路翊
2021.08.27 14:23

$小鹏汽车(XPEV.US)

小鹏汽车中报二季度营收 37.6 亿元,超预报的 34.9 亿元 7.7%,同比增长 536.7%。每股收益-0.75 元,也比预报的-1.21 元好很多。

新能源三傻今年以来,各自的命运不同,格局变化快。蔚来近期被推上风口浪尖,接二连三的失败公关让这颗冉冉升起的新星瞬间暗淡。

虽然理想在最近两个月的销量超越了小鹏,但是在纯电和增程两条路线上,还有争议。而且,Q3 小鹏的销量预计更上层楼,三季度交付量有望达到 2.15 万-2.25 万辆。

个人观察,公司里同事开的最多的是特斯拉,其次蔚来和小鹏不相伯仲,而理想目前开得不多。就从这个小样本来看,电动三傻中,我觉得小鹏还是很有潜力的。

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