Hellomyboy
2023-05-05
小鹏是真的可以空一空了
@价值投资为王:
蔚来的借口真多!
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。
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</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7262e2920d47df53f1e9d3f3f3faa6b\" tg-width=\"1198\" tg-height=\"502\"></p>\n<p>作为最早上市的造车新势力,蔚来也曾顺风顺水过,但自2022年后,蔚来的销量就经常扑街。</p>\n<p>去年有疫情干扰,蔚来可以把销量不及预期让新冠背锅,没想到今年,蔚来又把销量萎靡归咎于车型升级换代。</p>\n<p>好吧,理由虽然过得去,但相比理想,蔚来的数据就没好过。</p>\n<p>比如理想L7,交付第一个完整月就达到了1万辆,而蔚来,不断的推出新车型,但很难说哪一款有L7一样出色的表现。</p>\n<p>总销量上,理想4月份销量达到25681辆,创历史记录:</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/657aeca8b0c6398e9cbad503fc767870\" tg-width=\"1129\" tg-height=\"510\"></p>\n<p>造车新势力之一的小鹏,销量上是最早掉队的,但没想到,4月份交付7079辆,超过了蔚来:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcaf8e0c9e1bb7d03a9a5e6f140ca285\" tg-width=\"1055\" tg-height=\"518\"></p>\n<p>目前,小鹏的销量虽然有触底的意思,但很明显,新车型G9的上市依然没有火爆,目前,小鹏把赌注压给了刚刚发布的新车型G6,该车型将于二季度末交付,如果还扑街,对投资者的打击恐怕是致命的。</p>\n<p>聊完造车新势力,再看比亚迪,4月份销售210295辆,同比增长98.3%:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9087577d5a9fb2d4323dbd08b88b2df7\" tg-width=\"1557\" tg-height=\"667\"></p>\n<p>虽然一个比亚迪吊打所有其他玩家,但是,环比看,比亚迪月销量停留在20万左右,已经连续4个月未能创出新高,到下半年,如果还不能突破,比亚迪的增速也将大幅放缓。</p>\n<p>有华为加持的塞力斯,4月份一反往常,并未公布月度销量,但从此前几个月的销售数据来看,4月恐不乐观。</p>\n<p>在港股上市的零跑,4月销量8726辆,同比下滑4%,下滑幅度较之前大幅收窄,但距离上市前的销量仍有较大差距:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbfd95947a02741633a4f5811a1545f5\" tg-width=\"995\" tg-height=\"476\"></p>\n<p>极氪4月销量8101辆,环比势头较好:</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04b9788b22ffea87842b3306d13ec0b7\" tg-width=\"1054\" tg-height=\"505\"></p>\n<p>没有上市的哪吒,4月销量11080辆,同比增长25.7%,主要是去年同期有疫情影响,销量较低,对比去年底,哪吒的销量依然低迷,凸显新能源补贴退坡之后,对于大众新能源车企的影响依然较大:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09a3b946078140b1f429620be4058177\" tg-width=\"1088\" tg-height=\"542\"></p>\n<p>广汽埃安4月销量41012辆,续创历史新高!</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b010821fc2543fc753f063dcbd08d95\" tg-width=\"1045\" tg-height=\"548\"></p>\n<p>广汽埃安和理想给新能源车企做了最佳示范,有前途的公司就应该月月新高,而不是车型不断推,销量不见涨! <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> </p></body></html>","htmlText":"<html><head></head><body><p>4月新能源汽车销量出来了,蔚来又扑街了!</p>\n<p>从数据上看,蔚来月销6658辆,同比增长31.2%,虽然数字上还过得去,但去年4月是上海疫情最严重的时候,彼时的月销量刚好处于低谷,如果环比看,蔚来4月销量下滑35.8%:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7262e2920d47df53f1e9d3f3f3faa6b\" tg-width=\"1198\" tg-height=\"502\"></p>\n<p>作为最早上市的造车新势力,蔚来也曾顺风顺水过,但自2022年后,蔚来的销量就经常扑街。</p>\n<p>去年有疫情干扰,蔚来可以把销量不及预期让新冠背锅,没想到今年,蔚来又把销量萎靡归咎于车型升级换代。</p>\n<p>好吧,理由虽然过得去,但相比理想,蔚来的数据就没好过。</p>\n<p>比如理想L7,交付第一个完整月就达到了1万辆,而蔚来,不断的推出新车型,但很难说哪一款有L7一样出色的表现。