小牛电动(NIU)今日盘中股价大跌5%,引发市场广泛关注其未来发展前景。虽然该公司前三季度销量同比实现21.91%的增长,但业绩并未随之改善,上半年净利润亏损7971.61万元。
分析人士认为,小牛电动当前经营面临诸多困境。一方面,其产品均价和毛利率出现下滑,利润水平遭受冲击;另一方面,公司在高端智能化电动车领域的优势地位正在不断受到新老竞争对手的挑战。
长期以来,小牛电动凭借高端智能化战略开拓了新的赛道。但近年来,新势力品牌九号公司异军突起,其销量和研发投入均已超越小牛电动;同时传统车企如爱玛、雅迪等也加速推进智能化,部分智能功能已成为普通车型"标配"。小牛电动曾经引领的高端智能差异优势正在逐步被同质化。
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