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2023年戒骄戒躁,戒话多!
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稳 准 狠
2019-03-27
$蔚来(NIO)$奉劝所有的人尽量远离由李斌主持上市的公司股票,此人让公司上市很有能力,但上市后公司的股价全都是一泻千里,只要公司一上市他就不会怎么管了。所以远离和此人有关的股票,让机构的钱自己去玩
稳 准 狠
2019-05-09
$老虎证券(TIGR)$ 有没有站在山顶的朋友?
稳 准 狠
2017-11-10
一步一个脚印
$美图公司(01357)$都没几个人在这里面评论看来散户都被抹杀得差不多了
一步一个脚印
稳 准 狠
2023-09-14
$蓝月亮集团(06993)$
即将成为仙股
稳 准 狠
2018-11-13
$易鑫集团(02858)$这个还能回本吗?各位大神
稳 准 狠
2020-12-24
$阿里巴巴(BABA)$
这种垃圾公司就应该使劲查处,有多少厌恶钉钉的请点赞 统计一下
稳 准 狠
2020-07-24
$英特尔(INTC)$
我只想问一句 友友们你们手中的笔电是搭载的什么芯片?反正我现在的是英特尔处理器 我曾经用过AMD!
稳 准 狠
2021-07-15
$蓝月亮集团(06993)$
盘前都有鬼
稳 准 狠
2021-02-24
$快手-W(01024)$
这货泡沫巨大 还有得跌
稳 准 狠
2019-10-23
$快餐帝国(01843)$ 今天买进去的孩子 何年何月才解套?
稳 准 狠
2019-10-18
$鲁大师(03601)$ 这种狗屎都能上市 说明港股也快和A股一个尿性了
稳 准 狠
2019-04-04
$小米集团-W(01810)$小米从出生到现在一直在质疑声中不断成长和壮大!我还是很看好小米的[思考]
稳 准 狠
2021-06-22
$蓝月亮集团(06993)$
我在9.5等你
稳 准 狠
2019-04-06
$波音(BA)$波音发生了这么大的事都没跌多少,真是牛掰啊
稳 准 狠
2019-03-27
$易车网(BITA)$奉劝所有的人尽量远离由李斌主持上市的公司股票,此人让公司上市很有能力,但上市后公司的股价全都是一泻千里,只要公司一上市他就不会怎么管了。所以远离和此人有关的股票,让机构的钱自己去玩,小散们珍惜血汗钱吧
稳 准 狠
2018-09-07
$易鑫集团(02858)$每创一次新低就买一手
稳 准 狠
2021-01-15
$小米集团-W(01810)$
一个组装品牌 注定的结局
稳 准 狠
2020-04-09
怪谁?只能怪自己身子不够正!制造假货是中国领先全球
抱歉,原内容已删除
稳 准 狠
2018-07-20
$小米集团-W(01810)$赶快抄底,目标50
稳 准 狠
2020-02-29
$微博(WB)$ $Twitter(TWTR)$ 都准备干掉现任CEO了,该死的$微博(WB)$ 何时才能换掉现在这帮吃白干饭的管理团队,一天天不干事吃老本。
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20:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>天风证券分析师郭明錤今天发布市场研究简报,简要回顾了今年1月到春节(2月中旬)期间手机产业的重要更新。</p><p>郭明錤指出,该时间段内一方面3000-4000元价位安卓机型需求稳定恢复,另一方面是2023年第1季度出货量基数较低,因此国内安卓手机出货量同比稳定增长。<strong>苹果iPhone在国内市场出货量同比继续下降,年初的降价对于提振出货量的贡献比较有限。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f2d6b2f654f9b77960ce3f7edcb3a947","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174826116","content_text":"天风证券分析师郭明錤今天发布市场研究简报,简要回顾了今年1月到春节(2月中旬)期间手机产业的重要更新。郭明錤指出,该时间段内一方面3000-4000元价位安卓机型需求稳定恢复,另一方面是2023年第1季度出货量基数较低,因此国内安卓手机出货量同比稳定增长。苹果iPhone在国内市场出货量同比继续下降,年初的降价对于提振出货量的贡献比较有限。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":267015520890928,"gmtCreate":1706198874224,"gmtModify":1706198875161,"author":{"id":"241899086951680","authorId":"241899086951680","name":"稳 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09:18","market":"hk","language":"zh","title":"星空华文一手中签率为40.06%,认购4手稳中一手","url":"https://stock-news.laohu8.com/highlight/detail?id=1136934260","media":"老虎资讯综合","summary":"12月28日,星空华文发布公告,公司发行1473.16万股股份,每股定价26.5港元,每手400股,预计12月29日上市。公开发售阶段星空华文获5.12倍认购,分配至公开发售的发售股份最终数目为147","content":"<html><head></head><body><p>12月28日,<a href=\"https://laohu8.com/S/06698\">星空华文</a>发布公告,公司发行1473.16万股股份,每股定价26.5港元,每手400股,预计12月29日上市。</p><p>公开发售阶段星空华文获5.12倍认购,分配至公开发售的发售股份最终数目为147.36万股,占发售股份总数的10%(任何超额配股权获行使前)。合共接获1851份有效申请,一手中签率为40.06%,认购4手稳中一手。</p><p>此外,国际发售已获超额认购,发售股份最终数目为1325.8万股,相当于发售股份总数的90%(任何超额配股权获行使前)。老虎国际整理相关数据如下表:<img src=\"https://static.tigerbbs.com/ee963c702880677a37ca7e3823ed0410\" tg-width=\"696\" tg-height=\"584\" width=\"100%\" height=\"auto\"/><b>分配结果</b></p><p>甲组每手400股,一手中签率40.06%,申购4手稳中一手。</p><p>乙组头为500手(200000股),获配99手(39600股)。<img src=\"https://static.tigerbbs.com/5ea38ff8042e10dadf2e32d56bd1cdba\" tg-width=\"826\" tg-height=\"784\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/12b3c537b9d3d23e3026fd3e432b119f\" tg-width=\"822\" tg-height=\"293\" width=\"100%\" height=\"auto\"/><b>筹资用途方面,</b>公司拟将取得的全球发售款项净额约3.196亿港元用于以下用途:其中约80%将用于为公司的IP制作及运营提供资金。具体而言,公司拟打造热门综艺IP节目,提升电影及剧集IP制作及运营能力,强化音乐IP制作及运营能力及进一步发展IP相关业务;约20%将用于扩大公司的受众范围以提供更好的客户服务以及建设公司已建立的文娱IP产业价值链。</p><p><b>财务方面,</b>2019年至2021年,公司的总收入分别为18.01亿元、15.6亿元、11.27亿元人民币,2022年前六个月的收入为1.83亿元人民币,同比增长18%。