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港股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
蔚來-SW
39.000
-0.300
-0.76%
手動刷新
成交量:
427.53萬
成交額:
1.66億
市值:
960.96億
市盈率:
-3.20
高:
39.700
開:
39.600
低:
38.540
收:
39.300
52周最高:
61.750
52周最低:
23.700
股本:
24.64億
香港流通股本:
24.64億
量比:
1.06
換手率:
0.17%
股息:
- -
股息率:
- -
每股收益(LYR):
-12.203
淨資產收益率:
-160.03%
總資產收益率:
-11.91%
市淨率:
23.66
市盈率(LYR):
-3.20
市銷率:
1.20
資料載入中...
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17:30","pubTimestamp":1764149454,"startTime":"0","endTime":"0","summary":"蔚来交出“最强三季报”,得益于多品牌战略的实施。10月,蔚来公司交付新车4.04万辆,同比增长92.6%。截至目前,蔚来公司已累计交付新车91.32万辆。如果蔚来达到上述交付指引要求,其季度交付量不仅将创出新高,而且将首次迈过“10万辆大关”。今年一季度业绩会和中期业绩会上,李斌多次表态蔚来四季度整体月交付量目标为5万辆左右,季度交付量超15万辆,其甚至拆解了销量结构。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126173616a712aa10&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126173616a712aa10&s=b","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":"tencent","symbols":["BK1119","BK1588","NIO","09866"],"gpt_icon":1},{"id":"2586255877","title":"蔚來Q3財報:量利雙升下的盈利衝刺,還差最後一腳電門?","url":"https://stock-news.laohu8.com/highlight/detail?id=2586255877","media":"Apsoto汽车社区","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2586255877?lang=zh_tw&edition=fundamental","pubTime":"2025-11-26 17:28","pubTimestamp":1764149296,"startTime":"0","endTime":"0","summary":"蔚来集团于2025年11月25日发布的第三季度财报,呈现出一幅复杂的图景:交付量创历史新高、毛利率提升至三年顶点、首次实现正向经营活动现金流,这些亮点与营收不及预期、四季度交付目标下调的隐忧相互交织。首席财务官曲玉在财报中指出,毛利率提升主要得益于两大因素:全面降本带来单位物料成本下降,以及高毛利车型交付占比提升。三驾马车:多品牌战略初显成效蔚来Q3交付量达87,071辆,同比增长40.8%,创下历史新高。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126183923a4bba559&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, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126183923a4bba559&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["NIO","09866"],"gpt_icon":1},{"id":"2586223087","title":"蔚來三季度財報創歷史新高 李斌:有信心四季度實現盈利","url":"https://stock-news.laohu8.com/highlight/detail?id=2586223087","media":"华夏时报网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2586223087?lang=zh_tw&edition=fundamental","pubTime":"2025-11-26 17:24","pubTimestamp":1764149050,"startTime":"0","endTime":"0","summary":"11月25日,蔚来汽车发布2025年第三季度财报。财报显示,蔚来第三季度交付量、营收、毛利率均创下历史新高,亏损大幅收窄,现金储备显著增长。这份财报不仅超出了市场预期,更让投资者看到了蔚来实现可持续发展的希望。更为乐观的是,蔚来对第四季度的交付指引高达12万至12.5万辆,营收指引327.6亿元至340.4亿元,两项指引均创历史新高。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202511263575492685.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202511263575492685.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_eastmoney","symbols":["09866","NIO","BITA"],"gpt_icon":1},{"id":"2586323476","title":"每日沽空追蹤 | 蔚來-SW 11月26日沽空量成交229.36萬股,沽空比例為21.41%","url":"https://stock-news.laohu8.com/highlight/detail?id=2586323476","media":"市场透视","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2586323476?lang=zh_tw&edition=fundamental","pubTime":"2025-11-26 16:30","pubTimestamp":1764145838,"startTime":"0","endTime":"0","summary":"蔚来-SW北京时间11月26日,跌6.24%,卖空量成交229.36万股,较上一交易日减少38.83%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126163623951b4c8d&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126163623951b4c8d&s=b","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":"tencent","symbols":["BK1588","BK1119","09866"],"gpt_icon":0},{"id":"2586235881","title":"蔚來2025年第三季度營收217.9億元 李斌稱有信心四季度實現盈利","url":"https://stock-news.laohu8.com/highlight/detail?id=2586235881","media":"财经网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2586235881?lang=zh_tw&edition=fundamental","pubTime":"2025-11-26 14:36","pubTimestamp":1764138994,"startTime":"0","endTime":"0","summary":"今年Q3营收217.9亿元今年第三季度,蔚来在交付量、综合毛利率、整车毛利率等多项核心数据上创下近年来的历史新高。