我想我是爱琴海的个人主页 - 老虎社区

我想我是爱琴海

我想我是爱琴海

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IP属地：山东

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我想我是爱琴海

11-05

$Palantir Technologies Inc.(PLTR)$ 从2020年上市就看好你，帮助定位本拉登

我想我是爱琴海

11-05

$TSLA 20241108 202.5 PUT$

我想我是爱琴海

10-08

换电无未来

33亿增资，合肥为什么再次“抄底”蔚来？

我想我是爱琴海

09-12

蔚来无未来

乐道，能缓解李斌的焦虑吗？

我想我是爱琴海

09-11

华而不实为所欲为

和华为比，苹果其实是典型大公司病了

我想我是爱琴海

06-17

$特斯拉(TSLA)$ 8.8号以后

我想我是爱琴海

06-15

10年后老虎伴我财务自由

我想我是爱琴海

06-14

Replying to @Aureliano:打什么脸，她之前预测的特斯拉目标股价都实现了。//@Aureliano:这位姐都被打脸多少次了……

我想我是爱琴海

06-13

$特斯拉(TSLA)$ 相信老马带领下一个10倍

我想我是爱琴海

06-13

换电无未来，蔚来破产吧

我想我是爱琴海

06-12

不知不觉已经十年了，美股改变了我的生活

我想我是爱琴海

06-10

$特斯拉(TSLA)$ 长期投资者，逢低加仓

我想我是爱琴海

06-10

$特斯拉(TSLA)$ 会埋伏进去，相信马斯克的号召力

我想我是爱琴海

06-08

蔚来无未来

NIO Below $5: Investors Seem Way Too Bearish

我想我是爱琴海

05-28

宝马内饰换过设计吗

Model X车主吐槽马斯克10年不换设计：还有车主曾称特斯拉毛坯内饰

我想我是爱琴海

05-20

沙雕余

余承东没说谎！华为汽车智驾研发团队实力中国第一遥遥领先小米比亚迪

我想我是爱琴海

05-08

扯淡

放弃纯视觉路线？曝特斯拉Q1采购200万美元激光雷达

我想我是爱琴海

03-26

放p

特斯拉需考虑进入PHEVs和HEVs市场，否则估值仍有下调空间

我想我是爱琴海

03-08

@特斯拉:纯电走川西，赛博探秘境⚡️梦幻中的壮美风景，川西都能给你！

我想我是爱琴海

02-14

垃圾车

比亚迪首次登陆韩国市场，三款电动车即将亮相

去老虎APP查看更多动态

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</a>&nbsp;","text":"$TSLA 20241108 202.5 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10:54","market":"us","language":"zh","title":"33亿增资，合肥为什么再次“抄底”蔚来？","url":"https://stock-news.laohu8.com/highlight/detail?id=2473461487","media":"蓝鲸财经","summary":"作为中国第一家在美国上市的电动车企，蔚来一度面临崩溃的边缘。2019年年底，蔚来的股价触及1.32美元的低点，市值距离高点蒸发80%以上。当时的李斌四处奔走请客吃饭，想为蔚来寻求融资输血。李斌连续跑了18个城市都被拒绝，但就在快过年的时候，合肥选择了抄底蔚来。2020年4月，以“风投之城”著称的合肥，向蔚来豪掷70亿元，在蔚来最为危难的时候，扶企业于将倾。同日，蔚来也宣布，得到了三家合肥现有股东33亿元的增资。","content":"<html><body><blockquote>\n<p>文|无相商业趋势</p>\n</blockquote>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222731_fkqlxfzgbirtq.jpeg\" width=\"1080\"/></p>\n<p>作为中国第一家在美国上市的电动车企，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>一度面临崩溃的边缘。</p>\n<p>2019年年底，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>的股价触及1.32美元的低点，市值距离高点蒸发80%以上。</p>\n<p>高瓴清空了蔚来股票，红杉也选择了减仓。</p>\n<p>当时的李斌四处奔走请客吃饭，想为蔚来寻求融资输血。</p>\n<p>一个故事是，一家国资的老总在席间直斥李斌“乱花钱”。</p>\n<p>所谓的乱花钱，是指当时的新能源车企几乎都依赖补贴生存，蔚来也处于襁褓中的状态，但李斌却投入重资产，去建设换电站，以至于每个季度都要亏损4亿美金左右。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222731_fkjoqulbtvntg.png\" width=\"1080\"/></p>\n<p>而在国内，几乎没有车企认同这个模式可以成功。</p>\n<p>李斌连续跑了18个城市都被拒绝，但就在快过年的时候，合肥选择了抄底蔚来。</p>\n<p>2020年4月，以“风投之城”著称的合肥，向蔚来豪掷70亿元，在蔚来最为危难的时候，扶企业于将倾。</p>\n<p>也得益于蔚来在合肥的落地，产业化进展迅速，股价回升，合肥在随后的半年就得到了丰厚的资本回报，仅回购就套现了105亿。</p>\n<p>但因为重资产运营和蔚来一直坚持走高端路线，投入了领先同行的研发费用，导致随后4年的财报净利润一直都处于亏损状态。</p>\n<p>股价也因此阴跌近4年。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222731_xdlqewjdpdern.jpeg\" width=\"759\"/></p>\n<p>蔚来到底要烧钱到什么时候？</p>\n<p>蔚来会破产吗？</p>\n<p>蔚来还能坚持几年？</p>\n<p>类似的问题，也伴随了蔚来4年。</p>\n<p>但就在刚刚过去的一个月，蔚来再次迎来转机。</p>\n<p>从8月开始，蔚来股价上涨已经近乎翻倍，显著高于同时期的美股大盘表现。</p>\n<p>而到了9月，蔚来汽车的交付量也达到了21181台，与去年同期相比增长了30.1%。</p>\n<p>第三季度，蔚来品牌创下了61023台的单季交付新高，电车总销量占到全国销量的9%。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222732_dmvarkqydqrpq.png\" width=\"660\"/></p>\n<p>而在9月30日的全球<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>汽车产业大会上，李斌更是透露，蔚来新车型乐道L60自开启全国交付以来，市场反馈热烈，订单量远超预期。</p>\n<p>同日，蔚来也宣布，得到了三家合肥现有股东33亿元的增资。</p>\n<p>上次抄底，蔚来的股价不到2美元，随后就在半年后涨到了10美元。</p>\n<p>这次抄底，蔚来的股价一路从3.6美元走到了7.2美元左右，近乎翻倍。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222732_bdzmhobspckzz.png\" width=\"1080\"/></p>\n<p>合肥为什么敢抄底蔚来？</p>\n<p>感情或许是一个部分，毕竟由于蔚来汽车的品牌效应，合肥当地的电动汽车企业已经达到了3500亿的营收。</p>\n<p>但从财报上看，此时的蔚来更有抄底的潜力——今年第二季度的整车毛利达到了12.2%，大幅度增长了6%。</p>\n<p>这预示着，蔚来即将走向盈利状态。</p>\n<p>那么，蔚来是怎么走出这个泥潭的？</p>\n<p>李斌的换电战略，是把蔚来带向巅峰，还是深渊？</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222732_pxnfizgtzzyhv.jpeg\" width=\"1080\"/></p>\n<p>从消费者的角度看，蔚来和其他品牌最大的不同，就是换电。</p>\n<p>它的重资产是换电，服务核心也是换电。</p>\n<p>而且到目前为止，还没有一家电动汽车企业想要模仿蔚来的换电。</p>\n<p>这是因为前期投入资金实在太大，如果没有外部输血，很难做到，再加上现在电动汽车的市场已经趋向红海。</p>\n<p>打价格战还来不及，哪还有余粮拿去换电站？</p>\n<p>所以从某种意义上说，换电就是蔚来汽车的核心竞争力，也是企业的护城河。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222733_gozolpjvbwdfe.png\" width=\"1080\"/></p>\n<p>但这也是蔚来不被资本看好的原因——换电太具有理想主义和实验主义的成分。</p>\n<p>对于车主而言，蔚来的换电是“独享的moment”。</p>\n<p>终身免费换电，首先是丢掉了电池衰退的焦虑。</p>\n<p>锂电池一般有两个寿命，一个是循环寿命，一个日历寿命。</p>\n<p>一般来说，电池的循环寿命在2000次左右，但实际上一辆车一年也就充100次电不到，要想用完循环寿命，要20年。</p>\n<p>但另一方面，一般电池的日历寿命也就8年。</p>\n<p>也就是说，如果不是拿来跑滴滴，平常的私家电动汽车会浪费1200个循环。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222733_bxjmeorlgwpvq.png\" width=\"1078\"/></p>\n<p>再有一种情况，是如果你不开车，电池放在那里也会缩短寿命。</p>\n<p>对于电动汽车来讲，电池是最贵的零部件，也是折损值最大的零部件。</p>\n<p>因此，如果买车是为了电池，那就太亏了。</p>\n<p>但蔚来用户就没有这个担忧，假设有个蔚来车主从不换电，而到7年零364天的时候，去蔚来换电站换一块电池，这就意味着电池寿命自动被延长了。</p>\n<p>所以对于蔚来用户来说，电池是可以“永生”的。</p>\n<p>其次，是换电的便利和缓解续航焦虑。</p>\n<p>很多人吃过高速充电的苦，碰到节假日，要等，要排队。</p>\n<p>但对于蔚来车主来说，充电的时间就很快，哪怕长途跋涉，充一次电也基本能到达目的地，充一次电也就5分钟左右。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222733_obbllpqmqisdq.png\" width=\"1080\"/></p>\n<p>此外，蔚来的服务政策也是国内众多同行中遥遥领先，一键维保，保险无忧，每个车主都有单独的服务群，基本秒回的客服，车停机场还有售后能帮着开回家。</p>\n<p>就售后服务而言，蔚来已经做得比国内的BBA还要好。</p>\n<p>而且事实上，很多蔚来车主就是从BBA转过来的。</p>\n<p>数据显示，蔚来二代平台部分车型，BBA的车主占比已经超过了50%。</p>\n<p>从高端属性的调性上看，蔚来已经立住了，无相君甚至认为，蔚来在电动汽车车企中的地位，对标的是BBA里的奔驰。</p>\n<p>是要比其他品牌高半个头的。</p>\n<p>这一点不仅体现在服务和换电体系上，也体现在保值率上。</p>\n<p>根据2024年上半年的数据，蔚来ES6和ET5车型的保值率分别达到了74.5%和74%，在同级别车型中位列第一，超过了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model Y、奥迪Q5L、宝马X3同级对手。</p>\n<p>蔚来ET7，更是登顶中大型新能源车保值率之王。</p>\n<p>而且就智能化来说，蔚来也肯堆料。</p>\n<p>作为全行业第一家标配激光雷达和4颗Orin芯片的车企，全国规模最大、覆盖范围最广的城区智能驾驶应用推送车企。</p>\n<p>蔚来在过去几年的研发投入在新势力车企中一直处于领先状态。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222733_igdajbaiyebvr.png\" width=\"811\"/></p>\n<p>尤其是投入费用用于车载芯片的自主研发，堪称业内的技术卷王。</p>\n<p>今年他们推出了新的车载芯片神玑NX9031，有超过500亿颗晶体管，综合能力和执行效率，都是<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>Drive Orin X处理器的四倍。</p>\n<p>为什么蔚来目前的月销量能持续超过2万台，超过同级的BBA？</p>\n<p>这可能就是因为蔚来给到了高端消费者产品以外的需求。</p>\n<p>而这也是高端用户愿意付出溢价的原因。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222734_dthvlmsimpwzy.jpeg\" width=\"1080\"/></p>\n<p>不过，好的服务是需要付出代价的。</p>\n<p>截至8月1日，蔚来已累计建成2460座换电站，822座高速公路换电站，同时，全国城市“电区房”覆盖率达80%。</p>\n<p>就连遥远的青藏线沿途，都有蔚来换电站的身影。</p>\n<p>但这也意味着，蔚来的重资产投入越来越大，收获回报也非常长期。</p>\n<p>城市里最贵的是土地，一个换电站就需要3个车位。</p>\n<p>而且蔚来汽车的门店，还都在城市最繁华的地段，如太古汇、北京东方广场等，动辄占地1000平方米，单店投入至少8000万以上。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222734_qqorzhmhptsxi.png\" width=\"1080\"/></p>\n<p>蔚来产量刚刚超过2万辆，但却配套了如此庞大的服务体系，以至于现在的蔚来是卖一台亏一台。</p>\n<p>在巨大的资金压力下，蔚来拿什么守得云开见月明？</p>\n<p>最近推出的乐道可能就是李斌的药方。</p>\n<p>今年9月，在NIO主品牌之外，蔚来在今年正式推出了第二品牌乐道，在主流的平价市场发力。</p>\n<p>蔚来为什么会推出乐道？</p>\n<p>因为李斌需要赚钱，但也不能赚快钱。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222734_uithsdkmzfmfa.png\" width=\"1078\"/></p>\n<p>蔚来自运营以来，一直坚持四驱双电机，坚持配置拉满，坚持好<a href=\"https://laohu8.com/S/DLX\">豪华</a>的售后服务，坚持换电路线，坚持某种理想主义。</p>\n<p>但这一点在乐道上做了妥协。</p>\n<p>从的运营和售后方式看，乐道没有蔚来那种无微不至的服务（这种服务往往是亏钱的），主打汽车的实用价值。</p>\n<p>但也只有这种性价比产品、消费主流车型，才能把市场稳住。</p>\n<p>通过互相摊销成本，来给蔚来打造差异化，个性化、高端化的空间。</p>\n<p>就像丰田主打销量，雷克萨斯拉升调性一样，蔚来需要一个年轻化的品牌为自己争取用户，争取时间，争取实现某种理想的可能。</p>\n<p>而对于乐道用户来说，能通过BaaS租电的方式，花16万左右的钱，体验到20万级车型的品质感和蔚来的换电体系，也非常具有吸引力。</p>\n<p>所以乐道推出之后，蔚来的股价也在向上走。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222734_mjsdrppzowmiy.png\" width=\"750\"/></p>\n<p>2024年，会是电车的一个分水岭。</p>\n<p>这一年的价格战，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>熬痛了一众对手，小米的超级性价比路线则把<a href=\"https://laohu8.com/S/ZK\">极氪</a>、吉利、长城等车企都拉入了价格战的泥潭。</p>\n<p>在这个过程中，很少有品牌去思考，自己的特色究竟是什么？</p>\n<p>而蔚来的战略是清晰的——坚持服务和换电，做到其他电动品牌没有的特点，人无我有。</p>\n<p>也许只有这样，才能在残酷内卷的市场，打造出独一无二的卖点，走长期路线。</p>\n<p>正如一位蔚来车主在论坛中吐槽的那样：</p>\n<p>“2020的时候我坚定觉得蔚来要倒闭，什么玩意，和邪教一样……然后2022年12月底，揣着五十万想换个车……我换了ET7。”</p>\n<p>“香，真TND香。”</p>\n</body></html>","source":"lanjinger_stock","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\">\n33亿增资，合肥为什么再次“抄底”蔚来？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-08 10:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/241424><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文|无相商业趋势\n\n\n作为中国第一家在美国上市的电动车企，蔚来一度面临崩溃的边缘。\n2019年年底，蔚来的股价触及1.32美元的低点，市值距离高点蒸发80%以上。\n高瓴清空了蔚来股票，红杉也选择了减仓。\n当时的李斌四处奔走请客吃饭，想为蔚来寻求融资输血。\n一个故事是，一家国资的老总在席间直斥李斌“乱花钱”。\n所谓的乱花钱，是指当时的新能源车企几乎都依赖补贴生存，蔚来也处于襁褓中的状态，但李斌却投入...</p>\n\n<a href=\"https://www.lanjinger.com/d/241424\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","NIO":"蔚来","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","09866":"蔚来-SW","BK4509":"腾讯概念","BK1588":"回港中概股","BK4588":"碎股","BK4526":"热门中概股","BK1119":"汽车制造商","BK4574":"无人驾驶","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓"},"source_url":"https://www.lanjinger.com/d/241424","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2473461487","content_text":"文|无相商业趋势\n\n\n作为中国第一家在美国上市的电动车企，蔚来一度面临崩溃的边缘。\n2019年年底，蔚来的股价触及1.32美元的低点，市值距离高点蒸发80%以上。\n高瓴清空了蔚来股票，红杉也选择了减仓。\n当时的李斌四处奔走请客吃饭，想为蔚来寻求融资输血。\n一个故事是，一家国资的老总在席间直斥李斌“乱花钱”。\n所谓的乱花钱，是指当时的新能源车企几乎都依赖补贴生存，蔚来也处于襁褓中的状态，但李斌却投入重资产，去建设换电站，以至于每个季度都要亏损4亿美金左右。\n\n而在国内，几乎没有车企认同这个模式可以成功。\n李斌连续跑了18个城市都被拒绝，但就在快过年的时候，合肥选择了抄底蔚来。\n2020年4月，以“风投之城”著称的合肥，向蔚来豪掷70亿元，在蔚来最为危难的时候，扶企业于将倾。\n也得益于蔚来在合肥的落地，产业化进展迅速，股价回升，合肥在随后的半年就得到了丰厚的资本回报，仅回购就套现了105亿。\n但因为重资产运营和蔚来一直坚持走高端路线，投入了领先同行的研发费用，导致随后4年的财报净利润一直都处于亏损状态。\n股价也因此阴跌近4年。\n\n蔚来到底要烧钱到什么时候？\n蔚来会破产吗？\n蔚来还能坚持几年？\n类似的问题，也伴随了蔚来4年。\n但就在刚刚过去的一个月，蔚来再次迎来转机。\n从8月开始，蔚来股价上涨已经近乎翻倍，显著高于同时期的美股大盘表现。\n而到了9月，蔚来汽车的交付量也达到了21181台，与去年同期相比增长了30.1%。\n第三季度，蔚来品牌创下了61023台的单季交付新高，电车总销量占到全国销量的9%。\n\n而在9月30日的全球智能汽车产业大会上，李斌更是透露，蔚来新车型乐道L60自开启全国交付以来，市场反馈热烈，订单量远超预期。\n同日，蔚来也宣布，得到了三家合肥现有股东33亿元的增资。\n上次抄底，蔚来的股价不到2美元，随后就在半年后涨到了10美元。