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何小鹏、雷军、李斌先后喊出年内盈利,你怎么看
小米集团5月27日发布的2025年第一季度财报,披露了其汽车业务数据,让投资者"眼前一亮"。财报中提到"2025年第一季度,智能电动汽车及AI等创新业 务分部总收入为人民币186亿元,其中,智能电动汽车收入人民币181亿元,其他相关业务收入人民币5亿元。本季度,智能电动汽车及AI等创新业务分部 毛利率为23.2%。" 6月3日,小米集团创始人、董事长、首席执行官雷军在小米投资者大会上表示,最新推出的小米YU7售价不可能是网传的23.59万元,正式定价要在开售 前1-2天前才能确定;他同时表示,小米的汽车业务亏损正在逐步收窄,预计整个板块将在今年第三到第四季度实现盈利。 无独有偶,小鹏汽车日前发布的第一季度财报显示,2025年第一季度小鹏汽车总交付量超94008辆,较2024年同期增长330.8%; 2025年第一季度毛利率达 15.6%,创下历史新高,较2024年同期增长2.7个百分点;小鹏汽车董事长及首席执行官何小鹏更是在财报电话会上表示"我相信,我们不仅能够实现今年 销量增长一倍以上的目标,还能在第四季度实现盈利。" 另一家新势力蔚来汽车,也于6月3日发布第一季度财报,数据显示蔚来汽车第一季度共交付新车4 ...
理想“慢”下来了:汽车单价直降12%,净利首次被赛力斯超越
Xin Lang Ke Ji· 2025-05-29 12:04
Group 1 - The core viewpoint of the article indicates that while the company remains a leader in the new energy vehicle sector, it is no longer experiencing the same level of rapid growth as before, signaling a need for strategic adjustments [1] - In Q1, the company reported a revenue of 25.9 billion yuan, a year-on-year increase of 1.1%, maintaining its position as a leader among new energy vehicle manufacturers [1] - The average selling price of vehicles decreased to approximately 265,700 yuan, down 11.9% year-on-year, attributed to seasonal factors, previous price reductions, and changes in product mix [1] Group 2 - The company's gross profit for Q1 was 5.319 billion yuan, with a gross margin of 20.5%, showing a slight year-on-year decline of 0.1 percentage points [1] - Operating expenses for the quarter were 5 billion yuan, a decrease of 14% year-on-year, with reductions in both R&D and sales, general, and administrative expenses [1] - The company achieved a net profit of 647 million yuan, a year-on-year increase of 9.4%, although its adjusted net profit of 1.014 billion yuan represented a 20.5% decline [1] Group 3 - In terms of vehicle deliveries, the company delivered 92,864 vehicles in Q1, a year-on-year increase of 15.5%, aligning with its guidance for the quarter [4] - Despite maintaining a strong delivery volume, the company fell to third place in sales among new energy vehicle manufacturers, overtaken by competitors [5][7] - In April, the company delivered 34,000 vehicles, while competitors delivered 41,000 and 35,000 vehicles, further solidifying its third-place position in the market [7]
经销商集体维权,40万车主面临无法联网、蓝牙钥匙失效风险,巨亏183亿元的哪吒汽车或“全面崩盘”
Hua Xia Shi Bao· 2025-04-18 00:02
华夏时报(www.chinatimes.net.cn)记者 刘凯 北京报道 威马汽车曾经的故事,如今似乎在哪吒汽车身上得到了某种程度的续写。 近日,全国多地哪吒车主遭遇了"数字瘫痪"危机,车机系统无法联网、蓝牙钥匙失效、导航定位丢失等问题集中 爆发,将这家曾登顶新势力销冠的车企推向舆论风口浪尖。 4月14日,20余家经销商代表聚集哪吒汽车桐乡工厂维权,控诉公司拖欠车辆交付及返利,导致部分门店因贷款担 保被银行追债,40万车主面临售后无门的困境。 4月17日上午,哪吒汽车原CEO张勇隐藏微博内容。此前,张勇因离职后转任公司顾问并传闻已赴英国,其回应 称"仍担任顾问,正为公司奔波融资"。 "这场危机不仅暴露了哪吒汽车在技术架构上的致命缺陷,更折射出新势力车企在资金链紧张、战略摇摆下的系统 性风险。"汽车分析师林述成对《华夏时报》记者表示。 车主被困"智能牢笼" 其实,早在今年1月份,哪吒官网与车机系统曾因"维护升级"宕机72小时,当时工程师仅以"服务器过载"轻描淡写 带过。接下来的2月、3月,断网问题如幽灵般反复出现,直到4月全面爆发。 河南郑州的哪吒V车主王先生发现,自己的车辆已"失联"半个月,每日需反复重启车 ...