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小鹏汽车

17.55

-1.6000-8.36%

盘前：17.900.3500+1.99%06:37 EDT

成交量：1,430.16万

成交额：2.56亿

市值：167.58亿

市盈率：-102.56

高：18.70

开：18.36

低：17.39

收：19.15

52周最高：28.24

52周最低：15.38

股本：9.55亿

流通股本：6.70亿

量比：1.97

换手率：2.13%

股息：- -

股息率：- -

每股收益(TTM):-0.1711

每股收益(LYR):-0.1711

净资产收益率：-3.70%

总资产收益率：-1.78%

市净率：3.82

市盈率(LYR):-102.56

数据加载中...

总览公司新闻资讯公告

《大行》里昂：小鹏(09868.HK)去年业绩符预期升目标价至80元

阿斯达克财经

首次单季盈利，小鹏汽车再砸70亿元重押“物理AI”

小摩：重申小鹏汽车-W(09868)“增持”评级看好AI布局及新车周期

小鹏汽车何小鹏：图灵芯片累计出货超20万片，今年全年出货量目标近100万片

国际金融报

【券商聚焦】招银国际维持小鹏汽车(09868/XPEV)“买入”评级料下半年人形机器人量产有望成为股价上涨的催化剂

小鹏(09868.HK)成立Robotaxi业务部旗舰SUV“小鹏GX”下季上市

阿斯达克财经

集体盈利！新周期来了？

中国基金报

《大行》高盛：小鹏(09868.HK)首季收入指引胜预期料投资者关注毛利率指引等

阿斯达克财经

《大行》花旗降小鹏(09868.HK)目标价至100元料首季整体毛利率20%

阿斯达克财经

小鹏汽车－Ｗ(09868)出现大手买入7.42万股，成交价$72.05，涉资534.611万

阿斯达克财经

《大行》野村降小鹏汽车(09868.HK)目标价至94元看好实体AI长远发展维持“买入”评级

阿斯达克财经

中金：维持小鹏汽车-W(09868)跑赢行业评级目标价90港元

蔚小理各有本领

卖得好不如赚得多财报揭示新势力车企竞争逻辑生变

对话大众汽车奥博穆：对与小鹏的合作感到非常满意

单季盈利3.8亿元，押注AI，小鹏的野心不止于汽车

国际金融报

“不务正业”的小鹏，第一次单季度盈利了

纳斯达克中国金龙指数跌2%，金山云跌超10%，禾赛跌超8%，拼多多微涨

老虎资讯综合

宇树科技赚钱了，有些新势力还在亏损

何小鹏：今年小鹏汽车物理AI相关研发投入预计提升至70亿元

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15:25","pubTimestamp":1774250700,"startTime":"0","endTime":"0","summary":"将智能化的故事，升级为更宏大的“物理AI”叙事后，小鹏汽车正迎来一系列变化。飞行汽车、人形机器人与整车业务一同加速布局，共同构成小鹏的“物理AI”应用矩阵。业绩层面，2025年第四季度，小鹏汽车首次实现季度盈利；全年总收入达767.2亿元，创历史新高，净亏损收窄至11.4亿元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603233680860128.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603233680860128.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1610","EVS.SI","BK4551","BK4555","09868","LU0593848301.USD","BK4526","XPEG","XPEV","BK1587","BK4505","BK1539","BK1575","BK1119","BK4099","BK1588"],"gpt_icon":1},{"id":"2621722040","title":"小摩：重申小鹏汽车-W(09868)“增持”评级 看好AI布局及新车周期","url":"https://stock-news.laohu8.com/highlight/detail?id=2621722040","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621722040?lang=zh_cn&edition=fundamental","pubTime":"2026-03-23 14:27","pubTimestamp":1774247263,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，摩根大通发布研报称，按非non-GAAP准则计算，小鹏汽车-W2025财年全年盈利较该行及市场预期高出50%至70%，表现亮眼。小摩认为，小鹏与蔚来-SW是中国汽车行业的核心复苏交易对象，并视之为2026年具吸引力的买入机会。预期在领先的技术布局、强劲的2026年新车型周期、盈利能力持续改善、稳健的海外增长动力及多元化业务贡献支持下，小鹏股价有望进一步重估。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1417267.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1575","BK4555","BK4551","09868","BK1539","BK1587","EVS.SI","XPEV","BK1610","BK1588","BK1119","BK4526","BK4505","BK4099","XPEG","LU0593848301.USD"],"gpt_icon":1},{"id":"2621722270","title":"小鹏汽车何小鹏：图灵芯片累计出货超20万片，今年全年出货量目标近100万片","url":"https://stock-news.laohu8.com/highlight/detail?id=2621722270","media":"国际金融报","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621722270?lang=zh_cn&edition=fundamental","pubTime":"2026-03-23 14:10","pubTimestamp":1774246243,"startTime":"0","endTime":"0","summary":"3月20日，小鹏汽车发布2025年第四季度及全年业绩会并召开线上业绩电话会议。财报显示，2025年全年，小鹏研发支出为94.9亿元，同比增长47%，其中AI相关研发投入为45亿元。会上，公司董事长何小鹏表示，第二代VLA模型性能提升，得益于自研图灵芯片与大模型、编译器的联合优化，实现有效算力10倍提升。自2025年三季度量产上车以来，图灵芯片累计出货量已超过20万片。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603233680737960.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603233680737960.