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港股
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小鵬汽車-W
71.600
0.000
手動刷新
成交量：
3,177.03萬
成交額：
22.51億
市值：
1,368.99億
市盈率：
-105.16
高：
73.400
開：
70.000
低：
67.550
收：
71.600
52周最高：
110.800
52周最低：
60.350
股本：
19.12億
香港流通股本：
19.12億
量比：
1.69
換手率：
1.66%
股息：
- -
股息率：
- -
每股收益(LYR):
-0.681
淨資產收益率：
-3.70%
總資產收益率：
-1.78%
市淨率：
3.96
市盈率(LYR):
-105.16
市銷率:
1.57
資料載入中...
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公司
新聞資訊
公告
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证券日报
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16:20","pubTimestamp":1774254000,"startTime":"0","endTime":"0","summary":"里昂发表报告指，小鹏2025年录得净亏损11亿元人民币，较2024年大幅改善，并符合市场预期。对于2026年，里昂预计由于加大AI投资以提升智能驾驶、机器人及robotaxi的长期增长潜力，公司仍将录得亏损。因此，该行上调小鹏2026及2027年收入预测3%和5%，以反映非汽车业务的正面前景；同时将H股目标价从77港元上调至80港元，小鹏ADR目标价维持20美元不变。维持“跑赢大市”评级。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250423100734384_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250423100734384_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1511483/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1511483/latest-news/AAFN","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":"aastocks_highlight","symbols":["BK1588","LU0593848301.USD","BK1587","BK1119","09868","BK1610","XPEV","BK1539","BK1575"],"gpt_icon":0},{"id":"2621778283","title":"首次單季盈利，小鵬汽車再砸70億元重押「物理AI」","url":"https://stock-news.laohu8.com/highlight/detail?id=2621778283","media":"新京报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621778283?lang=zh_tw&edition=fundamental","pubTime":"2026-03-23 15:25","pubTimestamp":1774250700,"startTime":"0","endTime":"0","summary":"将智能化的故事，升级为更宏大的“物理AI”叙事后，小鹏汽车正迎来一系列变化。飞行汽车、人形机器人与整车业务一同加速布局，共同构成小鹏的“物理AI”应用矩阵。业绩层面，2025年第四季度，小鹏汽车首次实现季度盈利；全年总收入达767.2亿元，创历史新高，净亏损收窄至11.4亿元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603233680860128.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603233680860128.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":["BK1610","EVS.SI","BK4551","BK4555","09868","LU0593848301.USD","BK4526","XPEG","XPEV","BK1587","BK4505","BK1539","BK1575","BK1119","BK4099","BK1588"],"gpt_icon":1},{"id":"2621722040","title":"小摩：重申小鵬汽車-W(09868)「增持」評級 看好AI佈局及新車周期","url":"https://stock-news.laohu8.com/highlight/detail?id=2621722040","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621722040?lang=zh_tw&edition=fundamental","pubTime":"2026-03-23 14:27","pubTimestamp":1774247263,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，摩根大通发布研报称，按非non-GAAP准则计算，小鹏汽车-W2025财年全年盈利较该行及市场预期高出50%至70%，表现亮眼。小摩认为，小鹏与蔚来-SW是中国汽车行业的核心复苏交易对象，并视之为2026年具吸引力的买入机会。预期在领先的技术布局、强劲的2026年新车型周期、盈利能力持续改善、稳健的海外增长动力及多元化业务贡献支持下，小鹏股价有望进一步重估。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1417267.html","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":"stock_zhitongcaijing","symbols":["BK1575","BK4555","BK4551","09868","BK1539","BK1587","EVS.SI","XPEV","BK1610","BK1588","BK1119","BK4526","BK4505","BK4099","XPEG","LU0593848301.USD"],"gpt_icon":1},{"id":"2621722270","title":"小鵬汽車何小鵬：圖靈芯片累計出貨超20萬片，今年全年出貨量目標近100萬片","url":"https://stock-news.laohu8.com/highlight/detail?id=2621722270","media":"国际金融报","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621722270?lang=zh_tw&edition=fundamental","pubTime":"2026-03-23 14:10","pubTimestamp":1774246243,"startTime":"0","endTime":"0","summary":"3月20日，小鹏汽车发布2025年第四季度及全年业绩会并召开线上业绩电话会议。财报显示，2025年全年，小鹏研发支出为94.9亿元，同比增长47%，其中AI相关研发投入为45亿元。会上，公司董事长何小鹏表示，第二代VLA模型性能提升，得益于自研图灵芯片与大模型、编译器的联合优化，实现有效算力10倍提升。