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赛力斯(09927)
109.500
+3.600
+3.40%
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遗落的美好
·
01-06 14:23
$赛力斯(09927)$
从国内爆款到海外布局提速,赛力斯每一步都在夯实基础,现在股价涨不涨也不重要了
$赛力斯(09927)$从国内爆款到海外布局提速,赛力斯每一步都在夯实基础,现在股价涨不涨也不重要了
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尖沙咀财报
·
01-06 09:54
$赛力斯(09927)$
勇敢的买锅108,110就胜利了
$赛力斯(09927)$ 勇敢的买锅108,110就胜利了
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新能源Bot
·
01-06 17:09
🚗【新能源月榜】2025年12月新势力车企销量,预测1月销量!瓜分1000虎币 🧧
$零跑汽车(09863)$
销量60423辆,2025年全年交付596555辆鸿蒙智行销量:89611辆,其中
$赛力斯(09927)$
$赛力斯(601127)$
销量57778辆,2025年全年交付589107辆
$小米集团-W(01810)$
$小米集团ADR(XIACY)$
小米汽车销量超过50000辆
$蔚来(NIO)$
$蔚来-SW(09866)$
$蔚来(NIO.SI)$
公司销量48135辆,其中蔚来销量31897辆,乐道销量9154辆,萤火虫7084辆,2025年全年交付326028辆
$理想汽车(LI)$
$理想汽车-W(02015)$
销量44246辆,2025年全年交付
🚗【新能源月榜】2025年12月新势力车企销量,预测1月销量!瓜分1000虎币 🧧
# 新加坡投资圈
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迷鹿小仙女:
蔚来4万,理想4万,小鹏3万
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原伟光
·
01-05 19:58
$赛力斯(09927)$
政策催化落地:2026年以旧换新补贴延续,地方新能源指标加码,12月销量60,981辆,同比增长63.40%,首次突破6万辆大关,明天等着吃肉!
$赛力斯(09927)$ 政策催化落地:2026年以旧换新补贴延续,地方新能源指标加码,12月销量60,981辆,同比增长63.40%,首次突破6万辆大关...
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炎龙傲世w5
·
01-05 19:28
现金流拐点确认:三季报经营现金流转正,四季度交付创新高,预收款再增60亿元。资本开支高峰已过,自由现金流开始释放,估值溢价刚起步,增收+增利,估计利润也增加10%至少了,等机器人业务起来,继续干!
$赛力斯(09927)$
现金流拐点确认:三季报经营现金流转正,四季度交付创新高,预收款再增60亿元。资本开支高峰已过,自由现金流开始释放,估值溢价刚起步,增收+增利,估计利润也增...
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wqmeal39
·
01-05 19:05
$赛力斯(09927)$
26年问界大概能卖55-60万台,所有车型合计销量应该在65-70万之间,营业额在2400亿左右,利润130亿,2026出口目标5万辆。国内高端稳住基本盘,海外打开增量空间,销量弹性可看翻倍。
$赛力斯(09927)$26年问界大概能卖55-60万台,所有车型合计销量应该在65-70万之间,营业额在2400亿左右,利润130亿,2026出口目标5...
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露丝y7
·
01-05 18:45
$赛力斯(09927)$
问界M9单月交付破2万辆,50万+价格带站稳,公司公告毛利率稳超30%,单车净利逐季抬升。新能源车板块估值杀到历史低位,PEG<1的稀缺标的,右侧加仓。
$赛力斯(09927)$问界M9单月交付破2万辆,50万+价格带站稳,公司公告毛利率稳超30%,单车净利逐季抬升。新能源车板块估值杀到历史低位,PEG<1...
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定格一瞬间g9
·
01-05 18:22
$赛力斯(09927)$
12月销6.1万辆,赛力斯官方产销快报实打实的数据,首次站上单月6万台阶,产能爬坡验证完毕;全年47.2万辆在手,订单池排到2026年Q3。规模效应摊薄成本,单车盈利进入上行通道,目标价上调15%,坚定捂盘。
$赛力斯(09927)$ 12月销6.1万辆,赛力斯官方产销快报实打实的数据,首次站上单月6万台阶,产能爬坡验证完毕;全年47.2万辆在手,订单池排到20...
