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2023-12-13

美联储降息预期

查看详情：美联储降息预期美联储降息预期加速升温，对市场有何影响？此帖仅开放于中国大陆用户

美联储降息预期

2023-10-19

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公司百科：蔚来汽车

2023-06-16

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直播：蔚来ET5旅行版发布会

2023-06-10

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直播：蔚来2023Q1业绩电话会议

2022-12-10

是

宝马2023年加快触电计划2030年销量一半是纯电动车

2022-07-01

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锂电万亿双雄背后的首富们

2021-03-31

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2021-02-22

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直播：千万老铁如何造就百亿快手

2021-01-30

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直播：特斯拉2020Q4业绩电话会议

2021-01-09

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直播：蔚来NIO Day 2020

2020-12-02

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三张图看懂国产“造车新势力”最新成绩单

2020-12-01

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2020-11-30

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2020-10-30

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2020-09-23

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2020-09-02

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2020-09-02

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2020-08-27

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直播：造车新势力上市小鹏汽车有哪些筹码

2020-08-13

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2020-08-13

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h":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":251672427515912,"gmtCreate":1702480789899,"gmtModify":1703729837079,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"美联储降息预期","htmlText":"查看详情： <a href=\"https://www.itigerup.com/marketing/ratecuts?actionID=df09b25a93c0fcfabc810aac6c145f09&amp;skin=1&amp;os=iOS&amp;account_id=949774&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=e7500eb4522347107ea8af3d4a3bc0c8&amp;invite=YKRVI&amp;lang=zh_CN\">美联储降息预期</a> 美联储降息预期加速升温，对市场有何影响？ 此帖仅开放于中国大陆用户","listText":"查看详情： <a href=\"https://www.itigerup.com/marketing/ratecuts?actionID=df09b25a93c0fcfabc810aac6c145f09&amp;skin=1&amp;os=iOS&amp;account_id=949774&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=e7500eb4522347107ea8af3d4a3bc0c8&amp;invite=YKRVI&amp;lang=zh_CN\">美联储降息预期</a> 美联储降息预期加速升温，对市场有何影响？ 此帖仅开放于中国大陆用户","text":"查看详情： 美联储降息预期 美联储降息预期加速升温，对市场有何影响？ 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251672427515912","isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":231917128110328,"gmtCreate":1697650304662,"gmtModify":1697650305816,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/231917128110328","repostId":"100163","repostType":12,"repost":{"id":100163,"title":"蔚来汽车","desc":"国产电动汽车制造公司","author":"小虎周报","cate_id":1,"img_url":"https://static.tigerbbs.com/4af360aed204c106bbf8876fcaea6fd6","content":"<p><span>2014年成立至今，蔚来</span><a href=\"https://laohu8.com/S/NIO\" target=\"_blank\"><a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a></a><span>秉承了新型车企的特质，从发布英文品牌“NIO”、全新Logo，到量产车ES8首次揭开面纱、旗舰超跑蔚来EP9开启预售，这个过程仅耗时不到三年，成为进展最快的造车新势力企业。</span></p><p><span>除了专注造车外，蔚来还努力打造一站式汽车服务体验，蔚来体验中心NIO house、全球首创的电能服务体系NIO power等形成了未来自己的汽车生态系统。</span></p><h2><span>业务模式</span></h2><p><span>如今，国内新能源汽车公司如雨后春笋般出现，尽管每一家企业的商业逻辑不尽相同，但大多数依旧主打中低端市场，而蔚来汽车逐渐建立起独特的以服务用户为核心的商业模型，即“造车+用户+服务”。</span></p><h3><span><b>用户端</b></span><span>。</span></h3><p><span>蔚来汽车以汽车为中心，通过NIO APP连接起商家和用户，及时的进行分享和沟通，满足用户最及时的需求。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/8e57bcae2d338510aa5de31b530e588f\" /><span></span></p><p><span>数据来源：NIO APP</span></p><h3><span><b>服务端。</b></span></h3><p><span>而在线下通过遍布全国各地的NIO house体验店，进一步提升了用户的行驶和购车体验。利用“涟漪模式”效应，即利用核心用户向其周边进行口碑传播，从无到有创造了自己的核心“死忠粉”，不断拓展用户群体。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/6252b40aa371b2ccc6993ddb34e53c26\" /><span></span></p><p><span>蔚来汽车目前提供的服务远超4s店，车主在体验过蔚来汽车的服务之后，也会极大的增加对于蔚来汽车的客户黏性。</span></p><p><span>在销售渠道方面，蔚来汽车效仿特斯拉的直营模式，通过官方app和直营专卖店进行销售，可以充分掌握用户数据，与用户形成良好的互动，并以此为基础构建蔚来汽车基于汽车的生态链。</span></p><p><span>但与特斯拉不同是，蔚来汽车电动汽车只是“入口”，就像腾讯以微信社交为入口做游戏，最终都是要为用户创造一个基于用户圈的生态系统。</span></p><h2><span><b>卖车+服务收入。</b></span></h2><h3><span>1.</span><span><b>卖车收入。</b></span></h3><p><span>目前ES8的补贴前售价44.80-54.80万元，若采用电池租赁方案，加上补贴，顶配车型在38万元。这个定价有别于国内其他新能源汽车公司的市场定位，很显然目标是中高端市场，利润率水平是相对较高的。</span><span><b>差异化竞争策略也是蔚来汽车的一大优势。</b></span></p><p><span></span><img src=\"https://static.tigerbbs.com/4c27756c54f5f25328b8c99d7db75830\" /><span></span></p><h3><span>2.</span><span><b>服务收入。</b></span></h3><p><span>服务收入相当可观，主要包括三个方面：电池租赁，能量无忧，服务无忧。电池租赁即ES8采用现在少付10万元、未来每个月多付1280元的电池租用政策，降低了购车门槛，同时缓解了电池可持续性问题，这与特斯拉采取的预售等策略截然相反，究其原因，是蔚来汽车的盈利和现金流压力并没有特斯拉那么大。而能量无忧与服务无忧都是在此基础上的增值服务。</span></p><h3><span>3.</span><span><b>换电模式的可行性与持续性。</b></span></h3><p><span>那么何谓换电模式？换电模式是通过更高昂的费用和缩小应用场景（车型）来换取更高的效率。</span><span><b>简而言之，就是将电池从汽车剥离</b></span><span>。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/d817653f4f6670ef44a7ca63f02707d7\" /></p><h3>4.<b>两面性</b></h3><p><span>优点是，消费者将不再需要100%支付电池价格，转而通过电池租用方案、购买换电套餐等方式，实现车辆的低成本拥有和使用，购车价格的减少无疑将降低消费者的购车门槛。</span></p><p><span>缺点是，电池占整车售价的比重是很高的，车企放弃电池销售对公司营收冲击很大，并且换电模式在实际应用起来会存在很多困难，由车企主导的换电模式很难形成统一的标准，规模有限，覆盖率很成问题。</span></p><p><span>此外，国家的现行补贴标准是按照电池续航里程和电池密度等指标设定的，如果采取车电价值分离模式，意味着无法再得到补贴，在补贴尚未完全退出的时候推广这项模式，企业将更加难以控制成本。</span></p><p><span>最早推出换电模式的公司是Better Place，最终由于投资成本过高、发展过于缓慢而宣布破产。特斯拉也大力推行过换电模式，最终也因昂贵的价格和糟糕的服务体验而收场。蔚来将换电模式作为主要一个差异化竞争的策略，这种模式能持续多久还不得而知。</span></p><h2><span>行业分析</span></h2><p><span>中国新能源汽车产销量已连续三年居世界首位，从产业规模来看，2009年中国新能源汽车产销不足500辆，2018年预计将达到150万辆，近几年维持高增速增长。</span></p><p><span>根据中国汽车工业协会的数据显示，1－6月累计销售新能汽车约41.2万辆，同比增长112％。其中，造车新势力的销量为4544辆，仅占比1.3%。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/3dc9108a5558cf5348f6a9a055edaa8a\" /><span></span></p><p><span>车道越宽，竞争当然更加激烈。这种竞争既来自传统燃油车、新能源车企，也来自国外的新能源汽车品牌，并且，目前我国新能源汽车与传统燃油车没有明显的竞争优势，与国际上先进的新能源汽车也仍然有较大差距。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/f6c9daa6080019175f084fec4498324f\" /><span></span></p><p><span></span><img src=\"https://static.tigerbbs.com/2abbbc529c6a8731fff91a299c01ea84\" /><span></span></p><p><span>需注意的是，上半年有销量的造车新势力只有云度新能源汽车、电咖汽车以及小鹏汽车，而此前业内呼声比较高的蔚来汽车和威马汽车虽然旗下的新车已经上市且有订单，但此次公布的销量数据中并没有出现。上文中提到，截止8月28日，蔚来一共生产出2200台ES8，已交付1381台。</span></p><p><span>要知道，2017年全年特斯拉在华销量为1.49万辆，也仅占中国纯电动汽车市场份额的3%，其在华营收占全球总营收的17%，对于刚刚量产的蔚来汽车来说可谓路漫漫其修远兮。</span></p><p><span>然而，特斯拉在华全系车型价格大涨会对其在华销量造成不利影响，而这对国内中高档新能源汽车是个利好机会，蔚来汽车正是瞄准了国内中高端市场的空当。</span></p><h2><span>热门车型参数</span></h2><p><span></span><img src=\"https://static.tigerbbs.com/453dcd8e715efa96c17bcfd5f1944d10\" /><span></span></p><p><span>不论是车型定位还是价格区间，差异化竞争一直是蔚来汽车的核心观念。尤其是定价，国产新能源汽车价格一般是从20-30万不等，或者更低。特斯拉牢牢占据着高端市场，而蔚来选择进军40-50万的中端市场还是相对明智的。</span></p><h2>财务事件</h2><p>2019年9月24日蔚来汽车发布19Q2财报，在营收超预期（15.08亿元vs预期13.09亿元）的情况下，亏损较去年同期增长83%至32.85亿美元（vs预期29.44亿元），成本超支、业务现金流低于预期等因素导致蔚来股价于财报当日暴跌20%。<img src=\"https://static.tigerbbs.com/0c4efe90460179eb9cd64db5e597b36b\" /></p><p>李斌表示，公司将不得不在今年年底前完成全球裁员2,000人，并对公司将进行更多重组，一些非核心业务将被剥离，以控制现金流。</p><h3><span>风险提示</span></h3><p><span>1. 国内新能源汽车市场（OEMs）竞争日趋激烈的风险</span></p><p><span>2. 中国考虑进一步削减对电动汽车补贴的风险</span></p><p><span>3. 独一无二的商业模式的可持续性与行政风险</span></p><p><span>4. 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13:14","market":"us","language":"zh","title":"宝马2023年加快触电 计划2030年销量一半是纯电动车","url":"https://stock-news.laohu8.com/highlight/detail?id=2290640315","media":"第一财经","summary":"宝马明年加快触电，计划2030年销量一半是纯电动车宝马集团12月8日宣布，2023年在中国市场推出的纯电动产品将达到11款，届时宝马将拥有全面的纯电产品线，覆盖几乎所有细分市场。按照规划，宝马集团将于2025年在全球交付200万辆纯电动车，同年将推出在全新构架平台上打造的“新世代”车型。到2030年，宝马集团50%的销量将来自纯电动车型，这将推动纯电动车累计销量达1000万辆。","content":"<div>\n<p>原标题：宝马明年加快触电，计划2030年销量一半是纯电动车宝马集团12月8日宣布，2023年在中国市场推出的纯电动产品将达到11款，届时宝马将拥有全面的纯电产品线，覆盖几乎所有细分市场。按照规划，宝马集团将于2025年在全球交付200万辆纯电动车，同年将推出在全新构架平台上打造的“新世代”车型。到2030年，宝马集团50%的销量将来自纯电动车型，这将推动纯电动车累计销量达1000万辆。此外，...