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12-23 22:25

$蔚来(NIO)$ 销量销量，重点是销量！傻瓜

12-17

$哔哩哔哩(BILI)$ 公司20价位回购，看好上30！

12-11

$蔚来(NIO)$ 这销量。。太拉夸了吧

12-06

$哔哩哔哩(BILI)$ 开始回购了，小破站牛逼

11-28

$蔚来-SW(09866)$ 好神奇，又回到了九月份，一切都没发生，一场梦，埋了多少人[笑哭]

11-05

$蔚来(NIO)$ 乐道有没有销量都没变化，难道乐道的竞对是蔚来？

10-30

$蔚来-SW(09866)$ 出海没希望了，加剧国内内卷啊

09-27

$蔚来(NIO)$ 目标20！

09-19

$哔哩哔哩(BILI)$ 三谋流水数据非常好呀，iOS冲前三了

09-05

苦尽甘来

蔚来Q2营收174.5亿元，同比增长98.9%，给出强劲交付指引

08-28

$农夫山泉(09633)$ 目标价：15

06-12

$哔哩哔哩(BILI)$ 三国明天发，期待！能不能上二十就看它了

06-04

【投票贴】$蔚来-SW(09866)$ 😌

05-29

$Faraday Future(FFIE)$ 3.6清仓了，去年买了之后跌了99%，后面涨了一百倍回本还小赚，现在看来很明智，美股不是A股，这已经是奇迹，不会再有第二次

05-28

$蔚来-SW(09866)$ 继续加仓，销量的飞轮起来了

05-20

$Faraday Future(FFIE)$ 赌场不到一小时又要开门啦

05-17

$哔哩哔哩(BILI)$ 打爆空头！业绩好，游戏有亮点！

05-17

蔚来黑子真多啊，各种角度，未来有换电，有能源这条主线，他人能不多嘛？没脑子

四大新势力品牌人效对比：极氪直逼理想蔚来最低

05-17

什么②b标题啊，小米首发就卖这个价有媒体用这种阴间滤镜标题吗？打着质疑名义摸黑

新车21.99万，李斌急了？

05-16

$茶百道(02555)$ 无量下跌，没啥核心竞争力，本质就是品牌和加盟商管理，但胖猫事件反应了这俩都做的很烂，一个靠流量生存的公司却因为内部草台班子导致被流量反噬，即使没有这个事件，自身壁垒也很低

