一只小雪球的个人主页 - 老虎社区

一只小雪球

一只小雪球

只有财运爆炸的人才能看到我的个人简介喔😬

IP属地：广东

24关注

19粉丝

1主题

0勋章

一只小雪球

08-01

呵呵...... 余承东一样的人

雷军：7月，小米汽车交付量超过30000台

一只小雪球

07-30

Replying to @守得云开:小伙子，你不适合做投资啊，巴菲特是靠一天就赚到那么多钱的吗？炒短线是没有好下场的//@守得云开:13厘米闪崩，资本告诉我，i8，它阵亡了！你啥也不是，说了不算！//@一只小雪球:下周开始，精力全部放回L9,L8,L7,L6后，加上i8,理想很快重回第一

一只小雪球

07-08

什么情况？怎么越掉越多？？？

一只小雪球

05-28

Replying to @Liangchen:问界，尊界，享界…. 为什么不行？为什么所有的加起来都比不过别人一个搞增程的理想，想过是为什么吗？//@Liangchen:有什么好奇怪的老美十多个科技企业对标一个Huawei,怎么不说？//@一只小雪球:拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！

一只小雪球

05-28

Replying to @Liangchen:老美那十多个科技企业都是造手机的吗？//@Liangchen:有什么好奇怪的老美十多个科技企业对标一个Huawei,怎么不说？//@一只小雪球:拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！

