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小牛电动(NIU)
盘后
4.20
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+0.24%
19:29 EDT
4.19
+0.16
+3.97%
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子璐
·
02-25
$小牛电动(NIU)$
国标之后,销量下滑,不应该涨吧
$小牛电动(NIU)$ 国标之后,销量下滑,不应该涨吧
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无语真无语
·
02-24
$小牛电动(NIU)$
智通财经APP讯,NIU HOLDINGS(08619)发布公告,本公司建议按非全数包销基准,按于记录日期每持有1股现有股份供2股供股股份的基准,以认购价每股供股股份0.107港元向合资格股东发行最多2.89亿股供股股份(假设已发行股份数目于记录日期或之前概无变动),借此筹集最多约3093.3万港元(扣除开支前)。
$小牛电动(NIU)$ 智通财经APP讯,NIU HOLDINGS(08619)发布公告,本公司建议按非全数包销基准,按于记录日期每持有1股现有股份供2股...
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无语真无语
·
01-20
$小牛电动(NIU)$
智通财经APP讯,NIU HOLDINGS(08619)发布公告,由于本公司与本公司核数师长青(香港)会计师事务所有限公司(长青)未能就截至2026年3月31日止财政年度的审计费用达成协议,因此,长青自2026年1月9日起辞任为本公司核数师。
$小牛电动(NIU)$ 智通财经APP讯,NIU HOLDINGS(08619)发布公告,由于本公司与本公司核数师长青(香港)会计师事务所有限公司(长青)...
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优必选
·
01-13
江苏省省长刘小涛一行到访UQI优奇,调研具身智能与大模型驱动的无人物流新范式
近日,江苏省省长刘小涛率队到访优必选智慧物流子公司UQI优奇,深入调研具身智能与无人物流融合创新进展。江苏省政府秘书长赵建军、江苏省工业和信息化厅厅长朱爱勋、无锡市委书记杜小刚及区相关负责人随行调研。 调研过程中,刘小涛省长一行重点听取了UQI优奇在具身智能、大模型技术与智能制造融合应用方面的整体布局与阶段性成果,并实地了解了UQI优奇围绕工业及物流垂直场景打造的机器人产品与全栈式无人物流解决方案。UQI优奇CEO李贝系统介绍了其在人形机器人、无人物流车、工业移动机器人等多元产品形态上的技术演进,他表示,随着工业与物流系统从“自动化”迈向“智能化”,基于人工智能的系统级协同能力正成为产业升级的关键,机器人正在从被动的“执行工具”进化为具备环境感知、任务理解与自主决策能力的“智能体”。 调研过程中,刘小涛省长一行重点听取了UQI优奇在具身智能、大模型技术与智能制造融合应用方面的整体布局与阶段性成果,并实地了解了UQI优奇围绕工业及物流垂直场景打造的机器人产品与全栈式无人物流解决方案。UQI优奇CEO李贝系统介绍了其在人形机器人、无人物流车、工业移动机器人等多元产品形态上的技术演进,他表示,随着工业与物流系统从“自动化”迈向“智能化”,基于人工智能的系统级协同能力正成为产业升级的关键,机器人正在从被动的“执行工具”进化为具备环境感知、任务理解与自主决策能力的“智能体”。 围绕这一趋势,UQI优奇持续推进以大模型为智能决策引擎、以移动机器人操作系统UPilot为统一调度与执行平台,并以全栈式无人物流解决方案为系统级落地形态的企业技术战略。通过将多模态大模型与UPilot深度融合,UQI优奇正逐步打通“感知—理解—决策—执行”的完整链路,使机器人能够在复杂多变的工业与物流环境中实现高效、柔性的协同作业,为企业构建具备长期演进能力的无人物流体系。 省领导充分肯定了UQI优奇在以AI加
江苏省省长刘小涛一行到访UQI优奇,调研具身智能与大模型驱动的无人物流新范式
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无语真无语
·
2025-12-30
$小牛电动(NIU)$
智通财经APP获悉,周一,纳斯达克金龙指数跌逾1%,热门中概股普跌,阿里巴巴(BABA.US)跌逾3%,小鹏汽车(XPEV.US)、理想汽车(LI.US)跌逾2%,小牛电动(NIU.US)跌2%,富途控股(FUTU.US)跌近2%。
$小牛电动(NIU)$ 智通财经APP获悉,周一,纳斯达克金龙指数跌逾1%,热门中概股普跌,阿里巴巴(BABA.US)跌逾3%,小鹏汽车(XPEV.US)...
