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剑胆琴心888
10-07
$新华保险(01336)$
怎么回事?
剑胆琴心888
09-30
$TIGR 20241018 5.0 PUT$
继续加油
剑胆琴心888
08-16
$英伟达(NVDA)$
一个字空
剑胆琴心888
05-24
$拼多多(PDD)$
不看好
剑胆琴心888
04-10
$小鹏汽车(XPEV)$
不看好
剑胆琴心888
04-02
$高途(GOTU)$
不看好
剑胆琴心888
03-01
$小鹏汽车(XPEV)$
空了
剑胆琴心888
02-27
$理想汽车(LI)$
跑了,空上
剑胆琴心888
02-26
呵呵,中国有💰的人还真是有点多[财迷]
理想汽车2023年Q4营收417.3亿元,全年净利润达118.1亿元
剑胆琴心888
02-16
$小鹏汽车-W(09868)$
支持
剑胆琴心888
02-12
$高途(GOTU)$
空早了?
剑胆琴心888
02-08
$高途(GOTU)$
.还是空吧
剑胆琴心888
2023-12-28
$理想汽车-W(02015)$
看空好
剑胆琴心888
2023-12-22
我不看好
遭阿里减持27亿港元,小鹏汽车还有弯道超车的机会吗?
剑胆琴心888
2023-09-28
$蔚来(NIO)$
满大街蔚来,不错
剑胆琴心888
2023-09-01
$拼多多(PDD)$
不看好
剑胆琴心888
2023-08-21
$小鹏汽车(XPEV)$
继续空
剑胆琴心888
2023-08-21
大行要出货了?
大行评级|高盛:上调小鹏汽车目标价至74港元 维持“买入”评级
剑胆琴心888
2023-08-18
$小鹏汽车(XPEV)$
再空一下
剑胆琴心888
2023-08-01
$理想汽车(LI)$
己经空好
去老虎APP查看更多动态
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跑了,空上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278516672929800","isVote":1,"tweetType":1,"viewCount":1468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278194487021848,"gmtCreate":1708944797536,"gmtModify":1708944799151,"author":{"id":"3556601882027231","authorId":"3556601882027231","name":"剑胆琴心888","avatar":"https://static.tigerbbs.com/1796959ed83dac8c5a1178c1f8ecd16f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556601882027231","authorIdStr":"3556601882027231"},"themes":[],"htmlText":"呵呵,中国有💰的人还真是有点多[财迷] ","listText":"呵呵,中国有💰的人还真是有点多[财迷] ","text":"呵呵,中国有💰的人还真是有点多[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278194487021848","repostId":"1117994099","repostType":2,"repost":{"id":"1117994099","kind":"news","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":1708936365,"share":"https://www.laohu8.com/m/news/1117994099?lang=&edition=full","pubTime":"2024-02-26 16:32","market":"hk","language":"zh","title":"理想汽车2023年Q4营收417.3亿元,全年净利润达118.1亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1117994099","media":"老虎资讯综合","summary":"2023年全年交付量同比增长182.2%,达到376,030辆。","content":"<html><head></head><body><p>理想汽车2023年第四季度营收417.3亿元人民币,上年同期176.5亿元,市场预期397.96亿元。</p><p>第四季度净利润57.5亿元,预期26.42亿元,前值2.57亿元。</p><p>第四季度归属股东的调整后净利润44.9亿元。</p><p>第四季度的车辆销售收入为人民币403.8亿元(56.9亿美元),环比增加133.8%,同比增加20.1%。</p><p>第四季度汽车毛利率为22.7%,上年同期为20.0%,2023年第三季度为21.2%。</p><p>2023年全年交付量同比增长182.2%,达到376,030辆,成为中国市场30万元以上新能源汽车的销量冠军。</p><p>2023年全年营收总额为1238.5亿元,较2022年的452.9亿元增加了173.5%;2023年全年净利润达到118.1亿元,而2022年为净亏损20.3亿元。</p><p><strong>一季度预期</strong></p><p>预计2024年第一季度收入总额为人民币312.5亿元(44.0亿美元)至人民币321.9亿元(45.3亿美元),较2023年第一季度增长66.3%至71.3%。</p><p>预计2024年第一季度车辆交付量为100,000至103,000辆,较2023年第一季度增长90.2%至95.9%。</p><p><strong>高管解读</strong></p><p>理想汽车董事长兼首席执行官李想表示,在新能源汽车市场竞争激烈的2023年,理想汽车凭藉理想L系列的三款车型取得了优异成绩,<strong>全年交付量同比增长182.2%,达到376,030辆,成为中国市场30万元以上新能源汽车的销量冠军。