收入低于预期，费用支出略高于预期。蔚来2024年4季度营收197亿元(人民币，下同)，同/环比+15.2%/+5.5%，略低于预期，主因单车价格下降幅度较预期大，由3季度的27万元环比下滑至24万元，我们认为受较低价的乐道L60上量，同时蔚来品牌4季度促销力度加大的影响。汽车毛利率13.1%环比持平。销售/研发费用环比+18.7%/+9.6%，研发费用大致在管理层指引内，而乐道的渠道扩张和发布令...
Source Link收入低于预期，费用支出略高于预期。蔚来2024年4季度营收197亿元(人民币，下同)，同/环比+15.2%/+5.5%，略低于预期，主因单车价格下降幅度较预期大，由3季度的27万元环比下滑至24万元，我们认为受较低价的乐道L60上量，同时蔚来品牌4季度促销力度加大的影响。汽车毛利率13.1%环比持平。销售/研发费用环比+18.7%/+9.6%，研发费用大致在管理层指引内，而乐道的渠道扩张和发布令...
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