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1539","BK4099","BK4588","BK4555","09868","BK1587","LU0593848301.USD","BK1575","BK4535","BK1610","BK1119","EVS.SI","BK4505","BK1588","BK4551","XPEG","XPEV","BK4585","BK4526"],"gpt_icon":0},{"id":"2621997724","title":"【券商聚焦】招银国际维持小鹏汽车(09868/XPEV)“买入”评级 料下半年人形机器人量产有望成为股价上涨的催化剂","url":"https://stock-news.laohu8.com/highlight/detail?id=2621997724","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621997724?lang=zh_cn&edition=fundamental","pubTime":"2026-03-23 13:35","pubTimestamp":1774244139,"startTime":"0","endTime":"0","summary":"金吾财讯 | 招银国际研报指，小鹏汽车 4Q25收入同比提升38%至223亿元，创历史新高，较该机构的预测高5%，源于来自大众的技术研发服务收入和碳积分收入超预期。另外，2H26人形机器人量产有望成为股价上涨的催化剂：根据该机构的供应链渠道调研，小鹏计划在2026年底前生产2,000台Iron机器人。小鹏此前亦指引2030年实现人形机器人年销量100万台的目标，这或将带来翻倍的收入，而该机构目前仅在2027年的预测中反映了少量的机器人收入。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1977030","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4099","BK4551","LU0593848301.USD","XPEV","BK4526","EVS.SI","BK1588","BK4555","BK1539","BK1575","BK1587","09868","BK1610","XPEG","BK4505","BK1119"],"gpt_icon":1},{"id":"2621724381","title":"小鹏(09868.HK)成立Robotaxi业务部 旗舰SUV“小鹏GX”下季上市","url":"https://stock-news.laohu8.com/highlight/detail?id=2621724381","media":"阿斯达克财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621724381?lang=zh_cn&edition=fundamental","pubTime":"2026-03-23 13:19","pubTimestamp":1774243140,"startTime":"0","endTime":"0","summary":"小鹏汽车-W(09868.HK) Robotaxi业务部今日(23日)成立。该部门负责统筹产品定义、项目集成、研发测试及营运工作，采用一级组织模式运作，高效协同和复用小鹏汽车各中心平台化资源。资料显示，小鹏上月将自动驾驶中心与智能座舱中心合并，成立“通用智能中心”，完成从技术底层到“统一基座”的转变。Robotaxi业务部的设立，关键是向应用层加速商业落地。小鹏透露，其搭载第二代VLA模型的大六座旗舰SUV小鹏GX已于上月开启L4级自动驾驶常态化道路测试，将于第二季度上市。(ta/a) (港股报价延迟最少十五分钟。沽空资料截至 2026-03-23 12:25。)AASTOCKS新闻","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20220118163338010_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20220118163338010_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1511407/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1511407/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1539","BK1610","XPEV","09868","BK1119","BK1588","BK1587","LU0593848301.USD","BK1575"],"gpt_icon":0},{"id":"2621215967","title":"集体盈利！新周期来了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2621215967","media":"中国基金报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621215967?lang=zh_cn&edition=fundamental","pubTime":"2026-03-23 12:25","pubTimestamp":1774239900,"startTime":"0","endTime":"0","summary":"历经十年发展，头部造车新势力形成共识：车企想要穿越行业周期，一定不能有短板。2025年，一个被反复谈论的问题终于迎来答案——蔚来、小鹏、理想、零跑悉数盈利。具体来看，蔚来、小鹏均在2025年第四季度实现首次季度盈利；零跑在2025年实现首次年度盈利，理想则在2025年实现连续第二年年度盈利。这是造车新势力迈入商业正循环的信号。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603233680294141.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603233680294141.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["09863","BK4551","XPEV","02015","BK4574","BK1588","BK4581","EVS.SI","BK4555","BK4531","BK4509","LU0052750758.USD","LU0593848301.USD","LU0708995583.HKD","BK1587","BK4532","BK1119","BK4534","NIOG","BK1610","LI","NIO.SI","BK4504","BK4526","BK4505","BK1539","LU0320764599.SGD","BK1575","BK4099","ROBO","BK4585","BK4588","NIO","XPEG","09866","09868","BK4548"],"gpt_icon":1},{"id":"2621218377","title":"《大行》高盛：小鹏(09868.HK)首季收入指引胜预期 料投资者关注毛利率指引等","url":"https://stock-news.laohu8.com/highlight/detail?id=2621218377","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621218377?lang=zh_cn&edition=fundamental","pubTime":"2026-03-23 12:14","pubTimestamp":1774239240,"startTime":"0","endTime":"0","summary":"高盛研究报告指，小鹏汽车(09868.HK) 2025年第四季毛利及EBIT均优于该行及市场预期，主要因服务及其他收入高于预期，以及政府补贴增加。