| NIO 蔚来 | | | | --- | --- | --- | | 6.380 + -0.130 -2.00% | | 收盘价 08/29 15:59 美东 | | 6.490 + 0.110 +1.72% | | 盘前价 09/02 04:11 美东 | | 雪 5 24 4 5 8 9 | | ● 快捷交易 | | 最高价 6.510 | 开盘价 6.435 | 成交量 5762.97万 | | 最低价 6.260 | 昨收价 6.510 | 成交额 3.66亿 | | 平均价 6.351 | 市盈率TM 亏损 | 总市值 143.29亿 (…) | | 振 幅 3.84% | 市盈率(静) | 总股本 22.46亿 | | 换手率 3.62% | 市净率 -277.391 | 流通值 101.63亿 | | 52周最高 7.710 | 委 比 77.78% | 流通股 15.93亿 | | 52周景低 3.020 | 量 比 0.40 | 每 手 1股 | | 历史最高 66.990 | 股息TTM -- | 换股比率 1.00 | | 历史最低 1.190 | 股息率TM -- | | 蔚来(N ...

Core Viewpoint - NIO is entering a phase of recovery and aims for profitability in Q4 2025, despite challenges ahead [1][3][8] Group 1: Company Strategy and Goals - NIO plans to achieve quarterly profitability by Q4 2025, with CEO Li Bin emphasizing the need to focus on this goal [3][9] - The company has introduced a standard 100kWh long-range battery pack across all models, effectively reducing prices by approximately 38,000 yuan [4][7] - NIO's strategy includes leveraging self-developed technology and supply chain efficiencies to reduce costs, with significant savings expected to benefit both users and the company's financial health [4][7][8] Group 2: Market Performance and Production - In August, NIO delivered approximately 31,300 new vehicles, marking a historical high, with the L90 model contributing about 10,600 units [9][11] - The production of the L90 and L60 models is shared across two factories, with a focus on enhancing production capacity in the coming months [9][11] - Due to high demand for the L90, the delivery of the L80 model has been postponed, indicating a strategic prioritization of resources [11] Group 3: Customer Relations and Feedback - Some existing NIO customers have expressed dissatisfaction regarding perceived reductions in vehicle specifications, prompting the company to prioritize overall business stability [7][8] - NIO's leadership acknowledges the challenge of balancing new customer offerings with the interests of existing users, emphasizing the importance of sustainable business practices [7][8]

Group 1 - The core viewpoint of the article highlights a collective rise in Hong Kong automotive stocks on September 2, with notable increases in share prices for several companies [1] Group 2 - BYD Company saw a share price increase of 3% [1] - Li Auto and Brilliance China Automotive both experienced a rise of 1.3% [1] - Other companies such as GAC Group, Leap Motor, Great Wall Motors, NIO, and Geely also reported increases in their stock prices [1]

Core Viewpoint - The Hong Kong automotive stocks experienced a collective rise, led by BYD's 3% increase, with other companies like Li Auto and Brilliance China also showing gains, reflecting positive delivery results for August from domestic automakers [1] Group 1: Company Performance - BYD's August sales of new energy vehicles reached 373,600 units, showing a year-on-year growth of 0.15% and a month-on-month increase of 8.52% [1] - Great Wall Motors reported August sales of 115,600 vehicles, a year-on-year increase of 22%, with new energy vehicle sales at 37,500 units [1] - SAIC Group's new energy vehicle sales in August were 129,800 units, representing a year-on-year growth of 49.89% [1] Group 2: Market Trends - Domestic automakers are releasing their August delivery results, with Leap Motor delivering 57,100 units, Xpeng delivering 37,700 units, and NIO exceeding 30,000 units, all achieving historical highs [1] - Xiaomi's automotive division has also delivered over 30,000 units for the second consecutive month [1] - The Secretary-General of the China Passenger Car Market Information Joint Conference, Cui Dongshu, noted that the diversification of domestic demand and exports is changing the structure of the regional car market [1] Group 3: Future Outlook - With the favorable environment created by the national "two new" policies promoting passenger car consumption, it is expected that the national retail volume of passenger cars will grow by 10% annually by 2025, with good growth observed from February to July [1]

