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幸福张小凡

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幸福张小凡

03-22

$赛力斯(601127)$ 无法理解赛力斯的市值不超过小米和理想，身为华为的傀儡，凭啥只值小米市值的一半多？难道是因为小康集团只减持了2亿股股票，减持太少的原因吗？

幸福张小凡

2023-07-10

中植系了

AMC Networks: Navigating Challenges With Strategic Focus

幸福张小凡

2023-07-03

$三倍做空富时中国ETF-Direxion(YANG)$

幸福张小凡

2023-06-26

这篇文章不错，转发给大家看看

港股开盘 | 恒指低开0.23%录得5连跌，科技股继续走低

幸福张小凡

2023-04-13

融创走到今天，罪魁祸首，就是商羽

融创也有高管失联了

幸福张小凡

2020-12-22

$一起教育科技(YQ)$雷军老师，买小米你玩了我两年三个月，买一起教育又少赚了50个点，玩死人不偿命啊

幸福张小凡

2020-12-17

$微博(WB)$ 凭什么一个垄断平台，并有稳定盈利的巨头企业，还不如一个卖盲盒的？还有可能涨回18年的高点吗？再就是为啥twitter以前市值和微博差不多，现在市值却碾压微博？

幸福张小凡

2020-10-07

不管是空调还是卫生巾，华为都将是最后的胜利者

董明珠轻敌了，刚解决完奥克斯，突然又跳出来一个小米

幸福张小凡

2020-08-31

董大姐，把格力一块钱卖给任正非任总把吧！卖给任总，格力每台空调可以涨价1000！股价会飙升的

小米股价创历史新高！雷军身家日增56亿，营收超格力300多亿

幸福张小凡

2020-08-28

这篇文章不错，转发给大家看

抱歉，原内容已删除

幸福张小凡

2020-08-28

7427411聚@话题虎7谷谷谷14111哈118244511887哈生日！

谁会成新能源汽车界的华为小米？

幸福张小凡

2020-08-28

这篇文章不错，转发给大家看

谁会成新能源汽车界的华为小米？

幸福张小凡

2020-08-28

HIV7

谁会成新能源汽车界的华为小米？

幸福张小凡

2020-08-20

华为空调和华为的房子才是中国最好的，董明珠再不卖掉格力，就要被华为干掉了

抱歉，原内容已删除

幸福张小凡

2018-07-26

$京东(JD)$477827

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$ &nbsp;</a>无法理解赛力斯的市值不超过小米和理想，身为华为的傀儡，凭啥只值小米市值的一半多？难道是因为小康集团只减持了2亿股股票，减持太少的原因吗？","listText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$ &nbsp;</a>无法理解赛力斯的市值不超过小米和理想，身为华为的傀儡，凭啥只值小米市值的一半多？难道是因为小康集团只减持了2亿股股票，减持太少的原因吗？","text":"$赛力斯(601127)$ 无法理解赛力斯的市值不超过小米和理想，身为华为的傀儡，凭啥只值小米市值的一半多？难道是因为小康集团只减持了2亿股股票，减持太少的原因吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/286951540531488","isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":196283694968832,"gmtCreate":1688957750558,"gmtModify":1688957751926,"author":{"id":"3472508819662137","authorId":"3472508819662137","name":"幸福张小凡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472508819662137","idStr":"3472508819662137"},"themes":[],"htmlText":"中植系了","listText":"中植系了","text":"中植系了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196283694968832","repostId":"2349991983","repostType":2,"repost":{"id":"2349991983","pubTimestamp":1688767248,"share":"https://www.laohu8.com/m/news/2349991983?lang=&edition=full","pubTime":"2023-07-08 06:00","market":"us","language":"en","title":"AMC Networks: Navigating Challenges With Strategic Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2349991983","media":"seekingalpha","summary":"Frazer Harrison/Getty Images Entertainment Intro AMC Networks Inc. (NASDAQ:AMCX) is an entertainment company operating in the United States and internationally. It owns and operates various national p","content":"<html><body><p><figure><picture> <img height=\"1021px\" loading=\"lazy\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/456565142/image_456565142.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/456565142/image_456565142.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/456565142/image_456565142.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/456565142/image_456565142.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/456565142/image_456565142.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/456565142/image_456565142.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/456565142/image_456565142.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/456565142/image_456565142.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/456565142/image_456565142.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>Frazer Harrison/Getty Images Entertainment</p></figcaption></figure></p> <h2>Intro</h2> <p>AMC Networks Inc. (<span>NASDAQ:AMCX</span>) is an entertainment company operating in the United States and internationally. It owns and operates various national programming networks such as AMC, WE tv, BBC AMERICA, IFC, and SundanceTV. The company offers subscription streaming<span> services, including Acorn TV, Shudder, Sundance Now, ALLBLK, and HIDIVE, and engages in film distribution under the IFC Films name. Additionally, AMCX produces and licenses original programming for its networks and operates a portfolio of channels under the AMCNI name internationally.</span></p> <p>This article aims to comprehensively evaluate AMCX's financial performance and growth prospects. We will examine the company's revenue and profitability trends, its capacity to generate free cash flow, and the overall financial strength demonstrated in its balance sheet. Furthermore, we will utilize a discounted cash flow analysis to estimate the intrinsic value of AMCX, offering valuable insights for investors who are<span> considering AMCX as a potential investment opportunity in the present market.</span></p> <h2>Track Record</h2> <p>AMCX has established itself as a prominent player in the entertainment industry, known for its compelling content and innovative programming. Let's see if this success translates to financial performance.</p> <p>While AMCX experienced notable revenue growth over the past decade, more recent years have presented challenges resulting in stalled revenue growth. In 2018 and 2019, the company generated revenue of $2.97 billion and $3.06 billion, respectively, showcasing a relatively flat performance. In 2020, AMCX's revenue further declined to $2.81 billion. The company's revenue has since only grown to $3.09 billion in 2022. These recent years of stagnant or declining revenue growth indicate the impact of industry-wide disruptions and evolving viewer preferences.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/7/48157999-16887433137219465.png\"/> </picture><figcaption><p><span>Data by Stock Analysis </span></p></figcaption></figure></p> <p>While AMCX's revenue growth has been inconsistent, its free cash flow has also experienced fluctuations. The fluctuations in AMCX's free cash flow pose challenges to the company's financial stability and long-term growth prospects. The inconsistent performance raises concerns about the company's ability to effectively manage its cash resources, invest in future growth, and respond to industry changes. Addressing these challenges and improving cash flow generation are crucial for AMCX to enhance its financial stability, mitigate reliance on debt financing, and unlock its full growth potential in the competitive entertainment landscape.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/7/48157999-16887433595482183.png\"/> </picture><figcaption><p><span>Data by Stock Analysis </span></p></figcaption></figure></p> <p>AMCX maintains a mixed balance sheet, evident from its current ratio of 1.74. The current ratio measures a company's ability to meet short-term obligations using its current assets. AMCX's ratio above 1 indicates that it possesses sufficient current assets to cover its near-term liabilities, providing stability and liquidity.</p> <p>However, AMC Networks' high D/E ratio of 2.43 presents a substantial challenge to the company's financial stability and long-term growth prospects. The burden of significant debt hampers AMCX's strategic flexibility, reduces its margin for error, and increases its vulnerability to economic uncertainties. Addressing the debt burden should be a priority for the company to improve its financial position, enhance profitability, and regain investor confidence.