艾虎虎的个人主页 - 老虎社区

艾虎虎

艾虎虎

暂无个人介绍

IP属地：辽宁

9关注

0粉丝

2主题

0勋章

11-20 21:07

涨📈

08-29

这篇文章不错，转发给大家看看

李想解读理想汽车财报：鸿蒙智行是强劲对手，我们持续学习华为

02-09

$理想汽车-W(02015)$

2023-08-08

这篇文章不错，转发给大家看看

Li Auto: Why I Have Doubled My Position Ahead Of Q2

2023-03-31

$理想汽车-W(02015)$

2022-03-09

靠边就赖，别丢人啦

腾龙股份：公司产品目前有部分通过系统供应商间接配套于特斯拉、玛莎拉蒂、奔驰等全球知名汽车品牌

2021-09-01

环比他不说了,自欺欺人

小鹏汽车8月交付7214辆汽车，连续2个月交付量超7千

2021-09-01

就是牛逼，还低调

理想汽车：8月交付9433辆理想ONE，同比增248%

2021-09-01

这才叫实力，好低调

理想汽车8月交付9433辆再创新纪录

2021-04-08

怎么买可转换债券？//@艾未未: 怎么买请指教一下，谢谢！

抱歉，原内容已删除

2021-04-08

怎么买请指教一下，谢谢！

理想汽车宣布拟发行7.5亿美元可转换优先债券

2021-03-03

$特斯拉(TSLA)$刚进就

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3558854582392730","uuid":"3558854582392730","gmtCreate":1595761935399,"gmtModify":1732108309300,"name":"艾虎虎","pinyin":"ahhaihuhu","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/ab55753b9506a20684bd316c12cb1a05","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":9,"tweetSize":16,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.04","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.12","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.05","exceedPercentage":"80.05%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.33%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":"辽宁","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":373064528875608,"gmtCreate":1732108036529,"gmtModify":1732108039565,"author":{"id":"3558854582392730","authorId":"3558854582392730","name":"艾虎虎","avatar":"https://static.tigerbbs.com/ab55753b9506a20684bd316c12cb1a05","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558854582392730","authorIdStr":"3558854582392730"},"themes":[],"htmlText":"涨📈","listText":"涨📈","text":"涨📈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373064528875608","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343471131283520,"gmtCreate":1724884364626,"gmtModify":1724884366117,"author":{"id":"3558854582392730","authorId":"3558854582392730","name":"艾虎虎","avatar":"https://static.tigerbbs.com/ab55753b9506a20684bd316c12cb1a05","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558854582392730","authorIdStr":"3558854582392730"},"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/343471131283520","repostId":"2462498681","repostType":2,"repost":{"id":"2462498681","pubTimestamp":1724859522,"share":"https://www.laohu8.com/m/news/2462498681?lang=&edition=full","pubTime":"2024-08-28 23:38","market":"us","language":"zh","title":"李想解读理想汽车财报：鸿蒙智行是强劲对手，我们持续学习华为","url":"https://stock-news.laohu8.com/highlight/detail?id=2462498681","media":"雷递网","summary":"李想在电话会议上表示，鸿蒙智行是理想汽车在市场上最强劲的对手，双方会长期健康地共存下去。从另一个角度看，理想汽车的核心态度是要长期地、持续地向华为的技术研发体系和经营管理体系学习。","content":"<html><body><p><img image_type=\"1\" img_=\"\" mime_type=\"image/png\" src=\"https://static.tigerbbs.com/1d4461184d0dd26a7b657d6fd7aff1ea\" web_uri=\"tos-cn-i-6w9my0ksvp/f62f4d322a014be6920c82a12235c06f\"/></p><p><span>雷递网 乐天 8月28日</span></p><p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>(Nasdaq: LI; HKEX: 2015)今日公布2024年第二季度财报。理想汽车董事长兼CEO李想、总裁、总工程师马东辉、CFO李铁、销售与服务高级副总裁邹良军出席电话会议。</p><p>李想在电话会议上表示，鸿蒙智行是理想汽车在市场上最强劲的对手，双方会长期健康地共存下去。从另一个角度看，理想汽车的核心态度是要长期地、持续地向华为的技术研发体系和经营管理体系学习。</p><p>“理想汽车作为一个初创企业，这样的学习榜样对我们来讲非常重要。”</p><p>李想还说，“随着我们的智驾的进步，在智驾方面，我们也已经进入了行业第一梯队，而座舱的竞争力也一直保持领先。”</p><p>李铁在电话会议上表示，在2024下半年PV市场大盘保持健康的前提下，公司有信心实现全年50万辆交付。</p><p>财报显示，理想汽车2024年上半年营收573.12亿，较上年同期的474.4亿元增长20.8%。</p><p><img image_type=\"1\" img_=\"\" mime_type=\"image/webp\" src=\"https://static.tigerbbs.com/b369157568a00b40e17dbcb8cbe0c7ae\" web_uri=\"tos-cn-i-6w9my0ksvp/2759928dc9234df3a8c686cc8eb1c9ec\"/></p><p>理想汽车2024年上半年利息收入为14亿元，上年同期的利息收入为8.49亿元；</p><p>理想汽车2024年上半年经营亏损1.17亿，上年同期运营利润20.31亿元；净利为16.92亿元，较上年同期的32.44亿元下降47.8%。</p><p>财报发布后，理想汽车美股大跌超过17%；截至目前，公司股价为17.48美元，市值约185亿美元。</p><p><span>以下是分析师问答环节：</span></p><p>提问：理想今年发力端到端算法和量产研发团队的组建，管理层认为资本市场应当如何评估理想汽车在智驾方面的投入产出效率？</p><p>马东辉：理想汽车在<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶方面的投入产出效率一直是比较高的。关于衡量指标，我们认为是结果导向，应该从两个方面看。第一，用户是否愿意用，比如智驾使用时长，里程数的占比等； 第二，用户是否愿意买。</p><p>从用户端来看，无图NOA从7月份开始全量推送以来，用户对智能驾驶的接受度在提升，城市NOA的日活跃度和行驶里程都明显增加，甚至翻了几倍。</p><p>从市场端来看，智驾对于销量产生了积极的推动作用。潜在用户来门店试驾NOA的比例翻倍增长，并且各个车型的AD Max订单占比都在提升，特别是30万以上车型，AD Max的订单占比已经接近70%。</p><p>我们认为从端到端+VLM开始，智驾研发的门槛已经建立，因为从这一代开始，才是真正使用人工智能的方式去做智驾，而人工智能需要大量的数据和算力，会让具备高阶智驾车辆保有量以及充足研发投入的企业，在智能驾驶方面的优势增加，并且实实在在地促进销量提升，而销量提升又会带来保有量和研发投入的提升，这是一个不断正向滚雪球的过程。</p><p><span>鸿蒙智行是在市场上最强劲的对手</span></p><p>提问： 理想汽车与华为同作为新势力的领头羊，市场特别关注近期问界M7 Pro以及后续家用SUV车型，想请教管理层如何看待这对于理想汽车下半年以及后续销量的影响？</p><p>李想：鸿蒙智行是我们在市场上最强劲的对手，我们认为双方会长期健康地共存下去。从另一个角度看，我们的核心态度是要长期地、持续地向华为的技术研发体系和经营管理体系学习。理想汽车作为一个初创企业，这样的学习榜样对我们来讲非常重要。</p><p>提问：理想汽车的纯电动车型推迟到明年上市，外观会有哪些变化和改善？</p><p>李想：关于纯电车型，理想MEGA已经证明了我们在800V高压纯电三电方面的实力，包括高压平台效率以及完整的充电体验和能力。随着我们的智驾的进步，在智驾方面，我们也已经进入了行业第一梯队，而座舱的竞争力也一直保持领先。</p><p>对于纯电SUV而言，接下来我们需要解决好两个问题：一个是产品的造型设计，另外一个是在纯电产品交付时能够向用户提供超过2000座的超充站。我们对纯电SUV的竞争力还是非常有信心的，我们希望可以通过两年左右的时间进入到高端纯电产品的第一梯队。</p><p>提问：Q3的毛利率指引？</p><p>李铁：上个季度我们给出的车辆毛利率指引是18%，实际达到18.7%，增量来自产品组合的变化和交付量的上升。随着规模效应的优化以及销售政策的调整，第三季度理想的车辆毛利率预计回升一些，达到19%以上，总体毛利率预计会回到20%以上。</p><p><span>有信心实现全年50万辆交付</span></p><p>提问：请管理层分享理想汽车下半年的竞争策略。特别是在没有新车型的情况下，如何保持销量的稳定性，甚至得到一定的提升？</p><p>邹良军：新车型只是促进销量提升的原因之一，高效的销售运营才是促进销量持续增长的重要因素，而这正是我们当前正在做的。接下来，我们将进一步优化门店布局，同时加强线上线索的获取能力，打开我们销售增长的喇叭口，提升销售运营的效率。此外，随着公司近期对智驾加大宣传推广，也助力了我们的销售增长，特别是AD Max车型。</p><p>数据表明，在20万元及以上新能源高端车型中，理想的市场份额由2024年第一季度的13.6%增加至第二季度的14.4%，我们的目标是到2024年第四季度，将这一占比提升至16%。</p><p>李铁：在2024下半年PV市场大盘保持健康的前提下，我们有信心实现全年50万辆交付。</p><p>提问：在新的全年销量指引下，公司如何指引接下来产能扩张节奏和资本开支？</p><p>李铁：关于今年整体的资本开支，现已调整为11-12亿美元。自由现金流方面，6-7月的自由现金流为正，随着资本开支的持续优化和资金使用效率的提升，我们有信心自由现金流也会很快改善。</p><p>提问：理想汽车上半年进行了较多调整，现在对于全年研发费用的预期有没有变化？大概是多少？</p><p>李铁：目前看来，全年的研发费用会控制在120亿元人民币以下。</p><p>提问：如何展望未来端到端自动驾驶技术迭代的方向？理想汽车在这方面的进度如何？</p><p>马东辉：总体而言，目前端到端和VLM模型的迭代速度和效果是超出预期的。我们从7月底开始推送千人早鸟测试，到今天不到一个月时间，模型已经迭代了9个版本，平均3-4天就会更新一次。</p><p>模型训练数据量也从最开始的100万clips增加到230万clips。模型的能力也显著增长，许多早鸟用户也在社交媒体上进行了端到端视频的分享，展示了这套系统在城市道路上优秀的表现。</p><p>同时，模型的快速迭代离不开高效、自动化的能力评测，我们依托世界模型打造了仿真考试系统。在这个系统中，我们通过用户的反馈，使用场景重建和生成技术，建立了错题库和试题集，让模型得到充分的训练和评测。这套考试系统还可以给这个模型在安全、舒适性等多个考核维度的评分。</p><p>我们认为，自动驾驶的研发确实发生了根本性的变化，从过去的功能迭代转变为模型能力的迭代。而迭代速度取决于是否拥有足够的高质量数据和算力，以及自动化的仿真考试系统。</p><p>我们的端到端+VLM这套系统，预计9月份会进行更大规模的，万名用户的测试。</p><p>提问：市场非常关注<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的Robotaxi的发布，理想汽车对于Robotaxi有怎样的判断或展望？</p><p>马东辉：关于robotaxi，我们认为，当L4级自动驾驶实现后，网约车和出租车的需求会大幅下降，这个市场还需要更长的时间去洞察。</p><p><span>销售更多权利下放到了省区</span></p><p>提问：近期在国内消费疲软的环境下公司L系列销售持续增长，有些什么特别的原因，是否受益于高端车市竞争环境改善？</p><p>邹良军：我认为，近期销量增长的主要原因是L系列强劲的产品竞争力，以及公司在市场的适应性和快速调整能力实现的。</p><p>第二季度，除了在传统的销售渠道持续发力，我们还开拓了新的线上渠道，比如抖音平台，这为公司带来了显著的销售线索增量，帮助我们实现了销量增长。</p><p>此外，公司正在进行新的销售体系变革，将更多的权利下放到了省区，在完成公司给定利润目标的前提下，让各地可以因地制宜、灵活地进行销售调整，从而使各省区的销售潜力得以充分释放。</p><p>最后，从2024年6月份开始，20万以上市场的新能源渗透率已经超过了50%，这是一个关键节点，新能源汽车的市场地位将进一步得到巩固。我认为高端新能源汽车市场将经历一场集中度的提升。而理想汽车也一定会成为这一市场集中度提升过程的主要受益者之一。</p><p>提问：能否分享一些对于明年纯电动车型做的准备工作，在新技术的采用方面有没有一些变化？以及在产业链上的产能准备规划大致上是一个什么样的量级？</p><p>马东辉：理想汽车2025年会推出多款800V高压纯电车型。</p><p>研发方面，整体开发进度正常。目前，已经完成多次小批量的样车试制生产；也根据标定和试验验证计划，完成了高温高湿，疲劳耐久等相关测试和性能摸底。</p><p>在产业链的产能准备方面，整体进度也是正常在推进，纯电车型的产能规划能够满足销量需求。生产整车的厂房目前已经建设完毕，四大工艺的生产线正在安装调试中；另外，我们纯电车型会搭载自研自制的核心零部件，这些零部件也正在进行性能测试中。外部的供应商合作伙伴的产能规划和开发进度，也都按照计划顺利进行。</p><p>我们有信心，能够确保纯电车型按计划交付。</p><p>提问：之前说会调整L8展位安排，提振高价格带产品，渠道调整是否有效？</p><p>邹良军：随着更多中心店的开设，L8的展位数量正在逐渐恢复。此外，我们还开拓了新的线上渠道，比如抖音平台，以保证L8能够获得充足的销售线索。因此，从4月份开始，L8的销量一直在稳步提升，目前，L8单月交付量已经恢复到了6000-7000的水平。</p><p>提问：在营销网络方面，经过对上半年的回顾，理想汽车做了很多的改进和调整，比如提升中心门店比例等方式，能否再详细再分享一下上述改变背后的逻辑？目前的渠道端对明年纯电车车型上市还需要做哪些调整和准备？</p><p>邹良军：首先，我们仍将坚持直营的销售模式，将我们的所有产品都尽量在零售展厅进行展出。中心店的面积较大，可展示9-11辆车，我们会陈列我们所有的在售车型。</p><p>今年以来，我们在销售渠道上进行了多次调整，逐步用头部汽车城的中心店取代现有网络的尾部商场店。我们将聚焦全国TOP150城市中最优质的汽车城，在这些最优秀的汽车城内开设高品质的大型门店。</p><p>从目前取得的成绩来看，中心店占比已经从23年年底的24%，提升至24年6月底的31%，计划今年年底进一步提升至接近50%。明年我们将继续提高中心店比例，增加展位数量。</p><p>随着中心店占比的提升，门店展厅容量也有所提高。理想汽车的门店展位数量已经从23年底的4.6台/店，提升到24年6月底的5.1台/店，计划今年年底进一步提升至6台/店。理想汽车的全国总展位数量从23年底的2642个，提升到24年6月底的2919个，计划今年年底进一步提升至3600个以上。</p><p><span><span>———————————————</span></span></p><p><span><span>雷递由媒体人雷建平创办，若转载请写明来源。