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蔚來Q1業績發布,後市如何看待?

蔚來6月6日美股盤前發布業績,2024年Q1總營收99.09億元,同比下滑7.2%;經調整淨虧損為49.03億元,去年同期經調整淨虧損為41.50億元。發布業績後,蔚來跌幅擴大,盤前一度跌超7%,開市後跌幅一度超9%。
蔚來6月6日美股盤前發布業績,2024年Q1總營收99.09億元,同比下滑7.2%;經調整淨虧損為49.03億元,去年同期經調整淨虧損為41.50億元。發布業績後,蔚來跌幅擴大,盤前一度跌超7%,開市後跌幅一度超9%。
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    01

    sales
    Q1 sold 30053 units, compared to 31,041 units in the same period last year, a year-on-year decrease of 3.2%, and sales remained basically the same.
    Q1 SUVs sold 17,809 units, accounting for 59.3%; cars sold 12,244 units, or 40.7%.
    Judging from the absolute value, the Q1 sales volume is definitely not ideal, but in fact, from a relative perspective, the pure electric market of 200,000 or more, is 33,000 Krypton units and 22,000 Xiaopeng units. In fact, it is average; it's not good or bad. The entire high-end pure electric market is currently like this.
    Q2 Guidelines:
    Sales volume: 54,000-56,000 units, up 130%-138% year-on-year. In April and May, 36,164 units were sold, which means that the sales volume in June was about 18,000-20,000 units.
    Revenue: $16.59 billion to $17.34 billion, up 89%-95% year-on-year.
    02

    infrastructures
    Until the end of May:
    Power exchange stations: 2,427, high-speed power exchange stations 802;
    Electricity exchange rate: 2.11 million times in May, an average of 68,000 electricity exchanges per day; a total of 45.24 million electricity exchanges;
    Overcharging stations: 3,864, 2,2595 charging stations;
    Charging capacity: 1.89 million charges in May, a total of 38.98 million charges;
    Battery upgrades: In May, the battery was upgraded 183,000 times, with a total of 232,000 upgrades.
    The construction and experience of charging and switching facilities should be NIO's most praiseworthy place. From an investor's point of view, the experience wasn't that great, but...
    Interpretation of NIO's 2024Q1 financial report - Ledao becomes the hope of the whole village
    Interpretation of NIO's 2024Q1 financial report - Ledao becomes the hope of the whole village
    Interpretation of NIO's 2024Q1 financial report - Ledao becomes the hope of the whole village
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