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John8866

John8866

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12分钟前

$理想汽车-W(02015)$ 显然要回到50，着急什么？

05-20 18:34

凉凉

理想汽车Q1营收同比增长36%，交付指引不及预期

04-28

$理想汽车(LI)$ 问界出事，利好理想？

04-01

竞猜赢虎币，寻找实盘收益王

查看详情：竞猜赢虎币，寻找实盘收益王快来参与竞猜赢虎币活动，寻找你心中的实盘收益王，邀请好友最多可得250枚虎币

竞猜赢虎币，寻找实盘收益王

03-27

竞猜赢虎币，寻找实盘收益王

查看详情：竞猜赢虎币，寻找实盘收益王快来参与竞猜赢虎币活动，寻找你心中的实盘收益王，邀请好友最多可得250枚虎币

竞猜赢虎币，寻找实盘收益王

03-22

$老虎证券(TIGR)$ 跌了30%，是不是该反弹一下

03-20

基本属于完蛋了

金山云Q4调整后毛利率达15.2%再创新高较上季度大幅跨越3.1个百分点

03-19

怎么做到这样的胜率和收益率的？

@小老虎哈哈:我开仓了$英伟达(NVDA)$ ,我平仓了15.0股$英伟达(NVDA)$ ,这不是开仓，是前两天买了，今天买回来的，再练习短线交易，学习中

03-16

$奇富科技(QFIN)$ 做个短线，赚点差价

03-12

$纳斯达克(.IXIC)$ 这TMD什么意思，通胀超预期还利好了？

03-08

$理想汽车(LI)$ 20日线博一下

03-07

$龙湖集团(00960)$ 在30日线这里做一下看看

03-02

$纳斯达克(.IXIC)$ 历史大顶

02-26

$超微电脑(SMCI)$ 整个ai的炒作基本告一段落了，超微会跌回前期平台，拭目以待

02-15

$龙湖集团(00960)$ 急跌缓涨是吸货

2023-07-31

$Palantir Technologies Inc.(PLTR)$ 靠研报出货……

2023-06-27

$金山云(KC)$ 感谢雷军大大，6.35已出，又赚点零花钱

2023-06-15

$金山云(KC)$ 主力突然消失了……

2023-06-13

$金山云(KC)$ 高开低走是出货，出了三天了……

2023-05-24

$金山云(KC)$ 天天多空大战，太惊心动魄

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a> 显然要回到50，着急什么？","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a> 显然要回到50，着急什么？","text":"$理想汽车-W(02015)$ 显然要回到50，着急什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308237964865544","isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307935057531088,"gmtCreate":1716201298335,"gmtModify":1716201300129,"author":{"id":"3483098821036046","authorId":"3483098821036046","name":"John8866","avatar":"https://static.tigerbbs.com/16a5fc469fa44e34f1f6159a8b3f3a19","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"凉凉","listText":"凉凉","text":"凉凉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307935057531088","repostId":"1126362040","repostType":2,"repost":{"id":"1126362040","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1716193869,"share":"https://www.laohu8.com/m/news/1126362040?lang=&edition=full","pubTime":"2024-05-20 16:31","market":"us","language":"zh","title":"理想汽车Q1营收同比增长36%， 交付指引不及预期 ","url":"https://stock-news.laohu8.com/highlight/detail?id=1126362040","media":"华尔街见闻","summary":"5月20日，理想汽车盘前发布财报，财报显示：第一季度营收256亿元人民币，预估255.8亿元人民币；理想汽车预计第二季度营收299亿元人民币至314亿元人民币。","content":"<html><head></head><body><blockquote><p><strong>理想汽车，预计第二季度营收同比增长4.2%—9.4%，预计交付量105000至110000辆，而市场预估指引为130692辆。</strong></p></blockquote><p>理想汽车一季度营收同比增长36%，毛利率环比下滑2.9个百分点，Q2交付指引不及预期。</p><p style=\"text-align: justify;\">5月20日美股盘前，理想汽车公布截至2024年3月31日止的一季度财报。财报数据显示，理想汽车第一季度营收为256亿元人民币，小幅超出市场预期的255.8亿元，<strong>同比增长36.4%，环比减少38.6%。</strong></p><p style=\"text-align: justify;\">毛利方面，理想汽车毛利为53亿元人民币，同比增长38.0%，环比减少46.0%；毛利率20.6％，上年同期20.4％，环比减少2.9个百分点，主要由于车辆毛利率下降。</p><p style=\"text-align: justify;\">净利环比、同比均下滑，理想汽车一季度净利润5.91亿元，同比减少36.7%，环比减少89.7%；non gaap净利润13亿元，同比、环比分别下滑9.7%、72.2%，归属股东的调整后净利润12.8亿元。</p><p style=\"text-align: justify;\">调整后每ADS收益1.21元人民币，上年同期1.44元人民币；ADS每股收益0.56元人民币，上年同期0.89元人民币，大幅不及预估的1.61元。</p><p style=\"text-align: justify;\"><strong>现金流转负，一季度自由现金流负50.6亿元人民币，</strong>而上年同期正67.0亿元人民币，2023年第四季度为146 亿元。。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9264566e41c23d17a0dbb72d825ab7f4\" title=\"\" tg-width=\"933\" tg-height=\"581\"/></p><h2 id=\"id_698419041\" style=\"text-align: start;\">汽车销售收入同比增长32%</h2><p style=\"text-align: justify;\">理想汽车一季度车辆销售收入为242.5亿元，同比增长32.3%，环比减少39.9%。<strong>理想表示，车辆销售收入环比减少主要受到与中国春节假期相关的季节性因素的影响及三月份销售订单不及预期导致的车辆交付量减少。</strong></p><p style=\"text-align: justify;\">第一季度的车辆毛利率为 19.3%，而 2023 年第一季度为 19.8%，2023 年第四季度为 22.7%。<strong>车辆毛利率环比下降主要由于平均售价降低。</strong></p><p style=\"text-align: justify;\">其他销售和服务收入为14亿元人民币，同比增长200.6%，环比增长2.2%。理想汽车表示，其他销售和服务收入同比增加主要由于包含充电桩在内的与汽车销售配套的产品和服务的销售额亦随之增加，以及车辆累计销量的增加使配件及提供服务的销售额亦随之增加，但较2023年第四季度保持相对稳定。