心太乱的个人主页 - 老虎社区

心太乱

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IP属地：北京

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03-27

$蔚来(NIO)$ 赶紧倒闭吧，别再坑人了

02-02

$蔚来(NIO)$ 烂到家了

01-31

$蔚来(NIO)$ 李斌不是月底低于两万去找工作吗？**的骗子！

01-29

$蔚来(NIO)$ 现在和$理想汽车(LI)$ 股价这么低，设想一下$特斯拉(TSLA)$ 要是投资这两家公司会不会很合算？

01-19

别吹牛逼了，现在已经不相信蔚来李斌说的话了

蔚来要掀桌子了？阿尔卑斯首款车或下半年发布！比Model Y还牛？

01-19

$蔚来(NIO)$ 赶紧退市吧

01-09

$理想汽车(LI)$ 人家理想自己都说了，去年完成的太牛逼了。新年第一周调整一下继续新高，咱们怕啥呢

01-05

你是真坏啊 [白眼]

@Ohwgo:$蔚来(NIO)$ 这周先下8，下周到7。

01-02

全年盈利，24年预估销量翻一倍多。还大跌，看来庄家不是一般的坏种，使劲割小散户筹码。

01-02

$蔚来(NIO)$ 港股今天跌成这样，盘前既然还坚挺。

2023-12-21

$理想汽车(LI)$ 最近真的过分了，起起落落好几次了。

2023-12-15

$蔚来(NIO)$ 又有新品牌签约换电了，咋不公布呢

李斌最新发声

2023-12-15

又有新品牌签约合作换电了？

李斌最新发声

2023-12-14

$蔚来(NIO)$ 别怂，md以后给我硬起来

2023-12-11

和你开个玩笑，你啥时不说了估计就破七块了

@Ohwgo:$蔚来(NIO)$ 我来了，今天看来又是凉凉的一天，什么时候能破7啊。等我好辛苦[愤怒]

2023-12-07

李斌你赶紧把马麟开除了吧，这货去年微博头图全是老款蔚来车型，关键里面还有福特的车型图片。这么一个高管做事太不认真负责了，推广没少花钱效果一塌糊涂。

蔚来高管曝理想汽车在抖音投放9000万微博CEO回应

2023-12-06

$蔚来(NIO)$ 这么涨现在也就八块，离66还有这么远的距离。哎后悔当初66没卖[喷血] [喷血] [喷血]

