今宵醉的个人主页 - 老虎社区

今宵醉

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2020-08-10

什么时候能开始打新啊

抱歉，原内容已删除

2020-08-04

1分钱是什么意思？

证监会核准农夫山泉发行不超过13.8亿股境外上市外资股

2018-05-10

$爱奇艺(IQ)$我到底错过了什么！

2018-05-03

这个股票

$合肥城建(002208)$为什么都没人发帖呢？

2018-03-29

$爱奇艺(IQ)$涨起来，看你的了

2018-03-29

$爱奇艺(IQ)$有没有人申购成功的吱一下

2018-01-11

寺库

寺库今晚会不会飞？

2018-01-09

华尔街最看好阿里，为什么阿里总是在跌，腾讯倒是天天涨，大神们可有高见？

去老虎APP查看更多动态

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href=https://mp.weixin.qq.com/s?__biz=MjM5MTM3NTMwNA==&mid=2660952205&idx=2&sn=a690f5fcc4bba4f8d39de116f1432862&chksm=bdd8c22a8aaf4b3c3dd681f9988263f8428afbef221a8e0fe3263cb81c61c47ead753a8b7e2f&scene=0&xtrack=1><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间8月8日凌晨2点，中国智能汽车公司小鹏汽车正式向美国证监会提交IPO文件，拟于纽交所上市，股票代码为“XPEV”，承销商包括瑞信、摩根大通和美银证券等。小鹏此次IPO发行价区间和发行股份数未定，融资额暂时不确定。在IPO前，小鹏汽车管理层持股达40.9%，其中该公司董事长何小鹏持股31.6%，为最大股东。阿里巴巴持股14.4%，是小鹏汽车最大的外部股东，其它主要股东还包括小米、GGV纪源...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MjM5MTM3NTMwNA==&mid=2660952205&idx=2&sn=a690f5fcc4bba4f8d39de116f1432862&chksm=bdd8c22a8aaf4b3c3dd681f9988263f8428afbef221a8e0fe3263cb81c61c47ead753a8b7e2f&scene=0&xtrack=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/502d479539fc8fd5b143d71b6266de96","relate_stocks":{"NIO":"蔚来","LI":"理想汽车","XPEV":"小鹏汽车"},"source_url":"https://mp.weixin.qq.com/s?__biz=MjM5MTM3NTMwNA==&mid=2660952205&idx=2&sn=a690f5fcc4bba4f8d39de116f1432862&chksm=bdd8c22a8aaf4b3c3dd681f9988263f8428afbef221a8e0fe3263cb81c61c47ead753a8b7e2f&scene=0&xtrack=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110585125","content_text":"北京时间8月8日凌晨2点，中国智能汽车公司小鹏汽车正式向美国证监会提交IPO文件，拟于纽交所上市，股票代码为“XPEV”，承销商包括瑞信、摩根大通和美银证券等。小鹏此次IPO发行价区间和发行股份数未定，融资额暂时不确定。在IPO前，小鹏汽车管理层持股达40.9%，其中该公司董事长何小鹏持股31.6%，为最大股东。阿里巴巴持股14.4%，是小鹏汽车最大的外部股东，其它主要股东还包括小米、GGV纪源资本、晨兴资本。小鹏汽车是掌握从设计、研发到制造全产业环节的智能汽车公司，也是造车新势力中唯一一家同时研发两大平台的公司。同时，小鹏汽车是国内造车新势力中第一家自主研发出自动驾驶软件（硬件基于英伟达Xavier）并将其商业化应用的公司。在智能电动车领域占有一席之地的小鹏汽车，正进一步借助资本的力量，在研发、制造、营销以及服务等全方位提速。美团创始人王兴曾预言，国内造车新势力中剩下有三家，分别是蔚来汽车、理想汽车和小鹏汽车。恰好他心中的造车新势力三强，即将正式相遇美股，与国内外传统车企巨头进行一场真正的较量。小鹏汽车手握筹码要正面与大众、丰田、福特等已成立几十年甚至上百年的车企巨头竞争，从高手如林的汽车市场切蛋糕，这对于初来乍到的造车新势力而言是极其艰巨的挑战。在新能源车市寒流叠加疫情冲击下，今年以来国内新能源汽车销量出现负增长。中汽协的数据显示，今年上半年，我国新能源汽车累计销量达39.3万辆，同比下降37.4%。小鹏汽车2020年上半年交付数量为5489辆，较去年同期7165辆有所下滑，收入也有所缩水。这主要原因受两方面的影响：一是由于首款车G3订单集中到2019年Q2交付，该季度G3销量6723辆，导致基数较高；二是2020年上半年的汽车销量受到了新冠疫情的负面影响。不过，国内新能源车市正在逐步回暖，而小鹏汽车更是凭借第二款新车P7实现强势反弹，正成为小鹏汽车主力车型之一和新的增长点。目前，小鹏在售有小鹏G3、小鹏P7两款车型，截至2020年7月底，小鹏G3累计交付量达18741辆；小鹏P7自2020年6月底开始交付，截至7月底，小鹏P7累计交付量已达1966辆，其中7月交付1641辆。除了产品和销售体系给力之外，这和该公司肇庆工厂强大的爬坡和执行力也有关。小鹏汽车现全资拥有自建的肇庆工厂，目前产能是每年10万辆。