重庆小市民
05-21
这篇文章不错,转发给大家看看
@价值投资为王:
小鹏一季报超预期了吗?
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<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93397ac75c8dea3f40fd5047df11b4e2\" tg-width=\"1302\" tg-height=\"894\"></p>\n<p>强劲的走势还让人以为财报大超预期了,但看完一季报,还是让人心头一凉。</p>\n<p>具体来看,小鹏一季度营收65.5亿,同比增长62.5%:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4924dfd6bf1afef036db481a7fd3b2eb\" tg-width=\"1371\" tg-height=\"594\"></p>\n<p>看似高增的背后是去年同期销量过于拉胯,刚好处于业绩低点。</p>\n<p>而从销量上看,小鹏现在也只是恢复了平常,根据一季报指引,二季度销量在2.9-3.2万辆之间,平均下来,月销量不过1万左右,相比往年,只道是平常:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8dd98772930dacced7d31cd7d92a94bc\" tg-width=\"1374\" tg-height=\"649\"></p>\n<p>与分析师预期相比,营收和销量都略超预期,但考虑到一季度销量早就明牌,加上今年一月一日,小鹏发布了售价更高的X9车型,带动一季度单车收入达到25.4万,远超去年同期的19.3万,因此,收入端谈不上惊喜:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2bbef3634da5253449eb675fc254847f\" tg-width=\"1212\" tg-height=\"598\"></p>\n<p>最令人惊喜的可能是毛利率,一季度为12.9%,远超分析师预期的9.15%。</p>\n<p>但是,具体到造车毛利率上,一季度为5.5%,不及分析师预期的5.89%:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26d1076cade74c228c5b33ad8d4f63e6\" tg-width=\"1396\" tg-height=\"610\"></p>\n<p>整体毛利率大超预期的原因是小鹏和大众之间的合作,通过技术授权,小鹏其他收入大增,一季度达到10亿,同比大增93%。该业务的毛利率为53.9%,远超去年同期的29.6%。</p>\n<p>由此来看,小鹏一季度毛利率大超预期的可持续性存疑。</p>\n<p>总的来说,小鹏一季度在销量回升的情况下,收入和利润端都较同期有所改善,但从汽车毛利率和二季度销量指引来看,小鹏的销量依然疲软,考虑到小鹏不断推出新车型,月销1万的水平,对比历史,只能说是及格。</p>\n<p>从利润来看,一季度小鹏严格控制了销售和研发投入,如一季度销售及行政开支13.9亿,同比仅增长0.2%;研发开支13.5亿,同比仅增长4.2%。</p>\n<p>降本增效之下,小鹏一季度的经营亏损为16.5亿,较去年同期大幅减亏9.4亿。</p>\n<p>这或许算得上好消息,但销量如果一直停滞在月销1万的水平,仅靠降本增效可是无法盈利的。</p>\n<p>销量,还是销量,起不来,就摆脱不了股价低迷的局面! <a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> </p></body></html>","htmlText":"<html><head></head><body><p>刚刚,小鹏发布了一季报,盘前股价一度直线拉升,涨超10%: <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93397ac75c8dea3f40fd5047df11b4e2\" tg-width=\"1302\" tg-height=\"894\"></p>\n<p>强劲的走势还让人以为财报大超预期了,但看完一季报,还是让人心头一凉。</p>\n<p>具体来看,小鹏一季度营收65.5亿,同比增长62.5%:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4924dfd6bf1afef036db481a7fd3b2eb\" tg-width=\"1371\" tg-height=\"594\"></p>\n<p>看似高增的背后是去年同期销量过于拉胯,刚好处于业绩低点。