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11-20 23:31

小米投来鄙视的眼神

抱歉，原内容已删除

06-26

骗子就一直骗吧

法拉第未来飙涨120%！贾跃亭称FF将与中东伙伴加强合作

2020-01-07

这篇文章不错，转发给大家看看

拆解特斯拉国产化概念股这三大方向将主导未来行情？

2019-09-03

$新氧(SY)$辣鸡新氧，机构都不关注

2017-11-01

谁能看到？

$迅雷(XNET)$给个目标价

谁能看到？

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>涨幅扩大至超过110%。贾跃亭表示，FF与中东合作伙伴达成加强未来合作力度计划。日前法拉第未来宣布，董事会已提出反向拆股建议，提高公司股价以减轻被纳斯达克要求退市的风险。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0451074ea52babed2f3da98531c42011\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{"FFIE":"Faraday 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3交付及降价影响，特斯拉国产化概念股异军突起。1月6日，天通股份、世运电路、旭升股份、拓普集团等十余只股票纷纷涨停。火爆的行情，与券商的力推分不开。1月5日开始，天风证券、申万宏源、海通证券、安信证券和兴业证券等国内大型券商相继召开千人电话会议，解读特斯拉国产化机遇。与传统汽车厂商相比，特斯拉的差异化在于动力...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202001062229067acc7a24&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/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202001062229067acc7a24&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2001843335","content_text":"特斯拉Model 3 图片来源：每经记者 蘧毛毛 摄2020年伊始，受首批国产Model 3交付及降价影响，特斯拉国产化概念股异军突起。1月6日，天通股份、世运电路、旭升股份、拓普集团等十余只股票纷纷涨停。火爆的行情，与券商的力推分不开。1月5日开始，天风证券、申万宏源、海通证券、安信证券和兴业证券等国内大型券商相继召开千人电话会议，解读特斯拉国产化机遇。与传统汽车厂商相比，特斯拉的差异化在于动力总成的电动化，以及汽车电子领域的智能化。因此，特斯拉的国产化趋势，对于动力电池、汽车电子这两个领域的影响最为深远。另外，传统汽车零部件厂商，也有望获得增配订单。特别是来源于特斯拉订单的营收占比较高的企业，受益尤为明显。由此看来，前两大方向属于电动化、智能化带来的行业增量，而后者属于传统零部件领域的增量。未来特斯拉国产化概念股的行情走势，或许将继续受这三大方向主导。乘风而起：国产化降价提量1月3日晚间，特斯拉宣布，中国工厂制造的Model 3将于1月7日实现规模交付。同时，公司官网资料显示，中国工厂制造的Model 3将从35.58万元降价至32.38万元。如果再加上2.475万元新能源汽车补贴，价格则进一步降至29.905万元。早在2019年10月，安信证券便表示，Model 3在价格较低的同时，依然保留特斯拉独有的科技体验和动力性能优势，性价比远超对手。其预计，Model 3对应的中国市场空间在50万至60万辆。此番特斯拉降价，Model 3的性价比将更加明显。国盛证券甚至认为，特斯拉或在未来5年颠覆传统汽车产业，新的供应链体系有望孕育而生，产业投资价值凸显。实际上，特斯拉的降价，与其本土化供应链息息相关。根据特斯拉规划，国产Model 3前期零部件本土化率为30%，预计2020年年中达到70%，年底实现100%的本土化率。而随着特斯拉本土化率提高，其售价有望进一步下降。兴业证券更是认为，预估国产Model 3具备27%~34%的降价空间。若上述预期实现，意味着国产Model 3售价将进一步下探至20万元左右。届时，其主要竞争对手将变为凯美瑞、雅阁、帕萨特等主流B级车。产能方面，特斯拉方面表示，上海工厂已达到每周超过3000辆的生产能力，长期规划每年产能为50万辆。关键词一：电动根据各大券商的预测，国产特斯拉本土化率的提高，以及降价带来的销量提升，将成为未来产业链的风口。而拆解特斯拉国产化链条，则不得不提及动力电池。实际上，动力电池的国产化，也是特斯拉国产化过程中最为重要的一环。汽车价值最高的是动力总成，而在电动汽车动力总成中，价值最高的要属动力电池。公开资料显示，动力电池约占电动汽车价值链的30%。此前，特斯拉一直使用的是松下圆柱电池。而在2019年，LG化学也进入了特斯拉供应链。LG化学是动力电池厂商头部企业，但目前，全球第一大动力厂商宁德时代尚未进入特斯拉供应链。能否进入特斯拉供应链，也是宁德时代未来发展的关键因素。图片来源：摄图网在特斯拉国产化进程中，若宁德时代成功进入其一级供应商，那么宁德时代背后的动力电池供应链将会受益颇丰。在动力电池国内供应商尚未确定之际，国内动力电池上游产业链也颇有看点。比如正极材料、负极材料、隔膜、电解液；以及更上游的原材料锂、钴等。特别是目前能够进入松下、LG化学供应链的企业。原材料中，A股以“两锂两钴”最为知名，分别为赣锋锂业、天齐锂业、华友钴业、寒锐钴业。天风证券电话会议资料显示，赣锋锂业已进入松下、LG化学供应链，该企业是目前全球产量最大的锂材料供应商。天齐锂业进入了LG化学供应链，雅化集团未来也有望进入LG化学供应链。1月6日，赣锋锂业、天齐锂业、雅化集团股价分别上涨9.95%、5.59%、9.30%。钴材料方面，华友钴业进入了LG化学供应链。不过，当下国内动力电池趋势为NCM811，即高镍低钴。1月6日，华友钴业上涨5.98%。关键词二：智能正如安信证券在研报中所述，特斯拉的核心技术是强大的电池管理系统（BWS），以及基于视觉的低成本路线的自动驾驶。