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17:31","market":"us","language":"zh","title":"蔚来Q2营收174.5亿元，同比增长98.9%，给出强劲交付指引","url":"https://stock-news.laohu8.com/highlight/detail?id=1149491014","media":"老虎资讯综合","summary":"Q2每ADS亏损2.5元。","content":"<html><head></head><body><p>9月5日，蔚来发布 2024 年二季度财报，营收和交付量双创新高：</p><p>二季度营收 174.5 亿元，同比增长 98.9%，环比增长 76.1%。</p><p>二季度调整后净亏损 45.35 亿元，上年同期净亏损 54.46 亿元。</p><p style=\"text-align: justify;\">二季度交付量 5.74 万台，同比增长 143.9%，环比增长 90.9%；整车毛利率 12.2%，同比提升 6 个百分点，环比提升 3 个百分点；研发支出 32.2 亿元，现金储备 416 亿元，亏损同比大幅收窄 16.7%。</p><p style=\"text-align: justify;\">蔚来同时给出史上最强单季交付和营收指引：</p><p style=\"text-align: justify;\">三季度交付指引为 6.1 万台至 6.3 万台；三季度营收指引为 191.1 亿元至 196.7 亿元，两项指引均创历史新高。</p><p>蔚来盘前股价直线拉升，截至发稿涨幅超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e66ca0c27514ab75d42fcc6f383dc0cc\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4562ce23dc6d3d1bc2c28bb107ff05e\" tg-width=\"905\" 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class=\"title\">\n蔚来Q2营收174.5亿元，同比增长98.9%，给出强劲交付指引\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-09-05 17:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月5日，蔚来发布 2024 年二季度财报，营收和交付量双创新高：</p><p>二季度营收 174.5 亿元，同比增长 98.9%，环比增长 76.1%。</p><p>二季度调整后净亏损 45.35 亿元，上年同期净亏损 54.46 亿元。</p><p style=\"text-align: justify;\">二季度交付量 5.74 万台，同比增长 143.9%，环比增长 90.9%；整车毛利率 12.2%，同比提升 6 个百分点，环比提升 3 个百分点；研发支出 32.2 亿元，现金储备 416 亿元，亏损同比大幅收窄 16.7%。</p><p style=\"text-align: justify;\">蔚来同时给出史上最强单季交付和营收指引：</p><p style=\"text-align: justify;\">三季度交付指引为 6.1 万台至 6.3 万台；三季度营收指引为 191.1 亿元至 196.7 亿元，两项指引均创历史新高。</p><p>蔚来盘前股价直线拉升，截至发稿涨幅超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e66ca0c27514ab75d42fcc6f383dc0cc\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4562ce23dc6d3d1bc2c28bb107ff05e\" tg-width=\"905\" tg-height=\"15954\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149491014","content_text":"9月5日，蔚来发布 2024 年二季度财报，营收和交付量双创新高：二季度营收 174.5 亿元，同比增长 98.9%，环比增长 76.1%。二季度调整后净亏损 45.35 亿元，上年同期净亏损 54.46 亿元。二季度交付量 5.74 万台，同比增长 143.9%，环比增长 90.9%；整车毛利率 12.2%，同比提升 6 个百分点，环比提升 3 个百分点；研发支出 32.2 亿元，现金储备 416 亿元，亏损同比大幅收窄 16.7%。蔚来同时给出史上最强单季交付和营收指引：三季度交付指引为 6.1 万台至 6.3 万台；三季度营收指引为 191.1 亿元至 196.7 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打爆空头！业绩好，游戏有亮点！