周三,蔚来股价于盘中强势拉升,截至发稿涨幅超5%。蔚来周二公布第一季度业绩,总收入同比增长21%至120.35亿元。汽车销售额同比增长18.6%至99.39亿元,汽车毛利率同比上升1个百分点至10.2%。在媒体沟通会上,蔚来创始人、董事长李斌进一步表示,公司最低谷的时期已经过去。他认为,考虑到汽车行业的季节性因素,一季度的亏损虽然在高位,但销售同比去年仍有一定幅度增长。预期今年二季度蔚来汽车将整体进入到上升通道,交付量将大概率高于去年四季度的传统高峰季节,并有望创造蔚来汽车季度交付的新高。
展望第二季度,蔚来预计交付量将在7.2万至7.5万台之间,同比增长约25.5%至30.7%,环比增长71%至78%。
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