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17:10

$蔚来(NIO)$ 坐等四块五，目标四块

12-03 23:20

$蔚来(NIO)$ 四季度大概率不会盈利，乐道销量掉的厉害，除了es8其他5566缩量太多，客户群多是BBA车主增购，纯新车主占比偏少，说明潜在客户群并不大，增量空间有限。明年一季度会缩量更大，更难盈利，盈利最早也得明年二季度，甚至三季度，主要得看L80是一季度出还是二季度出以及销量怎么样。这种情况下应该抓紧出L80/70/50，覆盖最大的受众面，多卖车还能进一步激活换电网络，减少换电亏损，同时最大化复用成熟方案和零件，提高毛利，也不会增加太多研发费用，毕竟L60/90都上下打通了，这本事最好的扭转时机，但管理层明显是高估L90销量了，以为能多卖一些，没必要早推L80，但实际11月掉的厉害，等明年上半年才出一个80，明显行不成全系列覆盖面积，浪费时机，本可以在理想i系列没有形成产品矩阵的时候有快一步的布局时机，蔚来太过于活在自己的世界里了，执着过头是啥？固执，艮，缺乏商业灵活性和务实的执行力。梳理李斌说的话，很少有兑现的，这点比较像贾跃亭。

12-01

$蔚来(NIO)$ 这波要到4.5了，抗住！

12-01

$蔚来(NIO)$ 其实，对比其他公司销量，这数据。。也还行。。。毕竟现在新能源汽车行业竞争激烈，李斌还是少吹点牛，把大家期望吊的太高了

11-07

蔚来换电站建设这么多，上面给自己打打广告，放上附近店里的销售联系方式不香吗？白白浪费这么多“实体店”

品牌大咖说 | 商超店缩减之后：新能源汽车品牌去哪找买家？

11-01

$蔚来(NIO)$ 今天晚上洗出去不少吧。。。

10-30

$蔚来(NIO)$ 洗洗更健康

10-29

$纳指三倍做空ETF(SQQQ)$ 财报季指数成份股业绩都这么好，看你们这些唐吉诃德战风车真开心！

10-29

理想为啥不积极发周榜了啊，是不是发的人离职了呢？麻烦尽快招一个！想看，爱看！

10-25

$Beyond Meat, Inc.(BYND)$ 抄底！投机一把！

10-24

小编们真是操碎心，既怕大哥吃苦，又怕大哥开路虎

蔚来亏损超1000亿，李斌要控制好盈利的欲望

10-23

$Beyond Meat, Inc.(BYND)$ 投机一把，冲冲冲！

10-22

$泡泡玛特(09992)$ 出货出货！

10-21

$泡泡玛特(09992)$ 送你一朵郁金香！

10-17

鸿蒙智行一个根本不是汽车主机厂的“配件供应商”都能拼凑成一个品牌收录在榜单里，蔚来却被拆成几个品牌分别列示，小编真是非蠢即坏，你们是有多么害怕蔚来换电模式做大影响力，掀桌子？