虽然2026年首季交付量指引6.1万至6.6万辆较低，但收入指引122亿至132.8亿元人民币，则高于该行预期，可能受非汽车收入带动。该行预期投资者将关注小鹏汽车首季毛利率指引、人形机器人和自动驾驶的未来里程，以及全年新车型发布时间及海外扩张策略；现予“买入”评级及港股目标价85元。(ss/w)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-20 16:25。)AASTOCKS新闻","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20220118163147653_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20220118163147653_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1511386/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1511386/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1610","BK1587","BK1575","BK1588","LU0593848301.USD","XPEV","BK1119","BK1539","09868"],"gpt_icon":0},{"id":"2621866729","title":"《大行》花旗降小鹏(09868.HK)目标价至100元  料首季整体毛利率20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2621866729","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621866729?lang=zh_cn&edition=fundamental","pubTime":"2026-03-23 11:32","pubTimestamp":1774236720,"startTime":"0","endTime":"0","summary":"花旗发表研究报告指，小鹏-W今年首季汽车毛利率受惠产品组合改善及成本控制，预期可达10.5%，整体毛利率约20%。公司目标于今年底开始量产人形机器人，年底月产能可达1,000台，广州量产基地已于首季动工。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20240520153543042_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20240520153543042_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1511352/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1511352/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1588","BK1539","XPEV","LU0593848301.USD","09868","BK1610","BK1119","BK1587","BK1575"],"gpt_icon":1},{"id":"2621726627","title":"小鹏汽车－Ｗ(09868)出现大手买入7.42万股，成交价$72.05，涉资534.611万","url":"https://stock-news.laohu8.com/highlight/detail?id=2621726627","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621726627?lang=zh_cn&edition=fundamental","pubTime":"2026-03-23 11:05","pubTimestamp":1774235100,"startTime":"0","endTime":"0","summary":"[大手成交]小鹏汽车－Ｗ(09868)在上午11:05出现大手买入，成交量为7.42万，成交价为港币$72.05，涉资534.611万。至目前为止，股价升0.628%，今日最高价为$73.4，而最低价为$67.55，总成交量为1.63千万股，总成交金额港币$11.474亿。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145552499_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145552499_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2603236743/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2603236743/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["XPEV","BK1119","LU0593848301.USD","BK1610","09868","BK1588","BK1539","BK1575","BK1587"],"gpt_icon":0},{"id":"2621725034","title":"《大行》野村降小鹏汽车(09868.HK)目标价至94元 看好实体AI长远发展 维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2621725034","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621725034?lang=zh_cn&edition=fundamental","pubTime":"2026-03-23 10:41","pubTimestamp":1774233660,"startTime":"0","endTime":"0","summary":"野村发表研究报告，指小鹏汽车的业务计划涵盖短长期策略，在相对强劲的产品线及双动力总成策略支持下，可望在2026年汽车市场中保持优势，同时公司正积极探索实体人工智能领域，以推动长远增长。该行相应将集团2026及2027财年收入预测下调10.7%及10.3%。该行现时预期小鹏将于2027财年实现扭亏为盈。但将目标价从113港元下调至94港元；维持“买入”评级，预期小鹏未来将实现可持续增长。