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新能源车中概股盘前普涨 蔚来(NIO.US)涨逾3%
Zhi Tong Cai Jing· 2025-12-04 14:38
Core Viewpoint - Chinese electric vehicle stocks saw a pre-market surge, with NIO, Xpeng Motors, and Li Auto showing significant gains, indicating positive market sentiment towards the sector [1] Financial Performance - NIO reported a gross margin of 14.7% for Q3, with expectations to increase to around 18% in Q4 [1] - The gross margins for NIO's ES6 and EC6 models reached or exceeded 25%, while the ET5, ET5T, and L90 models had margins between 15% and 20%. The third-generation ES8 also achieved a gross margin of 20% [1] Future Outlook - NIO has a clear product roadmap for next year, planning to launch three large vehicles, including the ES9, ES7, and L80, aiming to penetrate the pure electric large three-row market [1] - The company aims to continue enhancing its product mix with high-margin offerings, with expectations that the overall gross margin could reach 20% by 2026 according to CEO Li Bin [1]