2023-12-06

$蔚来(NIO)$ 怎么也得超过小鹏市值吧

2023-12-04

$蔚来(NIO)$ 难得啊，都不习惯了

2023-12-04

$纳斯达克(.IXIC)$ 这踏马的A股跌港股跌晚上美股再跌，一般人早就破产了

去老虎APP查看更多动态

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赶紧倒闭吧，别再坑人了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/288806327197744","isVote":1,"tweetType":1,"viewCount":1255,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498606706555261","authorId":"3498606706555261","name":"财神爷显灵","avatar":"https://static.tigerbbs.com/5aed8150a364196a925b61d5cd2aebb1","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3498606706555261","idStr":"3498606706555261"},"content":"倒闭短期不会，但是往后也出这样了","text":"倒闭短期不会，但是往后也出这样了","html":"倒闭短期不会，但是往后也出这样了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":269829993803896,"gmtCreate":1706884378888,"gmtModify":1706884379839,"author":{"id":"3462077538108273","authorId":"3462077538108273","name":"心太乱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3462077538108273","idStr":"3462077538108273"},"themes":[],"htmlText":"<a 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李斌不是月底低于两万去找工作吗？**的骗子！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/269033533817024","isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268342163693912,"gmtCreate":1706536178164,"gmtModify":1706536179728,"author":{"id":"3462077538108273","authorId":"3462077538108273","name":"心太乱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3462077538108273","idStr":"3462077538108273"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>现在和<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a>股价这么低，设想一下<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>要是投资这两家公司会不会很合算？","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>现在和<a 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要是投资这两家公司会不会很合算？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/268342163693912","isVote":1,"tweetType":1,"viewCount":5504,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581653696024037","authorId":"3581653696024037","name":"八千里路云和月莫等闲","avatar":"https://static.tigerbbs.com/320c6ab905ec7502ee1c42ca8fbf0175","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581653696024037","idStr":"3581653696024037"},"content":"理想汽车和蔚来刚刚星期天去看过了，都非常漂亮。","text":"理想汽车和蔚来刚刚星期天去看过了，都非常漂亮。","html":"理想汽车和蔚来刚刚星期天去看过了，都非常漂亮。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":264827921072440,"gmtCreate":1705677725863,"gmtModify":1705677752291,"author":{"id":"3462077538108273","authorId":"3462077538108273","name":"心太乱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3462077538108273","idStr":"3462077538108273"},"themes":[],"htmlText":"别吹牛逼了，现在已经不相信蔚来李斌说的话了","listText":"别吹牛逼了，现在已经不相信蔚来李斌说的话了","text":"别吹牛逼了，现在已经不相信蔚来李斌说的话了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/264827921072440","repostId":"2404457931","repostType":2,"repost":{"id":"2404457931","pubTimestamp":1705662900,"share":"https://www.laohu8.com/m/news/2404457931?lang=&edition=full","pubTime":"2024-01-19 19:15","market":"hk","language":"zh","title":"蔚来要掀桌子了？