控盘小韭菜的个人主页 - 老虎社区

控盘小韭菜

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IP属地：北京

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控盘小韭菜

06-25

$蔚来(NIO)$ 不能回购一下吗？高管带头买啊，**服了

控盘小韭菜

06-04

$蔚来(NIO)$ 有本事继续砸😡

控盘小韭菜

06-08

$理想汽车-W(02015)$ 【#上海蔚来汽车发生火情#】6月1日，有网友在社交媒体发帖称上海一商场发现火情，不少网友在现场闻到了刺鼻气味。据《东方网》报道，火情系车辆火灾引起，目前具体火灾原因还在调查中。根据现场视频显示，涉事车辆为蔚来品牌旗下汽车，截止到发稿，蔚来暂未对此进行公开回应。

控盘小韭菜

2025-12-31

$理想汽车-W(02015)$ 人家跌你跟跌，人家涨你还跌，垃圾

控盘小韭菜

2025-11-19

$理想汽车-W(02015)$ 倒闭了？

控盘小韭菜

06-05

$理想汽车-W(02015)$ 继续加一点看到 80

控盘小韭菜

06-25

$理想汽车-W(02015)$ 直接把流通股都回购得了[贱笑]

控盘小韭菜

06-23

$理想汽车(LI)$ l8 有望大卖了[微笑]

控盘小韭菜

2025-12-01

$理想汽车-W(02015)$ 建仓了，差不多到底了

控盘小韭菜

2025-06-01

二流报纸[开心] [开心] [开心]

