小鵬(09868.HK)隨ADR急跌逾12%創五個月低 次季虧損倍增兼交付量指引遜預期
小鵬(09868.HK)次季虧損年增逾1.2倍,料第三季汽車交付量最多3.1萬輛按季倒退,大摩指小鵬第三季交付量指引按季減少10%-16%令人意外。此外,據報小鵬車型在上海市新能源汽車專用牌照申領時不能通過。
該股五連跌,今早跟隨ADR股價曾挫12.6%低見72.5元,創逾五個月低,現報72.7元,急挫12.4%,成交增至833萬股,涉資6.15億元;小鵬(XPEV.US)昨晚ADR挫近11%收18.73美元。
小鵬昨晚收市後公布,截至6月止第二季虧損擴大逾1.2倍至27.01億元人民幣(下同),每股虧損1.58元,每股美國存託股淨虧損3.16元。期內,總收入按年升近98%至74.36億元;毛利率按年減少100點子至10.9%;汽車交付量按年升98%至34,422輛。非公認會計原則計算下,小鵬次季淨虧損由上年同期10.96億元,擴大至24.64億元。公司預計,第三季度汽車交付量介乎29,000至31,000輛,按年增長13%至20.8%;總收入介乎68-72億元,按年升約18.9%-25.9%。
據《證券時報》報道,近日有內地網友表示其購買的小鵬旗下車型在上海市新能源汽車專用牌照申領時,辦理狀態顯示審核不通過。對此,小鵬汽車客服向媒體回應稱,已有一段時間相關材料暫未提交,此事件是由於上海服務中心搬遷,相關信息未及時上傳系統,所以導致部分客戶的額度單審批失敗,現在已經全面恢復。
其餘電動車股蔚來(09866.HK)、藍籌比亞迪(01211.HK)及理想汽車(02015.HK)也依次跌逾3%-6%,分別低見141.7元、261.6元、111.7元。
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