中报业绩超预期0713

朝阳永续07-13

最新中报业绩超预期，新鲜出炉！赛力斯（601127.SH）上半年预亏15亿至18亿元，同比由盈转亏，鉴定结果为可能低于预期。这主要源于“成本涨、售价降”的双向挤压，存储芯片、碳酸锂等原材料涨价推高成本，行业价格战又压缩了终端毛利。同时，公司对部分因技术迭代而适配性有限的存量资产计提了减值。不过，经营端仍有韧性，问界系列上半年累计交付同比增长10.2%，全新M9交付3周破万、M6上市54天交付超3...

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