9月汽车销量：小米汽车新势力前三了，理想汽车风光不在了，蔚来在TOP10线外候场了

10-14

哇偶，第一！

09-20

$蔚来(NIO)$ 今天去了NIO DAY 现场，很棒！给各位没机会参加的股东发两张现场图感受一下～

09-12

$小鹏汽车(XPEV)$ 质量缺陷终于承认了，质量不行

09-09

$蔚来-SW(09866)$

09-05

再不改评级，就是一出长喜剧了，这些评级的人真是小丑

星展银行将蔚来目标价从30.60港元上调至52.00港元。

去老虎APP查看更多动态

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梳理李斌说的话，很少有兑现的，这点比较像贾跃亭。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506857597928432","isVote":1,"tweetType":1,"viewCount":951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506151845470808,"gmtCreate":1764602830723,"gmtModify":1764602833111,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3469508720988911","idStr":"3469508720988911"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 这波要到4.5了，抗住！","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 这波要到4.5了，抗住！","text":"$蔚来(NIO)$ 这波要到4.5了，抗住！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/506151845470808","isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506097338548256,"gmtCreate":1764589624464,"gmtModify":1764593753768,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3469508720988911","idStr":"3469508720988911"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 其实，对比其他公司销量，这数据。。也还行。。。毕竟现在新能源汽车行业竞争激烈，李斌还是少吹点牛，把大家期望吊的太高了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 其实，对比其他公司销量，这数据。。也还行。。。毕竟现在新能源汽车行业竞争激烈，李斌还是少吹点牛，把大家期望吊的太高了","text":"$蔚来(NIO)$ 其实，对比其他公司销量，这数据。。也还行。。。毕竟现在新能源汽车行业竞争激烈，李斌还是少吹点牛，把大家期望吊的太高了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506097338548256","isVote":1,"tweetType":1,"viewCount":2229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497648847069328,"gmtCreate":1762518904315,"gmtModify":1762518906959,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3469508720988911","idStr":"3469508720988911"},"themes":[],"title":"","htmlText":"蔚来换电站建设这么多，上面给自己打打广告，放上附近店里的销售联系方式不香吗？白白浪费这么多“实体店”","listText":"蔚来换电站建设这么多，上面给自己打打广告，放上附近店里的销售联系方式不香吗？白白浪费这么多“实体店”","text":"蔚来换电站建设这么多，上面给自己打打广告，放上附近店里的销售联系方式不香吗？白白浪费这么多“实体店”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/497648847069328","repostId":"2581502003","repostType":2,"repost":{"id":"2581502003","kind":"news","pubTimestamp":1762507889,"share":"https://www.laohu8.com/m/news/2581502003?lang=&edition=full","pubTime":"2025-11-07 17:31","market":"hk","language":"zh","title":"品牌大咖说 | 商超店缩减之后：新能源汽车品牌去哪找买家？","url":"https://stock-news.laohu8.com/highlight/detail?id=2581502003","media":"中新经纬","summary":"中国汽车流通协会副秘书长郎学红在接受中新经纬采访时表示：“这一趋势其实在2024年就已经显现。”在郎学红看来，商超店本身就不适合作为一个永久性的展示或者体验的场所。郎学红指出，商超店一般都位于城市核心区域商业中心，租金成本比较高，所以一个商超店在积累了一段时间的用户后，可能就会考虑换一个商超，或者进入汽车商圈，以便为消费者提供从试驾到售后等一体化的综合服务。","content":"<html><body><article><p>中新<a href=\"https://laohu8.com/S/301390\">经纬</a>11月7日电 (宋亚芬)曾作为品牌推广“标配”的商超体验店(指在大型商场或购物中心内设立的汽车销售区域，通常由汽车品牌在商场空间进行汽车展示和销售)，正在逐步收缩其布局规模。</p><p>近日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、智己等代表性车企缩减部分商超店的动作，再次引发行业对这一趋势的广泛关注。中国汽车流通协会副秘书长郎学红在接受中新<a href=\"https://laohu8.com/S/02477\">经纬</a>采访时表示：“这一趋势其实在2024年就已经显现。”</p><p>中国汽车流通协会数据显示，2023年全国新能源车体验/展示中心的数量占比为51%，而到2024年底这一占比已降至46%。数字的变化印证了行业转型的加速。随着新势力车企品牌影响力的不断提升与市场认知度的日益深化，其渠道策略正经历一场静水深流的变革。</p><p>在郎学红看来，商超店本身就不适合作为一个永久性的展示或者体验的场所。“商超店更多功能其实是进入到消费者的日常生活空间场景，让消费者在休闲场景中对品牌形成认知，了解品牌的新能源产品。其在一定意义上有更多的品牌宣传职能，即更多地触达消费者。”</p><p>辐射范围的局限性进一步强化了商超店的“短周期”特性。郎学红指出，虽然不同的城市级别，所覆盖的区域有所不同，但商超店能辐射的范围也就在几公里到十几公里的半径，所以，短则半年，长则两年左右，一个商超基本就完成它所能触达到的新消费者了，此后边际效益将明显递减。</p><p>除此之外，高昂的运营成本与服务功能的单一性，也促使车企重新评估商超店的投资回报。郎学红指出，商超店一般都位于城市核心区域商业中心，租金成本比较高，所以一个商超店在积累了一段时间的用户后，可能就会考虑换一个商超，或者进入汽车商圈，以便为消费者提供从试驾到售后等一体化的综合服务。</p><p>不过，郎学红强调，这并非简单的渠道收缩，而是一场深刻的渠道变革。收缩商超店后，新势力车企的渠道模式并非简单回归传统4S店模式，而是通过渠道创新和融合发展，形成一种新的4S、5S甚至多S模式。</p><p>“这一思路的核心在于更多地去找到消费者出行的场景，而不是单一的4S店模式。”