\n这次抄底，蔚来的股价一路从3.6美元走到了7.2美元左右，近乎翻倍。\n\n合肥为什么敢抄底蔚来？\n感情或许是一个部分，毕竟由于蔚来汽车的品牌效应，合肥当地的电动汽车企业已经达到了3500亿的营收。\n但从财报上看，此时的蔚来更有抄底的潜力——今年第二季度的整车毛利达到了12.2%，大幅度增长了6%。\n这预示着，蔚来即将走向盈利状态。\n那么，蔚来是怎么走出这个泥潭的？\n李斌的换电战略，是把蔚来带向巅峰，还是深渊？\n\n从消费者的角度看，蔚来和其他品牌最大的不同，就是换电。\n它的重资产是换电，服务核心也是换电。\n而且到目前为止，还没有一家电动汽车企业想要模仿蔚来的换电。\n这是因为前期投入资金实在太大，如果没有外部输血，很难做到，再加上现在电动汽车的市场已经趋向红海。\n打价格战还来不及，哪还有余粮拿去换电站？\n所以从某种意义上说，换电就是蔚来汽车的核心竞争力，也是企业的护城河。\n\n但这也是蔚来不被资本看好的原因——换电太具有理想主义和实验主义的成分。\n对于车主而言，蔚来的换电是“独享的moment”。\n终身免费换电，首先是丢掉了电池衰退的焦虑。\n锂电池一般有两个寿命，一个是循环寿命，一个日历寿命。\n一般来说，电池的循环寿命在2000次左右，但实际上一辆车一年也就充100次电不到，要想用完循环寿命，要20年。\n但另一方面，一般电池的日历寿命也就8年。\n也就是说，如果不是拿来跑滴滴，平常的私家电动汽车会浪费1200个循环。\n\n再有一种情况，是如果你不开车，电池放在那里也会缩短寿命。\n对于电动汽车来讲，电池是最贵的零部件，也是折损值最大的零部件。\n因此，如果买车是为了电池，那就太亏了。\n但蔚来用户就没有这个担忧，假设有个蔚来车主从不换电，而到7年零364天的时候，去蔚来换电站换一块电池，这就意味着电池寿命自动被延长了。\n所以对于蔚来用户来说，电池是可以“永生”的。\n其次，是换电的便利和缓解续航焦虑。\n很多人吃过高速充电的苦，碰到节假日，要等，要排队。\n但对于蔚来车主来说，充电的时间就很快，哪怕长途跋涉，充一次电也基本能到达目的地，充一次电也就5分钟左右。\n\n此外，蔚来的服务政策也是国内众多同行中遥遥领先，一键维保，保险无忧，每个车主都有单独的服务群，基本秒回的客服，车停机场还有售后能帮着开回家。\n就售后服务而言，蔚来已经做得比国内的BBA还要好。\n而且事实上，很多蔚来车主就是从BBA转过来的。\n数据显示，蔚来二代平台部分车型，BBA的车主占比已经超过了50%。\n从高端属性的调性上看，蔚来已经立住了，无相君甚至认为，蔚来在电动汽车车企中的地位，对标的是BBA里的奔驰。\n是要比其他品牌高半个头的。\n这一点不仅体现在服务和换电体系上，也体现在保值率上。\n根据2024年上半年的数据，蔚来ES6和ET5车型的保值率分别达到了74.5%和74%，在同级别车型中位列第一，超过了特斯拉Model Y、奥迪Q5L、宝马X3同级对手。\n蔚来ET7，更是登顶中大型新能源车保值率之王。\n而且就智能化来说，蔚来也肯堆料。\n作为全行业第一家标配激光雷达和4颗Orin芯片的车企，全国规模最大、覆盖范围最广的城区智能驾驶应用推送车企。\n蔚来在过去几年的研发投入在新势力车企中一直处于领先状态。\n\n尤其是投入费用用于车载芯片的自主研发，堪称业内的技术卷王。\n今年他们推出了新的车载芯片神玑NX9031，有超过500亿颗晶体管，综合能力和执行效率，都是英伟达Drive Orin X处理器的四倍。\n为什么蔚来目前的月销量能持续超过2万台，超过同级的BBA？\n这可能就是因为蔚来给到了高端消费者产品以外的需求。\n而这也是高端用户愿意付出溢价的原因。\n\n不过，好的服务是需要付出代价的。\n截至8月1日，蔚来已累计建成2460座换电站，822座高速公路换电站，同时，全国城市“电区房”覆盖率达80%。\n就连遥远的青藏线沿途，都有蔚来换电站的身影。\n但这也意味着，蔚来的重资产投入越来越大，收获回报也非常长期。\n城市里最贵的是土地，一个换电站就需要3个车位。\n而且蔚来汽车的门店，还都在城市最繁华的地段，如太古汇、北京东方广场等，动辄占地1000平方米，单店投入至少8000万以上。\n\n蔚来产量刚刚超过2万辆，但却配套了如此庞大的服务体系，以至于现在的蔚来是卖一台亏一台。\n在巨大的资金压力下，蔚来拿什么守得云开见月明？\n最近推出的乐道可能就是李斌的药方。\n今年9月，在NIO主品牌之外，蔚来在今年正式推出了第二品牌乐道，在主流的平价市场发力。\n蔚来为什么会推出乐道？\n因为李斌需要赚钱，但也不能赚快钱。\n\n蔚来自运营以来，一直坚持四驱双电机，坚持配置拉满，坚持好豪华的售后服务，坚持换电路线，坚持某种理想主义。\n但这一点在乐道上做了妥协。\n从的运营和售后方式看，乐道没有蔚来那种无微不至的服务（这种服务往往是亏钱的），主打汽车的实用价值。\n但也只有这种性价比产品、消费主流车型，才能把市场稳住。\n通过互相摊销成本，来给蔚来打造差异化，个性化、高端化的空间。\n就像丰田主打销量，雷克萨斯拉升调性一样，蔚来需要一个年轻化的品牌为自己争取用户，争取时间，争取实现某种理想的可能。\n而对于乐道用户来说，能通过BaaS租电的方式，花16万左右的钱，体验到20万级车型的品质感和蔚来的换电体系，也非常具有吸引力。\n所以乐道推出之后，蔚来的股价也在向上走。\n\n2024年，会是电车的一个分水岭。\n这一年的价格战，比亚迪熬痛了一众对手，小米的超级性价比路线则把极氪、吉利、长城等车企都拉入了价格战的泥潭。\n在这个过程中，很少有品牌去思考，自己的特色究竟是什么？\n而蔚来的战略是清晰的——坚持服务和换电，做到其他电动品牌没有的特点，人无我有。\n也许只有这样，才能在残酷内卷的市场，打造出独一无二的卖点，走长期路线。\n正如一位蔚来车主在论坛中吐槽的那样：\n“2020的时候我坚定觉得蔚来要倒闭，什么玩意，和邪教一样……然后2022年12月底，揣着五十万想换个车……我换了ET7。”\n“香，真TND香。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348471207543072,"gmtCreate":1726109690542,"gmtModify":1726109692340,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"蔚来无未来","listText":"蔚来无未来","text":"蔚来无未来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348471207543072","repostId":"2466121886","repostType":2,"repost":{"id":"2466121886","kind":"news","pubTimestamp":1726109104,"share":"https://www.laohu8.com/m/news/2466121886?lang=&edition=full","pubTime":"2024-09-12 10:45","market":"us","language":"zh","title":"乐道，能缓解李斌的焦虑吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2466121886","media":"蓝鲸财经","summary":"再过两个月，蔚来就将满十周年。2023年蔚来汽车的全年业绩亏损创下了历史之最，今年一季度情况也没有明显好转。好在二季度，随着汽车销量的回升，蔚来财报展现出了一定的修复。调整后净亏损同比收窄16.7%至45.4亿元。作为中概股中最后一个公布财报的焦点公司，蔚来这份二季度答卷也迎来市场的积极反馈。同季度蔚来汽车经营亏损，从2023年二季度的60.74亿元减少到今年二季度的52.09亿元，同比收窄14.2%，环比减少3.4%。","content":"<html><body><blockquote>\n<p>作者|豹变 朱晓宇‍‍</p>\n</blockquote>\n<p>再过两个月，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>就将满十周年。</p>\n<p>对于<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>来说，过去十年走得跌宕起伏，曾经一度市值超过1000亿美元，成为中高端品牌里耀眼的新星，也曾几度走入“死胡同”，破产传闻不断，甚至在今年8月末，蔚来仍遭遇这样的谣言困扰。</p>\n<p>谣言，一定程度与持续亏损的业绩所带来的经营压力相关。</p>\n<p>2023年蔚来汽车的全年业绩亏损创下了历史之最，今年一季度情况也没有明显好转。好在二季度，随着汽车销量的回升，蔚来财报展现出了一定的修复。营收同比几乎翻倍，实现174.5亿元，环比增长76.1%，创下单季营收历史新高。调整后净亏损同比收窄16.7%至45.4亿元。</p>\n<p>作为中概股中最后一个公布财报的焦点公司，蔚来这份二季度答卷也迎来市场的积极反馈。财报公布后，蔚来股价连续上涨。</p>\n<p>面向新十年之路，蔚来仍旧麻烦重重，降本增效之外，蔚来没有找到长久持续的造血之道，也没有堵住最大的失血点。承载着销量希望的乐道和主打更下沉市场的子品牌萤火虫，能给蔚来带来多少增量？</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20240911/210443_gjzydanuryisl.png\" width=\"1064\"/></p>\n<p><strong>蔚来积极卖车止血</strong></p>\n<p>为了卖车，自今年初开始蔚来创始人李斌疯狂出镜，不是在拍视频，就是做直播。</p>\n<p>2023年下半年以来，蔚来推进了一系列更加激进的销售政策调整。今年3月中旬，蔚来优化了BaaS租赁方案的费用，下调了BaaS租金约26%-33%，打出降价牌。</p>\n<p>这些终于在今年二季度看到了效果。从今年5月开始，蔚来的新车交付量稳定地达到了2万以上。截至8月末，已经连续4个月，守住2万关口。</p>\n<p>为了更好地卖车，蔚来在过去两年一直致力于“让价格更具竞争力”。2023年蔚来汽车的单车均价从2022年的37.2万元下降到30.8万元。今年二季度，蔚来的单车均价则掉到了27.3万元。如果再算上换电权益，蔚来的汽车将更具有性价比。</p>\n<p>二季度蔚来整车销量迎来了显著增长，当季完成5.74万辆交付，同比增长144%。销量的上升，给蔚来的财务数据带来极大修复。</p>\n<p>今年二季度财报显示，蔚来营收高达174.5亿，同比大增98.9%，基本实现翻番。同季度蔚来汽车经营亏损，从2023年二季度的60.74亿元减少到今年二季度的52.09亿元，同比收窄14.2%，环比减少3.4%。</p>\n<p>一直以来，高投入成为蔚来鲜明的标签，今年二季度的财务表现显示，蔚来确实在降本增效。当期蔚来的研发投入为32.19亿元，比去年同期缩窄了3.8%。今年上半年，蔚来在研发方面的总投入为60.83亿元。相比去年同期的64.2亿元，已经开始小幅下降。</p>\n<p>但二季度，公司销售、一般和管理费用达到37.58亿元，同比增长三成，环比增长25.4%。</p>\n<p>蔚来对此回应：销管费用的增长主要来自人力成本和传播费用。一方面是销量的提升导致销售人员的数量以及奖金都被进一步提升；另一方面，蔚来多款新车上市，线上和线下的传播费用也在显著增长。</p>\n<p>本季度三费共计近70亿，环比上季度增加11亿元。蔚来也表示，公司已经开始谨慎控制投入节奏，并且已经在有些项目上采取了推迟或取消等削减成本的方法。</p>\n<p>这十年，蔚来处在不断投入，不断亏损，不断融资的路上。</p>\n<p>回顾2018年至2023年，蔚来净亏损分别达到96.39亿元、112.96亿元、53.04亿元、40.17亿元、144.37亿元和207.20亿元。六年亏损共计超过650亿元。再加上今年前两个季度的51.85亿和50.5亿元，共计达到752.35亿元。</p>\n<p>三家新势力中，仅有蔚来一家在上市之后仍不断融资。</p>\n<p>截至6月底，小鹏、蔚来、理想三家的现金储备分别为373.3亿元、416亿元以及973亿元。虽然蔚来的现金储备高于小鹏，但值得注意的是，这笔资金还包含了2023年末从中东土豪融来的近160亿元。</p>\n<p>不断地亏损，也逼迫蔚来必须集中火力卖车改善财务状况。</p>\n<p>财报电话分析会上，李斌预计第三季度的总交付量将再创新高，进一步巩固和扩大市场份额。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20240911/210443_ygptzbdeymxhz.png\" width=\"1064\"/></p>\n<p><strong>乐道，能缓解李斌焦虑吗？</strong></p>\n<p>根据乘联会的统计，2023年中<a href=\"https://laohu8.com/S/600617\">国新能源</a>市场中“大于等于30万元以上”的豪华车市场，全年总零售销量为101.63万辆。售价大于30万元的纯电SUV市场2023年全年总销量仅27.19万辆，销量上涨了6.43万辆。</p>\n<p>更大的增量市场在30万元以下。也就是说，一直以来对标BBA的蔚来主品牌，如果仅深耕30万元以上的纯电SUV，很难在市场中获得更高的占有率。因此，推出售价更低的车型，则成为蔚来汽车的发展之重。</p>\n<p>从并列的“蔚小理”三家情况来看，理想的销量一直领跑，不久前小鹏发布了11.98万元起售的新车型，上市48小时大定超过3万台，高兴得何小鹏在内部举办了庆功会。</p>\n<p>然而友商的成功也给李斌带来不小的压力。</p>\n<p>今年6月，蔚来推出了21.99万起售的第二品牌乐道，乐道意在主流家庭的中端市场，乐道的负责人艾铁成在接受采访时称，开始预售不到24小时预售量就超出了预期的2-3倍，但具体数量并没有对外公布。</p>\n<p>乐道品牌首款车型L60于9月19日正式上市，并将于9月底开启交付。李斌预期今年下半年将交付总共2万台L60。这个交付量估计在三季度体现得较少，更多会影响四季度财报情况。</p>\n<p>财报电话会介绍了乐道L60的产能规划，F2工厂已经开启双班。</p>\n<p>乐道所处的价格带竞争激烈，而未来至少月销量达到2万到3万辆才能实现盈亏平衡，对蔚来来说挑战并不小。</p>\n<p>此外，蔚来的第三品牌萤火虫预计在2025年交付，这一步棋主打更下沉的市场。届时蔚来将实现三品牌战略，覆盖14万元-80万元的价格区间，如果采用BaaS模式，价格带可以覆盖10万-70万元价格区间。</p>\n<p>多品牌多维度，在高中低市场中竞争，有望对蔚来的销量带来极大提振。不过，能不能让蔚来实现盈利，市场仍有所质疑。</p>\n<p>这其中的关键点在于蔚来能不能控制好成本。而二季度财报中，蔚来的费用控制不及预期。</p>\n<p>数据显示，二季度整车毛利率提升至12.2%，环比提升3个百分点，同比提升6个百分点。但相较同期小米、理想和小鹏分别实现的15.4%、18.7%和14%的整车毛利率，还是存在差距。</p>\n<p>更为关键的是，蔚来二季度毛利润环比增长12亿元，几乎被研发和销管费用的增加所抵消。招银国际在一份研报表示，如果这种模式继续下去，“我们估计即使蔚来可以实现40万台的年度销量，也仍然无法盈利”。</p>\n<p>研报预计蔚来明年销量有望增长54%至34.2万台，考虑到中低端品牌将拉低平均售价，预计明年收入将同比增长34%。即使假设2025年毛利率将继续改善1.4个百分点至11.1%，并保守假设研发和销管费用率收窄8个百分点至32.2%（明年更多新车或将大幅增加支出），明年的净亏损或仍将达到167亿元。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20240911/210443_mjkrpifdroqxu.png\" width=\"1064\"/></p>\n<p><strong>换电业务，离盈利还有多远？</strong></p>\n<p>前不久，小鹏推出走量款的MONA M03，主打一个智驾平替概念，花十几万就能感受到智驾。</p>\n<p>蔚来卖乐道L60，主打一个价格亲民，21.99万的起售价，如果算上BaaS方案，价格还能下探，这个价格下能体验换电，不知道消费者愿不愿意买单。</p>\n<p>换电，是蔚来的标签。为了打造换电体系，蔚来不惜重金投入。</p>\n<p>在二季度财报电话会上，李斌也谈到了换电亏损的问题。一是因为初期交付产品时给用户提供了终身免费换电服务，二是因为这两年认识到换电网络对卖车的助力非常大，于是对换电站进行了超前布局。</p>\n<p>今年在经营压力下，蔚来放慢了在建设换电站方面的脚步，原本年初计划新增1000座换电站，但截至8月末，蔚来今年新建的换电站不到200座。</p>\n<p>此前秦力洪曾表示，蔚来一代换电站的建设成本约为300万元。如果按照第三代换电站建设成本150万元，全年新建1000个来算，光建设成本就要15亿元，还不包括后期的维护和运营费用。</p>\n<p>更为重要的是，以目前的需求量不足以摊平其换电成本。现在单座换电站要实现日均超60次换电，才能盈亏平衡。今年8月蔚来公布的数据，目前蔚来换电站日均换电次数约为7.9万次，折算到单站上大约31.6次，离盈利还有一半的距离。</p>\n<p>不过，在二季度财报会上李斌的回复颇为乐观，目前蔚来在中国已经有2500个换电站，现在的单站日均换电量约为30-40单，从30-40单增长到日均60单的差距不会很大。“单个换电站实现盈亏平衡并不远。”</p>\n<p>为了盘活换电体系的效能，蔚来也在尝试更多路径。一方面开放换电网络，到今年9月，蔚来已经与一汽、长安、吉利等9家企业结成换电联盟。但是其他企业的换电车型也得等到2025年才上市，现阶段李斌的压力不容小觑。</p>\n<p>另一方面，今年8月，蔚来能源正式推出加电合伙人计划，向全社会开放充换电站合作。</p>\n<p>今年5月31日，蔚来再次宣布新的投资者进场，并引起武汉光创新兴技术一期创业投资基金合伙企业（有限合伙）等机构15亿元人民币战略投资。蔚来宣布资金将用于充电、换电、储能、电池服务等，并支持车网互动创新业务的投入，助力蔚来能源高速发展。</p>\n<p>在蔚来的描述中，换电是自己的先发优势，面向新十年，这也是可能影响到蔚来成败的关键点。</p>\n</body></html>","source":"lanjinger_stock","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乐道，能缓解李斌的焦虑吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-12 10:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/240091><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者|豹变 朱晓宇‍‍\n\n再过两个月，蔚来就将满十周年。\n对于蔚来来说，过去十年走得跌宕起伏，曾经一度市值超过1000亿美元，成为中高端品牌里耀眼的新星，也曾几度走入“死胡同”，破产传闻不断，甚至在今年8月末，蔚来仍遭遇这样的谣言困扰。\n谣言，一定程度与持续亏损的业绩所带来的经营压力相关。\n2023年蔚来汽车的全年业绩亏损创下了历史之最，今年一季度情况也没有明显好转。好在二季度，随着汽车销量的回升...</p>\n\n<a href=\"https://www.lanjinger.com/d/240091\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BITA":"易车","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","09866":"蔚来-SW","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4509":"腾讯概念","NIO.SI":"蔚来","BK4588":"碎股","BK4526":"热门中概股","BK4574":"无人驾驶","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4505":"高瓴资本持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4581":"高盛持仓","BK4504":"桥水持仓","NIO":"蔚来","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓"},"source_url":"https://www.lanjinger.com/d/240091","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466121886","content_text":"作者|豹变 朱晓宇‍‍\n\n再过两个月，蔚来就将满十周年。\n对于蔚来来说，过去十年走得跌宕起伏，曾经一度市值超过1000亿美元，成为中高端品牌里耀眼的新星，也曾几度走入“死胡同”，破产传闻不断，甚至在今年8月末，蔚来仍遭遇这样的谣言困扰。\n谣言，一定程度与持续亏损的业绩所带来的经营压力相关。