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村东头铁蛋

村东头铁蛋

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村东头铁蛋

10-08

$纳斯达克中国金龙指数(HXC)$

村东头铁蛋

2023-06-09

$蔚来(NIO)$ 拉高出货吗

村东头铁蛋

2023-01-03

村东头铁蛋

2022-12-09

$小鹏汽车(XPEV)$

村东头铁蛋

2022-12-01

$小鹏汽车(XPEV)$

村东头铁蛋

2022-12-01

村东头铁蛋

2022-10-31

村东头铁蛋

2022-10-25

$拼多多(PDD)$

村东头铁蛋

2022-10-18

$Roblox Corporation(RBLX)$

村东头铁蛋

2022-09-17

一

@港股挖掘机:风险资产暴跌美元成今年唯一避风港

村东头铁蛋

2022-08-22

一

@沛嘉医疗:沛嘉医疗中期业绩：业务双引擎增长强劲，强大营销体系助推全面商业化发力

村东头铁蛋

2022-07-10

有

@胖虎哒哒:【818系列】2022年，马斯克交付的孩子比Cybertrucks、Roadsters, 和 Semis都多......

村东头铁蛋

2022-06-21

6

替代燃油车，电动车就差高压快充了？

村东头铁蛋

2022-06-20

1⃣️

@格隆汇:小鹏汽车：连续销冠，毛利修复在即

村东头铁蛋

2022-06-12

一

一图解释Target的库存问题：太过乐观，买得太多

村东头铁蛋

2022-04-13

6

锂价八个月以来首次下跌跌破50万元关口

村东头铁蛋

2022-04-11

6

抱歉，原内容已删除

村东头铁蛋

2022-04-06

6

NIO: What's Not To Like

村东头铁蛋

2022-04-01

6

Is NIO Stock a Buy? What the Bulls and Bears Are Saying

村东头铁蛋

2022-03-31

6

“神车”也顶不住！刚宣布：大涨价

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美元成今年唯一避风港","htmlText":"（全文约800字，读完需要3分钟） 当下，美元升值是唯一可能的对冲手段，以应对全球金融危机以来股市遭受的最大损失。 智通财经APP获悉，花旗集团的数据显示，鉴于今年以来全球股市已累计损失23万亿美元，美元与风险资产的反向关系使美元成为至少在2022年剩余时间里唯一的避风港。 包括Jamie Fahy和Adam Pickett在内的花旗策略师周四表示：“唯一的避风港就是美元。”他们表示，只有出现“深度衰退”，美国通胀才会大幅下降，这意味着在美联储政策转向之前，企业利润和股市将出现长期下跌。 追踪美元兑全球10种货币的彭博美元现货指数今年以来已飙升逾11%，创下该指数自2004年开始编制以来的最佳年度表现。 在周二公布的美国8月通胀数据超出预期之后，交易员再次加大了对美联储激进加息的押注。美元走强之下，非美货币多数走弱。日元兑美元汇率继续徘徊在24年来低点，距离备受关注的1美元兑145日元这一重要关口仅一步之遥;加拿大元兑美元的汇率则跌至近两年来最低水平;澳元兑美元也处于多年来新低的边缘。 分析人士表示，美元的强势目前还不太可能有放缓的迹象。Brown Brothers Harriman汇市策略主管Win Thin表示：“市场对美联储收紧货币政策的重新定价，可能令美元在短期内保持全线买盘。”“正如我们在近期美元连续回调时所说的那样，从根本上来说，一切都没有真正改变，全球背景继续有利于美元。” 加拿大帝国商业银行也认为，现在就押注美元见顶还为时过早。该行外汇策略主管Bipan Rai表示：“实际政策利率仍处于深度负值，金融环境过于宽松。”“市场已经消化了其中的部分因素，但对于利率终点在哪里还存在许多不确定，这应该会让美元得到良好的支撑。” 花旗策略师认为：“美元牛市的结束要么需要美联储政策转向，要么需要全球增长预期触底。”“这些有可能在2023年发生，但不会在短期内发生。”","listText":"（全文约800字，读完需要3分钟） 当下，美元升值是唯一可能的对冲手段，以应对全球金融危机以来股市遭受的最大损失。 智通财经APP获悉，花旗集团的数据显示，鉴于今年以来全球股市已累计损失23万亿美元，美元与风险资产的反向关系使美元成为至少在2022年剩余时间里唯一的避风港。 包括Jamie Fahy和Adam 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在周二公布的美国8月通胀数据超出预期之后，交易员再次加大了对美联储激进加息的押注。美元走强之下，非美货币多数走弱。日元兑美元汇率继续徘徊在24年来低点，距离备受关注的1美元兑145日元这一重要关口仅一步之遥;加拿大元兑美元的汇率则跌至近两年来最低水平;澳元兑美元也处于多年来新低的边缘。 分析人士表示，美元的强势目前还不太可能有放缓的迹象。Brown Brothers Harriman汇市策略主管Win Thin表示：“市场对美联储收紧货币政策的重新定价，可能令美元在短期内保持全线买盘。”“正如我们在近期美元连续回调时所说的那样，从根本上来说，一切都没有真正改变，全球背景继续有利于美元。” 加拿大帝国商业银行也认为，现在就押注美元见顶还为时过早。该行外汇策略主管Bipan Rai表示：“实际政策利率仍处于深度负值，金融环境过于宽松。”“市场已经消化了其中的部分因素，但对于利率终点在哪里还存在许多不确定，这应该会让美元得到良好的支撑。” 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中期业绩摘要 业绩摘要 收入为人民币118.8百万元，较2021年同期增加129.8%。 毛利润（返还合并对价分摊后）为人民币87.6百万元，较2021年同期增加133.5%，毛利率（返还合并对价分摊后）达到73.7%。 主要运营摘要 尽管受到上半年疫情影响，经导管瓣膜治疗业务及神经介入业务的收入分别为人民币52.1百万元及人民币66.7百万元，较2021年同期分别增加455.4%及57.6%。 经导管瓣膜治疗业务入院进度和植入量放量超预期。截至2022年7月31日，在取证后短短一年左右的时间内，TaurusOne®和TaurusElite®产品共进入209家医院。月植入量亦屡创新高，7月植入量占据市场份额近20%。今年仅上半年的总植入量已然远超2021年全年水平，交出满意成绩单。经导管瓣膜治疗业务管线进展顺利，如预期规划推进研发进度。 神经介入业务4款缺血性产品陆续上市，缺血线产品组合布局初步形成，已能为出血性和缺血性疾病提供一整套解决方案。现有产品线销售持续放量，神经介入行业龙头地位不断巩固。 集团于优化供应链及改善生产流程上持续努力以取得长期成功，在上半年疫情情况下继续维持生产稳定以满足快速的销售需求增长。 业绩期内，集团录得收入为人民币118.8百万元，较2021年同期大幅增加129.8%。来自经导管瓣膜治疗业务及神经介入业务的收入分别为人民币52.1百万元及人民币66.7百万元，较2021年同期分别增加455.4%及57.6%。收入增加主要乃由于： 第二代可回收TAVR产","listText":"2022年8月19日，沛嘉医疗公布2022年中期业绩，两个业务板块均实现销售收入、毛利的同比大幅攀升。其中经导管瓣膜治疗业务TaurusOne®及TaurusElite®屡创月度植入量新高，最新月植入量市场份额升至近20%；神经介入业务四款缺血性产品的陆续上市，脑卒中全系列产品组合布局初步完成。 中期业绩摘要 业绩摘要 收入为人民币118.8百万元，较2021年同期增加129.8%。 毛利润（返还合并对价分摊后）为人民币87.6百万元，较2021年同期增加133.5%，毛利率（返还合并对价分摊后）达到73.7%。 主要运营摘要 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和 Semis都多......","htmlText":"话说，近来，这富豪圈的瓜，也是够猛烈的啊！前脚，前世界首富比尔·盖茨才被爆囤地。而这后脚，现世界首富伊隆·马斯克，就被爆在囤娃！咋说呢，就...不愧是马斯克！作为现任世界首富、特斯拉创始人，马斯克（Elon Musk）一直都是网络上的焦点。特别是他那百花齐放的私生活，更一直都是各路吃瓜群众津津乐道的热门话题。图片来源于路透社，版权属于原作者就不说以前了，就这几年，马斯克的瓜，也是没停过。去年9月，马斯克宣布与相恋3年的加拿大歌手女友Grimes，分手。图片来源于the sun，&nbsp;版权属于原作者作为你推我拉、杀马特式爱情的典型代表，这俩人的分手消息，当时也是轰动了整个互联网。然而，作为狗血的代表人物，这事怎么可能就此打住。分手6个月后，媒体曝出，马斯克与前女友Grimes，又有了2胎。图片来源于vanityfair，&nbsp;版权属于原作者分手后，2人还是好朋友，仍是挚爱的宣言。让吃瓜群众，已经忍不住放下手中的瓜，翻白眼拍手祝福！分分合合，拉拉扯扯。就在众人都觉得，马斯克与前女友Grimes再怎么也算曾经热烈爱过后。马斯克劈腿公司女高管，并生了一对双胞胎的劲爆新闻，突然就登上了头版头条。图片来源于businessinsider，&nbsp;版权属于原作者这时，网友们才恍然大悟。原来，这才是富豪们的爱情！昨天，《商业内幕》从一份法庭文件中扒出，51岁的马斯克和公司36岁的高管Shivon Zilis ，今年4月向德州法院提交了一份请愿书。要求更改双胞胎的名字，以便继承父亲的姓，同时将母亲的姓作为中间名。据内部人士爆料称，这对双胞胎是在去年11月出生的。图片来源于Daliy Mail，&nbsp;版权属于原作者而12月马斯克和前女友Grimes才通过代孕迎来2胎女儿。就仅仅相差几周时间，马斯克就一举得3孩。这时间管理手段，这劈腿速度，怎么说，都让人忍不住佩服。这孩子是","listText":"话说，近来，这富豪圈的瓜，也是够猛烈的啊！前脚，前世界首富比尔·盖茨才被爆囤地。而这后脚，现世界首富伊隆·马斯克，就被爆在囤娃！咋说呢，就...不愧是马斯克！作为现任世界首富、特斯拉创始人，马斯克（Elon 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22:55","market":"us","language":"zh","title":"替代燃油车，电动车就差高压快充了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2245716440","media":"界面新闻","summary":"2019年，高压快充技术就已经来到了市场，当时保时捷率先量产800V高压平台电动车Taycan。于是，现在各个车企都在拼命提高整车高压电气系统的电压，布局800V高压快充平台。原先，电动车上的零部件都是适配400V高压系统的。目前，造车新势力小鹏在2021年就推出了800V高压快充，首款搭载了800V高压平台的车型——G9，在今年就能够量产上市了。","content":"<div>\n<p>图片来源：图虫创意文｜深途 周继凤编辑 | 黎明最近，燃油车车主们感受到了双重暴击。6月15日零时，国内再次迎来了新一轮成品油调价，大部分地区95号汽油突破或逼近10元/升。不少电动车品牌还不忘火上浇油。小鹏汽车在其微信公众号上，非常“温馨”地提示：“95号汽油或将突破十元”，并加了句摘要——“幸亏我是加电的，省油100%”，大有挑衅的意味。来源 / 小鹏汽车微信公众号尽管省油，但电动车的缺点，...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2022-06-20/doc-imizmscu7846097.shtml\">Web Link</a>\n\n</div>\n","source":"sina_symbol","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\" 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href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2022-06-20/doc-imizmscu7846097.shtml><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>图片来源：图虫创意文｜深途 周继凤编辑 | 黎明最近，燃油车车主们感受到了双重暴击。6月15日零时，国内再次迎来了新一轮成品油调价，大部分地区95号汽油突破或逼近10元/升。不少电动车品牌还不忘火上浇油。小鹏汽车在其微信公众号上，非常“温馨”地提示：“95号汽油或将突破十元”，并加了句摘要——“幸亏我是加电的，省油100%”，大有挑衅的意味。来源 / 小鹏汽车微信公众号尽管省油，但电动车的缺点，...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2022-06-20/doc-imizmscu7846097.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","BK1575":"同股不同权","02015":"理想汽车-W","BK1539":"汽车股","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","NIO.SI":"蔚来","BK4509":"腾讯概念","BK1588":"回港中概股","LI":"理想汽车","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4526":"热门中概股","BK1587":"次新股","BK4550":"红杉资本持仓","BK1119":"汽车制造商","NIO":"蔚来","BK4574":"无人驾驶","BK4551":"寇图资本持仓","02238":"广汽集团","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","09868":"小鹏汽车-W","BK4099":"汽车制造商","BK4511":"特斯拉概念","09866":"蔚来-SW","TCEHY":"腾讯控股ADR","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4532":"文艺复兴科技持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4531":"中概回港概念"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2022-06-20/doc-imizmscu7846097.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2245716440","content_text":"图片来源：图虫创意文｜深途 周继凤编辑 | 黎明最近，燃油车车主们感受到了双重暴击。6月15日零时，国内再次迎来了新一轮成品油调价，大部分地区95号汽油突破或逼近10元/升。不少电动车品牌还不忘火上浇油。小鹏汽车在其微信公众号上，非常“温馨”地提示：“95号汽油或将突破十元”，并加了句摘要——“幸亏我是加电的，省油100%”，大有挑衅的意味。来源 / 小鹏汽车微信公众号尽管省油，但电动车的缺点，一只手都数不完，最知名的Bug，应该算是充电难、充电慢。去年十一，“8小时车程电动车花了16小时”、“充电1小时排队4小时”的新闻依旧历历在目。不过，最近有些车企跳出来说，“里程焦虑”已经解决了。小鹏汽车即将上市的新车G9，号称能达到“充电5分钟，续航200km+”的水平。已经上市的极狐阿尔法S全新HI版，据说充电10分钟即可补充200公里的续航里程。这些能快速补能的电动车，都是因为搭载了一个黑科技——800V高压平台。2019年，高压快充技术就已经来到了市场，当时保时捷率先量产800V高压平台电动车Taycan。在国内，车企也掀起了一轮800V平台车型的发布热潮，比亚迪、长城、广汽、小鹏、极氪甚至是华为都在相继推出或计划推出800V平台。2022年，不少搭载了800V平台的车型开始量产上市。这个所谓的800V高压平台究竟是怎么一回事？人们能靠着这个平台，摆脱“里程焦虑”吗？什么是800V高压平台？很多人将电动车的充电方式与之前的手机行业类比。某种程度上来说，这也确实没毛病。早些年，手机补能方式就是换电池，后来技术提高了，人们不用再抠电池，转而采用大功率快充技术。现在的电动车行业也是按照这个思路发展的。一拨企业在拼命地建换电站，比如蔚来、吉利、长安、上汽等，最近宁德时代也加入了换电的队伍。另一拨企业走的是大功率快充路线，也就是提高充电速度。我们学过初中物理的都知道，P（充电功率）=U（电压）*I（电流）。在电池容量不变的情况下，要想提高充电功率，要么提高电流要么提高电压。因此，大功率快充路线上，也分出两个阵营，一个阵营在拼命提高电流，主要玩家就是特斯拉。从第一代超级快充进化到第三代超级快充，特斯拉超充桩的电流从250A提升至640A，超充功率也从100kW提升至250kW。这个充电效率，在行业里算是领先的。国家电网最常见的快充桩功率也不过60kW、120kW两种，家用充电桩普遍功率为7kW左右。但是提升充电电流并不是那么容易的事儿，也不是所有人都能成为特斯拉。根据焦耳定律（Q=I2Rt），电流的提升将大幅增加充电过程中的热量，对散热要求很高。为此，特斯拉专门研发了高度集成的“电池热管理系统”和“电池管理系统BMS”。并且，大电流充电桩极度依赖自建体系，推广成本高。