蔚來汽車轉漲,現漲超3%
該公司今日發佈,Q2營收102.9億元,同比增長21.8%,環比增長3.9%,市場預期96.67億元;Q2淨虧損27.45億元,同比增加369.6%,環比增加54.7%,市場預期虧損20.29億元。第二季度的汽車交付量爲25059輛,車輛銷售額爲人民幣95.708億元,同比增長21.0%,環比增長3.5%。 公司還預計第三季度收入爲128.5億元至136億元,市場預期爲162.3億元;預計第三季度的汽車交付量爲3.1萬至3.3萬輛。
蔚來汽車創始人李斌今日在蔚來2022年Q2財報電話會上表示,蔚來汽車大衆化市場品牌研發進展按計劃進行,會使用NT3平臺。對於第三品牌的傳聞,李斌稱,蔚來在過去兩三年認知到,加快油轉電確實需要更多產品去引入更多更廣泛的用戶,並看到過去一年裏中國各級別市場電動車增長迅速。基於此,蔚來也看到一些用戶體驗創新的機會。“我們經過充分驗證後,會將商業模式和技術上創新帶給更多用戶。”李斌表示。
在9月7日的第二季度財報電話會議上,蔚來汽車(NIO.N)CEO李斌表示,今年第三季度,蔚來的供應鏈確實也受到一定的疫情影響,但整體來說,汽車供應鏈受疫情影響相較於第二季度大幅降低。此外,就第三季度車輛生產所遇到的“良率”問題,蔚來採取了多種措施,例如通過派遣工程師幫助供應鏈合作夥伴提升“良率”、引入新合作夥伴等。李斌表示,這一問題在十月份可以得到根本解決,蔚來對於第四季度的交付十分有信心,但這也意味着,第四季度供應鏈和生產端壓力會大一些。
蔚來公佈2022年第三季度交付指引爲31000-33000臺,爲單季最高交付指引。在財報電話會上,蔚來創始人李斌透露,綜合來看,公司對四季度交付及完成全年目標比較有信心。
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