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凌波丶微步

2020-11-18

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Nio's Q3 revenue was 4.526 billion yuan, a year-on-year increase of 146.4%

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06:57","market":"sh","language":"zh","title":"Nio's Q3 revenue was 4.526 billion yuan, a year-on-year increase of 146.4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1190929289","media":"老虎资讯综合","summary":"财报显示，截至9月30日的第三季度，蔚来营收45.26亿元人民币，高于市场预期的43.8亿元，同比大增146.4%，环比增长21.7%。调整后每股亏损0.82元，市场预期亏损1.22元。非GAAP项下的调整后季度净亏损为9.978亿元，较去年同期的净亏损24.51亿元减少59.3%，较今年二季度的净亏损11.77亿元下滑11.8%；调整后归属普通股股东的净亏损为9.96亿元。","content":"<p>After the US stock market closed on November 17,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Released the third quarter 2020 financial report. The financial report shows that in the third quarter ended September 30, Nio's revenue was 4.526 billion yuan, higher than market expectations of 4.38 billion yuan, a year-on-year increase of 146.4% and a quarter-on-quarter increase of 21.7%. The adjusted loss per share was 0.82 yuan, and the market expected a loss of 1.22 yuan.</p><p>The adjusted quarterly net loss under non-GAAP items was 997.8 million yuan, a decrease of 59.3% from the net loss of 2.451 billion yuan in the same period last year, and a decrease of 11.8% from the net loss of 1.177 billion yuan in the second quarter of this year; The adjusted net loss attributable to common shareholders was 996 million yuan.</p><p>The quarter recorded a gross profit of 586 million yuan, an increase of 273 million yuan from the second quarter, while the third quarter of 2019 recorded a gross loss of 222 million yuan. This caused the comprehensive gross profit margin to jump sharply from 8.4% in the second quarter to 12.9%, which was negative 12.1% in the third quarter of 2019. In the second quarter of this year, Nio's gross profit margin turned positive for the first time in history and remained positive.</p><p>The company expects revenue in the fourth quarter of 2020 to be between 6.26 billion and 6.44 billion yuan, higher than analysts' expectations of 5.42 billion yuan. It is expected to deliver 16,500 to 17,000 electric vehicles in the fourth quarter. As of the end of the third quarter, the cash reserves held were 22.2 billion yuan, almost double the 11.2 billion yuan held at the end of the second quarter.</p><p><img src=\"https://static.tigerbbs.com/229a397a00285bd66c3f087289db9587\" tg-width=\"1200\" tg-height=\"351\"></p><p>Nio's stock price fluctuated after hours, and as of press time, it still fell more than 2%.</p><p><img src=\"https://static.tigerbbs.com/f5c0905d9fb3150861cf44edc555799d\" tg-width=\"867\" tg-height=\"663\"></p><p>In terms of projects, Nio's car sales in the third quarter were 4.267 billion yuan, a year-on-year increase of 146.1% and a quarter-on-quarter increase of 22.4%, mainly due to the sales growth of best-selling models such as ES6 and ES8. In the second quarter, car sales also increased year-on-year. A significant increase of more than 146%.</p><p>The gross profit margin of automobile sales was 14.5%, higher than 9.7% in the second quarter of this year. In the third quarter of 2019, it was negative 6.8%, mainly due to the decrease in the purchase price of certain materials and the increase in ES6 and ES8 production in the third quarter, which led to unit manufacturing costs.</p><p>Other sales were 259 million yuan, a year-on-year increase of 150.7% and a quarter-on-quarter increase of 11.3%, mainly due to the increase in revenue generated by home charging pile installation, service and energy package subscriptions, and sold accessories, which was consistent with the increase in car sales in the third quarter. But in the second quarter, this revenue increased by nearly 148% year-on-year and 100% quarter-on-quarter.