中国高端智能电动车制造商,主打增程式SUV和MPV,像带发电机的电动车,解决里程焦虑。
收入几乎全靠卖车,毛利率从2023年的22.2%滑到2026年一季度的7.87%,且该季度净亏CNY 2.28B,盈利不稳定。
增程技术先发和家庭用户口碑有一定壁垒,但特斯拉、比亚迪、蔚来都在猛攻同价位,价格战压毛利率,护城河在被稀释。
Sell (sector percentile 1) — value F, growth F, profitability D-, momentum F, revisions C-. Updated daily, sector-relative, identical for every user.

Key events, in time order
Multiple independent sources confirm LI on next week's earnings calendar
None yet
None yet
No comments yet.
Facts and opinions separated · All items sourced · Not investment advice