昊1990的个人主页 - 老虎社区

昊1990

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06-01

吹牛逼，那你要卖29800台我就不信你报两万台

4月、5月连续两月小米汽车交付量超3万台！雷军曾解释为何不公布精确销量

06-01

又多赔两个亿

零跑汽车：2026年5月交付量达81569台，同比增长81%

05-25

看来订单是减少了，这一万台用了整整一个月，五月份估计也就勉强过万

40.68万元起，蔚来全新ES8完成第11万台新车交付

05-18

一季度不可能盈利的，交付量差太多了，虽然es8占比高了，但是整体肯定不如四季度，我预计亏损5到10亿

财报前瞻｜蔚来本季度营收预计同比增长100.57%，盈利或由盈转亏

去老虎APP查看更多动态

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GT的相关媒体交流活动中，雷军也特意对外解释了这么做的考量。</p><p><strong>他表示，自己不想让小米汽车的月度交付成绩陷入和其他同行刻意比拼数字的内卷怪圈，觉得数据达到预期目标就足够了。好几次团队已经统计出当月精确到个位的交付数字，比如36700台，他都直接拍板说对外统一报3万台就可以，实际数值和公开披露的区间大差不差，没必要抠得太细。</strong></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p></body></html>","source":"ifeng_tech","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>4月、5月连续两月小米汽车交付量超3万台！雷军曾解释为何不公布精确销量</title>\n<style 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href=\"https://tech.ifeng.com/c/8tbRITU7dII\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","BK1502":"双十一","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","HXXD.SI":"Xiaomi HK SDR 2to1","IE0032431581.USD":"PINEBRIDGE 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INC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0594300419.USD":"富达中国消费基金A"},"source_url":"https://tech.ifeng.com/c/8tbRITU7dII","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2640393135","content_text":"快科技6月1日消息，继4月交付量站稳三万台阶之后，刚刚过去的5月份，小米汽车的单月交付成绩依旧超过3万台，市场表现持续向好。小米汽车官方今天正式对外披露相关数据，2026年5月，品牌单月交付量持续站稳三万台阶，连续多个月交付数据突破30000台，整体市场走势保持非常稳定的上升态势。梳理今年以来公开的交付数据可以发现，小米汽车2月、3月的交付量均突破2万台大关，4月、5月已经连续两个自然月交付量跨过3万台门槛，产品销量的爬坡进度远超行业初期的普遍预期。不少关注新能源赛道的业内人士都注意到，小米汽车近几个月始终只对外公布交付量的区间数据，从来没有披露过当月的精准交付数值，这个操作细节此前也引发过不少网友的好奇讨论。此前在小米YU7 GT的相关媒体交流活动中，雷军也特意对外解释了这么做的考量。他表示，自己不想让小米汽车的月度交付成绩陷入和其他同行刻意比拼数字的内卷怪圈，觉得数据达到预期目标就足够了。好几次团队已经统计出当月精确到个位的交付数字，比如36700台，他都直接拍板说对外统一报3万台就可以，实际数值和公开披露的区间大差不差，没必要抠得太细。","news_type":1,"symbols_score_info":{"81810":0.6,"XIACY":1.93,"HXXD.SI":0.6,"01810":1.93,"MIUmain":0.6}},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570540685029416,"gmtCreate":1780296356770,"gmtModify":1780297803290,"author":{"id":"3526550619912899","authorId":"3526550619912899","name":"昊1990","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3526550619912899","authorIdStr":"3526550619912899"},"themes":[],"title":"","htmlText":"又多赔两个亿","listText":"又多赔两个亿","text":"又多赔两个亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570540685029416","repostId":"1131988485","repostType":4,"repost":{"id":"1131988485","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1780292700,"share":"https://www.laohu8.com/m/news/1131988485?lang=zh_CN&edition=full","pubTime":"2026-06-01 13:45","market":"hk","language":"zh","title":"零跑汽车：2026年5月交付量达81569台，同比增长81%","url":"https://stock-news.laohu8.com/highlight/detail?id=1131988485","media":"老虎资讯综合","summary":"6月1日，零跑汽车：2026年5月交付量达81569台，同比增长81%。","content":"<html><head></head><body><p>6月1日，零跑汽车：2026年5月交付量达81569台，同比增长81%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfdfdea35a66eaf61ca476847a4a956d\" tg-width=\"690\" tg-height=\"1150\"/></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>零跑汽车：2026年5月交付量达81569台，同比增长81%</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零跑汽车：2026年5月交付量达81569台，同比增长81%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-01 13:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月1日，零跑汽车：2026年5月交付量达81569台，同比增长81%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfdfdea35a66eaf61ca476847a4a956d\" tg-width=\"690\" tg-height=\"1150\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a530a2a17bc301499c9e286759c5657e","relate_stocks":{"09863":"零跑汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131988485","content_text":"6月1日，零跑汽车：2026年5月交付量达81569台，同比增长81%。","news_type":1,"symbols_score_info":{"09863":1}},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":567976666461504,"gmtCreate":1779687466441,"gmtModify":1779688897803,"author":{"id":"3526550619912899","authorId":"3526550619912899","name":"昊1990","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3526550619912899","authorIdStr":"3526550619912899"},"themes":[],"title":"","htmlText":"看来订单是减少了，这一万台用了整整一个月，五月份估计也就勉强过万","listText":"看来订单是减少了，这一万台用了整整一个月，五月份估计也就勉强过万","text":"看来订单是减少了，这一万台用了整整一个月，五月份估计也就勉强过万","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/567976666461504","repostId":"2637356321","repostType":2,"repost":{"id":"2637356321","kind":"news","pubTimestamp":1779521469,"share":"https://www.laohu8.com/m/news/2637356321?lang=zh_CN&edition=full","pubTime":"2026-05-23 15:31","market":"hk","language":"zh","title":"40.68万元起，蔚来全新ES8完成第11万台新车交付","url":"https://stock-news.laohu8.com/highlight/detail?id=2637356321","media":"IT之家","summary":"IT之家 5 月 23 日消息，蔚来今日宣布在南京完成全新 ES8 第 110,000 台新车交付。