造车新势力股价冰火两重天 零跑、小鹏领涨 蔚来掉队

Core Insights - The stock performance of major new energy vehicle manufacturers has shown significant divergence, with Li Auto being the only company to experience a decline in stock price year-to-date [1][2] Group 1: Stock Performance - Leap Motor leads the sector with a year-to-date stock increase of 68.36% [1] - Xpeng Motors follows closely with a cumulative stock rise of 64.97% [1] - Ideal Auto has seen a year-to-date stock increase of 23.05% [1] - Xiaomi Group's overall stock has risen by 53.91% due to its automotive business [1] - Seres has experienced a stock increase of 76.80% year-to-date and has initiated a secondary listing process [1] - NIO is the only company with a negative stock performance, showing a year-to-date decline of 16.74% [1] Group 2: Financial Performance - NIO reported a net profit loss of 6.891 billion yuan for Q1 of fiscal year 2025, with a year-on-year increase in losses of 31.06% [1] - NIO's liquidity ratio has decreased to 0.84, and its debt-to-asset ratio has reached 92.55% [1] - As of the end of Q1, NIO's cash and cash equivalents stood at 26 billion yuan, down from 41.9 billion yuan at the end of the previous year [1] Group 3: Market Trends - Analysts believe that the stock performance of new energy vehicle manufacturers is closely related to sales growth and technological advancements [2] - The upcoming launch of new vehicles by Xiaomi and Seres' IPO in Hong Kong are expected to create new market volatility in the sector [2]