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李斌称蔚来四季度盈利需靠多卖车
Xin Lang Ke Ji· 2025-10-20 05:04
他提到,外部和内部有人将CBU误解为降本措施,实际上CBU是为了提高效率、提高产出、提高回报 率。"一个公司资源不是无限的,CBU的目的是让每个人在花钱时候,想清楚价值创造在哪、回报如 何。如果知道如何驾驭投入和产出的关系,公司不会缺钱;如果不知道,钱全都是白花。机会成本是最 大的成本。"李斌表示。(新浪科技) 【#李斌称四季度盈利要靠多卖车#】蔚来创始人、董事长、CEO李斌在最近一次针对中高层人员的内部 会议上表示,今年四季度盈利是必须实现的一件事,"实现季度盈利是我们整个团队证明运营效率、经 营能力必须要交出的答卷,也是我们必须实现的一件事情。这不是为了做给别人看,而是我们整个公司 实现长期可持续发展的基石。" 李斌认为,四季度盈利的前提是公司做好以下三件事:第一、做好重点车型营销;第二、供应链保供与 降本;第三、按时交付高质量软件版本。"是靠多卖车实现盈利,而不是仅靠砍费用去实现盈利,不能 竭泽而渔。"李斌表示。 ...
蔚来-SW午前涨超4%!蔚来CEO李斌重申四季度盈利目标必须实现,9月交付新车34,749台,创下月度新纪录
Ge Long Hui· 2025-10-20 04:25
Core Viewpoint - NIO-SW (09866) shares rose over 5% during trading, with a current price of 52.55 HKD and a trading volume of 165 million HKD, following an internal meeting where CEO Li Bin emphasized the importance of achieving profitability by Q4 2025 [2] Group 1: Company Performance - In September, NIO delivered a record 34,749 vehicles, marking a 64% year-on-year increase [2] - Deliveries included 13,728 vehicles under the NIO brand, 15,246 under the Ladao brand, and 5,775 under the Firefly brand [2] Group 2: Strategic Goals - Li Bin outlined three specific actions to achieve the profitability target: enhancing marketing for key models, ensuring supply chain stability and cost reduction, and timely delivery of high-quality software versions [2] - Analysts from Kaisheng Securities indicated that models L90 and ES8 are expected to drive a sales momentum reversal in H2 2025, with Q4 2025 potentially being a turning point for sales [2]
蔚来创始人李斌:四季度盈利必须实现!是靠多卖车实现盈利,而不是仅靠砍费用去实现盈利,不能竭泽而渔
Sou Hu Cai Jing· 2025-10-20 04:13
Core Viewpoint - The CEO of NIO, Li Bin, emphasized that achieving profitability in Q4 is essential for the company's long-term sustainable development, highlighting it as a measure of operational efficiency and management capability [2] Group 1: Profitability Goals - Li Bin stated that achieving profitability in Q4 is a must for the company, serving as a critical benchmark for the team's performance [2] - The focus on Q4 profitability is not for external validation but is fundamental for the company's sustainable growth [2] Group 2: Key Strategies for Profitability - Li Bin outlined three key strategies to achieve profitability: enhancing marketing for key models, ensuring supply chain stability and cost reduction, and timely delivery of high-quality software versions [2] - He stressed that profitability should come from increased vehicle sales rather than merely cutting costs, indicating a need for a balanced approach to resource management [2] Group 3: Understanding CBU - Li Bin clarified that the CBU (Complete Built Unit) is misunderstood as a cost-cutting measure; instead, it aims to improve efficiency, output, and return rates [2] - He emphasized the importance of understanding the relationship between investment and output, stating that if managed well, the company would not face cash shortages [2]
异动盘点1020|蔚来-SW涨超4%,阿里巴巴-W涨超4%;甲骨文跌近7%,黄金股普跌
贝塔投资智库· 2025-10-20 04:00
