蔚来没有未来。一个企_老虎社区_美港股上老虎 - 老虎社区

蔚来没有未来。一个企业，还是要看哪个国家的。中国目前的综合国力还出不了苹果，特斯拉这样的超级牛企。

异动 | 蔚来盘前跌超5%，一季度指引逊于预期

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

心太乱
2022-03-25
心太乱
蔚来也没说要成苹果、特斯拉吧，蔚来走自己的路线咋就没有未来了？崇洋媚外的拉基人
- Johnsonk回复悟空888:
  我就说吧，不让别人说
- 悟空888回复Johnsonk:
  你别侮辱蔚来了，
- Johnsonk:
  蔚来就像国足，能力不咋地，还不让别人说
长兹特
2022-05-10
长兹特
如果按美国的定价卖福特、别克、丰田
蔚来销量能有1000算我输
剥削底层劳工赚美元，大头你懂的，小头用来恶意补贴
- pidan:
  中国目前出不了顶级企业，你看蔚来，发展思路都不清晰，还谈什么做大做强呢？比如蔚来的电池终生质保，有人质疑这种成本太高不利于蔚来发展，李斌的回答居然是没有多少车主是开超过六年的，而质保仅限首任车主。可见很多问题都没有想清楚。还有很多，比如换电站，补能车，等等。
哈哈81
2022-03-25
哈哈81
比没有强吧？

