01/09/2025, 10:16 AM UTC
蔚来:高增长与一点点的折扣NIO: High Growth And A Bit Of A Bargain
1、2024年第三季度蔚来收入同比增长7%至26亿美元,毛利率同比增长31.8%,尽管股价下跌38%。2、第四季度交付量前景乐观,12月同比增长72.9%,符合管理层指引,反驳了看跌观点。3、蔚来在中国电动汽车市场排名第三,受益于政府补贴,通过品牌定位和效率提升追求长期盈利。1. NIO's Q3 2024 revenues increased by 7% QoQ to $2.6B, with a gross profit rise of 31.8% YoY, despite a 38% stock price drop. 2. Q4 delivery numbers are promising, with a 72.9% YoY increase in December, aligning with management's guidance and countering bearish arguments. 3. NIO ranks 3rd in the Chinese EV market, benefiting from government subsidies, and aims for long-term profitability through brand positioning and efficiency gains.---
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