所以，国内的大部分车企，都选择了另一条路，就是通过提高电压来提高充电效率。当前主流新能源整车高压电气系统电压范围一般为230V-450V，取中间值400V，统称之为400V系统。不过，这400V的高压系统放到今天，明显是不够用了。基于这种电压系统，充电功率最大的是特斯拉第三代超级充电桩，能够做到15分钟为车辆补充约250公里的续航里程。但是，要想把一辆特斯拉Model 3充满，最快也得需要半个小时。于是，现在各个车企都在拼命提高整车高压电气系统的电压，布局800V高压快充平台。在电流不变的情况下，电压从400V提高到800V，充电功率显然大大提高，充电时间也能大幅缩减。从理论上来说，依靠800V高压快充，电动车有可能变得像燃油车一样，补能只需几分钟，效率高还方便。从400V提升到800V，没那么简单但要想把电压从400V升级到800V，不是说换个充电桩或者调整一下电压这么简单。理想汽车总裁沈亚楠在接受媒体采访时指出：高电压平台牵扯到很多，比如电控，肯定是高电压，碳化硅IGBT一定要用上，电机本身的设计也会有区别……整个行业产业链上的环节都要更新。原先，电动车上的零部件都是适配400V高压系统的。以“功率器件”为例。我们初中物理学到过，电池输出的是直流电，电机需要输入的是交流电。想要让二者无障碍协作，就需要“功率器件”作为转换器，将直流电转化为交流电。在400V的高压平台下，功率半导体的材料多为硅基IGBT，这种半导体能够承受的极限电压是650V，并且不耐高温，热损耗高。但800V电压系统对功率半导体要求变得严苛起来。为了满足800V高压平台的需求，车企需要把原先的硅基IGBT切换成碳化硅材料（也就是SiC）。以碳化硅为材料做出的功率半导体耐高压，耐高温，热损耗低。这些功率器件大量存在于电动车的电机、电控、小三电（OBC、PDU 以及 DCDC）还有高压快充的充电桩中。所以，在400V向800V电压架构迈进的道路上，汽车上的大量零部件都需要重新适配替换。这对于所有车企来说，都是一个浩大的工程。除此之外，从400V的电压提升至800V，对于电池也是一个巨大的挑战。过高的充电电压以及电流都会导致电池的稳定性降低，容易引发着火、爆炸等问题。因此，需要对电池的正极、负极、隔膜、电解液、电源管理系统等方方面面进行优化。最重要的是，从400V平台架构升级800V平台，对于车企来说，其实是一笔不小的开支。仅仅替换功率半导体本身就是一大笔钱。车内IGBT约占整车成本的7%-10%，是除电池以外成本第二高的元件。华创证券在其研报里就算了这样一笔账，把硅基功率器件替换成碳化硅材料后，成本比之前高出了2-3倍。拦路石还有很多尽管成本高，但高压快充平台能带来足够便捷、快速的充电形式，整个新能源汽车行业都在加速向800V高压平台跃进。目前，造车新势力小鹏在2021年就推出了800V高压快充，首款搭载了800V高压平台的车型——G9，在今年就能够量产上市了。理想和蔚来布局得相对较晚，但也在计划中。蔚来预计2024年会推出800V电压平台。传统车企也不甘示弱，长城、比亚迪、广汽、长安、东风旗下的岚图、吉利旗下的极氪也纷纷发布了自己的800V高压平台。在这些玩家中，华为的野心最大。2021年4月18日，华为发布了所谓的高压平台解决方案，并且制定了这样的目标：到2025年将推出电压平台超1000V、功率600kW的快充方案，5分钟即可实现30%-80%SOC充电性能。一位长期观察高压快充行业的分析师周鹏对深途指出：“目前来说，800V高压系统几乎没有技术挑战。”2019年，高压快充技术就已经来到了市场，但是为什么直到2022年，搭载800V高压平台的车型才逐渐量产？“新车搭载着全新的电驱、电池，电驱电池是否足够安全、稳定，其实是需要一个验证周期。万一产品不成熟，量产后需要大量召回，对于车企来说损失挺大的。”周鹏指出。除此之外，在周鹏看来，不少车企也在担心，搭载着800V高压平台的车型，消费者愿不愿意买单。“所以大家都在摸着石头过河，有些车企胆子比较大，会选择率先开始量产。”而对于行业来说，800V高压平台能够真正普及，还面临着不少障碍。比如，碳化硅的供应本身就是一个问题。而且，碳化硅功率器件大量依靠海外市场。据Yole数据，2020年碳化硅功率器件市场中，海外公司ST、Cree、ROHM、Infineon、 Onsemi市占率分别为40.5%、14.9%、14.4%、13.3%、7.7%。在芯片供应链极端不稳定的当下，单靠国产的碳化硅功率器件远远无法满足当前市场的需求。除此之外，超级快充也会对电池造成一定的伤害。清华大学教授欧阳明高就曾对媒体表示：“超级快充完全充满，同时电池还需要具备安全性和长寿命，这是很难折衷的。”而且，目前市面上几乎所有的充电桩，都不能适配800V高压平台。这也就意味着，要实现800V高压快充，车企需要重新布局充电桩。比如，小鹏就表示为了配合800V的高压平台，将铺设480kW高压超充桩。“但不得不承认的是，800V高压快充确实是一个趋势，就我接触到的每一家车企都要考虑布局这个平台。”周鹏总结道：“但从实验室到真正大规模普及，确实还有很多路要走。”应受访者要求，文中周鹏为化名。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689288981,"gmtCreate":1655685229545,"gmtModify":1704862829619,"author":{"id":"3494543829150819","authorId":"3494543829150819","name":"村东头铁蛋","avatar":"https://static.tigerbbs.com/b1889c307c654470b215066d1dcef9d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494543829150819","authorIdStr":"3494543829150819"},"themes":[],"htmlText":"1⃣️","listText":"1⃣️","text":"1⃣️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689288981","repostId":"614352788","repostType":1,"repost":{"id":614352788,"gmtCreate":1653399390845,"gmtModify":1653399390845,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"39105730803552","authorIdStr":"39105730803552"},"themes":[],"title":"小鹏汽车：连续销冠，毛利修复在即","htmlText":"北京时间5月23日下午港股盘后、美股盘前，小鹏汽车（XPEV.US/9868.HK）今年首季的成绩单正式出炉，并于晚上8点召开线上业绩交流会。1、一季度超预期，取得出色开局数据显示，期内，小鹏汽车交付量约3.46万辆，同比增长159%；营收74.5亿元，同比增长152.6%，超出上季业绩指引上限；经营亏损环比收窄21%。考虑到疫情大肆反扑，国内汽车产业重镇相继受挫，供应链基本“休克”，供给矛盾加剧：锂钴等稀有金属、芯片等上游原材料持续掀涨价潮，加之国补退坡，行业开局之艰难可见一斑。在此背景下，小鹏依然能保持较为稳定的交付量，稳居新势力第一梯队榜首，实属超出市场预期，取得2022年的出色开局。2、二季度指引：交付地位稳，ASP环比提升9%公司预计第二季度交付量为3.1-3.4万辆；对应期内的营收为68亿元至75亿元。与本季表现相近，且在新势力第一梯队中地位稳固。同时隐含的二季度ASP约为22万元，环比提升9%，结合车型产品结构，高价车型交付量继续扩大，二季度仍有利润改善空间。3、提前锁定关键组件，供应链挑战有解目前来看，小鹏所受影响相对有限，由于制造主要在广东，公司表示，肇庆工厂已5月中旬恢复到双班生产。由此可见，尽管车市整体承压，但供应链所受疫情冲击有所差异，也成为各家表现分化的重要因素。面对上游的供给及涨价压力，不少车企选择“向上走”，通过与关键部件厂商签订长协来锁定甚至有的自己下场造。小鹏汽车管理层表示，预计2022年底或2023年上半年，电池涨价和供应紧张问题将得到缓解。公司已对部分关键组件提前备货，在电池方面，自2021年起对接更多电池供应商，并将于今年二季度基本完成电池供应多元化的布局，降低供应商集中于特定区域的风险；对于缺芯的挑战，小鹏管理层认为会持续更长时间，公司自2015年就开始分步骤打造强大的嵌入式系统硬件，并推动底层软件的深度自研，2022年已进入规模效","listText":"北京时间5月23日下午港股盘后、美股盘前，小鹏汽车（XPEV.US/9868.HK）今年首季的成绩单正式出炉，并于晚上8点召开线上业绩交流会。1、一季度超预期，取得出色开局数据显示，期内，小鹏汽车交付量约3.46万辆，同比增长159%；营收74.5亿元，同比增长152.6%，超出上季业绩指引上限；经营亏损环比收窄21%。考虑到疫情大肆反扑，国内汽车产业重镇相继受挫，供应链基本“休克”，供给矛盾加剧：锂钴等稀有金属、芯片等上游原材料持续掀涨价潮，加之国补退坡，行业开局之艰难可见一斑。在此背景下，小鹏依然能保持较为稳定的交付量，稳居新势力第一梯队榜首，实属超出市场预期，取得2022年的出色开局。2、二季度指引：交付地位稳，ASP环比提升9%公司预计第二季度交付量为3.1-3.4万辆；对应期内的营收为68亿元至75亿元。与本季表现相近，且在新势力第一梯队中地位稳固。同时隐含的二季度ASP约为22万元，环比提升9%，结合车型产品结构，高价车型交付量继续扩大，二季度仍有利润改善空间。3、提前锁定关键组件，供应链挑战有解目前来看，小鹏所受影响相对有限，由于制造主要在广东，公司表示，肇庆工厂已5月中旬恢复到双班生产。由此可见，尽管车市整体承压，但供应链所受疫情冲击有所差异，也成为各家表现分化的重要因素。面对上游的供给及涨价压力，不少车企选择“向上走”，通过与关键部件厂商签订长协来锁定甚至有的自己下场造。小鹏汽车管理层表示，预计2022年底或2023年上半年，电池涨价和供应紧张问题将得到缓解。公司已对部分关键组件提前备货，在电池方面，自2021年起对接更多电池供应商，并将于今年二季度基本完成电池供应多元化的布局，降低供应商集中于特定区域的风险；对于缺芯的挑战，小鹏管理层认为会持续更长时间，公司自2015年就开始分步骤打造强大的嵌入式系统硬件，并推动底层软件的深度自研，2022年已进入规模效","text":"北京时间5月23日下午港股盘后、美股盘前，小鹏汽车（XPEV.US/9868.HK）今年首季的成绩单正式出炉，并于晚上8点召开线上业绩交流会。1、一季度超预期，取得出色开局数据显示，期内，小鹏汽车交付量约3.46万辆，同比增长159%；营收74.5亿元，同比增长152.6%，超出上季业绩指引上限；经营亏损环比收窄21%。考虑到疫情大肆反扑，国内汽车产业重镇相继受挫，供应链基本“休克”，供给矛盾加剧：锂钴等稀有金属、芯片等上游原材料持续掀涨价潮，加之国补退坡，行业开局之艰难可见一斑。在此背景下，小鹏依然能保持较为稳定的交付量，稳居新势力第一梯队榜首，实属超出市场预期，取得2022年的出色开局。2、二季度指引：交付地位稳，ASP环比提升9%公司预计第二季度交付量为3.1-3.4万辆；对应期内的营收为68亿元至75亿元。与本季表现相近，且在新势力第一梯队中地位稳固。同时隐含的二季度ASP约为22万元，环比提升9%，结合车型产品结构，高价车型交付量继续扩大，二季度仍有利润改善空间。3、提前锁定关键组件，供应链挑战有解目前来看，小鹏所受影响相对有限，由于制造主要在广东，公司表示，肇庆工厂已5月中旬恢复到双班生产。由此可见，尽管车市整体承压，但供应链所受疫情冲击有所差异，也成为各家表现分化的重要因素。面对上游的供给及涨价压力，不少车企选择“向上走”，通过与关键部件厂商签订长协来锁定甚至有的自己下场造。小鹏汽车管理层表示，预计2022年底或2023年上半年，电池涨价和供应紧张问题将得到缓解。公司已对部分关键组件提前备货，在电池方面，自2021年起对接更多电池供应商，并将于今年二季度基本完成电池供应多元化的布局，降低供应商集中于特定区域的风险；对于缺芯的挑战，小鹏管理层认为会持续更长时间，公司自2015年就开始分步骤打造强大的嵌入式系统硬件，并推动底层软件的深度自研，2022年已进入规模效","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614352788","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680614657,"gmtCreate":1654991062081,"gmtModify":1704860924464,"author":{"id":"3494543829150819","authorId":"3494543829150819","name":"村东头铁蛋","avatar":"https://static.tigerbbs.com/b1889c307c654470b215066d1dcef9d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494543829150819","authorIdStr":"3494543829150819"},"themes":[],"htmlText":"一","listText":"一","text":"一","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680614657","repostId":"2242556486","repostType":2,"repost":{"id":"2242556486","pubTimestamp":1654942620,"share":"https://www.laohu8.com/m/news/2242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18:17","market":"us","language":"zh","title":"一图解释Target的库存问题：太过乐观，买得太多","url":"https://stock-news.laohu8.com/highlight/detail?id=2242556486","media":"美股研究社","summary":"在这种情况下，要追踪的数据是 Target 截至 4 月结束的季度的库存水平与该零售商在这三个月期间的销售额的比较。Target 的库存呈上升趋势，但收入也是如此。为了优化下半年的销售和利润，Target 需要在理想的基础上结束 2022 年上半年。简而言之，Target 正以相当极端的劣势进入 2022 财年下半年。然而，Target 仅给予了 2.19 美元的答案，理由是通货膨胀，并补充说同店销售额增长从一个季度前的 8.9% 降至 3.3%。","content":"<html><body><div>\n<div><img cms-height=\"434.578\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20220611/727/w930h597/20220611/ced9-0df29e0ccdd05d088985eae26901aca0.jpg\"/><span></span></div><p cms-style=\"font-L align-right\"><font cms-style=\"font-L strong-Bold align-right\">作者 | James Brumley</font></p><p cms-style=\"font-L align-right\"><font cms-style=\"font-L strong-Bold align-right\">编译 | 华尔街大事件</font></p><p cms-style=\"font-L\">零售商Target（TGT）正头疼当前季度的利润问题。第二财季的营业利润率应该会下滑至接近 2% 的水平，低于一个月前的 5.3% 左右的估计值。</p><p cms-style=\"font-L\">该公司的警告解释说，“额外的商品降价、去除多余的库存和取消订单”将是酝酿利润紧缩背后的几个促成因素。</p><p cms-style=\"font-L\">它还计划在航运港口存放更多商品，否则这些商品将运往其商店。</p><p cms-style=\"font-L\">字里行间就说明一件事，<span><a href=\"https://laohu8.com/S/TGT\">塔吉特</a></span><span></span>的店内库存过多，可能是因为预期疫情后消费主义复苏的蓬勃发展而过于激进地购买。</p><p cms-style=\"font-L\">尽管该公司没有详细说明其当前库存问题的程度，但一张简单的图片可以透视一切。</p><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">01</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">Target买太多了</font></p><p cms-style=\"font-L\">Target的警告没有包括任何细节，但数据可供任何愿意寻找的人使用。</p><p cms-style=\"font-L\">在这种情况下，要追踪的数据是 Target 截至 4 月结束的季度的库存水平与该零售商在这三个月期间的销售额的比较。