一只小雪球

05-27

拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！

一只小雪球

03-20

$老虎证券(TIGR)$ 股东套现离场？

一只小雪球

03-04

很多逻辑上的错误，可能是ai生成。只是在不足之处说对了一点点

跌出前排、内部遇瓶颈，理想汽车被挤到了墙角？

一只小雪球

2024-08-13

这篇文章不错，转发给大家看看

@新能源Bot:【新能源周榜】2024年第32周新势力车企销量（8.5-8.11）

一只小雪球

2023-12-29

老虎有活动，快快来参与

一只小雪球

2022-12-23

指针调快了以很难进球了

一只小雪球

2022-12-22

获客方面国外数量猛增，未来现金流会越来越多

一只小雪球

2022-12-20

越来越多小伙伴参加老虎足球季活动

一只小雪球

2022-12-17

小虎足球活动肯定能增长不少入金客户

一只小雪球

2022-12-16

超过富途，努力成为美港股桥梁

一只小雪球

2022-12-15

积极参与老虎的活动

一只小雪球

2022-12-14

老虎老虎，超过富途

一只小雪球

2022-12-14

老虎老虎，超过富途

一只小雪球

2022-12-13

加油吧，老虎

去老虎APP查看更多动态

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href=\"https://laohu8.com/U/3568286636444403\">@守得云开</a>:小伙子，你不适合做投资啊，巴菲特是靠一天就赚到那么多钱的吗？炒短线是没有好下场的//<a href=\"https://laohu8.com/U/3568286636444403\">@守得云开</a>:13厘米闪崩，资本告诉我，i8，它阵亡了！你啥也不是，说了不算！//<a href=\"https://laohu8.com/U/3547255265048867\">@一只小雪球</a>:下周开始，精力全部放回L9,L8,L7,L6后，加上i8,理想很快重回第一","text":"Replying to 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to <a href=\"https://laohu8.com/U/4088807103350190\">@Liangchen</a>:问界，尊界，享界…. 为什么不行？为什么所有的加起来都比不过别人一个搞增程的理想，想过是为什么吗？//<a href=\"https://laohu8.com/U/4088807103350190\">@Liangchen</a>:有什么好奇怪的 老美十多个科技企业 对标一个Huawei,怎么不说？//<a href=\"https://laohu8.com/U/3547255265048867\">@一只小雪球</a>:拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","listText":"Replying to <a href=\"https://laohu8.com/U/4088807103350190\">@Liangchen</a>:问界，尊界，享界…. 为什么不行？为什么所有的加起来都比不过别人一个搞增程的理想，想过是为什么吗？//<a href=\"https://laohu8.com/U/4088807103350190\">@Liangchen</a>:有什么好奇怪的 老美十多个科技企业 对标一个Huawei,怎么不说？//<a href=\"https://laohu8.com/U/3547255265048867\">@一只小雪球</a>:拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","text":"Replying to @Liangchen:问界，尊界，享界…. 为什么不行？为什么所有的加起来都比不过别人一个搞增程的理想，想过是为什么吗？//@Liangchen:有什么好奇怪的 老美十多个科技企业 对标一个Huawei,怎么不说？//@一只小雪球:拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439930986569744","isVote":1,"tweetType":1,"viewCount":1205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439929743995744,"gmtCreate":1748443408808,"gmtModify":1748443411820,"author":{"id":"3547255265048867","authorId":"3547255265048867","name":"一只小雪球","avatar":"https://static.tigerbbs.com/843fdce803db084a326314ea41391de4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547255265048867","authorIdStr":"3547255265048867"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/4088807103350190\">@Liangchen</a>:老美那十多个科技企业都是造手机的吗？//<a href=\"https://laohu8.com/U/4088807103350190\">@Liangchen</a>:有什么好奇怪的 老美十多个科技企业 对标一个Huawei,怎么不说？//<a href=\"https://laohu8.com/U/3547255265048867\">@一只小雪球</a>:拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","listText":"Replying to <a href=\"https://laohu8.com/U/4088807103350190\">@Liangchen</a>:老美那十多个科技企业都是造手机的吗？//<a href=\"https://laohu8.com/U/4088807103350190\">@Liangchen</a>:有什么好奇怪的 老美十多个科技企业 对标一个Huawei,怎么不说？//<a href=\"https://laohu8.com/U/3547255265048867\">@一只小雪球</a>:拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","text":"Replying to @Liangchen:老美那十多个科技企业都是造手机的吗？//@Liangchen:有什么好奇怪的 老美十多个科技企业 对标一个Huawei,怎么不说？//@一只小雪球:拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439929743995744","isVote":1,"tweetType":1,"viewCount":1476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439564169335048,"gmtCreate":1748343572725,"gmtModify":1748343574935,"author":{"id":"3547255265048867","authorId":"3547255265048867","name":"一只小雪球","avatar":"https://static.tigerbbs.com/843fdce803db084a326314ea41391de4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547255265048867","authorIdStr":"3547255265048867"},"themes":[],"htmlText":"拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","listText":"拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","text":"拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439564169335048","isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415396748878296,"gmtCreate":1742435050616,"gmtModify":1742435052125,"author":{"id":"3547255265048867","authorId":"3547255265048867","name":"一只小雪球","avatar":"https://static.tigerbbs.com/843fdce803db084a326314ea41391de4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547255265048867","authorIdStr":"3547255265048867"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 股东套现离场？","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 股东套现离场？","text":"$老虎证券(TIGR)$ 股东套现离场？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":12,"repostSize":1,"link":"https://laohu8.com/post/415396748878296","isVote":1,"tweetType":1,"viewCount":8044,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573690740323982","authorId":"3573690740323982","name":"qq1014","avatar":"https://static.tigerbbs.com/8c24644abe9b05dce1f7c8de2e54f646","crmLevel":3,"crmLevelSwitch":0,"idStr":"3573690740323982","authorIdStr":"3573690740323982"},"content":"昨天晚上就是他减持打压下来的？不然就到11～12了","text":"昨天晚上就是他减持打压下来的？不然就到11～12了","html":"昨天晚上就是他减持打压下来的？不然就到11～12了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409861450142128,"gmtCreate":1741073826449,"gmtModify":1741073827754,"author":{"id":"3547255265048867","authorId":"3547255265048867","name":"一只小雪球","avatar":"https://static.tigerbbs.com/843fdce803db084a326314ea41391de4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547255265048867","authorIdStr":"3547255265048867"},"themes":[],"htmlText":"很多逻辑上的错误，可能是ai生成。只是在不足之处说对了一点点","listText":"很多逻辑上的错误，可能是ai生成。只是在不足之处说对了一点点","text":"很多逻辑上的错误，可能是ai生成。只是在不足之处说对了一点点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409861450142128","repostId":"2516905296","repostType":2,"repost":{"id":"2516905296","kind":"news","pubTimestamp":1741054748,"share":"https://www.laohu8.com/m/news/2516905296?lang=&edition=full","pubTime":"2025-03-04 10:19","market":"hk","language":"zh","title":"跌出前排、内部遇瓶颈，理想汽车被挤到了墙角？","url":"https://stock-news.laohu8.com/highlight/detail?id=2516905296","media":"蓝鲸财经","summary":"可谁曾想，刚进入2025年，理想汽车就给大伙儿上演了一出“跳水”好戏——第2周销量仅有0.76万辆。