</p><p style=\"text-align: justify;\">费用方面，第一季度的研发费用为人民币 30 亿元，同比增长64.6%，环比减少12.7%，研发费用较2023年第四季度减少主要与新车型研发项目的时间与进度相关。</p><p style=\"text-align: justify;\">销售、一般及管理费用为人民币 30 亿元，同比增长81.0%，环比增加减少 8.9%，较2023 年第四季度减少主要由于车辆交付量减少。</p><h2 id=\"id_1893753977\" style=\"text-align: start;\">Q2交付指引不及预期</h2><p style=\"text-align: justify;\"><strong>交付数据方面，理想汽车第一季度汽车总交付量为80400 辆，同比增长 52.9%。4月交付了25787 辆汽车，几乎持平去年同期。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e4973b75380c0395187de7484d90369\" title=\"\" tg-width=\"640\" tg-height=\"144\"/></p><p style=\"text-align: justify;\">截至 2024 年 3 月 31 日，在全国，本公司于 142 个城市拥有 474 家零售中心，于 209 个城市运营 356 家售后维修中心及理想汽车授权钣喷中心，并已投入使用 357 座理想超充站，配备 1544 个充电桩。</p><p style=\"text-align: justify;\">一季度，理想发布了三款车型，理想 MEGA， 2024 款理想 L 系列，包括2024 款理想 L7、理想 L8、理想 L9，以及家庭五座豪华 SUV 理想 L6开启交付。</p><p style=\"text-align: justify;\"><strong>展望第二季度，理想汽车预计，营收299亿元—314亿元人民币，同比增长4.2%—9.4%，不及市场预估的386.3亿元人民币。预计车辆交付量为105000—110000辆，较2023年第二季度增长21.3%—27.1%，而市场预估指引为130692辆。</strong></p><p style=\"text-align: justify;\">理想汽车首席财务官李铁先生表示：</p><blockquote><p style=\"text-align: justify;\">尽管经历了新车型上市、产品迭代和价格体系调整，我们第一季度的财务业绩保持稳健。期间，收入同比增长 36.4%，达到人民币 256 亿元，毛利率维持在 20.6%的健康水平。</p><p style=\"text-align: justify;\">虽然第一季度交付量环比有所波动，但我们对未来几个季度的交付量增长充满信心，并在研发和销服网络保持投入。展望未来，我们会继续严格评估和优化运营，保持以用户和产品为核心，在激烈的市场竞争环境中向长期愿景迈进。</p></blockquote><p>财报发布后，理想汽车盘前下挫，现跌超4%，此前一度涨超3%</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33036028a1a6a9fe505b0a148aae79e2\" title=\"\" tg-width=\"900\" tg-height=\"533\"/></p><p></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>理想汽车Q1营收同比增长36%， 交付指引不及预期 </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理想汽车Q1营收同比增长36%， 交付指引不及预期 \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2024-05-20 16:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p><strong>理想汽车，预计第二季度营收同比增长4.2%—9.4%，预计交付量105000至110000辆，而市场预估指引为130692辆。</strong></p></blockquote><p>理想汽车一季度营收同比增长36%，毛利率环比下滑2.9个百分点，Q2交付指引不及预期。</p><p style=\"text-align: justify;\">5月20日美股盘前，理想汽车公布截至2024年3月31日止的一季度财报。财报数据显示，理想汽车第一季度营收为256亿元人民币，小幅超出市场预期的255.8亿元，<strong>同比增长36.4%，环比减少38.6%。</strong></p><p style=\"text-align: justify;\">毛利方面，理想汽车毛利为53亿元人民币，同比增长38.0%，环比减少46.0%；毛利率20.6％，上年同期20.4％，环比减少2.9个百分点，主要由于车辆毛利率下降。</p><p style=\"text-align: justify;\">净利环比、同比均下滑，理想汽车一季度净利润5.91亿元，同比减少36.7%，环比减少89.7%；non gaap净利润13亿元，同比、环比分别下滑9.7%、72.2%，归属股东的调整后净利润12.8亿元。</p><p style=\"text-align: justify;\">调整后每ADS收益1.21元人民币，上年同期1.44元人民币；ADS每股收益0.56元人民币，上年同期0.89元人民币，大幅不及预估的1.61元。</p><p style=\"text-align: justify;\"><strong>现金流转负，一季度自由现金流负50.6亿元人民币，</strong>而上年同期正67.0亿元人民币，2023年第四季度为146 亿元。。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9264566e41c23d17a0dbb72d825ab7f4\" title=\"\" tg-width=\"933\" tg-height=\"581\"/></p><h2 id=\"id_698419041\" style=\"text-align: start;\">汽车销售收入同比增长32%</h2><p style=\"text-align: justify;\">理想汽车一季度车辆销售收入为242.5亿元，同比增长32.3%，环比减少39.9%。<strong>理想表示，车辆销售收入环比减少主要受到与中国春节假期相关的季节性因素的影响及三月份销售订单不及预期导致的车辆交付量减少。</strong></p><p style=\"text-align: justify;\">第一季度的车辆毛利率为 19.3%，而 2023 年第一季度为 19.8%，2023 年第四季度为 22.7%。<strong>车辆毛利率环比下降主要由于平均售价降低。</strong></p><p style=\"text-align: justify;\">其他销售和服务收入为14亿元人民币，同比增长200.6%，环比增长2.2%。理想汽车表示，其他销售和服务收入同比增加主要由于包含充电桩在内的与汽车销售配套的产品和服务的销售额亦随之增加，以及车辆累计销量的增加使配件及提供服务的销售额亦随之增加，但较2023年第四季度保持相对稳定。</p><p style=\"text-align: justify;\">费用方面，第一季度的研发费用为人民币 30 亿元，同比增长64.6%，环比减少12.7%，研发费用较2023年第四季度减少主要与新车型研发项目的时间与进度相关。</p><p style=\"text-align: justify;\">销售、一般及管理费用为人民币 30 亿元，同比增长81.0%，环比增加减少 8.9%，较2023 年第四季度减少主要由于车辆交付量减少。</p><h2 id=\"id_1893753977\" style=\"text-align: start;\">Q2交付指引不及预期</h2><p style=\"text-align: justify;\"><strong>交付数据方面，理想汽车第一季度汽车总交付量为80400 辆，同比增长 52.9%。4月交付了25787 辆汽车，几乎持平去年同期。