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2021-08-25

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新能源汽车行业周报：蔚来发布二季度财报

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href=\"https://laohu8.com/S/002245\">蔚蓝锂芯</a>与博世达成电池供货协议；成都发布居民小区电动车充电设施管理细则；本周锂电企业股价下跌，新能源汽车主题基金调整；成都发布居民小区电动车充电设施管理细则。</p><p>投资建议：随着政策端和车企端的加力，新能源汽车在全球市场的渗透正迎来新一轮提速，行业景气不断上行。建议关注以<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>为代表的新势力主线，以及大众等新车型的追赶进程，推荐龙头和二线弹性标的。整车方面，强烈推荐<a href=\"https://laohu8.com/S/601633\">长城汽车</a>，推荐<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>；电池材料方面，推荐<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/300073\">当升科技</a>、<a href=\"https://laohu8.com/S/600884\">杉杉股份</a>；电机电控方面，建议关注<a href=\"https://laohu8.com/S/600580\">卧龙电驱</a>、<a href=\"https://laohu8.com/S/300124\">汇川技术</a>；锂电设备方面，建议关注<a href=\"https://laohu8.com/S/300450\">先导智能</a>和<a href=\"https://laohu8.com/S/688006\">杭可科技</a>；锂钴方面，建议关注<a href=\"https://laohu8.com/S/603799\">华友钴业</a>、<a href=\"https://laohu8.com/S/002240\">盛新锂能</a>。</p><p>风险提示：1、电动车产销增速放缓。随着新能源汽车产销基数的不断增长，维持高增速将愈发困难，面向大众的主流车型的推出成为关键；2、产业链价格战加剧。补贴持续退坡以及新增产能的不断投放，致使产业链各环节面临降价压力；3、海外竞争对手加速涌入。随着国内市场的壮大及补贴政策的淡化，海外巨头进入国内市场的脚步正在加快，对产业格局带来新的冲击。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>新能源汽车行业周报：蔚来发布二季度财报</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n新能源汽车行业周报：蔚来发布二季度财报\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-25 00:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021082511053579e6a544&s=b><strong>平安证券股份有...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>蔚来发布二季度财报。2Q21 新车交付21896 辆，同比增加111.9%，环比1Q21 增加9.2%。销售收入方面，蔚来2Q21 实现总营收84.5 亿元，同比增加127.2%，环比增加5.8%。2Q21 整车销售业务占蔚来总营收的比重为93.7%，达到79.1 亿元。从2Q20 开始，蔚来的毛利转正，2021 年一季度和二季度的整车毛利率分别为21.16%/20.27%，平均单车营收分别为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021082511053579e6a544&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{"NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021082511053579e6a544&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2162035214","content_text":"蔚来发布二季度财报。2Q21 新车交付21896 辆，同比增加111.9%，环比1Q21 增加9.2%。销售收入方面，蔚来2Q21 实现总营收84.5 亿元，同比增加127.2%，环比增加5.8%。2Q21 整车销售业务占蔚来总营收的比重为93.7%，达到79.1 亿元。从2Q20 开始，蔚来的毛利转正，2021 年一季度和二季度的整车毛利率分别为21.16%/20.27%，平均单车营收分别为36.92 万元/36.13 万元。对比小鹏和理想汽车，蔚来的毛利率在三家造车新势力中最高，长期来看，蔚来的整车毛利率目标是达到25%。2Q21 蔚来税前净利润-5.85 亿，亏损同比大幅缩小，环比扩大。亏损扩大来自于研发费用和销售、行政及一般费用的增加。蔚来目前总共发布4 款车型，包括三款已经上市的SUV 车型，ES6 和EC6占蔚来销量的比重比较大。蔚来将在2022 年推出包括ET7 在内的三款NT2.0 平台的新车型， 另外两款车型中有一款会是蔚来品牌中售价最低的，同时蔚来将推出一个全新的品牌，新品牌定位低于蔚来品牌，主攻主流大众市场。行业动态：石大胜华、星源材质发布21 年半年报；蔚蓝锂芯与博世达成电池供货协议；成都发布居民小区电动车充电设施管理细则；本周锂电企业股价下跌，新能源汽车主题基金调整；成都发布居民小区电动车充电设施管理细则。投资建议：随着政策端和车企端的加力，新能源汽车在全球市场的渗透正迎来新一轮提速，行业景气不断上行。建议关注以特斯拉为代表的新势力主线，以及大众等新车型的追赶进程，推荐龙头和二线弹性标的。整车方面，强烈推荐长城汽车，推荐吉利汽车；电池材料方面，推荐宁德时代、当升科技、杉杉股份；电机电控方面，建议关注卧龙电驱、汇川技术；锂电设备方面，建议关注先导智能和杭可科技；锂钴方面，建议关注华友钴业、盛新锂能。风险提示：1、电动车产销增速放缓。随着新能源汽车产销基数的不断增长，维持高增速将愈发困难，面向大众的主流车型的推出成为关键；2、产业链价格战加剧。补贴持续退坡以及新增产能的不断投放，致使产业链各环节面临降价压力；3、海外竞争对手加速涌入。随着国内市场的壮大及补贴政策的淡化，海外巨头进入国内市场的脚步正在加快，对产业格局带来新的冲击。","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":837892341,"gmtCreate":1629871119383,"gmtModify":1676530158071,"author":{"id":"4090902127077790","authorId":"4090902127077790","name":"发发发继续赚钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090902127077790","authorIdStr":"4090902127077790"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837892341","repostId":"2162035214","repostType":2,"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}