韭菜红了
05-08
法拉米
@价值投资为王:
法拉利在中国的销量崩了?
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":303667594141776,"tweetId":"303667594141776","gmtCreate":1715157993329,"gmtModify":1715157995119,"author":{"id":3502367573048215,"authorId":3502367573048215,"authorIdStr":"3502367573048215","name":"韭菜红了","avatar":"https://static.tigerbbs.com/e1b7457754c6bbb1f157e2a15d2528d9","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>法拉米</body></html>","htmlText":"<html><head></head><body>法拉米</body></html>","text":"法拉米","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/303667594141776","repostId":303628677079120,"repostType":1,"repost":{"magic":2,"id":303628677079120,"tweetId":"303628677079120","gmtCreate":1715148492093,"gmtModify":1715148531818,"author":{"id":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":2,"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":"2024.07.23","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":44465,"starInvestorFlag":false},"themes":[{"themeId":"88025a3874964b15a6cb5e204c8c6bf5","categoryId":"dfb621be5c8343ed8b1b54f82c69c3be","name":"我是如何玩转财报的","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":88025a3874964b15a6cb5e204c8c6bf5}&rnconfig={\"headerBarHidden\": true}","description":"参与老虎征文玩转财报季,分享属于你的财报体验,人人有奖!","image":"https://static.tigerbbs.com/c304cef099628bccae57fd162a4adc5c"}],"images":[{"img":"https://static.tigerbbs.com/c1c43f4d92d8a5efb4b0b9316818ab58","width":"1468","height":"610"},{"img":"https://static.tigerbbs.com/f97db0e3e2417ee1b95d6100d242abcb","width":"1354","height":"642"},{"img":"https://static.tigerbbs.com/e87538254727e612be0ee6b0b794b404","width":"1171","height":"601"},{"img":"https://static.tigerbbs.com/10dd5a3cfe396a4bec67ac11a88ca647","width":"1171","height":"580"},{"img":"https://static.tigerbbs.com/c31ed0de42711fd1b7961973246105a1","width":"1371","height":"502"},{"img":"https://static.tigerbbs.com/cfa22233d67ac9bfd53a4462e7f0aaa5","width":"1594","height":"627"}],"coverImages":[{"img":"https://static.tigerbbs.com/c1c43f4d92d8a5efb4b0b9316818ab58","width":"1468","height":"610"},{"img":"https://static.tigerbbs.com/f97db0e3e2417ee1b95d6100d242abcb","width":"1354","height":"642"},{"img":"https://static.tigerbbs.com/e87538254727e612be0ee6b0b794b404","width":"1171","height":"601"}],"title":"法拉利在中国的销量崩了?","html":"<html><head></head><body><p>法拉利在中国的销量崩了!</p>\n<p>根据昨日法拉利披露的数据,今年一季度,其在大中华区(包括大陆、香港和台湾)的销量为317辆,同比下滑20%!