</p><p><b>净利润方面,</b>2019~2021年以及2021及2022年上半年的净利润分别为3.80亿元、-0.38亿元、-3.52亿元人民币,以及-0.25亿元、-0.13亿元人民币。</p><p>星空华文拥有一批类型多样且范围广泛的热门综艺节目IP,包括音乐类节目、舞蹈类综艺节目、才艺类综艺节目、脱口秀、户外╱文化类综艺节目及其他综艺节目。该公司是为数不多的能够在各种主要节目类型中创造及运营综艺节目IP的公司。</p><p>于2012年,星空华文推出中国最受欢迎的歌唱比赛节目之一《中国好声音》。该公司创造及运营其他长期以来受欢迎的综艺节目IP(如《蒙面唱将猜猜猜》、《中国好歌曲》及《出彩中国人》)。该公司们与中国三大网络视频平台之一优酷合作,共同制作网络定制舞蹈比赛节目《这!就是街舞》。</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>星空华文一手中签率为40.06%,认购4手稳中一手</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; 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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星空华文一手中签率为40.06%,认购4手稳中一手\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\">2022-12-28 09:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月28日,<a href=\"https://laohu8.com/S/06698\">星空华文</a>发布公告,公司发行1473.16万股股份,每股定价26.5港元,每手400股,预计12月29日上市。</p><p>公开发售阶段星空华文获5.12倍认购,分配至公开发售的发售股份最终数目为147.36万股,占发售股份总数的10%(任何超额配股权获行使前)。合共接获1851份有效申请,一手中签率为40.06%,认购4手稳中一手。</p><p>此外,国际发售已获超额认购,发售股份最终数目为1325.8万股,相当于发售股份总数的90%(任何超额配股权获行使前)。老虎国际整理相关数据如下表:<img src=\"https://static.tigerbbs.com/ee963c702880677a37ca7e3823ed0410\" tg-width=\"696\" tg-height=\"584\" width=\"100%\" height=\"auto\"/><b>分配结果</b></p><p>甲组每手400股,一手中签率40.06%,申购4手稳中一手。</p><p>乙组头为500手(200000股),获配99手(39600股)。<img src=\"https://static.tigerbbs.com/5ea38ff8042e10dadf2e32d56bd1cdba\" tg-width=\"826\" tg-height=\"784\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/12b3c537b9d3d23e3026fd3e432b119f\" tg-width=\"822\" tg-height=\"293\" width=\"100%\" height=\"auto\"/><b>筹资用途方面,</b>公司拟将取得的全球发售款项净额约3.196亿港元用于以下用途:其中约80%将用于为公司的IP制作及运营提供资金。具体而言,公司拟打造热门综艺IP节目,提升电影及剧集IP制作及运营能力,强化音乐IP制作及运营能力及进一步发展IP相关业务;约20%将用于扩大公司的受众范围以提供更好的客户服务以及建设公司已建立的文娱IP产业价值链。</p><p><b>财务方面,</b>2019年至2021年,公司的总收入分别为18.01亿元、15.6亿元、11.27亿元人民币,2022年前六个月的收入为1.83亿元人民币,同比增长18%。</p><p><b>净利润方面,</b>2019~2021年以及2021及2022年上半年的净利润分别为3.80亿元、-0.38亿元、-3.52亿元人民币,以及-0.25亿元、-0.13亿元人民币。</p><p>星空华文拥有一批类型多样且范围广泛的热门综艺节目IP,包括音乐类节目、舞蹈类综艺节目、才艺类综艺节目、脱口秀、户外╱文化类综艺节目及其他综艺节目。该公司是为数不多的能够在各种主要节目类型中创造及运营综艺节目IP的公司。</p><p>于2012年,星空华文推出中国最受欢迎的歌唱比赛节目之一《中国好声音》。该公司创造及运营其他长期以来受欢迎的综艺节目IP(如《蒙面唱将猜猜猜》、《中国好歌曲》及《出彩中国人》)。该公司们与中国三大网络视频平台之一优酷合作,共同制作网络定制舞蹈比赛节目《这!就是街舞》。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/82f879aa82ccbb081af140284b1d2e71","relate_stocks":{"06698":"星空华文"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136934260","content_text":"12月28日,星空华文发布公告,公司发行1473.16万股股份,每股定价26.5港元,每手400股,预计12月29日上市。公开发售阶段星空华文获5.12倍认购,分配至公开发售的发售股份最终数目为147.36万股,占发售股份总数的10%(任何超额配股权获行使前)。合共接获1851份有效申请,一手中签率为40.06%,认购4手稳中一手。此外,国际发售已获超额认购,发售股份最终数目为1325.8万股,相当于发售股份总数的90%(任何超额配股权获行使前)。老虎国际整理相关数据如下表:分配结果甲组每手400股,一手中签率40.06%,申购4手稳中一手。乙组头为500手(200000股),获配99手(39600股)。筹资用途方面,公司拟将取得的全球发售款项净额约3.196亿港元用于以下用途:其中约80%将用于为公司的IP制作及运营提供资金。具体而言,公司拟打造热门综艺IP节目,提升电影及剧集IP制作及运营能力,强化音乐IP制作及运营能力及进一步发展IP相关业务;约20%将用于扩大公司的受众范围以提供更好的客户服务以及建设公司已建立的文娱IP产业价值链。财务方面,2019年至2021年,公司的总收入分别为18.01亿元、15.6亿元、11.27亿元人民币,2022年前六个月的收入为1.83亿元人民币,同比增长18%。净利润方面,2019~2021年以及2021及2022年上半年的净利润分别为3.80亿元、-0.38亿元、-3.52亿元人民币,以及-0.25亿元、-0.13亿元人民币。星空华文拥有一批类型多样且范围广泛的热门综艺节目IP,包括音乐类节目、舞蹈类综艺节目、才艺类综艺节目、脱口秀、户外╱文化类综艺节目及其他综艺节目。该公司是为数不多的能够在各种主要节目类型中创造及运营综艺节目IP的公司。于2012年,星空华文推出中国最受欢迎的歌唱比赛节目之一《中国好声音》。该公司创造及运营其他长期以来受欢迎的综艺节目IP(如《蒙面唱将猜猜猜》、《中国好歌曲》及《出彩中国人》)。该公司们与中国三大网络视频平台之一优酷合作,共同制作网络定制舞蹈比赛节目《这!就是街舞》。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667313541,"gmtCreate":1668569129184,"gmtModify":1668569130086,"author":{"id":"241899086951680","authorId":"241899086951680","name":"稳 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50的人数为239万。