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e4973b75380c0395187de7484d90369\" title=\"\" tg-width=\"640\" tg-height=\"144\"/></p><p style=\"text-align: justify;\">截至 2024 年 3 月 31 日，在全国，本公司于 142 个城市拥有 474 家零售中心，于 209 个城市运营 356 家售后维修中心及理想汽车授权钣喷中心，并已投入使用 357 座理想超充站，配备 1544 个充电桩。</p><p style=\"text-align: justify;\">一季度，理想发布了三款车型，理想 MEGA， 2024 款理想 L 系列，包括2024 款理想 L7、理想 L8、理想 L9，以及家庭五座豪华 SUV 理想 L6开启交付。</p><p style=\"text-align: justify;\"><strong>展望第二季度，理想汽车预计，营收299亿元—314亿元人民币，同比增长4.2%—9.4%，不及市场预估的386.3亿元人民币。预计车辆交付量为105000—110000辆，较2023年第二季度增长21.3%—27.1%，而市场预估指引为130692辆。</strong></p><p style=\"text-align: justify;\">理想汽车首席财务官李铁先生表示：</p><blockquote><p style=\"text-align: justify;\">尽管经历了新车型上市、产品迭代和价格体系调整，我们第一季度的财务业绩保持稳健。期间，收入同比增长 36.4%，达到人民币 256 亿元，毛利率维持在 20.6%的健康水平。</p><p style=\"text-align: justify;\">虽然第一季度交付量环比有所波动，但我们对未来几个季度的交付量增长充满信心，并在研发和销服网络保持投入。展望未来，我们会继续严格评估和优化运营，保持以用户和产品为核心，在激烈的市场竞争环境中向长期愿景迈进。</p></blockquote><p>财报发布后，理想汽车盘前下挫，现跌超4%，此前一度涨超3%</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33036028a1a6a9fe505b0a148aae79e2\" title=\"\" tg-width=\"900\" tg-height=\"533\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126362040","content_text":"理想汽车，预计第二季度营收同比增长4.2%—9.4%，预计交付量105000至110000辆，而市场预估指引为130692辆。理想汽车一季度营收同比增长36%，毛利率环比下滑2.9个百分点，Q2交付指引不及预期。5月20日美股盘前，理想汽车公布截至2024年3月31日止的一季度财报。财报数据显示，理想汽车第一季度营收为256亿元人民币，小幅超出市场预期的255.8亿元，同比增长36.4%，环比减少38.6%。毛利方面，理想汽车毛利为53亿元人民币，同比增长38.0%，环比减少46.0%；毛利率20.6％，上年同期20.4％，环比减少2.9个百分点，主要由于车辆毛利率下降。净利环比、同比均下滑，理想汽车一季度净利润5.91亿元，同比减少36.7%，环比减少89.7%；non gaap净利润13亿元，同比、环比分别下滑9.7%、72.2%，归属股东的调整后净利润12.8亿元。调整后每ADS收益1.21元人民币，上年同期1.44元人民币；ADS每股收益0.56元人民币，上年同期0.89元人民币，大幅不及预估的1.61元。现金流转负，一季度自由现金流负50.6亿元人民币，而上年同期正67.0亿元人民币，2023年第四季度为146 亿元。。汽车销售收入同比增长32%理想汽车一季度车辆销售收入为242.5亿元，同比增长32.3%，环比减少39.9%。理想表示，车辆销售收入环比减少主要受到与中国春节假期相关的季节性因素的影响及三月份销售订单不及预期导致的车辆交付量减少。第一季度的车辆毛利率为 19.3%，而 2023 年第一季度为 19.8%，2023 年第四季度为 22.7%。车辆毛利率环比下降主要由于平均售价降低。其他销售和服务收入为14亿元人民币，同比增长200.6%，环比增长2.2%。理想汽车表示，其他销售和服务收入同比增加主要由于包含充电桩在内的与汽车销售配套的产品和服务的销售额亦随之增加，以及车辆累计销量的增加使配件及提供服务的销售额亦随之增加，但较2023年第四季度保持相对稳定。费用方面，第一季度的研发费用为人民币 30 亿元，同比增长64.6%，环比减少12.7%，研发费用较2023年第四季度减少主要与新车型研发项目的时间与进度相关。销售、一般及管理费用为人民币 30 亿元，同比增长81.0%，环比增加减少 8.9%，较2023 年第四季度减少主要由于车辆交付量减少。Q2交付指引不及预期交付数据方面，理想汽车第一季度汽车总交付量为80400 辆，同比增长 52.9%。4月交付了25787 辆汽车，几乎持平去年同期。截至 2024 年 3 月 31 日，在全国，本公司于 142 个城市拥有 474 家零售中心，于 209 个城市运营 356 家售后维修中心及理想汽车授权钣喷中心，并已投入使用 357 座理想超充站，配备 1544 个充电桩。一季度，理想发布了三款车型，理想 MEGA， 2024 款理想 L 系列，包括2024 款理想 L7、理想 L8、理想 L9，以及家庭五座豪华 SUV 理想 L6开启交付。展望第二季度，理想汽车预计，营收299亿元—314亿元人民币，同比增长4.2%—9.4%，不及市场预估的386.3亿元人民币。预计车辆交付量为105000—110000辆，较2023年第二季度增长21.3%—27.1%，而市场预估指引为130692辆。理想汽车首席财务官李铁先生表示：尽管经历了新车型上市、产品迭代和价格体系调整，我们第一季度的财务业绩保持稳健。期间，收入同比增长 36.4%，达到人民币 256 亿元，毛利率维持在 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问界出事，利好理想？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300159092498480","isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290623166177424,"gmtCreate":1711959457654,"gmtModify":1711959618896,"author":{"id":"3483098821036046","authorId":"3483098821036046","name":"John8866","avatar":"https://static.tigerbbs.com/16a5fc469fa44e34f1f6159a8b3f3a19","crmLevel":9,"crmLevelSwitch":0},"themes":[],"title":"竞猜赢虎币 ，寻找实盘收益王","htmlText":"查看详情：<a href=\"https://tigr.link/78MNBS\">竞猜赢虎币 ，寻找实盘收益王</a> 快来参与竞猜赢虎币活动，寻找你心中的实盘收益王，邀请好友最多可得250枚虎币","listText":"查看详情：<a href=\"https://tigr.link/78MNBS\">竞猜赢虎币 ，寻找实盘收益王</a> 快来参与竞猜赢虎币活动，寻找你心中的实盘收益王，邀请好友最多可得250枚虎币","text":"查看详情：竞猜赢虎币 ，寻找实盘收益王 快来参与竞猜赢虎币活动，寻找你心中的实盘收益王，邀请好友最多可得250枚虎币","images":[{"img":"https://static.tigerbbs.com/f22c491ee8ae08f0d36ded0795f1fe33"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290623166177424","isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":288546866041008,"gmtCreate":1711478792802,"gmtModify":1711492481635,"author":{"id":"3483098821036046","authorId":"3483098821036046","name":"John8866","avatar":"https://static.tigerbbs.com/16a5fc469fa44e34f1f6159a8b3f3a19","crmLevel":9,"crmLevelSwitch":0},"themes":[],"title":"竞猜赢虎币 ，寻找实盘收益王","htmlText":"查看详情：<a href=\"https://tigr.link/74raBU\">竞猜赢虎币 ，寻找实盘收益王</a> 快来参与竞猜赢虎币活动，寻找你心中的实盘收益王，邀请好友最多可得250枚虎币","listText":"查看详情：<a href=\"https://tigr.link/74raBU\">竞猜赢虎币 ，寻找实盘收益王</a> 快来参与竞猜赢虎币活动，寻找你心中的实盘收益王，邀请好友最多可得250枚虎币","text":"查看详情：竞猜赢虎币 ，寻找实盘收益王 快来参与竞猜赢虎币活动，寻找你心中的实盘收益王，邀请好友最多可得250枚虎币","images":[{"img":"https://static.tigerbbs.com/f22c491ee8ae08f0d36ded0795f1fe33"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288546866041008","isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":287084628742432,"gmtCreate":1711118045345,"gmtModify":1711118046418,"author":{"id":"3483098821036046","authorId":"3483098821036046","name":"John8866","avatar":"https://static.tigerbbs.com/16a5fc469fa44e34f1f6159a8b3f3a19","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 跌了30%，是不是该反弹一下","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 跌了30%，是不是该反弹一下","text":"$老虎证券(TIGR)$ 跌了30%，是不是该反弹一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/287084628742432","isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286358675779680,"gmtCreate":1710939341189,"gmtModify":1710939342944,"author":{"id":"3483098821036046","authorId":"3483098821036046","name":"John8866","avatar":"https://static.tigerbbs.com/16a5fc469fa44e34f1f6159a8b3f3a19","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"基本属于完蛋了","listText":"基本属于完蛋了","text":"基本属于完蛋了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286358675779680","repostId":"2420674967","repostType":2,"repost":{"id":"2420674967","pubTimestamp":1710937769,"share":"https://www.laohu8.com/m/news/2420674967?lang=&edition=full","pubTime":"2024-03-20 20:29","market":"us","language":"zh","title":"金山云Q4调整后毛利率达15.2%再创新高  较上季度大幅跨越3.1个百分点","url":"https://stock-news.laohu8.com/highlight/detail?id=2420674967","media":"格隆汇资讯","summary":"今日，金山云(KC.US，3896.HK)发布2023年第四季度财报。受益于高质量可持续发展战略的持续推进，公司实现了收入规模和盈利能力的双增长。财报显示，本季度公司实现总营收17.22亿元，环比提升6.0%。其中，公有云实现收入10.52亿元，环比增长3.5%；行业云实现收入6.70亿元，环比增长10.2%。季度内，公司调整后毛利率达15.2%，相较上季度大幅跨越3.1个百分点，连续6个季度持续稳步提升,再创历史新高；Q4常态化调整后EBIDTA率为-1.6%，较去年同期大幅缩窄8.6个百分点。","content":"<html><body><article><p>今日，<a href=\"https://laohu8.com/S/KC\">金山云</a>(KC.US，3896.HK)发布2023年第四季度财报。受益于高质量可持续发展战略的持续推进，公司实现了收入规模和盈利能力的双增长。财报显示，本季度公司实现总营收17.22亿元，环比提升6.0%。其中，公有云实现收入10.52亿元，环比增长3.5%；行业云实现收入6.70亿元，环比增长10.2%。季度内，公司调整后毛利率达15.2%，相较上季度大幅跨越3.1个百分点，连续6个季度持续稳步提升,再创历史新高；Q4常态化调整后EBIDTA率为-1.6%，较去年同期大幅缩窄8.6个百分点。</p></article></body></html>","source":"tencent","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>金山云Q4调整后毛利率达15.2%再创新高  较上季度大幅跨越3.1个百分点</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; 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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金山云Q4调整后毛利率达15.2%再创新高  较上季度大幅跨越3.1个百分点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-20 20:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403202029588b4c743e&s=b><strong>格隆汇资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日，金山云(KC.US，3896.HK)发布2023年第四季度财报。受益于高质量可持续发展战略的持续推进，公司实现了收入规模和盈利能力的双增长。财报显示，本季度公司实现总营收17.22亿元，环比提升6.0%。其中，公有云实现收入10.52亿元，环比增长3.5%；行业云实现收入6.70亿元，环比增长10.2%。季度内，公司调整后毛利率达15.2%，相较上季度大幅跨越3.1个百分点，连续6个季度持续...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403202029588b4c743e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KC":"金山云","03896":"金山云","BK4116":"互联网服务与基础架构","BK4526":"热门中概股","BK4563":"昨日强势股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403202029588b4c743e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2420674967","content_text":"今日，金山云(KC.US，3896.HK)发布2023年第四季度财报。