谁花大钱买这个车，买_老虎社区_美港股上老虎 - 老虎社区

谁花大钱买这个车，买奔驰不香吗！哈怂，学瑞幸打价格战，把蔚来价格打到手机那样才有出路，卖服务才行！泡沫就在眼前

小鹏汽车9月总交付10412台，单月交付破万

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。

精彩评论

怼该怼的人
2021-10-01
怼该怼的人
哈哈。亏了多少钱？我小鹏翻3倍出手了
- 怼该怼的人回复怼该怼的人:
  格局小了
- 怼该怼的人回复你好在:
  那就没必要拉踩
- 你好在:
  不看好这个赛道，没有参与，智能汽车玩法还不对，对了考虑进！下跌50个点，在考虑
釖釖虎
2021-10-01
釖釖虎
格局小了，兄弟
郭靖
2021-10-01
郭靖
奔驰一点不香，同价位买奔驰，除了这个标历史更久，看不懂有任何优势可言
牛油粿
2021-10-01
牛油粿
蔚来2块钱成本，不服来战
白水煮面啦
2021-10-01
白水煮面啦
格局太小

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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小鹏汽车9月总交付10412台，单月交付破万\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-10-01 08:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>小鹏汽车：9月总交付10412台，成为新造车势力中第一家月交付过万的企业。</p>\n<p>此前安信证券发研报指，该行首予<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>(09868)买入-A评级，目标价211.66港元。</p>\n<p>小鹏汽车成立于2015年，定位中高端<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>汽车，立志做更懂中国的智能汽车。自诞生之日，小鹏汽车即确定智能和科技的标签，2021Q1公司率先实现软件收费，公司NGP占比也从2020年的20%提升至2021Q1的25%，公司2021年上市的新车P5订单中，激光雷达的选配比例超过70%，小鹏的智能属性深入人心。公司目前在智能化方面具备两大核心竞争力：全栈自研软硬件和卡位最大市场。智能汽车时代，软件和服务逐渐代替传统汽车的三大件成为消费者的焦点，利润贡献逐渐从汽车销售转向汽车销售+服务收入。</p>\n<p>由于服务收入的粘性强、毛利率高、边际成本低，随着大众对智能汽车的接受度和需求越来越高，智能汽车保有量进一步增加，未来服务盈利或将超越卖车利润。</p>\n<p>届时，能够通过软硬件自研实现数据闭环，在软件和服务上占据优势的企业才将是最大的赢家。小鹏汽车具备技术和实干的基因和团队，自成立以来始终坚持高研发高投入，是国内第一家实现全栈自研软硬件的车企。</p>\n<p>1）电动化：小鹏自研三电系统，布局充电网络；2）智能化：覆盖电子电气架构、自动驾驶以及智能座舱，自研程度国内第一。尤其是自动驾驶领域，小鹏汽车坚持做更懂中国的智能汽车，相比<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，在技术路线、研发团队等方面均具备本土化优势，NGP可以实现国内最好用的自动导航辅助驾驶功能。与特斯拉降价走量的策略类似，小鹏作为全栈自研的车企之一，布局“G3+P7+P5+中大型SUV”产品矩阵，定位15-40万这一最大细分市场，通过技术升级和原材料降本实现走量，快速提升保有量进而收获海量真实中国本土行车数据，助力自动驾驶算法加速升级和迭代，进一步提升小鹏在自动驾驶等方面的竞争力和产品力，吸引更多的客户，形成正向闭环，驱动小鹏盈利模式逐渐向后端盈利转型。小鹏汽车作为全栈自研的车企之一，在本土化研发和闭环数据等方面领先，以当前公司的布局和进度来看，公司有望逐渐拉开与其他车企的差距，率先进入高级智能汽车时代。分汽车销售、软件收入、服务及其他等三大业务，该行测算得到公司2021-2023年营业总收入将为187.02、354.01、521.92亿元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2172549952","content_text":"小鹏汽车：9月总交付10412台，成为新造车势力中第一家月交付过万的企业。\n此前安信证券发研报指，该行首予小鹏汽车(09868)买入-A评级，目标价211.66港元。\n小鹏汽车成立于2015年，定位中高端智能汽车，立志做更懂中国的智能汽车。自诞生之日，小鹏汽车即确定智能和科技的标签，2021Q1公司率先实现软件收费，公司NGP占比也从2020年的20%提升至2021Q1的25%，公司2021年上市的新车P5订单中，激光雷达的选配比例超过70%，小鹏的智能属性深入人心。公司目前在智能化方面具备两大核心竞争力：全栈自研软硬件和卡位最大市场。智能汽车时代，软件和服务逐渐代替传统汽车的三大件成为消费者的焦点，利润贡献逐渐从汽车销售转向汽车销售+服务收入。\n由于服务收入的粘性强、毛利率高、边际成本低，随着大众对智能汽车的接受度和需求越来越高，智能汽车保有量进一步增加，未来服务盈利或将超越卖车利润。\n届时，能够通过软硬件自研实现数据闭环，在软件和服务上占据优势的企业才将是最大的赢家。小鹏汽车具备技术和实干的基因和团队，自成立以来始终坚持高研发高投入，是国内第一家实现全栈自研软硬件的车企。\n1）电动化：小鹏自研三电系统，布局充电网络；2）智能化：覆盖电子电气架构、自动驾驶以及智能座舱，自研程度国内第一。尤其是自动驾驶领域，小鹏汽车坚持做更懂中国的智能汽车，相比特斯拉，在技术路线、研发团队等方面均具备本土化优势，NGP可以实现国内最好用的自动导航辅助驾驶功能。与特斯拉降价走量的策略类似，小鹏作为全栈自研的车企之一，布局“G3+P7+P5+中大型SUV”产品矩阵，定位15-40万这一最大细分市场，通过技术升级和原材料降本实现走量，快速提升保有量进而收获海量真实中国本土行车数据，助力自动驾驶算法加速升级和迭代，进一步提升小鹏在自动驾驶等方面的竞争力和产品力，吸引更多的客户，形成正向闭环，驱动小鹏盈利模式逐渐向后端盈利转型。小鹏汽车作为全栈自研的车企之一，在本土化研发和闭环数据等方面领先，以当前公司的布局和进度来看，公司有望逐渐拉开与其他车企的差距，率先进入高级智能汽车时代。