【6月销量出炉】“蔚小理”股价大涨，你有上车吗？ - 老虎社区

07:16

加油，继续努力吧！👍👍

03:20

最看好小鹏汽车，智驾，自动驾驶引领者

每天涨停板敢死队

07-02 20:39

$理想汽车(LI)$ $蔚来(NIO)$ $小鹏汽车(XPEV)$ 新能源三傻雷声大雨点小蔚小理三家合起来，连上汽都打不过，别说打比亚迪了。

价值投资为王

07-01 21:01

新能源汽车6月交付数据点评：超预期！

今日，各大新能源汽车公布了6月的销售数据，可谓是几家欢喜几家愁！先看蔚小理，其中，蔚来6月销量21209辆，同比增长98.1%，创历史最高记录！至此，二季度销量达到57373辆，超出一季报中给出的5.4-5.6万辆指引：理想汽车6月销量47774，同比增长46.7%，二季度销量108581辆，接近管理层给出的10.5-11万辆指引上限：小鹏6月销量10668辆，同比增长23.8%，二季度销量30207辆，接近一季报给出的2.9-3.2万辆指引下限：从6月销量来看，蔚来在没有重磅车型推出、仅靠降价促销之下，销量创记录，同时也超出管理层给出的指引，略超市场预期！理想汽车在MEGA失利后，遭遇小幅挫折，但凭借理想L6的成功，又将销量拉回历史高位！最差的还是小鹏，月销量仍停留在万级别，增速也远不及蔚来和理想，但目前的市销率估值却达到1.48倍，明显高于蔚来和理想的0.98倍：再来看比亚迪，6月销量341658辆，同比增长35%，再创历史记录！但值得注意的是，随着比亚迪基数越来越高，单月销量增速逐渐走低，而海外市场最近两月增速放缓，其中，6月销量26995辆，对比之前3万+的销量，明显下降：不知道是不是产能不足的原因？这点或对股价不利！另一个新能源明星股赛力斯，6月销量41457辆，同比暴增631%，创单月销量记录：从6月销量来看，理想交付量高于赛力斯，但目前的市值被后者反超！不同于蔚小理比亚迪，赛力斯的成功主要得益于华为的赋能，包括技术和品牌、销售渠道，市场一直担忧赛力斯的代工厂身份。如今，赛力斯市值超越理想，也不知道是A股投资者更慷慨，还是理想被低估了？刚刚在美股上市的极氪，6月销量为20106辆，同比增长89%，创历史最佳记录：不过从市值上看，极氪只有46.6亿美元，远低于小鹏的69亿美元！广汽埃安6月销量35027辆，同比下滑22

新能源汽车6月交付数据点评：超预期！

07-02 21:39

周五咋了

究极失眠患者

07-02 20:45

$理想汽车(LI)$ 这几天抓紧机会🈳出去，不要等周五晚上拍大腿

07-02 16:26

感觉都能活，能做到巨大成功的，我投蔚来。

07-02 15:27

【投票贴】$蔚来-SW(09866)$ 蔚小理，这三家谁会先倒闭？[冷漠]

07-02 14:33

在这里贴 2023年6月份的销量，这不是扯淡吗

07-02 09:46

蔚来不是两万辆吗，怎么到你这里一万辆

投资是种休行

07-02 09:11

中国的企业感觉没有前途。买电动车还是看特斯拉

07-02 06:53

很好继续努力吧！👍👍

07-02 05:28

已阅

07-01 19:59

六月新能源车销量新鲜出炉！“蔚小理”看好哪一家？

“蔚小理”6月交付同比大增！当前股价盘前齐涨，你更看好哪家表现？ $蔚来(NIO)$ $理想汽车(LI)$ $小鹏汽车(XPEV)$（评论区留下你的看法，一起瓜分虎币奖励！）

六月新能源车销量新鲜出炉！“蔚小理”看好哪一家？

07-02 00:04

嗨

07-01 22:42

三家都不看好

泥泞之后花开满地

07-01 20:25

干上7块，迎接乐道，话说高端纯电，又有换电，独一份

价值投资实践中

07-01 19:00

$蔚来(NIO)$ 这周能一鼓作气干上6块？

07-01 18:19

$蔚来(NIO)$ 别上头，这个销量对蔚来没有半点帮助，更不会扭转股价

楠哥发大财

07-01 20:12

理想

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