受益于高质量可持续发展战略的持续推进，公司实现了收入规模和盈利能力的双增长。财报显示，本季度公司实现总营收17.22亿元，环比提升6.0%。其中，公有云实现收入10.52亿元，环比增长3.5%；行业云实现收入6.70亿元，环比增长10.2%。季度内，公司调整后毛利率达15.2%，相较上季度大幅跨越3.1个百分点，连续6个季度持续稳步提升,再创历史新高；Q4常态化调整后EBIDTA率为-1.6%，较去年同期大幅缩窄8.6个百分点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286056604221440,"gmtCreate":1710856356605,"gmtModify":1710856358465,"author":{"id":"3483098821036046","authorId":"3483098821036046","name":"John8866","avatar":"https://static.tigerbbs.com/16a5fc469fa44e34f1f6159a8b3f3a19","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"怎么做到这样的胜率和收益率的？","listText":"怎么做到这样的胜率和收益率的？","text":"怎么做到这样的胜率和收益率的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286056604221440","repostId":"286055887610128","repostType":1,"repost":{"id":286055887610128,"gmtCreate":1710856305157,"gmtModify":1712905237643,"author":{"id":"3464391483468055","authorId":"3464391483468055","name":"小老虎哈哈","avatar":"https://static.tigerbbs.com/78fe34805f6b7096adb09410e09315aa","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"我开仓了<a 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href=\"https://laohu8.com/S/BLCT\">$蓝城兄弟(BLCT)$</a>大单压着，小单吸筹，就这点伎俩","text":"$蓝城兄弟(BLCT)$大单压着，小单吸筹，就这点伎俩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/351205477","isVote":1,"tweetType":1,"viewCount":1694,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569891020684074","authorId":"3569891020684074","name":"AbC","avatar":"https://static.tigerbbs.com/5aa41b2f67f05a172f26af7c1425b3f5","crmLevel":1,"crmLevelSwitch":0},"content":"一直观察都觉得是故意打压吸筹的","text":"一直观察都觉得是故意打压吸筹的","html":"一直观察都觉得是故意打压吸筹的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692736781,"gmtCreate":1641213236054,"gmtModify":1641214570007,"author":{"id":"3483098821036046","authorId":"3483098821036046","name":"John8866","avatar":"https://static.tigerbbs.com/16a5fc469fa44e34f1f6159a8b3f3a19","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BLCT\">$蓝城兄弟(BLCT)$</a>没见过这么不要脸的大股东吧？16块发行1.8回购，真是不要脸到极点了！","listText":"<a href=\"https://laohu8.com/S/BLCT\">$蓝城兄弟(BLCT)$</a>没见过这么不要脸的大股东吧？16块发行1.8回购，真是不要脸到极点了！","text":"$蓝城兄弟(BLCT)$没见过这么不要脸的大股东吧？16块发行1.8回购，真是不要脸到极点了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/692736781","isVote":1,"tweetType":1,"viewCount":1025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800712663,"gmtCreate":1627319028652,"gmtModify":1627319028652,"author":{"id":"3483098821036046","authorId":"3483098821036046","name":"John8866","avatar":"https://static.tigerbbs.com/16a5fc469fa44e34f1f6159a8b3f3a19","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>底就在这里了","listText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>底就在这里了","text":"$新东方(EDU)$底就在这里了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/800712663","isVote":1,"tweetType":1,"viewCount":2678,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"89111174556612","authorId":"89111174556612","name":"项小羽","avatar":"https://static.tigerbbs.com/afbcefe7f15aeb530596821ee74c337b","crmLevel":7,"crmLevelSwitch":0},"content":"1块才是低，这星期肯定到","text":"1块才是低，这星期肯定到","html":"1块才是低，这星期肯定到"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341676883,"gmtCreate":1617812910942,"gmtModify":1617812910942,"author":{"id":"3483098821036046","authorId":"3483098821036046","name":"John8866","avatar":"https://static.tigerbbs.com/16a5fc469fa44e34f1f6159a8b3f3a19","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BLCT\">$蓝城兄弟(BLCT)$</a>看到有大单压着，我就放心了","listText":"<a href=\"https://laohu8.com/S/BLCT\">$蓝城兄弟(BLCT)$</a>看到有大单压着，我就放心了","text":"$蓝城兄弟(BLCT)$看到有大单压着，我就放心了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/341676883","isVote":1,"tweetType":1,"viewCount":1718,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3485423040271412","authorId":"3485423040271412","name":"MathSpirit","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"content":"说明什么？","text":"说明什么？","html":"说明什么？