马斯克“杠上”王传福，谁才是电动车江湖的霸主

华尔街见闻2023-09-19

作者 | 柴旭晨一台珍珠白色的新款Model 3在上海超级工厂缓缓下线，这是特斯拉在全球生产的第500万台新车。9月17日，特斯拉中国用一条简短的博文，对外宣告了这一关键节点的达成。值得一提的是，从400万到500万，特斯拉只用了6个月，日均产量来到了5千余台。其中撑起产能半边天的上海超级工厂，已经可以做到“40秒下线一台整车”，无异于是马斯克的“印钞机”。值得一提的是，一个多月前的8月9日，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

帅虎扑
2023-09-20
帅虎扑
L4级自动驾驶最根本的还是缺乏法律依据!
带老鼠
2023-09-20
带老鼠
海豹拿什么对标model3.
JAX 1120
2023-09-19
JAX 1120
byd的降本就是压榨底层员工
- etc卷商银行为主:
  比亚迪给工人的工资挺好，在当地属于高的，我在深圳比亚迪上过班
alexande007
2023-09-19
alexande007
王大嘴全靠骗补装逼，用爱国情怀绑架韭菜，跟老马不是一个档次！
- alexande007:
  你懂什么叫骗补吗？不懂先谷歌一下
- 枫起于青萍之末:
  特斯拉没有补贴?
TSIENYI
2023-09-19
TSIENYI
做着明显偏向马斯克
Athos_
2023-09-19
Athos_
用了都知道谁才是老大。

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1141193047?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/0db453934c8f884373243d51bb3512d3","is_english":false,"pubTime":"2023-09-19 21:58","share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","id":"1141193047","market":"us","top_or_hot":-1,"title":"马斯克“杠上”王传福，谁才是电动车江湖的霸主","media":"华尔街见闻","content":"<div>\n<p>作者 | 柴旭晨一台珍珠白色的新款Model 3在上海超级工厂缓缓下线，这是特斯拉在全球生产的第500万台新车。9月17日，特斯拉中国用一条简短的博文，对外宣告了这一关键节点的达成。值得一提的是，从400万到500万，特斯拉只用了6个月，日均产量来到了5千余台。其中撑起产能半边天的上海超级工厂，已经可以做到“40秒下线一台整车”，无异于是马斯克的“印钞机”。值得一提的是，一个多月前的8月9日，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3698206\">网页链接</a>\n\n</div>\n","source":"live_wallstreetcn","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>马斯克“杠上”王传福，谁才是电动车江湖的霸主</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马斯克“杠上”王传福，谁才是电动车江湖的霸主\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-19 21:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3698206><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 柴旭晨一台珍珠白色的新款Model 3在上海超级工厂缓缓下线，这是特斯拉在全球生产的第500万台新车。9月17日，特斯拉中国用一条简短的博文，对外宣告了这一关键节点的达成。值得一提的是，从400万到500万，特斯拉只用了6个月，日均产量来到了5千余台。其中撑起产能半边天的上海超级工厂，已经可以做到“40秒下线一台整车”，无异于是马斯克的“印钞机”。值得一提的是，一个多月前的8月9日，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3698206\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSLA","symbol_name":"特斯拉","start_time":0,"source_url":"https://wallstreetcn.com/articles/3698206","article_id":"1141193047","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/0db453934c8f884373243d51bb3512d3"],"rights":{"source":"live_wallstreetcn","url":"https://wallstreetcn.com/articles/3698206","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1141193047","pubTimestamp":1695131896,"sourceInfo":{"source_id":"live_wallstreetcn","name":"华尔街见闻"},"weMediaInfo":null,"summary":"随着两家车型价格、市场重合度越来越高，竞争关系逐渐尖锐。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"TSLA":"特斯拉","01211":"比亚迪股份","002594":"比亚迪"},"translate_title":"Musk \"on the bar\" Wang Chuanfu, who is the overlord of the electric car Jianghu","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/fe22bef66c50616fde992f0cd9dddfdb","symbols_score_info":{"002594":1.1,"01211":1.1,"TSLA":1.1},"content_text":"作者 | 柴旭晨一台珍珠白色的新款Model 3在上海超级工厂缓缓下线，这是特斯拉在全球生产的第500万台新车。9月17日，特斯拉中国用一条简短的博文，对外宣告了这一关键节点的达成。值得一提的是，从400万到500万，特斯拉只用了6个月，日均产量来到了5千余台。其中撑起产能半边天的上海超级工厂，已经可以做到“40秒下线一台整车”，无异于是马斯克的“印钞机”。值得一提的是，一个多月前的8月9日，另一家巨头比亚迪也刚刚宣布“500万辆新能源车”下线。与王传福的泫然泪下相比，特斯拉的“500万”并没有大张旗鼓。去年被比亚迪挤下新能源王座的特斯拉并没有服输，两个巨头在产能和需求端的竞赛反而愈加激烈，因为他们都在争夺通往下一阶段千万量级产量规模的钥匙，这背后是围绕提升价格、成本优势的一场比拼。