</p>\n\n<a href=\"https://tech.ifeng.com/c/8LbO4YJ9kbR\">Web Link</a>\n\n</div>\n","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\" 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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宝马2023年加快触电 计划2030年销量一半是纯电动车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-09 13:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8LbO4YJ9kbR><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：宝马明年加快触电，计划2030年销量一半是纯电动车宝马集团12月8日宣布，2023年在中国市场推出的纯电动产品将达到11款，届时宝马将拥有全面的纯电产品线，覆盖几乎所有细分市场。按照规划，宝马集团将于2025年在全球交付200万辆纯电动车，同年将推出在全新构架平台上打造的“新世代”车型。到2030年，宝马集团50%的销量将来自纯电动车型，这将推动纯电动车累计销量达1000万辆。此外，...</p>\n\n<a href=\"https://tech.ifeng.com/c/8LbO4YJ9kbR\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","BK4534":"瑞士信贷持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4555":"新能源车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) 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Motorrad都市出行系列也将全面电动化。目前，宝马在中国市场推出的电动车共有5款，包括宝马iX、宝马i4、国产宝马iX3、宝马i3和即将上市的宝马i7。宝马明年将在中国市场国产iX1，定价可能在30万元以上，这一定位可能与特斯拉Model Y形成竞争。今年以来，中国电动车市场快速增长。乘联会数据显示，今年前11月新能源乘用车批发销量达574.2万辆，同比增长104.6%。在11月份，新能源车的渗透率已经达到了36.3%。不过，自主品牌和特斯拉为新能源市场贡献了绝大多数销量。而传统豪华品牌和主流合资品牌在电动车领域的表现相对欠佳，从整个市场来看，目前燃油豪华品牌的品牌溢价尚未传导到电动汽车市场上。一方面，传统豪华品牌此前两年在中国市场推出的电动车产品较少，同时产品迭代速度相对较慢。另一方面，智能化水平缺失，无法迎合中国用户对于电动化产品的需求，被认为是外资品牌纯电动汽车无法复现燃油产品强势表现的重要原因。和传统燃油车时代，在人机工程学、底盘舒适性等领域进行本地化改良不同，中国用户领先全球的智能化需求，对海外车企提出了挑战。麦肯锡的研究报告显示，中国市场消费者更在乎智能化上的体验，超过80%的中国消费者认为自动驾驶和智能互联功能对他们而言非常重要。豪华品牌正加快在产品和智能化技术领域的本土化布局。2023年起，宝马、奔驰和奥迪推出的电动车产品开始增多，但撬动市场仍需要一个过程。宝马等车企今年在中国市场投产了电动车生产基地，同时在最为核心的电池领域开始加大投资。不久前，宝马宣布沈阳生产基地将进行动力电池生产的大规模扩建，该项目投资总额达100亿元。此外，宝马、奥迪、奔驰和大众汽车等均在北京、上海等地设立了研发中心，从事自动驾驶、数字化、软件等相关业务，同时与本土科技企业合作，通过战略合作或入股的方式打造本地生态系统。从整个市场来看，特斯拉抢夺了部分豪华车市场。此外，国内造车新势力推出的部分车型价格与豪华车有所重叠。蔚来汽车推出的首款车型ES8的起售价格就逼近50万元。自成立之初，蔚来对标的就是传统燃油车豪华品牌的头部阵营。理想汽车推出的旗下第二款车型L9售价进入了40万元以上的豪车市场，小鹏汽车的旗舰车型小鹏G9也已经上市，该车起售价在30万元以上。不过，蔚来、理想和小鹏等造车新势力今年的表现并不稳定，个别月份的销量出现下降，国内电动车市场格局还未稳定。业内认为，从宝马、奥迪和奔驰的规划来看，2025年是一个关键的时间节点。自2025年起，宝马集团将推出“新世代”车型，新车型将率先使用大圆柱电芯。2025年起奔驰所有新发布的车型架构也将均为纯电平台，其每款车型都将提供纯电版本选择，同时将推出3个全新纯电车型架构平台。LMC汽车市场咨询(上海)有限公司总经理曾志凌认为，外资车企在新能源方面有技术储备，只不过之前较为谨慎。传统豪华品牌产销规模大，采购议价的能力比较强，这样比较容易降低成本。随着电动车发展，优势会慢慢凸显。","news_type":1},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":681968408,"gmtCreate":1656624633209,"gmtModify":1704865412743,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"值得品味","listText":"值得品味","text":"值得品味","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681968408","repostId":"2247888191","repostType":2,"repost":{"id":"2247888191","pubTimestamp":1656588821,"share":"https://www.laohu8.com/m/news/2247888191?lang=&edition=full","pubTime":"2022-06-30 19:33","market":"us","language":"zh","title":"锂电万亿双雄背后的首富们","url":"https://stock-news.laohu8.com/highlight/detail?id=2247888191","media":"华尔街见闻","summary":"新能源还火多久？","content":"<html><body><p><img src=\"https://wpimg.wallstcn.com/1303573e-9fff-4c8e-ac88-ff9a54afadac.jpg\"/></p>\n<p>自“宁王”之后，国内新能源产业链迎来第二位万亿新贵--<a href=\"https://laohu8.com/S/002594\">比亚迪</a>。</p>\n<p>6月13日开始，比亚迪股价达到358.86元，总市值1.02万亿，并在6月23 日攀至1.029万亿的阶段性高点，不仅成为国内锂电万亿双雄之一，更跻身全球车企TOP3，市值仅位列<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、丰田之后，是该榜单前十名中唯一一家中国汽车制造商。</p>\n<p>要知道在2020年初，比亚迪的股价还不到50元，2年多时间就翻了近8倍，这的确令人惊叹。</p>\n<p>无论是宁王，还是迪王，它们的突然爆红，股价飙升，一切都是拜新能源产业的爆发所赐。</p>\n<p>而在它们背后，一系列押注这个产业链的人都赚得盆满钵满，迎来人生巅峰。从<a href=\"https://laohu8.com/S/300750\">宁德时代</a>的曾毓群到比亚迪二股东吕向阳，都身家暴涨，站到了聚光灯下；还有许多各省市的新晋首富们，都和锂电产业链有关。</p>\n<p>新能源的这一波造富热潮，似乎比房地产和互联网更快更猛。而人们不确定的是，新能源时代的传奇，能比两个行业更持久还是更短暂？</p>\n<h2>突然的暴富</h2>\n<p>在比亚迪迈入万亿俱乐部后，王传福身家也水涨船高，以1万亿市值计算，王传福17.64%的股权对应的身价已超过1800亿元。</p>\n<p>此外，原本低调的吕向阳也一夜成名。吕向阳是比亚迪的第二大股东，王传福的表哥。 根据比亚迪最新的股东列表，截至今年5月20日，吕向阳合计持有比亚迪3.93亿股，占亚迪总股本的13.51%，仅次于王传福的17.64%。</p>\n<p>目前吕向阳实际所持的<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>，价值超过1300亿元，坐上了2022年广州首富的宝座。身价相当于1.8个何小鹏、或2.6个许家印。</p>\n<p>20多年前，吕向阳在王传福创业的艰难时期，分别投下两笔250万、1660万元的资金，从此与比亚迪深度绑定，最终为他带来今日的财富。</p>\n<p>而另一家万亿之王宁德时代，更是一部快速造富机器。据 2022 新财富 500 富人榜，宁德时代的曾毓群和黄世霖首次进入该榜前 10 名，今年，除了曾毓群和黄世霖位居前十，宁德时代的裴振华、李平、陈琼香、吴映明等4名自然人股东均上榜，6人总财富达6700亿元。其中曾毓群以 3348.2 亿元排名第二，仅次于全国首富钟睒睒，“二马”也只得屈居其后。</p>\n<p>不仅如此，宁德时代概念股中还有 37 人登榜。根据新财富榜单统计，宁德时代上下游企业共计涌现出 50 多位富豪，占据榜单的 1/10 以上，造富能力连阿里和<a href=\"https://laohu8.com/S/00700\">腾讯</a>都“自愧不如”。</p>\n<p>在新能源原材料领域，<a href=\"https://laohu8.com/S/002460\">赣锋锂业</a>的李良彬以365亿元身家，进入胡润全球富豪榜，问鼎江西首富。</p>\n<p>“锂业双雄”中的另一家<a href=\"https://laohu8.com/S/002466\">天齐锂业</a>，由蒋卫平在1997年创立，并即将登陆港股实现两地上市，且有望成为今年港股最大 IPO，董事长蒋卫平也以485亿元的身价，进入2022胡润全球富豪榜。</p>\n<p>车企方面，据胡润《2022全球富豪榜》显示，新能源汽车前十里就有5名中国人、另有4人来自特斯拉。</p>\n<p>其中，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>创始人何小鹏，以700亿元身家成为中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车行业首富，仅次于特斯拉CEO马斯克，全球排名第二；同样来自小鹏汽车的创始人夏珩，也位列前十；榜单中还有<a href=\"https://laohu8.com/S/LI\">理想汽车</a>创始人李想、蔚来汽车创始人李斌、以及最近冲击港股IPO的威马汽车创始人沈晖。</p>\n<p>可以说，以上这些人几乎都是在这两三年就间突然暴富，身家从几百亿到上千亿，是他们从未想过的梦境一般的人生；而他们，也都曾经历过创业的艰难和过程中的迷茫，但坚持和赌到现在，让他们赶上了新能源的好时候，得到了时代的馈赠。</p>\n<h2>新能源之火</h2>\n<p>宁德时代和比亚迪、特斯拉们的造富故事，映射了一个新黄金行业的崛起。</p>\n<p>2020 年以来，随着 “双碳” 战略的实施和新能源汽车市场的持续火爆，光伏和锂电行业出现了量价齐升的盛况，尤其是锂电产业，造就了宁德时代、<a href=\"https://laohu8.com/S/002812\">恩捷股份</a>、<a href=\"https://laohu8.com/S/01772\">赣锋锂业</a>等一众千亿甚至万亿的巨头，也把背后的曾毓群、李晓明、李良彬等人推向了福建、云南和江西等省级的首富。</p>\n<p>作为中国民营经济发展的晴雨表，各类富豪榜真切、直观地反映了经济和产业的兴衰，就在2018 年以前，富豪榜上最风光的莫过于房地产大佬和互联网大佬。</p>\n<p>在楼市高热的2017、2018年，房地产行业包揽了胡润百富榜前5中名的3席，包括许家印、杨惠妍和王健林家族，剩下两席由互联网当家的“二马”包办。</p>\n<p>不过随着楼市进入低迷期，开发商的好日子到头了；互联网也进入了流量红利衰退、业务缩表之时。如今新能源遮盖了房地产和互联网的光芒。</p>\n<p>在全球各国碳中和战略的影响下，新能源行业仍在加速狂奔。根据乘联会数据，世界狭义（插混、纯电动、氢等燃料电池）新能源汽车销量猛增 73%，1-4 月共售出 256 万辆。</p>\n<p>乘联会秘书长崔东树表示，今年（1-4月）中国新能源车销量创历史新高，占比全球57%高位水平，连续 7 年位居全球第一。新能源汽车已进入放量期。</p>\n<p>时代的车轮滚滚向前，带领人们发掘出一片新的“白色金矿”，也让许多人因此暴富。正被投资者捧入万亿市值的比亚迪、宁德时代，快速的造梦故事从此而生；一年飙涨十倍的碳酸锂，无数的人也为之疯狂。</p>\n<p>不过巴菲特曾言，“别人恐惧时我贪婪，别人贪婪时我恐惧”，狂热中往往也隐含着风险，新能源产业链的暴涨，还能持续多久？那些轻易上升的身家财富，又能留下多少？</p>\n<p>无论是锂矿、电池厂商还是车企、自动驾驶公司，他们的股价和身家暴涨，全部都是来自于新能源政策的支持、消费需求的爆发，去年350万辆的销售，是这一切的基础。</p>\n<p>但现在，值得警惕的是，新能源产业链的各个环节都出现了“大跃进”的现象，产能规划和输出都是天量级别。</p>\n<p>首先是上游的锂矿行业。这两年高锂价让矿企吃到了红利，各矿场也在积极扩产，全球产能大增。招行研究院预测，2023-2025 年，随着产能快速释放，供给将大于需求，锂价会出现阶段性回落，这会影响如今高涨的锂矿企业股价预期。</p>\n<p>中层的电池商，装机榜单的TOP10也基本上是老面孔，已进入存量竞争，宁王的时市场份额也在下滑。而在市值快速冲上万亿之后，宁德时代和比亚迪还有多大的增长空间？</p>\n<p>终端车企的竞争更为惨烈。蔚小理等新势力层出不穷，老牌车企迅速加入电动车战团，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、华为、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、小米等科技公司也要分一杯羹，市场上的电动车已经多到让消费者无从选择。</p>\n<p>对此，<a href=\"https://laohu8.com/S/600958\">东方证券</a>指出，3-5 年新能源红利期结束后，部分产品力较弱的车企会逐渐被淘汰。</p>\n<p>拉长时间来看，房地产、互联网从兴起到天花板显现，走过的是一段长达二三十年的发展道路。而新能源产业的爆发就在这几年间，被透支“催熟”的产业和市场边界似乎已经出现。</p>\n<p>今年一季度，电动车的渗透率已经达到破纪录的21.1%，5月又再次攀高到逾27%，王传福预测到今年底这一数字可攀至35%。</p>\n<p>按照这样的增速，新能源产业将很快从成长期奔向由市场头部“垄断”的成熟期，届时将陷入增长的瓶颈，到达天花板。</p>\n<p>事实上，今年开年新能源板块的大回调，就已经给市场提了一次醒。那段时间，宁德时代的股价从最高约700元，跌至5月9日376元的最低点，较顶峰时蒸发了近一半。</p>\n<p>玩家们和首富们都希望，新能源产业的盛宴，能持续得更长一点，自己的财富能更多一点。但最终，潮水退去，总能看到谁在裸泳。</p></body></html>","source":"wallstreetcn_api","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>锂电万亿双雄背后的首富们</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锂电万亿双雄背后的首富们\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-30 19:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3663511><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自“宁王”之后，国内新能源产业链迎来第二位万亿新贵--比亚迪。\n6月13日开始，比亚迪股价达到358.86元，总市值1.02万亿，并在6月23 日攀至1.029万亿的阶段性高点，不仅成为国内锂电万亿双雄之一，更跻身全球车企TOP3，市值仅位列特斯拉、丰田之后，是该榜单前十名中唯一一家中国汽车制造商。\n要知道在2020年初，比亚迪的股价还不到50元，2年多时间就翻了近8倍，这的确令人惊叹。\n无论是...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3663511\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1580":"烟草概念","03333":"中国恒大","BK1149":"通信设备","BK1575":"同股不同权","BK1607":"新IT概念","BK1589":"北水核心资产","BK4534":"瑞士信贷持仓","BK1515":"抗疫概念","BK1594":"碳中和概念股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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日攀至1.029万亿的阶段性高点，不仅成为国内锂电万亿双雄之一，更跻身全球车企TOP3，市值仅位列特斯拉、丰田之后，是该榜单前十名中唯一一家中国汽车制造商。\n要知道在2020年初，比亚迪的股价还不到50元，2年多时间就翻了近8倍，这的确令人惊叹。\n无论是宁王，还是迪王，它们的突然爆红，股价飙升，一切都是拜新能源产业的爆发所赐。\n而在它们背后，一系列押注这个产业链的人都赚得盆满钵满，迎来人生巅峰。从宁德时代的曾毓群到比亚迪二股东吕向阳，都身家暴涨，站到了聚光灯下；还有许多各省市的新晋首富们，都和锂电产业链有关。\n新能源的这一波造富热潮，似乎比房地产和互联网更快更猛。而人们不确定的是，新能源时代的传奇，能比两个行业更持久还是更短暂？