蔚来2026年成本承压毛利受考验,维持增长目标并借服务与芯片破局

ITBEAR科技资讯
Mar 11

在近期举行的财报电话会议上,蔚来汽车首席财务官曲玉透露,受全球大宗商品市场波动影响,2026年铜、碳酸锂等关键原材料价格预计将持续攀升,这给企业的成本管控和盈利空间带来显著挑战。尽管全年具体影响程度尚待进一步评估,但公司已联合供应链伙伴启动专项应对方案,通过优化生产流程、提升运营效率等方式降低原材料涨价对毛利率的冲击。会议披露,蔚来将维持2025年设定的40%-50%年度销量增长目标,并重申实现...

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