一个月前，全新 ES8 刚刚刷新中国乘用车市场 40 万元以上高端车型最快达成十万台交付的全新纪录。IT之家注意到，全新蔚来 ES8 纯电 SUV 于 2025 年 9 月 20 日晚正式上市，售价 40.68 万-44.68 万元，租电方案 29.88 万-33.88 万元。该车长达 5280mm，轴距 3130mm，是目前中国市场尺寸最大的纯电 SUV 之一。方向盘采用三幅式设计，车机中控屏由竖行屏幕升级为横幅样式，全新 ES8 全车共拥有 111 个实体按键。","content":"<html><body><p>IT之家 5 月 23 日消息，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>今日宣布在南京完成全新 ES8 第 110,000 台新车交付。一个月前，全新 ES8 刚刚刷新中国乘用车市场 40 万元以上高端车型最快达成十万台交付的全新纪录。</p><p><a href=\"https://laohu8.com/S/09866\">蔚来</a>官方称：“自 2025 年 9 月实现反超以来，<strong>纯电大三排销量已连续八个月超越增程车型</strong>，成为消费者的绝对主流选择，市场结构性演进趋势已不可逆转，以全新 ES8 为代表的纯电大三排 SUV 已经进入黄金时代。”</p><p><img src=\"https://x0.ifengimg.com/res/2026/93F18A300C6B1AC42B65F4042F4589C1E825B5BF_size883_w1440_h2579.jpg\"/></p><p><img src=\"https://x0.ifengimg.com/res/2026/700FD7FFDD4EF97C14C55821C3AD8188300A55DF_size768_w1440_h1920.jpg\"/></p><p>IT之家注意到，全新<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a> ES8 纯电 SUV 于 2025 年 9 月 20 日晚正式上市，售价 40.68 万-44.68 万元，租电方案 29.88 万-33.88 万元。上市之初，该车型提供极夜黑、云白、南极星蓝、<a href=\"https://laohu8.com/S/600303\">曙光</a>金、星辰绿、星澜灰 6 种外观配色。</p><p><img src=\"https://x0.ifengimg.com/res/2026/0BDED75EC050B3B561B170C0D392722D9BC1B4BE_size170_w1044_h698.jpg\"/></p><p>该车长达 5280mm，轴距 3130mm，<strong>是目前中国市场尺寸最大的纯电 SUV 之一</strong>。新车内饰配备了 Skyline 天际线屏幕、悬浮式中控屏以及最新升级的 NOMI 系统。方向盘采用三幅式设计，车机中控屏由竖行屏幕升级为横幅样式，全新 ES8 全车共拥有 111 个实体按键。</p><p>动力方面，该车基于全域 900V 高压架构打造，双电机峰值功率 520kW，峰值扭矩 700N・m，零百加速 3.97 秒，100km/h 到 0 制动距离 34.9m，标配 102kWh 4C 电池包，CLTC 续航 635km，百公里能耗 16.6kWh。</p></body></html>","source":"fenghuang_stock","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>40.68万元起，蔚来全新ES8完成第11万台新车交付</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\">\n40.68万元起，蔚来全新ES8完成第11万台新车交付\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-23 15:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8tMWRBYbe5x><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 5 月 23 日消息，蔚来今日宣布在南京完成全新 ES8 第 110,000 台新车交付。一个月前，全新 ES8 刚刚刷新中国乘用车市场 40 万元以上高端车型最快达成十万台交付的全新纪录。蔚来官方称：“自 2025 年 9 月实现反超以来，纯电大三排销量已连续八个月超越增程车型，成为消费者的绝对主流选择，市场结构性演进趋势已不可逆转，以全新 ES8 为代表的纯电大三排 SUV 已经进入...</p>\n\n<a href=\"https://tech.ifeng.com/c/8tMWRBYbe5x\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4099":"汽车制造商","BK4555":"新能源车","09866":"蔚来-SW","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","NIO.SI":"蔚来","BK4588":"碎股","BK4548":"巴美列捷福持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4574":"无人驾驶","NIO":"蔚来","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4509":"腾讯概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","NIOG":"2倍做多NIO ETF-Leverage Shares","BK4531":"中概回港概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM"},"source_url":"https://tech.ifeng.com/c/8tMWRBYbe5x","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2637356321","content_text":"IT之家 5 月 23 日消息，蔚来今日宣布在南京完成全新 ES8 第 110,000 台新车交付。一个月前，全新 ES8 刚刚刷新中国乘用车市场 40 万元以上高端车型最快达成十万台交付的全新纪录。蔚来官方称：“自 2025 年 9 月实现反超以来，纯电大三排销量已连续八个月超越增程车型，成为消费者的绝对主流选择，市场结构性演进趋势已不可逆转，以全新 ES8 为代表的纯电大三排 SUV 已经进入黄金时代。”IT之家注意到，全新蔚来 ES8 纯电 SUV 于 2025 年 9 月 20 日晚正式上市，售价 40.68 万-44.68 万元，租电方案 29.88 万-33.88 万元。上市之初，该车型提供极夜黑、云白、南极星蓝、曙光金、星辰绿、星澜灰 6 种外观配色。该车长达 5280mm，轴距 3130mm，是目前中国市场尺寸最大的纯电 SUV 之一。新车内饰配备了 Skyline 天际线屏幕、悬浮式中控屏以及最新升级的 NOMI 系统。方向盘采用三幅式设计，车机中控屏由竖行屏幕升级为横幅样式，全新 ES8 全车共拥有 111 个实体按键。