郎学红举例说，比如，将传统的4S店功能拆分为体验中心、交付中心、快修中心、钣喷中心等专业模块，实现更精细化的运营，如在社区设立小型试驾点，在商圈布局专属交付中心。或者<a href=\"https://laohu8.com/S/300959\">线上线下</a>深度融合，通过APP预约、直播看车、上门试驾等方式，打破<a href=\"https://laohu8.com/S/605178\">时空</a>限制，构建全时域的服务网络。</p><p>郎学红进一步强调，这场渠道变革的核心，是从“车在哪里卖”转向“人在哪里用”的思维转变。无论是商超店的战略性撤退，还是多功能服务中心的建立，其根本目的都是更好地匹配用户的消费习惯和使用场景。(中新经纬APP)</p><p><strong>中新经纬版权所有，未经授权，不得转载或以其他方式使用。</strong></p><p>责任编辑：袁媛</p><p>来源：中新经纬</p><p>编辑：郭晋嘉</p><p>广告等商务合作，请点击这里</p><p>未经过正式授权严禁转载本文，侵权必究中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。关注中新经纬微信公众号(微信搜索“中新经纬”或“jwview”)，看更多精彩财经资讯。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>品牌大咖说 | 商超店缩减之后：新能源汽车品牌去哪找买家？</title>\n<style 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(宋亚芬)曾作为品牌推广“标配”的商超体验店(指在大型商场或购物中心内设立的汽车销售区域，通常由汽车品牌在商场空间进行汽车展示和销售)，正在逐步收缩其布局规模。近日，蔚来、智己等代表性车企缩减部分商超店的动作，再次引发行业对这一趋势的广泛关注。中国汽车流通协会副秘书长郎学红在接受中新经纬采访时表示：“这一趋势其实在2024年就已经显现。”中国汽车流通协会数据显示，2023年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110717355094f5604f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1588":"回港中概股","NIO":"蔚来","09866":"蔚来-SW","BK1119":"汽车制造商"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110717355094f5604f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2581502003","content_text":"中新经纬11月7日电 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财报季指数成份股业绩都这么好，看你们这些唐吉诃德战风车真开心！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494425874633256","isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494355655315608,"gmtCreate":1761718882879,"gmtModify":1761718885646,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3469508720988911","idStr":"3469508720988911"},"themes":[],"htmlText":"理想为啥不积极发周榜了啊，是不是发的人离职了呢？麻烦尽快招一个！想看，爱看！","listText":"理想为啥不积极发周榜了啊，是不是发的人离职了呢？麻烦尽快招一个！想看，爱看！","text":"理想为啥不积极发周榜了啊，是不是发的人离职了呢？麻烦尽快招一个！想看，爱看！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/494355655315608","isVote":1,"tweetType":1,"viewCount":2917,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3487162931400295","authorId":"3487162931400295","name":"WAmin","avatar":"https://static.tigerbbs.com/2719e62415ac4461fba64f41b4424641","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3487162931400295","idStr":"3487162931400295"},"content":"可以只发自己的，你猜他为什么不发？","text":"可以只发自己的，你猜他为什么不发？","html":"可以只发自己的，你猜他为什么不发？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492762056848080,"gmtCreate":1761324595484,"gmtModify":1761324597384,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3469508720988911","idStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$&nbsp;</a> 抄底！投机一把！","listText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$&nbsp;</a> 抄底！投机一把！","text":"$Beyond Meat, Inc.(BYND)$ 抄底！投机一把！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/492762056848080","isVote":1,"tweetType":1,"viewCount":1240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492688741388496,"gmtCreate":1761306197882,"gmtModify":1761306200234,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3469508720988911","idStr":"3469508720988911"},"themes":[],"htmlText":"小编们真是操碎心，既怕大哥吃苦，又怕大哥开路虎","listText":"小编们真是操碎心，既怕大哥吃苦，又怕大哥开路虎","text":"小编们真是操碎心，既怕大哥吃苦，又怕大哥开路虎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492688741388496","repostId":"2577594308","repostType":2,"repost":{"id":"2577594308","kind":"news","pubTimestamp":1761298878,"share":"https://www.laohu8.com/m/news/2577594308?lang=&edition=full","pubTime":"2025-10-24 17:41","market":"hk","language":"zh","title":"蔚来亏损超1000亿，李斌要控制好盈利的欲望","url":"https://stock-news.laohu8.com/highlight/detail?id=2577594308","media":"Ofweek维科网","summary":"02 蔚来现阶段能力是否匹配盈利的欲望蔚来李斌提出第四季度盈利的目标。