NIO Surpasses Q4 Earnings Expectations, Eyes Growth With New Electric Flagship Launch
NIO Surpasses Q4 Earnings Expectations, Eyes Growth With New Electric Flagship Launch
Chinese electric vehicle startup NIO, Inc (NYSE: NIO) reported fourth-quarter revenue of 17.10 billion yuan ($2.41 billion), up by 6.5% year-over-year and down by 10.3% from the previous quarter. Analysts, on average, estimated revenue of $2.29 billion for the quarter.
中國電動汽車初創公司蔚來公司（紐約證券交易所代碼：NIO）公佈的第四季度收入爲171.0億元人民幣（合24.1億美元），同比增長6.5％，較上一季度下降10.3％。分析師平均估計本季度收入爲22.9億美元。
Excluding share-based compensation expenses, the company reported an adjusted loss of (2.81) yuan or ($0.39) compared to (3.07) yuan in the year-ago quarter and (2.28) yuan in the third quarter of 2023. Analysts had called for a loss of $(0.51) per share.
不包括基於股份的薪酬支出，該公司報告的調整後虧損爲（2.81）元人民幣或（0.39美元），而去年同期的虧損爲（3.07元）元人民幣，2023年第三季度爲（2.28元）元。分析師曾呼籲每股虧損0.51美元。
Vehicle deliveries were 50,045 in the quarter, up by 25% Y/Y and down by 9.7% Q/Q. Consequently, vehicle revenue climbed 4.6% Y/Y and down by 11.3% Q/Q.
本季度汽車交付量爲50,045輛，同比增長25％，環比下降9.7％。因此，汽車收入同比增長4.6％，環比下降11.3％。
Gross margin for the quarter expanded to 7.5%, up from the year ago's 3.9% and down from the previous quarter's 8.0%, as vehicle margin expanded from 6.8% a year ago to 11.9%.
由於汽車利潤率從去年同期的6.8％增長到11.9％，該季度的毛利率從去年同期的3.9％上升至7.5％，低於上一季度的8.0％。
Cash and cash equivalents, restricted cash, short-term investment, and long-term time deposits were 57.3 billion yuan ($8.1 billion) as of December 31, 2023.
截至2023年12月31日，現金及現金等價物、限制性現金、短期投資和長期定期存款爲573億元人民幣（合81億美元）。
William Bin Li, founder, Chair and CEO of NIO, "At NIO Day 2023, we unveiled ET9, our smart electric executive flagship, showcasing a suite of our latest technologies, including our self-developed AD chip, full-domain 900V architecture, advanced intelligent chassis system and various other industry-leading innovations."
蔚來創始人、董事長兼首席執行官李威廉（William Bin Li）表示：“在2023年蔚來日上，我們推出了我們的智能電動執行旗艦產品ET9，展示了一系列最新技術，包括我們自主開發的AD芯片、全域900V架構、先進的智能底盤系統和其他各種行業領先的創新。”
"We will soon start deliveries of 2024 NIO products equipped with the highest computing power among production vehicles and constantly enhance users' driving and digital experience. Meanwhile, we plan to release Navigate on Pilot Plus (NOP+) for urban roads to all NT2.0 users in the second quarter."
“我們將很快開始交付2024款蔚來產品，這些產品配備了量產車中最高的計算能力，並不斷增強用戶的駕駛和數字體驗。同時，我們計劃在第二季度向所有NT2.0用戶發佈適用於城市道路的Navigate on Pilot Plus（NOP+）。”
NIO's Forward Outlook: The company guided deliveries of 31,000 – 33,000 units for the first quarter, or (0.1)% – 6.3% Y/Y.
蔚來汽車的前瞻展望：該公司指導第一季度交付31,000至33,000輛，同比增長（0.1）％至6.3％。
The company expects first quarter revenue of $1.48 billion – $1.56 billion, representing (1.7)% – 3.8% Y/Y growth and below the consensus of $2.28 billion.
該公司預計第一季度收入爲14.8億美元至15.6億美元，同比增長（1.7）％至3.8％，低於市場預期的22.8億美元。
Investors can gain exposure to NIO via KraneShares MSCI China Clean Technology Index ETF (NYSE:KGRN) and Invesco Golden Dragon China ETF (NASDAQ:PGJ).
投資者可以通過KraneShares MSCI中國清潔技術指數ETF（紐約證券交易所代碼：KGRN）和景順金龍中國ETF（納斯達克股票代碼：PGJ）獲得蔚來投資蔚來股票。
Price Action: NIO shares traded lower by 0.94% at $5.28 premarket on the last check Tuesday.
價格走勢：蔚來股票在週二的最後一次盤前交易中下跌0.94％，至5.28美元。
Photo by T. Schneider on Shutterstock
T. Schneider 在 Shutterstock 上拍攝的照片