小李飞刀888的个人主页 - 老虎社区

小李飞刀888

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IP属地：浙江

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小李飞刀888

2021-09-23

$蔚来(NIO)$增发结束了么？

小李飞刀888

2021-09-08

$小鹏汽车(XPEV)$蔚来增发，你怎么也尿了？

小李飞刀888

2021-01-26

感觉$理想汽车(LI)$应该很难走出蔚来汽车的阴影了！

小李飞刀888

2021-01-12

总装线交付应该意味着试生产进行中。基本上X01要到2022年中才能上。理想短期看平，中期看跌！$理想汽车(LI)$

天奇股份：中标1.64亿元理想汽车“X01 总装主线”项目

小李飞刀888

2021-01-04

$蔚来(NIO)$牛逼，真争气！等你NIODay起飞！

小李飞刀888

2020-12-23

$理想汽车(LI)$跌破增发价了！！！

小李飞刀888

2020-12-23

$理想汽车(LI)$又跌？？创始人格局太小，是不行！转战蔚来了$蔚来(NIO)$

小李飞刀888

2020-12-23

$理想汽车(LI)$醉了，涨的没蔚来快，跌的比蔚来猛！再也不碰你了！$蔚来(NIO)$

小李飞刀888

2020-12-16

$理想汽车(LI)$你怎么萎了？？

小李飞刀888

2020-12-16

$小鹏汽车(XPEV)$今晚，请开始你的表演

小李飞刀888

2020-12-16

$小鹏汽车(XPEV)$$蔚来(NIO)$$理想汽车(LI)$理想郁闷了，我都不配被提一下么？我也是新能源车呀！要不一个账户做多我，另一个账户做空我，这样，总有一个可以盈利！