得益于交付量的持续攀升,其营收上涨至217.9亿元。具体来看,今年Q3综合毛利率为13.9%,2024年第三季度10.7%;2025年第二季度为10.0%;整车毛利率为14.7%,而2024年第三季度为13.1%、2025 年第二季度为10.3%。“三季度整车毛利率达到14.7%,四季度有望进一步提升至18%,有信心在四季度实现盈利。”","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126143952951b1a19&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, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":"b3281f8de3bc6b9ca0443565cb3ba984","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126143952951b1a19&s=b","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":"tencent","symbols":["NIO","09866"],"gpt_icon":1},{"id":"2586123360","title":"蔚來Q3:現金儲備增長近百億,經營拐點信號可以確認了嗎?","url":"https://stock-news.laohu8.com/highlight/detail?id=2586123360","media":"美港探案","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2586123360?lang=zh_tw&edition=fundamental","pubTime":"2025-11-26 14:03","pubTimestamp":1764136993,"startTime":"0","endTime":"0","summary":"蔚来发布了Q3财报,粗略一看,一派“形势大好”:交付、营收创历史新高,毛利率回到高位,最亮眼的是现金储备环比增长了近一百个小目标,达到了367亿元。现金储备大幅增长近百亿,达到367亿元。行业数据显示,纯电大三排SUV的销量,在9、10月份连续超过了插混、增程和燃油车型。小结一下:蔚来的这份Q3财报,展现出了近年来最好的一次经营面貌。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126140459a71237db&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126140459a71237db&s=b","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":"tencent","symbols":["BK1119","NIO","BK1588","09866"],"gpt_icon":1},{"id":"2586123851","title":"蔚來績後跌7.35% 機構指四季度交付指引遜預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2586123851","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2586123851?lang=zh_tw&edition=fundamental","pubTime":"2025-11-26 13:30","pubTimestamp":1764135024,"startTime":"0","endTime":"0","summary":"金吾财讯 | 蔚来 绩后股价受压,截至发稿,跌7.35%,报43.38港元,成交额2.43亿港元。尽管受新车密集发布导致营运支出按季度下降不明显,non-GAAP净亏损仍按季度收窄33%。尽管如此,管理层仍重申四季度实现non-GAAP层面盈亏平衡的目标,主要依托新车款ES8产能提升带来的产品结构升级、稳定的非车业务利润以及营运效率的提高。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025112613371297800b6c&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025112613371297800b6c&s=b","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":"tencent","symbols":["BK1588","NIO","09866","BK1119"],"gpt_icon":1},{"id":"2586383782","title":"【SMM新能源汽車快訊】","url":"https://stock-news.laohu8.com/highlight/detail?id=2586383782","media":"上海有色网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2586383782?lang=zh_tw&edition=fundamental","pubTime":"2025-11-26 13:29","pubTimestamp":1764134962,"startTime":"0","endTime":"0","summary":"蔚来公司展望:第四季度汽车交付量将在12万至12.5万辆之间。