蔚来(NIO)盘前涨超1% 机构指次季交付符合指引

金吾财讯
Jul 15, 2025

金吾财讯 | 蔚来(NIO)盘前涨超1%,截至发稿,报4.23美元。消息面上,中金发表研究报告指,蔚来乐道L90预售定价超市场预期,预计L90有望在高端大三排SUV市场保持领先。蔚来于次季合计交付72,056辆车,符合此前指引7.2万至7.5万辆交付量。另外,公司启动了内部的CBU改革(Cell Business Unit),首季财报会中,公司表示相关改革举措有望从次季起逐渐体现在报表中,费用端效率有望逐步优化,该行期待公司实现今年第四季盈利转正指引。

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