瞧瞧这数字，比去年12月动辄1.4万辆的销量，可是“缩水”了不少。这一跌不要紧，却让不少人直呼“没想到”。作为国内新能源汽车市场的一匹黑马，理想汽车可是在国内长期霸榜的实力派。去年12月之前，理想汽车一度实现了连续35周蝉联新势力品牌销量冠军，周销量破万辆更是家常便饭。","content":"<html><body><blockquote>\n<p>文｜蛇眼财经v</p>\n</blockquote>\n<p>近年来新能源汽车市场真是热闹非凡，各路“神仙”更是打得火热。可谁曾想，刚进入2025年，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>就给大伙儿上演了一出“跳水”好戏——第2周销量仅有0.76万辆。瞧瞧这数字，比去年12月动辄1.4万辆的销量，可是“缩水”了不少。这一跌不要紧，却让不少人直呼“没想到”。</p>\n<p>作为国内新能源汽车市场的一匹黑马，理想汽车可是在国内长期霸榜的实力派。去年12月之前，理想汽车一度实现了连续35周蝉联新势力品牌销量冠军，周销量破万辆更是家常便饭。但刚进入2025年，理想汽车的销量表现就一路急转直下，甚至出现了“断崖式”下跌。</p>\n<p><strong>“增长失速”理想遭遇滑铁卢</strong></p>\n<p>从周销量1.4万辆到周销量0.76万辆，理想汽车从去年12月份的巅峰，转瞬就跌下了神坛，让一众行业内外人士摸不着头脑。那么，一向要强的理想汽车到底遭遇了什么？</p>\n<p>其一，是产品矩阵失衡，过度依赖增程式技术路线，导致后续增长乏力。理想汽车过度依赖增程式技术路线，2024年推出的纯电车型L7E未能快速打开市场，导致销量增长乏力。数据显示，2024年理想L系列（L9/L8/L7/L6）中，仅L6因价格下探至30万元内实现销量爆发，其余车型销量同比下滑24%-34%。</p>\n<p>更严峻的是，首款纯电MPV MEGA全年销量不足5000辆，仅贡献3%的销量，与理想“50万辆年销目标”相去甚远。这种“增程依赖症”暴露出理想在纯电转型中的战略摇摆——既想维持增程车型利润，又试图抢占纯电市场，最终陷入“左右互搏”的泥潭。</p>\n<p>其二，在品牌认知层面，消费者始终将其视为“家庭增程车”品牌，难以突破高端纯电市场的竞争壁垒。尽管理想试图通过MEGA重塑高端形象，但55万元的定价、前卫的“子弹头”造型引发舆论争议，被讽为“脱离实际审美的工业设计”。相比之下，<a href=\"https://laohu8.com/S/ZK\">极氪</a>009以50万元内定价和实用配置实现月销3500辆，印证了“价格阈值”的重要性。更致命的是，理想在智能化领域的滞后——座舱芯片依赖<a href=\"https://laohu8.com/S/QCOM\">高通</a>8155、智驾算法未实现全场景覆盖，与华为ADS 2.0、小鹏XNGP的差距愈发明显。</p>\n<p>其三，随着行业对纯电技术的倾斜，理想汽车的增程式技术逐渐失去“差异化”优势。2024年，<a href=\"https://laohu8.com/S/300750\">宁德时代</a>推出续航超1000公里的麒麟电池，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>通过垂直整合实现成本控制，而理想仍在为5C超充技术的落地焦虑——其自建超充桩数量仅为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的1/10，导致纯电车型用户补能体验受限。政策层面，多地取消对增程式车型的购置税减免，进一步削弱其市场竞争力。</p>\n<p>面对此种情况，理想汽车也并非无动于衷，而是在纯电车型方面进一步发力。比如，2024年底理想汽车发布第二款纯电车型L6E，售价进一步下探至20万元以下，试图通过性价比来抢占市场。然而，这一策略被业内质疑为“以价换量”，可能进一步压缩利润空间。</p>\n<p><strong>三重夹击下的生存挑战</strong></p>\n<p>当然，除了内部因素之外，理想汽车销量的下滑，也与日益白热化的外部市场竞争脱不开关心。</p>\n<p>首先，随着众多车企入局中高端市场，理想汽车正面临从“蓝海”到“红海”的生存挤压。</p>\n<p>2024年，新能源汽车市场进入残酷的淘汰赛阶段，理想汽车遭遇来自传统车企、新势力及国际品牌的“三重围剿”。比亚迪、吉利等传统巨头加速电动化转型，推出比亚迪DM-i、吉利银河L7等混动车型，以更低价格抢占市场；问界、极氪等新势力则凭借华为智选模式和个性化设计分流用户，其中问界M7连续多月销量超越理想L系列，直接冲击其核心市场。国际品牌亦持续施压，特斯拉Model Y降价、宝马iX3国产化等动作，进一步挤压中高端市场空间。</p>\n<p>其次，在技术路线层面，理想汽车赖以发展壮大的增程式“护城河”正在失守。理想汽车曾以“无里程焦虑”为卖点的增程式技术，正面临行业与政策的双重质疑。多地取消新能源车购置税减免政策，对增程式车型的“非纯电”身份隐性限制，削弱其政策优势。</p>\n<p>同时，年轻消费者更倾向纯电驱动的智能化体验，而增程式车型因燃油机+电机的双系统设计导致维护成本高、技术复杂度大，逐渐失去吸引力。理想MEGA的失败，更暴露了增程式路线在高端市场的局限性——售价55万元的MPV因“殡仪车”争议单月销量仅数百辆，迫使公司紧急调整战略。</p>\n<p>最后，在品牌与组织架构层面，理想汽车陷入了“品牌定位模糊”与“组织效率低下”的双重困境。一方面，理想汽车试图同时维持“家庭用户”标签与切入高端纯电市场，导致传播策略混乱。例如，L7E的“性价比”营销与此前塑造的中高端形象冲突，而MEGA的激进定价（55.98万元起）进一步加剧品牌认知割裂。</p>\n<p>另一方面，内部因技术路线分歧引发的管理动荡频发，研发资源分散至增程式与纯电双线，导致新品迭代速度落后于竞争对手。2024年理想L6虽以24.98万元低价上市，但与L7的价差引发内部资源争夺，暴露了组织架构的僵化。</p>\n<p><strong>行业黑马遭遇“掉队”危机？</strong></p>\n<p>其实仔细看下来，理想汽车从行业黑马到迅速“掉队”，其实际面临的压力是越来越明显了。</p>\n<p>从财报来看，受行业冲击影响，理想汽车面临的财务压力已经显现。2024年，理想汽车正面临前所未有的财务压力。第三季度财报显示，其毛利率骤降至18.3%，同比减少3个百分点，主要源于纯电车型L7E研发投入高企但销量未达预期。</p>\n<p>更严峻的是，公司计划2025年投入超50亿元研发费用，但2024年自由现金流仅60亿元，资金链断裂风险凸显。这种“增收不增利”的困境在第四季度进一步加剧：受行业价格战影响，理想被迫对全系车型降价3万元，导致单车均价环比下滑至26万元，毛利率承压加剧。</p>\n<p>与此同时，理想汽车的投资收益波动剧烈，2024年上半年利润的85%依赖理财收益，而第三季度该部分亏损2197万元，加剧了市场对其盈利能力的质疑。</p>\n<p>从技术层面来看，理想汽车在核心技术创新领域面临的冲击，正在持续出现。相比比亚迪刀片电池、特斯拉FSD系统等颠覆性创新，其技术突破多集中于空间设计等实用层面，缺乏底层技术壁垒。更关键的是，座舱芯片、自动驾驶算法等核心领域仍依赖高通、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等外部供应商，与华为ADS 2.0、小鹏XNGP等自研方案差距显著。</p>\n<p>这种“拿来主义”策略在智能化竞赛中愈发被动，2024年第三季度研发费用同比减少9.2%，进一步延缓了技术迭代速度。另外，在线下渠道层面，理想过去偏重一二线城市，导致其在下沉市场覆盖不足，这将对理想汽车的纯电用户补能造成现实困扰。</p>\n<p>总的来看，倘若理想汽车不能及时调整线路，加大原创技术投入，以及新产品矩阵构建的话，接下来行业的淘汰赛也终将对其造成重大影响。</p>\n<p><strong>多面出击，理想汽车的生死时速</strong></p>\n<p>2025年，新能源汽车赛道进入淘汰赛加速期，理想汽车正站在“增程舒适区”与“纯电生死线”的十字路口。面对特斯拉降价、华为智驾围剿、小米等新势力入局的三重压力，这家曾以“家庭首选”标签领跑的新势力车企，亟需通过技术路线重构、品牌叙事革新与生态壁垒构建，完成从“爆款制造者”到“智能出行领导者”的跨越。</p>\n<p>首先，是明确技术路线，聚焦核心产品。短期内可保留增程车型满足存量用户需求，但需将资源全力投入纯电技术研发，避免“左右互搏”。在打造爆款纯电车型方面，借鉴特斯拉Model 3的策略，通过规模化生产和成本控制降低售价，同时强化智能化卖点（如全场景辅助驾驶）。</p>\n<p>其次. 重构品牌叙事，抢占高端心智。可在实际运作过程中，逐渐剥离“家庭车”标签，逐渐过渡到更加广泛的人群。通过赞助科技峰会、与顶尖高校合作研发等方式，塑造“高端智能出行”品牌形象；通过精准营销破圈，针对年轻用户推出限量版车型，联合社交媒体打造“网红打卡”效应，扩大品牌影响力。</p>\n<p>最后. 构建生态壁垒，降低转型风险。比如，通过自建超充网络：参考<a href=\"https://laohu8.com/S/NIO\">蔚来</a>NIO Power的模式，快速布局城市快充站，解决用户里程焦虑；另外，通过绑定产业链伙伴：如与宁德时代、<a href=\"https://laohu8.com/S/0KED.UK\">英飞凌</a>等企业成立合资公司，保障电池供应和技术迭代能力。</p>\n<p>与此同时，通过关停或外包部分非核心产能，集中资源保障主力车型产能。在智能驾驶层面，</p>\n<p>通过软件订阅（如ADAS服务）、充电服务分成等方式提升收入占比，减少对硬件销量的依赖。</p>\n<p>站在2025年的十字路口，理想汽车面临的不仅是短期销量下滑的压力，更是技术路线、品牌定位和商业模式的系统性挑战。若不能果断放弃增程式的舒适区，加速纯电化转型并构建差异化竞争优势，其“中国家庭用车第一品牌”的愿景将很容易落空。</p>\n</body></html>","source":"lanjinger_stock","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>跌出前排、内部遇瓶颈，理想汽车被挤到了墙角？</title>\n<style 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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跌出前排、内部遇瓶颈，理想汽车被挤到了墙角？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-04 10:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/252101><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文｜蛇眼财经v\n\n近年来新能源汽车市场真是热闹非凡，各路“神仙”更是打得火热。可谁曾想，刚进入2025年，理想汽车就给大伙儿上演了一出“跳水”好戏——第2周销量仅有0.76万辆。瞧瞧这数字，比去年12月动辄1.4万辆的销量，可是“缩水”了不少。这一跌不要紧，却让不少人直呼“没想到”。\n作为国内新能源汽车市场的一匹黑马，理想汽车可是在国内长期霸榜的实力派。去年12月之前，理想汽车一度实现了连续35周...</p>\n\n<a href=\"https://www.lanjinger.com/d/252101\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1539":"汽车股","LU1720050803.USD":"安联全方位中国股票基金","BK4503":"景林资产持仓","LI":"理想汽车","BK4588":"碎股","BK1119":"汽车制造商","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4548":"巴美列捷福持仓","02015":"理想汽车-W","BK4551":"寇图资本持仓","BK1588":"回港中概股","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","BK1575":"同股不同权","BK4099":"汽车制造商","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK1587":"次新股","BK4563":"昨日强势股","BK4555":"新能源车"},"source_url":"https://www.lanjinger.com/d/252101","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2516905296","content_text":"文｜蛇眼财经v\n\n近年来新能源汽车市场真是热闹非凡，各路“神仙”更是打得火热。可谁曾想，刚进入2025年，理想汽车就给大伙儿上演了一出“跳水”好戏——第2周销量仅有0.76万辆。瞧瞧这数字，比去年12月动辄1.4万辆的销量，可是“缩水”了不少。这一跌不要紧，却让不少人直呼“没想到”。