近日，北汽蓝谷收到证监会一纸批文，同意他们向特定对象发行股票募集60亿元资金。对正在奋力转型 的北汽蓝谷来说，这笔钱来得很及时。 就在前不久，北汽蓝谷披露的最新经营数据呈现出一组矛盾的数字：1-10 月销量14.2万辆，同比激增 73%；前三季度营收 153.84 亿元，同比增长 56.7%；同期归母净亏损34.26亿元，基本每股收益-0.61 元。可以看出，这家曾经的全球纯电销冠，仍未走出"增收不增利"的泥潭。 | 单位 . | | --- | | JL | | E | | 种: | | 人民 | | 正 | | | | 本报告期比上 | | 年初至报告期末 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 年同期增减变 | 年初至报告期末 | 比上年同期增减 | | | | 动幅度(%) | | 变动幅度(%) | | 营业收入 | 5,867,412,623.68 | -3.45 | 15,384,243,333.58 | 56.69 | | 利润息额 | -1,472,799,829.60 | 不适用 | -4,751,105,645.89 | 不适用 | ...

Core Insights - The sales gap among new energy vehicle companies is widening, with significant disparities in delivery numbers for October [1][2] Group 1: Sales Performance - Leap Motor delivered over 70,000 vehicles in October, achieving a record high of 70,289 units, representing a year-on-year increase of over 84% [2] - Xiaopeng and NIO both surpassed 40,000 deliveries, with 42,013 and 40,397 units respectively, marking their historical highs [3] - Li Auto's deliveries fell to 31,767 units in October, down 6.43% month-on-month and 38.25% year-on-year, making it the only new force car company with less than 50% of its delivery target achieved [4] Group 2: Competitive Landscape - The new energy vehicle first-tier group now has a monthly sales threshold of 40,000 units, including Leap Motor, Hongmeng Zhixing, Xiaopeng, NIO, and Xiaomi, while Li Auto has been excluded from this group [4] - Zeekr achieved a monthly sales record of over 60,000 units, with Zeekr brand sales at 21,423 units and Lynk brand sales at 40,213 units [7] - The combined sales of Deep Blue, Lantu, and Avita in October totaled 67,516 units, which is still lower than Leap Motor's single-month sales [9] Group 3: Market Trends - The market is witnessing a significant differentiation among new energy vehicle companies, with those lacking competitive advantages facing a harsher elimination process in the coming year [9] - The CEO of Leap Motor emphasized the importance of continuous improvement and leveraging strengths to succeed in the long-term automotive industry [9]