3月19日周三盘前,小牛电动(NIU)股价大涨5.13%,投资者对公司公布的2024年第四季度及全年业绩表示乐观。该公司在面对行业挑战时仍然实现了显著增长,展现出强劲的市场竞争力。
根据财报,小牛电动2024年第四季度营收达8.192亿元人民币,同比大幅增长71.1%。全年总营收为32.9亿元,同比增长24%。在销量方面,第四季度销量达226,634辆,同比增长64.9%;全年销量达924,340辆,同比增长30%。这些数据均超出市场预期,显示出公司在"红海"市场中的突出表现。
小牛电动的增长主要得益于其高端化战略和全球化布局。在中国市场,公司聚焦高端产品,N系列产品占比达39%。国际市场表现同样亮眼,2024年第四季度海外销量同比增长65%,全年增长52%。公司还预计2025年第一季度营收同比增长25%至40%,全年整车销量有望增长40%至70%。此外,小牛电动计划在2025年新增1,000-1,500家门店,进一步扩大市场覆盖。这些积极因素共同推动了投资者信心,导致股价大幅上涨。
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