\n作为国内新能源汽车市场的一匹黑马，理想汽车可是在国内长期霸榜的实力派。去年12月之前，理想汽车一度实现了连续35周蝉联新势力品牌销量冠军，周销量破万辆更是家常便饭。但刚进入2025年，理想汽车的销量表现就一路急转直下，甚至出现了“断崖式”下跌。\n“增长失速”理想遭遇滑铁卢\n从周销量1.4万辆到周销量0.76万辆，理想汽车从去年12月份的巅峰，转瞬就跌下了神坛，让一众行业内外人士摸不着头脑。那么，一向要强的理想汽车到底遭遇了什么？\n其一，是产品矩阵失衡，过度依赖增程式技术路线，导致后续增长乏力。理想汽车过度依赖增程式技术路线，2024年推出的纯电车型L7E未能快速打开市场，导致销量增长乏力。数据显示，2024年理想L系列（L9/L8/L7/L6）中，仅L6因价格下探至30万元内实现销量爆发，其余车型销量同比下滑24%-34%。\n更严峻的是，首款纯电MPV MEGA全年销量不足5000辆，仅贡献3%的销量，与理想“50万辆年销目标”相去甚远。这种“增程依赖症”暴露出理想在纯电转型中的战略摇摆——既想维持增程车型利润，又试图抢占纯电市场，最终陷入“左右互搏”的泥潭。\n其二，在品牌认知层面，消费者始终将其视为“家庭增程车”品牌，难以突破高端纯电市场的竞争壁垒。尽管理想试图通过MEGA重塑高端形象，但55万元的定价、前卫的“子弹头”造型引发舆论争议，被讽为“脱离实际审美的工业设计”。相比之下，极氪009以50万元内定价和实用配置实现月销3500辆，印证了“价格阈值”的重要性。更致命的是，理想在智能化领域的滞后——座舱芯片依赖高通8155、智驾算法未实现全场景覆盖，与华为ADS 2.0、小鹏XNGP的差距愈发明显。\n其三，随着行业对纯电技术的倾斜，理想汽车的增程式技术逐渐失去“差异化”优势。2024年，宁德时代推出续航超1000公里的麒麟电池，比亚迪通过垂直整合实现成本控制，而理想仍在为5C超充技术的落地焦虑——其自建超充桩数量仅为特斯拉的1/10，导致纯电车型用户补能体验受限。政策层面，多地取消对增程式车型的购置税减免，进一步削弱其市场竞争力。\n面对此种情况，理想汽车也并非无动于衷，而是在纯电车型方面进一步发力。比如，2024年底理想汽车发布第二款纯电车型L6E，售价进一步下探至20万元以下，试图通过性价比来抢占市场。然而，这一策略被业内质疑为“以价换量”，可能进一步压缩利润空间。\n三重夹击下的生存挑战\n当然，除了内部因素之外，理想汽车销量的下滑，也与日益白热化的外部市场竞争脱不开关心。\n首先，随着众多车企入局中高端市场，理想汽车正面临从“蓝海”到“红海”的生存挤压。\n2024年，新能源汽车市场进入残酷的淘汰赛阶段，理想汽车遭遇来自传统车企、新势力及国际品牌的“三重围剿”。比亚迪、吉利等传统巨头加速电动化转型，推出比亚迪DM-i、吉利银河L7等混动车型，以更低价格抢占市场；问界、极氪等新势力则凭借华为智选模式和个性化设计分流用户，其中问界M7连续多月销量超越理想L系列，直接冲击其核心市场。国际品牌亦持续施压，特斯拉Model Y降价、宝马iX3国产化等动作，进一步挤压中高端市场空间。\n其次，在技术路线层面，理想汽车赖以发展壮大的增程式“护城河”正在失守。理想汽车曾以“无里程焦虑”为卖点的增程式技术，正面临行业与政策的双重质疑。多地取消新能源车购置税减免政策，对增程式车型的“非纯电”身份隐性限制，削弱其政策优势。\n同时，年轻消费者更倾向纯电驱动的智能化体验，而增程式车型因燃油机+电机的双系统设计导致维护成本高、技术复杂度大，逐渐失去吸引力。理想MEGA的失败，更暴露了增程式路线在高端市场的局限性——售价55万元的MPV因“殡仪车”争议单月销量仅数百辆，迫使公司紧急调整战略。\n最后，在品牌与组织架构层面，理想汽车陷入了“品牌定位模糊”与“组织效率低下”的双重困境。一方面，理想汽车试图同时维持“家庭用户”标签与切入高端纯电市场，导致传播策略混乱。例如，L7E的“性价比”营销与此前塑造的中高端形象冲突，而MEGA的激进定价（55.98万元起）进一步加剧品牌认知割裂。\n另一方面，内部因技术路线分歧引发的管理动荡频发，研发资源分散至增程式与纯电双线，导致新品迭代速度落后于竞争对手。2024年理想L6虽以24.98万元低价上市，但与L7的价差引发内部资源争夺，暴露了组织架构的僵化。\n行业黑马遭遇“掉队”危机？\n其实仔细看下来，理想汽车从行业黑马到迅速“掉队”，其实际面临的压力是越来越明显了。\n从财报来看，受行业冲击影响，理想汽车面临的财务压力已经显现。2024年，理想汽车正面临前所未有的财务压力。第三季度财报显示，其毛利率骤降至18.3%，同比减少3个百分点，主要源于纯电车型L7E研发投入高企但销量未达预期。\n更严峻的是，公司计划2025年投入超50亿元研发费用，但2024年自由现金流仅60亿元，资金链断裂风险凸显。这种“增收不增利”的困境在第四季度进一步加剧：受行业价格战影响，理想被迫对全系车型降价3万元，导致单车均价环比下滑至26万元，毛利率承压加剧。\n与此同时，理想汽车的投资收益波动剧烈，2024年上半年利润的85%依赖理财收益，而第三季度该部分亏损2197万元，加剧了市场对其盈利能力的质疑。\n从技术层面来看，理想汽车在核心技术创新领域面临的冲击，正在持续出现。相比比亚迪刀片电池、特斯拉FSD系统等颠覆性创新，其技术突破多集中于空间设计等实用层面，缺乏底层技术壁垒。更关键的是，座舱芯片、自动驾驶算法等核心领域仍依赖高通、英伟达等外部供应商，与华为ADS 2.0、小鹏XNGP等自研方案差距显著。\n这种“拿来主义”策略在智能化竞赛中愈发被动，2024年第三季度研发费用同比减少9.2%，进一步延缓了技术迭代速度。另外，在线下渠道层面，理想过去偏重一二线城市，导致其在下沉市场覆盖不足，这将对理想汽车的纯电用户补能造成现实困扰。\n总的来看，倘若理想汽车不能及时调整线路，加大原创技术投入，以及新产品矩阵构建的话，接下来行业的淘汰赛也终将对其造成重大影响。\n多面出击，理想汽车的生死时速\n2025年，新能源汽车赛道进入淘汰赛加速期，理想汽车正站在“增程舒适区”与“纯电生死线”的十字路口。面对特斯拉降价、华为智驾围剿、小米等新势力入局的三重压力，这家曾以“家庭首选”标签领跑的新势力车企，亟需通过技术路线重构、品牌叙事革新与生态壁垒构建，完成从“爆款制造者”到“智能出行领导者”的跨越。\n首先，是明确技术路线，聚焦核心产品。短期内可保留增程车型满足存量用户需求，但需将资源全力投入纯电技术研发，避免“左右互搏”。在打造爆款纯电车型方面，借鉴特斯拉Model 3的策略，通过规模化生产和成本控制降低售价，同时强化智能化卖点（如全场景辅助驾驶）。\n其次. 重构品牌叙事，抢占高端心智。可在实际运作过程中，逐渐剥离“家庭车”标签，逐渐过渡到更加广泛的人群。通过赞助科技峰会、与顶尖高校合作研发等方式，塑造“高端智能出行”品牌形象；通过精准营销破圈，针对年轻用户推出限量版车型，联合社交媒体打造“网红打卡”效应，扩大品牌影响力。\n最后. 构建生态壁垒，降低转型风险。比如，通过自建超充网络：参考蔚来NIO Power的模式，快速布局城市快充站，解决用户里程焦虑；另外，通过绑定产业链伙伴：如与宁德时代、英飞凌等企业成立合资公司，保障电池供应和技术迭代能力。\n与此同时，通过关停或外包部分非核心产能，集中资源保障主力车型产能。在智能驾驶层面，\n通过软件订阅（如ADAS服务）、充电服务分成等方式提升收入占比，减少对硬件销量的依赖。\n站在2025年的十字路口，理想汽车面临的不仅是短期销量下滑的压力，更是技术路线、品牌定位和商业模式的系统性挑战。若不能果断放弃增程式的舒适区，加速纯电化转型并构建差异化竞争优势，其“中国家庭用车第一品牌”的愿景将很容易落空。","news_type":1,"symbols_score_info":{"02015":1,"EVS.SI":0.6,"LI":1}},"isVote":1,"tweetType":1,"viewCount":996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338034630693088,"gmtCreate":1723547144824,"gmtModify":1723547146433,"author":{"id":"3547255265048867","authorId":"3547255265048867","name":"一只小雪球","avatar":"https://static.tigerbbs.com/843fdce803db084a326314ea41391de4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547255265048867","authorIdStr":"3547255265048867"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338034630693088","repostId":"338014558626288","repostType":1,"repost":{"id":338014558626288,"gmtCreate":1723532955234,"gmtModify":1723543832555,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667622617230","authorIdStr":"3527667622617230"},"themes":[],"title":"【新能源周榜】2024年第32周新势力车企销量（8.5-8.11）","htmlText":"<a 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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雷军：7月，小米汽车交付量超过30000台\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\">2025-08-01 10:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月1日，<a href=\"https://laohu8.com/S/01810\">小米</a>集团董事长雷军：7月，<a href=\"https://laohu8.com/S/81810\">小米</a>汽车交付量超过30000台。感谢大家的选择与支持。 </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1852be2c8195dd0d0b690b034cfd58a1\" tg-width=\"690\" tg-height=\"919\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb44f0df3fb7312ee913474e800cc495","relate_stocks":{"LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","01810":"小米集团-W","BK1607":"新IT概念","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4526":"热门中概股","BK1521":"挪威政府全球养老基金持仓","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","XIACY":"小米集团ADR","BK1523":"武汉本地概念股","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","BK4563":"昨日强势股","BK1502":"双十一","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116387543","content_text":"8月1日，小米集团董事长雷军：7月，小米汽车交付量超过30000台。感谢大家的选择与支持。 ","news_type":1,"symbols_score_info":{"01810":1,"XIACY":0.6}},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462161732006112,"gmtCreate":1753850986356,"gmtModify":1753850989647,"author":{"id":"3547255265048867","authorId":"3547255265048867","name":"一只小雪球","avatar":"https://static.tigerbbs.com/843fdce803db084a326314ea41391de4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547255265048867","authorIdStr":"3547255265048867"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3568286636444403\">@守得云开</a>:小伙子，你不适合做投资啊，巴菲特是靠一天就赚到那么多钱的吗？炒短线是没有好下场的//<a href=\"https://laohu8.com/U/3568286636444403\">@守得云开</a>:13厘米闪崩，资本告诉我，i8，它阵亡了！