就在撞线“500万”前不久，马斯克又掷出新牌。9月14日，有消息显示，特斯拉在“千兆铸造”（Giga casting）技术方面取得突破。据了解，通过该技术，特斯拉可将电动车原先组装拼接400个底盘零部件的步骤，直接一次性压铸成型。并且利用3D打印与工业用沙技术，大幅压降金属模具的制造成本和验证速度，而该部件是一体压铸工艺中硬件成本的大头。美国工程公司Caresoft Global总裁Terry Woychowski表示，“千兆铸造”将进一步颠覆汽车的设计和制造方式。因为该工艺可将生产成本砍半、车型研发周期降低至18-24个月内，领先目前其他多数竞争对手所需的 3-4 年。马斯克之所以开足马力在制造环节出狠招，本质是“信奉”不断技术迭代以提高生产效率，保证盈利能力。而特斯拉上半年盈利能力的下滑，暗示其到达了一个阶段性的瓶颈，技术更新迫在眉睫。要知道，对手比亚迪也正在降本的路上快速潜行。在9月初慕尼黑车展期间，瑞银证券将比亚迪海豹进行了拆解。其研究发现，该车整体成本较上海工厂生产的同级别Model 3居然还低了15%，较欧洲产的同级别大众汽车要低35%。瑞银中国汽车行业研究主管巩旻透露，比亚迪海豹中自产的零部件比重就占到约3/4。而比亚迪现在控制着电池、电机、功率半导体等电动车中大部分成本高且关键的零部件制造。比亚迪在生产成本上的优势也令其腰杆颇硬。在6月股东大会上，王传福就直言比亚迪打得起价格战，且有信心在未来3-5年攫取更多市场份额。此次马斯克升级的“千兆铸造”，显然是在市场和对手压力下，主动出击为自己赢得更多筹码，持续保持领先的市场地位。虽然特斯拉与比亚迪发展模式截然不同，一个“高举低打”，走大单品快速渗透路线；另一个“农村包围城市”车海战术叠加品牌向上，在各个价格段跑马圈地。但随着两家车型价格、市场重合度越来越高，竞争关系逐渐尖锐。而马斯克手里还握着一直未发的第二支箭--15万元的Model Q。根据计划，Model Q的生产成本将会是Model 3的一半，这或是特斯拉杀入A级市场，加速迈入“千万俱乐部”的助推剂。在特斯拉“宏图计划第三篇章”中，马斯克对这款车的总销量规划是恐怖的4200万台。而Model Q的价格定位，也来到比亚迪优势最明显的腹地，与秦系列、海豚、宋系列直接竞争。国泰君安证券指出，“这将是特斯拉在未来十年生产数千万辆平价电动汽车、实现盈利计划的关键所在”。可谓是“Game Changer”的又一张王牌，进一步坐实特斯拉“成本杀手”的名号。不止于此，在决胜“千万”的路上，马斯克还有另一个杀手锏--智驾，这是特斯拉接下来在需求端抢收的铺垫。8月底，马斯克在推特上直播FSD V12版本的试驾，开源证券分析师任浪判断，该系统版本已经基本实现了准L4级别的智驾体验。他认为当智驾迈入L4级后，就将迎来主流消费群体将高频使用，并提升在购车因素的优先级。在此背景下，特斯拉自研了5年的Dojo超算平台迎来投产，为FSD按下加速进化按钮。根据特斯拉公布的Dojo训练结果，其可将FSD此前一个月的训练时间压缩至一周。因此，在政策以及FSD革新迭代的驱动下，电动车行业的下一个爆发时刻即将到来。开源证券指出，特斯拉FSD V12的智驾能力目前领先小鹏、华为等头部玩家1.5年左右。在规模和供应链把控上，特斯拉和比亚迪这两家巨头的比拼仍在继续。MarkLines近期公布的数据显示，上半年，比亚迪以全球125万台的销量首度闯入世界车企TOP10，而特斯则以88万台排在第15名。但与特斯拉100%纯电不同的是，比亚迪的成绩，是纯电+增程等混动车型相加，其中纯电车型占比49.1%。或许到明后年，随着制造成本的下降、研发效率的攀升，以及FSD加持，以Model Q打头的特斯拉车队将重塑头部车企的竞争格局。500万台车，只是新能源巨头角逐的上半场，行业依旧风谲云诡，伴随格局的加速固化，谁能成为下半场千万级的大赢家，或许就将稳坐铁王座了。不过现在，马斯克和王传福都不能掉以轻心。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":221657985491080,"gmtCreate":1695152270012,"gmtModify":1695152271932,"author":{"id":"3566906509439521","authorId":"3566906509439521","name":"帅虎扑","avatar":"https://static.tigerbbs.com/42f405c0d4dbab0caed81362b56fa823","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"L4级自动驾驶最根本的还是缺乏法律依据!","listText":"L4级自动驾驶最根本的还是缺乏法律依据!","text":"L4级自动驾驶最根本的还是缺乏法律依据!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/221657985491080","repostId":1141193047,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":221620377440288,"gmtCreate":1695143028848,"gmtModify":1695143030231,"author":{"id":"3520311914319676","authorId":"3520311914319676","name":"带老鼠","avatar":"https://static.tigerbbs.com/5efff083d92123a9144dd4ce6f0a5537","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"海豹拿什么对标model3.","listText":"海豹拿什么对标model3.","text":"海豹拿什么对标model3.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/221620377440288","repostId":1141193047,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":221581799247960,"gmtCreate":1695133612107,"gmtModify":1695136326023,"author":{"id":"3503808134984205","authorId":"3503808134984205","name":"JAX 