蔚來Q2總營收同比增長127.2%超預期，淨虧損因需求反彈同比收窄50.1%
當地時間8月11日，蔚來(NIO.US)公佈截至2021年6月30日的2021年第二季度業績。財報顯示，該公司Q2總營收84.48億元(人民幣，下同)，上年同期37.19億元，同比增長127.2%，市場預期82.9億元。
第二季度汽車交付量爲21896輛，其中包括9935輛ES6, 7528輛EC6和4433輛ES8，而2020年第二季度交付量爲10331輛，2021年第一季度交付量爲20060輛。
2021年7月交付量爲7931輛，同比增長124.5%。截至2021年7月31日，ES8、ES6和EC6的累計交付量達到125528輛。
第二季度，汽車銷售額爲79.12億元，同比增長127.0%，環比增長6.8%。汽車銷售毛利率爲20.3%，上年同期爲9.7%，2021年第一季度爲21.2%。
第二季度的毛利率爲18.6%，上年同期爲8.4%，2021年第一季度爲19.5%。
淨虧損5.87億元，較上年同期11.77億元縮窄50.1%;歸屬於普通股股東淨虧損爲6.59億元，同比縮窄45.4%;歸屬於普通股股東基本和攤薄後每ADS虧損爲0.42元，上年同期虧損爲1.15元，市場預期每ADS淨虧損0.50元。
據悉，蔚來公佈第二季度虧損收窄的原因是購車者需求回升。該公司表示，正與半導體供應商合作，以減輕全球芯片短缺對生產的影響。
截至2021年6月30日，現金和現金等價物、限制性現金和短期投資爲483億元(合75億美元)。
公司預計，2021年Q3汽車交付量爲2.3萬-2.5萬輛，同比增長約88.4%-104.8%，環比增長約5.0%-14.2%。
公司還預計，Q3總營收89.130億元(合13.804億美元)-96.311億元(合14.917億美元)，同比增長約96.9%-112.8%，環比增長約5.5%-14.0%。
蔚來創始人兼首席執行官李斌在聲明中表示:“隨着全球電動汽車普及率開始達到一個臨界點，我們認爲有必要加快推出新產品，提供更多高端智能電動汽車產品。”
他表示:“儘管全球供應鏈仍面臨不確定性，但我們一直在與合作夥伴密切合作，以提高整個供應鏈的生產能力。”
截止發稿，蔚來盤後漲0.71%，報44.28美元。截至週三收盤，該股今年以來累計下跌了9.8%。
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