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蔚来
3.63
+0.0100
0.28%
盘后:
3.63
-0.0001
0.00%
19:59 EDT
成交量:
3,117.68万
成交额:
1.13亿
市值:
81.40亿
市盈率:
-2.24
高:
3.70
开:
3.59
低:
3.57
收:
3.62
数据加载中...
总览
公司
新闻
公告
李斌:黑蔚来的水军每月花的钱有三、五千万
美港电讯
·
06-05
“恒大时刻” 逼近?货币资金骤降约200亿元,蔚来还有未来吗?
新浪财经
·
06-05
交银国际:蔚来销量回升及降本或在第二季迎来边际改善
美港电讯
·
06-05
乐道汽车进军网约车市场?蔚来回应
南方财经网
·
06-05
乐道汽车进军网约车市场?蔚来回应
美港电讯
·
06-05
亏损降低5.1%,蔚来的省钱大法生效了?
Ofweek维科网
·
06-05
交银国际:蔚来-SW(09866)销量回升及降本或在第二季迎来边际改善
智通财经
·
06-05
“刀刃向内”的蔚来何时上岸?
Ofweek光电信息网
·
06-05
蔚来(09866)高开3.94% 5月交付量按年升逾13% 机构称边际好转股价短期或迎反弹
金吾财讯
·
06-05
蔚来高开近4%,Q2营收同比预增11.8%-15%
格隆汇
·
06-05
破局2025:蔚来财报里的技术护城河与效率革命
Ofweek维科网
·
06-05
蔚来汽车(9866.HK):销量回升和降本推动或2季度边际改善 股价迎来短期反弹机会
交银国际
·
06-05
蔚来首季收入超120亿研发费增11.1% 三品牌齐聚二季度交付量预增25.5%
长江商报
·
06-05
主品牌销量环比腰斩,乐道撑起全村希望?
财经早餐
·
06-05
巴克莱:维持蔚来汽车(NIO.US)评级,由减持调整至减持评级, 目标价由4.00美元调整至3.00美元。
金融界
·
06-05
亏损进一步扩大的蔚来汽车,今年第四季度真能盈利吗?
车快评
·
06-04
蔚来李斌:四季度月销5万辆,不是天方夜谭
36氪汽车
·
06-04
美股异动 | 热门中概股涨幅扩大 蔚来(NIO.US)拉升超10%
智通财经
·
06-04
【纳斯达克金龙中国指数涨近2%】纳斯达克金龙中国指数涨近2%,再鼎医药涨超13%,亿咖通涨超10%,蔚来涨超5%,涂鸦智能涨超4%。
金融界
·
06-04
蔚来涨逾5%,李斌称最低谷的时期已经过去,二季度有望创交付新高
老虎资讯综合
·
06-04
更多
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10:07","pubTimestamp":1749089223,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,交银国际发布研报称,蔚来-SW(09866)未来市场焦点在于边际改善,尤其是销量回升的可持续性。同时其降本效果是否能达市场预期。报告表示,蔚来销量回升及降本或在第二季迎来边际改善,下半年集团相对乐观。该行认为,其核心应在降本力度。基于蔚来2025年0.58倍的市销率,该行认为集团边际改善或迎来短期反弹机会,故维持目标价48.96港元及“买入”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1301513.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0612318385.USD","LU2242646821.SGD","LU2360106947.USD","LU1920062954.HKD","BK4505","BK4136","BK4099","LU0654597011.USD","LU0471298777.SGD","BK4526","EVS.SI","LU1430597077.USD","BK4531","LU0997587240.USD","BK1119","BK4574","BK4548","LU1015430645.USD","LU0575583348.USD","LU1119994140.HKD","BK1147","LU0385154629.USD","LU1863844749.USD","LU2380233275.USD","LU2298321311.HKD","03329","LU0550127509.SGD","LU2360108059.USD","09866","LU0708995583.HKD","BK1588","LU2401740654.USD","BK4588","LU2092937221.SGD","NIO.SI","BK4534","BK4585","LU1892829315.USD","NIO","LU1989763690.USD","SW","LU1803068623.USD","LU0052750758.USD","BK4504","LU0471298694.HKD","BK4509","LU2041044095.USD","BK4581","LU0612318971.USD","LU2242646235.USD"],"gpt_icon":0},{"id":"2541016465","title":"“刀刃向内”的蔚来何时上岸?","url":"https://stock-news.laohu8.com/highlight/detail?id=2541016465","media":"Ofweek光电信息网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541016465?lang=zh_cn&edition=fundamental","pubTime":"2025-06-05 09:37","pubTimestamp":1749087420,"startTime":"0","endTime":"0","summary":"具体来看,一季度分别交付了27313辆蔚来品牌车辆和14781辆ONVO品牌车辆。截至5月31日,蔚来在全球累计建成换电站3404座,充电站4607座,充电桩26441根,并接入超过186万根第三方充电桩。“刀刃向内”,蔚来再加码以期扭转盈利乾坤面对盈利困境,蔚来管理层在财报电话会中详解了“刀刃向内”的改革方案。管理层指出得益于小型智能高端电动汽车“萤火虫”的正式交付,其销量在4、5月份逐渐回到正常轨道,5月交付新车23231台,同比增长13.1%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250605095349950f52db&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:29","pubTimestamp":1749086972,"startTime":"0","endTime":"0","summary":"金吾财讯 | 蔚来 高开3.94%,报29.05港元,盘前成交额400.63万港元。公司5月交付新车23231台,同比增长13.1%。其中,蔚来品牌交付新车13270台,乐道品牌交付新车6281台,firefly萤火虫品牌在其首个完整交付月交付新车3680台。该机构认为1季度业绩低于预期并不意外。