自2025年三季度量产上车以来，图灵芯片累计出货量已超过20万片。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603233680737960.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603233680737960.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1539","BK4099","BK4588","BK4555","09868","BK1587","LU0593848301.USD","BK1575","BK4535","BK1610","BK1119","EVS.SI","BK4505","BK1588","BK4551","XPEG","XPEV","BK4585","BK4526"],"gpt_icon":0},{"id":"2621997724","title":"【券商聚焦】招銀國際維持小鵬汽車(09868/XPEV)「買入」評級 料下半年人形機器人量產有望成為股價上漲的催化劑","url":"https://stock-news.laohu8.com/highlight/detail?id=2621997724","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621997724?lang=zh_tw&edition=fundamental","pubTime":"2026-03-23 13:35","pubTimestamp":1774244139,"startTime":"0","endTime":"0","summary":"金吾财讯 | 招银国际研报指，小鹏汽车 4Q25收入同比提升38%至223亿元，创历史新高，较该机构的预测高5%，源于来自大众的技术研发服务收入和碳积分收入超预期。另外，2H26人形机器人量产有望成为股价上涨的催化剂：根据该机构的供应链渠道调研，小鹏计划在2026年底前生产2,000台Iron机器人。小鹏此前亦指引2030年实现人形机器人年销量100万台的目标，这或将带来翻倍的收入，而该机构目前仅在2027年的预测中反映了少量的机器人收入。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1977030","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4099","BK4551","LU0593848301.USD","XPEV","BK4526","EVS.SI","BK1588","BK4555","BK1539","BK1575","BK1587","09868","BK1610","XPEG","BK4505","BK1119"],"gpt_icon":1},{"id":"2621724381","title":"小鵬(09868.HK)成立Robotaxi業務部 旗艦SUV「小鵬GX」下季上市","url":"https://stock-news.laohu8.com/highlight/detail?id=2621724381","media":"阿斯达克财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621724381?lang=zh_tw&edition=fundamental","pubTime":"2026-03-23 13:19","pubTimestamp":1774243140,"startTime":"0","endTime":"0","summary":"小鹏汽车-W(09868.HK) Robotaxi业务部今日(23日)成立。该部门负责统筹产品定义、项目集成、研发测试及营运工作，采用一级组织模式运作，高效协同和复用小鹏汽车各中心平台化资源。资料显示，小鹏上月将自动驾驶中心与智能座舱中心合并，成立“通用智能中心”，完成从技术底层到“统一基座”的转变。Robotaxi业务部的设立，关键是向应用层加速商业落地。小鹏透露，其搭载第二代VLA模型的大六座旗舰SUV小鹏GX已于上月开启L4级自动驾驶常态化道路测试，将于第二季度上市。(ta/a) (港股报价延迟最少十五分钟。沽空资料截至 2026-03-23 12:25。)AASTOCKS新闻","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20220118163338010_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20220118163338010_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1511407/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1511407/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1539","BK1610","XPEV","09868","BK1119","BK1588","BK1587","LU0593848301.USD","BK1575"],"gpt_icon":0},{"id":"2621215967","title":"集體盈利！新周期來了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2621215967","media":"中国基金报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621215967?lang=zh_tw&edition=fundamental","pubTime":"2026-03-23 12:25","pubTimestamp":1774239900,"startTime":"0","endTime":"0","summary":"历经十年发展，头部造车新势力形成共识：车企想要穿越行业周期，一定不能有短板。2025年，一个被反复谈论的问题终于迎来答案——蔚来、小鹏、理想、零跑悉数盈利。具体来看，蔚来、小鹏均在2025年第四季度实现首次季度盈利；零跑在2025年实现首次年度盈利，理想则在2025年实现连续第二年年度盈利。这是造车新势力迈入商业正循环的信号。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603233680294141.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603233680294141.html","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":"stock_eastmoney","symbols":["09863","BK4551","XPEV","02015","BK4574","BK1588","BK4581","EVS.SI","BK4555","BK4531","BK4509","LU0052750758.USD","LU0593848301.USD","LU0708995583.HKD","BK1587","BK4532","BK1119","BK4534","NIOG","BK1610","LI","NIO.SI","BK4504","BK4526","BK4505","BK1539","LU0320764599.SGD","BK1575","BK4099","ROBO","BK4585","BK4588","NIO","XPEG","09866","09868","BK4548"],"gpt_icon":1},{"id":"2621218377","title":"《大行》高盛：小鵬(09868.HK)首季收入指引勝預期 料投資者關注毛利率指引等","url":"https://stock-news.laohu8.com/highlight/detail?id=2621218377","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621218377?lang=zh_tw&edition=fundamental","pubTime":"2026-03-23 12:14","pubTimestamp":1774239240,"startTime":"0","endTime":"0","summary":"高盛研究报告指，小鹏汽车(09868.HK) 2025年第四季毛利及EBIT均优于该行及市场预期，主要因服务及其他收入高于预期，以及政府补贴增加。