蔚来瞄准第四季度盈亏平衡,毛利率改善及新车型助力

业绩会速递
03 Jun

蔚来公布了2025年第二季度业绩及未来展望:
1. 第二季度交付指引72,000-75,000辆,同比增长25.5-30.7%。
2. 预计第二季度蔚来品牌车型毛利率将提升至15%左右。
3. 预计第二季度整体毛利率将回升至两位数。
4. 新款ES6、EC6、ET5和ET5T上市,毛利率有所改善,ES6超过20%。
5. 蔚来计划在2025年第四季度实现盈亏平衡,目标如下:
- 各品牌月销量合计约5万辆
- 毛利率17-18%
- 销售及管理费用占收入约10%
- 研发费用占收入6-7%
6. 暂无计划将5系和6系车型升级至800V平台。
声明:本业绩会速递内容由人工智能生成,仅供参考,因技术所限可能存在不准确之处,不构成任何投资建议或承诺。

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