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问界周度分析
数说新能源· 2025-07-02 06:37
Core Viewpoint - The article highlights the significant growth in delivery numbers for the company, indicating a strong market position and potential for revenue growth in the upcoming quarters [1][5][8]. Delivery Performance - The company achieved a weekly delivery of 11,734 units, with M8 and M5 models showing steady increases, while M9 remained stable around 3,100 units [5]. - The order backlog stands at 69,000 units with a delivery cycle of approximately 2 months, indicating a healthy demand [5]. - The second quarter revenue is projected to be between 43 billion and 45 billion, with total deliveries expected to exceed 105,000 units [5]. Competitive Analysis - The company's weekly revenue gap with the second competitor has widened from 20 billion to 26 billion, with the company reaching a weekly revenue of 49.8 billion [8]. - Compared to competitors, the company's delivery numbers are on the rise, while another competitor, Li Auto, reported a year-on-year decline of 24% in deliveries [7][8]. Production Capacity - The production capacity for M9 and M8 has increased to a maximum of 8,800 units per week, reflecting a 10% improvement from the previous capacity of 8,000 units [1][5].