</p> <p>AMCX's profitability has been inconsistent, as indicated by its ROE performance. While the company achieved impressive ROE figures in certain years, it also experienced negative ROE in multiple years. This inconsistency reflects challenges in generating sustainable profits and raises concerns about operational efficiency, cost management, and competitiveness. AMCX's average 10-year ROE of 117.84% is notable, but the sporadic nature of its profitability undermines investor confidence and limits the company's capacity to reward shareholders.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/7/48157999-16887437789117463.png\"/> </picture><figcaption><p><span>Data by Stock Analysis </span></p></figcaption></figure></p> <p>AMCX's disappointing total return of -80% over the past five years falls significantly short of the 72% return generated by the S&amp;P 500. This underperformance highlights challenges faced by the company, such as increased competition, changing consumer behavior, and market dynamics. Investors should carefully evaluate AMCX's ability to navigate these challenges and generate improved returns in the future.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/7/48157999-16887433846002705.png\"/></span><figcaption><p><span>Data by Seeking Alpha</span></p></figcaption></figure></p> <h2>Forecast</h2> <p>AMC Networks, is under the leadership of its new CEO Kristin Dolan. Dolan brings a wealth of industry experience, having started her career at the company and serving on the Board of Directors for the past decade. With her background in programming, cable operations, and data analytics, Dolan has a comprehensive understanding of the company's potential. Her appointment signals a commitment to leveraging technology, optimizing audience growth, and delivering value to advertising and distribution partners. With Dolan at the helm, I believe AMCX is well-positioned to navigate the evolving media landscape and capitalize on emerging opportunities.</p> <p>However, despite these promising prospects and strong leadership, Dolan faces a challenging outlook for AMCX with a projected decline in revenue of -6.40% and a decrease in earnings per share of -24.01% for the fiscal year ending in December 2023.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/7/48157999-16887470333171282.png\"/></span><figcaption><p><span>Data by Seeking Alpha</span></p></figcaption></figure></p> <p>Despite these numbers, AMCX's track record of producing high-quality and engaging content remains a significant strength. The company's ability to create breakout series that capture popular culture and critical acclaim, such as \"Mad Men\" and \"Breaking Bad,\" demonstrates its capacity for resonating with audiences. Leveraging this core competency, AMCX can continue to attract viewers and cultivate a loyal fan base.</p> <p>Moreover, AMCX recognizes the need to embrace technology and data-driven strategies to optimize audience growth, fan engagement, and value for advertising and distribution partners. By staying nimble and adapting to industry dynamics, the company can effectively navigate the evolving multi-platform consumption landscape and capitalize on emerging opportunities.</p> <p>The transition from a wholesale to a retail mindset underscores AMCX's commitment to prioritizing viewers and subscribers. This strategic shift involves reevaluating content monetization pathways, reducing costs, streamlining operations, and maintaining a strong financial position. By driving free cash flow and enhancing operational efficiency, AMCX can better serve its customers and generate sustainable long-term growth.</p> <p>However, there are some risks associated in investing in AMCX. The company operates in a rapidly changing landscape of consumer viewing habits, technology, and business models. The company faces challenges due to increased competition, emerging technologies, and the rise of alternative distribution platforms. Consumer preferences have shifted towards subscription-based and ad-supported streaming services, impacting traditional revenue streams. The transition to digital consumption has introduced time-shifting and advertising-skipping technologies, further disrupting the advertising-driven model.</p> <p>Amidst these challenges, there are promising opportunities that offer a glimmer of hope. The forthcoming shift to streaming bundles presents a promising avenue for AMCX. The company's established distribution relationships and broad distribution footprint across various platforms provide a competitive advantage in the evolving marketplace. As consumers seek integrated and simplified experiences, AMCX's high-quality content and distinct brands position it favorably to capitalize on the growing demand for streaming services.</p> <p>While the current projections indicate a decline in revenue and earnings, AMCX's focus on content excellence, technological innovation, customer-centricity, and adaptability to changing market dynamics lays a solid foundation for future success. As the company continues to evolve and execute its strategic initiatives, investors should monitor its ability to leverage its strengths and capitalize on emerging opportunities in the dynamic media landscape.</p> <h2>Valuation</h2> <p>We will utilize the discounted cash flow analysis, a valuable method for assessing a company's value, to evaluate the true worth of AMCX. This approach involves determining the present value of AMCX's projected future cash flows in order to derive its intrinsic value.</p> <p>To commence the analysis, we will start with AMCX's previous year's free cash flow of $137.56 million. Considering the challenges associated with predicting the future free cash flows of AMCX, we will apply a conservative initial growth rate of -24.01% for 2023, followed by a more modest growth rate of -1.82% for 2024 and -0.78% for 2025, based on average analyst estimates.</p> <p>Due to the uncertainties and limited visibility surrounding AMCX's future beyond the next three years, we will use a growth rate of 6.88% as a second growth rate. This rate represents the compounded annual growth rate of the company's revenue over the last decade.</p> <p>In order to calculate the terminal value, we will employ a conservative perpetual growth rate of 2.5%. Applying a discount rate of 10%, which accounts for the long-term return rate of the S&amp;P 500 with dividends reinvested, we determine AMCX's intrinsic value to be $36.12.</p> <p>This analysis suggests that AMCX may currently be significantly undervalued, potentially offering investors a potential gain of 176.78% compared to the company's current market price which implies a potential investment opportunity for those seeking long-term value appreciation.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/7/48157999-1688744939553798.png\"/></span><figcaption><p><span>Author's work</span></p></figcaption></figure></p> <h2>Final Thoughts</h2> <p>AMCX operates various national programming networks and subscription streaming services, producing high-quality content and engaging original programming. However, the company has faced challenges with stagnant or declining revenue growth, inconsistent profitability, and a high debt-to-equity ratio.</p> <div></div> <p>Despite these concerns, AMCX has potential for growth by leveraging its content excellence, technology focus, and broad distribution footprint. The company's transition to a retail mindset, focus on customer-centricity, and adaptation to changing market dynamics are positive indicators. The forthcoming shift to streaming bundles also presents opportunities. However, investors should be cautious about the company's poor financial track record. Based on the current valuation, a hold rating is suggested due to the potential for long-term value appreciation despite the company's challenges.