</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1c43f4d92d8a5efb4b0b9316818ab58\" tg-width=\"1468\" tg-height=\"610\"></p>\n<p>值得注意的是,这已经是法拉利在华销量连续4个季度下降!</p>\n<p>反观其他地区,法拉利在欧洲销量同比增长2.5%,在北美增长3.6%,在亚太其他地区轻微下滑0.3%:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f97db0e3e2417ee1b95d6100d242abcb\" tg-width=\"1354\" tg-height=\"642\"></p>\n<p>受中国销量下滑影响,法拉利一季度总销量为3560辆,略低于去年一季度的3567辆。</p>\n<p>疲软的数据导致昨日法拉利股价跌超6%,创最近3年来最大单日跌幅! <a href=\"https://laohu8.com/S/RACE\">$法拉利(RACE)$</a> </p>\n<p>无独有偶,另一豪华车品牌保时捷,今年一季度在华销量16340辆,同比下滑23.5%,同样是连续4个季度下降:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e87538254727e612be0ee6b0b794b404\" tg-width=\"1171\" tg-height=\"601\"></p>\n<p>反观其他地区,保时捷在德国销量大增36.7%,在其他欧洲国家增长8.8%,在北美下滑23.23%,在世界其他地区增长13.8%,中国同样是表现最差的市场:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10dd5a3cfe396a4bec67ac11a88ca647\" tg-width=\"1171\" tg-height=\"580\"></p>\n<p>法拉利、保时捷在华销量崩盘是个例还是普遍现象?从另一个豪华车企奔驰来看,今年一季度,其在华销量168899辆,同比下滑11.6%,但下滑幅度小于德国的16.6%、亚太其他区域的26%,并不是表现最差的市场:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c31ed0de42711fd1b7961973246105a1\" tg-width=\"1371\" tg-height=\"502\"></p>\n<p>由此来看,法拉利在华销量骤降并不完全是宏观经济的影响,根据业绩电话会的消息,管理层的解释是中国消费者更偏向购买混动法拉利,而非燃油车,但混动车型产能有限,无法满足需求,同时,法拉利希望中国消费者更好了解法拉利品牌,并不急于追求销量增长,希望中国区销量占比在10%以下。</p>\n<p>保时捷则认为中国区销量下滑主因在于经济疲软,尤其是地产危机导致部分买家推迟了购买计划。</p>\n<p>两家奢侈品汽车品牌对在华销量下滑的归因不同,主要是法拉利的车卖的更贵,单车收入高达38.8万欧元(约296万人民币),而保时捷只有11.8万美元(约85万人民币)。</p>\n<p>可以说,法拉利的客户是超级富豪,而保时捷则更偏向中产,后者受宏观经济的影响更大!</p>\n<p>因此,即使法拉利昨日股价大跌,2024年的涨幅依然达到18.5%,而保时捷只有6.4%,拉长时间看,两家公司的股价走势更是南辕北辙: <a href=\"https://laohu8.com/S/POAHY\">$Porsche Automobile Holding SE(POAHY)$</a> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfa22233d67ac9bfd53a4462e7f0aaa5\" tg-width=\"1594\" tg-height=\"627\"></p>\n<p></p>\n<p> </p>\n<p> </p>\n<p></p></body></html>","htmlText":"<html><head></head><body><p>法拉利在中国的销量崩了!</p>\n<p>根据昨日法拉利披露的数据,今年一季度,其在大中华区(包括大陆、香港和台湾)的销量为317辆,同比下滑20%!</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1c43f4d92d8a5efb4b0b9316818ab58\" tg-width=\"1468\" tg-height=\"610\"></p>\n<p>值得注意的是,这已经是法拉利在华销量连续4个季度下降!</p>\n<p>反观其他地区,法拉利在欧洲销量同比增长2.5%,在北美增长3.6%,在亚太其他地区轻微下滑0.3%:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f97db0e3e2417ee1b95d6100d242abcb\" tg-width=\"1354\" tg-height=\"642\"></p>\n<p>受中国销量下滑影响,法拉利一季度总销量为3560辆,略低于去年一季度的3567辆。