人民日报评论：新能源汽车，“价格战”兴奋剂决不能打

去老虎APP查看更多动态

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不能回购一下吗？高管带头买啊，**服了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/578984487175304","isVote":1,"tweetType":1,"viewCount":3433,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499399774354427","authorId":"3499399774354427","name":"天域行者","avatar":"https://static.tigerbbs.com/b3f698cd01ba15c41c6ba971ffa9a010","crmLevel":5,"crmLevelSwitch":0,"idStr":"3499399774354427","authorIdStr":"3499399774354427"},"content":"还买呢，看看公告吧，高管们都在特么减持，如果对自家公司真有信心他们减持什么呢？嘴上说的再好也没用看看他们实际的操作就知道了，可怜了一帮用户们","text":"还买呢，看看公告吧，高管们都在特么减持，如果对自家公司真有信心他们减持什么呢？嘴上说的再好也没用看看他们实际的操作就知道了，可怜了一帮用户们","html":"还买呢，看看公告吧，高管们都在特么减持，如果对自家公司真有信心他们减持什么呢？嘴上说的再好也没用看看他们实际的操作就知道了，可怜了一帮用户们"},{"author":{"id":"3519007564901519","authorId":"3519007564901519","name":"WilliamChang","avatar":"https://static.tigerbbs.com/c46ab0652e9031ead2129fb6282fd7f8","crmLevel":3,"crmLevelSwitch":1,"idStr":"3519007564901519","authorIdStr":"3519007564901519"},"content":"力洪还卖了[捂脸][捂脸]","text":"力洪还卖了[捂脸][捂脸]","html":"力洪还卖了[捂脸][捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":579025655124072,"gmtCreate":1782372820388,"gmtModify":1782373614746,"author":{"id":"3499255624778112","authorId":"3499255624778112","name":"控盘小韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499255624778112","authorIdStr":"3499255624778112"},"themes":[],"title":"","htmlText":"<a 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性价比又高了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578573179593288","repostId":"2645090852","repostType":2,"repost":{"id":"2645090852","kind":"news","pubTimestamp":1782229095,"share":"https://www.laohu8.com/m/news/2645090852?lang=zh_CN&edition=full","pubTime":"2026-06-23 23:38","market":"us","language":"zh","title":"理想推L9 Ultra具身智能选装包：2万元解锁双马赫M100芯片与多向激光雷达","url":"https://stock-news.laohu8.com/highlight/detail?id=2645090852","media":"快科技","summary":"快科技6月23日消息，理想汽车今日发布全新L9 Ultra马赫具身智能套装，限时选装价2万元 ，覆盖新购车、已锁单未提车及已提车三类用户。套装核心升级五项硬件：双马赫M100芯片、侧向固态可变焦激光雷达x2、后向固态可变焦激光雷达、智能三色星环大灯、智能电动门。据了解，马赫M100芯片作为理想自研的智驾芯片，双芯配置意味着算力冗余大幅提升，为后续OTA升级更高阶的端到端智驾能力预留了硬件空间。","content":"<html><body><p>快科技6月23日消息，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>今日发布全新L9 Ultra马赫具身智能套装，<strong>限时选装价2万元（原价3万元），覆盖新购车、已锁单未提车及已提车三类用户。</strong></p><p>套装核心升级五项硬件：<strong>双马赫M100芯片、侧向固态可变焦激光雷达x2、后向固态可变焦激光雷达、智能三色星环大灯、智能电动门。</strong></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>双M100芯片叠加多向激光雷达，可将L9 Ultra的感知算力和覆盖范围拉到新高度，侧向和后向固态可变焦激光雷达补齐了城市NOA最依赖的侧面和后方感知盲区。</p><p>购买方式上，新购车用户可直接在官网选配页面下单选装；2026年6月26日24点前完成锁单但尚未交付的用户，可参与限时改配，但改配可能影响排产和交付节奏，具体以交付专家查询为准。</p><p><strong>已提车用户同样能享受2万元限时优惠价，理想将安排售后安装服务，</strong>与未交付车辆选装价格保持一致，具体购买及服务流程将在7月内公布。