放在周四，估计好不了_老虎社区_美港股上老虎 - 老虎社区

放在周四，估计好不了

@小虎活动：【有奖竞猜】预测蔚来财报涨跌幅！

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target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> ，以及新晋TMD之一的<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 。</p> <p><img src=\"https://static.tigerbbs.com/037816fb834985476348c0ce6b668429\" tg-width=\"942\" tg-height=\"882\"></p> <p>小虎君一周一股大竞猜，本周和您关注行走在风口浪尖的<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 。</p> <p><img src=\"https://static.tigerbbs.com/7243c79acd421a5e71d68aefcd5502a3\" tg-width=\"2048\" tg-height=\"1365\"></p> <p><b>回顾上季度</b></p> <p>蔚来在<span>19Q4</span>交付了<span>8224</span>辆汽车，其中包括<span>6824</span>辆<span>ES6</span>以及<span>1400</span>辆<span>ES8</span>，给出了亮眼的交车报告。<span></span></p> <p>而当季财报会议上，公司预计<span>20Q1</span>将交付<span>3400</span>至<span>3600</span>辆汽车，比上一季度下降<span>50</span>％以上；预计营收将在<span>12.09</span>亿元人民币至<span>12.73</span>亿元人民币之间，约合<span>1.73</span>亿美元至<span>1.82</span>亿美元。即便最高指引也远没达到华尔街预期，分析师当时预计收入将达到<span>24.8</span>亿元人民币，是指引下限的两倍。引起股价之后大跌近<span>20%</span>。</p> 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ES6</span>和<span>36</span>辆<span>ES8</span>。<span>经过了2月仅交付707台的低谷，3月销量迅速回升，也让一季度的销量达到了3838辆，超出了蔚来此前交付3400-3600台的预期。</span></p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b40826ea5ddda82a3e2e5b9531fcd6a6\" tg-width=\"2000\" tg-height=\"1013\"><span>ES8（蓝色）和ES6（绿色）</span></p> <p>鉴于冠状病毒的流行已经损害了经济，并且全球大部分经济都处于关闭的边缘，因此分析师预期也将下调。</p> <p><b>展望本季度</b></p> <p>彭博预计公司营收<span>12.87</span>亿元，<span>EPS</span>为<span>-1.74</span>元。<img src=\"https://static.tigerbbs.com/407534b8fe354dddd3ea2ede1e38e1f5\" tg-width=\"1709\" tg-height=\"169\">疫情导致蔚来短期销量与业绩承压，管理层指引一季度营收约人民币<span>12.1</span>亿元<span>-12.7</span>亿元（对应销量约<span>3</span>，<span>400-3</span>，<span>600</span>辆），预计亏损环比收窄<span>35%</span>。看好二季度三季度行业基本面边际改善趋势、以及公司成本压缩空间，但其长期业务模式与改善趋势仍待观望，<span>1</span>）市场竞争加剧，<span>Model3</span>、以及<span>ModelY</span>国产车型或蚕食部分<span>ES8/ES6</span>、以及<span>EC6</span>市占率，导致公司盈利爬坡趋势仍待观望（管理层指引二季度毛利率转正，<span>2020</span>年底可达双位数毛利率）。<span>2</span>）公司仍需资金支持其运营与现金支出，预计全球经济回落风险或导致其持续融资难度相应增大。</p> <p><b>最后</b></p> <p>虎友们怎么看<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 一季度财报表现？<span>欢迎评论区留言说出你的观点。</span></p> <p><span style=\"color:rgba(255,130,0,1);\"><b>戳下方</b></span><span>参与投票竞猜↓↓，成功预测更有虎币奖励！</span></p></body></html>","text":"虎友们，周一好~ 经历上周中概财报大轰趴，新一周开始，中概明星股财报依然密集。最具市场热度首选应为：造车新势力$蔚来(NIO)$ ，以及新晋TMD之一的$美团点评-W(03690)$ 。 小虎君一周一股大竞猜，本周和您关注行走在风口浪尖的$蔚来(NIO)$ 。 回顾上季度 蔚来在19Q4交付了8224辆汽车，其中包括6824辆ES6以及1400辆ES8，给出了亮眼的交车报告。 而当季财报会议上，公司预计20Q1将交付3400至3600辆汽车，比上一季度下降50％以上；预计营收将在12.09亿元人民币至12.73亿元人民币之间，约合1.73亿美元至1.82亿美元。即便最高指引也远没达到华尔街预期，分析师当时预计收入将达到24.8亿元人民币，是指引下限的两倍。引起股价之后大跌近20%。 整个一季度受新型冠状病毒影响，2020年1月蔚来汽车交付量达1598台，同比下降11.5%。蔚来在2020年2月交付了707辆汽车，包括671辆 ES6和36辆ES8。经过了2月仅交付707台的低谷，3月销量迅速回升，也让一季度的销量达到了3838辆，超出了蔚来此前交付3400-3600台的预期。 ES8（蓝色）和ES6（绿色） 鉴于冠状病毒的流行已经损害了经济，并且全球大部分经济都处于关闭的边缘，因此分析师预期也将下调。 展望本季度 彭博预计公司营收12.87亿元，EPS为-1.74元。疫情导致蔚来短期销量与业绩承压，管理层指引一季度营收约人民币12.1亿元-12.7亿元（对应销量约3，400-3，600辆），预计亏损环比收窄35%。看好二季度三季度行业基本面边际改善趋势、以及公司成本压缩空间，但其长期业务模式与改善趋势仍待观望，1）市场竞争加剧，Model3、以及ModelY国产车型或蚕食部分ES8/ES6、以及EC6市占率，导致公司盈利爬坡趋势仍待观望（管理层指引二季度毛利率转正，2020年底可达双位数毛利率）。2）公司仍需资金支持其运营与现金支出，预计全球经济回落风险或导致其持续融资难度相应增大。 最后 虎友们怎么看$蔚来(NIO)$ 一季度财报表现？欢迎评论区留言说出你的观点。 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