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王6688
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IP属地:北京
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王6688
2023-10-02
$Estrella Immunopharma(ESLA)$
就是个骗局,波动这么大,谁陪你玩,迟早要退市
王6688
2021-11-26
$滴滴(DIDI)$
私有化退市太好了,大家可以看看之前私有化的中概股,哪个不是大涨。今晚大涨
王6688
2022-03-16
$拼多多(PDD)$
手持空单的今晚先计提30%以上损失吧,血压高的,先做好心理准备
王6688
2022-12-15
$好未来(TAL)$
教培行业要松绑了,我可不是瞎说的
王6688
2022-03-23
插电混动里面才几块电池啊,也跟着涨价,垃圾公司就是垃圾公司
理想汽车发布关于理想ONE售价调整的说明
王6688
11-06
$拼多多(PDD)$
真会给自己加戏,川普又不是第一天当总统了,你也不是第一天上市了,以前没有过交集吗?难道你是哈里斯概念股?真把自己当棵葱了
王6688
2022-03-16
$拼多多(PDD)$
昨天抄的
王6688
2022-03-16
$知乎(ZH)$
按中概股这两天平均涨幅,今晚知乎起步要涨40个点
王6688
2022-03-15
$拼多多(PDD)$
开盘买少了,再砸啊,在给个机会行不行
王6688
2022-03-15
$拼多多(PDD)$
来,使劲砸,还有小半仓没买呢,每跌10%买一成仓,只买不卖,跟你死磕
王6688
2021-06-15
$老虎证券(TIGR)$
老虎今年大概率会拿到港股牌照,到时候股价就一去不复返了,珍惜现在的机会吧
王6688
2022-05-13
$Color Star Technology Co. Ltd(CSCW)$
咱能要点脸吗?
王6688
05-16
$大健云仓(GCT)$
等财报窗口期结束再买吧,现在买就等于是给这些股东们当接盘侠,现在别买,别打扰他们减持
王6688
2022-08-26
$老虎证券(TIGR)$
股价不到对手1/10,你对得起谁?
王6688
2022-03-10
$哔哩哔哩(BILI)$
盘前这么砸干嘛,钱都是大风刮来的啊,一群乌合之众
王6688
2021-08-24
$拼多多(PDD)$
坐等盘前财报砸盘
王6688
2021-07-22
$高途(GOTU)$
这公司应该要破产了
王6688
2021-06-16
$老虎证券(TIGR)$
又玩昨天晚上那一套是吧
王6688
2022-11-29
$知乎(ZH)$
卖了,删自选,这种货色会一直跌跌不休,毫无前途
王6688
2022-03-21
$拼多多(PDD)$
牛B你就拉红,让我少亏点
去老虎APP查看更多动态
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真会给自己加戏,川普又不是第一天当总统了,你也不是第一天上市了,以前没有过交集吗?难道你是哈里斯概念股?真把自己当棵葱了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/368085605187904","isVote":1,"tweetType":1,"viewCount":1439,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572413858154904","authorId":"3572413858154904","name":"咔咔602","avatar":"https://static.tigerbbs.com/c518800955c91fe7dc426281b01fc9bb","crmLevel":5,"crmLevelSwitch":0,"idStr":"3572413858154904","authorIdStr":"3572413858154904"},"content":"本来亏得很伤心,一看你这评论……哈哈哈哈哈哈","text":"本来亏得很伤心,一看你这评论……哈哈哈哈哈哈","html":"本来亏得很伤心,一看你这评论……哈哈哈哈哈哈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313151677649064,"gmtCreate":1717475370536,"gmtModify":1717475372097,"author":{"id":"12012867840342","authorId":"12012867840342","name":"王6688","avatar":"https://static.tigerbbs.com/1b5e09cc776acb2a594bc0fa0eb6772c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"12012867840342","authorIdStr":"12012867840342"},"themes":[],"htmlText":"<a 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等财报窗口期结束再买吧,现在买就等于是给这些股东们当接盘侠,现在别买,别打扰他们减持","listText":"<a href=\"https://laohu8.com/S/GCT\">$大健云仓(GCT)$ </a> 等财报窗口期结束再买吧,现在买就等于是给这些股东们当接盘侠,现在别买,别打扰他们减持","text":"$大健云仓(GCT)$ 