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无酒亦醉
2022-04-11
真爱
大和:维持蔚来汽车买入评级,目标价72美元
无酒亦醉
2022-04-01
五菱宏光去年早过万了
零跑都过万了,留给蔚来的时间不多了
无酒亦醉
2022-03-15
$蔚来(NIO)$
半个小时成交了近4000万股,成交量太高了
无酒亦醉
2022-03-01
$蔚来(NIO)$
交付符合预期,比较关心2月份有没有在产ET7的展车和试驾车,产量是多少
无酒亦醉
2022-03-01
符合预期
蔚来汽车:2月交付了6131辆汽车,同比增长9.9%
无酒亦醉
2022-02-23
$蔚来(NIO)$
再跌点就准备加仓了,20以下开始
无酒亦醉
2022-02-14
$蔚来(NIO)$
俄乌冲突没实质性进展,打不下去,不可能一直渲染恐慌。等待2月初的交付数据和年报吧。
无酒亦醉
2022-02-01
$理想汽车(LI)$
基本没啥成交量
无酒亦醉
2022-01-26
$蔚来(NIO)$
上半年工厂有望开启双班吗?
无酒亦醉
2022-01-06
可充可换可升级
蔚来正在陷入换电悖论循环
无酒亦醉
2022-01-03
$蔚来(NIO)$
最近几天的成交量有点大啊,这才半个小时就已经有了2000万的交易量
无酒亦醉
2022-01-03
$蔚来(NIO)$
中概股咋又崩了
无酒亦醉
2022-01-01
$蔚来(NIO)$
从四季度交付量来看,当前三款车的产能和订单量也就是每月8000-10000左右了。当前的三款车都是第一代车型,销量已经没有多大提升空间了,ES7没在Nio Day上发布也是怕挤压2022年第一季度的交付量。销量要有大的提升,得看本年度二代车型上新了,EC6,ES6,ES8也到了更新换代的时候了。大家都知道二代相比一代会有很大提升,价格差异也不大,一代车型买的人会变少,等等党更香。期待蔚来在ET5交付前更新所有SUV车型,在此之前股价难以大跃升啊!
无酒亦醉
2021-12-31
$蔚来(NIO)$
这个成交量真的猛
无酒亦醉
2021-12-30
$蔚来(NIO)$
中概股集体爆发
无酒亦醉
2021-12-25
$蔚来(NIO)$
这个月没有虎友报导挪威销量啊
无酒亦醉
2021-12-23
$Solid Power, Inc(SLDP)$
什么时间才会有热度,非得要等到2022年初造出100Ah电池吗
无酒亦醉
2021-12-18
$蔚来(NIO)$
不是说发布两款新车吗?
无酒亦醉
2021-12-13
$Solid Power, Inc(SLDP)$
老虎上和华盛上显示的股本数量还不一样,华盛上已经1.4亿股了
无酒亦醉
2021-12-09
$Decarbonization Plus Acquisition Corporation III(SLDP)$
股本数量什么时间加上去
去老虎APP查看更多动态
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href=http://usstock.jrj.com.cn/2022/04/11155736303871.shtml><strong>金融界网站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>大和发表报告表示,蔚来公布受疫情影响整车生产已经暂停。据该行与蔚来管理层进行沟通,料相关停产将是数天(最多10天)。蔚来现有的月产量(ES8、EC6及ES6型号)约为9,000至1万辆,该行停产料影响月产量最多约3,300辆,但同时指出仍存在不确定性。蔚来同时宣布将ES8、ES6及EC6的起售价提高。大和表示,对上述部份车型加价感到意外,因公司此前曾表示不打算提高其建议售价。该行认为蔚来今次提价是...</p>\n\n<a href=\"http://usstock.jrj.com.cn/2022/04/11155736303871.shtml\">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","BK4555":"新能源车","NIO":"蔚来","BK4526":"热门中概股","BK4504":"桥水持仓","BK4581":"高盛持仓","BK4509":"腾讯概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","09866":"蔚来-SW","BK4099":"汽车制造商","BK1588":"回港中概股","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","BK4505":"高瓴资本持仓"},"source_url":"http://usstock.jrj.com.cn/2022/04/11155736303871.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226554688","content_text":"大和发表报告表示,蔚来公布受疫情影响整车生产已经暂停。据该行与蔚来管理层进行沟通,料相关停产将是数天(最多10天)。蔚来现有的月产量(ES8、EC6及ES6型号)约为9,000至1万辆,该行停产料影响月产量最多约3,300辆,但同时指出仍存在不确定性。蔚来同时宣布将ES8、ES6及EC6的起售价提高。大和表示,对上述部份车型加价感到意外,因公司此前曾表示不打算提高其建议售价。该行认为蔚来今次提价是由于上海疫情带来的不确定性,认为上调售价影响积极。鉴于蔚来在溢价中的地位,预计提价对需求的影响很小。该行其指短期损失的风险可控,建议投资者应聚焦其未来推出新车型,估计今年下半年销售强劲。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":619014221,"gmtCreate":1648817905861,"gmtModify":1648817905861,"author":{"id":"3472335577605288","authorId":"3472335577605288","name":"无酒亦醉","avatar":"https://static.tigerbbs.com/96e8011e10ffd4e038a18c67717567fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472335577605288","authorIdStr":"3472335577605288"},"themes":[],"htmlText":"五菱宏光去年早过万了","listText":"五菱宏光去年早过万了","text":"五菱宏光去年早过万了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619014221","repostId":"2224934659","repostType":2,"repost":{"id":"2224934659","kind":"news","pubTimestamp":1648816680,"share":"https://www.laohu8.com/m/news/2224934659?lang=&edition=full","pubTime":"2022-04-01 20:38","market":"us","language":"zh","title":"零跑都过万了,留给蔚来的时间不多了","url":"https://stock-news.laohu8.com/highlight/detail?id=2224934659","media":"市场资讯","summary":"2022年第一季度,蔚来交付量为25768,相较理想仍有5948辆的差距。官方数据显示,首款轿车ET7在3月28日开启交付后,四天时间已交付163辆。不过在造车新势力中,蔚来率先逼近20万辆大关。这也是零跑历史以来最好的成绩。除了在5月发布 ES8、ES6、EC6的2022年度改款车型,到2022年三季度,蔚来还会交付基于NT2.0平台的另外两款产品ET5和ES7。券商也给予蔚来更高的预期。","content":"<html><body><div><img src=\"http://k.sinaimg.cn/n/tech/crawl/81/w550h331/20220401/69fc-a5f92d181e92667ee3d790eb127dc609.jpg/w720fin.jpg\"/><span>头图来源 | Pixabay</span></div><p>当破万辆成为主旋律。</p><p>作者 | 吴晓宇 <font>编辑</font> | 王妍</p><p>来源:<a href=\"https://laohu8.com/S/KRKR\">36氪</a>-未来汽车日报</p><p>4月1日,新造车们的成绩单如期而至。</p><p>在刚刚过去的3月中,适逢传统意义上的销量淡季,再叠加疫情、原材料涨价等因素,成绩单还未出炉,车企老板们便叫苦连连,预告了这场并不好打的月度销量战。</p><p>不过从结果来看,各家仍斩获不少,新造车的座次排位也再度发生变化。其中,小鹏以15414辆成绩喜提新造车销冠,早早公布成绩的哪吒汽车则凭借12026辆再度挺进三强,最后一个席位被理想以11034辆销量拿下。</p><p>值得一提的是,新造车万辆阵营中又多了一员。零跑汽车交付量环比增长193%,达到10059辆,位居第四。</p><p>虽然3月份的生产制造端承受着供应和成本压力,但在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>以一周三连涨的节奏拉开了新一轮涨价潮的序幕后,几乎所有的新能源车企全都跟进完成了本轮幅度不小的涨价,潜在车主们也在月末上演了一场“买跌不买涨”的抢单潮。</p><p>这也意味着,新的一月,愈发激烈的排位赛更值得期待了。</p><p><strong>不好打的3月销量战</strong></p><p>作为第一个交作业的选手,极氪的成绩单并不算亮眼。</p><p>受疫情与芯片供应影响,3月极氪001交付量为1795辆,环比降幅近4成。但极氪表示,随着3月底新一批核心零部件陆续到货,预计4月生产和交付情况“将会得到明显提升”。</p><p>自2021年下半年多次失守冠军位的老大哥<a href=\"https://laohu8.com/S/NIO\">蔚来</a>,仍未完全恢复元气。</p><p>相较于2月,蔚来3月交付量有所起色,达9985辆,同比增长37.6%,但仍不及小鹏和理想。2022年第一季度,蔚来交付量为25768,相较理想仍有5948辆的差距。</p><p>“2021年是蔚来的新品空窗期,有购买意向的用户大多会优先考虑下定新品”,一位蔚来销售告诉未来汽车日报。官方数据显示,首款轿车ET7在3月28日开启交付后,四天时间已交付163辆。</p><p>不过在造车新势力中,蔚来率先逼近20万辆大关。截至2022年3月底,蔚来累计交付19.28万辆电动车,小鹏紧随其后,超过17万辆,理想为15.58万辆。</p><div><img src=\"http://k.sinaimg.cn/n/tech/crawl/166/w550h416/20220401/1aea-fa31b8336078693c0036d69a82e53b02.png/w720fin.jpg\"/><span>来源:未来汽车日报制图</span></div><p>但论月交付量,在“蔚小理”三兄弟中,小鹏和理想一直都发挥比较稳定。</p><p>在2021年财报电话会中,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>董事长何小鹏曾透露,今年2月下旬以及3月中上旬,新增订单已迅速恢复到去年12月的旺季水平,“3月交付量接近去年的峰值”。</p><p>成绩也如预期所言。今年3月,小鹏汽车以15414辆,坐上排位赛冠军的宝座。其中P7是当之无愧的顶梁柱,3月交付量达9183辆,占比总销量近6成;小鹏P5在3月交付4398辆。</p><p>“为了加速交付在手订单,以及今年新增的订单,我们在春节期间完成了肇庆工厂的技术改造。”小鹏表示。</p><p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>的理想ONE则延续了强大的爆款产品力,交付量再次破万,达11034辆,同比增长125.2%。