</p>\n<p>而从销量上看,小鹏现在也只是恢复了平常,根据一季报指引,二季度销量在2.9-3.2万辆之间,平均下来,月销量不过1万左右,相比往年,只道是平常:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8dd98772930dacced7d31cd7d92a94bc\" tg-width=\"1374\" tg-height=\"649\"></p>\n<p>与分析师预期相比,营收和销量都略超预期,但考虑到一季度销量早就明牌,加上今年一月一日,小鹏发布了售价更高的X9车型,带动一季度单车收入达到25.4万,远超去年同期的19.3万,因此,收入端谈不上惊喜:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2bbef3634da5253449eb675fc254847f\" tg-width=\"1212\" tg-height=\"598\"></p>\n<p>最令人惊喜的可能是毛利率,一季度为12.9%,远超分析师预期的9.15%。</p>\n<p>但是,具体到造车毛利率上,一季度为5.5%,不及分析师预期的5.89%:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26d1076cade74c228c5b33ad8d4f63e6\" tg-width=\"1396\" tg-height=\"610\"></p>\n<p>整体毛利率大超预期的原因是小鹏和大众之间的合作,通过技术授权,小鹏其他收入大增,一季度达到10亿,同比大增93%。该业务的毛利率为53.9%,远超去年同期的29.6%。</p>\n<p>由此来看,小鹏一季度毛利率大超预期的可持续性存疑。</p>\n<p>总的来说,小鹏一季度在销量回升的情况下,收入和利润端都较同期有所改善,但从汽车毛利率和二季度销量指引来看,小鹏的销量依然疲软,考虑到小鹏不断推出新车型,月销1万的水平,对比历史,只能说是及格。</p>\n<p>从利润来看,一季度小鹏严格控制了销售和研发投入,如一季度销售及行政开支13.9亿,同比仅增长0.2%;研发开支13.5亿,同比仅增长4.2%。</p>\n<p>降本增效之下,小鹏一季度的经营亏损为16.5亿,较去年同期大幅减亏9.4亿。</p>\n<p>这或许算得上好消息,但销量如果一直停滞在月销1万的水平,仅靠降本增效可是无法盈利的。</p>\n<p>销量,还是销量,起不来,就摆脱不了股价低迷的局面! <a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> </p></body></html>","text":"刚刚,小鹏发布了一季报,盘前股价一度直线拉升,涨超10%: $小鹏汽车(XPEV)$ 强劲的走势还让人以为财报大超预期了,但看完一季报,还是让人心头一凉。 具体来看,小鹏一季度营收65.5亿,同比增长62.5%: 看似高增的背后是去年同期销量过于拉胯,刚好处于业绩低点。 而从销量上看,小鹏现在也只是恢复了平常,根据一季报指引,二季度销量在2.9-3.2万辆之间,平均下来,月销量不过1万左右,相比往年,只道是平常: 与分析师预期相比,营收和销量都略超预期,但考虑到一季度销量早就明牌,加上今年一月一日,小鹏发布了售价更高的X9车型,带动一季度单车收入达到25.4万,远超去年同期的19.3万,因此,收入端谈不上惊喜: 最令人惊喜的可能是毛利率,一季度为12.9%,远超分析师预期的9.15%。 但是,具体到造车毛利率上,一季度为5.5%,不及分析师预期的5.89%: 整体毛利率大超预期的原因是小鹏和大众之间的合作,通过技术授权,小鹏其他收入大增,一季度达到10亿,同比大增93%。该业务的毛利率为53.9%,远超去年同期的29.6%。 由此来看,小鹏一季度毛利率大超预期的可持续性存疑。 总的来说,小鹏一季度在销量回升的情况下,收入和利润端都较同期有所改善,但从汽车毛利率和二季度销量指引来看,小鹏的销量依然疲软,考虑到小鹏不断推出新车型,月销1万的水平,对比历史,只能说是及格。 从利润来看,一季度小鹏严格控制了销售和研发投入,如一季度销售及行政开支13.9亿,同比仅增长0.2%;研发开支13.5亿,同比仅增长4.2%。 降本增效之下,小鹏一季度的经营亏损为16.5亿,较去年同期大幅减亏9.4亿。 这或许算得上好消息,但销量如果一直停滞在月销1万的水平,仅靠降本增效可是无法盈利的。 销量,还是销量,起不来,就摆脱不了股价低迷的局面! 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