</span></span></p></body></html>","source":"leinews_highlight","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>李想解读理想汽车财报：鸿蒙智行是强劲对手，我们持续学习华为</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\">\n李想解读理想汽车财报：鸿蒙智行是强劲对手，我们持续学习华为\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-28 23:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.leinews.com/n27605/detail.html><strong>雷递网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷递网 乐天 8月28日理想汽车(Nasdaq: LI; HKEX: 2015)今日公布2024年第二季度财报。理想汽车董事长兼CEO李想、总裁、总工程师马东辉、CFO李铁、销售与服务高级副总裁邹良军出席电话会议。李想在电话会议上表示，鸿蒙智行是理想汽车在市场上最强劲的对手，双方会长期健康地共存下去。从另一个角度看，理想汽车的核心态度是要长期地、持续地向华为的技术研发体系和经营管理体系学习。“...</p>\n\n<a href=\"https://www.leinews.com/n27605/detail.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://leidinews-1256465536.cos.ap-chengdu.myqcloud.com/u_News/20240828/6386048511682066007605261.jpg","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"https://www.leinews.com/n27605/detail.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2462498681","content_text":"雷递网 乐天 8月28日理想汽车(Nasdaq: LI; HKEX: 2015)今日公布2024年第二季度财报。理想汽车董事长兼CEO李想、总裁、总工程师马东辉、CFO李铁、销售与服务高级副总裁邹良军出席电话会议。李想在电话会议上表示，鸿蒙智行是理想汽车在市场上最强劲的对手，双方会长期健康地共存下去。从另一个角度看，理想汽车的核心态度是要长期地、持续地向华为的技术研发体系和经营管理体系学习。“理想汽车作为一个初创企业，这样的学习榜样对我们来讲非常重要。”李想还说，“随着我们的智驾的进步，在智驾方面，我们也已经进入了行业第一梯队，而座舱的竞争力也一直保持领先。”李铁在电话会议上表示，在2024下半年PV市场大盘保持健康的前提下，公司有信心实现全年50万辆交付。财报显示，理想汽车2024年上半年营收573.12亿，较上年同期的474.4亿元增长20.8%。理想汽车2024年上半年利息收入为14亿元，上年同期的利息收入为8.49亿元；理想汽车2024年上半年经营亏损1.17亿，上年同期运营利润20.31亿元；净利为16.92亿元，较上年同期的32.44亿元下降47.8%。财报发布后，理想汽车美股大跌超过17%；截至目前，公司股价为17.48美元，市值约185亿美元。以下是分析师问答环节：提问：理想今年发力端到端算法和量产研发团队的组建，管理层认为资本市场应当如何评估理想汽车在智驾方面的投入产出效率？马东辉：理想汽车在智能驾驶方面的投入产出效率一直是比较高的。关于衡量指标，我们认为是结果导向，应该从两个方面看。第一，用户是否愿意用，比如智驾使用时长，里程数的占比等； 第二，用户是否愿意买。从用户端来看，无图NOA从7月份开始全量推送以来，用户对智能驾驶的接受度在提升，城市NOA的日活跃度和行驶里程都明显增加，甚至翻了几倍。从市场端来看，智驾对于销量产生了积极的推动作用。潜在用户来门店试驾NOA的比例翻倍增长，并且各个车型的AD Max订单占比都在提升，特别是30万以上车型，AD Max的订单占比已经接近70%。我们认为从端到端+VLM开始，智驾研发的门槛已经建立，因为从这一代开始，才是真正使用人工智能的方式去做智驾，而人工智能需要大量的数据和算力，会让具备高阶智驾车辆保有量以及充足研发投入的企业，在智能驾驶方面的优势增加，并且实实在在地促进销量提升，而销量提升又会带来保有量和研发投入的提升，这是一个不断正向滚雪球的过程。鸿蒙智行是在市场上最强劲的对手提问： 理想汽车与华为同作为新势力的领头羊，市场特别关注近期问界M7 Pro以及后续家用SUV车型，想请教管理层如何看待这对于理想汽车下半年以及后续销量的影响？李想：鸿蒙智行是我们在市场上最强劲的对手，我们认为双方会长期健康地共存下去。从另一个角度看，我们的核心态度是要长期地、持续地向华为的技术研发体系和经营管理体系学习。理想汽车作为一个初创企业，这样的学习榜样对我们来讲非常重要。提问：理想汽车的纯电动车型推迟到明年上市，外观会有哪些变化和改善？李想：关于纯电车型，理想MEGA已经证明了我们在800V高压纯电三电方面的实力，包括高压平台效率以及完整的充电体验和能力。随着我们的智驾的进步，在智驾方面，我们也已经进入了行业第一梯队，而座舱的竞争力也一直保持领先。对于纯电SUV而言，接下来我们需要解决好两个问题：一个是产品的造型设计，另外一个是在纯电产品交付时能够向用户提供超过2000座的超充站。我们对纯电SUV的竞争力还是非常有信心的，我们希望可以通过两年左右的时间进入到高端纯电产品的第一梯队。提问：Q3的毛利率指引？李铁：上个季度我们给出的车辆毛利率指引是18%，实际达到18.7%，增量来自产品组合的变化和交付量的上升。随着规模效应的优化以及销售政策的调整，第三季度理想的车辆毛利率预计回升一些，达到19%以上，总体毛利率预计会回到20%以上。有信心实现全年50万辆交付提问：请管理层分享理想汽车下半年的竞争策略。特别是在没有新车型的情况下，如何保持销量的稳定性，甚至得到一定的提升？邹良军：新车型只是促进销量提升的原因之一，高效的销售运营才是促进销量持续增长的重要因素，而这正是我们当前正在做的。接下来，我们将进一步优化门店布局，同时加强线上线索的获取能力，打开我们销售增长的喇叭口，提升销售运营的效率。此外，随着公司近期对智驾加大宣传推广，也助力了我们的销售增长，特别是AD Max车型。数据表明，在20万元及以上新能源高端车型中，理想的市场份额由2024年第一季度的13.6%增加至第二季度的14.4%，我们的目标是到2024年第四季度，将这一占比提升至16%。李铁：在2024下半年PV市场大盘保持健康的前提下，我们有信心实现全年50万辆交付。提问：在新的全年销量指引下，公司如何指引接下来产能扩张节奏和资本开支？李铁：关于今年整体的资本开支，现已调整为11-12亿美元。自由现金流方面，6-7月的自由现金流为正，随着资本开支的持续优化和资金使用效率的提升，我们有信心自由现金流也会很快改善。提问：理想汽车上半年进行了较多调整，现在对于全年研发费用的预期有没有变化？大概是多少？李铁：目前看来，全年的研发费用会控制在120亿元人民币以下。提问：如何展望未来端到端自动驾驶技术迭代的方向？理想汽车在这方面的进度如何？马东辉：总体而言，目前端到端和VLM模型的迭代速度和效果是超出预期的。我们从7月底开始推送千人早鸟测试，到今天不到一个月时间，模型已经迭代了9个版本，平均3-4天就会更新一次。模型训练数据量也从最开始的100万clips增加到230万clips。模型的能力也显著增长，许多早鸟用户也在社交媒体上进行了端到端视频的分享，展示了这套系统在城市道路上优秀的表现。同时，模型的快速迭代离不开高效、自动化的能力评测，我们依托世界模型打造了仿真考试系统。在这个系统中，我们通过用户的反馈，使用场景重建和生成技术，建立了错题库和试题集，让模型得到充分的训练和评测。这套考试系统还可以给这个模型在安全、舒适性等多个考核维度的评分。我们认为，自动驾驶的研发确实发生了根本性的变化，从过去的功能迭代转变为模型能力的迭代。而迭代速度取决于是否拥有足够的高质量数据和算力，以及自动化的仿真考试系统。我们的端到端+VLM这套系统，预计9月份会进行更大规模的，万名用户的测试。提问：市场非常关注特斯拉的Robotaxi的发布，理想汽车对于Robotaxi有怎样的判断或展望？马东辉：关于robotaxi，我们认为，当L4级自动驾驶实现后，网约车和出租车的需求会大幅下降，这个市场还需要更长的时间去洞察。销售更多权利下放到了省区提问：近期在国内消费疲软的环境下公司L系列销售持续增长，有些什么特别的原因，是否受益于高端车市竞争环境改善？邹良军：我认为，近期销量增长的主要原因是L系列强劲的产品竞争力，以及公司在市场的适应性和快速调整能力实现的。第二季度，除了在传统的销售渠道持续发力，我们还开拓了新的线上渠道，比如抖音平台，这为公司带来了显著的销售线索增量，帮助我们实现了销量增长。此外，公司正在进行新的销售体系变革，将更多的权利下放到了省区，在完成公司给定利润目标的前提下，让各地可以因地制宜、灵活地进行销售调整，从而使各省区的销售潜力得以充分释放。最后，从2024年6月份开始，20万以上市场的新能源渗透率已经超过了50%，这是一个关键节点，新能源汽车的市场地位将进一步得到巩固。我认为高端新能源汽车市场将经历一场集中度的提升。而理想汽车也一定会成为这一市场集中度提升过程的主要受益者之一。提问：能否分享一些对于明年纯电动车型做的准备工作，在新技术的采用方面有没有一些变化？以及在产业链上的产能准备规划大致上是一个什么样的量级？马东辉：理想汽车2025年会推出多款800V高压纯电车型。研发方面，整体开发进度正常。目前，已经完成多次小批量的样车试制生产；也根据标定和试验验证计划，完成了高温高湿，疲劳耐久等相关测试和性能摸底。在产业链的产能准备方面，整体进度也是正常在推进，纯电车型的产能规划能够满足销量需求。生产整车的厂房目前已经建设完毕，四大工艺的生产线正在安装调试中；另外，我们纯电车型会搭载自研自制的核心零部件，这些零部件也正在进行性能测试中。外部的供应商合作伙伴的产能规划和开发进度，也都按照计划顺利进行。我们有信心，能够确保纯电车型按计划交付。提问：之前说会调整L8展位安排，提振高价格带产品，渠道调整是否有效？邹良军：随着更多中心店的开设，L8的展位数量正在逐渐恢复。此外，我们还开拓了新的线上渠道，比如抖音平台，以保证L8能够获得充足的销售线索。因此，从4月份开始，L8的销量一直在稳步提升，目前，L8单月交付量已经恢复到了6000-7000的水平。提问：在营销网络方面，经过对上半年的回顾，理想汽车做了很多的改进和调整，比如提升中心门店比例等方式，能否再详细再分享一下上述改变背后的逻辑？目前的渠道端对明年纯电车车型上市还需要做哪些调整和准备？邹良军：首先，我们仍将坚持直营的销售模式，将我们的所有产品都尽量在零售展厅进行展出。中心店的面积较大，可展示9-11辆车，我们会陈列我们所有的在售车型。今年以来，我们在销售渠道上进行了多次调整，逐步用头部汽车城的中心店取代现有网络的尾部商场店。我们将聚焦全国TOP150城市中最优质的汽车城，在这些最优秀的汽车城内开设高品质的大型门店。从目前取得的成绩来看，中心店占比已经从23年年底的24%，提升至24年6月底的31%，计划今年年底进一步提升至接近50%。明年我们将继续提高中心店比例，增加展位数量。随着中心店占比的提升，门店展厅容量也有所提高。理想汽车的门店展位数量已经从23年底的4.6台/店，提升到24年6月底的5.1台/店，计划今年年底进一步提升至6台/店。理想汽车的全国总展位数量从23年底的2642个，提升到24年6月底的2919个，计划今年年底进一步提升至3600个以上。———————————————雷递由媒体人雷建平创办，若转载请写明来源。","news_type":1},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":272090005069952,"gmtCreate":1707466039486,"gmtModify":1707466040354,"author":{"id":"3558854582392730","authorId":"3558854582392730","name":"艾虎虎","avatar":"https://static.tigerbbs.com/ab55753b9506a20684bd316c12cb1a05","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558854582392730","authorIdStr":"3558854582392730"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a>","text":"$理想汽车-W(02015)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/272090005069952","isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206461908901976,"gmtCreate":1691437351596,"gmtModify":1691437352884,"author":{"id":"3558854582392730","authorId":"3558854582392730","name":"艾虎虎","avatar":"https://static.tigerbbs.com/ab55753b9506a20684bd316c12cb1a05","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558854582392730","authorIdStr":"3558854582392730"},"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/206461908901976","repostId":"2357628082","repostType":2,"repost":{"id":"2357628082","pubTimestamp":1691398660,"share":"https://www.laohu8.com/m/news/2357628082?lang=&edition=full","pubTime":"2023-08-07 16:57","market":"us","language":"en","title":"Li Auto: Why I Have Doubled My Position Ahead Of Q2","url":"https://stock-news.laohu8.com/highlight/detail?id=2357628082","media":"seekingalpha","summary":"Robert Way/iStock Editorial via Getty ImagesElectric vehicle startup Li Auto  presented its delivery accomplishments for the month of July earlier this week and the company crushed the competition in terms of delivery growth again. Li Auto continues to present the deepest value for me in the industry group, based off of delivery accomplishments and valuation, and the company is set for a strong Q2 earnings release on August 8, 2023, in my opinion. This article compares Li Auto’s delivery accomplishments in July with those of XPeng  and NIO  and explains why I doubled my investment in the EV maker ahead of the Q2 earnings report!which would make Li Auto the first of the three EV companies discussed here that is proving to investors that it can make a profit on its electric vehicle operations. Considering this backdrop, and especially Li Auto's stellar delivery performance in the last three months, the EV company has a lot of surprise potential when it reports earnings for its second fis","content":"<html><body><figure><picture> <img height=\"1024px\" loading=\"lazy\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1504203878/image_1504203878.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1504203878/image_1504203878.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1504203878/image_1504203878.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1504203878/image_1504203878.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1504203878/image_1504203878.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1504203878/image_1504203878.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1504203878/image_1504203878.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1504203878/image_1504203878.