</p>\n<p>总销量上,理想4月份销量达到25681辆,创历史记录:</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/657aeca8b0c6398e9cbad503fc767870\" tg-width=\"1129\" tg-height=\"510\"></p>\n<p>造车新势力之一的小鹏,销量上是最早掉队的,但没想到,4月份交付7079辆,超过了蔚来:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcaf8e0c9e1bb7d03a9a5e6f140ca285\" tg-width=\"1055\" tg-height=\"518\"></p>\n<p>目前,小鹏的销量虽然有触底的意思,但很明显,新车型G9的上市依然没有火爆,目前,小鹏把赌注压给了刚刚发布的新车型G6,该车型将于二季度末交付,如果还扑街,对投资者的打击恐怕是致命的。</p>\n<p>聊完造车新势力,再看比亚迪,4月份销售210295辆,同比增长98.3%:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9087577d5a9fb2d4323dbd08b88b2df7\" tg-width=\"1557\" tg-height=\"667\"></p>\n<p>虽然一个比亚迪吊打所有其他玩家,但是,环比看,比亚迪月销量停留在20万左右,已经连续4个月未能创出新高,到下半年,如果还不能突破,比亚迪的增速也将大幅放缓。</p>\n<p>有华为加持的塞力斯,4月份一反往常,并未公布月度销量,但从此前几个月的销售数据来看,4月恐不乐观。</p>\n<p>在港股上市的零跑,4月销量8726辆,同比下滑4%,下滑幅度较之前大幅收窄,但距离上市前的销量仍有较大差距:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbfd95947a02741633a4f5811a1545f5\" tg-width=\"995\" tg-height=\"476\"></p>\n<p>极氪4月销量8101辆,环比势头较好:</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04b9788b22ffea87842b3306d13ec0b7\" tg-width=\"1054\" tg-height=\"505\"></p>\n<p>没有上市的哪吒,4月销量11080辆,同比增长25.7%,主要是去年同期有疫情影响,销量较低,对比去年底,哪吒的销量依然低迷,凸显新能源补贴退坡之后,对于大众新能源车企的影响依然较大:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09a3b946078140b1f429620be4058177\" tg-width=\"1088\" tg-height=\"542\"></p>\n<p>广汽埃安4月销量41012辆,续创历史新高!</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b010821fc2543fc753f063dcbd08d95\" tg-width=\"1045\" tg-height=\"548\"></p>\n<p>广汽埃安和理想给新能源车企做了最佳示范,有前途的公司就应该月月新高,而不是车型不断推,销量不见涨! <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> </p></body></html>","text":"4月新能源汽车销量出来了,蔚来又扑街了! 从数据上看,蔚来月销6658辆,同比增长31.2%,虽然数字上还过得去,但去年4月是上海疫情最严重的时候,彼时的月销量刚好处于低谷,如果环比看,蔚来4月销量下滑35.8%: 作为最早上市的造车新势力,蔚来也曾顺风顺水过,但自2022年后,蔚来的销量就经常扑街。 去年有疫情干扰,蔚来可以把销量不及预期让新冠背锅,没想到今年,蔚来又把销量萎靡归咎于车型升级换代。 好吧,理由虽然过得去,但相比理想,蔚来的数据就没好过。 比如理想L7,交付第一个完整月就达到了1万辆,而蔚来,不断的推出新车型,但很难说哪一款有L7一样出色的表现。 总销量上,理想4月份销量达到25681辆,创历史记录: 造车新势力之一的小鹏,销量上是最早掉队的,但没想到,4月份交付7079辆,超过了蔚来: 目前,小鹏的销量虽然有触底的意思,但很明显,新车型G9的上市依然没有火爆,目前,小鹏把赌注压给了刚刚发布的新车型G6,该车型将于二季度末交付,如果还扑街,对投资者的打击恐怕是致命的。 聊完造车新势力,再看比亚迪,4月份销售210295辆,同比增长98.3%: 虽然一个比亚迪吊打所有其他玩家,但是,环比看,比亚迪月销量停留在20万左右,已经连续4个月未能创出新高,到下半年,如果还不能突破,比亚迪的增速也将大幅放缓。 有华为加持的塞力斯,4月份一反往常,并未公布月度销量,但从此前几个月的销售数据来看,4月恐不乐观。 在港股上市的零跑,4月销量8726辆,同比下滑4%,下滑幅度较之前大幅收窄,但距离上市前的销量仍有较大差距: 极氪4月销量8101辆,环比势头较好: 没有上市的哪吒,4月销量11080辆,同比增长25.7%,主要是去年同期有疫情影响,销量较低,对比去年底,哪吒的销量依然低迷,凸显新能源补贴退坡之后,对于大众新能源车企的影响依然较大: 广汽埃安4月销量41012辆,续创历史新高! 广汽埃安和理想给新能源车企做了最佳示范,有前途的公司就应该月月新高,而不是车型不断推,销量不见涨! $理想汽车(LI)$ $蔚来(NIO)$ $小鹏汽车(XPEV)$ $理想汽车-W(02015)$ $蔚来-SW(09866)$","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/656083479","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["XPEV","09866","NIO","02015","LI"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1586,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":3257,"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":22,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/656077090"}
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