Market Performance - The Hang Seng Index (HSI) rose by 539 points or 2.2%, closing at 25,617 points, driven by Alibaba's influence[1] - The National Index increased by 174 points or 1.9%, closing at 9,121 points[1] - The Hang Seng Tech Index gained 124 points or 2.2%, ending at 5,798 points[1] - Total market turnover reached HKD 380.23 billion[1] Economic Indicators - The People's Bank of China conducted a 182.7 billion yuan reverse repurchase operation at a rate of 1.4%[1] - The USD/CNY midpoint was adjusted down by 42 points to 7.1072[1] - In July, the total retail sales value in Hong Kong was estimated at HKD 29.7 billion, a year-on-year increase of 1.8%, below the expected 2.5%[2][3] Automotive Sector Insights - BYD reported a production of 353,090 new energy vehicles in August, a year-on-year decrease of 3.8%[3] - Li Auto delivered 28,529 vehicles in August, a decrease of approximately 7.2% from July[4] - NIO delivered 31,305 vehicles in August, marking a year-on-year growth of 55.2%[4]

【#多家车企披露8月交付量##8月理想汽车交付量被蔚来反超#】9月1日，多家车企披露8月交付量或销 量。8月，小鹏汽车、零跑汽车、蔚来汽车、小米汽车交付量均突破3万辆。具体来看，8月，零跑汽车 交付量再创新高，达5.71万辆，同比增长超过88%，连续六个月稳居新势力品牌月交付领先位置。今年 以来，零跑汽车以持续向好的发展势头，展现出强劲的市场竞争力。在交付量的提振下，今年上半年， 零跑汽车首次实现半年度净利润转正。 紧随其后的是小鹏汽车，8月交付新车3.77万辆，同比增长169%，环比增长3%，单月交付量再创历史新 高。其中，小鹏MONA M03交付超1.5万辆，总交付量突破16万辆。今年小鹏汽车持续加快新产品上 市，8月27日，全新小鹏P7正式上市，上市7分钟大定突破万辆。小鹏汽车预计，自9月起总交付量超过 4万辆。 8月，蔚来汽车交付新车3.13万辆，同比增长55.2%，创历史新高。其中，蔚来品牌交付新车1.05万辆， 乐道品牌交付新车1.64万辆，firefly萤火虫品牌交付新车4346辆。乐道L90上市首月交付1.06万辆，是蔚 来历史上交付破万辆最快的车型。乐道L90出色的交付表现，也成为蔚来汽车" ...

以下文章来源于深水财经社 ，作者乌海 深水财经社 . 挖掘资本市场价值，揭开资本市场内幕。 导语：四季度能不能盈利，将是蔚来的一个重要转折点。如果真的能实现盈利，那对于提升用户信 心、稳定市场预期、增强品牌竞争力等等，都将起到巨大的作用。 最近，"晚点Auto"公众号曝光的蔚来创始人李斌的内部讲话让人有点捏了一把汗。 李斌一方面说所有企业最终都会倒闭，这话听着就有点让人心里打鼓，这不就是暗示蔚来也有 那么一天嘛。 可另一方面又信誓旦旦地保证，在蔚来车的生命周期内，公司肯定不会倒闭。 这可就有点意思了，到底是李斌胸有成竹，还是大话太早呢？咱们好好捋一捋。 这亏损的速度也有点快呀。 先看看李斌为啥这么早放话四季度要盈利？ 据8月31日快科技报道，8月29日李斌在公司内部那场约90分钟的全员讲话里就提到，现在很 多用户其实挺认可蔚来的车、服务和技术的，但就是不买，至少30%-40%的原因是担心蔚来 会不会倒闭。 李斌想着， 要是四季度能盈利，那这个谣言不就不攻自破了嘛，用户信心也能增强，好多问题 也就迎刃而解了。 蔚来是一家上市公司，公司的财报都是透明的。蔚来过去这么多年确实是亏损的，这些钱亏到 哪去了呢？主要亏在 ...