</strong>12月,我们向理想L系列用户推送了OTA5.0车机软件,通过智能驾驶和智能空间功能的全面提升,为家庭用户带来了更加卓越的用车体验。规模的显着增长、研发的不断深入,以及经营效率的持续提升推动我们在2023年实现了历史最佳财务表现,也为理想汽车步入产品矩阵更加丰富、市场需求更加多元的2024年奠定了坚实的基础。</p></body></html>","collect":0,"html":"<!DOCTYPE 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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理想汽车2023年Q4营收417.3亿元,全年净利润达118.1亿元\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\">2024-02-26 16:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>理想汽车2023年第四季度营收417.3亿元人民币,上年同期176.5亿元,市场预期397.96亿元。</p><p>第四季度净利润57.5亿元,预期26.42亿元,前值2.57亿元。</p><p>第四季度归属股东的调整后净利润44.9亿元。</p><p>第四季度的车辆销售收入为人民币403.8亿元(56.9亿美元),环比增加133.8%,同比增加20.1%。</p><p>第四季度汽车毛利率为22.7%,上年同期为20.0%,2023年第三季度为21.2%。</p><p>2023年全年交付量同比增长182.2%,达到376,030辆,成为中国市场30万元以上新能源汽车的销量冠军。</p><p>2023年全年营收总额为1238.5亿元,较2022年的452.9亿元增加了173.5%;2023年全年净利润达到118.1亿元,而2022年为净亏损20.3亿元。</p><p><strong>一季度预期</strong></p><p>预计2024年第一季度收入总额为人民币312.5亿元(44.0亿美元)至人民币321.9亿元(45.3亿美元),较2023年第一季度增长66.3%至71.3%。</p><p>预计2024年第一季度车辆交付量为100,000至103,000辆,较2023年第一季度增长90.2%至95.9%。</p><p><strong>高管解读</strong></p><p>理想汽车董事长兼首席执行官李想表示,在新能源汽车市场竞争激烈的2023年,理想汽车凭藉理想L系列的三款车型取得了优异成绩,<strong>全年交付量同比增长182.2%,达到376,030辆,成为中国市场30万元以上新能源汽车的销量冠军。</strong>12月,我们向理想L系列用户推送了OTA5.0车机软件,通过智能驾驶和智能空间功能的全面提升,为家庭用户带来了更加卓越的用车体验。规模的显着增长、研发的不断深入,以及经营效率的持续提升推动我们在2023年实现了历史最佳财务表现,也为理想汽车步入产品矩阵更加丰富、市场需求更加多元的2024年奠定了坚实的基础。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2cd608dea059f96a8bee52aea078452e","relate_stocks":{"02015":"理想汽车-W","LI":"理想汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117994099","content_text":"理想汽车2023年第四季度营收417.3亿元人民币,上年同期176.5亿元,市场预期397.96亿元。第四季度净利润57.5亿元,预期26.42亿元,前值2.57亿元。第四季度归属股东的调整后净利润44.9亿元。第四季度的车辆销售收入为人民币403.8亿元(56.9亿美元),环比增加133.8%,同比增加20.1%。第四季度汽车毛利率为22.7%,上年同期为20.0%,2023年第三季度为21.2%。2023年全年交付量同比增长182.2%,达到376,030辆,成为中国市场30万元以上新能源汽车的销量冠军。2023年全年营收总额为1238.5亿元,较2022年的452.9亿元增加了173.5%;2023年全年净利润达到118.1亿元,而2022年为净亏损20.3亿元。一季度预期预计2024年第一季度收入总额为人民币312.5亿元(44.0亿美元)至人民币321.9亿元(45.3亿美元),较2023年第一季度增长66.3%至71.3%。预计2024年第一季度车辆交付量为100,000至103,000辆,较2023年第一季度增长90.2%至95.9%。高管解读理想汽车董事长兼首席执行官李想表示,在新能源汽车市场竞争激烈的2023年,理想汽车凭藉理想L系列的三款车型取得了优异成绩,全年交付量同比增长182.2%,达到376,030辆,成为中国市场30万元以上新能源汽车的销量冠军。12月,我们向理想L系列用户推送了OTA5.0车机软件,通过智能驾驶和智能空间功能的全面提升,为家庭用户带来了更加卓越的用车体验。规模的显着增长、研发的不断深入,以及经营效率的持续提升推动我们在2023年实现了历史最佳财务表现,也为理想汽车步入产品矩阵更加丰富、市场需求更加多元的2024年奠定了坚实的基础。","news_type":1},"isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":274488712396928,"gmtCreate":1708051661393,"gmtModify":1708051662211,"author":{"id":"3556601882027231","authorId":"3556601882027231","name":"剑胆琴心888","avatar":"https://static.tigerbbs.com/1796959ed83dac8c5a1178c1f8ecd16f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556601882027231","authorIdStr":"3556601882027231"},"themes":[],"htmlText":"<a 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.