虽然2026年首季交付量指引6.1万至6.6万辆较低，但收入指引122亿至132.8亿元人民币，则高于该行预期，可能受非汽车收入带动。该行预期投资者将关注小鹏汽车首季毛利率指引、人形机器人和自动驾驶的未来里程，以及全年新车型发布时间及海外扩张策略；现予“买入”评级及港股目标价85元。(ss/w)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-20 16:25。)AASTOCKS新闻","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20220118163147653_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20220118163147653_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1511386/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1511386/latest-news/AAFN","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":"aastocks_highlight","symbols":["BK1610","BK1587","BK1575","BK1588","LU0593848301.USD","XPEV","BK1119","BK1539","09868"],"gpt_icon":0},{"id":"2621866729","title":"《大行》花旗降小鵬(09868.HK)目標價至100元 料首季整體毛利率20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2621866729","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621866729?lang=zh_tw&edition=fundamental","pubTime":"2026-03-23 11:32","pubTimestamp":1774236720,"startTime":"0","endTime":"0","summary":"花旗发表研究报告指，小鹏-W今年首季汽车毛利率受惠产品组合改善及成本控制，预期可达10.5%，整体毛利率约20%。公司目标于今年底开始量产人形机器人，年底月产能可达1,000台，广州量产基地已于首季动工。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20240520153543042_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20240520153543042_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1511352/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1511352/latest-news/AAFN","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":"aastocks_highlight","symbols":["BK1588","BK1539","XPEV","LU0593848301.USD","09868","BK1610","BK1119","BK1587","BK1575"],"gpt_icon":1},{"id":"2621726627","title":"小鵬汽車－Ｗ(09868)出現大手買入7.42萬股，成交價$72.05，涉資534.611萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2621726627","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621726627?lang=zh_tw&edition=fundamental","pubTime":"2026-03-23 11:05","pubTimestamp":1774235100,"startTime":"0","endTime":"0","summary":"[大手成交]小鹏汽车－Ｗ(09868)在上午11:05出现大手买入，成交量为7.42万，成交价为港币$72.05，涉资534.611万。至目前为止，股价升0.628%，今日最高价为$73.4，而最低价为$67.55，总成交量为1.63千万股，总成交金额港币$11.474亿。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145552499_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145552499_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2603236743/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2603236743/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["XPEV","BK1119","LU0593848301.USD","BK1610","09868","BK1588","BK1539","BK1575","BK1587"],"gpt_icon":0},{"id":"2621725034","title":"《大行》野村降小鵬汽車(09868.HK)目標價至94元 看好實體AI長遠發展 維持「買入」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2621725034","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621725034?lang=zh_tw&edition=fundamental","pubTime":"2026-03-23 10:41","pubTimestamp":1774233660,"startTime":"0","endTime":"0","summary":"野村发表研究报告，指小鹏汽车的业务计划涵盖短长期策略，在相对强劲的产品线及双动力总成策略支持下，可望在2026年汽车市场中保持优势，同时公司正积极探索实体人工智能领域，以推动长远增长。该行相应将集团2026及2027财年收入预测下调10.7%及10.3%。该行现时预期小鹏将于2027财年实现扭亏为盈。但将目标价从113港元下调至94港元；维持“买入”评级，预期小鹏未来将实现可持续增长。