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306881859141816","isVote":1,"tweetType":1,"viewCount":5391,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580106986186914","authorId":"3580106986186914","name":"Enndm_","avatar":"https://static.tigerbbs.com/2918527ef8b7e0bfccea56c4ae9f0d7f","crmLevel":2,"crmLevelSwitch":0,"idStr":"3580106986186914","authorIdStr":"3580106986186914"},"content":"你说完这话过了一天游戏就被韩国队暴打，直接连跌三天哈哈","text":"你说完这话过了一天游戏就被韩国队暴打，直接连跌三天哈哈","html":"你说完这话过了一天游戏就被韩国队暴打，直接连跌三天哈哈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306792637477064,"gmtCreate":1715935117323,"gmtModify":1715935489348,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"蔚来黑子真多啊，各种角度，未来有换电，有能源这条主线，他人能不多嘛？没脑子","listText":"蔚来黑子真多啊，各种角度，未来有换电，有能源这条主线，他人能不多嘛？没脑子","text":"蔚来黑子真多啊，各种角度，未来有换电，有能源这条主线，他人能不多嘛？没脑子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306792637477064","repostId":"2436951409","repostType":2,"repost":{"id":"2436951409","kind":"news","pubTimestamp":1715916991,"share":"https://www.laohu8.com/m/news/2436951409?lang=&edition=full","pubTime":"2024-05-17 11:36","market":"us","language":"zh","title":"四大新势力品牌人效对比：极氪直逼理想 蔚来最低","url":"https://stock-news.laohu8.com/highlight/detail?id=2436951409","media":"网易新闻","summary":"有媒体统计了理想、极氪、蔚来和小鹏四大新势力品牌的人效数据，结果显示，理想高居第一，蔚来则排在末尾。而在员工人数上，蔚来最多，理想与之相差不大，小鹏是最少的。简单计算人均营收可知，理想实现了最高的人效，但极氪作为后起之秀也做到了直逼理想的成绩，蔚来的人效则一言难尽，小鹏表现平平。同期，蔚来、小鹏、极氪员工的同比增幅分别是23%、17%、28%。","content":"<html><body><article><p>【智车派新闻】近日，理想裁员的消息在汽车圈传得沸沸扬扬。但不可否认的是，不管是交付数据还是盈利情况，理想都是新势力中的榜样，甚至说“表现最好”也不为过。有媒体统计了理想、<a href=\"https://laohu8.com/S/ZK\">极氪</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和小鹏四大新势力品牌的人效数据，结果显示，理想高居第一，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>则排在末尾。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240517113632084v152lq36fq6aab0\"/><p><a href=\"https://laohu8.com/S/LI\">理想汽车</a></p><p>如图，从营收情况来看，从高到低依次是理想、蔚来、极氪和小鹏，理想甚至达到了小鹏的四倍，也是另外两家的两倍还多。而在员工人数上，蔚来最多，理想与之相差不大，小鹏是最少的。简单计算人均营收可知，理想实现了最高的人效，但极氪作为后起之秀也做到了直逼理想的成绩，蔚来的人效则一言难尽，小鹏表现平平。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240517113633315v152p3s81z7vo3e\"/><p>数据显示，2023年，理想共交付37.6万台车，<span>净利润</span>超过118亿元，成为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>之后第三家盈利的新能源车企。媒体分析称，良好的财务表现是理想汽车扩张的底气，全公司的人员此前是按照80万台的销量预期进行配置的。因此，理想也成为扩张最快的新势力。和2022年相比，理想汽车员工人数同比增长了63%。同期，蔚来、小鹏、极氪员工的同比增幅分别是23%、17%、28%。</p><p>然而，在企业经营状况不及预期之时，一般迎来的是简单有效的人员优化。去年11月，蔚来CEO李斌在内部信中指出，公司将减少10%左右的岗位。理想这边，据报道，其正在进行新一轮的人员优化，整体优化比例超过18%。按照2023年财报中的3.16万人计算，这轮优化涉及超过5600人。