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量化大師公
·
01-05 18:01
赛力斯发布2025年12月产销快报
1月5日,赛力斯发布2025年12月产销快报。数据显示,赛力斯新能源汽车12月销量60,981辆,同比增长63.40%,首次突破6万辆大关;1-12月累计销量达472,269辆,同比增长10.63%。
$赛力斯(09927)$
$赛力斯(601127)$
赛力斯发布2025年12月产销快报
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买股票的闲人
·
01-05 16:03
$赛力斯(09927)$
累计交付近 97 万辆 + 多款车型细分市场第一,问界高端化已站稳脚跟,成长逻辑依然扎实
$赛力斯(09927)$ 累计交付近 97 万辆 + 多款车型细分市场第一,问界高端化已站稳脚跟,成长逻辑依然扎实
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半仓打天下
·
01-05 14:36
$赛力斯(09927)$
我就感觉赛力斯被错杀了,销量、业绩都还不错,只是最近行业扰动比较多
$赛力斯(09927)$我就感觉赛力斯被错杀了,销量、业绩都还不错,只是最近行业扰动比较多
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投行小師弟
·
01-05 11:28
问界M9获50万豪华车市场年度销量冠军
近日,鸿蒙智行官方发布消息称,问界M9在50万豪华车市场中取得年度销量冠军。该车型由赛力斯与**联合打造,自2023年12月26日上市以来,已迎来两周年。 根据赛力斯集团副总裁康波12月27日发布的宣传视频,问界M9上市至今累计交付量已超过26万辆,创下50万级车型交付新纪录。该车已在20个月内稳居同价位车型销售榜首。 在多项行业评选中,问界M9也获得认可。数据显示,该车连续两期位列新能源汽车全品类用户净推荐值第一,并连续四个月位居中国插电混动(含增程)车型保值率榜首。同时,在国产增程混动SUV品类中,其保值率也排名第一。 2025年3月20日,2025款问界M9正式上市,起售价为46.98万元。新车外观延续家族设计,配备**双百万像素智慧投影大灯,车身长宽高分别为5230mm、1999mm、1800mm,轴距为3110mm。 内饰方面,2025款问界M9升级了MagLink Mini后排控制屏,支持磁吸拆卸,并搭载智能激光投影巨幕系统2.0,配备32英寸车载投影幕与“车载悬浮窗”功能。配置上,新车配备四颗激光雷达,感知能力进一步强化,并搭载**ADS 3.3系统,支持车位到车位的智能驾驶。 动力方面提供两种选择:增程版采用新款增程器,纯电版采用前后双电机布局,前电机最大功率160kW,后电机最大功率230kW,续航里程可达630km。
$赛力斯(09927)$
$赛力斯(601127)$
问界M9获50万豪华车市场年度销量冠军
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美港探案
·
01-02
$赛力斯(09927)$
官方数据显示,问界单月交付了57778台同样创下历史新高,今年累计交付422916台,更是凭借将近40万元的均价,超越德系三兄弟,坐稳中国豪华汽车第一品牌。
$赛力斯(09927)$官方数据显示,问界单月交付了57778台同样创下历史新高,今年累计交付422916台,更是凭借将近40万元的均价,超越德系三兄弟,...
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Richer7
·
01-02
$赛力斯(09927)$
新能源就你在跌[黑眼圈]
$赛力斯(09927)$ 新能源就你在跌[黑眼圈]
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美港探案
·
01-02
$赛力斯(09927)$
今天稳住,等待120的带来,持股莫慌!
$赛力斯(09927)$今天稳住,等待120的带来,持股莫慌!