顶级分析师建议配对交易：买入蔚来做空小鹏

小李飞刀888

2020-12-11

$蔚来(NIO)$电动三傻这波韭菜太666了！

小李飞刀888

2020-12-07

$理想汽车(LI)$$小鹏汽车(XPEV)$李想被小鹏气死了，本来还想有没有机会超额认购呢，你这一增发，我这4700万能不能卖出去都悬了。。。

小李飞刀888

2020-12-05

这不是自己打脸么！啪啪响！$理想汽车(LI)$

抱歉，原内容已删除

小李飞刀888

2020-12-02

$蔚来(NIO)$别说没给机会呀！有可能以后再也见不到40+了！

小李飞刀888

2020-12-01

$理想汽车(LI)$高盛反着买，别墅靠着海

小李飞刀888

2020-10-19

$蔚来(NIO)$多空还是有分歧！不过前期涨太多了，适当的回调还是需要的，洗掉一些浮筹，下次可以奔35去了！

小李飞刀888

2020-10-05

$小鹏汽车(XPEV)$今晚20！！！

小李飞刀888

2020-10-02

$理想汽车(LI)$怎么和蔚来反着走！

小李飞刀888

2020-09-28

$蔚来(NIO)$桩还是不让涨呀！

去老虎APP查看更多动态

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href=\"https://finance.sina.com.cn/roll/2021-01-12/doc-ikftpnnx6140947.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"002009":"天奇股份","LI":"理想汽车"},"source_url":"https://finance.sina.com.cn/roll/2021-01-12/doc-ikftpnnx6140947.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2102449869","content_text":"1月12日消息，天奇股份（维权）(002009)1月12日晚间公告，公司中标重庆理想汽车有限公司常州分公司“X01 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","text":"$理想汽车(LI)$又跌？？创始人格局太小，是不行！转战蔚来了$蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339996818","isVote":1,"tweetType":1,"viewCount":1312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330447989,"gmtCreate":1608686075441,"gmtModify":1703736161347,"author":{"id":"115580615891433","authorId":"115580615891433","name":"小李飞刀888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>醉了，涨的没蔚来快，跌的比蔚来猛！再也不碰你了！<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>醉了，涨的没蔚来快，跌的比蔚来猛！再也不碰你了！<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","text":"$理想汽车(LI)$醉了，涨的没蔚来快，跌的比蔚来猛！再也不碰你了！$蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330447989","isVote":1,"tweetType":1,"viewCount":1609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397084450,"gmtCreate":1608130999070,"gmtModify":1703851356683,"author":{"id":"115580615891433","authorId":"115580615891433","name":"小李飞刀888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>你怎么萎了？？","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>你怎么萎了？？","text":"$理想汽车(LI)$你怎么萎了？