二季度能卖出个鬼_老虎社区_美港股上老虎 - 老虎社区

3
4
收藏

GP黑白熊
06-03

二季度能卖出个鬼

蔚来一季度营收120.35亿元，同比增长21.5%，新车交付4.2万台

一季度整车毛利率10%。

蔚来一季度营收120.35亿元，同比增长21.5%，新车交付4.2万台

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

3

举报

评论（4）

推荐
最新

华仔牛牛
·06-03
精彩
不是说了，二季度7.2-7.5万辆
回复
点赞
举报
收起
- GP黑白熊:
  好好好做空成本价7块多啥时候涨到我没有利润再提智商
  06-03
  回复
  举报
- 华仔牛牛回复GP黑白熊:
  跟无知的人理论会拉低人类的智商
  06-03
  回复
  举报
- GP黑白熊:
  拿头卖？这个季度大降价清仓老款下个季度到年底前就不清仓非新国标电池了？
  06-03
  回复
  举报

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":442073841447776,"tweetId":"442073841447776","gmtCreate":1748950586692,"gmtModify":1748950587822,"author":{"id":3539928148899666,"idStr":"3539928148899666","authorId":3539928148899666,"authorIdStr":"3539928148899666","name":"GP黑白熊","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>二季度能卖出个鬼</p></body></html>","htmlText":"<html><head></head><body><p>二季度能卖出个鬼</p></body></html>","text":"二季度能卖出个鬼","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/442073841447776","repostId":1171560417,"repostType":2,"repost":{"id":"1171560417","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1748949957,"share":"https://www.laohu8.com/m/news/1171560417?lang=&edition=full","pubTime":"2025-06-03 19:25","market":"hk","language":"zh","title":"蔚来一季度营收120.35亿元，同比增长21.5%，新车交付4.2万台","url":"https://stock-news.laohu8.com/highlight/detail?id=1171560417","media":"老虎资讯综合","summary":"一季度整车毛利率10%。","content":"<html><head></head><body><p>蔚来2025年一季度营收120.35亿元人民币，同比增长21.5%。市场预估123.5亿元。</p><p>一季度净亏损67.5亿元，同比增长30.2%，环比下降5.1%。</p><p>一季度毛利率7.6%，同比提升2.7个百分点，环比下降4.1个百分点。整车毛利率为10%。</p><p>公司预计二季度营收195.1亿元-200.7亿元，市场预估为195.8亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ad7cc9e37a297343b9550e2fcbb9c2\" title=\"\" tg-width=\"1024\" tg-height=\"602\"/></p><p><strong>交付情况</strong></p><p>一季度新车交付42,094台，同比增长超40%。</p><p>二季度交付指引7.2万至7.5万台，二季度交付预计环比大增71%-78%。</p><p><strong>CFO：二季度蔚来品牌单车毛利率有望回到15%</strong></p><p>蔚来首席财务官曲玉在2025年第一季度财报电话会上表示，二季度随着新ES6、EC6、ET5、ET5T的上市，新车成交价格有所回升。加上自研芯片上车，会给单车成本带来1万元左右的成本优化。综合因素叠加，二季度蔚来品牌单车毛利率有望会回到15%。</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>蔚来一季度营收120.35亿元，同比增长21.5%，新车交付4.2万台</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蔚来一季度营收120.35亿元，同比增长21.5%，新车交付4.2万台\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\">2025-06-03 19:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>蔚来2025年一季度营收120.35亿元人民币，同比增长21.5%。市场预估123.5亿元。</p><p>一季度净亏损67.5亿元，同比增长30.2%，环比下降5.1%。</p><p>一季度毛利率7.6%，同比提升2.7个百分点，环比下降4.1个百分点。整车毛利率为10%。</p><p>公司预计二季度营收195.1亿元-200.7亿元，市场预估为195.8亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ad7cc9e37a297343b9550e2fcbb9c2\" title=\"\" tg-width=\"1024\" tg-height=\"602\"/></p><p><strong>交付情况</strong></p><p>一季度新车交付42,094台，同比增长超40%。</p><p>二季度交付指引7.2万至7.5万台，二季度交付预计环比大增71%-78%。</p><p><strong>CFO：二季度蔚来品牌单车毛利率有望回到15%</strong></p><p>蔚来首席财务官曲玉在2025年第一季度财报电话会上表示，二季度随着新ES6、EC6、ET5、ET5T的上市，新车成交价格有所回升。加上自研芯片上车，会给单车成本带来1万元左右的成本优化。综合因素叠加，二季度蔚来品牌单车毛利率有望会回到15%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171560417","content_text":"蔚来2025年一季度营收120.35亿元人民币，同比增长21.5%。市场预估123.5亿元。一季度净亏损67.5亿元，同比增长30.2%，环比下降5.1%。一季度毛利率7.6%，同比提升2.7个百分点，环比下降4.1个百分点。整车毛利率为10%。公司预计二季度营收195.1亿元-200.7亿元，市场预估为195.8亿元。交付情况一季度新车交付42,094台，同比增长超40%。