动力方面，该车基于全域 900V 高压架构打造，双电机峰值功率 520kW，峰值扭矩 700N・m，零百加速 3.97 秒，100km/h 到 0 制动距离 34.9m，标配 102kWh 4C 电池包，CLTC 续航 635km，百公里能耗 16.6kWh。","news_type":1,"symbols_score_info":{"09866":1.96,"NIO":1.96,"EVS.SI":0.6,"NIO.SI":1.96,"NIOG":0.6}},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565452653426328,"gmtCreate":1779084347671,"gmtModify":1779085028819,"author":{"id":"3526550619912899","authorId":"3526550619912899","name":"昊1990","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3526550619912899","authorIdStr":"3526550619912899"},"themes":[],"title":"","htmlText":"一季度不可能盈利的，交付量差太多了，虽然es8占比高了，但是整体肯定不如四季度，我预计亏损5到10亿","listText":"一季度不可能盈利的，交付量差太多了，虽然es8占比高了，但是整体肯定不如四季度，我预计亏损5到10亿","text":"一季度不可能盈利的，交付量差太多了，虽然es8占比高了，但是整体肯定不如四季度，我预计亏损5到10亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565452653426328","repostId":"1137362941","repostType":2,"repost":{"id":"1137362941","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1778718165,"share":"https://www.laohu8.com/m/news/1137362941?lang=zh_CN&edition=full","pubTime":"2026-05-14 08:22","market":"hk","language":"zh","title":"财报前瞻｜蔚来本季度营收预计同比增长100.57%，盈利或由盈转亏","url":"https://stock-news.laohu8.com/highlight/detail?id=1137362941","media":"财报Agent","summary":"蔚来将于2026年05月21日发布2026年第一季度财报，市场聚焦营收同比翻倍与盈利由盈转亏的拐点信号。市场一致预期本季度蔚来营收约251.47亿人民币，同比增长100.57%；调整后每股收益约-0.35元，同比增长86.25%；公司与市场目前未见关于本季度毛利率、净利润或净利率的具体预测或指引，故不作展示。上季度蔚来实现营收346.50亿，同比增长75.86%；毛利率17.45%；归属于母公司股东的净利润1.22亿，对应净利率0.35%；调整后每股收益0.29元，同比增长109.15%。","content":"<p><h2>摘要</h2>\n蔚来将于2026年05月21日（美股盘前）发布2026年第一季度财报，市场聚焦营收同比翻倍与盈利由盈转亏的拐点信号。\n<h2>市场预测</h2>\n市场一致预期本季度蔚来营收约251.47亿人民币，同比增长100.57%；调整后每股收益约-0.35元，同比增长86.25%（基于去年同期低基数的改善）；公司与市场目前未见关于本季度毛利率、净利润或净利率的具体预测或指引，故不作展示。主营业务方面，上季度汽车业务收入316.06亿，占比91.21%，产品结构优化与新品周期为重点。就现有业务中最具发展前景的方向而言，除整车外的“其他”业务收入30.44亿（涵盖能源与服务等），今年前四个月累计交付同比增长71.00%为量端改善提供支撑，或对本季度规模与生态协同产生正向影响。\n<h2>上季度回顾</h2>\n上季度蔚来实现营收346.50亿，同比增长75.86%；毛利率17.45%；归属于母公司股东的净利润1.22亿，对应净利率0.35%；调整后每股收益0.29元，同比增长109.15%。公司在盈利质量方面的关键亮点为息税前利润12.51亿，同比增长122.57%，叠加费用效率改善与产品组合优化，盈利弹性有所显现。分业务看，汽车业务收入316.06亿，占比91.21%；其他业务收入30.44亿，占比8.79%，多元化生态带动服务与能源网络协同。\n<h2>本季度展望</h2>\n<h4>新品交付与价格带扩张</h4>\n蔚来处于新品密集交付节奏，ES9定位大型纯电SUV开启预售，乐道品牌L80预售开启，整车购买价24.58万元起、BaaS电池租用方案15.98万元起，价格带下探有望扩大用户覆盖。新品导入阶段的市场传播与渠道支持已逐步到位，来自预售与到店转化的线索将转化为二季度及后续的实销量贡献。根据公开交付口径，今年前四个月累计交付同比增长71.00%，在宏观与竞争环境并存的背景下，销量动能的延续将成为本季度营收同比快速增长的重要基础。新品结构对ASP与单车毛利的影响将取决于车型组合与促销策略，若高毛利车型占比提升且供应链成本按计划回落，毛利率有望保持韧性。由于本季度属于季节性淡季且新品处于导入期，环比口径的收入与利润承压属正常现象，但同比改善的趋势依旧明确。\n<h4>毛利率与成本控制的变动因素</h4>\n市场预估本季度息税前利润为-8.58亿、调整后每股收益为-0.35元，提示短期利润端或由盈转亏，核心原因在于季节性波动、新品投放初期的市场费用与产线爬坡，以及价格带扩张带来的结构性摊薄。公司在电驱、电子电气架构和自研芯片方面持续投入，5纳米智驾芯片“NX9031”已上车多款车型，叠加整车轻量化和900V高压平台，长期有助于能效与成本改善。与安森美在SiC功率器件与900V平台的合作将利好中长期BOM成本与效率，若核心零部件议价与规模效应兑现，单车成本下行与毛利改善空间可期。费用端管理延续去年以来的效率思路，若营销与管理费用率保持可控，同时维持每季度约20.00亿—25.00亿的研发投入区间，研发效率进一步提升，利润结构稳定性有望增强。综合来看，本季度利润承压更多由节奏性与结构性因素驱动，并不改变全年维度的成本曲线下行与盈利质量改善的目标路径。\n<h4>能源网络与生态运营的放量</h4>\n能源与用户生态的运营指标持续向好：五一假期期间，全国3,839座换电站累计提供1,031,469次换电服务；全国超过1,300个区县已实现换电网络覆盖。公司现有5,010座充电站、28,806根充电桩向所有新能源用户开放，期间超过87.00%的充电电量服务于其他品牌用户，生态辐射效应提升资产使用率。高频的补能与开放共享策略强化用户触点，有助于带动服务与衍生业务活跃度，提升客户粘性和口碑传播效率。用户运营层面，App与社区生态保持活跃，线上线下多触点的运营策略提升交叉销售和复购潜力，逐步加深“整车—能源—服务—社区”的正循环。该体系在短期内对利润的直接贡献受规模与折旧影响相对有限，但对长期销量转化、服务收入与品牌资产的累积价值显著，对估值的稳定与改善具有重要意义。\n<h2>分析师观点</h2>\n从近期公开渠道可见的观点看，偏乐观的评论占据主导，核心依据集中在销量改善、新品周期与生态网络三条主线。部分市场研究栏目指出，董事会已安排于2026年05月21日审议并公布2026年第一季度业绩，结合年初以来交付加速与新品预售反馈，二季度及下半年有望在规模效应与成本端形成合力。也有分析师提到二级市场“买盘枯竭”的担忧与行业库存系数上行压力，但与新品放量与营收同比快速增长的积极预期相比，谨慎声音在数量与影响力上均不占优。综合这些声音，当前看多观点更占上风，其逻辑在于：一是本季度营收预计同比增长100.57%，体现强劲的同比修复弹性；二是ES9与乐道L80等新品覆盖更广价格带，叠加自研平台与SiC合作，供给与成本两端改善具备可验证路径；三是换电与充电网络的高频运营数据为整车交付与服务变现提供支撑，有助于提升现金流质量与估值确定性。看多阵营将密切跟踪本季度的新品交付节奏、费用效率与现金流动向，若公司能在维持研发效率的同时平衡价格策略与渠道资源，全年维度盈利质量的改善预期有望进一步巩固。</p>","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>财报前瞻｜蔚来本季度营收预计同比增长100.57%，盈利或由盈转亏</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{ 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{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财报前瞻｜蔚来本季度营收预计同比增长100.57%，盈利或由盈转亏\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2026-05-14 08:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><h2>摘要</h2>\n蔚来将于2026年05月21日（美股盘前）发布2026年第一季度财报，市场聚焦营收同比翻倍与盈利由盈转亏的拐点信号。\n<h2>市场预测</h2>\n市场一致预期本季度蔚来营收约251.47亿人民币，同比增长100.57%；调整后每股收益约-0.35元，同比增长86.25%（基于去年同期低基数的改善）；公司与市场目前未见关于本季度毛利率、净利润或净利率的具体预测或指引，故不作展示。主营业务方面，上季度汽车业务收入316.06亿，占比91.21%，产品结构优化与新品周期为重点。就现有业务中最具发展前景的方向而言，除整车外的“其他”业务收入30.44亿（涵盖能源与服务等），今年前四个月累计交付同比增长71.00%为量端改善提供支撑，或对本季度规模与生态协同产生正向影响。\n<h2>上季度回顾</h2>\n上季度蔚来实现营收346.50亿，同比增长75.86%；毛利率17.45%；归属于母公司股东的净利润1.22亿，对应净利率0.35%；调整后每股收益0.29元，同比增长109.15%。公司在盈利质量方面的关键亮点为息税前利润12.51亿，同比增长122.57%，叠加费用效率改善与产品组合优化，盈利弹性有所显现。分业务看，汽车业务收入316.06亿，占比91.21%；其他业务收入30.44亿，占比8.79%，多元化生态带动服务与能源网络协同。\n<h2>本季度展望</h2>\n<h4>新品交付与价格带扩张</h4>\n蔚来处于新品密集交付节奏，ES9定位大型纯电SUV开启预售，乐道品牌L80预售开启，整车购买价24.58万元起、BaaS电池租用方案15.98万元起，价格带下探有望扩大用户覆盖。