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397084450","isVote":1,"tweetType":1,"viewCount":1692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397098023,"gmtCreate":1608127781162,"gmtModify":1703851308661,"author":{"id":"115580615891433","authorId":"115580615891433","name":"小李飞刀888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>今晚，请开始你的表演","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>今晚，请开始你的表演","text":"$小鹏汽车(XPEV)$今晚，请开始你的表演","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397098023","isVote":1,"tweetType":1,"viewCount":1761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394551385,"gmtCreate":1608071982047,"gmtModify":1703850959732,"author":{"id":"115580615891433","authorId":"115580615891433","name":"小李飞刀888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>理想郁闷了，我都不配被提一下么？我也是新能源车呀！要不一个账户做多我，另一个账户做空我，这样，总有一个可以盈利！","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>理想郁闷了，我都不配被提一下么？我也是新能源车呀！要不一个账户做多我，另一个账户做空我，这样，总有一个可以盈利！","text":"$小鹏汽车(XPEV)$$蔚来(NIO)$$理想汽车(LI)$理想郁闷了，我都不配被提一下么？我也是新能源车呀！要不一个账户做多我，另一个账户做空我，这样，总有一个可以盈利！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/394551385","repostId":"2091808049","repostType":2,"repost":{"id":"2091808049","pubTimestamp":1608054033,"share":"https://www.laohu8.com/m/news/2091808049?lang=&edition=full","pubTime":"2020-12-16 01:40","market":"us","language":"zh","title":"顶级分析师建议配对交易：买入蔚来做空小鹏","url":"https://stock-news.laohu8.com/highlight/detail?id=2091808049","media":"金融界网站","summary":"为此，这位顶级分析师建议用特定的配对交易来投资新能源领域：买入蔚来，卖出小鹏。今年迄今，蔚来汽车已累计上涨920%，但Lau认为其股价仍有上涨空间。上述情况促使分析师加入看多蔚来的行列，他将蔚来汽车的评级定为买入，目标价为59美元。不过，鉴于分析师对小鹏汽车41.75美元的平均目标价而言，未来12个月该股可能会下跌15%。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20201216014118354d2359hi2a5nkv7n\"/><p><a href=\"https://laohu8.com/S/JRJC\">金融界</a>美股讯 北京时间12月16日消息，随着2021年的即将到来，新能源汽车领域可能会备受关注。市场预计，未来一年中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车销量增速将从2020年的9%增长到32%。当然随着销量的增长，市场的竞争也将加剧，这将给汽车服务提供商带来压力。</p><p>大和资本的五星级分析师Kelvin Lau评论说：“我们认为2021年将是新能源汽车和智能汽车的重要一年。那些早已建立了品牌的领先参与者将获得更好的市场地位。况且他们其中的一些参与者也早已获得是政府的支持，减轻了其陷入财务困境的风险。但是我们不认为地方政府的热情会扩展到每一家新能源初创企业，所以可能将可能有更多的小品牌倒闭。”</p><p>Lau进一步解释道，尽管新一代汽车制造商要想从传统品牌中脱颖而出还需要一段时间。但他们对设计、高级驾驶员辅助系统（ADAS）、车载信息娱乐系统（IVI）和一切（V2X）车辆系统的专注将最终将使他们脱颖而出。</p><p>为此，这位顶级分析师建议用特定的配对交易来投资新能源领域：买入<a href=\"https://laohu8.com/S/NIO\">蔚来</a>，卖出小鹏。</p><p><strong>蔚来汽车（Nio）</strong></p><p>电动汽车制造商蔚来汽车采取了与电动汽车领军企业<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>类似的做法--即从竞争不那么激烈的高端市场开始，应为高端汽车市场的客户更愿意为智能汽车技术和售后服务付费。今年迄今，蔚来汽车已累计上涨920%，但Lau认为其股价仍有上涨空间。</p><p>Kelvin Lau援引蔚来于2020年年中推出ES6表示，“蔚来汽车已经证明了它有能力与特斯拉等国际品牌的车型竞争，即使价格比特斯拉的Model 3高出10万元。