二季度交付指引7.2万至7.5万台，二季度交付预计环比大增71%-78%。CFO：二季度蔚来品牌单车毛利率有望回到15%蔚来首席财务官曲玉在2025年第一季度财报电话会上表示，二季度随着新ES6、EC6、ET5、ET5T的上市，新车成交价格有所回升。加上自研芯片上车，会给单车成本带来1万元左右的成本优化。综合因素叠加，二季度蔚来品牌单车毛利率有望会回到15%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":16,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":442089123029792,"commentId":"442089123029792","gmtCreate":1748954714789,"gmtModify":1748954718493,"authorId":4105092466274000,"author":{"id":4105092466274000,"idStr":"4105092466274000","authorId":4105092466274000,"name":"华仔牛牛","avatar":"https://static.tigerbbs.com/a3aeb6958f8a3f90408acd424c9395fe","vip":1,"currentWearingBadge":{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.04","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1102},"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":442073841447776,"objectIdStr":"442073841447776","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"不是说了，二季度7.2-7.5万辆","text":"不是说了，二季度7.2-7.5万辆","html":"不是说了，二季度7.2-7.5万辆","likeSize":0,"commentSize":3,"subComments":[{"id":442133635826176,"commentId":"442133635826176","gmtCreate":1748965366337,"gmtModify":1748965370086,"authorId":3539928148899666,"author":{"id":3539928148899666,"idStr":"3539928148899666","authorId":3539928148899666,"name":"GP黑白熊","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":442073841447776,"objectIdStr":"442073841447776","type":1,"supId":442089123029792,"supIdStr":"442089123029792","prevId":0,"prevIdStr":"0","content":"好好好 做空成本价7块多 啥时候涨到我没有利润再提智商","text":"好好好 做空成本价7块多 啥时候涨到我没有利润再提智商","html":"好好好 做空成本价7块多 啥时候涨到我没有利润再提智商","disclaimerType":0},{"id":442110115463848,"commentId":"442110115463848","gmtCreate":1748959390790,"gmtModify":1748960767039,"authorId":4105092466274000,"author":{"id":4105092466274000,"idStr":"4105092466274000","authorId":4105092466274000,"name":"华仔牛牛","avatar":"https://static.tigerbbs.com/a3aeb6958f8a3f90408acd424c9395fe","vip":1,"currentWearingBadge":{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.04","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1102},"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3539928148899666,"repliedAuthor":{"id":3539928148899666,"idStr":"3539928148899666","authorId":3539928148899666,"name":"GP黑白熊","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":442073841447776,"objectIdStr":"442073841447776","type":1,"supId":442089123029792,"supIdStr":"442089123029792","prevId":442108558573736,"prevIdStr":"442108558573736","content":"跟无知的人理论会拉低人类的智商","text":"跟无知的人理论会拉低人类的智商","html":"跟无知的人理论会拉低人类的智商","disclaimerType":0},{"id":442108558573736,"commentId":"442108558573736","gmtCreate":1748959299798,"gmtModify":1748959303418,"authorId":3539928148899666,"author":{"id":3539928148899666,"idStr":"3539928148899666","authorId":3539928148899666,"name":"GP黑白熊","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":442073841447776,"objectIdStr":"442073841447776","type":1,"supId":442089123029792,"supIdStr":"442089123029792","prevId":0,"prevIdStr":"0","content":"拿头卖？这个季度大降价清仓老款 下个季度到年底前就不清仓非新国标电池了？","text":"拿头卖？这个季度大降价清仓老款 下个季度到年底前就不清仓非新国标电池了？","html":"拿头卖？这个季度大降价清仓老款 下个季度到年底前就不清仓非新国标电池了？","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}