沧海一粟涛涛
2022-11-01
不懂就别瞎评论。未来，小鹏将是新势力中市值最高的
$小鹏汽车(XPEV)$
。
@价值投资为王：
新能源汽车10月销量点评：这家公司要倒闭的节奏！
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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小鹏就是垃
2022-11-02
小鹏就是垃
都跌的🐴都没了，还最高呢，等个三年再看？等个三年估计直接倒闭你信不？来比特斯拉的市值
自由随心飞
2022-11-01
自由随心飞
喝了多少
自由随心飞
回复
沧海一粟涛涛
:
你这不是神棍嘛
沧海一粟涛涛
:
三天的走势是随机的。你能知道三天后的走势？三年走势反应公司的价值。
自由随心飞
回复
沧海一粟涛涛
:
三天你都未必能看清，还三年，你怎么不说三十年
沧海一粟涛涛
:
三年以后再看
什么也没有了～
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<p>各家数据如下：</p> <p>蔚来10月销量10059辆，同比增长174.3%，环比下滑7.5%；</p> <p>小鹏10月销量5101辆，同比下滑49.7%；</p> <p>理想10月销量10052辆，同比增长31.4%，环比下滑12.8%；</p> <p>广汽埃安10月销量30063辆，同比增长148.8%，环比增长0.2%；</p> <p>哪吒10月销量18016辆，同比增长122.2%，环比0%；</p> <p>塞力斯10月销量15597辆，其中塞力斯品牌销量12047辆，环比增长18.8%。</p> <p>零跑汽车10月销量7026辆，环比下滑36%！</p> <p>从10月各家销售数据来看，小鹏汽车销量崩盘，同比和环比皆大幅下滑，其中，新车型G9在10月下旬开始大规模交付，但似乎对销量拉动作用不明显。</p> <p>作为造车新势力，在P7\\P5\\G3\\G9等多种车型拉动下，月销量仅五千出头，对比理想单车型销量过万的成绩，简直渣到家！</p> <p>小鹏掉队，若再无爆款车型，恐怕账面上的资金早晚消耗殆尽，其会不会是第一家over的新势力？</p> <p>小鹏不理想，蔚来也够呛，虽然同比数据增长了174%，但主要原因是去年10月销量异常低造成的，和之前月销过万的成绩相比，10月的交付数据仍停留在1万辆，也算不上让人开心。</p> <p>理想10月和蔚来相似，要知道，L9车型已经从9月开始大规模交付，虽然L9单价高，但10月销量几乎没有增长，是不是说月销过万就是天花板？未来，理想恐怕也只能靠“下沉”价格带来带动销量上台阶了。</p> <p>零跑9月和10月销量连续环比下滑，其车型定位大众，或受到激烈竞争影响。</p> <p>广汽埃安和哪吒的环比数据都不太好，塞力斯环比表现出众。</p> <p>总结来看，新能源汽车在10月的销量数据不算亮眼。</p> <p>今年10月，特斯拉下调了旗下主力车型的售价，介于当下锂电池价格不断飙升，新势力毛利率低下，若价格战开启，投资者或将迎来噩梦！</p> <p>以下是各家历史销量数据，从趋势上不难看出蔚小理的困境：</p> <p>蔚来：自2021年9月销量破万之后，一直难有质的突破，蔚来在10月销量报告中指出10月因疫情原因造成工厂停产，对交付有不利影响。</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac30c2d74ba5743d33a28edc3643d05b\" tg-width=\"632\" tg-height=\"300\"></p> <p>小鹏：自8月以来，销量掉队明显，或因此，小鹏股价持续大跌，未来，小鹏急需一款爆款车型证明自己。</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b34cb5d8a1b662a0113ae37e603323b0\" tg-width=\"632\" tg-height=\"330\"></p> <p>理想：理想最牛的是第一款车型即为爆款，L9证明了其产品力的成功，之后L8、L7下崽式布局，随着车型的丰富，理想未来仍有看头。</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85ee446bd568fbc292ca3575d1a8a1e4\" tg-width=\"632\" tg-height=\"313\"></p> <p>零跑：刚刚登陆港股市场，从10月销量来看，差劲程度仅次于小鹏。