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1504203878/image_1504203878.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>Robert Way/iStock Editorial via Getty Images</p></figcaption></figure><p>Electric vehicle startup Li Auto (<span>NASDAQ:LI</span>) presented its delivery accomplishments for the month of July earlier this week and the company crushed the competition in terms of delivery growth again. Li Auto continues to present the deepest value for me<span> in the industry group, based off of delivery accomplishments and valuation, and the company is set for a strong Q2 earnings release on August 8, 2023, in my opinion. This article compares Li Auto’s delivery accomplishments in July with those of XPeng (</span>XPEV<span>) and NIO (</span>NIO<span>) and explains why I doubled my investment in the EV maker ahead of the Q2 earnings report!</span></p> <figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/8/5/saupload_098e931697c4e0036fc787a8e77144e1.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure> <h2><strong>Li Auto: outpacing its rivals in the competitive Chinese EV market</strong></h2> <p>Li Auto has consistently produced the strongest delivery growth rates in the last couple of months due to robust demand for its Li<span> L7 and Li L8 electric vehicle as well as strong execution with its EV production ramp. In the month of July, Li Auto </span>delivered<span> 34,134 electric vehicles to customers, showing a year over year growth rate of 227.5%. It was the second consecutive quarter of deliveries exceeding 30 thousand EVs.</span></p> <p>Li Auto’s July delivery card was significantly better (again) than those of NIO and XPeng. NIO delivered 20,462 electric vehicles in July 2023, showing an increase of 103.6% year over year. XPeng is still struggling and delivered only 11,008 electric vehicles last month, showing a 4.5% decline year over year.</p> <p>However, XPeng's situation is improving: July was the sixth straight month in which deliveries grew on a month over month basis in FY 2023. XPeng also recently announced a strategic partnership with German car brand Volkswagen (OTCPK:VWAGY) which caused me to upgrade the EV maker’s shares despite suboptimal delivery growth relative to its rivals Li Auto and NIO.</p> <span><span><span></span><table> <tr> <td><p>Deliveries</p></td> <td><p>May-23</p></td> <td><p>May Y/Y Growth</p></td> <td><p>Jun-23</p></td> <td><p>June Y/Y Growth</p></td> <td><p>Jul-23</p></td> <td><p>July Y/Y Growth</p></td> </tr> <tr> <td><p><strong>LI</strong></p></td> <td><p><strong>28,277</strong></p></td> <td><p><strong>146.0%</strong></p></td> <td><p><strong>32,575</strong></p></td> <td><p><strong>150.1%</strong></p></td> <td><p><strong>34,134</strong></p></td> <td><p><strong>227.5%</strong></p></td> </tr> <tr> <td><p>NIO</p></td> <td><p>6,155</p></td> <td><p>-12.4%</p></td> <td><p>10,707</p></td> <td><p>-17.4%</p></td> <td><p>20,462</p></td> <td><p>103.6%</p></td> </tr> <tr> <td><p>XPEV</p></td> <td><p>7,506</p></td> <td><p>-25.9%</p></td> <td><p>8,620</p></td> <td><p>-43.0%</p></td> <td><p>11,008</p></td> <td><p>-4.5%</p></td> </tr> </table> <span></span></span><button><svg viewbox=\"0 0 16 16\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16 11a5 5 0 0 1-5 5H5a5 5 0 0 1-5-5V5a5 5 0 0 1 5-5h6a5 5 0 0 1 5 5v6zm-4.5-2.5h2v-6h-6v2h4v4zm-9-1h2v4h4v2h-6v-6z\" fill-rule=\"evenodd\"></path></svg>Click to enlarge</button></span> <p>(Source: Author)</p> <h2><strong>Strong surprise potential for Q2</strong></h2> <p>The combination of the fastest delivery growth in the EV industry paired with Li Auto’s comparatively low valuation on a revenue basis is what makes the EV maker a top value play for EV investors, in my opinion. Additionally, Li Auto, and I said this repeatedly, is, as opposed to other EV car brands on the brink of reporting positive EPS on a full-year basis in FY 2023… which would make Li Auto the first of the three EV companies discussed here that is proving to investors that it can make a profit on its electric vehicle operations.</p> <p>Considering this backdrop, and especially Li Auto's stellar delivery performance in the last three months, the EV company has a lot of surprise potential when it reports earnings for its second fiscal quarter on August 8, 2023. In fact, I doubled my position in Li Auto ahead of Tuesday's earnings release, a direct response of Li Auto's July delivery card.</p> <p>In the last 90 days there were three Q2'23 EPS upside revisions (and zero downside revisions). Revenue estimates went up three times compared to one revenue downside revision.</p> <p>More impressive is the trend for Li Auto's FY 2023 revenue and EPS estimates, however: revenue predictions for Li Auto's annual revenue volume were raised 25 times compared to 2 downside revisions. There are currently 11 EPS upside revisions compared to 0 downside revisions. Analysts now widely expect Li Auto to have a profitable FY 2023.</p> <figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"223\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/8/5/53926820-16912227294509273.png\" width=\"640\"/></span><figcaption><p><span>Source: Seeking Alpha</span></p></figcaption></figure><h2>Delivery outlook for Q3'23</h2> <p>The most important part of Li Auto's earnings report for Q2'23 will be the firm's outlook for the third-quarter. Li Auto delivered 86,533 electric vehicles in the second-quarter, showing a Q/Q increase of 65%. Given that Li Auto's delivery growth accelerated in both June and July 2023, I believe the electric vehicle company could guide for 100-110 thousand deliveries for the current quarter.</p> <h2>Li Auto's valuation signals deep value in the industry group</h2> <p>Li Auto's delivery performance has left the direct EV competition in the dust in the last couple of months and still Li Auto is trading at a relatively low P/S ratio in the industry group, which I find truly amazing.</p> <p>Li Auto is expected to generate $22.1B in revenues in FY 2024, implying near-50% top line growth. Li Auto is therefore currently trading at a P/S ratio of 2.03X. NIO and XPeng have FY 2024-based revenue multipliers of 1.94X and 2.10X. Considering that Li Auto is growing the fastest and has a much higher monthly delivery volume than either XPeng or NIO, I believe Li Auto remains the best value for EV investors.</p> <figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" height=\"202\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/8/5/53926820-16912280414914074.png\" width=\"640\"/></span> </picture><figcaption><p><span>Source: Seeking Alpha</span></p></figcaption></figure><h2><strong>Risks with Li Auto</strong></h2> <p>Considering that Li Auto still has a low price-to-revenue ratio and considering how much faster the company is growing relative to rivals, Li Auto has the best risk profile in the industry, in my opinion. Going forward, margin trends could either increase or limit Li Auto's revaluation potential, however. Li Auto's vehicle margins declined 0.2% Q/Q in Q1'23 to 19.8% and a successive margin decline could impact how investors feel about the company's pricing power and revenue potential. An accelerating down-trend in Li Auto's vehicle margins would likely be a negative event for the company and its shares.</p> <h2><strong>Closing thoughts</strong></h2> <div></div> <p>I have doubled my position in Li Auto ahead of Q2'23, which is a direct result of the firm's truly impressive delivery card for the month of July: Li Auto delivered, for the second time in a row more than 30 thousand electric vehicles to its customers in a single month. Li Auto is headed for a strong Q2 earnings release next Tuesday, in my opinion and the firm is likely, given its recent delivery momentum, to submit strong Q3 delivery guidance as well. Given the acceleration of delivery growth in the last couple of months, I believe Li Auto could crush expectations for its Q2 on Tuesday!