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20260109154318066_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20260109154318066_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1511331/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1511331/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1588","BK1587","BK1539","BK1610","BK1575","09868","LU0593848301.USD","XPEV","BK1119"],"gpt_icon":1},{"id":"2621458725","title":"中金：维持小鹏汽车-W(09868)跑赢行业评级 目标价90港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2621458725","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621458725?lang=zh_cn&edition=fundamental","pubTime":"2026-03-23 10:32","pubTimestamp":1774233127,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中金发布研报称，当前小鹏汽车-W港/美股分别对应2026年1.2/1.1x P/S，维持跑赢行业评级，维持2026/27年盈利预测，维持港/美股目标价90港元/23美元，SOTP估值参考正文，分别较当前股价存26%/31%上行空间。中金主要观点如下：毛利率再创新高，实现首个季度盈利公司4Q交付116,249 辆，整体营收同比+38.2%至222.5亿元。汽车业务毛利率为13.0%;其他业务毛利率环比+8.5亿元至31.8亿元，主要系技术服务支持达到交付节点，以及碳积分业务收入增长。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1417193.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4505","BK4526","XPEV","BK1588","LU0593848301.USD","BK1587","BK1119","09868","BK1610","BK4099","BK4551","EVS.SI","BK4555","BK1539","BK1575","XPEG"],"gpt_icon":1},{"id":"2621723142","title":"蔚小理各有本领","url":"https://stock-news.laohu8.com/highlight/detail?id=2621723142","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621723142?lang=zh_cn&edition=fundamental","pubTime":"2026-03-23 10:18","pubTimestamp":1774232301,"startTime":"0","endTime":"0","summary":"作者I山上 薛星星内卷的中国汽车行业从来不养闲人，能活下来的人各有本领。2025 年，中国最早的一批造车新势力企业“蔚小理”都进入了第二个十年，他们已经证明了自己能造好车、也能阶段性地卖好车，更能长久地讲好故事和未来。蔚小理们都在今年迎来产品大年，理想兜兜转转等着 L9 救市，蔚来把宝集中押在大型 SUV 市场，小鹏 MONA 降温要靠智驾和增程。理想预计今年一季度交付量同比减少 3.1% 至 8.5%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1774180618787499181","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["02015","LU0198837287.USD","LU0943347566.SGD","LU2213496289.HKD","LU1674673691.USD","LU2357305700.SGD","BK4550","LU1674673428.USD","LU0345769631.USD","BK4555","LU1366192091.USD","LI","LU1861220033.SGD","SG9999015945.SGD","TSLS","LU2360107168.USD","LU0823414478.USD","TSII","LU0210536198.USD","LU2360106780.USD","TSLT","BK4598","BK4504","LU1720051017.SGD","LU0348723411.USD","LU1066051498.USD","IE00BWXC8680.SGD","LU2236285917.USD","LU0056508442.USD","BK4543","LU1066051225.USD","BK4516","LU1145028129.USD","BK1588","07766","TSLR","TESL","LU2290526834.HKD","IE00B1XK9C88.USD","LU1551013425.SGD","BK4533","IE00B1BXHZ80.USD","BK1539","SG9999015978.USD","XPEG","BK4511","LU1852331112.SGD","SG9999015952.SGD","LU1861559042.SGD","LU1720051108.HKD","BK4581","BK4604","LU0708995401.HKD","LU0689472784.USD","LU2249611893.SGD","BK4612","LU1629891620.HKD","LU0820561909.HKD","NIOG","IE00B19Z8X17.USD","LU0719512351.SGD","LU0053666078.USD","BK4526","BK1610","BK4588","LU0082616367.USD","LU0052750758.USD","BK4532","LU0345769128.USD","IE00BJLML261.HKD","LU2403377893.USD","LU2471134952.CNY","BK4551","LU2756315664.SGD","TSYY","BK4509","LU0077335932.USD","BK4585","BK4574","LU2602419157.SGD","TSDD","TSLY","XPEV","LU0672654240.SGD","IE00B19Z8W00.USD","TSLW","LU1839511570.USD","LU2471134796.USD","LU1066053197.SGD","LU2087621335.USD","NIO.SI","LU0109391861.USD","LU0345770993.USD","LU1778281490.HKD","LU2750360641.GBP","09868","BK4531","BK4534","LU1429558221.USD","LU2108987350.USD","NIO","LU1435385759.SGD","TSL","TSLI","LU2456