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小鵬汽車、理想汽車均創上市新高
格隆匯12月1日丨小鵬汽車漲8.18%至219.6港元,創上市新高價,市值3759億港元;理想汽車漲近8%至141.6港元,亦創上市新高,市值2925億港元。消息面上,小鵬汽車董事長何小鵬發表演講時表示,2024年以後的汽車將會有少部分飛到天空,2030年會更大範圍地佔領天空。小鵬將在2022年的下半年開始探索RoboTaxi。另外,小鵬汽車此前公佈的三季報顯示,Q3營收57.20億元,同比增長187.4%。理想汽車11月29日公佈的業績顯示,Q3營收77.8億,同比增209.7%,non-GAAP淨利潤3.36億,均大超市場預期;Q3綜合毛利率23.3%,環比大幅增加4.4pct,再次超越蔚來、小鵬;指引Q4交付3萬-3.2萬台,對於2021全年交付8.53-8.73萬台。


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