阿尔卑斯首款车或下半年发布！比Model Y还牛？","url":"https://stock-news.laohu8.com/highlight/detail?id=2404457931","media":"太平洋汽车网","summary":"日前，据相关媒体报道，蔚来旗下子品牌阿尔卑斯计划在今年下半年推出首款车型，首款车型或定位中型SUV，将对标特斯拉Model Y，起售价将介于20-25万元之间。此外，根据该媒体透露，阿尔卑斯品牌会推出三款车，除了第一款SUV，第二款车将是一款轿车，更加偏向家用和性价比，预计2025年推出。对于阿尔卑斯品牌第一款车型，李斌表示它必定成为销量担当，担起冲量重任。","content":"<html><body><article><p>日前，据相关媒体报道，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>旗下子品牌阿尔卑斯计划在今年下半年推出首款车型，首款车型或定位中型SUV，将对标<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model Y，起售价将介于20-25万元之间。<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>CEO李斌对该品牌有着颇高预期，并表示“新车不着急发布，先让大家先卷一卷，然后我们最后来掀桌子。”</p><img src=\"https://inews.gtimg.com/om_bt/OItvnCFF4FPoL4s-3cm5qmf9k0wP-uxpX6ErepMCpsz14AA/0\"/><p>据了解，阿尔卑斯品牌车型将基于NT3平台，在智驾方案上与蔚来品牌会有所差异，只配备一颗NVIDIA OrinX（后续可升级为神玑NX9031芯片），并且不会配备激光雷达，采用与特斯拉同样的纯视觉路线，新车在交付时即具备城市领航辅助功能。</p><img src=\"https://inews.gtimg.com/om_bt/Oebfyi69rd_aHoNzymJT5sBEv4HBogIImsgvlO0pRuAgwAA/0\"/><p>另外，在换电补能方面，阿尔卑斯品牌车型只能使用第三代以上换电站进行换电，不支持第一代和第二代换电站，目的就是为了进行区隔。</p><p>在动力方面，阿尔卑斯车型预计会采用单电机后置布局，电池容量大概率还是会提供75千瓦时和100千瓦时可选。</p><p>此外，根据该媒体透露，阿尔卑斯品牌会推出三款车，除了第一款SUV，第二款车将是一款轿车，更加偏向家用和性价比，预计2025年推出。</p><img src=\"https://inews.gtimg.com/om_bt/OtLFjXKMH3fYyDnvMdCT25Wl8CnbrjsEE9atHrpnDpRKcAA/0\"/><p>对于阿尔卑斯品牌第一款车型，李斌表示它必定成为销量担当，担起冲量重任。同时还表示，20到30万的市场竞争会非常惨烈，不希望NIO这个品牌卷到该市场里面去。以上信息并非官方发布，最终以蔚来官方公布为准。</p><img src=\"https://inews.gtimg.com/om_bt/OMODi9gpHenONaNrTIkABdmPGOsiq-g-G-8dudahEuqWkAA/0\"/></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\" 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Y，起售价将介于20-25万元之间。蔚来CEO李斌对该品牌有着颇高预期，并表示“新车不着急发布，先让大家先卷一卷，然后我们最后来掀桌子。”据了解，阿尔卑斯品牌车型将基于NT3平台，在智驾方案上与蔚来品牌会有所差异，只配备一颗NVIDIA OrinX（后续可升级为神玑...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024011919200281ce61e1&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1119":"汽车制造商","09866":"蔚来-SW","NIO":"蔚来","BK1588":"回港中概股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024011919200281ce61e1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2404457931","content_text":"日前，据相关媒体报道，蔚来旗下子品牌阿尔卑斯计划在今年下半年推出首款车型，首款车型或定位中型SUV，将对标特斯拉Model Y，起售价将介于20-25万元之间。蔚来CEO李斌对该品牌有着颇高预期，并表示“新车不着急发布，先让大家先卷一卷，然后我们最后来掀桌子。”据了解，阿尔卑斯品牌车型将基于NT3平台，在智驾方案上与蔚来品牌会有所差异，只配备一颗NVIDIA OrinX（后续可升级为神玑NX9031芯片），并且不会配备激光雷达，采用与特斯拉同样的纯视觉路线，新车在交付时即具备城市领航辅助功能。另外，在换电补能方面，阿尔卑斯品牌车型只能使用第三代以上换电站进行换电，不支持第一代和第二代换电站，目的就是为了进行区隔。在动力方面，阿尔卑斯车型预计会采用单电机后置布局，电池容量大概率还是会提供75千瓦时和100千瓦时可选。此外，根据该媒体透露，阿尔卑斯品牌会推出三款车，除了第一款SUV，第二款车将是一款轿车，更加偏向家用和性价比，预计2025年推出。对于阿尔卑斯品牌第一款车型，李斌表示它必定成为销量担当，担起冲量重任。同时还表示，20到30万的市场竞争会非常惨烈，不希望NIO这个品牌卷到该市场里面去。以上信息并非官方发布，最终以蔚来官方公布为准。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2036,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3539928148899666","authorId":"3539928148899666","name":"GP黑白熊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3539928148899666","idStr":"3539928148899666"},"content":"9块钱的时候=相信蔚来 冲20块。","text":"9块钱的时候=相信蔚来 冲20块。","html":"9块钱的时候=相信蔚来 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这周先下8，下周到7。