</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>四大新势力品牌人效对比：极氪直逼理想 蔚来最低</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四大新势力品牌人效对比：极氪直逼理想 蔚来最低\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-17 11:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405171136368772cdf8&s=b><strong>网易新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【智车派新闻】近日，理想裁员的消息在汽车圈传得沸沸扬扬。但不可否认的是，不管是交付数据还是盈利情况，理想都是新势力中的榜样，甚至说“表现最好”也不为过。有媒体统计了理想、极氪、蔚来和小鹏四大新势力品牌的人效数据，结果显示，理想高居第一，蔚来则排在末尾。理想汽车如图，从营收情况来看，从高到低依次是理想、蔚来、极氪和小鹏，理想甚至达到了小鹏的四倍，也是另外两家的两倍还多。而在员工人数上，蔚来最多，理想...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405171136368772cdf8&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","BK4581":"高盛持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LI":"理想汽车","BK4504":"桥水持仓","BK4099":"汽车制造商","LU0052750758.USD":"富兰克林中国基金A Acc","BK4548":"巴美列捷福持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","09866":"蔚来-SW","NIO.SI":"蔚来","XPEV":"小鹏汽车","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4509":"腾讯概念","BK4526":"热门中概股","BK4588":"碎股","NIO":"蔚来","ZK":"极氪","BK4574":"无人驾驶"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405171136368772cdf8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2436951409","content_text":"【智车派新闻】近日，理想裁员的消息在汽车圈传得沸沸扬扬。但不可否认的是，不管是交付数据还是盈利情况，理想都是新势力中的榜样，甚至说“表现最好”也不为过。有媒体统计了理想、极氪、蔚来和小鹏四大新势力品牌的人效数据，结果显示，理想高居第一，蔚来则排在末尾。理想汽车如图，从营收情况来看，从高到低依次是理想、蔚来、极氪和小鹏，理想甚至达到了小鹏的四倍，也是另外两家的两倍还多。而在员工人数上，蔚来最多，理想与之相差不大，小鹏是最少的。简单计算人均营收可知，理想实现了最高的人效，但极氪作为后起之秀也做到了直逼理想的成绩，蔚来的人效则一言难尽，小鹏表现平平。数据显示，2023年，理想共交付37.6万台车，净利润超过118亿元，成为特斯拉、比亚迪之后第三家盈利的新能源车企。媒体分析称，良好的财务表现是理想汽车扩张的底气，全公司的人员此前是按照80万台的销量预期进行配置的。因此，理想也成为扩张最快的新势力。和2022年相比，理想汽车员工人数同比增长了63%。同期，蔚来、小鹏、极氪员工的同比增幅分别是23%、17%、28%。然而，在企业经营状况不及预期之时，一般迎来的是简单有效的人员优化。去年11月，蔚来CEO李斌在内部信中指出，公司将减少10%左右的岗位。理想这边，据报道，其正在进行新一轮的人员优化，整体优化比例超过18%。按照2023年财报中的3.16万人计算，这轮优化涉及超过5600人。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306791585546328,"gmtCreate":1715934965809,"gmtModify":1715935486447,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"什么②b标题啊，小米首发就卖这个价有媒体用这种阴间滤镜标题吗？打着质疑名义摸黑","listText":"什么②b标题啊，小米首发就卖这个价有媒体用这种阴间滤镜标题吗？打着质疑名义摸黑","text":"什么②b标题啊，小米首发就卖这个价有媒体用这种阴间滤镜标题吗？打着质疑名义摸黑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306791585546328","repostId":"2436765961","repostType":2,"repost":{"id":"2436765961","kind":"news","pubTimestamp":1715930220,"share":"https://www.laohu8.com/m/news/2436765961?lang=&edition=full","pubTime":"2024-05-17 15:17","market":"hk","language":"zh","title":"新车21.99万，李斌急了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2436765961","media":"澎湃新闻","summary":"堆料十足，诚意满满，21.99万元预售价的新品乐道L60，多少有些超出意料，此次定价比原先市场传闻的25万元起售价，足足少了3万多元。