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Huan娱
只投资朝阳行业的好公司,并长期持有
IP属地:海外
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Huan娱
Huan娱
·
05-29 23:16
$微软(MSFT)$
很明显!微软是六月的带头大哥。娜娜100指数六月还是阳线,第一目标33000
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Huan娱
Huan娱
·
05-28 23:57
救不了!出电动脚踏车才可以翻倍
海量财经丨亏了23亿!理想汽车Q1财报出炉 L9能成救命稻草吗?
5月28日下午,理想汽车公布了第一季度未经审计财务业绩。数据显示,尽管公司在本季度实现9.5万辆的交付量,但受产品换代周期及原材料价格波动影响,其营收、毛利率及净利润等核心财务指标同比及环比均出现明显下滑。
海量财经丨亏了23亿!理想汽车Q1财报出炉 L9能成救命稻草吗?
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Huan娱
Huan娱
·
05-27
$美国航空(AAL)$
这种两个月稳稳的50%+收益就是明着送钱给你
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Huan娱
Huan娱
·
05-21
$蔚来(NIO)$
昨天就说了,就是这个剧本
[微笑]
[微笑]
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Huan娱
Huan娱
·
05-20
$蔚来(NIO)$
狗庄连续洗盘,明天借着财报拉涨一波
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Huan娱
Huan娱
·
05-14
兄弟,出来走两步啊,马上30000了!你别装死啊!你不是很喜欢装BI么?!啥也不是
@Huan娱:
$纳斯达克100指数(NDX)$ 啥也不懂可以闭嘴👀还跑我帖子下面找存在感?!滑稽
$纳斯达克100指数(NDX)$ 啥也不懂可以闭嘴👀还跑我帖子下面找存在感?!滑稽
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Huan娱
Huan娱
·
05-14
$蜜雪集团(02097)$
破发是必然的!目标价:60(参考奈雪)
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Huan娱
Huan娱
·
05-14
$苹果(AAPL)$
牛而逼之!
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Huan娱
Huan娱
·
05-12
$闪迪(SNDK)$
没卖的,继续拿着;想上车的,现在是倒车接人
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Huan娱
Huan娱
·
05-09
$英伟达(NVDA)$
早说了!可以上车! 这波先看230-240
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21:23","market":"us","language":"zh","title":"海量财经丨亏了23亿!理想汽车Q1财报出炉 L9能成救命稻草吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2638669671","media":"海报新闻","summary":"5月28日下午,理想汽车公布了第一季度未经审计财务业绩。数据显示,尽管公司在本季度实现9.5万辆的交付量,但受产品换代周期及原材料价格波动影响,其营收、毛利率及净利润等核心财务指标同比及环比均出现明显下滑。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.LI&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.02015&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 5月28日下午,<span><a href=\"https://laohu8.com/S/LI\">理想汽车</a></span><span></span>公布了第一季度未经审计财务业绩。数据显示,尽管公司在本季度实现9.5万辆的交付量,但受产品换代周期及原材料价格波动影响,其营收、毛利率及净利润等核心财务指标同比及环比均出现明显下滑。</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D25279746456903728833_w692h370.jpg\"/></center><p><span href=\"http://quote.eastmoney.com/unify/r/105.LI\" target=\"_blank\" web=\"1\"><a href=\"https://laohu8.com/S/02015\">理想汽车</a></span>一季度主要财务业绩</p><p> <strong>规模效应未能抵消价格压力</strong></p><p> <strong>毛利与净利双双下降</strong></p><p> 一季度,<span href=\"http://quote.eastmoney.com/unify/r/105.LI\" target=\"_blank\" web=\"1\">理想汽车</span>的总收入为230亿元,较去年同期的259亿元下降11.4%,较上一季度的288亿元下降20.1%。下滑主要归因于季节性因素(春节假期)导致的交付量减少,以及产品组合变化带来的平均售价降低。