蔚来(NIO)盘前涨4.2% 销量均价双超传统豪华品牌港美股同步迎来估值修复

金吾财讯

Jul 14

金吾财讯 | 蔚来(NIO)盘前表现走强，报5.14美元，涨4.26%。港股当日收涨8.66%。

消息面上，市场对蔚来品牌及整车产业链预期持续回暖。行情回暖依托企业产品交付与市场份额的双重突破，行业龙头地位持续巩固。产品端新品落地节奏良好，蔚来ES8大五座版于7月10日开启首批交付，市场终端反馈积极，助力品牌高端形象持续强化。销量维度实现历史性突破，2026年第二季度蔚来中国市场累计销量达10.74万辆，正式超越奥迪、宝马、奔驰等传统豪华车企同期销量，改写国内豪华车市场竞争格局。同时品牌成交均价持续攀升，5月、6月连续超越传统豪华品牌，高端市场议价能力全面凸显。

高盛上调公司投资评级，由 “持有” 升至 “买入”。分析师 Tina Hou 团队指出，蔚来有望跻身行业销量增速第一梯队，同时具备利润率抬升、利润与自由现金流持续转正的明确前景，核心依托全新 ES8、ES9 落地完成产品转型，叠加高端品牌护城河优势。研报判断，蔚来可将成熟产品运营策略复制至 20 万 - 40 万元区间的 5 系、6 系车型，预计 2027 年起拉动该系列销量回暖，稳固国内高端纯电赛道份额。高盛给出的 2026 至 2027 年盈利预测显著高于市场一致预期，逻辑在于高端品牌支撑定价韧性，同时优化营销投放，实现营收上行、运营费用下行。

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