\n2023年蔚来汽车的全年业绩亏损创下了历史之最，今年一季度情况也没有明显好转。好在二季度，随着汽车销量的回升，蔚来财报展现出了一定的修复。营收同比几乎翻倍，实现174.5亿元，环比增长76.1%，创下单季营收历史新高。调整后净亏损同比收窄16.7%至45.4亿元。\n作为中概股中最后一个公布财报的焦点公司，蔚来这份二季度答卷也迎来市场的积极反馈。财报公布后，蔚来股价连续上涨。\n面向新十年之路，蔚来仍旧麻烦重重，降本增效之外，蔚来没有找到长久持续的造血之道，也没有堵住最大的失血点。承载着销量希望的乐道和主打更下沉市场的子品牌萤火虫，能给蔚来带来多少增量？\n\n蔚来积极卖车止血\n为了卖车，自今年初开始蔚来创始人李斌疯狂出镜，不是在拍视频，就是做直播。\n2023年下半年以来，蔚来推进了一系列更加激进的销售政策调整。今年3月中旬，蔚来优化了BaaS租赁方案的费用，下调了BaaS租金约26%-33%，打出降价牌。\n这些终于在今年二季度看到了效果。从今年5月开始，蔚来的新车交付量稳定地达到了2万以上。截至8月末，已经连续4个月，守住2万关口。\n为了更好地卖车，蔚来在过去两年一直致力于“让价格更具竞争力”。2023年蔚来汽车的单车均价从2022年的37.2万元下降到30.8万元。今年二季度，蔚来的单车均价则掉到了27.3万元。如果再算上换电权益，蔚来的汽车将更具有性价比。\n二季度蔚来整车销量迎来了显著增长，当季完成5.74万辆交付，同比增长144%。销量的上升，给蔚来的财务数据带来极大修复。\n今年二季度财报显示，蔚来营收高达174.5亿，同比大增98.9%，基本实现翻番。同季度蔚来汽车经营亏损，从2023年二季度的60.74亿元减少到今年二季度的52.09亿元，同比收窄14.2%，环比减少3.4%。\n一直以来，高投入成为蔚来鲜明的标签，今年二季度的财务表现显示，蔚来确实在降本增效。当期蔚来的研发投入为32.19亿元，比去年同期缩窄了3.8%。今年上半年，蔚来在研发方面的总投入为60.83亿元。相比去年同期的64.2亿元，已经开始小幅下降。\n但二季度，公司销售、一般和管理费用达到37.58亿元，同比增长三成，环比增长25.4%。\n蔚来对此回应：销管费用的增长主要来自人力成本和传播费用。一方面是销量的提升导致销售人员的数量以及奖金都被进一步提升；另一方面，蔚来多款新车上市，线上和线下的传播费用也在显著增长。\n本季度三费共计近70亿，环比上季度增加11亿元。蔚来也表示，公司已经开始谨慎控制投入节奏，并且已经在有些项目上采取了推迟或取消等削减成本的方法。\n这十年，蔚来处在不断投入，不断亏损，不断融资的路上。\n回顾2018年至2023年，蔚来净亏损分别达到96.39亿元、112.96亿元、53.04亿元、40.17亿元、144.37亿元和207.20亿元。六年亏损共计超过650亿元。再加上今年前两个季度的51.85亿和50.5亿元，共计达到752.35亿元。\n三家新势力中，仅有蔚来一家在上市之后仍不断融资。\n截至6月底，小鹏、蔚来、理想三家的现金储备分别为373.3亿元、416亿元以及973亿元。虽然蔚来的现金储备高于小鹏，但值得注意的是，这笔资金还包含了2023年末从中东土豪融来的近160亿元。\n不断地亏损，也逼迫蔚来必须集中火力卖车改善财务状况。\n财报电话分析会上，李斌预计第三季度的总交付量将再创新高，进一步巩固和扩大市场份额。\n\n乐道，能缓解李斌焦虑吗？\n根据乘联会的统计，2023年中国新能源市场中“大于等于30万元以上”的豪华车市场，全年总零售销量为101.63万辆。售价大于30万元的纯电SUV市场2023年全年总销量仅27.19万辆，销量上涨了6.43万辆。\n更大的增量市场在30万元以下。也就是说，一直以来对标BBA的蔚来主品牌，如果仅深耕30万元以上的纯电SUV，很难在市场中获得更高的占有率。因此，推出售价更低的车型，则成为蔚来汽车的发展之重。\n从并列的“蔚小理”三家情况来看，理想的销量一直领跑，不久前小鹏发布了11.98万元起售的新车型，上市48小时大定超过3万台，高兴得何小鹏在内部举办了庆功会。\n然而友商的成功也给李斌带来不小的压力。\n今年6月，蔚来推出了21.99万起售的第二品牌乐道，乐道意在主流家庭的中端市场，乐道的负责人艾铁成在接受采访时称，开始预售不到24小时预售量就超出了预期的2-3倍，但具体数量并没有对外公布。\n乐道品牌首款车型L60于9月19日正式上市，并将于9月底开启交付。李斌预期今年下半年将交付总共2万台L60。这个交付量估计在三季度体现得较少，更多会影响四季度财报情况。\n财报电话会介绍了乐道L60的产能规划，F2工厂已经开启双班。\n乐道所处的价格带竞争激烈，而未来至少月销量达到2万到3万辆才能实现盈亏平衡，对蔚来来说挑战并不小。\n此外，蔚来的第三品牌萤火虫预计在2025年交付，这一步棋主打更下沉的市场。届时蔚来将实现三品牌战略，覆盖14万元-80万元的价格区间，如果采用BaaS模式，价格带可以覆盖10万-70万元价格区间。\n多品牌多维度，在高中低市场中竞争，有望对蔚来的销量带来极大提振。不过，能不能让蔚来实现盈利，市场仍有所质疑。\n这其中的关键点在于蔚来能不能控制好成本。而二季度财报中，蔚来的费用控制不及预期。\n数据显示，二季度整车毛利率提升至12.2%，环比提升3个百分点，同比提升6个百分点。但相较同期小米、理想和小鹏分别实现的15.4%、18.7%和14%的整车毛利率，还是存在差距。\n更为关键的是，蔚来二季度毛利润环比增长12亿元，几乎被研发和销管费用的增加所抵消。招银国际在一份研报表示，如果这种模式继续下去，“我们估计即使蔚来可以实现40万台的年度销量，也仍然无法盈利”。\n研报预计蔚来明年销量有望增长54%至34.2万台，考虑到中低端品牌将拉低平均售价，预计明年收入将同比增长34%。即使假设2025年毛利率将继续改善1.4个百分点至11.1%，并保守假设研发和销管费用率收窄8个百分点至32.2%（明年更多新车或将大幅增加支出），明年的净亏损或仍将达到167亿元。\n\n换电业务，离盈利还有多远？\n前不久，小鹏推出走量款的MONA M03，主打一个智驾平替概念，花十几万就能感受到智驾。\n蔚来卖乐道L60，主打一个价格亲民，21.99万的起售价，如果算上BaaS方案，价格还能下探，这个价格下能体验换电，不知道消费者愿不愿意买单。\n换电，是蔚来的标签。为了打造换电体系，蔚来不惜重金投入。\n在二季度财报电话会上，李斌也谈到了换电亏损的问题。一是因为初期交付产品时给用户提供了终身免费换电服务，二是因为这两年认识到换电网络对卖车的助力非常大，于是对换电站进行了超前布局。\n今年在经营压力下，蔚来放慢了在建设换电站方面的脚步，原本年初计划新增1000座换电站，但截至8月末，蔚来今年新建的换电站不到200座。\n此前秦力洪曾表示，蔚来一代换电站的建设成本约为300万元。如果按照第三代换电站建设成本150万元，全年新建1000个来算，光建设成本就要15亿元，还不包括后期的维护和运营费用。\n更为重要的是，以目前的需求量不足以摊平其换电成本。现在单座换电站要实现日均超60次换电，才能盈亏平衡。今年8月蔚来公布的数据，目前蔚来换电站日均换电次数约为7.9万次，折算到单站上大约31.6次，离盈利还有一半的距离。\n不过，在二季度财报会上李斌的回复颇为乐观，目前蔚来在中国已经有2500个换电站，现在的单站日均换电量约为30-40单，从30-40单增长到日均60单的差距不会很大。“单个换电站实现盈亏平衡并不远。”\n为了盘活换电体系的效能，蔚来也在尝试更多路径。一方面开放换电网络，到今年9月，蔚来已经与一汽、长安、吉利等9家企业结成换电联盟。但是其他企业的换电车型也得等到2025年才上市，现阶段李斌的压力不容小觑。\n另一方面，今年8月，蔚来能源正式推出加电合伙人计划，向全社会开放充换电站合作。\n今年5月31日，蔚来再次宣布新的投资者进场，并引起武汉光创新兴技术一期创业投资基金合伙企业（有限合伙）等机构15亿元人民币战略投资。蔚来宣布资金将用于充电、换电、储能、电池服务等，并支持车网互动创新业务的投入，助力蔚来能源高速发展。\n在蔚来的描述中，换电是自己的先发优势，面向新十年，这也是可能影响到蔚来成败的关键点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348028418752776,"gmtCreate":1726010467175,"gmtModify":1726010468917,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"华而不实为所欲为","listText":"华而不实为所欲为","text":"华而不实为所欲为","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348028418752776","repostId":"2466143415","repostType":2,"repost":{"id":"2466143415","pubTimestamp":1726009660,"share":"https://www.laohu8.com/m/news/2466143415?lang=&edition=full","pubTime":"2024-09-11 07:07","market":"hk","language":"zh","title":"和华为比，苹果其实是典型大公司病了","url":"https://stock-news.laohu8.com/highlight/detail?id=2466143415","media":"前HR随笔","summary":"苹果其实是典型大公司病了：9月10苹果发布了iPhone16，同一天华为发布了华为三折叠手机，两个公司的创新简直天上地下一样；对，全球股价和利润之王创新在地上，被美国绞杀的华为创新捅破天。甚至华为智驾搞得风生水起，而苹果因为智驾研发失败，宣布结束造车计划。所以，苹果这个公司，其实就是大公司病非常严重，打着稳健的口号基本没有太多作为。","content":"<html><body><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>其实是典型大公司病了：9月10苹果发布了iPhone16，同一天华为发布了华为三折叠手机，两个公司的创新简直天上地下一样；对，全球股价和利润之王创新在地上，被美国绞杀的华为创新捅破天。如果不了解背景的，还以为被制裁的是苹果呢。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_37/875E1F5274124610A41169DEC305B4BA3B8DADB3_size124_w720_h1983.jpg\"/></p><p><img src=\"https://x0.ifengimg.com/ucms/2024_37/EFAB0F9CAB7FE051174122BC75FD307313810F2B_size41_w1080_h618.jpg\"/></p><p>华为这次华为三折叠手机相当于一个1/2/3屏手机和10寸平板组合，工作量非常大，特别在薄并如何大和轻方面做了大量创新。</p><p>而这次苹果iPhone16系列创新之少令人惊讶，简直不如很多公司的半年迭代小创新。外观还是那个令人失望万年不变的外观，认为其比上一代最大创新点AI买的Open AI，半成品差不多。照相抄华为5年前P30Pro路子，就是多摄像头+5倍光学变焦，这次就比iPhone15拍照好一点；然后屏幕更大，电池更大，续航比上更好点。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_37/77CFF3AB2E587223437DA5869917FA381071DC8A_size76_w1080_h674.jpg\"/></p><p>就这些，你敢相信是号称信息产业龙头，每年利润超过千亿美元、市值3万亿美元的苹果年度最重要产品的创新点吗？绝大多数业界观察人士都认为太不可思议了，这个公司研发干什么了，这是啥玩意。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_37/A759B83AC88F82AAA518FC479B4887399DF5D8AE_size182_w928_h1222.jpg\"/></p><p>以前苹果创新远不如华为，还有个研发投入不如华为的托词，去年苹果研发投入超过华为；那就是只有一个问题了，严重的大企业病。出现大企业病几个明显特征，可以看几方面：</p><p>第一，一个手机基带多年没有攻克，持续向<a href=\"https://laohu8.com/S/QCOM\">高通</a>购买。当时买<a href=\"https://laohu8.com/S/INTC\">英特尔</a>4G基带业务后捂着鼻子用几年，信号实在差到难以忍受。然后，等5G来后，苹果搞不定5G基带，又一次怂了，再次买高通的基带。</p><p>可是5G基带全球有4个公司搞定啊，华为、高通、联发科、展锐都搞定。尤其展锐公司的5G研发费用连苹果一个零头都没有，却一样搞定5G全网通处理器，还规模出货。苹果这个公司基带研发人员简直就是养猪场，一事无成。</p><p>第二，万年信号不好。苹果信号不好问题消费者吐槽多少年了，但是他们这些年改进了吗？没有。他们发现华为手机信号好是因为有天线分集技术，还专门点名买华为这个专利许可权，提升了，但是就是信号还是在主流厂家最差，更不能和华为比了。</p><p>第三，在照相上，腆着脸跟着华为走。多摄像头、高倍长焦、微距、大底、夜拍、AI影像和计算影像，全部都是华为走在前面，然后苹果扭扭捏捏最终跟着走。一个龙头公司啊，手机摄影这么多创关键大新点，居然都是华为在引领，苹果在跟随，越想越不可思议。</p><p>第四、AI创新失败是大失败。苹果如果不善于硬件创新，那么A这种关键技术居然也躺平了，宣布投降，选择和open AI合作，这多丢脸啊。对比之下，华为有升腾AI芯片，有盘古大模型。甚至华为智驾搞得风生水起，而苹果因为智驾研发失败，宣布结束造车计划。</p><p>AI这种未来技术都干不好，至于快充十年如一日的五伏一安简直就是业界笑话，被敲打到现在才提升上去。口罩时期，他们连屏幕加个指纹这种创新都无法提供，更别提了远不如安卓的各种微创新了。他们的多屏互动、设备流转等很多功能点被消费者认为赤裸裸抄袭了鸿蒙系统。</p><p>所以，苹果这个公司，其实就是大公司病非常严重，打着稳健的口号基本没有太多作为。如果不是因为有iOS生态老本，特别如不是因为美国通过国家行为政治干预市场竞争，全面绞杀华为，今日的苹果一定会非常差。</p></body></html>","source":"fenghuang_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>和华为比，苹果其实是典型大公司病了</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; 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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和华为比，苹果其实是典型大公司病了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-11 07:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8cmSZpL9v9B><strong>前HR随笔</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果其实是典型大公司病了：9月10苹果发布了iPhone16，同一天华为发布了华为三折叠手机，两个公司的创新简直天上地下一样；对，全球股价和利润之王创新在地上，被美国绞杀的华为创新捅破天。如果不了解背景的，还以为被制裁的是苹果呢。华为这次华为三折叠手机相当于一个1/2/3屏手机和10寸平板组合，工作量非常大，特别在薄并如何大和轻方面做了大量创新。而这次苹果iPhone16系列创新之少令人惊讶，简直...</p>\n\n<a href=\"https://tech.ifeng.com/c/8cmSZpL9v9B\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","BK4559":"巴菲特持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4550":"红杉资本持仓","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders 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AI，半成品差不多。照相抄华为5年前P30Pro路子，就是多摄像头+5倍光学变焦，这次就比iPhone15拍照好一点；然后屏幕更大，电池更大，续航比上更好点。就这些，你敢相信是号称信息产业龙头，每年利润超过千亿美元、市值3万亿美元的苹果年度最重要产品的创新点吗？绝大多数业界观察人士都认为太不可思议了，这个公司研发干什么了，这是啥玩意。以前苹果创新远不如华为，还有个研发投入不如华为的托词，去年苹果研发投入超过华为；那就是只有一个问题了，严重的大企业病。出现大企业病几个明显特征，可以看几方面：第一，一个手机基带多年没有攻克，持续向高通购买。当时买英特尔4G基带业务后捂着鼻子用几年，信号实在差到难以忍受。然后，等5G来后，苹果搞不定5G基带，又一次怂了，再次买高通的基带。可是5G基带全球有4个公司搞定啊，华为、高通、联发科、展锐都搞定。尤其展锐公司的5G研发费用连苹果一个零头都没有，却一样搞定5G全网通处理器，还规模出货。苹果这个公司基带研发人员简直就是养猪场，一事无成。第二，万年信号不好。苹果信号不好问题消费者吐槽多少年了，但是他们这些年改进了吗？没有。他们发现华为手机信号好是因为有天线分集技术，还专门点名买华为这个专利许可权，提升了，但是就是信号还是在主流厂家最差，更不能和华为比了。第三，在照相上，腆着脸跟着华为走。多摄像头、高倍长焦、微距、大底、夜拍、AI影像和计算影像，全部都是华为走在前面，然后苹果扭扭捏捏最终跟着走。一个龙头公司啊，手机摄影这么多创关键大新点，居然都是华为在引领，苹果在跟随，越想越不可思议。第四、AI创新失败是大失败。苹果如果不善于硬件创新，那么A这种关键技术居然也躺平了，宣布投降，选择和open AI合作，这多丢脸啊。对比之下，华为有升腾AI芯片，有盘古大模型。甚至华为智驾搞得风生水起，而苹果因为智驾研发失败，宣布结束造车计划。AI这种未来技术都干不好，至于快充十年如一日的五伏一安简直就是业界笑话，被敲打到现在才提升上去。口罩时期，他们连屏幕加个指纹这种创新都无法提供，更别提了远不如安卓的各种微创新了。他们的多屏互动、设备流转等很多功能点被消费者认为赤裸裸抄袭了鸿蒙系统。所以，苹果这个公司，其实就是大公司病非常严重，打着稳健的口号基本没有太多作为。如果不是因为有iOS生态老本，特别如不是因为美国通过国家行为政治干预市场竞争，全面绞杀华为，今日的苹果一定会非常差。","news_type":1},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317755919024376,"gmtCreate":1718616179348,"gmtModify":1718616180807,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 8.8号以后","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 8.8号以后","text":"$特斯拉(TSLA)$ 8.8号以后","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317755919024376","isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316953262288976,"gmtCreate":1718420216545,"gmtModify":1718420218690,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"10年后老虎伴我财务自由","listText":"10年后老虎伴我财务自由","text":"10年后老虎伴我财务自由","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316953262288976","isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316641878708272,"gmtCreate":1718332805480,"gmtModify":1718332808117,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3493105510369083\">@Aureliano</a>:打什么脸，她之前预测的特斯拉目标股价都实现了。