canonwu
2021-03-29
先治治恒大吧,别把小鹏蔚来这种错杀了
这些毛病,得治!聚焦新能源汽车行业发展隐忧
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拿捏了
2021-03-29
拿捏了
ppt几千亿市值算新能源?我看就是骗子
拿捏了
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canonwu
:
我说的就是恒大 [笑哭] [笑哭],许某人壮着自己的关系,吃相太难看了。
bilibili猫
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canonwu
:
他说的是,电动车之王,法拉第未来
canonwu
:
现在还是ppt的,唯恒大一家,你恐怕是对ppt有什么误解。蔚来一个月7000+交付都还是ppt的话。。。
龙龙nn
2021-03-29
龙龙nn
新能源市场应该是共同良性发展,不是相互拆台
什么也没有了~
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行业“虚火”旺多名行业人士及专家向记者表示,目前新能源车销售端“虚假宣传”多见的背后是该行业“虚火过旺”。记者发现,广阔的市场潜力催生出部分纸上“造车”的“PPT车企”。截至目前,恒大汽车公司市值已高达5000亿港元,成为港股中仅次于比亚迪的第二大车企,但该公司尚未有一款量产车型在售。根据日前公布的2020年全年业绩报,从营收占比来看,恒大汽车98.79%营收来自医疗美容及健康管理收入,却只有1.21%营收来自新能源汽车。部分市场人士判断,产能和市值的巨大反差表明新能源汽车行业在资本市场上存在一定程度的估值虚高。国投招商投资管理有限公司总经理杜硕认为:“部分市场主体投机冲动强烈,新能源汽车的头部企业并不多,资产配置中股票又是最容易获得的,很容易就形成过热。”记者还发现,部分地方政府盲目“竞赛”引进新能源汽车项目。“有的地方为拉项目啥都条件都给,有的直接为车企把土地都平整好了。”一位地方政府工作人员向记者透露,“见新能源车项目就抢,审核、甄别都‘绿灯’,生怕自己落在后面。”“一些地方政府拼命上项目,变相助推行业‘虚火’上升。没有真正的市场需求,产品可靠性无法达标。”中国汽车工业协会副秘书长师建华说。此外,杨胜兵表示,2021年新能源车补贴进一步退坡,行业面临全面转向技术能力主导的市场竞争。面对当前国内行业技术积累仍较有限的现实,“浮夸”“虚火”在一定程度上都折射出行业焦虑。抓质量、控资本、提技术 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