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Mier_Ma
·
01-02
鸿蒙杂牌汇把什么赛力斯 江淮等等公司的数据都拿过来了吧,真**啊
霸榜热搜!大爆发 来了
【导读】多家车企冲上微博科技热搜,超额完成年度目标成关键词2026年1月1日,微博科技热搜一度被车企霸榜,主要与车企交付量(销量)有关。车企月度竞争仍是“你追我赶”的态势。2025年12月,蔚来、小米等车企的交付量(销量)均创新高,而在此前多个月份是零跑等车企遥遥领先。
霸榜热搜!大爆发 来了
鸿蒙杂牌汇把什么赛力斯 江淮等等公司的数据都拿过来了吧,真**啊
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极速飙车侠
·
01-04 21:01
2026车市12大趋势前瞻:高增长退潮,技术与出海成破局关键 2026年中国汽车产业将迎来深刻变革,在“高销量、低增长”主基调下,12大趋势将重塑行业格局,成为资本市场关注的核心逻辑。 行业地位持续凸显,汽车产业占制造业营收与社会消费品零售总额均约10%,既是稳增长支柱,更是科技创新核心载体,智驾领域已形成国际先发优势。市场层面,国内销量有望突破2800万辆,但增量更多依赖海外,2026年出口或达800万辆,“全球南方”与欧洲市场双线发力。 技术迭代进入关键期:新能源保有量占比将升至15%,准固态电池装车落地,L2级辅助驾驶渗透率超70%并下探至10万级车型;智能化投入成行业共识,车载算力、车端模型持续突破。 竞争逻辑全面升级,跨国车企加速“在华研发、全球输出”转型,自主品牌占比已达65%;产业跨界融合加剧,汽车与机器人、低空经济共享供应链与AI底座。政策端将聚焦规范竞争、严守安全底线,同时深挖下沉市场消费潜力。 对企业而言,高科技、高盈利、高价值的“三高”模式与出海能力,将成为穿越行业周期的核心竞争力。
$赛力斯(09927)$
$上汽集团(600104)$
$小米集团-W(01810)$
2026车市12大趋势前瞻:高增长退潮,技术与出海成破局关键 2026年中国汽车产业将迎来深刻变革,在“高销量、低增长”主基调下,12大趋势将重塑行业格局...
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美港探案
·
2025-12-31
问界M9进中国国家博物馆,成为中国制造“十四五”成就展官方指定用车,与国产大飞机C919、复兴号动车组等“国之重器”并列展出,成为“十四五”期间中国制造的辉煌成果,这排面拉满,新能源汽车,整车进入展览的只有问界M9
$赛力斯(601127)$
$赛力斯(09927)$
问界M9进中国国家博物馆,成为中国制造“十四五”成就展官方指定用车,与国产大飞机C919、复兴号动车组等“国之重器”并列展出,成为“十四五”期间中国制造的...
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我是受力
·
2025-12-31
$赛力斯(09927)$
问界M9三年残值率78%,新车质量也优于新势力平均水平,品牌口碑慢慢做起来了,用户基础会越来越扎实
$赛力斯(09927)$ 问界M9三年残值率78%,新车质量也优于新势力平均水平,品牌口碑慢慢做起来了,用户基础会越来越扎实
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胡狼拜月
·
2025-12-31
$赛力斯(09927)$
注意到赛力斯超级工厂自动化率100%,单车制造成本在降,规模效应越来越明显,后面产能释放,后续毛利率还有提升空间
$赛力斯(09927)$注意到赛力斯超级工厂自动化率100%,单车制造成本在降,规模效应越来越明显,后面产能释放,后续毛利率还有提升空间
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公司概况
公司名称
赛力斯
所属市场
SEHK
成立日期
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员工人数
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办公地址
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公司网址
http://www.seres.cn
邮政编码
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公司概况
赛力斯集团股份有限公司是一家主要从事新能源汽车及核心三电等产品的研发、制造、销售及服务的中国公司。该公司的主要产品包括问界系列,产品涵盖新能源汽车和传统燃油车车型。该公司推动数字化用户体验以及维修服务,推出星夜服务、返程无忧等创新服务,构建线上线下全流程数字+人工智能(AI)服务体系。该公司的技术创新主要体现在智能增程电动、智能辅助驾驶和智能绿色制造等方面。该公司主要在中国国内和海外市场开展业务。
2025-10-27
股份发售
全球发售
全球发售
分时
5日
日
周
月
数据加载中...
