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  New Energy Vehicle Industry Weekly Report: Nio Releases Q2 Financial Report
  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。
  New Energy Vehicle Industry Weekly Report: Nio Releases Q2 Financial Report
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In Q2 2021, 21,896 new vehicles were delivered, an increase of 111.9% year-on-year and 9.2% quarter-on-quarter. In terms of sales revenue, Nio achieved total revenue of RMB 8.45 billion in 2Q21, an increase of 127.2% year-on-year and 5.8% quarter-on-quarter. In Q2 2021, vehicle sales accounted for 93.7% of NIO's total revenue, reaching 7.91 billion yuan.</p><p>Starting in Q2 2020, Nio...<span>Gross profit</span>After being officially recognized, the gross profit margin of the vehicle in the first and second quarters of 2021 was 21.16% and 20.27%, respectively, and the average revenue per vehicle was RMB 369,200 and RMB 361,300, respectively. Comparing XPeng and<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Nio has the highest gross profit margin among the three emerging electric vehicle manufacturers. In the long run, Nio aims to achieve a gross profit margin of 25% for the whole vehicle. 2Q21 Nio before tax<span>Net profit</span>-585 million yuan, with losses narrowing significantly year-on-year and widening month-on-month. The widening loss was due to the increase in research and development expenses and selling, administrative and general expenses.</p><p>Nio has released a total of four models, including three SUVs that have already been launched, with the ES6 and EC6 accounting for a large proportion of NIO's sales. Nio will launch three new models based on the NT2.0 platform in 2022, including the ET7. One of the other two models will be the lowest-priced among the Nio brands. At the same time, Nio will launch a brand new brand, positioned below the Nio brand and focusing on the mainstream mass market.</p><p>Industry News:<a href=\"https://laohu8.com/S/603026\">Shi Dashenghua</a>、<a href=\"https://laohu8.com/S/300568\">Star source material</a>Released the 2021 semi-annual report;<a href=\"https://laohu8.com/S/002245\">Blue lithium core</a>Reached a battery supply agreement with Bosch; Chengdu releases detailed rules for the management of electric vehicle charging facilities in residential communities; Lithium battery companies' stock prices fell this week, and new energy vehicle-themed funds were adjusted; Chengdu has released detailed rules for the management of electric vehicle charging facilities in residential communities.</p><p>Investment Recommendation: With increased policy and automaker support, the penetration of new energy vehicles in the global market is experiencing a new round of acceleration, and the industry's prosperity continues to rise. It is recommended to pay attention<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The main theme of emerging energy vehicles, represented by Volkswagen, and the catch-up process of new models, are recommended for leading companies and second-tier stocks with potential. Regarding the entire vehicle, I highly recommend<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>Recommended<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>； Regarding battery materials, recommended<a href=\"https://laohu8.com/S/300750\">CATL</a>、<a href=\"https://laohu8.com/S/300073\">Dangsheng Technology</a>、<a href=\"https://laohu8.com/S/600884\">Shanshan Co., Ltd.</a>； Regarding motors and electrical controls, we recommend paying<a href=\"https://laohu8.com/S/600580\">Wolong electric drive</a>、<a href=\"https://laohu8.com/S/300124\">Huichuan Technology</a>； Regarding lithium battery equipment, we recommend<a href=\"https://laohu8.com/S/300450\">pilot intelligent</a>and<a href=\"https://laohu8.com/S/688006\">Hangke Technology</a>； Regarding lithium and cobalt, we recommend<a href=\"https://laohu8.com/S/603799\">Huayou Cobalt</a>、<a href=\"https://laohu8.com/S/002240\">Shengxin Lithium Energy</a>。</p><p>Risk warning: 1. The growth rate of electric vehicle production and sales will slow down. As the production and sales base of new energy vehicles continues to grow, maintaining a high growth rate will become increasingly difficult, making the launch of mainstream models aimed at the masses crucial. 2. Price wars in the industrial chain are intensifying. The continuous reduction of subsidies and the continuous addition of new production capacity have put pressure on all links in the industrial chain to lower prices; 3. Overseas competitors are rapidly entering the market. With the growth of the domestic market and the weakening of subsidy policies, overseas giants are accelerating their entry into the domestic market, bringing new impacts to the industrial landscape.</p><p></article></body></html></p>","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>New Energy Vehicle Industry Weekly Report: Nio Releases Q2 Financial Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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\">\nNew Energy Vehicle Industry Weekly Report: Nio Releases Q2 Financial Report\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">平安证券股份有...