还是空吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271759284027488","isVote":1,"tweetType":1,"viewCount":1653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256883032719672,"gmtCreate":1703749082674,"gmtModify":1703749083742,"author":{"id":"3556601882027231","authorId":"3556601882027231","name":"剑胆琴心888","avatar":"https://static.tigerbbs.com/1796959ed83dac8c5a1178c1f8ecd16f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556601882027231","authorIdStr":"3556601882027231"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$ </a><v-v data-views=\"0\"></v-v>看空好","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$ </a><v-v data-views=\"0\"></v-v>看空好","text":"$理想汽车-W(02015)$ 看空好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256883032719672","isVote":1,"tweetType":1,"viewCount":1049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254958071648504,"gmtCreate":1703256706258,"gmtModify":1703256707729,"author":{"id":"3556601882027231","authorId":"3556601882027231","name":"剑胆琴心888","avatar":"https://static.tigerbbs.com/1796959ed83dac8c5a1178c1f8ecd16f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556601882027231","authorIdStr":"3556601882027231"},"themes":[],"htmlText":"我不看好","listText":"我不看好","text":"我不看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254958071648504","repostId":"2393011051","repostType":2,"repost":{"id":"2393011051","kind":"news","pubTimestamp":1703190576,"share":"https://www.laohu8.com/m/news/2393011051?lang=&edition=full","pubTime":"2023-12-22 04:29","market":"hk","language":"zh","title":"遭阿里减持27亿港元,小鹏汽车还有弯道超车的机会吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2393011051","media":"智通财经","summary":"智通财经APP获悉,12月21日,香港联交所最新资料显示,12月19日,阿里巴巴减持小鹏汽车-W5000万股,每股作价7.09美元,总金额约为3.545亿美元。12月18日,小鹏汽车官方发布降价消息,仅上市不足半年的小鹏G6全系限时减免1万元,起售价降至19.99万元,其他车型亦有不同的折扣。不过,小鹏汽车弯道超车的机会还在,智能驾驶依旧是最大的底牌。此前,该机构曾于2023年3月10日,以每股均价32.25港元买入1352.16万股小鹏汽车港股的股票,涉及资金约4.36亿港元。","content":"<html><head></head><body><p>12月21日,香港联交所最新资料显示,12月19日,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>减持<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>5000万股,每股作价7.09美元,总金额约为3.545亿美元(折合约27.65亿港元)。减持后最新持股数目约为1.42亿股,最新持股比例由12.49%降至9.24%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ddeca7a5680bb7f6e4c21dae932e54b\" tg-width=\"945\" tg-height=\"191\"/></p><p>事实上,早在12月15日,阿里巴巴便对此次减持做了信息披露。12月15日,美国证券交易委员会公告显示,阿里巴巴旗下淘宝中国计划售出2500万股<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>的ADR(美国存托股),总价值约3.91亿美元(约合人民币27.8亿元)。公告显示,将出售的股权是在2019年9月12日作为IPO前投资所购得的。</p><p>面对此番减持,阿里巴巴表示:"我们根据自身的资本管理目标,出售了所持的部分小鹏股份。小鹏是中国电动汽车领域的领军者之一,我们已与其建立了战略合作关系。我们相信小鹏的前景,期待与该公司的持续合作。"</p><p>小鹏汽车亦表示,阿里减持是在执行其三季报对外沟通的投资变现回报股东的策略,而不是因为对小鹏汽车的看法发生变化。阿里此后仍然是小鹏汽车第二大股东,将继续和小鹏汽车在云计算等领域开展深度战略合作。</p><p><strong>尽管如此,小鹏汽车的近况也非乐观。