</p><p>据了解，马赫M100芯片作为理想自研的智驾芯片，双芯配置意味着算力冗余大幅提升，为后续OTA升级更高阶的端到端智驾能力预留了硬件空间。</p><p>侧向和后向固态可变焦激光雷达的加入，则让L9 Ultra在复杂城区场景下的感知能力更接近“无盲区”状态，可变焦特性还能根据场景动态调节探测精度和范围。</p><p>而理想的这套具身智能套装，<strong>此前只在L9 Livis上提供，后者售价50.98万元，比售价45.98万元的Ultra版贵出5万元。</strong></p><p>而今，理想将具身智能套装以2万元的限时价开放给Ultra用户选装，意味着Ultra用户也能体验到满血版的Livis辅助驾驶和智能座舱，且2万元的选装价极有诚意。</p><p><img 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href=\"https://tech.ifeng.com/c/8uCX0Cv6xQq\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4551":"寇图资本持仓","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","BK4526":"热门中概股","BK4588":"碎股","BK4503":"景林资产持仓","BK4563":"昨日强势股","BK4548":"巴美列捷福持仓","02015":"理想汽车-W","LI":"理想汽车","BK4555":"新能源车"},"source_url":"https://tech.ifeng.com/c/8uCX0Cv6xQq","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2645090852","content_text":"快科技6月23日消息，理想汽车今日发布全新L9 Ultra马赫具身智能套装，限时选装价2万元（原价3万元），覆盖新购车、已锁单未提车及已提车三类用户。套装核心升级五项硬件：双马赫M100芯片、侧向固态可变焦激光雷达x2、后向固态可变焦激光雷达、智能三色星环大灯、智能电动门。双M100芯片叠加多向激光雷达，可将L9 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19:32","market":"hk","language":"zh","title":"理想再调基座模型组织：新增3个具身智能部门","url":"https://stock-news.laohu8.com/highlight/detail?id=2639622362","media":"凤凰网科技","summary":"凤凰网科技讯 5月29日，据晚点Auto消息，理想汽车基座模型部门完成新一轮组织调整，新增具身工程、具身交互、具身行为3个具身智能相关二级部门，同时自动驾驶升级为独立二级部门。这是理想今年第二次调整智能驾驶与具身智能相关组织。今年2月，理想已重组智能化部门，形成人形机器人、软件本体、基座模型三个团队。理想一季度财报显示，总营收230亿元，同比下滑11.4%，净亏损23亿元，由盈转亏。","content":"<html><body><p>凤凰网科技讯 5月29日，据晚点Auto消息，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>基座模型部门完成新一轮组织调整，新增具身工程、具身交互、具身行为3个具身智能相关二级部门，同时自动驾驶升级为独立二级部门。调整后，自动驾驶、具身工程、具身行为3个部门直接由基座模型负责人詹锟管理，向<a href=\"https://laohu8.com/S/02015\">理想汽车</a>CTO谢炎汇报。</p><p>这是理想今年第二次调整智能驾驶与具身智能相关组织。今年2月，理想已重组智能化部门，形成人形机器人、软件本体、基座模型三个团队。人形机器人项目代号“Nexus”，首款轮式机器人已有雏形，团队规模约20余人。CEO李想多次公开表示，理想要向AI公司转型，自动驾驶是机器人上半场，人形机器人是下半场。但他也承认，人形机器人的规模化商业化至少还需3年以上。</p><p>理想一季度财报显示，总营收230亿元，同比下滑11.4%，净亏损23亿元，由盈转亏。公司预计全年研发投入120亿元，其中AI相关占比约50%。</p><p><img 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n理想再调基座模型组织：新增3个具身智能部门\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-29 19:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8tWkko0V8Ln><strong>凤凰网科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凤凰网科技讯 5月29日，据晚点Auto消息，理想汽车基座模型部门完成新一轮组织调整，新增具身工程、具身交互、具身行为3个具身智能相关二级部门，同时自动驾驶升级为独立二级部门。调整后，自动驾驶、具身工程、具身行为3个部门直接由基座模型负责人詹锟管理，向理想汽车CTO谢炎汇报。这是理想今年第二次调整智能驾驶与具身智能相关组织。今年2月，理想已重组智能化部门，形成人形机器人、软件本体、基座模型三个团队...</p>\n\n<a href=\"https://tech.ifeng.com/c/8tWkko0V8Ln\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4563":"昨日强势股","ROBO":"全球机器人自动化ETF-ROBO","LI":"理想汽车","BK4503":"景林资产持仓","BK4555":"新能源车","BK4551":"寇图资本持仓","BK4588":"碎股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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5月29日，据晚点Auto消息，理想汽车基座模型部门完成新一轮组织调整，新增具身工程、具身交互、具身行为3个具身智能相关二级部门，同时自动驾驶升级为独立二级部门。