880835.USD","TSLP","LU1066051811.HKD","LU0466842654.USD","LU0234572021.USD","BK4548","LU0820561818.USD","IE0034235303.USD","SG9999015986.USD","LU2420271590.USD","LU2756315318.SGD","09866","LU0823411888.USD","LU2462157665.USD","LU2023250330.USD","LU2750360997.AUD","EVS.SI","LU0964807845.USD","IE00BK4W5L77.USD","LU0820562030.AUD","LU1861215975.USD","LU0320764599.SGD","LU1267930730.SGD","LU1548497426.USD","LU2471134523.USD","BK1119","BK4505","LU2896262040.SGD","IE00BSNM7G36.USD","BK1575","LU0234570918.USD","LU0708995583.HKD","IE00B19Z9505.USD","LU2417539215.USD","BK4099","LU1551013342.USD","LU1232071149.USD","LU0345770308.USD","LU2063271972.USD","TSLZ","LU2326559502.SGD","LU1914381329.SGD","LU2250418816.HKD","TSLO","BK4527","TSLQ","LU0593848301.USD","CRSH","LU0323591593.USD","LU2471134879.HKD","LU0097036916.USD","LU0316494557.USD","BK1587","LU0320765059.SGD","BK4592","TLA","LU1861558580.USD","IE00BK4W5M84.HKD","TSLG","TEST"],"gpt_icon":1},{"id":"2621748471","title":"卖得好不如赚得多 财报揭示新势力车企竞争逻辑生变","url":"https://stock-news.laohu8.com/highlight/detail?id=2621748471","media":"证券日报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621748471?lang=zh_cn&edition=fundamental","pubTime":"2026-03-22 23:50","pubTimestamp":1774194600,"startTime":"0","endTime":"0","summary":"在新能源汽车行业由高速扩张转向高质量发展的背景下，新势力车企之间的竞争逻辑正在发生深刻变化。从零跑汽车、蔚来汽车、小鹏汽车、理想汽车四家港股上市的新势力车企陆续披露的2025年年报看，单纯依靠交付量增长抢占市场的阶段正在过去，盈利能力、体系效率、技术转化和持续投入能力，正成为企业发展的关键变量。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603223679831087.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4588","BK4505","BK1575","BK1539","XPEV","09868","09863","BK4551","BK4503","EVS.SI","BK4099","02015","LI","BK1588","XPEG","BK4585","LU1720050803.USD","LU1794554557.SGD","BK4548","BK4526","BK1119","BK1610","BK4563","LU0593848301.USD","BK4555","BK1587"],"gpt_icon":1},{"id":"2621713186","title":"对话大众汽车奥博穆：对与小鹏的合作感到非常满意","url":"https://stock-news.laohu8.com/highlight/detail?id=2621713186","media":"睿见Economy","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621713186?lang=zh_cn&edition=fundamental","pubTime":"2026-03-22 12:08","pubTimestamp":1774152480,"startTime":"0","endTime":"0","summary":"专题：中国发展高层论坛2026年年会\n　　中国发展高层论坛2026年年会于3月22日-3月23日举行，大众汽车全球管理董事会主席奥博穆在与新浪财经对话时表示，对与小鹏的合作感到非常满意，今年将推出首辆合作开发的汽车。此外，双方还成功研发了大众汽车集团在华首个本土区域控制电子电气架构——CEA (China Electronic Architecture)，小鹏汽车时这一系列成功的组成部分。\n\n　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李思阳","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/hy/hyjz/2026-03-22/doc-inhrvsuw2198975.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0593848301.USD","BK1587","XPEG","EVS.SI","BK1539","BK4505","BK1610","BK4099","BK4526","BK4551","BK1575","VLKAY","BK1588","BK4555","09868","XPEV","BK1119"],"gpt_icon":0},{"id":"2621798353","title":"单季盈利3.8亿元，押注AI，小鹏的野心不止于汽车","url":"https://stock-news.laohu8.com/highlight/detail?id=2621798353","media":"国际金融报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621798353?lang=zh_cn&edition=fundamental","pubTime":"2026-03-21 21:24","pubTimestamp":1774099440,"startTime":"0","endTime":"0","summary":"2025年第四季度及全年财报落地的那一刻，小鹏汽车（下称“小鹏”）董事长何小鹏口中“五个九（99.999%）”的盈利可能性，终于从未知变成了100%。3月20日晚间，小鹏财报正式出炉。去年第四季度，公司实现营收222.5亿元，其中汽车收入190.7亿元；净利润达3.8亿元。这也意味着上市近5年，小鹏终于打破亏损僵局，交出了首份单季度盈利的成绩单。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603213679632260.