异动解读 | 小鹏汽车第三季度营收101亿元同比增长18.4%,毛利率创新高15.3%,亏损收窄53.5%

异动解读11-19

小鹏汽车公布2024年第三季度业绩,表现亮眼。数据显示:

小鹏汽车第三季度总营收为101亿元人民币,同比增长18.4%,环比增长24.5%,超出市场预期。营收大幅增长主要得益于汽车交付量的增加。第三季度小鹏汽车汽车总交付量为46,533辆,同比增长16.3%,超额完成了交付指引。

随着规模效应和成本控制措施的持续实施,小鹏汽车毛利率在第三季度进一步提升至15.3%,创下单季历史新高,同比增长18个百分点。

尽管收入和利润率均实现大幅增长,但由于持续加大在未来发展上的投入,第三季度小鹏汽车净亏损为18.1亿元,但已同比收窄53.5%,环比增长40.7%,体现了持续改善的态势。

展望第四季度,得益于爆款车型M03和P7+的贡献,小鹏汽车预计汽车交付量将达到87,000至91,000辆,同比增长44.6%-51.3%;总营收将介于153亿至162亿元,同比增长17.2%-24.1%,有望延续高速增长态势。

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