集众多黑科技于一身:支持卫星通信,抗跌落能力提升至10倍,1%电量下可待机3小时等,每一项发布都足以引来欢呼。但不得不提的是,当整个手机行业都在向5G迭代,Mate50系列能否在高开后持续高走,并成为华为手机归来的翻身仗?仍有待观望。</blockquote><p>时隔两年,Mate 50终归来。</p><p>9月6日,华为召开Mate 50系列及全场景新品发布会,这场发布会因此前华为常务董事、终端BG CEO、智能汽车解决方案BU CEO余承东,在预热中提到的“捅破天的技术”而备受关注。</p><p>来自华为官方商城的数据显示,截至9月6日上午11点30分,预约Mate 50的人数为239万。</p><p>“2013年Mate系列诞生,已经走过十年历程,十年来,Mate系列坚持极致、高端、创新,一直持续引领手机行业创新,每一代都是华为尖端科技的集大成者,”余承东在发布会上说,“能够超越Mate的只有Mate。”</p><p><img src=\"https://static.tigerbbs.com/14e3409e8bcedd616d89f97961955399\" tg-width=\"1024\" tg-height=\"340\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>“创新科技”是华为Mate 50系列的主打特色。根据余承东的介绍,这款手机集合了“支持北斗卫星消息”、“使用抗跌落能力更强的华为昆仑玻璃”、“创新低电量应急模式”、“首发超空间存储压缩技术”等黑科技。</p><p>这也是手机厂商们在高端市场“贴身肉搏”的一种折射,他们都希望借助最先进的技术抓住更多用户。</p><p>发布会现场,余承东并没有提到华为Mate 50搭载芯片的情况。不过据官方信息披露,Mate 50和Mate 50 Pro搭载高通骁龙8+Gen1 4G处理器。</p><p>价格方面,Mate 50起售价为4999元,Mate50 Pro起售价6799元,顶配华为Mate50 RS保时捷设计售价12999元,Mate50 E起售价3999元。</p><p><img src=\"https://static.tigerbbs.com/e07724b449747a6b201a94b7f91ea338\" tg-width=\"1024\" tg-height=\"556\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>今年4月,余承东在Mate Xs 2预热视频中透露,华为手机供应链已得到改善,将逐步走入正轨。</p><p>巧合的是,两天后(北京时间9月8日凌晨),苹果将举办秋季新品发布会,发布iPhone 14系列、Apple Watch 8等系列产品。有消息人士透露,苹果也可能在iPhone 14中提供卫星通信功能。</p><p>从2019年开始,华为终端的产品发布会上,手机不再是唯一的主角,这次也不例外。除了Mate 50系列旗舰新机之外,此次发布会,华为还发布了首款纯电车型问界M5 EV、新一代华为Sound Joy智能音箱、笔记本MateBook E Go、MatePad Pro平板等新品。</p><p>不过,值得关注的问题是:当前,整个手机行业都在向5G迭代,Mate50系列能否在高开后持续高走,并成为华为手机归来的翻身仗?</p><p><b>首款“捅破天”的大众智能手机</b></p><p>发布会之前,余承东在Mate 50的预热视频中放话:华为Mate 50系列将采用向上“捅破天”的技术。当天,A股卫星导航、通信设备板块掀起一片涨停。</p><p>9月6日发布会上,这项“捅破天”的技术揭开神秘面纱:华为Mate 50系列支持北斗卫星消息硬件能力,是业界首款支持北斗卫星消息的大众智能手机。</p><p><img src=\"https://static.tigerbbs.com/b1a95a6650dce632cd0f5c582132983f\" tg-width=\"1024\" tg-height=\"341\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>“当你身处荒漠无人区、出海遇险、地震救援等无地面网络信号覆盖环境时,在卫星通信能力的加持下,你也能通过畅连APP,将文字和位置信息向外发出,与外界保持联系,并支持多条位置生成轨迹地图。”余承东解释说。</p><p>尽管市场反应强烈,但在一位券商分析师看来,该技术的“应用场景太少了。”</p><p>除了卫星通信技术,Mate 50还在硬件、软件方面做了不少创新。</p><p>针对售后屏幕修复昂贵等问题,Mate 50系列首发使用华为自研的昆仑玻璃,坚韧性大幅提升。据余承东介绍,相比普通玻璃,昆仑玻璃中含有亿亿级的高强度纳米晶体,再搭配复合离子强化注入技术,在玻璃表面形成微米级坚硬保护层,抗跌落能力提升至10倍,能够有效降低手机意外跌落时的损伤。</p><p>长续航一直是华为Mate系列的优势基因,华为Mate 50系列自然也不例外。另外,华为Mate 50系列还推出“低电量应急模式”,在1%电量下智能启动聚能泵,实现待机3小时,或通话12分钟。</p><p>今年7月,华为发布移动影像新品牌“XMAGE”。此次发布的华为Mate50系列首发搭载全新品牌华为影像XMAGE。Mate 50 RS保时捷设计搭载超光变影像系统,并搭载业界首款超微距长焦摄像头,首创双镜群长行程滑轴技术,35倍超级微距。</p><p>在操作系统方面,Mate 50系列首发搭载鸿蒙操作系统3.0,可将日常交互化繁为简。超级中转站支持用户将图片、文档、文字等信息暂存至中转站,实现不同应用或设备间的拖拽、批量分享等。</p><p>发布会现场,余承东并未透露华为Mate 50的备货量和预期销量。</p><p><b>上述券商分析师告诉全天候科技,他们获知的备货量是“600万”。这位分析师同时表示,机构对Mate 50系列并没有多大信心,销量预期是“几百万台。主要(因为)这是4G手机”。</b></p><p>不过有媒体报道称,华为Mate 50系列手机可以通过配置5G手机壳成为“5G手机”,原理是通过手机壳内嵌 eSIM 芯片与 5G modem,实现手机网络 4G 升级为 5G。</p><p>公开信息显示,不久前,Mate 50系列的三款5G通信手机壳已入网工信部,型号分别为SY108-618、SY108-658、SY108-688,生产企业为数源科技股份有限公司。</p><p>从线下渠道来看,Mate 50系列也算“高开”。</p><p>华为手机渠道商李林告诉全天候科技,每次新品发布,华为都会定首销日的销量目标。“(Mate50)分到我的货是60台,首销日目标是20台,截至发布会前一天,预定量已经有20多台,首销日目标已完成。”</p><p><b>“理财产品”Mate系列</b></p><p>发布会伊始,余承东回顾了华为历代Mate系列手机及各代特色。在他看来,Mate系列的每一代产品都是华为尖端科技的集大成者。</p><p>“作为主打高端旗舰机的系列,这两个系列对华为的品牌形象和产品调性具有支撑作用。”前述券商分析师说,相比于更注重时尚设计、拍摄功能且贴近年轻人的P系列,Mate系列更显商务范儿。</p><p><img src=\"https://static.tigerbbs.com/01f9c895dbc98cbba1ddd60f3efa7c25\" tg-width=\"1024\" tg-height=\"341\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>自诞生之时起,Mate系列便有了鲜明的特色及定位:主打超大屏及长续航的高端旗舰商务机。</p><p>第一代Mate系列手机诞生于2013年初,使用了6.1英寸的大屏幕,搭载4050mAh的大容量电池。一年之后,Mate 2发布,与上一代相比,Mate 2系列的升级幅度不大,主要在处理器和相机方面做了升级。不过,这两款产品不算成功,销量不尽人意,均在十几万台。</p><p>在Mate 2发布仅半年后,2014年9月,新一代Mate 7再次登场。值得一提的是,这款宣传语为“爵士人生”的手机真正确立了Mate系列在商务手机市场中的地位。