03 重点关注蔚来的极大指标蔚来亏损的情况不乐观，为了给投资者交代，李斌可能急于想通过盈利向投资者证明。此前，蔚来和李斌等被新加坡GIC控告财务造假，提前确认收入和利润。私以为，蔚来可以继续亏损，李斌要控制好盈利的欲望，绝不能为了盈利而惹上不必要的麻烦。","content":"<html><body><article><p>樵夫 作品</p><p>人 车 江湖</p><p>一起见证中国汽车产业崛起</p><p>累计亏损超过1000亿，<a href=\"https://laohu8.com/S/09866\">蔚来</a>汽车传下了车圈的不可思议。</p><p>但李斌要控制好盈利的欲望。</p><p>有欲望很好，但欲望要与能力匹配，不能为了欲望操之过急。</p><p><strong>01 “<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>第四季度要实现盈利”</strong></p><p>近期，有媒体报道蔚来李斌在内部会议上提出第四季度盈利是必须要实现的一件事。</p><p>李斌认为，四季度盈利的前提是公司做好以下三件事：第一、做好重点车型营销；第二、供应链保供与降本；第三、按时交付高质量软件版本。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024174119294d163xa1w7zsqeco\"/><p>从媒体转述的内容看，我们可以感受到李斌追求蔚来第四季度盈利的迫切心情。</p><p>此前，李斌也多次表达过蔚来要实现盈利，但均尚未能扭转蔚来亏损局面。</p><p>打破狼来了的窘境，在投资者耐心耗尽之前实现盈利，对李斌而言确实之至关重要的事情。</p><p>就近期销售情况看来，蔚来似乎走出了销量低潮期，交付上升不少，传言蔚来全系已经实现了单周破万的销量，可以简单换算就是实现了单月4万+的销量。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member99963198/202510/wx_article__b4332c740cb9ece96c125f091e88e529.jpg\"/><p>交付量是实现盈利的基础和根本，如果蔚来销量持续上升，实现盈利是可能的。</p><p>但能否在第四季度实现盈利呢？存在一定困难。因为除了销量，盈利还受到诸多因素限制。</p><p><strong>02 蔚来现阶段能力是否匹配盈利的欲望</strong></p><p>蔚来李斌提出第四季度盈利的目标。要看看蔚来现阶段的能力如何。</p><p>可以将能力分为以下方面：</p><p>持续营销能力：蔚来全系似乎在近期忽然爆火，这是好事。但维持蔚来，乐道和萤火虫持续火爆很重要。这是对蔚来营销能力持久力的考验。</p><p>但存在一个问题，即使蔚来实现了单月4万+的销量，就一定能够实现盈利吗？</p><p>从行业水平来看，单月4万+的同行不在少数，但单月4万+也不一定就能实现盈利。</p><p>产业链成本控制能力：产业链成本控制能力很重要，如果做到了产业链全链条的打通，甚至可以操纵成本，实现利润转移。</p><p>从公开信息来看，蔚来尚未完成全产业链布局，其成本控制能力相对<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>这类八角形战士是弱很多的。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member99963198/202510/wx_article__b16de16d19b2a2b25cebb2d0e6d0aa0f.jpg\"/><p>这里边延伸出一个问题，在产业链成本控制能力没有增强的情况下，突击式地压缩成本，往往不现实。</p><p>其实，财务上有一个指标能反映盈利能力情况，就是毛利率。</p><p>根据蔚来（<a href=\"https://laohu8.com/S/NIO\">NIO</a>）发布的官方财报，在2024年第四季度，其综合毛利率为11.7%，整车毛利率为13.1%。理论上，既然毛利率为正，就可以通过压缩期间费用，比如销售费用，管理费用和财务费用甚至是研发支出来实现短期的盈利。</p><p><strong>03 重点关注蔚来的极大指标</strong></p><p>蔚来亏损的情况不乐观，为了给投资者交代，李斌可能急于想通过盈利向投资者证明。但切忌不能因噎废食，要合法合规的盈利。</p><p>此前，蔚来和李斌等被新加坡GIC控告财务造假，提前确认收入和利润。尽管该官司尚未结束，但值得给李斌等敲响警钟。</p><p>对于蔚来第四季度能否盈利，公众可能不太关注。但如果蔚来第四季度果真实现了盈利，则其报表将会被用放大镜细究，对于收入项和利润项，都将被360度审查。</p><p>私以为，蔚来可以继续亏损，李斌要控制好盈利的欲望，绝不能为了盈利而惹上不必要的麻烦。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来亏损超1000亿，李斌要控制好盈利的欲望\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-24 17:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024174201a472711c&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>樵夫 作品人 车 江湖一起见证中国汽车产业崛起累计亏损超过1000亿，蔚来汽车传下了车圈的不可思议。但李斌要控制好盈利的欲望。有欲望很好，但欲望要与能力匹配，不能为了欲望操之过急。01 “蔚来第四季度要实现盈利”近期，有媒体报道蔚来李斌在内部会议上提出第四季度盈利是必须要实现的一件事。李斌认为，四季度盈利的前提是公司做好以下三件事：第一、做好重点车型营销；第二、供应链保供与降本；第三、按时交付...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024174201a472711c&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1119":"汽车制造商","BK1588":"回港中概股","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024174201a472711c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2577594308","content_text":"樵夫 作品人 车 江湖一起见证中国汽车产业崛起累计亏损超过1000亿，蔚来汽车传下了车圈的不可思议。但李斌要控制好盈利的欲望。有欲望很好，但欲望要与能力匹配，不能为了欲望操之过急。01 “蔚来第四季度要实现盈利”近期，有媒体报道蔚来李斌在内部会议上提出第四季度盈利是必须要实现的一件事。李斌认为，四季度盈利的前提是公司做好以下三件事：第一、做好重点车型营销；第二、供应链保供与降本；第三、按时交付高质量软件版本。从媒体转述的内容看，我们可以感受到李斌追求蔚来第四季度盈利的迫切心情。此前，李斌也多次表达过蔚来要实现盈利，但均尚未能扭转蔚来亏损局面。打破狼来了的窘境，在投资者耐心耗尽之前实现盈利，对李斌而言确实之至关重要的事情。就近期销售情况看来，蔚来似乎走出了销量低潮期，交付上升不少，传言蔚来全系已经实现了单周破万的销量，可以简单换算就是实现了单月4万+的销量。交付量是实现盈利的基础和根本，如果蔚来销量持续上升，实现盈利是可能的。但能否在第四季度实现盈利呢？存在一定困难。因为除了销量，盈利还受到诸多因素限制。02 蔚来现阶段能力是否匹配盈利的欲望蔚来李斌提出第四季度盈利的目标。要看看蔚来现阶段的能力如何。可以将能力分为以下方面：持续营销能力：蔚来全系似乎在近期忽然爆火，这是好事。但维持蔚来，乐道和萤火虫持续火爆很重要。这是对蔚来营销能力持久力的考验。但存在一个问题，即使蔚来实现了单月4万+的销量，就一定能够实现盈利吗？从行业水平来看，单月4万+的同行不在少数，但单月4万+也不一定就能实现盈利。产业链成本控制能力：产业链成本控制能力很重要，如果做到了产业链全链条的打通，甚至可以操纵成本，实现利润转移。从公开信息来看，蔚来尚未完成全产业链布局，其成本控制能力相对比亚迪这类八角形战士是弱很多的。