羡慕！理想汽车CEO评比亚迪：整车成本管理优于特斯拉

盖世汽车2023-03-31

3月29日，理想汽车创始人、董事长兼CEO李想发文表示：“第四季度的汽车毛利率22.8%（经销商体系），假设并入经销商体系的费用，比亚迪第四季度毛利率和特斯拉第四季度25.9%的毛利率（直营体系）不相上下，甚至表现更好。”在李想看来，考虑到平均售价更低等因素，比亚迪整车成本管理显著的优于特斯拉。“财务是最理性的考试题，这个答卷非常优秀！”根据比亚迪刚刚披露的2022年年报，比亚迪2022年实现营业...

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

特斯拉粉丝1987
2023-03-31
特斯拉粉丝1987
嘴炮

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2323723091?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2023-03-31 04:01","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2323723091","market":"us","top_or_hot":-1,"title":"羡慕！理想汽车CEO评比亚迪：整车成本管理优于特斯拉","media":"盖世汽车","content":"<div>\n<p>3月29日，理想汽车创始人、董事长兼CEO李想发文表示：“第四季度的汽车毛利率22.8%（经销商体系），假设并入经销商体系的费用，比亚迪第四季度毛利率和特斯拉第四季度25.9%的毛利率（直营体系）不相上下，甚至表现更好。”在李想看来，考虑到平均售价更低等因素，比亚迪整车成本管理显著的优于特斯拉。“财务是最理性的考试题，这个答卷非常优秀！”根据比亚迪刚刚披露的2022年年报，比亚迪2022年实现营业...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303310401488273bb8f&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>羡慕！理想汽车CEO评比亚迪：整车成本管理优于特斯拉</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羡慕！理想汽车CEO评比亚迪：整车成本管理优于特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-31 04:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303310401488273bb8f&s=b><strong>盖世汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月29日，理想汽车创始人、董事长兼CEO李想发文表示：“第四季度的汽车毛利率22.8%（经销商体系），假设并入经销商体系的费用，比亚迪第四季度毛利率和特斯拉第四季度25.9%的毛利率（直营体系）不相上下，甚至表现更好。”在李想看来，考虑到平均售价更低等因素，比亚迪整车成本管理显著的优于特斯拉。“财务是最理性的考试题，这个答卷非常优秀！”根据比亚迪刚刚披露的2022年年报，比亚迪2022年实现营业...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303310401488273bb8f&s=b\">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":"LU0198837287.USD","symbol_name":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303310401488273bb8f&s=b","article_id":"2323723091","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303310401488273bb8f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2323723091","pubTimestamp":1680206507,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"3月29日，理想汽车创始人、董事长兼CEO李想发文表示：“第四季度的汽车毛利率22.8%，假设并入经销商体系的费用，比亚迪第四季度毛利率和特斯拉第四季度25.9%的毛利率不相上下，甚至表现更好。”在李想看来，考虑到平均售价更低等因素，比亚迪整车成本管理显著的优于特斯拉。在新能源车企价格战水深火热，且大多尚未实现盈利，并在生死关头徘徊的当下，比亚迪的这份财报，让众多车企艳羡不已。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU1548497426.USD":"安联环球人工智能AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4555":"新能源车","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4527":"明星科技股","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4550":"红杉资本持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4588":"碎股","TSLA":"特斯拉","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4581":"高盛持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4099":"汽车制造商","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4511":"特斯拉概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4548":"巴美列捷福持仓","LU2063271972.USD":"富兰克林创新领域基金","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC"},"translate_title":"Envy! Li Auto CEO evaluates Yadi: Vehicle cost management is better than Tesla","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLA":0.9},"content_text":"3月29日，理想汽车创始人、董事长兼CEO李想发文表示：“第四季度的汽车毛利率22.8%（经销商体系），假设并入经销商体系的费用，比亚迪第四季度毛利率和特斯拉第四季度25.9%的毛利率（直营体系）不相上下，甚至表现更好。”在李想看来，考虑到平均售价更低等因素，比亚迪整车成本管理显著的优于特斯拉。“财务是最理性的考试题，这个答卷非常优秀！”根据比亚迪刚刚披露的2022年年报，比亚迪2022年实现营业收入4240.61亿元，同比增长96.2%；净利润166.22亿元，同比增长445.86%。在新能源车企价格战水深火热，且大多尚未实现盈利，并在生死关头徘徊的当下，比亚迪的这份财报，让众多车企艳羡不已。值得一提的是，根据盖世汽车报道，2022年第四季度，比亚迪创下最佳单季度净利润（73.11亿元），而这一单季度利润水平已超过其2021年全年的利润水平（30.45亿元）。具体来看，比亚迪2022年四个季度净利润分别为8.08亿元、27.87亿元、57.16亿元、73.11亿元，这也直接让其年度净利润规模首次突破百亿元，并超过过去五年的总和（2017-2021年，比亚迪利润总和约为157亿元）。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":659740256,"gmtCreate":1680265481075,"gmtModify":1680265482639,"author":{"id":"3513812381524731","authorId":"3513812381524731","name":"特斯拉粉丝1987","avatar":"https://static.tigerbbs.com/25ef04119d28cd3b48989e43fdba2107","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3513812381524731","authorIdStr":"3513812381524731"},"htmlText":"嘴炮","listText":"嘴炮","text":"嘴炮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659740256","repostId":2323723091,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"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":"4.29.3","shortVersion":"4.29.3","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/2323723091"}