你啥也不是，说了不算！//<a href=\"https://laohu8.com/U/3547255265048867\">@一只小雪球</a>:下周开始，精力全部放回L9,L8,L7,L6后，加上i8,理想很快重回第一","listText":"Replying to <a href=\"https://laohu8.com/U/3568286636444403\">@守得云开</a>:小伙子，你不适合做投资啊，巴菲特是靠一天就赚到那么多钱的吗？炒短线是没有好下场的//<a href=\"https://laohu8.com/U/3568286636444403\">@守得云开</a>:13厘米闪崩，资本告诉我，i8，它阵亡了！你啥也不是，说了不算！//<a href=\"https://laohu8.com/U/3547255265048867\">@一只小雪球</a>:下周开始，精力全部放回L9,L8,L7,L6后，加上i8,理想很快重回第一","text":"Replying to @守得云开:小伙子，你不适合做投资啊，巴菲特是靠一天就赚到那么多钱的吗？炒短线是没有好下场的//@守得云开:13厘米闪崩，资本告诉我，i8，它阵亡了！你啥也不是，说了不算！//@一只小雪球:下周开始，精力全部放回L9,L8,L7,L6后，加上i8,理想很快重回第一","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462161732006112","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454406473179416,"gmtCreate":1751969871037,"gmtModify":1751969872798,"author":{"id":"3547255265048867","authorId":"3547255265048867","name":"一只小雪球","avatar":"https://static.tigerbbs.com/843fdce803db084a326314ea41391de4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547255265048867","authorIdStr":"3547255265048867"},"themes":[],"htmlText":"什么情况？怎么越掉越多？？？","listText":"什么情况？怎么越掉越多？？？","text":"什么情况？怎么越掉越多？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454406473179416","isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439930986569744,"gmtCreate":1748443579882,"gmtModify":1748443582158,"author":{"id":"3547255265048867","authorId":"3547255265048867","name":"一只小雪球","avatar":"https://static.tigerbbs.com/843fdce803db084a326314ea41391de4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547255265048867","authorIdStr":"3547255265048867"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/4088807103350190\">@Liangchen</a>:问界，尊界，享界…. 为什么不行？为什么所有的加起来都比不过别人一个搞增程的理想，想过是为什么吗？//<a href=\"https://laohu8.com/U/4088807103350190\">@Liangchen</a>:有什么好奇怪的 老美十多个科技企业 对标一个Huawei,怎么不说？//<a href=\"https://laohu8.com/U/3547255265048867\">@一只小雪球</a>:拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","listText":"Replying to <a href=\"https://laohu8.com/U/4088807103350190\">@Liangchen</a>:问界，尊界，享界…. 为什么不行？为什么所有的加起来都比不过别人一个搞增程的理想，想过是为什么吗？//<a href=\"https://laohu8.com/U/4088807103350190\">@Liangchen</a>:有什么好奇怪的 老美十多个科技企业 对标一个Huawei,怎么不说？//<a href=\"https://laohu8.com/U/3547255265048867\">@一只小雪球</a>:拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","text":"Replying to @Liangchen:问界，尊界，享界…. 为什么不行？为什么所有的加起来都比不过别人一个搞增程的理想，想过是为什么吗？//@Liangchen:有什么好奇怪的 老美十多个科技企业 对标一个Huawei,怎么不说？//@一只小雪球:拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439930986569744","isVote":1,"tweetType":1,"viewCount":1205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439929743995744,"gmtCreate":1748443408808,"gmtModify":1748443411820,"author":{"id":"3547255265048867","authorId":"3547255265048867","name":"一只小雪球","avatar":"https://static.tigerbbs.com/843fdce803db084a326314ea41391de4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547255265048867","authorIdStr":"3547255265048867"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/4088807103350190\">@Liangchen</a>:老美那十多个科技企业都是造手机的吗？//<a href=\"https://laohu8.com/U/4088807103350190\">@Liangchen</a>:有什么好奇怪的 老美十多个科技企业 对标一个Huawei,怎么不说？//<a href=\"https://laohu8.com/U/3547255265048867\">@一只小雪球</a>:拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","listText":"Replying to <a href=\"https://laohu8.com/U/4088807103350190\">@Liangchen</a>:老美那十多个科技企业都是造手机的吗？//<a href=\"https://laohu8.com/U/4088807103350190\">@Liangchen</a>:有什么好奇怪的 老美十多个科技企业 对标一个Huawei,怎么不说？//<a href=\"https://laohu8.com/U/3547255265048867\">@一只小雪球</a>:拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","text":"Replying to @Liangchen:老美那十多个科技企业都是造手机的吗？//@Liangchen:有什么好奇怪的 老美十多个科技企业 对标一个Huawei,怎么不说？//@一只小雪球:拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439929743995744","isVote":1,"tweetType":1,"viewCount":1476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439564169335048,"gmtCreate":1748343572725,"gmtModify":1748343574935,"author":{"id":"3547255265048867","authorId":"3547255265048867","name":"一只小雪球","avatar":"https://static.tigerbbs.com/843fdce803db084a326314ea41391de4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547255265048867","authorIdStr":"3547255265048867"},"themes":[],"htmlText":"拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","listText":"拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","text":"拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439564169335048","isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409861450142128,"gmtCreate":1741073826449,"gmtModify":1741073827754,"author":{"id":"3547255265048867","authorId":"3547255265048867","name":"一只小雪球","avatar":"https://static.tigerbbs.com/843fdce803db084a326314ea41391de4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547255265048867","authorIdStr":"3547255265048867"},"themes":[],"htmlText":"很多逻辑上的错误，可能是ai生成。只是在不足之处说对了一点点","listText":"很多逻辑上的错误，可能是ai生成。只是在不足之处说对了一点点","text":"很多逻辑上的错误，可能是ai生成。只是在不足之处说对了一点点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409861450142128","repostId":"2516905296","repostType":2,"repost":{"id":"2516905296","kind":"news","pubTimestamp":1741054748,"share":"https://www.laohu8.com/m/news/2516905296?lang=&edition=full","pubTime":"2025-03-04 10:19","market":"hk","language":"zh","title":"跌出前排、内部遇瓶颈，理想汽车被挤到了墙角？","url":"https://stock-news.laohu8.com/highlight/detail?id=2516905296","media":"蓝鲸财经","summary":"可谁曾想，刚进入2025年，理想汽车就给大伙儿上演了一出“跳水”好戏——第2周销量仅有0.76万辆。瞧瞧这数字，比去年12月动辄1.4万辆的销量，可是“缩水”了不少。这一跌不要紧，却让不少人直呼“没想到”。作为国内新能源汽车市场的一匹黑马，理想汽车可是在国内长期霸榜的实力派。去年12月之前，理想汽车一度实现了连续35周蝉联新势力品牌销量冠军，周销量破万辆更是家常便饭。","content":"<html><body><blockquote>\n<p>文｜蛇眼财经v</p>\n</blockquote>\n<p>近年来新能源汽车市场真是热闹非凡，各路“神仙”更是打得火热。可谁曾想，刚进入2025年，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>就给大伙儿上演了一出“跳水”好戏——第2周销量仅有0.76万辆。瞧瞧这数字，比去年12月动辄1.4万辆的销量，可是“缩水”了不少。这一跌不要紧，却让不少人直呼“没想到”。</p>\n<p>作为国内新能源汽车市场的一匹黑马，理想汽车可是在国内长期霸榜的实力派。