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零跑汽車(09863.HK)一季度收入100.2億元 同比增長187.1%
格隆匯 05-19 19:10

格隆匯5月19日丨零跑汽車(09863.HK)公吿,2025年第一季度的收入為人民幣100.2億元,同比增長187.1%,主要原因是(1)公司銷量同比增長達162.1%;(2)產品組合優化,單車收入同比增長4.9%。

2025年第一季度的毛利率創歷史新高,達14.9%,2024年同期為(1.4)%,2024年第四季度為13.3%,環比提升1.6個百分點。同比改善主要由於(i)銷量上升帶來的規模效應;(ii)持續進行的成本管理工作;(iii)產品組合的優化。環比改善的主要原因系戰略合作帶來的毛利增長。

公司在手資金充裕,截至2025年3月31日的現金及現金等價物、受限制現金、按公允價值計入損益的金融資產及銀行定期存款結餘為人民幣257.0億元。

公司是2025年一季度銷量同比增速最快的新勢力汽車品牌,並在2025年3月和4月連續位居中國新勢力品牌銷量第一名。

2025年第一季度汽車交付量為87,552輛,較2024年同期增長162.1%;2025年第一季度C系列交付67,812輛,佔總銷量的77.5%,較2024年同期佔銷量比例增長了5.7個百分點;截至2025年4月9日,公司達成累計交付超70萬台的里程碑。截至2025年4月2日,自2024年3月上市的C10累計交付量突破10萬台;全新B平台首款車型B10於2025年4月10日正式上市至本公吿日期交付超萬台,實現上市即上量。

公司在2025年5月1日至5日取得了訂單超18,000台的好成績,2025年5月5日單日獲取訂單超3,700台,其中C11單日獲取訂單達1,099台。

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