</p><p cms-style=\"font-L\">看一看与第一季度数据相比的几年的销售/库存比较：</p><div><img cms-height=\"469.719\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20220611/135/w552h383/20220611/4e4e-43e45c0418ab62e2c2c00587691966d2.png\"/><span></span></div><p cms-style=\"font-L\">只是匆匆一瞥，似乎没有任何危险信号。Target 的库存呈上升趋势，但收入也是如此。</p><p cms-style=\"font-L\">然而，只需对图表进行几次调整，情况就会发生巨大变化。</p><p cms-style=\"font-L\">您将在下面看到的其中一项调整是添加了特定的库存/收入数字，以销售额的百分比表示。</p><p cms-style=\"font-L\">虽然从一个季度到下一个季度可能会出现一些差异，但大多数零售商都会重点调整这一比率，因为零售业是一个反复无常、利润率很低的业务。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\">过多的库存不仅意味着没有空间添加新商品，还意味着没有足够的现金来采购新商品。</font></font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\">库存水平与销售额的偏差会产生持久的、具有挑战性的连锁反应。</font></font></p><p cms-style=\"font-L\">您将在下面的修改后的图像中看到的另一个调整是删除了除过去几年的第一季度之外的所有其他季度。从表面上看似乎没有必要，但这种细微差别很重要，因为时机对于零售业至关重要。</p><p cms-style=\"font-L\">商店现在需要摆脱所有春季商品，为返校购物做准备，甚至考虑今年总是忙碌的假日购物季。为了优化下半年的销售和利润，Target 需要在<span>理想</span><span></span>的基础上结束 2022 年上半年。</p><p cms-style=\"font-L\">正如古老的格言所说，“read 'em and <span>we</span><span></span>ep”。</p><div><img cms-height=\"493.031\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20220611/154/w552h402/20220611/490e-b156208085082b9f40aeb81949ce4342.png\"/><span></span></div><p cms-style=\"font-L\">你没看错，Target 在本财年第一季度结束时，库存水平占第一季度销售额的 60%。</p><p cms-style=\"font-L\">这是过去五年中最高的第一季度库存/销售比较，其中包括大流行动摇全球供应链之前和之后的时期。在 2020 年之前，该零售商将在今年第一季度结束时库存水平略高于第一季度销售额的 51%。</p><p cms-style=\"font-L\">简而言之，Target 正以相当极端的劣势进入 2022 财年下半年。</p><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">02</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">优化说起来容易做起来难</font></p><p cms-style=\"font-L\">零售商预期的“库存优化”是否会做需要做的事情来建立第三和第四季度的成功？</p><p cms-style=\"font-L\">有可能。然而，公司面临的挑战的深度怎么强调都不为过。</p><p cms-style=\"font-L\">占季度收入 51% 和占季度收入 60% 的库存之间的数学差异似乎并不显著，不过，这在零售领域是一个巨大的错位。</p><p cms-style=\"font-L\">Target 现在做什么或不做什么都会对其有能力购买的产品或在接下来几个月有空间结转产生不利影响，这可能会导致相同的问题进入 2023 年日历。</p><p cms-style=\"font-L\">另请记住，该公司股价自 5 月中旬以来下跌 26%的症结在于其当时报告的盈利不足。</p><p cms-style=\"font-L\">分析师预计每股底线为 3.07 美元。然而，Target 仅给予了 2.19 美元的答案，理由是通货膨胀，并补充说同店销售额增长从一个季度前的 8.9% 降至 3.3%。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">不能保证在这里简单地打折一堆商品就能把它们全部清除，特别是如果通货膨胀仍然很高并继续抑制整体消费者支出的话。</font></p><p cms-style=\"font-L\">至少，投资者应该密切关注此事，尤其是现在考虑到基准库存/销售比较不那么理想。</p>\n<div>\n<span>股民福利来了！十大金股送给你，带你掘金“黄金坑”！点击查看&gt;&gt;</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n</div></body></html>","source":"sina","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>一图解释Target的库存问题：太过乐观，买得太多</title>\n<style 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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一图解释Target的库存问题：太过乐观，买得太多\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-11 18:17 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2022-06-11/doc-imizmscu6304678.shtml?finpagefr=p_115><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | James Brumley编译 | 华尔街大事件零售商Target（TGT）正头疼当前季度的利润问题。第二财季的营业利润率应该会下滑至接近 2% 的水平，低于一个月前的 5.3% 左右的估计值。该公司的警告解释说，“额外的商品降价、去除多余的库存和取消订单”将是酝酿利润紧缩背后的几个促成因素。它还计划在航运港口存放更多商品，否则这些商品将运往其商店。字里行间就说明一件事，塔吉特的店内库存...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-06-11/doc-imizmscu6304678.shtml?finpagefr=p_115\">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","BK1575":"同股不同权","BK4114":"综合货品商店","TGT":"塔吉特","BK1587":"次新股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","BK1119":"汽车制造商","LI":"理想汽车","BK1539":"汽车股","02015":"理想汽车-W","BK4532":"文艺复兴科技持仓"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-06-11/doc-imizmscu6304678.shtml?finpagefr=p_115","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2242556486","content_text":"作者 | James Brumley编译 | 华尔街大事件零售商Target（TGT）正头疼当前季度的利润问题。第二财季的营业利润率应该会下滑至接近 2% 的水平，低于一个月前的 5.3% 左右的估计值。该公司的警告解释说，“额外的商品降价、去除多余的库存和取消订单”将是酝酿利润紧缩背后的几个促成因素。它还计划在航运港口存放更多商品，否则这些商品将运往其商店。字里行间就说明一件事，塔吉特的店内库存过多，可能是因为预期疫情后消费主义复苏的蓬勃发展而过于激进地购买。尽管该公司没有详细说明其当前库存问题的程度，但一张简单的图片可以透视一切。01Target买太多了Target的警告没有包括任何细节，但数据可供任何愿意寻找的人使用。在这种情况下，要追踪的数据是 Target 截至 4 月结束的季度的库存水平与该零售商在这三个月期间的销售额的比较。看一看与第一季度数据相比的几年的销售/库存比较：只是匆匆一瞥，似乎没有任何危险信号。Target 的库存呈上升趋势，但收入也是如此。然而，只需对图表进行几次调整，情况就会发生巨大变化。您将在下面看到的其中一项调整是添加了特定的库存/收入数字，以销售额的百分比表示。虽然从一个季度到下一个季度可能会出现一些差异，但大多数零售商都会重点调整这一比率，因为零售业是一个反复无常、利润率很低的业务。过多的库存不仅意味着没有空间添加新商品，还意味着没有足够的现金来采购新商品。库存水平与销售额的偏差会产生持久的、具有挑战性的连锁反应。您将在下面的修改后的图像中看到的另一个调整是删除了除过去几年的第一季度之外的所有其他季度。从表面上看似乎没有必要，但这种细微差别很重要，因为时机对于零售业至关重要。商店现在需要摆脱所有春季商品，为返校购物做准备，甚至考虑今年总是忙碌的假日购物季。为了优化下半年的销售和利润，Target 需要在理想的基础上结束 2022 年上半年。正如古老的格言所说，“read 'em and weep”。你没看错，Target 在本财年第一季度结束时，库存水平占第一季度销售额的 60%。这是过去五年中最高的第一季度库存/销售比较，其中包括大流行动摇全球供应链之前和之后的时期。在 2020 年之前，该零售商将在今年第一季度结束时库存水平略高于第一季度销售额的 51%。简而言之，Target 正以相当极端的劣势进入 2022 财年下半年。02优化说起来容易做起来难零售商预期的“库存优化”是否会做需要做的事情来建立第三和第四季度的成功？有可能。然而，公司面临的挑战的深度怎么强调都不为过。占季度收入 51% 和占季度收入 60% 的库存之间的数学差异似乎并不显著，不过，这在零售领域是一个巨大的错位。Target 现在做什么或不做什么都会对其有能力购买的产品或在接下来几个月有空间结转产生不利影响，这可能会导致相同的问题进入 2023 年日历。另请记住，该公司股价自 5 月中旬以来下跌 26%的症结在于其当时报告的盈利不足。分析师预计每股底线为 3.07 美元。然而，Target 仅给予了 2.19 美元的答案，理由是通货膨胀，并补充说同店销售额增长从一个季度前的 8.9% 降至 3.3%。不能保证在这里简单地打折一堆商品就能把它们全部清除，特别是如果通货膨胀仍然很高并继续抑制整体消费者支出的话。至少，投资者应该密切关注此事，尤其是现在考虑到基准库存/销售比较不那么理想。\n\n股民福利来了！十大金股送给你，带你掘金“黄金坑”！点击查看>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":2867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613832612,"gmtCreate":1649805120534,"gmtModify":1649805120534,"author":{"id":"3494543829150819","authorId":"3494543829150819","name":"村东头铁蛋","avatar":"https://static.tigerbbs.com/b1889c307c654470b215066d1dcef9d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494543829150819","authorIdStr":"3494543829150819"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613832612","repostId":"2227669805","repostType":2,"repost":{"id":"2227669805","pubTimestamp":1649774340,"share":"https://www.laohu8.com/m/news/2227669805?lang=&edition=full","pubTime":"2022-04-12 22:39","market":"us","language":"zh","title":"锂价八个月以来首次下跌 跌破50万元关口","url":"https://stock-news.laohu8.com/highlight/detail?id=2227669805","media":"财新网","summary":"财新数据显示，4月12日，电池级碳酸锂报每吨49.6万元，较前一日下跌四千元，为今年3月4日以来首次跌至50万元以下。这也是锂价自2021年7月下旬以来，首次出现下跌行情。2022年伊始，锂价势如破竹，一口气冲破30万、40万、50万元大关。一名国内头部锂业公司负责人告诉财新，此次价格下跌主要是受下游新能源汽车停产影响。蔚来汽车还透露，自今年3月以来，公司位于吉林、上海、江苏等多地的供应链合作伙伴陆续停产，目前尚未恢复。","content":"<html><body><div><img src=\"http://k.sinaimg.cn/n/sinakd20220412s/0/w480h320/20220412/8188-5b7dc0598b57e80b183c908a9cb44333.jpg/w720fin.jpg\"/></div><p>财新数据显示，4月12日，电池级碳酸锂报每吨49.6万元，较前一日下跌四千元，为今年3月4日以来首次跌至50万元以下。图：Qilai Shen/<a href=\"https://laohu8.com/S/000681\">视觉中国</a></p><p><font>【财新网】</font>上海疫情导致多家汽车厂停产，叠加采购淡季来临，动力电池原材料碳酸锂价格连涨八个月后首次出现下滑，并跌破50万元关口。</p><p>财新数据显示，4月12日，电池级碳酸锂报每吨49.6万元，较前一日下跌四千元，为今年3月4日以来首次跌至50万元以下。</p><p>这也是锂价自2021年7月下旬以来，首次出现下跌行情。2022年伊始，锂价势如破竹，一口气冲破30万、40万、50万元大关。</p><p>一名国内头部锂业公司负责人告诉财新，此次价格下跌主要是受下游新能源汽车停产影响。由于上海疫情影响，包括蔚来汽车（NYSE:NIO/ 09866.HK ）、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>（Nasdaq:TSLA）在内的新能源汽车制造商在4月初相继宣布减产或停产。蔚来汽车还透露，自今年3月以来，公司位于吉林、上海、江苏等多地的供应链合作伙伴陆续停产，目前尚未恢复。</p></body></html>","source":"sina_symbol","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>锂价八个月以来首次下跌 跌破50万元关口</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: 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\">\n锂价八个月以来首次下跌 跌破50万元关口\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-12 22:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2022-04-12/doc-imcwiwst1463254.shtml><strong>财新网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>财新数据显示，4月12日，电池级碳酸锂报每吨49.6万元，较前一日下跌四千元，为今年3月4日以来首次跌至50万元以下。图：Qilai Shen/视觉中国【财新网】上海疫情导致多家汽车厂停产，叠加采购淡季来临，动力电池原材料碳酸锂价格连涨八个月后首次出现下滑，并跌破50万元关口。财新数据显示，4月12日，电池级碳酸锂报每吨49.6万元，较前一日下跌四千元，为今年3月4日以来首次跌至50万元以下。这也...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2022-04-12/doc-imcwiwst1463254.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4509":"腾讯概念","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4526":"热门中概股","TSLA":"特斯拉","BK4574":"无人驾驶","BK4551":"寇图资本持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2022-04-12/doc-imcwiwst1463254.