蔚来发布了Q3财报,粗略一看,一派“形势大好”:交付、营收创历史新高,毛利率回到高位,最亮眼的是现金储备环比增长了近一百个小目标,达到了367亿元。在当下这个节点,这份财报确实有不少可圈可点之处。抛开那些华丽的同比环比增长数据,我们更应该关注的是,蔚来的内生性增长动力,是不是真的起来了。1. 增长质量比增长数字更值得玩味本季度87,071台的交付量和217.9亿元的营收,双双创下新高,这当然是好事...
Source Link蔚来发布了Q3财报,粗略一看,一派“形势大好”:交付、营收创历史新高,毛利率回到高位,最亮眼的是现金储备环比增长了近一百个小目标,达到了367亿元。在当下这个节点,这份财报确实有不少可圈可点之处。抛开那些华丽的同比环比增长数据,我们更应该关注的是,蔚来的内生性增长动力,是不是真的起来了。1. 增长质量比增长数字更值得玩味本季度87,071台的交付量和217.9亿元的营收,双双创下新高,这当然是好事...
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