显然，20多万元价格区间的市场竞争，已经到了让李斌不得不出手的时刻。3月27日晚间，蔚来汽车下调了2024年一季度交付展望。2023年，蔚来总营收为556.2亿元，同比增长12.9%，创历史新高。","content":"<div>\n<p>原创 朱晓宇 豹变“核心提示”雷军，把“蔚来”价格打下来了。不过乐道能担起重任吗？作者 | 朱晓宇编辑 | 邢昀这一次，李斌真的急了。堆料十足，诚意满满，21.99万元预售价的新品乐道L60，多少有些超出意料，此次定价比原先市场传闻的25万元起售价，足足少了3万多元。为了卖车，李斌几乎是贴着中高端市场的最低价格来定价，而且使出了“共享蔚来1000+换电站”的大招。从发布会的主题定位“乐道铁成”，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405171517388b119b01&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新车21.99万，李斌急了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-17 15:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405171517388b119b01&s=b><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原创 朱晓宇 豹变“核心提示”雷军，把“蔚来”价格打下来了。不过乐道能担起重任吗？作者 | 朱晓宇编辑 | 邢昀这一次，李斌真的急了。堆料十足，诚意满满，21.99万元预售价的新品乐道L60，多少有些超出意料，此次定价比原先市场传闻的25万元起售价，足足少了3万多元。为了卖车，李斌几乎是贴着中高端市场的最低价格来定价，而且使出了“共享蔚来1000+换电站”的大招。从发布会的主题定位“乐道铁成”，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405171517388b119b01&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BK1502":"双十一","BK1575":"同股不同权","BK1607":"新IT概念","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","BK1589":"北水核心资产","BK1588":"回港中概股","BK1506":"5G概念","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","BK1119":"汽车制造商","BK1523":"武汉本地概念股","BK1193":"电脑硬件、储存设备及电脑周边","01810":"小米集团-W","BK1521":"挪威政府全球养老基金持仓","XIACY":"小米集团ADR","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405171517388b119b01&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2436765961","content_text":"原创 朱晓宇 豹变“核心提示”雷军，把“蔚来”价格打下来了。不过乐道能担起重任吗？作者 | 朱晓宇编辑 | 邢昀这一次，李斌真的急了。堆料十足，诚意满满，21.99万元预售价的新品乐道L60，多少有些超出意料，此次定价比原先市场传闻的25万元起售价，足足少了3万多元。为了卖车，李斌几乎是贴着中高端市场的最低价格来定价，而且使出了“共享蔚来1000+换电站”的大招。从发布会的主题定位“乐道铁成”，以及李斌的态度来看，此次李斌势必要靠更低价格的乐道打开销量市场，让蔚来汽车的市场占有率再上一个台阶。值得注意的是，发布会现场，乐道汽车品牌总裁艾铁成作为主讲人宣布，乐道新品要等到9月份才开始交付，4个月的等待流程，算是刷新了车圈中交付时间纪录。这也从侧面说明，或许李斌真的等不及了。21.99万，“蔚来”价格打下来了5月15日，李斌带着诚意满满的新品“乐道L60”，杀入竞争最激烈的20万至30万元的市场。为了强调“诚意”，李斌不仅在汽车上堆料，发布会现场的水用的“橙意满满”，甚至李斌的妻子王奕芝也是身穿橙色长裙出席。作为级别最高的老板，以及蔚来最有流量的网红，李斌不仅上台做了开场致辞刷脸引流，还着重介绍了蔚来汽车换电站的最新成果。之后便向大众介绍了艾铁成，而艾铁成作为主讲人，全程介绍乐道首款车型L60的详细情况。定位家庭用车市场，是乐道的使命。在发布会中，无论是内部空间还是安全系数，乐道全面对标特斯拉Model Y，价格却比特斯拉Model Y便宜3万元。这也比刚发布没多久、主打家庭大五座的理想L6起售价便宜了2.99万元。如果再叠加目前预订金2000抵扣6000的政策，乐道L60起售价与小米SU7价格齐平。这也让人不禁想起，在小米SU7发布会现场，雷军公布最后价格时，李斌一瞬间的苦涩表情，大概从那时候起，乐道L60就重新勾勒了价格坐标。全程对标特斯拉Model Y的乐道L60，在智能驾驶方面采用了与特斯拉相同的纯视觉方案，全车配备7个800MP高清摄像头和4个星光360度摄像头，也能达到类似水平的智驾效果，同时降低乐道的造价成本。在智能座舱方面，乐道L60采用与蔚来ET9类似的横向中控屏造型，内置高通骁龙8295芯片。