小鹏汽车的肇庆工厂生产资质最终尘埃落定，由此补足了小鹏汽车从智能汽车研发到制造，再到销售运营以及售后服务保障全链条的完整性，使其成为造车新势力中为数不多拥有生产资质、自建工厂制造生产的企业。五年来，小鹏汽车卧薪尝胆，坚持自主研发和技术创新，不断提升内功，其核心竞争力是智能，即所有软件自主研发（Xpilot和Xmart OS），加上核心硬件也是自研。这是小鹏的核心差异化，只有软件自研加上核心硬件自研，才能够实现快速迭代，给客户带来不断更新的体验。与此同时，作为造车新势力中唯一一家同时研发两大平台并基于此开发出SUV、轿车两种车型公司，小鹏汽车将来在A+B两个平台的底盘架构上可快速推出新车型。具备持续每年推出多车型新产品的能力的小鹏汽车，能够真正有效控制成本，并通过双平台打造差异化营销策略，覆盖全范围的消费者需求。此外，小鹏汽车不断扩大销售网络以及全国充电网络，已在全国建立147家门店和服务中心，并拥有覆盖全国的超级充电网络，包括114家超充站以及车载导航系统中集成覆盖全国的20万第三方充电桩。叩响智能汽车大门为了在中高端智能电动车市场闯出一条路，小鹏汽车不断投入研发，这是其仍处于亏损状态的主要原因之一。2019年小鹏汽车收入为23.2亿元（人民币，下同），较2018年增长逾238倍，毛利为-5.58亿元，小鹏汽车2019年研发投入为20.7亿元，全年净亏损36.9亿元；2020年上半年，小鹏汽车营收为10.03亿元，毛利为-3611.6万元，毛利率同比大幅收窄，研发投入6.3亿，上半年净亏损7.95亿。小鹏汽车坚持研发投入已获得不少成效，无论从续航、自动驾驶、整车OTA能力方面，与特斯拉基本上处于同一个水平。而与国内同行相比，小鹏汽车是中国唯一一家成功自主研发出可用于商业化的自动驾驶软件系统并实现量产的整车企业。在自动驾驶方面，小鹏的战略是“由下向上”，从底层搭建开始自主研发了L2自动驾驶技术，积累了大量经验和数据，并且在2021年初将达到L3能力。作为全球唯一一家披露自动驾驶使用率的车厂，小鹏汽车目前在国内已经完成了2510万公里的路测信息收集，随着产品不断迭代，小鹏当前拥有最熟悉国内本土化道路的自动驾驶技术。例如，小鹏P7智尊版本，硬件可实现L3自动驾驶，搭载Xavier芯片，算力30tops，较同行的Mobileye Q4高出10倍以上。在智能交互与互联方面，由于背靠阿里，能更快速导入相关小程序，创造智能化应用场景。在自动驾驶功能上，小鹏汽车逐年升级，目前小鹏P7已搭载Xpilot 3.0系统，可实现高速领航、全自动泊车、城市拥挤路段辅助驾驶功能。按计划，小鹏汽车将于2021年实现Xpilot 3.5，2023年实现Xpilot 4.0，拥有面向城市路况的自动辅助驾驶功能。小鹏汽车在技术创新的同时，也加快商业模式创新，推进软件内容收费。以Xpilot 3.0为例，客户在硬件（激光雷达传感器等）基础上，付费购买Xpilot 3.0。目前，在P7订单里，超过50%是选择Xpilot 3.0配置。相比之下，特斯拉FSD选装率全球25%左右。另外，今年6月，小鹏进行优质音乐的OTA升级，第一次在车载系统上对内容进行收费。还有，P7目前支持游戏/视频下载，代表未来小鹏在内容场景上有很丰富的收入机会。三足鼎立格局初现当下，汽车产业加速新四化（电动化、智能化、互联化和共享化）转型。在这百年一遇的变革期，汽车被重新定义，创造着无限的可能。在华国产的特斯拉正迎来史无前例的发展契机，其全球销量猛增，市值在今年一举超过传统车企巨头。今年销量目标仅有50万辆的特斯拉，却比年销量超1000万辆的丰田更受投资者青睐，这意味汽车产业新的格局正在重塑中，智能电动汽车将引领未来。得益于特斯拉的“热效应”，蔚来和理想在资本市场皆受到追捧。目前，这两家在美上市的中国新造车企业的市值皆分别超过140亿美元。趁着投资者对头部智能电动车企业投资热情高涨，小鹏汽车也将加入上市公司之列。值得注意的是，最近业内传出一张小鹏汽车董事长何小鹏、蔚来汽车创始人李斌以及理想汽车创始人李想的合照。在忆苦思变背后，还在一定程度上隐藏着这三人抱团在电动车领域围攻特斯拉以及在燃油车市场蚕食传统车企份额的野心。作为全球最大的汽车市场和最大的新能源汽车市场，中国在2019年的乘用车销量为2110万辆，预计到2025年的乘用车销量将达到2590万辆。从销售分价格带来看，中端-中高端汽车（价格位于10~30万）销量占比最大，约为61%。从电动车市场来看，IHS市场报告显示，2019年国内纯电汽车销量为90万辆，预计2025年国内纯电汽车销量将达到420万辆。2019年，中高端电动车销量为40万辆，市场销量占比为47.2%，预计2025年，中高端纯电动车销量将达到180万辆。各路企业纷纷加大火力争夺中国电动车市场，造车新势力也是其中之一，其头部企业逐渐成长起来，三足鼎立格局初现。与蔚来汽车定位豪华车、主打服务体系，理想汽车主打增程式、解决电动车里程焦虑有所不同，小鹏汽车定位为中高端电动车，致力为成为高性价比的智能化汽车，其汽车电子电气架构最接近特斯拉，主打智能化。小鹏汽车G3指导价在15~20万之间，P7指导价在22.9万~35万之间，主力车型全部落在国内销量最大的中高端乘用车市场，在价格上与其他造车新势力进行差异化竞争。根据IHS市场报告预测，2019~2025年，中高端纯电动车销量年化复合增速为23.2%。在资金、生产、渠道、充电设施等方面已做好准备的小鹏汽车，正发起新一轮攻势。当前，小鹏汽车资金充足，截至2020年二季度，其账上有现金类资产合计21.183亿。此外，小鹏汽车在7月、8月分别完成C+和C++轮融资，融资金额超9.47亿美元，阿里巴巴、高瓴、红杉、卡塔尔投资局等均参与其中。小鹏汽车IPO前预计合计持有现金类资产超85亿人民币。 接下来，小鹏汽车借助华尔街资本的力量，将加速在智能电动车赛道上实现弯道超车。