</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>Li Auto: Why I Have Doubled My Position Ahead Of Q2</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\">\nLi Auto: Why I Have Doubled My Position Ahead Of Q2\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-07 16:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4624839-li-auto-earnings-preview-doubled-my-position-ahead-of-q2><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Robert Way/iStock Editorial via Getty ImagesElectric vehicle startup Li Auto (NASDAQ:LI) presented its delivery accomplishments for the month of July earlier this week and the company crushed the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4624839-li-auto-earnings-preview-doubled-my-position-ahead-of-q2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1504203878/image_1504203878.jpg","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","LI":"理想汽车","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4509":"腾讯概念","XPEV":"小鹏汽车","BK4588":"碎股","BK4526":"热门中概股","BK4503":"景林资产持仓","NIO":"蔚来","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","09866":"蔚来-SW","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4563":"昨日强势股","BK4548":"巴美列捷福持仓","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4624839-li-auto-earnings-preview-doubled-my-position-ahead-of-q2","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2357628082","content_text":"Robert Way/iStock Editorial via Getty ImagesElectric vehicle startup Li Auto (NASDAQ:LI) presented its delivery accomplishments for the month of July earlier this week and the company crushed the competition in terms of delivery growth again. Li Auto continues to present the deepest value for me in the industry group, based off of delivery accomplishments and valuation, and the company is set for a strong Q2 earnings release on August 8, 2023, in my opinion. This article compares Li Auto’s delivery accomplishments in July with those of XPeng (XPEV) and NIO (NIO) and explains why I doubled my investment in the EV maker ahead of the Q2 earnings report! Data by YCharts Li Auto: outpacing its rivals in the competitive Chinese EV market Li Auto has consistently produced the strongest delivery growth rates in the last couple of months due to robust demand for its Li L7 and Li L8 electric vehicle as well as strong execution with its EV production ramp. In the month of July, Li Auto delivered 34,134 electric vehicles to customers, showing a year over year growth rate of 227.5%. It was the second consecutive quarter of deliveries exceeding 30 thousand EVs. Li Auto’s July delivery card was significantly better (again) than those of NIO and XPeng. NIO delivered 20,462 electric vehicles in July 2023, showing an increase of 103.6% year over year. XPeng is still struggling and delivered only 11,008 electric vehicles last month, showing a 4.5% decline year over year. However, XPeng's situation is improving: July was the sixth straight month in which deliveries grew on a month over month basis in FY 2023. XPeng also recently announced a strategic partnership with German car brand Volkswagen (OTCPK:VWAGY) which caused me to upgrade the EV maker’s shares despite suboptimal delivery growth relative to its rivals Li Auto and NIO.   Deliveries May-23 May Y/Y Growth Jun-23 June Y/Y Growth Jul-23 July Y/Y Growth   LI 28,277 146.0% 32,575 150.1% 34,134 227.5%   NIO 6,155 -12.4% 10,707 -17.4% 20,462 103.6%   XPEV 7,506 -25.9% 8,620 -43.0% 11,008 -4.5%   Click to enlarge (Source: Author) Strong surprise potential for Q2 The combination of the fastest delivery growth in the EV industry paired with Li Auto’s comparatively low valuation on a revenue basis is what makes the EV maker a top value play for EV investors, in my opinion. Additionally, Li Auto, and I said this repeatedly, is, as opposed to other EV car brands on the brink of reporting positive EPS on a full-year basis in FY 2023… which would make Li Auto the first of the three EV companies discussed here that is proving to investors that it can make a profit on its electric vehicle operations. Considering this backdrop, and especially Li Auto's stellar delivery performance in the last three months, the EV company has a lot of surprise potential when it reports earnings for its second fiscal quarter on August 8, 2023. In fact, I doubled my position in Li Auto ahead of Tuesday's earnings release, a direct response of Li Auto's July delivery card. In the last 90 days there were three Q2'23 EPS upside revisions (and zero downside revisions). Revenue estimates went up three times compared to one revenue downside revision. More impressive is the trend for Li Auto's FY 2023 revenue and EPS estimates, however: revenue predictions for Li Auto's annual revenue volume were raised 25 times compared to 2 downside revisions. There are currently 11 EPS upside revisions compared to 0 downside revisions. Analysts now widely expect Li Auto to have a profitable FY 2023. Source: Seeking AlphaDelivery outlook for Q3'23 The most important part of Li Auto's earnings report for Q2'23 will be the firm's outlook for the third-quarter. Li Auto delivered 86,533 electric vehicles in the second-quarter, showing a Q/Q increase of 65%. Given that Li Auto's delivery growth accelerated in both June and July 2023, I believe the electric vehicle company could guide for 100-110 thousand deliveries for the current quarter. Li Auto's valuation signals deep value in the industry group Li Auto's delivery performance has left the direct EV competition in the dust in the last couple of months and still Li Auto is trading at a relatively low P/S ratio in the industry group, which I find truly amazing. Li Auto is expected to generate $22.1B in revenues in FY 2024, implying near-50% top line growth. Li Auto is therefore currently trading at a P/S ratio of 2.03X. NIO and XPeng have FY 2024-based revenue multipliers of 1.94X and 2.10X. Considering that Li Auto is growing the fastest and has a much higher monthly delivery volume than either XPeng or NIO, I believe Li Auto remains the best value for EV investors.   Source: Seeking AlphaRisks with Li Auto Considering that Li Auto still has a low price-to-revenue ratio and considering how much faster the company is growing relative to rivals, Li Auto has the best risk profile in the industry, in my opinion. Going forward, margin trends could either increase or limit Li Auto's revaluation potential, however. Li Auto's vehicle margins declined 0.2% Q/Q in Q1'23 to 19.8% and a successive margin decline could impact how investors feel about the company's pricing power and revenue potential. An accelerating down-trend in Li Auto's vehicle margins would likely be a negative event for the company and its shares. Closing thoughts  I have doubled my position in Li Auto ahead of Q2'23, which is a direct result of the firm's truly impressive delivery card for the month of July: Li Auto delivered, for the second time in a row more than 30 thousand electric vehicles to its customers in a single month. Li Auto is headed for a strong Q2 earnings release next Tuesday, in my opinion and the firm is likely, given its recent delivery momentum, to submit strong Q3 delivery guidance as well. Given the acceleration of delivery growth in the last couple of months, I believe Li Auto could crush expectations for its Q2 on Tuesday!","news_type":1},"isVote":1,"tweetType":1,"viewCount":915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659441320,"gmtCreate":1680225838660,"gmtModify":1680225839388,"author":{"id":"3558854582392730","authorId":"3558854582392730","name":"艾虎虎","avatar":"https://static.tigerbbs.com/ab55753b9506a20684bd316c12cb1a05","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558854582392730","authorIdStr":"3558854582392730"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$理想汽车-W(02015)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659441320","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":635961377,"gmtCreate":1646799304608,"gmtModify":1646799304608,"author":{"id":"3558854582392730","authorId":"3558854582392730","name":"艾虎虎","avatar":"https://static.tigerbbs.com/ab55753b9506a20684bd316c12cb1a05","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558854582392730","authorIdStr":"3558854582392730"},"themes":[],"htmlText":"靠边就赖，别丢人啦","listText":"靠边就赖，别丢人啦","text":"靠边就赖，别丢人啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635961377","repostId":"2217475605","repostType":2,"repost":{"id":"2217475605","pubTimestamp":1646735640,"share":"https://www.laohu8.com/m/news/2217475605?lang=&edition=full","pubTime":"2022-03-08 18:34","market":"us","language":"zh","title":"腾龙股份：公司产品目前有部分通过系统供应商间接配套于特斯拉、玛莎拉蒂、奔驰等全球知名汽车品牌","url":"https://stock-news.laohu8.com/highlight/detail?id=2217475605","media":"每日经济新闻","summary":"每经AI快讯，有投资者在投资者互动平台提问：你好，国产特斯拉是否贵公司现有的客户，公司在新能源汽车的份额占比大概是多少？