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下海fallsea
·
01-08
爱玛1%的海外营收,撑得起一个国际事业部吗?
出品I下海fallsea 撰文I胡不知 2026年1月8日,北京的冬意正浓,资本市场的寒意却似乎比气温更低。针对近日疯传的“裁员超50%”、“国际事业部成重灾区”等消息,爱玛科技(603529.SH)终于打破沉默。面对投资者的质询,公司证券部给出的回应冷静而克制:“年底正常人事调整,减员仅零星几人,远非网上传言般夸张。” 然而,无风不起浪。在这场看似常规的“辟谣”背后,隐藏着中国电动两轮车行业老二爱玛科技深层次的焦虑与野心。作为一家早在十几年前便觊觎全球市场的“出海”先驱,爱玛的海外征途走得并不如预想中顺遂。尽管2025年前三季度营收突破210亿元、净利润大增22%的财报看似光鲜,但其海外业务营收占比长期在1%上下徘徊的尴尬,以及新孵化高端品牌“零际”面临的市场不确定性,正倒逼这家行业巨头进行一场甚至带有“断臂求生”色彩的组织架构大手术。 这不仅是一次简单的人员优化,更是爱玛科技在“后张剑时代”对过去十年盲目扩张的一次痛苦纠偏,是一场为了利润、为了效率而发起的精准“点穴”。 迷雾中的“裁员”罗生门 市场的恐慌并非空穴来风。 就在几天前,多条信源指向爱玛科技多个部门近期大幅优化人员,其中新孵化不足一年的高端品牌“零际”与国际事业部被传为“重灾区”,减员比例甚至被指超过50%。更有离职员工在社交媒体上抱怨,离职补偿仅为“N+1”甚至只有一个月工资,这在以往以高薪、高福利著称的爱玛内部引发了不小的震动。 虽然官方迅速以“零星减员”定调,但结合爱玛近期的一系列资本动作和组织变革,我们必须透过现象看本质:爱玛正在经历一场从“规模导向”向“利润导向”的剧烈转身。 所谓的“国际事业部调整”,实则是对过去数年海外业务“高投入、低产出”现状的一次集中清算。爱玛科技的海外布局最早可追溯至2010年前后,但在很长一段时间里,海外业务更像是一个“形象工程”或“库存缓冲区”。直到2021年,爱玛才正
爱玛1%的海外营收,撑得起一个国际事业部吗?
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阿尔法工场
·
2025-12-05
涨价、限速、可带娃,3.8亿骑行大军“安保升级”
导语:3.8亿辆电动自行车的车主们,正在经历一波“升级赛”。 国内3.8亿辆电动自行车的车主们,正在经历一波新老更替,“旧车”正在被淘汰,或在不久的将来逐步淘汰,而“新车”将逐步覆盖在日常出行的街道上。 12月1日,电动自行车新国标在销售环节正式落地实施,所有销售门店销售新国标电动自行车,旧国标电动车不再销售。 但新旧交替之际,不少经销商却出现无车可卖的“空窗期”;此外,不少用户声称,新国标电动自行车在车主的存储需求、陡坡行驶、带娃出行等需求上,功能不如旧国标电动自行车,甚至有经销商或个人采取个别手段继续销售旧国标电动自行车。 从消费者到经销商再到生产电动自行车的上市公司,在这段“候车区”中该作何选择? 01 经销商“空店”待客,二手车能买吗? 12月4日,北京某小牛电动(北京旗舰店)内,几个师傅在给一辆电动自行车安装测试,除此之外,这个面积约100平米的旗舰店,一辆在售的新车都没有。 “没有车卖了,您再等几天过来才有新车,但是只有一款车,售价4200元,续航70~80KM。”店内销售人员对前来购车的客户表示,电动两轮车新国标落地生效,原来的旧国标车都不卖了。 店外一位刚刚提车的客户表示,自己这辆旧国标的车是半年前下单的,续航里程在80公里左右,限速25KM/小时,如果想解速也可以,电池也可以换大功率的。 另据北京某爱玛电动车经销店销售人员称,目前旧国标电动车已经没有了,新国标电动车还没到货,要等下周(12月8日周一)才能看到车,预计配件是和旧国标一致的,但具体配置比如是否带车筐、座椅材质等,要等到货后才能确认,目前最低价格是2000元起步,而之前出售的电动车最低价格不到1500元。 “我们只卖电动自行车,电动摩托车没有的。”上述爱玛电动车经销店销售人员表示。 紧邻的雅迪电动车销售人员则告诉消费者,新国标电动自行车最低价格2499元,续航40~50公里,但新车也要再等几天才
涨价、限速、可带娃,3.8亿骑行大军“安保升级”
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囤票
·
2025-11-17
$小牛电动(NIU)$
单3季度赚了8000万,没涨到位呀,市场不愿意给价格,还是没人在乎这个股
$小牛电动(NIU)$ 单3季度赚了8000万,没涨到位呀,市场不愿意给价格,还是没人在乎这个股
精彩
丐版巴菲特:
对应pe20左右,说高不高,说便宜也不便宜,跟着美股大盘趋势而已,电动车也没啥技术门槛,国内竞争很大,得再看几个季度业绩能否持续