2022年第一季度,理想汽车累计交付3.17万辆,同比增长152.1%。</p><p>即便单月过万辆的成绩已经算得上出色,但理想汽车联合创始人兼总裁沈亚楠仍表示,“长三角疫情导致部分零部件供应短缺,生产受到牵连”。</p><p>3月26日,在参加活动时,小鹏汽车董事长何小鹏也曾大倒苦水,“疫情影响多个汽车产业链重镇,全国多地产生局部封锁,这对汽车产业链是巨大的打击。”</p><p>在艰难的供应链环境下,也有“黑马”上演了一出逆袭的桥段。</p><p>今年3月,零跑汽车也加入单月过万辆的阵营,交付量达到10059辆,环比增长193%。这也是零跑历史以来最好的成绩。</p><p>目前,零跑主要有三款在售车型,包括轿跑S01、微型车T03,以及中型SUV S11。其中,补贴后价格在6.9万-8.5万元的T03 ,是零跑的“销量担当”。2021年,T03销量占比总销量近80%。</p><p>对于销量的上涨,零跑一家体验店店长肖磊向未来汽车日报解释称,“主要是因为产能提升了,本身每月的订单不愁,就是订货周期太长。”</p><p>零跑招股书显示,截至2021年底,零跑共有22536张C11订单,当年交付了其中的3965辆,至少还有2- 4万辆C11未交付。“通过调整生产线、扩大金华工厂的生产能力,金华工厂3月产能超过1万辆。在此前,月产能是现在的60%左右。”</p><p>而在供应链方面,自去年12月零跑创始人朱江明从大华离职后,“老板亲自抓生产”,在芯片荒面前,“零跑自研芯片也有一定优势”,肖磊认为。</p><p>继1月交付量冲破万辆后,专注于“为人民造车”的哪吒交付量继续爬升。</p><p>3月,哪吒汽车交付量再次跨过万辆的基准线,达到10059辆,同比增长270%。而早在2021年,哪吒汽车便多次夺得亚军位置,蔚小理都曾被其超越,开启逆袭攻势。</p><p>在哪吒汽车CEO张勇看来,销量能够大幅攀升的主要原因就是性价比。“6万到8万、10到15万区间纯电SUV(市场),我们都做到了性价比第一。”</p><p>然而,对于哪吒的销量逆袭,张勇的表现却格外清醒,“短暂地超越没有意义,(哪吒交付量)只有是理想的3倍才能说比它强”。</p><p><strong>二季度会好吗?</strong></p><p>如今站在2022年二季度的起点,很多问题似乎并未有好转。</p><p>继长春封城长达20多天后,上海也在近日宣布进入“停摆”状态。作为两座集聚了众多零部件企业和车企的城市,大面积的封控无疑给汽车业带来不小的影响。这一点蔚来总裁秦力洪也感触颇深,“上海交付中心已经熄火好几天了,会一直持续到清明后。”</p><p>“目前工厂供应链紧张,近四天存在一定减产,预计再过三天可以恢复。”3月31日,接近蔚来合肥工厂的消息人士告诉未来汽车日报。</p><p>生产制造端在努力将损失降到最低。相比之下,销售端则陷入了完全停滞的状态,上海的线下门店几乎全都被封闭管理。</p><p>不止于此,从2020年便开始的缺芯危机至今仍未消解。“芯片依然是个洼地”,秦力洪如此形容。在3月25日的财报电话会上,蔚来创始人李斌解释称,蔚来当下面临的是基础性芯片波动的问题,“如果缺少这些芯片的话,我们也没有办法生产车,当然会有替代料的方法去做,但这样会搞得复杂一点”。</p><p>原材料涨价带来的影响则直接让车企“伤筋动骨”,新能源车企几乎全都完成了本轮涨幅不小的调价。理想CEO李想曾表示,“二季度电池成本上涨的幅度将非常离谱”。李斌则呼吁上游原材料厂商,“要从长期利益出发,不要作个人投机性的涨价”。</p><p>即便困难重重,但从二季度开始,新造车也进入了今年最为关键的时刻。从产品规划上来看,不少新造车都将今年推新车的时间定在今年4月。而在特斯拉处于空窗期的2022年,无疑给新造车们提供了赶超的机会。</p><p>在卖过10万辆生死线后,新造车们纷纷寻找新的突破口,并开始进入对方的赛道。</p><p>3月28日,随着ET7开启交付,蔚来的“产品大年”也正式拉开帷幕。除了在5月发布 ES8、ES6、EC6的2022年度改款车型,到2022年三季度,蔚来还会交付基于NT2.0平台的另外两款产品ET5和ES7。</p><p>蔚来ET7和ET5定位均为轿车,ES7定位为大五座SUV,新的产品组合承担着开辟新市场的重任。其中,ET5的价格下探,是蔚来旗下最便宜的车型。采用BaaS方案售价的ET7(36.666万元起)也来到了小鹏P7的价格区间(23.99万-42.99万元)。</p><p>券商也给予蔚来更高的预期。<a href=\"https://laohu8.com/S/002926\">华西证券</a>称,预计蔚来2022年销量为19.3万辆,现有车型换代和ET5切入走量市场,预计蔚来2023年有望进入更强的产品周期。</p><p>小鹏则将船头驶向中大型SUV市场,而这正是蔚来ES6、理想ONE所在的领域。</p><p>作为小鹏汽车第四款车型,在2021年广州车展亮相的小鹏G9,肩负着小鹏走高端路线的决心。按照规划,G9将在今年第三季度启动交付。“短期内,小鹏G9的交付量预期将接近小鹏P7的水平。”2021年财报电话会,小鹏汽车总裁顾宏地预测。</p><p>“<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶、高续航以及具有市场竞争力的定价,是小鹏汽车中长期销量增长的关键。”华泰证劵分析称。2022年,小鹏将会继续强化这一标签。据何小鹏介绍,今年下半年,小鹏将开放城市NGP功能。</p><div><img src=\"http://k.sinaimg.cn/n/tech/crawl/613/w550h863/20220401/69ef-c5e3865dfe5ef4fea96d3f76fed32c60.png/w720fin.jpg\"/><span>来源:未来汽车日报制图</span></div><p>作为唯一一家仅靠一款车型“打天下”的车企,理想也有了新的规划。第二款新车理想L9将在4月16日首发亮相,三季度开始交付。随着理想L9的到来,理想的销量规模有望进一步扩大。</p><p>二线新势力同样规划了新车型。威马旗下首款轿车威马M7,将于2022年量产交付,新车搭载三颗固态激光雷达,NEDC续航里程达700km。哪吒S将于第三季度进行量产;零跑旗下代号为C01的轿车也有望于2022年上半年首发亮相。这三款车将一起向高端轿车市场发起挑战。</p><p>随着产品序列逐渐丰富,各家也提出更高的目标。小鹏汽车计划2022年交付25万辆新车,并向30万辆冲击。凭借单款车型在2021年交付逼近十万大关的理想汽车,虽未提出具体的销量目标,但也表示“2022年将是理想汽车整体增长非常重要的一年”。</p><p>不过想要赢并不容易。以小鹏为例,2022年Q1,小鹏汽车的交付量为3.46万辆,仅占全年最低销量目标的13.84%。要完成25万辆目标,剩下的9个月,小鹏需要维持超2万辆的交付水平,并不轻松。</p><p>从整个市场来看,2022年的新能源车市仍值得期待。据乘联会预计,2022年,新能源车销量突破600万辆,渗透率达22%。“且战且走”,秦力洪感叹道。</p><p>(应受访者要求,文中肖磊为化名)</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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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零跑都过万了,留给蔚来的时间不多了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-01 20:38 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2022-04-01/doc-imcwiwss9442645.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>头图来源 | Pixabay当破万辆成为主旋律。作者 | 吴晓宇 编辑 | 王妍来源:36氪-未来汽车日报4月1日,新造车们的成绩单如期而至。在刚刚过去的3月中,适逢传统意义上的销量淡季,再叠加疫情、原材料涨价等因素,成绩单还未出炉,车企老板们便叫苦连连,预告了这场并不好打的月度销量战。不过从结果来看,各家仍斩获不少,新造车的座次排位也再度发生变化。其中,小鹏以15414辆成绩喜提新造车销冠,早早...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2022-04-01/doc-imcwiwss9442645.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2022-04-01/doc-imcwiwss9442645.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224934659","content_text":"头图来源 | Pixabay当破万辆成为主旋律。作者 | 吴晓宇 编辑 | 王妍来源:36氪-未来汽车日报4月1日,新造车们的成绩单如期而至。在刚刚过去的3月中,适逢传统意义上的销量淡季,再叠加疫情、原材料涨价等因素,成绩单还未出炉,车企老板们便叫苦连连,预告了这场并不好打的月度销量战。不过从结果来看,各家仍斩获不少,新造车的座次排位也再度发生变化。其中,小鹏以15414辆成绩喜提新造车销冠,早早公布成绩的哪吒汽车则凭借12026辆再度挺进三强,最后一个席位被理想以11034辆销量拿下。值得一提的是,新造车万辆阵营中又多了一员。零跑汽车交付量环比增长193%,达到10059辆,位居第四。虽然3月份的生产制造端承受着供应和成本压力,但在特斯拉以一周三连涨的节奏拉开了新一轮涨价潮的序幕后,几乎所有的新能源车企全都跟进完成了本轮幅度不小的涨价,潜在车主们也在月末上演了一场“买跌不买涨”的抢单潮。这也意味着,新的一月,愈发激烈的排位赛更值得期待了。不好打的3月销量战作为第一个交作业的选手,极氪的成绩单并不算亮眼。受疫情与芯片供应影响,3月极氪001交付量为1795辆,环比降幅近4成。但极氪表示,随着3月底新一批核心零部件陆续到货,预计4月生产和交付情况“将会得到明显提升”。自2021年下半年多次失守冠军位的老大哥蔚来,仍未完全恢复元气。相较于2月,蔚来3月交付量有所起色,达9985辆,同比增长37.6%,但仍不及小鹏和理想。2022年第一季度,蔚来交付量为25768,相较理想仍有5948辆的差距。“2021年是蔚来的新品空窗期,有购买意向的用户大多会优先考虑下定新品”,一位蔚来销售告诉未来汽车日报。官方数据显示,首款轿车ET7在3月28日开启交付后,四天时间已交付163辆。不过在造车新势力中,蔚来率先逼近20万辆大关。截至2022年3月底,蔚来累计交付19.28万辆电动车,小鹏紧随其后,超过17万辆,理想为15.58万辆。来源:未来汽车日报制图但论月交付量,在“蔚小理”三兄弟中,小鹏和理想一直都发挥比较稳定。在2021年财报电话会中,小鹏汽车董事长何小鹏曾透露,今年2月下旬以及3月中上旬,新增订单已迅速恢复到去年12月的旺季水平,“3月交付量接近去年的峰值”。成绩也如预期所言。今年3月,小鹏汽车以15414辆,坐上排位赛冠军的宝座。其中P7是当之无愧的顶梁柱,3月交付量达9183辆,占比总销量近6成;小鹏P5在3月交付4398辆。“为了加速交付在手订单,以及今年新增的订单,我们在春节期间完成了肇庆工厂的技术改造。”小鹏表示。理想汽车的理想ONE则延续了强大的爆款产品力,交付量再次破万,达11034辆,同比增长125.2%。2022年第一季度,理想汽车累计交付3.17万辆,同比增长152.1%。即便单月过万辆的成绩已经算得上出色,但理想汽车联合创始人兼总裁沈亚楠仍表示,“长三角疫情导致部分零部件供应短缺,生产受到牵连”。3月26日,在参加活动时,小鹏汽车董事长何小鹏也曾大倒苦水,“疫情影响多个汽车产业链重镇,全国多地产生局部封锁,这对汽车产业链是巨大的打击。”在艰难的供应链环境下,也有“黑马”上演了一出逆袭的桥段。今年3月,零跑汽车也加入单月过万辆的阵营,交付量达到10059辆,环比增长193%。这也是零跑历史以来最好的成绩。目前,零跑主要有三款在售车型,包括轿跑S01、微型车T03,以及中型SUV S11。