腾龙股份(603158.SH)3月8日在投资者互动平台表示，公司产品目前有部分通过系统供应商间接配套于特斯拉、玛莎拉蒂、奔驰等全球知名汽车品牌。根据公司召开的2021年半年度业绩说明会，2021年上半年新能源车相关产品在热管理系统管路产品收入中占比为 30%左右，结合新能源车单车价值量提升以及新能源车未来发展前景考虑，公司将继续加大新能源车市场拓展力度。（文章来源：每日经济新闻）","content":"<div>\n<p>每经AI快讯，有投资者在投资者互动平台提问：你好，国产特斯拉是否贵公司现有的客户，公司在新能源汽车的份额占比大概是多少？腾龙股份(603158.SH)3月8日在投资者互动平台表示，公司产品目前有部分通过系统供应商间接配套于特斯拉、玛莎拉蒂、奔驰等全球知名汽车品牌。根据公司召开的2021年半年度业绩说明会，2021年上半年新能源车相关产品在热管理系统管路产品收入中占比为 30%左右，结合新能源车单车...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20220308184058799fd9a2&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾龙股份：公司产品目前有部分通过系统供应商间接配套于特斯拉、玛莎拉蒂、奔驰等全球知名汽车品牌</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\">\n腾龙股份：公司产品目前有部分通过系统供应商间接配套于特斯拉、玛莎拉蒂、奔驰等全球知名汽车品牌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-08 18:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20220308184058799fd9a2&s=b><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>每经AI快讯，有投资者在投资者互动平台提问：你好，国产特斯拉是否贵公司现有的客户，公司在新能源汽车的份额占比大概是多少？腾龙股份(603158.SH)3月8日在投资者互动平台表示，公司产品目前有部分通过系统供应商间接配套于特斯拉、玛莎拉蒂、奔驰等全球知名汽车品牌。根据公司召开的2021年半年度业绩说明会，2021年上半年新能源车相关产品在热管理系统管路产品收入中占比为 30%左右，结合新能源车单车...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20220308184058799fd9a2&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"603158":"腾龙股份","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20220308184058799fd9a2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2217475605","content_text":"每经AI快讯，有投资者在投资者互动平台提问：你好，国产特斯拉是否贵公司现有的客户，公司在新能源汽车的份额占比大概是多少？腾龙股份(603158.SH)3月8日在投资者互动平台表示，公司产品目前有部分通过系统供应商间接配套于特斯拉、玛莎拉蒂、奔驰等全球知名汽车品牌。根据公司召开的2021年半年度业绩说明会，2021年上半年新能源车相关产品在热管理系统管路产品收入中占比为 30%左右，结合新能源车单车价值量提升以及新能源车未来发展前景考虑，公司将继续加大新能源车市场拓展力度。（文章来源：每日经济新闻）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816692285,"gmtCreate":1630493320547,"gmtModify":1630493320547,"author":{"id":"3558854582392730","authorId":"3558854582392730","name":"艾虎虎","avatar":"https://static.tigerbbs.com/ab55753b9506a20684bd316c12cb1a05","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558854582392730","authorIdStr":"3558854582392730"},"themes":[],"htmlText":"环比他不说了,自欺欺人","listText":"环比他不说了,自欺欺人","text":"环比他不说了,自欺欺人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816692285","repostId":"1191600729","repostType":2,"repost":{"id":"1191600729","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1630488653,"share":"https://www.laohu8.com/m/news/1191600729?lang=&edition=full","pubTime":"2021-09-01 17:30","market":"us","language":"zh","title":"小鹏汽车8月交付7214辆汽车，连续2个月交付量超7千","url":"https://stock-news.laohu8.com/highlight/detail?id=1191600729","media":"老虎资讯综合","summary":"小鹏汽车：8月总交付7,214台，连续2个月交付量超7千。小鹏P78月交付6,165台，连续4个月创历史新高。今年1-8月累计交付45,992台，同比大增334%。\n小鹏汽车：8月我们完成了G3到G3","content":"<p>小鹏汽车：8月总交付7,214台，连续2个月交付量超7千。小鹏P78月交付6,165台，连续4个月创历史新高。今年1-8月累计交付45,992台，同比大增334%。</p>\n<p>小鹏汽车：8月我们完成了G3到G3i的生产切换，从下月起，备受鹏友期待的改款车型G3i即将进入规模交付阶段！</p>\n<p>我们的肇庆工厂已经于8月开始每天安排两个生产班次。肇庆工厂二期扩建项目已经启动，在明年上半年内，肇庆工厂设计产能将提高到每年超过20万辆；广州工厂建设进展顺利，预计明年三季度可以正式开始量产。<img src=\"https://static.tigerbbs.com/52a78e2db714c13758956d07dee8de71\" tg-width=\"1080\" tg-height=\"2339\" referrerpolicy=\"no-referrer\">公布8月交付数据后，小鹏汽车盘前跌近3%。</p>\n<p><img src=\"https://static.tigerbbs.com/6acb9f74aa00a84febfcaeeca2b67100\" tg-width=\"832\" tg-height=\"711\" referrerpolicy=\"no-referrer\"></p>","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>小鹏汽车8月交付7214辆汽车，连续2个月交付量超7千</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\">\n小鹏汽车8月交付7214辆汽车，连续2个月交付量超7千\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\">2021-09-01 17:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>小鹏汽车：8月总交付7,214台，连续2个月交付量超7千。小鹏P78月交付6,165台，连续4个月创历史新高。今年1-8月累计交付45,992台，同比大增334%。</p>\n<p>小鹏汽车：8月我们完成了G3到G3i的生产切换，从下月起，备受鹏友期待的改款车型G3i即将进入规模交付阶段！</p>\n<p>我们的肇庆工厂已经于8月开始每天安排两个生产班次。肇庆工厂二期扩建项目已经启动，在明年上半年内，肇庆工厂设计产能将提高到每年超过20万辆；广州工厂建设进展顺利，预计明年三季度可以正式开始量产。<img src=\"https://static.tigerbbs.com/52a78e2db714c13758956d07dee8de71\" tg-width=\"1080\" tg-height=\"2339\" referrerpolicy=\"no-referrer\">公布8月交付数据后，小鹏汽车盘前跌近3%。</p>\n<p><img src=\"https://static.tigerbbs.com/6acb9f74aa00a84febfcaeeca2b67100\" tg-width=\"832\" tg-height=\"711\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ccf08a65163213fb22b4f94f7fb404e8","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191600729","content_text":"小鹏汽车：8月总交付7,214台，连续2个月交付量超7千。小鹏P78月交付6,165台，连续4个月创历史新高。今年1-8月累计交付45,992台，同比大增334%。\n小鹏汽车：8月我们完成了G3到G3i的生产切换，从下月起，备受鹏友期待的改款车型G3i即将进入规模交付阶段！\n我们的肇庆工厂已经于8月开始每天安排两个生产班次。肇庆工厂二期扩建项目已经启动，在明年上半年内，肇庆工厂设计产能将提高到每年超过20万辆；广州工厂建设进展顺利，预计明年三季度可以正式开始量产。公布8月交付数据后，小鹏汽车盘前跌近3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816875192,"gmtCreate":1630491274316,"gmtModify":1630491578938,"author":{"id":"3558854582392730","authorId":"3558854582392730","name":"艾虎虎","avatar":"https://static.tigerbbs.com/ab55753b9506a20684bd316c12cb1a05","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558854582392730","authorIdStr":"3558854582392730"},"themes":[],"htmlText":"就是牛逼，还低调","listText":"就是牛逼，还低调","text":"就是牛逼，还低调","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816875192","repostId":"1190066923","repostType":2,"repost":{"id":"1190066923","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1630485153,"share":"https://www.laohu8.com/m/news/1190066923?lang=&edition=full","pubTime":"2021-09-01 16:32","market":"us","language":"zh","title":"理想汽车：8月交付9433辆理想ONE，同比增248%","url":"https://stock-news.laohu8.com/highlight/detail?id=1190066923","media":"老虎资讯综合","summary":"理想汽车：8月交付9433辆理想ONE，再创交付新纪录。同比2020年8月增长248%，环比2021年7月增长9.8%。\n2021年前八个月，理想汽车总交付量达48,176辆，理想ONE目前累计交付量","content":"<p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>：8月交付9433辆理想ONE，再创交付新纪录。同比2020年8月增长248%，环比2021年7月增长9.8%。</p>\n<p>2021年前八个月，理想汽车总交付量达48,176辆，理想ONE目前累计交付量已达81,773辆。</p>\n<p>截至8月31日，理想汽车在全国已有114家零售中心，覆盖69个城市；售后维修中心及授权钣喷中心194家，覆盖143个城市。</p>\n<p><img src=\"https://static.tigerbbs.com/ec58896d31138d600ab951ae5820c3e4\" tg-width=\"616\" tg-height=\"900\" width=\"100%\" height=\"auto\"></p>","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>理想汽车：8月交付9433辆理想ONE，同比增248%</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\">\n理想汽车：8月交付9433辆理想ONE，同比增248%\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\">2021-09-01 16:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>：8月交付9433辆理想ONE，再创交付新纪录。同比2020年8月增长248%，环比2021年7月增长9.8%。</p>\n<p>2021年前八个月，理想汽车总交付量达48,176辆，理想ONE目前累计交付量已达81,773辆。</p>\n<p>截至8月31日，理想汽车在全国已有114家零售中心，覆盖69个城市；售后维修中心及授权钣喷中心194家，覆盖143个城市。</p>\n<p><img src=\"https://static.tigerbbs.com/ec58896d31138d600ab951ae5820c3e4\" tg-width=\"616\" tg-height=\"900\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2869684faa12daf41c77713de7a0becf","relate_stocks":{"LI":"理想汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190066923","content_text":"理想汽车：8月交付9433辆理想ONE，再创交付新纪录。同比2020年8月增长248%，环比2021年7月增长9.8%。\n2021年前八个月，理想汽车总交付量达48,176辆，理想ONE目前累计交付量已达81,773辆。\n截至8月31日，理想汽车在全国已有114家零售中心，覆盖69个城市；售后维修中心及授权钣喷中心194家，覆盖143个城市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816871146,"gmtCreate":1630490939785,"gmtModify":1630490939785,"author":{"id":"3558854582392730","authorId":"3558854582392730","name":"艾虎虎","avatar":"https://static.tigerbbs.com/ab55753b9506a20684bd316c12cb1a05","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558854582392730","authorIdStr":"3558854582392730"},"themes":[],"htmlText":"这才叫实力，好低调","listText":"这才叫实力，好低调","text":"这才叫实力，好低调","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816871146","repostId":"2164962198","repostType":2,"repost":{"id":"2164962198","pubTimestamp":1630485600,"share":"https://www.laohu8.com/m/news/2164962198?lang=&edition=full","pubTime":"2021-09-01 16:40","market":"hk","language":"zh","title":"理想汽车8月交付9433辆 再创新纪录","url":"https://stock-news.laohu8.com/highlight/detail?id=2164962198","media":"证券时报网","summary":"证券时报网讯，9月1日，理想汽车公布2021年8月交付数据。