这里边延伸出一个问题，在产业链成本控制能力没有增强的情况下，突击式地压缩成本，往往不现实。其实，财务上有一个指标能反映盈利能力情况，就是毛利率。根据蔚来（NIO）发布的官方财报，在2024年第四季度，其综合毛利率为11.7%，整车毛利率为13.1%。理论上，既然毛利率为正，就可以通过压缩期间费用，比如销售费用，管理费用和财务费用甚至是研发支出来实现短期的盈利。03 重点关注蔚来的极大指标蔚来亏损的情况不乐观，为了给投资者交代，李斌可能急于想通过盈利向投资者证明。但切忌不能因噎废食，要合法合规的盈利。此前，蔚来和李斌等被新加坡GIC控告财务造假，提前确认收入和利润。尽管该官司尚未结束，但值得给李斌等敲响警钟。对于蔚来第四季度能否盈利，公众可能不太关注。但如果蔚来第四季度果真实现了盈利，则其报表将会被用放大镜细究，对于收入项和利润项，都将被360度审查。私以为，蔚来可以继续亏损，李斌要控制好盈利的欲望，绝不能为了盈利而惹上不必要的麻烦。","news_type":1,"symbols_score_info":{"NIO":0.9,"09866":1.5}},"isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492359139758192,"gmtCreate":1761225858238,"gmtModify":1761225859969,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3469508720988911","idStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$&nbsp;</a> 投机一把，冲冲冲！","listText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$&nbsp;</a> 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出货出货！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491833591693480","isVote":1,"tweetType":1,"viewCount":1636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491501599240544,"gmtCreate":1761016456762,"gmtModify":1761038224672,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3469508720988911","idStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$&nbsp;</a> 送你一朵郁金香！","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$&nbsp;</a> 送你一朵郁金香！","text":"$泡泡玛特(09992)$ 送你一朵郁金香！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491501599240544","isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489922800009280,"gmtCreate":1760637299055,"gmtModify":1760649974391,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3469508720988911","idStr":"3469508720988911"},"themes":[],"htmlText":"鸿蒙智行一个根本不是汽车主机厂的“配件供应商”都能拼凑成一个品牌收录在榜单里，蔚来却被拆成几个品牌分别列示，小编真是非蠢即坏，你们是有多么害怕蔚来换电模式做大影响力，掀桌子？","listText":"鸿蒙智行一个根本不是汽车主机厂的“配件供应商”都能拼凑成一个品牌收录在榜单里，蔚来却被拆成几个品牌分别列示，小编真是非蠢即坏，你们是有多么害怕蔚来换电模式做大影响力，掀桌子？","text":"鸿蒙智行一个根本不是汽车主机厂的“配件供应商”都能拼凑成一个品牌收录在榜单里，蔚来却被拆成几个品牌分别列示，小编真是非蠢即坏，你们是有多么害怕蔚来换电模式做大影响力，掀桌子？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489922800009280","repostId":"2575728505","repostType":2,"repost":{"id":"2575728505","kind":"news","pubTimestamp":1760622671,"share":"https://www.laohu8.com/m/news/2575728505?lang=&edition=full","pubTime":"2025-10-16 21:51","market":"hk","language":"zh","title":"9月汽车销量：小米汽车新势力前三了，理想汽车风光不在了，蔚来在TOP10线外候场了","url":"https://stock-news.laohu8.com/highlight/detail?id=2575728505","media":"易方寒","summary":"10月过半，9月份汽车品牌销量基本上披露完成。从9月新能源品牌销量来看，前三依然被比亚迪、吉利银河和五菱汽车占据。特斯拉以强势的品牌号召力位居第4，零跑汽车、鸿蒙智行、小米汽车逐步向新能源品牌前三发起冲击。小鹏和理想汽车近期销量较为暗淡，逐渐在新势力的角逐中失去光环。从新势力品牌销量排名看，零跑汽车、鸿蒙智行和小米汽车名列去前三，小鹏、理想汽车排名第4、第5。","content":"<html><body><article><p>10月过半，9月份汽车品牌销量基本上披露完成。</p><p>从<a href=\"https://laohu8.com/S/BITA\">易车</a>榜总体数据来看，2025年9月汽车销量224.1万辆，环比增长11%，同比增长6.3%。9月乘用车厂商零售、出口、批发和生产均创当月历史新高，新能源出口创出历年各月的历史新高。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251016225119907v206fzbucih88a8\"/><p>从9月品牌销量来看，中国品牌销量150万，同比增长13%，环比增长12.9%；海外品牌销量74.1万，同比下降3.6%，环比增长9.8%。<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>以31万辆排名第一，但是同比下降15.5%，呈现短期下降趋势。排名第二的大众和丰田，销量分别为16万辆和14万辆。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>排在第7位，新势力<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>排第9。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251016225129337v206om6k1giggtl\"/><p>9月新能源车在国内总体乘用车的零售渗透率57.8%，较去年同期提升5个百分点。在9月国内零售，自主品牌中的新能源车渗透率78.1%；豪华车中的新能源车渗透率34.5%；而主流合资品牌中的新能源车渗透率仅有7.4%。从月度新能源车国内零售份额看，9月自主品牌新能源车零售份额70.1%，同比下降2.3个百分点；主流合资品牌新能源车份额3.2%，同比下降0.2个百分点；新势力份额20.2%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、零跑汽车、<a href=\"https://laohu8.com/S/XIACY\">小米</a>汽车等品牌拉动新势力份额同比增长3.3个百分点；特斯拉份额5.5%，同比下降0.9个点。