蔚来单日大涨超10%

第一财经资讯2025-07-14

2025.07.14本文字数：1088，阅读时长大约2分钟作者 |第一财经葛慧继上周五（7月11日）大涨近6个点后，周一早间，蔚来-SW（09866.HK）股价继续强势拉升。截至午间收盘，股价报32.40港元/股，涨幅10.77%。市场认为，蔚来近日的股价表现，与其旗下乐道汽车新品L90上市不无相关。7月10日，乐道汽车发布新品SUV汽车L90，预售价格为整车购买27.99万元起，电池租用方式...

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葛慧继上周五（7月11日）大涨近6个点后，周一早间，蔚来-SW（09866.HK）股价继续强势拉升。截至午间收盘，股价报32.40港元/股，涨幅10.77%。市场认为，蔚来近日的股价表现，与其旗下乐道汽车新品L90上市不无相关。7月10日，乐道汽车发布新品SUV汽车L90，预售价格为整车购买27.99万元起，电池租用方式购买19.39万元起。继小米汽车YU7发布后，近日国内汽车SUV市场硝烟四起，零跑C11、小鹏G7、岚图Free+于近期先后发布上市消息，理想i8也将于近日开启预订。除了将“大空间”作为卖点外，蔚来乐道方面还特意强调了交付节奏。蔚来创始人、CEO李斌称，乐道L90的爬产、上量一直处在积极准备阶段，不管是从整车制造还是从零部件的合作伙伴的产能，蔚来方面都做足了准备。在乐道L90的媒体群访中，李斌强调，租电版乐道L90的定价，仍然是有毛利的价格。他还呼吁行业多关注集成化、轻量化、小型化（零件部件小型化）背后的价值。在L90发布后，机构也对蔚来表现出了较为乐观的预期。交银国际分析师给予蔚来汽车“买入”评级，预计公司未来将通过边际改善（特别是销量回升）和降本效果的实现，推动股价迎来短期反弹机会。中金公司发布研报称，当前蔚来港股对应2025年0.7x P/S，维持2025~2026年Non-GAAP净利润，维持跑赢行业评级。考虑公司兑现第四季度实现盈利转正的指引信心强，维持港股目标价41港元。随着二季度的结束，新能源汽车在2025年的厮杀已经进入了下半场，规模和利润成为投资者最关注的指标。近日，全球咨询公司艾睿铂（AlixPartners）在其年度行业深度分析报告《2025全球汽车展望》中预测，在2024年销售新能源汽车的129个品牌中，有15个品牌到2030年仍将保持财务活力，市场将出现明显的整合，只有最具竞争力的品牌有望在未来几年取得成功。该机构还称，经研究测算，车企如果要实现盈利，纯电车一年40万辆和插混/增程式一年20万辆，将是一个关键的平衡点。从销售规模来看，今年上半年，蔚来的半年度销量为11.42万辆，其中6月份销售2.49万辆，环比增7.29%。但无论是以44万辆的年度目标还是机构预测的40万辆平衡点来看，蔚来要在今年四季度实现盈利，仍然有较大的努力空间。李斌称，对蔚来靠本事从低谷里面走出来依然有信心。乐道L90能否成为蔚来扭亏为盈的关键力量，三季度或许会有一个相对明朗的答案。微信编辑| 雨林","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; 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