</p><p>In addition, Nio's cost of sales in the third quarter was 3.94 billion yuan, a year-on-year increase of 91.4% and a quarter-on-quarter increase of 15.7%, mainly due to the year-on-year increase in the delivery volume of ES6 and ES8. R&D expenses were 591 million yuan, a year-on-year decrease of 42.3% and a quarter-on-quarter increase of 8.4%. The higher R&D expenses last year were related to the design and development of EC6 and the new launch of ES8 in the fourth quarter of 2019. Sales, general affairs and administrative expenses were 940 million yuan, a year-on-year decrease of 19.2% and a slight increase of 0.4% month-on-month, mainly due to savings in total costs and improved operational efficiency of marketing and other support functions.</p><p>Nio Motor said in its financial report statement that as vehicle deliveries hit a record high in the third quarter, coupled with further improvements in average selling prices, material costs and manufacturing efficiency,<b>The gross profit margin of automobile sales has been effectively improved, and positive cash flow from operating activities has been achieved for two consecutive quarters. The company's bicycle sales and comprehensive management expenses decreased by 68.2% year-on-year, and the systematic efficiency was significantly improved.</b></p><p>In the third quarter of this year, Nio Motors delivered a total of 12,206 vehicles, exceeding the upper limit of the company's official guidance (11,500 to 11,500 vehicles), a year-on-year increase of 154.3%, of which 4,708 vehicles were delivered in September, a single-month high, a year-on-year increase of 133.2%, including 3,210 ES6, 1,428 ES8 and 16 initially delivered electric vehicles<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Coupe SUV Nio EC6.</p><p>At the beginning of the fourth quarter, Nio's delivery data was also very impressive. In October this year, 5,055 new cars were delivered, continuing to set a new high in the number of brand monthly deliveries, doubling year-on-year, and achieving year-on-year growth for the eighth consecutive month since March this year. Among them, 883 EC6 vehicles were delivered, which is the first monthly large-scale delivery of this new product. All three Nio models have shown a hot sales trend.</p><p>This is not only the first time that Nio's monthly deliveries have exceeded 5,000 vehicles, but also the first time that the monthly sales of Chinese high-end car brands have exceeded 5,000 vehicles. In the first ten months of this year, Nio delivered a total of 31,430 vehicles, a year-on-year increase of 111.4%. Since June 2018, it has delivered a total of 63,343 vehicles.</p>","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>Nio's Q3 revenue was 4.526 billion yuan, a year-on-year increase of 146.4%</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\">\nNio's Q3 revenue was 4.526 billion yuan, a year-on-year increase of 146.4%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2020-11-18 06:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>After the US stock market closed on November 17,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Released the third quarter 2020 financial report. The financial report shows that in the third quarter ended September 30, Nio's revenue was 4.526 billion yuan, higher than market expectations of 4.38 billion yuan, a year-on-year increase of 146.4% and a quarter-on-quarter increase of 21.7%. The adjusted loss per share was 0.82 yuan, and the market expected a loss of 1.22 yuan.</p><p>The adjusted quarterly net loss under non-GAAP items was 997.8 million yuan, a decrease of 59.3% from the net loss of 2.451 billion yuan in the same period last year, and a decrease of 11.8% from the net loss of 1.177 billion yuan in the second quarter of this year; The adjusted net loss attributable to common shareholders was 996 million yuan.</p><p>The quarter recorded a gross profit of 586 million yuan, an increase of 273 million yuan from the second quarter, while the third quarter of 2019 recorded a gross loss of 222 million yuan. This caused the comprehensive gross profit margin to jump sharply from 8.4% in the second quarter to 12.9%, which was negative 12.1% in the third quarter of 2019. In the second quarter of this year, Nio's gross profit margin turned positive for the first time in history and remained positive.