调整后，自动驾驶、具身工程、具身行为3个部门直接由基座模型负责人詹锟管理，向理想汽车CTO谢炎汇报。这是理想今年第二次调整智能驾驶与具身智能相关组织。今年2月，理想已重组智能化部门，形成人形机器人、软件本体、基座模型三个团队。人形机器人项目代号“Nexus”，首款轮式机器人已有雏形，团队规模约20余人。CEO李想多次公开表示，理想要向AI公司转型，自动驾驶是机器人上半场，人形机器人是下半场。但他也承认，人形机器人的规模化商业化至少还需3年以上。理想一季度财报显示，总营收230亿元，同比下滑11.4%，净亏损23亿元，由盈转亏。公司预计全年研发投入120亿元，其中AI相关占比约50%。","news_type":1,"symbols_score_info":{"ROBO":0.9,"EVS.SI":0.6,"LI":0.84}},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569582098584200,"gmtCreate":1780062337496,"gmtModify":1780062584607,"author":{"id":"3499255624778112","authorId":"3499255624778112","name":"控盘小韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499255624778112","authorIdStr":"3499255624778112"},"themes":[],"title":"","htmlText":"狗比就是你在做空","listText":"狗比就是你在做空","text":"狗比就是你在做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569582098584200","repostId":"2639628040","repostType":2,"repost":{"id":"2639628040","kind":"news","pubTimestamp":1780044588,"share":"https://www.laohu8.com/m/news/2639628040?lang=zh_CN&edition=full","pubTime":"2026-05-29 16:49","market":"hk","language":"zh","title":"小摩：降理想汽车-W(02015)目标价至56港元 重申“减持”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2639628040","media":"智通财经","summary":"智通财经APP获悉，摩根大通发布研报称，理想汽车-W首季业绩大致符合市场预期，但较该行预测低约15%。通对理想汽车的长期看法维持审慎，认为竞争激烈的市场环境意味着销量及盈利上行惊喜的潜在空间有限。该行维持对理想汽车的“减持”评级，港股目标价由60港元下调至56港元，理想目标价则由15.5美元降至14美元。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>发布研报称，<a href=\"https://laohu8.com/S/02015\">理想汽车-W</a>(02015)首季业绩大致符合市场预期，但较该行预测低约15%。通对<a href=\"https://laohu8.com/S/LI\">理想汽车</a>的长期看法维持审慎，认为竞争激烈的市场环境意味着销量及盈利上行惊喜的潜在空间有限。该行维持对理想汽车的“减持”评级，港股目标价由60港元下调至56港元，理想(LI.US)目标价则由15.5美元降至14美元。</p><p>管理层在业绩会上提出多项策略，包括产品组合升级，新型L9及即将推出的L8将强化高端SUV定位，有助第二季起毛利率逐步恢复; 海外扩张方面，L系列EREV已进入中东及<a href=\"https://laohu8.com/S/300512\">中亚</a>，5月起进一步拓展东南亚，纯电动车(BEV)将于2026年下半年登陆欧洲，右辕产品其后会进入香港及新加坡市场。此外，公司自主研发的M100 AI芯片及VLA大模型被定位为下一代技术核心。</p><p>然而，小摩指出，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏、华为、<a href=\"https://laohu8.com/S/XIACY\">小米</a>、<a href=\"https://laohu8.com/S/ZK\">极氪</a>及零跑等多个中国竞争对手，正推出在价格、规格、渠道及目标家庭买家群方面与理想核心产品重叠度越来越高的EREV及BEV产品，可能影响收入增长动力，同时价格竞争、促销及投入成本通胀或持续对利润率构成压力。</p></body></html>","source":"stock_zhitongcaijing","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>小摩：降理想汽车-W(02015)目标价至56港元 重申“减持”评级</title>\n<style 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}\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小摩：降理想汽车-W(02015)目标价至56港元 重申“减持”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-29 16:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1447742.