其中,补贴后价格在6.9万-8.5万元的T03 ,是零跑的“销量担当”。2021年,T03销量占比总销量近80%。对于销量的上涨,零跑一家体验店店长肖磊向未来汽车日报解释称,“主要是因为产能提升了,本身每月的订单不愁,就是订货周期太长。”零跑招股书显示,截至2021年底,零跑共有22536张C11订单,当年交付了其中的3965辆,至少还有2- 4万辆C11未交付。“通过调整生产线、扩大金华工厂的生产能力,金华工厂3月产能超过1万辆。在此前,月产能是现在的60%左右。”而在供应链方面,自去年12月零跑创始人朱江明从大华离职后,“老板亲自抓生产”,在芯片荒面前,“零跑自研芯片也有一定优势”,肖磊认为。继1月交付量冲破万辆后,专注于“为人民造车”的哪吒交付量继续爬升。3月,哪吒汽车交付量再次跨过万辆的基准线,达到10059辆,同比增长270%。而早在2021年,哪吒汽车便多次夺得亚军位置,蔚小理都曾被其超越,开启逆袭攻势。在哪吒汽车CEO张勇看来,销量能够大幅攀升的主要原因就是性价比。“6万到8万、10到15万区间纯电SUV(市场),我们都做到了性价比第一。”然而,对于哪吒的销量逆袭,张勇的表现却格外清醒,“短暂地超越没有意义,(哪吒交付量)只有是理想的3倍才能说比它强”。二季度会好吗?如今站在2022年二季度的起点,很多问题似乎并未有好转。继长春封城长达20多天后,上海也在近日宣布进入“停摆”状态。作为两座集聚了众多零部件企业和车企的城市,大面积的封控无疑给汽车业带来不小的影响。这一点蔚来总裁秦力洪也感触颇深,“上海交付中心已经熄火好几天了,会一直持续到清明后。”“目前工厂供应链紧张,近四天存在一定减产,预计再过三天可以恢复。”3月31日,接近蔚来合肥工厂的消息人士告诉未来汽车日报。生产制造端在努力将损失降到最低。相比之下,销售端则陷入了完全停滞的状态,上海的线下门店几乎全都被封闭管理。不止于此,从2020年便开始的缺芯危机至今仍未消解。“芯片依然是个洼地”,秦力洪如此形容。在3月25日的财报电话会上,蔚来创始人李斌解释称,蔚来当下面临的是基础性芯片波动的问题,“如果缺少这些芯片的话,我们也没有办法生产车,当然会有替代料的方法去做,但这样会搞得复杂一点”。原材料涨价带来的影响则直接让车企“伤筋动骨”,新能源车企几乎全都完成了本轮涨幅不小的调价。理想CEO李想曾表示,“二季度电池成本上涨的幅度将非常离谱”。李斌则呼吁上游原材料厂商,“要从长期利益出发,不要作个人投机性的涨价”。即便困难重重,但从二季度开始,新造车也进入了今年最为关键的时刻。从产品规划上来看,不少新造车都将今年推新车的时间定在今年4月。而在特斯拉处于空窗期的2022年,无疑给新造车们提供了赶超的机会。在卖过10万辆生死线后,新造车们纷纷寻找新的突破口,并开始进入对方的赛道。3月28日,随着ET7开启交付,蔚来的“产品大年”也正式拉开帷幕。除了在5月发布 ES8、ES6、EC6的2022年度改款车型,到2022年三季度,蔚来还会交付基于NT2.0平台的另外两款产品ET5和ES7。蔚来ET7和ET5定位均为轿车,ES7定位为大五座SUV,新的产品组合承担着开辟新市场的重任。其中,ET5的价格下探,是蔚来旗下最便宜的车型。采用BaaS方案售价的ET7(36.666万元起)也来到了小鹏P7的价格区间(23.99万-42.99万元)。券商也给予蔚来更高的预期。华西证券称,预计蔚来2022年销量为19.3万辆,现有车型换代和ET5切入走量市场,预计蔚来2023年有望进入更强的产品周期。小鹏则将船头驶向中大型SUV市场,而这正是蔚来ES6、理想ONE所在的领域。作为小鹏汽车第四款车型,在2021年广州车展亮相的小鹏G9,肩负着小鹏走高端路线的决心。按照规划,G9将在今年第三季度启动交付。“短期内,小鹏G9的交付量预期将接近小鹏P7的水平。”2021年财报电话会,小鹏汽车总裁顾宏地预测。“智能驾驶、高续航以及具有市场竞争力的定价,是小鹏汽车中长期销量增长的关键。”华泰证劵分析称。2022年,小鹏将会继续强化这一标签。据何小鹏介绍,今年下半年,小鹏将开放城市NGP功能。来源:未来汽车日报制图作为唯一一家仅靠一款车型“打天下”的车企,理想也有了新的规划。第二款新车理想L9将在4月16日首发亮相,三季度开始交付。随着理想L9的到来,理想的销量规模有望进一步扩大。二线新势力同样规划了新车型。威马旗下首款轿车威马M7,将于2022年量产交付,新车搭载三颗固态激光雷达,NEDC续航里程达700km。哪吒S将于第三季度进行量产;零跑旗下代号为C01的轿车也有望于2022年上半年首发亮相。这三款车将一起向高端轿车市场发起挑战。随着产品序列逐渐丰富,各家也提出更高的目标。小鹏汽车计划2022年交付25万辆新车,并向30万辆冲击。凭借单款车型在2021年交付逼近十万大关的理想汽车,虽未提出具体的销量目标,但也表示“2022年将是理想汽车整体增长非常重要的一年”。不过想要赢并不容易。以小鹏为例,2022年Q1,小鹏汽车的交付量为3.46万辆,仅占全年最低销量目标的13.84%。要完成25万辆目标,剩下的9个月,小鹏需要维持超2万辆的交付水平,并不轻松。从整个市场来看,2022年的新能源车市仍值得期待。据乘联会预计,2022年,新能源车销量突破600万辆,渗透率达22%。“且战且走”,秦力洪感叹道。(应受访者要求,文中肖磊为化名)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634388320,"gmtCreate":1647353317476,"gmtModify":1647353317476,"author":{"id":"3472335577605288","authorId":"3472335577605288","name":"无酒亦醉","avatar":"https://static.tigerbbs.com/96e8011e10ffd4e038a18c67717567fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472335577605288","authorIdStr":"3472335577605288"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>半个小时成交了近4000万股,成交量太高了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>半个小时成交了近4000万股,成交量太高了","text":"$蔚来(NIO)$半个小时成交了近4000万股,成交量太高了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/634388320","isVote":1,"tweetType":1,"viewCount":4573,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3459668262124389","authorId":"3459668262124389","name":"way_fortune","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"idStr":"3459668262124389","authorIdStr":"3459668262124389"},"content":"还有更坏的消息吗 现在就是无理性做空","text":"还有更坏的消息吗 现在就是无理性做空","html":"还有更坏的消息吗 现在就是无理性做空"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636774472,"gmtCreate":1646124939658,"gmtModify":1646124939658,"author":{"id":"3472335577605288","authorId":"3472335577605288","name":"无酒亦醉","avatar":"https://static.tigerbbs.com/96e8011e10ffd4e038a18c67717567fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472335577605288","authorIdStr":"3472335577605288"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>交付符合预期,比较关心2月份有没有在产ET7的展车和试驾车,产量是多少","listText":"<a 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16:28","market":"other","language":"zh","title":"蔚来汽车:2月交付了6131辆汽车,同比增长9.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1122804292","media":"老虎资讯综合","summary":"蔚来汽车:2月交付了6131辆汽车,同比增长9.9%。蔚来汽车:2022年,总共交付了15783辆汽车,同比增长了23.3%。截至2022年2月28日,ES8、ES6和EC6的累计交付量达到18285","content":"<html><head></head><body><p>蔚来汽车:2月交付了6131辆汽车,同比增长9.9%。</p><p>蔚来汽车:2022年,总共交付了15783辆汽车,同比增长了23.3%。截至2022年2月28日,ES8、ES6和EC6的累计交付量达到182853辆。</p><p><img src=\"https://static.tigerbbs.com/80f82c8359fcc64b9695a52d1f4ef2dc\" tg-width=\"1380\" tg-height=\"569\" width=\"100%\" height=\"auto\"/></p></body></html>","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>蔚来汽车:2月交付了6131辆汽车,同比增长9.9%</title>\n<style 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16:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>蔚来汽车:2月交付了6131辆汽车,同比增长9.9%。</p><p>蔚来汽车:2022年,总共交付了15783辆汽车,同比增长了23.3%。截至2022年2月28日,ES8、ES6和EC6的累计交付量达到182853辆。</p><p><img src=\"https://static.tigerbbs.com/80f82c8359fcc64b9695a52d1f4ef2dc\" tg-width=\"1380\" tg-height=\"569\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/608c0ca7f544a93854339353ff5e9ae1","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122804292","content_text":"蔚来汽车:2月交付了6131辆汽车,同比增长9.9%。蔚来汽车:2022年,总共交付了15783辆汽车,同比增长了23.3%。截至2022年2月28日,ES8、ES6和EC6的累计交付量达到182853辆。