一季度净利润同比增超236% 九号公司董事长高禄峰：靠的不是“一击制胜”的技巧

Core Insights - The company announced that its smart two-wheeled electric vehicle shipments in the Chinese market have surpassed 7 million units, achieving a significant increase from 6 million units in just two months [1][3] - In Q1 2025, the company reported a revenue of 5.112 billion yuan, a year-on-year increase of 99.52%, and a net profit attributable to the parent company of 456 million yuan, up 236.22% year-on-year [1][4] Group 1: Company Performance - The company achieved a sales volume of 1.0038 million electric two-wheelers in Q1, generating revenue of 286.2 million yuan; retail sales of self-branded scooters reached 206,700 units with revenue of 39.5 million yuan; and all-terrain vehicle sales were 4,822 units with revenue of 21.5 million yuan [4][5] - The company’s R&D investment increased by 54.14% year-on-year, indicating a strong focus on innovation [10] - The company’s robot business generated revenue of 895 million yuan in 2024, a year-on-year increase of 254.76% [10] Group 2: Market Dynamics - The electric vehicle industry is shifting from incremental competition to stock competition, with brands innovating to capture greater market share [5][6] - The company’s product matrix, which includes electric two-wheelers, scooters, and robots, has contributed to its revenue growth through synergistic effects [9][10] - The company plans to expand its store count beyond 7,800 this year, indicating a strategy for increased market penetration [8] Group 3: Strategic Vision - The company aims to serve 1 billion people globally with innovative short-distance transportation and robotic products, highlighting its ambition in a market with strong demand [14] - The company has established a strategic development plan, with Q1 performance being a result of strategies formulated in 2023 [4][14] - The company has proactively set up production in Vietnam to mitigate potential impacts from U.S. tariff policies, demonstrating strategic foresight in global operations [12]