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811659759,"gmtCreate":1630320184971,"gmtModify":1704958363096,"author":{"id":"3483098821036046","authorId":"3483098821036046","name":"John8866","avatar":"https://static.tigerbbs.com/16a5fc469fa44e34f1f6159a8b3f3a19","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BLCT\">$蓝城兄弟(BLCT)$</a>这周的某一天突然涨20%+，不要觉得惊讶","listText":"<a href=\"https://laohu8.com/S/BLCT\">$蓝城兄弟(BLCT)$</a>这周的某一天突然涨20%+，不要觉得惊讶","text":"$蓝城兄弟(BLCT)$这周的某一天突然涨20%+，不要觉得惊讶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/811659759","isVote":1,"tweetType":1,"viewCount":2117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":126195555,"gmtCreate":1624546818677,"gmtModify":1624546818677,"author":{"id":"3483098821036046","authorId":"3483098821036046","name":"John8866","avatar":"https://static.tigerbbs.com/16a5fc469fa44e34f1f6159a8b3f3a19","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BLCT\">$蓝城兄弟(BLCT)$</a>昨天刚割肉[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BLCT\">$蓝城兄弟(BLCT)$</a>昨天刚割肉[流泪]&nbsp;","text":"$蓝城兄弟(BLCT)$昨天刚割肉[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/126195555","isVote":1,"tweetType":1,"viewCount":1030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":112907532,"gmtCreate":1622837527226,"gmtModify":1622837527226,"author":{"id":"3483098821036046","authorId":"3483098821036046","name":"John8866","avatar":"https://static.tigerbbs.com/16a5fc469fa44e34f1f6159a8b3f3a19","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BLCT\">$蓝城兄弟(BLCT)$</a>盘后成交420万美元，近3000万人民币！","listText":"<a href=\"https://laohu8.com/S/BLCT\">$蓝城兄弟(BLCT)$</a>盘后成交420万美元，近3000万人民币！","text":"$蓝城兄弟(BLCT)$盘后成交420万美元，近3000万人民币！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/112907532","isVote":1,"tweetType":1,"viewCount":1415,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569891020684074","authorId":"3569891020684074","name":"AbC","avatar":"https://static.tigerbbs.com/5aa41b2f67f05a172f26af7c1425b3f5","crmLevel":1,"crmLevelSwitch":0},"content":"也没见股价有任何不同啊，左手换右手吧，不然哪有60万股卖出来。","text":"也没见股价有任何不同啊，左手换右手吧，不然哪有60万股卖出来。","html":"也没见股价有任何不同啊，左手换右手吧，不然哪有60万股卖出来。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307935057531088,"gmtCreate":1716201298335,"gmtModify":1716201300129,"author":{"id":"3483098821036046","authorId":"3483098821036046","name":"John8866","avatar":"https://static.tigerbbs.com/16a5fc469fa44e34f1f6159a8b3f3a19","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"凉凉","listText":"凉凉","text":"凉凉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307935057531088","repostId":"1126362040","repostType":2,"repost":{"id":"1126362040","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1716193869,"share":"https://www.laohu8.com/m/news/1126362040?lang=&edition=full","pubTime":"2024-05-20 16:31","market":"us","language":"zh","title":"理想汽车Q1营收同比增长36%， 交付指引不及预期 ","url":"https://stock-news.laohu8.com/highlight/detail?id=1126362040","media":"华尔街见闻","summary":"5月20日，理想汽车盘前发布财报，财报显示：第一季度营收256亿元人民币，预估255.8亿元人民币；理想汽车预计第二季度营收299亿元人民币至314亿元人民币。","content":"<html><head></head><body><blockquote><p><strong>理想汽车，预计第二季度营收同比增长4.2%—9.4%，预计交付量105000至110000辆，而市场预估指引为130692辆。</strong></p></blockquote><p>理想汽车一季度营收同比增长36%，毛利率环比下滑2.9个百分点，Q2交付指引不及预期。</p><p style=\"text-align: justify;\">5月20日美股盘前，理想汽车公布截至2024年3月31日止的一季度财报。财报数据显示，理想汽车第一季度营收为256亿元人民币，小幅超出市场预期的255.8亿元，<strong>同比增长36.4%，环比减少38.6%。</strong></p><p style=\"text-align: justify;\">毛利方面，理想汽车毛利为53亿元人民币，同比增长38.0%，环比减少46.0%；毛利率20.6％，上年同期20.4％，环比减少2.9个百分点，主要由于车辆毛利率下降。