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227669805","content_text":"财新数据显示，4月12日，电池级碳酸锂报每吨49.6万元，较前一日下跌四千元，为今年3月4日以来首次跌至50万元以下。图：Qilai Shen/视觉中国【财新网】上海疫情导致多家汽车厂停产，叠加采购淡季来临，动力电池原材料碳酸锂价格连涨八个月后首次出现下滑，并跌破50万元关口。财新数据显示，4月12日，电池级碳酸锂报每吨49.6万元，较前一日下跌四千元，为今年3月4日以来首次跌至50万元以下。这也是锂价自2021年7月下旬以来，首次出现下跌行情。2022年伊始，锂价势如破竹，一口气冲破30万、40万、50万元大关。一名国内头部锂业公司负责人告诉财新，此次价格下跌主要是受下游新能源汽车停产影响。由于上海疫情影响，包括蔚来汽车（NYSE:NIO/ 09866.HK ）、特斯拉（Nasdaq:TSLA）在内的新能源汽车制造商在4月初相继宣布减产或停产。蔚来汽车还透露，自今年3月以来，公司位于吉林、上海、江苏等多地的供应链合作伙伴陆续停产，目前尚未恢复。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613024831,"gmtCreate":1649632951446,"gmtModify":1649632951446,"author":{"id":"3494543829150819","authorId":"3494543829150819","name":"村东头铁蛋","avatar":"https://static.tigerbbs.com/b1889c307c654470b215066d1dcef9d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494543829150819","authorIdStr":"3494543829150819"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613024831","repostId":"2226505982","repostType":2,"isVote":1,"tweetType":1,"viewCount":1560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":619862413,"gmtCreate":1649203669416,"gmtModify":1649203669416,"author":{"id":"3494543829150819","authorId":"3494543829150819","name":"村东头铁蛋","avatar":"https://static.tigerbbs.com/b1889c307c654470b215066d1dcef9d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494543829150819","authorIdStr":"3494543829150819"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619862413","repostId":"2225580023","repostType":2,"repost":{"id":"2225580023","pubTimestamp":1649186526,"share":"https://www.laohu8.com/m/news/2225580023?lang=&edition=full","pubTime":"2022-04-06 03:22","market":"us","language":"en","title":"NIO: What's Not To Like","url":"https://stock-news.laohu8.com/highlight/detail?id=2225580023","media":"seekingalpha","summary":"coward_lion/iStock via Getty Images Summary NIO Inc (NYSE:NIO) presented full-year earnings on Thursday the 24th after market close, which prompted a sell-off in post-market trading which extended int","content":"<html><body><p><figure><picture> <img height=\"1024px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/488085522/image_488085522.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/488085522/image_488085522.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/488085522/image_488085522.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/488085522/image_488085522.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/488085522/image_488085522.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/488085522/image_488085522.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/488085522/image_488085522.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/488085522/image_488085522.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/488085522/image_488085522.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>coward_lion/iStock via Getty Images</p></figcaption></figure></p> <h2>Summary</h2> <p>NIO Inc (<span>NYSE:NIO</span>) presented full-year earnings on Thursday the 24th after market close, which prompted a sell-off in post-market trading which extended into Friday. Since then the stock has recovered somewhat, and although investors were disappointed<span> with guidance, institutions and investors are backing the stock, including Cathie Wood, who </span>recently added NIO<span> to her ARK Autonomous Technology &amp; Robotics <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> fund (</span>ARKQ<span>)</span></p> <p>The company beat revenue estimates but missed on GAAP EPS. The company estimates Q1 deliveries will be around 25-26K, with revenues expected to come in at $1,511-$1,567M. The average analyst consensus before that stood at $1.65M.</p> <p>What was encouraging was the expansion in vehicle margin, and NIO also recently made the first deliveries of the much-awaited ET7. Before we get into how the recent results alter our valuation on NIO, let’s discuss some of the insights from the earnings call.-</p> <h2>Takeaway from the Earnings Call</h2> <p>In this section, I will review the most relevant points from the earnings call. I have divided this into three sections; Growth, Profitability and Challenges.</p> <h3>Growth</h3> <p>Despite the disappointing guidance, there are plenty of things to get excited about. Overall, the EV market is growing at a fast rate. The China Passenger Car Association estimated the battery electric vehicle penetration rate from 5.9% in January to 18.6% in December of last year. This rate was even higher in big cities like Shanghai.</p> <p>To grow, NIO has to increase its production capacity, and this was discussed in depth in the earnings call. According to William Li, NIO has almost completed the construction of its F2 manufacturing facility in the NeoPark. With both factories up and running, production should come in at 240,000 units per year.</p> <p>NIO will need this extra capacity to accommodate international demand and demand for the ET7. According to NIO, the ES8 has ranked second in sales in the category of 6 and 7 passenger vehicles. Li refused to give exact numbers for the ET7 but did state that pre-orders were much higher than the 5000 stated in a recent media report, so that is encouraging.</p> <p>Lastly, NIO continues to expand its presence worldwide, with a confirmed 46 NIO houses and 341 NIO spaces in 155 cities all over the world.</p> <p>All in all, while NIO’s CEO did acknowledge that European demand would be slow to pick up, NIO is laying the foundation for future growth, and its newest models will keep demand up in the near term.</p> <h3>Profitability</h3> <p>While NIO pursues growth, profitability is taking the backseat. In the last quarter, NIO accomplished a 20.9% vehicle margin, but this is expected to come down. The target for 2022 is 18-20%. Also, NIO has significant R&amp;D and SG&amp;A expenses, and it is still spending cash on expanding its infrastructure and service offering, which hurts profitability.</p> <p>For now, the main objective is to have gross profit cover the SG&amp;A costs. However, it was stated in the earnings call that break-even could be reached by 2024.</p> <p>Profitability is also being challenged by supply shortages of certain materials and components. I will discuss this more in-depth in the next section.</p> <h3>Challenges</h3> <p>Of course, we can’t just focus on the positives, and we have to acknowledge that NIO faces some headwinds moving into 2022.</p> <blockquote><p>For the ET7 product ramp-up, because the ET7 is going to be manufactured in the first factory we called F1 and they're going to share the production line with the current product ES8, ES6 and EC6, at the same time we will also introduce some new manufacturing technologies and techniques in the production of ET7. So that's why, starting from last year, we started to adjust the production lines in the F1 to support the new product production.</p></blockquote> <p>Source: Earnings Call</p> <p>This process already caused production delays last year, and it could cause problems moving forwards due to its complexity.</p> <p>NIO will also have to deal with inflation in some of its inputs. Aluminium and copper are highlighted in the earnings call. This is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the reasons the vehicle margin is projected to be lower. For the time being, NIO does not intend to raise its prices though.</p> <p>Lastly, NIO is also exposed to the ongoing worldwide chip shortage. Each NIO car needs around 1000 chips, and according to William Li “around 10% of the chips may face supply shortages or challenges from time to time.” NIO has a strategic partnership with manufacturers like Qualcomm Incorporated (QCOM) and NVIDIA Corporation (NVDA), but getting chips will still prove challenging in 2022.