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259898497667240","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":258774775795896,"gmtCreate":1704207467541,"gmtModify":1704207469346,"author":{"id":"3462077538108273","authorId":"3462077538108273","name":"心太乱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3462077538108273","idStr":"3462077538108273"},"themes":[],"htmlText":"全年盈利，24年预估销量翻一倍多。还大跌，看来庄家不是一般的坏种，使劲割小散户筹码。","listText":"全年盈利，24年预估销量翻一倍多。还大跌，看来庄家不是一般的坏种，使劲割小散户筹码。","text":"全年盈利，24年预估销量翻一倍多。还大跌，看来庄家不是一般的坏种，使劲割小散户筹码。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/258774775795896","isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":258698002473232,"gmtCreate":1704186373720,"gmtModify":1704189683100,"author":{"id":"3462077538108273","authorId":"3462077538108273","name":"心太乱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3462077538108273","idStr":"3462077538108273"},"themes":[],"htmlText":"<a 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又有新品牌签约换电了，咋不公布呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/252116602114136","repostId":"2391572030","repostType":2,"repost":{"id":"2391572030","pubTimestamp":1702561080,"share":"https://www.laohu8.com/m/news/2391572030?lang=&edition=full","pubTime":"2023-12-14 21:38","market":"hk","language":"zh","title":"李斌最新发声","url":"https://stock-news.laohu8.com/highlight/detail?id=2391572030","media":"中国基金报","summary":"对于换电站运营成本，李斌也作出分析。值得一提的是，面对“蔚来接下来会否裁员”这一尖锐问题，李斌直言，“新一轮裁员是没有的事，但蔚来会持续优化组织和效率”。未来两年竞争会非常惨烈在交流会上，李斌也对接下来的新能源汽车市场作出研判。在12月23日，蔚来将在2023年NIO DAY上发布其旗舰车型，用李斌的话说，该车型是“蔚来技术创新的结晶之作”。而在会上，李斌还透露，其基于NT3.0平台的MPV车型已经立项。","content":"<div>\n<p>“明年市场将会非常惨烈，但我们不能跟着别人卷，蔚来不会以价换量。”蔚来创始人、董事长李斌面对记者提问时直言。12月14日，在蔚来媒体面对面活动中，李斌直面了近期市场关注的诸多问题，包括接连与长安和吉利达成换电合作、调整对利润提升没有贡献的项目、以及甚至市场流传已久的“裁员优化问题”。值得注意的是，他在交流会中提及，又与一家车企进行了新的换电联盟业务签约，“朋友圈”进一步扩大。换电引入合作方并非为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023121421430983f8eff3&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>李斌最新发声</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n李斌最新发声\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-14 21:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023121421430983f8eff3&s=b><strong>中国基金报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“明年市场将会非常惨烈，但我们不能跟着别人卷，蔚来不会以价换量。”蔚来创始人、董事长李斌面对记者提问时直言。12月14日，在蔚来媒体面对面活动中，李斌直面了近期市场关注的诸多问题，包括接连与长安和吉利达成换电合作、调整对利润提升没有贡献的项目、以及甚至市场流传已久的“裁员优化问题”。值得注意的是，他在交流会中提及，又与一家车企进行了新的换电联盟业务签约，“朋友圈”进一步扩大。换电引入合作方并非为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023121421430983f8eff3&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1588":"回港中概股","BK1119":"汽车制造商","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023121421430983f8eff3&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2391572030","content_text":"“明年市场将会非常惨烈，但我们不能跟着别人卷，蔚来不会以价换量。”蔚来创始人、董事长李斌面对记者提问时直言。12月14日，在蔚来媒体面对面活动中，李斌直面了近期市场关注的诸多问题，包括接连与长安和吉利达成换电合作、调整对利润提升没有贡献的项目、以及甚至市场流传已久的“裁员优化问题”。