2024年10月23日,电动车制造商小牛电动(NIU)股价盘中大跌7.84%,收于2.48美元,引发市场广泛关注。从公开新闻来看,造成本次小牛电动股价暴跌的主要原因或为公司连续亏损、高端智能化地位受到威胁所致。
小牛电动此前曾凭借高端智能化的电动车获得"电动车界爱马仑"的赞誉。但自2022年以来,受到锂电池价格飙升和市场竞争加剧等因素的影响,小牛电动营收和净利润出现双双下滑。2022年及2023年,小牛电动分别亏损4946万元和2.72亿元。
虽然小牛电动今年上半年实现销量同比大增26%,但由于单车毛利率下滑以及销售费用高企,导致公司上半年依旧亏损7971万元,亏损进一步扩大。其第三季度虽也实现销量同比大增17%,但盈利情况仍待公布,如果持续亏损或许也是此次股价暴跌的导火索之一。
与此同时,以往高端智能化的产品卖点,如今也受到了来自其他厂商的强力冲击。同为新势力的九号公司在销量、渠道、研发投入等方面均超越了小牛电动;一些传统品牌如雅迪、爱玛科技等也加快了智能化布局,导致小牛电动原有的差异化竞争优势逐渐减弱。
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