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251016225135793v2062auxxp69oso\"/><p>中国新能源销量117.2万，将近海外新能源的10倍。中国新能源同比增长更为迅速。特斯拉销量超7万辆，同比略有下滑。零跑汽车、鸿蒙智行、<a href=\"https://laohu8.com/S/01810\">小米</a>汽车、小鹏、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>都进入了品牌新能源销量TOP10，相比去年，小米进步了，理想汽车下滑了！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251016225143015v206iggea31aifa\"/><p></p><p>从各级别车型销量来看，宏观MINIEV占据轿车销量首位，Model Y名列SUV销量冠军，赛那排在MPV销量首位，宏光MINIEV是新能源销量冠军，并且增长势头迅猛。值得关注的事，星愿近期销量增长迅猛，同比达47倍增长。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251016225144647v206tjfq2821z0o\"/><p>从9月新能源品牌销量来看，前三依然被<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、吉利<a href=\"https://laohu8.com/S/000806\">银河</a>和<a href=\"https://laohu8.com/S/00305\">五菱汽车</a>占据。特斯拉以强势的品牌号召力位居第4，零跑汽车、鸿蒙智行、小米汽车逐步向新能源品牌前三发起冲击。小鹏和<a href=\"https://laohu8.com/S/02015\">理想汽车</a>近期销量较为暗淡，逐渐在新势力的角逐中失去光环。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251016225146413v2063pqinu3o2fr\"/><p>从新势力品牌销量排名看，零跑汽车、鸿蒙智行和小米汽车名列去前三，小鹏、理想汽车排名第4、第5。深蓝汽车、方程豹、极狐、极氪、乐道位列6-10位。蔚来的排名为第12，与当初“蔚小理”的风光相比，如今差强人意。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251016225155961v206apow1jfgpw8\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251016225216a6bd3aa4&s=b><strong>易方寒</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月过半，9月份汽车品牌销量基本上披露完成。从易车榜总体数据来看，2025年9月汽车销量224.1万辆，环比增长11%，同比增长6.3%。9月乘用车厂商零售、出口、批发和生产均创当月历史新高，新能源出口创出历年各月的历史新高。从9月品牌销量来看，中国品牌销量150万，同比增长13%，环比增长12.9%；海外品牌销量74.1万，同比下降3.6%，环比增长9.8%。比亚迪以31万辆排名第一，但是同比...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251016225216a6bd3aa4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU1720050803.USD":"安联全方位中国股票基金","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","BK1119":"汽车制造商","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","LU0188438112.USD":"SCHRODER ISF ASIAN EQUITY YIELD \"A\" ACC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","D05.SI":"星展集团控股","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","LU0955669360.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD","LU1522347837.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC A","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","LU0261945553.USD":"FIDELITY ASEAN \"A\" ACC","LU1282649141.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (HKD) INC","EVS.SI":"MSCI China 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准备起飞！","text":"$蔚来(NIO)$ 准备起飞！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/455136312566096","isVote":1,"tweetType":1,"viewCount":931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506857597928432,"gmtCreate":1764775209398,"gmtModify":1764775212603,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3469508720988911","idStr":"3469508720988911"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 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四季度大概率不会盈利，乐道销量掉的厉害，除了es8其他5566缩量太多，客户群多是BBA车主增购，纯新车主占比偏少，说明潜在客户群并不大，增量空间有限。明年一季度会缩量更大，更难盈利，盈利最早也得明年二季度，甚至三季度，主要得看L80是一季度出还是二季度出以及销量怎么样。这种情况下应该抓紧出L80/70/50，覆盖最大的受众面，多卖车还能进一步激活换电网络，减少换电亏损，同时最大化复用成熟方案和零件，提高毛利，也不会增加太多研发费用，毕竟L60/90都上下打通了，这本事最好的扭转时机，但管理层明显是高估L90销量了，以为能多卖一些，没必要早推L80，但实际11月掉的厉害，等明年上半年才出一个80，明显行不成全系列覆盖面积，浪费时机，本可以在理想i系列没有形成产品矩阵的时候有快一步的布局时机，蔚来太过于活在自己的世界里了，执着过头是啥？固执，艮，缺乏商业灵活性和务实的执行力。 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蔚来放量了，上周周销量破5000！抓紧上车！