这款手机上用了指纹识别技术,除苹果之外,华为是最早使用这项技术的手机厂商。没有人否认其在华为手机史上的里程碑意义。</p><p>凭借对大屏、长续航、高性能的坚持与突破,Mate 7一上市就引发了市场的强烈反响,几乎成了国产中高端手机有史以来最抢手的一款。Mate 7后续溢价一度逼近千元,被炒成了“理财产品”。</p><p>Mate 7主打价位是2999的标准版和3699的高配版。当时,苹果推iPhone 6,三星推出Galaxy note4,两款手机定价均在5000元以上。华为的“聪明”定价让Mate 7在当时的手机市场没有强有力的竞争对手。</p><p>据公开信息,Mate 7最初预估的出货量是200万台左右,发布时备了130万台现货。实际上,Mate 7上市一年的全球出货量接近600万台,而且基本没有降价销售的现象。</p><p>彼时,行业人士用“很像iPhone”来形容华为Mate 7的成功。在奇酷和锤子的发布会上,周鸿祎和罗永浩也没有吝啬对Mate 7的赞美,表示“华为是一家有产品的公司。”</p><p>自此,华为Mate系列一路高歌,到Mate 10 发布时,华为喊出“引领手机下一个十年”的口号。</p><p>两年前,被外界誉为“史上最强Mate”的Mate 40系列问世,主打软件创新。以多屏协同、超大文件闪传、智感支付等功能赢得了一波好感。</p><p>华为芯片“断供”的消息传出后,Mate 40因缺货而出现溢价现象。“Mate系列的溢价基本500元起,保时捷这种高端机型溢价能达到3000元。”李林对全天候科技说,2020年,他也曾因Mate系列手机缺货而大赚。</p><p>毫无疑问,Mate系列与P系列合力,让华为在中高端阵营站稳脚跟,有了与苹果在高端市场抗衡的底气。</p><p>2017年,华为手机首次成为中国市场出货量第一;2018年,在华为内部,消费者业务首次超过了运营商业务,成为公司收入占比最高的业务部门;2019年,华为手机在全球的总出货量达到2.4亿部,国内市场占有率第一,全球手机市场份额第二位。</p><p><img src=\"https://static.tigerbbs.com/2d276caa15d37da1f7363e460bea8f6d\" tg-width=\"1024\" tg-height=\"341\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>华为手机的翻身仗?</b></p><p>两年前,可以与苹果抗衡的国内手机品牌只有华为。</p><p>转折发生在2020年最后一个季度,华为因芯片供应问题折戟高端市场。2020年全年,华为手机出货量共1.89亿台,同比下降21.5%,市场份额14.6%。</p><p>华为“被动退出”后,苹果实现收割。</p><p>第三方市场机构Counterpoint Research发布的数据显示,2021年第二季度,华为在国内高端手机上的市场占有率为19%,而今年第二季度,该数据已下降至11%。</p><p>IDC中国高级分析师郭天翔在接受媒体采访时透露,今年上半年,国内600美元以上的高端手机市场中,苹果占据70.5%的份额,优势明显。</p><p>从这几年的华为财报中也可以看出华为消费者业务的紧迫感。</p><p>2019年,华为消费者业务在总收入中历史性占据半壁江山,占比达54.4%;在2022年上半年,终端业务(消费者业务更名后)的占比降至33.6%,同比下滑25.3%。</p><p>2021年年初,市场上传出“华为正在考虑出售手机业务”的传闻。此后,华为多次在公开场合辟谣:华为没有出售手机业务的计划。</p><p>华为也在努力调整步伐,寻找新的业务增长曲线。</p><p>4月底,华为消费者业务宣布更名为华为终端业务,全面进军商用市场。在那场发布会上,余承东表示,未来华为终端业务将全面覆盖消费产品和商用产品两大模块,消费产品继续聚焦服务大众消费者,商用产品则专注于服务政府及企业客户。</p><p>一年前,P50发布时,李林抱着很高的期望:“华为的品牌大家还是很认的,能分到货就能赚钱。”时隔一年,李林对P50在线下渠道表现的反应是:反响平平。</p><p>“P50是华为在5G芯片‘断供’后发布的第一款4G高端旗舰手机,热度不是很高,可能大家不太能接受。”李林介绍说,在华为新发布的几款4G手机中,销量最好的机型是华为畅想50,这款手机售价1299元起,属于典型“跑量”的机型。</p><p>前述券商分析师认为,仅有4G芯片,很难稳定华为手机的基本盘。一款仅支持4G的高端旗舰手机,能否征服消费者,仍待时间验证。</p><p>不过,郭明錤在此前接受采访时表示,如果华为Mate 50反应好的话,对其他国内高端手机市场应该会有鼓舞效果,有利于降低消费电子市场下行周期的影响。</p></body></html>","source":"qthkj","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>时隔两年Mate归来!华为近身“肉搏”苹果</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; 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*/\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时隔两年Mate归来!华为近身“肉搏”苹果\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-06 21:20 北京时间 <a href=https://awtmt.com/articles/3669694><strong>全天候科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要:截至9月6日上午11点30分,预约Mate 50的人数为239万。集众多黑科技于一身:支持卫星通信,抗跌落能力提升至10倍,1%电量下可待机3小时等,每一项发布都足以引来欢呼。但不得不提的是,当整个手机行业都在向5G迭代,Mate50系列能否在高开后持续高走,并成为华为手机归来的翻身仗?仍有待观望。时隔两年,Mate 50终归来。9月6日,华为召开Mate 50系列及全场景新品发布会,这场...</p>\n\n<a href=\"https://awtmt.com/articles/3669694\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2da8fe8c3204871759bc848257bc4c57","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","BK4515":"5G概念","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","BK4559":"巴菲特持仓","BK4501":"段永平概念","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4579":"人工智能","AAPL":"苹果","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念"},"source_url":"https://awtmt.com/articles/3669694","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176171005","content_text":"摘要:截至9月6日上午11点30分,预约Mate 50的人数为239万。集众多黑科技于一身:支持卫星通信,抗跌落能力提升至10倍,1%电量下可待机3小时等,每一项发布都足以引来欢呼。但不得不提的是,当整个手机行业都在向5G迭代,Mate50系列能否在高开后持续高走,并成为华为手机归来的翻身仗?仍有待观望。时隔两年,Mate 50终归来。9月6日,华为召开Mate 50系列及全场景新品发布会,这场发布会因此前华为常务董事、终端BG CEO、智能汽车解决方案BU CEO余承东,在预热中提到的“捅破天的技术”而备受关注。