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小鵬汽車-W(09868.HK)一季度營收74.5億元 同比增長152.6%

格隆匯5月23日丨小鵬汽車-W(09868.HK)發佈2022年第一季度的未經審計財務業績,2022年第一季度總收入為人民幣74.549億元,較2021年同期上升152.6%,以及較2021年第四季度減少12.9%;毛利率為12.2%,相較而言,2021年同期為11.2%而2021年第四季度為12.0%;2022年第一季度小鵬汽車普通股股東應占淨虧損為人民幣17.008億元,相較而言,2021年同期為人民幣7.866億元而2021年第四季度為人民幣12.872億元。

2022年第一季度汽車銷售收入為人民幣69.988億元,較2021年同期的人民幣28.103億元上升149.0%並較2021年第四季度的人民幣81.872億元減少14.5%。按年增長主要由於汽車交付量(特別是P7及P5)增加所致,而按季減少則是在受與春節有關的季節性因素影響下汽車交付量減少所致。

2022年第一季度汽車總交付量為34,561輛,較2021年同期的13,340輛上升159%;2022年第一季度智能運動型轎車P7交付量為19,427輛,較2021年同期的7,974輛上升144%。智能運動型轎車P7每月交付量於2022年3月首次突破9,000輛;2021年10月開始量產後,智能家庭型轎車P5的交付量保持穩步增長的勢頭,於2022年第一季度達到10,486輛,其中超過50%可支持XPILOT3.0或XPILOT3.5。

截至2022年3月31日,小鵬汽車的實體銷售網絡持續擴張,包括合共366間門店,覆蓋138個城市。截至2022年3月31日,小鵬汽車自營充電站網絡進一步擴展至933座充電站,包括757座小鵬汽車自營超級充電站及176座目的地充電站。

"我們的第一季度業績為2022年強勢開局。對我們的高品質電動車產品的需求強勁,而我們的自研技術繼續領先行業。"小鵬汽車董事長及首席執行官何小鵬先生表示。"優秀的自研技術開發能力以及積極主動的供應鏈管理,使我們可以更高效地應對供應鏈方面的挑戰。儘管受到半導體短缺和新冠疫情的影響,我們仍有信心擴大市場份額。"

對於2022年第二季度,公司預期:汽車交付量將介乎31,000至34,000輛,按年增長約78.2%至95.4%;總收入將介乎人民幣68億元至人民幣75億元,按年增長約80.8%至99.4%。

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