理想汽车8月交付9433辆理想ONE，同比2020年8月增长248%，环比2021年7月增长9.8%。2021年前八个月，理想汽车总交付量达...","content":"<div>\n<p>证券时报网讯，9月1日，理想汽车公布2021年8月交付数据。理想汽车8月交付9433辆理想ONE，同比2020年8月增长248%，环比2021年7月增长9.8%。2021年前八个月，理想汽车总交付量达48176辆，理想ONE目前累计交付量已达81773辆。　　截至8月31日，理想汽车在全国已有114家零售中心，覆盖69个城市；售后维修中心及授权钣喷中心194家，覆盖143个城市。（文章来源：...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202109012076389888.html\">Web Link</a>\n\n</div>\n","source":"stock_eastmoney","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>理想汽车8月交付9433辆 再创新纪录</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\">\n理想汽车8月交付9433辆 再创新纪录\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 16:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202109012076389888.html><strong>证券时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>证券时报网讯，9月1日，理想汽车公布2021年8月交付数据。理想汽车8月交付9433辆理想ONE，同比2020年8月增长248%，环比2021年7月增长9.8%。2021年前八个月，理想汽车总交付量达48176辆，理想ONE目前累计交付量已达81773辆。　　截至8月31日，理想汽车在全国已有114家零售中心，覆盖69个城市；售后维修中心及授权钣喷中心194家，覆盖143个城市。（文章来源：...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202109012076389888.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"http://finance.eastmoney.com/a/202109012076389888.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164962198","content_text":"证券时报网讯，9月1日，理想汽车公布2021年8月交付数据。理想汽车8月交付9433辆理想ONE，同比2020年8月增长248%，环比2021年7月增长9.8%。2021年前八个月，理想汽车总交付量达48176辆，理想ONE目前累计交付量已达81773辆。　　截至8月31日，理想汽车在全国已有114家零售中心，覆盖69个城市；售后维修中心及授权钣喷中心194家，覆盖143个城市。（文章来源：证券时报网）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348919124,"gmtCreate":1617878371468,"gmtModify":1617878371468,"author":{"id":"3558854582392730","authorId":"3558854582392730","name":"艾虎虎","avatar":"https://static.tigerbbs.com/ab55753b9506a20684bd316c12cb1a05","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558854582392730","authorIdStr":"3558854582392730"},"themes":[],"htmlText":"怎么买可转换债券？//<a href=\"https://laohu8.com/U/3558854582392730\">@艾未未</a>: 怎么买请指教一下，谢谢！","listText":"怎么买可转换债券？//<a href=\"https://laohu8.com/U/3558854582392730\">@艾未未</a>: 怎么买请指教一下，谢谢！","text":"怎么买可转换债券？//@艾未未: 怎么买请指教一下，谢谢！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348919124","repostId":"2125169737","repostType":2,"isVote":1,"tweetType":1,"viewCount":1474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341761239,"gmtCreate":1617857070421,"gmtModify":1617857070421,"author":{"id":"3558854582392730","authorId":"3558854582392730","name":"艾虎虎","avatar":"https://static.tigerbbs.com/ab55753b9506a20684bd316c12cb1a05","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558854582392730","authorIdStr":"3558854582392730"},"themes":[],"htmlText":"怎么买请指教一下，谢谢！","listText":"怎么买请指教一下，谢谢！","text":"怎么买请指教一下，谢谢！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341761239","repostId":"2125169737","repostType":2,"repost":{"id":"2125169737","pubTimestamp":1617745521,"share":"https://www.laohu8.com/m/news/2125169737?lang=&edition=full","pubTime":"2021-04-07 05:45","market":"hk","language":"zh","title":"理想汽车宣布拟发行7.5亿美元可转换优先债券","url":"https://stock-news.laohu8.com/highlight/detail?id=2125169737","media":"金融界网站","summary":"中国新能源汽车公司理想汽车宣布，公司将提供于2028年到期的价值7.5亿美元的本金总额兑换债券。","content":"<html><body><div><p>　　<a href=\"https://laohu8.com/S/JRJC\">金融界</a>网4月7日消息，周二美股盘后，中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车公司<a href=\"https://laohu8.com/S/LI\">理想汽车</a>宣布，公司将提供于2028年到期的价值7.5亿美元的本金总额兑换债券。受市场条件和其他因素，有关票据的初始换算率、利率及其他条款将于发行时厘定。同时该公司打算给予首批购买者13天的选择权，让他们购买至多1.125亿美元的票据本金总额。 </p>\n<p>　　当发行时，这些票据将是公司的优先无担保债务。这些票据将在2028年5月1日到期，除非在此日期之前按照其条款回购、赎回或兑换。在2027年11月1日之前，只有在满足某些条件和特定时间内，这些票据将以持有者的选择权进行兑换。持有人可在2027年11月1日或之后的任何时间以期权方式转换任何或全部债券，直至债券到期日之前的第二个预定交易日结束营业。在转换后，本公司将根据具体情况向这些转换持有者支付或交付现金、本公司的美国存托股票（“美国存托股票”），每一股目前代表本公司的两股A类普通股，或现金和美国存托股票的组合，由本公司选择。 </p>\n<div>\n</div>\n</div></body></html>","source":"jinrongjie_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>理想汽车宣布拟发行7.5亿美元可转换优先债券</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\">\n理想汽车宣布拟发行7.5亿美元可转换优先债券\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-07 05:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://usstock.jrj.com.cn/2021/04/07054532321766.shtml><strong>金融界网站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金融界网4月7日消息，周二美股盘后，中国新能源汽车公司理想汽车宣布，公司将提供于2028年到期的价值7.5亿美元的本金总额兑换债券。受市场条件和其他因素，有关票据的初始换算率、利率及其他条款将于发行时厘定。同时该公司打算给予首批购买者13天的选择权，让他们购买至多1.125亿美元的票据本金总额。 \n　　当发行时，这些票据将是公司的优先无担保债务。这些票据将在2028年5月1日到期，除非在此日期之前...</p>\n\n<a href=\"http://usstock.jrj.com.cn/2021/04/07054532321766.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{},"source_url":"http://usstock.jrj.com.cn/2021/04/07054532321766.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2125169737","content_text":"金融界网4月7日消息，周二美股盘后，中国新能源汽车公司理想汽车宣布，公司将提供于2028年到期的价值7.5亿美元的本金总额兑换债券。受市场条件和其他因素，有关票据的初始换算率、利率及其他条款将于发行时厘定。同时该公司打算给予首批购买者13天的选择权，让他们购买至多1.125亿美元的票据本金总额。 \n　　当发行时，这些票据将是公司的优先无担保债务。这些票据将在2028年5月1日到期，除非在此日期之前按照其条款回购、赎回或兑换。在2027年11月1日之前，只有在满足某些条件和特定时间内，这些票据将以持有者的选择权进行兑换。持有人可在2027年11月1日或之后的任何时间以期权方式转换任何或全部债券，直至债券到期日之前的第二个预定交易日结束营业。在转换后，本公司将根据具体情况向这些转换持有者支付或交付现金、本公司的美国存托股票（“美国存托股票”），每一股目前代表本公司的两股A类普通股，或现金和美国存托股票的组合，由本公司选择。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365807949,"gmtCreate":1614720595781,"gmtModify":1703480259189,"author":{"id":"3558854582392730","authorId":"3558854582392730","name":"艾虎虎","avatar":"https://static.tigerbbs.com/ab55753b9506a20684bd316c12cb1a05","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558854582392730","authorIdStr":"3558854582392730"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>刚进就","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>刚进就","text":"$特斯拉(TSLA)$刚进就","images":[{"img":"https://static.tigerbbs.com/f00b1cee4d33737a2c131707cad06c56","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/365807949","isVote":1,"tweetType":1,"viewCount":2825,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541399757552196","authorId":"3541399757552196","name":"韭菜126","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"3541399757552196","authorIdStr":"3541399757552196"},"content":"你这个价位又不高怕什么我都在800多加仓了长线怕什么","text":"你这个价位又不高怕什么我都在800多加仓了长线怕什么","html":"你这个价位又不高怕什么我都在800多加仓了长线怕什么"}],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":365807949,"gmtCreate":1614720595781,"gmtModify":1703480259189,"author":{"id":"3558854582392730","authorId":"3558854582392730","name":"艾虎虎","avatar":"https://static.tigerbbs.com/ab55753b9506a20684bd316c12cb1a05","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558854582392730","authorIdStr":"3558854582392730"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>刚进就","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>刚进就","text":"$特斯拉(TSLA)$刚进就","images":[{"img":"https://static.tigerbbs.com/f00b1cee4d33737a2c131707cad06c56","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/365807949","isVote":1,"tweetType":1,"viewCount":2825,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541399757552196","authorId":"3541399757552196","name":"韭菜126","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"3541399757552196","authorIdStr":"3541399757552196"},"content":"你这个价位又不高怕什么我都在800多加仓了长线怕什么","text":"你这个价位又不高怕什么我都在800多加仓了长线怕什么","html":"你这个价位又不高怕什么我都在800多加仓了长线怕什么"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":816692285,"gmtCreate":1630493320547,"gmtModify":1630493320547,"author":{"id":"3558854582392730","authorId":"3558854582392730","name":"艾虎虎","avatar":"https://static.tigerbbs.com/ab55753b9506a20684bd316c12cb1a05","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558854582392730","authorIdStr":"3558854582392730"},"themes":[],"htmlText":"环比他不说了,自欺欺人","listText":"环比他不说了,自欺欺人","text":"环比他不说了,自欺欺人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816692285","repostId":"1191600729","repostType":2,"isVote":1,"tweetType":1,"viewCount":1096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816875192,"gmtCreate":1630491274316,"gmtModify":1630491578938,"author":{"id":"3558854582392730","authorId":"3558854582392730","name":"艾虎虎","avatar":"https://static.tigerbbs.com/ab55753b9506a20684bd316c12cb1a05","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558854582392730","authorIdStr":"3558854582392730"},"themes":[],"htmlText":"就是牛逼，还低调","listText":"就是牛逼，还低调","text":"就是牛逼，还低调","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816875192","repostId":"1190066923","repostType":2,"isVote":1,"tweetType":1,"viewCount":1237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341761239,"gmtCreate":1617857070421,"gmtModify":1617857070421,"author":{"id":"3558854582392730","authorId":"3558854582392730","name":"艾虎虎","avatar":"https://static.tigerbbs.com/ab55753b9506a20684bd316c12cb1a05","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558854582392730","authorIdStr":"3558854582392730"},"themes":[],"htmlText":"怎么买请指教一下，谢谢！","listText":"怎么买请指教一下，谢谢！","text":"怎么买请指教一下，谢谢！