\n突然的暴富\n在比亚迪迈入万亿俱乐部后，王传福身家也水涨船高，以1万亿市值计算，王传福17.64%的股权对应的身价已超过1800亿元。\n此外，原本低调的吕向阳也一夜成名。吕向阳是比亚迪的第二大股东，王传福的表哥。 根据比亚迪最新的股东列表，截至今年5月20日，吕向阳合计持有比亚迪3.93亿股，占亚迪总股本的13.51%，仅次于王传福的17.64%。\n目前吕向阳实际所持的比亚迪股份，价值超过1300亿元，坐上了2022年广州首富的宝座。身价相当于1.8个何小鹏、或2.6个许家印。\n20多年前，吕向阳在王传福创业的艰难时期，分别投下两笔250万、1660万元的资金，从此与比亚迪深度绑定，最终为他带来今日的财富。\n而另一家万亿之王宁德时代，更是一部快速造富机器。据 2022 新财富 500 富人榜，宁德时代的曾毓群和黄世霖首次进入该榜前 10 名，今年，除了曾毓群和黄世霖位居前十，宁德时代的裴振华、李平、陈琼香、吴映明等4名自然人股东均上榜，6人总财富达6700亿元。其中曾毓群以 3348.2 亿元排名第二，仅次于全国首富钟睒睒，“二马”也只得屈居其后。\n不仅如此，宁德时代概念股中还有 37 人登榜。根据新财富榜单统计，宁德时代上下游企业共计涌现出 50 多位富豪，占据榜单的 1/10 以上，造富能力连阿里和腾讯都“自愧不如”。\n在新能源原材料领域，赣锋锂业的李良彬以365亿元身家，进入胡润全球富豪榜，问鼎江西首富。\n“锂业双雄”中的另一家天齐锂业，由蒋卫平在1997年创立，并即将登陆港股实现两地上市，且有望成为今年港股最大 IPO，董事长蒋卫平也以485亿元的身价，进入2022胡润全球富豪榜。\n车企方面，据胡润《2022全球富豪榜》显示，新能源汽车前十里就有5名中国人、另有4人来自特斯拉。\n其中，小鹏汽车创始人何小鹏，以700亿元身家成为中国新能源汽车行业首富，仅次于特斯拉CEO马斯克，全球排名第二；同样来自小鹏汽车的创始人夏珩，也位列前十；榜单中还有理想汽车创始人李想、蔚来汽车创始人李斌、以及最近冲击港股IPO的威马汽车创始人沈晖。\n可以说，以上这些人几乎都是在这两三年就间突然暴富，身家从几百亿到上千亿，是他们从未想过的梦境一般的人生；而他们，也都曾经历过创业的艰难和过程中的迷茫，但坚持和赌到现在，让他们赶上了新能源的好时候，得到了时代的馈赠。\n新能源之火\n宁德时代和比亚迪、特斯拉们的造富故事，映射了一个新黄金行业的崛起。\n2020 年以来，随着 “双碳” 战略的实施和新能源汽车市场的持续火爆，光伏和锂电行业出现了量价齐升的盛况，尤其是锂电产业，造就了宁德时代、恩捷股份、赣锋锂业等一众千亿甚至万亿的巨头，也把背后的曾毓群、李晓明、李良彬等人推向了福建、云南和江西等省级的首富。\n作为中国民营经济发展的晴雨表，各类富豪榜真切、直观地反映了经济和产业的兴衰，就在2018 年以前，富豪榜上最风光的莫过于房地产大佬和互联网大佬。\n在楼市高热的2017、2018年，房地产行业包揽了胡润百富榜前5中名的3席，包括许家印、杨惠妍和王健林家族，剩下两席由互联网当家的“二马”包办。\n不过随着楼市进入低迷期，开发商的好日子到头了；互联网也进入了流量红利衰退、业务缩表之时。如今新能源遮盖了房地产和互联网的光芒。\n在全球各国碳中和战略的影响下，新能源行业仍在加速狂奔。根据乘联会数据，世界狭义（插混、纯电动、氢等燃料电池）新能源汽车销量猛增 73%，1-4 月共售出 256 万辆。\n乘联会秘书长崔东树表示，今年（1-4月）中国新能源车销量创历史新高，占比全球57%高位水平，连续 7 年位居全球第一。新能源汽车已进入放量期。\n时代的车轮滚滚向前，带领人们发掘出一片新的“白色金矿”，也让许多人因此暴富。正被投资者捧入万亿市值的比亚迪、宁德时代，快速的造梦故事从此而生；一年飙涨十倍的碳酸锂，无数的人也为之疯狂。\n不过巴菲特曾言，“别人恐惧时我贪婪，别人贪婪时我恐惧”，狂热中往往也隐含着风险，新能源产业链的暴涨，还能持续多久？那些轻易上升的身家财富，又能留下多少？\n无论是锂矿、电池厂商还是车企、自动驾驶公司，他们的股价和身家暴涨，全部都是来自于新能源政策的支持、消费需求的爆发，去年350万辆的销售，是这一切的基础。\n但现在，值得警惕的是，新能源产业链的各个环节都出现了“大跃进”的现象，产能规划和输出都是天量级别。\n首先是上游的锂矿行业。这两年高锂价让矿企吃到了红利，各矿场也在积极扩产，全球产能大增。招行研究院预测，2023-2025 年，随着产能快速释放，供给将大于需求，锂价会出现阶段性回落，这会影响如今高涨的锂矿企业股价预期。\n中层的电池商，装机榜单的TOP10也基本上是老面孔，已进入存量竞争，宁王的时市场份额也在下滑。而在市值快速冲上万亿之后，宁德时代和比亚迪还有多大的增长空间？\n终端车企的竞争更为惨烈。蔚小理等新势力层出不穷，老牌车企迅速加入电动车战团，苹果、华为、百度、小米等科技公司也要分一杯羹，市场上的电动车已经多到让消费者无从选择。\n对此，东方证券指出，3-5 年新能源红利期结束后，部分产品力较弱的车企会逐渐被淘汰。\n拉长时间来看，房地产、互联网从兴起到天花板显现，走过的是一段长达二三十年的发展道路。而新能源产业的爆发就在这几年间，被透支“催熟”的产业和市场边界似乎已经出现。\n今年一季度，电动车的渗透率已经达到破纪录的21.1%，5月又再次攀高到逾27%，王传福预测到今年底这一数字可攀至35%。\n按照这样的增速，新能源产业将很快从成长期奔向由市场头部“垄断”的成熟期，届时将陷入增长的瓶颈，到达天花板。\n事实上，今年开年新能源板块的大回调，就已经给市场提了一次醒。那段时间，宁德时代的股价从最高约700元，跌至5月9日376元的最低点，较顶峰时蒸发了近一半。\n玩家们和首富们都希望，新能源产业的盛宴，能持续得更长一点，自己的财富能更多一点。但最终，潮水退去，总能看到谁在裸泳。","news_type":1},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354132754,"gmtCreate":1617150426278,"gmtModify":1617150426278,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354132754","repostId":"2123129894","repostType":2,"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369370799,"gmtCreate":1614006258811,"gmtModify":1614006258811,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369370799","repostId":"16107004104822","repostType":17,"repost":{"id":458,"live_id":"16107004104822","type":0,"live_form":0,"category_id":4,"category_name":"IPO观察室","material_type":0,"regions":[1],"title":"千万老铁如何造就百亿快手","title_en":"","status":3,"abstract_en":[],"description_html":"","description_html_en":"","source_url":"https://lpl27170.laohu8.com/live/kuaishou.m3u8","video_url":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/2a4fab605285890813090400418/J3vLYwKfTF8A.mp4","live_img_url":"https://static.tigerbbs.com/bfc23aebc4486cda8bffe554c81d2dde","live_img_url_en":"","activate_content":true,"expected_time":1611318600391,"time_remain":-110047094203,"start_time":0,"end_time":0,"user_counter":"121388","symbols":[],"speaker_info":[],"abstract":["短视频第一股来了！估值500亿美元的快手护城河是什么？如何真正理解快手的价值？","【讲师介绍】金洪运：某知名公司行业研究员，曾任上市公司战略分析师。主要从事游戏、TMT、消费等领域的行业研究及相关个股分析，拥有十年以上的丰富投资经验。","【内容要点】 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22:20","market":"us","language":"zh","title":"三张图看懂国产“造车新势力”最新成绩单","url":"https://stock-news.laohu8.com/highlight/detail?id=2088777679","media":"第一财经","summary":"股价近两个月涨幅均实现翻倍销量不断攀升的同时，“造车新势力”们的股价也在走高。这意味着，“造车新势力”至少已经告别了“卖一辆亏一辆”的困境。也有机构“力挺”造车新势力，新时代证券表示，国内新能源汽车新车型密集推出，海外补贴加码，助力新能源汽车消费回暖，预计整体新能源汽车行业继续保持向上态势。","content":"<div>\n<p>随着国内关于新能源汽车扶持政策的不断出台，蔚来、小鹏、理想汽车这三家美股市场上的中概股新能源车企业绩也纷纷报喜。交付量均创下“年内新高”近两日，蔚来、小鹏、理想汽车先后发布11月交付数据，全部创下2020年单月交付量新高。数据显示，蔚来汽车11月共交付新车5291台，继10月后再超五千台，连续第四个月创品牌单月交付数新高。小鹏汽车11月单月总交付量达到4224台，同比增长342%，创下2020年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020120222213779a83066&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n三张图看懂国产“造车新势力”最新成绩单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-02 22:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020120222213779a83066&s=b><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着国内关于新能源汽车扶持政策的不断出台，蔚来、小鹏、理想汽车这三家美股市场上的中概股新能源车企业绩也纷纷报喜。交付量均创下“年内新高”近两日，蔚来、小鹏、理想汽车先后发布11月交付数据，全部创下2020年单月交付量新高。数据显示，蔚来汽车11月共交付新车5291台，继10月后再超五千台，连续第四个月创品牌单月交付数新高。小鹏汽车11月单月总交付量达到4224台，同比增长342%，创下2020年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020120222213779a83066&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a641899d158b6ab663d7d69913893106","relate_stocks":{"NIO":"蔚来","LI":"理想汽车","XPEV":"小鹏汽车"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020120222213779a83066&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2088777679","content_text":"随着国内关于新能源汽车扶持政策的不断出台，蔚来、小鹏、理想汽车这三家美股市场上的中概股新能源车企业绩也纷纷报喜。交付量均创下“年内新高”近两日，蔚来、小鹏、理想汽车先后发布11月交付数据，全部创下2020年单月交付量新高。数据显示，蔚来汽车11月共交付新车5291台，继10月后再超五千台，连续第四个月创品牌单月交付数新高。小鹏汽车11月单月总交付量达到4224台，同比增长342%，创下2020年新高。理想ONE11月则交付4646辆，环比增长25.8%，再创单月交付量纪录、2020年新高。股价近两个月涨幅均实现翻倍销量不断攀升的同时，“造车新势力”们的股价也在走高。从10月开始，蔚来、小鹏和理想汽车的股价便开始不断飙升。截至12月1日收盘，与9月30日收盘价相比，蔚来汽车股价涨幅达113.8%，市值超过610亿美元；小鹏汽车涨幅为178.8%，市值超370亿美元；理想汽车涨幅为100.5%，市值超290亿美元。盈利之路“道阻且长”从交付量来看，蔚来、理想、小鹏汽车似乎“风光无限”，但根据财报，三家车企仍走在亏损的路上，距离整体盈利仍有较长的路要走。数据显示，理想汽车依靠增程式电动汽车解决方案，在一定程度上控制了成本，亏损幅度较小；但蔚来和小鹏汽车，仍然亏损较大。蔚来2020年第三季度净亏损11.88亿元；小鹏汽车净亏损11.49亿元，与去年同期净亏损7.763亿元相比，同比扩大。但好消息是，目前三家车企的状况已有所好转，毛利率均已实现转正。数据显示，蔚来汽车在今年第二季度毛利率转正，第三季度销售毛利率为12.94%；理想汽车则是“造车新势力”中第一家毛利率转正的车企，今年第三季度，公司销售毛利率为19.78%；小鹏汽车则在今年第三季度毛利率首次转正，为4.6%。这意味着，“造车新势力”至少已经告别了“卖一辆亏一辆”的困境。“造车新势力”后市如何走？近期，著名做空机构香橼资本发报告称，蔚来股价太高，应该“腰斩”至25美元/股。对此，海通证券称，随着10月新能源汽车销量翻倍，新能源汽车概念受到了资本追捧，业内认可新能源汽车以后的发展趋势，给较少上市的造车新势力企业更好的估值。但最近行业二级市场股价的调整，叠加香橼公司做空报告，无疑给行业降温。该机构表示，新能源汽车的发展方向或许是明确的，但是发展的过程是波折的，行业格局还会有很大的变化，中短期机会与风险凸显。前期新能源汽车板块火热，相关产业链上市公司经过此前的快速炒作多数个股均积累了不小的涨幅，短期估值处于相对高位，不少资金有获利了结的需求，短期价值回归趋势明显。也有机构“力挺”造车新势力，新时代证券表示，国内新能源汽车新车型密集推出，海外补贴加码，助力新能源汽车消费回暖，预计整体新能源汽车行业继续保持向上态势。中银证券认为，疫情冲击国内2020年上半年销量，下半年需求明显回暖，蔚来、理想、威马、小鹏等造车新势力异军突起，销量表现亮眼；国内补贴政策延续，长期规划引领行业发展，新车型密集推出有望刺激2021年需求。","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398327168,"gmtCreate":1606833704254,"gmtModify":1703844761578,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398327168","repostId":"2088741543","repostType":2,"isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391269612,"gmtCreate":1606709786836,"gmtModify":1703843903073,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391269612","repostId":"2086342437","repostType":2,"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308790958,"gmtCreate":1604065545274,"gmtModify":1703831918463,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308790958","repostId":"2078659679","repostType":2,"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975742738,"gmtCreate":1600851795124,"gmtModify":1703822695946,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/975742738","repostId":"16007433424155","repostType":17,"isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971415952,"gmtCreate":1599027854476,"gmtModify":1704221102797,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大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小鹏汽车手持几大“王牌”?","description_html_en":"","source_url":"https://live-events-sh.xiaopeng.com/caster/80236783787a4f49933a16dc4e6d5b36_lhd.m3u8","video_url":"https://1254107296.vod2.myqcloud.com/b9972fcfvodtranscq1254107296/e0c2a1ce5285890806885072143/v.f100030.mp4","live_img_url":"https://static.tigerbbs.com/87646061dec07eeebf0bf5c59705f221","live_img_url_en":"","activate_content":true,"expected_time":1598529600599,"time_remain":-122836094098,"start_time":0,"end_time":0,"user_counter":"185586","symbols":[],"speaker_info":[],"abstract":[]},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947212973,"gmtCreate":1597328934892,"gmtModify":1704215411131,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947212973","repostId":"2057334346","repostType":2,"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947216896,"gmtCreate":1597328873415,"gmtModify":1704215410441,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947216896","repostId":"2057317200","repostType":2,"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":251672427515912,"gmtCreate":1702480789899,"gmtModify":1703729837079,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"美联储降息预期","htmlText":"查看详情： <a