1120","avatar":"https://static.tigerbbs.com/3ee0949fabd240cabb42235ba51aa050","vip":1,"crmLevel":4,"crmLevelSwitch":1},"htmlText":"byd的降本就是压榨底层员工","listText":"byd的降本就是压榨底层员工","text":"byd的降本就是压榨底层员工","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/221581799247960","repostId":1141193047,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":8071007,"gmtCreate":1695172943760,"gmtModify":1695172947460,"authorId":3494546574063181,"author":{"id":3494546574063181,"authorId":3494546574063181,"name":"etc卷商银行为主","avatar":"https://static.tigerbbs.com/5b586cccac8b017e17fe86d3573d32b9","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":221581799247960,"type":1,"supId":0,"prevId":0,"content":"比亚<u>迪</u>给工人的工资挺好，在当地属于高的，我在深圳比亚迪上过班","text":"比亚<u>迪</u>给工人的工资挺好，在当地属于高的，我在深圳比亚迪上过班","html":"比亚<u>迪</u>给工人的工资挺好，在当地属于高的，我在深圳比亚迪上过班"}],"langContent":"CN"},{"id":221580145606704,"gmtCreate":1695133207457,"gmtModify":1695133461125,"author":{"id":"3572071041496714","authorId":"3572071041496714","name":"alexande007","avatar":"https://static.tigerbbs.com/7204136f9322395ab13073bd18d7ef40","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"王大嘴全靠骗补装逼，用爱国情怀绑架韭菜，跟老马不是一个档次！","listText":"王大嘴全靠骗补装逼，用爱国情怀绑架韭菜，跟老马不是一个档次！","text":"王大嘴全靠骗补装逼，用爱国情怀绑架韭菜，跟老马不是一个档次！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/221580145606704","repostId":1141193047,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":8071243,"gmtCreate":1695220328134,"gmtModify":1695220331964,"authorId":3572071041496714,"author":{"id":3572071041496714,"authorId":3572071041496714,"name":"alexande007","avatar":"https://static.tigerbbs.com/7204136f9322395ab13073bd18d7ef40","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":221580145606704,"type":1,"supId":8071241,"prevId":0,"content":"<span class=\"s1\">你懂什么叫骗补吗？不懂先谷歌一下</span>","text":"<span class=\"s1\">你懂什么叫骗补吗？不懂先谷歌一下</span>","html":"<span class=\"s1\">你懂什么叫骗补吗？不懂先谷歌一下</span>"},{"id":8071241,"gmtCreate":1695220227181,"gmtModify":1695220230907,"authorId":3576027682482646,"author":{"id":3576027682482646,"authorId":3576027682482646,"name":"枫起于青萍之末","avatar":"https://static.tigerbbs.com/adb3cd85146d87cb4acf29103a4c1938","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":221580145606704,"type":1,"supId":0,"prevId":0,"content":"特斯拉没有补贴?","text":"特斯拉没有补贴?","html":"特斯拉没有补贴?"}],"langContent":"CN"},{"id":221579571474568,"gmtCreate":1695133076587,"gmtModify":1695133395008,"author":{"id":"3553041171025952","authorId":"3553041171025952","name":"TSIENYI","avatar":"https://static.tigerbbs.com/8f81a3f874b8f5f3436e56dec3a90807","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"做着明显偏向马斯克","listText":"做着明显偏向马斯克","text":"做着明显偏向马斯克","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/221579571474568","repostId":1141193047,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":221578685141040,"gmtCreate":1695132850898,"gmtModify":1695132852589,"author":{"id":"3473160687651039","authorId":"3473160687651039","name":"Athos_","avatar":"https://static.tigerbbs.com/ef8aa573c79cdc038862e2e92e4e4983","vip":1,"crmLevel":7,"crmLevelSwitch":1},"htmlText":"用了都知道谁才是老大。","listText":"用了都知道谁才是老大。","text":"用了都知道谁才是老大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/221578685141040","repostId":1141193047,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":9,"commentSize":6,"repostSize":6,"favoriteSize":4,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.26.2","shortVersion":"4.26.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1141193047"}