大摩评蔚来财报:四季度交付指引保守,但平均售价有望提升,预计Q4整车毛利率将达到18%

华尔街见闻
Nov 26

摩根士丹利认为,尽管蔚来四季度交付指引相对保守,但在产品结构优化和规模效应推动下,整车毛利率有望显著改善。 11月26日,据追风交易台消息,大摩在最新研报中对蔚来三季度财报给予积极评价,认为公司虽然下调四季度交付指引至12-12.5万辆,但整车毛利率有望达到18%,凸显盈利能力持续改善。 研报称,蔚来三季度净亏损收窄至37亿元人民币,好于摩根士丹利预期的43亿元亏损,主要得益于整车毛利率环比提升...

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