href=\"https://www.itigerup.com/marketing/ratecuts?actionID=df09b25a93c0fcfabc810aac6c145f09&amp;skin=1&amp;os=iOS&amp;account_id=949774&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=e7500eb4522347107ea8af3d4a3bc0c8&amp;invite=YKRVI&amp;lang=zh_CN\">美联储降息预期</a> 美联储降息预期加速升温，对市场有何影响？ 此帖仅开放于中国大陆用户","listText":"查看详情： <a href=\"https://www.itigerup.com/marketing/ratecuts?actionID=df09b25a93c0fcfabc810aac6c145f09&amp;skin=1&amp;os=iOS&amp;account_id=949774&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=e7500eb4522347107ea8af3d4a3bc0c8&amp;invite=YKRVI&amp;lang=zh_CN\">美联储降息预期</a> 美联储降息预期加速升温，对市场有何影响？ 此帖仅开放于中国大陆用户","text":"查看详情： 美联储降息预期 美联储降息预期加速升温，对市场有何影响？ 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251672427515912","isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":231917128110328,"gmtCreate":1697650304662,"gmtModify":1697650305816,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/231917128110328","repostId":"100163","repostType":12,"repost":{"id":100163,"title":"蔚来汽车","desc":"国产电动汽车制造公司","author":"小虎周报","cate_id":1,"img_url":"https://static.tigerbbs.com/4af360aed204c106bbf8876fcaea6fd6","content":"<p><span>2014年成立至今，蔚来</span><a href=\"https://laohu8.com/S/NIO\" target=\"_blank\"><a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a></a><span>秉承了新型车企的特质，从发布英文品牌“NIO”、全新Logo，到量产车ES8首次揭开面纱、旗舰超跑蔚来EP9开启预售，这个过程仅耗时不到三年，成为进展最快的造车新势力企业。</span></p><p><span>除了专注造车外，蔚来还努力打造一站式汽车服务体验，蔚来体验中心NIO house、全球首创的电能服务体系NIO power等形成了未来自己的汽车生态系统。</span></p><h2><span>业务模式</span></h2><p><span>如今，国内新能源汽车公司如雨后春笋般出现，尽管每一家企业的商业逻辑不尽相同，但大多数依旧主打中低端市场，而蔚来汽车逐渐建立起独特的以服务用户为核心的商业模型，即“造车+用户+服务”。</span></p><h3><span><b>用户端</b></span><span>。</span></h3><p><span>蔚来汽车以汽车为中心，通过NIO APP连接起商家和用户，及时的进行分享和沟通，满足用户最及时的需求。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/8e57bcae2d338510aa5de31b530e588f\" /><span></span></p><p><span>数据来源：NIO APP</span></p><h3><span><b>服务端。</b></span></h3><p><span>而在线下通过遍布全国各地的NIO house体验店，进一步提升了用户的行驶和购车体验。利用“涟漪模式”效应，即利用核心用户向其周边进行口碑传播，从无到有创造了自己的核心“死忠粉”，不断拓展用户群体。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/6252b40aa371b2ccc6993ddb34e53c26\" /><span></span></p><p><span>蔚来汽车目前提供的服务远超4s店，车主在体验过蔚来汽车的服务之后，也会极大的增加对于蔚来汽车的客户黏性。</span></p><p><span>在销售渠道方面，蔚来汽车效仿特斯拉的直营模式，通过官方app和直营专卖店进行销售，可以充分掌握用户数据，与用户形成良好的互动，并以此为基础构建蔚来汽车基于汽车的生态链。</span></p><p><span>但与特斯拉不同是，蔚来汽车电动汽车只是“入口”，就像腾讯以微信社交为入口做游戏，最终都是要为用户创造一个基于用户圈的生态系统。</span></p><h2><span><b>卖车+服务收入。</b></span></h2><h3><span>1.</span><span><b>卖车收入。</b></span></h3><p><span>目前ES8的补贴前售价44.80-54.80万元，若采用电池租赁方案，加上补贴，顶配车型在38万元。这个定价有别于国内其他新能源汽车公司的市场定位，很显然目标是中高端市场，利润率水平是相对较高的。</span><span><b>差异化竞争策略也是蔚来汽车的一大优势。</b></span></p><p><span></span><img src=\"https://static.tigerbbs.com/4c27756c54f5f25328b8c99d7db75830\" /><span></span></p><h3><span>2.</span><span><b>服务收入。</b></span></h3><p><span>服务收入相当可观，主要包括三个方面：电池租赁，能量无忧，服务无忧。电池租赁即ES8采用现在少付10万元、未来每个月多付1280元的电池租用政策，降低了购车门槛，同时缓解了电池可持续性问题，这与特斯拉采取的预售等策略截然相反，究其原因，是蔚来汽车的盈利和现金流压力并没有特斯拉那么大。而能量无忧与服务无忧都是在此基础上的增值服务。</span></p><h3><span>3.</span><span><b>换电模式的可行性与持续性。</b></span></h3><p><span>那么何谓换电模式？换电模式是通过更高昂的费用和缩小应用场景（车型）来换取更高的效率。</span><span><b>简而言之，就是将电池从汽车剥离</b></span><span>。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/d817653f4f6670ef44a7ca63f02707d7\" /></p><h3>4.<b>两面性</b></h3><p><span>优点是，消费者将不再需要100%支付电池价格，转而通过电池租用方案、购买换电套餐等方式，实现车辆的低成本拥有和使用，购车价格的减少无疑将降低消费者的购车门槛。</span></p><p><span>缺点是，电池占整车售价的比重是很高的，车企放弃电池销售对公司营收冲击很大，并且换电模式在实际应用起来会存在很多困难，由车企主导的换电模式很难形成统一的标准，规模有限，覆盖率很成问题。</span></p><p><span>此外，国家的现行补贴标准是按照电池续航里程和电池密度等指标设定的，如果采取车电价值分离模式，意味着无法再得到补贴，在补贴尚未完全退出的时候推广这项模式，企业将更加难以控制成本。</span></p><p><span>最早推出换电模式的公司是Better Place，最终由于投资成本过高、发展过于缓慢而宣布破产。特斯拉也大力推行过换电模式，最终也因昂贵的价格和糟糕的服务体验而收场。蔚来将换电模式作为主要一个差异化竞争的策略，这种模式能持续多久还不得而知。</span></p><h2><span>行业分析</span></h2><p><span>中国新能源汽车产销量已连续三年居世界首位，从产业规模来看，2009年中国新能源汽车产销不足500辆，2018年预计将达到150万辆，近几年维持高增速增长。</span></p><p><span>根据中国汽车工业协会的数据显示，1－6月累计销售新能汽车约41.2万辆，同比增长112％。其中，造车新势力的销量为4544辆，仅占比1.3%。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/3dc9108a5558cf5348f6a9a055edaa8a\" /><span></span></p><p><span>车道越宽，竞争当然更加激烈。这种竞争既来自传统燃油车、新能源车企，也来自国外的新能源汽车品牌，并且，目前我国新能源汽车与传统燃油车没有明显的竞争优势，与国际上先进的新能源汽车也仍然有较大差距。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/f6c9daa6080019175f084fec4498324f\" /><span></span></p><p><span></span><img src=\"https://static.tigerbbs.com/2abbbc529c6a8731fff91a299c01ea84\" /><span></span></p><p><span>需注意的是，上半年有销量的造车新势力只有云度新能源汽车、电咖汽车以及小鹏汽车，而此前业内呼声比较高的蔚来汽车和威马汽车虽然旗下的新车已经上市且有订单，但此次公布的销量数据中并没有出现。上文中提到，截止8月28日，蔚来一共生产出2200台ES8，已交付1381台。</span></p><p><span>要知道，2017年全年特斯拉在华销量为1.49万辆，也仅占中国纯电动汽车市场份额的3%，其在华营收占全球总营收的17%，对于刚刚量产的蔚来汽车来说可谓路漫漫其修远兮。</span></p><p><span>然而，特斯拉在华全系车型价格大涨会对其在华销量造成不利影响，而这对国内中高档新能源汽车是个利好机会，蔚来汽车正是瞄准了国内中高端市场的空当。</span></p><h2><span>热门车型参数</span></h2><p><span></span><img src=\"https://static.tigerbbs.com/453dcd8e715efa96c17bcfd5f1944d10\" /><span></span></p><p><span>不论是车型定位还是价格区间，差异化竞争一直是蔚来汽车的核心观念。尤其是定价，国产新能源汽车价格一般是从20-30万不等，或者更低。特斯拉牢牢占据着高端市场，而蔚来选择进军40-50万的中端市场还是相对明智的。</span></p><h2>财务事件</h2><p>2019年9月24日蔚来汽车发布19Q2财报，在营收超预期（15.08亿元vs预期13.09亿元）的情况下，亏损较去年同期增长83%至32.85亿美元（vs预期29.44亿元），成本超支、业务现金流低于预期等因素导致蔚来股价于财报当日暴跌20%。<img src=\"https://static.tigerbbs.com/0c4efe90460179eb9cd64db5e597b36b\" /></p><p>李斌表示，公司将不得不在今年年底前完成全球裁员2,000人，并对公司将进行更多重组，一些非核心业务将被剥离，以控制现金流。</p><h3><span>风险提示</span></h3><p><span>1. 国内新能源汽车市场（OEMs）竞争日趋激烈的风险</span></p><p><span>2. 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21:11","market":"us","language":"en","title":"Here comes the next shoe to drop for Nikola","url":"https://stock-news.laohu8.com/highlight/detail?id=2088741543","media":"Yahoo Finance","summary":"With General Motors (GM) no longer forking over $2 billion in cash to the money-losing electric truc","content":"<html><body><p>With General Motors (GM) no longer forking over $2 billion in cash to the money-losing electric truck startup Nikola (NKLA), the company may have to move up its timeline to raise capital so it could ramp up production and deliver semi-trucks to customers.</p>\n<p>Nikola said on Monday it revised the terms of a prior deal with GM, and that the auto giant won’t be taking a stake in Nikola. The two companies will not work together to produce Nikola’s pickup truck, the Badger. Under the revised terms of the new non-binding agreement, GM will supply its Hydrotec fuel-cell system for Nikola’s commercial semi-trucks.</p>\n<p>Nikola’s shares plunged 26% on the session. Shares fell another 6% in pre-market trading on Tuesday as investors reassessed the company’s near-term prospects.</p>\n<p>Dan Ives of Wedbush Securities told clients in a note the news “will be viewed as a clear negative.”</p>\n<p>“This went from a game changer deal for Nikola to a good supply partnership but nothing to write home about and the Street will be disappointed accordingly along with lingering lockup worries,” Ives wrote.</p>\n<p>Ives reiterated his Underperform rating and $15 price target on Nikola’s stock.</p>\n<p>Investor attention now turns to new Nikola CEO and veteran manufacturing executive Mark Russell, who will have to likely move faster than he would have liked to raise fresh capital.