尽管特斯拉计划在2021年Y型车推向中国大陆市场，更直接的参与的ES6的竞争。但我们相信蔚来汽车依旧能够保持良好的销售，并长久保持包括电池交换，移动充电和维护等售后服务支持。”</p><p>根据蔚来汽车发布的月度销售数据显示，其11月销量同比增长了111%达到3.67万辆，成为中国十大最畅销新能源汽车制造商之一。同时考虑到中国对<a href=\"https://laohu8.com/S/DLX\">豪华</a>汽车的强大需求以及蔚来的创新的车型规格，（例如其NIO Pilot，NOMI（基于AI驾驶室内辅助系统），4.5秒的100m加速速度，以及其415-615公里的续驶里程）Kelvin Lau认为这种销售增长只会持续下去。</p><p>当然，蔚来汽车的批评者会也会指出该公司尚未实现盈利。但Kelvin Lau预计2023年的销量将从2020年的4.3万辆增至14万辆，这意味这蔚来汽车的2020-2023年的复合年增长率为48%。同时他还预计，由于BEV销量的加速增长，2023年的毛利率将从2020E年的11%增至20%。为此蔚来汽车有望在2023年前实现盈利。</p><p>上述情况促使分析师加入看多蔚来的行列，他将蔚来汽车的评级定为买入，目标价为59美元。这意味着蔚来有37%的上行潜力。另外从分析师共识分解来看，蔚来汽车在过去三个月里有8次买入和4次持有评级。因此，蔚来汽车获得了温和买入的共识。而49.84美元的平均目标价位意味着蔚来有16%的上涨潜力。</p><p><strong><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>（XPEV）</strong></p><p>再来看Xpeng，自今年夏天上市以来，这家电动汽车制造商的股价已经上涨了136%。然而，Kelvin Lau认为，该公司的估值与公司的真实价值无关。</p><p>Kelvin Lau承认小鹏是“在为客户提供先进的ADAS和自动连接服务（SOTA和FOTA）的先驱”。但是他指出，作为一个依靠内部开发的初创企业，它需要时间才能达到与顶级智能汽车厂商相同的水平。而且该公司还可能需要更多的资金来支持其公司运营及研发，其短期盈利能力较弱。</p><p>此外，随着越来越多的厂商涌入这一领域，中国新能源汽车市场的竞争在2021年可能会变得更加激烈，而分析师Kelvin Lau认为小鹏缺乏竞争优势。</p><p>“大众、广汽、上汽、长安、东风、吉利、北汽都准备加强其新能源汽车品牌和平台并占领市场份额，更不用说特斯拉这样的强劲对手。此前特斯拉宣布将于2021年交付Y型车，且可能是折扣价出售。而特斯拉可能因其生产成本低，所以有可能将其竞争对手寄出市场。小鹏汽车的定价为15-30万元人民币，而这个价格范围将是竞争最为激烈的细分市场。”</p><p>同时分析师Kelvin Lau将小鹏汽车的PSR与其他OEM厂商进行了比较，发现小鹏汽车的PSR比特斯拉高出63%，是中国OEM加权平均值的12倍，是全球OEM加权平均值的30倍。考虑到这些因素，Kelvin Lau对小鹏汽车股票的评级为卖出，目标价为32美元。如果这一目标在未来一年得以实现，该公司股价将下跌35%。</p><p>同样我们把目光转向华尔街其他分析师，在过去三个月小鹏汽车总共获得7家买入、1家持有和1家卖出的评级，这意味着分析师的共识是温和买入。不过，鉴于分析师对小鹏汽车41.75美元的平均目标价而言，未来12个月该股可能会下跌15%。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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顶级分析师建议配对交易：买入蔚来做空小鹏\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-16 01:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201216014119773c0e11&s=b><strong>金融界网站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金融界美股讯 北京时间12月16日消息，随着2021年的即将到来，新能源汽车领域可能会备受关注。市场预计，未来一年中国新能源汽车销量增速将从2020年的9%增长到32%。当然随着销量的增长，市场的竞争也将加剧，这将给汽车服务提供商带来压力。大和资本的五星级分析师Kelvin Lau评论说：“我们认为2021年将是新能源汽车和智能汽车的重要一年。那些早已建立了品牌的领先参与者将获得更好的市场地位。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201216014119773c0e11&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/31b71d696bed7d7f2622aa052fa49f99","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201216014119773c0e11&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2091808049","content_text":"金融界美股讯 北京时间12月16日消息，随着2021年的即将到来，新能源汽车领域可能会备受关注。