</p><p>The company expects revenue in the fourth quarter of 2020 to be between 6.26 billion and 6.44 billion yuan, higher than analysts' expectations of 5.42 billion yuan. It is expected to deliver 16,500 to 17,000 electric vehicles in the fourth quarter. As of the end of the third quarter, the cash reserves held were 22.2 billion yuan, almost double the 11.2 billion yuan held at the end of the second quarter.</p><p><img src=\"https://static.tigerbbs.com/229a397a00285bd66c3f087289db9587\" tg-width=\"1200\" tg-height=\"351\"></p><p>Nio's stock price fluctuated after hours, and as of press time, it still fell more than 2%.</p><p><img src=\"https://static.tigerbbs.com/f5c0905d9fb3150861cf44edc555799d\" tg-width=\"867\" tg-height=\"663\"></p><p>In terms of projects, Nio's car sales in the third quarter were 4.267 billion yuan, a year-on-year increase of 146.1% and a quarter-on-quarter increase of 22.4%, mainly due to the sales growth of best-selling models such as ES6 and ES8. In the second quarter, car sales also increased year-on-year. A significant increase of more than 146%.</p><p>The gross profit margin of automobile sales was 14.5%, higher than 9.7% in the second quarter of this year. In the third quarter of 2019, it was negative 6.8%, mainly due to the decrease in the purchase price of certain materials and the increase in ES6 and ES8 production in the third quarter, which led to unit manufacturing costs.</p><p>Other sales were 259 million yuan, a year-on-year increase of 150.7% and a quarter-on-quarter increase of 11.3%, mainly due to the increase in revenue generated by home charging pile installation, service and energy package subscriptions, and sold accessories, which was consistent with the increase in car sales in the third quarter. But in the second quarter, this revenue increased by nearly 148% year-on-year and 100% quarter-on-quarter.</p><p>In addition, Nio's cost of sales in the third quarter was 3.94 billion yuan, a year-on-year increase of 91.4% and a quarter-on-quarter increase of 15.7%, mainly due to the year-on-year increase in the delivery volume of ES6 and ES8. R&D expenses were 591 million yuan, a year-on-year decrease of 42.3% and a quarter-on-quarter increase of 8.4%. The higher R&D expenses last year were related to the design and development of EC6 and the new launch of ES8 in the fourth quarter of 2019. Sales, general affairs and administrative expenses were 940 million yuan, a year-on-year decrease of 19.2% and a slight increase of 0.4% month-on-month, mainly due to savings in total costs and improved operational efficiency of marketing and other support functions.</p><p>Nio Motor said in its financial report statement that as vehicle deliveries hit a record high in the third quarter, coupled with further improvements in average selling prices, material costs and manufacturing efficiency,<b>The gross profit margin of automobile sales has been effectively improved, and positive cash flow from operating activities has been achieved for two consecutive quarters. The company's bicycle sales and comprehensive management expenses decreased by 68.2% year-on-year, and the systematic efficiency was significantly improved.</b></p><p>In the third quarter of this year, Nio Motors delivered a total of 12,206 vehicles, exceeding the upper limit of the company's official guidance (11,500 to 11,500 vehicles), a year-on-year increase of 154.3%, of which 4,708 vehicles were delivered in September, a single-month high, a year-on-year increase of 133.2%, including 3,210 ES6, 1,428 ES8 and 16 initially delivered electric vehicles<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Coupe SUV Nio EC6.</p><p>At the beginning of the fourth quarter, Nio's delivery data was also very impressive. In October this year, 5,055 new cars were delivered, continuing to set a new high in the number of brand monthly deliveries, doubling year-on-year, and achieving year-on-year growth for the eighth consecutive month since March this year. Among them, 883 EC6 vehicles were delivered, which is the first monthly large-scale delivery of this new product. All three Nio models have shown a hot sales trend.