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636923767,"gmtCreate":1645632967234,"gmtModify":1645632967234,"author":{"id":"3472335577605288","authorId":"3472335577605288","name":"无酒亦醉","avatar":"https://static.tigerbbs.com/96e8011e10ffd4e038a18c67717567fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472335577605288","authorIdStr":"3472335577605288"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>上半年工厂有望开启双班吗?","text":"$蔚来(NIO)$上半年工厂有望开启双班吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/639338375","isVote":1,"tweetType":1,"viewCount":4251,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3470278417046661","authorId":"3470278417046661","name":"sinnoke","avatar":"https://static.tigerbbs.com/6ecb8121bf5b86fc7dfc726564300091","crmLevel":7,"crmLevelSwitch":0,"idStr":"3470278417046661","authorIdStr":"3470278417046661"},"content":"现在双班没有意义,现在是旧车型配置太差,新车型没出来。没人买车的问题","text":"现在双班没有意义,现在是旧车型配置太差,新车型没出来。没人买车的问题","html":"现在双班没有意义,现在是旧车型配置太差,新车型没出来。没人买车的问题"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695687531,"gmtCreate":1641445936241,"gmtModify":1641445936241,"author":{"id":"3472335577605288","authorId":"3472335577605288","name":"无酒亦醉","avatar":"https://static.tigerbbs.com/96e8011e10ffd4e038a18c67717567fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472335577605288","authorIdStr":"3472335577605288"},"themes":[],"htmlText":"可充可换可升级","listText":"可充可换可升级","text":"可充可换可升级","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695687531","repostId":"2201256345","repostType":2,"repost":{"id":"2201256345","kind":"highlight","weMediaInfo":{"introduction":"为上市公司提供知识产权解决方案","home_visible":1,"media_name":"锦缎","id":"1075158368","head_image":"https://static.tigerbbs.com/a6edd4ef1e1f428dad9cb66d3735ea2a"},"pubTimestamp":1641436297,"share":"https://www.laohu8.com/m/news/2201256345?lang=&edition=full","pubTime":"2022-01-06 10:31","market":"us","language":"zh","title":"蔚来正在陷入换电悖论循环","url":"https://stock-news.laohu8.com/highlight/detail?id=2201256345","media":"锦缎","summary":"想说的是,超高压快充很快就要面世了,2022年就会有大规模落地车型了,比如小鹏的G9,以及理想正在研发的纯电车型等。很显然,充电是一条没有太多逻辑悖论的路线,简单明了。关于换电站,很多人都认为,蔚来当前补能体验好,所以应该坚持投入换电。这注定是一个很难规模化的事情,无法规模化,成本就无法降下来,蔚来于是将进入一个悖论循环。蔚来选的换电这条路线,表面上看是抄了近道,实际上是与时代的潮流背道而驰。","content":"<html><head></head><body><p>先上一张图</p><p>基本上这张图把换电模式和充电模式,做了个对比分析。仔细看完这张图后,我认为最重要的其实只有两点:补电时长,和产品标准。其它问题都可以从成本的角度去做一些动态分析。</p><p><img src=\"https://static.tigerbbs.com/2eb5b7dc7825436ab886303f5ef0d45e\" tg-width=\"628\" tg-height=\"536\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>关于补电时长。想说的是,超高压快充很快就要面世了,2022年就会有大规模落地车型了,比如小鹏的G9,以及理想正在研发的纯电车型等。小鹏G9充电功率可达480KW,号称充电5分钟,续航200KM。考虑到部分家庭可能会配备慢充枪,以及停车场、商超等物业会逐步配备充电桩,这样的充电效率,其实是能满足需求的。</p><p>很显然,充电是一条没有太多逻辑悖论的路线,简单明了。剩下的就是技术攻关、量产和投放密度的问题了。</p><p>关于换电站,很多人都认为,蔚来当前补能体验好,所以应该坚持投入换电。我想说的是,在讨论之前,我们应该明确一个共识:显然当前电动汽车还处于行业初期阶段,技术发展非常迅猛,远没有到定型和标准化的阶段。</p><p>基于这个认知前提,讨论起来就会容易很多。</p><p>为什么不看好换电?先来搞清楚几个问题,答案就自然了然了。</p><p>这一轮电动汽车革命,主要是两大块,一是电气化,二是智能化。大家都大谈特谈智能化才是未来电动汽车的竞争命门,能意识到这一点,说明都很有远见。</p><p>事实上,电动汽车革命,从用户感知的角度来看,分为两大块,一部分是可感知的,另一部分是不可感知的。电动汽车安静、加速响应快、智能化突出,这些都是容易被大家轻易被大家感知到的部分。而在这之下,其实隐藏着深厚的整车架构变革,是为不可感知的部分。</p><p>整车架构变革,到底有哪些呢?简单的来说就是,汽油车都有硕大的发动机,连着机械传动轴、排气管这些机械结构,直接决定了汽车底盘的基本布局。其他的零部件只能在这个基本结构的基础上进行布局设计。</p><p><img src=\"https://static.tigerbbs.com/782b680ac63a4b2fb88fdd1a4a3b6245\" tg-width=\"563\" tg-height=\"327\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>而电动汽车呢?则完全不一样。它没有发动机,没有传动轴,没有排气管。取而代之的是电机、电池。而且因为电池一般是板式结构,所以整车质量可以做到50:50,这给了电动汽车极大的结构设计空间。</p><p><img src=\"https://static.tigerbbs.com/2bfac8fee0134ff6b896266d27754818\" tg-width=\"794\" tg-height=\"492\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>这么说可能没太多概念,我举几个例子你就明白了。比如电车没有发动机,所以它前盖可以设计出一个防撞梁,或者因为结构件少,整车车身可以做的更加的一体化设计,从而增强整车刚性;再比如它相比油车,各种管、轴变少了很多,取而代之的是很多的电线——有意思的事情就来了,这些电线,理论上是可以通过合理的布局设计,做到集成化的,像集成电路板一样。</p><p><b>这里提取两个关键词:一体化,和集成化。</b>所谓一体化,就是让整车的零部件化整为零,好处就是可以极大的降低供应链复杂度,提升整车的结构刚性和安全性;所谓集成化,就是电子工业百年里,各种电子架构越来越浓缩化、芯片化,并在某种意义上遵从摩尔定律。</p><p>事实上,以基本常识和高中物理知识就能知道,一体化的空间是有限的,而集成化的空间短期是看不到上限的,类似于摩尔定律。试想一下,50年代的计算机,个头如一栋房子般,而今天的计算机,可以浓缩到手掌心大小,而其处理能力超出50年代的计算机无数倍。</p><p>因此我们可以畅想,10~20年后,车身结构逐步稳定下来,而电子电气架构则不断浓缩和集成化。很多现在看起来个头都比较大的一些控制器,将来都有可能进一步缩小体积,从而可以比较容易的设计进车架中——这就是资本圈子热捧的滑板式底盘结构。</p><p>再来看电池。电池也是一种较为复杂的电化学结构件。随着电化学、储能技术的提升,未来电池容量、电池包体积还会进一步缩小缩到一定程度之后,还可以与底盘一体化成型,实际上零跑汽车就在研发这样的底盘(CBC底盘),好处是集成度高、结构紧凑,同时还能增加车身刚性和安全性。</p><p>回过头来再看换电。常识告诉我们,换电必须建立在电池的标准化基础之上的,否则换电就无从谈起,也根本没法推广。这里的电池标准化,一定得拆开来看,一是机械结构的标准化,二是电化学技术的标准化。你会发现,实际上随着电动汽车技术的快速发展,电化学技术早已建立了若干标准,而电池包的尺寸结构却是没有办法在中短期内标准化的。</p><p>原因很简单,谁不想拥有集成度更高的车身结构呢,谁不想在电气化的路上走得更越远呢?那既然没有办法做到尺寸结构的标准化,又怎能兼容层出不穷的新车型呢,更别说兼容其它车厂的各类车型。</p><p><b>这注定是一个很难规模化的事情,无法规模化,成本就无法降下来,蔚来于是将进入一个悖论循环。</b></p><p>实际上,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>就是一体化、集成化的代表。特斯拉之所以毛利率高,其实主要还是依赖于对其车辆结构的重新设计。这部分用户基本无法感知,体现到车企身上,是供应链的变迁、毛利率的攀升,也是我们投资者常说的,特斯拉在制造效率上的厉害之处。</p><p>蔚来选的换电这条路线,表面上看是抄了近道,实际上是与时代的潮流背道而驰。因为换电的设计,未来底盘就无法做到CBC电池车身一体化,也必须让底盘结构设计让位于换电接口设计,进一步可以推测出,因为换电结构设计,蔚来不得不放弃很多效率优先的设计方案。</p><p>乔布斯那句说说得好,用户永远不清晰的知道自己需要什么,只要当你把完美的产品放到他眼前时,他才会惊叹说,哇,这就是我想要的。蔚来可能只是迎合了一部分用户的显性需求,显然,他们也走了一条最容易、最不费脑力思考的道路。至于国家电网、<a href=\"https://laohu8.com/S/PTR\">中石油</a>、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>等,为什么愿意与蔚来一起推换电模式呢?我想说的是,这是从不同侧面的利益出发,做出的时下最理性的选择。国家推动换电模式落地,也有资源利用、多样化探索、国际竞争方面的考量。日本政府和丰田多年来还一直在力推氢能源汽车呢,截止到目前,也没有成为市场主流。</p><p>还是那句话,当站在时代的风口时,要搞清楚核心的游戏规则是什么,不然就完全成了陪跑,最终也只是昙花一现或者泯然众人矣。</p></body></html>","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蔚来正在陷入换电悖论循环\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1075158368\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a6edd4ef1e1f428dad9cb66d3735ea2a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">锦缎 </p>\n<p class=\"h-time\">2022-01-06 10:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>先上一张图</p><p>基本上这张图把换电模式和充电模式,做了个对比分析。