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Kevinlee
2023-06-07
$天齐锂业(09696)$
该涨了
Kevinlee
2023-06-01
$天齐锂业(09696)$
碳酸锂5月31号重回30万每吨,相信锂资源会继续上升,提振股价
Kevinlee
2022-12-13
很全面,极具参考性
@28cf51a5:理想汽车2022Q3财报解读&理想小鹏蔚来Q3数据对比
Kevinlee
2022-08-13
就这么造吗?汽车都还没有整好,多产品线会影响主打汽车产品的竞争力,不看好。应该采用与手机厂商合作的开放心态。
抱歉,原内容已删除
去老虎APP查看更多动态
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碳酸锂5月31号重回30万每吨,相信锂资源会继续上升,提振股价","images":[{"img":"https://static.tigerbbs.com/72cfb99e118fe0f9b45595eb8587d860","width":"1088","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182676574994600","isVote":1,"tweetType":1,"viewCount":1013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":629729162,"gmtCreate":1670862139557,"gmtModify":1670863892143,"author":{"id":"3547550248478329","authorId":"3547550248478329","name":"Kevinlee","avatar":"https://static.tigerbbs.com/d053a794fa9fee5415306e4deb6a1bef","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"很全面,极具参考性","listText":"很全面,极具参考性","text":"很全面,极具参考性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629729162","repostId":"629573150","repostType":1,"repost":{"id":629573150,"gmtCreate":1670671980571,"gmtModify":1670676567846,"author":{"id":"3524537899229625","authorId":"3524537899229625","name":"28cf51a5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"理想汽车2022Q3财报解读&理想小鹏蔚来Q3数据对比","htmlText":"1、销量: Q3销量26524台,同比增长5.6%,其中ONE销量16401台,L9销量10123台。同比增速较低,主要由于理想ONE停产换代导致。 10月+11月销量25086台,今年截至到11月份总销量112013台,同比增长46.6%。 Q4指引: 销量45000-48000台,意味着12月销量大约在20000-23000台之间。 收入165亿-176亿,同比增长55.4%-65.8%,全年收入在441-452亿之间,同比增长63%-67%。 2、基础设施: 截至11月30日,零售中心数276家,覆盖城市119个,相对7月底,零售中心增加17家,覆盖城市增加一个。今年增加70家,覆盖城市增加17个。去年管理层给出的目标是400家,今年实际完成量远低于目标数,应该是管理层根据实际情况主动放缓了开店速度。 3、财务数据:收入 Q3理想ONE换代停产,存货折扣出售,导致收入少了几个亿。在换代节点,收入维持在Q2的水平并有所增长,已属不错。 4、财务数据:毛利、毛利率 Q3车辆毛利10.83亿,毛利率12%,主要原因也是跟理想ONE停产换代,打折销售有关,由此产生了8亿左右的存货减值,抛开此方面影响,车辆毛利率大约在20.8%的水平。 Q3服务毛利同比大幅降低,主要是去年同期出售新能源积分带来服务毛利的大幅增加,本季度没有积分销售收入。 前三季度车辆毛利49.68亿,毛利率18.5%。 5、财务数据:费用 季度研发费用和销售费用,同比、环比均增加,均达到历史最高水平。研发费用增长主要由于新车型研发投入加大,销售费用主要由于员工增长和L9发布。 6、财务数据:利润 季度营业利润-21.3亿,利润率-22.8%。 前三季度营业利润-35.21亿,利润率-12.7%。 亏损大幅增长,主要由于研发和销售费用增加,以及理想ONE打折导致的存货减值所致。 7、财务数据:现金、","listText":"1、销量: Q3销量26524台,同比增长5.6%,其中ONE销量16401台,L9销量10123台。同比增速较低,主要由于理想ONE停产换代导致。 10月+11月销量25086台,今年截至到11月份总销量112013台,同比增长46.6%。 Q4指引: 销量45000-48000台,意味着12月销量大约在20000-23000台之间。 收入165亿-176亿,同比增长55.4%-65.8%,全年收入在441-452亿之间,同比增长63%-67%。 2、基础设施: 截至11月30日,零售中心数276家,覆盖城市119个,相对7月底,零售中心增加17家,覆盖城市增加一个。今年增加70家,覆盖城市增加17个。去年管理层给出的目标是400家,今年实际完成量远低于目标数,应该是管理层根据实际情况主动放缓了开店速度。 3、财务数据:收入 Q3理想ONE换代停产,存货折扣出售,导致收入少了几个亿。在换代节点,收入维持在Q2的水平并有所增长,已属不错。 