</p></body></html>","source":"seekingalpha","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>AMC Networks: Navigating Challenges With Strategic Focus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nAMC Networks: Navigating Challenges With Strategic Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-08 06:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4615814-amc-networks-navigating-challenges-with-strategic-focus><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Frazer Harrison/Getty Images Entertainment Intro AMC Networks Inc. (NASDAQ:AMCX) is an entertainment company operating in the United States and internationally. It owns and operates various national ...</p>\n\n<a href=\"https://seekingalpha.com/article/4615814-amc-networks-navigating-challenges-with-strategic-focus\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/456565142/image_456565142.jpg","relate_stocks":{"BK4547":"WSB热门概念","BK4125":"广播","BK4108":"电影和娱乐","AMCX":"AMC网络公司","AMC":"AMC院线"},"source_url":"https://seekingalpha.com/article/4615814-amc-networks-navigating-challenges-with-strategic-focus","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2349991983","content_text":"Frazer Harrison/Getty Images Entertainment Intro AMC Networks Inc. (NASDAQ:AMCX) is an entertainment company operating in the United States and internationally. It owns and operates various national programming networks such as AMC, WE tv, BBC AMERICA, IFC, and SundanceTV. The company offers subscription streaming services, including Acorn TV, Shudder, Sundance Now, ALLBLK, and HIDIVE, and engages in film distribution under the IFC Films name. Additionally, AMCX produces and licenses original programming for its networks and operates a portfolio of channels under the AMCNI name internationally. This article aims to comprehensively evaluate AMCX's financial performance and growth prospects. We will examine the company's revenue and profitability trends, its capacity to generate free cash flow, and the overall financial strength demonstrated in its balance sheet. Furthermore, we will utilize a discounted cash flow analysis to estimate the intrinsic value of AMCX, offering valuable insights for investors who are considering AMCX as a potential investment opportunity in the present market. Track Record AMCX has established itself as a prominent player in the entertainment industry, known for its compelling content and innovative programming. Let's see if this success translates to financial performance. While AMCX experienced notable revenue growth over the past decade, more recent years have presented challenges resulting in stalled revenue growth. In 2018 and 2019, the company generated revenue of $2.97 billion and $3.06 billion, respectively, showcasing a relatively flat performance. In 2020, AMCX's revenue further declined to $2.81 billion. The company's revenue has since only grown to $3.09 billion in 2022. These recent years of stagnant or declining revenue growth indicate the impact of industry-wide disruptions and evolving viewer preferences.   Data by Stock Analysis  While AMCX's revenue growth has been inconsistent, its free cash flow has also experienced fluctuations. The fluctuations in AMCX's free cash flow pose challenges to the company's financial stability and long-term growth prospects. The inconsistent performance raises concerns about the company's ability to effectively manage its cash resources, invest in future growth, and respond to industry changes. Addressing these challenges and improving cash flow generation are crucial for AMCX to enhance its financial stability, mitigate reliance on debt financing, and unlock its full growth potential in the competitive entertainment landscape.   Data by Stock Analysis  AMCX maintains a mixed balance sheet, evident from its current ratio of 1.74. The current ratio measures a company's ability to meet short-term obligations using its current assets. AMCX's ratio above 1 indicates that it possesses sufficient current assets to cover its near-term liabilities, providing stability and liquidity. However, AMC Networks' high D/E ratio of 2.43 presents a substantial challenge to the company's financial stability and long-term growth prospects. The burden of significant debt hampers AMCX's strategic flexibility, reduces its margin for error, and increases its vulnerability to economic uncertainties. Addressing the debt burden should be a priority for the company to improve its financial position, enhance profitability, and regain investor confidence. AMCX's profitability has been inconsistent, as indicated by its ROE performance. While the company achieved impressive ROE figures in certain years, it also experienced negative ROE in multiple years. This inconsistency reflects challenges in generating sustainable profits and raises concerns about operational efficiency, cost management, and competitiveness. AMCX's average 10-year ROE of 117.84% is notable, but the sporadic nature of its profitability undermines investor confidence and limits the company's capacity to reward shareholders.   Data by Stock Analysis  AMCX's disappointing total return of -80% over the past five years falls significantly short of the 72% return generated by the S&P 500. This underperformance highlights challenges faced by the company, such as increased competition, changing consumer behavior, and market dynamics. Investors should carefully evaluate AMCX's ability to navigate these challenges and generate improved returns in the future. Data by Seeking Alpha Forecast AMC Networks, is under the leadership of its new CEO Kristin Dolan. Dolan brings a wealth of industry experience, having started her career at the company and serving on the Board of Directors for the past decade. With her background in programming, cable operations, and data analytics, Dolan has a comprehensive understanding of the company's potential. Her appointment signals a commitment to leveraging technology, optimizing audience growth, and delivering value to advertising and distribution partners. With Dolan at the helm, I believe AMCX is well-positioned to navigate the evolving media landscape and capitalize on emerging opportunities. However, despite these promising prospects and strong leadership, Dolan faces a challenging outlook for AMCX with a projected decline in revenue of -6.40% and a decrease in earnings per share of -24.01% for the fiscal year ending in December 2023. Data by Seeking Alpha Despite these numbers, AMCX's track record of producing high-quality and engaging content remains a significant strength. The company's ability to create breakout series that capture popular culture and critical acclaim, such as \"Mad Men\" and \"Breaking Bad,\" demonstrates its capacity for resonating with audiences. Leveraging this core competency, AMCX can continue to attract viewers and cultivate a loyal fan base. Moreover, AMCX recognizes the need to embrace technology and data-driven strategies to optimize audience growth, fan engagement, and value for advertising and distribution partners. By staying nimble and adapting to industry dynamics, the company can effectively navigate the evolving multi-platform consumption landscape and capitalize on emerging opportunities. The