什么原因？理想汽车8月交付量暴增，蔚来连续“败北”

证券时报2021-09-02

近期，“蔚小理”同时交出8月交付量成绩单。其中，理想汽车8月交付量为9433辆，同比暴涨248%，环比增长9.8%，稳居造车新势力“三强”中的首位。小鹏汽车8月交付量为7214辆，同比增长172%，环比却有所下滑，相比上月的8040辆下滑了11.45%。而蔚来在7月交付量排名中错失“销冠宝座”后，又一次败北，8月交付量为5880辆，虽然同比增长了48.3%，环比却减少了近26%。据了解，...

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紫凤凰
·2021-09-02
發展趨勢
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富發
·2021-09-02
回調時間到
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Willpaul
·2021-09-02
股價下跌不多大家還是看好。
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- 一茗王:
  ?
  2021-09-02
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快乐玩美股
·2021-09-02
[財迷]
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Jamie5354
·2021-09-02
Good
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- 快乐玩美股:
  [财迷]
  2021-09-02
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- kimxuan:
  不错
  2021-09-02
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zh2021
·2021-09-02
閱
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投资小白969
·2021-09-02
?
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。据相关预测显示，它的短缺将造成8月中国近90万辆整车生产受影响。\n事实上，马来西亚疫情所带来了芯片短缺，已在新造车企业的交付端有所显现。根据小鹏汽车公布的8月交付数据显示，公司8月总交付量为7214辆，同比增长172%，环比却下滑11.45%。\n\n据小鹏汽车官方信息称，由于8月处于G3到G3i的生产切换，老款G3仅有一千辆左右交付，因此月度总交付量环比略有下降。而改款车型G3i在9月即将进入规模交付阶段，下月交付有望迎来新高。\n与此同时，部分地区的疫情和芯片短缺，也给小鹏汽车的8月交付量带来了影响。\n小鹏汽车董事长、CEO何小鹏在Q2财报电话会中表示，芯片的短缺分为可预期和不可预期的情况，从产业的角度，芯片的短缺是可以解决的，但疫情带来的影响，却是不可预期的，一旦某个地区因疫情原因被封锁，而这个区域恰好有芯片产业，那么就会给行业带来很大的挑战。\n为此，小鹏汽车也与不少芯片厂商和零部件巨头达成了合作协议，包括采取一些联合采购的途径攻克这一难题。\n与小鹏汽车相比，蔚来受芯片短缺的影响似乎更大，今年7月，蔚来汽车销量7931辆，首次在造车新势力三强中跌落月度交付量排名“冠军宝座”。\n如今，这种情况还在继续恶化。今年8月，蔚来汽车共计交付了5880辆，同比增长了48.3%，环比减少了近26%。位列造车新势力第二梯队的哪吒汽车，8月的交付量已成功赶超蔚来，达6613辆，同比增长449%。\n\n对于交付量的环比大跌，蔚来方面称，8月马来西亚、国内南京等地区的疫情影响，这直接导致了蔚来个别零部件供应严重受限，生产端受到制约，特别是ES6和EC6生产端严重受限，影响了8月的交付量。\n有业内人士认为，芯片短缺并非是蔚来、小鹏所面临的个性难题，而是整个行业面临的共同压力。对此，销量持续走高的理想汽车，也在Q2财报会中特别提到了芯片短缺给企业带来的挑战。\n理想汽车联合创始人兼总裁沈亚楠表示，芯片短缺是目前整个行业普遍面临的一个难题，近期，马来西亚的疫情又加剧了这一危机。\n“过去的每一天我们都在为保障供应而奋战，我们并不认为理想汽车的情况比其他品牌好”，沈亚楠称，展望下一季度，如果马来西亚的疫情有所好转，我们相信整个行业的芯片供应会更平衡一些。但目前疫情的走势还难以预测，对于理想汽车而言，这仍是是一个风险点。\n三季度展望仍然乐观\n尽管芯片短缺的影响给造车新势力的交付量攀升带来了显著压力，但“蔚小理”却非常默契地对接下来的交付量走势保持乐观。\n蔚来方面称，8月公司的订单量持续增长，单月新增订单量已创历史新高，三季度交付量最新指引为22500辆至23500辆。\n理想汽车预测称，公司第三季度交付量为25000至26000辆，较2020年第三季度增加188.7%至200.2%。同时，公司的收入总额为69.8亿元人民币至72.5亿元人民币，同比有望增加177.8%至188.9%。\n小鹏汽车预测称，公司第三季度汽车交付量将介乎21500至22500辆，按年增长约150.6%至162.3%。总收入将介乎48亿元至50亿元，按年增长约143.4%至153.4%。\n平安证券分析称，目前阶段造车新势力面临从1到N的“爬坡过坎”阶段，仍需不断地高投入，抗风险能力有待提高。新造车企业只有不断扩大规模，初具规模效应和造血能力后，才能进一步筑牢在产业的基础。\n记者注意到，蔚来已宣布要推出全新的大众化品牌，而理想汽车也从单一的增程式路线转向增程+纯电的双线发展，这些战略调整，均是在为进一步扩大销量规模，抢占市场蛋糕做准备和铺垫。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":812214029,"gmtCreate":1630590196861,"gmtModify":1676530349223,"author":{"id":"3586564505552956","authorId":"3586564505552956","name":"紫凤凰","avatar":"https://static.tigerbbs.com/99b90a783ec55e59e0e24906924bc7ca","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586564505552956","authorIdStr":"3586564505552956"},"htmlText":"發展趨勢","listText":"發展趨勢","text":"發展趨勢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812214029","repostId":1173505537,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":812391829,"gmtCreate":1630550769161,"gmtModify":1676530337886,"author":{"id":"3558920800759302","authorId":"3558920800759302","name":"富發","avatar":"https://static.tigerbbs.com/aa7ebfbd80eaba9d487087b35d5bcb7d","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3558920800759302","authorIdStr":"3558920800759302"},"htmlText":"回調時間到","listText":"回調時間到","text":"回調時間到","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812391829","repostId":1173505537,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":812929866,"gmtCreate":1630547494255,"gmtModify":1676530336479,"author":{"id":"3569559224202825","authorId":"3569559224202825","name":"Willpaul","avatar":"https://static.tigerbbs.com/9400735592e98420c634b96ce4d798d0","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3569559224202825","authorIdStr":"3569559224202825"},"htmlText":"股價下跌不多 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