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- 镜月镜月
  ·06-08
  说我呢
  893 评论
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- 镜月镜月
  ·05-21
  $特斯拉(TSLA)$ 涨的莫名其妙，都需要被小鹏带飞[流泪]
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- 镜月镜月
  ·05-02
  赛力斯的成功站在理想打开了增程的赛道。吃了三个半馒头饱了，可别说最后半个最饱腹，质疑先驱者的努力。交出灵魂做傀儡只是为了活下去无奈做的妥协。华为没了赛力斯还可以有李力斯，张力斯。当下没了华为，赛力斯啥都不是。
  余承东太牛！赛力斯已经盈利了，蔚来、小鹏要哭晕在厕所了
  近日，赛力斯发布了2024年一季度业绩，数据显示，一季度赛力斯营收265.61，同比增长421%。这要感谢华为，感谢余承东了，主要就是因为赛力斯和华为合作，推出了AITO问界系列车型。于是赛力斯也迎来了属于自己的泼天富贵，亏损了这么多年之后，终于在一季度盈利了，终于渡过了盈利平衡点，不再亏损。
  余承东太牛！赛力斯已经盈利了，蔚来、小鹏要哭晕在厕所了
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- 镜月镜月
  ·03-26
  $英伟达(NVDA)$ [流泪] [财迷] [财迷] [财迷] [财迷]
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- 镜月镜月
  ·03-26
  $美光科技(MU)$ 暂时撤一波，下午茶到手
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涨的莫名其妙，都需要被小鹏带飞[流泪]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; 涨的莫名其妙，都需要被小鹏带飞[流泪]&nbsp;&nbsp;","text":"$特斯拉(TSLA)$ 涨的莫名其妙，都需要被小鹏带飞[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308336893218984","isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301390305959952,"gmtCreate":1714587848480,"gmtModify":1714612253574,"author":{"id":"3535493757141692","authorId":"3535493757141692","name":"镜 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14:32","market":"us","language":"zh","title":"余承东太牛！赛力斯已经盈利了，蔚来、小鹏要哭晕在厕所了","url":"https://stock-news.laohu8.com/highlight/detail?id=2432951446","media":"互联网乱侃秀","summary":"近日，赛力斯发布了2024年一季度业绩，数据显示，一季度赛力斯营收265.61，同比增长421%。这要感谢华为，感谢余承东了，主要就是因为赛力斯和华为合作，推出了AITO问界系列车型。于是赛力斯也迎来了属于自己的泼天富贵，亏损了这么多年之后，终于在一季度盈利了，终于渡过了盈利平衡点，不再亏损。","content":"<html><body><p>近日，<a href=\"https://laohu8.com/S/601127\">赛力斯</a>发布了2024年一季度业绩，数据显示，一季度赛力斯营收265.61，同比增长421%。而利润为2.20亿元，毛利率提升至21.5%，扣非净利润为1.14亿元。</p><p>要知道过去5年间，赛力斯一直在亏损，累计亏损达到了150亿元左右，现在居然盈利了，你说是不是很让人震惊？如下图所示， 这是过去5年赛力斯扣非净利润情况。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>为何赛力斯会盈利呢？这要感谢华为，感谢余承东了，主要就是因为赛力斯和华为合作，推出了AITO问界系列车型。</p><p>从上图也可以看出来，2022年AITO问界M5推出，市场火爆，于是赛力斯的营收大增，考虑到前期研发投入大，建设渠道成本高，营销成本也高，所以早期伴随营收大增的，自然也是亏损增加，这其实是意料中的事情。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>而2023年，新问界M7重新发布，马上就爆了，7个月大订超过17万辆，M9后来也爆了，3个月大订超过7万辆。</p><p>于是赛力斯也迎来了属于自己的泼天富贵，亏损了这么多年之后，终于在一季度盈利了，终于渡过了盈利平衡点，不再亏损。</p><p>可以预计的是，随着赛力斯渡过盈利平衡点，接下来随着问界销量不断增长，赛力斯的盈利状况会越来越好，赚的也会越来越多。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>华为和赛力斯是2021年才合作的，2022年才推出第一款车，到2024年盈利，也就过了3年不到的时候，严格的来讲，其实才2年左右，就盈利了。</p><p>而我们看看<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏、理想这三大车企，造车到现在已经9、10年了，只有理想去年盈利了，像<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>、小鹏还在亏额中。</p><p>数据显示2023年蔚来营收556.179亿元，净亏损207.198亿元。而小鹏2023年营收306.8亿元，净亏损为103.8亿元。