金吾财讯 | 蔚来(09866)高开15%，报43.86港元，盘前成交额938.74万港元。隔夜美股蔚来(NIO)大涨15.38%，报5.7美元。公司公布业绩显示，第四季度归属于蔚来集团普通股股东净利润为1.22亿元(人民币，下同)，同比扭亏为盈；每股基本利润0.05元，去年同期每股基本亏损3.45元。期内，公司收入总额346.5亿元，同比增长75.86%。第四季，汽车交付量为124,807辆，较2024年第四季度增长71.7%、较2025年第三季度增长43.3%。毛利为60.741亿元，较2024年第四季度增长163.1%、较2025年第三季度增长100.8%。CEO李斌表示，在高端市场，纯电车型的用户心智已经开始建立。在高端市场，纯电车型的渗透率在去年已经实现了翻倍。2025年，在成交价30万以上的高端市场中，纯电车型销量同比增长是58%，增程车型同比下降了4%。高端市场BEV的渗透率从2024年第四季度的14%，上升到了2025年第四季度的27%。
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