</p><p>This is not only the first time that Nio's monthly deliveries have exceeded 5,000 vehicles, but also the first time that the monthly sales of Chinese high-end car brands have exceeded 5,000 vehicles. In the first ten months of this year, Nio delivered a total of 31,430 vehicles, a year-on-year increase of 111.4%. Since June 2018, it has delivered a total of 63,343 vehicles.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eebab619623966f6e7115434f653b888","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190929289","content_text":"11月17日美股盘后，蔚来发布2020年第三季度财报。财报显示，截至9月30日的第三季度，蔚来营收45.26亿元人民币，高于市场预期的43.8亿元，同比大增146.4%，环比增长21.7%。调整后每股亏损0.82元，市场预期亏损1.22元。非GAAP项下的调整后季度净亏损为9.978亿元，较去年同期的净亏损24.51亿元减少59.3%，较今年二季度的净亏损11.77亿元下滑11.8%；调整后归属普通股股东的净亏损为9.96亿元。当季录得毛利润5.86亿元，较第二季度环比增加2.73亿元，而2019年第三季度曾录得毛亏损2.22亿元。这令综合毛利率从二季度的8.4%大幅跃升至12.9%，2019年三季度曾为负12.1%。今年二季度蔚来的毛利率史上首次转正，并保持在正数状态。公司预计，2020年第四季度营收为62.6亿至64.4亿元之间，高于分析师预期的54.2亿元，预计四季度交付16500至17000辆电动车。截至三季度末所持现金储备222亿元，较二季度末所持的112亿元几乎翻倍。蔚来股价盘后震荡，截至发稿，仍跌超2%。分项目来看，蔚来三季度的汽车销售额为42.67亿元，同比大增146.1%，环比增22.4%，主要由于ES6和ES8等畅销车型的销售增长，二季度时汽车销售额也曾同比大增逾146%。汽车销售毛利率为14.5%，高于今年二季度的9.7%，2019年三季度曾为负6.8%，主要由于某些材料的购买价格下降，以及三季度ES6和ES8产量提升导致单位制造成本降低。其他销售额为2.59亿元，同比激增150.7%，环比增11.3%，主要由于家用充电桩安装、服务和能源套餐订阅以及已售出的配件产生的收入增加，与三季度汽车销量增长一致。但二季度时，这一收入曾同比增长近148%，环比大增100%。此外，三季度蔚来的销售成本为39.4亿元，同比增长91.4%，环比增15.7%，主要由于ES6和ES8的交付量同比增加。研发开支为5.91亿元，同比减少42.3%，环比增8.4%，去年研发费用较高与EC6设计开发和2019年四季度全新推出ES8有关。销售、总务与行政开支为9.4亿元，同比减少19.2%，环比微增0.4%，主要得益于节省了总成本，并提高营销和其他支持功能的运营效率。蔚来汽车在财报声明中表示，由于三季度汽车交付量再创史高，外加平均售价、材料成本和制造效率进一步改善，汽车销售毛利率得以切实提升，并连续两个季度获得正的经营活动现金流。公司的单车销售及综合管理费用同比下降68.2%，体系化效率显著提升。今年三季度，蔚来汽车共交付12206辆汽车，超过公司官方指引的上限（1.1至1.15万辆），同比增长154.3%，其中9月交付4708辆，创单月新高，同比涨133.2%，包括了3210辆ES6、1428辆ES8和16辆初始交付的电动智能轿跑SUV蔚来EC6。第四季度伊始，蔚来的交付数据也非常亮眼。今年10月交付新车5055辆，续创品牌单月交付数新高，同比翻倍，并自今年3月以来连续第8个月实现同比增长。其中，EC6交付883辆，是这一新品的首个月度大规模交付，蔚来三款车型均已呈现出热销态势。这不仅是蔚来月度交付数首次突破5000辆，也是中国高端汽车品牌月销量首次突破5000辆。今年前十月蔚来累计交付31430辆，同比涨111.4%，自2018年6月至今已累计交付63343辆。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":303440602,"gmtCreate":1603247783506,"gmtModify":1705071803829,"author":{"id":"3437778105698414","authorId":"3437778105698414","name":"凌波丶微步","avatar":"https://static.tigerbbs.com/3754fcbf7c996abd0dee10528e834827","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437778105698414","authorIdStr":"3437778105698414"},"themes":[],"htmlText":"66666","listText":"66666","text":"66666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303440602","isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":942803794,"gmtCreate":1596116287118,"gmtModify":1705050612408,"author":{"id":"3437778105698414","authorId":"3437778105698414","name":"凌波丶微步","avatar":"https://static.tigerbbs.com/3754fcbf7c996abd0dee10528e834827","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437778105698414","authorIdStr":"3437778105698414"},"themes":[],"htmlText":"66666","listText":"66666","text":"66666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/942803794","repostId":"1165679841","repostType":4,"isVote":1,"tweetType":1,"viewCount":1370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":942803259,"gmtCreate":1596116277271,"gmtModify":1705050612245,"author":{"id":"3437778105698414","authorId":"3437778105698414","name":"凌波丶微步","avatar":"https://static.tigerbbs.com/3754fcbf7c996abd0dee10528e834827","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437778105698414","authorIdStr":"3437778105698414"},"themes":[],"htmlText":"66666","listText":"66666","text":"66666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/942803259","repostId":"1113421338","repostType":4,"isVote":1,"tweetType":1,"viewCount":1715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":952421999,"gmtCreate":1592195958111,"gmtModify":1705317838469,"author":{"id":"3437778105698414","authorId":"3437778105698414","name":"凌波丶微步","avatar":"https://static.tigerbbs.com/3754fcbf7c996abd0dee10528e834827","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437778105698414","authorIdStr":"3437778105698414"},"themes":[],"htmlText":"66666","listText":"66666","text":"66666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/952421999","repostId":"1171783006","repostType":4,"isVote":1,"tweetType":1,"viewCount":1335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":952423757,"gmtCreate":1592195925679,"gmtModify":1705317838303,"author":{"id":"3437778105698414","authorId":"3437778105698414","name":"凌波丶微步","avatar":"https://static.tigerbbs.com/3754fcbf7c996abd0dee10528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06:57","market":"sh","language":"zh","title":"Nio's Q3 revenue was 4.526 billion yuan, a year-on-year increase of 146.4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1190929289","media":"老虎资讯综合","summary":"财报显示，截至9月30日的第三季度，蔚来营收45.26亿元人民币，高于市场预期的43.8亿元，同比大增146.4%，环比增长21.7%。