优必选(09880)今日盘中大跌5.30%,引发市场广泛关注。主要原因包括以下几点:
一、公司内部存在路线分歧。优必选股东们就公司未来发展方向产生了分歧,导致管理层决策出现混乱,股东们对继续持有优必选股份信心动摇。其中腾讯控股大幅减持优必选股份10.34亿港元,持股比例从8.05%降至2.08%。
二、公司业绩持续亏损。2020年至2023年,优必选营收虽有增长但净亏损额也不断扩大,四年累计亏损近40亿元。上半年继续亏损5.16亿元,短期内偿债压力较大。为解决资金问题,优必选一年内进行了三次配售募资。
三、同行竞争加剧。特斯拉、英伟达、国内多家汽企都加入人形机器人领域,竞争愈发激烈。国内小型机器人企业宇树科技也推出人形机器人且定价较低,对优必选构成直接冲击。
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