等财报窗口期结束再买吧,现在买就等于是给这些股东们当接盘侠,现在别买,别打扰他们减持","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/306270148264000","isVote":1,"tweetType":1,"viewCount":1923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":226266108989560,"gmtCreate":1696248749498,"gmtModify":1696248750501,"author":{"id":"12012867840342","authorId":"12012867840342","name":"王6688","avatar":"https://static.tigerbbs.com/1b5e09cc776acb2a594bc0fa0eb6772c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"12012867840342","authorIdStr":"12012867840342"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ESLA\">$Estrella Immunopharma(ESLA)$ </a>就是个骗局,波动这么大,谁陪你玩,迟早要退市","listText":"<a 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就是个骗局,波动这么大,谁陪你玩,迟早要退市","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/226266108989560","isVote":1,"tweetType":1,"viewCount":2623,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562354228777726","authorId":"3562354228777726","name":"090820入","avatar":"https://static.tigerbbs.com/3c12eabfb0a0e8e9900cd67f3ebc477e","crmLevel":4,"crmLevelSwitch":0,"idStr":"3562354228777726","authorIdStr":"3562354228777726"},"content":"我这已经跌了90%了就等着跌到零了","text":"我这已经跌了90%了就等着跌到零了","html":"我这已经跌了90%了就等着跌到零了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":222087246524664,"gmtCreate":1695251937768,"gmtModify":1695251938618,"author":{"id":"12012867840342","authorId":"12012867840342","name":"王6688","avatar":"https://static.tigerbbs.com/1b5e09cc776acb2a594bc0fa0eb6772c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"12012867840342","authorIdStr":"12012867840342"},"themes":[],"htmlText":"<a 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教培行业要松绑了,我可不是瞎说的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/623189060","isVote":1,"tweetType":1,"viewCount":11698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623107569,"gmtCreate":1671100740551,"gmtModify":1671100742371,"author":{"id":"12012867840342","authorId":"12012867840342","name":"王6688","avatar":"https://static.tigerbbs.com/1b5e09cc776acb2a594bc0fa0eb6772c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"12012867840342","authorIdStr":"12012867840342"},"themes":[],"htmlText":"买入评级出来就卖掉吧,不会错","listText":"买入评级出来就卖掉吧,不会错","text":"买入评级出来就卖掉吧,不会错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623107569","repostId":"2291727331","repostType":2,"repost":{"id":"2291727331","pubTimestamp":1670997659,"share":"https://www.laohu8.com/m/news/2291727331?lang=&edition=full","pubTime":"2022-12-14 14:00","market":"hk","language":"zh","title":"浙商证券:维持哔哩哔哩-W(09626)“买入”评级 目标价242港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2291727331","media":"智通财经","summary":"智通财经APP获悉,浙商证券发布研究报告称,维持哔哩哔哩-W“买入”评级,上调2022-24年收入预测为218/284/352亿元,目标价242港元。12月10日《三体》动画在B站独家开播,首播数据表现亮眼,有望拉动B站大会员收入、提振流量表现。