动力方面，乐道L60采用了900V高压电气架构，是蔚来下一代NT3.0车型关键技术，最长续航1000公里。此次发布会中，乐道强调L60的电耗水平超越了特斯拉，有意思的是小米SU7发布会上雷军曾称，“特斯拉能耗全球第一，遥遥领先，除了特斯拉，小米是国内最领先的公司”。回顾此次发布会，乐道L60的有些产品功能，甚至还超越了蔚来的一些主力车型，被蔚来汽车的老用户大呼“反向对老车主割韭菜”。最为关键的是，乐道L60不仅可以实现快速充电，还可以完成3分钟极速换电。据官方发布，购买乐道L60的车主，可以直接使用的第三代换电站已经超过一千座，自有充电桩2.5万根。而乐道L60全系配备换电服务，直接享受与蔚来主力车型同等的换电权益，引发了老车主的质疑。一直以来，以高端服务闻名的蔚来，与其他车型最能体现差异化的表现就是换电。而蔚来汽车能在高端定价中站住脚，其中有相当一部分是靠换电权益所带来的。乐道似乎已经提前意识到老用户的不满，在发布会上给了老用户足够多的权益，比如蔚来品牌用户购买乐道L60，提车后获赠3万积分，ES8创始版用户，提车后获赠5万积分。乐道能不能铁成，需要时间来揭晓答案，但从二级市场的反馈来看，蔚来汽车的第二品牌乐道发布后，美股蔚来汽车收盘跌了7.94%，港股蔚来汽车也微跌，市场的反馈似乎并不积极。迷信“铁成”，李斌的卖车焦虑一番诚意背后，是李斌对乐道汽车能否打开市场的销量焦虑。显然，20多万元价格区间的市场竞争，已经到了让李斌不得不出手的时刻。发布会上，艾铁成毫不避讳地表示自己没有造车经验，而李斌认为艾铁成能力突出，蔚来汽车背后有11000多名会造车的同学辅助做成这款车，艾铁成的任务就是要做对这件事。李斌对艾铁成的看好，除了与其能力息息相关，可能也对“艾铁成”这个名字情有独钟。在发布会中，李斌多次强调“这个名字特别好，铁成，一定成”，并认为“艾铁成”这个名字对于乐道品牌来说，具有非常好的寓意。即便是公开场合的玩笑话，这背后也透露出李斌对乐道的期望，以及对蔚来汽车整体销量难以攀升的焦虑。3月27日晚间，蔚来汽车下调了2024年一季度交付展望。公告显示，根据最近的业务进展，蔚来预期2024年第一季度交付约3万辆汽车。在此之前，蔚来的交付展望为3.1万辆至3.3万辆。今年前四个月，蔚来分别交付10055辆、8132辆、11866辆以及15620辆，虽然销量环比有所提升，但跟同一赛道的理想比，差距已然明显。在3月遇到Mega销量滑铁卢的最低潮期，理想的交付量依然达到了28984辆。在市场触及增量天花板的过程中，竞争对手也越来越卷，小米SU7占据流量优势，问界新M7入门版、极氪007等进行了价格下调。如此环境下，蔚来也如逆水行舟，不进则退。在3月5日的蔚来业绩会上，蔚来CEO李斌表示，有信心重回月交付2万辆的水平。为了进一步卖车，在3月14日蔚来长寿命电池战略沟通会上，官方发布了全新BaaS电池租用服务方案。消费者购买蔚来标准续航电池包且采用BaaS方式，车价立减7万元，被视为蔚来汽车应对价格战的举措。然而这种直接降价的方式，引起了老用户们的强烈不满，蔚来急需推出一个全新的品牌，来实现销量的提升。官宣的交付日期，乐道的车主需要提前4个月预定，也就是等到9月份才能提车，背后也透露出蔚来需要提前锁定潜在用户的焦虑。业内人士向《豹变》分析，也正因为时间长度问题，期间如果竞争对手抛出一些优惠政策，对于急于提车的用户来说更容易放弃乐道L60。“乐道的作用在于，吸引那些想买蔚来但因价格问题而退步的用户，作为子品牌，乐道没有像小米那样的自带流量，更没有像赛力斯那样自带光环，它在很多人眼里就是阉割版的蔚来，想卖爆并不容易，这点可以从蔚来没发布预订量也能窥探出来。”据了解，蔚来汽车改造的是ET5的部分生产线，并非为乐道专门设立了新的生产线。从成本的角度来看，ET5本身销量在蔚来体系里并不算佳，乐道占用其部分产能对于蔚来工厂来说，使得这部分生产线的设备变得更加高效。不过从信心的角度来看，一个全新的子品牌并没有独立的工厂和全新的生产线，也透露出蔚来高层对乐道品牌的观望。乐道的战争刚刚开始过去一年蔚来汽车的亏损加大，每卖出去一辆车相当于要亏近13万。这五年蔚来累计亏损了630亿元，2023年末从中东土豪融来的近160亿，也只是缓解了燃眉之急，自身造血能力充足才是关键，因此后续卖车成了李斌的首要任务。2023年，蔚来总营收为556.2亿元，同比增长12.9%，创历史新高。全年净亏损207.2亿元，也创下历年之最。对于业绩亏损，李斌在3月回应称，蔚来的钱花在了三个方面：一是研发投入；二是基础设施建设方面；三是创新业务，包括海外业务。持续的研发投入，以及换电设施等方面的投入，严重拖累了蔚来的资金流。直至今年，蔚来都没有实现通过销量的增长，来缓解营收连续亏损的尴尬。尤其是换电这样的基础设施建设，按照计划，今年，蔚来还将继续新建1000座换电站。但是巨大的投入支出下，蔚来品牌相对较小的保有量，很难摊薄成本，这制约了换电站的盈利能力。虽然蔚来开启了换电联盟，目前有吉利、长安、广汽等6家加入，不过优先提高自己品牌的用户量对于蔚来的发展意义更大。在现有的竞争格局中，新能源车企亏损是普遍现象，就连一骑绝尘的理想汽车，今年在遇到Mega滑铁卢之后，新发布的理想L6（乐道L60的竞品）上市12天，虽然累计订单突破2万台，但并没有达到预期。据21报道，理想也于近期开启一轮人员调整，优化率达到18%。与此同时，乐道L6同价位的竞品，包括理想L6、Model Y、问界M7、小鹏G9、比亚迪唐等，在20万至30万的价格区间打得火热。以唐荣耀版为例，其价格已经降到20万元以下；4月末，特斯拉又推出了“0首付超低息”。新一届营销王小米SU7，在同等价位区间圈出了将近10万台大定辆（官方说法是24小时内的大定数量是8.8万）。