不论是电池管理系统，还是辅助驾驶/自动驾驶，都离不开汽车电子，比如电池管理系统中广泛使用的单片机（MCU）。根据东吴证券资料，在特斯拉电源管理系统中，安洁科技提供Power Wall、传感器组件等；东山精密为其提供FPC柔性电路板；法拉电子为其提供薄膜电容器；均胜电子为其提供电池和电路保护系统等。1月6日，安洁科技、法拉电子、均胜电子股价分别上涨9.75%、6.03%和8.18%，东山精密的涨幅仅为0.30%。图片来源：每经记者 张晓庆 摄汽车PCB电路板方面，世运电路受到较多投资者关注。根据财通证券报告，世运电路2019年来自特斯拉的收入约为1.8亿元，占营收的7.1%。财通证券估计，特斯拉对世运电路贡献的收入，在未来两年至少翻倍，成为该公司最为重要的增长引擎。除了世运电路，胜宏科技也是特斯拉汽车PCB电路板供应商。1月6日，世运电路、胜宏科技股价分别上涨10%、6.62%。关键词三：增配订单此前A股追捧新能源概念，大多集中在动力电池产业链。比如上述锂、钴材料，以及正极材料、负极材料等。而特斯拉国产化概念，涉及更广，不仅包括动力电池产业链，还包括电池管理系统、中控系统等汽车电子领域，以及传统汽车零部件厂商。目前，特斯拉产销量基础仍处于相对较低的状态，在其放量阶段，原有供应商订单便会迅速放量，获得大量增配订单。比如上文提及的世运电路，未来很有可能由增配订单催动业绩。在这样的情况下，若特斯拉放量、国产化两大前提要素都成功实现，那么诸多产业链供应商将收获大量增配订单。特别是原本特斯拉订单占公司营收比例较高的企业，将受益匪浅。以旭升股份为例，其2013年开始与特斯拉合作，2018年特斯拉营收占比达61.08%。安信证券的研报显示，三花智控子公司三花汽零为特斯拉一级供应商；天汽模为特斯拉车身模具供应商；拓普集团单车潜在配套价值量3000元以上，公司于2016年8月向特斯拉提供轻量化铝合金底盘结构件。1月6日，旭升股份、三花智控、天汽模、拓普集团分别上涨9.99%、6.83%、9.92%和9.99%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":997675261,"gmtCreate":1567523031453,"gmtModify":1704716286396,"author":{"id":"3470950846586065","authorId":"3470950846586065","name":"股神爸爸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3470950846586065","authorIdStr":"3470950846586065"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>涨幅扩大至超过110%。贾跃亭表示，FF与中东合作伙伴达成加强未来合作力度计划。日前法拉第未来宣布，董事会已提出反向拆股建议，提高公司股价以减轻被纳斯达克要求退市的风险。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0451074ea52babed2f3da98531c42011\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{"FFIE":"Faraday Future"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136333050","content_text":"6月26日，法拉第未来涨幅扩大至超过110%。贾跃亭表示，FF与中东合作伙伴达成加强未来合作力度计划。日前法拉第未来宣布，董事会已提出反向拆股建议，提高公司股价以减轻被纳斯达克要求退市的风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373027202884008,"gmtCreate":1732116671719,"gmtModify":1732116673503,"author":{"id":"3470950846586065","authorId":"3470950846586065","name":"股神爸爸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3470950846586065","idStr":"3470950846586065"},"themes":[],"htmlText":"小米投来鄙视的眼神","listText":"小米投来鄙视的眼神","text":"小米投来鄙视的眼神","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373027202884008","repostId":"1140156926","repostType":2,"repost":{"id":"1140156926","pubTimestamp":1732068576,"share":"https://www.laohu8.com/m/news/1140156926?lang=&edition=full","pubTime":"2024-11-20 10:09","market":"us","language":"zh","title":"法拉第未来首批FX原型车抵达中国总部，号称“两倍性能 一半价格”","url":"https://stock-news.laohu8.com/highlight/detail?id=1140156926","media":"快科技","summary":"尽快打造出极致体价比的爆款AIEV。","content":"<html><head></head><body><p>法拉第未来官方微博宣布，首批FX原型车已成功抵达FF中国总部，该批车辆将从北京启程，前往洛杉矶FF总部。</p><p style=\"text-align: start;\">FF表示，首批原型车的起运标志着该车型开发测试阶段的正式启动，<strong>FX项目也将进入快车道，加速为美国用户提供“两倍性能、一半价格”的AIEV产品，朝着成为“AIEV时代的丰田”的目标前进。