浙商证券主要观点如下:《三体》动画首播数据表现亮眼由B站主要出品,版权方三体宇宙、制作方艺画开天联合出品的《三体》动画,于12月10日在B站独家开播,是三体IP首部面世的影视化作品。","content":"<html><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/601878\">浙商证券</a>发布研究报告称,维持<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>(09626)“买入”评级,上调2022-24年收入预测为218/284/352亿元,目标价242港元。12月10日《三体》动画在B站独家开播,首播数据表现亮眼,有望拉动B站大会员收入、提振流量表现。近期防疫、房地产政策不断优化,有望推动明年经济复苏,随着整体广告市场需求复苏叠加Story模式贡献的增量广告位,该行认为23年B站广告业务有望实现较大增长弹性。</p><p>浙商证券主要观点如下:</p><p><strong>《三体》动画首播数据表现亮眼</strong></p><p>由B站主要出品,版权方三体宇宙、制作方艺画开天联合出品的《三体》动画,于12月10日在B站独家开播,是三体IP首部面世的影视化作品。截止12月12日15时,共播放2集,B站APP数据显示,播放数据表现亮眼:追番数量达到592.5万,合计播放量达1.3亿,单集平均播放量达6.5千万,远超B站其他头部动漫单集平均播放量。</p><p><strong>《三体》有望提振大会员收入表现</strong></p><p>根据B站介绍,《三体》首集免费,第5集起大会员专享(共15集),叠加大会员“双12”优惠活动,有望拉动大会员规模增长,提振大会员收入表现。除了《三体》外,B站仍储备大量动画作品,在10月29日B站2022-2023国创动画作品发布会上,共推出49部国创作品新内容,包括《镇魂街》、《凸变英雄X》等头部内容。</p><p><strong>《三体》有望提振流量表现</strong></p><p>根据B站介绍,《三体》动画每周更新1集,预计播放完毕将超3个月,播放期间有助于拉动B站新用户、DAU及使用时长增长,提振流量表现。根据七麦数据,《三体》播出后的12月11日,B站APP在IOS免费榜排名由41提升至21位,创35日(即国庆长假后)新高。该行观察到伴随着《三体》动画上映,众多UP主针对《三体》进行“二创”,这体现了B站独有的OGV+PUGV+Story生态,有利于优秀OGV内容持续传播,实现更高成本收益。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2022-12-14 14:00 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/847048.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,浙商证券发布研究报告称,维持哔哩哔哩-W(09626)“买入”评级,上调2022-24年收入预测为218/284/352亿元,目标价242港元。12月10日《三体》动画在B站独家开播,首播数据表现亮眼,有望拉动B站大会员收入、提振流量表现。近期防疫、房地产政策不断优化,有望推动明年经济复苏,随着整体广告市场需求复苏叠加Story模式贡献的增量广告位,该行认为23年B站广告业务...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/847048.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601878":"浙商证券","09626":"哔哩哔哩-W","BILI":"哔哩哔哩"},"source_url":"http://www.zhitongcaijing.com/content/detail/847048.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291727331","content_text":"智通财经APP获悉,浙商证券发布研究报告称,维持哔哩哔哩-W(09626)“买入”评级,上调2022-24年收入预测为218/284/352亿元,目标价242港元。12月10日《三体》动画在B站独家开播,首播数据表现亮眼,有望拉动B站大会员收入、提振流量表现。近期防疫、房地产政策不断优化,有望推动明年经济复苏,随着整体广告市场需求复苏叠加Story模式贡献的增量广告位,该行认为23年B站广告业务有望实现较大增长弹性。浙商证券主要观点如下:《三体》动画首播数据表现亮眼由B站主要出品,版权方三体宇宙、制作方艺画开天联合出品的《三体》动画,于12月10日在B站独家开播,是三体IP首部面世的影视化作品。截止12月12日15时,共播放2集,B站APP数据显示,播放数据表现亮眼:追番数量达到592.5万,合计播放量达1.3亿,单集平均播放量达6.5千万,远超B站其他头部动漫单集平均播放量。《三体》有望提振大会员收入表现根据B站介绍,《三体》首集免费,第5集起大会员专享(共15集),叠加大会员“双12”优惠活动,有望拉动大会员规模增长,提振大会员收入表现。除了《三体》外,B站仍储备大量动画作品,在10月29日B站2022-2023国创动画作品发布会上,共推出49部国创作品新内容,包括《镇魂街》、《凸变英雄X》等头部内容。《三体》有望提振流量表现根据B站介绍,《三体》动画每周更新1集,预计播放完毕将超3个月,播放期间有助于拉动B站新用户、DAU及使用时长增长,提振流量表现。根据七麦数据,《三体》播出后的12月11日,B站APP在IOS免费榜排名由41提升至21位,创35日(即国庆长假后)新高。该行观察到伴随着《三体》动画上映,众多UP主针对《三体》进行“二创”,这体现了B站独有的OGV+PUGV+Story生态,有利于优秀OGV内容持续传播,实现更高成本收益。