新品导入阶段的市场传播与渠道支持已逐步到位，来自预售与到店转化的线索将转化为二季度及后续的实销量贡献。根据公开交付口径，今年前四个月累计交付同比增长71.00%，在宏观与竞争环境并存的背景下，销量动能的延续将成为本季度营收同比快速增长的重要基础。新品结构对ASP与单车毛利的影响将取决于车型组合与促销策略，若高毛利车型占比提升且供应链成本按计划回落，毛利率有望保持韧性。由于本季度属于季节性淡季且新品处于导入期，环比口径的收入与利润承压属正常现象，但同比改善的趋势依旧明确。\n<h4>毛利率与成本控制的变动因素</h4>\n市场预估本季度息税前利润为-8.58亿、调整后每股收益为-0.35元，提示短期利润端或由盈转亏，核心原因在于季节性波动、新品投放初期的市场费用与产线爬坡，以及价格带扩张带来的结构性摊薄。公司在电驱、电子电气架构和自研芯片方面持续投入，5纳米智驾芯片“NX9031”已上车多款车型，叠加整车轻量化和900V高压平台，长期有助于能效与成本改善。与安森美在SiC功率器件与900V平台的合作将利好中长期BOM成本与效率，若核心零部件议价与规模效应兑现，单车成本下行与毛利改善空间可期。费用端管理延续去年以来的效率思路，若营销与管理费用率保持可控，同时维持每季度约20.00亿—25.00亿的研发投入区间，研发效率进一步提升，利润结构稳定性有望增强。综合来看，本季度利润承压更多由节奏性与结构性因素驱动，并不改变全年维度的成本曲线下行与盈利质量改善的目标路径。\n<h4>能源网络与生态运营的放量</h4>\n能源与用户生态的运营指标持续向好：五一假期期间，全国3,839座换电站累计提供1,031,469次换电服务；全国超过1,300个区县已实现换电网络覆盖。公司现有5,010座充电站、28,806根充电桩向所有新能源用户开放，期间超过87.00%的充电电量服务于其他品牌用户，生态辐射效应提升资产使用率。高频的补能与开放共享策略强化用户触点，有助于带动服务与衍生业务活跃度，提升客户粘性和口碑传播效率。用户运营层面，App与社区生态保持活跃，线上线下多触点的运营策略提升交叉销售和复购潜力，逐步加深“整车—能源—服务—社区”的正循环。该体系在短期内对利润的直接贡献受规模与折旧影响相对有限，但对长期销量转化、服务收入与品牌资产的累积价值显著，对估值的稳定与改善具有重要意义。\n<h2>分析师观点</h2>\n从近期公开渠道可见的观点看，偏乐观的评论占据主导，核心依据集中在销量改善、新品周期与生态网络三条主线。部分市场研究栏目指出，董事会已安排于2026年05月21日审议并公布2026年第一季度业绩，结合年初以来交付加速与新品预售反馈，二季度及下半年有望在规模效应与成本端形成合力。也有分析师提到二级市场“买盘枯竭”的担忧与行业库存系数上行压力，但与新品放量与营收同比快速增长的积极预期相比，谨慎声音在数量与影响力上均不占优。综合这些声音，当前看多观点更占上风，其逻辑在于：一是本季度营收预计同比增长100.57%，体现强劲的同比修复弹性；二是ES9与乐道L80等新品覆盖更广价格带，叠加自研平台与SiC合作，供给与成本两端改善具备可验证路径；三是换电与充电网络的高频运营数据为整车交付与服务变现提供支撑，有助于提升现金流质量与估值确定性。看多阵营将密切跟踪本季度的新品交付节奏、费用效率与现金流动向，若公司能在维持研发效率的同时平衡价格策略与渠道资源，全年维度盈利质量的改善预期有望进一步巩固。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137362941","content_text":"摘要\n蔚来将于2026年05月21日（美股盘前）发布2026年第一季度财报，市场聚焦营收同比翻倍与盈利由盈转亏的拐点信号。\n市场预测\n市场一致预期本季度蔚来营收约251.47亿人民币，同比增长100.57%；调整后每股收益约-0.35元，同比增长86.25%（基于去年同期低基数的改善）；公司与市场目前未见关于本季度毛利率、净利润或净利率的具体预测或指引，故不作展示。主营业务方面，上季度汽车业务收入316.06亿，占比91.21%，产品结构优化与新品周期为重点。就现有业务中最具发展前景的方向而言，除整车外的“其他”业务收入30.44亿（涵盖能源与服务等），今年前四个月累计交付同比增长71.00%为量端改善提供支撑，或对本季度规模与生态协同产生正向影响。\n上季度回顾\n上季度蔚来实现营收346.50亿，同比增长75.86%；毛利率17.45%；归属于母公司股东的净利润1.22亿，对应净利率0.35%；调整后每股收益0.29元，同比增长109.15%。公司在盈利质量方面的关键亮点为息税前利润12.51亿，同比增长122.57%，叠加费用效率改善与产品组合优化，盈利弹性有所显现。分业务看，汽车业务收入316.06亿，占比91.21%；其他业务收入30.44亿，占比8.79%，多元化生态带动服务与能源网络协同。\n本季度展望\n新品交付与价格带扩张\n蔚来处于新品密集交付节奏，ES9定位大型纯电SUV开启预售，乐道品牌L80预售开启，整车购买价24.58万元起、BaaS电池租用方案15.98万元起，价格带下探有望扩大用户覆盖。新品导入阶段的市场传播与渠道支持已逐步到位，来自预售与到店转化的线索将转化为二季度及后续的实销量贡献。根据公开交付口径，今年前四个月累计交付同比增长71.00%，在宏观与竞争环境并存的背景下，销量动能的延续将成为本季度营收同比快速增长的重要基础。新品结构对ASP与单车毛利的影响将取决于车型组合与促销策略，若高毛利车型占比提升且供应链成本按计划回落，毛利率有望保持韧性。由于本季度属于季节性淡季且新品处于导入期，环比口径的收入与利润承压属正常现象，但同比改善的趋势依旧明确。\n毛利率与成本控制的变动因素\n市场预估本季度息税前利润为-8.58亿、调整后每股收益为-0.35元，提示短期利润端或由盈转亏，核心原因在于季节性波动、新品投放初期的市场费用与产线爬坡，以及价格带扩张带来的结构性摊薄。公司在电驱、电子电气架构和自研芯片方面持续投入，5纳米智驾芯片“NX9031”已上车多款车型，叠加整车轻量化和900V高压平台，长期有助于能效与成本改善。与安森美在SiC功率器件与900V平台的合作将利好中长期BOM成本与效率，若核心零部件议价与规模效应兑现，单车成本下行与毛利改善空间可期。费用端管理延续去年以来的效率思路，若营销与管理费用率保持可控，同时维持每季度约20.00亿—25.00亿的研发投入区间，研发效率进一步提升，利润结构稳定性有望增强。综合来看，本季度利润承压更多由节奏性与结构性因素驱动，并不改变全年维度的成本曲线下行与盈利质量改善的目标路径。\n能源网络与生态运营的放量\n能源与用户生态的运营指标持续向好：五一假期期间，全国3,839座换电站累计提供1,031,469次换电服务；全国超过1,300个区县已实现换电网络覆盖。公司现有5,010座充电站、28,806根充电桩向所有新能源用户开放，期间超过87.00%的充电电量服务于其他品牌用户，生态辐射效应提升资产使用率。高频的补能与开放共享策略强化用户触点，有助于带动服务与衍生业务活跃度，提升客户粘性和口碑传播效率。用户运营层面，App与社区生态保持活跃，线上线下多触点的运营策略提升交叉销售和复购潜力，逐步加深“整车—能源—服务—社区”的正循环。该体系在短期内对利润的直接贡献受规模与折旧影响相对有限，但对长期销量转化、服务收入与品牌资产的累积价值显著，对估值的稳定与改善具有重要意义。\n分析师观点\n从近期公开渠道可见的观点看，偏乐观的评论占据主导，核心依据集中在销量改善、新品周期与生态网络三条主线。部分市场研究栏目指出，董事会已安排于2026年05月21日审议并公布2026年第一季度业绩，结合年初以来交付加速与新品预售反馈，二季度及下半年有望在规模效应与成本端形成合力。也有分析师提到二级市场“买盘枯竭”的担忧与行业库存系数上行压力，但与新品放量与营收同比快速增长的积极预期相比，谨慎声音在数量与影响力上均不占优。综合这些声音，当前看多观点更占上风，其逻辑在于：一是本季度营收预计同比增长100.57%，体现强劲的同比修复弹性；二是ES9与乐道L80等新品覆盖更广价格带，叠加自研平台与SiC合作，供给与成本两端改善具备可验证路径；三是换电与充电网络的高频运营数据为整车交付与服务变现提供支撑，有助于提升现金流质量与估值确定性。看多阵营将密切跟踪本季度的新品交付节奏、费用效率与现金流动向，若公司能在维持研发效率的同时平衡价格策略与渠道资源，全年维度盈利质量的改善预期有望进一步巩固。","news_type":1,"symbols_score_info":{"NIO":1}},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":570589641093264,"gmtCreate":1780308312332,"gmtModify":1780309243815,"author":{"id":"3526550619912899","authorId":"3526550619912899","name":"昊1990","avatar":"https://static.laohu8.com/d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15:08","market":"hk","language":"zh","title":"4月、5月连续两月小米汽车交付量超3万台！雷军曾解释为何不公布精确销量","url":"https://stock-news.laohu8.com/highlight/detail?id=2640393135","media":"快科技","summary":"快科技6月1日消息，继4月交付量站稳三万台阶之后，刚刚过去的5月份，小米汽车的单月交付成绩依旧超过3万台，市场表现持续向好。