</p> <h2>Valuation</h2> <p>Using the latest data, we have updated our forecast and target price for NIO, from around $58 per share to around $42 per share. This type of company’s valuation is very sensitive to changes, as we are talking about very long-term expectations of very high growth and the company is valued in terms of where it can be in many years.</p> <p>Using a forecast of revenue, the number of shares, the price to sales ratio and an appropriate discount rate, we have produced a target price based on an average of where we expect the company to be in 5 and 10 years.</p> <p>Our forecasted revenue per share is $11.59 in five years and $20.14 in ten years. This is based on the trends observed so far in total revenues and the number of shares outstanding. You can see a visual representation of our assumptions in the following chart, where values 1 to 4 on the horizontal axis represent years 2018 to 2021. The orange line is the polynomial trend that revenues follow, and the blue line is the linear trend that the number of shares outstanding follows. In each case, you can see the function and the measure of fit (out of 1)</p> <p><figure><picture> <img hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/4/1/saupload_kQF5xJzZgY04cO8pvzTxNf0un0LNVVjMOsXXBFsDG-XSzXInNBouCK_JGuaO85hM4s22SIrn2XPb4JK8VpXyzLmxG--8yL38dKF_pmzDnsTVVLMEa_tMp1I70GX38S8kImB-76GW.png\" vspace=\"6\"/> </picture><figcaption><p>NIO Revenues and Shares <span>(Author's work)</span></p></figcaption></figure></p> <p>Source: Author’s work</p> <p>Once you apply the functions, the specific forecasted figures are $41bn revenue for 3.5 million shares in 2026 and $110bn revenue for 5.5 million shares in 2031. This represents a revenue CAGR of 34% over the next 10 years, with a growth rate of 74% in 2022 falling progressively to 18% in 2031. To give you an idea of where we are compared to consensus estimates, our revenue forecast of $10.08bn in 2022 is 4% higher than estimates and our 2023% forecast of $15.8bn is 2% higher.</p> <p>The next step is to decide the price to sales ratio we apply. We have applied a PS ratio of 6. This is almost the same as the current one, which is 6.07 if we take 2021 sales. We have taken into account how companies in the sector are valued depending on their growth rates.</p> <p>Using the PS ratio and revenue per share forecast, we can try to predict the share price in 5 and 10 years. All we need to do after that is apply an appropriate discount rate so that we can decide how much it should be worth today. In this case, we are using a discount rate of 10.69%. The elements we consider when choosing a discount rate are the forecasted level of debt, forecasted growth, and the measure of fit, and we have a particular function that we have developed over time.</p> <p>NIO’s declared net debt at the end of 2021 was a negative 90% of revenue, and this is set to increase by our forecasting method. This pushes the discount rate down, as the risk of bankruptcy is very low, and it eliminates the need for borrowing. On the other hand, the growth required to fulfil this valuation (34% CAGR) is very high, which increases the risk of underperforming and makes the required return higher.</p> <p>The measure of fit (0.66) is an average of the R2 values of the trendlines we use to make the forecast. You can see the examples of revenue and number of shares in the previous chart, but this also includes items related to profitability and the balance sheet. We consider this an indicator of how reliable the forecast is, and we increase the discount rate proportionally when it is below average, which is around 0.70.</p> <p>Taking all these elements into account, our price target comes up to $42.80. You can see a summary of the figures here:</p> <p><figure><picture> <img hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/4/1/saupload_TvVwLRLdzzyYfjpHJSqnz4FedmXGFhaTl6T-VuOnGYUhceAKVmGYMwoeyXeSQ0E94uHL3gD8FBTN-JIHa0G8DLdMhEybtWJYHgI86BqygmC-KiW30zEYD0TCElj8Z4LYvYOQEf69.png\" vspace=\"6\"/> </picture><figcaption><p>NIO Price Forecast <span>(Author's work)</span></p></figcaption></figure></p> <p>Source: Author’s work</p> <p>This forecast is of course purely based on revenue growth. Valuing a young and fast-growing company like NIO has its limitations, and the valuation is more sensitive to small changes. As we have seen this earnings season, growth companies can be very volatile when growth expectations aren’t met, or when the macroeconomic environment changes.</p> <p>In the case of NIO, we are confident in our calculations on revenue and share count, and we are especially encouraged after NIO released record Q1 deliveries. The current environment is also improving, with China signalling that they are willing to cooperate on regulation and the PBOC easing monetary policy.</p> <p>The 5-year forecast shown above is, if anything, conservative, considering that NIO has historically traded at a PS of over 12.</p> <h2>Takeaway</h2> <p>After all, the price target of $42.80 represents a more cautious expectation of growth in the very long term and acknowledges the increased perception of challenges that I discussed above. However, this is still a 100% gain on the current price, so we still strongly believe in the upside for NIO and remain long despite the risks.</p></body></html>","source":"seekingalpha","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>NIO: What's Not To Like</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: 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\">\nNIO: What's Not To Like\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-06 03:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4499903-nio-whats-not-to-like><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>coward_lion/iStock via Getty Images Summary NIO Inc (NYSE:NIO) presented full-year earnings on Thursday the 24th after market close, which prompted a sell-off in post-market trading which extended ...</p>\n\n<a href=\"https://seekingalpha.com/article/4499903-nio-whats-not-to-like\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4531":"中概回港概念","NIO":"蔚来","BK4548":"巴美列捷福持仓","BK4505":"高瓴资本持仓","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4526":"热门中概股","BK4555":"新能源车","BK4504":"桥水持仓","BK4532":"文艺复兴科技持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4509":"腾讯概念","BK4099":"汽车制造商","BK4574":"无人驾驶"},"source_url":"https://seekingalpha.com/article/4499903-nio-whats-not-to-like","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225580023","content_text":"coward_lion/iStock via Getty Images Summary NIO Inc (NYSE:NIO) presented full-year earnings on Thursday the 24th after market close, which prompted a sell-off in post-market trading which extended into Friday. Since then the stock has recovered somewhat, and although investors were disappointed with guidance, institutions and investors are backing the stock, including Cathie Wood, who recently added NIO to her ARK Autonomous Technology & Robotics Pacer Swan SOS Fund of Funds ETF|ETF fund (ARKQ) The company beat revenue estimates but missed on GAAP EPS. The company estimates Q1 deliveries will be around 25-26K, with revenues expected to come in at $1,511-$1,567M. The average analyst consensus before that stood at $1.65M. What was encouraging was the expansion in vehicle margin, and NIO also recently made the first deliveries of the much-awaited ET7. Before we get into how the recent results alter our valuation on NIO, let’s discuss some of the insights from the earnings call.