</p><p> 在交付表现方面,本季度理想<span>汽车</span><span></span>共交付<span href=\"http://quote.eastmoney.com/unify/r/90.BK1211\" target=\"_blank\" web=\"1\">汽车</span>95142辆,较去年同期的92864辆增长2.5%,但相较于2025年第四季度的109194辆,交付量呈现环比下降趋势。值得一提的是,公司目前在全国160个城市拥有517家零售中心,并已投入运营4057座理想超充站。</p><p> 本季度最引人注目的是,理想<span href=\"http://quote.eastmoney.com/unify/r/90.BK1211\" target=\"_blank\" web=\"1\">汽车</span>盈利能力的下降。车辆毛利率从去年同期的19.8%下跌至6.1%,导致整体毛利率由20.5%降至7.9%。受此影响,公司毛利为18亿元,同比大幅减少66.0%。</p><p> 在净利润方面,理想汽车由盈转亏,一季度净亏损高达23亿元,而去年同期及上一季度均为盈利状态,分别为净利润6.47亿元和0.20亿元。</p><p> <strong>现金储备依然充裕</strong></p><p> <strong>经营性现金流大幅流出</strong></p><p> 财务状况方面,理想汽车的现金储备依然充裕,截至季度末现金达943亿元。不过,公司的现金流质量在本季度呈下降趋势,经营活动所用现金净额为61亿元,而去年同期仅消耗17亿元,上一季度则为流入35亿元。此外,自由现金流同样由正转负,达到负74亿元。</p><p> 在费用控制上,公司表现出一定的节流成效。营业费用同比下降4.8%至48亿元,其中销售、一般及管理费用下降19.0%至20亿元,主要得益于员工薪酬及市场推广费用的减少。研发费用则增加8.3%,为27亿元。</p><p> 面对业绩压力,理想汽车管理层将希望寄托于新产品的推出。公司董事长兼首席执行官李想表示,一季度组织与供应链优化已见成效,5 月中旬上市的全新一代理想L9,为占据旗舰SUV市场的标杆地位注入信心。期待在6月底推出全新理想L8,满足更广泛的市场需求。</p><p> 首席财务官李铁则表示,一季度的毛利率反映了原材料价格波动、产品换代周期等影响。随着交付回升带来的规模效应,以及更新产品组合获得市场认可,公司预计盈利能力将逐步改善。基于对长期增长的信心,公司正在执行10亿美元的股份回购计划。</p><p>(文章来源:海报新闻)</p> </div></body></html>","source":"stock_eastmoney","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>海量财经丨亏了23亿!理想汽车Q1财报出炉 L9能成救命稻草吗?</title>\n<style 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href=\"http://finance.eastmoney.com/a/202605283753026813.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":{"BK4555":"新能源车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","02015":"理想汽车-W","BK4551":"寇图资本持仓","BK4099":"汽车制造商","BK4588":"碎股","BK4526":"热门中概股","BK4548":"巴美列捷福持仓","BK4585":"ETF&股票定投概念","BK4563":"昨日强势股","LI":"理想汽车","BK4503":"景林资产持仓"},"source_url":"http://finance.eastmoney.com/a/202605283753026813.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2638669671","content_text":"5月28日下午,理想汽车公布了第一季度未经审计财务业绩。数据显示,尽管公司在本季度实现9.5万辆的交付量,但受产品换代周期及原材料价格波动影响,其营收、毛利率及净利润等核心财务指标同比及环比均出现明显下滑。 理想汽车一季度主要财务业绩 规模效应未能抵消价格压力 毛利与净利双双下降 一季度,理想汽车的总收入为230亿元,较去年同期的259亿元下降11.4%,较上一季度的288亿元下降20.1%。下滑主要归因于季节性因素(春节假期)导致的交付量减少,以及产品组合变化带来的平均售价降低。 在交付表现方面,本季度理想汽车共交付汽车95142辆,较去年同期的92864辆增长2.5%,但相较于2025年第四季度的109194辆,交付量呈现环比下降趋势。值得一提的是,公司目前在全国160个城市拥有517家零售中心,并已投入运营4057座理想超充站。 本季度最引人注目的是,理想汽车盈利能力的下降。车辆毛利率从去年同期的19.8%下跌至6.1%,导致整体毛利率由20.5%降至7.9%。受此影响,公司毛利为18亿元,同比大幅减少66.0%。 在净利润方面,理想汽车由盈转亏,一季度净亏损高达23亿元,而去年同期及上一季度均为盈利状态,分别为净利润6.47亿元和0.20亿元。 现金储备依然充裕 经营性现金流大幅流出 财务状况方面,理想汽车的现金储备依然充裕,截至季度末现金达943亿元。不过,公司的现金流质量在本季度呈下降趋势,经营活动所用现金净额为61亿元,而去年同期仅消耗17亿元,上一季度则为流入35亿元。此外,自由现金流同样由正转负,达到负74亿元。 在费用控制上,公司表现出一定的节流成效。营业费用同比下降4.8%至48亿元,其中销售、一般及管理费用下降19.0%至20亿元,主要得益于员工薪酬及市场推广费用的减少。研发费用则增加8.3%,为27亿元。 面对业绩压力,理想汽车管理层将希望寄托于新产品的推出。公司董事长兼首席执行官李想表示,一季度组织与供应链优化已见成效,5 月中旬上市的全新一代理想L9,为占据旗舰SUV市场的标杆地位注入信心。期待在6月底推出全新理想L8,满足更广泛的市场需求。 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