调整后每股亏损0.82元，市场预期亏损1.22元。非GAAP项下的调整后季度净亏损为9.978亿元，较去年同期的净亏损24.51亿元减少59.3%，较今年二季度的净亏损11.77亿元下滑11.8%；调整后归属普通股股东的净亏损为9.96亿元。","content":"<p>After the US stock market closed on November 17,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Released the third quarter 2020 financial report. The financial report shows that in the third quarter ended September 30, Nio's revenue was 4.526 billion yuan, higher than market expectations of 4.38 billion yuan, a year-on-year increase of 146.4% and a quarter-on-quarter increase of 21.7%. The adjusted loss per share was 0.82 yuan, and the market expected a loss of 1.22 yuan.</p><p>The adjusted quarterly net loss under non-GAAP items was 997.8 million yuan, a decrease of 59.3% from the net loss of 2.451 billion yuan in the same period last year, and a decrease of 11.8% from the net loss of 1.177 billion yuan in the second quarter of this year; The adjusted net loss attributable to common shareholders was 996 million yuan.</p><p>The quarter recorded a gross profit of 586 million yuan, an increase of 273 million yuan from the second quarter, while the third quarter of 2019 recorded a gross loss of 222 million yuan. This caused the comprehensive gross profit margin to jump sharply from 8.4% in the second quarter to 12.9%, which was negative 12.1% in the third quarter of 2019. In the second quarter of this year, Nio's gross profit margin turned positive for the first time in history and remained positive.</p><p>The company expects revenue in the fourth quarter of 2020 to be between 6.26 billion and 6.44 billion yuan, higher than analysts' expectations of 5.42 billion yuan. It is expected to deliver 16,500 to 17,000 electric vehicles in the fourth quarter. As of the end of the third quarter, the cash reserves held were 22.2 billion yuan, almost double the 11.2 billion yuan held at the end of the second quarter.</p><p><img src=\"https://static.tigerbbs.com/229a397a00285bd66c3f087289db9587\" tg-width=\"1200\" tg-height=\"351\"></p><p>Nio's stock price fluctuated after hours, and as of press time, it still fell more than 2%.</p><p><img src=\"https://static.tigerbbs.com/f5c0905d9fb3150861cf44edc555799d\" tg-width=\"867\" tg-height=\"663\"></p><p>In terms of projects, Nio's car sales in the third quarter were 4.267 billion yuan, a year-on-year increase of 146.1% and a quarter-on-quarter increase of 22.4%, mainly due to the sales growth of best-selling models such as ES6 and ES8. In the second quarter, car sales also increased year-on-year. A significant increase of more than 146%.</p><p>The gross profit margin of automobile sales was 14.5%, higher than 9.7% in the second quarter of this year. In the third quarter of 2019, it was negative 6.8%, mainly due to the decrease in the purchase price of certain materials and the increase in ES6 and ES8 production in the third quarter, which led to unit manufacturing costs.</p><p>Other sales were 259 million yuan, a year-on-year increase of 150.7% and a quarter-on-quarter increase of 11.3%, mainly due to the increase in revenue generated by home charging pile installation, service and energy package subscriptions, and sold accessories, which was consistent with the increase in car sales in the third quarter. But in the second quarter, this revenue increased by nearly 148% year-on-year and 100% quarter-on-quarter.