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341761239","repostId":"2125169737","repostType":2,"isVote":1,"tweetType":1,"viewCount":1532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373064528875608,"gmtCreate":1732108036529,"gmtModify":1732108039565,"author":{"id":"3558854582392730","authorId":"3558854582392730","name":"艾虎虎","avatar":"https://static.tigerbbs.com/ab55753b9506a20684bd316c12cb1a05","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558854582392730","authorIdStr":"3558854582392730"},"themes":[],"htmlText":"涨📈","listText":"涨📈","text":"涨📈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373064528875608","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343471131283520,"gmtCreate":1724884364626,"gmtModify":1724884366117,"author":{"id":"3558854582392730","authorId":"3558854582392730","name":"艾虎虎","avatar":"https://static.tigerbbs.com/ab55753b9506a20684bd316c12cb1a05","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558854582392730","authorIdStr":"3558854582392730"},"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/343471131283520","repostId":"2462498681","repostType":2,"repost":{"id":"2462498681","pubTimestamp":1724859522,"share":"https://www.laohu8.com/m/news/2462498681?lang=&edition=full","pubTime":"2024-08-28 23:38","market":"us","language":"zh","title":"李想解读理想汽车财报：鸿蒙智行是强劲对手，我们持续学习华为","url":"https://stock-news.laohu8.com/highlight/detail?id=2462498681","media":"雷递网","summary":"李想在电话会议上表示，鸿蒙智行是理想汽车在市场上最强劲的对手，双方会长期健康地共存下去。从另一个角度看，理想汽车的核心态度是要长期地、持续地向华为的技术研发体系和经营管理体系学习。","content":"<html><body><p><img image_type=\"1\" img_=\"\" mime_type=\"image/png\" src=\"https://static.tigerbbs.com/1d4461184d0dd26a7b657d6fd7aff1ea\" web_uri=\"tos-cn-i-6w9my0ksvp/f62f4d322a014be6920c82a12235c06f\"/></p><p><span>雷递网 乐天 8月28日</span></p><p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>(Nasdaq: LI; HKEX: 2015)今日公布2024年第二季度财报。理想汽车董事长兼CEO李想、总裁、总工程师马东辉、CFO李铁、销售与服务高级副总裁邹良军出席电话会议。</p><p>李想在电话会议上表示，鸿蒙智行是理想汽车在市场上最强劲的对手，双方会长期健康地共存下去。从另一个角度看，理想汽车的核心态度是要长期地、持续地向华为的技术研发体系和经营管理体系学习。</p><p>“理想汽车作为一个初创企业，这样的学习榜样对我们来讲非常重要。”</p><p>李想还说，“随着我们的智驾的进步，在智驾方面，我们也已经进入了行业第一梯队，而座舱的竞争力也一直保持领先。”</p><p>李铁在电话会议上表示，在2024下半年PV市场大盘保持健康的前提下，公司有信心实现全年50万辆交付。</p><p>财报显示，理想汽车2024年上半年营收573.12亿，较上年同期的474.4亿元增长20.8%。</p><p><img image_type=\"1\" img_=\"\" mime_type=\"image/webp\" src=\"https://static.tigerbbs.com/b369157568a00b40e17dbcb8cbe0c7ae\" web_uri=\"tos-cn-i-6w9my0ksvp/2759928dc9234df3a8c686cc8eb1c9ec\"/></p><p>理想汽车2024年上半年利息收入为14亿元，上年同期的利息收入为8.49亿元；</p><p>理想汽车2024年上半年经营亏损1.17亿，上年同期运营利润20.31亿元；净利为16.92亿元，较上年同期的32.44亿元下降47.8%。</p><p>财报发布后，理想汽车美股大跌超过17%；截至目前，公司股价为17.48美元，市值约185亿美元。</p><p><span>以下是分析师问答环节：</span></p><p>提问：理想今年发力端到端算法和量产研发团队的组建，管理层认为资本市场应当如何评估理想汽车在智驾方面的投入产出效率？</p><p>马东辉：理想汽车在<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶方面的投入产出效率一直是比较高的。关于衡量指标，我们认为是结果导向，应该从两个方面看。第一，用户是否愿意用，比如智驾使用时长，里程数的占比等； 第二，用户是否愿意买。</p><p>从用户端来看，无图NOA从7月份开始全量推送以来，用户对智能驾驶的接受度在提升，城市NOA的日活跃度和行驶里程都明显增加，甚至翻了几倍。</p><p>从市场端来看，智驾对于销量产生了积极的推动作用。潜在用户来门店试驾NOA的比例翻倍增长，并且各个车型的AD Max订单占比都在提升，特别是30万以上车型，AD Max的订单占比已经接近70%。</p><p>我们认为从端到端+VLM开始，智驾研发的门槛已经建立，因为从这一代开始，才是真正使用人工智能的方式去做智驾，而人工智能需要大量的数据和算力，会让具备高阶智驾车辆保有量以及充足研发投入的企业，在智能驾驶方面的优势增加，并且实实在在地促进销量提升，而销量提升又会带来保有量和研发投入的提升，这是一个不断正向滚雪球的过程。</p><p><span>鸿蒙智行是在市场上最强劲的对手</span></p><p>提问： 理想汽车与华为同作为新势力的领头羊，市场特别关注近期问界M7 Pro以及后续家用SUV车型，想请教管理层如何看待这对于理想汽车下半年以及后续销量的影响？</p><p>李想：鸿蒙智行是我们在市场上最强劲的对手，我们认为双方会长期健康地共存下去。从另一个角度看，我们的核心态度是要长期地、持续地向华为的技术研发体系和经营管理体系学习。理想汽车作为一个初创企业，这样的学习榜样对我们来讲非常重要。</p><p>提问：理想汽车的纯电动车型推迟到明年上市，外观会有哪些变化和改善？</p><p>李想：关于纯电车型，理想MEGA已经证明了我们在800V高压纯电三电方面的实力，包括高压平台效率以及完整的充电体验和能力。随着我们的智驾的进步，在智驾方面，我们也已经进入了行业第一梯队，而座舱的竞争力也一直保持领先。</p><p>对于纯电SUV而言，接下来我们需要解决好两个问题：一个是产品的造型设计，另外一个是在纯电产品交付时能够向用户提供超过2000座的超充站。我们对纯电SUV的竞争力还是非常有信心的，我们希望可以通过两年左右的时间进入到高端纯电产品的第一梯队。</p><p>提问：Q3的毛利率指引？</p><p>李铁：上个季度我们给出的车辆毛利率指引是18%，实际达到18.7%，增量来自产品组合的变化和交付量的上升。随着规模效应的优化以及销售政策的调整，第三季度理想的车辆毛利率预计回升一些，达到19%以上，总体毛利率预计会回到20%以上。</p><p><span>有信心实现全年50万辆交付</span></p><p>提问：请管理层分享理想汽车下半年的竞争策略。特别是在没有新车型的情况下，如何保持销量的稳定性，甚至得到一定的提升？</p><p>邹良军：新车型只是促进销量提升的原因之一，高效的销售运营才是促进销量持续增长的重要因素，而这正是我们当前正在做的。接下来，我们将进一步优化门店布局，同时加强线上线索的获取能力，打开我们销售增长的喇叭口，提升销售运营的效率。此外，随着公司近期对智驾加大宣传推广，也助力了我们的销售增长，特别是AD Max车型。</p><p>数据表明，在20万元及以上新能源高端车型中，理想的市场份额由2024年第一季度的13.6%增加至第二季度的14.4%，我们的目标是到2024年第四季度，将这一占比提升至16%。</p><p>李铁：在2024下半年PV市场大盘保持健康的前提下，我们有信心实现全年50万辆交付。</p><p>提问：在新的全年销量指引下，公司如何指引接下来产能扩张节奏和资本开支？</p><p>李铁：关于今年整体的资本开支，现已调整为11-12亿美元。自由现金流方面，6-7月的自由现金流为正，随着资本开支的持续优化和资金使用效率的提升，我们有信心自由现金流也会很快改善。</p><p>提问：理想汽车上半年进行了较多调整，现在对于全年研发费用的预期有没有变化？大概是多少？</p><p>李铁：目前看来，全年的研发费用会控制在120亿元人民币以下。</p><p>提问：如何展望未来端到端自动驾驶技术迭代的方向？理想汽车在这方面的进度如何？</p><p>马东辉：总体而言，目前端到端和VLM模型的迭代速度和效果是超出预期的。我们从7月底开始推送千人早鸟测试，到今天不到一个月时间，模型已经迭代了9个版本，平均3-4天就会更新一次。</p><p>模型训练数据量也从最开始的100万clips增加到230万clips。模型的能力也显著增长，许多早鸟用户也在社交媒体上进行了端到端视频的分享，展示了这套系统在城市道路上优秀的表现。</p><p>同时，模型的快速迭代离不开高效、自动化的能力评测，我们依托世界模型打造了仿真考试系统。在这个系统中，我们通过用户的反馈，使用场景重建和生成技术，建立了错题库和试题集，让模型得到充分的训练和评测。这套考试系统还可以给这个模型在安全、舒适性等多个考核维度的评分。</p><p>我们认为，自动驾驶的研发确实发生了根本性的变化，从过去的功能迭代转变为模型能力的迭代。而迭代速度取决于是否拥有足够的高质量数据和算力，以及自动化的仿真考试系统。</p><p>我们的端到端+VLM这套系统，预计9月份会进行更大规模的，万名用户的测试。</p><p>提问：市场非常关注<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的Robotaxi的发布，理想汽车对于Robotaxi有怎样的判断或展望？</p><p>马东辉：关于robotaxi，我们认为，当L4级自动驾驶实现后，网约车和出租车的需求会大幅下降，这个市场还需要更长的时间去洞察。</p><p><span>销售更多权利下放到了省区</span></p><p>提问：近期在国内消费疲软的环境下公司L系列销售持续增长，有些什么特别的原因，是否受益于高端车市竞争环境改善？</p><p>邹良军：我认为，近期销量增长的主要原因是L系列强劲的产品竞争力，以及公司在市场的适应性和快速调整能力实现的。</p><p>第二季度，除了在传统的销售渠道持续发力，我们还开拓了新的线上渠道，比如抖音平台，这为公司带来了显著的销售线索增量，帮助我们实现了销量增长。</p><p>此外，公司正在进行新的销售体系变革，将更多的权利下放到了省区，在完成公司给定利润目标的前提下，让各地可以因地制宜、灵活地进行销售调整，从而使各省区的销售潜力得以充分释放。</p><p>最后，从2024年6月份开始，20万以上市场的新能源渗透率已经超过了50%，这是一个关键节点，新能源汽车的市场地位将进一步得到巩固。我认为高端新能源汽车市场将经历一场集中度的提升。而理想汽车也一定会成为这一市场集中度提升过程的主要受益者之一。</p><p>提问：能否分享一些对于明年纯电动车型做的准备工作，在新技术的采用方面有没有一些变化？以及在产业链上的产能准备规划大致上是一个什么样的量级？</p><p>马东辉：理想汽车2025年会推出多款800V高压纯电车型。</p><p>研发方面，整体开发进度正常。目前，已经完成多次小批量的样车试制生产；也根据标定和试验验证计划，完成了高温高湿，疲劳耐久等相关测试和性能摸底。</p><p>在产业链的产能准备方面，整体进度也是正常在推进，纯电车型的产能规划能够满足销量需求。生产整车的厂房目前已经建设完毕，四大工艺的生产线正在安装调试中；另外，我们纯电车型会搭载自研自制的核心零部件，这些零部件也正在进行性能测试中。外部的供应商合作伙伴的产能规划和开发进度，也都按照计划顺利进行。</p><p>我们有信心，能够确保纯电车型按计划交付。</p><p>提问：之前说会调整L8展位安排，提振高价格带产品，渠道调整是否有效？</p><p>邹良军：随着更多中心店的开设，L8的展位数量正在逐渐恢复。此外，我们还开拓了新的线上渠道，比如抖音平台，以保证L8能够获得充足的销售线索。因此，从4月份开始，L8的销量一直在稳步提升，目前，L8单月交付量已经恢复到了6000-7000的水平。</p><p>提问：在营销网络方面，经过对上半年的回顾，理想汽车做了很多的改进和调整，比如提升中心门店比例等方式，能否再详细再分享一下上述改变背后的逻辑？目前的渠道端对明年纯电车车型上市还需要做哪些调整和准备？</p><p>邹良军：首先，我们仍将坚持直营的销售模式，将我们的所有产品都尽量在零售展厅进行展出。中心店的面积较大，可展示9-11辆车，我们会陈列我们所有的在售车型。</p><p>今年以来，我们在销售渠道上进行了多次调整，逐步用头部汽车城的中心店取代现有网络的尾部商场店。我们将聚焦全国TOP150城市中最优质的汽车城，在这些最优秀的汽车城内开设高品质的大型门店。</p><p>从目前取得的成绩来看，中心店占比已经从23年年底的24%，提升至24年6月底的31%，计划今年年底进一步提升至接近50%。明年我们将继续提高中心店比例，增加展位数量。</p><p>随着中心店占比的提升，门店展厅容量也有所提高。理想汽车的门店展位数量已经从23年底的4.6台/店，提升到24年6月底的5.1台/店，计划今年年底进一步提升至6台/店。理想汽车的全国总展位数量从23年底的2642个，提升到24年6月底的2919个，计划今年年底进一步提升至3600个以上。</p><p><span><span>———————————————</span></span></p><p><span><span>雷递由媒体人雷建平创办，若转载请写明来源。</span></span></p></body></html>","source":"leinews_highlight","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>李想解读理想汽车财报：鸿蒙智行是强劲对手，我们持续学习华为</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\">\n李想解读理想汽车财报：鸿蒙智行是强劲对手，我们持续学习华为\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-28 23:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.leinews.com/n27605/detail.html><strong>雷递网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷递网 乐天 8月28日理想汽车(Nasdaq: LI; HKEX: 2015)今日公布2024年第二季度财报。理想汽车董事长兼CEO李想、总裁、总工程师马东辉、CFO李铁、销售与服务高级副总裁邹良军出席电话会议。