- Takeaway from the Earnings Call In this section, I will review the most relevant points from the earnings call. I have divided this into three sections; Growth, Profitability and Challenges. Growth Despite the disappointing guidance, there are plenty of things to get excited about. Overall, the EV market is growing at a fast rate. The China Passenger Car Association estimated the battery electric vehicle penetration rate from 5.9% in January to 18.6% in December of last year. This rate was even higher in big cities like Shanghai. To grow, NIO has to increase its production capacity, and this was discussed in depth in the earnings call. According to William Li, NIO has almost completed the construction of its F2 manufacturing facility in the NeoPark. With both factories up and running, production should come in at 240,000 units per year. NIO will need this extra capacity to accommodate international demand and demand for the ET7. According to NIO, the ES8 has ranked second in sales in the category of 6 and 7 passenger vehicles. Li refused to give exact numbers for the ET7 but did state that pre-orders were much higher than the 5000 stated in a recent media report, so that is encouraging. Lastly, NIO continues to expand its presence worldwide, with a confirmed 46 NIO houses and 341 NIO spaces in 155 cities all over the world. All in all, while NIO’s CEO did acknowledge that European demand would be slow to pick up, NIO is laying the foundation for future growth, and its newest models will keep demand up in the near term. Profitability While NIO pursues growth, profitability is taking the backseat. In the last quarter, NIO accomplished a 20.9% vehicle margin, but this is expected to come down. The target for 2022 is 18-20%. Also, NIO has significant R&D and SG&A expenses, and it is still spending cash on expanding its infrastructure and service offering, which hurts profitability. For now, the main objective is to have gross profit cover the SG&A costs. However, it was stated in the earnings call that break-even could be reached by 2024. Profitability is also being challenged by supply shortages of certain materials and components. I will discuss this more in-depth in the next section. Challenges Of course, we can’t just focus on the positives, and we have to acknowledge that NIO faces some headwinds moving into 2022. For the ET7 product ramp-up, because the ET7 is going to be manufactured in the first factory we called F1 and they're going to share the production line with the current product ES8, ES6 and EC6, at the same time we will also introduce some new manufacturing technologies and techniques in the production of ET7. So that's why, starting from last year, we started to adjust the production lines in the F1 to support the new product production. Source: Earnings Call This process already caused production delays last year, and it could cause problems moving forwards due to its complexity. NIO will also have to deal with inflation in some of its inputs. Aluminium and copper are highlighted in the earnings call. This is one of the reasons the vehicle margin is projected to be lower. For the time being, NIO does not intend to raise its prices though. Lastly, NIO is also exposed to the ongoing worldwide chip shortage. Each NIO car needs around 1000 chips, and according to William Li “around 10% of the chips may face supply shortages or challenges from time to time.” NIO has a strategic partnership with manufacturers like Qualcomm Incorporated (QCOM) and NVIDIA Corporation (NVDA), but getting chips will still prove challenging in 2022. Valuation Using the latest data, we have updated our forecast and target price for NIO, from around $58 per share to around $42 per share. This type of company’s valuation is very sensitive to changes, as we are talking about very long-term expectations of very high growth and the company is valued in terms of where it can be in many years. Using a forecast of revenue, the number of shares, the price to sales ratio and an appropriate discount rate, we have produced a target price based on an average of where we expect the company to be in 5 and 10 years. Our forecasted revenue per share is $11.59 in five years and $20.14 in ten years. This is based on the trends observed so far in total revenues and the number of shares outstanding. You can see a visual representation of our assumptions in the following chart, where values 1 to 4 on the horizontal axis represent years 2018 to 2021. The orange line is the polynomial trend that revenues follow, and the blue line is the linear trend that the number of shares outstanding follows. In each case, you can see the function and the measure of fit (out of 1)   NIO Revenues and Shares (Author's work) Source: Author’s work Once you apply the functions, the specific forecasted figures are $41bn revenue for 3.5 million shares in 2026 and $110bn revenue for 5.5 million shares in 2031. This represents a revenue CAGR of 34% over the next 10 years, with a growth rate of 74% in 2022 falling progressively to 18% in 2031. To give you an idea of where we are compared to consensus estimates, our revenue forecast of $10.08bn in 2022 is 4% higher than estimates and our 2023% forecast of $15.8bn is 2% higher. The next step is to decide the price to sales ratio we apply. We have applied a PS ratio of 6. This is almost the same as the current one, which is 6.07 if we take 2021 sales. We have taken into account how companies in the sector are valued depending on their growth rates. Using the PS ratio and revenue per share forecast, we can try to predict the share price in 5 and 10 years. All we need to do after that is apply an appropriate discount rate so that we can decide how much it should be worth today. In this case, we are using a discount rate of 10.69%. The elements we consider when choosing a discount rate are the forecasted level of debt, forecasted growth, and the measure of fit, and we have a particular function that we have developed over time. NIO’s declared net debt at the end of 2021 was a negative 90% of revenue, and this is set to increase by our forecasting method. This pushes the discount rate down, as the risk of bankruptcy is very low, and it eliminates the need for borrowing. On the other hand, the growth required to fulfil this valuation (34% CAGR) is very high, which increases the risk of underperforming and makes the required return higher. The measure of fit (0.66) is an average of the R2 values of the trendlines we use to make the forecast. You can see the examples of revenue and number of shares in the previous chart, but this also includes items related to profitability and the balance sheet. We consider this an indicator of how reliable the forecast is, and we increase the discount rate proportionally when it is below average, which is around 0.70. Taking all these elements into account, our price target comes up to $42.80. You can see a summary of the figures here:   NIO Price Forecast (Author's work) Source: Author’s work This forecast is of course purely based on revenue growth. Valuing a young and fast-growing company like NIO has its limitations, and the valuation is more sensitive to small changes. As we have seen this earnings season, growth companies can be very volatile when growth expectations aren’t met, or when the macroeconomic environment changes. In the case of NIO, we are confident in our calculations on revenue and share count, and we are especially encouraged after NIO released record Q1 deliveries. The current environment is also improving, with China signalling that they are willing to cooperate on regulation and the PBOC easing monetary policy. The 5-year forecast shown above is, if anything, conservative, considering that NIO has historically traded at a PS of over 12. Takeaway After all, the price target of $42.80 represents a more cautious expectation of growth in the very long term and acknowledges the increased perception