</p><p>In addition, Nio's cost of sales in the third quarter was 3.94 billion yuan, a year-on-year increase of 91.4% and a quarter-on-quarter increase of 15.7%, mainly due to the year-on-year increase in the delivery volume of ES6 and ES8. R&D expenses were 591 million yuan, a year-on-year decrease of 42.3% and a quarter-on-quarter increase of 8.4%. The higher R&D expenses last year were related to the design and development of EC6 and the new launch of ES8 in the fourth quarter of 2019. Sales, general affairs and administrative expenses were 940 million yuan, a year-on-year decrease of 19.2% and a slight increase of 0.4% month-on-month, mainly due to savings in total costs and improved operational efficiency of marketing and other support functions.</p><p>Nio Motor said in its financial report statement that as vehicle deliveries hit a record high in the third quarter, coupled with further improvements in average selling prices, material costs and manufacturing efficiency,<b>The gross profit margin of automobile sales has been effectively improved, and positive cash flow from operating activities has been achieved for two consecutive quarters. The company's bicycle sales and comprehensive management expenses decreased by 68.2% year-on-year, and the systematic efficiency was significantly improved.</b></p><p>In the third quarter of this year, Nio Motors delivered a total of 12,206 vehicles, exceeding the upper limit of the company's official guidance (11,500 to 11,500 vehicles), a year-on-year increase of 154.3%, of which 4,708 vehicles were delivered in September, a single-month high, a year-on-year increase of 133.2%, including 3,210 ES6, 1,428 ES8 and 16 initially delivered electric vehicles<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Coupe SUV Nio EC6.</p><p>At the beginning of the fourth quarter, Nio's delivery data was also very impressive. In October this year, 5,055 new cars were delivered, continuing to set a new high in the number of brand monthly deliveries, doubling year-on-year, and achieving year-on-year growth for the eighth consecutive month since March this year. Among them, 883 EC6 vehicles were delivered, which is the first monthly large-scale delivery of this new product. All three Nio models have shown a hot sales trend.</p><p>This is not only the first time that Nio's monthly deliveries have exceeded 5,000 vehicles, but also the first time that the monthly sales of Chinese high-end car brands have exceeded 5,000 vehicles. In the first ten months of this year, Nio delivered a total of 31,430 vehicles, a year-on-year increase of 111.4%. Since June 2018, it has delivered a total of 63,343 vehicles.</p>","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>Nio's Q3 revenue was 4.526 billion yuan, a year-on-year increase of 146.4%</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\">\nNio's Q3 revenue was 4.526 billion yuan, a year-on-year increase of 146.4%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2020-11-18 06:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>After the US stock market closed on November 17,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Released the third quarter 2020 financial report. The financial report shows that in the third quarter ended September 30, Nio's revenue was 4.526 billion yuan, higher than market expectations of 4.38 billion yuan, a year-on-year increase of 146.4% and a quarter-on-quarter increase of 21.7%. The adjusted loss per share was 0.82 yuan, and the market expected a loss of 1.22 yuan.</p><p>The adjusted quarterly net loss under non-GAAP items was 997.8 million yuan, a decrease of 59.3% from the net loss of 2.451 billion yuan in the same period last year, and a decrease of 11.8% from the net loss of 1.177 billion yuan in the second quarter of this year; The adjusted net loss attributable to common shareholders was 996 million yuan.</p><p>The quarter recorded a gross profit of 586 million yuan, an increase of 273 million yuan from the second quarter, while the third quarter of 2019 recorded a gross loss of 222 million yuan. This caused the comprehensive gross profit margin to jump sharply from 8.4% in the second quarter to 12.9%, which was negative 12.1% in the third quarter of 2019. In the second quarter of this year, Nio's gross profit margin turned positive for the first time in history and remained positive.