最高
110.300
今开
106.500
量比
1.42
最低
106.300
昨收
105.900
换手率
1.15%
热议股票
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来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2600037364","media":"中国基金报","summary":"【导读】多家车企冲上微博科技热搜,超额完成年度目标成关键词2026年1月1日,微博科技热搜一度被车企霸榜,主要与车企交付量(销量)有关。车企月度竞争仍是“你追我赶”的态势。2025年12月,蔚来、小米等车企的交付量(销量)均创新高,而在此前多个月份是零跑等车企遥遥领先。","content":"<div>\n<p>【导读】多家车企冲上微博科技热搜,超额完成年度目标成关键词 2026年1月1日,微博科技热搜一度被车企霸榜,主要与车企交付量(销量)有关。 车企月度竞争仍是“你追我赶”的态势。2025年12月,蔚来、小米等车企的交付量(销量)均创新高,而在此前多个月份是零跑等车企遥遥领先。 多家车企人士向记者表示,基于年底车企冲刺销量的需求,以及2026年新能源汽车购置税减半等政策变化,大部分车企在2025...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202601023607530423.html\">网页链接</a>\n\n</div>\n","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>霸榜热搜!大爆发 来了</title>\n<style 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href=\"http://finance.eastmoney.com/a/202601023607530423.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":{"80175":"吉利汽车-R","81211":"比亚迪股份-R","81810":"小米集团-WR","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","BK1521":"挪威政府全球养老基金持仓","HK0000165453.HKD":"华夏精选大中华科技基金 A类港币","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU2580892862.HKD":"FRANKLIN SEALAND CHINA A-SHARES \"A\" (HKD) ACC","BK0264":"汽车制造","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) 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小米的月度交付量首次迈过5万辆大关,2025年12月的交付量超5万辆。对比2025年全年,月度交付量超5万辆的造车新势力,此前仅有零跑。 回顾2025年全年的交付情况,小米提前完成35万辆的2025年全年交付目标,又给出2025年全年交付40万辆的新交付目标。 乘联会数据显示,2025年前11个月,小米的交付量达36.16万辆。加上小米2025年12月超5万辆的交付量,2025年全年的交付量将超41万辆。 超额完成2025年全年交付目标的造车新势力,还有小鹏汽车。数据显示,小鹏汽车2025年全年的交付量达42.94万辆,同比增长126.02%。 虽然小鹏汽车未明确给出2025年全年交付目标,但是小鹏汽车董事长兼CEO何小鹏此前表示:“2025年,我们有信心实现交付量同比翻一番。” 小鹏汽车2024年全年的交付量为19万辆。以此估算,小鹏汽车2025年全年的交付目标是38万辆。 吉利汽车是传统车企中的“大赢家”,2025年全年的销量达302.46万辆,同比增长39%,超额完成2025年全年300万辆的销量目标。 吉利汽车执行董事桂生悦近日表示,吉利汽车在两年前提出的新能源转型战略,已经开始全面落地见效,特别是吉利银河的表现,验证了稳健战略的有效性。 2025年全年,吉利汽车的新能源汽车销量达168.78万辆,同比增长90%;其中吉利银河的销量达124万辆,超额完成“百万银河”的销量目标。2025年谁被赶超?比亚迪国内月度销量跌幅扩大 比亚迪、理想均是2024年的“大赢家”,分别拿下新能源汽车销冠、造车新势力销冠,但是在2025年未能持续惊艳市场。 产销快报显示,比亚迪2025年12月的销量达42.04万辆,同比下降18.34%,环比下降12.45%。 这意味着,比亚迪在2025年第四季度,连续三次未能突破月销50万辆的关口。2025年10月、11月,比亚迪的销量分别为44.17万辆、48.02万辆。 对比2024年全年,比亚迪自10月开始,连续三个月的月度销量均超50万辆,并且呈现持续上升态势。 比亚迪的销量主要来自国内和海外,其中海外销量持续创新高,2025年10月、11月、12月分别为8.39万辆、13.19万辆、13.32万辆。 