</p><p style=\"text-align: justify;\">净利环比、同比均下滑，理想汽车一季度净利润5.91亿元，同比减少36.7%，环比减少89.7%；non gaap净利润13亿元，同比、环比分别下滑9.7%、72.2%，归属股东的调整后净利润12.8亿元。</p><p style=\"text-align: justify;\">调整后每ADS收益1.21元人民币，上年同期1.44元人民币；ADS每股收益0.56元人民币，上年同期0.89元人民币，大幅不及预估的1.61元。</p><p style=\"text-align: justify;\"><strong>现金流转负，一季度自由现金流负50.6亿元人民币，</strong>而上年同期正67.0亿元人民币，2023年第四季度为146 亿元。。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9264566e41c23d17a0dbb72d825ab7f4\" title=\"\" tg-width=\"933\" tg-height=\"581\"/></p><h2 id=\"id_698419041\" style=\"text-align: start;\">汽车销售收入同比增长32%</h2><p style=\"text-align: justify;\">理想汽车一季度车辆销售收入为242.5亿元，同比增长32.3%，环比减少39.9%。<strong>理想表示，车辆销售收入环比减少主要受到与中国春节假期相关的季节性因素的影响及三月份销售订单不及预期导致的车辆交付量减少。</strong></p><p style=\"text-align: justify;\">第一季度的车辆毛利率为 19.3%，而 2023 年第一季度为 19.8%，2023 年第四季度为 22.7%。<strong>车辆毛利率环比下降主要由于平均售价降低。</strong></p><p style=\"text-align: justify;\">其他销售和服务收入为14亿元人民币，同比增长200.6%，环比增长2.2%。理想汽车表示，其他销售和服务收入同比增加主要由于包含充电桩在内的与汽车销售配套的产品和服务的销售额亦随之增加，以及车辆累计销量的增加使配件及提供服务的销售额亦随之增加，但较2023年第四季度保持相对稳定。</p><p style=\"text-align: justify;\">费用方面，第一季度的研发费用为人民币 30 亿元，同比增长64.6%，环比减少12.7%，研发费用较2023年第四季度减少主要与新车型研发项目的时间与进度相关。</p><p style=\"text-align: justify;\">销售、一般及管理费用为人民币 30 亿元，同比增长81.0%，环比增加减少 8.9%，较2023 年第四季度减少主要由于车辆交付量减少。</p><h2 id=\"id_1893753977\" style=\"text-align: start;\">Q2交付指引不及预期</h2><p style=\"text-align: justify;\"><strong>交付数据方面，理想汽车第一季度汽车总交付量为80400 辆，同比增长 52.9%。4月交付了25787 辆汽车，几乎持平去年同期。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e4973b75380c0395187de7484d90369\" title=\"\" tg-width=\"640\" tg-height=\"144\"/></p><p style=\"text-align: justify;\">截至 2024 年 3 月 31 日，在全国，本公司于 142 个城市拥有 474 家零售中心，于 209 个城市运营 356 家售后维修中心及理想汽车授权钣喷中心，并已投入使用 357 座理想超充站，配备 1544 个充电桩。</p><p style=\"text-align: justify;\">一季度，理想发布了三款车型，理想 MEGA， 2024 款理想 L 系列，包括2024 款理想 L7、理想 L8、理想 L9，以及家庭五座豪华 SUV 理想 L6开启交付。</p><p style=\"text-align: justify;\"><strong>展望第二季度，理想汽车预计，营收299亿元—314亿元人民币，同比增长4.2%—9.4%，不及市场预估的386.3亿元人民币。预计车辆交付量为105000—110000辆，较2023年第二季度增长21.3%—27.1%，而市场预估指引为130692辆。</strong></p><p style=\"text-align: justify;\">理想汽车首席财务官李铁先生表示：</p><blockquote><p style=\"text-align: justify;\">尽管经历了新车型上市、产品迭代和价格体系调整，我们第一季度的财务业绩保持稳健。期间，收入同比增长 36.4%，达到人民币 256 亿元，毛利率维持在 20.6%的健康水平。</p><p style=\"text-align: justify;\">虽然第一季度交付量环比有所波动，但我们对未来几个季度的交付量增长充满信心，并在研发和销服网络保持投入。展望未来，我们会继续严格评估和优化运营，保持以用户和产品为核心，在激烈的市场竞争环境中向长期愿景迈进。</p></blockquote><p>财报发布后，理想汽车盘前下挫，现跌超4%，此前一度涨超3%</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33036028a1a6a9fe505b0a148aae79e2\" title=\"\" tg-width=\"900\" tg-height=\"533\"/></p><p></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>理想汽车Q1营收同比增长36%， 交付指引不及预期 </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理想汽车Q1营收同比增长36%， 交付指引不及预期 \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2024-05-20 16:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p><strong>理想汽车，预计第二季度营收同比增长4.2%—9.4%，预计交付量105000至110000辆，而市场预估指引为130692辆。</strong></p></blockquote><p>理想汽车一季度营收同比增长36%，毛利率环比下滑2.9个百分点，Q2交付指引不及预期。</p><p style=\"text-align: justify;\">5月20日美股盘前，理想汽车公布截至2024年3月31日止的一季度财报。财报数据显示，理想汽车第一季度营收为256亿元人民币，小幅超出市场预期的255.8亿元，<strong>同比增长36.4%，环比减少38.6%。</strong></p><p style=\"text-align: justify;\">毛利方面，理想汽车毛利为53亿元人民币，同比增长38.0%，环比减少46.0%；毛利率20.6％，上年同期20.4％，环比减少2.9个百分点，主要由于车辆毛利率下降。</p><p style=\"text-align: justify;\">净利环比、同比均下滑，理想汽车一季度净利润5.91亿元，同比减少36.7%，环比减少89.7%；non gaap净利润13亿元，同比、环比分别下滑9.7%、72.2%，归属股东的调整后净利润12.8亿元。</p><p style=\"text-align: justify;\">调整后每ADS收益1.21元人民币，上年同期1.44元人民币；ADS每股收益0.56元人民币，上年同期0.89元人民币，大幅不及预估的1.61元。</p><p style=\"text-align: justify;\"><strong>现金流转负，一季度自由现金流负50.6亿元人民币，</strong>而上年同期正67.0亿元人民币，2023年第四季度为146 亿元。。