来自华为官方商城的数据显示,截至9月6日上午11点30分,预约Mate 50的人数为239万。“2013年Mate系列诞生,已经走过十年历程,十年来,Mate系列坚持极致、高端、创新,一直持续引领手机行业创新,每一代都是华为尖端科技的集大成者,”余承东在发布会上说,“能够超越Mate的只有Mate。”“创新科技”是华为Mate 50系列的主打特色。根据余承东的介绍,这款手机集合了“支持北斗卫星消息”、“使用抗跌落能力更强的华为昆仑玻璃”、“创新低电量应急模式”、“首发超空间存储压缩技术”等黑科技。这也是手机厂商们在高端市场“贴身肉搏”的一种折射,他们都希望借助最先进的技术抓住更多用户。发布会现场,余承东并没有提到华为Mate 50搭载芯片的情况。不过据官方信息披露,Mate 50和Mate 50 Pro搭载高通骁龙8+Gen1 4G处理器。价格方面,Mate 50起售价为4999元,Mate50 Pro起售价6799元,顶配华为Mate50 RS保时捷设计售价12999元,Mate50 E起售价3999元。今年4月,余承东在Mate Xs 2预热视频中透露,华为手机供应链已得到改善,将逐步走入正轨。巧合的是,两天后(北京时间9月8日凌晨),苹果将举办秋季新品发布会,发布iPhone 14系列、Apple Watch 8等系列产品。有消息人士透露,苹果也可能在iPhone 14中提供卫星通信功能。从2019年开始,华为终端的产品发布会上,手机不再是唯一的主角,这次也不例外。除了Mate 50系列旗舰新机之外,此次发布会,华为还发布了首款纯电车型问界M5 EV、新一代华为Sound Joy智能音箱、笔记本MateBook E Go、MatePad Pro平板等新品。不过,值得关注的问题是:当前,整个手机行业都在向5G迭代,Mate50系列能否在高开后持续高走,并成为华为手机归来的翻身仗?首款“捅破天”的大众智能手机发布会之前,余承东在Mate 50的预热视频中放话:华为Mate 50系列将采用向上“捅破天”的技术。当天,A股卫星导航、通信设备板块掀起一片涨停。9月6日发布会上,这项“捅破天”的技术揭开神秘面纱:华为Mate 50系列支持北斗卫星消息硬件能力,是业界首款支持北斗卫星消息的大众智能手机。“当你身处荒漠无人区、出海遇险、地震救援等无地面网络信号覆盖环境时,在卫星通信能力的加持下,你也能通过畅连APP,将文字和位置信息向外发出,与外界保持联系,并支持多条位置生成轨迹地图。”余承东解释说。尽管市场反应强烈,但在一位券商分析师看来,该技术的“应用场景太少了。”除了卫星通信技术,Mate 50还在硬件、软件方面做了不少创新。针对售后屏幕修复昂贵等问题,Mate 50系列首发使用华为自研的昆仑玻璃,坚韧性大幅提升。据余承东介绍,相比普通玻璃,昆仑玻璃中含有亿亿级的高强度纳米晶体,再搭配复合离子强化注入技术,在玻璃表面形成微米级坚硬保护层,抗跌落能力提升至10倍,能够有效降低手机意外跌落时的损伤。长续航一直是华为Mate系列的优势基因,华为Mate 50系列自然也不例外。另外,华为Mate 50系列还推出“低电量应急模式”,在1%电量下智能启动聚能泵,实现待机3小时,或通话12分钟。今年7月,华为发布移动影像新品牌“XMAGE”。此次发布的华为Mate50系列首发搭载全新品牌华为影像XMAGE。Mate 50 RS保时捷设计搭载超光变影像系统,并搭载业界首款超微距长焦摄像头,首创双镜群长行程滑轴技术,35倍超级微距。在操作系统方面,Mate 50系列首发搭载鸿蒙操作系统3.0,可将日常交互化繁为简。超级中转站支持用户将图片、文档、文字等信息暂存至中转站,实现不同应用或设备间的拖拽、批量分享等。发布会现场,余承东并未透露华为Mate 50的备货量和预期销量。上述券商分析师告诉全天候科技,他们获知的备货量是“600万”。这位分析师同时表示,机构对Mate 50系列并没有多大信心,销量预期是“几百万台。主要(因为)这是4G手机”。不过有媒体报道称,华为Mate 50系列手机可以通过配置5G手机壳成为“5G手机”,原理是通过手机壳内嵌 eSIM 芯片与 5G modem,实现手机网络 4G 升级为 5G。公开信息显示,不久前,Mate 50系列的三款5G通信手机壳已入网工信部,型号分别为SY108-618、SY108-658、SY108-688,生产企业为数源科技股份有限公司。从线下渠道来看,Mate 50系列也算“高开”。华为手机渠道商李林告诉全天候科技,每次新品发布,华为都会定首销日的销量目标。“(Mate50)分到我的货是60台,首销日目标是20台,截至发布会前一天,预定量已经有20多台,首销日目标已完成。”“理财产品”Mate系列发布会伊始,余承东回顾了华为历代Mate系列手机及各代特色。在他看来,Mate系列的每一代产品都是华为尖端科技的集大成者。“作为主打高端旗舰机的系列,这两个系列对华为的品牌形象和产品调性具有支撑作用。”前述券商分析师说,相比于更注重时尚设计、拍摄功能且贴近年轻人的P系列,Mate系列更显商务范儿。自诞生之时起,Mate系列便有了鲜明的特色及定位:主打超大屏及长续航的高端旗舰商务机。第一代Mate系列手机诞生于2013年初,使用了6.1英寸的大屏幕,搭载4050mAh的大容量电池。一年之后,Mate 2发布,与上一代相比,Mate 2系列的升级幅度不大,主要在处理器和相机方面做了升级。不过,这两款产品不算成功,销量不尽人意,均在十几万台。在Mate 2发布仅半年后,2014年9月,新一代Mate 7再次登场。值得一提的是,这款宣传语为“爵士人生”的手机真正确立了Mate系列在商务手机市场中的地位。这款手机上用了指纹识别技术,除苹果之外,华为是最早使用这项技术的手机厂商。没有人否认其在华为手机史上的里程碑意义。凭借对大屏、长续航、高性能的坚持与突破,Mate 7一上市就引发了市场的强烈反响,几乎成了国产中高端手机有史以来最抢手的一款。Mate 7后续溢价一度逼近千元,被炒成了“理财产品”。Mate 7主打价位是2999的标准版和3699的高配版。当时,苹果推iPhone 6,三星推出Galaxy note4,两款手机定价均在5000元以上。华为的“聪明”定价让Mate 7在当时的手机市场没有强有力的竞争对手。据公开信息,Mate 7最初预估的出货量是200万台左右,发布时备了130万台现货。实际上,Mate 7上市一年的全球出货量接近600万台,而且基本没有降价销售的现象。彼时,行业人士用“很像iPhone”来形容华为Mate 7的成功。在奇酷和锤子的发布会上,周鸿祎和罗永浩也没有吝啬对Mate 7的赞美,表示“华为是一家有产品的公司。”自此,华为Mate系列一路高歌,到Mate 10 发布时,华为喊出“引领手机下一个十年”的口号。两年前,被外界誉为“史上最强Mate”的Mate 40系列问世,主打软件创新。以多屏协同、超大文件闪传、智感支付等功能赢得了一波好感。华为芯片“断供”的消息传出后,Mate 40因缺货而出现溢价现象。“Mate系列的溢价基本500元起,保时捷这种高端机型溢价能达到3000元。”李林对全天候科技说,2020年,他也曾因Mate系列手机缺货而大赚。毫无疑问,Mate系列与P系列合力,让华为在中高端阵营站稳脚跟,有了与苹果在高端市场抗衡的底气。2017年,华为手机首次成为中国市场出货量第一;2018年,在华为内部,消费者业务首次超过了运营商业务,成为公司收入占比最高的业务部门;2019年,华为手机在全球的总出货量达到2.4亿部,国内市场占有率第一,全球手机市场份额第二位。华为手机的翻身仗?两年前,可以与苹果抗衡的国内手机品牌只有华为。转折发生在2020年最后一个季度,华为因芯片供应问题折戟高端市场。2020年全年,华为手机出货量共1.89亿台,同比下降21.5%,市场份额14.6%。华为“被动退出”后,苹果实现收割。第三方市场机构Counterpoint Research发布的数据显示,2021年第二季度,华为在国内高端手机上的市场占有率为19%,而今年第二季度,该数据已下降至11%。IDC中国高级分析师郭天翔在接受媒体采访时透露,今年上半年,国内600美元以上的高端手机市场中,苹果占据70.5%的份额,优势明显。从这几年的华为财报中也可以看出华为消费者业务的紧迫感。