去年12月之前，理想汽车一度实现了连续35周蝉联新势力品牌销量冠军，周销量破万辆更是家常便饭。但刚进入2025年，理想汽车的销量表现就一路急转直下，甚至出现了“断崖式”下跌。</p>\n<p><strong>“增长失速”理想遭遇滑铁卢</strong></p>\n<p>从周销量1.4万辆到周销量0.76万辆，理想汽车从去年12月份的巅峰，转瞬就跌下了神坛，让一众行业内外人士摸不着头脑。那么，一向要强的理想汽车到底遭遇了什么？</p>\n<p>其一，是产品矩阵失衡，过度依赖增程式技术路线，导致后续增长乏力。理想汽车过度依赖增程式技术路线，2024年推出的纯电车型L7E未能快速打开市场，导致销量增长乏力。数据显示，2024年理想L系列（L9/L8/L7/L6）中，仅L6因价格下探至30万元内实现销量爆发，其余车型销量同比下滑24%-34%。</p>\n<p>更严峻的是，首款纯电MPV MEGA全年销量不足5000辆，仅贡献3%的销量，与理想“50万辆年销目标”相去甚远。这种“增程依赖症”暴露出理想在纯电转型中的战略摇摆——既想维持增程车型利润，又试图抢占纯电市场，最终陷入“左右互搏”的泥潭。</p>\n<p>其二，在品牌认知层面，消费者始终将其视为“家庭增程车”品牌，难以突破高端纯电市场的竞争壁垒。尽管理想试图通过MEGA重塑高端形象，但55万元的定价、前卫的“子弹头”造型引发舆论争议，被讽为“脱离实际审美的工业设计”。相比之下，<a href=\"https://laohu8.com/S/ZK\">极氪</a>009以50万元内定价和实用配置实现月销3500辆，印证了“价格阈值”的重要性。更致命的是，理想在智能化领域的滞后——座舱芯片依赖<a href=\"https://laohu8.com/S/QCOM\">高通</a>8155、智驾算法未实现全场景覆盖，与华为ADS 2.0、小鹏XNGP的差距愈发明显。</p>\n<p>其三，随着行业对纯电技术的倾斜，理想汽车的增程式技术逐渐失去“差异化”优势。2024年，<a href=\"https://laohu8.com/S/300750\">宁德时代</a>推出续航超1000公里的麒麟电池，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>通过垂直整合实现成本控制，而理想仍在为5C超充技术的落地焦虑——其自建超充桩数量仅为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的1/10，导致纯电车型用户补能体验受限。政策层面，多地取消对增程式车型的购置税减免，进一步削弱其市场竞争力。</p>\n<p>面对此种情况，理想汽车也并非无动于衷，而是在纯电车型方面进一步发力。比如，2024年底理想汽车发布第二款纯电车型L6E，售价进一步下探至20万元以下，试图通过性价比来抢占市场。然而，这一策略被业内质疑为“以价换量”，可能进一步压缩利润空间。</p>\n<p><strong>三重夹击下的生存挑战</strong></p>\n<p>当然，除了内部因素之外，理想汽车销量的下滑，也与日益白热化的外部市场竞争脱不开关心。</p>\n<p>首先，随着众多车企入局中高端市场，理想汽车正面临从“蓝海”到“红海”的生存挤压。</p>\n<p>2024年，新能源汽车市场进入残酷的淘汰赛阶段，理想汽车遭遇来自传统车企、新势力及国际品牌的“三重围剿”。比亚迪、吉利等传统巨头加速电动化转型，推出比亚迪DM-i、吉利银河L7等混动车型，以更低价格抢占市场；问界、极氪等新势力则凭借华为智选模式和个性化设计分流用户，其中问界M7连续多月销量超越理想L系列，直接冲击其核心市场。国际品牌亦持续施压，特斯拉Model Y降价、宝马iX3国产化等动作，进一步挤压中高端市场空间。</p>\n<p>其次，在技术路线层面，理想汽车赖以发展壮大的增程式“护城河”正在失守。理想汽车曾以“无里程焦虑”为卖点的增程式技术，正面临行业与政策的双重质疑。多地取消新能源车购置税减免政策，对增程式车型的“非纯电”身份隐性限制，削弱其政策优势。</p>\n<p>同时，年轻消费者更倾向纯电驱动的智能化体验，而增程式车型因燃油机+电机的双系统设计导致维护成本高、技术复杂度大，逐渐失去吸引力。理想MEGA的失败，更暴露了增程式路线在高端市场的局限性——售价55万元的MPV因“殡仪车”争议单月销量仅数百辆，迫使公司紧急调整战略。</p>\n<p>最后，在品牌与组织架构层面，理想汽车陷入了“品牌定位模糊”与“组织效率低下”的双重困境。一方面，理想汽车试图同时维持“家庭用户”标签与切入高端纯电市场，导致传播策略混乱。例如，L7E的“性价比”营销与此前塑造的中高端形象冲突，而MEGA的激进定价（55.98万元起）进一步加剧品牌认知割裂。</p>\n<p>另一方面，内部因技术路线分歧引发的管理动荡频发，研发资源分散至增程式与纯电双线，导致新品迭代速度落后于竞争对手。2024年理想L6虽以24.98万元低价上市，但与L7的价差引发内部资源争夺，暴露了组织架构的僵化。</p>\n<p><strong>行业黑马遭遇“掉队”危机？</strong></p>\n<p>其实仔细看下来，理想汽车从行业黑马到迅速“掉队”，其实际面临的压力是越来越明显了。</p>\n<p>从财报来看，受行业冲击影响，理想汽车面临的财务压力已经显现。2024年，理想汽车正面临前所未有的财务压力。第三季度财报显示，其毛利率骤降至18.3%，同比减少3个百分点，主要源于纯电车型L7E研发投入高企但销量未达预期。</p>\n<p>更严峻的是，公司计划2025年投入超50亿元研发费用，但2024年自由现金流仅60亿元，资金链断裂风险凸显。这种“增收不增利”的困境在第四季度进一步加剧：受行业价格战影响，理想被迫对全系车型降价3万元，导致单车均价环比下滑至26万元，毛利率承压加剧。</p>\n<p>与此同时，理想汽车的投资收益波动剧烈，2024年上半年利润的85%依赖理财收益，而第三季度该部分亏损2197万元，加剧了市场对其盈利能力的质疑。</p>\n<p>从技术层面来看，理想汽车在核心技术创新领域面临的冲击，正在持续出现。相比比亚迪刀片电池、特斯拉FSD系统等颠覆性创新，其技术突破多集中于空间设计等实用层面，缺乏底层技术壁垒。更关键的是，座舱芯片、自动驾驶算法等核心领域仍依赖高通、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等外部供应商，与华为ADS 2.0、小鹏XNGP等自研方案差距显著。</p>\n<p>这种“拿来主义”策略在智能化竞赛中愈发被动，2024年第三季度研发费用同比减少9.2%，进一步延缓了技术迭代速度。另外，在线下渠道层面，理想过去偏重一二线城市，导致其在下沉市场覆盖不足，这将对理想汽车的纯电用户补能造成现实困扰。</p>\n<p>总的来看，倘若理想汽车不能及时调整线路，加大原创技术投入，以及新产品矩阵构建的话，接下来行业的淘汰赛也终将对其造成重大影响。</p>\n<p><strong>多面出击，理想汽车的生死时速</strong></p>\n<p>2025年，新能源汽车赛道进入淘汰赛加速期，理想汽车正站在“增程舒适区”与“纯电生死线”的十字路口。面对特斯拉降价、华为智驾围剿、小米等新势力入局的三重压力，这家曾以“家庭首选”标签领跑的新势力车企，亟需通过技术路线重构、品牌叙事革新与生态壁垒构建，完成从“爆款制造者”到“智能出行领导者”的跨越。</p>\n<p>首先，是明确技术路线，聚焦核心产品。短期内可保留增程车型满足存量用户需求，但需将资源全力投入纯电技术研发，避免“左右互搏”。在打造爆款纯电车型方面，借鉴特斯拉Model 3的策略，通过规模化生产和成本控制降低售价，同时强化智能化卖点（如全场景辅助驾驶）。</p>\n<p>其次. 重构品牌叙事，抢占高端心智。可在实际运作过程中，逐渐剥离“家庭车”标签，逐渐过渡到更加广泛的人群。通过赞助科技峰会、与顶尖高校合作研发等方式，塑造“高端智能出行”品牌形象；通过精准营销破圈，针对年轻用户推出限量版车型，联合社交媒体打造“网红打卡”效应，扩大品牌影响力。</p>\n<p>最后. 构建生态壁垒，降低转型风险。比如，通过自建超充网络：参考<a href=\"https://laohu8.com/S/NIO\">蔚来</a>NIO Power的模式，快速布局城市快充站，解决用户里程焦虑；另外，通过绑定产业链伙伴：如与宁德时代、<a href=\"https://laohu8.com/S/0KED.UK\">英飞凌</a>等企业成立合资公司，保障电池供应和技术迭代能力。</p>\n<p>与此同时，通过关停或外包部分非核心产能，集中资源保障主力车型产能。在智能驾驶层面，</p>\n<p>通过软件订阅（如ADAS服务）、充电服务分成等方式提升收入占比，减少对硬件销量的依赖。</p>\n<p>站在2025年的十字路口，理想汽车面临的不仅是短期销量下滑的压力，更是技术路线、品牌定位和商业模式的系统性挑战。若不能果断放弃增程式的舒适区，加速纯电化转型并构建差异化竞争优势，其“中国家庭用车第一品牌”的愿景将很容易落空。</p>\n</body></html>","source":"lanjinger_stock","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>跌出前排、内部遇瓶颈，理想汽车被挤到了墙角？</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跌出前排、内部遇瓶颈，理想汽车被挤到了墙角？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-04 10:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/252101><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文｜蛇眼财经v\n\n近年来新能源汽车市场真是热闹非凡，各路“神仙”更是打得火热。可谁曾想，刚进入2025年，理想汽车就给大伙儿上演了一出“跳水”好戏——第2周销量仅有0.76万辆。瞧瞧这数字，比去年12月动辄1.4万辆的销量，可是“缩水”了不少。这一跌不要紧，却让不少人直呼“没想到”。\n作为国内新能源汽车市场的一匹黑马，理想汽车可是在国内长期霸榜的实力派。去年12月之前，理想汽车一度实现了连续35周...</p>\n\n<a href=\"https://www.lanjinger.com/d/252101\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1539":"汽车股","LU1720050803.USD":"安联全方位中国股票基金","BK4503":"景林资产持仓","LI":"理想汽车","BK4588":"碎股","BK1119":"汽车制造商","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4548":"巴美列捷福持仓","02015":"理想汽车-W","BK4551":"寇图资本持仓","BK1588":"回港中概股","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","BK1575":"同股不同权","BK4099":"汽车制造商","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK1587":"次新股","BK4563":"昨日强势股","BK4555":"新能源车"},"source_url":"https://www.lanjinger.com/d/252101","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2516905296","content_text":"文｜蛇眼财经v\n\n近年来新能源汽车市场真是热闹非凡，各路“神仙”更是打得火热。可谁曾想，刚进入2025年，理想汽车就给大伙儿上演了一出“跳水”好戏——第2周销量仅有0.76万辆。瞧瞧这数字，比去年12月动辄1.4万辆的销量，可是“缩水”了不少。这一跌不要紧，却让不少人直呼“没想到”。\n作为国内新能源汽车市场的一匹黑马，理想汽车可是在国内长期霸榜的实力派。去年12月之前，理想汽车一度实现了连续35周蝉联新势力品牌销量冠军，周销量破万辆更是家常便饭。但刚进入2025年，理想汽车的销量表现就一路急转直下，甚至出现了“断崖式”下跌。\n“增长失速”理想遭遇滑铁卢\n从周销量1.4万辆到周销量0.76万辆，理想汽车从去年12月份的巅峰，转瞬就跌下了神坛，让一众行业内外人士摸不着头脑。那么，一向要强的理想汽车到底遭遇了什么？\n其一，是产品矩阵失衡，过度依赖增程式技术路线，导致后续增长乏力。理想汽车过度依赖增程式技术路线，2024年推出的纯电车型L7E未能快速打开市场，导致销量增长乏力。数据显示，2024年理想L系列（L9/L8/L7/L6）中，仅L6因价格下探至30万元内实现销量爆发，其余车型销量同比下滑24%-34%。\n更严峻的是，首款纯电MPV MEGA全年销量不足5000辆，仅贡献3%的销量，与理想“50万辆年销目标”相去甚远。这种“增程依赖症”暴露出理想在纯电转型中的战略摇摆——既想维持增程车型利润，又试图抢占纯电市场，最终陷入“左右互搏”的泥潭。\n其二，在品牌认知层面，消费者始终将其视为“家庭增程车”品牌，难以突破高端纯电市场的竞争壁垒。尽管理想试图通过MEGA重塑高端形象，但55万元的定价、前卫的“子弹头”造型引发舆论争议，被讽为“脱离实际审美的工业设计”。