蔚来杨波在直播间说，_老虎社区_美港股上老虎

2025-09-22

蔚来杨波在直播间说，ES8的交付周期是24到26周，这意味着现在订车，最快也要到明年2到3月才能拿到车。今年已经定了4万辆，12月产能要爬升到1.5万辆，1到2月产能能达到3万辆。也就是说，ES8在48小时内大定订单已经突破7万辆了，这可是一台40万的车啊。 $蔚来(NIO)$ $蔚来-SW(09866)$

蔚来首度实现单季盈利！上车时机？

蔚来汽车预计2025年第四季度实现首次单季度经营利润，经调整后达7亿至12亿元。即便按更严格的会计准则，利润亦预计为2亿至7亿元，显示其盈利改善源于运营优化。对比去年同期亏损超55亿元，本季度环比改善约62亿至67亿元。公司称增长由销量提升、产品结构优化及全面降本增效推动。【大家看好蔚来涨势吗？】

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