市场预计，未来一年中国新能源汽车销量增速将从2020年的9%增长到32%。当然随着销量的增长，市场的竞争也将加剧，这将给汽车服务提供商带来压力。大和资本的五星级分析师Kelvin Lau评论说：“我们认为2021年将是新能源汽车和智能汽车的重要一年。那些早已建立了品牌的领先参与者将获得更好的市场地位。况且他们其中的一些参与者也早已获得是政府的支持，减轻了其陷入财务困境的风险。但是我们不认为地方政府的热情会扩展到每一家新能源初创企业，所以可能将可能有更多的小品牌倒闭。”Lau进一步解释道，尽管新一代汽车制造商要想从传统品牌中脱颖而出还需要一段时间。但他们对设计、高级驾驶员辅助系统（ADAS）、车载信息娱乐系统（IVI）和一切（V2X）车辆系统的专注将最终将使他们脱颖而出。为此，这位顶级分析师建议用特定的配对交易来投资新能源领域：买入蔚来，卖出小鹏。蔚来汽车（Nio）电动汽车制造商蔚来汽车采取了与电动汽车领军企业特斯拉类似的做法--即从竞争不那么激烈的高端市场开始，应为高端汽车市场的客户更愿意为智能汽车技术和售后服务付费。今年迄今，蔚来汽车已累计上涨920%，但Lau认为其股价仍有上涨空间。Kelvin Lau援引蔚来于2020年年中推出ES6表示，“蔚来汽车已经证明了它有能力与特斯拉等国际品牌的车型竞争，即使价格比特斯拉的Model 3高出10万元。尽管特斯拉计划在2021年Y型车推向中国大陆市场，更直接的参与的ES6的竞争。但我们相信蔚来汽车依旧能够保持良好的销售，并长久保持包括电池交换，移动充电和维护等售后服务支持。”根据蔚来汽车发布的月度销售数据显示，其11月销量同比增长了111%达到3.67万辆，成为中国十大最畅销新能源汽车制造商之一。同时考虑到中国对豪华汽车的强大需求以及蔚来的创新的车型规格，（例如其NIO Pilot，NOMI（基于AI驾驶室内辅助系统），4.5秒的100m加速速度，以及其415-615公里的续驶里程）Kelvin Lau认为这种销售增长只会持续下去。当然，蔚来汽车的批评者会也会指出该公司尚未实现盈利。但Kelvin Lau预计2023年的销量将从2020年的4.3万辆增至14万辆，这意味这蔚来汽车的2020-2023年的复合年增长率为48%。同时他还预计，由于BEV销量的加速增长，2023年的毛利率将从2020E年的11%增至20%。为此蔚来汽车有望在2023年前实现盈利。上述情况促使分析师加入看多蔚来的行列，他将蔚来汽车的评级定为买入，目标价为59美元。这意味着蔚来有37%的上行潜力。另外从分析师共识分解来看，蔚来汽车在过去三个月里有8次买入和4次持有评级。因此，蔚来汽车获得了温和买入的共识。而49.84美元的平均目标价位意味着蔚来有16%的上涨潜力。小鹏汽车（XPEV）再来看Xpeng，自今年夏天上市以来，这家电动汽车制造商的股价已经上涨了136%。然而，Kelvin Lau认为，该公司的估值与公司的真实价值无关。Kelvin Lau承认小鹏是“在为客户提供先进的ADAS和自动连接服务（SOTA和FOTA）的先驱”。但是他指出，作为一个依靠内部开发的初创企业，它需要时间才能达到与顶级智能汽车厂商相同的水平。而且该公司还可能需要更多的资金来支持其公司运营及研发，其短期盈利能力较弱。此外，随着越来越多的厂商涌入这一领域，中国新能源汽车市场的竞争在2021年可能会变得更加激烈，而分析师Kelvin Lau认为小鹏缺乏竞争优势。“大众、广汽、上汽、长安、东风、吉利、北汽都准备加强其新能源汽车品牌和平台并占领市场份额，更不用说特斯拉这样的强劲对手。此前特斯拉宣布将于2021年交付Y型车，且可能是折扣价出售。而特斯拉可能因其生产成本低，所以有可能将其竞争对手寄出市场。小鹏汽车的定价为15-30万元人民币，而这个价格范围将是竞争最为激烈的细分市场。”同时分析师Kelvin Lau将小鹏汽车的PSR与其他OEM厂商进行了比较，发现小鹏汽车的PSR比特斯拉高出63%，是中国OEM加权平均值的12倍，是全球OEM加权平均值的30倍。考虑到这些因素，Kelvin 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中国汽车电动化的趋势不可扭转，蔚来作为国产造车的领头羊，其实已经成功了，单从这曝光率已经够了，而其中自然有明辨是非的人，去自己感受一下车子，就有自己的答案了 2. 无脑黑蔚来的人几乎没有没有蔚来的车主，而蔚来车主的满意度是极高的，而这个圈子的涟漪效应是很强的，所以蔚来的真正潜在客户，并没有怎么受影响。 3. 特斯拉内部把蔚来当成了最大的竞争对手，足以见业内人士的态度。而蔚来的定位已经远远的把中低端车企摔在后面 4. 客观的讲，蔚来现在最大的短板在于续航和软件，而最近几个月，随着美国CEO离职，新人加入，软件已经开始有起色 5. 蔚来现在的状态，像极了小米刚刚起步时的状态，为了证明自己，几乎在所有问题上要先科普一下，而事后证明，小米的创新能力在相当长的一段时间确实是领先的。而小米的出现，也带领了当时一波国产手机的崛起 6. 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href=\"https://laohu8.com/S/LI\">理想汽车</a>，也开始提前拥抱纯电动技术。</span></p><p>从多位知情人士处获悉，理想汽车计划推出纯电动车型，该车型将搭载其最新的纯电动技术平台。