值得注意的是，他在交流会中提及，又与一家车企进行了新的换电联盟业务签约，“朋友圈”进一步扩大。换电引入合作方并非为降本众所周知，换电模式是蔚来立足新能源汽车行业的一块“独有招牌”。但长期以来，这一模式由于刚性投入巨大而饱受市场诟病。尤其是蔚来亏损状况迟迟未出现改善的背景下，市场质疑的声音更加尖锐。近期，蔚来迎来两位极具实力的伙伴。11月21日、29日，蔚来先后宣布与“国家队”长安汽车，民企“巨头”吉利控股在换电领域合作。不过，这一举动也引来“蔚来甩包袱”的猜测。“换电业务从来不是蔚来的‘包袱’，”李斌在接受中国基金报记者采访时直言，“我们引入合作方并不是为了降本，相反而是为了扩大盈利。”他表示，蔚来从做换电业务第一天开始，就在考虑开放。他将“换电模式”类比亚马逊的云业务，“只有自己把这一模式跑通了，才能向市场开放，现在开放正是时候。”他坦言。对于换电站运营成本，李斌也作出分析。“一个换电站运营成本并不高，每年加上折旧和摊销，成本在30万-40万之间，而且换电站也可以参与部分地区的储能业务，”他表示，“单个换电站每天实现60单换电业务就可以盈利。”据悉，截至12月5日，蔚来已经累计在全球布局换电站2226座，其中包括国内高速公路换电站694座，累计为用户提供超3320万次换电服务。他透露，对于与长安和吉利的合作，蔚来已经成立了专门小组，帮助合作伙伴开发换电版本车型。他提到，单个车型的换电底盘改造大概费用在1000万-2000万元左右。值得注意的是，此前李斌曾提及，除了长安和吉利之外，还有4、5家企业正在谈换电合作。他在交流会中作出总结：现在有意与蔚来在换电领域合作的有个共同点，即都接触过换电业务。他表示，只有接触过才会知道规模效应对于换电模式的重要性。在他看来，搭建换电庞大的网络，并非想建就可以建，会面临很多制约因素。而蔚来恰好在换电领域具有绝对话语权。在会上，李斌还作出剧透：“12月14日上午，刚与某车企进行了换电联盟业务签约，换电朋友圈进一步扩大。”ROI成核心量化指标今年三季度，蔚来在盈利方面有所好转。其三季度综合毛利率从二季度的1%提升至8%，而汽车毛利率升至11.0%。相应的，其亏损面也有所收窄，三季度单季净亏损额为45.57亿元，环比二季度下降了24.8%。但对于蔚来而言，警报并未解除。李斌在降本方面也下达重要指令：“蔚来将对三年不盈利、或对毛利提升没贡献的项目进行调整，比如电池自制。”他在此次交流会中也对此作出解释。他表示，三年内电池制造改善不了毛利，固定资产投入换毛利“能推就推”。据悉，蔚来电池研发团队于2021年开始组建。去年6月，蔚来方面曾透露，拥有超过400人组成的电池相关团队，正深入参与电池材料、电芯与整包设计、电池管理系统、制造工艺等研发工作，全面建立与增强电池体系化研发和工业化能力。“电池制造需要漫长的投入期，还需要经历产能爬坡以及设立回收部门，目前状况并不支持这一业务。”李斌坦言。但他同时称，蔚来将继续进行电池内部研发工作，“研发电池可以改善毛利，管理效率换毛利是必须的。”他强调，蔚来降本提效的同时，会保证研发投入。“以后整体费用中研发费用是大头，2022年投入了108亿研发费用，今年每个季度也保持在30亿元，接下来也会保持这个研发力度。”在他看来，“不投研发可以换来盈利，但不保证研发强度，未来在市场上照样活不下去。”在交流会上，李斌多次提及ROI（投资回报率）指标。“接下来，每个细分项目都要计算投资回报率。”他直言。似乎ROI已经成为蔚来项目投入的核心量化指标。值得一提的是，面对“蔚来接下来会否裁员”这一尖锐问题，李斌直言，“新一轮裁员是没有的事，但蔚来会持续优化组织和效率”。他透露，在此前的调整中，智能驾驶、操作系统等智能化相关的部门没有受到影响，但电池制造部门有缩减，其它业务也对重复部门和岗位进行了合并。未来两年竞争会非常惨烈在交流会上，李斌也对接下来的新能源汽车市场作出研判。对于2024年-2025年，李斌判断，“竞争将会非常惨烈”。他表示，目前很多同行都在负毛利的状况下做业务，蔚来的首要任务是保证先活下来。但他同时提到一个前提，即“蔚来坚持不降价，不以价换量”。而且他强调，蔚来品牌会继续向高端发力。他表示，“ET5将是蔚来售价最低的产品，不会有比这款车定价更低的蔚来产品推出，蔚来品牌也坚决不会下沉至20万到30万元市场，我们不能跟别人一起卷。”不过，在他看来，此前两年受制于基础设施不足、锂价飙涨等因素，高端纯电动汽车市场还没有爆发。但结合目前的市场走势可以判断，2024年-2025年，高端纯电新能源汽车市场将迎来爆发式增长。而蔚来会把以下领域作为公司发展的优先级：一是保障产品的技术领先；二是保障销售服务网络稳定；三是保障三个品牌9款车的技术研发。在12月23日，蔚来将在2023年NIO DAY上发布其旗舰车型，用李斌的话说，该车型是“蔚来技术创新的结晶之作”。而在会上，李斌还透露，其基于NT3.0平台的MPV车型已经立项。不过对于第二品牌何时发布，李斌则表示，“不会那么快，我们先等等看”。其原因便在于20万-30万元市场明年竞争将会异常激烈。据悉，蔚来第二品牌近期已经完成了VB车（Verification Build开发验证试制样车）试制。其主要面向中端市场，直接竞争对手是特斯拉、丰田、大众这些品牌的产品。（文章来源：中国基金报）","news_type":1},"isVote":1,"tweetType":1,"viewCount":3060,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572130445577337","authorId":"3572130445577337","name":"百亿身价经验","avatar":"https://static.tigerbbs.com/e0632ad189c6299680913be65096ba4a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3572130445577337","idStr":"3572130445577337"},"content":"最好是飞凡，因为这是真换电，其他都还早","text":"最好是飞凡，因为这是真换电，其他都还早","html":"最好是飞凡，因为这是真换电，其他都还早"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":252116322000984,"gmtCreate":1702570114553,"gmtModify":1702570116190,"author":{"id":"3462077538108273","authorId":"3462077538108273","name":"心太乱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3462077538108273","idStr":"3462077538108273"},"themes":[],"htmlText":"又有新品牌签约合作换电了？","listText":"又有新品牌签约合作换电了？","text":"又有新品牌签约合作换电了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/252116322000984","repostId":"2391572030","repostType":2,"repost":{"id":"2391572030","pubTimestamp":1702561080,"share":"https://www.laohu8.com/m/news/2391572030?lang=&edition=full","pubTime":"2023-12-14 