仔细看完这张图后,我认为最重要的其实只有两点:补电时长,和产品标准。其它问题都可以从成本的角度去做一些动态分析。</p><p><img src=\"https://static.tigerbbs.com/2eb5b7dc7825436ab886303f5ef0d45e\" tg-width=\"628\" tg-height=\"536\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>关于补电时长。想说的是,超高压快充很快就要面世了,2022年就会有大规模落地车型了,比如小鹏的G9,以及理想正在研发的纯电车型等。小鹏G9充电功率可达480KW,号称充电5分钟,续航200KM。考虑到部分家庭可能会配备慢充枪,以及停车场、商超等物业会逐步配备充电桩,这样的充电效率,其实是能满足需求的。</p><p>很显然,充电是一条没有太多逻辑悖论的路线,简单明了。剩下的就是技术攻关、量产和投放密度的问题了。</p><p>关于换电站,很多人都认为,蔚来当前补能体验好,所以应该坚持投入换电。我想说的是,在讨论之前,我们应该明确一个共识:显然当前电动汽车还处于行业初期阶段,技术发展非常迅猛,远没有到定型和标准化的阶段。</p><p>基于这个认知前提,讨论起来就会容易很多。</p><p>为什么不看好换电?先来搞清楚几个问题,答案就自然了然了。</p><p>这一轮电动汽车革命,主要是两大块,一是电气化,二是智能化。大家都大谈特谈智能化才是未来电动汽车的竞争命门,能意识到这一点,说明都很有远见。</p><p>事实上,电动汽车革命,从用户感知的角度来看,分为两大块,一部分是可感知的,另一部分是不可感知的。电动汽车安静、加速响应快、智能化突出,这些都是容易被大家轻易被大家感知到的部分。而在这之下,其实隐藏着深厚的整车架构变革,是为不可感知的部分。</p><p>整车架构变革,到底有哪些呢?简单的来说就是,汽油车都有硕大的发动机,连着机械传动轴、排气管这些机械结构,直接决定了汽车底盘的基本布局。其他的零部件只能在这个基本结构的基础上进行布局设计。</p><p><img src=\"https://static.tigerbbs.com/782b680ac63a4b2fb88fdd1a4a3b6245\" tg-width=\"563\" tg-height=\"327\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>而电动汽车呢?则完全不一样。它没有发动机,没有传动轴,没有排气管。取而代之的是电机、电池。而且因为电池一般是板式结构,所以整车质量可以做到50:50,这给了电动汽车极大的结构设计空间。</p><p><img src=\"https://static.tigerbbs.com/2bfac8fee0134ff6b896266d27754818\" tg-width=\"794\" tg-height=\"492\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>这么说可能没太多概念,我举几个例子你就明白了。比如电车没有发动机,所以它前盖可以设计出一个防撞梁,或者因为结构件少,整车车身可以做的更加的一体化设计,从而增强整车刚性;再比如它相比油车,各种管、轴变少了很多,取而代之的是很多的电线——有意思的事情就来了,这些电线,理论上是可以通过合理的布局设计,做到集成化的,像集成电路板一样。</p><p><b>这里提取两个关键词:一体化,和集成化。</b>所谓一体化,就是让整车的零部件化整为零,好处就是可以极大的降低供应链复杂度,提升整车的结构刚性和安全性;所谓集成化,就是电子工业百年里,各种电子架构越来越浓缩化、芯片化,并在某种意义上遵从摩尔定律。</p><p>事实上,以基本常识和高中物理知识就能知道,一体化的空间是有限的,而集成化的空间短期是看不到上限的,类似于摩尔定律。试想一下,50年代的计算机,个头如一栋房子般,而今天的计算机,可以浓缩到手掌心大小,而其处理能力超出50年代的计算机无数倍。</p><p>因此我们可以畅想,10~20年后,车身结构逐步稳定下来,而电子电气架构则不断浓缩和集成化。很多现在看起来个头都比较大的一些控制器,将来都有可能进一步缩小体积,从而可以比较容易的设计进车架中——这就是资本圈子热捧的滑板式底盘结构。</p><p>再来看电池。电池也是一种较为复杂的电化学结构件。随着电化学、储能技术的提升,未来电池容量、电池包体积还会进一步缩小缩到一定程度之后,还可以与底盘一体化成型,实际上零跑汽车就在研发这样的底盘(CBC底盘),好处是集成度高、结构紧凑,同时还能增加车身刚性和安全性。</p><p>回过头来再看换电。常识告诉我们,换电必须建立在电池的标准化基础之上的,否则换电就无从谈起,也根本没法推广。这里的电池标准化,一定得拆开来看,一是机械结构的标准化,二是电化学技术的标准化。你会发现,实际上随着电动汽车技术的快速发展,电化学技术早已建立了若干标准,而电池包的尺寸结构却是没有办法在中短期内标准化的。</p><p>原因很简单,谁不想拥有集成度更高的车身结构呢,谁不想在电气化的路上走得更越远呢?那既然没有办法做到尺寸结构的标准化,又怎能兼容层出不穷的新车型呢,更别说兼容其它车厂的各类车型。</p><p><b>这注定是一个很难规模化的事情,无法规模化,成本就无法降下来,蔚来于是将进入一个悖论循环。</b></p><p>实际上,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>就是一体化、集成化的代表。特斯拉之所以毛利率高,其实主要还是依赖于对其车辆结构的重新设计。这部分用户基本无法感知,体现到车企身上,是供应链的变迁、毛利率的攀升,也是我们投资者常说的,特斯拉在制造效率上的厉害之处。</p><p>蔚来选的换电这条路线,表面上看是抄了近道,实际上是与时代的潮流背道而驰。因为换电的设计,未来底盘就无法做到CBC电池车身一体化,也必须让底盘结构设计让位于换电接口设计,进一步可以推测出,因为换电结构设计,蔚来不得不放弃很多效率优先的设计方案。</p><p>乔布斯那句说说得好,用户永远不清晰的知道自己需要什么,只要当你把完美的产品放到他眼前时,他才会惊叹说,哇,这就是我想要的。蔚来可能只是迎合了一部分用户的显性需求,显然,他们也走了一条最容易、最不费脑力思考的道路。至于国家电网、<a href=\"https://laohu8.com/S/PTR\">中石油</a>、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>等,为什么愿意与蔚来一起推换电模式呢?我想说的是,这是从不同侧面的利益出发,做出的时下最理性的选择。国家推动换电模式落地,也有资源利用、多样化探索、国际竞争方面的考量。日本政府和丰田多年来还一直在力推氢能源汽车呢,截止到目前,也没有成为市场主流。</p><p>还是那句话,当站在时代的风口时,要搞清楚核心的游戏规则是什么,不然就完全成了陪跑,最终也只是昙花一现或者泯然众人矣。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/66bf606d024c4da3900d40ecb4dc2c50","relate_stocks":{"NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201256345","content_text":"先上一张图基本上这张图把换电模式和充电模式,做了个对比分析。仔细看完这张图后,我认为最重要的其实只有两点:补电时长,和产品标准。其它问题都可以从成本的角度去做一些动态分析。关于补电时长。想说的是,超高压快充很快就要面世了,2022年就会有大规模落地车型了,比如小鹏的G9,以及理想正在研发的纯电车型等。小鹏G9充电功率可达480KW,号称充电5分钟,续航200KM。考虑到部分家庭可能会配备慢充枪,以及停车场、商超等物业会逐步配备充电桩,这样的充电效率,其实是能满足需求的。很显然,充电是一条没有太多逻辑悖论的路线,简单明了。剩下的就是技术攻关、量产和投放密度的问题了。关于换电站,很多人都认为,蔚来当前补能体验好,所以应该坚持投入换电。我想说的是,在讨论之前,我们应该明确一个共识:显然当前电动汽车还处于行业初期阶段,技术发展非常迅猛,远没有到定型和标准化的阶段。基于这个认知前提,讨论起来就会容易很多。为什么不看好换电?先来搞清楚几个问题,答案就自然了然了。这一轮电动汽车革命,主要是两大块,一是电气化,二是智能化。大家都大谈特谈智能化才是未来电动汽车的竞争命门,能意识到这一点,说明都很有远见。事实上,电动汽车革命,从用户感知的角度来看,分为两大块,一部分是可感知的,另一部分是不可感知的。电动汽车安静、加速响应快、智能化突出,这些都是容易被大家轻易被大家感知到的部分。而在这之下,其实隐藏着深厚的整车架构变革,是为不可感知的部分。整车架构变革,到底有哪些呢?简单的来说就是,汽油车都有硕大的发动机,连着机械传动轴、排气管这些机械结构,直接决定了汽车底盘的基本布局。其他的零部件只能在这个基本结构的基础上进行布局设计。而电动汽车呢?则完全不一样。它没有发动机,没有传动轴,没有排气管。取而代之的是电机、电池。而且因为电池一般是板式结构,所以整车质量可以做到50:50,这给了电动汽车极大的结构设计空间。这么说可能没太多概念,我举几个例子你就明白了。比如电车没有发动机,所以它前盖可以设计出一个防撞梁,或者因为结构件少,整车车身可以做的更加的一体化设计,从而增强整车刚性;再比如它相比油车,各种管、轴变少了很多,取而代之的是很多的电线——有意思的事情就来了,这些电线,理论上是可以通过合理的布局设计,做到集成化的,像集成电路板一样。这里提取两个关键词:一体化,和集成化。所谓一体化,就是让整车的零部件化整为零,好处就是可以极大的降低供应链复杂度,提升整车的结构刚性和安全性;所谓集成化,就是电子工业百年里,各种电子架构越来越浓缩化、芯片化,并在某种意义上遵从摩尔定律。事实上,以基本常识和高中物理知识就能知道,一体化的空间是有限的,而集成化的空间短期是看不到上限的,类似于摩尔定律。试想一下,50年代的计算机,个头如一栋房子般,而今天的计算机,可以浓缩到手掌心大小,而其处理能力超出50年代的计算机无数倍。因此我们可以畅想,10~20年后,车身结构逐步稳定下来,而电子电气架构则不断浓缩和集成化。很多现在看起来个头都比较大的一些控制器,将来都有可能进一步缩小体积,从而可以比较容易的设计进车架中——这就是资本圈子热捧的滑板式底盘结构。再来看电池。电池也是一种较为复杂的电化学结构件。随着电化学、储能技术的提升,未来电池容量、电池包体积还会进一步缩小缩到一定程度之后,还可以与底盘一体化成型,实际上零跑汽车就在研发这样的底盘(CBC底盘),好处是集成度高、结构紧凑,同时还能增加车身刚性和安全性。回过头来再看换电。常识告诉我们,换电必须建立在电池的标准化基础之上的,否则换电就无从谈起,也根本没法推广。这里的电池标准化,一定得拆开来看,一是机械结构的标准化,二是电化学技术的标准化。你会发现,实际上随着电动汽车技术的快速发展,电化学技术早已建立了若干标准,而电池包的尺寸结构却是没有办法在中短期内标准化的。原因很简单,谁不想拥有集成度更高的车身结构呢,谁不想在电气化的路上走得更越远呢?那既然没有办法做到尺寸结构的标准化,又怎能兼容层出不穷的新车型呢,更别说兼容其它车厂的各类车型。这注定是一个很难规模化的事情,无法规模化,成本就无法降下来,蔚来于是将进入一个悖论循环。实际上,特斯拉就是一体化、集成化的代表。特斯拉之所以毛利率高,其实主要还是依赖于对其车辆结构的重新设计。这部分用户基本无法感知,体现到车企身上,是供应链的变迁、毛利率的攀升,也是我们投资者常说的,特斯拉在制造效率上的厉害之处。蔚来选的换电这条路线,表面上看是抄了近道,实际上是与时代的潮流背道而驰。因为换电的设计,未来底盘就无法做到CBC电池车身一体化,也必须让底盘结构设计让位于换电接口设计,进一步可以推测出,因为换电结构设计,蔚来不得不放弃很多效率优先的设计方案。