</p>\n<p>“We have said in our investor materials for some time — most of the year actually — we would do <a href=\"https://laohu8.com/S/AONE\">one</a> more capital raise that would involve an equity raise. And that would be sometime in the next 12 to 18 months. We would do that opportunistically based on market conditions. So standby on that. That’s going to be our plan. We will plan to go back to the market for <a href=\"https://laohu8.com/S/AONE.U\">one</a> more tranche of equity and we will do that when the conditions are best for that,” Russell told Yahoo Finance Live in early November prior to the GM deal revision.</p>\n<figure>\n<img credit=\"NurPhoto via Getty Images\" crediturl=\"\" height=\"3648\" src=\"https://s.yimg.com/os/creatr-images/2020-07/d698fee0-cdbf-11ea-9fdf-0ab3d9054c5d\" width=\"5472\"/>\n<figcaption>\n  In this illustration is displayed on a smartphone's screen the company logo of <a href=\"https://laohu8.com/S/NKLA\">Nikola Corporation</a>, which specialises in hydrogen-powered truck design and manufacture, is shown on the screen of a smartphone in front of a blue backdrop of the global stock markets and worldwide indices in Frankfurt, Germany, on 12th June, 2020. It is one of the global companies that develops and manufactures fuel cell products powered by hydrogen in the current alternative energy market. (Photo Illustration by Alexander Pohl/NurPhoto via Getty Images)\n </figcaption>\n</figure>\n<p>While Nikola ended the third quarter with $907 million in cash, it could be burned through quickly given the company’s losses ($235 million operating loss through the third quarter) and infrastructure build out plans. In August, Nikola broke ground on a 1 million-square-foot, $600 million manufacturing plant in Arizona. The plant is the linchpin in Nikola beginning to address a backlog of semi-truck orders reportedly north of 14,000. Finishing the plant and building giant electric trucks from it will require a great deal of cash.</p>\n<p>Further capital will likely be needed to support the rollout of semi-truck charging stations because as of now, Nikola hasn’t secured a partner for them.</p>\n<p>“We believe a capital raise is in the cards as with GM scaling down its partnership we see Nikola needing to tap the capital markets to strengthen its cash position. The company has major ambitions which require significant resources and partnerships over the coming years to accomplish its hydrogen fuel cell goals,” Ives told Yahoo Finance via email.</p>\n<p>Given Nikola has never produced a truck, has never turned a profit and has endured a trying few months of headlines (from the exit of founder Trevor Milton to an SEC inquiry) any capital injection could be on very unfriendly terms for shareholders.</p>\n<p><em><strong>Brian Sozzi</strong></em><em><strong> is an editor-at-large and </strong></em><em><strong>anchor at Yahoo Finance</strong></em><em><strong>. Follow Sozzi on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> </strong></em><em><strong>@BrianSozzi</strong></em><em><strong> and on </strong></em><em><strong>LinkedIn</strong></em><em><strong>.</strong></em></p>\n<p><strong>What’s hot from Sozzi:</strong></p>\n<ul>\n<li><p><strong>HP CEO: here’s how our business is trending during the pandemic</strong></p></li>\n</ul>\n<ul>\n<li><p><strong>Lululemon founder: retail will rally back after the pandemic</strong></p></li>\n</ul>\n<ul>\n<li><p><strong>Walmart CEO: the lack of stimulus is taking its toll</strong></p></li>\n</ul>\n<ul>\n<li><p><strong>Senator Ted Cruz: big tech is drunk on power</strong></p></li>\n</ul>\n<ul>\n<li><p><strong><a href=\"https://laohu8.com/S/IBM\">IBM</a> CEO: here’s why we just made a landmark business move</strong></p></li>\n<li><p><strong>Peloton founder: here’s one of my biggest 15 year goals</strong></p></li>\n</ul>\n<p><em><strong>Watch Yahoo Finance’s live programming on </strong></em><em><strong>Verizon FIOS channel 604</strong></em><em><strong>, </strong></em><em><strong>Apple TV</strong></em><em><strong>, </strong></em><em><strong>Amazon Fire TV</strong></em><em><strong>, </strong></em><em><strong>Roku</strong></em><em><strong>, Samsung TV, Pluto TV, and </strong></em><em><strong>YouTube</strong></em><em><strong>. Online catch Yahoo Finance on </strong></em><em><strong>Twitter</strong></em><em><strong>, </strong></em><em><strong><a href=\"https://laohu8.com/S/FB\">Facebook</a></strong></em><em><strong>, </strong></em><em><strong>Instagram</strong></em><em><strong>, </strong></em><em><strong>Flipboard</strong></em><em><strong>, </strong></em><em><strong>SmartNews</strong></em><em><strong>, </strong></em><em><strong>LinkedIn</strong></em><em><strong>, and </strong></em><em><strong>reddit</strong></em><em><strong>.</strong></em></p></body></html>","source":"yahoofinance","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>Here comes the next shoe to drop for Nikola</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\">\nHere comes the next shoe to drop for Nikola\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-01 21:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/here-comes-the-next-shoe-to-drop-for-nikola-131122816.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With General Motors (GM) no longer forking over $2 billion in cash to the money-losing electric truck startup Nikola (NKLA), the company may have to move up its timeline to raise capital so it could ...</p>\n\n<a href=\"https://finance.yahoo.com/news/here-comes-the-next-shoe-to-drop-for-nikola-131122816.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/Fx3MDRqFvTppXFP.Cyshcw--~B/aD0zNjQ4O3c9NTQ3MjthcHBpZD15dGFjaHlvbg--/https://s.yimg.com/os/creatr-images/2020-07/d698fee0-cdbf-11ea-9fdf-0ab3d9054c5d","relate_stocks":{"XPEV":"小鹏汽车","GM":"通用汽车","F":"福特汽车","NKLA":"Nikola Corporation","TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://finance.yahoo.com/news/here-comes-the-next-shoe-to-drop-for-nikola-131122816.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2088741543","content_text":"With General Motors (GM) no longer forking over $2 billion in cash to the money-losing electric truck startup Nikola (NKLA), the company may have to move up its timeline to raise capital so it could ramp up production and deliver semi-trucks to customers.\nNikola said on Monday it revised the terms of a prior deal with GM, and that the auto giant won’t be taking a stake in Nikola. The two companies will not work together to produce Nikola’s pickup truck, the Badger. Under the revised terms of the new non-binding agreement, GM will supply its Hydrotec fuel-cell system for Nikola’s commercial semi-trucks.\nNikola’s shares plunged 26% on the session. Shares fell another 6% in pre-market trading on Tuesday as investors reassessed the company’s near-term prospects.\nDan Ives of Wedbush Securities told clients in a note the news “will be viewed as a clear negative.”\n“This went from a game changer deal for Nikola to a good supply partnership but nothing to write home about and the Street will be disappointed accordingly along with lingering lockup worries,” Ives wrote.\nIves reiterated his Underperform rating and $15 price target on Nikola’s stock.\nInvestor attention now turns to new Nikola CEO and veteran manufacturing executive Mark Russell, who will have to likely move faster than he would have liked to raise fresh capital.\n“We have said in our investor materials for some time — most of the year actually — we would do one more capital raise that would involve an equity raise. And that would be sometime in the next 12 to 18 months. We would do that opportunistically based on market conditions. So standby on that. That’s going to be our plan. We will plan to go back to the market for one more tranche of equity and we will do that when the conditions are best for that,” Russell told Yahoo Finance Live in early November prior to the GM deal revision.