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620820789,"gmtCreate":1669654704742,"gmtModify":1669654705763,"author":{"id":"12012867840342","authorId":"12012867840342","name":"王6688","avatar":"https://static.tigerbbs.com/1b5e09cc776acb2a594bc0fa0eb6772c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"12012867840342","authorIdStr":"12012867840342"},"themes":[],"htmlText":"<a 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10:31","market":"hk","language":"zh","title":"环球零碳|电池价格下跌了80%,电动汽车为何还在涨价","url":"https://stock-news.laohu8.com/highlight/detail?id=2254890918","media":"市场资讯","summary":"将矛头指向了电池原材料涨价。过去十年,动力电池的价格,因为技术进步,整体价格下降了80%,但电动汽车的价格却上涨了80%左右,两者完美分化的原因何在?02 动力电池近十年下跌80%因原材料价格上涨导致动力电池价格的上涨,应该是短暂的。电池价格下降和生产平台优化推动纯电动汽车的成本快速下降。如今,电动汽车的价格与豪华车的平均价格密切相关。","content":"<html><body><p>在7月21日的2022世界动力电池大会上,<a href=\"https://laohu8.com/S/601238\">广汽集团</a>董事长曾庆洪诉苦说:“动力电池成本已经占到新能源汽车的40%~50%,甚至60%,那我现在不是在给<a href=\"https://laohu8.com/S/300750\">宁德时代</a>打工吗?”</p><p>这一说法,在网络上不断刷屏,他不仅点出了当前电动汽车面对原材料上涨带来的供应链紧张,也把电动车整机生产厂家和电池供应商扑朔迷离的关系摆上了台面。</p><p>对于这个说法,宁德时代董事长曾毓群在大会上隔空回应称:“上游原材料的炒作带来了产业链短期的困扰。”将矛头指向了电池原材料涨价。</p><p>两位大佬的讲话,都遭到网友的质疑。</p><p>对于广汽董事长的“打工论”,网友回应说:“<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、宝马等大品牌都是外购电池,为何人家可以赚钱?”“你就是一个整合商,核心技术全部都是别人的。如果自己不投资科研,只是制造,早晚被社会淘汰掉;如果你认识不清形势,后面连工都没得打了。”</p><p>对于曾毓群的“资本炒作论”,网友也不放过,反问道:“你自己不就是最大的炒作者和得益者。”</p><p>网友的回应都很犀利,但其实都表达了对当前电动汽车涨价的不满。背后有资本的炒作,但更大的背景是全球通胀背景下,原材料价格的上涨造成的供需失衡。</p><p>过去十年,动力电池的价格,因为技术进步,整体价格下降了80%,但电动汽车的价格却上涨了80%左右,两者完美分化的原因何在?</p><p>01 原材料价格上涨是暂时的</p><p>车企和电池制造商都抱怨说,自己“没赚”,那消费者买新能源汽车花的钱,到底被谁赚去了?</p><p>从数据看,今年这一轮电动车涨价,大部分原因是上游原材料涨价,利润进入到产业链的上游企业了。</p><p>2022年一季度,宁德时代营业成本同比增长198.66%,超过营业收入44个百分点,毛利率只有14.48%,创下2年来新低。这说明,作为电池供应龙头企业,虽然因为电池涨价被汽车整车制造商诟病,但宁德时代的今年的毛利其实也是在下降的。</p><p>而锂盐厂商普遍挣得盆满钵满。此前,<a href=\"https://laohu8.com/S/002460\">赣锋锂业</a>公告称,2022年上半年预计净利润72亿元至90亿元,同比增长408.24%至535.30%。<a href=\"https://laohu8.com/S/002466\">天齐锂业</a>也发布了半年度业绩预告,预计2022年上半年归属上市公司股东的净利润为96亿元至116亿元,同比增长110倍至134倍。</p><p>整个产业链陷入“为上游打工”的魔咒,这也导致汽车制造商向电池制造布局,电池制造商向上游矿产原材料布局的现象。</p><p>与内燃机汽车的成本相比,电动汽车平均来说, 51%的成本集中在其动力系统上,而内燃机汽车的成本中只有 18%来自其动力系统。</p><p>目前,电池驱动的汽车主流是使用锂离子技术,锂离子电池造价之所以如此昂贵,是因为制造这些电池所需的材料――锂、钴和镍等稀土金属不容易获得。特别是在疫情封控影响和俄乌战争背景下,全球供应链都打乱了。</p><p>具体来看,包括锂、镍、钴、六氟磷酸锂、隔膜甚至石墨等原材料价格都在不断飙升。</p><p>据中国汽车动力电池产业创新联盟数据表明,2021年1月至2022年3月,正极三元锂材料均价从12.4万元/吨暴涨至36.8万元/吨,升幅为196.8%;磷酸铁锂材料均价由4万元/吨攀升至16.2万元/吨,升幅为305%。</p><p>为了抵消大型电池所用材料成本的飙升,首先是电池制造商提价,接着汽车制造商也纷纷涨价。</p><p>02 动力电池近十年下跌80%</p><p>因原材料价格上涨导致动力电池价格的上涨,应该是短暂的。从近十年的历史看,动力电池的价格是一直在下降。自 2010 年以来,锂离子电动汽车电池组的平均价格已从每千瓦时(kWh) 1,200 美元降至 2021 年的 132 美元/千瓦时。自 2012 年以来,电动汽车电池的平均总成本下降了近90%。</p><div><img src=\"http://k.sinaimg.cn/n/spider20220726/316/w640h476/20220726/4b29-b16f97249134960f704e9f77b4b19351.jpg/w720fin.jpg\"/></div><p>彭博新能源财经的经验曲线分析预测,到2024年,电池价格将降至100美元/千瓦时以下,到2030年将降至59美元/千瓦时左右。