</p>\n<p>疲软的数据导致昨日法拉利股价跌超6%,创最近3年来最大单日跌幅! <a href=\"https://laohu8.com/S/RACE\">$法拉利(RACE)$</a> </p>\n<p>无独有偶,另一豪华车品牌保时捷,今年一季度在华销量16340辆,同比下滑23.5%,同样是连续4个季度下降:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e87538254727e612be0ee6b0b794b404\" tg-width=\"1171\" tg-height=\"601\"></p>\n<p>反观其他地区,保时捷在德国销量大增36.7%,在其他欧洲国家增长8.8%,在北美下滑23.23%,在世界其他地区增长13.8%,中国同样是表现最差的市场:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10dd5a3cfe396a4bec67ac11a88ca647\" tg-width=\"1171\" tg-height=\"580\"></p>\n<p>法拉利、保时捷在华销量崩盘是个例还是普遍现象?从另一个豪华车企奔驰来看,今年一季度,其在华销量168899辆,同比下滑11.6%,但下滑幅度小于德国的16.6%、亚太其他区域的26%,并不是表现最差的市场:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c31ed0de42711fd1b7961973246105a1\" tg-width=\"1371\" tg-height=\"502\"></p>\n<p>由此来看,法拉利在华销量骤降并不完全是宏观经济的影响,根据业绩电话会的消息,管理层的解释是中国消费者更偏向购买混动法拉利,而非燃油车,但混动车型产能有限,无法满足需求,同时,法拉利希望中国消费者更好了解法拉利品牌,并不急于追求销量增长,希望中国区销量占比在10%以下。</p>\n<p>保时捷则认为中国区销量下滑主因在于经济疲软,尤其是地产危机导致部分买家推迟了购买计划。</p>\n<p>两家奢侈品汽车品牌对在华销量下滑的归因不同,主要是法拉利的车卖的更贵,单车收入高达38.8万欧元(约296万人民币),而保时捷只有11.8万美元(约85万人民币)。</p>\n<p>可以说,法拉利的客户是超级富豪,而保时捷则更偏向中产,后者受宏观经济的影响更大!</p>\n<p>因此,即使法拉利昨日股价大跌,2024年的涨幅依然达到18.5%,而保时捷只有6.4%,拉长时间看,两家公司的股价走势更是南辕北辙: <a href=\"https://laohu8.com/S/POAHY\">$Porsche Automobile Holding SE(POAHY)$</a> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfa22233d67ac9bfd53a4462e7f0aaa5\" tg-width=\"1594\" tg-height=\"627\"></p>\n<p></p>\n<p> </p>\n<p> </p>\n<p></p></body></html>","text":"法拉利在中国的销量崩了! 根据昨日法拉利披露的数据,今年一季度,其在大中华区(包括大陆、香港和台湾)的销量为317辆,同比下滑20%! 值得注意的是,这已经是法拉利在华销量连续4个季度下降! 反观其他地区,法拉利在欧洲销量同比增长2.5%,在北美增长3.6%,在亚太其他地区轻微下滑0.3%: 受中国销量下滑影响,法拉利一季度总销量为3560辆,略低于去年一季度的3567辆。 疲软的数据导致昨日法拉利股价跌超6%,创最近3年来最大单日跌幅! $法拉利(RACE)$ 无独有偶,另一豪华车品牌保时捷,今年一季度在华销量16340辆,同比下滑23.5%,同样是连续4个季度下降: 反观其他地区,保时捷在德国销量大增36.7%,在其他欧洲国家增长8.8%,在北美下滑23.23%,在世界其他地区增长13.8%,中国同样是表现最差的市场: 法拉利、保时捷在华销量崩盘是个例还是普遍现象?从另一个豪华车企奔驰来看,今年一季度,其在华销量168899辆,同比下滑11.6%,但下滑幅度小于德国的16.6%、亚太其他区域的26%,并不是表现最差的市场: 由此来看,法拉利在华销量骤降并不完全是宏观经济的影响,根据业绩电话会的消息,管理层的解释是中国消费者更偏向购买混动法拉利,而非燃油车,但混动车型产能有限,无法满足需求,同时,法拉利希望中国消费者更好了解法拉利品牌,并不急于追求销量增长,希望中国区销量占比在10%以下。 保时捷则认为中国区销量下滑主因在于经济疲软,尤其是地产危机导致部分买家推迟了购买计划。 两家奢侈品汽车品牌对在华销量下滑的归因不同,主要是法拉利的车卖的更贵,单车收入高达38.8万欧元(约296万人民币),而保时捷只有11.8万美元(约85万人民币)。 可以说,法拉利的客户是超级富豪,而保时捷则更偏向中产,后者受宏观经济的影响更大! 因此,即使法拉利昨日股价大跌,2024年的涨幅依然达到18.5%,而保时捷只有6.4%,拉长时间看,两家公司的股价走势更是南辕北辙: $Porsche Automobile Holding SE(POAHY)$","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/303628677079120","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["RACE","POAHY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1500,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":437,"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,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/303667594141776"}
精彩评论