目前蔚来的2025年市销率为0.58倍,下行空间有限,边际改善股价迎来短期反弹机会,维持买入评级。","market":"nz","thumbnail":"https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1959903","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09866","BK4526","LU0708995583.HKD","LU0320764599.SGD","BK4531","BK4099","EVS.SI","BK4555","BK1119","BK4509","LU0052750758.USD","NIO","BK4585","BK4548","BK1588","BK4505","BK4574","BK4534","BK4532","NIO.SI","BK4504","BK4581","BK4588","BK6125"],"gpt_icon":1},{"id":"2541015814","title":"蔚来高开近4%,Q2营收同比预增11.8%-15%","url":"https://stock-news.laohu8.com/highlight/detail?id=2541015814","media":"格隆汇","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541015814?lang=zh_cn&edition=fundamental","pubTime":"2025-06-05 09:26","pubTimestamp":1749086810,"startTime":"0","endTime":"0","summary":"蔚来-W高开3.94%,报29.05港元。隔夜美股市场蔚来收涨6.23%报3.75美元,折算成港股市场价格为29.65港元/股。蔚来公布财报显示,2025年一季度营收120.35亿元,同比增长21.46%。预计第二季度交付量将在7万2000辆至7万5000辆之间,对应营收预计为195.1亿元至200.7亿元,同比增长约11.8%至15%。他预计,蔚来品牌单月销量有望在第四季度稳定达到25000辆,较去年提升约20%,毛利率也有望显著改善,预计可突破20%。","market":"us","thumbnail":"http://imgcloud.jrjimg.cn/2025/06/cms_20250605092650578.jpg","type":0,"news_type":0,"thumbnails":["http://imgcloud.jrjimg.cn/2025/06/cms_20250605092650578.jpg"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"02518ee44fd07e1e1d050f6b5f4f1687","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://hk.jrj.com.cn/2025/06/05092650870002.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["09866","NIO"],"gpt_icon":0},{"id":"2541015431","title":"破局2025:蔚来财报里的技术护城河与效率革命","url":"https://stock-news.laohu8.com/highlight/detail?id=2541015431","media":"Ofweek维科网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541015431?lang=zh_cn&edition=fundamental","pubTime":"2025-06-05 09:21","pubTimestamp":1749086469,"startTime":"0","endTime":"0","summary":"蔚来首席财务官曲玉在2025年第一季度财报电话会上表示,二季度随着新ES6、EC6、ET5、ET5T的上市,新车成交价格有所回升。作为蔚来公司2025年首款上市的新车,自3月29日开启交付以来,蔚来ET9得到许多创新引领者们的认可。这样的质疑,在2025年初达到峰值。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250605092235950f467a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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季度的边际改善确定性高,销量/毛利率/亏损都会改善。毛利率目标:4 季度冲刺月销5 万辆,毛利率为17%-18%,研发费用占营收6%-7%,销售费用占营收比例为10%。维持买入,边际改善股价迎来短期反弹机会。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250605075609a49a8393&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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三品牌齐聚二季度交付量预增25.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2541087092","media":"长江商报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541087092?lang=zh_cn&edition=fundamental","pubTime":"2025-06-05 07:08","pubTimestamp":1749078515,"startTime":"0","endTime":"0","summary":"公告显示,蔚来2025年一季度的汽车交付量达4.21万辆,同比增长40.07%。蔚来预计,2025年二季度,公司汽车交付量约为7.2万至7.5万辆,较2024年同期增加约25.5%至30.7%。6月3日,蔚来发布2025年第一季度业绩公告,公司一季度收入总额达120.35亿元,同比增长21.5%;经营亏损61.48亿元,同比增长19%;经调整经营亏损59.47亿元,同比增长16.3%。同时,蔚来预计,公司二季度收入总额为195.13亿至200.68亿元,较2024年同一季度增长约11.8%至15.0%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250605071319950f1ec2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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06:26","pubTimestamp":1749075980,"startTime":"0","endTime":"0","summary":"2025年第一季度,蔚来共交付42,094辆车,同比上涨了40.1%,却较上一季度锐减42.1%。其中,蔚来主品牌本身销量几乎腰斩——在去年第四季度曾达到52760的交付高点,而2025年第一季度仅完成27313辆。而主品牌销量的腰斩,或许是拖累蔚来毛利率的重要因素:今年第一季度蔚来汽车毛利率回落至10.2%,环比下降近300个基点。而正如财报所言,单价下滑,再加上销量本季度的腰斩,导致的单车摊折成本的上升,共同拖累了蔚来一季度的毛利率。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250605062831a49a6fa9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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