</p><p>关于纯电动车的推出时间，有数位接触到近期理想汽车募资路演的人士告诉36氪，理想汽车透露，2022年，除了按计划推出增程式全尺寸SUV，纯电动平台车型也已经提前，“BEV（Battery Electric Vehicle）也计划最早在2022年推出亮相，2023年上市销售，会搭载理想的超快充和高电压平台等技术。”</p><p>关于电动车推出时间的上述信息，理想汽车官方对36氪予以否认，“BEV项目在进行前期预研，现在还没有确定的推出时间。”</p><p>而一位接近理想汽车BEV项目的人士对36氪称，考虑到汽车研发和测试需要较长周期，理想首款纯电动车推出的时间很可能比上述预测的时间晚很多。</p><p>12月2日美股盘前，理想汽车发布公告，拟增发4700万股美国存托股票（ADS），净筹资额约16.020亿美元，如果承销商行使行使超额配售选择权，理想汽车将最高募资约18.405亿美元。</p><p>理想汽车在公告中，将这笔巨额融资的用途分为四个部分：</p><p>1、约30%用于新一代电动汽车技术的研发，包括高压平台、高充放电率电池和超快充电；</p><p>2、约20%用于下一个BEV（Battery Electric Vehicle）平台和未来车型的研发；</p><p>3、大约20%用于自动驾驶技术和解决方案的研发；</p><p>4、余额用于公司一般用途。</p><p>36氪从二级市场了解到，理想汽车此次募资计划出人意料，“7月底刚IPO，账上还有快200亿人民币资金，这次募资可能会掀起新一轮军备赛。”7月31日，理想汽车在纳斯达克上市，融资14.73亿美元。时隔仅3个月，理想汽车再次提交长达300多页的招股书，计划募资超过120亿人民币。</p><p>理想汽车公告称，其董事王兴有兴趣在此次增发中认购2000万美元ADS，但这份邀约不具有约束力。公告发布后第二天，理想汽车的路演启动。</p><p>在以纯电动技术为主流路线的新造车阵营中，理想汽车独树一帜，选择了增程式技术方案，即用内燃机增程器为电动机发电，解决电动车的续航焦虑，同时兼顾电动驾驶体验。</p><p>今年第三季度的财报会议上，理想汽车CEO李想明确表示，在400kW的快充技术成熟前，不会推出纯电动车型，“增程式技术在大型SUV、MPV上的应用具有5-10年的优势。”理想汽车计划2022年推出的全尺寸SUV即延续增程式技术方案。</p><p>李想还表示，400kW的快充技术需要三个条件支撑：800V以上的电压平台、500Ah超级快充的国家标准和4C充电倍率以上的电池。</p><p>但现在，李想显然要通过下场自研的方式，将推出纯电动车型的距离缩短。一位接近李想的行业人士向36氪分析，李想可能认为在某些细分市场，纯电动汽车在2023年或2024年的竞争力会比较强，“他的判断逻辑是，推出的BEV要打得过自己的增程。如果计划提前，意味着他对电动车发展速度和生态的重新判断。”</p><p>理想汽车的增程技术方案正得到市场认可。&nbsp;2020年1月至10月，理想ONE已累计交付21852辆，11月，理想汽车单月交付达到4646辆，环比增长25.8%。</p><p>但与此同时，采用纯电动技术的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>等，销量也在节节走高。蔚来在10月和11月，已经连续两月交付量维持在5000台以上，特斯拉更是凭借国产Model 3，单月交付维持在1万台以上。</p><p>而36氪此前曾独家报道，特斯拉中国工厂明年的生产计划是55万台，除去11万台出口任务，将有超过40万台在中国本土消化。同时，特斯拉充电桩工厂也在上海落成，明年计划生产1万根充电功率250kW的超充桩，超过特斯拉入华以来在国内建设的充电桩数量总和。高压的销量任务加上超充设施，特斯拉对中国的新能源车市场，无疑会是一次全方位的渗透。</p><p>面对纯电动阵营的强烈攻势，李想显然也及时调整了策略。“现在理想汽车同时在干三件大事，研发下一代自动驾驶，研发下一代增程技术平台以及新一代BEV平台。”有二级市场人士告诉36氪，如果不拿现在这100多亿人民币，资金确实有些吃紧。而当下的市场频繁波动，这也给理想汽车的募资增加了变数。</p>","source":"36kr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>理想计划推出纯电动车型，将搭载新的纯电动技术平台</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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理想计划推出纯电动车型，将搭载新的纯电动技术平台\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-05 11:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/996014090555907><strong>李勤</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>坚持增程技术方案的理想汽车，也开始提前拥抱纯电动技术。从多位知情人士处获悉，理想汽车计划推出纯电动车型，该车型将搭载其最新的纯电动技术平台。