蔚来-SW(09866)今日盘中大涨5%，引起了市场的广泛关注。
消息面上，蔚来近期利好消息频传。首先，蔚来旗下芯片子公司安徽神玑技术完成首轮股权融资，融资金额超22亿元人民币，投后估值近百亿，这是2026年车规芯片赛道最大额的首轮融资，标志着车企造芯从内部自用走向市场化融资。其次，蔚来发布2025年第四季度及全年财报，数据显示公司首次实现季度盈利，2025年四季度经调整经营利润达12.5亿元，同时全年新车交付量同比增长46.9%，营收和毛利均实现显著增长。
此外，浦银国际发布研报称，蔚来四季度如期实现盈利，经营质量有望进一步改善，考虑到公司年内将有多款新车型发布上市，业绩的持续改善有望进一步修复估值。蔚来董事会还向创始人李斌授予了长期股权激励计划，将个人利益与公司"持续盈利"战略深度绑定，增强了市场对公司长期发展的信心。
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