Report center

国金证券-汽车及汽车零部件行业周报：整车边际变化亮眼，英伟达开启人形机器人项目-240324

终端：小鹏Q4财报表现强劲，理想下调业绩预期开启调整期。（1）小鹏汽车：受益Q4新车G6/G9放量+公司控费成效显著，23Q4营收130.5亿元，同/环比+154%/+53%，系本财政年度G6及G9的销售快速增长所致。23Q4毛利8.1亿元实现首次转正。（2）理想汽车：由于销售订单不及预期，公司预计24Q1的车辆交付量由10-10.3万辆下调至7.6-7.8万辆。L6新车情况是重要判断点，该车预计

No subject companies

Publishers

国金证券 View content →

Suggested next hops

Ranked by edge type and evidence strength (max 5). Prefer these over scrolling the full lists.

1国金证券Published by or linked to this institution1

Ask about this report neighborhood Read full report →

No related industries

No related reports

← Back to knowledge graph