关于纯电动车的推出时间，有数位接触到近期理想汽车募资路演的人士告诉36氪，理想汽车透露，2022年，除了按计划推出增程式全尺寸SUV，纯电动平台车型也已经提前，“BEV（Battery Electric Vehicle）也计划最早在2022年推出亮相，2023...</p>\n\n<a href=\"https://36kr.com/p/996014090555907\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车"},"source_url":"https://36kr.com/p/996014090555907","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2089061576","content_text":"坚持增程技术方案的理想汽车，也开始提前拥抱纯电动技术。从多位知情人士处获悉，理想汽车计划推出纯电动车型，该车型将搭载其最新的纯电动技术平台。关于纯电动车的推出时间，有数位接触到近期理想汽车募资路演的人士告诉36氪，理想汽车透露，2022年，除了按计划推出增程式全尺寸SUV，纯电动平台车型也已经提前，“BEV（Battery Electric Vehicle）也计划最早在2022年推出亮相，2023年上市销售，会搭载理想的超快充和高电压平台等技术。”关于电动车推出时间的上述信息，理想汽车官方对36氪予以否认，“BEV项目在进行前期预研，现在还没有确定的推出时间。”而一位接近理想汽车BEV项目的人士对36氪称，考虑到汽车研发和测试需要较长周期，理想首款纯电动车推出的时间很可能比上述预测的时间晚很多。12月2日美股盘前，理想汽车发布公告，拟增发4700万股美国存托股票（ADS），净筹资额约16.020亿美元，如果承销商行使行使超额配售选择权，理想汽车将最高募资约18.405亿美元。理想汽车在公告中，将这笔巨额融资的用途分为四个部分：1、约30%用于新一代电动汽车技术的研发，包括高压平台、高充放电率电池和超快充电；2、约20%用于下一个BEV（Battery Electric Vehicle）平台和未来车型的研发；3、大约20%用于自动驾驶技术和解决方案的研发；4、余额用于公司一般用途。36氪从二级市场了解到，理想汽车此次募资计划出人意料，“7月底刚IPO，账上还有快200亿人民币资金，这次募资可能会掀起新一轮军备赛。”7月31日，理想汽车在纳斯达克上市，融资14.73亿美元。时隔仅3个月，理想汽车再次提交长达300多页的招股书，计划募资超过120亿人民币。理想汽车公告称，其董事王兴有兴趣在此次增发中认购2000万美元ADS，但这份邀约不具有约束力。公告发布后第二天，理想汽车的路演启动。在以纯电动技术为主流路线的新造车阵营中，理想汽车独树一帜，选择了增程式技术方案，即用内燃机增程器为电动机发电，解决电动车的续航焦虑，同时兼顾电动驾驶体验。今年第三季度的财报会议上，理想汽车CEO李想明确表示，在400kW的快充技术成熟前，不会推出纯电动车型，“增程式技术在大型SUV、MPV上的应用具有5-10年的优势。”理想汽车计划2022年推出的全尺寸SUV即延续增程式技术方案。李想还表示，400kW的快充技术需要三个条件支撑：800V以上的电压平台、500Ah超级快充的国家标准和4C充电倍率以上的电池。但现在，李想显然要通过下场自研的方式，将推出纯电动车型的距离缩短。一位接近李想的行业人士向36氪分析，李想可能认为在某些细分市场，纯电动汽车在2023年或2024年的竞争力会比较强，“他的判断逻辑是，推出的BEV要打得过自己的增程。如果计划提前，意味着他对电动车发展速度和生态的重新判断。”理想汽车的增程技术方案正得到市场认可。 2020年1月至10月，理想ONE已累计交付21852辆，11月，理想汽车单月交付达到4646辆，环比增长25.8%。但与此同时，采用纯电动技术的特斯拉、蔚来和小鹏汽车等，销量也在节节走高。蔚来在10月和11月，已经连续两月交付量维持在5000台以上，特斯拉更是凭借国产Model 3，单月交付维持在1万台以上。而36氪此前曾独家报道，特斯拉中国工厂明年的生产计划是55万台，除去11万台出口任务，将有超过40万台在中国本土消化。同时，特斯拉充电桩工厂也在上海落成，明年计划生产1万根充电功率250kW的超充桩，超过特斯拉入华以来在国内建设的充电桩数量总和。高压的销量任务加上超充设施，特斯拉对中国的新能源车市场，无疑会是一次全方位的渗透。面对纯电动阵营的强烈攻势，李想显然也及时调整了策略。“现在理想汽车同时在干三件大事，研发下一代自动驾驶，研发下一代增程技术平台以及新一代BEV平台。”有二级市场人士告诉36氪，如果不拿现在这100多亿人民币，资金确实有些吃紧。而当下的市场频繁波动，这也给理想汽车的募资增加了变数。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398372605,"gmtCreate":1606835306907,"gmtModify":1703844799627,"author":{"id":"115580615891433","authorId":"115580615891433","name":"小李飞刀888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>高盛反着买，别墅靠着海","listText":"<a 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