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9264566e41c23d17a0dbb72d825ab7f4\" title=\"\" tg-width=\"933\" tg-height=\"581\"/></p><h2 id=\"id_698419041\" style=\"text-align: start;\">汽车销售收入同比增长32%</h2><p style=\"text-align: justify;\">理想汽车一季度车辆销售收入为242.5亿元，同比增长32.3%，环比减少39.9%。<strong>理想表示，车辆销售收入环比减少主要受到与中国春节假期相关的季节性因素的影响及三月份销售订单不及预期导致的车辆交付量减少。</strong></p><p style=\"text-align: justify;\">第一季度的车辆毛利率为 19.3%，而 2023 年第一季度为 19.8%，2023 年第四季度为 22.7%。<strong>车辆毛利率环比下降主要由于平均售价降低。</strong></p><p style=\"text-align: justify;\">其他销售和服务收入为14亿元人民币，同比增长200.6%，环比增长2.2%。理想汽车表示，其他销售和服务收入同比增加主要由于包含充电桩在内的与汽车销售配套的产品和服务的销售额亦随之增加，以及车辆累计销量的增加使配件及提供服务的销售额亦随之增加，但较2023年第四季度保持相对稳定。</p><p style=\"text-align: justify;\">费用方面，第一季度的研发费用为人民币 30 亿元，同比增长64.6%，环比减少12.7%，研发费用较2023年第四季度减少主要与新车型研发项目的时间与进度相关。</p><p style=\"text-align: justify;\">销售、一般及管理费用为人民币 30 亿元，同比增长81.0%，环比增加减少 8.9%，较2023 年第四季度减少主要由于车辆交付量减少。</p><h2 id=\"id_1893753977\" style=\"text-align: start;\">Q2交付指引不及预期</h2><p style=\"text-align: justify;\"><strong>交付数据方面，理想汽车第一季度汽车总交付量为80400 辆，同比增长 52.9%。4月交付了25787 辆汽车，几乎持平去年同期。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e4973b75380c0395187de7484d90369\" title=\"\" tg-width=\"640\" tg-height=\"144\"/></p><p style=\"text-align: justify;\">截至 2024 年 3 月 31 日，在全国，本公司于 142 个城市拥有 474 家零售中心，于 209 个城市运营 356 家售后维修中心及理想汽车授权钣喷中心，并已投入使用 357 座理想超充站，配备 1544 个充电桩。</p><p style=\"text-align: justify;\">一季度，理想发布了三款车型，理想 MEGA， 2024 款理想 L 系列，包括2024 款理想 L7、理想 L8、理想 L9，以及家庭五座豪华 SUV 理想 L6开启交付。</p><p style=\"text-align: justify;\"><strong>展望第二季度，理想汽车预计，营收299亿元—314亿元人民币，同比增长4.2%—9.4%，不及市场预估的386.3亿元人民币。预计车辆交付量为105000—110000辆，较2023年第二季度增长21.3%—27.1%，而市场预估指引为130692辆。</strong></p><p style=\"text-align: justify;\">理想汽车首席财务官李铁先生表示：</p><blockquote><p style=\"text-align: justify;\">尽管经历了新车型上市、产品迭代和价格体系调整，我们第一季度的财务业绩保持稳健。期间，收入同比增长 36.4%，达到人民币 256 亿元，毛利率维持在 20.6%的健康水平。</p><p style=\"text-align: justify;\">虽然第一季度交付量环比有所波动，但我们对未来几个季度的交付量增长充满信心，并在研发和销服网络保持投入。展望未来，我们会继续严格评估和优化运营，保持以用户和产品为核心，在激烈的市场竞争环境中向长期愿景迈进。</p></blockquote><p>财报发布后，理想汽车盘前下挫，现跌超4%，此前一度涨超3%</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33036028a1a6a9fe505b0a148aae79e2\" title=\"\" tg-width=\"900\" tg-height=\"533\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126362040","content_text":"理想汽车，预计第二季度营收同比增长4.2%—9.4%，预计交付量105000至110000辆，而市场预估指引为130692辆。理想汽车一季度营收同比增长36%，毛利率环比下滑2.9个百分点，Q2交付指引不及预期。5月20日美股盘前，理想汽车公布截至2024年3月31日止的一季度财报。财报数据显示，理想汽车第一季度营收为256亿元人民币，小幅超出市场预期的255.8亿元，同比增长36.4%，环比减少38.6%。毛利方面，理想汽车毛利为53亿元人民币，同比增长38.0%，环比减少46.0%；毛利率20.6％，上年同期20.4％，环比减少2.9个百分点，主要由于车辆毛利率下降。净利环比、同比均下滑，理想汽车一季度净利润5.91亿元，同比减少36.7%，环比减少89.7%；non gaap净利润13亿元，同比、环比分别下滑9.7%、72.2%，归属股东的调整后净利润12.8亿元。调整后每ADS收益1.21元人民币，上年同期1.44元人民币；ADS每股收益0.56元人民币，上年同期0.89元人民币，大幅不及预估的1.61元。现金流转负，一季度自由现金流负50.6亿元人民币，而上年同期正67.0亿元人民币，2023年第四季度为146 亿元。。汽车销售收入同比增长32%理想汽车一季度车辆销售收入为242.5亿元，同比增长32.3%，环比减少39.9%。理想表示，车辆销售收入环比减少主要受到与中国春节假期相关的季节性因素的影响及三月份销售订单不及预期导致的车辆交付量减少。第一季度的车辆毛利率为 19.3%，而 2023 年第一季度为 19.8%，2023 年第四季度为 22.7%。车辆毛利率环比下降主要由于平均售价降低。其他销售和服务收入为14亿元人民币，同比增长200.6%，环比增长2.2%。理想汽车表示，其他销售和服务收入同比增加主要由于包含充电桩在内的与汽车销售配套的产品和服务的销售额亦随之增加，以及车辆累计销量的增加使配件及提供服务的销售额亦随之增加，但较2023年第四季度保持相对稳定。费用方面，第一季度的研发费用为人民币 30 亿元，同比增长64.6%，环比减少12.7%，研发费用较2023年第四季度减少主要与新车型研发项目的时间与进度相关。销售、一般及管理费用为人民币 30 亿元，同比增长81.0%，环比增加减少 8.9%，较2023 年第四季度减少主要由于车辆交付量减少。Q2交付指引不及预期交付数据方面，理想汽车第一季度汽车总交付量为80400 辆，同比增长 52.9%。4月交付了25787 辆汽车，几乎持平去年同期。截至 2024 年 3 月 31 日，在全国，本公司于 142 个城市拥有 474 家零售中心，于 209 个城市运营 356 家售后维修中心及理想汽车授权钣喷中心，并已投入使用 357 座理想超充站，配备 1544 个充电桩。一季度，理想发布了三款车型，理想 MEGA， 2024 款理想 L 系列，包括2024 款理想 L7、理想 L8、理想 L9，以及家庭五座豪华 SUV 理想 L6开启交付。展望第二季度，理想汽车预计，营收299亿元—314亿元人民币，同比增长4.2%—9.4%，不及市场预估的386.3亿元人民币。预计车辆交付量为105000—110000辆，较2023年第二季度增长21.3%—27.1%，而市场预估指引为130692辆。理想汽车首席财务官李铁先生表示：尽管经历了新车型上市、产品迭代和价格体系调整，我们第一季度的财务业绩保持稳健。期间，收入同比增长 36.4%，达到人民币 256 亿元，毛利率维持在 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