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交易幽灵
·
2025-11-18
$小牛电动(NIU)$
12月1日之后电动车新规。销量都会很惨淡
$小牛电动(NIU)$ 12月1日之后电动车新规。销量都会很惨淡
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新识研究所
·
2025-11-18
小牛电动2025Q3业绩良好但四季度指引平淡,股价走出“天地板”,当日股价回落超21%
小牛电动三季度营收增净利扭亏但四季度指引平淡,当日股价从上涨超14%到收盘跌近7% 据雷递网报道,11月17日晚间,全球智能两轮电动车领导品牌小牛电动(NASDAQ:NIU)发布2025年第三季度未经审计财报。报告期内,公司业绩实现“营收高增、盈利转正、规模扩容”等三项突破,表现亮眼。实现营收16.939亿元人民币,同比大幅增长65.4%,净利润达8170万元,较2024年同期净亏损4090万元的状态下实现里程碑式扭亏为盈。 (近年营收趋势图,图源:雷递网) 第三季度作为行业传统销售旺季,销量增长成为业绩提升的关键引擎。财报显示,小牛电动Q3整车总销量达46.59万辆,同比增长49.1%,其中中国市场表现尤为亮眼,销量达45.15万辆,同比激增74.2%,贡献了超96%的总销量。 小牛电动CEO李彦表示,国内市场的强劲增长得益于公司极具竞争力的产品矩阵与持续扩大的渠道网络。截至2025年9月末,公司国内特许经营店数量已达4542家,渠道覆盖深度与广度持续提升。值得一提的是,2025年前三季度公司累计销量达101.93万辆,已超越2024年全年总和,市场扩张与品牌影响力实现质的飞跃。 国际市场方面,本季度销量为1.44万辆,同比下降73.0%,主要受海外市场竞争格局变化与渠道调整影响。目前公司仍通过57家经销商覆盖全球53个国家和地区,全球化布局基础保持稳固。 财报显示,小牛电动预计2025年第四季度的营业收入在7.37亿元至9.01亿元之间,对应同比增长-10%至10%。面对前两个季度高增长的营收,小牛电动对于四季度的营收预期增长增速似乎略显平淡。 值得注意的是,小牛电动发布财报当天,股价走出了“天地板”,开盘一度高涨超14%,而收盘回落至跌将近7%。
小牛电动2025Q3业绩良好但四季度指引平淡,股价走出“天地板”,当日股价回落超21%
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公司概况
公司名称
小牛电动
所属市场
NASDAQ
成立日期
- -
员工人数
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办公地址
- -
公司网址
http://www.niu.com
邮政编码
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联系电话
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联系传真
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公司概况
小牛电动有限公司是2014年9月根据开曼群岛法律注册成立的豁免公司。公司目前设计、制造和销售高性能电动自行车和摩托车。该公司的产品组合精简为7个系列,其中包括4个作为主要产品并贡献了大部分销售额的电动滑板车系列,2个城市通勤电动摩托车系列,1个性能自行车系列。公司采用全渠道零售模式,将线下和线上渠道相结合,销售产品和提供服务。
01-12
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
01-12
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2025-04-18
年度报告
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
2025-03-17
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2024-04-24
员工持股计划
Form S-8 - Securities to be offered to employees in employee benefit plans
Form S-8 - Securities to be offered to employees in employee benefit plans
2024-04-24
年度报告
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
2024-03-18
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2023-12-08
超过5%披露