4、财务数据:毛利、毛利率 Q3车辆毛利10.83亿,毛利率12%,主要原因也是跟理想ONE停产换代,打折销售有关,由此产生了8亿左右的存货减值,抛开此方面影响,车辆毛利率大约在20.8%的水平。 Q3服务毛利同比大幅降低,主要是去年同期出售新能源积分带来服务毛利的大幅增加,本季度没有积分销售收入。 前三季度车辆毛利49.68亿,毛利率18.5%。 5、财务数据:费用 季度研发费用和销售费用,同比、环比均增加,均达到历史最高水平。研发费用增长主要由于新车型研发投入加大,销售费用主要由于员工增长和L9发布。 6、财务数据:利润 季度营业利润-21.3亿,利润率-22.8%。 前三季度营业利润-35.21亿,利润率-12.7%。 亏损大幅增长,主要由于研发和销售费用增加,以及理想ONE打折导致的存货减值所致。 7、财务数据:现金、","text":"1、销量: Q3销量26524台,同比增长5.6%,其中ONE销量16401台,L9销量10123台。同比增速较低,主要由于理想ONE停产换代导致。 10月+11月销量25086台,今年截至到11月份总销量112013台,同比增长46.6%。 Q4指引: 销量45000-48000台,意味着12月销量大约在20000-23000台之间。 收入165亿-176亿,同比增长55.4%-65.8%,全年收入在441-452亿之间,同比增长63%-67%。 2、基础设施: 截至11月30日,零售中心数276家,覆盖城市119个,相对7月底,零售中心增加17家,覆盖城市增加一个。今年增加70家,覆盖城市增加17个。去年管理层给出的目标是400家,今年实际完成量远低于目标数,应该是管理层根据实际情况主动放缓了开店速度。 3、财务数据:收入 Q3理想ONE换代停产,存货折扣出售,导致收入少了几个亿。在换代节点,收入维持在Q2的水平并有所增长,已属不错。 4、财务数据:毛利、毛利率 Q3车辆毛利10.83亿,毛利率12%,主要原因也是跟理想ONE停产换代,打折销售有关,由此产生了8亿左右的存货减值,抛开此方面影响,车辆毛利率大约在20.8%的水平。 Q3服务毛利同比大幅降低,主要是去年同期出售新能源积分带来服务毛利的大幅增加,本季度没有积分销售收入。 前三季度车辆毛利49.68亿,毛利率18.5%。 5、财务数据:费用 季度研发费用和销售费用,同比、环比均增加,均达到历史最高水平。研发费用增长主要由于新车型研发投入加大,销售费用主要由于员工增长和L9发布。 6、财务数据:利润 季度营业利润-21.3亿,利润率-22.8%。 前三季度营业利润-35.21亿,利润率-12.7%。 亏损大幅增长,主要由于研发和销售费用增加,以及理想ONE打折导致的存货减值所致。 7、财务数据:现金、","images":[{"img":"https://static.tigerbbs.com/4168e2bea92523ed3a77bb98242e0413","width":"1128","height":"966"},{"img":"https://static.tigerbbs.com/c1a70e7fc907cac73e50c42235a43258","width":"988","height":"968"},{"img":"https://static.tigerbbs.com/057dcc9f81c567d137b1623e5a8fc335","width":"1288","height":"968"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629573150","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684245720,"gmtCreate":1660357280064,"gmtModify":1660357433019,"author":{"id":"3547550248478329","authorId":"3547550248478329","name":"Kevinlee","avatar":"https://static.tigerbbs.com/d053a794fa9fee5415306e4deb6a1bef","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"就这么造吗?汽车都还没有整好,多产品线会影响主打汽车产品的竞争力,不看好。应该采用与手机厂商合作的开放心态。","listText":"就这么造吗?汽车都还没有整好,多产品线会影响主打汽车产品的竞争力,不看好。应该采用与手机厂商合作的开放心态。","text":"就这么造吗?汽车都还没有整好,多产品线会影响主打汽车产品的竞争力,不看好。应该采用与手机厂商合作的开放心态。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/684245720","repostId":"2258211982","repostType":2,"isVote":1,"tweetType":1,"viewCount":1661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":684245720,"gmtCreate":1660357280064,"gmtModify":1660357433019,"author":{"id":"3547550248478329","authorId":"3547550248478329","name":"Kevinlee","avatar":"https://static.tigerbbs.com/d053a794fa9fee5415306e4deb6a1bef","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"就这么造吗?汽车都还没有整好,多产品线会影响主打汽车产品的竞争力,不看好。应该采用与手机厂商合作的开放心态。","listText":"就这么造吗?