</p><p>彭博新能源财经对纯电动汽车(BEV)的制造成本进行估算,欧洲的大型车、美国的大型车和SUV等车型价格更高的细分领域最早有望在2023年和燃油汽车实现平价。根据细分领域不同,电池占总制造成本的比重将在2023-2027年降至20%。</p><p>在欧洲所有细分市场中,纯电动汽车预计将在下一个产品周期内,与同级别内燃机汽车在前期成本方面实现平价。电池价格下降和生产平台优化推动纯电动汽车的成本快速下降。到2025年,通过优化设计和扩大生产,纯电动汽车的成本可能比当下水平便宜三分之一以上。</p><p>随着电池技术的不断进步,电池价格快速下降,欧洲电池企业竞争加剧。到2030年,在新化学体系、制造工艺继续优化、电芯及电池组设计理念创新等因素的影响下,电池的单位平均价格(每千瓦时)将较2020年水平下降58%。电池成本的下降途径在未来十年相对确定,再往后则可能依靠固态电池等仍在发展中的技术路线。</p><p>在中国和日本的小型车等车型更便宜的细分领域,电池在制造成本中所占的份额将在更长时间内保持相对较高的份额。这些细分领域实现平价的年份差异更大,具体取决于地区,预计在2026年至30年代初之间达成跟燃油汽车平价。</p><p>所以,从长期市场看,电动汽车的优势会越来越明显,而燃油汽车的成本下降却非常艰难。彭博预计,达到前期成本平价将启动电动汽车的大规模采用,在经济转型情景下,电动汽车将在2030年超过全球汽车销量的40%。</p><p>03 电动汽车市场转向<a href=\"https://laohu8.com/S/DLX\">豪华</a>车</p><p>既然电池价格一直在下跌,为什么电动汽车却越来越贵?电动汽车和电池价格分化的主要原因是什么?</p><div><img src=\"http://k.sinaimg.cn/n/spider20220726/386/w640h546/20220726/eeb0-69c02673a0d6077b0ff8a448ca0ee206.jpg/w720fin.jpg\"/></div><p>这是因为电动汽车的定价有很多因素在起作用。供应链、装配线、研发和供需关系,都可以在电动汽车销售中发挥一定的作用。如果考虑到汽车制造商的一些营销策略,就会有更多的不可控因素。</p><p>比如,大多数汽车制造商都在开发豪华电动汽车车型,然后才扩展到更便宜的大众市场汽车。</p><p>汽车制造商首先会在更昂贵的汽车上部署任何类型的新技术是很常见的,因为“豪华车购买者”可以承受更高价格。一旦汽车制造商提高产量并降低成本,他们就会在更实惠的车型上引入这些功能。</p><p>我们看到的防抱死刹车、稳定控制系统,所有新的安全功能,这些东西首先出现在豪华车上,然后再向下发展。这是汽车制造商的一贯套路,电动汽车也出现了同样的动态。</p><p>以日产聆风(Nissan Leaf)为例,这是美国第一款广泛销售的电动汽车,而且价格相对实惠。2011 年,这款车标价约为 33600 美元,占据了美国电动汽车市场 95%以上的份额。但第二年,电动汽车市场发生了变化:特斯拉推出了其首款突破性产品 Model S 豪华轿车,最便宜的版本起价为 57400 美元。</p><p>Model S 很快取代 Leaf,成为最畅销的电动汽车,特斯拉的豪华车,包括 Model 3 轿车和 Model X SUV,现在主导着电动汽车市场。</p><p>其他汽车制造商,包括福特、<a href=\"https://laohu8.com/S/GM\">通用汽车</a>和本田等老牌企业,以及 Rivian 等初创公司,也在通过高价皮卡和 SUV进军电动汽车市场。汽车制造商也在使用更大、更昂贵的电池来延长电动汽车的续航里程。</p><p>特斯拉的市场主导地位,加上竞争对手汽车制造商的昂贵车型和更大电池的兴起,与日产聆风的全盛时期相比,大幅推高了新款电动汽车的平均价格。如今,电动汽车的价格与豪华车的平均价格密切相关。</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE 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}\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环球零碳|电池价格下跌了80%,电动汽车为何还在涨价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-26 10:31 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/cn/2022-07-26/doc-imizmscv3568815.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在7月21日的2022世界动力电池大会上,广汽集团董事长曾庆洪诉苦说:“动力电池成本已经占到新能源汽车的40%~50%,甚至60%,那我现在不是在给宁德时代打工吗?”这一说法,在网络上不断刷屏,他不仅点出了当前电动汽车面对原材料上涨带来的供应链紧张,也把电动车整机生产厂家和电池供应商扑朔迷离的关系摆上了台面。对于这个说法,宁德时代董事长曾毓群在大会上隔空回应称:“上游原材料的炒作带来了产业链短期的...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/cn/2022-07-26/doc-imizmscv3568815.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159796":"电池"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/cn/2022-07-26/doc-imizmscv3568815.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254890918","content_text":"在7月21日的2022世界动力电池大会上,广汽集团董事长曾庆洪诉苦说:“动力电池成本已经占到新能源汽车的40%~50%,甚至60%,那我现在不是在给宁德时代打工吗?”