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/301152667394112","isVote":1,"tweetType":1,"viewCount":7218,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501750755383732","authorId":"3501750755383732","name":"KOBE8","avatar":"https://static.tigerbbs.com/4434505d24c9583563152bf8f766b086","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3501750755383732","idStr":"3501750755383732"},"content":"销量可以作假的，把上个月少一点，挪到下个月","text":"销量可以作假的，把上个月少一点，挪到下个月","html":"销量可以作假的，把上个月少一点，挪到下个月"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":261549817336048,"gmtCreate":1704881592846,"gmtModify":1704885799649,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3469508720988911","idStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>个人认为蔚来近期大跌原因有这几个： 1，大环境不好，美股A股近期都跌 2，未来一年汽车行业竞争更加激烈，各项经营指标会更加惨淡 3，蔚来新一年的卖车目标定的比较低，比2023年还低，市场一方面不认可另一方面也担心这个目标是不是也不能完成 蔚来目前欠缺硬的车辆销量来讲通整个故事，包括换电故事，研发投入，自身科技科技含量与成色，甚至起家的服务、社区。一切都是为了卖车，销量是1，如果销量上不去，这些都是0。 还有一点，蔚来存量车只有约四十万辆，但是建的充电站、换电站、充电桩相对巨多，导致友商的车都来充电，占比8成，就像打仗前把有限的资源大头投入副业，主业没有跟副业协同发展，反而副业去反哺友商主业，这是不是有些本末倒置？最起码友商用这些设施，是不是应该按对不同友商的定位划分，额外支付更多对价才行呢，要不然这补能在现有这么大体量下，还是大肥羊一头，没有对主业形成壁垒优势。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>个人认为蔚来近期大跌原因有这几个： 1，大环境不好，美股A股近期都跌 2，未来一年汽车行业竞争更加激烈，各项经营指标会更加惨淡 3，蔚来新一年的卖车目标定的比较低，比2023年还低，市场一方面不认可另一方面也担心这个目标是不是也不能完成 蔚来目前欠缺硬的车辆销量来讲通整个故事，包括换电故事，研发投入，自身科技科技含量与成色，甚至起家的服务、社区。一切都是为了卖车，销量是1，如果销量上不去，这些都是0。 还有一点，蔚来存量车只有约四十万辆，但是建的充电站、换电站、充电桩相对巨多，导致友商的车都来充电，占比8成，就像打仗前把有限的资源大头投入副业，主业没有跟副业协同发展，反而副业去反哺友商主业，这是不是有些本末倒置？最起码友商用这些设施，是不是应该按对不同友商的定位划分，额外支付更多对价才行呢，要不然这补能在现有这么大体量下，还是大肥羊一头，没有对主业形成壁垒优势。","text":"$蔚来(NIO)$ 个人认为蔚来近期大跌原因有这几个： 1，大环境不好，美股A股近期都跌 2，未来一年汽车行业竞争更加激烈，各项经营指标会更加惨淡 3，蔚来新一年的卖车目标定的比较低，比2023年还低，市场一方面不认可另一方面也担心这个目标是不是也不能完成 蔚来目前欠缺硬的车辆销量来讲通整个故事，包括换电故事，研发投入，自身科技科技含量与成色，甚至起家的服务、社区。一切都是为了卖车，销量是1，如果销量上不去，这些都是0。 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这波洗出去多少人","text":"$蔚来(NIO)$ 这波洗出去多少人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/462730807148888","isVote":1,"tweetType":1,"viewCount":1391,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"content":"其实主要是大家对李斌信心不足","text":"其实主要是大家对李斌信心不足","html":"其实主要是大家对李斌信心不足"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476742642544848,"gmtCreate":1757398577413,"gmtModify":1757398578822,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3469508720988911","idStr":"3469508720988911"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/02477\">经纬</a>采访时表示：“这一趋势其实在2024年就已经显现。”</p><p>中国汽车流通协会数据显示，2023年全国新能源车体验/展示中心的数量占比为51%，而到2024年底这一占比已降至46%。数字的变化印证了行业转型的加速。随着新势力车企品牌影响力的不断提升与市场认知度的日益深化，其渠道策略正经历一场静水深流的变革。</p><p>在郎学红看来，商超店本身就不适合作为一个永久性的展示或者体验的场所。“商超店更多功能其实是进入到消费者的日常生活空间场景，让消费者在休闲场景中对品牌形成认知，了解品牌的新能源产品。其在一定意义上有更多的品牌宣传职能，即更多地触达消费者。”</p><p>辐射范围的局限性进一步强化了商超店的“短周期”特性。郎学红指出，虽然不同的城市级别，所覆盖的区域有所不同，但商超店能辐射的范围也就在几公里到十几公里的半径，所以，短则半年，长则两年左右，一个商超基本就完成它所能触达到的新消费者了，此后边际效益将明显递减。</p><p>除此之外，高昂的运营成本与服务功能的单一性，也促使车企重新评估商超店的投资回报。郎学红指出，商超店一般都位于城市核心区域商业中心，租金成本比较高，所以一个商超店在积累了一段时间的用户后，可能就会考虑换一个商超，或者进入汽车商圈，以便为消费者提供从试驾到售后等一体化的综合服务。</p><p>不过，郎学红强调，这并非简单的渠道收缩，而是一场深刻的渠道变革。收缩商超店后，新势力车企的渠道模式并非简单回归传统4S店模式，而是通过渠道创新和融合发展，形成一种新的4S、5S甚至多S模式。</p><p>“这一思路的核心在于更多地去找到消费者出行的场景，而不是单一的4S店模式。”郎学红举例说，比如，将传统的4S店功能拆分为体验中心、交付中心、快修中心、钣喷中心等专业模块，实现更精细化的运营，如在社区设立小型试驾点，在商圈布局专属交付中心。或者<a href=\"https://laohu8.com/S/300959\">线上线下</a>深度融合，通过APP预约、直播看车、上门试驾等方式，打破<a href=\"https://laohu8.com/S/605178\">时空</a>限制，构建全时域的服务网络。</p><p>郎学红进一步强调，这场渠道变革的核心，是从“车在哪里卖”转向“人在哪里用”的思维转变。无论是商超店的战略性撤退，还是多功能服务中心的建立，其根本目的都是更好地匹配用户的消费习惯和使用场景。(中新经纬APP)</p><p><strong>中新经纬版权所有，未经授权，不得转载或以其他方式使用。</strong></p><p>责任编辑：袁媛</p><p>来源：中新经纬</p><p>编辑：郭晋嘉</p><p>广告等商务合作，请点击这里</p><p>未经过正式授权严禁转载本文，侵权必究中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。关注中新经纬微信公众号(微信搜索“中新经纬”或“jwview”)，看更多精彩财经资讯。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>品牌大咖说 | 商超店缩减之后：新能源汽车品牌去哪找买家？