尽管如此，蔚来进军主流汽车消费市场的目标极为坚定。早在2020年，李斌在财报会议上就表示：“进入大众市场是蔚来的长期战略”，定价更低的乐道，更容易打动对价格敏感的用户受众。今年开年，李斌罕见地搞了一场直播。在直播中，李斌为自己曾经的“油车梗”频频致歉。此后，李斌频繁更新自己的社交平台，实时与用户分享自己的所见所闻及感受，拉近了与用户之间的距离。或许对于李斌来说，走进用户，也是进入大众市场的长期策略之一。只是这场长期策略需要一套组合拳，李斌只走了两步，未来的结果还需要时间来考验。你觉得乐道L60有吸引力吗？原标题：《新车21.99万，李斌急了》阅读原文","news_type":1},"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306361171935520,"gmtCreate":1715829887070,"gmtModify":1715829889633,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"$茶百道(02555)$ 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出海没希望了，加剧国内内卷啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365610534568240","isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346118229057752,"gmtCreate":1725531503211,"gmtModify":1725531505143,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"苦尽甘来","listText":"苦尽甘来","text":"苦尽甘来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346118229057752","repostId":"1149491014","repostType":2,"repost":{"id":"1149491014","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1725528700,"share":"https://www.laohu8.com/m/news/1149491014?lang=&edition=full","pubTime":"2024-09-05 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class=\"title\">\n蔚来Q2营收174.5亿元，同比增长98.9%，给出强劲交付指引\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-09-05 17:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月5日，蔚来发布 2024 年二季度财报，营收和交付量双创新高：</p><p>二季度营收 174.5 亿元，同比增长 98.9%，环比增长 76.1%。</p><p>二季度调整后净亏损 45.35 亿元，上年同期净亏损 54.46 亿元。</p><p style=\"text-align: justify;\">二季度交付量 5.74 万台，同比增长 143.9%，环比增长 90.9%；整车毛利率 12.2%，同比提升 6 个百分点，环比提升 3 个百分点；研发支出 32.2 亿元，现金储备 416 亿元，亏损同比大幅收窄 16.7%。</p><p style=\"text-align: justify;\">蔚来同时给出史上最强单季交付和营收指引：</p><p style=\"text-align: justify;\">三季度交付指引为 6.1 万台至 6.3 万台；三季度营收指引为 191.1 亿元至 196.7 亿元，两项指引均创历史新高。</p><p>蔚来盘前股价直线拉升，截至发稿涨幅超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e66ca0c27514ab75d42fcc6f383dc0cc\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4562ce23dc6d3d1bc2c28bb107ff05e\" tg-width=\"905\" tg-height=\"15954\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149491014","content_text":"9月5日，蔚来发布 2024 年二季度财报，营收和交付量双创新高：二季度营收 174.5 亿元，同比增长 98.9%，环比增长 76.1%。二季度调整后净亏损 45.35 亿元，上年同期净亏损 54.46 亿元。二季度交付量 5.74 万台，同比增长 143.9%，环比增长 90.9%；整车毛利率 12.2%，同比提升 6 个百分点，环比提升 3 个百分点；研发支出 32.2 亿元，现金储备 416 亿元，亏损同比大幅收窄 16.7%。蔚来同时给出史上最强单季交付和营收指引：三季度交付指引为 6.1 万台至 6.3 万台；三季度营收指引为 191.1 亿元至 196.7 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