这一说法,在网络上不断刷屏,他不仅点出了当前电动汽车面对原材料上涨带来的供应链紧张,也把电动车整机生产厂家和电池供应商扑朔迷离的关系摆上了台面。对于这个说法,宁德时代董事长曾毓群在大会上隔空回应称:“上游原材料的炒作带来了产业链短期的困扰。”将矛头指向了电池原材料涨价。两位大佬的讲话,都遭到网友的质疑。对于广汽董事长的“打工论”,网友回应说:“特斯拉、宝马等大品牌都是外购电池,为何人家可以赚钱?”“你就是一个整合商,核心技术全部都是别人的。如果自己不投资科研,只是制造,早晚被社会淘汰掉;如果你认识不清形势,后面连工都没得打了。”对于曾毓群的“资本炒作论”,网友也不放过,反问道:“你自己不就是最大的炒作者和得益者。”网友的回应都很犀利,但其实都表达了对当前电动汽车涨价的不满。背后有资本的炒作,但更大的背景是全球通胀背景下,原材料价格的上涨造成的供需失衡。过去十年,动力电池的价格,因为技术进步,整体价格下降了80%,但电动汽车的价格却上涨了80%左右,两者完美分化的原因何在?01 原材料价格上涨是暂时的车企和电池制造商都抱怨说,自己“没赚”,那消费者买新能源汽车花的钱,到底被谁赚去了?从数据看,今年这一轮电动车涨价,大部分原因是上游原材料涨价,利润进入到产业链的上游企业了。2022年一季度,宁德时代营业成本同比增长198.66%,超过营业收入44个百分点,毛利率只有14.48%,创下2年来新低。这说明,作为电池供应龙头企业,虽然因为电池涨价被汽车整车制造商诟病,但宁德时代的今年的毛利其实也是在下降的。而锂盐厂商普遍挣得盆满钵满。此前,赣锋锂业公告称,2022年上半年预计净利润72亿元至90亿元,同比增长408.24%至535.30%。天齐锂业也发布了半年度业绩预告,预计2022年上半年归属上市公司股东的净利润为96亿元至116亿元,同比增长110倍至134倍。整个产业链陷入“为上游打工”的魔咒,这也导致汽车制造商向电池制造布局,电池制造商向上游矿产原材料布局的现象。与内燃机汽车的成本相比,电动汽车平均来说, 51%的成本集中在其动力系统上,而内燃机汽车的成本中只有 18%来自其动力系统。目前,电池驱动的汽车主流是使用锂离子技术,锂离子电池造价之所以如此昂贵,是因为制造这些电池所需的材料――锂、钴和镍等稀土金属不容易获得。特别是在疫情封控影响和俄乌战争背景下,全球供应链都打乱了。具体来看,包括锂、镍、钴、六氟磷酸锂、隔膜甚至石墨等原材料价格都在不断飙升。据中国汽车动力电池产业创新联盟数据表明,2021年1月至2022年3月,正极三元锂材料均价从12.4万元/吨暴涨至36.8万元/吨,升幅为196.8%;磷酸铁锂材料均价由4万元/吨攀升至16.2万元/吨,升幅为305%。为了抵消大型电池所用材料成本的飙升,首先是电池制造商提价,接着汽车制造商也纷纷涨价。02 动力电池近十年下跌80%因原材料价格上涨导致动力电池价格的上涨,应该是短暂的。从近十年的历史看,动力电池的价格是一直在下降。自 2010 年以来,锂离子电动汽车电池组的平均价格已从每千瓦时(kWh) 1,200 美元降至 2021 年的 132 美元/千瓦时。自 2012 年以来,电动汽车电池的平均总成本下降了近90%。彭博新能源财经的经验曲线分析预测,到2024年,电池价格将降至100美元/千瓦时以下,到2030年将降至59美元/千瓦时左右。彭博新能源财经对纯电动汽车(BEV)的制造成本进行估算,欧洲的大型车、美国的大型车和SUV等车型价格更高的细分领域最早有望在2023年和燃油汽车实现平价。根据细分领域不同,电池占总制造成本的比重将在2023-2027年降至20%。在欧洲所有细分市场中,纯电动汽车预计将在下一个产品周期内,与同级别内燃机汽车在前期成本方面实现平价。电池价格下降和生产平台优化推动纯电动汽车的成本快速下降。到2025年,通过优化设计和扩大生产,纯电动汽车的成本可能比当下水平便宜三分之一以上。随着电池技术的不断进步,电池价格快速下降,欧洲电池企业竞争加剧。到2030年,在新化学体系、制造工艺继续优化、电芯及电池组设计理念创新等因素的影响下,电池的单位平均价格(每千瓦时)将较2020年水平下降58%。电池成本的下降途径在未来十年相对确定,再往后则可能依靠固态电池等仍在发展中的技术路线。在中国和日本的小型车等车型更便宜的细分领域,电池在制造成本中所占的份额将在更长时间内保持相对较高的份额。这些细分领域实现平价的年份差异更大,具体取决于地区,预计在2026年至30年代初之间达成跟燃油汽车平价。所以,从长期市场看,电动汽车的优势会越来越明显,而燃油汽车的成本下降却非常艰难。彭博预计,达到前期成本平价将启动电动汽车的大规模采用,在经济转型情景下,电动汽车将在2030年超过全球汽车销量的40%。03 电动汽车市场转向豪华车既然电池价格一直在下跌,为什么电动汽车却越来越贵?电动汽车和电池价格分化的主要原因是什么?这是因为电动汽车的定价有很多因素在起作用。供应链、装配线、研发和供需关系,都可以在电动汽车销售中发挥一定的作用。如果考虑到汽车制造商的一些营销策略,就会有更多的不可控因素。比如,大多数汽车制造商都在开发豪华电动汽车车型,然后才扩展到更便宜的大众市场汽车。汽车制造商首先会在更昂贵的汽车上部署任何类型的新技术是很常见的,因为“豪华车购买者”可以承受更高价格。一旦汽车制造商提高产量并降低成本,他们就会在更实惠的车型上引入这些功能。我们看到的防抱死刹车、稳定控制系统,所有新的安全功能,这些东西首先出现在豪华车上,然后再向下发展。这是汽车制造商的一贯套路,电动汽车也出现了同样的动态。以日产聆风(Nissan Leaf)为例,这是美国第一款广泛销售的电动汽车,而且价格相对实惠。2011 年,这款车标价约为 33600 美元,占据了美国电动汽车市场 95%以上的份额。但第二年,电动汽车市场发生了变化:特斯拉推出了其首款突破性产品 Model S 豪华轿车,最便宜的版本起价为 57400 美元。Model S 很快取代 Leaf,成为最畅销的电动汽车,特斯拉的豪华车,包括 Model 3 轿车和 Model X SUV,现在主导着电动汽车市场。其他汽车制造商,包括福特、通用汽车和本田等老牌企业,以及 Rivian 等初创公司,也在通过高价皮卡和 SUV进军电动汽车市场。汽车制造商也在使用更大、更昂贵的电池来延长电动汽车的续航里程。