蔚来Q2展望:交付增长、毛利恢复、成本效率提升

业绩会速递
03 Jun

蔚来公布了2025年第二季度业绩展望和最新进展:
1. 第二季度交付指引72,000-75,000辆,同比增长25.5-30.7%。
2. 蔚来品牌车型毛利率预计提升至约15%,ES6在6月可能超过20%。
3. 整体毛利率有望在第二季度恢复至两位数。
4. 成本削减措施显现成效,第二季度研发费用目标提升效率15%。
5. 新世界模型(NWM)智能驾驶系统5月底推出后获得用户积极反馈。
6. ADAS芯片转为自研9031芯片,每车节省约1万元成本。
7. 安沃品牌销售势头良好,管理层调整后5月交付量环比4月增长42%。
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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