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二季度扭亏为盈,坚守的小牛电动,守得云开见月明
美股研究社· 2025-08-14 10:01
当全球电动车行业在成本激增与价格战中艰难求生时,小牛电动一份扭亏为盈的财报犹如一剂强心针。财报显示,二季度小牛电动实现净利润 590 万元,终结连续十个季度亏损的阴霾。 随着 "以旧换新" 政策持续刺激消费升级, 3000 元以上中高端车型市场占比已突破 45% ,智能化、长续航和设计感成为消费者核心诉求 ,而小牛 电动无疑是这一结构性增长的最大受益者之一。 如今,在 "万事俱备,东风即来"的市场环境下,小牛电动从"小众高端"向"技术普惠"的战略转型初战告捷。 高 端 化 与 渠 道 扩 张 双 轮 驱 动 营 收 增 超 3 0 % 财报显示,小牛电动实现总营收 12.56 亿元,同比飙升 33.5% ,毛利为 3.71 亿元,上年同期为 2.55 亿元。其中, 小牛电动第一降低电动滑板车 销量为 350,090 辆,同比增长 36.7% 。 按地区划分,中国电动滑板车销量达 318,719 辆,同比增长 53.6% ;国际市场电动滑板车销量为 31,371 辆,同比下降 35.5% 。 小牛电动的增长并非偶然,其核心在于 "技术普惠"策略的精准落地。 过去主打高端市场的小牛电动, 2025 年将 TFT ...
Z世代“骑一骑”:雅迪增长新飞轮
第一财经· 2025-07-30 03:06
Core Viewpoint - The article emphasizes the innovative approach of Yadea in integrating ESG principles and a youthful strategy into its business model, transforming low-carbon travel into a lifestyle trend for Generation Z, thereby creating a strong growth engine based on "youthfulness" and "sustainability" [1] Product Value "Personalization" - The competition in the product market is shifting from "technical specifications" to "emotional recognition," with Yadea's products being assigned distinct "personalized" labels [2][3] - The Yadea Crown series is positioned as a reliable partner for adventure, meeting the long-range needs of young users through extreme challenges that validate its performance [3] - The Yadea Modern series targets female users, addressing their travel pain points while emphasizing safety and style through a comprehensive safety system [5] ESG Practices "Data-Driven" - Yadea has developed a systematic approach to ESG practices, achieving significant results in sustainable development areas such as green product innovation and low-carbon transformation [8] - Global Yadea users have accumulated a riding distance of 368.5 billion kilometers, reducing carbon emissions by 63.9 billion kilograms, equivalent to planting 3.1 billion trees [10] - Yadea's user base and global sales figures reflect strong market recognition of its product and brand value, contributing to the realization of ESG goals [10] Industry Insights "Tangible" - The success of Yadea's global cycling festival provides valuable insights for the transitioning two-wheeled electric vehicle industry in China, highlighting the need to address the diverse real-life scenarios of young users [14] - Brands should shift their mindset to create an open platform for users to become active participants and promoters, as evidenced by the impactful user-generated stories during the cycling festival [14] - Quantifying the environmental contributions of products and making them tangible for users is crucial for gaining deep recognition from Generation Z [15]