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2021-08-25

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New Energy Vehicle Industry Weekly Report: Nio releases second quarter 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 second quarter financial report

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In terms of sales revenue, Nio achieved total revenue of 8.45 billion yuan in 2Q21, a year-on-year increase of 127.2% and a month-on-month increase of 5.8%. In 2Q21, the vehicle sales business accounted for 93.7% of Nio's total revenue, reaching 7.91 billion yuan.</p><p>Starting in 2Q20, Nio's<span>GROSS PROFIT</span>Turning positive, the gross profit margin of vehicles in the first quarter and second quarter of 2021 was 21.16%/20.27% respectively, and the average bicycle revenue was 369,200 yuan/361,300 yuan respectively. Comparing XPeng and<a href=\"https://laohu8.com/S/LI\">Li Auto</a>, Nio's gross profit margin is the highest among the three new car-making forces. In the long run, Nio's vehicle gross profit margin target is to reach 25%. 2Q21 Nio Before Tax<span>Net profit</span>-585 million, the loss narrowed significantly year-on-year and expanded month-on-month. The expansion in losses came from the increase in research and development expenses and selling, administrative and general expenses.</p><p>At present, Nio has released a total of 4 models, including three SUV models that have been launched. ES6 and EC6 account for a relatively large proportion of sales in Nio. Nio will launch three new models on the NT2.0 platform, including the ET7, in 2022. One of the other two models will be the lowest price among Nio brands. At the same time, Nio will launch a brand new. The brand positioning is lower than Nio brands and focuses on the mainstream mass market.</p><p>Industry trends:<a href=\"https://laohu8.com/S/603026\">Shi Dashenghua</a>、<a href=\"https://laohu8.com/S/300568\">Star source material</a>Release the 21-year semi-annual report;<a href=\"https://laohu8.com/S/002245\">Azure lithium core</a>Reached a battery supply agreement with Bosch; Chengdu issued detailed rules for the management of electric vehicle charging facilities in residential areas; The stock prices of lithium battery companies fell this week, and new energy vehicle theme funds were adjusted; Chengdu releases detailed rules for the management of electric vehicle charging facilities in residential areas.</p><p>Investment advice: With the intensification of policies and car companies, the penetration of new energy vehicles in the global market is ushering in a new round of acceleration, and the industry prosperity continues to rise. It is recommended to pay attention to<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>For the main line of new forces represented, as well as the catching-up process of new models such as Volkswagen, we recommend leading and second-line flexible targets. In terms of complete vehicles, highly recommended<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>, recommended<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>； In terms of battery materials, recommended<a href=\"https://laohu8.com/S/300750\">Ningde era</a>、<a href=\"https://laohu8.com/S/300073\">Dangsheng Technology</a>、<a href=\"https://laohu8.com/S/600884\">Shanshan shares</a>； In terms of motor electronic control, it is recommended to pay attention to<a href=\"https://laohu8.com/S/600580\">Wolong electric drive</a>、<a href=\"https://laohu8.com/S/300124\">Inovance Technology</a>； In terms of lithium battery equipment, it is recommended to pay attention<a href=\"https://laohu8.com/S/300450\">Pilot intelligence</a>And<a href=\"https://laohu8.com/S/688006\">Hangke Technology</a>； In terms of lithium and cobalt, it is recommended to pay attention<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 is slowing down. As the production and sales base of new energy vehicles continues to grow, it will become increasingly difficult to maintain high growth rates, and the launch of mainstream models for the public has become the key; 2. The price war in the industrial chain has intensified. The continuous decline of subsidies and the continuous launch of new production capacity have caused all links in the industrial chain to face price reduction pressure; 3. The influx of overseas competitors is accelerating. With the growth of the domestic market and the weakening of subsidy policies, the pace of overseas giants entering the domestic market is accelerating, bringing new impacts to the industrial structure.