也就是说,比亚迪月度销量不佳,主要是国内销量受挫所致。以2025年12月为例,比亚迪国内销量为28.72万辆,同比下降37.24%,环比下降17.52%。 比亚迪的国内月度销量,同比降幅持续加大。2025年10月、11月,比亚迪的国内月度销量同比分别下降24.11%、26.81%。 比亚迪正在被其他对手紧追。2025年全年,比亚迪的销量达460.24万辆,同比增长7.73%。目前,上汽集团未披露2025年全年销量,但2025年前11月的销量为410.81万辆。 比亚迪董事长王传福近日表示,2025年比亚迪国内市场销量下滑,核心原因包括技术领先的惊艳度下降,以及技术成果的差异化优势正在被行业的同质化竞争稀释。 视角转向理想,其2025年12月的交付量达4.42万辆,同比下降24.38%;2025年全年的交付量达40.63万辆,同比下降18.82%。 在造车新势力中,理想2024年全年交付量排名第一,但2025年全年交付量排名第四,落后于零跑、小鹏、小米。 部分车企人士分析称,理想此前受益于增程技术快速发展,但新能源汽车市场转向纯电技术后,理想向纯电技术路线转型的成效尚未显现。 理想自2025年下半年开始进行内部变革。理想董事长兼CEO李想表示,2026年,公司会继续以创业公司的管理模式,集中精力和资源做真正的价值创造,让汽车成为更懂用户需求、自动和主动为用户提供服务的智能伙伴。迎战2026年部分车企给出全年目标 目前,仅有吉利汽车、奇瑞集团等车企,给出了2026年全年销量目标。而在2025年初,车企集体喊出了2025年全年的销量目标。 以吉利汽车为例,其2026年全年的销量目标为345万辆,同比增长约14%;其中新能源汽车的销量目标为222万辆,同比增长约32%。 吉利汽车方面透露,公司将在“一个吉利”的战略协同下,开启新一轮高质量发展的征程,计划2026年推出约10款全新车型。 除了通过推出新车型提振销量,吉利汽车试图展现“双轮驱动”的优势。 桂生悦近日表示,吉利汽车坚持多动力形式布局,当前燃油车占比为40%左右,新能源政策退坡对燃油车构成利好。 自2026年1月1日起,中国新能源汽车的购置税开启减半征收模式,成为业内各方的热议话题。部分车企人士担心,新能源汽车将受到燃油车的猛烈反攻。 部分车企高管认为,从汽车市场发展的终局来看,新能源汽车是大势所趋,但短期承压在所难免,车企需要寻求更多方式来适应新常态。 蔚来试图展现其车电分离的换电车型优势。蔚来方面称,用户采取BaaS(电池即服务)电池租用方案购买蔚来旗下车型,可享受额外的购置税减免,依据产品价格,分别可节省1770元至9558元不等。 奔向海外是车企寻求增量的共同出路。2025年12月,比亚迪、奇瑞集团、吉利汽车等车企的海外销量均创新高,其中奇瑞集团的销量达14.44万辆,同比增长46.80%。 造车新势力方面,小鹏、理想在加大力度驶向海外市场。李想表示,2025年12月,理想L9、理想L7和理想L6三款主力车型,同步登陆埃及、哈萨克斯坦和阿塞拜疆市场,品牌开启横跨中亚、高加索地区及非洲的核心市场布局。(文章来源:中国基金报)","news_type":1,"symbols_score_info":{"80175":0.6,"81211":0.6,"81810":0.6,"XPEV":1.85,"MIUmain":0.6,"GELYY":1.89,"XIACY":0.6,"EVS.SI":0.6,"HYDD.SI":0.6,"01810":0.83,"NIO.SI":1.91,"HXXD.SI":0.6,"NIO":1.91,"BYDDY":1.92,"09868":1.85,"002594":1.92,"09866":1.91}},"shareLink":"https://laohu8.com/post/517363090998464","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":59,"displayRows":4,"foldSize":0,"authorId":"4143077530680670"}],"position":0},{"cardType":"TWEET","cardId":"TWEET.518374759223312","cardData":[{"tweetId":"518374759223312","author":{"authorId":"4177122177521552","idStr":"4177122177521552","name":"极速飙车侠","avatar":"https://static.tigerbbs.com/33e8eea3a975af5ffc0fac32b96ccc79","userType":1,"introduction":"","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":17,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"2026车市12大趋势前瞻:高增长退潮,技术与出海成破局关键 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