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，摩根大通发布研报称，理想汽车-W(02015)首季业绩大致符合市场预期，但较该行预测低约15%。通对理想汽车的长期看法维持审慎，认为竞争激烈的市场环境意味着销量及盈利上行惊喜的潜在空间有限。该行维持对理想汽车的“减持”评级，港股目标价由60港元下调至56港元，理想(LI.US)目标价则由15.5美元降至14美元。管理层在业绩会上提出多项策略，包括产品组合升级，新型L9及即将推出...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1447742.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1587":"次新股","BK1119":"汽车制造商","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","BK1575":"同股不同权","LU1720050803.USD":"安联全方位中国股票基金","02015":"理想汽车-W","BK1539":"汽车股","LI":"理想汽车","BK1588":"回港中概股"},"source_url":"http://www.zhitongcaijing.com/content/detail/1447742.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2639628040","content_text":"智通财经APP获悉，摩根大通发布研报称，理想汽车-W(02015)首季业绩大致符合市场预期，但较该行预测低约15%。通对理想汽车的长期看法维持审慎，认为竞争激烈的市场环境意味着销量及盈利上行惊喜的潜在空间有限。该行维持对理想汽车的“减持”评级，港股目标价由60港元下调至56港元，理想(LI.US)目标价则由15.5美元降至14美元。管理层在业绩会上提出多项策略，包括产品组合升级，新型L9及即将推出的L8将强化高端SUV定位，有助第二季起毛利率逐步恢复; 海外扩张方面，L系列EREV已进入中东及中亚，5月起进一步拓展东南亚，纯电动车(BEV)将于2026年下半年登陆欧洲，右辕产品其后会进入香港及新加坡市场。此外，公司自主研发的M100 AI芯片及VLA大模型被定位为下一代技术核心。然而，小摩指出，蔚来、小鹏、华为、小米、极氪及零跑等多个中国竞争对手，正推出在价格、规格、渠道及目标家庭买家群方面与理想核心产品重叠度越来越高的EREV及BEV产品，可能影响收入增长动力，同时价格竞争、促销及投入成本通胀或持续对利润率构成压力。","news_type":1,"symbols_score_info":{"02015":1.96,"LI":1.96}},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569177576768936,"gmtCreate":1779963655139,"gmtModify":1779964115763,"author":{"id":"3499255624778112","authorId":"3499255624778112","name":"控盘小韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499255624778112","authorIdStr":"3499255624778112"},"themes":[],"title":"","htmlText":"死翘翘咯","listText":"死翘翘咯","text":"死翘翘咯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569177576768936","repostId":"2638669294","repostType":2,"repost":{"id":"2638669294","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1779960036,"share":"https://www.laohu8.com/m/news/2638669294?lang=zh_CN&edition=full","pubTime":"2026-05-28 17:20","market":"hk","language":"zh","title":"小鹏集团(09868)一季度股东净亏损17.8亿元 同比亏损扩大168.67%","url":"https://stock-news.laohu8.com/highlight/detail?id=2638669294","media":"金吾财讯","summary":"金吾财讯 | 小鹏集团 公布2026年第一季度业绩，普通股股东应占净亏损17.84亿元，同比亏损扩大168.67%；普通股股东应占每股普通股基本净亏损0.93元。期内，总收入为130.3亿元，同比减少17.6%，环比下降41.4%；汽车销售收入为110亿元，同比减少23.5%，环比下降42.3%。季度汽车交付量为62,682辆，同比下降33.3%。期内，集团毛利为26.83亿元，同比增长9.07%。其中汽车毛利率为12.1%，同比上升1.6个百分点。总收入将介乎196.0亿元至208.0亿元，按年增加约7.25%至13.82%，按季增加约50.38%至59.59%。","content":"<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/XPEV\">小鹏集团</a>(09868)公布2026年第一季度业绩，普通股股东应占净亏损17.84亿元(人民币，下同)，同比亏损扩大168.67%；普通股股东应占每股普通股基本净亏损0.93元。</p><p>期内，总收入为130.3亿元，同比减少17.6%，环比下降41.4%；汽车销售收入为110亿元，同比减少23.5%，环比下降42.3%。季度汽车交付量为62,682辆，同比下降33.3%。</p><p>期内，集团毛利为26.83亿元，同比增长9.07%。