时空酷兔
2023-06-02
mark 年初传统汽车价格战也告一段落
@价值投资为王:
新能源汽车5月销量点评:寒冬已过!
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年初传统汽车价格战也告一段落","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/182724539248880","repostId":182631678148648,"repostType":1,"repost":{"magic":2,"id":182631678148648,"tweetId":"182631678148648","gmtCreate":1685617910947,"gmtModify":1685617941510,"author":{"id":21347731130544,"idStr":"21347731130544","authorId":21347731130544,"authorIdStr":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者:发表过3篇及以上精华帖,且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.25","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":45421,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/5dbff4cb3fdb08b79c38ddb9d78bb153","width":"996","height":"480"},{"img":"https://static.tigerbbs.com/3a4d01432a7d93c4059d4619eb282d08","width":"1276","height":"571"},{"img":"https://static.tigerbbs.com/e8ca216dc4941225690a63a5ba5ebb07","width":"1561","height":"657"},{"img":"https://static.tigerbbs.com/b7600f2ad8043c187a92bacf9d73c388","width":"1053","height":"499"},{"img":"https://static.tigerbbs.com/ac8466a416804693f5e0c699854fc824","width":"1115","height":"550"},{"img":"https://static.tigerbbs.com/a122cfd289f6183ace7f3159ca4a09ed","width":"1087","height":"536"},{"img":"https://static.tigerbbs.com/5f9e8630d5828a785609e95c7814423b","width":"971","height":"523"},{"img":"https://static.tigerbbs.com/906ae4d870eb3a868ffa76ce08f175ef","width":"1201","height":"507"},{"img":"https://static.tigerbbs.com/d608d073f955d0753da5f510afad644a","width":"1058","height":"509"},{"img":"https://static.tigerbbs.com/2f8038632219c19848319350a8646314","width":"1139","height":"510"}],"coverImages":[{"img":"https://static.tigerbbs.com/5dbff4cb3fdb08b79c38ddb9d78bb153","width":"996","height":"480"},{"img":"https://static.tigerbbs.com/3a4d01432a7d93c4059d4619eb282d08","width":"1276","height":"571"},{"img":"https://static.tigerbbs.com/e8ca216dc4941225690a63a5ba5ebb07","width":"1561","height":"657"}],"title":"新能源汽车5月销量点评:寒冬已过!","html":"<html><head></head><body><p>今天是6月1日,儿童节,各大新能源汽车公布了5月的销售数据,整体感觉是车市寒冬已过!</p>\n<p>要说例外,只有一个仍然困在冬天,即蔚来。</p>\n<p>5月,蔚来的销量为6155辆,同比下滑12.4%,月销量创1年来新低:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/906ae4d870eb3a868ffa76ce08f175ef\" tg-width=\"1201\" tg-height=\"507\"></p>\n<p>销量下滑的主要原因蔚来之前解释过,是因为旗下的车型正在升级换代,消费者普遍观望造成。</p>\n<p>部分新能源车企也曾因为升级换代而销量暴跌过,随着新车型的上市,销量多有回升,所以,蔚来还有希望,但当下的销量连理想汽车的零头都不到了,真是让人唏嘘,也道出了蔚来的管理层存在问题。</p>\n<p>5月,理想汽车月销量28277辆,同比增长146%,月销量创历史记录:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f8038632219c19848319350a8646314\" tg-width=\"1139\" tg-height=\"510\"></p>\n<p>在销量月报中,公司首次提及单月营收过百亿人民币,傲娇之情溢于言表,当然,理想这份成绩单也不令人意外,官方早就按周公布上险量数据,投资者预估5月销量并不难,股价也有所反应,在中概股哀鸿遍野之下,逆势走强。</p>\n<p>小鹏5月销量7506辆,同比下滑25.9%,虽然依然惨淡,但好在月销量企稳回升,月报中公司提及P7i的出货量较上月有了大幅增长,同时暗示G6新车有望成为爆款。