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20260109154318066_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20260109154318066_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1511331/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1511331/latest-news/AAFN","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":"aastocks_highlight","symbols":["BK1588","BK1587","BK1539","BK1610","BK1575","09868","LU0593848301.USD","XPEV","BK1119"],"gpt_icon":1},{"id":"2621458725","title":"中金：維持小鵬汽車-W(09868)跑贏行業評級 目標價90港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2621458725","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621458725?lang=zh_tw&edition=fundamental","pubTime":"2026-03-23 10:32","pubTimestamp":1774233127,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中金发布研报称，当前小鹏汽车-W港/美股分别对应2026年1.2/1.1x P/S，维持跑赢行业评级，维持2026/27年盈利预测，维持港/美股目标价90港元/23美元，SOTP估值参考正文，分别较当前股价存26%/31%上行空间。中金主要观点如下：毛利率再创新高，实现首个季度盈利公司4Q交付116,249 辆，整体营收同比+38.2%至222.5亿元。汽车业务毛利率为13.0%;其他业务毛利率环比+8.5亿元至31.8亿元，主要系技术服务支持达到交付节点，以及碳积分业务收入增长。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1417193.html","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":"stock_zhitongcaijing","symbols":["BK4505","BK4526","XPEV","BK1588","LU0593848301.USD","BK1587","BK1119","09868","BK1610","BK4099","BK4551","EVS.SI","BK4555","BK1539","BK1575","XPEG"],"gpt_icon":1},{"id":"2621723142","title":"蔚小理各有本領","url":"https://stock-news.laohu8.com/highlight/detail?id=2621723142","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621723142?lang=zh_tw&edition=fundamental","pubTime":"2026-03-23 10:18","pubTimestamp":1774232301,"startTime":"0","endTime":"0","summary":"作者I山上 薛星星内卷的中国汽车行业从来不养闲人，能活下来的人各有本领。2025 年，中国最早的一批造车新势力企业“蔚小理”都进入了第二个十年，他们已经证明了自己能造好车、也能阶段性地卖好车，更能长久地讲好故事和未来。蔚小理们都在今年迎来产品大年，理想兜兜转转等着 L9 救市，蔚来把宝集中押在大型 SUV 市场，小鹏 MONA 降温要靠智驾和增程。理想预计今年一季度交付量同比减少 3.1% 至 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| 中東局勢緊張引發市場擔憂，小鵬汽車-W盤中大跌5.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=1186759392","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1186759392?lang=zh_tw&edition=fundamental","pubTime":"2026-03-23 09:35","pubTimestamp":1774229750,"startTime":"0","endTime":"0","summary":"小鹏汽车-W(09868)今日盘中股价大跌5.03%，引发了市场的广泛关注。消息面上，中东地缘政治紧张局势骤然升级。美国总统特朗普对伊朗发出48小时最后通牒，要求其重新开放霍尔木兹海峡，否则将面临军事打击。伊朗则强势回应，威胁将完全关闭霍尔木兹海峡。这一紧张局势引发了全球市场对能源供应和经济前景的担忧，导致风险资产普遍承压。受此影响，上周五美股市场大幅收跌，热门中概股多数走低，其中小鹏汽车美股(XPEV)下跌8.36%。地缘政治风险引发的市场避险情绪蔓延至港股市场，是导致小鹏汽车-W今日股价盘中下挫的重要原因。","market":"hk","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":["09868"],"gpt_icon":0},{"id":"2621748471","title":"賣得好不如賺得多 財報揭示新勢力車企競爭邏輯生變","url":"https://stock-news.laohu8.com/highlight/detail?id=2621748471","media":"证券日报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621748471?lang=zh_tw&edition=fundamental","pubTime":"2026-03-22 23:50","pubTimestamp":1774194600,"startTime":"0","endTime":"0","summary":"在新能源汽车行业由高速扩张转向高质量发展的背景下，新势力车企之间的竞争逻辑正在发生深刻变化。从零跑汽车、蔚来汽车、小鹏汽车、理想汽车四家港股上市的新势力车企陆续披露的2025年年报看，单纯依靠交付量增长抢占市场的阶段正在过去，盈利能力、体系效率、技术转化和持续投入能力，正成为企业发展的关键变量。","market":"us","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://finance.eastmoney.com/a/202603223679831087.html","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":"stock_eastmoney","symbols":["BK4588","BK4505","BK1575","BK1539","XPEV","09868","09863","BK4551","BK4503","EVS.SI","BK4099","02015","LI","BK1588","XPEG","BK4585","LU1720050803.USD","LU1794554557.SGD","BK4548","BK4526","BK1119","BK1610","BK4563","LU0593848301.USD","BK4555","BK1587"],"gpt_icon":1}],"pageSize":20,"totalPage":20,"pageCount":1,"totalSize":400,"code":"91000000","status":"200"}]}}