梳理今年以来公开的交付数据可以发现，小米汽车2月、3月的交付量均突破2万台大关，4月、5月已经连续两个自然月交付量跨过3万台门槛，产品销量的爬坡进度远超行业初期的普遍预期。","content":"<html><body><p>快科技6月1日消息，继4月交付量站稳三万台阶之后，刚刚过去的5月份，<a href=\"https://laohu8.com/S/XIACY\">小米</a>汽车的单月交付成绩依旧超过3万台，市场表现持续向好。</p><p><a href=\"https://laohu8.com/S/01810\">小米</a>汽车官方今天正式对外披露相关数据，2026年5月，品牌单月交付量持续站稳三万台阶，连续多个月交付数据突破30000台，整体市场走势保持非常稳定的上升态势。</p><p>梳理今年以来公开的交付数据可以发现，<a href=\"https://laohu8.com/S/81810\">小米</a>汽车2月、3月的交付量均突破2万台大关，4月、5月已经连续两个自然月交付量跨过3万台门槛，产品销量的爬坡进度远超行业初期的普遍预期。</p><p>不少关注新能源赛道的业内人士都注意到，小米汽车近几个月始终只对外公布交付量的区间数据，从来没有披露过当月的精准交付数值，这个操作细节此前也引发过不少网友的好奇讨论。</p><p>此前在小米YU7 GT的相关媒体交流活动中，雷军也特意对外解释了这么做的考量。</p><p><strong>他表示，自己不想让小米汽车的月度交付成绩陷入和其他同行刻意比拼数字的内卷怪圈，觉得数据达到预期目标就足够了。好几次团队已经统计出当月精确到个位的交付数字，比如36700台，他都直接拍板说对外统一报3万台就可以，实际数值和公开披露的区间大差不差，没必要抠得太细。</strong></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p></body></html>","source":"ifeng_tech","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>4月、5月连续两月小米汽车交付量超3万台！雷军曾解释为何不公布精确销量</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\">\n4月、5月连续两月小米汽车交付量超3万台！雷军曾解释为何不公布精确销量\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-01 15:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8tbRITU7dII><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技6月1日消息，继4月交付量站稳三万台阶之后，刚刚过去的5月份，小米汽车的单月交付成绩依旧超过3万台，市场表现持续向好。小米汽车官方今天正式对外披露相关数据，2026年5月，品牌单月交付量持续站稳三万台阶，连续多个月交付数据突破30000台，整体市场走势保持非常稳定的上升态势。梳理今年以来公开的交付数据可以发现，小米汽车2月、3月的交付量均突破2万台大关，4月、5月已经连续两个自然月交付量跨过...</p>\n\n<a href=\"https://tech.ifeng.com/c/8tbRITU7dII\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","BK1502":"双十一","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","HXXD.SI":"Xiaomi HK SDR 2to1","IE0032431581.USD":"PINEBRIDGE 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INC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0594300419.USD":"富达中国消费基金A"},"source_url":"https://tech.ifeng.com/c/8tbRITU7dII","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2640393135","content_text":"快科技6月1日消息，继4月交付量站稳三万台阶之后，刚刚过去的5月份，小米汽车的单月交付成绩依旧超过3万台，市场表现持续向好。小米汽车官方今天正式对外披露相关数据，2026年5月，品牌单月交付量持续站稳三万台阶，连续多个月交付数据突破30000台，整体市场走势保持非常稳定的上升态势。梳理今年以来公开的交付数据可以发现，小米汽车2月、3月的交付量均突破2万台大关，4月、5月已经连续两个自然月交付量跨过3万台门槛，产品销量的爬坡进度远超行业初期的普遍预期。不少关注新能源赛道的业内人士都注意到，小米汽车近几个月始终只对外公布交付量的区间数据，从来没有披露过当月的精准交付数值，这个操作细节此前也引发过不少网友的好奇讨论。此前在小米YU7 GT的相关媒体交流活动中，雷军也特意对外解释了这么做的考量。他表示，自己不想让小米汽车的月度交付成绩陷入和其他同行刻意比拼数字的内卷怪圈，觉得数据达到预期目标就足够了。好几次团队已经统计出当月精确到个位的交付数字，比如36700台，他都直接拍板说对外统一报3万台就可以，实际数值和公开披露的区间大差不差，没必要抠得太细。","news_type":1,"symbols_score_info":{"81810":0.6,"XIACY":1.93,"HXXD.SI":0.6,"01810":1.93,"MIUmain":0.6}},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570540685029416,"gmtCreate":1780296356770,"gmtModify":1780297803290,"author":{"id":"3526550619912899","authorId":"3526550619912899","name":"昊1990","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3526550619912899","authorIdStr":"3526550619912899"},"themes":[],"title":"","htmlText":"又多赔两个亿","listText":"又多赔两个亿","text":"又多赔两个亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570540685029416","repostId":"1131988485","repostType":4,"repost":{"id":"1131988485","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1780292700,"share":"https://www.laohu8.com/m/news/1131988485?lang=zh_CN&edition=full","pubTime":"2026-06-01 13:45","market":"hk","language":"zh","title":"零跑汽车：2026年5月交付量达81569台，同比增长81%","url":"https://stock-news.laohu8.com/highlight/detail?id=1131988485","media":"老虎资讯综合","summary":"6月1日，零跑汽车：2026年5月交付量达81569台，同比增长81%。","content":"<html><head></head><body><p>6月1日，零跑汽车：2026年5月交付量达81569台，同比增长81%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfdfdea35a66eaf61ca476847a4a956d\" tg-width=\"690\" tg-height=\"1150\"/></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>零跑汽车：2026年5月交付量达81569台，同比增长81%</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零跑汽车：2026年5月交付量达81569台，同比增长81%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-01 13:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月1日，零跑汽车：2026年5月交付量达81569台，同比增长81%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfdfdea35a66eaf61ca476847a4a956d\" tg-width=\"690\" tg-height=\"1150\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a530a2a17bc301499c9e286759c5657e","relate_stocks":{"09863":"零跑汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131988485","content_text":"6月1日，零跑汽车：2026年5月交付量达81569台，同比增长81%。","news_type":1,"symbols_score_info":{"09863":1}},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":567976666461504,"gmtCreate":1779687466441,"gmtModify":1779688897803,"author":{"id":"3526550619912899","authorId":"3526550619912899","name":"昊1990","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3526550619912899","authorIdStr":"3526550619912899"},"themes":[],"title":"","htmlText":"看来订单是减少了，这一万台用了整整一个月，五月份估计也就勉强过万","listText":"看来订单是减少了，这一万台用了整整一个月，五月份估计也就勉强过万","text":"看来订单是减少了，这一万台用了整整一个月，五月份估计也就勉强过万","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/567976666461504","repostId":"2637356321","repostType":2,"repost":{"id":"2637356321","kind":"news","pubTimestamp":1779521469,"share":"https://www.laohu8.com/m/news/2637356321?lang=zh_CN&edition=full","pubTime":"2026-05-23 15:31","market":"hk","language":"zh","title":"40.68万元起，蔚来全新ES8完成第11万台新车交付","url":"https://stock-news.laohu8.com/highlight/detail?id=2637356321","media":"IT之家","summary":"IT之家 5 月 23 日消息，蔚来今日宣布在南京完成全新 ES8 第 110,000 台新车交付。一个月前，全新 ES8 刚刚刷新中国乘用车市场 40 万元以上高端车型最快达成十万台交付的全新纪录。IT之家注意到，全新蔚来 ES8 纯电 SUV 于 2025 年 9 月 20 日晚正式上市，售价 40.68 万-44.68 万元，租电方案 29.88 万-33.88 万元。该车长达 5280mm，轴距 3130mm，是目前中国市场尺寸最大的纯电 SUV 之一。方向盘采用三幅式设计，车机中控屏由竖行屏幕升级为横幅样式，全新 ES8 全车共拥有 111 个实体按键。","content":"<html><body><p>IT之家 5 月 23 日消息，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>今日宣布在南京完成全新 ES8 第 110,000 台新车交付。一个月前，全新 ES8 刚刚刷新中国乘用车市场 40 万元以上高端车型最快达成十万台交付的全新纪录。</p><p><a href=\"https://laohu8.com/S/09866\">蔚来</a>官方称：“自 2025 年 9 月实现反超以来，<strong>纯电大三排销量已连续八个月超越增程车型</strong>，成为消费者的绝对主流选择，市场结构性演进趋势已不可逆转，以全新 ES8 为代表的纯电大三排 SUV 已经进入黄金时代。”</p><p><img src=\"https://x0.ifengimg.com/res/2026/93F18A300C6B1AC42B65F4042F4589C1E825B5BF_size883_w1440_h2579.jpg\"/></p><p><img src=\"https://x0.ifengimg.com/res/2026/700FD7FFDD4EF97C14C55821C3AD8188300A55DF_size768_w1440_h1920.jpg\"/></p><p>IT之家注意到，全新<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a> ES8 纯电 SUV 于 2025 年 9 月 20 日晚正式上市，售价 40.68 万-44.68 万元，租电方案 29.88 万-33.88 万元。上市之初，该车型提供极夜黑、云白、南极星蓝、<a href=\"https://laohu8.com/S/600303\">曙光</a>金、星辰绿、星澜灰 6 种外观配色。</p><p><img src=\"https://x0.ifengimg.com/res/2026/0BDED75EC050B3B561B170C0D392722D9BC1B4BE_size170_w1044_h698.jpg\"/></p><p>该车长达 5280mm，轴距 3130mm，<strong>是目前中国市场尺寸最大的纯电 SUV 之一</strong>。新车内饰配备了 Skyline 天际线屏幕、悬浮式中控屏以及最新升级的 NOMI 系统。方向盘采用三幅式设计，车机中控屏由竖行屏幕升级为横幅样式，全新 ES8 全车共拥有 111 个实体按键。</p><p>动力方面，该车基于全域 900V 高压架构打造，双电机峰值功率 520kW，峰值扭矩 700N・m，零百加速 3.97 秒，100km/h 到 0 制动距离 34.9m，标配 102kWh 4C 电池包，CLTC 续航 635km，百公里能耗 16.6kWh。</p></body></html>","source":"fenghuang_stock","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>40.68万元起，蔚来全新ES8完成第11万台新车交付</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; 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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\">\n40.68万元起，蔚来全新ES8完成第11万台新车交付\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-23 15:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8tMWRBYbe5x><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 5 月 23 日消息，蔚来今日宣布在南京完成全新 ES8 第 110,000 台新车交付。一个月前，全新 ES8 刚刚刷新中国乘用车市场 40 万元以上高端车型最快达成十万台交付的全新纪录。蔚来官方称：“自 2025 年 9 月实现反超以来，纯电大三排销量已连续八个月超越增程车型，成为消费者的绝对主流选择，市场结构性演进趋势已不可逆转，以全新 ES8 为代表的纯电大三排 SUV 已经进入...</p>\n\n<a href=\"https://tech.ifeng.com/c/8tMWRBYbe5x\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4099":"汽车制造商","BK4555":"新能源车","09866":"蔚来-SW","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","NIO.SI":"蔚来","BK4588":"碎股","BK4548":"巴美列捷福持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4574":"无人驾驶","NIO":"蔚来","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4509":"腾讯概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","NIOG":"2倍做多NIO ETF-Leverage Shares","BK4531":"中概回港概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM"},"source_url":"https://tech.ifeng.com/c/8tMWRBYbe5x","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2637356321","content_text":"IT之家 5 月 23 日消息，蔚来今日宣布在南京完成全新 ES8 第 110,000 台新车交付。一个月前，全新 ES8 刚刚刷新中国乘用车市场 40 万元以上高端车型最快达成十万台交付的全新纪录。蔚来官方称：“自 2025 年 9 月实现反超以来，纯电大三排销量已连续八个月超越增程车型，成为消费者的绝对主流选择，市场结构性演进趋势已不可逆转，以全新 ES8 为代表的纯电大三排 SUV 已经进入黄金时代。”IT之家注意到，全新蔚来 ES8 纯电 SUV 于 2025 年 9 月 20 日晚正式上市，售价 40.68 万-44.68 万元，租电方案 29.88 万-33.88 万元。上市之初，该车型提供极夜黑、云白、南极星蓝、曙光金、星辰绿、星澜灰 6 种外观配色。该车长达 5280mm，轴距 3130mm，是目前中国市场尺寸最大的纯电 SUV 之一。