蔚来二季度毛利率达18.4%，高毛利车型与成本优化对冲原材料涨价压力
9月1日晚，蔚来创始人李斌在2026年二季度财报电话会上表示，公司综合毛利率为18.4%，其中整车毛利率18.5%，其他销售毛利率17.0%。尽管原材料成本大幅上涨，但高毛利车型热销和成本优化支撑了毛利率水平。
9月1日晚，蔚来创始人、董事长、CEO李斌在2026年二季度财报电话会上表示，第二季度公司综合毛利率为18.4%。得益于高毛利车型持续热销和成本结构进一步优化，尽管面临行业原材料成本大幅上涨的压力，整车毛利率仍保持在18.5%。其他销售毛利率达17.0%，服务与社区相关业务持续贡献利润。
10 Comments
Reader notes and reactions to this story.
Maya Chen 2 hours ago
This story captures something I noticed in Shanghai too: young people treat the city almost like a shared living room.
Leo Park 3 hours ago
The point about low-cost identity is sharp. It explains why small habits can feel bigger than entertainment.
Anika Rao 5 hours ago
I would love a follow-up about second-tier cities. Chengdu and Hangzhou probably have different versions of this.
Jonas Miller 6 hours ago
The examples feel familiar even outside China. Urban life is becoming more improvised everywhere.
Yuki Tanaka 8 hours ago
Museum visits, cycling routes, pop-up stores - that mix says a lot about how cities are changing.
Clara Wu 9 hours ago
The article makes the trend feel human instead of just lifestyle branding. Nice angle.
Samir Patel 11 hours ago
I like that the piece does not frame this as Westernization. It feels more locally invented.
Nina Roberts Yesterday
The writing around public streets becoming social spaces is especially strong.
Eric Zhou Yesterday
This reminds me of weekend markets near university areas. Very accurate.
Helen Garcia 2 days ago
Would be great to see photos from the routes mentioned in the article.