\n\n\n\n  In this illustration is displayed on a smartphone's screen the company logo of Nikola Corporation, which specialises in hydrogen-powered truck design and manufacture, is shown on the screen of a smartphone in front of a blue backdrop of the global stock markets and worldwide indices in Frankfurt, Germany, on 12th June, 2020. It is one of the global companies that develops and manufactures fuel cell products powered by hydrogen in the current alternative energy market. (Photo Illustration by Alexander Pohl/NurPhoto via Getty Images)\n \n\nWhile Nikola ended the third quarter with $907 million in cash, it could be burned through quickly given the company’s losses ($235 million operating loss through the third quarter) and infrastructure build out plans. In August, Nikola broke ground on a 1 million-square-foot, $600 million manufacturing plant in Arizona. The plant is the linchpin in Nikola beginning to address a backlog of semi-truck orders reportedly north of 14,000. Finishing the plant and building giant electric trucks from it will require a great deal of cash.\nFurther capital will likely be needed to support the rollout of semi-truck charging stations because as of now, Nikola hasn’t secured a partner for them.\n“We believe a capital raise is in the cards as with GM scaling down its partnership we see Nikola needing to tap the capital markets to strengthen its cash position. The company has major ambitions which require significant resources and partnerships over the coming years to accomplish its hydrogen fuel cell goals,” Ives told Yahoo Finance via email.\nGiven Nikola has never produced a truck, has never turned a profit and has endured a trying few months of headlines (from the exit of founder Trevor Milton to an SEC inquiry) any capital injection could be on very unfriendly terms for shareholders.\nBrian Sozzi is an editor-at-large and anchor at Yahoo Finance. Follow Sozzi on Twitter @BrianSozzi and on LinkedIn.\nWhat’s hot from Sozzi:\n\nHP CEO: here’s how our business is trending during the pandemic\n\n\nLululemon founder: retail will rally back after the pandemic\n\n\nWalmart CEO: the lack of stimulus is taking its toll\n\n\nSenator Ted Cruz: big tech is drunk on power\n\n\nIBM CEO: here’s why we just made a landmark business move\nPeloton founder: here’s one of my biggest 15 year goals\n\nWatch Yahoo Finance’s live programming on Verizon FIOS channel 604, Apple TV, Amazon Fire TV, Roku, Samsung TV, Pluto TV, and YouTube. Online catch Yahoo Finance on Twitter, Facebook, Instagram, Flipboard, SmartNews, LinkedIn, and reddit.","news_type":1},"isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391269612,"gmtCreate":1606709786836,"gmtModify":1703843903073,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391269612","repostId":"2086342437","repostType":2,"repost":{"id":"2086342437","pubTimestamp":1606480263,"share":"https://www.laohu8.com/m/news/2086342437?lang=&edition=full","pubTime":"2020-11-27 20:31","market":"hk","language":"zh","title":"戴姆勒、吉利考虑将中国作为混合动力系统的生产中心","url":"https://stock-news.laohu8.com/highlight/detail?id=2086342437","media":"汽车信息网","summary":"戴姆勒和吉利表示，中国可能会成为为沃尔沃和奔驰汽车共同开发的混合动力总成的制造和出口枢纽。两家公司在联合新闻稿中说，这些发动机将在中国和欧洲生产，吉利和戴姆勒将在工程，采购和生产方面进行合作。吉利是中国最国际知名的汽车制造商。该发动机将用于混合动力系统，并在欧洲和中国生产。吉利和北极星拒绝置评。","content":"<html><body><article><p>戴姆勒和吉利表示，中国可能会成为为沃尔沃和奔驰汽车共同开发的混合动力总成的制造和出口<a href=\"https://laohu8.com/S/HUBG\">枢纽</a>。</p><p>戴姆勒本周早些时候表示，它将与吉利合作，制造用于混合动力汽车的下一代内燃机。两家公司在联合新闻稿中说，这些发动机将在中国和欧洲生产，吉利和戴姆勒将在工程，采购和生产方面进行合作。</p><p>该新闻稿进一步说：“从中国出口发动机是一种选择。”</p><p>梅赛德斯-奔驰(Mercedes-Benz)的目标是到2030年，其乘用车销售的一半以上由插电式混合动力车或纯电动汽车组成。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201127204034839d246ckosrbdk9xc\"/><p>吉利是中国最国际知名的汽车制造商。它拥有沃尔沃汽车和莲花，普腾的近一半和戴姆勒的9.7%。通过全资拥有的Polestar公司，该公司在西部城市成都生产低产量的Polestar 1混合动力性能汽车，在东部的台州生产Polestar 2体积的轿车。</p><p>戴姆勒发言人说：“两家公司计划开发一种高效的模块化发动机。”该发动机将用于混合动力系统，并在欧洲和中国生产。</p><p>一位不愿透露姓名的知情人士说，模块化发动机将在吉利和戴姆勒的不同品牌的汽车上使用，因为两家公司仍处于开发发动机的早期阶段。</p><p>吉利控股集团总裁，<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>集团总裁兼首席执行官安从辉表示：“该项目反映了对规模经济的需求，以及对清洁，高效动力总成和混合动力驱动系统及其应用的有针对性的研发投资。”</p><p>根据吉利网站上的文件，吉利还计划在西部城市重庆建设一家年产能达30,000辆电动汽车的工厂，该工厂由一家全资，新注册的公司运营。吉利和<a href=\"https://laohu8.com/S/PII\">北极星</a>拒绝置评。该计划出台之时，包括宝马公司和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在内的外国汽车制造商在全球最大的市场上扩大了电动汽车的生产，在当地采购了主要的电动汽车零部件，例如电池，甚至还出口了自己制造的部分汽车。</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>戴姆勒、吉利考虑将中国作为混合动力系统的生产中心</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戴姆勒、吉利考虑将中国作为混合动力系统的生产中心\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-27 20:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011272040357a3bdc82&s=b><strong>汽车信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>戴姆勒和吉利表示，中国可能会成为为沃尔沃和奔驰汽车共同开发的混合动力总成的制造和出口枢纽。戴姆勒本周早些时候表示，它将与吉利合作，制造用于混合动力汽车的下一代内燃机。两家公司在联合新闻稿中说，这些发动机将在中国和欧洲生产，吉利和戴姆勒将在工程，采购和生产方面进行合作。该新闻稿进一步说：“从中国出口发动机是一种选择。”梅赛德斯-奔驰(Mercedes-Benz)的目标是到2030年，其乘用车销售的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011272040357a3bdc82&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/431bc32c61991963aae176a1ed8a3a68","relate_stocks":{"00175":"吉利汽车"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011272040357a3bdc82&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2086342437","content_text":"戴姆勒和吉利表示，中国可能会成为为沃尔沃和奔驰汽车共同开发的混合动力总成的制造和出口枢纽。戴姆勒本周早些时候表示，它将与吉利合作，制造用于混合动力汽车的下一代内燃机。两家公司在联合新闻稿中说，这些发动机将在中国和欧洲生产，吉利和戴姆勒将在工程，采购和生产方面进行合作。该新闻稿进一步说：“从中国出口发动机是一种选择。”梅赛德斯-奔驰(Mercedes-Benz)的目标是到2030年，其乘用车销售的一半以上由插电式混合动力车或纯电动汽车组成。吉利是中国最国际知名的汽车制造商。它拥有沃尔沃汽车和莲花，普腾的近一半和戴姆勒的9.7%。通过全资拥有的Polestar公司，该公司在西部城市成都生产低产量的Polestar 1混合动力性能汽车，在东部的台州生产Polestar 2体积的轿车。戴姆勒发言人说：“两家公司计划开发一种高效的模块化发动机。”该发动机将用于混合动力系统，并在欧洲和中国生产。一位不愿透露姓名的知情人士说，模块化发动机将在吉利和戴姆勒的不同品牌的汽车上使用，因为两家公司仍处于开发发动机的早期阶段。吉利控股集团总裁，吉利汽车集团总裁兼首席执行官安从辉表示：“该项目反映了对规模经济的需求，以及对清洁，高效动力总成和混合动力驱动系统及其应用的有针对性的研发投资。”根据吉利网站上的文件，吉利还计划在西部城市重庆建设一家年产能达30,000辆电动汽车的工厂，该工厂由一家全资，新注册的公司运营。吉利和北极星拒绝置评。该计划出台之时，包括宝马公司和特斯拉在内的外国汽车制造商在全球最大的市场上扩大了电动汽车的生产，在当地采购了主要的电动汽车零部件，例如电池，甚至还出口了自己制造的部分汽车。","news_type":1},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308790958,"gmtCreate":1604065545274,"gmtModify":1703831918463,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308790958","repostId":"2078659679","repostType":2,"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975742738,"gmtCreate":1600851795124,"gmtModify":1703822695946,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/975742738","repostId":"16007433424155","repostType":17,"isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971415952,"gmtCreate":1599027854476,"gmtModify":1704221102797,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/971415952","repostId":"2064475681","repostType":2,"repost":{"id":"2064475681","pubTimestamp":1598930034,"share":"https://www.laohu8.com/m/news/2064475681?lang=&edition=full","pubTime":"2020-09-01 11:13","market":"hk","language":"zh","title":"广汽集团(601238)：日系依旧强劲 Q2业绩大幅改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2064475681","media":"天风证券股份有...","summary":"原标题：广汽集团(601238)：日系依旧强劲 Q2业绩大幅改善 来源：天风证券股份有限公司事件：公司20 年H1 实现营收256.42 亿元，同比减少9.6%；归母净利润23.18 亿元，同比减少5","content":"<html><body><p>原标题：<a href=\"https://laohu8.com/S/02238\">广汽集团</a>(601238)：日系依旧强劲 Q2业绩大幅改善 来源：<a href=\"https://laohu8.com/S/601162\">天风证券</a>股份有限公司</p><p>事件：公司20 年H1 实现营收256.42 亿元，同比减少9.6%；归母净利润23.18 亿元，同比减少52.9%；扣非归母净利润20.24 亿元，同比减少38.0%。</p><p>此外，公司拟每10 股分派股息0.3 元（含税）。</p><p>点评：</p><p>20H1 自主品牌承压加剧。上半年汽车行业产销步入寒冬，公司乘用车板块营业收入同比下降11.5%至149.1 亿元，毛利率同比下降1.7 个百分点至1.1%。整车制造、零部件制造、商贸业绩营收和毛利率均呈现不同程度下滑。公司20H1 实现归母净利润23.2 亿元，同比减少52.9%；但若扣除公司长期股权投资收益41.2 亿，母公司亏损约18.0 亿元。此外，20Q2 公司实现营收147.6 亿元，同比增加5.6%，环比增加35.7%；毛利率6.3%，同比增加0.6 个百分点，环比增加2.4 个百分点；最终实现归母净利润22.0亿元，同比增加2.7%；扣非归母净利润21.04 亿元，同比增加99.1%。</p><p>合资：日系品牌逆市向上。广汽旗下四大合营企业：1）广汽丰田：销量32.1 万辆，同比增加3.1%；实现营收466.4 亿元，同比增加3.9%；净利润56.4 亿（测算均不考虑新增资），同比增加23.0%；单车盈利1.76 万元。