新车内饰配备了 Skyline 天际线屏幕、悬浮式中控屏以及最新升级的 NOMI 系统。方向盘采用三幅式设计，车机中控屏由竖行屏幕升级为横幅样式，全新 ES8 全车共拥有 111 个实体按键。动力方面，该车基于全域 900V 高压架构打造，双电机峰值功率 520kW，峰值扭矩 700N・m，零百加速 3.97 秒，100km/h 到 0 制动距离 34.9m，标配 102kWh 4C 电池包，CLTC 续航 635km，百公里能耗 16.6kWh。","news_type":1,"symbols_score_info":{"09866":1.96,"NIO":1.96,"EVS.SI":0.6,"NIO.SI":1.96,"NIOG":0.6}},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565452653426328,"gmtCreate":1779084347671,"gmtModify":1779085028819,"author":{"id":"3526550619912899","authorId":"3526550619912899","name":"昊1990","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3526550619912899","authorIdStr":"3526550619912899"},"themes":[],"title":"","htmlText":"一季度不可能盈利的，交付量差太多了，虽然es8占比高了，但是整体肯定不如四季度，我预计亏损5到10亿","listText":"一季度不可能盈利的，交付量差太多了，虽然es8占比高了，但是整体肯定不如四季度，我预计亏损5到10亿","text":"一季度不可能盈利的，交付量差太多了，虽然es8占比高了，但是整体肯定不如四季度，我预计亏损5到10亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565452653426328","repostId":"1137362941","repostType":2,"repost":{"id":"1137362941","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1778718165,"share":"https://www.laohu8.com/m/news/1137362941?lang=zh_CN&edition=full","pubTime":"2026-05-14 08:22","market":"hk","language":"zh","title":"财报前瞻｜蔚来本季度营收预计同比增长100.57%，盈利或由盈转亏","url":"https://stock-news.laohu8.com/highlight/detail?id=1137362941","media":"财报Agent","summary":"蔚来将于2026年05月21日发布2026年第一季度财报，市场聚焦营收同比翻倍与盈利由盈转亏的拐点信号。市场一致预期本季度蔚来营收约251.47亿人民币，同比增长100.57%；调整后每股收益约-0.35元，同比增长86.25%；公司与市场目前未见关于本季度毛利率、净利润或净利率的具体预测或指引，故不作展示。上季度蔚来实现营收346.50亿，同比增长75.86%；毛利率17.45%；归属于母公司股东的净利润1.22亿，对应净利率0.35%；调整后每股收益0.29元，同比增长109.15%。","content":"<p><h2>摘要</h2>\n蔚来将于2026年05月21日（美股盘前）发布2026年第一季度财报，市场聚焦营收同比翻倍与盈利由盈转亏的拐点信号。\n<h2>市场预测</h2>\n市场一致预期本季度蔚来营收约251.47亿人民币，同比增长100.57%；调整后每股收益约-0.35元，同比增长86.25%（基于去年同期低基数的改善）；公司与市场目前未见关于本季度毛利率、净利润或净利率的具体预测或指引，故不作展示。主营业务方面，上季度汽车业务收入316.06亿，占比91.21%，产品结构优化与新品周期为重点。就现有业务中最具发展前景的方向而言，除整车外的“其他”业务收入30.44亿（涵盖能源与服务等），今年前四个月累计交付同比增长71.00%为量端改善提供支撑，或对本季度规模与生态协同产生正向影响。\n<h2>上季度回顾</h2>\n上季度蔚来实现营收346.50亿，同比增长75.86%；毛利率17.45%；归属于母公司股东的净利润1.22亿，对应净利率0.35%；调整后每股收益0.29元，同比增长109.15%。公司在盈利质量方面的关键亮点为息税前利润12.51亿，同比增长122.57%，叠加费用效率改善与产品组合优化，盈利弹性有所显现。分业务看，汽车业务收入316.06亿，占比91.21%；其他业务收入30.44亿，占比8.79%，多元化生态带动服务与能源网络协同。\n<h2>本季度展望</h2>\n<h4>新品交付与价格带扩张</h4>\n蔚来处于新品密集交付节奏，ES9定位大型纯电SUV开启预售，乐道品牌L80预售开启，整车购买价24.58万元起、BaaS电池租用方案15.98万元起，价格带下探有望扩大用户覆盖。新品导入阶段的市场传播与渠道支持已逐步到位，来自预售与到店转化的线索将转化为二季度及后续的实销量贡献。根据公开交付口径，今年前四个月累计交付同比增长71.00%，在宏观与竞争环境并存的背景下，销量动能的延续将成为本季度营收同比快速增长的重要基础。新品结构对ASP与单车毛利的影响将取决于车型组合与促销策略，若高毛利车型占比提升且供应链成本按计划回落，毛利率有望保持韧性。由于本季度属于季节性淡季且新品处于导入期，环比口径的收入与利润承压属正常现象，但同比改善的趋势依旧明确。\n<h4>毛利率与成本控制的变动因素</h4>\n市场预估本季度息税前利润为-8.58亿、调整后每股收益为-0.35元，提示短期利润端或由盈转亏，核心原因在于季节性波动、新品投放初期的市场费用与产线爬坡，以及价格带扩张带来的结构性摊薄。公司在电驱、电子电气架构和自研芯片方面持续投入，5纳米智驾芯片“NX9031”已上车多款车型，叠加整车轻量化和900V高压平台，长期有助于能效与成本改善。与安森美在SiC功率器件与900V平台的合作将利好中长期BOM成本与效率，若核心零部件议价与规模效应兑现，单车成本下行与毛利改善空间可期。费用端管理延续去年以来的效率思路，若营销与管理费用率保持可控，同时维持每季度约20.00亿—25.00亿的研发投入区间，研发效率进一步提升，利润结构稳定性有望增强。综合来看，本季度利润承压更多由节奏性与结构性因素驱动，并不改变全年维度的成本曲线下行与盈利质量改善的目标路径。\n<h4>能源网络与生态运营的放量</h4>\n能源与用户生态的运营指标持续向好：五一假期期间，全国3,839座换电站累计提供1,031,469次换电服务；全国超过1,300个区县已实现换电网络覆盖。公司现有5,010座充电站、28,806根充电桩向所有新能源用户开放，期间超过87.00%的充电电量服务于其他品牌用户，生态辐射效应提升资产使用率。高频的补能与开放共享策略强化用户触点，有助于带动服务与衍生业务活跃度，提升客户粘性和口碑传播效率。用户运营层面，App与社区生态保持活跃，线上线下多触点的运营策略提升交叉销售和复购潜力，逐步加深“整车—能源—服务—社区”的正循环。该体系在短期内对利润的直接贡献受规模与折旧影响相对有限，但对长期销量转化、服务收入与品牌资产的累积价值显著，对估值的稳定与改善具有重要意义。\n<h2>分析师观点</h2>\n从近期公开渠道可见的观点看，偏乐观的评论占据主导，核心依据集中在销量改善、新品周期与生态网络三条主线。部分市场研究栏目指出，董事会已安排于2026年05月21日审议并公布2026年第一季度业绩，结合年初以来交付加速与新品预售反馈，二季度及下半年有望在规模效应与成本端形成合力。也有分析师提到二级市场“买盘枯竭”的担忧与行业库存系数上行压力，但与新品放量与营收同比快速增长的积极预期相比，谨慎声音在数量与影响力上均不占优。综合这些声音，当前看多观点更占上风，其逻辑在于：一是本季度营收预计同比增长100.57%，体现强劲的同比修复弹性；二是ES9与乐道L80等新品覆盖更广价格带，叠加自研平台与SiC合作，供给与成本两端改善具备可验证路径；三是换电与充电网络的高频运营数据为整车交付与服务变现提供支撑，有助于提升现金流质量与估值确定性。看多阵营将密切跟踪本季度的新品交付节奏、费用效率与现金流动向，若公司能在维持研发效率的同时平衡价格策略与渠道资源，全年维度盈利质量的改善预期有望进一步巩固。</p>","collect":0,"html":"<!DOCTYPE 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{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财报前瞻｜蔚来本季度营收预计同比增长100.57%，盈利或由盈转亏\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2026-05-14 08:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><h2>摘要</h2>\n蔚来将于2026年05月21日（美股盘前）发布2026年第一季度财报，市场聚焦营收同比翻倍与盈利由盈转亏的拐点信号。\n<h2>市场预测</h2>\n市场一致预期本季度蔚来营收约251.47亿人民币，同比增长100.57%；调整后每股收益约-0.35元，同比增长86.25%（基于去年同期低基数的改善）；公司与市场目前未见关于本季度毛利率、净利润或净利率的具体预测或指引，故不作展示。