分汽车销售、软件收入、服务及其他等三大业务，该行测算得到公司2021-2023年营业总收入将为187.02、354.01、521.92亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":8485,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NIO","LKNCY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":104,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":6056053,"gmtCreate":1633054034073,"gmtModify":1633054034073,"authorId":3559181275665983,"author":{"id":3559181275665983,"authorId":3559181275665983,"name":"怼该怼的人","avatar":"https://static.tigerbbs.com/399e69683ee958daefa4d47508c923db","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":864947436,"type":1,"supId":0,"prevId":0,"content":"哈哈。亏了多少钱？我小鹏翻3倍出手了","text":"哈哈。亏了多少钱？我小鹏翻3倍出手了","html":"哈哈。亏了多少钱？我小鹏翻3倍出手了","likeSize":1,"commentSize":3,"subComments":[{"id":6288670,"gmtCreate":1634902554644,"gmtModify":1634902554644,"authorId":3559181275665983,"author":{"id":3559181275665983,"authorId":3559181275665983,"name":"怼该怼的人","avatar":"https://static.tigerbbs.com/399e69683ee958daefa4d47508c923db","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3559181275665983,"repliedAuthor":{"id":3559181275665983,"authorId":3559181275665983,"name":"怼该怼的人","avatar":"https://static.tigerbbs.com/399e69683ee958daefa4d47508c923db","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":864947436,"type":1,"supId":6056053,"prevId":6288669,"content":"格局小了","text":"格局小了","html":"格局小了"},{"id":6288669,"gmtCreate":1634902544913,"gmtModify":1634902544913,"authorId":3559181275665983,"author":{"id":3559181275665983,"authorId":3559181275665983,"name":"怼该怼的人","avatar":"https://static.tigerbbs.com/399e69683ee958daefa4d47508c923db","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3545710318454296,"repliedAuthor":{"id":3545710318454296,"authorId":3545710318454296,"name":"你好在","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":864947436,"type":1,"supId":6056053,"prevId":6056587,"content":"那就没必要拉踩","text":"那就没必要拉踩","html":"那就没必要拉踩"},{"id":6056587,"gmtCreate":1633057052653,"gmtModify":1633057052653,"authorId":3545710318454296,"author":{"id":3545710318454296,"authorId":3545710318454296,"name":"你好在","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":864947436,"type":1,"supId":6056053,"prevId":0,"content":"不看好这个赛道，没有参与，智能汽车玩法还不对，对了考虑进！下跌50个点，在考虑","text":"不看好这个赛道，没有参与，智能汽车玩法还不对，对了考虑进！下跌50个点，在考虑","html":"不看好这个赛道，没有参与，智能汽车玩法还不对，对了考虑进！下跌50个点，在考虑"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":6056707,"gmtCreate":1633058070519,"gmtModify":1633058070519,"authorId":3560502392868344,"author":{"id":3560502392868344,"authorId":3560502392868344,"name":"釖釖虎","avatar":"https://static.tigerbbs.com/342cfb82a2f1fde098cb308fe87665f6","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":864947436,"type":1,"supId":0,"prevId":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