【今日头条】 稳定币条例实施首月收获 77 宗申请意向 香港金管局重申：初阶段只发数个稳定币牌照 智通财经 APP 获悉，《稳定币条例》8 月 1 日起实施，香港金管局早前鼓励有意申请香港稳定币发行 人牌照的机构，于 8 月 31 日或之前联系该局。香港金管局发言人 9 月 1 日公告，8 月一同收到 77 宗申 请意向，涉及机构来自银行、科技企业、证券 / 资产管理 / 投资公司、电商、支付机构、初创 /web3 企 业等。发言人再次重申，在条例实行初阶段，只会批出数个稳定币牌照。 【大势展望】 美股9月1日休市 受美国劳动节假期影响，美股将于9月1日休市一日。CME旗下贵金属、美油合约交易提前于北京时间2 日02:30结束，股指期货合约交易提前于北京时间2日01:00结束;ICE旗下布伦特原油期货合约交易提前于 北京时间2日01:30结束。 【热点前瞻】 港交所 (00388) 优化按金抵押品安排 非现金抵押品融通费用将降至 0.25% 智通财经 APP 获悉，9 月 1 日，香港交易所 (00388) 宣布，将优化旗下证券及衍生产品结算所的按金抵 押品安排。有关措施是港交所致力提升市场效率及降低市场参与 ...

Core Insights - The electric vehicle (EV) market in August experienced a significant rebound, with brands like Leapmotor, Xpeng, and NIO achieving historical sales highs, while Li Auto faced a decline for three consecutive months [2] Group 1: Sales Performance - BYD sold 373,626 vehicles in August, a slight increase from 373,083 units year-on-year, with overseas sales growing by 146.4% to 80,464 units [5][7] - SAIC-GM-Wuling's total sales reached 132,000 units, up 18.5% year-on-year, with new energy vehicle sales increasing by 10.6% to 80,611 units [10] - Leapmotor achieved a record high of 57,066 units sold in August, marking an over 88% year-on-year growth [20] - Xpeng delivered 37,709 vehicles, a 169% increase year-on-year, setting a new monthly record [23] - NIO's deliveries reached 31,305 units, up 55.2% year-on-year, also a historical high [26] - Xiaomi's deliveries exceeded 30,000 units for the second consecutive month, indicating strong market performance [30] - Li Auto delivered 28,529 vehicles, continuing a three-month decline [32] - Lantu's sales grew by 119% year-on-year, totaling 13,505 units [35] - Avita's sales reached 10,565 units, a 185% increase year-on-year [38] - Zhiji delivered 6,108 vehicles, with the new Zhiji L6 performing well in the market [43] - Jishi delivered 1,358 units, achieving a historical high and continuous growth [45] - Hongmeng Zhixing delivered 44,579 vehicles, with total deliveries surpassing 900,000 units, showcasing strong market acceptance [49]

Core Insights - In August, various new energy vehicle brands reported significant delivery numbers, with Leap Motor leading the pack with a record delivery of 57,066 vehicles, marking a year-on-year increase of over 88% [1][2] - Leap Motor's cumulative deliveries reached 328,859 vehicles from January to August, reflecting a year-on-year growth of 136.4% [1][2] - The overall market for new energy vehicles showed a positive trend, with a total retail sales estimate of 1.1 million units in August, achieving a penetration rate of 56.7% [5][6] Company Performance - **Leap Motor**: Delivered 57,066 vehicles in August, with a cumulative total of 328,859 vehicles for the year, and is expected to reach 1 million cumulative deliveries by the end of the year [1][2] - **Xpeng Motors**: Achieved 37,709 deliveries in August, a year-on-year increase of 168.7%, with a cumulative total of 271,615 vehicles for the year [2][3] - **NIO**: Delivered 31,305 vehicles in August, a 55.2% year-on-year increase, with cumulative deliveries reaching 838,036 vehicles [3] - **Xiaomi Motors**: Exceeded 30,000 deliveries for the second time since its launch, with plans to expand its retail presence [3] - **Li Auto**: Reported 28,529 deliveries in August, with a cumulative total of 1,397,070 vehicles [4] Market Trends - The overall retail sales of narrow passenger vehicles in August were approximately 1.94 million units, showing a month-on-month increase of 6.2% and a year-on-year increase of 2.0% [5] - The market is expected to perform better in September due to the traditional peak season and the implementation of national and local purchase subsidies [6]