2019年,华为消费者业务在总收入中历史性占据半壁江山,占比达54.4%;在2022年上半年,终端业务(消费者业务更名后)的占比降至33.6%,同比下滑25.3%。2021年年初,市场上传出“华为正在考虑出售手机业务”的传闻。此后,华为多次在公开场合辟谣:华为没有出售手机业务的计划。华为也在努力调整步伐,寻找新的业务增长曲线。4月底,华为消费者业务宣布更名为华为终端业务,全面进军商用市场。在那场发布会上,余承东表示,未来华为终端业务将全面覆盖消费产品和商用产品两大模块,消费产品继续聚焦服务大众消费者,商用产品则专注于服务政府及企业客户。一年前,P50发布时,李林抱着很高的期望:“华为的品牌大家还是很认的,能分到货就能赚钱。”时隔一年,李林对P50在线下渠道表现的反应是:反响平平。“P50是华为在5G芯片‘断供’后发布的第一款4G高端旗舰手机,热度不是很高,可能大家不太能接受。”李林介绍说,在华为新发布的几款4G手机中,销量最好的机型是华为畅想50,这款手机售价1299元起,属于典型“跑量”的机型。前述券商分析师认为,仅有4G芯片,很难稳定华为手机的基本盘。一款仅支持4G的高端旗舰手机,能否征服消费者,仍待时间验证。不过,郭明錤在此前接受采访时表示,如果华为Mate 50反应好的话,对其他国内高端手机市场应该会有鼓舞效果,有利于降低消费电子市场下行周期的影响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660727280,"gmtCreate":1661937278644,"gmtModify":1661937278644,"author":{"id":"241899086951680","authorId":"241899086951680","name":"稳 准 狠","avatar":"https://static.tigerbbs.com/c26e5e50cbb146cb3545ed48752448f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"241899086951680","authorIdStr":"241899086951680"},"themes":[],"htmlText":"中国有哪个行业不卷","listText":"中国有哪个行业不卷","text":"中国有哪个行业不卷","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660727280","repostId":"2263495286","repostType":2,"repost":{"id":"2263495286","kind":"news","pubTimestamp":1661858040,"share":"https://www.laohu8.com/m/news/2263495286?lang=&edition=full","pubTime":"2022-08-30 19:14","market":"hk","language":"zh","title":"蔚来秦力洪:智能电动车三年一迭代,中国是全球最卷市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2263495286","media":"第一财经","summary":"秦力洪表示,未来1年ET5的销量将会超过宝马3系。另一方面,秦力洪表示蔚来由于起步更早,相对于其他品牌更早进入发展的调整期,“全球的电动车创新公司基本上完成迭代的只有蔚来一家,我们率先进入弯道,在弯道中速度做出调整,这是客观规律。”秦力洪解释说,智能电动车的规律与燃油车截然不同。中国是智能电动汽车卷得最厉害的市场,完全没有之一。","content":"<div>\n<p>“在这个阶段对于智能电动汽车的产品规划来说,不要以为像过去燃油车那样,生命周期5年起步,卖10年的拳头产品也有。我们必须用3年左右一迭代的思想来看待这个市场,这反过来对任何企业的投入程度、实力、决心都是很大的考验。”日前,蔚来联合创始人、总裁秦力洪向第一财经记者说道。成都车展上,蔚来公布了ET5的锁单和交付日期。秦力洪表示,未来1年ET5的销量将会超过宝马3系。秦力洪并未披露ET5的订单情况,但有...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202208301915158058e84b&s=b\">Web Link</a>\n\n</div>\n","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\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来秦力洪:智能电动车三年一迭代,中国是全球最卷市场</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{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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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蔚来秦力洪:智能电动车三年一迭代,中国是全球最卷市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-30 19:14 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202208301915158058e84b&s=b><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“在这个阶段对于智能电动汽车的产品规划来说,不要以为像过去燃油车那样,生命周期5年起步,卖10年的拳头产品也有。我们必须用3年左右一迭代的思想来看待这个市场,这反过来对任何企业的投入程度、实力、决心都是很大的考验。”日前,蔚来联合创始人、总裁秦力洪向第一财经记者说道。成都车展上,蔚来公布了ET5的锁单和交付日期。秦力洪表示,未来1年ET5的销量将会超过宝马3系。秦力洪并未披露ET5的订单情况,但有...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202208301915158058e84b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1588":"回港中概股","BK1119":"汽车制造商","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202208301915158058e84b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2263495286","content_text":"“在这个阶段对于智能电动汽车的产品规划来说,不要以为像过去燃油车那样,生命周期5年起步,卖10年的拳头产品也有。我们必须用3年左右一迭代的思想来看待这个市场,这反过来对任何企业的投入程度、实力、决心都是很大的考验。”日前,蔚来联合创始人、总裁秦力洪向第一财经记者说道。成都车展上,蔚来公布了ET5的锁单和交付日期。秦力洪表示,未来1年ET5的销量将会超过宝马3系。秦力洪并未披露ET5的订单情况,但有蔚来一线销售人员基于全国网点以及人均订单数推测,ET5的累计订单已经将近20万台。这对某种程度上进入增长瓶颈的蔚来是一个重大利好。过去1年来,蔚来虽然维持着月均1万辆左右的销量规模,但增长速度与整个行业大势相比有所落后。一方面是因为蔚来平均售价超过40万元,处于一个小众市场。另一方面,秦力洪表示蔚来由于起步更早,相对于其他品牌更早进入发展的调整期,“全球的电动车创新公司基本上完成迭代的只有蔚来一家,我们率先进入弯道,在弯道中速度做出调整,这是客观规律。”秦力洪解释说,智能电动车的规律与燃油车截然不同。举例来说,即便现在用上全世界最好的车规级屏幕,经过2年的开发周期量产上车,对于屏幕界来说就已经是一个老屏了。