毛利率为20.6%，同比上升5.0个百分点。其中汽车毛利率为12.1%，同比上升1.6个百分点。</p><p>期内，研发开支为29.1亿元，同比增长46.8%，销售、一般及行政开支为18.8亿元，同比减少3.2%，环比下降32.5%。</p><p>展望第二季度，汽车交付量将介乎10万至10.6万辆，按年变动约-3.08%至+2.73%，按季增加约59.54%至69.11%。总收入将介乎196.0亿元至208.0亿元，按年增加约7.25%至13.82%，按季增加约50.38%至59.59%。</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>小鹏集团(09868)一季度股东净亏损17.8亿元 同比亏损扩大168.67%</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小鹏集团(09868)一季度股东净亏损17.8亿元 同比亏损扩大168.67%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-05-28 17:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/XPEV\">小鹏集团</a>(09868)公布2026年第一季度业绩，普通股股东应占净亏损17.84亿元(人民币，下同)，同比亏损扩大168.67%；普通股股东应占每股普通股基本净亏损0.93元。</p><p>期内，总收入为130.3亿元，同比减少17.6%，环比下降41.4%；汽车销售收入为110亿元，同比减少23.5%，环比下降42.3%。季度汽车交付量为62,682辆，同比下降33.3%。</p><p>期内，集团毛利为26.83亿元，同比增长9.07%。毛利率为20.6%，同比上升5.0个百分点。其中汽车毛利率为12.1%，同比上升1.6个百分点。</p><p>期内，研发开支为29.1亿元，同比增长46.8%，销售、一般及行政开支为18.8亿元，同比减少3.2%，环比下降32.5%。</p><p>展望第二季度，汽车交付量将介乎10万至10.6万辆，按年变动约-3.08%至+2.73%，按季增加约59.54%至69.11%。总收入将介乎196.0亿元至208.0亿元，按年增加约7.25%至13.82%，按季增加约50.38%至59.59%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250106/Y2FjYzM2ZjVkNmViNDY5NDhhYTU3OGYxNjgyNDE4NTMzOTA5MjkzNzI=.jpg","relate_stocks":{"09868":"小鹏集团-W","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK1575":"同股不同权","XPEV":"小鹏集团","BK1539":"汽车股","BK1588":"回港中概股","BK1119":"汽车制造商","BK1587":"次新股","BK1610":"ETF&股票定投概念"},"source_url":"1982447","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2638669294","content_text":"金吾财讯 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[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441178396324008","repostId":"1153533471","repostType":2,"repost":{"id":"1153533471","kind":"news","pubTimestamp":1748743184,"share":"https://www.laohu8.com/m/news/1153533471?lang=zh_CN&edition=full","pubTime":"2025-06-01 09:59","market":"us","language":"zh","title":"人民日报评论：新能源汽车，“价格战”兴奋剂决不能打","url":"https://stock-news.laohu8.com/highlight/detail?id=1153533471","media":"人民日报评论","summary":"给无序“价格战”踩下刹车。","content":"<html><head></head><body><p style=\"text-align: justify;\">针对近日车企掀起新一轮“价格战”，中国汽车工业协会发布《关于维护公平竞争秩序，促进行业健康发展的倡议》，明确表示反对。工信部亦表态支持倡议，强调“‘价格战’没有赢家，更没有未来”。明确的信号、坚决的态度，给无序“价格战”踩下刹车，可谓及时。</p><p style=\"text-align: justify;\"><strong>这两年，一些车企口口声声反对“内卷式”竞争，却又不断扣动“价格战”扳机，严重影响行业生态与市场秩序，冲击产业链供应链安全。</strong>数据显示，2024年汽车行业利润率仅为4.3%，低于整个下游工业利润率及2023年水平；今年一季度，利润率进一步下降到3.9%。一边是屡创新高的产销量和良好口碑，另一边却是“越造越赔”“增收不增利”的困境。这样的背离意味着行业处于亚健康状态，不可能持久。</p><p style=\"text-align: justify;\"><strong>“价格战”硝烟弥漫，深层次的隐患重重。</strong>供应商的利润空间与应收账款、生产工人的薪酬待遇、产品的质量与安全、售后服务等消费者合法权益，才是最终的伤害承受者。低价低质产品还会大幅消耗“中国制造”好不容易积攒的国际形象与口碑。殷鉴不远。在上世纪90年代末，国产摩托车凭借物美价廉，畅销东南亚市场。但好景不长，价格战最终导致产品力下滑，不仅失去了市场份额，更让中国制造的口碑急转直下。<strong>今天，我们决不能让国产摩托车的“滑铁卢”在新能源汽车产业上演。