Key Points - NIO-SW (09866) rose over 4% as CEO Li Bin emphasized the necessity of achieving profitability in Q4 during an internal meeting on October 17 [1] - COSCO Shipping Energy (01138) increased over 4% due to successful capital increase enhancing future shipping capacity and strategic value in international shipping competition [1] - Datang New Energy (01798) fell over 4% despite a more than 10% increase in power generation in the first nine months, influenced by adjustments in VAT policies for wind power [1] - Laopuhuang Gold (06181) dropped over 6%, although it still recorded a cumulative increase of over 10% this month, with a price adjustment announcement set for October 26 [1] - Jitu Express-W (01519) rose over 3% as Q3 parcel volume exceeded market expectations, with anti-involution policies likely to restore company profits [1] - JD Health (06618) increased over 4% as institutions expect enhanced drug sales to benefit overall gross margin [1] - Derin Holdings (01709) rose over 3% after announcing plans to acquire 2,995 BM mining machines from Bitmain, strengthening its Bitcoin mining business [1] - Sanhua Intelligent Control (02050) increased over 6% after announcing an increase in the share repurchase price limit, with recent catalysts in the robotics sector [1] - Bilibili-W (09626) rose over 3% as Q3 advertising performance is expected to continue, with a new card game set to contribute additional revenue early next year [1] - Alibaba-W (09988) rose over 4% after partnering with Ant Group to acquire a 13-story commercial building in Causeway Bay for HKD 7.2 billion [2] US Market Highlights - CSX Transportation (CSX.US) rose 1.69% as CEO Steve Angel indicated a focus on strategic opportunities and reevaluating aspects of railroad operations [3] - Novo Nordisk (NVO.US) fell 3.07% and Eli Lilly (LLY.US) dropped 2.02% following Trump's comments on potential price reductions for the weight loss drug Ozempic [3] - American Lithium (LAC.US) fell 8.12% after JPMorgan downgraded its rating from "neutral" to "underweight," citing overvaluation concerns [3] - Ford Motor Company (F.US) rose 1.53% as the NHTSA announced a recall of nearly 625,000 vehicles due to safety issues [3] - ASE Technology Holding (ASX.US) continued to rise 1.11% with the expansion of its K18B advanced packaging plant expected to commence production in Q1 2028 [3] - NetEase (NTES.US) fell 0.26% after announcing the discontinuation of its mobile game "The Lord of the Rings: Rise to War" [3] - Oracle (ORCL.US) fell 6.93% as it projected a 35% gross margin for its AI infrastructure plans during the Oracle AI World conference [4] - Hims & Hers Health (HIMS.US) dropped 15.84% after launching affordable treatment options for perimenopausal and menopausal individuals [4] - Gold stocks generally declined, with Harmony Gold (HMY.US) down 8.86% and Kinross Gold (KGC.US) down 8.99%, amid a significant drop in spot gold prices [4]
蔚来李斌:每个业务线要制定自己的三年经营计划,最牛的公司是能把长期和短期结合
Xin Lang Ke Ji· 2025-10-20 03:38
新浪科技讯 10月20日中午消息,蔚来创始人、董事长、CEO李斌在最近一次针对中高层人员的内部会 议上表示,今年公司要开始制定三年经营计划,四季度在深化全员经营机制(CBU)的同时,每个业 务线要制定自己的三年经营计划,包括进一步深入CBU考核激励机制。同时,要持续深化公司体系能 力建设,培养团队把长期目标和短期执行结合起来的能力。"最牛的公司是能把长期和短期结合,"李斌 表示,"只看长期不看短期,公司会死掉;只看短期,不看长期,没发展前景"。 责任编辑:江钰涵 李斌同时表示,蔚来公司今年在体系能力提升上有一些进步,但还需要再提升。"去年我们体系能力是 想得非常清楚的,但事实上今年很多动作搞得还不够狠。"体系能力是整个组织形成一个共同的做事方 式与思考的底层逻辑,保证大家都是同一个底层逻辑去做事。李斌透露,蔚来内部有15项公司级体系能 力,自己四季度将参加30次以上的workshop和交流会,平均两天多一次,将过去两年关于组织能力、体 系能力的思考和实践,阶段性地总结好、固化,变成真正的组织能力。 ...
蔚来李斌:四季度盈利必须实现,要靠多卖车而不是仅靠砍费用
Xin Lang Cai Jing· 2025-10-20 03:33
新浪科技讯 10月20日中午消息,蔚来创始人、董事长、CEO李斌在最近一次针对中高层人员的内部会 议上表示,今年四季度盈利是必须实现的一件事,"实现季度盈利是我们整个团队证明运营效率、经营 能力必须要交出的答卷,也是我们必须实现的一件事情。这不是为了做给别人看,而是我们整个公司实 现长期可持续发展的基石。" 李斌认为,四季度盈利的前提是公司做好以下三件事:第一、做好重点车型营销;第二、供应链保供与 降本;第三、按时交付高质量软件版本。"是靠多卖车实现盈利,而不是仅靠砍费用去实现盈利,不能 竭泽而渔。"李斌表示。 来源:新浪科技 他提到,外部和内部有人将CBU误解为降本措施,实际上CBU是为了提高效率、提高产出、提高回报 率。"一个公司资源不是无限的,CBU的目的是让每个人在花钱时候,想清楚价值创造在哪、回报如 何。如果知道如何驾驭投入和产出的关系,公司不会缺钱;如果不知道,钱全都是白花。机会成本是最 大的成本。"李斌表示。 ...