//<a href=\"https://laohu8.com/U/3493105510369083\">@Aureliano</a>:这位姐都被打脸多少次了……","listText":"Replying to <a href=\"https://laohu8.com/U/3493105510369083\">@Aureliano</a>:打什么脸，她之前预测的特斯拉目标股价都实现了。//<a href=\"https://laohu8.com/U/3493105510369083\">@Aureliano</a>:这位姐都被打脸多少次了……","text":"Replying to @Aureliano:打什么脸，她之前预测的特斯拉目标股价都实现了。//@Aureliano:这位姐都被打脸多少次了……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316641878708272","isVote":1,"tweetType":1,"viewCount":951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316479519564080,"gmtCreate":1718293244853,"gmtModify":1718293246749,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 相信老马带领下一个10倍","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 相信老马带领下一个10倍","text":"$特斯拉(TSLA)$ 相信老马带领下一个10倍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316479519564080","isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316479743766736,"gmtCreate":1718293222346,"gmtModify":1718293224409,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"换电无未来，蔚来破产吧","listText":"换电无未来，蔚来破产吧","text":"换电无未来，蔚来破产吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316479743766736","isVote":1,"tweetType":1,"viewCount":1193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316094902505792,"gmtCreate":1718197899926,"gmtModify":1718197901763,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"不知不觉已经十年了，美股改变了我的生活","listText":"不知不觉已经十年了，美股改变了我的生活","text":"不知不觉已经十年了，美股改变了我的生活","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316094902505792","isVote":1,"tweetType":1,"viewCount":722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315216778080536,"gmtCreate":1717988185704,"gmtModify":1717988187312,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>长期投资者，逢低加仓","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>长期投资者，逢低加仓","text":"$特斯拉(TSLA)$ 长期投资者，逢低加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315216778080536","isVote":1,"tweetType":1,"viewCount":1215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315216706040032,"gmtCreate":1717988144048,"gmtModify":1717988145607,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 会埋伏进去，相信马斯克的号召力","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 会埋伏进去，相信马斯克的号召力","text":"$特斯拉(TSLA)$ 会埋伏进去，相信马斯克的号召力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315216706040032","isVote":1,"tweetType":1,"viewCount":877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314602355060904,"gmtCreate":1717838045762,"gmtModify":1717838047519,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"蔚来无未来","listText":"蔚来无未来","text":"蔚来无未来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314602355060904","repostId":"2441059256","repostType":2,"repost":{"id":"2441059256","pubTimestamp":1717836507,"share":"https://www.laohu8.com/m/news/2441059256?lang=&edition=full","pubTime":"2024-06-08 16:48","market":"fut","language":"en","title":"NIO Below $5: Investors Seem Way Too Bearish","url":"https://stock-news.laohu8.com/highlight/detail?id=2441059256","media":"seekingalpha","summary":"NIO's Q1 earnings showed improved vehicle margins and a strong forecast for Q2 deliveries, leading to a positive outlook for the firm's shares.The launch of NIO's new low-cost EV brand, ONVO, represen","content":"<html><head></head><body><ul style=\"\"><li><p>NIO&#39;s Q1 earnings showed improved vehicle margins and a strong forecast for Q2 deliveries, leading to a positive outlook for the firm&#39;s shares.</p></li><li><p>The launch of NIO&#39;s new low-cost EV brand, ONVO, represents an opportunity for the company to attack Tesla in China, but also poses risks to the company&#39;s margin trend.</p></li><li><p>NIO has the second-highest vehicle margins, after Li Auto.</p></li><li><p>The Company has a low price-to-revenue ratio and upside catalysts (profit improvement, ONVO launch, growing vehicle margins).</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e9f97d77afc55629dc80b54e0d1af071\" tg-width=\"750\" tg-height=\"500\"/></p><p>Robert Way/iStock Editorial via Getty Images</p><p></p><p>Electric vehicle start-up NIO (NYSE:NIO) submitted a mixed earnings sheet for the first fiscal quarter on Thursday that thankfully showed a continual trend of vehicle margin improvements. NIO&#39;s share price nonetheless dropped 7% after the Q1&#39;24 earnings report, largely due to persistently high losses. NIO also announced the launch of a new, low-cost electric vehicle brand recently in a bid to attack the low-cost EV market segment and challenge Tesla&#39;s (TSLA) Model Y. I believe NIO still deserves the benefit of the doubt and since deliveries are roaring back in the second-quarter, the risk profile remains skewed to the upside, especially with the kind of valuation that NIO now offers EV investors.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f4860496a35403a90a8553b59661b450\" tg-width=\"635\" tg-height=\"456\"/></p><p>Data by YCharts</p><p></p><h2 id=\"id_4132377136\">Previous rating</h2><p>My last rating (March 2024) on shares of NIO was strong buy because I saw a positive risk profile related to the company&#39;s valuation. Since then, shares have declined approximately 13%, largely because investors appear too bearish. NIO&#39;s deliveries expectedly dipped in the first-quarter due to seasonal effects (and so do the deliveries of other China-focused EV start-ups) which sometimes can take a toll on investor sentiment. However, NIO&#39;s electric vehicle margins continued to improve in the first-quarter and the company&#39;s deliveries are set for a bounce-back quarter in Q2&#39;24. Additionally, NIO just announced the kick-off of a new EV brand, ONVO, which is meant to create a challenge for Tesla&#39;s widely popular Model Y.</p><h2 id=\"id_3735402886\">Improving vehicle margin trend for NIO</h2><p>The biggest take-away from NIO&#39;s first fiscal quarter earnings report card was that the electric vehicle start-up successfully managed to improve its margin picture. NIO&#39;s vehicle margins improved to 9.2% in Q1&#39;24, showing 4.1 PP expansion on a year-over-year basis. NIO&#39;s vehicle margins dropped Q/Q due to increased promotional events.</p><p>XPeng (XPEV), as an example, improved its vehicle margins 8.0 PP to 5.5% in Q1&#39;24. So while XPeng&#39;s margin improvement was bigger than NIO&#39;s in percentage terms, NIO still has higher vehicle margins than XPeng (due to the EV company posting negative margins in the last year). Li Auto (LI) is still stealing the show here and had vehicle margins of 19.8% in Q1&#39;24, although the EV firm reported a 0.5 PP Y/Y decline in margins. Li Auto&#39;s vehicle margins were therefore more than double NIO&#39;s margins, and it is the main reason why I believe Li Auto remains the most attractive Chinese EV start-up for investors to invest in right now.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a877e36d5f0b7216ecc3078470e8f32b\" tg-width=\"640\" tg-height=\"216\"/></p><p>NIO</p><p></p><p>With delivery growth broadly slowing last year, investors have become more focused on profitability, and margins tend to be a great way to judge improvements in this regard. From this point of view, NIO did quite well in Q1&#39;24, although the company&#39;s large net loss of 5.2B Chinese Yuan ($718.1M) which increased 10% to the year-earlier period. Because investors are more focused on costs now than a year ago and NIO continues to post large net losses, shares of NIO slumped 7% after earnings... which I consider to be a buying opportunity, largely because the delivery picture is improving.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/11fe6b413fd723e2e6ea4b246ffd21c9\" tg-width=\"640\" tg-height=\"364\"/></p><p>NIO</p><p></p><p>NIO delivered 30,053 electric vehicles in the first-quarter, but the company is seeing very encouraging momentum so far in Q2&#39;24. First-quarter delivery volumes in China tend to decline drastically due to the inclusion of Chinese New Year holidays. However, second-quarter delivery volumes typically bounce back quick and hard: in the first two months of the second fiscal quarter, as an example, NIO already delivered 36,164 electric vehicles which is already 20% more than in the entire first-quarter. The company&#39;s delivery guidance for Q2&#39;24 calls for 54-56k deliveries, implying up to 138% year-over-year growth.</p><h2 id=\"id_3882034590\">Launch of EV spin-off brand ONVO</h2><p>NIO announced the launch of a new electric vehicle brand named ONVO last month, which is meant to consolidate the company&#39;s attempts to challenge the position of the Tesla Model Y in China. The brand&#39;s first model, the ONVO L60, is a mid-size sport utility vehicle that is meant to target families and have mass market appeal. Deliveries for the ONVO L60 are set to start in Q3&#39;24 and any disclosures of reservation numbers for this EV model could be a positive catalyst for NIO&#39;s shares.</p><p>The ONVO L60 is set to debut with a price tag of $30k which would make it about $10k cheaper than the Tesla Model Y. I believe the launch of the spin-off brand is a positive development for NIO although the ONVO brand also poses a significant risk for the EV start-up: with vehicle margins just rebounding, it is a big risk for NIO to launch a low-cost EV brand to consolidate its efforts to target the mass market as it could have negative consequences for the company&#39;s vehicle margin trend. Therefore, the vehicle margin trend for NIO will remain the most important KPI going forward, in my opinion.