</strong></p><p style=\"text-align: justify;\"><strong>中国制造在许多领域之所以能从跟跑实现领跑，最主要靠的不是低价，而是创新。</strong>曾经，不到10万的国产油车无人问津；如今，20多万的国产新能源车“一车难求”……蜕变背后，在于有智能驾驶、先进电池、智能座舱等技术创新的支撑。今天的中国制造，正处于从“价格导向”到“价值导向”跃升的关键阶段。</p><p style=\"text-align: justify;\">眼下，新能源汽车产业发展一日千里，各国车企也在加大投入研发新技术新产品，中国车企尽管颇有优势，但远没有到大幅领先、高枕无忧的境地。车企须坚守长期主义发展理念，通过技术创新、管理创新降低生产成本，给广大消费者带来更优质、更具性价比的产品。<strong>莫要在资本裹挟下扭曲商业逻辑，只会用价格战来追求短期市值和股价。否则，等资本套现离场后，产业就只剩“赔本赚吆喝”的空壳，出海进程也将被迟滞。</strong></p><p style=\"text-align: justify;\">从治理角度看，整治无序“价格战”，也急需新思路、新举措。如何界定“不合理低价”？如何甄别有效竞争与“内卷式”竞争？既出手果决，又审慎包容，定能为国产汽车踩下高质量发展的“电门”，为中国制造打开更广阔发展空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d61a8033f8edc4113acbfd5993c00cd\" alt=\"\" title=\"\" 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class=\"title\">\n人民日报评论：新能源汽车，“价格战”兴奋剂决不能打\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-01 09:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/geiDe7oUB84sBaFsttYC4g><strong>人民日报评论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>针对近日车企掀起新一轮“价格战”，中国汽车工业协会发布《关于维护公平竞争秩序，促进行业健康发展的倡议》，明确表示反对。工信部亦表态支持倡议，强调“‘价格战’没有赢家，更没有未来”。明确的信号、坚决的态度，给无序“价格战”踩下刹车，可谓及时。这两年，一些车企口口声声反对“内卷式”竞争，却又不断扣动“价格战”扳机，严重影响行业生态与市场秩序，冲击产业链供应链安全。数据显示，2024年汽车行业利润率仅为...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/geiDe7oUB84sBaFsttYC4g\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e38705d9555b06422a2ea18bea45f02d","relate_stocks":{"01211":"比亚迪股份","002594":"比亚迪"},"source_url":"https://mp.weixin.qq.com/s/geiDe7oUB84sBaFsttYC4g","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153533471","content_text":"针对近日车企掀起新一轮“价格战”，中国汽车工业协会发布《关于维护公平竞争秩序，促进行业健康发展的倡议》，明确表示反对。工信部亦表态支持倡议，强调“‘价格战’没有赢家，更没有未来”。明确的信号、坚决的态度，给无序“价格战”踩下刹车，可谓及时。这两年，一些车企口口声声反对“内卷式”竞争，却又不断扣动“价格战”扳机，严重影响行业生态与市场秩序，冲击产业链供应链安全。数据显示，2024年汽车行业利润率仅为4.3%，低于整个下游工业利润率及2023年水平；今年一季度，利润率进一步下降到3.9%。一边是屡创新高的产销量和良好口碑，另一边却是“越造越赔”“增收不增利”的困境。这样的背离意味着行业处于亚健康状态，不可能持久。“价格战”硝烟弥漫，深层次的隐患重重。供应商的利润空间与应收账款、生产工人的薪酬待遇、产品的质量与安全、售后服务等消费者合法权益，才是最终的伤害承受者。低价低质产品还会大幅消耗“中国制造”好不容易积攒的国际形象与口碑。殷鉴不远。在上世纪90年代末，国产摩托车凭借物美价廉，畅销东南亚市场。但好景不长，价格战最终导致产品力下滑，不仅失去了市场份额，更让中国制造的口碑急转直下。今天，我们决不能让国产摩托车的“滑铁卢”在新能源汽车产业上演。中国制造在许多领域之所以能从跟跑实现领跑，最主要靠的不是低价，而是创新。曾经，不到10万的国产油车无人问津；如今，20多万的国产新能源车“一车难求”……蜕变背后，在于有智能驾驶、先进电池、智能座舱等技术创新的支撑。今天的中国制造，正处于从“价格导向”到“价值导向”跃升的关键阶段。眼下，新能源汽车产业发展一日千里，各国车企也在加大投入研发新技术新产品，中国车企尽管颇有优势，但远没有到大幅领先、高枕无忧的境地。车企须坚守长期主义发展理念，通过技术创新、管理创新降低生产成本，给广大消费者带来更优质、更具性价比的产品。莫要在资本裹挟下扭曲商业逻辑，只会用价格战来追求短期市值和股价。否则，等资本套现离场后，产业就只剩“赔本赚吆喝”的空壳，出海进程也将被迟滞。从治理角度看，整治无序“价格战”，也急需新思路、新举措。如何界定“不合理低价”？如何甄别有效竞争与“内卷式”竞争？既出手果决，又审慎包容，定能为国产汽车踩下高质量发展的“电门”，为中国制造打开更广阔发展空间。","news_type":1,"symbols_score_info":{"002594":1.1,"01211":1.1}},"isVote":1,"tweetType":1,"viewCount":2892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}