特斯拉的市场主导地位,加上竞争对手汽车制造商的昂贵车型和更大电池的兴起,与日产聆风的全盛时期相比,大幅推高了新款电动汽车的平均价格。如今,电动汽车的价格与豪华车的平均价格密切相关。","news_type":1},"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617884127,"gmtCreate":1654171623772,"gmtModify":1704859047880,"author":{"id":"12012867840342","authorId":"12012867840342","name":"王6688","avatar":"https://static.tigerbbs.com/1b5e09cc776acb2a594bc0fa0eb6772c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"12012867840342","authorIdStr":"12012867840342"},"themes":[],"htmlText":"比亚迪真的开挂了","listText":"比亚迪真的开挂了","text":"比亚迪真的开挂了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617884127","repostId":"1110819525","repostType":2,"repost":{"id":"1110819525","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1654169196,"share":"https://www.laohu8.com/m/news/1110819525?lang=&edition=full","pubTime":"2022-06-02 19:26","market":"hk","language":"zh","title":"比亚迪:5月新能源汽车销量114943辆","url":"https://stock-news.laohu8.com/highlight/detail?id=1110819525","media":"老虎资讯综合","summary":"6月2日,比亚迪公告,5月新能源汽车销量114943辆,去年同期32800辆;本年新能源汽车累计销量507314辆,同比增长348.11%。公司2022年5月新能源汽车动力电池及储能电池装机总量约为6","content":"<html><head></head><body><p>6月2日,比亚迪公告,5月新能源汽车销量114943辆,去年同期32800辆;本年新能源汽车累计销量507314辆,同比增长348.11%。公司2022年5月新能源汽车动力电池及储能电池装机总量约为6.203GWh,2022年累计装机总量约为27.183GWh。<img src=\"https://static.tigerbbs.com/207d95c2d9bb8c2688bd7bb4d13170a1\" tg-width=\"1473\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/></p></body></html>","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>比亚迪:5月新能源汽车销量114943辆</title>\n<style 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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比亚迪:5月新能源汽车销量114943辆\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\">2022-06-02 19:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月2日,比亚迪公告,5月新能源汽车销量114943辆,去年同期32800辆;本年新能源汽车累计销量507314辆,同比增长348.11%。公司2022年5月新能源汽车动力电池及储能电池装机总量约为6.203GWh,2022年累计装机总量约为27.183GWh。<img src=\"https://static.tigerbbs.com/207d95c2d9bb8c2688bd7bb4d13170a1\" tg-width=\"1473\" tg-height=\"720\" 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href=\"https://laohu8.com/S/CSCW\">$Color Star Technology Co. 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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>理想汽车发布关于理想ONE售价调整的说明</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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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\">2022-03-23 09:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月23日,受上游原材料持续大幅上涨的影响,自2022年4月1日起,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>将会对理想ONE的售价进行调整,全国统一零售价格将由目前的338000元上调至349800元。此次价格调整将于2022年4月1日零时起生效,在此之前通过理想汽车App、理想汽车官网和理想汽车零售中心支付定金的用户不受此次价格调整影响。