乔布斯那句说说得好,用户永远不清晰的知道自己需要什么,只要当你把完美的产品放到他眼前时,他才会惊叹说,哇,这就是我想要的。蔚来可能只是迎合了一部分用户的显性需求,显然,他们也走了一条最容易、最不费脑力思考的道路。至于国家电网、中石油、宁德时代等,为什么愿意与蔚来一起推换电模式呢?我想说的是,这是从不同侧面的利益出发,做出的时下最理性的选择。国家推动换电模式落地,也有资源利用、多样化探索、国际竞争方面的考量。日本政府和丰田多年来还一直在力推氢能源汽车呢,截止到目前,也没有成为市场主流。还是那句话,当站在时代的风口时,要搞清楚核心的游戏规则是什么,不然就完全成了陪跑,最终也只是昙花一现或者泯然众人矣。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692764112,"gmtCreate":1641222260143,"gmtModify":1641222260143,"author":{"id":"3472335577605288","authorId":"3472335577605288","name":"无酒亦醉","avatar":"https://static.tigerbbs.com/96e8011e10ffd4e038a18c67717567fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472335577605288","authorIdStr":"3472335577605288"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>最近几天的成交量有点大啊,这才半个小时就已经有了2000万的交易量","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>最近几天的成交量有点大啊,这才半个小时就已经有了2000万的交易量","text":"$蔚来(NIO)$最近几天的成交量有点大啊,这才半个小时就已经有了2000万的交易量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692764112","isVote":1,"tweetType":1,"viewCount":1695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692763867,"gmtCreate":1641221252534,"gmtModify":1641221252534,"author":{"id":"3472335577605288","authorId":"3472335577605288","name":"无酒亦醉","avatar":"https://static.tigerbbs.com/96e8011e10ffd4e038a18c67717567fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472335577605288","authorIdStr":"3472335577605288"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>中概股咋又崩了[捂脸] ","listText":"<a 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>从四季度交付量来看,当前三款车的产能和订单量也就是每月8000-10000左右了。当前的三款车都是第一代车型,销量已经没有多大提升空间了,ES7没在Nio Day上发布也是怕挤压2022年第一季度的交付量。销量要有大的提升,得看本年度二代车型上新了,EC6,ES6,ES8也到了更新换代的时候了。大家都知道二代相比一代会有很大提升,价格差异也不大,一代车型买的人会变少,等等党更香。期待蔚来在ET5交付前更新所有SUV车型,在此之前股价难以大跃升啊!","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>从四季度交付量来看,当前三款车的产能和订单量也就是每月8000-10000左右了。当前的三款车都是第一代车型,销量已经没有多大提升空间了,ES7没在Nio Day上发布也是怕挤压2022年第一季度的交付量。销量要有大的提升,得看本年度二代车型上新了,EC6,ES6,ES8也到了更新换代的时候了。大家都知道二代相比一代会有很大提升,价格差异也不大,一代车型买的人会变少,等等党更香。期待蔚来在ET5交付前更新所有SUV车型,在此之前股价难以大跃升啊!","text":"$蔚来(NIO)$从四季度交付量来看,当前三款车的产能和订单量也就是每月8000-10000左右了。当前的三款车都是第一代车型,销量已经没有多大提升空间了,ES7没在Nio Day上发布也是怕挤压2022年第一季度的交付量。销量要有大的提升,得看本年度二代车型上新了,EC6,ES6,ES8也到了更新换代的时候了。大家都知道二代相比一代会有很大提升,价格差异也不大,一代车型买的人会变少,等等党更香。期待蔚来在ET5交付前更新所有SUV车型,在此之前股价难以大跃升啊!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/692598248","isVote":1,"tweetType":1,"viewCount":4233,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000481","authorId":"9000000000000481","name":"银河小铁骑00","avatar":"https://static.tigerbbs.com/4631beb8e4e432c5add0866e8379057d","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000481","authorIdStr":"9000000000000481"},"content":"估计要等蔚来的超级工厂建成之后,股价才会有比较好的表现。","text":"估计要等蔚来的超级工厂建成之后,股价才会有比较好的表现。","html":"估计要等蔚来的超级工厂建成之后,股价才会有比较好的表现。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":953912932,"gmtCreate":1590077533426,"gmtModify":1704191790457,"author":{"id":"3472335577605288","authorId":"3472335577605288","name":"无酒亦醉","avatar":"https://static.tigerbbs.com/96e8011e10ffd4e038a18c67717567fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472335577605288","authorIdStr":"3472335577605288"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>做波段的都挣到钱了吧,像我这种等大涨的,只能干看着 [笑哭] ","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>做波段的都挣到钱了吧,像我这种等大涨的,只能干看着 [笑哭] ","text":"$蔚来(NIO)$做波段的都挣到钱了吧,像我这种等大涨的,只能干看着 [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/953912932","isVote":1,"tweetType":1,"viewCount":5260,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548134302423581","authorId":"3548134302423581","name":"醉清风_0161","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3548134302423581","authorIdStr":"3548134302423581"},"content":"做波段的亏死","text":"做波段的亏死","html":"做波段的亏死"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388555767,"gmtCreate":1613065362559,"gmtModify":1703769193018,"author":{"id":"3472335577605288","authorId":"3472335577605288","name":"无酒亦醉","avatar":"https://static.tigerbbs.com/96e8011e10ffd4e038a18c67717567fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472335577605288","authorIdStr":"3472335577605288"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>3月19号之前还有大量的看涨期权,不会等着这批被摁死吧","listText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>3月19号之前还有大量的看涨期权,不会等着这批被摁死吧","text":"$辉瑞(PFE)$3月19号之前还有大量的看涨期权,不会等着这批被摁死吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/388555767","isVote":1,"tweetType":1,"viewCount":2127,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3497098160022799","authorId":"3497098160022799","name":"pd大鹏","avatar":"https://static.tigerbbs.com/4ab32d916661e2c936f3e5496e5895be","crmLevel":2,"crmLevelSwitch":0,"idStr":"3497098160022799","authorIdStr":"3497098160022799"},"content":"我就买在319,庄家不至于稀罕我这几百刀吧[捂脸][捂脸]","text":"我就买在319,庄家不至于稀罕我这几百刀吧[捂脸][捂脸]","html":"我就买在319,庄家不至于稀罕我这几百刀吧[捂脸][捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":104115439,"gmtCreate":1620362989021,"gmtModify":1620362989021,"author":{"id":"3472335577605288","authorId":"3472335577605288","name":"无酒亦醉","avatar":"https://static.tigerbbs.com/96e8011e10ffd4e038a18c67717567fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472335577605288","authorIdStr":"3472335577605288"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>疫苗股除了辉瑞外,其他的已经恢复上涨了","text":"$辉瑞(PFE)$疫苗股除了辉瑞外,其他的已经恢复上涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/317541723","isVote":1,"tweetType":1,"viewCount":2639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":983334799,"gmtCreate":1583149540611,"gmtModify":1704348768020,"author":{"id":"3472335577605288","authorId":"3472335577605288","name":"无酒亦醉","avatar":"https://static.tigerbbs.com/96e8011e10ffd4e038a18c67717567fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472335577605288","authorIdStr":"3472335577605288"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>还有让这两天发财报的吗?