</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d608d073f955d0753da5f510afad644a\" tg-width=\"1058\" tg-height=\"509\"></p>\n<p>G6对小鹏十分重要,销量决定能否挽回投资者信心,如果像G9一样扑街,小鹏真的就要命悬一线了!</p>\n<p>新能源之王比亚迪5月销量240220辆,创历史新高,同比增长109%:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8ca216dc4941225690a63a5ba5ebb07\" tg-width=\"1561\" tg-height=\"657\"></p>\n<p>迪王一如既往的优秀,但也仍需努力,尤其是海外市场,5月的销量只有10203辆,创数月来新低:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f9e8630d5828a785609e95c7814423b\" tg-width=\"971\" tg-height=\"523\"></p>\n<p>国内汽车销量数据约2600万辆左右,比亚迪的销售占比接近10%,从世界范围来看,丰田的占比也就10%多一点,国内市场还有多少空间待挖掘?</p>\n<p>正如网友所言,今年月销量如此之高,明年的增量来自哪里?</p>\n<p>从5月海外市场销售数据来看,比亚迪还需努力!</p>\n<p>零跑5月销量喜人,重回12058辆,逼近历史新高:</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5dbff4cb3fdb08b79c38ddb9d78bb153\" tg-width=\"996\" tg-height=\"480\"></p>\n<p>塞力斯5月销量也有所回暖:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a4d01432a7d93c4059d4619eb282d08\" tg-width=\"1276\" tg-height=\"571\"></p>\n<p>极氪和哪吒5月销量同样回暖:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7600f2ad8043c187a92bacf9d73c388\" tg-width=\"1053\" tg-height=\"499\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a122cfd289f6183ace7f3159ca4a09ed\" tg-width=\"1087\" tg-height=\"536\"></p>\n<p> 广汽埃安5月销量45003辆,创历史新高,同比增长113.7%:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac8466a416804693f5e0c699854fc824\" tg-width=\"1115\" tg-height=\"550\"></p>\n<p>整体来看,新能源汽车5月的销量明显回暖,在去年底特斯拉掀起价格战后,各造车新势力有所跟进,而随着电池级碳酸锂价格企稳,价格战有缓和态势,消费者或结束观望态势,车市寒冬已过!</p>\n<p> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> <a href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a> </p></body></html>","htmlText":"<html><head></head><body><p>今天是6月1日,儿童节,各大新能源汽车公布了5月的销售数据,整体感觉是车市寒冬已过!</p>\n<p>要说例外,只有一个仍然困在冬天,即蔚来。</p>\n<p>5月,蔚来的销量为6155辆,同比下滑12.4%,月销量创1年来新低:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/906ae4d870eb3a868ffa76ce08f175ef\" tg-width=\"1201\" tg-height=\"507\"></p>\n<p>销量下滑的主要原因蔚来之前解释过,是因为旗下的车型正在升级换代,消费者普遍观望造成。</p>\n<p>部分新能源车企也曾因为升级换代而销量暴跌过,随着新车型的上市,销量多有回升,所以,蔚来还有希望,但当下的销量连理想汽车的零头都不到了,真是让人唏嘘,也道出了蔚来的管理层存在问题。</p>\n<p>5月,理想汽车月销量28277辆,同比增长146%,月销量创历史记录:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f8038632219c19848319350a8646314\" tg-width=\"1139\" tg-height=\"510\"></p>\n<p>在销量月报中,公司首次提及单月营收过百亿人民币,傲娇之情溢于言表,当然,理想这份成绩单也不令人意外,官方早就按周公布上险量数据,投资者预估5月销量并不难,股价也有所反应,在中概股哀鸿遍野之下,逆势走强。</p>\n<p>小鹏5月销量7506辆,同比下滑25.9%,虽然依然惨淡,但好在月销量企稳回升,月报中公司提及P7i的出货量较上月有了大幅增长,同时暗示G6新车有望成为爆款。</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d608d073f955d0753da5f510afad644a\" tg-width=\"1058\" tg-height=\"509\"></p>\n<p>G6对小鹏十分重要,销量决定能否挽回投资者信心,如果像G9一样扑街,小鹏真的就要命悬一线了!