Form SC 13D - General statement of acquisition of beneficial ownership
Form SC 13D - General statement of acquisition of beneficial ownership
2023-08-08
SEC问询函
Form CORRESP - Correspondence
Form CORRESP - Correspondence
2023-08-08
[修订]年度报告
Form 20-F/A - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]: [Amend]
Form 20-F/A - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]: [Amend]
2023-07-22
SEC问询函
Form CORRESP - Correspondence
Form CORRESP - Correspondence
2023-07-10
SEC问询函
Form CORRESP - Correspondence
Form CORRESP - Correspondence
2023-04-21
年度报告
20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
2023-02-10
超过5%披露
SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals
SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals
2023-02-09
超过5%披露
SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals
SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals
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日
周
月
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最高
4.26
今开
4.02
量比
1.38
最低
3.97
昨收
4.03
换手率
1.70%
热议股票
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据雷递网报道,11月17日晚间,全球智能两轮电动车领导品牌小牛电动(NASDAQ:NIU)发布2025年第三季度未经审计财报。报告期内,公司业绩实现“营收高增、盈利转正、规模扩容”等三项突破,表现亮眼。实现营收16.939亿元人民币,同比大幅增长65.4%,净利润达8170万元,较2024年同期净亏损4090万元的状态下实现里程碑式扭亏为盈。 (近年营收趋势图,图源:雷递网) 第三季度作为行业传统销售旺季,销量增长成为业绩提升的关键引擎。财报显示,小牛电动Q3整车总销量达46.59万辆,同比增长49.1%,其中中国市场表现尤为亮眼,销量达45.15万辆,同比激增74.2%,贡献了超96%的总销量。 小牛电动CEO李彦表示,国内市场的强劲增长得益于公司极具竞争力的产品矩阵与持续扩大的渠道网络。截至2025年9月末,公司国内特许经营店数量已达4542家,渠道覆盖深度与广度持续提升。值得一提的是,2025年前三季度公司累计销量达101.93万辆,已超越2024年全年总和,市场扩张与品牌影响力实现质的飞跃。 国际市场方面,本季度销量为1.44万辆,同比下降73.0%,主要受海外市场竞争格局变化与渠道调整影响。目前公司仍通过57家经销商覆盖全球53个国家和地区,全球化布局基础保持稳固。 财报显示,小牛电动预计2025年第四季度的营业收入在7.37亿元至9.01亿元之间,对应同比增长-10%至10%。面对前两个季度高增长的营收,小牛电动对于四季度的营收预期增长增速似乎略显平淡。 值得注意的是,小牛电动发布财报当天,股价走出了“天地板”,开盘一度高涨超14%,而收盘回落至跌将近7%。 ","plainDigest":"小牛电动三季度营收增净利扭亏但四季度指引平淡,当日股价从上涨超14%到收盘跌近7% 据雷递网报道,11月17日晚间,全球智能两轮电动车领导品牌小牛电动(NASDAQ:NIU)发布2025年第三季度未经审计财报。报告期内,公司业绩实现“营收高增、盈利转正、规模扩容”等三项突破,表现亮眼。实现营收16.939亿元人民币,同比大幅增长65.4%,净利润达8170万元,较2024年同期净亏损4090万元的状态下实现里程碑式扭亏为盈。 (近年营收趋势图,图源:雷递网) 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