相比之下，极氪009以50万元内定价和实用配置实现月销3500辆，印证了“价格阈值”的重要性。更致命的是，理想在智能化领域的滞后——座舱芯片依赖高通8155、智驾算法未实现全场景覆盖，与华为ADS 2.0、小鹏XNGP的差距愈发明显。\n其三，随着行业对纯电技术的倾斜，理想汽车的增程式技术逐渐失去“差异化”优势。2024年，宁德时代推出续航超1000公里的麒麟电池，比亚迪通过垂直整合实现成本控制，而理想仍在为5C超充技术的落地焦虑——其自建超充桩数量仅为特斯拉的1/10，导致纯电车型用户补能体验受限。政策层面，多地取消对增程式车型的购置税减免，进一步削弱其市场竞争力。\n面对此种情况，理想汽车也并非无动于衷，而是在纯电车型方面进一步发力。比如，2024年底理想汽车发布第二款纯电车型L6E，售价进一步下探至20万元以下，试图通过性价比来抢占市场。然而，这一策略被业内质疑为“以价换量”，可能进一步压缩利润空间。\n三重夹击下的生存挑战\n当然，除了内部因素之外，理想汽车销量的下滑，也与日益白热化的外部市场竞争脱不开关心。\n首先，随着众多车企入局中高端市场，理想汽车正面临从“蓝海”到“红海”的生存挤压。\n2024年，新能源汽车市场进入残酷的淘汰赛阶段，理想汽车遭遇来自传统车企、新势力及国际品牌的“三重围剿”。比亚迪、吉利等传统巨头加速电动化转型，推出比亚迪DM-i、吉利银河L7等混动车型，以更低价格抢占市场；问界、极氪等新势力则凭借华为智选模式和个性化设计分流用户，其中问界M7连续多月销量超越理想L系列，直接冲击其核心市场。国际品牌亦持续施压，特斯拉Model Y降价、宝马iX3国产化等动作，进一步挤压中高端市场空间。\n其次，在技术路线层面，理想汽车赖以发展壮大的增程式“护城河”正在失守。理想汽车曾以“无里程焦虑”为卖点的增程式技术，正面临行业与政策的双重质疑。多地取消新能源车购置税减免政策，对增程式车型的“非纯电”身份隐性限制，削弱其政策优势。\n同时，年轻消费者更倾向纯电驱动的智能化体验，而增程式车型因燃油机+电机的双系统设计导致维护成本高、技术复杂度大，逐渐失去吸引力。理想MEGA的失败，更暴露了增程式路线在高端市场的局限性——售价55万元的MPV因“殡仪车”争议单月销量仅数百辆，迫使公司紧急调整战略。\n最后，在品牌与组织架构层面，理想汽车陷入了“品牌定位模糊”与“组织效率低下”的双重困境。一方面，理想汽车试图同时维持“家庭用户”标签与切入高端纯电市场，导致传播策略混乱。例如，L7E的“性价比”营销与此前塑造的中高端形象冲突，而MEGA的激进定价（55.98万元起）进一步加剧品牌认知割裂。\n另一方面，内部因技术路线分歧引发的管理动荡频发，研发资源分散至增程式与纯电双线，导致新品迭代速度落后于竞争对手。2024年理想L6虽以24.98万元低价上市，但与L7的价差引发内部资源争夺，暴露了组织架构的僵化。\n行业黑马遭遇“掉队”危机？\n其实仔细看下来，理想汽车从行业黑马到迅速“掉队”，其实际面临的压力是越来越明显了。\n从财报来看，受行业冲击影响，理想汽车面临的财务压力已经显现。2024年，理想汽车正面临前所未有的财务压力。第三季度财报显示，其毛利率骤降至18.3%，同比减少3个百分点，主要源于纯电车型L7E研发投入高企但销量未达预期。\n更严峻的是，公司计划2025年投入超50亿元研发费用，但2024年自由现金流仅60亿元，资金链断裂风险凸显。这种“增收不增利”的困境在第四季度进一步加剧：受行业价格战影响，理想被迫对全系车型降价3万元，导致单车均价环比下滑至26万元，毛利率承压加剧。\n与此同时，理想汽车的投资收益波动剧烈，2024年上半年利润的85%依赖理财收益，而第三季度该部分亏损2197万元，加剧了市场对其盈利能力的质疑。\n从技术层面来看，理想汽车在核心技术创新领域面临的冲击，正在持续出现。相比比亚迪刀片电池、特斯拉FSD系统等颠覆性创新，其技术突破多集中于空间设计等实用层面，缺乏底层技术壁垒。更关键的是，座舱芯片、自动驾驶算法等核心领域仍依赖高通、英伟达等外部供应商，与华为ADS 2.0、小鹏XNGP等自研方案差距显著。\n这种“拿来主义”策略在智能化竞赛中愈发被动，2024年第三季度研发费用同比减少9.2%，进一步延缓了技术迭代速度。另外，在线下渠道层面，理想过去偏重一二线城市，导致其在下沉市场覆盖不足，这将对理想汽车的纯电用户补能造成现实困扰。\n总的来看，倘若理想汽车不能及时调整线路，加大原创技术投入，以及新产品矩阵构建的话，接下来行业的淘汰赛也终将对其造成重大影响。\n多面出击，理想汽车的生死时速\n2025年，新能源汽车赛道进入淘汰赛加速期，理想汽车正站在“增程舒适区”与“纯电生死线”的十字路口。面对特斯拉降价、华为智驾围剿、小米等新势力入局的三重压力，这家曾以“家庭首选”标签领跑的新势力车企，亟需通过技术路线重构、品牌叙事革新与生态壁垒构建，完成从“爆款制造者”到“智能出行领导者”的跨越。\n首先，是明确技术路线，聚焦核心产品。短期内可保留增程车型满足存量用户需求，但需将资源全力投入纯电技术研发，避免“左右互搏”。在打造爆款纯电车型方面，借鉴特斯拉Model 3的策略，通过规模化生产和成本控制降低售价，同时强化智能化卖点（如全场景辅助驾驶）。\n其次. 重构品牌叙事，抢占高端心智。可在实际运作过程中，逐渐剥离“家庭车”标签，逐渐过渡到更加广泛的人群。通过赞助科技峰会、与顶尖高校合作研发等方式，塑造“高端智能出行”品牌形象；通过精准营销破圈，针对年轻用户推出限量版车型，联合社交媒体打造“网红打卡”效应，扩大品牌影响力。\n最后. 构建生态壁垒，降低转型风险。比如，通过自建超充网络：参考蔚来NIO Power的模式，快速布局城市快充站，解决用户里程焦虑；另外，通过绑定产业链伙伴：如与宁德时代、英飞凌等企业成立合资公司，保障电池供应和技术迭代能力。\n与此同时，通过关停或外包部分非核心产能，集中资源保障主力车型产能。在智能驾驶层面，\n通过软件订阅（如ADAS服务）、充电服务分成等方式提升收入占比，减少对硬件销量的依赖。\n站在2025年的十字路口，理想汽车面临的不仅是短期销量下滑的压力，更是技术路线、品牌定位和商业模式的系统性挑战。若不能果断放弃增程式的舒适区，加速纯电化转型并构建差异化竞争优势，其“中国家庭用车第一品牌”的愿景将很容易落空。","news_type":1,"symbols_score_info":{"02015":1,"EVS.SI":0.6,"LI":1}},"isVote":1,"tweetType":1,"viewCount":996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":118157183,"gmtCreate":1622725339642,"gmtModify":1622725339642,"author":{"id":"3547255265048867","authorId":"3547255265048867","name":"一只小雪球","avatar":"https://static.tigerbbs.com/843fdce803db084a326314ea41391de4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547255265048867","authorIdStr":"3547255265048867"},"themes":[],"htmlText":"准备起飞，快跟芒格抄底吧[龇牙]&nbsp;","listText":"准备起飞，快跟芒格抄底吧[龇牙]&nbsp;","text":"准备起飞，快跟芒格抄底吧[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/118157183","repostId":"1126991956","repostType":2,"repost":{"id":"1126991956","kind":"news","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":1622716852,"share":"https://www.laohu8.com/m/news/1126991956?lang=&edition=full","pubTime":"2021-06-03 18:40","market":"hk","language":"zh","title":"获批开业！银保监出手，蚂蚁大消息来了","url":"https://stock-news.laohu8.com/highlight/detail?id=1126991956","media":"中国基金报","summary":"6月3日，重庆银保监局官网发布关于重庆蚂蚁消费金融有限公司开业的批复，根据《中国银保监会非银行金融机构行政许可事项实施办法》和《消费金融公司试点管理办法》的有关规定，批准重庆蚂蚁消费金融有限公司开业，","content":"<div>\n<p>6月3日，重庆银保监局官网发布关于重庆蚂蚁消费金融有限公司开业的批复，根据《中国银保监会非银行金融机构行政许可事项实施办法》和《消费金融公司试点管理办法》的有关规定，批准重庆蚂蚁消费金融有限公司开业，注册资本为80亿元人民币。\n根据股权结构，蚂蚁科技集团股份作为第一大股东，持股50%。在股东名单中还出现了宁德时代、千方科技、鱼跃医疗三家A股上市公司，分别持股8%、7.01%、4.99%。重庆蚂蚁...</p>\n\n<a href=\"None\">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\" />\n<title>获批开业！银保监出手，蚂蚁大消息来了</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获批开业！银保监出手，蚂蚁大消息来了\n</h2>\n\n<h4 class=\"meta\">\n\n2021-06-03 18:40 北京时间&nbsp;&nbsp;&nbsp;<strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月3日，重庆银保监局官网发布关于重庆蚂蚁消费金融有限公司开业的批复，根据《中国银保监会非银行金融机构行政许可事项实施办法》和《消费金融公司试点管理办法》的有关规定，批准重庆蚂蚁消费金融有限公司开业，注册资本为80亿元人民币。\n根据股权结构，蚂蚁科技集团股份作为第一大股东，持股50%。在股东名单中还出现了宁德时代、千方科技、鱼跃医疗三家A股上市公司，分别持股8%、7.01%、4.99%。重庆蚂蚁...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0ca0da879c81fd4c52a9fbfbc5f511c4","relate_stocks":{"06688":"蚂蚁集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126991956","content_text":"6月3日，重庆银保监局官网发布关于重庆蚂蚁消费金融有限公司开业的批复，根据《中国银保监会非银行金融机构行政许可事项实施办法》和《消费金融公司试点管理办法》的有关规定，批准重庆蚂蚁消费金融有限公司开业，注册资本为80亿元人民币。\n根据股权结构，蚂蚁科技集团股份作为第一大股东，持股50%。在股东名单中还出现了宁德时代、千方科技、鱼跃医疗三家A股上市公司，分别持股8%、7.01%、4.99%。重庆蚂蚁消费金融获批开业，注册资本80亿元\n6月3日消息，重庆银保监局公布重庆蚂蚁消费金融有限公司开业的批复，批准该公司开业。公司注册资本为80亿元人民币。\n股权结构显示，蚂蚁科技集团股份有限公司出资人民币40亿元，占公司注册资本的50%。南洋商业银行有限公司出资人民币12.008亿元，占公司注册资本的15.01%。国泰世华银行（中国）有限公司出资人民币8亿元，占公司注册资本的10%。宁德时代新能源科技股份有限公司出资人民币6.4亿元，占公司注册资本的8%。北京千方科技股份有限公司出资人民币5.608亿元，占公司注册资本的7.01%。中国华融资产管理股份有限公司出资人民币3.992亿元，占公司注册资本的4.99%。江苏鱼跃医疗设备股份有限公司出资人民币3.992亿元，占公司注册资本的4.99%。\n\n根据批复内容，核准重庆蚂蚁消费金融有限公司经营以下人民币业务：（一）发放个人消费贷款；（二）接受股东境内子公司及境内股东的存款；（三）向境内金融机构借款；（四）经批准发行金融债券；（五）境内同业拆借；（六）与消费金融相关的咨询、代理业务；（七）代理销售与消费贷款相关的保险产品；（八）固定收益类证券投资业务；（九）经银保监会批准的其他业务。\n\n同时，根据批复内容，重庆蚂蚁消费金融有限公司在工商、税务登记等法定程序完成后1个月内向我局书面报告相关情况，并应自领取营业执照之日起6个月内开业。\n蚂蚁方面向基金君表示，蚂蚁消费金融公司于2020年9月14日经银保监会批准筹建，在法定筹建期内完成筹建工作，经依法审查，符合开业条件，于今天获批开业。\n蚂蚁方面提到，在监管部门的指导下，蚂蚁及各方股东会一起努力满足消费者的金融服务需求，与合作的金融机构一同参与金融服务体系建设，持续提升金融服务质量和风险防控水平。\n银保监会：“花呗”“借呗”将成为蚂蚁消金专属产品，合作贷款不能用\n重庆蚂蚁消费金融有限公司获批开业 ，对此，中国银保监会非银部有关负责人还向媒体表示，按照整改方案，蚂蚁集团应在蚂蚁消费金融公司开业6个月内完成“花呗”“借呗”的品牌整改工作。