汽车都还没有整好,多产品线会影响主打汽车产品的竞争力,不看好。应该采用与手机厂商合作的开放心态。","text":"就这么造吗?汽车都还没有整好,多产品线会影响主打汽车产品的竞争力,不看好。应该采用与手机厂商合作的开放心态。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/684245720","repostId":"2258211982","repostType":2,"isVote":1,"tweetType":1,"viewCount":1661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184502912876632,"gmtCreate":1686069011474,"gmtModify":1686069128262,"author":{"id":"3547550248478329","authorId":"3547550248478329","name":"Kevinlee","avatar":"https://static.tigerbbs.com/d053a794fa9fee5415306e4deb6a1bef","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09696\">$天齐锂业(09696)$ </a>该涨了","listText":"<a href=\"https://laohu8.com/S/09696\">$天齐锂业(09696)$ </a>该涨了","text":"$天齐锂业(09696)$ 该涨了","images":[{"img":"https://static.tigerbbs.com/e09bae05866438ca62bd90478691a8e5","width":"1088","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184502912876632","isVote":1,"tweetType":1,"viewCount":943,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":182676574994600,"gmtCreate":1685628721608,"gmtModify":1685628967454,"author":{"id":"3547550248478329","authorId":"3547550248478329","name":"Kevinlee","avatar":"https://static.tigerbbs.com/d053a794fa9fee5415306e4deb6a1bef","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09696\">$天齐锂业(09696)$ </a>碳酸锂5月31号重回30万每吨,相信锂资源会继续上升,提振股价","listText":"<a 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碳酸锂5月31号重回30万每吨,相信锂资源会继续上升,提振股价","images":[{"img":"https://static.tigerbbs.com/72cfb99e118fe0f9b45595eb8587d860","width":"1088","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182676574994600","isVote":1,"tweetType":1,"viewCount":1013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":629729162,"gmtCreate":1670862139557,"gmtModify":1670863892143,"author":{"id":"3547550248478329","authorId":"3547550248478329","name":"Kevinlee","avatar":"https://static.tigerbbs.com/d053a794fa9fee5415306e4deb6a1bef","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"很全面,极具参考性","listText":"很全面,极具参考性","text":"很全面,极具参考性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629729162","repostId":"629573150","repostType":1,"repost":{"id":629573150,"gmtCreate":1670671980571,"gmtModify":1670676567846,"author":{"id":"3524537899229625","authorId":"3524537899229625","name":"28cf51a5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"理想汽车2022Q3财报解读&理想小鹏蔚来Q3数据对比","htmlText":"1、销量: Q3销量26524台,同比增长5.6%,其中ONE销量16401台,L9销量10123台。同比增速较低,主要由于理想ONE停产换代导致。 10月+11月销量25086台,今年截至到11月份总销量112013台,同比增长46.6%。 Q4指引: 销量45000-48000台,意味着12月销量大约在20000-23000台之间。 收入165亿-176亿,同比增长55.4%-65.8%,全年收入在441-452亿之间,同比增长63%-67%。 