</p>\n<p>新能源之王比亚迪5月销量240220辆,创历史新高,同比增长109%:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8ca216dc4941225690a63a5ba5ebb07\" tg-width=\"1561\" tg-height=\"657\"></p>\n<p>迪王一如既往的优秀,但也仍需努力,尤其是海外市场,5月的销量只有10203辆,创数月来新低:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f9e8630d5828a785609e95c7814423b\" tg-width=\"971\" tg-height=\"523\"></p>\n<p>国内汽车销量数据约2600万辆左右,比亚迪的销售占比接近10%,从世界范围来看,丰田的占比也就10%多一点,国内市场还有多少空间待挖掘?</p>\n<p>正如网友所言,今年月销量如此之高,明年的增量来自哪里?</p>\n<p>从5月海外市场销售数据来看,比亚迪还需努力!</p>\n<p>零跑5月销量喜人,重回12058辆,逼近历史新高:</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5dbff4cb3fdb08b79c38ddb9d78bb153\" tg-width=\"996\" tg-height=\"480\"></p>\n<p>塞力斯5月销量也有所回暖:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a4d01432a7d93c4059d4619eb282d08\" tg-width=\"1276\" tg-height=\"571\"></p>\n<p>极氪和哪吒5月销量同样回暖:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7600f2ad8043c187a92bacf9d73c388\" tg-width=\"1053\" tg-height=\"499\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a122cfd289f6183ace7f3159ca4a09ed\" tg-width=\"1087\" tg-height=\"536\"></p>\n<p> 广汽埃安5月销量45003辆,创历史新高,同比增长113.7%:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac8466a416804693f5e0c699854fc824\" tg-width=\"1115\" tg-height=\"550\"></p>\n<p>整体来看,新能源汽车5月的销量明显回暖,在去年底特斯拉掀起价格战后,各造车新势力有所跟进,而随着电池级碳酸锂价格企稳,价格战有缓和态势,消费者或结束观望态势,车市寒冬已过!</p>\n<p> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> <a href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a> </p></body></html>","text":"今天是6月1日,儿童节,各大新能源汽车公布了5月的销售数据,整体感觉是车市寒冬已过! 要说例外,只有一个仍然困在冬天,即蔚来。 5月,蔚来的销量为6155辆,同比下滑12.4%,月销量创1年来新低: 销量下滑的主要原因蔚来之前解释过,是因为旗下的车型正在升级换代,消费者普遍观望造成。 部分新能源车企也曾因为升级换代而销量暴跌过,随着新车型的上市,销量多有回升,所以,蔚来还有希望,但当下的销量连理想汽车的零头都不到了,真是让人唏嘘,也道出了蔚来的管理层存在问题。 5月,理想汽车月销量28277辆,同比增长146%,月销量创历史记录: 在销量月报中,公司首次提及单月营收过百亿人民币,傲娇之情溢于言表,当然,理想这份成绩单也不令人意外,官方早就按周公布上险量数据,投资者预估5月销量并不难,股价也有所反应,在中概股哀鸿遍野之下,逆势走强。 小鹏5月销量7506辆,同比下滑25.9%,虽然依然惨淡,但好在月销量企稳回升,月报中公司提及P7i的出货量较上月有了大幅增长,同时暗示G6新车有望成为爆款。 G6对小鹏十分重要,销量决定能否挽回投资者信心,如果像G9一样扑街,小鹏真的就要命悬一线了! 新能源之王比亚迪5月销量240220辆,创历史新高,同比增长109%: 迪王一如既往的优秀,但也仍需努力,尤其是海外市场,5月的销量只有10203辆,创数月来新低: 国内汽车销量数据约2600万辆左右,比亚迪的销售占比接近10%,从世界范围来看,丰田的占比也就10%多一点,国内市场还有多少空间待挖掘? 正如网友所言,今年月销量如此之高,明年的增量来自哪里? 从5月海外市场销售数据来看,比亚迪还需努力! 零跑5月销量喜人,重回12058辆,逼近历史新高: 塞力斯5月销量也有所回暖: 极氪和哪吒5月销量同样回暖: 广汽埃安5月销量45003辆,创历史新高,同比增长113.7%: 整体来看,新能源汽车5月的销量明显回暖,在去年底特斯拉掀起价格战后,各造车新势力有所跟进,而随着电池级碳酸锂价格企稳,价格战有缓和态势,消费者或结束观望态势,车市寒冬已过! $蔚来(NIO)$ $理想汽车(LI)$ $小鹏汽车(XPEV)$ $比亚迪股份(01211)$ $零跑汽车(09863)$","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/182631678148648","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["XPEV","NIO","01211","09863","LI"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1618,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1375,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":32,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/182724539248880"}
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