of challenges that I discussed above. However, this is still a 100% gain on the current price, so we still strongly believe in the upside for NIO and remain long despite the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610720653,"gmtCreate":1648789811312,"gmtModify":1648789811312,"author":{"id":"3494543829150819","authorId":"3494543829150819","name":"村东头铁蛋","avatar":"https://static.tigerbbs.com/b1889c307c654470b215066d1dcef9d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494543829150819","authorIdStr":"3494543829150819"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610720653","repostId":"1175275135","repostType":2,"repost":{"id":"1175275135","pubTimestamp":1648780590,"share":"https://www.laohu8.com/m/news/1175275135?lang=&edition=full","pubTime":"2022-04-01 10:36","market":"us","language":"en","title":"Is NIO Stock a Buy? What the Bulls and Bears Are Saying","url":"https://stock-news.laohu8.com/highlight/detail?id=1175275135","media":"InvestorPlace","summary":"Today's dip may be a good time to buy NIO sharesNio  stock is sliding lower on Thursday after rallyi","content":"<html><head></head><body><blockquote>Today&#39;s dip may be a good time to buy NIO shares</blockquote><p><a href=\"https://laohu8.com/S/NIO\">Nio </a> stock is sliding lower on Thursday after rallying earlier this week and that has some investors wondering if the stock is a buy.</p><p>If you listen to analysts, then Nio stock is a buy! Of the 14 analysts that cover the shares, 13 hold a “buy” rating for NIO while only a single analyst has a “hold” rating. Also, the consensus price target is sitting at $50.28, as compared to its $22.17 closing price yesterday.</p><p>While that’s great news for investors in NIO stock, you might be looking for more in-depth insight into the electric vehicle (EV) company. That’s where our own group of experts comes into play!</p><p><b>Is NIO Stock a Buy?: The Bull Take</b></p><blockquote>“Nio represents a value buy for long-term focused investors. All pointers are toward an extended period of outperformance in terms of revenue and profitability.” — Shanthi Rexaline</blockquote><blockquote>“Long-term, NIO could be a substantial winner. At the moment, I’d use weakness as a buy opportunity.” — Ian Cooper</blockquote><blockquote>“In all probability, the worst seems to be over for NIO stock. It has already surged from recent lows. I believe the positive momentum is likely to sustain, as Nio reported healthy deliveries and improvement in its vehicle margin.” — Faisal Humayun</blockquote><p><b>Is NIO Stock a Buy?: The Bear Take</b></p><blockquote>“I would be cautious about NIO stock. Yes, the discount is tempting — I will grant anyone that. However, I also believe there’s wisdom in keeping the powder keg dry.” — Josh Enomoto</blockquote><blockquote>“So, what’s the verdict with this EV play? You may want to tread carefully with Nio stock after its run-up in price. Many factors could send it lower again.” — Thomas Niel</blockquote><p>NIO stock is down 5% on Thursday and is down 37% since the start of the year.</p><p><img src=\"https://static.tigerbbs.com/c2c422483d3553380e6b26bac1a06bb1\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p></p></body></html>","source":"lsy1606302653667","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>Is NIO Stock a Buy? What the Bulls and Bears Are Saying</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: 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\">\nIs NIO Stock a Buy? What the Bulls and Bears Are Saying\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-01 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/is-nio-stock-a-buy-what-the-bulls-and-bears-are-saying/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Today's dip may be a good time to buy NIO sharesNio  stock is sliding lower on Thursday after rallying earlier this week and that has some investors wondering if the stock is a buy.If you listen to ...</p>\n\n<a href=\"https://investorplace.com/2022/03/is-nio-stock-a-buy-what-the-bulls-and-bears-are-saying/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2022/03/is-nio-stock-a-buy-what-the-bulls-and-bears-are-saying/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175275135","content_text":"Today's dip may be a good time to buy NIO sharesNio  stock is sliding lower on Thursday after rallying earlier this week and that has some investors wondering if the stock is a buy.If you listen to analysts, then Nio stock is a buy! Of the 14 analysts that cover the shares, 13 hold a “buy” rating for NIO while only a single analyst has a “hold” rating. Also, the consensus price target is sitting at $50.28, as compared to its $22.17 closing price yesterday.While that’s great news for investors in NIO stock, you might be looking for more in-depth insight into the electric vehicle (EV) company. That’s where our own group of experts comes into play!Is NIO Stock a Buy?: The Bull Take“Nio represents a value buy for long-term focused investors. All pointers are toward an extended period of outperformance in terms of revenue and profitability.” — Shanthi Rexaline“Long-term, NIO could be a substantial winner. At the moment, I’d use weakness as a buy opportunity.” — Ian Cooper“In all probability, the worst seems to be over for NIO stock. It has already surged from recent lows. I believe the positive momentum is likely to sustain, as Nio reported healthy deliveries and improvement in its vehicle margin.” — Faisal HumayunIs NIO Stock a Buy?: The Bear Take“I would be cautious about NIO stock. Yes, the discount is tempting — I will grant anyone that. However, I also believe there’s wisdom in keeping the powder keg dry.” — Josh Enomoto“So, what’s the verdict with this EV play? You may want to tread carefully with Nio stock after its run-up in price. Many factors could send it lower again.” — Thomas NielNIO stock is down 5% on Thursday and is down 37% since the start of the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610533367,"gmtCreate":1648686416760,"gmtModify":1648686416760,"author":{"id":"3494543829150819","authorId":"3494543829150819","name":"村东头铁蛋","avatar":"https://static.tigerbbs.com/b1889c307c654470b215066d1dcef9d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494543829150819","authorIdStr":"3494543829150819"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610533367","repostId":"2221788880","repostType":2,"repost":{"id":"2221788880","weMediaInfo":{"introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"pubTimestamp":1648117740,"share":"https://www.laohu8.com/m/news/2221788880?lang=&edition=full","pubTime":"2022-03-24 18:29","market":"hk","language":"zh","title":"“神车”也顶不住！刚宣布：大涨价","url":"https://stock-news.laohu8.com/highlight/detail?id=2221788880","media":"中国基金报","summary":"此次价格调整将于3月24日0:00起正式生效。而五菱NanoEV车型也曾在二月初时宣布涨价，调整后的价格区间为5.28万-6.28万元，涨价幅度为3000元。受此影响，近期新能源车企纷纷加入涨价潮，比亚迪、特斯拉、小鹏汽车、理想汽车、威马汽车、零跑汽车、哪吒汽车等都宣布涨价。此外，不仅新能源车，电动车、手机也受到了电池原材料涨价的影响。","content":"<div>\n<p>中国基金报记者 忆山继比亚迪、特斯拉、小鹏汽车、理想汽车等新能源车企近期纷纷涨价后，五菱汽车近日也官宣上调旗下多个系列车型价格，其中就包括被称为“神车”的五菱宏光MINIEV系列，其在2021年全年销量426452台，一举问鼎新能源年度销冠。值得注意的是，不久前五菱汽车刚对旗下部分车型上调了价格。上调幅度4000元-8000元3月23日晚间，五菱汽车官方在微博宣布《关于新能源车型价格调整的说明》。...</p>\n\n<a href=\"http://www.jintiankansha.me/t/crGHqow4ss\">Web Link</a>\n\n</div>\n","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\" 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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“神车”也顶不住！刚宣布：大涨价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-24 18:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.jintiankansha.me/t/crGHqow4ss><strong>中国基金报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国基金报记者 忆山继比亚迪、特斯拉、小鹏汽车、理想汽车等新能源车企近期纷纷涨价后，五菱汽车近日也官宣上调旗下多个系列车型价格，其中就包括被称为“神车”的五菱宏光MINIEV系列，其在2021年全年销量426452台，一举问鼎新能源年度销冠。