21:38","market":"hk","language":"zh","title":"李斌最新发声","url":"https://stock-news.laohu8.com/highlight/detail?id=2391572030","media":"中国基金报","summary":"对于换电站运营成本，李斌也作出分析。值得一提的是，面对“蔚来接下来会否裁员”这一尖锐问题，李斌直言，“新一轮裁员是没有的事，但蔚来会持续优化组织和效率”。未来两年竞争会非常惨烈在交流会上，李斌也对接下来的新能源汽车市场作出研判。在12月23日，蔚来将在2023年NIO DAY上发布其旗舰车型，用李斌的话说，该车型是“蔚来技术创新的结晶之作”。而在会上，李斌还透露，其基于NT3.0平台的MPV车型已经立项。","content":"<div>\n<p>“明年市场将会非常惨烈，但我们不能跟着别人卷，蔚来不会以价换量。”蔚来创始人、董事长李斌面对记者提问时直言。12月14日，在蔚来媒体面对面活动中，李斌直面了近期市场关注的诸多问题，包括接连与长安和吉利达成换电合作、调整对利润提升没有贡献的项目、以及甚至市场流传已久的“裁员优化问题”。值得注意的是，他在交流会中提及，又与一家车企进行了新的换电联盟业务签约，“朋友圈”进一步扩大。换电引入合作方并非为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023121421430983f8eff3&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 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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李斌最新发声\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-14 21:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023121421430983f8eff3&s=b><strong>中国基金报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“明年市场将会非常惨烈，但我们不能跟着别人卷，蔚来不会以价换量。”蔚来创始人、董事长李斌面对记者提问时直言。12月14日，在蔚来媒体面对面活动中，李斌直面了近期市场关注的诸多问题，包括接连与长安和吉利达成换电合作、调整对利润提升没有贡献的项目、以及甚至市场流传已久的“裁员优化问题”。值得注意的是，他在交流会中提及，又与一家车企进行了新的换电联盟业务签约，“朋友圈”进一步扩大。换电引入合作方并非为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023121421430983f8eff3&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1588":"回港中概股","BK1119":"汽车制造商","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023121421430983f8eff3&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2391572030","content_text":"“明年市场将会非常惨烈，但我们不能跟着别人卷，蔚来不会以价换量。”蔚来创始人、董事长李斌面对记者提问时直言。12月14日，在蔚来媒体面对面活动中，李斌直面了近期市场关注的诸多问题，包括接连与长安和吉利达成换电合作、调整对利润提升没有贡献的项目、以及甚至市场流传已久的“裁员优化问题”。值得注意的是，他在交流会中提及，又与一家车企进行了新的换电联盟业务签约，“朋友圈”进一步扩大。换电引入合作方并非为降本众所周知，换电模式是蔚来立足新能源汽车行业的一块“独有招牌”。但长期以来，这一模式由于刚性投入巨大而饱受市场诟病。尤其是蔚来亏损状况迟迟未出现改善的背景下，市场质疑的声音更加尖锐。近期，蔚来迎来两位极具实力的伙伴。11月21日、29日，蔚来先后宣布与“国家队”长安汽车，民企“巨头”吉利控股在换电领域合作。不过，这一举动也引来“蔚来甩包袱”的猜测。“换电业务从来不是蔚来的‘包袱’，”李斌在接受中国基金报记者采访时直言，“我们引入合作方并不是为了降本，相反而是为了扩大盈利。”他表示，蔚来从做换电业务第一天开始，就在考虑开放。他将“换电模式”类比亚马逊的云业务，“只有自己把这一模式跑通了，才能向市场开放，现在开放正是时候。”他坦言。对于换电站运营成本，李斌也作出分析。“一个换电站运营成本并不高，每年加上折旧和摊销，成本在30万-40万之间，而且换电站也可以参与部分地区的储能业务，”他表示，“单个换电站每天实现60单换电业务就可以盈利。”据悉，截至12月5日，蔚来已经累计在全球布局换电站2226座，其中包括国内高速公路换电站694座，累计为用户提供超3320万次换电服务。他透露，对于与长安和吉利的合作，蔚来已经成立了专门小组，帮助合作伙伴开发换电版本车型。他提到，单个车型的换电底盘改造大概费用在1000万-2000万元左右。值得注意的是，此前李斌曾提及，除了长安和吉利之外，还有4、5家企业正在谈换电合作。他在交流会中作出总结：现在有意与蔚来在换电领域合作的有个共同点，即都接触过换电业务。他表示，只有接触过才会知道规模效应对于换电模式的重要性。在他看来，搭建换电庞大的网络，并非想建就可以建，会面临很多制约因素。而蔚来恰好在换电领域具有绝对话语权。在会上，李斌还作出剧透：“12月14日上午，刚与某车企进行了换电联盟业务签约，换电朋友圈进一步扩大。”ROI成核心量化指标今年三季度，蔚来在盈利方面有所好转。其三季度综合毛利率从二季度的1%提升至8%，而汽车毛利率升至11.0%。相应的，其亏损面也有所收窄，三季度单季净亏损额为45.57亿元，环比二季度下降了24.8%。