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":945658478,"gmtCreate":1596552335894,"gmtModify":1704212669670,"author":{"id":"3453160525866208","authorId":"3453160525866208","name":"今宵醉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453160525866208","authorIdStr":"3453160525866208"},"themes":[],"htmlText":"1分钱是什么意思？","listText":"1分钱是什么意思？","text":"1分钱是什么意思？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/945658478","repostId":"1171048315","repostType":4,"isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":188708,"gmtCreate":1525967368820,"gmtModify":1704892831142,"author":{"id":"3453160525866208","authorId":"3453160525866208","name":"今宵醉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453160525866208","authorIdStr":"3453160525866208"},"themes":[],"htmlText":"$爱奇艺(IQ)$我到底错过了什么！","listText":"$爱奇艺(IQ)$我到底错过了什么！","text":"$爱奇艺(IQ)$我到底错过了什么！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188708","isVote":1,"tweetType":1,"viewCount":1378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":183450,"gmtCreate":1525329725986,"gmtModify":1704892371300,"author":{"id":"3453160525866208","authorId":"3453160525866208","name":"今宵醉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453160525866208","authorIdStr":"3453160525866208"},"themes":[],"title":"这个股票","htmlText":"$合肥城建(002208)$为什么都没人发帖呢？","listText":"$合肥城建(002208)$为什么都没人发帖呢？","text":"$合肥城建(002208)$为什么都没人发帖呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/183450","isVote":1,"tweetType":1,"viewCount":2290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173472,"gmtCreate":1522338549277,"gmtModify":1704891072067,"author":{"id":"3453160525866208","authorId":"3453160525866208","name":"今宵醉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453160525866208","authorIdStr":"3453160525866208"},"themes":[],"htmlText":"$爱奇艺(IQ)$涨起来，看你的了","listText":"$爱奇艺(IQ)$涨起来，看你的了","text":"$爱奇艺(IQ)$涨起来，看你的了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173472","isVote":1,"tweetType":1,"viewCount":929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":144088,"gmtCreate":1515679411443,"gmtModify":1704887333196,"author":{"id":"3453160525866208","authorId":"3453160525866208","name":"今宵醉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453160525866208","authorIdStr":"3453160525866208"},"themes":[],"title":"寺库","htmlText":"寺库今晚会不会飞？","listText":"寺库今晚会不会飞？","text":"寺库今晚会不会飞？","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144088","isVote":1,"tweetType":1,"viewCount":1338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":142765,"gmtCreate":1515508955174,"gmtModify":1704887154597,"author":{"id"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