您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。[港股财报]:小鹏汽车-W2023年度报告 - 发现报告

小鹏汽车-W2023年度报告

2024-04-17港股财报R***
小鹏汽车-W2023年度报告

2023 235641124150155198218225228230232235340342 20231231 2023141,6012022120,75717.3%20231231500181202312311,10890220620231231306.820221231268.614.2%20231231280.120221231248.412.8%202312311.5%2022123111.5%202312311.6%202212319.4%202312314.1202320231231103.82022123191.42023123194.42022123184.320231231103.82022123191.42023123194.42022123184.3202311.9210.6720235.965.34A202310.859.8420235.424.9220231231457.020221231382.5 2024123 202418,250202424,545202439,026202433121,821 X9 202411X9MPV 1995 2015ADAS20233XNGP202311XNGP 150,000400,000 201812G3SUV20205P720213P720213G3P720214P52021920217G3iG32021820229G9SUV202210 20233P7iP720236G62023720241X9 P72,998CLTC586P52,768CLTC500G9SUV2,998CLTC570702P7i2,998CLTC550702G6SUV2,890CLTC580755X9MPV3,160CLTC610702 ADASOTA 20231231500181 2022480kW S4202312311,108902206S4150 2024331 202120,988.1202226,855.1202330,676.1202198,1552022120,7572023141,6012022202317.3%202112.5%202211.5%20231.5% ADASADAS G3G3i G3SUV201812G320217G3iG320218G3G3i P7P7i P7P720205202011P720213P7 20233P7iP7 P5 20214P520219P5 G9 20229G9SUV20221020239G92024 G9800V(SiC)400VG9MaxADASXNGP G6 G6SUV20237 G6SEPA2.0800VSiC(CIB)G6MaxADASXNGP X9 20241X9MPV X9SEPA2.0800VSiCCIBX9X9XOS TianjiX9MaxADASXNGP EFHSEPA 2.020231113A ADAS 20211OTAADASXPILOT 3.0XPILOT 3.0(NGP) 202210ADASXNGP20233XNGP202311XNGPG6P7iG9X9MaxXNGP ADAS ADASADAS 2021120216OTA(NGP)VPAXPILOT 3.0 NGP VPAXPILOT 3.0VPAADAS 202210241024ADASXNGPXNGP20233XNGP202311XNGP (VCU)OTA LFP G9800VSiC400VG9SEPA2.0800VSiC SEPA2.0 20234SEPA2.0SEPA 2.0 SEPA 2.01,8003,200SUVMPVSEPA 2.0XNGP ADASXmart OSX-EEA800VSiCXPower 800VSiCX-HP(CIB) SEPA2.0G620241X9SEPA2.0 XOS Tianji XOS TianjiXDock(SR)XOS Tianji20241XOS TianjiX9 202312315001812023 202012G320218P7202220232G9SUVP72023 20229480kW S4S4800VG9G6 X9202312311,108902206S4150 OTA 20234ADAS 2023726G9ADASB202312694,079,255A705.62024229B 2023827Da Vinci Auto Co. LimitedAXiaoju Smart Auto Co. LimitedXiaoju Smart Auto Co. Limited2023111358,164,217AA 2024331 G3202112 ADAS 202120222023123113,97815,82913,55020231231 2023123113,268282 600,0002067440,000370,000220,000207063,0002070117,00068,00020611,000,000207220217202433142.6 375,000230,000117,000 P5P7 G9 G6 X9 20231220247201931520191226202011(i)(ii)(iii)(iv) 2021122720221120212021202210262023112022 202011 2015622720157102720181210201911027 201716201771202072439 39 200973200991202292920221112001123 20154222016–2020G3P72016202020172018201620%20192020201640% 2016122920171150%2019202020%20182019 20204232020202220202020202210%20%30%20020201231202112312020 201712262018112020123120204162021112022123120229182023123120236192024112025123130,0002026112027123115,000 2014714201592920151092015–2020202010202021–20352020201672520221102023720 20204320201231 20179272023629202381 1993222201812292012102220193220201123(OTA)OTAOTA202011OTAOTA20201231OTA 20174520177190302022329 2022415OTAOTA(i)(ii)(iii)3 199310312013 200092520162620196 200920177 20002011 202120224720225150% 2006(i)(ii)(iii)(iv) 201672720161112022113030 2016112820191114 2013101 202111 20201112202111 5(i)(ii)(iii)(iv)(v)(vi)(vii)(viii)(ix) 200012282009827(i)(ii)(iii)(iv)(v)(vi) 201571 2016117201761(i) (ii)(iii)2022912 2013201758201761(i)(ii)(iii)(iv)202291(i)(ii)(iii) 2019313App(App)App 20191128AppAppApp(i) (ii)(iii)(iv)(v)(vi) 202161020219 2021730202191(i)(ii) 2021712202191 20218202021111(i)(ii)(iii)(i)(ii)(iii)(iv)(v)(vi)(vii)(i)(ii)(iii)(iv) 2021111420211213(i)(ii)(iii)(iv)131 20211228202221510010(i)(ii)(iii)(iv)(v)(vi)(vii) (i)(ii)(iii)(iv)30451590 2022772022912023222202361 102024322 19842020201020216120216115 1991202011502013130 1982201920022014 20178242017111 19942018200762920121228 2011712018122919992019 2008 2012595920132015213 201531919191620166191616 201713(i)(ii)3 20191023282820231241,000 10%50% 201437373737 201513373737 201222007337 2008112018122925%10%15%25% 10%(a)(b)10%5%2009220201823201841 6%3% 20184420185117%11%20185116%10%20194116%10%20194113%9% 20221230 2006882006982009622 202176 2023217202333133(i)(ii)(iii)(iv)3 20232242023331 AA AA ADAS AA 202321720233312020820201220217 2022 PCAOBHFCA A 2015201811G3SUV20221220205P720214P52021920217G3iG32021820229G9SUV20221020233P7iP720236G62023720241X9 ADASADAS 202120,988.1202226,855.1202330,676.1202198,1552022120,7572023141,601 (i)(ii) 20241 ADAS2021202220234,114.35,214.85,276.620212022202319.6%19.4%17.2%ADASADAS ADAS XPILOTXNGPXmart OSXOS TianjiXOSTianji ADAS ADASADASADASADASADAS20234G9 SUVADASADASADASADAS ADASADASADASADASADAS20231117202320232023125ADASADAS 202312315001812023 COVID-19 A G3SUV2020520205P720219P520229G9SUV20221020233P7iP720236G62023720241X92021G3iG3G3i 202010NVIDIA20221020231017202210 2021202220234,863.19,139.010,375.82023202120221,094.68,232.42023956.2 2023 202312694,079,255A705.6 4.B. 2023202424.B. 20229182023123120236192024112025123130,0002026112027123115,00020221202220222022202230%2022 20187115%202062320202020