嫩嫩
2020-07-31
理想如果能赢,就不信美股了
@小虎活动:
【回复有奖】理想PK蔚来,你更看好谁?
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src=\"https://static.tigerbbs.com/f40db115d9d3ca9f17d3376faf70ebac\" tg-width=\"1398\" tg-height=\"926\">7月30日<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 正式登陆纳斯达克,开盘首日,理想股价直线拉升至16.46美元,市值达139.17亿美元,逼近蔚来的144亿美元,成为第二家在美上市的中国造车新势力。<img src=\"https://static.tigerbbs.com/8a41838846e73b0619c19695cefb84d4\" tg-width=\"2288\" tg-height=\"1132\">今天小虎君想跟虎友们探讨一下,理想PK蔚来,你更看好谁?<b>欢迎大家在下帖回复你的观点,最精彩的观点会获得虎币奖励哦</b></p> <p></p> <p><b>在讨论前不妨看看这两家公司的数据,</b></p> <p><b>先来对比一下车型</b></p> <p>相比于蔚来,理想起步有点晚。理想2019年12月开始交付至今,目前旗下只有中大型增程式SUV理想ONE,蔚来自2018年6月启动交付至今,目前旗下有三款车,第四款在路上。在售的有2款(EP9主要用来跑赛事)分别是ES8(售价46万起)与ES6(售价35万起)。<img src=\"https://static.tigerbbs.com/3ee0addbf1eb1d6bbe4df2b8c38e0b56\" tg-width=\"507\" tg-height=\"596\"></p> <p><b>再来说一下交付吧</b></p> <p>蔚来ES8自2018年6月启动交付至今,已累计交付22938台,蔚来ES6自2019年6月启动交付至今,已累积交付23144台。</p> <p>2019年12月,理想汽车首款中大型增程式SUV理想ONE正式交付。招股书显示,截至2020年6月30日,理想ONE已经交付10400辆。理想达到万辆交付的速度是最快的,但对比总量还是比不过早一年多交付的蔚来。<img src=\"https://static.tigerbbs.com/9f37cc66eefe7da27f9eebb64417fce9\" tg-width=\"2362\" tg-height=\"1092\"><b>最后再看看财务数据</b></p> <p>2018年,理想ONE还未问世,所以理想没有收入。我们就拿2020年1季度的数据进行对比吧,2020年第1季度,理想销售额为8.41亿元人民币,随着Q1交付大增,理想毛利率实现转正,净亏损仅为0.77亿元。</p> <p>再来看看蔚来,今年Q1季度,蔚来营收达13.7亿元。毛利率为负12.2%,净亏损为16.91亿元。</p> <p>欢迎大家在下帖回复你的观点,理想PK蔚来,你更看好谁?我们会选取精彩回复,或者最有观点性,最有说服力的回复给与300虎币奖励哦~<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></p> <p>活动一直会持续到下周一哦~</p></body></html>","htmlText":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/f40db115d9d3ca9f17d3376faf70ebac\" tg-width=\"1398\" tg-height=\"926\">7月30日<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 正式登陆纳斯达克,开盘首日,理想股价直线拉升至16.46美元,市值达139.17亿美元,逼近蔚来的144亿美元,成为第二家在美上市的中国造车新势力。<img src=\"https://static.tigerbbs.com/8a41838846e73b0619c19695cefb84d4\" tg-width=\"2288\" 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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></p> <p>活动一直会持续到下周一哦~</p></body></html>","text":"7月30日$理想汽车(LI)$ 正式登陆纳斯达克,开盘首日,理想股价直线拉升至16.46美元,市值达139.17亿美元,逼近蔚来的144亿美元,成为第二家在美上市的中国造车新势力。今天小虎君想跟虎友们探讨一下,理想PK蔚来,你更看好谁?欢迎大家在下帖回复你的观点,最精彩的观点会获得虎币奖励哦 在讨论前不妨看看这两家公司的数据, 先来对比一下车型 相比于蔚来,理想起步有点晚。理想2019年12月开始交付至今,目前旗下只有中大型增程式SUV理想ONE,蔚来自2018年6月启动交付至今,目前旗下有三款车,第四款在路上。在售的有2款(EP9主要用来跑赛事)分别是ES8(售价46万起)与ES6(售价35万起)。 再来说一下交付吧 蔚来ES8自2018年6月启动交付至今,已累计交付22938台,蔚来ES6自2019年6月启动交付至今,已累积交付23144台。 2019年12月,理想汽车首款中大型增程式SUV理想ONE正式交付。招股书显示,截至2020年6月30日,理想ONE已经交付10400辆。理想达到万辆交付的速度是最快的,但对比总量还是比不过早一年多交付的蔚来。最后再看看财务数据 2018年,理想ONE还未问世,所以理想没有收入。我们就拿2020年1季度的数据进行对比吧,2020年第1季度,理想销售额为8.41亿元人民币,随着Q1交付大增,理想毛利率实现转正,净亏损仅为0.77亿元。 再来看看蔚来,今年Q1季度,蔚来营收达13.7亿元。毛利率为负12.2%,净亏损为16.91亿元。 欢迎大家在下帖回复你的观点,理想PK蔚来,你更看好谁?我们会选取精彩回复,或者最有观点性,最有说服力的回复给与300虎币奖励哦~$理想汽车(LI)$ $蔚来(NIO)$ 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