李想在电话会议上表示，鸿蒙智行是理想汽车在市场上最强劲的对手，双方会长期健康地共存下去。从另一个角度看，理想汽车的核心态度是要长期地、持续地向华为的技术研发体系和经营管理体系学习。“...</p>\n\n<a href=\"https://www.leinews.com/n27605/detail.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://leidinews-1256465536.cos.ap-chengdu.myqcloud.com/u_News/20240828/6386048511682066007605261.jpg","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"https://www.leinews.com/n27605/detail.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2462498681","content_text":"雷递网 乐天 8月28日理想汽车(Nasdaq: LI; HKEX: 2015)今日公布2024年第二季度财报。理想汽车董事长兼CEO李想、总裁、总工程师马东辉、CFO李铁、销售与服务高级副总裁邹良军出席电话会议。李想在电话会议上表示，鸿蒙智行是理想汽车在市场上最强劲的对手，双方会长期健康地共存下去。从另一个角度看，理想汽车的核心态度是要长期地、持续地向华为的技术研发体系和经营管理体系学习。“理想汽车作为一个初创企业，这样的学习榜样对我们来讲非常重要。”李想还说，“随着我们的智驾的进步，在智驾方面，我们也已经进入了行业第一梯队，而座舱的竞争力也一直保持领先。”李铁在电话会议上表示，在2024下半年PV市场大盘保持健康的前提下，公司有信心实现全年50万辆交付。财报显示，理想汽车2024年上半年营收573.12亿，较上年同期的474.4亿元增长20.8%。理想汽车2024年上半年利息收入为14亿元，上年同期的利息收入为8.49亿元；理想汽车2024年上半年经营亏损1.17亿，上年同期运营利润20.31亿元；净利为16.92亿元，较上年同期的32.44亿元下降47.8%。财报发布后，理想汽车美股大跌超过17%；截至目前，公司股价为17.48美元，市值约185亿美元。以下是分析师问答环节：提问：理想今年发力端到端算法和量产研发团队的组建，管理层认为资本市场应当如何评估理想汽车在智驾方面的投入产出效率？马东辉：理想汽车在智能驾驶方面的投入产出效率一直是比较高的。关于衡量指标，我们认为是结果导向，应该从两个方面看。第一，用户是否愿意用，比如智驾使用时长，里程数的占比等； 第二，用户是否愿意买。从用户端来看，无图NOA从7月份开始全量推送以来，用户对智能驾驶的接受度在提升，城市NOA的日活跃度和行驶里程都明显增加，甚至翻了几倍。从市场端来看，智驾对于销量产生了积极的推动作用。潜在用户来门店试驾NOA的比例翻倍增长，并且各个车型的AD Max订单占比都在提升，特别是30万以上车型，AD Max的订单占比已经接近70%。我们认为从端到端+VLM开始，智驾研发的门槛已经建立，因为从这一代开始，才是真正使用人工智能的方式去做智驾，而人工智能需要大量的数据和算力，会让具备高阶智驾车辆保有量以及充足研发投入的企业，在智能驾驶方面的优势增加，并且实实在在地促进销量提升，而销量提升又会带来保有量和研发投入的提升，这是一个不断正向滚雪球的过程。鸿蒙智行是在市场上最强劲的对手提问： 理想汽车与华为同作为新势力的领头羊，市场特别关注近期问界M7 Pro以及后续家用SUV车型，想请教管理层如何看待这对于理想汽车下半年以及后续销量的影响？李想：鸿蒙智行是我们在市场上最强劲的对手，我们认为双方会长期健康地共存下去。从另一个角度看，我们的核心态度是要长期地、持续地向华为的技术研发体系和经营管理体系学习。理想汽车作为一个初创企业，这样的学习榜样对我们来讲非常重要。提问：理想汽车的纯电动车型推迟到明年上市，外观会有哪些变化和改善？李想：关于纯电车型，理想MEGA已经证明了我们在800V高压纯电三电方面的实力，包括高压平台效率以及完整的充电体验和能力。随着我们的智驾的进步，在智驾方面，我们也已经进入了行业第一梯队，而座舱的竞争力也一直保持领先。对于纯电SUV而言，接下来我们需要解决好两个问题：一个是产品的造型设计，另外一个是在纯电产品交付时能够向用户提供超过2000座的超充站。我们对纯电SUV的竞争力还是非常有信心的，我们希望可以通过两年左右的时间进入到高端纯电产品的第一梯队。提问：Q3的毛利率指引？李铁：上个季度我们给出的车辆毛利率指引是18%，实际达到18.7%，增量来自产品组合的变化和交付量的上升。随着规模效应的优化以及销售政策的调整，第三季度理想的车辆毛利率预计回升一些，达到19%以上，总体毛利率预计会回到20%以上。有信心实现全年50万辆交付提问：请管理层分享理想汽车下半年的竞争策略。特别是在没有新车型的情况下，如何保持销量的稳定性，甚至得到一定的提升？邹良军：新车型只是促进销量提升的原因之一，高效的销售运营才是促进销量持续增长的重要因素，而这正是我们当前正在做的。接下来，我们将进一步优化门店布局，同时加强线上线索的获取能力，打开我们销售增长的喇叭口，提升销售运营的效率。此外，随着公司近期对智驾加大宣传推广，也助力了我们的销售增长，特别是AD Max车型。数据表明，在20万元及以上新能源高端车型中，理想的市场份额由2024年第一季度的13.6%增加至第二季度的14.4%，我们的目标是到2024年第四季度，将这一占比提升至16%。李铁：在2024下半年PV市场大盘保持健康的前提下，我们有信心实现全年50万辆交付。提问：在新的全年销量指引下，公司如何指引接下来产能扩张节奏和资本开支？李铁：关于今年整体的资本开支，现已调整为11-12亿美元。自由现金流方面，6-7月的自由现金流为正，随着资本开支的持续优化和资金使用效率的提升，我们有信心自由现金流也会很快改善。提问：理想汽车上半年进行了较多调整，现在对于全年研发费用的预期有没有变化？大概是多少？李铁：目前看来，全年的研发费用会控制在120亿元人民币以下。提问：如何展望未来端到端自动驾驶技术迭代的方向？理想汽车在这方面的进度如何？马东辉：总体而言，目前端到端和VLM模型的迭代速度和效果是超出预期的。我们从7月底开始推送千人早鸟测试，到今天不到一个月时间，模型已经迭代了9个版本，平均3-4天就会更新一次。模型训练数据量也从最开始的100万clips增加到230万clips。模型的能力也显著增长，许多早鸟用户也在社交媒体上进行了端到端视频的分享，展示了这套系统在城市道路上优秀的表现。同时，模型的快速迭代离不开高效、自动化的能力评测，我们依托世界模型打造了仿真考试系统。在这个系统中，我们通过用户的反馈，使用场景重建和生成技术，建立了错题库和试题集，让模型得到充分的训练和评测。这套考试系统还可以给这个模型在安全、舒适性等多个考核维度的评分。我们认为，自动驾驶的研发确实发生了根本性的变化，从过去的功能迭代转变为模型能力的迭代。而迭代速度取决于是否拥有足够的高质量数据和算力，以及自动化的仿真考试系统。我们的端到端+VLM这套系统，预计9月份会进行更大规模的，万名用户的测试。提问：市场非常关注特斯拉的Robotaxi的发布，理想汽车对于Robotaxi有怎样的判断或展望？马东辉：关于robotaxi，我们认为，当L4级自动驾驶实现后，网约车和出租车的需求会大幅下降，这个市场还需要更长的时间去洞察。销售更多权利下放到了省区提问：近期在国内消费疲软的环境下公司L系列销售持续增长，有些什么特别的原因，是否受益于高端车市竞争环境改善？邹良军：我认为，近期销量增长的主要原因是L系列强劲的产品竞争力，以及公司在市场的适应性和快速调整能力实现的。第二季度，除了在传统的销售渠道持续发力，我们还开拓了新的线上渠道，比如抖音平台，这为公司带来了显著的销售线索增量，帮助我们实现了销量增长。此外，公司正在进行新的销售体系变革，将更多的权利下放到了省区，在完成公司给定利润目标的前提下，让各地可以因地制宜、灵活地进行销售调整，从而使各省区的销售潜力得以充分释放。最后，从2024年6月份开始，20万以上市场的新能源渗透率已经超过了50%，这是一个关键节点，新能源汽车的市场地位将进一步得到巩固。我认为高端新能源汽车市场将经历一场集中度的提升。而理想汽车也一定会成为这一市场集中度提升过程的主要受益者之一。提问：能否分享一些对于明年纯电动车型做的准备工作，在新技术的采用方面有没有一些变化？以及在产业链上的产能准备规划大致上是一个什么样的量级？马东辉：理想汽车2025年会推出多款800V高压纯电车型。研发方面，整体开发进度正常。目前，已经完成多次小批量的样车试制生产；也根据标定和试验验证计划，完成了高温高湿，疲劳耐久等相关测试和性能摸底。在产业链的产能准备方面，整体进度也是正常在推进，纯电车型的产能规划能够满足销量需求。生产整车的厂房目前已经建设完毕，四大工艺的生产线正在安装调试中；另外，我们纯电车型会搭载自研自制的核心零部件，这些零部件也正在进行性能测试中。外部的供应商合作伙伴的产能规划和开发进度，也都按照计划顺利进行。我们有信心，能够确保纯电车型按计划交付。提问：之前说会调整L8展位安排，提振高价格带产品，渠道调整是否有效？邹良军：随着更多中心店的开设，L8的展位数量正在逐渐恢复。此外，我们还开拓了新的线上渠道，比如抖音平台，以保证L8能够获得充足的销售线索。因此，从4月份开始，L8的销量一直在稳步提升，目前，L8单月交付量已经恢复到了6000-7000的水平。提问：在营销网络方面，经过对上半年的回顾，理想汽车做了很多的改进和调整，比如提升中心门店比例等方式，能否再详细再分享一下上述改变背后的逻辑？目前的渠道端对明年纯电车车型上市还需要做哪些调整和准备？邹良军：首先，我们仍将坚持直营的销售模式，将我们的所有产品都尽量在零售展厅进行展出。中心店的面积较大，可展示9-11辆车，我们会陈列我们所有的在售车型。今年以来，我们在销售渠道上进行了多次调整，逐步用头部汽车城的中心店取代现有网络的尾部商场店。我们将聚焦全国TOP150城市中最优质的汽车城，在这些最优秀的汽车城内开设高品质的大型门店。从目前取得的成绩来看，中心店占比已经从23年年底的24%，提升至24年6月底的31%，计划今年年底进一步提升至接近50%。明年我们将继续提高中心店比例，增加展位数量。随着中心店占比的提升，门店展厅容量也有所提高。理想汽车的门店展位数量已经从23年底的4.6台/店，提升到24年6月底的5.1台/店，计划今年年底进一步提升至6台/店。理想汽车的全国总展位数量从23年底的2642个，提升到24年6月底的2919个，计划今年年底进一步提升至3600个以上。———————————————雷递由媒体人雷建平创办，若转载请写明来源。","news_type":1},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":272090005069952,"gmtCreate":1707466039486,"gmtModify":1707466040354,"author":{"id":"3558854582392730","authorId":"3558854582392730","name":"艾虎虎","avatar":"https://static.tigerbbs.com/ab55753b9506a20684bd316c12cb1a05","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558854582392730","authorIdStr":"3558854582392730"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a>","text":"$理想汽车-W(02015)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/272090005069952","isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206461908901976,"gmtCreate":1691437351596,"gmtModify":1691437352884,"author":{"id":"3558854582392730","authorId":"3558854582392730","name":"艾虎虎","avatar":"https://static.tigerbbs.com/ab55753b9506a20684bd316c12cb1a05","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558854582392730","authorIdStr":"3558854582392730"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/206461908901976","repostId":"2357628082","repostType":2,"isVote":1,"tweetType":1,"viewCount":915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659441320,"gmtCreate":1680225838660,"gmtModify":1680225839388,"author":{"id":"3558854582392730","authorId":"3558854582392730","name":"艾虎虎","avatar":"https://static.tigerbbs.com/ab55753b9506a20684bd316c12cb1a05","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558854582392730","authorIdStr":"3558854582392730"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$理想汽车-W(02015)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659441320","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":635961377,"gmtCreate":1646799304608,"gmtModify":1646799304608,"author":{"id":"3558854582392730","authorId":"3558854582392730","name":"艾虎虎","avatar":"https://static.tigerbbs.com/ab55753b9506a20684bd316c12cb1a05","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558854582392730","authorIdStr":"3558854582392730"},"themes":[],"htmlText":"靠边就赖，别丢人啦","listText":"靠边就赖，别丢人啦","text":"靠边就赖，别丢人啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635961377","repostId":"2217475605","repostType":2,"isVote":1,"tweetType":1,"viewCount":1298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816871146,"gmtCreate":1630490939785,"gmtModify":1630490939785,"author":{"id":"3558854582392730","authorId":"3558854582392730","name":"艾虎虎","avatar":"https://static.tigerbbs.com/ab55753b9506a20684bd316c12cb1a05","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558854582392730","authorIdStr":"3558854582392730"},"themes":[],"htmlText":"这才叫实力，好低调","listText":"这才叫实力，好低调","text":"这才叫实力，好低调","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816871146","repostId":"2164962198","repostType":2,"isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348919124,"gmtCreate":1617878371468,"gmtModify":1617878371468,"author":{"id":"3558854582392730","authorId":"3558854582392730","name":"艾虎虎","avatar":"https://static.tigerbbs.com/ab55753b9506a20684bd316c12cb1a05","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558854582392730","authorIdStr":"3558854582392730"},"themes":[],"htmlText":"怎么买可转换债券？//<a href=\"https://laohu8.com/U/3558854582392730\">@艾未未</a>: 怎么买请指教一下，谢谢！","listText":"怎么买可转换债券？//<a href=\"https://laohu8.com/U/3558854582392730\">@艾未未</a>: 怎么买请指教一下，谢谢！","text":"怎么买可转换债券？//@艾未未: 怎么买请指教一下，谢谢！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348919124","repostId":"2125169737","repostType":2,"isVote":1,"tweetType":1,"viewCount":1474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}