</strong><span class=\"h-time small\">2021-08-25 00:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article><a href=\"https://laohu8.com/S/NIO\">Nio</a>The second-quarter financial report has been released. In Q2 2021, 21,896 new vehicles were delivered, an increase of 111.9% year-on-year and 9.2% quarter-on-quarter. In terms of sales revenue, Nio achieved total revenue of RMB 8.45 billion in 2Q21, an increase of 127.2% year-on-year and 5.8% quarter-on-quarter. In Q2 2021, vehicle sales accounted for 93.7% of NIO's total revenue, reaching 7.91 billion yuan.</p><p>Starting in Q2 2020, Nio...<span>Gross profit</span>After being officially recognized, the gross profit margin of the vehicle in the first and second quarters of 2021 was 21.16% and 20.27%, respectively, and the average revenue per vehicle was RMB 369,200 and RMB 361,300, respectively. Comparing XPeng and<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Nio has the highest gross profit margin among the three emerging electric vehicle manufacturers. In the long run, Nio aims to achieve a gross profit margin of 25% for the whole vehicle. 2Q21 Nio before tax<span>Net profit</span>-585 million yuan, with losses narrowing significantly year-on-year and widening month-on-month. The widening loss was due to the increase in research and development expenses and selling, administrative and general expenses.</p><p>Nio has released a total of four models, including three SUVs that have already been launched, with the ES6 and EC6 accounting for a large proportion of NIO's sales. Nio will launch three new models based on the NT2.0 platform in 2022, including the ET7. One of the other two models will be the lowest-priced among the Nio brands. At the same time, Nio will launch a brand new brand, positioned below the Nio brand and focusing on the mainstream mass market.</p><p>Industry News:<a href=\"https://laohu8.com/S/603026\">Shi Dashenghua</a>、<a href=\"https://laohu8.com/S/300568\">Star source material</a>Released the 2021 semi-annual report;<a href=\"https://laohu8.com/S/002245\">Blue lithium core</a>Reached a battery supply agreement with Bosch; Chengdu releases detailed rules for the management of electric vehicle charging facilities in residential communities; Lithium battery companies' stock prices fell this week, and new energy vehicle-themed funds were adjusted; Chengdu has released detailed rules for the management of electric vehicle charging facilities in residential communities.</p><p>Investment Recommendation: With increased policy and automaker support, the penetration of new energy vehicles in the global market is experiencing a new round of acceleration, and the industry's prosperity continues to rise. It is recommended to pay attention<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The main theme of emerging energy vehicles, represented by Volkswagen, and the catch-up process of new models, are recommended for leading companies and second-tier stocks with potential. Regarding the entire vehicle, I highly recommend<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>Recommended<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>； Regarding battery materials, recommended<a href=\"https://laohu8.com/S/300750\">CATL</a>、<a href=\"https://laohu8.com/S/300073\">Dangsheng Technology</a>、<a href=\"https://laohu8.com/S/600884\">Shanshan Co., Ltd.</a>； Regarding motors and electrical controls, we recommend paying<a href=\"https://laohu8.com/S/600580\">Wolong electric drive</a>、<a href=\"https://laohu8.com/S/300124\">Huichuan Technology</a>； Regarding lithium battery equipment, we recommend<a href=\"https://laohu8.com/S/300450\">pilot intelligent</a>and<a href=\"https://laohu8.com/S/688006\">Hangke Technology</a>； Regarding lithium and cobalt, we recommend<a href=\"https://laohu8.com/S/603799\">Huayou Cobalt</a>、<a href=\"https://laohu8.com/S/002240\">Shengxin Lithium Energy</a>。</p><p>Risk warning: 1. The growth rate of electric vehicle production and sales will slow down. As the production and sales base of new energy vehicles continues to grow, maintaining a high growth rate will become increasingly difficult, making the launch of mainstream models aimed at the masses crucial. 2. Price wars in the industrial chain are intensifying. The continuous reduction of subsidies and the continuous addition of new production capacity have put pressure on all links in the industrial chain to lower prices; 3. Overseas competitors are rapidly entering the market. With the growth of the domestic market and the weakening of subsidy policies, overseas giants are accelerating their entry into the domestic market, bringing new impacts to the industrial landscape.</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021082511053579e6a544&s=b\">平安证券股份有...</a></p>\n\n\n</div>\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,"symbols_score_info":{"NIO":1}},"isVote":1,"tweetType":1,"viewCount":3078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}