多利好的财报都抵不住这几天波动的大盘","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>还有让这两天发财报的吗?多利好的财报都抵不住这几天波动的大盘","text":"$蔚来(NIO)$还有让这两天发财报的吗?多利好的财报都抵不住这几天波动的大盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/983334799","isVote":1,"tweetType":1,"viewCount":5101,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3507779075099026","authorId":"3507779075099026","name":"寓言家","avatar":"https://static.tigerbbs.com/bc143f3104a28d0cd68dfc64805ec5cf","crmLevel":5,"crmLevelSwitch":1,"idStr":"3507779075099026","authorIdStr":"3507779075099026"},"content":"财报不发了?我记得原先说3号","text":"财报不发了?我记得原先说3号","html":"财报不发了?我记得原先说3号"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847764638,"gmtCreate":1636555090354,"gmtModify":1636555090354,"author":{"id":"3472335577605288","authorId":"3472335577605288","name":"无酒亦醉","avatar":"https://static.tigerbbs.com/96e8011e10ffd4e038a18c67717567fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472335577605288","authorIdStr":"3472335577605288"},"themes":[],"htmlText":"19年大家都在说明年倒闭,21年了,大家都在说蔚来没技术","listText":"19年大家都在说明年倒闭,21年了,大家都在说蔚来没技术","text":"19年大家都在说明年倒闭,21年了,大家都在说蔚来没技术","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/847764638","repostId":"1189094403","repostType":2,"repost":{"id":"1189094403","kind":"news","pubTimestamp":1636528002,"share":"https://www.laohu8.com/m/news/1189094403?lang=&edition=full","pubTime":"2021-11-10 15:06","market":"us","language":"zh","title":"“优等生”蔚来,没有上进心","url":"https://stock-news.laohu8.com/highlight/detail?id=1189094403","media":"亿欧汽车","summary":"看了$蔚来$的三季度财报,一位创始版车主表示:蔚来现在最大的问题,是没有了之前的危机感。蔚来汽车联合创始人兼总裁秦力洪对此表示:危机感,永远都有。2021年11月10日,蔚来发布三季度财报,三季度营收达98.1亿元,同比增长116.6%,现金储备达470亿元。财报的字里行间透露着“有钱”二字。一个月前,蔚来还是蝉联销冠的优等生,虽然新势力销量波动不罕见,但从蔚来日渐下滑的销量来看,情况堪忧。","content":"<p>看了<a href=\"https://laohu8.com/S/NIO\">蔚来</a>的三季度财报,一位创始版车主表示:蔚来现在最大的问题,是没有了之前的危机感。</p>\n<p>蔚来汽车联合创始人兼总裁秦力洪对此表示:危机感,永远都有。</p>\n<p>2021年11月10日,蔚来发布三季度财报,三季度营收达98.1亿元,同比增长116.6%,现金储备达470亿元。</p>\n<p>财报的字里行间透露着“有钱”二字。</p>\n<p>而车主纷纷在财报信息下面留言,呼吁有钱的蔚来加快脚步,增强硬件首发优势,积极开发软件实力,“比起新势力,蔚来已经中规中矩了。我希望有钱的蔚来,能带来更多的惊喜。”</p>\n<p><img src=\"https://static.tigerbbs.com/0148a4b9dcbb0d13de068903d2ada9c1\" tg-width=\"880\" tg-height=\"535\" referrerpolicy=\"no-referrer\"></p>\n<p><i><b>01</b></i></p>\n<p><b>跌出第一梯队?</b></p>\n<p>10月,蔚来首次跌至造车新势力销量榜第五位。</p>\n<p>一个月前,蔚来还是蝉联销冠的优等生,虽然新势力销量波动不罕见,但从蔚来日渐下滑的销量来看,情况堪忧。</p>\n<p>消息发酵后,蔚来火速回应:“与生产线改造有关。”据亿欧汽车了解, 10月,江淮蔚来合肥先进制造基地生产线完成阶段性改造,10月下旬起,合肥先进制造基地已逐步恢复生产。</p>\n<p>秦力洪表示,“10月份的销量其实是非常出色的,可以用创纪录来形容,达到了历史新高。因为工厂在改建升级,仅仅满负荷运转了10天,车造的少,所以交付少了。”</p>\n<p>此外,秦力洪还透露,此次的生产线改造目的之一就是兼容ET7准时上线。</p>\n<p>随着工厂改建升级工作的完成,蔚来首款轿车ET7将在明年一季度投产,而江淮蔚来合肥工厂的总产能也将实现2倍增长,达到30万台。</p>\n<p>言下之意,此次销量情形是蔚来为了主力车型ET7“顺产”及产能优化,并对眼前利益暂时让渡导致。</p>\n<p>蔚来虽然对销量信心十足,但对第四季度的交付量缺少了些许底气。</p>\n<p>在第三季度财报电话会上,蔚来预计第四季度车辆交付量在2.35-2.55万辆之间,同比增幅约35.4%至46.9%,较2021年第三季度减少约3.8%-4.3%。</p>\n<p>但在“缺芯”和产线调整的大背景下,“我们”都一样。</p>\n<p>理想、哪吒、威马10月环比均有所上涨,小鹏虽比上月交付量有所减少,仍能突破一万辆大关。蔚来跌幅最大达到了65.5%。</p>\n<p><i><b>02</b></i></p>\n<p><b>蔚来,科技断层?</b></p>\n<p>蔚来车主当前反映最多的问题之一是:车机开机特别慢。甚至有车主调侃,车机版本越升级越卡,“闻出了<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的味道。”</p>\n<p>这与软件实力息息相关。</p>\n<p>在《2021中国<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶核心软件产业研究报告》中,亿欧智库预计,汽车软件在整车价值中所占的比例有望在2030年达到65%,成为未来汽车产业中的重要利润点。</p>\n<p>当前,软件定义汽车已成共识,如何在汽车硬件基础上为用户提供更人性化的软件服务,是重中之重,亦是蔚来等智能化车企绕不开的大山之一。</p>\n<p>蔚来似乎在这座大山面前停住了脚步。</p>\n<p>从过去一年的新闻看,蔚来做的事情,只有两件,要么加速换电站建设,要么日常与车主打作一团。</p>\n<p>在产品研发和技术创新上,蔚来的动作似乎并不明显。</p>\n<p>看似以“互联网思维打天下”,技能树点满的蔚来,本质上更像是一家侧重于售后的车企。</p>\n<p>蔚来更多付出的是对消费者的关爱和无微不至的满足,甚至有人戏称其为“<a href=\"https://laohu8.com/S/06862\">海底捞</a>式服务”。</p>\n<p>蔚来向来“宠粉”,用户也一直为其忠实地站队欢呼,“圈地自萌”好不欢乐。</p>\n<p>路人缘良好,也要硬实力跟上。蔚来想给人有温度的造车企业的印象无可厚非,但人家隔壁的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,市值已经破万亿美金了,蔚来可不能沉浸在车主的”温柔乡“里了。</p>\n<p>在市场和车主的眼中,蔚来作为中国造车新势力第一股,一直被视为新能源浪潮下的领头羊,背负的是中国自主品牌弯道超车的希望。</p>\n<p>可车主“饭圈化”显然不是一个好的信号,靠被发好人卡,蔚来不免失却了科技公司的格调。</p>\n<p>不少蔚来车主也真诚呼吁:“多在产品身上下点功夫吧!”</p>\n<p><i><b>03</b></i></p>\n<p><b>周边产品,胜过主营业务?</b></p>\n<p>打造令人愉悦的生活方式,蔚来底气满满。</p>\n<p>除了一年一度的NIO Day之外,似乎再难给出任何惊喜。难道只顾着生活,却忘了创新?</p>\n<p>除了NIO Power、NIO Service、NIO House、NIO Space这些与用车深度相关的用户服务,NIO Life也成为蔚来用户运营的重要组成之一,共同组成了“NIO宇宙”。</p>\n<p>别人出的周边是<a href=\"https://laohu8.com/S/300024\">机器人</a>,而蔚来出的周边却是时装家居、茶酒美食。</p>\n<p>蔚来,已经在享受生活中愈发得心应手。频频出现在设计师和文青的安利帖中,甚至有人在小红书上发帖:蔚来的周边产品比它的主营业务做得更好。</p>\n<p>你可以永远相信蔚来的审美,但销量不一定。</p>\n<p>不务正业的车企有很多,比如马自达推出过金属蒸蛋器,日产设计过智能家具,福特曾推出狗屋,丰田生产过氢动力游艇,本田还造过飞机。</p>\n<p>友商特斯拉推出了人形机器人Tesla bot,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>推出智能机器马,甚至迷上了飞行汽车。</p>\n<p>蔚来若只沉浸在生活的美好中,成为某一群人的狂欢,如何担负得起推动中国智能电动汽车普及全球的历史重任。</p>\n<p><i><b>04</b></i></p>\n<p><b>蔚来,离特斯拉还差多少<a href=\"https://laohu8.com/S/002594\">比亚迪</a></b></p>\n<p>蔚来的人设,也曾是\"特斯拉中国分拉\"(平替)。</p>\n<p><img src=\"https://static.tigerbbs.com/800d9deff26dd2ab9371ded2377cd21a\" tg-width=\"866\" tg-height=\"588\" referrerpolicy=\"no-referrer\"></p>\n<p>本应更懂中国市场的蔚来,不像特斯拉出身“显贵”,经历了自燃、濒临破产、投资人撤出等事件,一直被霉运笼罩的李斌实属不易,终于走出了中国智能电动汽车的特色道路。