</strong>数据显示,截至11月底,小鹏汽车全年累计销量达到12.15万辆,虽超过去年全年总和,但其20万辆的年度销量目标完成率仅六成。</p><p>与同行对比,同为造车新势力的理想如今已踏上盈利的赛道,而小鹏汽车仍在扭亏的道路上挣扎。财报数据显示,今年第三季度,小鹏汽车毛利率为-2.7%,较去年同期下降16.2个百分点,第三季度净亏损为38.9亿元,同比扩大63.6%。</p><p>此外,从行业上看,今年的车市尤为"卷"。今年年初由<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>吹响价格战的号角,各大车企不得不纷纷跟随降价。而12月份,<a href=\"https://laohu8.com/S/002594\">比亚迪</a>也拉开新一轮降价潮,小鹏汽车同样只能一起"卷"。</p><p>12月18日,小鹏汽车官方发布降价消息,仅上市不足半年的小鹏G6全系限时减免1万元,起售价降至19.99万元,其他车型亦有不同的折扣。</p><p>从销量上看,不仅被理想已经遥遥甩在身后,也被新势力塞力斯超越。根据<a href=\"https://laohu8.com/S/LI\">理想汽车</a>发布的“11月中国市场新势力品牌销量”排行榜的前十名榜单。理想以4.18万台继续问鼎,塞力斯的问界以1.89万台的成绩位居亚军,仅次于理想,且成功超越了小鹏、零跑、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>等。</p><p>不过,<strong>小鹏汽车弯道超车的机会还在,<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶依旧是最大的底牌。</strong>作为国内智能驾驶领域领军企业,2021、2022年小鹏汽车分别推出高速NGP、城市NGP功能。2023-2024年公司有望实现XNGP,2025年起公司将向无人驾驶迈进。</p><p>从近期动向看,小鹏汽车现在正在进行Xmart OS 4.5.0的第二批公测,并将在年底前覆盖52座城市。小鹏汽车表示,在最新版本的Xmart OS 4.5.0中,他们不仅新增了这27座城市的高精地图支持,还重点优化了无高精地图情况下导航辅助驾驶的体验,包括高速、城市快速路和城市道路等多种场景。</p><p>不少业内人士都称,华为和小鹏汽车是国内自动驾驶领域的第一梯队玩家。小鹏汽车自动驾驶高级总监李力耘亦表示,“如果说汽车智能化的上半场,是通过高速导航、辅助驾驶和自动泊车这样相对简单的场景打开用户心智,那么智能驾驶的下半场,就是城市智驾的竞争。小鹏汽车已经率先跑步进入智能驾驶驾驶下半场,并持续保持绝对的领先优势”。</p><p><strong>国际大行<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>也表示,看好小鹏汽车在自动驾驶业务领域的优势。</strong>中国高级自动驾驶将迎来商业化,不具备半自动驾驶功能的车型未来可能难以销售。该机构预计,2024年将成为中国半自动驾驶市场(L3/L4级)发展的重要转折点。</p><p>同时,港交所资料显示,摩根大通在12月15日将其在小鹏汽车的香港股份的多头头寸从5.20%增加至8.17%。此前,该机构曾于2023年3月10日,以每股均价32.25港元买入1352.16万股小鹏汽车港股的股票,涉及资金约4.36亿港元。</p></body></html>","source":"stock_zhitongcaijing","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>遭阿里减持27亿港元,小鹏汽车还有弯道超车的机会吗?</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; 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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遭阿里减持27亿港元,小鹏汽车还有弯道超车的机会吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-22 04:29 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1043790.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月21日,香港联交所最新资料显示,12月19日,阿里巴巴减持小鹏汽车-W5000万股,每股作价7.09美元,总金额约为3.545亿美元(折合约27.65亿港元)。减持后最新持股数目约为1.42亿股,最新持股比例由12.49%降至9.24%。事实上,早在12月15日,阿里巴巴便对此次减持做了信息披露。12月15日,美国证券交易委员会公告显示,阿里巴巴旗下淘宝中国计划售出2500万股小鹏汽车的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1043790.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK4099":"汽车制造商","XPEV":"小鹏汽车","BK1610":"ETF&股票定投概念","BK4505":"高瓴资本持仓","BK4555":"新能源车","09868":"小鹏汽车-W","BK4526":"热门中概股","BK1119":"汽车制造商","BK1587":"次新股","BK1588":"回港中概股","BK1539":"汽车股","BK1575":"同股不同权","BK4551":"寇图资本持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/1043790.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2393011051","content_text":"12月21日,香港联交所最新资料显示,12月19日,阿里巴巴减持小鹏汽车-W5000万股,每股作价7.09美元,总金额约为3.545亿美元(折合约27.65亿港元)。减持后最新持股数目约为1.42亿股,最新持股比例由12.49%降至9.24%。