TMT Post
2023.03.18 08:51


小鹏汽车发布了 2022 年第四季度财报,销量崩盘导致收入大幅下降,总销量仅有 2.2 万辆,同比下滑 40%;销量指引继续差,一季度销量预计在 1.8-1.9 万辆之间;被压缩的单车毛利率成为拖累,本季度的毛利率再次下降;刚性费用继续压制经营利润率。虽然财报不理想,但小鹏拥有现金储备,估值偏低,有安全垫,并有 P7i 带来希望。困境已在股价中反映,市场是否愿意看到小鹏在这个困境中的机会则要观察。小鹏目前需要寻求新的增长点,提高交付量,才能形成规模效应。

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