transition from a wholesale to a retail mindset underscores AMCX's commitment to prioritizing viewers and subscribers. This strategic shift involves reevaluating content monetization pathways, reducing costs, streamlining operations, and maintaining a strong financial position. By driving free cash flow and enhancing operational efficiency, AMCX can better serve its customers and generate sustainable long-term growth. However, there are some risks associated in investing in AMCX. The company operates in a rapidly changing landscape of consumer viewing habits, technology, and business models. The company faces challenges due to increased competition, emerging technologies, and the rise of alternative distribution platforms. Consumer preferences have shifted towards subscription-based and ad-supported streaming services, impacting traditional revenue streams. The transition to digital consumption has introduced time-shifting and advertising-skipping technologies, further disrupting the advertising-driven model. Amidst these challenges, there are promising opportunities that offer a glimmer of hope. The forthcoming shift to streaming bundles presents a promising avenue for AMCX. The company's established distribution relationships and broad distribution footprint across various platforms provide a competitive advantage in the evolving marketplace. As consumers seek integrated and simplified experiences, AMCX's high-quality content and distinct brands position it favorably to capitalize on the growing demand for streaming services. While the current projections indicate a decline in revenue and earnings, AMCX's focus on content excellence, technological innovation, customer-centricity, and adaptability to changing market dynamics lays a solid foundation for future success. As the company continues to evolve and execute its strategic initiatives, investors should monitor its ability to leverage its strengths and capitalize on emerging opportunities in the dynamic media landscape. Valuation We will utilize the discounted cash flow analysis, a valuable method for assessing a company's value, to evaluate the true worth of AMCX. This approach involves determining the present value of AMCX's projected future cash flows in order to derive its intrinsic value. To commence the analysis, we will start with AMCX's previous year's free cash flow of $137.56 million. Considering the challenges associated with predicting the future free cash flows of AMCX, we will apply a conservative initial growth rate of -24.01% for 2023, followed by a more modest growth rate of -1.82% for 2024 and -0.78% for 2025, based on average analyst estimates. Due to the uncertainties and limited visibility surrounding AMCX's future beyond the next three years, we will use a growth rate of 6.88% as a second growth rate. This rate represents the compounded annual growth rate of the company's revenue over the last decade. In order to calculate the terminal value, we will employ a conservative perpetual growth rate of 2.5%. Applying a discount rate of 10%, which accounts for the long-term return rate of the S&P 500 with dividends reinvested, we determine AMCX's intrinsic value to be $36.12. This analysis suggests that AMCX may currently be significantly undervalued, potentially offering investors a potential gain of 176.78% compared to the company's current market price which implies a potential investment opportunity for those seeking long-term value appreciation. Author's work Final Thoughts AMCX operates various national programming networks and subscription streaming services, producing high-quality content and engaging original programming. However, the company has faced challenges with stagnant or declining revenue growth, inconsistent profitability, and a high debt-to-equity ratio.  Despite these concerns, AMCX has potential for growth by leveraging its content excellence, technology focus, and broad distribution footprint. The company's transition to a retail mindset, focus on customer-centricity, and adaptation to changing market dynamics are positive indicators. The forthcoming shift to streaming bundles also presents opportunities. However, investors should be cautious about the company's poor financial track record. Based on the current valuation, a hold rating is suggested due to the potential for long-term value appreciation despite the company's challenges.","news_type":1},"isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193961924174104,"gmtCreate":1688392868368,"gmtModify":1688392869282,"author":{"id":"3472508819662137","authorId":"3472508819662137","name":"幸福张小凡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472508819662137","idStr":"3472508819662137"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YANG\">$三倍做空富时中国ETF-Direxion(YANG)$ &nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/YANG\">$三倍做空富时中国ETF-Direxion(YANG)$ &nbsp;</a>","text":"$三倍做空富时中国ETF-Direxion(YANG)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193961924174104","isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191387024392320,"gmtCreate":1687743703590,"gmtModify":1687755427653,"author":{"id":"3472508819662137","authorId":"3472508819662137","name":"幸福张小凡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472508819662137","idStr":"3472508819662137"},"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/191387024392320","repostId":"1120057801","repostType":2,"repost":{"id":"1120057801","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":1687742979,"share":"https://www.laohu8.com/m/news/1120057801?lang=&edition=full","pubTime":"2023-06-26 09:29","market":"hk","language":"zh","title":"港股开盘 | 恒指低开0.23%录得5连跌，科技股继续走低","url":"https://stock-news.laohu8.com/highlight/detail?id=1120057801","media":"老虎资讯综合","summary":"6月26日讯，上周五港股大跌，恒指跌破万九关口。今日港股再度低开，恒指跌0.23%，国指跌0.15%，恒生科技指数跌0.39%，三者均录得5连跌。·盘面上，大型科技股普遍走低，$京东09618)$跌近3%，$阿里巴巴(09988)$跌超1%，$腾讯(00700)$、$百度(09888)$、美团均有跌幅；光伏股、燃气股、互联网医疗股跌幅居前，内险股多数继续走低，软件股$金山云(KC)$大跌超7%表现较弱。另一方面，生物科技股走高，$华润医疗(01515)$、腾盛博药领衔上涨，内银股、风电股普遍上涨，$重庆银行(601963)$涨超5%。","content":"<html><head></head><body><p>6月26日讯，上周五港股大跌，恒指跌破万九关口。今日港股再度低开，恒指跌0.23%，国指跌0.15%，恒生科技指数跌0.39%，三者均录得5连跌。·</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0207a8db23ad38b34904f40f08dde675\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>盘面上，大型科技股普遍走低，$京东09618)$跌近3%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>跌超1%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/09888\">百度</a>、美团均有跌幅；光伏股、燃气股、互联网医疗股跌幅居前，内险股多数继续走低，软件股<a href=\"https://laohu8.com/S/KC\">金山云</a>大跌超7%表现较弱。另一方面，生物科技股走高，<a href=\"https://laohu8.com/S/01515\">华润医疗</a>、腾盛博药领衔上涨，内银股、风电股普遍上涨，<a href=\"https://laohu8.com/S/601963\">重庆银行</a>涨超5%。</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>港股开盘 | 恒指低开0.23%录得5连跌，科技股继续走低</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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}\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港股开盘 | 恒指低开0.23%录得5连跌，科技股继续走低\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\">2023-06-26 09:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月26日讯，上周五港股大跌，恒指跌破万九关口。今日港股再度低开，恒指跌0.23%，国指跌0.15%，恒生科技指数跌0.39%，三者均录得5连跌。·</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0207a8db23ad38b34904f40f08dde675\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>盘面上，大型科技股普遍走低，$京东09618)$跌近3%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>跌超1%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/09888\">百度</a>、美团均有跌幅；光伏股、燃气股、互联网医疗股跌幅居前，内险股多数继续走低，软件股<a href=\"https://laohu8.com/S/KC\">金山云</a>大跌超7%表现较弱。