东吴证券：维持蔚来-SW(09866)“买入”评级 Q2营收同环比正增长新车交付将提振销量_老虎社区_美港股上老虎

东吴证券：维持蔚来-SW(09866)“买入”评级 Q2营收同环比正增长新车交付将提振销量

智通财经2022-09-13

智通财经APP获悉，东吴证券发布研究报告称，维持蔚来-SW(09866)“买入”评级，预测2022-24年营收为572.55/896.39/1442.08亿元(同比增58.44%/56.56%/60.88%)，基于NT2平台的中大型SUVES7于8月开启交付，同时前期涨价订单于Q3开始陆续交付，预计Q3毛利率将得到一定修复;全年来看ET5将于9月底开启交付，ET5有望贡献较大销量增量。公司22Q2...

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明天更好更好
·2022-09-14
蔚来汽车未来前途无量之
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昨夜梦见你
·2022-09-14
心有多大、舞台就有多大！
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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n东吴证券：维持蔚来-SW(09866)“买入”评级 Q2营收同环比正增长 新车交付将提振销量\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 09:52 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/790909.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，东吴证券发布研究报告称，维持蔚来-SW(09866)“买入”评级，预测2022-24年营收为572.55/896.39/1442.08亿元(同比增58.44%/56.56%/60.88%)，基于NT2平台的中大型SUVES7于8月开启交付，同时前期涨价订单于Q3开始陆续交付，预计Q3毛利率将得到一定修复;全年来看ET5将于9月底开启交付，ET5有望贡献较大销量增量。公司22Q2...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/790909.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601555":"东吴证券","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"http://www.zhitongcaijing.com/content/detail/790909.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267888306","content_text":"智通财经APP获悉，东吴证券发布研究报告称，维持蔚来-SW(09866)“买入”评级，预测2022-24年营收为572.55/896.39/1442.08亿元(同比增58.44%/56.56%/60.88%)，基于NT2平台的中大型SUVES7于8月开启交付，同时前期涨价订单于Q3开始陆续交付，预计Q3毛利率将得到一定修复;全年来看ET5将于9月底开启交付，ET5有望贡献较大销量增量。公司22Q2实现营业总收入102.92亿元(同环比+21.83%/+3.85%)。Q3来看公司预计车辆交付量将在31000至33000辆之间，即9月蔚来销量约为10271-12271辆。报告中称，公司1)ET7交付占比提高作用下Q2蔚来营收环比实现正增长，期内交付25059辆(同比+14.45%)。其中ET7Q2交付6749辆，占总销量比环比提升26.3pct，产品结构改善使单车收入提升，2022Q2单车收入为38.19万元/辆(同环比+5.7%/+6.46%)。2)营销活动增加&销售网络持续扩张，同时持续大力投入研发，费用率同环比均上行。2022Q2季度研发费用率为20.88%，研发费用率提高主因研发职能人员成本增加以及新产品和技术的增量设计和开发成本提高;SG&A费用率为22.18%，同环比提升是由于销售和服务网络扩张以及营销和促销费用的增加，截至6月底全国累计布局55家蔚来中心+359家蔚来空间。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":663882237,"gmtCreate":1663087004430,"gmtModify":1663087005573,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"心有多大、舞台就有多大！","listText":"心有多大、舞台就有多大！","text":"心有多大、舞台就有多大！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663882237","repostId":2267888306,"repostType":2,"repost":{"id":"2267888306","pubTimestamp":1663033942,"share":"https://www.laohu8.com/m/news/2267888306?lang=&edition=full","pubTime":"2022-09-13 09:52","market":"hk","language":"zh","title":"东吴证券：维持蔚来-SW(09866)“买入”评级 Q2营收同环比正增长 新车交付将提振销量","url":"https://stock-news.laohu8.com/highlight/detail?id=2267888306","media":"智通财经","summary":"公司22Q2实现营业总收入102.92亿元。Q3来看公司预计车辆交付量将在31000至33000辆之间，即9月蔚来销量约为10271-12271辆。报告中称，公司1)ET7交付占比提高作用下Q2蔚来营收环比实现正增长，期内交付25059辆。2)营销活动增加&销售网络持续扩张，同时持续大力投入研发，费用率同环比均上行。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/601555\">东吴证券</a>发布研究报告称，维持<a href=\"https://laohu8.com/S/09866\">蔚来-SW</a>(09866)“买入”评级，预测2022-24年营收为572.55/896.39/1442.08亿元(同比增58.44%/56.56%/60.88%)，基于NT2平台的中大型SUVES7于8月开启交付，同时前期涨价订单于Q3开始陆续交付，预计Q3毛利率将得到一定修复;全年来看ET5将于9月底开启交付，ET5有望贡献较大销量增量。公司22Q2实现营业总收入102.92亿元(同环比+21.83%/+3.85%)。Q3来看公司预计车辆交付量将在31000至33000辆之间，即9月<a href=\"https://laohu8.com/S/NIO\">蔚来</a>销量约为10271-12271辆。</p><p>报告中称，公司<strong>1)ET7交付占比提高作用下Q2<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>营收环比实现正增长</strong>，期内交付25059辆(同比+14.45%)。其中ET7Q2交付6749辆，占总销量比环比提升26.3pct，产品结构改善使单车收入提升，2022Q2单车收入为38.19万元/辆(同环比+5.7%/+6.46%)。<strong>2)营销活动增加&amp;销售网络持续扩张</strong>，同时持续大力投入研发，费用率同环比均上行。2022Q2季度研发费用率为20.88%，研发费用率提高主因研发职能人员成本增加以及新产品和技术的增量设计和开发成本提高;SG&amp;A费用率为22.18%，同环比提升是由于销售和服务网络扩张以及营销和促销费用的增加，截至6月底全国累计布局55家蔚来中心+359家蔚来空间。</p></body></html>","source":"stock_zhitongcaijing","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>东吴证券：维持蔚来-SW(09866)“买入”评级 Q2营收同环比正增长 新车交付将提振销量</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; 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