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蔚來(09866.HK)升近3% 首季經調整淨利潤4,455萬人民幣實現按年扭虧
蔚來集團(09866.HK)公布截至2026年3月31日止第一季度未經審計業績,收入總額錄得255.327億元人民幣(下同),按年增長112.2%。期內歸屬於蔚來集團普通股股東的淨虧損錄得4.96億元,相較2025年第一季度的淨虧損68.91億元大幅收窄;每股普通股基本及攤薄淨虧損均為0.2元。扣除股權激勵費用後,首季歸屬於蔚來集團普通股股東經調整淨利潤(非...
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蔚來(09866.HK)升近3% 首季經調整淨利潤4,455萬人民幣實現按年扭虧
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蔚來集團(09866.HK)  -0.700 (-1.636%)    Short selling $79.43M; Ratio 36.835%   公布截至2026年3月31日止第一季度未經審計業績,收入總額錄得255.327億元人民幣(下同),按年增長112.2%。期內歸屬於蔚來集團普通股股東的淨虧損錄得4.96億元,相較2025年第一季度的淨虧損68.91億元大幅收窄;每股普通股基本及攤薄淨虧損均為0.2元。扣除股權激勵費用後,首季歸屬於蔚來集團普通股股東經調整淨利潤(非公認會計準則)錄得4,454.9萬元,相較2025年第一季度的淨虧損62.76億元,實現按年扭虧為盈 。

期內,毛利錄得48.591億元,按年大幅增長428.4%;整體毛利率為19%,較2025年同期的7.6%上升。

期內汽車銷售額為227.837億元,按年增長129.2%;汽車毛利率達到18.8%,較2025年同期的10.2%上升。第一季度汽車交付量達83,465輛,較2025年第一季度增長98.3%。有關交付量包括蔚來品牌汽車58,543輛、樂道品牌汽車13,339輛,以及螢火蟲品牌汽車11,583輛。此外,公司於2026年4月交付了29,356輛汽車,截至2026年4月30日,年內累計已交付112,821輛汽車。

新產品方面,蔚來科技行政旗艦SUV ES9已於4月開啟預售,並將於5月27日正式上市交付;樂道L80亦已於5月中旬正式上市 。

截至2026年3月31日,公司的現金及現金等價物、受限制現金、短期投資及長期定期存款總額為482億元。公司於第一季度實現了正向經營活動現金流,且淨流動資產已轉為正值。

展望2026年第二季度,蔚來預期汽車交付量將介乎110,000至115,000輛,較2025年同一季度增加約52.7%至59.6%;季度收入總額預期介乎327.77億元至344.36億元之間,按年增長約72.4%至81.2% 。

蔚來今日高開2.75%,最高見44.38元。現報44.18元,升2.84%,成交82.44萬股,涉資3,627.74萬元。(ad/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-26 12:25.)

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