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81bfdd7d93f78b426c3b8454ef779011\" tg-width=\"600\" tg-height=\"375\"/></p><p style=\"text-align: start;\">FX全球首席执行官Max Ma指出，首批原型车的起运是FX与合作伙伴扬帆美国AIEV蓝海市场的开始，这将为FX达成2025年底前首款车下线的战略目标进一步打下坚实基础，接下来，我们将在美国开启一系列测试工作，尽快打造出极致体价比的爆款AIEV。</p><p style=\"text-align: start;\">此前贾跃亭发布视频谈到了FX的使命，称FX不是去和Tesla（特斯拉）简单地竞争，更多的是做Tesla没做到的事情，作为新能源产业的鼻祖，美国这几年却恰恰反而和中国发展速度完全倒挂了。</p><p style=\"text-align: start;\">贾跃亭还表示，4万到6万美金之间有个巨大的空白，就是增程的空白，所以我们既做Tesla价格之下的，也做Tesla同价位区间的，我们对外公布的主要三个价位段是2万-3万的，3万-5万的和5万-8万的，是现在的空白区、蓝海市场，我们全力以赴来切入这块市场。</p><p style=\"text-align: start;\">官方信息显示，FX 5和FX 6车型将提供两种动力系统：增程AIEV和纯电AIEV，具体取决于必要的资金支持，FX的目标是在2025年底生产首辆汽车，公司将与潜在合作伙伴一起为实现这一目标全力以赴。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc7c4614b415a459ee08841955ada984\" alt=\"\" title=\"\" tg-width=\"600\" tg-height=\"416\"/></p></body></html>","source":"kkj","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>法拉第未来首批FX原型车抵达中国总部，号称“两倍性能 一半价格”</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法拉第未来首批FX原型车抵达中国总部，号称“两倍性能 一半价格”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-20 10:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.mydrivers.com/1/1014/1014861.htm><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>法拉第未来官方微博宣布，首批FX原型车已成功抵达FF中国总部，该批车辆将从北京启程，前往洛杉矶FF总部。FF表示，首批原型车的起运标志着该车型开发测试阶段的正式启动，FX项目也将进入快车道，加速为美国用户提供“两倍性能、一半价格”的AIEV产品，朝着成为“AIEV时代的丰田”的目标前进。FX全球首席执行官Max Ma指出，首批原型车的起运是FX与合作伙伴扬帆美国AIEV蓝海市场的开始，这将为FX...</p>\n\n<a href=\"https://news.mydrivers.com/1/1014/1014861.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/81bfdd7d93f78b426c3b8454ef779011","relate_stocks":{"FFIE":"Faraday Future"},"source_url":"https://news.mydrivers.com/1/1014/1014861.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140156926","content_text":"法拉第未来官方微博宣布，首批FX原型车已成功抵达FF中国总部，该批车辆将从北京启程，前往洛杉矶FF总部。FF表示，首批原型车的起运标志着该车型开发测试阶段的正式启动，FX项目也将进入快车道，加速为美国用户提供“两倍性能、一半价格”的AIEV产品，朝着成为“AIEV时代的丰田”的目标前进。FX全球首席执行官Max Ma指出，首批原型车的起运是FX与合作伙伴扬帆美国AIEV蓝海市场的开始，这将为FX达成2025年底前首款车下线的战略目标进一步打下坚实基础，接下来，我们将在美国开启一系列测试工作，尽快打造出极致体价比的爆款AIEV。此前贾跃亭发布视频谈到了FX的使命，称FX不是去和Tesla（特斯拉）简单地竞争，更多的是做Tesla没做到的事情，作为新能源产业的鼻祖，美国这几年却恰恰反而和中国发展速度完全倒挂了。贾跃亭还表示，4万到6万美金之间有个巨大的空白，就是增程的空白，所以我们既做Tesla价格之下的，也做Tesla同价位区间的，我们对外公布的主要三个价位段是2万-3万的，3万-5万的和5万-8万的，是现在的空白区、蓝海市场，我们全力以赴来切入这块市场。官方信息显示，FX 5和FX 6车型将提供两种动力系统：增程AIEV和纯电AIEV，具体取决于必要的资金支持，FX的目标是在2025年底生产首辆汽车，公司将与潜在合作伙伴一起为实现这一目标全力以赴。","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":911657225,"gmtCreate":1578327491667,"gmtModify":1704337250014,"author":{"id":"3470950846586065","authorId":"3470950846586065","name":"股神爸爸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3470950846586065","idStr":"3470950846586065"},"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/911657225","repostId":"2001843335","repostType":2,"isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}