</p><p>The company expects revenue in the fourth quarter of 2020 to be between 6.26 billion and 6.44 billion yuan, higher than analysts' expectations of 5.42 billion yuan. It is expected to deliver 16,500 to 17,000 electric vehicles in the fourth quarter. As of the end of the third quarter, the cash reserves held were 22.2 billion yuan, almost double the 11.2 billion yuan held at the end of the second quarter.</p><p><img src=\"https://static.tigerbbs.com/229a397a00285bd66c3f087289db9587\" tg-width=\"1200\" tg-height=\"351\"></p><p>Nio's stock price fluctuated after hours, and as of press time, it still fell more than 2%.</p><p><img src=\"https://static.tigerbbs.com/f5c0905d9fb3150861cf44edc555799d\" tg-width=\"867\" tg-height=\"663\"></p><p>In terms of projects, Nio's car sales in the third quarter were 4.267 billion yuan, a year-on-year increase of 146.1% and a quarter-on-quarter increase of 22.4%, mainly due to the sales growth of best-selling models such as ES6 and ES8. In the second quarter, car sales also increased year-on-year. A significant increase of more than 146%.</p><p>The gross profit margin of automobile sales was 14.5%, higher than 9.7% in the second quarter of this year. In the third quarter of 2019, it was negative 6.8%, mainly due to the decrease in the purchase price of certain materials and the increase in ES6 and ES8 production in the third quarter, which led to unit manufacturing costs.</p><p>Other sales were 259 million yuan, a year-on-year increase of 150.7% and a quarter-on-quarter increase of 11.3%, mainly due to the increase in revenue generated by home charging pile installation, service and energy package subscriptions, and sold accessories, which was consistent with the increase in car sales in the third quarter. But in the second quarter, this revenue increased by nearly 148% year-on-year and 100% quarter-on-quarter.</p><p>In addition, Nio's cost of sales in the third quarter was 3.94 billion yuan, a year-on-year increase of 91.4% and a quarter-on-quarter increase of 15.7%, mainly due to the year-on-year increase in the delivery volume of ES6 and ES8. R&D expenses were 591 million yuan, a year-on-year decrease of 42.3% and a quarter-on-quarter increase of 8.4%. The higher R&D expenses last year were related to the design and development of EC6 and the new launch of ES8 in the fourth quarter of 2019. Sales, general affairs and administrative expenses were 940 million yuan, a year-on-year decrease of 19.2% and a slight increase of 0.4% month-on-month, mainly due to savings in total costs and improved operational efficiency of marketing and other support functions.</p><p>Nio Motor said in its financial report statement that as vehicle deliveries hit a record high in the third quarter, coupled with further improvements in average selling prices, material costs and manufacturing efficiency,<b>The gross profit margin of automobile sales has been effectively improved, and positive cash flow from operating activities has been achieved for two consecutive quarters. The company's bicycle sales and comprehensive management expenses decreased by 68.2% year-on-year, and the systematic efficiency was significantly improved.</b></p><p>In the third quarter of this year, Nio Motors delivered a total of 12,206 vehicles, exceeding the upper limit of the company's official guidance (11,500 to 11,500 vehicles), a year-on-year increase of 154.3%, of which 4,708 vehicles were delivered in September, a single-month high, a year-on-year increase of 133.2%, including 3,210 ES6, 1,428 ES8 and 16 initially delivered electric vehicles<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Coupe SUV Nio EC6.</p><p>At the beginning of the fourth quarter, Nio's delivery data was also very impressive. In October this year, 5,055 new cars were delivered, continuing to set a new high in the number of brand monthly deliveries, doubling year-on-year, and achieving year-on-year growth for the eighth consecutive month since March this year. Among them, 883 EC6 vehicles were delivered, which is the first monthly large-scale delivery of this new product. All three Nio models have shown a hot sales trend.