2）广汽本田：销量31.8 万辆，同比减少20.6%；实现营收478.5 亿元，同比减少7.8%；实现净利润36.3 亿，同比减少16.7%；单车盈利1.14 万元。3）广汽三菱：销量2.87 万辆，同比减少54.6%；实现营收38.0 亿元，同比减少55.9%；实现净利润-3.2 亿，同比-235.1%；单车盈利-1.10 万元。4）广汽菲克：销量1.76 万辆，同比减少51.0%；实现营收27.8 亿元，同比减少54.2%。实现净利润-13.2 亿，同比减少47.1%；单车盈利-7.51 万元。此外，公司整体长期股权投资收益39.9 亿元，同比减少18.1%。</p><p>Q2 销量快速复苏，不改长期成长性。单从二季度来看，公司随行业快速复苏，1）广本：销量21.74 万辆，同比增加5.1%，环比增加115.2%；2）广丰：销量19.83 万辆，同比增加32.7%，环比增加61.7%；3）广传祺：销量7.56 万辆，同比减少23.7%，环比增加20.9%；4）广三菱：销量1.80 万辆，同比减少42.1%，环比增加68.7%。而从20Q3 开始，公司有望随行业复苏脱颖而出，加速复苏&amp;成长步伐。1）“存量王者”日系延续上升势头：</p><p>广本广丰分别新增24、12 万辆产能，突破产能瓶颈；皓影、威兰达上市完善产品矩阵。2）自主迎拐点：明星车型GS4 新款持续爬坡+低折扣带动品牌盈利能力提升。</p><p>投资建议：由于疫情影响，将公司2020 年-2021 年归母净利润分别由为83.7、108.2 亿元下调至70.1、106.0 亿元，EPS 分别为0.69、1.04 元/股，继续给予“买入”评级。</p><p>风险提示：疫情持续扩散、汽车销量不及预期、传祺销量改善不及预期等。</p></body></html>","source":"sina_symbol","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\" 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href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/cn/2020-09-01/doc-iivhvpwy4232421.shtml><strong>天风证券股份有...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：广汽集团(601238)：日系依旧强劲 Q2业绩大幅改善 来源：天风证券股份有限公司事件：公司20 年H1 实现营收256.42 亿元，同比减少9.6%；归母净利润23.18 亿元，同比减少52.9%；扣非归母净利润20.24 亿元，同比减少38.0%。此外，公司拟每10 股分派股息0.3 元（含税）。点评：20H1 自主品牌承压加剧。上半年汽车行业产销步入寒冬，公司乘用车板块营业收入同比...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/cn/2020-09-01/doc-iivhvpwy4232421.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/082208e3c37780dd55878056410ffa43","relate_stocks":{"601238":"广汽集团","02238":"广汽集团"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/cn/2020-09-01/doc-iivhvpwy4232421.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2064475681","content_text":"原标题：广汽集团(601238)：日系依旧强劲 Q2业绩大幅改善 来源：天风证券股份有限公司事件：公司20 年H1 实现营收256.42 亿元，同比减少9.6%；归母净利润23.18 亿元，同比减少52.9%；扣非归母净利润20.24 亿元，同比减少38.0%。此外，公司拟每10 股分派股息0.3 元（含税）。点评：20H1 自主品牌承压加剧。上半年汽车行业产销步入寒冬，公司乘用车板块营业收入同比下降11.5%至149.1 亿元，毛利率同比下降1.7 个百分点至1.1%。整车制造、零部件制造、商贸业绩营收和毛利率均呈现不同程度下滑。公司20H1 实现归母净利润23.2 亿元，同比减少52.9%；但若扣除公司长期股权投资收益41.2 亿，母公司亏损约18.0 亿元。此外，20Q2 公司实现营收147.6 亿元，同比增加5.6%，环比增加35.7%；毛利率6.3%，同比增加0.6 个百分点，环比增加2.4 个百分点；最终实现归母净利润22.0亿元，同比增加2.7%；扣非归母净利润21.04 亿元，同比增加99.1%。合资：日系品牌逆市向上。广汽旗下四大合营企业：1）广汽丰田：销量32.1 万辆，同比增加3.1%；实现营收466.4 亿元，同比增加3.9%；净利润56.4 亿（测算均不考虑新增资），同比增加23.0%；单车盈利1.76 万元。2）广汽本田：销量31.8 万辆，同比减少20.6%；实现营收478.5 亿元，同比减少7.8%；实现净利润36.3 亿，同比减少16.7%；单车盈利1.14 万元。3）广汽三菱：销量2.87 万辆，同比减少54.6%；实现营收38.0 亿元，同比减少55.9%；实现净利润-3.2 亿，同比-235.1%；单车盈利-1.10 万元。4）广汽菲克：销量1.76 万辆，同比减少51.0%；实现营收27.8 亿元，同比减少54.2%。实现净利润-13.2 亿，同比减少47.1%；单车盈利-7.51 万元。此外，公司整体长期股权投资收益39.9 亿元，同比减少18.1%。Q2 销量快速复苏，不改长期成长性。单从二季度来看，公司随行业快速复苏，1）广本：销量21.74 万辆，同比增加5.1%，环比增加115.2%；2）广丰：销量19.83 万辆，同比增加32.7%，环比增加61.7%；3）广传祺：销量7.56 万辆，同比减少23.7%，环比增加20.9%；4）广三菱：销量1.80 万辆，同比减少42.1%，环比增加68.7%。而从20Q3 开始，公司有望随行业复苏脱颖而出，加速复苏&成长步伐。1）“存量王者”日系延续上升势头：广本广丰分别新增24、12 万辆产能，突破产能瓶颈；皓影、威兰达上市完善产品矩阵。2）自主迎拐点：明星车型GS4 新款持续爬坡+低折扣带动品牌盈利能力提升。投资建议：由于疫情影响，将公司2020 年-2021 年归母净利润分别由为83.7、108.2 亿元下调至70.1、106.0 亿元，EPS 分别为0.69、1.04 元/股，继续给予“买入”评级。风险提示：疫情持续扩散、汽车销量不及预期、传祺销量改善不及预期等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971412276,"gmtCreate":1599027690895,"gmtModify":1704221102280,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/971412276","repostId":"2064816407","repostType":2,"repost":{"id":"2064816407","pubTimestamp":1598999285,"share":"https://www.laohu8.com/m/news/2064816407?lang=&edition=full","pubTime":"2020-09-02 06:28","market":"sh","language":"zh","title":"上汽、广汽、北汽、一汽、吉利、长城等中国16家汽车公司2020年上半年业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=2064816407","media":"全球企业动态","summary":"原标题：上汽、广汽、北汽、一汽、吉利、长城等中国16家汽车公司2020年上半年业绩 来源：全球企业动态上汽集团披露半年报。2020年上半年，公司实现营收2745.2亿元，同比下降25.39%；净利为8","content":"<html><body><p>原标题：上汽、广汽、北汽、一汽、吉利、长城等中国16家汽车公司2020年上半年业绩 来源：全球企业动态</p><p><a href=\"https://laohu8.com/S/600104\">上汽集团</a>披露半年报。2020年上半年，公司实现营收2745.2亿元，同比下降25.39%；净利为83.94亿元，同比下降39.01%。上半年，公司实现整车销售204.9万辆，同比下降30.2%。</p><p><a href=\"https://laohu8.com/S/601238\">广汽集团</a>公布2020年中期业绩，上半年集团汇总口径共实现销售收入约1597.03亿元人民币，同比减少约9.00%。集团销售收入约256.42亿元，同比减少约9.56%；归属于上市公司股东的净利润约23.18亿元，同比减少约52.88%。上半年共实现汽车产销79.73万辆和82.46万辆。</p><p><a href=\"https://laohu8.com/S/01958\">北京汽车</a>公布2020年中期业绩，实现收入约人民币778.54亿元，净利达58.11亿元，公司权益持有人应占溢利约10.47亿元。报告期内，北京品牌实现销售3.5万辆。北京奔驰实现整车销售27.0万辆，北京现代上半年实现了23.5万辆的零售业绩，福建奔驰实现整车销售1.4万辆。</p><p><a href=\"https://laohu8.com/S/000800\">一汽解放</a>发布财报显示，2020年上半年营收690.9亿元，同比增长16.08%；归属于上市公司股东净利润21.5亿元，同比增长19.75%。上半年，一汽解放中重卡销量为23.9万辆，同比增长35.7%。</p><p><a href=\"https://laohu8.com/S/00489\">东风集团股份</a>发布2020年上半年业绩报告。上半年实现收入人民币505.76亿元，同比增加4.9%；母公司权益持有人应占溢利30.18亿元，同比减少64.49%。报告期内，乘用车销售收入约76.06亿元，较去年同期的约135.63亿元下降43.9%。商用车销售收入约428.31亿元，同比增长约11.5%。上半年整车销量为114.45万辆，同比下降16.7%。其中，乘用车上半年销售88.23万辆，同比下滑22.2%。商用车销售新车26.22万辆，同比增长9%。</p><p><a href=\"https://laohu8.com/S/00175\">吉利汽车</a>公布业绩，2020年上半年收入368亿元人民币，同比下滑23%；同期公司股权持有人应占溢利为22.97亿元，同比下滑43%。上半年吉利汽车销量达53万辆，其中吉利品牌销量474518辆，占比89%；领克销量54763辆，占比10%。吉利汽车表示，将2020全年销量目标从141万辆下调约6%至132万辆。</p><p><a href=\"https://laohu8.com/S/601633\">长城汽车</a>发布2020年中期业绩快报，期内该公司实现营业总收入人民币359.29亿元，同比减少13.17%；归属于公司股东的净利润人民币11.53亿元，同比减少24.02%。报告期内归属于公司股东的净利润同比下降的主要原因是受公共卫生事件影响，集团销量同比减少，以及继续加大研发投入所致。</p><p><a href=\"https://laohu8.com/S/002594\">比亚迪</a>披露半年报，2020年上半年实现营业收入605.03亿元，同比下滑2.7%；净利润16.62亿元，同比增长14.29%。汽车及相关产品收入共计320.7亿元，受疫情影响同比下降了5.62%。</p><p><a href=\"https://laohu8.com/S/000625\">长安汽车</a>发布2020年上半年财务报告。上半年营收327.82亿元，同比增长9.73%；归属上市公司净利润26.02亿元，同比增长216.17%，扭亏为盈。扭亏为盈的主要原因是投资收益。上半年长安汽车累计销量83.1万辆，同比增长1.3%。</p><p><a href=\"https://laohu8.com/S/600166\">福田汽车</a>发布2020年上半年财报。上半年公司实现营业收入272.15亿元，同比增长4.44%，归属上市公司股东的净利润1.79亿元，持续盈利。福田汽车上半年实现销量320,168台，较去年同期增长17.6%。</p><p><a href=\"https://laohu8.com/S/000951\">中国重汽</a>披露中报，公司2020上半年实现营业总收入266.1亿元，同比增长18.5%；实现归母净利润7.3亿元，同比增长13.8%。</p><p><a href=\"https://laohu8.com/S/600418\">江淮汽车</a>发布财报显示，2020年上半年，江淮汽车营收249.41亿元，同比下降7.63%，归属于上市公司股东的净亏损为1.47亿元。上半年，江淮汽车累计销量为20.94万辆，同比下降10.97%。其中，轻型货车(含中型货车)销量为10.82万辆，同比基本持平；重型货车销量为2.71万辆，同比增长24.2%；MPV销量为1.55万辆，同比下降24.91%；SUV销量为3.05万辆，同比下降37.22%；纯电动乘用车销量为1.71万辆，同比下降56.22%。</p><p><a href=\"https://laohu8.com/S/000550\">江铃汽车</a>发布2020年半年报，公司上半年实现营业收入140.73亿元，同比增长2.56%；实现归属于上市公司股东的净利润2.08亿元，同比增长252.98%。</p><p><a href=\"https://laohu8.com/S/600066\">宇通客车</a>发布2020中期业绩，上半年实现营业收入实现营业收入76.11亿元，较上年减少39.17%。实现归属于上市公司股东的净利润6,301.89万元，较上年末减少-90.78%。上半年宇通客车实现客车销量14,898辆，同比下降41.41%。</p><p><a href=\"https://laohu8.com/S/600686\">金龙汽车</a>披露2020年半年度报告，实现营业收入57.11亿元，同比降21.95%；归属于上市公司股东的净亏损2.18亿元。报告期内，公司共销售各型客车19909辆，同比减少23.65%，其中大型客车销售4845辆，同比减少39.09%；中型客车销售2501辆，同比减少31.10%；轻型客车销售12563辆，同比减少13.31%。</p><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>发布第二季度财报，季度营收37.2亿元，2019年同期为15.08亿元。第二季度调整后净亏损11.3亿元。第二季度汽车交付量为10331辆，去年同期为3553辆。</p><p><font>推荐一个全球企业最新资讯账号</font></p><p><font>美通社头条</font></p><div></div><p><font>及时了解跨国企业在中国、中国企业进军海外市场新动态</font></p></body></html>","source":"sina_symbol","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>上汽、广汽、北汽、一汽、吉利、长城等中国16家汽车公司2020年上半年业绩</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{ 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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上汽、广汽、北汽、一汽、吉利、长城等中国16家汽车公司2020年上半年业绩\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-02 06:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-09-02/doc-iivhvpwy4379614.shtml><strong>全球企业动态</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：上汽、广汽、北汽、一汽、吉利、长城等中国16家汽车公司2020年上半年业绩 来源：全球企业动态上汽集团披露半年报。2020年上半年，公司实现营收2745.2亿元，同比下降25.39%；净利为83.94亿元，同比下降39.01%。上半年，公司实现整车销售204.9万辆，同比下降30.2%。广汽集团公布2020年中期业绩，上半年集团汇总口径共实现销售收入约1597.03亿元人民币，同比减少约...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-09-02/doc-iivhvpwy4379614.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/ddd65df9928c608cb63c03990d41f6c2","relate_stocks":{"02238":"广汽集团"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-09-02/doc-iivhvpwy4379614.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2064816407","content_text":"原标题：上汽、广汽、北汽、一汽、吉利、长城等中国16家汽车公司2020年上半年业绩 来源：全球企业动态上汽集团披露半年报。2020年上半年，公司实现营收2745.2亿元，同比下降25.39%；净利为83.94亿元，同比下降39.01%。