=\"1080\" tg-height=\"9518\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186572745","content_text":"摘要：一季度蔚来汽车每股亏损额不到市场预期的三成，同比收窄近86%；史上首次交付逾2万辆，同比增四倍，预计二季度交付量翻倍增长；CEO称供应链仍因芯片短缺面临很大挑战。蔚来美股盘后震荡。蔚来汽车业绩直播会将于今日8：00开始，观看戳这里！4月29日周四美股盘后，蔚来汽车发布2021年一季度财报。今年第一季度，蔚来汽车收入大增，亏损远低于市场预期，毛利率明显提升，体现了中国汽车市场在去年新冠疫情爆发后强劲反弹的势头。公布财报的同时，蔚来CEO李斌称，该司汽车的总体需求依然非常强劲，但指出，由于半导体短缺，供应链仍面临很大的挑战。财报公布后，蔚来美股盘后震荡，先小幅上涨0.5%，后迅速回落，跌超到1%，而后转涨，涨幅曾超过2%，此后转跌，一度跌超1%。亏损超预期收窄近86% 收入猛增逾480%美东时间29日周四美股盘后，蔚来汽车公布，一季度非美国通用会计准则（GAAP）下调整后每ADS股亏损0.23元人民币，不到市场预期亏损0.84元的30%，较去年一季度每ADS亏损1.6元同比收窄将近85.6%，较去年四季度ADS亏损环比收窄75.3%。一季度蔚来调整后净亏损4.51亿元，同比收窄73.3%，环比收窄67.5%；当季总体营业收入79.823亿元，同比增长481.8%，环比四季度增长20.2%，其中汽车销售收入74.058亿元，同比增长489.8%，环比增20%。一季度蔚来毛利率19.5%，高于四季度的17.2%，较去年一季度大幅提高31.7个百分点。一季度蔚来汽车业务的毛利率为21.2%，较去年同期高28.6个百分点，四季度为17.2%。交付量史上首次突破2万 预计二季度翻倍增长再创新高蔚来同时公布，一季度交付2.006万辆，史上首次单季交付量突破2万辆，是去年同期的5.2倍，较去年四季度的前单季最高纪录增长15.6%。这一成绩高于蔚来3月末下调后的交付指引1.95万辆，下调前预计2万-2.05万辆。业绩指引方面，蔚来预计二季度交付2.1万到2.2万辆，同比增长103%到113%，环比增长5%-10%。二季度营收81.461亿元到85.045亿元，同比增长119%到128.7%，环比增2.1%到6.5%。李斌称，考虑到动荡的宏观环境下强劲的发展势头，做出了这样的二季度交付量指引。德意志银行分析师Edison Yu认为，蔚来的营收和毛利率都符合共识预期，其预计二季度蔚来将交付2.2万辆，全年交付9.5万辆，营收355亿元，毛利率约18%，每ADS亏损2.4元。考虑到产品发布节奏和行业芯片短缺，Yu认为蔚来今年不会再有什么大动作，而明年将是重要的一年，因为蔚来的首款自动驾驶旗舰轿车ET7将交付。Yu预计，届时每个月ET7都会销售一空。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}