主营业务方面，上季度汽车业务收入316.06亿，占比91.21%，产品结构优化与新品周期为重点。就现有业务中最具发展前景的方向而言，除整车外的“其他”业务收入30.44亿（涵盖能源与服务等），今年前四个月累计交付同比增长71.00%为量端改善提供支撑，或对本季度规模与生态协同产生正向影响。\n<h2>上季度回顾</h2>\n上季度蔚来实现营收346.50亿，同比增长75.86%；毛利率17.45%；归属于母公司股东的净利润1.22亿，对应净利率0.35%；调整后每股收益0.29元，同比增长109.15%。公司在盈利质量方面的关键亮点为息税前利润12.51亿，同比增长122.57%，叠加费用效率改善与产品组合优化，盈利弹性有所显现。分业务看，汽车业务收入316.06亿，占比91.21%；其他业务收入30.44亿，占比8.79%，多元化生态带动服务与能源网络协同。\n<h2>本季度展望</h2>\n<h4>新品交付与价格带扩张</h4>\n蔚来处于新品密集交付节奏，ES9定位大型纯电SUV开启预售，乐道品牌L80预售开启，整车购买价24.58万元起、BaaS电池租用方案15.98万元起，价格带下探有望扩大用户覆盖。新品导入阶段的市场传播与渠道支持已逐步到位，来自预售与到店转化的线索将转化为二季度及后续的实销量贡献。根据公开交付口径，今年前四个月累计交付同比增长71.00%，在宏观与竞争环境并存的背景下，销量动能的延续将成为本季度营收同比快速增长的重要基础。新品结构对ASP与单车毛利的影响将取决于车型组合与促销策略，若高毛利车型占比提升且供应链成本按计划回落，毛利率有望保持韧性。由于本季度属于季节性淡季且新品处于导入期，环比口径的收入与利润承压属正常现象，但同比改善的趋势依旧明确。\n<h4>毛利率与成本控制的变动因素</h4>\n市场预估本季度息税前利润为-8.58亿、调整后每股收益为-0.35元，提示短期利润端或由盈转亏，核心原因在于季节性波动、新品投放初期的市场费用与产线爬坡，以及价格带扩张带来的结构性摊薄。公司在电驱、电子电气架构和自研芯片方面持续投入，5纳米智驾芯片“NX9031”已上车多款车型，叠加整车轻量化和900V高压平台，长期有助于能效与成本改善。与安森美在SiC功率器件与900V平台的合作将利好中长期BOM成本与效率，若核心零部件议价与规模效应兑现，单车成本下行与毛利改善空间可期。费用端管理延续去年以来的效率思路，若营销与管理费用率保持可控，同时维持每季度约20.00亿—25.00亿的研发投入区间，研发效率进一步提升，利润结构稳定性有望增强。综合来看，本季度利润承压更多由节奏性与结构性因素驱动，并不改变全年维度的成本曲线下行与盈利质量改善的目标路径。\n<h4>能源网络与生态运营的放量</h4>\n能源与用户生态的运营指标持续向好：五一假期期间，全国3,839座换电站累计提供1,031,469次换电服务；全国超过1,300个区县已实现换电网络覆盖。公司现有5,010座充电站、28,806根充电桩向所有新能源用户开放，期间超过87.00%的充电电量服务于其他品牌用户，生态辐射效应提升资产使用率。高频的补能与开放共享策略强化用户触点，有助于带动服务与衍生业务活跃度，提升客户粘性和口碑传播效率。用户运营层面，App与社区生态保持活跃，线上线下多触点的运营策略提升交叉销售和复购潜力，逐步加深“整车—能源—服务—社区”的正循环。该体系在短期内对利润的直接贡献受规模与折旧影响相对有限，但对长期销量转化、服务收入与品牌资产的累积价值显著，对估值的稳定与改善具有重要意义。\n<h2>分析师观点</h2>\n从近期公开渠道可见的观点看，偏乐观的评论占据主导，核心依据集中在销量改善、新品周期与生态网络三条主线。部分市场研究栏目指出，董事会已安排于2026年05月21日审议并公布2026年第一季度业绩，结合年初以来交付加速与新品预售反馈，二季度及下半年有望在规模效应与成本端形成合力。也有分析师提到二级市场“买盘枯竭”的担忧与行业库存系数上行压力，但与新品放量与营收同比快速增长的积极预期相比，谨慎声音在数量与影响力上均不占优。综合这些声音，当前看多观点更占上风，其逻辑在于：一是本季度营收预计同比增长100.57%，体现强劲的同比修复弹性；二是ES9与乐道L80等新品覆盖更广价格带，叠加自研平台与SiC合作，供给与成本两端改善具备可验证路径；三是换电与充电网络的高频运营数据为整车交付与服务变现提供支撑，有助于提升现金流质量与估值确定性。看多阵营将密切跟踪本季度的新品交付节奏、费用效率与现金流动向，若公司能在维持研发效率的同时平衡价格策略与渠道资源，全年维度盈利质量的改善预期有望进一步巩固。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137362941","content_text":"摘要\n蔚来将于2026年05月21日（美股盘前）发布2026年第一季度财报，市场聚焦营收同比翻倍与盈利由盈转亏的拐点信号。\n市场预测\n市场一致预期本季度蔚来营收约251.47亿人民币，同比增长100.57%；调整后每股收益约-0.35元，同比增长86.25%（基于去年同期低基数的改善）；公司与市场目前未见关于本季度毛利率、净利润或净利率的具体预测或指引，故不作展示。主营业务方面，上季度汽车业务收入316.06亿，占比91.21%，产品结构优化与新品周期为重点。就现有业务中最具发展前景的方向而言，除整车外的“其他”业务收入30.44亿（涵盖能源与服务等），今年前四个月累计交付同比增长71.00%为量端改善提供支撑，或对本季度规模与生态协同产生正向影响。\n上季度回顾\n上季度蔚来实现营收346.50亿，同比增长75.86%；毛利率17.45%；归属于母公司股东的净利润1.22亿，对应净利率0.35%；调整后每股收益0.29元，同比增长109.15%。公司在盈利质量方面的关键亮点为息税前利润12.51亿，同比增长122.57%，叠加费用效率改善与产品组合优化，盈利弹性有所显现。分业务看，汽车业务收入316.06亿，占比91.21%；其他业务收入30.44亿，占比8.79%，多元化生态带动服务与能源网络协同。\n本季度展望\n新品交付与价格带扩张\n蔚来处于新品密集交付节奏，ES9定位大型纯电SUV开启预售，乐道品牌L80预售开启，整车购买价24.58万元起、BaaS电池租用方案15.98万元起，价格带下探有望扩大用户覆盖。新品导入阶段的市场传播与渠道支持已逐步到位，来自预售与到店转化的线索将转化为二季度及后续的实销量贡献。根据公开交付口径，今年前四个月累计交付同比增长71.00%，在宏观与竞争环境并存的背景下，销量动能的延续将成为本季度营收同比快速增长的重要基础。新品结构对ASP与单车毛利的影响将取决于车型组合与促销策略，若高毛利车型占比提升且供应链成本按计划回落，毛利率有望保持韧性。由于本季度属于季节性淡季且新品处于导入期，环比口径的收入与利润承压属正常现象，但同比改善的趋势依旧明确。\n毛利率与成本控制的变动因素\n市场预估本季度息税前利润为-8.58亿、调整后每股收益为-0.35元，提示短期利润端或由盈转亏，核心原因在于季节性波动、新品投放初期的市场费用与产线爬坡，以及价格带扩张带来的结构性摊薄。公司在电驱、电子电气架构和自研芯片方面持续投入，5纳米智驾芯片“NX9031”已上车多款车型，叠加整车轻量化和900V高压平台，长期有助于能效与成本改善。与安森美在SiC功率器件与900V平台的合作将利好中长期BOM成本与效率，若核心零部件议价与规模效应兑现，单车成本下行与毛利改善空间可期。费用端管理延续去年以来的效率思路，若营销与管理费用率保持可控，同时维持每季度约20.00亿—25.00亿的研发投入区间，研发效率进一步提升，利润结构稳定性有望增强。综合来看，本季度利润承压更多由节奏性与结构性因素驱动，并不改变全年维度的成本曲线下行与盈利质量改善的目标路径。\n能源网络与生态运营的放量\n能源与用户生态的运营指标持续向好：五一假期期间，全国3,839座换电站累计提供1,031,469次换电服务；全国超过1,300个区县已实现换电网络覆盖。公司现有5,010座充电站、28,806根充电桩向所有新能源用户开放，期间超过87.00%的充电电量服务于其他品牌用户，生态辐射效应提升资产使用率。高频的补能与开放共享策略强化用户触点，有助于带动服务与衍生业务活跃度，提升客户粘性和口碑传播效率。用户运营层面，App与社区生态保持活跃，线上线下多触点的运营策略提升交叉销售和复购潜力，逐步加深“整车—能源—服务—社区”的正循环。该体系在短期内对利润的直接贡献受规模与折旧影响相对有限，但对长期销量转化、服务收入与品牌资产的累积价值显著，对估值的稳定与改善具有重要意义。\n分析师观点\n从近期公开渠道可见的观点看，偏乐观的评论占据主导，核心依据集中在销量改善、新品周期与生态网络三条主线。部分市场研究栏目指出，董事会已安排于2026年05月21日审议并公布2026年第一季度业绩，结合年初以来交付加速与新品预售反馈，二季度及下半年有望在规模效应与成本端形成合力。也有分析师提到二级市场“买盘枯竭”的担忧与行业库存系数上行压力，但与新品放量与营收同比快速增长的积极预期相比，谨慎声音在数量与影响力上均不占优。综合这些声音，当前看多观点更占上风，其逻辑在于：一是本季度营收预计同比增长100.57%，体现强劲的同比修复弹性；二是ES9与乐道L80等新品覆盖更广价格带，叠加自研平台与SiC合作，供给与成本两端改善具备可验证路径；三是换电与充电网络的高频运营数据为整车交付与服务变现提供支撑，有助于提升现金流质量与估值确定性。看多阵营将密切跟踪本季度的新品交付节奏、费用效率与现金流动向，若公司能在维持研发效率的同时平衡价格策略与渠道资源，全年维度盈利质量的改善预期有望进一步巩固。","news_type":1,"symbols_score_info":{"NIO":1}},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}