一台燃油车的发动机5年、10年不会有革命性的变化。而根据摩尔定律,芯片、屏幕、软件平均18个月迭代一次。对于用户来说,智能产品经过一段时间使用,感觉就落后了,进而需要去迭代。中国是智能电动汽车卷得最厉害的市场,完全没有之一。“智能产品必须要适应研发一代、销售一代、准备一代的过程。这也是我们整个智能电动汽车产业在战略和公司管理上的一个课题。前几年大家都幼小,还没有进入到升级切换的弯道。这个弯道我觉得是必须的,是每个做智能电动公司的成人礼。如果想绕过这个弯,觉得有理想中的捷径和直道,那么等待他们的可能是灾难。”秦力洪说。今年9月30日,蔚来第二代平台的三款产品ET7、ET5和ES7均将进入交付状态;蔚来第一代三款车型ES8、ES6和EC6也完成了升级。此外,蔚来全国的网点也在进一步的完善拓展,这是蔚来短期内能看得见的增长点。合肥第二生产基地月产能2.5万辆,目前只生产ET5一款车型。在经历3个月到半年的产能爬坡后,明年二季度起,ET5有望进入交付的爆发期。更大的增长潜力,以及蔚来从一个小规模公司蜕变为大规模公司的机会则在于第二品牌。过去两年里,中国新能源车市场规模快速的扩大首先得益于低端电动车市场的爆发,之后是20万~30万元市场兴起。主流消费市场被激活意味着创新的技术和产品进入到普及期,业内普遍预测2025年,新能源汽车的市占率至少将超过50%。按照当前中国乘用车销量规模计算,这意味着2025年中国新能源车至少是1000万辆的市场规模。蔚来此前已经披露第二品牌将主要瞄准20~30万元细分市场,秦力洪表示,和某个畅销品牌相比,“服务更好、能换电,这就是我们这个品牌要干的事。”文章作者唐柳杨","news_type":1},"isVote":1,"tweetType":1,"viewCount":1027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687738076,"gmtCreate":1661252874097,"gmtModify":1661252874097,"author":{"id":"241899086951680","authorId":"241899086951680","name":"稳 准 狠","avatar":"https://static.tigerbbs.com/c26e5e50cbb146cb3545ed48752448f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"241899086951680","authorIdStr":"241899086951680"},"themes":[],"htmlText":"如果是用安卓系统,没悬念,一个字 卡","listText":"如果是用安卓系统,没悬念,一个字 卡","text":"如果是用安卓系统,没悬念,一个字 卡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687738076","repostId":"2261548522","repostType":2,"repost":{"id":"2261548522","kind":"news","pubTimestamp":1661248501,"share":"https://www.laohu8.com/m/news/2261548522?lang=&edition=full","pubTime":"2022-08-23 17:55","market":"hk","language":"zh","title":"蔚来手机,凭什么卖7000?","url":"https://stock-news.laohu8.com/highlight/detail?id=2261548522","media":"AI蓝媒汇","summary":"吉利成立了“星纪时代”并拿下魅族后,蔚来的李斌也在一场车友交流会上不经意的透露:蔚来要造手机了。和吉利一样,蔚来的未来手机也被称为“高端”——并且还没开发出来,定价就已经有了:7000往上。传闻中还包","content":"<html><head></head><body><p>吉利成立了“星纪时代”并拿下魅族后,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>的李斌也在一场车友交流会上不经意的透露:<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>要造手机了。</p><p>和吉利一样,蔚来的未来手机也被称为“高端”——并且还没开发出来,定价就已经有了:7000往上。</p><p>传闻中还包括:外围参数由合作手机厂商决定,内部系统则是蔚来自己研发。这种合作方式类似于华为和小康之间的合作,汽车由小康来打造,内部使用华为鸿蒙系统。</p><p>但研究技术的人士却表达了不同的意见:“蔚来造的手机,不太可能高端。”</p><p>参与到蔚来手机研发的人员,也不愿多谈市场定位:“你可以把蔚来的手机理解成车系统的一个‘配件’。”</p><p>场外观众则喊话蔚来“不务正业”:今年7月,蔚来交付量仅排造车新势力榜单第五位,被哪吒汽车、零跑汽车、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>赶超。</p><p>稍微注意一下,蔚来最近还在酝酿两个子品牌,他们将分别定位在中端和低端市场。</p><p>而造出一支7000元的手机,无疑是将这两个品牌的消费者“拒之机外”——买十万元的车,用得着配一部高端手机么?</p><p>而分析人士还在担心蔚来对供应链的把控是否足够有信心——从造车来看,其实信心不足,更别提造手机了。</p><p>所以蔚来可能并不会推出多么高端的一部手机,你也可以理解为车钥匙——在这个市场上,李斌可不能玩票了。</p><p><b>手机是车的配件</b></p><p>尹智(化名)从那家做高端手机的大厂辞职,游山玩水了半年多后,接到前同事的电话:</p><p>“要不要来蔚来试试?我给内推。”</p><p>起初,他并不觉得这是个好工作,因为去一家车企做手机,看起来和当年格力做手机没什么区别——都不靠谱,但是最终让他决定去试试的,是“无法拒绝的薪酬。”</p><p>他因此成为蔚来手机的员工。办公地点在深圳前海卓越,那里还有另外一个手机大厂,OPPO。蔚来在这里架设了研发、测试和结构等多个技术部门。</p><p>尹智正式到蔚来手机开始工作的时候,是今年3月,当时这条业务线还没有对外公布,神神秘秘的一群人里,很多是来自华米OV的前员工。</p><p>在这里,尹智见到了前美图手机总裁尹水军,他现在是蔚来手机项目的负责人,两人之前在业务上有过交集,尹智形容尹水军:“是个老将。”</p><p>在今年3月的时候,未来的手机团队已经有了300多人,这一规模还在不断扩大,会议室几乎没有闲暇的时候,不是在开会,就是HR在面试,各种挖角的传言飘荡在办公区,比如“小米IoT(物联网)某个大佬要过来……”</p><p>“其实跟吉利相比,蔚来在手机上的行动也不算晚,只不过是曝光的时间晚了一点。”尹智告诉AI蓝媒汇。</p><p>从尹智来到蔚来手机的第一天,就看懂了蔚来造手机跟格力的路数不一样:“格力当初确实是做了一部手机,但你可以把蔚来的手机理解成车系统的一个‘配件’。”</p><p>而即便作为“配件”,蔚来造手机也是有业内对标——苹果。</p><p><img src=\"https://static.tigerbbs.com/bda7067dc60347abaf3d55dc3caf99ea\" tg-width=\"720\" tg-height=\"339\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>“在车载系统中,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的系统和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的CarPlay都是属于信仰级别,马斯克也强调过车机互联的重要性,而未来iphone肯定是苹果造车的一个重要组成部分。”从事汽车技术研究工作的李佳宸对AI蓝媒汇说。