2、基础设施: 截至11月30日,零售中心数276家,覆盖城市119个,相对7月底,零售中心增加17家,覆盖城市增加一个。今年增加70家,覆盖城市增加17个。去年管理层给出的目标是400家,今年实际完成量远低于目标数,应该是管理层根据实际情况主动放缓了开店速度。 3、财务数据:收入 Q3理想ONE换代停产,存货折扣出售,导致收入少了几个亿。在换代节点,收入维持在Q2的水平并有所增长,已属不错。 4、财务数据:毛利、毛利率 Q3车辆毛利10.83亿,毛利率12%,主要原因也是跟理想ONE停产换代,打折销售有关,由此产生了8亿左右的存货减值,抛开此方面影响,车辆毛利率大约在20.8%的水平。 Q3服务毛利同比大幅降低,主要是去年同期出售新能源积分带来服务毛利的大幅增加,本季度没有积分销售收入。 前三季度车辆毛利49.68亿,毛利率18.5%。 5、财务数据:费用 季度研发费用和销售费用,同比、环比均增加,均达到历史最高水平。研发费用增长主要由于新车型研发投入加大,销售费用主要由于员工增长和L9发布。 6、财务数据:利润 季度营业利润-21.3亿,利润率-22.8%。 前三季度营业利润-35.21亿,利润率-12.7%。 亏损大幅增长,主要由于研发和销售费用增加,以及理想ONE打折导致的存货减值所致。 7、财务数据:现金、","listText":"1、销量: Q3销量26524台,同比增长5.6%,其中ONE销量16401台,L9销量10123台。同比增速较低,主要由于理想ONE停产换代导致。 10月+11月销量25086台,今年截至到11月份总销量112013台,同比增长46.6%。 Q4指引: 销量45000-48000台,意味着12月销量大约在20000-23000台之间。 收入165亿-176亿,同比增长55.4%-65.8%,全年收入在441-452亿之间,同比增长63%-67%。 2、基础设施: 截至11月30日,零售中心数276家,覆盖城市119个,相对7月底,零售中心增加17家,覆盖城市增加一个。今年增加70家,覆盖城市增加17个。去年管理层给出的目标是400家,今年实际完成量远低于目标数,应该是管理层根据实际情况主动放缓了开店速度。 3、财务数据:收入 Q3理想ONE换代停产,存货折扣出售,导致收入少了几个亿。在换代节点,收入维持在Q2的水平并有所增长,已属不错。 4、财务数据:毛利、毛利率 Q3车辆毛利10.83亿,毛利率12%,主要原因也是跟理想ONE停产换代,打折销售有关,由此产生了8亿左右的存货减值,抛开此方面影响,车辆毛利率大约在20.8%的水平。 Q3服务毛利同比大幅降低,主要是去年同期出售新能源积分带来服务毛利的大幅增加,本季度没有积分销售收入。 前三季度车辆毛利49.68亿,毛利率18.5%。 5、财务数据:费用 季度研发费用和销售费用,同比、环比均增加,均达到历史最高水平。研发费用增长主要由于新车型研发投入加大,销售费用主要由于员工增长和L9发布。 6、财务数据:利润 季度营业利润-21.3亿,利润率-22.8%。 前三季度营业利润-35.21亿,利润率-12.7%。 亏损大幅增长,主要由于研发和销售费用增加,以及理想ONE打折导致的存货减值所致。 7、财务数据:现金、","text":"1、销量: Q3销量26524台,同比增长5.6%,其中ONE销量16401台,L9销量10123台。同比增速较低,主要由于理想ONE停产换代导致。 10月+11月销量25086台,今年截至到11月份总销量112013台,同比增长46.6%。 Q4指引: 销量45000-48000台,意味着12月销量大约在20000-23000台之间。 收入165亿-176亿,同比增长55.4%-65.8%,全年收入在441-452亿之间,同比增长63%-67%。 2、基础设施: 截至11月30日,零售中心数276家,覆盖城市119个,相对7月底,零售中心增加17家,覆盖城市增加一个。今年增加70家,覆盖城市增加17个。去年管理层给出的目标是400家,今年实际完成量远低于目标数,应该是管理层根据实际情况主动放缓了开店速度。 3、财务数据:收入 Q3理想ONE换代停产,存货折扣出售,导致收入少了几个亿。在换代节点,收入维持在Q2的水平并有所增长,已属不错。 4、财务数据:毛利、毛利率 Q3车辆毛利10.83亿,毛利率12%,主要原因也是跟理想ONE停产换代,打折销售有关,由此产生了8亿左右的存货减值,抛开此方面影响,车辆毛利率大约在20.8%的水平。 Q3服务毛利同比大幅降低,主要是去年同期出售新能源积分带来服务毛利的大幅增加,本季度没有积分销售收入。 前三季度车辆毛利49.68亿,毛利率18.5%。 5、财务数据:费用 季度研发费用和销售费用,同比、环比均增加,均达到历史最高水平。研发费用增长主要由于新车型研发投入加大,销售费用主要由于员工增长和L9发布。 6、财务数据:利润 季度营业利润-21.3亿,利润率-22.8%。 前三季度营业利润-35.21亿,利润率-12.7%。 亏损大幅增长,主要由于研发和销售费用增加,以及理想ONE打折导致的存货减值所致。 7、财务数据:现金、","images":[{"img":"https://static.tigerbbs.com/4168e2bea92523ed3a77bb98242e0413","width":"1128","height":"966"},{"img":"https://static.tigerbbs.com/c1a70e7fc907cac73e50c42235a43258","width":"988","height":"968"},{"img":"https://static.tigerbbs.com/057dcc9f81c567d137b1623e5a8fc335","width":"1288","height":"968"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629573150","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}