</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7eabbaf0029425e4ba801f205318ea8\" tg-width=\"632\" tg-height=\"337\"></p> <p>广汽埃安：</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8563a02fefcb6d80c039848c54a8d93\" tg-width=\"632\" tg-height=\"331\"></p> <p>哪吒：公司未上市，销量环比0增长，或因为竞争加剧，也有可能是因为10月疫情在加重，影响消费者购车，此因素或对所有玩家都有不利影响。</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2036bcc143808f36e54910b552f0b52\" tg-width=\"632\" tg-height=\"322\"></p> <p>塞力斯：有华为加持的品牌，是10月中少有的环比增长公司。</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67766c7f23a059132a1fd2e23ee72408\" tg-width=\"632\" tg-height=\"328\"></p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> </p></body></html>","htmlText":"<html><head></head><body><p>11月1日，各造车新势力发布了10月销量数据，看完，内心有一丝忧虑，而其中一家，可能游荡在倒闭的边缘了。</p> <p>各家数据如下：</p> <p>蔚来10月销量10059辆，同比增长174.3%，环比下滑7.5%；</p> <p>小鹏10月销量5101辆，同比下滑49.7%；</p> <p>理想10月销量10052辆，同比增长31.4%，环比下滑12.8%；</p> <p>广汽埃安10月销量30063辆，同比增长148.8%，环比增长0.2%；</p> <p>哪吒10月销量18016辆，同比增长122.2%，环比0%；</p> <p>塞力斯10月销量15597辆，其中塞力斯品牌销量12047辆，环比增长18.8%。</p> <p>零跑汽车10月销量7026辆，环比下滑36%！</p> <p>从10月各家销售数据来看，小鹏汽车销量崩盘，同比和环比皆大幅下滑，其中，新车型G9在10月下旬开始大规模交付，但似乎对销量拉动作用不明显。</p> <p>作为造车新势力，在P7\\P5\\G3\\G9等多种车型拉动下，月销量仅五千出头，对比理想单车型销量过万的成绩，简直渣到家！</p> <p>小鹏掉队，若再无爆款车型，恐怕账面上的资金早晚消耗殆尽，其会不会是第一家over的新势力？</p> <p>小鹏不理想，蔚来也够呛，虽然同比数据增长了174%，但主要原因是去年10月销量异常低造成的，和之前月销过万的成绩相比，10月的交付数据仍停留在1万辆，也算不上让人开心。</p> <p>理想10月和蔚来相似，要知道，L9车型已经从9月开始大规模交付，虽然L9单价高，但10月销量几乎没有增长，是不是说月销过万就是天花板？未来，理想恐怕也只能靠“下沉”价格带来带动销量上台阶了。</p> <p>零跑9月和10月销量连续环比下滑，其车型定位大众，或受到激烈竞争影响。</p> <p>广汽埃安和哪吒的环比数据都不太好，塞力斯环比表现出众。</p> <p>总结来看，新能源汽车在10月的销量数据不算亮眼。</p> <p>今年10月，特斯拉下调了旗下主力车型的售价，介于当下锂电池价格不断飙升，新势力毛利率低下，若价格战开启，投资者或将迎来噩梦！</p> <p>以下是各家历史销量数据，从趋势上不难看出蔚小理的困境：</p> <p>蔚来：自2021年9月销量破万之后，一直难有质的突破，蔚来在10月销量报告中指出10月因疫情原因造成工厂停产，对交付有不利影响。</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac30c2d74ba5743d33a28edc3643d05b\" tg-width=\"632\" tg-height=\"300\"></p> <p>小鹏：自8月以来，销量掉队明显，或因此，小鹏股价持续大跌，未来，小鹏急需一款爆款车型证明自己。</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b34cb5d8a1b662a0113ae37e603323b0\" tg-width=\"632\" tg-height=\"330\"></p> <p>理想：理想最牛的是第一款车型即为爆款，L9证明了其产品力的成功，之后L8、L7下崽式布局，随着车型的丰富，理想未来仍有看头。