整改完成后，“花呗”“借呗”将成为蚂蚁消费金融公司的专属消费信贷产品，其他金融机构借助蚂蚁集团提供的数据信息所发放的消费信贷，不再标挂“花呗”“借呗”名称。银保监会要求蚂蚁集团采取有效方式，保证金融消费者在申请消费信贷服务时能够充分了解信贷服务提供者的名称，避免引起品牌混同。\n银保监会非银部有关负责人表示，蚂蚁消费金融公司开业后将承接蚂蚁集团旗下小贷公司中符合监管规定的消费信贷业务，有利于推动蚂蚁集团落实消费信贷业务整改要求、将相关业务全面纳入监管，是贯彻落实中央关于加强金融监管、防范金融风险重要决策部署的工作举措。获批开业后，蚂蚁消费金融公司必须依法接受监管，严格遵守相关的监管规定。蚂蚁消费金融公司开业后，将按照蚂蚁集团消费信贷业务整改方案，有序承接两家小贷公司中符合监管规定的消费信贷业务。自蚂蚁消费金融公司开业起1年过渡期内，两家小贷公司实现平稳有序市场退出。过渡期内，蚂蚁集团也将按照监管要求妥善做好小贷公司存续资产支持证券（ABS）的处理工作，维护金融市场稳定。\n前段时间，支付宝一条“用花呗给女儿过生日”的广告曾引起社会较大争议。为此，银保监会前述负责人表示，近年来，一些机构或网络平台出现对贷款产品过度营销、过度包装，过度宣传“超前消费”“超前享受”，这类现象值得警惕。银保监会将督促蚂蚁消费金融公司严格按照法律法规和相关监管规定开展个人消费信贷业务，坚持“小额、分散、普惠”经营原则，为长尾客户的真实金融需求提供信贷服务，强化对客户真实信贷意愿和收入偿债能力的审查，充分披露贷款产品信息，严禁以过度营销、过度包装等方式引诱消费者过度负债，对经营行为涉嫌违法违规的，将依法严肃查处。\n蚂蚁集团个人消费信贷业务由蚂蚁消费金融公司按规范要求逐步承接\n蚂蚁集团原有的消费信贷业务规模大、客户众多，也包含大量的长尾客户，蚂蚁消费金融公司开业后，蚂蚁集团旗下个人消费信贷业务规模会有所下降，是否会对其长尾客户金融服务的连续性带来不利影响？\n为此，银保监会非银部该负责人表示，在蚂蚁集团消费信贷业务整改过程中，银保监会始终高度关注对长尾客户服务的连续性，要求蚂蚁集团做好相关技术保障工作，努力不降低客户的服务体验。\n根据整改方案，蚂蚁集团个人消费信贷业务由蚂蚁消费金融公司按规范要求逐步承接。蚂蚁消费金融公司作为一家持牌金融机构，依据国家法律法规和相关审慎监管规定开展经营活动，依法负有保护消费者权益、履行相关社会责任的义务。出于合规经营和风险防控的考虑，为避免客户过度负债、落入债务陷阱，蚂蚁消费金融公司应对承接的消费信贷业务进一步强化关于借款人真实借款意愿和还款能力的审核，对存在过度授信的，区别不同情形采取下调授信额度或不予授信等措施，总体信贷规模有所下降。这些措施都会有利于更好的维护长尾客户的切身利益。\n此外，蚂蚁消费金融公司作为新设立的非银行金融机构，其业务开展有一个逐步增长的过程。除蚂蚁消费金融公司以外，蚂蚁集团也可以通过将客户引流给商业银行等其他金融机构来保障对长尾客户的金融服务。\n中国银保监会表示，蚂蚁消费金融公司作为一家持牌金融机构，必须依法接受监管，严格遵守相关监管规定。蚂蚁消费金融公司从开业起，即应严格按照规定的出资比例、集中度和限额等经营规则开展互联网贷款业务，严格依规披露贷款主体、贷款条件、实际年利率、年化综合资金成本、还本付息安排、逾期清收、咨询投诉渠道和违约责任等基本信息，保障客户的知情权和自主选择权。","news_type":1,"symbols_score_info":{"688688":0.9,"06688":0.9}},"isVote":1,"tweetType":1,"viewCount":1633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":135411086,"gmtCreate":1622175647145,"gmtModify":1622178555418,"author":{"id":"3547255265048867","authorId":"3547255265048867","name":"一只小雪球","avatar":"https://static.tigerbbs.com/843fdce803db084a326314ea41391de4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547255265048867","authorIdStr":"3547255265048867"},"themes":[],"htmlText":"富途基于净利润的快速增长，今年年底股价过200美元。","listText":"富途基于净利润的快速增长，今年年底股价过200美元。","text":"富途基于净利润的快速增长，今年年底股价过200美元。","images":[{"img":"https://static.tigerbbs.com/8bd746fee0eee8c81ede01f9025c1278","width":"1125","height":"3130"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/135411086","isVote":1,"tweetType":1,"viewCount":2310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":135437745,"gmtCreate":1622175506687,"gmtModify":1622175506687,"author":{"id":"3547255265048867","authorId":"3547255265048867","name":"一只小雪球","avatar":"https://static.tigerbbs.com/843fdce803db084a326314ea41391de4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547255265048867","authorIdStr":"3547255265048867"},"themes":[],"htmlText":"阿里价值回归是迟早的事，目前212美元最起码有60%的上升空间。等监管相关事情完结后，股价会高于319美元。","listText":"阿里价值回归是迟早的事，目前212美元最起码有60%的上升空间。等监管相关事情完结后，股价会高于319美元。","text":"阿里价值回归是迟早的事，目前212美元最起码有60%的上升空间。等监管相关事情完结后，股价会高于319美元。","images":[{"img":"https://static.tigerbbs.com/18e91a83370f8f1ddff1bd99e7d2476d","width":"1125","height":"3375"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/135437745","isVote":1,"tweetType":1,"viewCount":2092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":311503269,"gmtCreate":1611807341951,"gmtModify":1703754091063,"author":{"id":"3547255265048867","authorId":"3547255265048867","name":"一只小雪球","avatar":"https://static.tigerbbs.com/843fdce803db084a326314ea41391de4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547255265048867","authorIdStr":"3547255265048867"},"themes":[],"htmlText":"6666666“要么发财！要么穷死！”美国散户敢死队“热血式炒股”威震华尔街投资老鸟都知道，在股市里，散户们势单力薄，信息滞后，就是机构嗷嗷待割的韭菜。但美国的新一代年轻散户们，却通过抱团作战，将一众华尔街机构割得闻风丧胆，丢盔弃甲。他们是一帮赌徒，信奉YOLO主义——You 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target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 中国销量1.55万辆<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 销量1.11万辆<a target=\"_blank\" href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a> 销量0.54万辆问界销量0.39万辆<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a> 小米汽车销量0.35万辆<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$</a> 销量0.34万辆<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 销量0.33万辆<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 中国销量1.55万辆<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 销量1.11万辆<a target=\"_blank\" href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a> 销量0.54万辆问界销量0.39万辆<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a> 小米汽车销量0.35万辆<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$</a> 销量0.34万辆<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 销量0.33万辆<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>","text":"$特斯拉(TSLA)$ 中国销量1.55万辆$理想汽车(LI)$ $理想汽车-W(02015)$ 销量1.11万辆$零跑汽车(09863)$ 销量0.54万辆问界销量0.39万辆$小米集团-W(01810)$ $小米集团ADR(XIACY)$ 小米汽车销量0.35万辆$极氪(ZK)$ 销量0.34万辆$蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$ 销量0.33万辆$小鹏汽车(XPEV)$","images":[{"img":"https://static.tigerbbs.com/da045eb37242847705363de4a071988d","width":"690","height":"1227"},{"img":"https://static.tigerbbs.com/160395f481c0959a0b66ee81679619f9","width":"690","height":"1227"},{"img":"https://static.tigerbbs.com/44dfbb4a45b5230aa7c2d98d2e6eef8b","width":"690","height":"1227"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338014558626288","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":257286999253184,"gmtCreate":1703847839877,"gmtModify":1703847841437,"author":{"id":"3547255265048867","authorId":"3547255265048867","name":"一只小雪球","avatar":"https://static.tigerbbs.com/843fdce803db084a326314ea41391de4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547255265048867","authorIdStr":"3547255265048867"},"themes":[],"htmlText":"老虎有活动，快快来参与","listText":"老虎有活动，快快来参与","text":"老虎有活动，快快来参与","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/257286999253184","isVote":1,"tweetType":1,"viewCount":2243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}