</p><p>事实上,蔚来也想过将车载系统嵌入iphone等手机中,让第三方手机成为未来新能源车的一部分。为此,还专门做过一项“用户使用手机品牌”的调查,得出的结果是50%用户用iPhone,40%用户用华为,而在华“失手”之后,那40%用户几乎也转入了iPhone阵营。</p><p>但在苹果面前,蔚来吃了闭门羹。</p><p>在今年3月蔚来掌门人李斌与车主的交流中,李斌表示苹果对于汽车行业并不够开放,“比如蔚来第二代平台的车标配UWB(超宽带数字钥匙),苹果又不开放接口。”</p><p>“通过UWB接口,手机可以实现开启车门、启动汽车等一系列功能,但iPhone不支持第三方,蔚来的用户又没有在Android阵营中寻找到高端手机,所以这是蔚来造手机驱动之一。”尹智说。</p><p><b>一个“备用机”的选择</b></p><p>尹智的想法,可能来自于李斌——李斌曾说过类似“要将车钥匙掌握在自己手里”这样的话。</p><p>而关于这把“钥匙”的价格,很多文章干脆帮蔚来做了道算术题——把市场上手机零件供应商提供的价格相加,最终“蔚来的第一款手机定位为高端旗舰,将搭载<a href=\"https://laohu8.com/S/QCOM\">高通</a>的第二代骁龙8移动平台。在价格上,这款手机的起步价可能超过5000元,最高可达7000元。”</p><p>这样的“高端”传闻不在少数,李斌也赶紧出来回应:“这应该是别人想象给我们的定义。目前在手机业务上,我们还要好好干活,没有更多可以透露的。”</p><p>尽管如此,造“高端手机”似乎已经成为蔚来手机的一个定式。</p><p>但尹智从一名手机行业从业人员角度来分析:“人们对高端这两个字有误解。”</p><p>“高端不是说你的机身材质、屏幕、摄像头用料多超前,高端是说你的生态是否完整,生态中的其他东西是否也具备高端的属性,这一点来说,除了苹果,还少有公司能做到。”</p><p>“高端是一套东西,单独一个手机你用钻石来做,只能说明你土豪,这一点我们在某数字品牌的手机上见证过。”尹智强调。</p><p>如果不走高端路线,蔚来的手机会是怎样?</p><p>李斌在一个电视采访中曾说:希望大家不要放弃苹果、华为等手机品牌,蔚来造手机更多的是想为大家提供一个“备用机”的选择。</p><p>李佳宸则更为直接地说:“我认为价格不会或不能太高。”</p><p>他认为,完全基于汽车开发的手机,成本会相当高,但盲目定价可能会让蔚来失去一部分客户。</p><p>“从技术角度来说,同时对车辆操作系统和手机进行研发,是很消耗成本的,不同的团队要相互协作。最后买单的只能是消费者,而如果有一天我换别的品牌的车,手机怎么办?”李佳宸对AI蓝媒汇说。</p><p>“所以如果是备机,首先我不用这手机放着也不会心疼。”</p><p>当下,蔚来汽车使用的最新<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>系统是Banyan——这也可能是蔚来手机适配的操作系统。公开资料显示,Banyan搭配高通8155芯片能发挥出最佳效果,而这一系统已经应用到ET7、ES7、ET5,这三款车则覆盖了蔚来的中高端用户。</p><p>“如果蔚来手机要配合Banyan开发,那笃定蔚来的手机无论高端与否,在技术上起码是对应中高端车型的。”李佳宸说。</p><p>但一直强调高端的蔚来,过得并不是太好。</p><p><b>蔚来做手机还是个婴儿</b></p><p>要造手机的蔚来,在造车业务上磕磕绊绊。</p><p>今年8月1日,蔚来发布了月度交付数据,7月交付10052辆,同比增长26.7%,这是今年内第二次月销破万。</p><p>但相较6月的12961辆交付,蔚来环比下滑22.45%。7月蔚来交付量仅排造车新势力榜单第五位,被哪吒汽车、零跑汽车、小鹏汽车、理想汽车赶超。</p><p>有分析认为,造车市场上的不顺利,或许是受芯片等零部件供应短缺的影响,以及在高端市场增长乏力——蔚来已经连续多月交付数据未达到前三名。</p><p>而在2022年蔚来合作伙伴日大会上,李斌也现场喊话“拜托各位供应商伙伴顶住压力”。由此来看,蔚来交付量还是受到零部件供应的一定制约。</p><p>“这两年,造车新势力普遍面对缺芯问题,另一个角度说,这是非传统企业对供应链把握不牢,而这种问题也同样会出现在车企造手机领域。”李佳宸说。</p><p>尹智认为,以目前中国的手机供应链,想“攒”一台手机相当容易,“但大规模生产,控制供应成本相当难,而且需要漫长的时间和供应商去磨合。”</p><p>实际上,看一下已经宣布造手机的车企,吉利“星纪时代”成立于去年9月,一直在做芯片、智能终端、操作系统的研发,而作为传统车企,吉利在全球供应链的把控上也长袖善舞。</p><p><img src=\"https://static.tigerbbs.com/11fbb07cba39609ce66c7a642e68ec71\" tg-width=\"720\" tg-height=\"481\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>蔚来移动科技有限公司则在今年8月4日成立,经营范围包括信息系统集成服务;机械设备研发;移动终端设备销售;人工智能应用软件开发;通讯设备销售;可穿戴智能设备销售;智能车载设备销售等。</p><p>“造车上,蔚来还是一家年轻的公司;做手机上,蔚来几乎算是婴儿。”李佳宸对AI蓝媒汇说,“况且未来还在不断试探中低端市场,为何在造手机这件事情上,人们会偏执的认为蔚来会走高端路线呢?”</p><p>今年8月1日,蔚来汽车被曝将推出第三品牌,内部代号为“萤火虫计划”。蔚来将生产10-20万元价格区间的车型进入的中低端市场。</p><p>而在此之前,蔚来汽车已经确认将推出第二品牌,内部项目代号为ALPS(阿尔卑斯)。在今年一季度的财报电话会上,李斌透露阿尔卑斯定价区间为20万-30万元,计划于2024年量产。</p><p>“这些车型,以后会搭载什么样的系统还是未知,如果系统和蔚来手机不适配,那等于蔚来的“高端”手机放弃了低端技术和用户。”</p><p>“我觉得重视用户出名的蔚来,是不会用手机试错的。”李佳宸说。</p></body></html>","source":"lmh","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>蔚来手机,凭什么卖7000?</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蔚来手机,凭什么卖7000?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-23 17:55 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/it/2022-08-22/doc-imizirav9218311.shtml><strong>AI蓝媒汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>吉利成立了“星纪时代”并拿下魅族后,蔚来的李斌也在一场车友交流会上不经意的透露:蔚来要造手机了。和吉利一样,蔚来的未来手机也被称为“高端”——并且还没开发出来,定价就已经有了:7000往上。传闻中还包括:外围参数由合作手机厂商决定,内部系统则是蔚来自己研发。这种合作方式类似于华为和小康之间的合作,汽车由小康来打造,内部使用华为鸿蒙系统。但研究技术的人士却表达了不同的意见:“蔚来造的手机,不太可能...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/it/2022-08-22/doc-imizirav9218311.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/19678d78ef9f3b1c9fa0ad5dd8f891f0","relate_stocks":{"EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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