值得注意的是，不久前五菱汽车刚对旗下部分车型上调了价格。上调幅度4000元-8000元3月23日晚间，五菱汽车官方在微博宣布《关于新能源车型价格调整的说明》。...</p>\n\n<a href=\"http://www.jintiankansha.me/t/crGHqow4ss\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","LI":"理想汽车","BK1509":"特斯拉概念股","NIU":"小牛电动","BK4513":"直播概念","DIS":"迪士尼","BK1582":"深圳本地概念股","BK1149":"通信设备","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK1607":"新IT概念","BK4108":"电影和娱乐","BK1515":"抗疫概念","BK1594":"碳中和概念股","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","09868":"小鹏汽车-W","BK1540":"电池","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK1539":"汽车股","BK4558":"双十一","BK1588":"回港中概股","BK4524":"宅经济概念","BK4508":"社交媒体","BK4527":"明星科技股","00285":"比亚迪电子","BK4077":"互动媒体与服务","TSLA":"特斯拉","BK1119":"汽车制造商","002594":"比亚迪","BK4526":"热门中概股","BK1504":"苹果概念","BK1587":"次新股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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GAMEBOY系列、五菱宏光MINIEV系列、五菱宏光MINIEV马卡龙系列、五菱NanoEV系列和五菱NanoEV迪士尼疯狂动物城限定款。售价方面，目前，五菱宏光MINIEV2022年度款官方指导价为3.28-4.48万元，五菱宏光MINIEV马卡龙系列2022年度款官方售价为4.38-4.98万元，五菱NanoEV系列官方售价5.68-6.18万元，五菱NanoEV迪士尼疯狂动物成限定款官方售价6.68万元，五菱宏光MINIEV GAMEBOY系列则尚未公布售价。值得注意的是，3月11日，五菱汽车宣布2022款宏光MINIEV正式上市，公布车型起售价在3.48万元至5.06万元之间，全系车型售价已经上调了2000元，不过当时宣布老款的轻松款车型起售价依然为2.88万元。而五菱NanoEV车型也曾在二月初时宣布涨价，调整后的价格区间为5.28万-6.28万元，涨价幅度为3000元。据悉，宏光MINIEV作为上汽通用五菱的热门车型，2.88万元的起售价，也使得其在2020年一经推出便迅速受到消费者追捧，随后五菱还推出了宏光MINIEV马卡龙款、夹心款等一系列车型，再次将该款车型捧上市场高位，市场大卖下宏光MINIEV也被誉为电动“神车”。据官方介绍，宏光MINIEV曾获得2021纯电动新能源（国产品牌）保值率排行榜第一、国际CMF设计大奖的“最佳色彩奖”等奖项。此外，据《中国小型新能源汽车低温续航白皮书》显示，宏光MINIEV低温续航里程保持率达67.5%，高于行业59.95%平均值。今年1月，上汽通用五菱宣布，截至到2021年12月31日，宏光MINIEV上市至今整体销量突破55万，其中2021年全年销量426452台，问鼎新能源年度销冠。此外，MINIEV 12月还以55729台的销量创中国新能源单一车型销量纪录，蝉联16个月中国新能源销冠。乘联会数据显示，今年2月五菱宏光MINIEV销量为2.6万辆。新能源车企纷纷涨价对于五菱汽车上调价格，网友们纷纷留言表示理解，毕竟近期原材料上涨太厉害了。五菱汽车也在涨价说明中，提及了上游原材料价格持续大幅上涨，而这个原因同样也出现在此前各大新能源车企的涨价说明里。据悉，原材料方面，以镍、碳酸锂为首的上游成本仍在持续堆高，镍价依然处在偏高位置。电池级碳酸锂出厂价最高已达53万元/吨，市场均价也突破50万元/吨大关。而下游动力电池厂商也因成本上涨开始调价，目前包括宁德时代、国轩高科、孚能科技等厂商均已宣布上调产品价格。受此影响，近期新能源车企纷纷加入涨价潮，比亚迪、特斯拉、小鹏汽车、理想汽车、威马汽车、零跑汽车、哪吒汽车等都宣布涨价。其中，比亚迪全系车型上涨3000-6000元、理想ONE售价上调1.18万元、小鹏汽车补贴前售价上调1.01-2.0万元不等、威马汽车涨价7000-26000元、 哪吒汽车涨价3000-5000元、几何汽车涨价3000-7000元……而特斯拉7天涨价3次更是让网友直呼买车买成了“理财产品”，更有媒体曝出特斯拉涨价催生“倒买倒卖”，单笔订单转让费最高超过了2万元。对此，理想汽车CEO李想曾在3月19日公开表示，目前来看，和电池厂商已经合同确定了二季度电池涨价幅度的品牌，基本上就都立刻宣布了涨价。还没有涨价的，大部分是涨价幅度还没有谈妥的，等待谈妥后也普遍会立刻涨价。二季度电池成本上涨的幅度非常离谱。战争、政治、疫情让买车还能升值，美国二手车价格整体上涨了30%。此外，不仅新能源车，电动车、手机也受到了电池原材料涨价的影响。3月21日，小牛电动发布公告称，受上游锂电等原材料（价格）大幅上涨，小牛电动将于2022年4月1日对全系锂电产品零售指导价进行一次上调，上调金额200-1000元不等，具体以届时发布为准。小米集团中国区总裁、Redmi品牌总经理卢伟冰则发微博称，“最近电池材料确实涨价非常离谱，珍惜超大电量手机吧。”编辑：舰长版权声明《中国基金报》对本平台所刊载的原创内容享有著作权，未经授权禁止转载，否则将追究法律责任。授权转载合作联系人：于先生（电话：0755-82468670）\n\n\n文章原文","news_type":1},"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":332893834,"gmtCreate":1610366757228,"gmtModify":1703743786888,"author":{"id":"3494543829150819","authorId":"3494543829150819","name":"村东头铁蛋","avatar":"https://static.tigerbbs.com/b1889c307c654470b215066d1dcef9d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494543829150819","authorIdStr":"3494543829150819"},"themes":[],"htmlText":"<a 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: 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\">\n因苹果隐私新规受到重创，Snap盘后暴跌21%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-10-22 06:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美东时间10月21日（周四）美股盘后，“阅后即焚”通信应用Snapchat母公司Snap今天发布了2020财年第三季度财报。财报显示，Snap营收及业绩指引均不及市场预期，因广告业务遭<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司隐私新规重创。财报公布后，Snap股价盘后一度暴跌25%，截止目前，Snap股价暴跌21.78%。其竞争对手<a href=\"https://laohu8.com/S/FB\">Facebook</a>和<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>的股价在盘后交易中均下跌近7%，表明投资者可能担心对其财务业绩产生类似影响。<img src=\"https://static.tigerbbs.com/556e46559dff0a5a30db2c04699f4ab9\" tg-width=\"705\" tg-height=\"529\" referrerpolicy=\"no-referrer\">报告显示，Snap第三季度营收为10.67亿美元，与去年同期的6.79亿美元相比增长57%；净亏损为7200万美元，与去年同期的净亏损2亿美元相比收窄64%。<img src=\"https://static.tigerbbs.com/b81155204208499eda91e6dd26f1b2c7\" tg-width=\"1194\" tg-height=\"705\" referrerpolicy=\"no-referrer\"></p>\n<p>该公司表示，三季度全球日活用户数3.06亿，市场预期3.021亿；预计四季度营收11.7亿-12.1亿美元，市场预期13.5亿美元。</p>\n<p>Snap的广告业务因<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司今年早些时候推出的隐私新规而受到重创，该公司首席执行官Evan Spiegel在2月份时曾警告这对四季度财报构成了风险，但他周四表示，iPhone的隐私设置对Snap广告业务的影响超出了预期。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76a57612b729735b3da5ce2617db9cea","relate_stocks":{"SNAP":"Snap Inc"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177146757","content_text":"美东时间10月21日（周四）美股盘后，“阅后即焚”通信应用Snapchat母公司Snap今天发布了2020财年第三季度财报。财报显示，Snap营收及业绩指引均不及市场预期，因广告业务遭苹果公司隐私新规重创。财报公布后，Snap股价盘后一度暴跌25%，截止目前，Snap股价暴跌21.78%。其竞争对手Facebook和Twitter的股价在盘后交易中均下跌近7%，表明投资者可能担心对其财务业绩产生类似影响。报告显示，Snap第三季度营收为10.67亿美元，与去年同期的6.79亿美元相比增长57%；净亏损为7200万美元，与去年同期的净亏损2亿美元相比收窄64%。\n该公司表示，三季度全球日活用户数3.06亿，市场预期3.021亿；预计四季度营收11.7亿-12.1亿美元，市场预期13.5亿美元。\nSnap的广告业务因苹果公司今年早些时候推出的隐私新规而受到重创，该公司首席执行官Evan Spiegel在2月份时曾警告这对四季度财报构成了风险，但他周四表示，iPhone的隐私设置对Snap广告业务的影响超出了预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393946780,"gmtCreate":1606228761740,"gmtModify":1703841872386,"author":{"id":"3494543829150819","authorId":"3494543829150819","name":"村东头铁蛋","avatar":"https://static.tigerbbs.com/b1889c307c654470b215066d1dcef9d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494543829150819","authorIdStr":"3494543829150819"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>小鹏涨的时候不涨，跌的时候可不能连坐啊","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>小鹏涨的时候不涨，跌的时候可不能连坐啊","text":"$蔚来(NIO)$小鹏涨的时候不涨，跌的时候可不能连坐啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393946780","isVote":1,"tweetType":1,"viewCount":992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308207529,"gmtCreate":1603980054961,"gmtModify":1703831516208,"author":{"id":"3494543829150819","authorId":"3494543829150819","name":"村东头铁蛋","avatar":"https://static.tigerbbs.com/b1889c307c654470b215066d1dcef9d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494543829150819","authorIdStr":"3494543829150819"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>30来啦","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>30来啦","text":"$蔚来(NIO)$30来啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/308207529","isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610868624,"gmtCreate":1648551679099,"gmtModify":1648551679099,"author":{"id":"3494543829150819","authorId":"3494543829150819","name":"村东头铁蛋","avatar":"https://static.tigerbbs.com/b1889c307c654470b215066d1dcef9d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494543829150819","authorIdStr":"3494543829150819"},"themes":[],"htmlText":"刨祖坟啊","listText":"刨祖坟啊","text":"刨祖坟啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/610868624","repostId":"1175343540","repostType":2,"repost":{"id":"1175343540","pubTimestamp":1648549758,"share":"https://www.laohu8.com/m/news/1175343540?lang=&edition=full","pubTime":"2022-03-29 18:29","market":"us","language":"zh","title":"市场消息：原小鹏自动驾驶产品总监黄鑫已加入蔚来","url":"https://stock-news.laohu8.com/highlight/detail?id=1175343540","media":"新浪科技","summary":"3月29日下午消息，新浪科技从多位知情人士处独家获悉，原小鹏汽车自动驾驶产品总监黄鑫已经加入蔚来，任职副总裁，直接向蔚来创始人、董事长兼CEO李斌汇报。截止发稿，蔚来暂无回应。","content":"<html><head></head><body><p>3月29日下午消息，<a href=\"https://laohu8.com/S/SINA\">新浪</a>科技从多位知情人士处独家获悉，原<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>自动驾驶产品总监黄鑫已经加入<a href=\"https://laohu8.com/S/NIO\">蔚来</a>，任职副总裁，直接向蔚来创始人、董事长兼CEO李斌汇报。截止发稿，蔚来暂无回应。</p><p></p></body></html>","source":"lsy1635144614083","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>市场消息：原小鹏自动驾驶产品总监黄鑫已加入蔚来 </title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"BK4509":"腾讯概念","BK1588":"回港中概股","NIO":"蔚来","09866":"蔚来-SW","09868":"小鹏汽车-W","BK1119":"汽车制造商","BK4526":"热门中概股","BK1587":"次新股","XPEV":"小鹏汽车","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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