</p><h2 id=\"id_3372386272\">NIO&#39;s valuation reflects deep investor pessimism</h2><p>I believe NIO and Li Auto are the two EV start-up companies that are the most attractive for investors. This is because Li Auto is growing the fastest and is posting vehicle margins around the 20% mark, which is more than double what NIO achieved in the first-quarter and almost four times of what XPeng achieved in Q1&#39;24.</p><p>Li Auto is not only growing the fastest, but is also already profitable and has the lowest price-to-revenue ratio... which I believe is completely undeserved. NIO is currently trading at a price-to-revenues ratio -- which I have to use for comparison purposes since only Li Auto is currently already profitable on a net income basis -- of 0.76X, which is way below the longer term (3-year) average P/S ratio of 4.45X.</p><p>In my last work on NIO, I said that the EV maker could have a fair value of $10.80 per-share if shares revalued only to their 1-year P/S ratio... which has since further risen to 1.40X. In my opinion, the reason for this is that investors have soured on the EV sector more broadly due to reports about waning electric vehicle demand, and especially on those EV firms that are not yet profitable.</p><p>However, NIO is seeing strong growth in margins and deliveries, so I believe NIO does have a lot of revaluation potential. If NIO executes well, defends its vehicle margins and continues to grow its deliveries in FY 2024 (first-half FY 2024 actuals + Q2&#39;24 forecast imply an annual 170k+ delivery volume on a full-year basis), I believe NIO could revalue to its 1-year average P/S ratio of 1.4X which implies a fair value in the neighborhood of $9.30 per-share.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5a5cd4afbd52eda707b2616f36e58b63\" tg-width=\"635\" tg-height=\"559\"/></p><p>Data by YCharts</p><p></p><h2 id=\"id_3391514567\">Risks with NIO</h2><p>I see certain risks with NIO continuing to post high net losses, especially now that investors are more focused on profitability than mere growth. There are also risks regarding the launch of a new, lost-cost EV brand, which could add new margin pressures for NIO going forward. This launch also comes at a time at which the electric vehicle start-up is not yet achieving a baseline of profitability. What would change my mind about NIO is if the company were to see a decline in its vehicle margins specifically or suffered slowing delivery growth.</p><h2 id=\"id_1331419800\">Final thoughts</h2><p>NIO did a great job in growing its vehicle margins in the first fiscal quarter, which has been a point of contention for investors for a long time. Compared to rivals in the start-up industry, NIO has now the second-highest vehicle margins after Li Auto. XPeng is still hanging a bit behind, but has also recently seen some upside momentum in vehicle margins. I have mixed feelings about NIO&#39;s launch of its low-cost, mass market EV brand ONVO which appears set to increase margin pressures just at a time when they are recovering. The outlook for the second-quarter, in terms of deliveries, confirmed my earlier suspicions that NIO was set for a strong Q2 delivery rebound. What sustains my strong buy rating here is that NIO is trading at a very attractive valuation, from a price-to-revenue point of view, and I believe that investors are too bearish. Overall, I believe the positives outweighed the negatives with regard to NIO&#39;s earnings report for Q1&#39;24, and I especially like the change in the vehicle margin trajectory!</p></body></html>","source":"seekingalpha","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>NIO Below $5: Investors Seem Way Too Bearish</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.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\">\nNIO Below $5: Investors Seem Way Too Bearish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-08 16:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4697980-nio-below-5-investors-seem-way-too-bearish><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO's Q1 earnings showed improved vehicle margins and a strong forecast for Q2 deliveries, leading to a positive outlook for the firm's shares.The launch of NIO's new low-cost EV brand, ONVO, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4697980-nio-below-5-investors-seem-way-too-bearish\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4527":"明星科技股","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","XPEV":"小鹏汽车","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4588":"碎股","BK4526":"热门中概股","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4503":"景林资产持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","BK4574":"无人驾驶","BK4509":"腾讯概念","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4505":"高瓴资本持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4581":"高盛持仓","BK4504":"桥水持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4563":"昨日强势股","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4548":"巴美列捷福持仓","LU2063271972.USD":"富兰克林创新领域基金","NIO.SI":"蔚来","NIO":"蔚来","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4592":"伊斯兰概念","BK4532":"文艺复兴科技持仓","LI":"理想汽车","09866":"蔚来-SW","BK4531":"中概回港概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4534":"瑞士信贷持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4585":"ETF&股票定投概念","LU1548497426.USD":"安联环球人工智能AT Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0052750758.USD":"富兰克林中国基金A Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4211":"区域性银行"},"source_url":"https://seekingalpha.com/article/4697980-nio-below-5-investors-seem-way-too-bearish","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2441059256","content_text":"NIO's Q1 earnings showed improved vehicle margins and a strong forecast for Q2 deliveries, leading to a positive outlook for the firm's shares.The launch of NIO's new low-cost EV brand, ONVO, represents an opportunity for the company to attack Tesla in China, but also poses risks to the company's margin trend.NIO has the second-highest vehicle margins, after Li Auto.The Company has a low price-to-revenue ratio and upside catalysts (profit improvement, ONVO launch, growing vehicle margins).Robert Way/iStock Editorial via Getty ImagesElectric vehicle start-up NIO (NYSE:NIO) submitted a mixed earnings sheet for the first fiscal quarter on Thursday that thankfully showed a continual trend of vehicle margin improvements. NIO's share price nonetheless dropped 7% after the Q1'24 earnings report, largely due to persistently high losses. NIO also announced the launch of a new, low-cost electric vehicle brand recently in a bid to attack the low-cost EV market segment and challenge Tesla's (TSLA) Model Y. I believe NIO still deserves the benefit of the doubt and since deliveries are roaring back in the second-quarter, the risk profile remains skewed to the upside, especially with the kind of valuation that NIO now offers EV investors.Data by YChartsPrevious ratingMy last rating (March 2024) on shares of NIO was strong buy because I saw a positive risk profile related to the company's valuation. Since then, shares have declined approximately 13%, largely because investors appear too bearish. NIO's deliveries expectedly dipped in the first-quarter due to seasonal effects (and so do the deliveries of other China-focused EV start-ups) which sometimes can take a toll on investor sentiment. However, NIO's electric vehicle margins continued to improve in the first-quarter and the company's deliveries are set for a bounce-back quarter in Q2'24. Additionally, NIO just announced the kick-off of a new EV brand, ONVO, which is meant to create a challenge for Tesla's widely popular Model Y.Improving vehicle margin trend for NIOThe biggest take-away from NIO's first fiscal quarter earnings report card was that the electric vehicle start-up successfully managed to improve its margin picture. NIO's vehicle margins improved to 9.2% in Q1'24, showing 4.1 PP expansion on a year-over-year basis. NIO's vehicle margins dropped Q/Q due to increased promotional events.XPeng (XPEV), as an example, improved its vehicle margins 8.0 PP to 5.5% in Q1'24. So while XPeng's margin improvement was bigger than NIO's in percentage terms, NIO still has higher vehicle margins than XPeng (due to the EV company posting negative margins in the last year). Li Auto (LI) is still stealing the show here and had vehicle margins of 19.8% in Q1'24, although the EV firm reported a 0.5 PP Y/Y decline in margins. Li Auto's vehicle margins were therefore more than double NIO's margins, and it is the main reason why I believe Li Auto remains the most attractive Chinese EV start-up for investors to invest in right now.NIOWith delivery growth broadly slowing last year, investors have become more focused on profitability, and margins tend to be a great way to judge improvements in this regard. From this point of view, NIO did quite well in Q1'24, although the company's large net loss of 5.2B Chinese Yuan ($718.1M) which increased 10% to the year-earlier period. Because investors are more focused on costs now than a year ago and NIO continues to post large net