发表看法

7

5

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":637480442,"tweetId":"637480442","gmtCreate":1648197284986,"gmtModify":1648197284986,"author":{"id":3456778384996925,"authorId":3456778384996925,"authorIdStr":"3456778384996925","name":"pidan","avatar":"https://static.tigerbbs.com/5845a576813392171d500d873cce0aec","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":34,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>蔚来没有未来。一个企业，还是要看哪个国家的。中国目前的综合国力还出不了苹果，特斯拉这样的超级牛企。</p></body></html>","htmlText":"<html><head></head><body><p>蔚来没有未来。一个企业，还是要看哪个国家的。中国目前的综合国力还出不了苹果，特斯拉这样的超级牛企。</p></body></html>","text":"蔚来没有未来。一个企业，还是要看哪个国家的。中国目前的综合国力还出不了苹果，特斯拉这样的超级牛企。","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/637480442","repostId":1144519288,"repostType":2,"repost":{"id":"1144519288","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":1648195459,"share":"https://www.laohu8.com/m/news/1144519288?lang=&edition=full","pubTime":"2022-03-25 16:04","market":"other","language":"zh","title":"异动 | 蔚来盘前跌超5%，一季度指引逊于预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1144519288","media":"老虎资讯综合","summary":"3月25日，蔚来盘前跌超5%，四季度收入和交付量均高于预期，净亏损同比超预期扩大逾54%，去年全年净亏损收窄24%；今年一季度收入和交付量指引均低于预期。美东时间24日周四美股盘后，蔚来汽车公布：去年","content":"<html><head></head><body><p>3月25日，蔚来盘前跌超5%，四季度收入和交付量均高于预期，净亏损同比超预期扩大逾54%，去年全年净亏损收窄24%；今年一季度收入和交付量指引均低于预期。</p><p><img src=\"https://static.tigerbbs.com/fa1972652199abfbf4cad21a4f0ff197\" tg-width=\"532\" tg-height=\"466\" width=\"100%\" height=\"auto\"/>美东时间24日周四美股盘后，蔚来汽车公布：</p><ul><li>去年第四季度美股存托股票（ADS）每股亏损1.07元人民币，分析师预期亏损1.00元；当季净亏损21.434亿元，亏损同比扩大54.4%、环比三季度扩大156.6%，分析师预期15.1亿元。</li><li>四季度营收99.007亿元人民币，同比增长49.1%，分析师预期97.2亿元，其中汽车销售收入92.154亿元，同比增长49.3%，当季汽车销售毛利率20.9%，高于2020年同期的17.2%和去年三季度的18%。</li><li>四季度汽车交付2.5034万辆，同比增长44.3%，分析师预期交付2.4945万辆。</li><li>四季度研发支出18.285亿元，同比增长120.5%，环比增长53.3%，主要源于人力成本增加，以及新产品和技术的设计和研发的增量成本。</li><li>去年全年营收361.4亿元，同比增长122.3%，全年整车销售毛利率为20.1%，研发支出45.9亿元，同比增长84.6%；全年净亏损40.169亿元，同比收窄24.3%；截至年末，现金储备554亿元。</li></ul><p>业绩指引方面，蔚来公布，今年第一季度交付指引为2.5万到2.6万辆，同比增长24.6%至29.6%，低于分析师预期的交付量27,958辆。蔚来预计，一季度收入在96.3亿到99.9亿元人民币，分析师预期105亿元。</p><p>发布财报的同时，蔚来汽车CEO李斌总结，尽管面临各种挑战、尤其是供应链波动，蔚来去年的交付表现仍强劲增长，去年在产品和技术、电力和服务基础设施方面都有决定性的投资，还开始了全球市场扩张，在挪威推出并发售汽车。</p><p>李斌称，今年蔚来将再度加快增长，将基于新一代智能汽车平台NIO Technology Platform 2.0推出三款新车，今年3月28日将开始ET7出货，去年12月发布的ET5将从今年9月起交付，今年还计划在更多海外国家地区推出产品和服务。</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>异动 | 蔚来盘前跌超5%，一季度指引逊于预期</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\">\n异动 | 蔚来盘前跌超5%，一季度指引逊于预期\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\">2022-03-25 16:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月25日，蔚来盘前跌超5%，四季度收入和交付量均高于预期，净亏损同比超预期扩大逾54%，去年全年净亏损收窄24%；今年一季度收入和交付量指引均低于预期。</p><p><img src=\"https://static.tigerbbs.com/fa1972652199abfbf4cad21a4f0ff197\" tg-width=\"532\" tg-height=\"466\" width=\"100%\" height=\"auto\"/>美东时间24日周四美股盘后，蔚来汽车公布：</p><ul><li>去年第四季度美股存托股票（ADS）每股亏损1.07元人民币，分析师预期亏损1.00元；当季净亏损21.434亿元，亏损同比扩大54.4%、环比三季度扩大156.6%，分析师预期15.1亿元。</li><li>四季度营收99.007亿元人民币，同比增长49.1%，分析师预期97.2亿元，其中汽车销售收入92.154亿元，同比增长49.3%，当季汽车销售毛利率20.9%，高于2020年同期的17.2%和去年三季度的18%。</li><li>四季度汽车交付2.5034万辆，同比增长44.3%，分析师预期交付2.4945万辆。</li><li>四季度研发支出18.285亿元，同比增长120.5%，环比增长53.3%，主要源于人力成本增加，以及新产品和技术的设计和研发的增量成本。</li><li>去年全年营收361.4亿元，同比增长122.3%，全年整车销售毛利率为20.1%，研发支出45.9亿元，同比增长84.6%；全年净亏损40.169亿元，同比收窄24.3%；截至年末，现金储备554亿元。</li></ul><p>业绩指引方面，蔚来公布，今年第一季度交付指引为2.5万到2.6万辆，同比增长24.6%至29.6%，低于分析师预期的交付量27,958辆。蔚来预计，一季度收入在96.3亿到99.9亿元人民币，分析师预期105亿元。</p><p>发布财报的同时，蔚来汽车CEO李斌总结，尽管面临各种挑战、尤其是供应链波动，蔚来去年的交付表现仍强劲增长，去年在产品和技术、电力和服务基础设施方面都有决定性的投资，还开始了全球市场扩张，在挪威推出并发售汽车。</p><p>李斌称，今年蔚来将再度加快增长，将基于新一代智能汽车平台NIO Technology Platform 2.0推出三款新车，今年3月28日将开始ET7出货，去年12月发布的ET5将从今年9月起交付，今年还计划在更多海外国家地区推出产品和服务。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/608c0ca7f544a93854339353ff5e9ae1","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144519288","content_text":"3月25日，蔚来盘前跌超5%，四季度收入和交付量均高于预期，净亏损同比超预期扩大逾54%，去年全年净亏损收窄24%；今年一季度收入和交付量指引均低于预期。美东时间24日周四美股盘后，蔚来汽车公布：去年第四季度美股存托股票（ADS）每股亏损1.07元人民币，分析师预期亏损1.00元；当季净亏损21.434亿元，亏损同比扩大54.4%、环比三季度扩大156.6%，分析师预期15.1亿元。四季度营收99.007亿元人民币，同比增长49.1%，分析师预期97.2亿元，其中汽车销售收入92.154亿元，同比增长49.3%，当季汽车销售毛利率20.9%，高于2020年同期的17.2%和去年三季度的18%。四季度汽车交付2.5034万辆，同比增长44.3%，分析师预期交付2.4945万辆。四季度研发支出18.285亿元，同比增长120.5%，环比增长53.3%，主要源于人力成本增加，以及新产品和技术的设计和研发的增量成本。