</p>\n<p>再看看“任性调价、把用户当韭菜”的特斯拉,市值不仅于近日突破万亿美金,其在销售场景中也是一车难求。</p>\n<p>订单充足产能不足,某种程度上来说羡煞旁人,一时无法望其项背,究其本质恐怕是特斯拉强大的产品力。</p>\n<p>建厂、量产、交付一以贯之,产品性能领先同级且不断通过OTA迭代更新,特斯拉将科技创新的技能值一再拉满。</p>\n<p>蛰伏多年的比亚迪在市值与销量上均得到了市场的正向反馈,被视为中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车的头号代表,取代了蔚来曾经中国车企市值第一的位置。</p>\n<p>如今看来,蔚来与特斯拉之间,还差了不止一个比亚迪。</p>\n<p>蔚来要想在接下来的“新能源短道速滑”中追上特斯拉,还应在技术创新与产品力提升上下功夫。</p>\n<p><img src=\"https://static.tigerbbs.com/5d2e760cacde43d3994fba208021ac4e\" tg-width=\"886\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p>\n<p><i><b>05</b></i></p>\n<p><b>蔚来的危机</b></p>\n<p>有车主表示,100多位产品经理负责一个日活10万的APP实属浪费,蔚来的服务,也越发没有新鲜感。</p>\n<p>如果蔚来无法再带来更多惊喜,那么车主还会只为其优质的服务买单吗?</p>\n<p>蔚来面临的风险是,一旦现在蔚来的“信徒”失去了备受宠溺的用户服务,失去了引以为傲的价值标签,将会绝情地离去。</p>\n<p>在用户日益严苛的要求下,蔚来的挑战越来越大,如何在更好服务的基础上,给用户更好的产品,是蔚来的当务之急。</p>\n<p>蔚来想影响并促成转化的,仍是“沉默的大多数”。</p>\n<p>这样的困境,会造成蔚来无法做到下沉,难以做到科技普惠,成为一家伟大的科技公司。</p>\n<p>现在的蔚来成不了比亚迪,更成不了特斯拉。与其被动等待靴子落地,不如励精图治,聆听用户和市场的声音,继续成为“最好的中国智能电动车企”。</p>\n<p>造车势力已进入“战国时代”,亿欧汽车认为,车企需一同抵达未来出行蓝海,缔造智能电动汽车的”白银时代“,才能走得更长远。</p>\n<p>正如蔚来车主所说,价格下探的新车型、不断上升的交付量,才是王道。</p>\n<p>正如车主所言:“蔚来可不要掉队咯!”</p>","source":"lsy1582080587274","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>“优等生”蔚来,没有上进心</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“优等生”蔚来,没有上进心\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-10 15:06 北京时间 <a href=https://mp.weixin.qq.com/s/9zicYnkESg3Ia3NcfIwFTg><strong>亿欧汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>看了蔚来的三季度财报,一位创始版车主表示:蔚来现在最大的问题,是没有了之前的危机感。\n蔚来汽车联合创始人兼总裁秦力洪对此表示:危机感,永远都有。\n2021年11月10日,蔚来发布三季度财报,三季度营收达98.1亿元,同比增长116.6%,现金储备达470亿元。\n财报的字里行间透露着“有钱”二字。\n而车主纷纷在财报信息下面留言,呼吁有钱的蔚来加快脚步,增强硬件首发优势,积极开发软件实力,“比起新势力...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/9zicYnkESg3Ia3NcfIwFTg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3adb4220700f401af9ab784addf2b777","relate_stocks":{"NIO":"蔚来"},"source_url":"https://mp.weixin.qq.com/s/9zicYnkESg3Ia3NcfIwFTg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189094403","content_text":"看了蔚来的三季度财报,一位创始版车主表示:蔚来现在最大的问题,是没有了之前的危机感。\n蔚来汽车联合创始人兼总裁秦力洪对此表示:危机感,永远都有。\n2021年11月10日,蔚来发布三季度财报,三季度营收达98.1亿元,同比增长116.6%,现金储备达470亿元。\n财报的字里行间透露着“有钱”二字。\n而车主纷纷在财报信息下面留言,呼吁有钱的蔚来加快脚步,增强硬件首发优势,积极开发软件实力,“比起新势力,蔚来已经中规中矩了。我希望有钱的蔚来,能带来更多的惊喜。”\n\n01\n跌出第一梯队?\n10月,蔚来首次跌至造车新势力销量榜第五位。\n一个月前,蔚来还是蝉联销冠的优等生,虽然新势力销量波动不罕见,但从蔚来日渐下滑的销量来看,情况堪忧。\n消息发酵后,蔚来火速回应:“与生产线改造有关。”据亿欧汽车了解, 10月,江淮蔚来合肥先进制造基地生产线完成阶段性改造,10月下旬起,合肥先进制造基地已逐步恢复生产。\n秦力洪表示,“10月份的销量其实是非常出色的,可以用创纪录来形容,达到了历史新高。因为工厂在改建升级,仅仅满负荷运转了10天,车造的少,所以交付少了。”\n此外,秦力洪还透露,此次的生产线改造目的之一就是兼容ET7准时上线。\n随着工厂改建升级工作的完成,蔚来首款轿车ET7将在明年一季度投产,而江淮蔚来合肥工厂的总产能也将实现2倍增长,达到30万台。\n言下之意,此次销量情形是蔚来为了主力车型ET7“顺产”及产能优化,并对眼前利益暂时让渡导致。\n蔚来虽然对销量信心十足,但对第四季度的交付量缺少了些许底气。\n在第三季度财报电话会上,蔚来预计第四季度车辆交付量在2.35-2.55万辆之间,同比增幅约35.4%至46.9%,较2021年第三季度减少约3.8%-4.3%。\n但在“缺芯”和产线调整的大背景下,“我们”都一样。\n理想、哪吒、威马10月环比均有所上涨,小鹏虽比上月交付量有所减少,仍能突破一万辆大关。蔚来跌幅最大达到了65.5%。\n02\n蔚来,科技断层?\n蔚来车主当前反映最多的问题之一是:车机开机特别慢。甚至有车主调侃,车机版本越升级越卡,“闻出了苹果的味道。”\n这与软件实力息息相关。\n在《2021中国智能驾驶核心软件产业研究报告》中,亿欧智库预计,汽车软件在整车价值中所占的比例有望在2030年达到65%,成为未来汽车产业中的重要利润点。\n当前,软件定义汽车已成共识,如何在汽车硬件基础上为用户提供更人性化的软件服务,是重中之重,亦是蔚来等智能化车企绕不开的大山之一。\n蔚来似乎在这座大山面前停住了脚步。\n从过去一年的新闻看,蔚来做的事情,只有两件,要么加速换电站建设,要么日常与车主打作一团。\n在产品研发和技术创新上,蔚来的动作似乎并不明显。\n看似以“互联网思维打天下”,技能树点满的蔚来,本质上更像是一家侧重于售后的车企。\n蔚来更多付出的是对消费者的关爱和无微不至的满足,甚至有人戏称其为“海底捞式服务”。\n蔚来向来“宠粉”,用户也一直为其忠实地站队欢呼,“圈地自萌”好不欢乐。\n路人缘良好,也要硬实力跟上。蔚来想给人有温度的造车企业的印象无可厚非,但人家隔壁的特斯拉,市值已经破万亿美金了,蔚来可不能沉浸在车主的”温柔乡“里了。\n在市场和车主的眼中,蔚来作为中国造车新势力第一股,一直被视为新能源浪潮下的领头羊,背负的是中国自主品牌弯道超车的希望。\n可车主“饭圈化”显然不是一个好的信号,靠被发好人卡,蔚来不免失却了科技公司的格调。\n不少蔚来车主也真诚呼吁:“多在产品身上下点功夫吧!”\n03\n周边产品,胜过主营业务?\n打造令人愉悦的生活方式,蔚来底气满满。\n除了一年一度的NIO Day之外,似乎再难给出任何惊喜。难道只顾着生活,却忘了创新?\n除了NIO Power、NIO Service、NIO House、NIO Space这些与用车深度相关的用户服务,NIO Life也成为蔚来用户运营的重要组成之一,共同组成了“NIO宇宙”。\n别人出的周边是机器人,而蔚来出的周边却是时装家居、茶酒美食。\n蔚来,已经在享受生活中愈发得心应手。频频出现在设计师和文青的安利帖中,甚至有人在小红书上发帖:蔚来的周边产品比它的主营业务做得更好。\n你可以永远相信蔚来的审美,但销量不一定。\n不务正业的车企有很多,比如马自达推出过金属蒸蛋器,日产设计过智能家具,福特曾推出狗屋,丰田生产过氢动力游艇,本田还造过飞机。\n友商特斯拉推出了人形机器人Tesla bot,小鹏汽车推出智能机器马,甚至迷上了飞行汽车。\n蔚来若只沉浸在生活的美好中,成为某一群人的狂欢,如何担负得起推动中国智能电动汽车普及全球的历史重任。\n04\n蔚来,离特斯拉还差多少比亚迪\n蔚来的人设,也曾是\"特斯拉中国分拉\"(平替)。\n\n本应更懂中国市场的蔚来,不像特斯拉出身“显贵”,经历了自燃、濒临破产、投资人撤出等事件,一直被霉运笼罩的李斌实属不易,终于走出了中国智能电动汽车的特色道路。\n再看看“任性调价、把用户当韭菜”的特斯拉,市值不仅于近日突破万亿美金,其在销售场景中也是一车难求。\n订单充足产能不足,某种程度上来说羡煞旁人,一时无法望其项背,究其本质恐怕是特斯拉强大的产品力。\n建厂、量产、交付一以贯之,产品性能领先同级且不断通过OTA迭代更新,特斯拉将科技创新的技能值一再拉满。\n蛰伏多年的比亚迪在市值与销量上均得到了市场的正向反馈,被视为中国新能源汽车的头号代表,取代了蔚来曾经中国车企市值第一的位置。\n如今看来,蔚来与特斯拉之间,还差了不止一个比亚迪。\n蔚来要想在接下来的“新能源短道速滑”中追上特斯拉,还应在技术创新与产品力提升上下功夫。\n\n05\n蔚来的危机\n有车主表示,100多位产品经理负责一个日活10万的APP实属浪费,蔚来的服务,也越发没有新鲜感。\n如果蔚来无法再带来更多惊喜,那么车主还会只为其优质的服务买单吗?\n蔚来面临的风险是,一旦现在蔚来的“信徒”失去了备受宠溺的用户服务,失去了引以为傲的价值标签,将会绝情地离去。\n在用户日益严苛的要求下,蔚来的挑战越来越大,如何在更好服务的基础上,给用户更好的产品,是蔚来的当务之急。\n蔚来想影响并促成转化的,仍是“沉默的大多数”。\n这样的困境,会造成蔚来无法做到下沉,难以做到科技普惠,成为一家伟大的科技公司。\n现在的蔚来成不了比亚迪,更成不了特斯拉。与其被动等待靴子落地,不如励精图治,聆听用户和市场的声音,继续成为“最好的中国智能电动车企”。\n造车势力已进入“战国时代”,亿欧汽车认为,车企需一同抵达未来出行蓝海,缔造智能电动汽车的”白银时代“,才能走得更长远。\n正如蔚来车主所说,价格下探的新车型、不断上升的交付量,才是王道。\n正如车主所言:“蔚来可不要掉队咯!”","news_type":1},"isVote":1,"tweetType":1,"viewCount":2134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337810298,"gmtCreate":1611110845414,"gmtModify":1703748064988,"author":{"id":"3472335577605288","authorId":"3472335577605288","name":"无酒亦醉","avatar":"https://static.tigerbbs.com/96e8011e10ffd4e038a18c67717567fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472335577605288","authorIdStr":"3472335577605288"},"themes":[],"htmlText":"<a 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