你好在
2021-10-01
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
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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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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":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"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":8770,"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,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":104,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":6056053,"commentId":"6056053","gmtCreate":1633054034073,"gmtModify":1633054034073,"authorId":3559181275665983,"author":{"id":3559181275665983,"idStr":"3559181275665983","authorId":3559181275665983,"name":"怼该怼的人","avatar":"https://static.tigerbbs.com/399e69683ee958daefa4d47508c923db","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":864947436,"objectIdStr":"864947436","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"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,"commentId":"6288670","gmtCreate":1634902554644,"gmtModify":1634902554644,"authorId":3559181275665983,"author":{"id":3559181275665983,"idStr":"3559181275665983","authorId":3559181275665983,"name":"怼该怼的人","avatar":"https://static.tigerbbs.com/399e69683ee958daefa4d47508c923db","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3559181275665983,"repliedAuthor":{"id":3559181275665983,"idStr":"3559181275665983","authorId":3559181275665983,"name":"怼该怼的人","avatar":"https://static.tigerbbs.com/399e69683ee958daefa4d47508c923db","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":864947436,"objectIdStr":"864947436","type":1,"supId":6056053,"supIdStr":"6056053","prevId":6288669,"prevIdStr":"6288669","content":"格局小了","text":"格局小了","html":"格局小了"},{"id":6288669,"commentId":"6288669","gmtCreate":1634902544913,"gmtModify":1634902544913,"authorId":3559181275665983,"author":{"id":3559181275665983,"idStr":"3559181275665983","authorId":3559181275665983,"name":"怼该怼的人","avatar":"https://static.tigerbbs.com/399e69683ee958daefa4d47508c923db","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3545710318454296,"repliedAuthor":{"id":3545710318454296,"idStr":"3545710318454296","authorId":3545710318454296,"name":"你好在","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":864947436,"objectIdStr":"864947436","type":1,"supId":6056053,"supIdStr":"6056053","prevId":6056587,"prevIdStr":"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,"commentId":"6056587","gmtCreate":1633057052653,"gmtModify":1633057052653,"authorId":3545710318454296,"author":{"id":3545710318454296,"idStr":"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,"objectIdStr":"864947436","type":1,"supId":6056053,"supIdStr":"6056053","prevId":0,"prevIdStr":"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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