事实上,早在12月15日,阿里巴巴便对此次减持做了信息披露。12月15日,美国证券交易委员会公告显示,阿里巴巴旗下淘宝中国计划售出2500万股小鹏汽车的ADR(美国存托股),总价值约3.91亿美元(约合人民币27.8亿元)。公告显示,将出售的股权是在2019年9月12日作为IPO前投资所购得的。面对此番减持,阿里巴巴表示:\"我们根据自身的资本管理目标,出售了所持的部分小鹏股份。小鹏是中国电动汽车领域的领军者之一,我们已与其建立了战略合作关系。我们相信小鹏的前景,期待与该公司的持续合作。\"小鹏汽车亦表示,阿里减持是在执行其三季报对外沟通的投资变现回报股东的策略,而不是因为对小鹏汽车的看法发生变化。阿里此后仍然是小鹏汽车第二大股东,将继续和小鹏汽车在云计算等领域开展深度战略合作。尽管如此,小鹏汽车的近况也非乐观。数据显示,截至11月底,小鹏汽车全年累计销量达到12.15万辆,虽超过去年全年总和,但其20万辆的年度销量目标完成率仅六成。与同行对比,同为造车新势力的理想如今已踏上盈利的赛道,而小鹏汽车仍在扭亏的道路上挣扎。财报数据显示,今年第三季度,小鹏汽车毛利率为-2.7%,较去年同期下降16.2个百分点,第三季度净亏损为38.9亿元,同比扩大63.6%。此外,从行业上看,今年的车市尤为\"卷\"。今年年初由特斯拉吹响价格战的号角,各大车企不得不纷纷跟随降价。而12月份,比亚迪也拉开新一轮降价潮,小鹏汽车同样只能一起\"卷\"。12月18日,小鹏汽车官方发布降价消息,仅上市不足半年的小鹏G6全系限时减免1万元,起售价降至19.99万元,其他车型亦有不同的折扣。从销量上看,不仅被理想已经遥遥甩在身后,也被新势力塞力斯超越。根据理想汽车发布的“11月中国市场新势力品牌销量”排行榜的前十名榜单。理想以4.18万台继续问鼎,塞力斯的问界以1.89万台的成绩位居亚军,仅次于理想,且成功超越了小鹏、零跑、蔚来等。不过,小鹏汽车弯道超车的机会还在,智能驾驶依旧是最大的底牌。作为国内智能驾驶领域领军企业,2021、2022年小鹏汽车分别推出高速NGP、城市NGP功能。2023-2024年公司有望实现XNGP,2025年起公司将向无人驾驶迈进。从近期动向看,小鹏汽车现在正在进行Xmart OS 4.5.0的第二批公测,并将在年底前覆盖52座城市。小鹏汽车表示,在最新版本的Xmart OS 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082110270581fae253&s=b><strong>格隆汇资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛发表报告指,小鹏汽车第二季收入按季升25.5%至51亿元,胜该行及市场预期,经调整亏损的26.65亿元则逊预期。该行将公司目标价由70港元上调至74港元,维持“买入”评级。高盛将小鹏2023至2025年经调整亏损预测由17亿元至85亿元,调整到54亿元至106亿元,以反映第二季度业绩及慢于预期的利润率改善。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082110270581fae253&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082110270581fae253&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2361510447","content_text":"高盛发表报告指,小鹏汽车第二季收入按季升25.5%至51亿元,胜该行及市场预期,经调整亏损的26.65亿元则逊预期。该行将公司目标价由70港元上调至74港元,维持“买入”评级。高盛将小鹏2023至2025年经调整亏损预测由17亿元至85亿元,调整到54亿元至106亿元,以反映第二季度业绩及慢于预期的利润率改善。","news_type":1},"isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":210281996480720,"gmtCreate":1692358756864,"gmtModify":1692358758685,"author":{"id":"3556601882027231","authorId":"3556601882027231","name":"剑胆琴心888","avatar":"https://static.tigerbbs.com/1796959ed83dac8c5a1178c1f8ecd16f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556601882027231","authorIdStr":"3556601882027231"},"themes":[],"htmlText":"<a 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛:首予小鹏汽车买入评级,交付量将在短期内恢复增长势头\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-12 10:30 北京时间 <a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月12日,高盛首予小鹏汽车买入评级,12个月目标价为18.1美元。分析师预计,在中国电动汽车领先技术和产品的推动下,中国汽车制造商的海外销量将在2022-2030年间从270万辆增长至850万辆。高盛预计,最新款G6车型推出后,小鹏汽车的交付量将在短期内恢复增长势头。随着汽车的交付规模扩大以及电池价格下降,利润率将有所提高。分析师们在一份报告中写道,“我们认为G6的推出有助于提高市场份额,G6起...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"XPEV":"小鹏汽车","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK1539":"汽车股","BK1588":"回港中概股","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) 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