但对于蔚来而言，警报并未解除。李斌在降本方面也下达重要指令：“蔚来将对三年不盈利、或对毛利提升没贡献的项目进行调整，比如电池自制。”他在此次交流会中也对此作出解释。他表示，三年内电池制造改善不了毛利，固定资产投入换毛利“能推就推”。据悉，蔚来电池研发团队于2021年开始组建。去年6月，蔚来方面曾透露，拥有超过400人组成的电池相关团队，正深入参与电池材料、电芯与整包设计、电池管理系统、制造工艺等研发工作，全面建立与增强电池体系化研发和工业化能力。“电池制造需要漫长的投入期，还需要经历产能爬坡以及设立回收部门，目前状况并不支持这一业务。”李斌坦言。但他同时称，蔚来将继续进行电池内部研发工作，“研发电池可以改善毛利，管理效率换毛利是必须的。”他强调，蔚来降本提效的同时，会保证研发投入。“以后整体费用中研发费用是大头，2022年投入了108亿研发费用，今年每个季度也保持在30亿元，接下来也会保持这个研发力度。”在他看来，“不投研发可以换来盈利，但不保证研发强度，未来在市场上照样活不下去。”在交流会上，李斌多次提及ROI（投资回报率）指标。“接下来，每个细分项目都要计算投资回报率。”他直言。似乎ROI已经成为蔚来项目投入的核心量化指标。值得一提的是，面对“蔚来接下来会否裁员”这一尖锐问题，李斌直言，“新一轮裁员是没有的事，但蔚来会持续优化组织和效率”。他透露，在此前的调整中，智能驾驶、操作系统等智能化相关的部门没有受到影响，但电池制造部门有缩减，其它业务也对重复部门和岗位进行了合并。未来两年竞争会非常惨烈在交流会上，李斌也对接下来的新能源汽车市场作出研判。对于2024年-2025年，李斌判断，“竞争将会非常惨烈”。他表示，目前很多同行都在负毛利的状况下做业务，蔚来的首要任务是保证先活下来。但他同时提到一个前提，即“蔚来坚持不降价，不以价换量”。而且他强调，蔚来品牌会继续向高端发力。他表示，“ET5将是蔚来售价最低的产品，不会有比这款车定价更低的蔚来产品推出，蔚来品牌也坚决不会下沉至20万到30万元市场，我们不能跟别人一起卷。”不过，在他看来，此前两年受制于基础设施不足、锂价飙涨等因素，高端纯电动汽车市场还没有爆发。但结合目前的市场走势可以判断，2024年-2025年，高端纯电新能源汽车市场将迎来爆发式增长。而蔚来会把以下领域作为公司发展的优先级：一是保障产品的技术领先；二是保障销售服务网络稳定；三是保障三个品牌9款车的技术研发。在12月23日，蔚来将在2023年NIO DAY上发布其旗舰车型，用李斌的话说，该车型是“蔚来技术创新的结晶之作”。而在会上，李斌还透露，其基于NT3.0平台的MPV车型已经立项。不过对于第二品牌何时发布，李斌则表示，“不会那么快，我们先等等看”。其原因便在于20万-30万元市场明年竞争将会异常激烈。据悉，蔚来第二品牌近期已经完成了VB车（Verification Build开发验证试制样车）试制。其主要面向中端市场，直接竞争对手是特斯拉、丰田、大众这些品牌的产品。（文章来源：中国基金报）","news_type":1},"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":252108358267128,"gmtCreate":1702568240186,"gmtModify":1702568351705,"author":{"id":"3462077538108273","authorId":"3462077538108273","name":"心太乱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3462077538108273","idStr":"3462077538108273"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>别怂，md以后给我硬起来","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>别怂，md以后给我硬起来","text":"$蔚来(NIO)$ 别怂，md以后给我硬起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/252108358267128","isVote":1,"tweetType":1,"viewCount":1616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":251078026969400,"gmtCreate":1702306478784,"gmtModify":1702306480532,"author":{"id":"3462077538108273","authorId":"3462077538108273","name":"心太乱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3462077538108273","idStr":"3462077538108273"},"themes":[],"htmlText":"和你开个玩笑，你啥时不说了估计就破七块了","listText":"和你开个玩笑，你啥时不说了估计就破七块了","text":"和你开个玩笑，你啥时不说了估计就破七块了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251078026969400","repostId":"251072933835040","repostType":1,"repost":{"id":251072933835040,"gmtCreate":1702305187344,"gmtModify":1702305189656,"author":{"id":"4109416008385830","authorId":"4109416008385830","name":"Ohwgo","avatar":"https://static.tigerbbs.com/33ab0fac32f7e1f5ece18a349be8a291","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109416008385830","idStr":"4109416008385830"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>我来了，今天看来又是凉凉的一天，什么时候能破7啊。等我好辛苦[愤怒]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>我来了，今天看来又是凉凉的一天，什么时候能破7啊。等我好辛苦[愤怒]&nbsp;&nbsp;","text":"$蔚来(NIO)$ 我来了，今天看来又是凉凉的一天，什么时候能破7啊。