losses, shares of NIO slumped 7% after earnings... which I consider to be a buying opportunity, largely because the delivery picture is improving.NIONIO delivered 30,053 electric vehicles in the first-quarter, but the company is seeing very encouraging momentum so far in Q2'24. First-quarter delivery volumes in China tend to decline drastically due to the inclusion of Chinese New Year holidays. However, second-quarter delivery volumes typically bounce back quick and hard: in the first two months of the second fiscal quarter, as an example, NIO already delivered 36,164 electric vehicles which is already 20% more than in the entire first-quarter. The company's delivery guidance for Q2'24 calls for 54-56k deliveries, implying up to 138% year-over-year growth.Launch of EV spin-off brand ONVONIO announced the launch of a new electric vehicle brand named ONVO last month, which is meant to consolidate the company's attempts to challenge the position of the Tesla Model Y in China. The brand's first model, the ONVO L60, is a mid-size sport utility vehicle that is meant to target families and have mass market appeal. Deliveries for the ONVO L60 are set to start in Q3'24 and any disclosures of reservation numbers for this EV model could be a positive catalyst for NIO's shares.The ONVO L60 is set to debut with a price tag of $30k which would make it about $10k cheaper than the Tesla Model Y. I believe the launch of the spin-off brand is a positive development for NIO although the ONVO brand also poses a significant risk for the EV start-up: with vehicle margins just rebounding, it is a big risk for NIO to launch a low-cost EV brand to consolidate its efforts to target the mass market as it could have negative consequences for the company's vehicle margin trend. Therefore, the vehicle margin trend for NIO will remain the most important KPI going forward, in my opinion.NIO's valuation reflects deep investor pessimismI believe NIO and Li Auto are the two EV start-up companies that are the most attractive for investors. This is because Li Auto is growing the fastest and is posting vehicle margins around the 20% mark, which is more than double what NIO achieved in the first-quarter and almost four times of what XPeng achieved in Q1'24.Li Auto is not only growing the fastest, but is also already profitable and has the lowest price-to-revenue ratio... which I believe is completely undeserved. NIO is currently trading at a price-to-revenues ratio -- which I have to use for comparison purposes since only Li Auto is currently already profitable on a net income basis -- of 0.76X, which is way below the longer term (3-year) average P/S ratio of 4.45X.In my last work on NIO, I said that the EV maker could have a fair value of $10.80 per-share if shares revalued only to their 1-year P/S ratio... which has since further risen to 1.40X. In my opinion, the reason for this is that investors have soured on the EV sector more broadly due to reports about waning electric vehicle demand, and especially on those EV firms that are not yet profitable.However, NIO is seeing strong growth in margins and deliveries, so I believe NIO does have a lot of revaluation potential. If NIO executes well, defends its vehicle margins and continues to grow its deliveries in FY 2024 (first-half FY 2024 actuals + Q2'24 forecast imply an annual 170k+ delivery volume on a full-year basis), I believe NIO could revalue to its 1-year average P/S ratio of 1.4X which implies a fair value in the neighborhood of $9.30 per-share.Data by YChartsRisks with NIOI see certain risks with NIO continuing to post high net losses, especially now that investors are more focused on profitability than mere growth. There are also risks regarding the launch of a new, lost-cost EV brand, which could add new margin pressures for NIO going forward. This launch also comes at a time at which the electric vehicle start-up is not yet achieving a baseline of profitability. What would change my mind about NIO is if the company were to see a decline in its vehicle margins specifically or suffered slowing delivery growth.Final thoughtsNIO did a great job in growing its vehicle margins in the first fiscal quarter, which has been a point of contention for investors for a long time. Compared to rivals in the start-up industry, NIO has now the second-highest vehicle margins after Li Auto. XPeng is still hanging a bit behind, but has also recently seen some upside momentum in vehicle margins. I have mixed feelings about NIO's launch of its low-cost, mass market EV brand ONVO which appears set to increase margin pressures just at a time when they are recovering. The outlook for the second-quarter, in terms of deliveries, confirmed my earlier suspicions that NIO was set for a strong Q2 delivery rebound. What sustains my strong buy rating here is that NIO is trading at a very attractive valuation, from a price-to-revenue point of view, and I believe that investors are too bearish. Overall, I believe the positives outweighed the negatives with regard to NIO's earnings report for Q1'24, and I especially like the change in the vehicle margin trajectory!","news_type":1},"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310684051562608,"gmtCreate":1716878078490,"gmtModify":1716878080507,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"宝马内饰换过设计吗","listText":"宝马内饰换过设计吗","text":"宝马内饰换过设计吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310684051562608","repostId":"2438231935","repostType":2,"repost":{"id":"2438231935","kind":"news","pubTimestamp":1716874279,"share":"https://www.laohu8.com/m/news/2438231935?lang=&edition=full","pubTime":"2024-05-28 13:31","market":"hk","language":"zh","title":"Model X车主吐槽马斯克10年不换设计：还有车主曾称特斯拉毛坯内饰","url":"https://stock-news.laohu8.com/highlight/detail?id=2438231935","media":"快科技","summary":"5月28日消息，近日，西安一高校硕士研究生导师杜老师吐槽特斯拉，认为马斯克10年不换设计，真的是太懒了。之所以吐槽，是因为该男子是特斯拉的车主，其在2019年花80万购置了一辆Model X，截至目前已用该车行驶了16万公里。“现在Model Y出来后，有很多人都分不清Model X与Model Y，感觉马斯克还是比较懒，10年了都没有换设计。”","content":"<html><body><p>5月28日消息，近日，西安一高校硕士研究生导师杜老师吐槽<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，认为马斯克10年不换设计，真的是太懒了。</p><p>之所以吐槽，是因为该男子是特斯拉的车主，其在2019年花80万购置了一辆Model X，截至目前已用该车行驶了16万公里。</p><p>杜老师称，电车的一些天生优势是油车花费几十年功力都追不上的，电车的扭矩及推背感可能秒杀很多8缸油车。</p><p>“现在Model Y出来后，有很多人都分不清Model X与Model Y，感觉马斯克还是比较懒，10年了都没有换设计。”这位车主说道。</p><p><strong>更早之前，还有车主吐槽特斯拉汽车的内饰是毛坯，随后特斯拉对外事务副总裁陶琳转发回应称，好的设计是做好这块锦，让消费者自己来添花。</strong></p><p><strong>她还强调，设计的真谛是克制而不是堆砌。</strong></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p></body></html>","source":"ifeng_tech","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>Model X车主吐槽马斯克10年不换设计：还有车主曾称特斯拉毛坯内饰</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{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nModel X车主吐槽马斯克10年不换设计：还有车主曾称特斯拉毛坯内饰\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-28 13:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8Zx2s1oE15Z><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月28日消息，近日，西安一高校硕士研究生导师杜老师吐槽特斯拉，认为马斯克10年不换设计，真的是太懒了。之所以吐槽，是因为该男子是特斯拉的车主，其在2019年花80万购置了一辆Model X，截至目前已用该车行驶了16万公里。杜老师称，电车的一些天生优势是油车花费几十年功力都追不上的，电车的扭矩及推背感可能秒杀很多8缸油车。“现在Model Y出来后，有很多人都分不清Model X与Model Y...</p>\n\n<a href=\"https://tech.ifeng.com/c/8Zx2s1oE15Z\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4574":"无人驾驶","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4581":"高盛持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM 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Shares","TSLA":"特斯拉"},"source_url":"https://tech.ifeng.com/c/8Zx2s1oE15Z","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2438231935","content_text":"5月28日消息，近日，西安一高校硕士研究生导师杜老师吐槽特斯拉，认为马斯克10年不换设计，真的是太懒了。之所以吐槽，是因为该男子是特斯拉的车主，其在2019年花80万购置了一辆Model X，截至目前已用该车行驶了16万公里。杜老师称，电车的一些天生优势是油车花费几十年功力都追不上的，电车的扭矩及推背感可能秒杀很多8缸油车。“现在Model Y出来后，有很多人都分不清Model X与Model Y，感觉马斯克还是比较懒，10年了都没有换设计。”这位车主说道。更早之前，还有车主吐槽特斯拉汽车的内饰是毛坯，随后特斯拉对外事务副总裁陶琳转发回应称，好的设计是做好这块锦，让消费者自己来添花。她还强调，设计的真谛是克制而不是堆砌。","news_type":1},"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307829052125376,"gmtCreate":1716188233860,"gmtModify":1716189486015,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"沙雕余","listText":"沙雕余","text":"沙雕余","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307829052125376","repostId":"2436147164","repostType":2,"repost":{"id":"2436147164","kind":"news","pubTimestamp":1716185141,"share":"https://www.laohu8.com/m/news/2436147164?lang=&edition=full","pubTime":"2024-05-20 14:05","market":"us","language":"zh","title":"余承东没说谎！华为汽车智驾研发团队实力中国第一 遥遥领先小米比亚迪","url":"https://stock-news.laohu8.com/highlight/detail?id=2436147164","media":"快科技","summary":"快科技5月20日消息，近日，有机构统计了几家主要车企的智驾研发团队人数排名，结果华为遥遥领先。当前国内主要车企智驾研发团队规模排名中，华为位列第一，，而比亚迪和小鹏汽车紧随其后。榜单中还有极氪汽车、蔚来汽车、小米汽车、理想汽车。事实上，余承东之前也多次表示，华为的智能驾驶已经遥遥领先竞争对手，现在来看确实如此。华为在智能汽车领域每年研发投入100+亿元，不包括间接研发投入，其中70%~80%投入智能驾驶领域。","content":"<html><body><p>快科技5月20日消息，近日，有机构统计了几家主要车企的智驾研发团队人数排名，结果华为遥遥领先。</p><p><strong>当前国内主要车企智驾研发团队规模排名中，华为位列第一，（截至2023年12月已超7000人），而<a href=\"https://laohu8.com/S/002594\">比亚迪</a>（2024年第一季度已超4000人）和<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>（2024年第一季度已超3000人）紧随其后。</strong></p><p><img src=\"https://x0.ifengimg.com/ucms/2024_21/5282272E1DEBBF6E85A80840D07FA81724736A04_size124_w600_h403.jpg\"/></p><p>榜单中还有极氪汽车（2024年2月已超1500人）、蔚来汽车（2023年11月已超1300人）、小米汽车（2024年4月已超1000人）、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>（2024年5月暂低于1000人）。