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603213679632260.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["09868","BK4555","BK1575","BK1539","EVS.SI","BK1588","LU0593848301.USD","BK1119","BK1587","XPEG","XPEV","BK4551","BK4526","BK4099","BK4505","BK1610"],"gpt_icon":1},{"id":"2621769976","title":"“不务正业”的小鹏，第一次单季度盈利了","url":"https://stock-news.laohu8.com/highlight/detail?id=2621769976","media":"第一财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621769976?lang=zh_cn&edition=fundamental","pubTime":"2026-03-21 13:38","pubTimestamp":1774071512,"startTime":"0","endTime":"0","summary":"当新能源汽车市场趋向成熟，资本市场对车企的增长潜力和想象空间聚焦在汽车延伸的业务，包括Robotaxi、飞行汽车、机器人等领域，而这也是小鹏汽车2025年财报会上被投资人频繁问起的话题。“在2025年初，小鹏开始用汽车的方式正向研发进行机器人供应链的定点，准备生产制造。全新一代IRON机器人将在2026年年底量产，月产量目标是上千台。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603213679584125.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603213679584125.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4099","BK4505","BK4526","BK1587","BK1610","EVS.SI","XPEG","09868","BK1575","BK4551","LU0593848301.USD","BK1588","BK1119","BK4555","BK1539","XPEV"],"gpt_icon":1},{"id":"1189765919","title":"纳斯达克中国金龙指数跌2%，金山云跌超10%，禾赛跌超8%，拼多多微涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1189765919","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1189765919?lang=zh_cn&edition=fundamental","pubTime":"2026-03-20 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23:20","pubTimestamp":1774020023,"startTime":"0","endTime":"0","summary":"3月20日，人形机器人公司宇树科技披露科创板IPO招股书，同日小鹏汽车发布2025年财报。两份看似分属不同赛道的成绩单，却因技术底层的高度同源形成鲜明对比——智能汽车被视为“轮式机器人”，人形机器人则是“双腿行走的智能汽车”，两者共享感知、决策、执行三大核心系统。数据显示，宇树科技预计2025年扣非净利润超6亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603203679306770.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603203679306770.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4532","LU0708995583.HKD","BK4505","BK4574","BK4588","EVS.SI","BK1588","BK1575","BK4509","NIO.SI","09868","BK4531","BK4099","BK4555","BK4534","BK4504","LU0320764599.SGD","BK1610","BK1119","XPEG","LU0593848301.USD","BK4585","BK4526","BK4551","BK4548","BK4581","BK1587","LU0052750758.USD","BK1539","NIOG","XPEV"],"gpt_icon":1},{"id":"2620327927","title":"何小鹏：今年小鹏汽车物理AI相关研发投入预计提升至70亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2620327927","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620327927?lang=zh_cn&edition=fundamental","pubTime":"2026-03-20 22:40","pubTimestamp":1774017657,"startTime":"0","endTime":"0","summary":"金吾财讯 | 据证券时报信息。今晚业绩会上，何小鹏表示，2025年公司研发投入中AI相关投入为45亿元。小鹏已建立涵盖芯片、基座模型和AIInfra在内的物理AI全栈自研技术体系。凭借这一技术体系，2026年开始，物理AI的技术进步将会极大地加速，物理AIagent的量产应用开启，规模即将进入陡峭的增长曲线。公司将持续加大AI相关研发投入，今年物理AI相关研发投入预计提升至70亿元。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250107/MDE2NGUxYWJlMGQ4OGQwMTU5ZTY5YzEzNTY0MzU1Mzgx.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/MDE2NGUxYWJlMGQ4OGQwMTU5ZTY5YzEzNTY0MzU1Mzgx.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"298237","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1588","BK4555","BK1539","BK1610","BK4505","LU0593848301.USD","BK1119","BK4551","BK1587","XPEV","BK4099","09868","BK4526","EVS.SI","BK1575","XPEG"],"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":1,"totalSize":400,"code":"91000000","status":"200"}]}}