小鵬汽車(09868.HK):除受疫情影響地區 5月訂單已恢復至漲價前水平
小鵬汽車(09868.HK)(XPEV.US)董事長兼首席執行官何小鵬在業績投資者會議上表示,除受疫情影響地區,預期5月訂單量已恢復到與漲價前相若的水平,第二季度交付指引爲31,000輛至34,000輛。
今年3月在疫情之下交付1.5萬輛,新增訂單創下歷史新高,在手訂單規模達到歷史高位。 爲覆蓋電池和原材料成本上漲,自3月21日起,小鵬汽車全線產品提價10,000元人民幣(下同)至20,000元,漲價後市場需求仍有強勁韌性。
電池供應方面,何小鵬表示,公司在第二季度基本完成電池供應多元化的佈局,將有效降低在特定區域集中及供應商集中所帶來的風險。中期來看,電池價格會比當前高峯有相當比例的下降。
何小鵬透露,集團計劃第三季度正式上市發售旗艦SUV車型G9,於第四季開始大規模交付,並指新車型推出將結構性改善毛利,公司中長期目標是將整體毛利率提升至25%以上。(ta/s) ~
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