</p><p>事实上，余承东之前也多次表示，华为的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶已经遥遥领先竞争对手，现在来看确实如此。</p><p><strong>按照余承东的说法，华为在智能座舱方面已经是行业第一，而现在在智能驾驶方面也做到了第一。</strong></p><p>华为在智能汽车领域每年研发投入100+亿元，不包括间接研发投入，其中70%~80%投入智能驾驶领域。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_21/F1BE3B5FE7B000809DBB48A9952264E195733B83_size151_w600_h856.jpg\"/></p></body></html>","source":"fenghuang_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>余承东没说谎！华为汽车智驾研发团队实力中国第一 遥遥领先小米比亚迪</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81211":"比亚迪股份-R","81810":"小米集团-WR","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","BK1506":"5G概念","BYDDY":"比亚迪ADR","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","01810":"小米集团-W","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK1504":"苹果概念","BK1119":"汽车制造商","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","00285":"比亚迪电子","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0823426480.USD":"法巴中国股票经典Dis","BK0188":"融资融券","BK1193":"电脑硬件、储存设备及电脑周边","01211":"比亚迪股份","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS 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ACC"},"source_url":"https://tech.ifeng.com/c/8Zjp4hPmsY2","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2436147164","content_text":"快科技5月20日消息，近日，有机构统计了几家主要车企的智驾研发团队人数排名，结果华为遥遥领先。当前国内主要车企智驾研发团队规模排名中，华为位列第一，（截至2023年12月已超7000人），而比亚迪（2024年第一季度已超4000人）和小鹏汽车（2024年第一季度已超3000人）紧随其后。榜单中还有极氪汽车（2024年2月已超1500人）、蔚来汽车（2023年11月已超1300人）、小米汽车（2024年4月已超1000人）、理想汽车（2024年5月暂低于1000人）。事实上，余承东之前也多次表示，华为的智能驾驶已经遥遥领先竞争对手，现在来看确实如此。按照余承东的说法，华为在智能座舱方面已经是行业第一，而现在在智能驾驶方面也做到了第一。华为在智能汽车领域每年研发投入100+亿元，不包括间接研发投入，其中70%~80%投入智能驾驶领域。","news_type":1},"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303629020971312,"gmtCreate":1715148500512,"gmtModify":1715148585758,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"扯淡","listText":"扯淡","text":"扯淡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303629020971312","repostId":"2433279817","repostType":2,"repost":{"id":"2433279817","kind":"news","pubTimestamp":1715138070,"share":"https://www.laohu8.com/m/news/2433279817?lang=&edition=full","pubTime":"2024-05-08 11:14","market":"us","language":"zh","title":"放弃纯视觉路线？曝特斯拉Q1采购200万美元激光雷达","url":"https://stock-news.laohu8.com/highlight/detail?id=2433279817","media":"爱集微","summary":"当地时间5月7日，美国激光雷达方案商Luminar披露，特斯拉是其Q1传感器的最大客户，贡献了该公司一季度2100万美元总营收的比重超10%，预计超200万美元。行业分析认为，特斯拉之所以不选择激光雷达技术路线，主要是此前激光雷达成本过于高昂，影响了产品上车，据了解，早期一台激光雷达的成本高达60万元。事实上，尽管特斯拉目前没有在其车辆中使用激光雷达，但此前消息显示，特斯拉的新一代全自动驾驶方案已预留了激光雷达的接入接口。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20240508114024966d206ytv3dk2wqy1\"/><p>当地时间5月7日，美国激光雷达方案商Luminar披露，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>是其Q1传感器的最大客户，贡献了该公司一季度2100万美元总营收的比重超10%，预计超200万美元。</p><p>行业周知，特斯拉是全球少数坚持纯视觉 <a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶 技术路线的 汽车 厂商之一，特斯拉的首席执行官埃隆·马斯克（Elon Musk）长期以来一直对激光雷达持批评态度，他认为激光雷达对于实现全自动驾驶汽车来说是不必要的，甚至称之为“拐杖”。</p><p>行业分析认为，特斯拉之所以不选择激光雷达技术路线，主要是此前激光雷达成本过于高昂，影响了产品上车，据了解，早期一台激光雷达的成本高达60万元。</p><p>而随着禾赛科技、 <a href=\"https://laohu8.com/S/02498\">速腾聚创</a> 、华为等本土激光雷达企业技术快速迭代，产品实现大规模量产，车规级激光雷达的价格已经大幅下降，使得批量上车成为可能，而禾赛科技、速腾聚创、华为更是成为全球车规级激光雷达销量领先的企业。</p><p>相反，由于国际传统车企智能化推进缓慢，以及特斯拉等新势力放弃扶持，国际激光雷达厂商近年发展并不如意，普遍出现倒闭、重组等生存困难情况，Luminar近日也官宣裁员20%，这是该公司今年重组计划的一部分。为了扭转生存困境，不少国际激光雷达厂商甚至将业务重心转向中国，甚至把公司总部搬到中国。</p><p>事实上，尽管特斯拉目前没有在其车辆中使用激光雷达，但此前消息显示，特斯拉的新一代全自动驾驶方案已预留了激光雷达的接入接口。</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\" content=\"telephone=no,email=no,address=no\" />\n<title>放弃纯视觉路线？曝特斯拉Q1采购200万美元激光雷达</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放弃纯视觉路线？曝特斯拉Q1采购200万美元激光雷达\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-08 11:14 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405081140278ae7337e&s=b><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间5月7日，美国激光雷达方案商Luminar披露，特斯拉是其Q1传感器的最大客户，贡献了该公司一季度2100万美元总营收的比重超10%，预计超200万美元。行业周知，特斯拉是全球少数坚持纯视觉 智能驾驶 技术路线的 汽车 厂商之一，特斯拉的首席执行官埃隆·马斯克（Elon Musk）长期以来一直对激光雷达持批评态度，他认为激光雷达对于实现全自动驾驶汽车来说是不必要的，甚至称之为“拐杖”。行业...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405081140278ae7337e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4527":"明星科技股","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4550":"红杉资本持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4588":"碎股","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) 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Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4592":"伊斯兰概念","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4555":"新能源车","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU2063271972.USD":"富兰克林创新领域基金","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0823414478.USD":"法巴经典能源转换基金"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405081140278ae7337e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2433279817","content_text":"当地时间5月7日，美国激光雷达方案商Luminar披露，特斯拉是其Q1传感器的最大客户，贡献了该公司一季度2100万美元总营收的比重超10%，预计超200万美元。行业周知，特斯拉是全球少数坚持纯视觉 智能驾驶 技术路线的 汽车 厂商之一，特斯拉的首席执行官埃隆·马斯克（Elon Musk）长期以来一直对激光雷达持批评态度，他认为激光雷达对于实现全自动驾驶汽车来说是不必要的，甚至称之为“拐杖”。行业分析认为，特斯拉之所以不选择激光雷达技术路线，主要是此前激光雷达成本过于高昂，影响了产品上车，据了解，早期一台激光雷达的成本高达60万元。而随着禾赛科技、 速腾聚创 、华为等本土激光雷达企业技术快速迭代，产品实现大规模量产，车规级激光雷达的价格已经大幅下降，使得批量上车成为可能，而禾赛科技、速腾聚创、华为更是成为全球车规级激光雷达销量领先的企业。相反，由于国际传统车企智能化推进缓慢，以及特斯拉等新势力放弃扶持，国际激光雷达厂商近年发展并不如意，普遍出现倒闭、重组等生存困难情况，Luminar近日也官宣裁员20%，这是该公司今年重组计划的一部分。为了扭转生存困境，不少国际激光雷达厂商甚至将业务重心转向中国，甚至把公司总部搬到中国。事实上，尽管特斯拉目前没有在其车辆中使用激光雷达，但此前消息显示，特斯拉的新一代全自动驾驶方案已预留了激光雷达的接入接口。","news_type":1},"isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288448697069744,"gmtCreate":1711432468891,"gmtModify":1711434908179,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"放p","listText":"放p","text":"放p","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288448697069744","repostId":"1174058602","repostType":2,"repost":{"id":"1174058602","kind":"news","weMediaInfo":{"introduction":"为您提供最新股市深度内容和观点","home_visible":1,"media_name":"华尔街洞察","id":"1020552876","head_image":"https://community-static.tradeup.com/news/890702a9612ac62b7da91453cf6824e4"},"pubTimestamp":1711425581,"share":"https://www.laohu8.com/m/news/1174058602?lang=&edition=full","pubTime":"2024-03-26 11:59","market":"us","language":"zh","title":"特斯拉需考虑进入PHEVs和HEVs市场，否则估值仍有下调空间","url":"https://stock-news.laohu8.com/highlight/detail?id=1174058602","media":"华尔街洞察","summary":"在美国，HEVs的销售一直占据主导地位，而PHEVs的市场份额自2019年以来一直在上升，显示出相对于BEVs和HEVs的超常年度增长。战略考量与估值：特斯拉的市场策略目前存在明显差距，公司尚未进入PHEVs或HEVs市场，而这些领域的竞争已经非常激烈。结论特斯拉正处于战略十字路口，需要考虑是否进入PHEVs和HEVs市场，以及是否通过推出高端或豪华车型来提升市场份额和利润率。","content":"<blockquote><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 面临来自传统汽车制造商的日益激烈的竞争，尤其是在美国和中国市场。尽管新能源汽车（NEVs）的整体销量呈上升趋势，但特斯拉的销售趋势却呈现下降态势。公司在中国的工厂减少了产能，同时在华销量和出口均出现同比下降。</p><p>在美国，特斯拉面临来自众多汽车品牌的竞争，这些品牌在2023/2024年的车型中占据了超过10%的市场份额。此外，特斯拉在插电式混合动力车（PHEV）和混合动力车（HEV）市场几乎没有任何份额，而这两个领域的销售增长速度远超纯电动车（BEV）。</p></blockquote><p>市场动态与竞争</p><p>在中国，特斯拉的最大工厂产能为95万辆，但据报道，公司已将工作日减少23%，某些生产线（如电池车间）的停工时间更长。特斯拉2023年1月和2月的中国销售同比分别下降24.42%和11.15%，而同期中国BEV销量却增长了18.06%。</p><p>在美国，特斯拉面临来自传统汽车制造商的激烈竞争，这些制造商几乎涵盖了特斯拉所有三个价格区间的产品。</p><p>产品定位与市场趋势</p><p>特斯拉在美国的市场份额已降至50%左右，而传统汽车制造商的销售额却在逐年稳步增长。在美国，HEVs的销售一直占据主导地位，而PHEVs的市场份额自2019年以来一直在上升，显示出相对于BEVs和HEVs的超常年度增长。</p><p>充电基础设施的分布在美国也极不均匀，这对BEVs的销售构成了更大的阻碍。与此同时，特斯拉的超级充电网络（Supercharger）已向非特斯拉车辆开放，以符合2021年两党基础设施法案的要求。</p><p>战略考量与估值：</p><p>特斯拉的市场策略目前存在明显差距，公司尚未进入PHEVs或HEVs市场，而这些领域的竞争已经非常激烈。特斯拉的BEV市场份额不断受到侵蚀，原因是多家汽车制造商提供了多样化的价值主张、更广泛的经销商/服务网络以及更长久的成功运营历史。</p><p>此外，特斯拉的估值也受到整体销售趋势和市场竞争的影响，其市盈率（P/E）比率较年初下降了28%，但与行业平均水平相比，仍有下调20-45%的空间。</p><p>结论</p><p>特斯拉正处于战略十字路口，需要考虑是否进入PHEVs和HEVs市场，以及是否通过推出高端或豪华车型来提升市场份额和利润率。除非特斯拉很快做出强有力的战略性公告，否则大多数股票分析师对该公司股票评级是合理的。</p>","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>特斯拉需考虑进入PHEVs和HEVs市场，否则估值仍有下调空间</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{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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特斯拉需考虑进入PHEVs和HEVs市场，否则估值仍有下调空间\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020552876\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/890702a9612ac62b7da91453cf6824e4);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街洞察 </p>\n<p class=\"h-time\">2024-03-26 11:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 面临来自传统汽车制造商的日益激烈的竞争，尤其是在美国和中国市场。尽管新能源汽车（NEVs）的整体销量呈上升趋势，但特斯拉的销售趋势却呈现下降态势。公司在中国的工厂减少了产能，同时在华销量和出口均出现同比下降。</p><p>在美国，特斯拉面临来自众多汽车品牌的竞争，这些品牌在2023/2024年的车型中占据了超过10%的市场份额。此外，特斯拉在插电式混合动力车（PHEV）和混合动力车（HEV）市场几乎没有任何份额，而这两个领域的销售增长速度远超纯电动车（BEV）。</p></blockquote><p>市场动态与竞争</p><p>在中国，特斯拉的最大工厂产能为95万辆，但据报道，公司已将工作日减少23%，某些生产线（如电池车间）的停工时间更长。特斯拉2023年1月和2月的中国销售同比分别下降24.42%和11.15%，而同期中国BEV销量却增长了18.06%。</p><p>在美国，特斯拉面临来自传统汽车制造商的激烈竞争，这些制造商几乎涵盖了特斯拉所有三个价格区间的产品。</p><p>产品定位与市场趋势</p><p>特斯拉在美国的市场份额已降至50%左右，而传统汽车制造商的销售额却在逐年稳步增长。在美国，HEVs的销售一直占据主导地位，而PHEVs的市场份额自2019年以来一直在上升，显示出相对于BEVs和HEVs的超常年度增长。</p><p>充电基础设施的分布在美国也极不均匀，这对BEVs的销售构成了更大的阻碍。与此同时，特斯拉的超级充电网络（Supercharger）已向非特斯拉车辆开放，以符合2021年两党基础设施法案的要求。</p><p>战略考量与估值：</p><p>特斯拉的市场策略目前存在明显差距，公司尚未进入PHEVs或HEVs市场，而这些领域的竞争已经非常激烈。特斯拉的BEV市场份额不断受到侵蚀，原因是多家汽车制造商提供了多样化的价值主张、更广泛的经销商/服务网络以及更长久的成功运营历史。</p><p>此外，特斯拉的估值也受到整体销售趋势和市场竞争的影响，其市盈率（P/E）比率较年初下降了28%，但与行业平均水平相比，仍有下调20-45%的空间。</p><p>结论</p><p>特斯拉正处于战略十字路口，需要考虑是否进入PHEVs和HEVs市场，以及是否通过推出高端或豪华车型来提升市场份额和利润率。除非特斯拉很快做出强有力的战略性公告，否则大多数股票分析师对该公司股票评级是合理的。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174058602","content_text":"特斯拉 面临来自传统汽车制造商的日益激烈的竞争，尤其是在美国和中国市场。