另一方面，生物科技股走高，<a href=\"https://laohu8.com/S/01515\">华润医疗</a>、腾盛博药领衔上涨，内银股、风电股普遍上涨，<a href=\"https://laohu8.com/S/601963\">重庆银行</a>涨超5%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"513600":"恒生指数ETF","TTTN":"老虎中美互联网巨头ETF","03086":"华夏纳指","HSI":"恒生指数","02833":"恒指ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120057801","content_text":"6月26日讯，上周五港股大跌，恒指跌破万九关口。今日港股再度低开，恒指跌0.23%，国指跌0.15%，恒生科技指数跌0.39%，三者均录得5连跌。·盘面上，大型科技股普遍走低，$京东09618)$跌近3%，阿里巴巴跌超1%，腾讯、百度、美团均有跌幅；光伏股、燃气股、互联网医疗股跌幅居前，内险股多数继续走低，软件股金山云大跌超7%表现较弱。另一方面，生物科技股走高，华润医疗、腾盛博药领衔上涨，内银股、风电股普遍上涨，重庆银行涨超5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651055715,"gmtCreate":1681370626537,"gmtModify":1681370628113,"author":{"id":"3472508819662137","authorId":"3472508819662137","name":"幸福张小凡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472508819662137","idStr":"3472508819662137"},"themes":[],"htmlText":"融创走到今天，罪魁祸首，就是商羽","listText":"融创走到今天，罪魁祸首，就是商羽","text":"融创走到今天，罪魁祸首，就是商羽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651055715","repostId":"2327904670","repostType":2,"repost":{"id":"2327904670","pubTimestamp":1681363363,"share":"https://www.laohu8.com/m/news/2327904670?lang=&edition=full","pubTime":"2023-04-13 13:22","market":"hk","language":"zh","title":"融创也有高管失联了","url":"https://stock-news.laohu8.com/highlight/detail?id=2327904670","media":"市场资讯","summary":"　　今天早晨，停牌一年的融创复牌了，至此，融创迈出了恢复正常经营最重要的一步。　　从拿到复牌指引到完成复牌，融创只用了9个月的时间。　　去年年底，融创境内债重组通过。一旦境外方案也通过，融创就会有三年无刚性本金还款的喘息期。　　境外债方案取得突破后，融创也把拖欠的两份财报都发了出来，充分计提了两年，净资产居然仍有近900亿。　　融创集团执行总裁商羽失联了。","content":"<html><body><div>\n<p>　　来源：壹地产</p>\n<div><img src=\"http://n.sinaimg.cn/default/crawl/56/w550h306/20230413/d97c-7b4727455fde3b0119a819c14d96cc78.jpg\"/><span></span></div>\n<p>　　今天早晨，停牌一年的融创复牌了，至此，融创迈出了恢复正常经营最重要的一步。</p>\n<p>　　从拿到复牌指引到完成复牌，融创只用了9个月的时间。这九个月，他们过得很艰难，既要努力维持经营、保交楼，又要和债权人博弈，完成债务重组。</p>\n<p>　　去年年底，融创境内债重组通过。今年三月底，他们又搞定了境外债权人小组，这意味着他们大概率能通过境外重组方案。一旦境外方案也通过，融创就会有三年无刚性本金还款的喘息期。</p>\n<p>　　为了方案通过，融创拿出了很大的诚意。可转债、强制可转债、转<span><a href=\"https://laohu8.com/S/01516\">融创服务</a></span><span></span>股份、新票据四种产品，债权人无论选择哪种，都有机会足额偿付。一部分代价是，老孙的股权最多会被稀释30%。</p>\n<p>　　境外债方案取得突破后，融创也把拖欠的两份财报都发了出来，充分计提了两年，净资产居然仍有近900亿。</p>\n<p>　　这份家底代表着，融创和恒大的不一样，他们有恢复经营的底气。</p>\n<p>　　不过在这个绝对值得庆祝的时刻，融创内部气氛却因一条消息蒙上了一丝阴影：</p>\n<p>　　<font cms-style=\"strong-Bold\">融创集团执行总裁商羽失联了。</font></p>\n<p>　　商羽是天津人，2001年大学一毕业就进入顺驰公司，从一线销售做起，两年时间就成为全集团最年轻的项目副总。后来老孙遭遇滑铁卢，已经调任重庆的商羽也没离开，他负责的项目为融创连拿四年重庆单盘销冠<font>。</font></p>\n<p>　　2015年，已是融创执行董事兼重庆公司总经理的商羽，担任新<font>成立的西南区域总裁。</font><font>这年，商羽才36岁，他是融创最年轻的区域总，也是江湖一度传言的孙宏斌接班人。</font></p>\n<p>　　五年后的2020年，融创最年轻的西南区域，卖掉了一千多亿的房子，超越迟讯掌管的华北区域，成为融创集团第二大区域。商羽一推眼镜，为2021年定下了更加雄心勃勃的目标：</p>\n<p>　　<font cms-style=\"strong-Bold\">3000亿。</font></p>\n<p>　　当时，中国只有8家房企销售额超过了3000亿。</p>\n<p>　　2021年的西南区域，子姨之前写过很多次了。首批次供地抢地王、百亿收购彰泰、滇池拆违、加码文旅……如果没有这几件事，融创可能都没必要停牌。</p>\n<p>　　2022年初，西南区域被拆分，商羽调任集团分管投资，但融创此时几乎已经没有什么要投的了。商羽之后的主要工作是：</p>\n<p>　　<font cms-style=\"strong-Bold\">打打高尔夫，卖卖邓鸿的酒。</font></p>\n<p>　　商羽是在上上周失联的。在此之前，原融创西南区域营销中心总经理和副总经理也先后失联。</p>\n<p>　　有传言说他们事发于销售大单。其实就是行业熟知的包销。</p>\n<p>　　融创西南通常会在年中或年底等节点，把大量房子整体低价出售给包销公司，比如价值一个亿的房子，只卖给对方8000万，西南公司借此提前完成销售业绩。</p>\n<p>　　包销业务一直行走于灰色地带。融创西南的包销大单，早期只需要20%的首付。比如总货值一个亿，包销只需要拿出2000万首付，就能拿到20%左右折扣，20%的折扣都是利润。</p>\n<p>　　融创西南的朋友说，包销某种程度上是为了纸面业绩，将利润输送了出去。有时候越好卖的项目，年底的包销越狠。比如之前海南的一个项目，明明客户抢房子都抢不到，还是拿出100套包销出去。</p>\n<p>　　但高杠杆、高收益，也意味着巨大的风险。融创西双版纳曾有项目签了十几家包销公司，进了几个亿的包销款，后来市场剧烈下行，很多包销公司被拖死。</p>\n<p>　　也是前段时间，融创原云南置地公司总经理吕锋辞职了。</p>\n<p>　　吕锋也是天津人，是商羽的左膀右臂，他从天津到重庆再到云南，一路跟随着商羽的脚步升迁，个性张扬。多年前，他就曾一度离开融创，之后又再次入职。在饭局上，他曾用天津话说：</p>\n<p>　　<font cms-style=\"strong-Bold\">为嘛咱在融创混得好，都肆因为咱们梭天津话。</font></p>\n<p>　　上个月，梭天津话的他再度去职。</p>\n<p>　　商羽不是近来第一个失联的地产总裁。在此之前，<a href=\"https://laohu8.com/S/600340\">华夏幸福</a>总裁孟惊、新城联席总裁曲德君也先后失联。</p>\n<div>\n<span>炒股开户享福利，送投顾服务60天体验权，一对一指导服务！</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"highlight_sina","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>融创也有高管失联了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ 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#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融创也有高管失联了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-13 13:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hkstock/ggscyd/2023-04-13/doc-imyqffyk6886963.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：壹地产\n\n　　今天早晨，停牌一年的融创复牌了，至此，融创迈出了恢复正常经营最重要的一步。\n　　从拿到复牌指引到完成复牌，融创只用了9个月的时间。这九个月，他们过得很艰难，既要努力维持经营、保交楼，又要和债权人博弈，完成债务重组。\n　　去年年底，融创境内债重组通过。今年三月底，他们又搞定了境外债权人小组，这意味着他们大概率能通过境外重组方案。一旦境外方案也通过，融创就会有三年无刚性本金还款的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2023-04-13/doc-imyqffyk6886963.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1521":"挪威政府全球养老基金持仓","BK1240":"房地产开发","01918":"融创中国","BK1555":"内房股"},"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2023-04-13/doc-imyqffyk6886963.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2327904670","content_text":"来源：壹地产\n\n　　今天早晨，停牌一年的融创复牌了，至此，融创迈出了恢复正常经营最重要的一步。\n　　从拿到复牌指引到完成复牌，融创只用了9个月的时间。这九个月，他们过得很艰难，既要努力维持经营、保交楼，又要和债权人博弈，完成债务重组。\n　　去年年底，融创境内债重组通过。今年三月底，他们又搞定了境外债权人小组，这意味着他们大概率能通过境外重组方案。一旦境外方案也通过，融创就会有三年无刚性本金还款的喘息期。\n　　为了方案通过，融创拿出了很大的诚意。可转债、强制可转债、转融创服务股份、新票据四种产品，债权人无论选择哪种，都有机会足额偿付。一部分代价是，老孙的股权最多会被稀释30%。\n　　境外债方案取得突破后，融创也把拖欠的两份财报都发了出来，充分计提了两年，净资产居然仍有近900亿。\n　　这份家底代表着，融创和恒大的不一样，他们有恢复经营的底气。\n　　不过在这个绝对值得庆祝的时刻，融创内部气氛却因一条消息蒙上了一丝阴影：\n　　融创集团执行总裁商羽失联了。\n　　商羽是天津人，2001年大学一毕业就进入顺驰公司，从一线销售做起，两年时间就成为全集团最年轻的项目副总。后来老孙遭遇滑铁卢，已经调任重庆的商羽也没离开，他负责的项目为融创连拿四年重庆单盘销冠。\n　　2015年，已是融创执行董事兼重庆公司总经理的商羽，担任新成立的西南区域总裁。这年，商羽才36岁，他是融创最年轻的区域总，也是江湖一度传言的孙宏斌接班人。\n　　五年后的2020年，融创最年轻的西南区域，卖掉了一千多亿的房子，超越迟讯掌管的华北区域，成为融创集团第二大区域。商羽一推眼镜，为2021年定下了更加雄心勃勃的目标：\n　　3000亿。\n　　当时，中国只有8家房企销售额超过了3000亿。\n　　2021年的西南区域，子姨之前写过很多次了。首批次供地抢地王、百亿收购彰泰、滇池拆违、加码文旅……如果没有这几件事，融创可能都没必要停牌。\n　　2022年初，西南区域被拆分，商羽调任集团分管投资，但融创此时几乎已经没有什么要投的了。商羽之后的主要工作是：\n　　打打高尔夫，卖卖邓鸿的酒。\n　　商羽是在上上周失联的。在此之前，原融创西南区域营销中心总经理和副总经理也先后失联。\n　　有传言说他们事发于销售大单。其实就是行业熟知的包销。\n　　融创西南通常会在年中或年底等节点，把大量房子整体低价出售给包销公司，比如价值一个亿的房子，只卖给对方8000万，西南公司借此提前完成销售业绩。\n　　包销业务一直行走于灰色地带。融创西南的包销大单，早期只需要20%的首付。比如总货值一个亿，包销只需要拿出2000万首付，就能拿到20%左右折扣，20%的折扣都是利润。\n　　融创西南的朋友说，包销某种程度上是为了纸面业绩，将利润输送了出去。有时候越好卖的项目，年底的包销越狠。比如之前海南的一个项目，明明客户抢房子都抢不到，还是拿出100套包销出去。\n　　但高杠杆、高收益，也意味着巨大的风险。融创西双版纳曾有项目签了十几家包销公司，进了几个亿的包销款，后来市场剧烈下行，很多包销公司被拖死。\n　　也是前段时间，融创原云南置地公司总经理吕锋辞职了。\n　　吕锋也是天津人，是商羽的左膀右臂，他从天津到重庆再到云南，一路跟随着商羽的脚步升迁，个性张扬。多年前，他就曾一度离开融创，之后又再次入职。在饭局上，他曾用天津话说：\n　　为嘛咱在融创混得好，都肆因为咱们梭天津话。\n　　上个月，梭天津话的他再度去职。\n　　商羽不是近来第一个失联的地产总裁。在此之前，华夏幸福总裁孟惊、新城联席总裁曲德君也先后失联。\n\n炒股开户享福利，送投顾服务60天体验权，一对一指导服务！\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330857041,"gmtCreate":1608584042483,"gmtModify":1703735591458,"author":{"id":"3472508819662137","authorId":"3472508819662137","name":"幸福张小凡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472508819662137","idStr":"3472508819662137"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a>雷军老师，买小米你玩了我两年三个月，买一起教育又少赚了50个点，玩死人不偿命啊","listText":"<a href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a>雷军老师，买小米你玩了我两年三个月，买一起教育又少赚了50个点，玩死人不偿命啊","text":"$一起教育科技(YQ)$雷军老师，买小米你玩了我两年三个月，买一起教育又少赚了50个点，玩死人不偿命啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/330857041","isVote":1,"tweetType":1,"viewCount":3251,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555588886356241","authorId":"3555588886356241","name":"Sniper_y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3555588886356241","idStr":"3555588886356241"},"content":"要有耐心，看3-5年","text":"要有耐心，看3-5年","html":"要有耐心，看3-5年"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397046422,"gmtCreate":1608135767266,"gmtModify":1703851409024,"author":{"id":"3472508819662137","authorId":"3472508819662137","name":"幸福张小凡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472508819662137","idStr":"3472508819662137"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WB\">$微博(WB)$</a>&nbsp;凭什么一个垄断平台，并有稳定盈利的巨头企业，还不如一个卖盲盒的？