</title>\n<style 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21:51","market":"hk","language":"zh","title":"9月汽车销量：小米汽车新势力前三了，理想汽车风光不在了，蔚来在TOP10线外候场了","url":"https://stock-news.laohu8.com/highlight/detail?id=2575728505","media":"易方寒","summary":"10月过半，9月份汽车品牌销量基本上披露完成。从9月新能源品牌销量来看，前三依然被比亚迪、吉利银河和五菱汽车占据。特斯拉以强势的品牌号召力位居第4，零跑汽车、鸿蒙智行、小米汽车逐步向新能源品牌前三发起冲击。小鹏和理想汽车近期销量较为暗淡，逐渐在新势力的角逐中失去光环。从新势力品牌销量排名看，零跑汽车、鸿蒙智行和小米汽车名列去前三，小鹏、理想汽车排名第4、第5。","content":"<html><body><article><p>10月过半，9月份汽车品牌销量基本上披露完成。</p><p>从<a href=\"https://laohu8.com/S/BITA\">易车</a>榜总体数据来看，2025年9月汽车销量224.1万辆，环比增长11%，同比增长6.3%。9月乘用车厂商零售、出口、批发和生产均创当月历史新高，新能源出口创出历年各月的历史新高。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251016225119907v206fzbucih88a8\"/><p>从9月品牌销量来看，中国品牌销量150万，同比增长13%，环比增长12.9%；海外品牌销量74.1万，同比下降3.6%，环比增长9.8%。<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>以31万辆排名第一，但是同比下降15.5%，呈现短期下降趋势。排名第二的大众和丰田，销量分别为16万辆和14万辆。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>排在第7位，新势力<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>排第9。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251016225129337v206om6k1giggtl\"/><p>9月新能源车在国内总体乘用车的零售渗透率57.8%，较去年同期提升5个百分点。在9月国内零售，自主品牌中的新能源车渗透率78.1%；豪华车中的新能源车渗透率34.5%；而主流合资品牌中的新能源车渗透率仅有7.4%。从月度新能源车国内零售份额看，9月自主品牌新能源车零售份额70.1%，同比下降2.3个百分点；主流合资品牌新能源车份额3.2%，同比下降0.2个百分点；新势力份额20.2%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、零跑汽车、<a href=\"https://laohu8.com/S/XIACY\">小米</a>汽车等品牌拉动新势力份额同比增长3.3个百分点；特斯拉份额5.5%，同比下降0.9个点。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251016225135793v2062auxxp69oso\"/><p>中国新能源销量117.2万，将近海外新能源的10倍。中国新能源同比增长更为迅速。特斯拉销量超7万辆，同比略有下滑。零跑汽车、鸿蒙智行、<a href=\"https://laohu8.com/S/01810\">小米</a>汽车、小鹏、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>都进入了品牌新能源销量TOP10，相比去年，小米进步了，理想汽车下滑了！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251016225143015v206iggea31aifa\"/><p></p><p>从各级别车型销量来看，宏观MINIEV占据轿车销量首位，Model Y名列SUV销量冠军，赛那排在MPV销量首位，宏光MINIEV是新能源销量冠军，并且增长势头迅猛。值得关注的事，星愿近期销量增长迅猛，同比达47倍增长。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251016225144647v206tjfq2821z0o\"/><p>从9月新能源品牌销量来看，前三依然被<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、吉利<a href=\"https://laohu8.com/S/000806\">银河</a>和<a href=\"https://laohu8.com/S/00305\">五菱汽车</a>占据。特斯拉以强势的品牌号召力位居第4，零跑汽车、鸿蒙智行、小米汽车逐步向新能源品牌前三发起冲击。小鹏和<a href=\"https://laohu8.com/S/02015\">理想汽车</a>近期销量较为暗淡，逐渐在新势力的角逐中失去光环。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251016225146413v2063pqinu3o2fr\"/><p>从新势力品牌销量排名看，零跑汽车、鸿蒙智行和小米汽车名列去前三，小鹏、理想汽车排名第4、第5。深蓝汽车、方程豹、极狐、极氪、乐道位列6-10位。蔚来的排名为第12，与当初“蔚小理”的风光相比，如今差强人意。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251016225155961v206apow1jfgpw8\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n9月汽车销量：小米汽车新势力前三了，理想汽车风光不在了，蔚来在TOP10线外候场了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-16 21:51 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251016225216a6bd3aa4&s=b><strong>易方寒</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月过半，9月份汽车品牌销量基本上披露完成。从易车榜总体数据来看，2025年9月汽车销量224.1万辆，环比增长11%，同比增长6.3%。9月乘用车厂商零售、出口、批发和生产均创当月历史新高，新能源出口创出历年各月的历史新高。从9月品牌销量来看，中国品牌销量150万，同比增长13%，环比增长12.9%；海外品牌销量74.1万，同比下降3.6%，环比增长9.8%。比亚迪以31万辆排名第一，但是同比...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251016225216a6bd3aa4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU1720050803.USD":"安联全方位中国股票基金","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","BK1119":"汽车制造商","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) 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ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","09866":"蔚来-SW","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","09868":"小鹏汽车-W","BK1523":"武汉本地概念股","BK1607":"新IT概念","LU2097828474.EUR":"AZ EQUITY 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