尽管新能源汽车（NEVs）的整体销量呈上升趋势，但特斯拉的销售趋势却呈现下降态势。公司在中国的工厂减少了产能，同时在华销量和出口均出现同比下降。在美国，特斯拉面临来自众多汽车品牌的竞争，这些品牌在2023/2024年的车型中占据了超过10%的市场份额。此外，特斯拉在插电式混合动力车（PHEV）和混合动力车（HEV）市场几乎没有任何份额，而这两个领域的销售增长速度远超纯电动车（BEV）。市场动态与竞争在中国，特斯拉的最大工厂产能为95万辆，但据报道，公司已将工作日减少23%，某些生产线（如电池车间）的停工时间更长。特斯拉2023年1月和2月的中国销售同比分别下降24.42%和11.15%，而同期中国BEV销量却增长了18.06%。在美国，特斯拉面临来自传统汽车制造商的激烈竞争，这些制造商几乎涵盖了特斯拉所有三个价格区间的产品。产品定位与市场趋势特斯拉在美国的市场份额已降至50%左右，而传统汽车制造商的销售额却在逐年稳步增长。在美国，HEVs的销售一直占据主导地位，而PHEVs的市场份额自2019年以来一直在上升，显示出相对于BEVs和HEVs的超常年度增长。充电基础设施的分布在美国也极不均匀，这对BEVs的销售构成了更大的阻碍。与此同时，特斯拉的超级充电网络（Supercharger）已向非特斯拉车辆开放，以符合2021年两党基础设施法案的要求。战略考量与估值：特斯拉的市场策略目前存在明显差距，公司尚未进入PHEVs或HEVs市场，而这些领域的竞争已经非常激烈。特斯拉的BEV市场份额不断受到侵蚀，原因是多家汽车制造商提供了多样化的价值主张、更广泛的经销商/服务网络以及更长久的成功运营历史。此外，特斯拉的估值也受到整体销售趋势和市场竞争的影响，其市盈率（P/E）比率较年初下降了28%，但与行业平均水平相比，仍有下调20-45%的空间。结论特斯拉正处于战略十字路口，需要考虑是否进入PHEVs和HEVs市场，以及是否通过推出高端或豪华车型来提升市场份额和利润率。除非特斯拉很快做出强有力的战略性公告，否则大多数股票分析师对该公司股票评级是合理的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282118953185288,"gmtCreate":1709905082375,"gmtModify":1709905083870,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282118953185288","repostId":"282104525988152","repostType":1,"repost":{"id":282104525988152,"gmtCreate":1709901639298,"gmtModify":1709901678337,"author":{"id":"3562909664933798","authorId":"3562909664933798","name":"特斯拉","avatar":"https://static.tigerbbs.com/2a10a299123b86d5a56448aaa04336b4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562909664933798","authorIdStr":"3562909664933798"},"themes":[],"title":"纯电走川西，赛博探秘境⚡️梦幻中的壮美风景，川西都能给你！","htmlText":"自驾甘孜，去探索奇峰异石林立的墨石公园 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13:09","market":"us","language":"zh","title":"比亚迪首次登陆韩国市场，三款电动车即将亮相","url":"https://stock-news.laohu8.com/highlight/detail?id=2411328315","media":"IT 商业新闻网","summary":"据ETNews报道，比亚迪将在第三季度首次登陆韩国市场，这也是该品牌首次在韩国推出电动乘用车。　　多款车型：至少三款电...","content":"<html><body><div>\n<p>　　据ETNews报道，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>将在第三季度首次登陆韩国市场，这也是该品牌首次在韩国推出电动乘用车。</p>\n<p>　　多款车型：至少三款电动车预计将亮相</p>\n<p>　　业内人士透露，比亚迪正准备在韩国推出至少三款电动乘用车，其中包括一款电动中型轿车。目前，比亚迪正在接受韩国环境部的性能认证评估，以获取国家补贴。</p>\n<p>　　展示计划：7月将在首尔展出新车</p>\n<p>　　一位电动汽车行业人士表示，比亚迪正在与首尔为中心的经销商合作，计划在7月展出新车。</p>\n<p>　　市场竞争：与现代、起亚、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>竞争不可避免</p>\n<p>　　报道指出，比亚迪在下半年推出电动乘用车后，将在韩国市场与现代、起亚、特斯拉等品牌展开竞争。去年，比亚迪以302万辆成为全球第一大电动汽车制造商，主要在欧洲、亚洲和中国市场取得成功。</p>\n<p>　　市场渗透：电动乘用车或加速在韩国市场渗透</p>\n<p>　　比亚迪此前推出了电动客车和电动卡车，随着电动乘用车的推出，有望加速其在韩国电动汽车市场的渗透。</p>\n<p>　　全球布局：比亚迪在日本市场的成功经验</p>\n<p>　　去年，比亚迪正式进入日本乘用车市场，采取了多项措施，包括自主建立经销商网络和与本土知名经销商和汽车配件销售商达成代理协议。据报道，比亚迪的目标是到2025年在日本每年销售3万辆电动汽车。</p>\n<p><img src=\"http://www.itxinwen.com/uploadfile/2024/0214/20240214011021445.png\"/></p>\n</div></body></html>","source":"itxinwen_highlight","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>比亚迪首次登陆韩国市场，三款电动车即将亮相</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n比亚迪首次登陆韩国市场，三款电动车即将亮相\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-14 13:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.itxinwen.com/car/20240214/145426.html><strong>IT 商业新闻网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据ETNews报道，比亚迪将在第三季度首次登陆韩国市场，这也是该品牌首次在韩国推出电动乘用车。\n　　多款车型：至少三款电动车预计将亮相\n　　业内人士透露，比亚迪正准备在韩国推出至少三款电动乘用车，其中包括一款电动中型轿车。目前，比亚迪正在接受韩国环境部的性能认证评估，以获取国家补贴。\n　　展示计划：7月将在首尔展出新车\n　　一位电动汽车行业人士表示，比亚迪正在与首尔为中心的经销商合作，计划在7月...</p>\n\n<a href=\"http://www.itxinwen.com/car/20240214/145426.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://www.itxinwen.com/uploadfile/2024/0214/thumb_205_0_20240214011021445.png","relate_stocks":{"IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET 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href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/gsnews/2021-04-27/doc-ikmxzfmk9162746.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/3e707b08b9b2e46de2e172fbe3a489c3","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/gsnews/2021-04-27/doc-ikmxzfmk9162746.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130095346","content_text":"封芒视频丨对话被拘5日的特斯拉维权女车主：看守所听到道歉很感动，没想到下午就让我赔车对话被拘5日的特斯拉维权女车主：看守所听到道歉很感动，没想到下午就让我赔车","news_type":1},"isVote":1,"tweetType":1,"viewCount":2670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":949188760,"gmtCreate":1594193223050,"gmtModify":1704204304357,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>港股科技股大涨 市场在卖空？腾讯上午遭卖空超10亿港元经南都记者查阅数据获悉，腾讯港股于昨日(7月7日)全日卖空交易股数为270万股，卖空成交金额为14.11亿港元，占腾讯全日交易额131.3亿港元的10.75%。这意味着，腾讯今日上午交易时间段的卖空金额，已接近昨日全日成交额的七成多。值得关注的是，今日上午港股主板卖空的成交金额近107亿港元，腾讯占了9.56%。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>港股科技股大涨 市场在卖空？腾讯上午遭卖空超10亿港元经南都记者查阅数据获悉，腾讯港股于昨日(7月7日)全日卖空交易股数为270万股，卖空成交金额为14.11亿港元，占腾讯全日交易额131.3亿港元的10.75%。这意味着，腾讯今日上午交易时间段的卖空金额，已接近昨日全日成交额的七成多。值得关注的是，今日上午港股主板卖空的成交金额近107亿港元，腾讯占了9.56%。","text":"$拼多多(PDD)$港股科技股大涨 市场在卖空？腾讯上午遭卖空超10亿港元经南都记者查阅数据获悉，腾讯港股于昨日(7月7日)全日卖空交易股数为270万股，卖空成交金额为14.11亿港元，占腾讯全日交易额131.3亿港元的10.75%。这意味着，腾讯今日上午交易时间段的卖空金额，已接近昨日全日成交额的七成多。值得关注的是，今日上午港股主板卖空的成交金额近107亿港元，腾讯占了9.56%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/949188760","isVote":1,"tweetType":1,"viewCount":2425,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"content":"南都记者今日从香港交易所有关数据获悉，今日上午交易时间段，腾讯的卖空成交股份为193万股，卖空成交金额达10.23亿港元。与此同时，腾讯港股今日续创新高，市值近5.2万亿港元。","text":"南都记者今日从香港交易所有关数据获悉，今日上午交易时间段，腾讯的卖空成交股份为193万股，卖空成交金额达10.23亿港元。与此同时，腾讯港股今日续创新高，市值近5.2万亿港元。","html":"南都记者今日从香港交易所有关数据获悉，今日上午交易时间段，腾讯的卖空成交股份为193万股，卖空成交金额达10.23亿港元。与此同时，腾讯港股今日续创新高，市值近5.2万亿港元。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":913404927,"gmtCreate":1577747724769,"gmtModify":1704336275029,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;可以准备做空了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;可以准备做空了","text":"$蔚来(NIO)$ 可以准备做空了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/913404927","isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317755919024376,"gmtCreate":1718616179348,"gmtModify":1718616180807,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 8.8号以后","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 8.8号以后","text":"$特斯拉(TSLA)$ 8.8号以后","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317755919024376","isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":257030155026560,"gmtCreate":1703784995683,"gmtModify":1703784997201,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"大盘什么时候能回调呢， 天天涨太没意思了","listText":"大盘什么时候能回调呢， 天天涨太没意思了","text":"大盘什么时候能回调呢， 天天涨太没意思了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/257030155026560","isVote":1,"tweetType":1,"viewCount":758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194768462299208,"gmtCreate":1688570896580,"gmtModify":1688570898343,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"经济这么差，下半年想想都知道","listText":"经济这么差，下半年想想都知道","text":"经济这么差，下半年想想都知道","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194768462299208","repostId":"1108982332","repostType":2,"repost":{"id":"1108982332","kind":"news","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":1688570533,"share":"https://www.laohu8.com/m/news/1108982332?lang=&edition=full","pubTime":"2023-07-05 23:22","market":"hk","language":"zh","title":"小鹏汽车持续拉升，下半年交付量有望大幅增长","url":"https://stock-news.laohu8.com/highlight/detail?id=1108982332","media":"老虎资讯综合","summary":"预计第三季度销量为15000辆，第四季度销量将超20000辆。","content":"<html><head></head><body><p>周三，小鹏汽车持续走高，盘中涨幅超8%。消息面上，小鹏汽车总裁表示：预计由于G6的推出，下半年交付量将大幅增长；预计第三季度销量为15,000辆，第四季度销量将超过20,000辆。</p><p>同时，蔚来涨1.3%，理想汽车跌1.11%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86e30063e287f5dea25f17060055523e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>小鹏汽车持续拉升，下半年交付量有望大幅增长</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小鹏汽车持续拉升，下半年交付量有望大幅增长\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\">2023-07-05 23:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三，小鹏汽车持续走高，盘中涨幅超8%。消息面上，小鹏汽车总裁表示：预计由于G6的推出，下半年交付量将大幅增长；预计第三季度销量为15,000辆，第四季度销量将超过20,000辆。</p><p>同时，蔚来涨1.3%，理想汽车跌1.11%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86e30063e287f5dea25f17060055523e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ccf08a65163213fb22b4f94f7fb404e8","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108982332","content_text":"周三，小鹏汽车持续走高，盘中涨幅超8%。消息面上，小鹏汽车总裁表示：预计由于G6的推出，下半年交付量将大幅增长；预计第三季度销量为15,000辆，第四季度销量将超过20,000辆。同时，蔚来涨1.3%，理想汽车跌1.11%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367737522262256,"gmtCreate":1730820173848,"gmtModify":1730820463224,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"<a 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从2020年上市就看好你，帮助定位本拉登","images":[{"img":"https://static.tigerbbs.com/97a20dce61236c2889c2653968eafee6","width":"1080","height":"2423"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367737522262256","isVote":1,"tweetType":1,"viewCount":1297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":367737309933672,"gmtCreate":1730820094597,"gmtModify":1730820096187,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/TSLA 20241108 202.5 PUT\">$TSLA 20241108 202.5 PUT$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/TSLA 20241108 202.5 PUT\">$TSLA 20241108 202.5 PUT$ </a>&nbsp;","text":"$TSLA 20241108 202.5 PUT$","images":[{"img":"https://static.tigerbbs.com/cc1a8740ac2e1482e70b0a445f4319dc","width":"1080","height":"2282"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367737309933672","isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}