还有可能涨回18年的高点吗？再就是为啥twitter以前市值和微博差不多，现在市值却碾压微博？","listText":"<a href=\"https://laohu8.com/S/WB\">$微博(WB)$</a>&nbsp;凭什么一个垄断平台，并有稳定盈利的巨头企业，还不如一个卖盲盒的？还有可能涨回18年的高点吗？再就是为啥twitter以前市值和微博差不多，现在市值却碾压微博？","text":"$微博(WB)$ 凭什么一个垄断平台，并有稳定盈利的巨头企业，还不如一个卖盲盒的？还有可能涨回18年的高点吗？再就是为啥twitter以前市值和微博差不多，现在市值却碾压微博？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/397046422","isVote":1,"tweetType":1,"viewCount":5500,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"43898359627567","authorId":"43898359627567","name":"Malison","avatar":"https://static.tigerbbs.com/ed4752e07c0662570d740a149accea3f","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"43898359627567","idStr":"43898359627567"},"content":"如果还有浮盈的话劝早点获利换股吧，我不知道它以后会涨会跌，但要正视的是，微博作为流量平台作为信息分发作为社交圈，都已经走到了末路，而这是它自己一手造成的，短视的看重数据而用户体验被无视，大量僵尸控评号刷流量，有意义的声音越来越少，吃瓜撕比假明星热闹非凡，不管它以前怎样它现在就是个垃圾，你都不用去深究财报去调研，你就看看身边男男女女还有几个刷微博的，就算中概也有很多好股票呀，干嘛盯着个垃圾耿耿于怀","text":"如果还有浮盈的话劝早点获利换股吧，我不知道它以后会涨会跌，但要正视的是，微博作为流量平台作为信息分发作为社交圈，都已经走到了末路，而这是它自己一手造成的，短视的看重数据而用户体验被无视，大量僵尸控评号刷流量，有意义的声音越来越少，吃瓜撕比假明星热闹非凡，不管它以前怎样它现在就是个垃圾，你都不用去深究财报去调研，你就看看身边男男女女还有几个刷微博的，就算中概也有很多好股票呀，干嘛盯着个垃圾耿耿于怀","html":"如果还有浮盈的话劝早点获利换股吧，我不知道它以后会涨会跌，但要正视的是，微博作为流量平台作为信息分发作为社交圈，都已经走到了末路，而这是它自己一手造成的，短视的看重数据而用户体验被无视，大量僵尸控评号刷流量，有意义的声音越来越少，吃瓜撕比假明星热闹非凡，不管它以前怎样它现在就是个垃圾，你都不用去深究财报去调研，你就看看身边男男女女还有几个刷微博的，就算中概也有很多好股票呀，干嘛盯着个垃圾耿耿于怀"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300342400,"gmtCreate":1602054668200,"gmtModify":1703825708742,"author":{"id":"3472508819662137","authorId":"3472508819662137","name":"幸福张小凡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472508819662137","idStr":"3472508819662137"},"themes":[],"htmlText":"不管是空调还是卫生巾，华为都将是最后的胜利者","listText":"不管是空调还是卫生巾，华为都将是最后的胜利者","text":"不管是空调还是卫生巾，华为都将是最后的胜利者","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300342400","repostId":"2073892687","repostType":2,"repost":{"id":"2073892687","pubTimestamp":1602049622,"share":"https://www.laohu8.com/m/news/2073892687?lang=&edition=full","pubTime":"2020-10-07 13:47","market":"hk","language":"zh","title":"董明珠轻敌了，刚解决完奥克斯，突然又跳出来一个小米","url":"https://stock-news.laohu8.com/highlight/detail?id=2073892687","media":"指逢阳光","summary":"格力与奥克斯之战一直备受关注，最终的赢家无疑是格力，但还没等格力松一口气，又一个更大的竞争对手出现了，就是小米。近来小米一批空调开始降价，这让本就在空调市场敌手遍布的格力更加头疼，毕竟小米不论是产品品质还价格方面都十分具有优势。早在2019年小米就率先在线上空调市场创出了好成绩，美的、奥克斯等也纷纷效仿，甚至美的在2019年超越了格力占有空调市场最大份额。","content":"<p>格力与奥克斯之战一直备受关注，最终的赢家无疑是格力，但还没等格力松一口气，又一个更大的竞争对手出现了，就是小米。一直以来小米在家电领域总是后来居上，曾经的彩电就是例子，小米进入电视机市场仅用了两年多的时间就一跃成为电视企业第一名。近来小米一批空调开始降价，这让本就在空调市场敌手遍布的格力更加头疼，毕竟小米不论是产品品质还价格方面都十分具有优势。虽然表面上看起来今年格力空调屡创新高，但是事实上格力的实际业绩仍然在不断下滑。早在2019年小米就率先在线上空调市场创出了好成绩，美的、奥克斯等也纷纷效仿，甚至美的在2019年超越了格力占有空调市场最大份额。</p><p><img src=\"http://k.sinaimg.cn/n/spider2020107/700/w448h252/20201007/043f-kaaxtfn5127672.jpg/w720fin.jpg\" tg-width=\"448\" tg-height=\"252\"></p><p>从数据来看，格力上半年营收695.0亿，下降28.57%；利润63.6亿，下降53.73%。目前格力主要还是靠空调业务，盈利单一，抗风险能力还是比较弱的。今天董明珠在接受采访时，回应格力半年报业绩下滑，表示在财报上做手脚是很简单，但完全没必要，公众要了解的是一个真实情况。这番话确实符合董小姐的人设，但董明珠恐怕想不到，“五年赌约”之后第二年，格力会和小米有如此大的差距。</p><p><img src=\"http://k.sinaimg.cn/n/spider2020107/460/w640h620/20201007/af71-kaaxtfn5127673.jpg/w720fin.jpg\" tg-width=\"640\" tg-height=\"620\"></p><p>在日前公布的世界500强名单可以看到，在2019年小米实现了对格力的反超，小米排在第422名，格力为436名，小米的后劲十足，格力还是输在了时间上。小米在手机方面市场份额稳居全球第四名，在高端市场上也逐渐成型。并且AIoT业务则持续保持领先，领跑<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>生活产业。而格力业务相对单一，在核心业务上还被小米追着打，关键在于小米智能化，价格还便宜。</p><p><img src=\"http://k.sinaimg.cn/n/spider2020107/745/w925h620/20201007/f516-kaaxtfn5127704.jpg/w720fin.jpg\" tg-width=\"720\" tg-height=\"483\"></p><p>话说尽管今年格力凭借直播带动了格力的大批销量，但是实际上格力还是来晚了，如此大的直播成交额也拉不住业绩的下滑。相反像小米这样敢于在各方面创新，迎合年轻人的企业越来越受欢迎了。所以格力是否能够保住自己的地位，就看其之后的表现了，商场如战场，如果慢上一步，就可能被落千里之外，你说对吗？</p>","source":"lsy1601451044600","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>董明珠轻敌了，刚解决完奥克斯，突然又跳出来一个小米</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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董明珠轻敌了，刚解决完奥克斯，突然又跳出来一个小米\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-07 13:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-10-07/doc-iivhuipp8360317.shtml><strong>指逢阳光</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格力与奥克斯之战一直备受关注，最终的赢家无疑是格力，但还没等格力松一口气，又一个更大的竞争对手出现了，就是小米。一直以来小米在家电领域总是后来居上，曾经的彩电就是例子，小米进入电视机市场仅用了两年多的时间就一跃成为电视企业第一名。近来小米一批空调开始降价，这让本就在空调市场敌手遍布的格力更加头疼，毕竟小米不论是产品品质还价格方面都十分具有优势。虽然表面上看起来今年格力空调屡创新高，但是事实上格力的...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-10-07/doc-iivhuipp8360317.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://k.sinaimg.cn/n/spider2020107/700/w448h252/20201007/043f-kaaxtfn5127672.jpg/w720fin.jpg","relate_stocks":{"000651":"格力电器","01810":"小米集团-W"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-10-07/doc-iivhuipp8360317.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2073892687","content_text":"格力与奥克斯之战一直备受关注，最终的赢家无疑是格力，但还没等格力松一口气，又一个更大的竞争对手出现了，就是小米。一直以来小米在家电领域总是后来居上，曾经的彩电就是例子，小米进入电视机市场仅用了两年多的时间就一跃成为电视企业第一名。近来小米一批空调开始降价，这让本就在空调市场敌手遍布的格力更加头疼，毕竟小米不论是产品品质还价格方面都十分具有优势。虽然表面上看起来今年格力空调屡创新高，但是事实上格力的实际业绩仍然在不断下滑。早在2019年小米就率先在线上空调市场创出了好成绩，美的、奥克斯等也纷纷效仿，甚至美的在2019年超越了格力占有空调市场最大份额。从数据来看，格力上半年营收695.0亿，下降28.57%；利润63.6亿，下降53.73%。目前格力主要还是靠空调业务，盈利单一，抗风险能力还是比较弱的。今天董明珠在接受采访时，回应格力半年报业绩下滑，表示在财报上做手脚是很简单，但完全没必要，公众要了解的是一个真实情况。这番话确实符合董小姐的人设，但董明珠恐怕想不到，“五年赌约”之后第二年，格力会和小米有如此大的差距。在日前公布的世界500强名单可以看到，在2019年小米实现了对格力的反超，小米排在第422名，格力为436名，小米的后劲十足，格力还是输在了时间上。小米在手机方面市场份额稳居全球第四名，在高端市场上也逐渐成型。并且AIoT业务则持续保持领先，领跑智能生活产业。而格力业务相对单一，在核心业务上还被小米追着打，关键在于小米智能化，价格还便宜。话说尽管今年格力凭借直播带动了格力的大批销量，但是实际上格力还是来晚了，如此大的直播成交额也拉不住业绩的下滑。相反像小米这样敢于在各方面创新，迎合年轻人的企业越来越受欢迎了。所以格力是否能够保住自己的地位，就看其之后的表现了，商场如战场，如果慢上一步，就可能被落千里之外，你说对吗？","news_type":1},"isVote":1,"tweetType":1,"viewCount":1567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971301712,"gmtCreate":1598850528536,"gmtModify":1704220254632,"author":{"id":"3472508819662137","authorId":"3472508819662137","name":"幸福张小凡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472508819662137","idStr":"3472508819662137"},"themes":[],"htmlText":"董大姐，把格力一块钱卖给任正非任总把吧！卖给任总，格力每台空调可以涨价1000！股价会飙升的","listText":"董大姐，把格力一块钱卖给任正非任总把吧！卖给任总，格力每台空调可以涨价1000！股价会飙升的","text":"董大姐，把格力一块钱卖给任正非任总把吧！卖给任总，格力每台空调可以涨价1000！股价会飙升的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/971301712","repostId":"2063410416","repostType":2,"repost":{"id":"2063410416","pubTimestamp":1598846684,"share":"https://www.laohu8.com/m/news/2063410416?lang=&edition=full","pubTime":"2020-08-31 12:04","market":"hk","language":"zh","title":"小米股价创历史新高！雷军身家日增56亿，营收超格力300多亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2063410416","media":"市界","summary":"作者丨市界 冯晨晨编辑丨朗明小米股价再攀新高，营收超格力300多亿元。实际上，这已经是小米股价的第四连涨，其27日涨幅甚至高达11.43%。总体而言，小米上市两年来的股价走势，呈现V字型。受益于小米股价近日来不断上涨，雷军身家迎来大幅提高。反观小米，上半年实现营收1032亿元，同比增长7.9%；经调整净利润56.7亿元，同比下滑0.7%。反观两者营收，小米则拉开格力300多亿元。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20200831120445164d034b4anu1flxux\"/><p>作者丨市界 冯晨晨</p><p>编辑丨朗明</p><p>小米股价再攀新高，营收超格力300多亿元。</p><p>截至8月31日11时左右，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>股价再度大涨5%，报23.6港元/股，盘中一度达到23.9港元/股，总市值5689亿港元。实际上，这已经是小米股价的第四连涨，其27日涨幅甚至高达11.43%。总体而言，小米上市两年来的股价走势，呈现V字型。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200831120445665d034e97dc3ic6h9\"/><p>受益于小米股价近日来不断上涨，雷军身家迎来大幅提高。