</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85ee446bd568fbc292ca3575d1a8a1e4\" tg-width=\"632\" tg-height=\"313\"></p> <p>零跑：刚刚登陆港股市场，从10月销量来看，差劲程度仅次于小鹏。</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7eabbaf0029425e4ba801f205318ea8\" tg-width=\"632\" tg-height=\"337\"></p> <p>广汽埃安：</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8563a02fefcb6d80c039848c54a8d93\" tg-width=\"632\" tg-height=\"331\"></p> <p>哪吒：公司未上市，销量环比0增长，或因为竞争加剧，也有可能是因为10月疫情在加重，影响消费者购车，此因素或对所有玩家都有不利影响。</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2036bcc143808f36e54910b552f0b52\" tg-width=\"632\" tg-height=\"322\"></p> <p>塞力斯：有华为加持的品牌，是10月中少有的环比增长公司。</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67766c7f23a059132a1fd2e23ee72408\" tg-width=\"632\" tg-height=\"328\"></p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> </p></body></html>","text":"11月1日，各造车新势力发布了10月销量数据，看完，内心有一丝忧虑，而其中一家，可能游荡在倒闭的边缘了。 各家数据如下： 蔚来10月销量10059辆，同比增长174.3%，环比下滑7.5%； 小鹏10月销量5101辆，同比下滑49.7%； 理想10月销量10052辆，同比增长31.4%，环比下滑12.8%； 广汽埃安10月销量30063辆，同比增长148.8%，环比增长0.2%； 哪吒10月销量18016辆，同比增长122.2%，环比0%； 塞力斯10月销量15597辆，其中塞力斯品牌销量12047辆，环比增长18.8%。 零跑汽车10月销量7026辆，环比下滑36%！ 从10月各家销售数据来看，小鹏汽车销量崩盘，同比和环比皆大幅下滑，其中，新车型G9在10月下旬开始大规模交付，但似乎对销量拉动作用不明显。 作为造车新势力，在P7\\P5\\G3\\G9等多种车型拉动下，月销量仅五千出头，对比理想单车型销量过万的成绩，简直渣到家！ 小鹏掉队，若再无爆款车型，恐怕账面上的资金早晚消耗殆尽，其会不会是第一家over的新势力？ 小鹏不理想，蔚来也够呛，虽然同比数据增长了174%，但主要原因是去年10月销量异常低造成的，和之前月销过万的成绩相比，10月的交付数据仍停留在1万辆，也算不上让人开心。 理想10月和蔚来相似，要知道，L9车型已经从9月开始大规模交付，虽然L9单价高，但10月销量几乎没有增长，是不是说月销过万就是天花板？未来，理想恐怕也只能靠“下沉”价格带来带动销量上台阶了。 零跑9月和10月销量连续环比下滑，其车型定位大众，或受到激烈竞争影响。 广汽埃安和哪吒的环比数据都不太好，塞力斯环比表现出众。 总结来看，新能源汽车在10月的销量数据不算亮眼。 今年10月，特斯拉下调了旗下主力车型的售价，介于当下锂电池价格不断飙升，新势力毛利率低下，若价格战开启，投资者或将迎来噩梦！ 以下是各家历史销量数据，从趋势上不难看出蔚小理的困境： 蔚来：自2021年9月销量破万之后，一直难有质的突破，蔚来在10月销量报告中指出10月因疫情原因造成工厂停产，对交付有不利影响。 小鹏：自8月以来，销量掉队明显，或因此，小鹏股价持续大跌，未来，小鹏急需一款爆款车型证明自己。 理想：理想最牛的是第一款车型即为爆款，L9证明了其产品力的成功，之后L8、L7下崽式布局，随着车型的丰富，理想未来仍有看头。 零跑：刚刚登陆港股市场，从10月销量来看，差劲程度仅次于小鹏。 广汽埃安： 哪吒：公司未上市，销量环比0增长，或因为竞争加剧，也有可能是因为10月疫情在加重，影响消费者购车，此因素或对所有玩家都有不利影响。 塞力斯：有华为加持的品牌，是10月中少有的环比增长公司。 $理想汽车(LI)$ $蔚来(NIO)$ $小鹏汽车(XPEV)$ $零跑汽车(09863)$ 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