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>我想，蔚小理看到赛力斯和华为合作，2年时间就赚钱了，估计这三大车企要哭晕在厕所了，自己吭哧吭哧的努力了10来年，还没赚钱，亏损了不知道多少。</p><p>而赛力斯一路躺赢，将灵魂交给华为，让华为主导，自己躺平，两年就赚到钱了，那自己的努力，有意义么？不如也交出灵魂，和华为合作算了。</p></body></html>","source":"ifeng_tech","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>余承东太牛！赛力斯已经盈利了，蔚来、小鹏要哭晕在厕所了</title>\n<style 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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余承东太牛！赛力斯已经盈利了，蔚来、小鹏要哭晕在厕所了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-01 14:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8ZEK5ZtX1vH><strong>互联网乱侃秀</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，赛力斯发布了2024年一季度业绩，数据显示，一季度赛力斯营收265.61，同比增长421%。而利润为2.20亿元，毛利率提升至21.5%，扣非净利润为1.14亿元。要知道过去5年间，赛力斯一直在亏损，累计亏损达到了150亿元左右，现在居然盈利了，你说是不是很让人震惊？如下图所示， 这是过去5年赛力斯扣非净利润情况。为何赛力斯会盈利呢？这要感谢华为，感谢余承东了，主要就是因为赛力斯和华为合作，...</p>\n\n<a href=\"https://tech.ifeng.com/c/8ZEK5ZtX1vH\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","NIO":"蔚来","BK4548":"巴美列捷福持仓","LU0052750758.USD":"富兰克林中国基金A Acc","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK4532":"文艺复兴科技持仓","XPEV":"小鹏汽车","BK1575":"同股不同权","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","09866":"蔚来-SW","09868":"小鹏汽车-W","BK4555":"新能源车","BK1539":"汽车股","BK4509":"腾讯概念","BK1588":"回港中概股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4588":"碎股","BK4526":"热门中概股","BK1119":"汽车制造商","BK1587":"次新股","BK4504":"桥水持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","BK1610":"ETF&股票定投概念","NIO.SI":"蔚来","BK4581":"高盛持仓"},"source_url":"https://tech.ifeng.com/c/8ZEK5ZtX1vH","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2432951446","content_text":"近日，赛力斯发布了2024年一季度业绩，数据显示，一季度赛力斯营收265.61，同比增长421%。而利润为2.20亿元，毛利率提升至21.5%，扣非净利润为1.14亿元。要知道过去5年间，赛力斯一直在亏损，累计亏损达到了150亿元左右，现在居然盈利了，你说是不是很让人震惊？如下图所示， 这是过去5年赛力斯扣非净利润情况。为何赛力斯会盈利呢？这要感谢华为，感谢余承东了，主要就是因为赛力斯和华为合作，推出了AITO问界系列车型。从上图也可以看出来，2022年AITO问界M5推出，市场火爆，于是赛力斯的营收大增，考虑到前期研发投入大，建设渠道成本高，营销成本也高，所以早期伴随营收大增的，自然也是亏损增加，这其实是意料中的事情。而2023年，新问界M7重新发布，马上就爆了，7个月大订超过17万辆，M9后来也爆了，3个月大订超过7万辆。于是赛力斯也迎来了属于自己的泼天富贵，亏损了这么多年之后，终于在一季度盈利了，终于渡过了盈利平衡点，不再亏损。可以预计的是，随着赛力斯渡过盈利平衡点，接下来随着问界销量不断增长，赛力斯的盈利状况会越来越好，赚的也会越来越多。华为和赛力斯是2021年才合作的，2022年才推出第一款车，到2024年盈利，也就过了3年不到的时候，严格的来讲，其实才2年左右，就盈利了。而我们看看蔚来、小鹏、理想这三大车企，造车到现在已经9、10年了，只有理想去年盈利了，像蔚来、小鹏还在亏额中。数据显示2023年蔚来营收556.179亿元，净亏损207.198亿元。而小鹏2023年营收306.8亿元，净亏损为103.8亿元。我想，蔚小理看到赛力斯和华为合作，2年时间就赚钱了，估计这三大车企要哭晕在厕所了，自己吭哧吭哧的努力了10来年，还没赚钱，亏损了不知道多少。而赛力斯一路躺赢，将灵魂交给华为，让华为主导，自己躺平，两年就赚到钱了，那自己的努力，有意义么？不如也交出灵魂，和华为合作算了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288495063740416,"gmtCreate":1711466014816,"gmtModify":1711466075966,"author":{"id":"3535493757141692","authorId":"3535493757141692","name":"镜 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