</p><p><img src=\"https://static.tigerbbs.com/6a3eb69d42e6cc0cdf4353c679b2ce4e\" tg-width=\"583\" tg-height=\"273\" width=\"100%\" height=\"auto\"/></p><p>理想汽车港股盘初走低,现跌1.2%。</p><p><img src=\"https://static.tigerbbs.com/bfb6ad16b05477a5035f98c4fafee9ac\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2869684faa12daf41c77713de7a0becf","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","02015":"理想汽车-W","BK4204":"教育服务","LI":"理想汽车","BK4526":"热门中概股","BK4555":"新能源车","BK4503":"景林资产持仓","BK1119":"汽车制造商","BK1539":"汽车股","BK1587":"次新股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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09:33","market":"hk","language":"zh","title":"理想汽车发布关于理想ONE售价调整的说明","url":"https://stock-news.laohu8.com/highlight/detail?id=1112584204","media":"老虎资讯综合","summary":"3月23日,受上游原材料持续大幅上涨的影响,自2022年4月1日起,理想汽车将会对理想ONE的售价进行调整,全国统一零售价格将由目前的338000元上调至349800元。此次价格调整将于2022年4月","content":"<html><head></head><body><p>3月23日,受上游原材料持续大幅上涨的影响,自2022年4月1日起,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>将会对理想ONE的售价进行调整,全国统一零售价格将由目前的338000元上调至349800元。此次价格调整将于2022年4月1日零时起生效,在此之前通过理想汽车App、理想汽车官网和理想汽车零售中心支付定金的用户不受此次价格调整影响。</p><p><img src=\"https://static.tigerbbs.com/6a3eb69d42e6cc0cdf4353c679b2ce4e\" tg-width=\"583\" tg-height=\"273\" width=\"100%\" height=\"auto\"/></p><p>理想汽车港股盘初走低,现跌1.2%。</p><p><img src=\"https://static.tigerbbs.com/bfb6ad16b05477a5035f98c4fafee9ac\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>","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>理想汽车发布关于理想ONE售价调整的说明</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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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理想汽车发布关于理想ONE售价调整的说明\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\">2022-03-23 09:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月23日,受上游原材料持续大幅上涨的影响,自2022年4月1日起,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>将会对理想ONE的售价进行调整,全国统一零售价格将由目前的338000元上调至349800元。此次价格调整将于2022年4月1日零时起生效,在此之前通过理想汽车App、理想汽车官网和理想汽车零售中心支付定金的用户不受此次价格调整影响。</p><p><img src=\"https://static.tigerbbs.com/6a3eb69d42e6cc0cdf4353c679b2ce4e\" tg-width=\"583\" tg-height=\"273\" width=\"100%\" height=\"auto\"/></p><p>理想汽车港股盘初走低,现跌1.2%。</p><p><img src=\"https://static.tigerbbs.com/bfb6ad16b05477a5035f98c4fafee9ac\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2869684faa12daf41c77713de7a0becf","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","02015":"理想汽车-W","BK4204":"教育服务","LI":"理想汽车","BK4526":"热门中概股","BK4555":"新能源车","BK4503":"景林资产持仓","BK1119":"汽车制造商","BK1539":"汽车股","BK1587":"次新股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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