等我好辛苦[愤怒]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251072933835040","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":249535489179904,"gmtCreate":1701961834492,"gmtModify":1701961836594,"author":{"id":"3462077538108273","authorId":"3462077538108273","name":"心太乱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3462077538108273","idStr":"3462077538108273"},"themes":[],"htmlText":"李斌你赶紧把马麟开除了吧，这货去年微博头图全是老款蔚来车型，关键里面还有福特的车型图片。这么一个高管做事太不认真负责了，推广没少花钱效果一塌糊涂。","listText":"李斌你赶紧把马麟开除了吧，这货去年微博头图全是老款蔚来车型，关键里面还有福特的车型图片。这么一个高管做事太不认真负责了，推广没少花钱效果一塌糊涂。","text":"李斌你赶紧把马麟开除了吧，这货去年微博头图全是老款蔚来车型，关键里面还有福特的车型图片。这么一个高管做事太不认真负责了，推广没少花钱效果一塌糊涂。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/249535489179904","repostId":"2389118021","repostType":2,"repost":{"id":"2389118021","pubTimestamp":1701959309,"share":"https://www.laohu8.com/m/news/2389118021?lang=&edition=full","pubTime":"2023-12-07 22:28","market":"hk","language":"zh","title":"蔚来高管曝理想汽车在抖音投放9000万 微博CEO回应","url":"https://stock-news.laohu8.com/highlight/detail?id=2389118021","media":"快科技","summary":"快科技12月7日消息，理想汽车CEO李想日前表示，理想汽车是中国所有汽车品牌里营销和传播费用率最低的企业，引起网友热议关注。蔚来高管马麟转发李想微博表示，根据“天（星）眼（图）”系统，理想今年3款车在抖音平台的内容投放应该在9000万元左右，花费最大的不是微博平台，同时提醒大家关心研发费用和费效。","content":"<html><body><p>快科技12月7日消息，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>CEO李想日前表示，理想汽车是中国所有汽车品牌里营销和传播费用率最低的企业，引起网友热议关注。</p><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>高管马麟转发李想微博表示，根据“天（星）眼（图）”系统，<strong>理想今年3款车在抖音平台的内容投放应该在9000万元左右，花费最大的不是微博平台，</strong>同时提醒大家关心研发费用和费效。</p><p>有媒体在线喊话微博CEO，询问怎么看理想汽车的投放选择？</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>对此，@来去之间（微博CEO）回应称：<strong>投抖音这不很正常么？说过很多次了，投放什么广告其实是渠道决定的。</strong></p><p>新能源车的渠道已经从燃油车的城市边缘4s店转向了城市商场的品牌店，这时候不能再买到店线索了，而是学习HMOV投用户品牌第一提及率，哪些平台能给商场用户“洗脑”就投哪些，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>该不会还在买线索吧？</p><p>此外，作为对比，理想汽车财报显示，2023年第三季度，理想汽车营销费用为53.1亿元，同比增加60.2%；<strong>而2023年三季度，蔚来销售、一般级行政费用为36.09亿元。</strong></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p></body></html>","source":"ifeng_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来高管曝理想汽车在抖音投放9000万 微博CEO回应</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","02015":"理想汽车-W","BK4077":"互动媒体与服务","BK4502":"阿里概念","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0052750758.USD":"富兰克林中国基金A Acc","BK4505":"高瓴资本持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK1119":"汽车制造商","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4563":"昨日强势股","BK4548":"巴美列捷福持仓","09866":"蔚来-SW","LU1720050803.USD":"安联全方位中国股票基金","BK4526":"热门中概股","WB":"微博","BK4532":"文艺复兴科技持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","NIO.SI":"蔚来","BK4513":"直播概念","BK1575":"同股不同权","NIO":"蔚来","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK1539":"汽车股","LI":"理想汽车","BK4509":"腾讯概念","BK1588":"回港中概股","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","BK4508":"社交媒体","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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