</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 second quarter 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 second quarter 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>Released the second quarter financial report. 21,896 new cars were delivered in 2Q21, a year-on-year increase of 111.9% and a quarter-on-quarter increase of 9.2% in 1Q21. In terms of sales revenue, Nio achieved total revenue of 8.45 billion yuan in 2Q21, a year-on-year increase of 127.2% and a month-on-month increase of 5.8%. In 2Q21, the vehicle sales business accounted for 93.7% of Nio's total revenue, reaching 7.91 billion yuan.</p><p>Starting in 2Q20, Nio's<span>GROSS PROFIT</span>Turning positive, the gross profit margin of vehicles in the first quarter and second quarter of 2021 was 21.16%/20.27% respectively, and the average bicycle revenue was 369,200 yuan/361,300 yuan respectively. Comparing XPeng and<a href=\"https://laohu8.com/S/LI\">Li Auto</a>, Nio's gross profit margin is the highest among the three new car-making forces. In the long run, Nio's vehicle gross profit margin target is to reach 25%. 2Q21 Nio Before Tax<span>Net profit</span>-585 million, the loss narrowed significantly year-on-year and expanded month-on-month. The expansion in losses came from the increase in research and development expenses and selling, administrative and general expenses.</p><p>At present, Nio has released a total of 4 models, including three SUV models that have been launched. ES6 and EC6 account for a relatively large proportion of sales in Nio. Nio will launch three new models on the NT2.0 platform, including the ET7, in 2022. One of the other two models will be the lowest price among Nio brands. At the same time, Nio will launch a brand new. The brand positioning is lower than Nio brands and focuses on the mainstream mass market.</p><p>Industry trends:<a href=\"https://laohu8.com/S/603026\">Shi Dashenghua</a>、<a href=\"https://laohu8.com/S/300568\">Star source material</a>Release the 21-year semi-annual report;<a href=\"https://laohu8.com/S/002245\">Azure lithium core</a>Reached a battery supply agreement with Bosch; Chengdu issued detailed rules for the management of electric vehicle charging facilities in residential areas; The stock prices of lithium battery companies fell this week, and new energy vehicle theme funds were adjusted; Chengdu releases detailed rules for the management of electric vehicle charging facilities in residential areas.</p><p>Investment advice: With the intensification of policies and car companies, the penetration of new energy vehicles in the global market is ushering in a new round of acceleration, and the industry prosperity continues to rise. It is recommended to pay attention to<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>For the main line of new forces represented, as well as the catching-up process of new models such as Volkswagen, we recommend leading and second-line flexible targets. In terms of complete vehicles, highly recommended<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>, recommended<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>； In terms of battery materials, recommended<a href=\"https://laohu8.com/S/300750\">Ningde era</a>、<a href=\"https://laohu8.com/S/300073\">Dangsheng Technology</a>、<a href=\"https://laohu8.com/S/600884\">Shanshan shares</a>； In terms of motor electronic control, it is recommended to pay attention to<a href=\"https://laohu8.com/S/600580\">Wolong electric drive</a>、<a href=\"https://laohu8.com/S/300124\">Inovance Technology</a>； In terms of lithium battery equipment, it is recommended to pay attention<a href=\"https://laohu8.com/S/300450\">Pilot intelligence</a>And<a href=\"https://laohu8.com/S/688006\">Hangke Technology</a>； In terms of lithium and cobalt, it is recommended to pay attention<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 is slowing down. As the production and sales base of new energy vehicles continues to grow, it will become increasingly difficult to maintain high growth rates, and the launch of mainstream models for the public has become the key; 2. The price war in the industrial chain has intensified. The continuous decline of subsidies and the continuous launch of new production capacity have caused all links in the industrial chain to face price reduction pressure; 3. The influx of overseas competitors is accelerating. With the growth of the domestic market and the weakening of subsidy policies, the pace of overseas giants entering the domestic market is accelerating, bringing new impacts to the industrial structure.</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":1227,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}