蔚来遭指控虚增收入,真相是→
Jin Rong Shi Bao· 2025-10-20 03:31
Core Viewpoint - Singapore's Government Investment Corporation (GIC) has accused NIO of inflating revenue and profits through its partnership with Wuhan Weinan Battery Asset Co., leading to investment losses for GIC, which has drawn market attention [1] Group 1: Stock Market Reaction - On October 16, NIO's Hong Kong stock price initially dropped nearly 13%, closing down 8.99%. The following day, NIO's stock opened over 5% higher and ultimately closed up 2.17% at HKD 50.35 per share, with a total market capitalization of HKD 122.9 billion [1] - NIO's U.S. stock opened down nearly 8% on the same day but quickly rebounded, closing up 0.15% [1] Group 2: Background of the Allegations - The lawsuit initiated by GIC is not related to NIO's recent operational performance but traces back to a short-selling report by Grizzly Research published in June 2022 [2] - The report accused NIO of exaggerating revenue and net profits through Wuhan Weinan, claiming that NIO misrepresented the number of battery asset management business (BaaS) orders [2] Group 3: NIO's Response and Support from Financial Institutions - NIO responded promptly to the allegations in the Grizzly report, stating that the claims lacked factual basis and contained misleading conclusions. An independent internal review was conducted, confirming that all allegations were unfounded [3] - Major financial institutions, including Deutsche Bank, Morgan Stanley, JP Morgan, and Daiwa Capital, released reports supporting NIO, stating that Grizzly's concerns were based on misunderstandings of the BaaS model [3] Group 4: GIC's Litigation History - GIC, managing over USD 100 billion, has a history of initiating lawsuits against publicly listed companies, claiming investment losses. Notable companies previously sued by GIC include Qualcomm, Merck, and BP [3]
蔚来-SW(09866.HK)盘中涨超5%
Mei Ri Jing Ji Xin Wen· 2025-10-20 03:29
每经AI快讯,蔚来-SW(09866.HK)盘中涨超5%,截至发稿,涨4.77%,报52.75港元,成交额1.59亿港 元。 (文章来源:每日经济新闻) ...
蔚来-SW盘中涨超5% 李斌重申四季度盈利目标必须实现
Zhi Tong Cai Jing· 2025-10-20 03:19
消息面上,据《21汽车·一见Auto》独家获悉,10月17日下午,蔚来召开了一次内部会议,会上,蔚来 创始人、董事长、CEO李斌分享了2025年四季度的个人VAU。此次会议上,李斌再次表示,四季度盈 利目标必须实现。李斌将这一目标拆解为三项具体行动:做好重点车型营销、供应链保供与降本、按时 交付高质量软件版本。 今年9月,蔚来公司交付新车34,749台,创下月度新纪录,同比增长64%。其中,蔚来品牌交付新车 13,728台;乐道品牌交付新车15,246台;firefly萤火虫品牌交付新车5,775台。开源证券此前指出,L90、 ES8有望驱动2025H2销量势能反转、2025Q4或为销量拐点。 蔚来-SW(09866)盘中涨超5%,截至发稿,涨4.77%,报52.75港元,成交额1.59亿港元。 ...
港股异动 | 蔚来-SW(09866)盘中涨超5% 李斌重申四季度盈利目标必须实现
智通财经网· 2025-10-20 03:15
今年9月,蔚来公司交付新车34,749台,创下月度新纪录,同比增长64%。其中,蔚来品牌交付新车 13,728台;乐道品牌交付新车15,246台;firefly萤火虫品牌交付新车5,775台。开源证券此前指出,L90、 ES8有望驱动2025H2销量势能反转、2025Q4或为销量拐点。 智通财经APP获悉,蔚来-SW(09866)盘中涨超5%,截至发稿,涨4.77%,报52.75港元,成交额1.59亿港 元。 消息面上,据《21汽车·一见Auto》独家获悉,10月17日下午,蔚来召开了一次内部会议,会上,蔚来 创始人、董事长、CEO李斌分享了2025年四季度的个人VAU。此次会议上,李斌再次表示,四季度盈 利目标必须实现。李斌将这一目标拆解为三项具体行动:做好重点车型营销、供应链保供与降本、按时 交付高质量软件版本。 ...