异动解读 | 蔚来盘中大涨5.65%,受首次单季盈利及芯片子公司融资提振

异动解读
Mar 16

蔚来(NIO.SI)今日盘中股价大涨5.65%,市场表现强劲。

消息面上,此次股价上涨主要受到公司近期发布的积极财务数据及战略进展的推动。蔚来此前发布了2025年第四季度及全年财务报告,数据显示公司在该季度实现了12.5亿元人民币的经调整经营利润,这是其成立以来首次在单季度跨过盈亏平衡线。盈利主要得益于主力车型全新ES8的降价走量策略以及公司内部推行的全面降本措施。

与此同时,蔚来董事会宣布了一项面向创始人兼CEO李斌的长期股权激励计划,旨在将管理层的个人利益与公司实现“持续盈利”的长期战略目标深度绑定。此外,公司旗下芯片子公司安徽神玑近期完成了超22亿元人民币的首轮股权融资,投后估值近百亿,展现了市场对其技术实力的认可。汽车行业分析也指出,伴随地方促消费政策加速落地及新车上市,市场景气度有望逐步回暖,为板块上涨提供了支撑。

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