福布斯全球实时富豪榜显示，雷军身家单日再度增长8.05亿美元，约合56亿人民币，并以合1500亿人民币财富，位列榜单第59位，超<a href=\"https://laohu8.com/S/06862\">海底捞</a>“掌门”张勇14亿人民币。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200831120446357d034rh68ux39lb6\"/><p>值得注意的是，就在8月30日晚间，<a href=\"https://laohu8.com/S/000651\">格力电器</a>发布2020年半年报，其上半年实现营收695亿元，同比下降28.57%；归属于上市公司股东的净利润63.6亿元，同比下降53.73%。反观小米，上半年实现营收1032亿元，同比增长7.9%；经调整净利润56.7亿元，同比下滑0.7%。</p><p>也就是说，由于上半年格力电器净利润的暴跌过半，已经和小米集团-W相差无几。反观两者营收，小米则拉开格力300多亿元。“十年赌约“过后，董明珠发现雷军已经跑到了自己的前方。</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>小米股价创历史新高！雷军身家日增56亿，营收超格力300多亿</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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小米股价创历史新高！雷军身家日增56亿，营收超格力300多亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-31 12:04 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008311204477b2ca87d&s=b><strong>市界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者丨市界 冯晨晨编辑丨朗明小米股价再攀新高，营收超格力300多亿元。截至8月31日11时左右，小米集团-W股价再度大涨5%，报23.6港元/股，盘中一度达到23.9港元/股，总市值5689亿港元。实际上，这已经是小米股价的第四连涨，其27日涨幅甚至高达11.43%。总体而言，小米上市两年来的股价走势，呈现V字型。受益于小米股价近日来不断上涨，雷军身家迎来大幅提高。福布斯全球实时富豪榜显示，雷军...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008311204477b2ca87d&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/e6182bcfc4ac2ffb4c38f48068ce9d1c","relate_stocks":{"KC":"金山云","01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008311204477b2ca87d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2063410416","content_text":"作者丨市界 冯晨晨编辑丨朗明小米股价再攀新高，营收超格力300多亿元。截至8月31日11时左右，小米集团-W股价再度大涨5%，报23.6港元/股，盘中一度达到23.9港元/股，总市值5689亿港元。实际上，这已经是小米股价的第四连涨，其27日涨幅甚至高达11.43%。总体而言，小米上市两年来的股价走势，呈现V字型。受益于小米股价近日来不断上涨，雷军身家迎来大幅提高。福布斯全球实时富豪榜显示，雷军身家单日再度增长8.05亿美元，约合56亿人民币，并以合1500亿人民币财富，位列榜单第59位，超海底捞“掌门”张勇14亿人民币。值得注意的是，就在8月30日晚间，格力电器发布2020年半年报，其上半年实现营收695亿元，同比下降28.57%；归属于上市公司股东的净利润63.6亿元，同比下降53.73%。反观小米，上半年实现营收1032亿元，同比增长7.9%；经调整净利润56.7亿元，同比下滑0.7%。也就是说，由于上半年格力电器净利润的暴跌过半，已经和小米集团-W相差无几。反观两者营收，小米则拉开格力300多亿元。“十年赌约“过后，董明珠发现雷军已经跑到了自己的前方。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":973524752,"gmtCreate":1598573469476,"gmtModify":1704219650260,"author":{"id":"3472508819662137","authorId":"3472508819662137","name":"幸福张小凡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472508819662137","idStr":"3472508819662137"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/973524752","repostId":"2062443986","repostType":2,"isVote":1,"tweetType":1,"viewCount":2074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":973524452,"gmtCreate":1598573454176,"gmtModify":1704219649919,"author":{"id":"3472508819662137","authorId":"3472508819662137","name":"幸福张小凡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472508819662137","idStr":"3472508819662137"},"themes":[],"htmlText":"7427411聚<a href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a>7谷谷谷14111哈118244511887哈生日！","listText":"7427411聚<a href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a>7谷谷谷14111哈118244511887哈生日！","text":"7427411聚@话题虎7谷谷谷14111哈118244511887哈生日！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/973524452","repostId":"2062443986","repostType":2,"repost":{"id":"2062443986","pubTimestamp":1598572652,"share":"https://www.laohu8.com/m/news/2062443986?lang=&edition=full","pubTime":"2020-08-28 07:57","market":"us","language":"zh","title":"谁会成新能源汽车界的华为小米？","url":"https://stock-news.laohu8.com/highlight/detail?id=2062443986","media":"创事记","summary":"8月27日，小鹏汽车在纽交所上市。此次在美IPO，小鹏汽车将募集约15亿美元资金。对比一下，蔚来IPO融资10亿美元，理想汽车IPO融资11亿美元，这三家车企上市的募资规模体量相当。陆玖财经发现一个有趣的现象：时下国内新能源汽车行业的格局，像极了2010年时的手机圈。一个是正处于燃油车向新能源车的过度时期，一个是从功能机到触摸屏智能机的过度时期。","content":"<html><body><p>\n<figure>\n<img src=\"http://n.sinaimg.cn/tech/crawl/116/w550h366/20200828/6476-iyhvyva5254656.jpg\"/>\n<h2></h2>\n</figure>\n</p><p><span></span><span>欢迎关注“创事记”的微信订阅号：sinachuangshiji　</span></p>\n<p>文/六哥</p>\n<p>来源/陆玖财经(ID:liujiucaijing69)</p>\n<p>8月27日，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>在纽交所上市。此次在美IPO，小鹏汽车将募集约15亿美元资金。对比一下，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>IPO融资10亿美元，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>IPO融资11亿美元，这三家车企上市的募资规模体量相当。</p>\n<p>至此，国内造车新势力的蔚来、理想和小鹏悉数在美上市。在资本助力下，这三家车企跨进了一个全新的竞争赛道。</p>\n<p>陆玖财经发现一个有趣的现象：时下国内新能源汽车行业的格局，像极了2010年时的手机圈。如果说<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>好比当年的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司的话，蔚来、理想、小鹏这些造车新势力就如同当时还在蹒跚学步的华为、小米、魅族、酷派等国产手机。一个是正处于燃油车向新能源车的过度时期，一个是从功能机到触摸屏<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>机的过度时期。</p>\n<p>10年过去，有的手机厂商活了下来，也有一些手机厂商已经逐渐被人们淡忘，国内手机市场的格局已经相对稳固。陆玖财经由此预测：若干年后，新能源汽车市场也将三分天下，一分天下属于特斯拉这样的开拓者，一分天下属于蔚来、理想、小鹏这些造车新势力，像德国大众这样的传统车企，会有几家留存下来，三分天下有其一。</p>\n<p><strong>01</strong></p>\n<p><strong>特斯拉=手机行业的苹果？</strong></p>\n<p><strong>造车新势力=国产手机品牌？</strong></p>\n<p>在智能手机出现前，很多人都已经意识到触摸大屏幕、APP应用等会是手机未来的方向，但是没有人知道应该怎么做。这个时候，乔布斯把一部iPhone手机放在人们面前，说：智能手机应该是这样的。自此之后，智能手机的发展都沿袭了乔布斯的思路，所谓的改进无非就是处理器速度更快了、屏幕像素更高了、机身材质更高端了、拍照效果更好了，但智能手机的基本框架并没有变。</p>\n<p>和智能手机一样，很多人都意识到节能、环保、联网、智能的新能源汽车是大势所趋。像通用、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、宝马、大众这样的老牌车企早早就开始了探路。但是，一直到特斯拉 model s 横空出世，人们才恍然大悟：超长续航、科技感满满、外观酷炫，为互联网原住民量身定做的新能源汽车就该是这副模样。</p>\n<p>当年小米创业初期，处处可见效仿苹果的痕迹，雷军在发布会上的装扮都和乔布斯如出一辙，每一代小米手机都和当季的iPhone外型极为相似。不过小米在国内探索出一条互联网模式的路子。小米手机不仅价格有优势，而且MIUI系统更贴合中国人的使用习惯，这使得小米在国产手机阵营中牢牢占据了一席之地。</p>\n<p>有成功者就有失意者，当年魅族是最先效仿苹果的厂商，凭借音质、颜值、简洁的Flyme系统圈了一大波粉丝。2011年魅族M9发布时，也曾引发上千人排队抢购。然而，魅族最终却走上了一条“闭门造车”的路。当魅族手机与其他竞品在价格、配置、产品外观没有一项极为突出时，它的败局也就注定了。</p>\n<p>今天特斯拉在新能源汽车行业的地位，就如同苹果手机在手机行业的地位。</p>\n<p>在FSD芯片、Autopilot全栈软件、大数据积累、车载OS、电池管理BMS系统、整车电子架构等方面，特斯拉的优势非常明显。</p>\n<p>目前，特斯拉拥有自己的经销网络、充电站和电池储能技术。由它开创的新能源汽车商业模式受到了资本市场的广泛认可。2020年8月，特斯拉股价冲上2000美元大关，成为全球市值最高的车企。</p>\n<div sax-type=\"proxy\"></div><p>相比特斯拉，国内的蔚来汽车、理想汽车和小鹏汽车都属于跟随者。特斯拉打造出一个样板，而其他新能源汽车厂商开始照猫画虎。这就好像当年iPhone4采用了两块强化玻璃夹一个不锈钢框架的“三明治结构”，这个方案后来几乎被所有手机制造商所效仿。</p>\n<p>目前，完成在美国上市的国内造车新势力中，蔚来汽车拥有ES6、ES8、蔚来EC6三款SUV车型。理想只推出一款售价32.8万的理想ONE汽车。小鹏汽车拥有两款车型，一款是SUV G3，14.68万售价起，另一款是售价22.99万的跑车P7。</p>\n<p>有行业人士分析认为，国内这三家造车新势力采取了不同的造车思路，蔚来侧重于资金和品牌，理想走的精机路线，而小鹏汽车是平民路线。大家有没有觉得，这跟当年的国产手机何其相像，当年华为手机主要依托自己的通信背景和硬件产业链，小米主攻互联网模式，主推性价比，而魅族则是誓把工匠精神进行到底。</p>\n<p><strong>02</strong></p>\n<p><strong>软硬件一体化能力是评判新能源车企的关键</strong></p>\n<p>特斯拉的成功开启了新能源汽车的时代。如今，已经没有人怀疑新能源汽车代表未来，是势不可挡的潮流。</p>\n<p>但是，从传统的油车时代过度到新能源汽车时代，表面上看只是能源消耗方式的改变，但实际上却需要互联网和人工智能的加持。这也正是传统车企少有成功的原因。传统汽车的互联网改造只不过在车内加了一个屏幕，本身并不具备互联网的精魄。他们改进后的车子就如同一款外观不错的<a href=\"https://laohu8.com/S/NOK\">诺基亚</a>e71，看上去挺漂亮，却不是真正的智能触摸屏。后者随便出来一个HTC G系列就把e71的使用体验甩了几条街。</p>\n<p>区别于传统汽车，新能源汽车的核心竞争力在于软件。汽车硬件产业链已经非常成熟，而软件，尤其是智能联网之后的车机系统决定了用户的驾驶体验。形象的说，用户每更新一次OTA（类似<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的GMS以及华为的HMS），就如同更换了一部新车。</p>\n<p>作为开创者，特斯拉已经实现了新能源汽车底层软硬件自主可控，并开始在自家生态中引入第三方应用。特斯拉和苹果的思路很相似，它也希望搭建一个类似于苹果App Store的平台，支持开发人员发布特斯拉汽车的应用和游戏，特斯拉可以直接从这个自创的软件生态中获利。</p>\n<p>与手机行业不同的是，国产手机厂商虽然不能使用苹果的ios，但却有一个不断完善的安卓开源系统可供使用，这就大大缩减了他们的系统开发周期。对于三大造车新势力而言，没有现成的软件系统可供选用。目前他们都在封闭开发自己的车机系统。这种孤独探索风险系数很高，但如果成功，他们获得的收益也将更大。</p>\n<p>造车和做手机还有很多不同的地方。相比手机产业链，汽车产业链要更长更复杂，其中充满了不确定性。用户对于手机这种产品的容错程度相对较高，比如手机卡顿、电池续航短、机身发热、手机病毒等问题，这些问题造成的影响都还在可容忍的范围内。</p>\n<p>而新能源汽车就不同。作为一个新生事物，未来在实际运行过程中，一旦出现电池故障或者遭遇网络攻击，其后果甚至可能导致车毁人亡。这样的事情是每个车主都无法承受的。随着越来越多新能源汽车上路，很多未知的软硬件故障一定在所难免。这样的事情足以将一家造车企业掀翻在地，只是不知道会出在哪家车企身上。</p>\n<p>新能源汽车的门槛显然高于手机，最终决定谁能胜出的关键因素在于谁家的软硬件一体化能力更强。</p>\n<p>因此，尽管目前蔚来、理想、小鹏都已经顺利在美上市，但陆玖财经对此表示谨慎乐观。在陆玖财经看来，新能源汽车是一个巨大的机会，但不是每一家企业都能成功。造车的整个过程充满了不确定性。国内手机市场历经10年，才格局毕现，而新能源汽车市场的比拼只能比这个时间更长。</p>\n<p>过去，顺利上市是一家企业成熟的标志，但是如今，顺利上市对于企业而言，只不过是又融了一轮资。他们踏上了一条更长的、充满不确定性的赛道，单从目前的格局，还远远不能预测最终谁能胜出。</p>\n<p>原因是：从燃油车到新能源车的过度，表面上是汽车动力系统的不同，本质却是汽车的互联网体验和智能化的全面升级。这一过度时间，相比手机的智能化只会更长。而过度阶段所需要的产业链的积累，则更为复杂和全面。