去年全年营收361.4亿元，同比增长122.3%，全年整车销售毛利率为20.1%，研发支出45.9亿元，同比增长84.6%；全年净亏损40.169亿元，同比收窄24.3%；截至年末，现金储备554亿元。业绩指引方面，蔚来公布，今年第一季度交付指引为2.5万到2.6万辆，同比增长24.6%至29.6%，低于分析师预期的交付量27,958辆。蔚来预计，一季度收入在96.3亿到99.9亿元人民币，分析师预期105亿元。发布财报的同时，蔚来汽车CEO李斌总结，尽管面临各种挑战、尤其是供应链波动，蔚来去年的交付表现仍强劲增长，去年在产品和技术、电力和服务基础设施方面都有决定性的投资，还开始了全球市场扩张，在挪威推出并发售汽车。李斌称，今年蔚来将再度加快增长，将基于新一代智能汽车平台NIO Technology Platform 2.0推出三款新车，今年3月28日将开始ET7出货，去年12月发布的ET5将从今年9月起交付，今年还计划在更多海外国家地区推出产品和服务。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2651,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NIO","TSLA","AAPL"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":93,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7315928,"gmtCreate":1648199527814,"gmtModify":1648199527814,"authorId":3462077538108273,"author":{"id":3462077538108273,"authorId":3462077538108273,"name":"心太乱","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":637480442,"type":1,"supId":0,"prevId":0,"content":"蔚来也没说要成苹果、特斯拉吧，蔚来走自己的路线咋就没有未来了？崇洋媚外的拉基人","text":"蔚来也没说要成苹果、特斯拉吧，蔚来走自己的路线咋就没有未来了？崇洋媚外的拉基人","html":"蔚来也没说要成苹果、特斯拉吧，蔚来走自己的路线咋就没有未来了？崇洋媚外的拉基人","likeSize":3,"commentSize":3,"subComments":[{"id":7316258,"gmtCreate":1648208146529,"gmtModify":1648208146529,"authorId":3563357612600728,"author":{"id":3563357612600728,"authorId":3563357612600728,"name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":127965840282720,"repliedAuthor":{"id":127965840282720,"authorId":127965840282720,"name":"悟空888","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":637480442,"type":1,"supId":7315928,"prevId":7316256,"content":"我就说吧，不让别人说","text":"我就说吧，不让别人说","html":"我就说吧，不让别人说"},{"id":7316256,"gmtCreate":1648208110349,"gmtModify":1648208110349,"authorId":127965840282720,"author":{"id":127965840282720,"authorId":127965840282720,"name":"悟空888","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3563357612600728,"repliedAuthor":{"id":3563357612600728,"authorId":3563357612600728,"name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":637480442,"type":1,"supId":7315928,"prevId":7316140,"content":"你别侮辱蔚来了，","text":"你别侮辱蔚来了，","html":"你别侮辱蔚来了，"},{"id":7316140,"gmtCreate":1648204099718,"gmtModify":1648204099718,"authorId":3563357612600728,"author":{"id":3563357612600728,"authorId":3563357612600728,"name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":637480442,"type":1,"supId":7315928,"prevId":0,"content":"蔚来就像国足，能力不咋地，还不让别人说","text":"蔚来就像国足，能力不咋地，还不让别人说","html":"蔚来就像国足，能力不咋地，还不让别人说"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7404656,"gmtCreate":1652171285083,"gmtModify":1652171345000,"authorId":3561788772736906,"author":{"id":3561788772736906,"authorId":3561788772736906,"name":"长兹特","avatar":"https://static.tigerbbs.com/18c1a6f671ba6be394f13b513b31a5fa","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":637480442,"type":1,"supId":0,"prevId":0,"content":"如果按美国的定价卖福特、别克、丰田<br>\n蔚来销量能有1000算我输<br>\n剥削底层劳工赚美元，大头你懂的，小头用来恶意补贴","text":"如果按美国的定价卖福特、别克、丰田<br>\n蔚来销量能有1000算我输<br>\n剥削底层劳工赚美元，大头你懂的，小头用来恶意补贴","html":"如果按美国的定价卖福特、别克、丰田<br>\n蔚来销量能有1000算我输<br>\n剥削底层劳工赚美元，大头你懂的，小头用来恶意补贴","likeSize":0,"commentSize":1,"subComments":[{"id":7433350,"gmtCreate":1653316837784,"gmtModify":1653316839712,"authorId":3456778384996925,"author":{"id":3456778384996925,"authorId":3456778384996925,"name":"pidan","avatar":"https://static.tigerbbs.com/5845a576813392171d500d873cce0aec","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":637480442,"type":1,"supId":7404656,"prevId":0,"content":"中国目前出不了顶级企业，你看蔚来，发展思路都不清晰，还谈什么做大做强呢？比如蔚来的电池终生质保，有人质疑这种成本太高不利于蔚来发展，李斌的回答居然是没有多少车主是开超过六年的，而质保仅限首任车主。可见很多问题都没有想清楚。还有很多，比如换电站，补能车，等等。","text":"中国目前出不了顶级企业，你看蔚来，发展思路都不清晰，还谈什么做大做强呢？比如蔚来的电池终生质保，有人质疑这种成本太高不利于蔚来发展，李斌的回答居然是没有多少车主是开超过六年的，而质保仅限首任车主。可见很多问题都没有想清楚。还有很多，比如换电站，补能车，等等。","html":"中国目前出不了顶级企业，你看蔚来，发展思路都不清晰，还谈什么做大做强呢？比如蔚来的电池终生质保，有人质疑这种成本太高不利于蔚来发展，李斌的回答居然是没有多少车主是开超过六年的，而质保仅限首任车主。可见很多问题都没有想清楚。还有很多，比如换电站，补能车，等等。"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7315930,"gmtCreate":1648199676799,"gmtModify":1648199676799,"authorId":3465556648866730,"author":{"id":3465556648866730,"authorId":3465556648866730,"name":"哈哈81","avatar":"https://static.tigerbbs.com/8d3fcd84b835a31fe1a76a36a87eae6f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":637480442,"type":1,"supId":0,"prevId":0,"content":"比没有强吧？","text":"比没有强吧？","html":"比没有强吧？","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/637480442"}