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126133210a7122a15&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126133210a7122a15&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1119","09866","NIO","BK1588"],"gpt_icon":0},{"id":"2586564238","title":"【券商聚焦】招銀國際維持蔚來「持有」評級 指Q4盈虧平衡仍難實現 線性外推難以成立","url":"https://stock-news.laohu8.com/highlight/detail?id=2586564238","media":"金吾资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2586564238?lang=zh_tw&edition=fundamental","pubTime":"2025-11-26 13:21","pubTimestamp":1764134466,"startTime":"0","endTime":"0","summary":"金吾财讯 | 招银国际研报指,蔚来 3Q25毛利率超预期,但4Q25销量指引有所下调:蔚来3Q25收入符合该机构此前预测,毛利率环比提升3.9个百分点至13.9%,超出该机构的预期。3Q25净亏损收窄至36.6亿元,好于该机构的预测。该机构指,4Q25盈亏平衡仍难实现:该机构认为管理层对4Q25 Non-GAAP口径盈亏平衡的态度较2Q25财报会时更趋谨慎。但几乎所有中国车企均有大型SUV在售,价格战会导致高毛利难以维系。事实上,当前也几乎没有中国车企可以保持20%的整车毛利率。","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=nesSN20251126132145a4bafd34&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, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126132145a4bafd34&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["NIO","09866"],"gpt_icon":1},{"id":"2586822542","title":"增程市場明顯萎縮,從蔚來Q3財報看市場格局之變","url":"https://stock-news.laohu8.com/highlight/detail?id=2586822542","media":"松果投研","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2586822542?lang=zh_tw&edition=fundamental","pubTime":"2025-11-26 11:52","pubTimestamp":1764129150,"startTime":"0","endTime":"0","summary":"蔚来昨天交出了一份相当亮眼的Q3成绩单。乐道L90上市三个月交付33,348台,连续三个月稳居纯电大型SUV销量第一。这说明蔚来在高端市场的品牌认知已经站稳了。反观增程车型,销量连续下滑,市场热度明显退潮。三品牌覆盖10万至80万元价格带,不仅扩大了市场覆盖面,也有效对冲了单一市场的波动风险。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126115417a712016d&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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11:44","pubTimestamp":1764128649,"startTime":"0","endTime":"0","summary":"野村证券报告显示,蔚来汽车第三季度毛利率同比提升3.1个百分点至13.9%,汽车毛利率达14.7%超预期,或推动第四季度实现经调整盈亏平衡。但第四季度出货量指引低于市场预期,野村维持其美股目标价8.4美元及中性评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126114611a711fd8b&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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11:37","pubTimestamp":1764128236,"startTime":"0","endTime":"0","summary":"蔚来创始人李斌在2025年第三季度业绩电话会上称,公司以第四季度盈利为核心经营目标且充满信心。信心主要来自高毛利车型市场表现出色,全新ES8订单强劲。乐道品牌虽受置换补贴退坡影响,但对毛利总额冲击有限。当日公布的第三季度财务数据显示,公司交付量、总营收、综合毛利率、整车毛利率均达新高,现金储备环比增加,首次实现经营性现金流与自由现金流双正。展望第四季度,交付量和营收有望再创新高。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126113725951ad54e&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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11:29","pubTimestamp":1764127754,"startTime":"0","endTime":"0","summary":"第三季度,蔚来共交付新车8.7万台,同比增长40.8%,环比增长20.8%;总营收217.9亿元,同比增长16.7%,环比增长14.7%,销量、营收均创历史新高;净亏损34.8亿元,同比收窄31.2%,环比收窄30.3%。蔚来第三季度净亏损34.8亿元,同比收窄31.2%,环比收窄30.3%;扣除股权激励费用及组织优化费用的经调整净亏损27.35亿元,同比收窄38%,环比收窄33.7%。提到毛利率,李斌表示,第三季度14.7%的汽车毛利率高于预期,预计第四季度能达到18%,明年的目标是汽车毛利率达到20%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126113145a4baceac&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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09:30","pubTimestamp":1764120637,"startTime":"0","endTime":"0","summary":"11月26日,中国电动车制造商蔚来在港股盘中大跌6.88%。尽管公司第三季度财报显示多项核心指标创下新高,但投资者似乎对其盈利前景仍持谨慎态度。蔚来11月25日发布的2025年第三季度财报显示,公司实现营收217.9亿元,同比增长16.7%,创历史新高。然而,公司仍录得净亏损34.8亿元,虽同比收窄31.2%,但可能未能完全满足市场预期。尽管如此,蔚来的长期发展战略仍值得关注。投资者将密切关注蔚来在未来几个季度的表现,以评估其实现盈利目标的可能性。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["09866"],"gpt_icon":1}],"pageSize":20,"totalPage":20,"pageCount":16,"totalSize":399,"code":"91000000","status":"200"}]}}