金吾财讯 | 蔚来（NIO）公布2026年第二季度未经审计财报。二季度非GAAP摊薄每股收益0.00美元，好于市场预期的-0.02美元；总营收47.4亿美元，同比增长69.1%，较市场预期低2.1亿美元。2026年二季度整车交付107658台，同比增长49.4%，环比一季度提升29.0%。7月、8月公司分别交付35934台、35836台，截至8月31日，年内累计交付26.29万台，历史累计交付突破126万台。分品牌看，蔚来品牌交付60945台，乐道（ONVO）29124台，萤火虫（FIREFLY）17589台。二季度车辆销售收入折合人民币290.58亿元，同比大增80.1%。截至6月末，公司各类现金、投资及定期存款合计567亿元人民币（84亿美元）。展望2026年第三季度，蔚来预计车辆交付区间10.8万-11.1万台，同比增长24.0%-27.5%。总营收折合人民币332.85亿元-340.51亿元，同比增长52.7%-56.2%。
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