上半年，公司实现整车销售204.9万辆，同比下降30.2%。广汽集团公布2020年中期业绩，上半年集团汇总口径共实现销售收入约1597.03亿元人民币，同比减少约9.00%。集团销售收入约256.42亿元，同比减少约9.56%；归属于上市公司股东的净利润约23.18亿元，同比减少约52.88%。上半年共实现汽车产销79.73万辆和82.46万辆。北京汽车公布2020年中期业绩，实现收入约人民币778.54亿元，净利达58.11亿元，公司权益持有人应占溢利约10.47亿元。报告期内，北京品牌实现销售3.5万辆。北京奔驰实现整车销售27.0万辆，北京现代上半年实现了23.5万辆的零售业绩，福建奔驰实现整车销售1.4万辆。一汽解放发布财报显示，2020年上半年营收690.9亿元，同比增长16.08%；归属于上市公司股东净利润21.5亿元，同比增长19.75%。上半年，一汽解放中重卡销量为23.9万辆，同比增长35.7%。东风集团股份发布2020年上半年业绩报告。上半年实现收入人民币505.76亿元，同比增加4.9%；母公司权益持有人应占溢利30.18亿元，同比减少64.49%。报告期内，乘用车销售收入约76.06亿元，较去年同期的约135.63亿元下降43.9%。商用车销售收入约428.31亿元，同比增长约11.5%。上半年整车销量为114.45万辆，同比下降16.7%。其中，乘用车上半年销售88.23万辆，同比下滑22.2%。商用车销售新车26.22万辆，同比增长9%。吉利汽车公布业绩，2020年上半年收入368亿元人民币，同比下滑23%；同期公司股权持有人应占溢利为22.97亿元，同比下滑43%。上半年吉利汽车销量达53万辆，其中吉利品牌销量474518辆，占比89%；领克销量54763辆，占比10%。吉利汽车表示，将2020全年销量目标从141万辆下调约6%至132万辆。长城汽车发布2020年中期业绩快报，期内该公司实现营业总收入人民币359.29亿元，同比减少13.17%；归属于公司股东的净利润人民币11.53亿元，同比减少24.02%。报告期内归属于公司股东的净利润同比下降的主要原因是受公共卫生事件影响，集团销量同比减少，以及继续加大研发投入所致。比亚迪披露半年报，2020年上半年实现营业收入605.03亿元，同比下滑2.7%；净利润16.62亿元，同比增长14.29%。汽车及相关产品收入共计320.7亿元，受疫情影响同比下降了5.62%。长安汽车发布2020年上半年财务报告。上半年营收327.82亿元，同比增长9.73%；归属上市公司净利润26.02亿元，同比增长216.17%，扭亏为盈。扭亏为盈的主要原因是投资收益。上半年长安汽车累计销量83.1万辆，同比增长1.3%。福田汽车发布2020年上半年财报。上半年公司实现营业收入272.15亿元，同比增长4.44%，归属上市公司股东的净利润1.79亿元，持续盈利。福田汽车上半年实现销量320,168台，较去年同期增长17.6%。中国重汽披露中报，公司2020上半年实现营业总收入266.1亿元，同比增长18.5%；实现归母净利润7.3亿元，同比增长13.8%。江淮汽车发布财报显示，2020年上半年，江淮汽车营收249.41亿元，同比下降7.63%，归属于上市公司股东的净亏损为1.47亿元。上半年，江淮汽车累计销量为20.94万辆，同比下降10.97%。其中，轻型货车(含中型货车)销量为10.82万辆，同比基本持平；重型货车销量为2.71万辆，同比增长24.2%；MPV销量为1.55万辆，同比下降24.91%；SUV销量为3.05万辆，同比下降37.22%；纯电动乘用车销量为1.71万辆，同比下降56.22%。江铃汽车发布2020年半年报，公司上半年实现营业收入140.73亿元，同比增长2.56%；实现归属于上市公司股东的净利润2.08亿元，同比增长252.98%。宇通客车发布2020中期业绩，上半年实现营业收入实现营业收入76.11亿元，较上年减少39.17%。实现归属于上市公司股东的净利润6,301.89万元，较上年末减少-90.78%。上半年宇通客车实现客车销量14,898辆，同比下降41.41%。金龙汽车披露2020年半年度报告，实现营业收入57.11亿元，同比降21.95%；归属于上市公司股东的净亏损2.18亿元。报告期内，公司共销售各型客车19909辆，同比减少23.65%，其中大型客车销售4845辆，同比减少39.09%；中型客车销售2501辆，同比减少31.10%；轻型客车销售12563辆，同比减少13.31%。蔚来发布第二季度财报，季度营收37.2亿元，2019年同期为15.08亿元。第二季度调整后净亏损11.3亿元。第二季度汽车交付量为10331辆，去年同期为3553辆。推荐一个全球企业最新资讯账号美通社头条及时了解跨国企业在中国、中国企业进军海外市场新动态","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":973119731,"gmtCreate":1598462887823,"gmtModify":1704219040350,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/973119731","repostId":"15982581811306","repostType":17,"repost":{"id":329,"live_id":"15982581811306","type":0,"live_form":0,"category_id":4,"category_name":"IPO观察室","material_type":0,"regions":[1],"title":"造车新势力上市 小鹏汽车有哪些筹码","title_en":"","status":3,"abstract_en":[],"description_html":"半年卖出不到5000辆, 细分市场位列第五，但却得到特斯拉和阿里巴巴的支持。小鹏汽车作为造车新势力即将赴美上市，你看好吗?\n\n【主讲嘉宾】\n朱伟华：现任中国汽车工业协会信息服务委员会秘书长，资深汽车营销数字化、车联网、IT专家。\n\n崔东树：全国乘用车市场信息联席会秘书长，高级经济师，中国汽车流通协会专家。专注于全国新能源汽车市场研究，跟踪能源车政策及产业链变化。\n\n【内容要点】\n- 新能源汽车行业分析\n- 三大造车新势力比对\n- 小鹏汽车手持几大“王牌”?","description_html_en":"","source_url":"https://live-events-sh.xiaopeng.com/caster/80236783787a4f49933a16dc4e6d5b36_lhd.m3u8","video_url":"https://1254107296.vod2.myqcloud.com/b9972fcfvodtranscq1254107296/e0c2a1ce5285890806885072143/v.f100030.mp4","live_img_url":"https://static.tigerbbs.com/87646061dec07eeebf0bf5c59705f221","live_img_url_en":"","activate_content":true,"expected_time":1598529600599,"time_remain":-122836094098,"start_time":0,"end_time":0,"user_counter":"185586","symbols":[],"speaker_info":[],"abstract":[]},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947212973,"gmtCreate":1597328934892,"gmtModify":1704215411131,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947212973","repostId":"2057334346","repostType":2,"repost":{"id":"2057334346","pubTimestamp":1596601266,"share":"https://www.laohu8.com/m/news/2057334346?lang=&edition=full","pubTime":"2020-08-05 12:21","market":"us","language":"zh","title":"塔塔汽车欲出售印度乘用车业务49％股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2057334346","media":"盖世汽车资讯","summary":"盖世汽车讯 据外媒报道，塔塔汽车已经开始着手为其乘用车业务引进外国合作伙伴的计划，并可能以941.7亿卢比的价格转让该部门。（图片来源：塔塔汽车）据《印度时报》报道，为出售其乘用车业务49%的股份，该","content":"<html><body><article><p>盖世汽车讯 据外媒报道，<a href=\"https://laohu8.com/S/TTM\">塔塔汽车</a>已经开始着手为其乘用车业务引进外国合作伙伴的计划，并可能以941.7亿卢比的价格转让该部门。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12218483752/0\"/><p>（图片来源：塔塔汽车）</p><p>据《印度时报》报道，为出售其乘用车业务49%的股份，该公司已与欧洲和亚洲多个车企接洽，包括PSA、吉利、长安和奇瑞等。一位内部人士表示，受中印紧张关系影响，塔塔与中国车企的谈判并不顺利。由于PSA正与菲亚特克莱斯勒集团（FCA）合并，塔塔与PSA的谈判进程也很缓慢。</p><p>一位塔塔高管表示：“印度乘用车是我们一直想经营的业务，因此我们不会交出该部门的多数控股权。”</p><p>塔塔汽车旗下商业分析服务公司将更名为塔塔汽车乘用车公司，并将向母公司发行新股以支付941.7亿卢比。</p><p>2020年4月到6月，印度因疫情实行全国封锁政策，导致当季度汽车生产停滞、经销商无法营业，严重影响了汽车销量。塔塔汽车2020年7月31日发布的第一财季财报显示，塔塔汽车净营收为268.7亿卢比，同比去年下跌80%，息税折旧摊销前利润为负2.86亿卢比。</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>塔塔汽车欲出售印度乘用车业务49％股份</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; 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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塔塔汽车欲出售印度乘用车业务49％股份\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-05 12:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008051231527a997bca&s=b><strong>盖世汽车资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>盖世汽车讯 据外媒报道，塔塔汽车已经开始着手为其乘用车业务引进外国合作伙伴的计划，并可能以941.7亿卢比的价格转让该部门。（图片来源：塔塔汽车）据《印度时报》报道，为出售其乘用车业务49%的股份，该公司已与欧洲和亚洲多个车企接洽，包括PSA、吉利、长安和奇瑞等。一位内部人士表示，受中印紧张关系影响，塔塔与中国车企的谈判并不顺利。由于PSA正与菲亚特克莱斯勒集团（FCA）合并，塔塔与PSA的谈判...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008051231527a997bca&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7f3c7d799dd2ab62e084e0e8c8dc16ee","relate_stocks":{"TTM":"塔塔汽车"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008051231527a997bca&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2057334346","content_text":"盖世汽车讯 据外媒报道，塔塔汽车已经开始着手为其乘用车业务引进外国合作伙伴的计划，并可能以941.7亿卢比的价格转让该部门。（图片来源：塔塔汽车）据《印度时报》报道，为出售其乘用车业务49%的股份，该公司已与欧洲和亚洲多个车企接洽，包括PSA、吉利、长安和奇瑞等。一位内部人士表示，受中印紧张关系影响，塔塔与中国车企的谈判并不顺利。由于PSA正与菲亚特克莱斯勒集团（FCA）合并，塔塔与PSA的谈判进程也很缓慢。一位塔塔高管表示：“印度乘用车是我们一直想经营的业务，因此我们不会交出该部门的多数控股权。”塔塔汽车旗下商业分析服务公司将更名为塔塔汽车乘用车公司，并将向母公司发行新股以支付941.7亿卢比。2020年4月到6月，印度因疫情实行全国封锁政策，导致当季度汽车生产停滞、经销商无法营业，严重影响了汽车销量。塔塔汽车2020年7月31日发布的第一财季财报显示，塔塔汽车净营收为268.7亿卢比，同比去年下跌80%，息税折旧摊销前利润为负2.86亿卢比。","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947216896,"gmtCreate":1597328873415,"gmtModify":1704215410441,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947216896","repostId":"2057317200","repostType":2,"repost":{"id":"2057317200","pubTimestamp":1596704220,"share":"https://www.laohu8.com/m/news/2057317200?lang=&edition=full","pubTime":"2020-08-06 16:57","market":"us","language":"zh","title":"塔塔汽车推出Nexon电动车订阅模式，月租近4000元","url":"https://stock-news.laohu8.com/highlight/detail?id=2057317200","media":"界面","summary":"印度经济时报6日消息，塔塔汽车周四表示，它已经为Nexon紧凑型SUV电动车推出了订阅模式，以每月固定的租金向客户提供。塔塔汽车在一份声明中表示，该公司的旗舰Nexon以每月4.19万印度卢比（约合3","content":"<div>\n<p>印度经济时报6日消息，塔塔汽车周四表示，它已经为Nexon紧凑型SUV电动车推出了订阅模式，以每月固定的租金向客户提供。塔塔汽车在一份声明中表示，该公司的旗舰Nexon以每月4.19万印度卢比（约合3885.96元人民币）的价格提供全包固定租赁服务，旨在让越来越多的具有未来意识的人更容易购买电动汽车。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008061657527a04b716&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>塔塔汽车推出Nexon电动车订阅模式，月租近4000元</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塔塔汽车推出Nexon电动车订阅模式，月租近4000元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-06 16:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008061657527a04b716&s=b><strong>界面</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>印度经济时报6日消息，塔塔汽车周四表示，它已经为Nexon紧凑型SUV电动车推出了订阅模式，以每月固定的租金向客户提供。塔塔汽车在一份声明中表示，该公司的旗舰Nexon以每月4.19万印度卢比（约合3885.96元人民币）的价格提供全包固定租赁服务，旨在让越来越多的具有未来意识的人更容易购买电动汽车。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008061657527a04b716&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6696a7804fc125e32c38f848d97c02f7","relate_stocks":{"TTM":"塔塔汽车"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008061657527a04b716&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2057317200","content_text":"印度经济时报6日消息，塔塔汽车周四表示，它已经为Nexon紧凑型SUV电动车推出了订阅模式，以每月固定的租金向客户提供。塔塔汽车在一份声明中表示，该公司的旗舰Nexon以每月4.19万印度卢比（约合3885.96元人民币）的价格提供全包固定租赁服务，旨在让越来越多的具有未来意识的人更容易购买电动汽车。","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}