</p><p>This is not only the first time that Nio's monthly deliveries have exceeded 5,000 vehicles, but also the first time that the monthly sales of Chinese high-end car brands have exceeded 5,000 vehicles. In the first ten months of this year, Nio delivered a total of 31,430 vehicles, a year-on-year increase of 111.4%. Since June 2018, it has delivered a total of 63,343 vehicles.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eebab619623966f6e7115434f653b888","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190929289","content_text":"11月17日美股盘后，蔚来发布2020年第三季度财报。财报显示，截至9月30日的第三季度，蔚来营收45.26亿元人民币，高于市场预期的43.8亿元，同比大增146.4%，环比增长21.7%。调整后每股亏损0.82元，市场预期亏损1.22元。非GAAP项下的调整后季度净亏损为9.978亿元，较去年同期的净亏损24.51亿元减少59.3%，较今年二季度的净亏损11.77亿元下滑11.8%；调整后归属普通股股东的净亏损为9.96亿元。当季录得毛利润5.86亿元，较第二季度环比增加2.73亿元，而2019年第三季度曾录得毛亏损2.22亿元。这令综合毛利率从二季度的8.4%大幅跃升至12.9%，2019年三季度曾为负12.1%。今年二季度蔚来的毛利率史上首次转正，并保持在正数状态。公司预计，2020年第四季度营收为62.6亿至64.4亿元之间，高于分析师预期的54.2亿元，预计四季度交付16500至17000辆电动车。截至三季度末所持现金储备222亿元，较二季度末所持的112亿元几乎翻倍。蔚来股价盘后震荡，截至发稿，仍跌超2%。分项目来看，蔚来三季度的汽车销售额为42.67亿元，同比大增146.1%，环比增22.4%，主要由于ES6和ES8等畅销车型的销售增长，二季度时汽车销售额也曾同比大增逾146%。汽车销售毛利率为14.5%，高于今年二季度的9.7%，2019年三季度曾为负6.8%，主要由于某些材料的购买价格下降，以及三季度ES6和ES8产量提升导致单位制造成本降低。其他销售额为2.59亿元，同比激增150.7%，环比增11.3%，主要由于家用充电桩安装、服务和能源套餐订阅以及已售出的配件产生的收入增加，与三季度汽车销量增长一致。但二季度时，这一收入曾同比增长近148%，环比大增100%。此外，三季度蔚来的销售成本为39.4亿元，同比增长91.4%，环比增15.7%，主要由于ES6和ES8的交付量同比增加。研发开支为5.91亿元，同比减少42.3%，环比增8.4%，去年研发费用较高与EC6设计开发和2019年四季度全新推出ES8有关。销售、总务与行政开支为9.4亿元，同比减少19.2%，环比微增0.4%，主要得益于节省了总成本，并提高营销和其他支持功能的运营效率。蔚来汽车在财报声明中表示，由于三季度汽车交付量再创史高，外加平均售价、材料成本和制造效率进一步改善，汽车销售毛利率得以切实提升，并连续两个季度获得正的经营活动现金流。公司的单车销售及综合管理费用同比下降68.2%，体系化效率显著提升。今年三季度，蔚来汽车共交付12206辆汽车，超过公司官方指引的上限（1.1至1.15万辆），同比增长154.3%，其中9月交付4708辆，创单月新高，同比涨133.2%，包括了3210辆ES6、1428辆ES8和16辆初始交付的电动智能轿跑SUV蔚来EC6。第四季度伊始，蔚来的交付数据也非常亮眼。今年10月交付新车5055辆，续创品牌单月交付数新高，同比翻倍，并自今年3月以来连续第8个月实现同比增长。其中，EC6交付883辆，是这一新品的首个月度大规模交付，蔚来三款车型均已呈现出热销态势。这不仅是蔚来月度交付数首次突破5000辆，也是中国高端汽车品牌月销量首次突破5000辆。今年前十月蔚来累计交付31430辆，同比涨111.4%，自2018年6月至今已累计交付63343辆。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":303440602,"gmtCreate":1603247783506,"gmtModify":1705071803829,"author":{"id":"3437778105698414","authorId":"3437778105698414","name":"凌波丶微步","avatar":"https://static.tigerbbs.com/3754fcbf7c996abd0dee10528e834827","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437778105698414","idStr":"3437778105698414"},"themes":[],"htmlText":"66666","listText":"66666","text":"66666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303440602","isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":942803794,"gmtCreate":1596116287118,"gmtModify":1705050612408,"author":{"id":"3437778105698414","authorId":"3437778105698414","name":"凌波丶微步","avatar":"https://static.tigerbbs.com/3754fcbf7c996abd0dee10528e834827","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437778105698414","idStr":"3437778105698414"},"themes":[],"htmlText":"66666","listText":"66666","text":"66666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/942803794","repostId":"1165679841","repostType":4,"isVote":1,"tweetType":1,"viewCount":1370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":942803259,"gmtCreate":1596116277271,"gmtModify":1705050612245,"author":{"id":"3437778105698414","authorId":"3437778105698414","name":"凌波丶微步","avatar":"https://static.tigerbbs.com/3754fcbf7c996abd0dee10528e834827","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437778105698414","idStr":"3437778105698414"},"themes":[],"htmlText":"66666","listText":"66666","text":"66666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/942803259","repostId":"1113421338","repostType":4,"isVote":1,"tweetType":1,"viewCount":1715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":952423757,"gmtCreate":1592195925679,"gmtModify":1705317838303,"author":{"id":"3437778105698414","authorId":"3437778105698414","name":"凌波丶微步","avatar":"https://static.tigerbbs.com/3754fcbf7c996abd0dee10528e834827","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437778105698414","idStr":"3437778105698414"},"themes":[],"htmlText":"66666","listText":"66666","text":"66666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/952423757","repostId":"1188146757","repostType":4,"isVote":1,"tweetType":1,"viewCount":1285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}