过度阶段，不同的软件系统的PK，也会比当年手机智能化过度经历的苹果和谷歌安卓两大系统要复杂得多。</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_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>谁会成新能源汽车界的华为小米？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ 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class=\"title\">\n谁会成新能源汽车界的华为小米？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-28 07:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://tech.sina.cn/csj/2020-08-28/doc-iivhuipp1113673.d.html?vt=4><strong>创事记</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>欢迎关注“创事记”的微信订阅号：sinachuangshiji　\n文/六哥\n来源/陆玖财经(ID:liujiucaijing69)\n8月27日，小鹏汽车在纽交所上市。此次在美IPO，小鹏汽车将募集约15亿美元资金。对比一下，蔚来IPO融资10亿美元，理想汽车IPO融资11亿美元，这三家车企上市的募资规模体量相当。\n至此，国内造车新势力的蔚来、理想和小鹏悉数在美上市。在资本助力下，这三家车企跨进了...</p>\n\n<a href=\"http://tech.sina.cn/csj/2020-08-28/doc-iivhuipp1113673.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/140/w630h310/20200828/38e6-iyhvyva5282671.jpg/w120h90l50t10c9.jpg","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://tech.sina.cn/csj/2020-08-28/doc-iivhuipp1113673.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2062443986","content_text":"欢迎关注“创事记”的微信订阅号：sinachuangshiji　\n文/六哥\n来源/陆玖财经(ID:liujiucaijing69)\n8月27日，小鹏汽车在纽交所上市。此次在美IPO，小鹏汽车将募集约15亿美元资金。对比一下，蔚来IPO融资10亿美元，理想汽车IPO融资11亿美元，这三家车企上市的募资规模体量相当。\n至此，国内造车新势力的蔚来、理想和小鹏悉数在美上市。在资本助力下，这三家车企跨进了一个全新的竞争赛道。\n陆玖财经发现一个有趣的现象：时下国内新能源汽车行业的格局，像极了2010年时的手机圈。如果说特斯拉好比当年的苹果公司的话，蔚来、理想、小鹏这些造车新势力就如同当时还在蹒跚学步的华为、小米、魅族、酷派等国产手机。一个是正处于燃油车向新能源车的过度时期，一个是从功能机到触摸屏智能机的过度时期。\n10年过去，有的手机厂商活了下来，也有一些手机厂商已经逐渐被人们淡忘，国内手机市场的格局已经相对稳固。陆玖财经由此预测：若干年后，新能源汽车市场也将三分天下，一分天下属于特斯拉这样的开拓者，一分天下属于蔚来、理想、小鹏这些造车新势力，像德国大众这样的传统车企，会有几家留存下来，三分天下有其一。\n01\n特斯拉=手机行业的苹果？\n造车新势力=国产手机品牌？\n在智能手机出现前，很多人都已经意识到触摸大屏幕、APP应用等会是手机未来的方向，但是没有人知道应该怎么做。这个时候，乔布斯把一部iPhone手机放在人们面前，说：智能手机应该是这样的。自此之后，智能手机的发展都沿袭了乔布斯的思路，所谓的改进无非就是处理器速度更快了、屏幕像素更高了、机身材质更高端了、拍照效果更好了，但智能手机的基本框架并没有变。\n和智能手机一样，很多人都意识到节能、环保、联网、智能的新能源汽车是大势所趋。像通用、比亚迪、宝马、大众这样的老牌车企早早就开始了探路。但是，一直到特斯拉 model s 横空出世，人们才恍然大悟：超长续航、科技感满满、外观酷炫，为互联网原住民量身定做的新能源汽车就该是这副模样。\n当年小米创业初期，处处可见效仿苹果的痕迹，雷军在发布会上的装扮都和乔布斯如出一辙，每一代小米手机都和当季的iPhone外型极为相似。不过小米在国内探索出一条互联网模式的路子。小米手机不仅价格有优势，而且MIUI系统更贴合中国人的使用习惯，这使得小米在国产手机阵营中牢牢占据了一席之地。\n有成功者就有失意者，当年魅族是最先效仿苹果的厂商，凭借音质、颜值、简洁的Flyme系统圈了一大波粉丝。2011年魅族M9发布时，也曾引发上千人排队抢购。然而，魅族最终却走上了一条“闭门造车”的路。当魅族手机与其他竞品在价格、配置、产品外观没有一项极为突出时，它的败局也就注定了。\n今天特斯拉在新能源汽车行业的地位，就如同苹果手机在手机行业的地位。\n在FSD芯片、Autopilot全栈软件、大数据积累、车载OS、电池管理BMS系统、整车电子架构等方面，特斯拉的优势非常明显。\n目前，特斯拉拥有自己的经销网络、充电站和电池储能技术。由它开创的新能源汽车商业模式受到了资本市场的广泛认可。2020年8月，特斯拉股价冲上2000美元大关，成为全球市值最高的车企。\n相比特斯拉，国内的蔚来汽车、理想汽车和小鹏汽车都属于跟随者。特斯拉打造出一个样板，而其他新能源汽车厂商开始照猫画虎。这就好像当年iPhone4采用了两块强化玻璃夹一个不锈钢框架的“三明治结构”，这个方案后来几乎被所有手机制造商所效仿。\n目前，完成在美国上市的国内造车新势力中，蔚来汽车拥有ES6、ES8、蔚来EC6三款SUV车型。理想只推出一款售价32.8万的理想ONE汽车。小鹏汽车拥有两款车型，一款是SUV G3，14.68万售价起，另一款是售价22.99万的跑车P7。\n有行业人士分析认为，国内这三家造车新势力采取了不同的造车思路，蔚来侧重于资金和品牌，理想走的精机路线，而小鹏汽车是平民路线。大家有没有觉得，这跟当年的国产手机何其相像，当年华为手机主要依托自己的通信背景和硬件产业链，小米主攻互联网模式，主推性价比，而魅族则是誓把工匠精神进行到底。\n02\n软硬件一体化能力是评判新能源车企的关键\n特斯拉的成功开启了新能源汽车的时代。如今，已经没有人怀疑新能源汽车代表未来，是势不可挡的潮流。\n但是，从传统的油车时代过度到新能源汽车时代，表面上看只是能源消耗方式的改变，但实际上却需要互联网和人工智能的加持。这也正是传统车企少有成功的原因。传统汽车的互联网改造只不过在车内加了一个屏幕，本身并不具备互联网的精魄。他们改进后的车子就如同一款外观不错的诺基亚e71，看上去挺漂亮，却不是真正的智能触摸屏。后者随便出来一个HTC G系列就把e71的使用体验甩了几条街。\n区别于传统汽车，新能源汽车的核心竞争力在于软件。汽车硬件产业链已经非常成熟，而软件，尤其是智能联网之后的车机系统决定了用户的驾驶体验。形象的说，用户每更新一次OTA（类似谷歌的GMS以及华为的HMS），就如同更换了一部新车。\n作为开创者，特斯拉已经实现了新能源汽车底层软硬件自主可控，并开始在自家生态中引入第三方应用。特斯拉和苹果的思路很相似，它也希望搭建一个类似于苹果App Store的平台，支持开发人员发布特斯拉汽车的应用和游戏，特斯拉可以直接从这个自创的软件生态中获利。\n与手机行业不同的是，国产手机厂商虽然不能使用苹果的ios，但却有一个不断完善的安卓开源系统可供使用，这就大大缩减了他们的系统开发周期。对于三大造车新势力而言，没有现成的软件系统可供选用。目前他们都在封闭开发自己的车机系统。这种孤独探索风险系数很高，但如果成功，他们获得的收益也将更大。\n造车和做手机还有很多不同的地方。相比手机产业链，汽车产业链要更长更复杂，其中充满了不确定性。用户对于手机这种产品的容错程度相对较高，比如手机卡顿、电池续航短、机身发热、手机病毒等问题，这些问题造成的影响都还在可容忍的范围内。\n而新能源汽车就不同。作为一个新生事物，未来在实际运行过程中，一旦出现电池故障或者遭遇网络攻击，其后果甚至可能导致车毁人亡。这样的事情是每个车主都无法承受的。随着越来越多新能源汽车上路，很多未知的软硬件故障一定在所难免。这样的事情足以将一家造车企业掀翻在地，只是不知道会出在哪家车企身上。\n新能源汽车的门槛显然高于手机，最终决定谁能胜出的关键因素在于谁家的软硬件一体化能力更强。\n因此，尽管目前蔚来、理想、小鹏都已经顺利在美上市，但陆玖财经对此表示谨慎乐观。在陆玖财经看来，新能源汽车是一个巨大的机会，但不是每一家企业都能成功。造车的整个过程充满了不确定性。国内手机市场历经10年，才格局毕现，而新能源汽车市场的比拼只能比这个时间更长。\n过去，顺利上市是一家企业成熟的标志，但是如今，顺利上市对于企业而言，只不过是又融了一轮资。他们踏上了一条更长的、充满不确定性的赛道，单从目前的格局，还远远不能预测最终谁能胜出。\n原因是：从燃油车到新能源车的过度，表面上是汽车动力系统的不同，本质却是汽车的互联网体验和智能化的全面升级。这一过度时间，相比手机的智能化只会更长。而过度阶段所需要的产业链的积累，则更为复杂和全面。过度阶段，不同的软件系统的PK，也会比当年手机智能化过度经历的苹果和谷歌安卓两大系统要复杂得多。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":973524250,"gmtCreate":1598573414270,"gmtModify":1704219649409,"author":{"id":"3472508819662137","authorId":"3472508819662137","name":"幸福张小凡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472508819662137","idStr":"3472508819662137"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/973524250","repostId":"2062443986","repostType":2,"repost":{"id":"2062443986","pubTimestamp":1598572652,"share":"https://www.laohu8.com/m/news/2062443986?lang=&edition=full","pubTime":"2020-08-28 07:57","market":"us","language":"zh","title":"谁会成新能源汽车界的华为小米？","url":"https://stock-news.laohu8.com/highlight/detail?id=2062443986","media":"创事记","summary":"8月27日，小鹏汽车在纽交所上市。此次在美IPO，小鹏汽车将募集约15亿美元资金。对比一下，蔚来IPO融资10亿美元，理想汽车IPO融资11亿美元，这三家车企上市的募资规模体量相当。陆玖财经发现一个有趣的现象：时下国内新能源汽车行业的格局，像极了2010年时的手机圈。一个是正处于燃油车向新能源车的过度时期，一个是从功能机到触摸屏智能机的过度时期。","content":"<html><body><p>\n<figure>\n<img src=\"http://n.sinaimg.cn/tech/crawl/116/w550h366/20200828/6476-iyhvyva5254656.jpg\"/>\n<h2></h2>\n</figure>\n</p><p><span></span><span>欢迎关注“创事记”的微信订阅号：sinachuangshiji　</span></p>\n<p>文/六哥</p>\n<p>来源/陆玖财经(ID:liujiucaijing69)</p>\n<p>8月27日，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>在纽交所上市。此次在美IPO，小鹏汽车将募集约15亿美元资金。对比一下，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>IPO融资10亿美元，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>IPO融资11亿美元，这三家车企上市的募资规模体量相当。</p>\n<p>至此，国内造车新势力的蔚来、理想和小鹏悉数在美上市。在资本助力下，这三家车企跨进了一个全新的竞争赛道。</p>\n<p>陆玖财经发现一个有趣的现象：时下国内新能源汽车行业的格局，像极了2010年时的手机圈。如果说<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>好比当年的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司的话，蔚来、理想、小鹏这些造车新势力就如同当时还在蹒跚学步的华为、小米、魅族、酷派等国产手机。一个是正处于燃油车向新能源车的过度时期，一个是从功能机到触摸屏<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>机的过度时期。</p>\n<p>10年过去，有的手机厂商活了下来，也有一些手机厂商已经逐渐被人们淡忘，国内手机市场的格局已经相对稳固。陆玖财经由此预测：若干年后，新能源汽车市场也将三分天下，一分天下属于特斯拉这样的开拓者，一分天下属于蔚来、理想、小鹏这些造车新势力，像德国大众这样的传统车企，会有几家留存下来，三分天下有其一。</p>\n<p><strong>01</strong></p>\n<p><strong>特斯拉=手机行业的苹果？</strong></p>\n<p><strong>造车新势力=国产手机品牌？</strong></p>\n<p>在智能手机出现前，很多人都已经意识到触摸大屏幕、APP应用等会是手机未来的方向，但是没有人知道应该怎么做。这个时候，乔布斯把一部iPhone手机放在人们面前，说：智能手机应该是这样的。自此之后，智能手机的发展都沿袭了乔布斯的思路，所谓的改进无非就是处理器速度更快了、屏幕像素更高了、机身材质更高端了、拍照效果更好了，但智能手机的基本框架并没有变。</p>\n<p>和智能手机一样，很多人都意识到节能、环保、联网、智能的新能源汽车是大势所趋。像通用、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、宝马、大众这样的老牌车企早早就开始了探路。但是，一直到特斯拉 model s 横空出世，人们才恍然大悟：超长续航、科技感满满、外观酷炫，为互联网原住民量身定做的新能源汽车就该是这副模样。</p>\n<p>当年小米创业初期，处处可见效仿苹果的痕迹，雷军在发布会上的装扮都和乔布斯如出一辙，每一代小米手机都和当季的iPhone外型极为相似。不过小米在国内探索出一条互联网模式的路子。小米手机不仅价格有优势，而且MIUI系统更贴合中国人的使用习惯，这使得小米在国产手机阵营中牢牢占据了一席之地。</p>\n<p>有成功者就有失意者，当年魅族是最先效仿苹果的厂商，凭借音质、颜值、简洁的Flyme系统圈了一大波粉丝。2011年魅族M9发布时，也曾引发上千人排队抢购。然而，魅族最终却走上了一条“闭门造车”的路。当魅族手机与其他竞品在价格、配置、产品外观没有一项极为突出时，它的败局也就注定了。</p>\n<p>今天特斯拉在新能源汽车行业的地位，就如同苹果手机在手机行业的地位。</p>\n<p>在FSD芯片、Autopilot全栈软件、大数据积累、车载OS、电池管理BMS系统、整车电子架构等方面，特斯拉的优势非常明显。</p>\n<p>目前，特斯拉拥有自己的经销网络、充电站和电池储能技术。由它开创的新能源汽车商业模式受到了资本市场的广泛认可。2020年8月，特斯拉股价冲上2000美元大关，成为全球市值最高的车企。</p>\n<div sax-type=\"proxy\"></div><p>相比特斯拉，国内的蔚来汽车、理想汽车和小鹏汽车都属于跟随者。特斯拉打造出一个样板，而其他新能源汽车厂商开始照猫画虎。这就好像当年iPhone4采用了两块强化玻璃夹一个不锈钢框架的“三明治结构”，这个方案后来几乎被所有手机制造商所效仿。</p>\n<p>目前，完成在美国上市的国内造车新势力中，蔚来汽车拥有ES6、ES8、蔚来EC6三款SUV车型。理想只推出一款售价32.8万的理想ONE汽车。小鹏汽车拥有两款车型，一款是SUV G3，14.68万售价起，另一款是售价22.99万的跑车P7。</p>\n<p>有行业人士分析认为，国内这三家造车新势力采取了不同的造车思路，蔚来侧重于资金和品牌，理想走的精机路线，而小鹏汽车是平民路线。大家有没有觉得，这跟当年的国产手机何其相像，当年华为手机主要依托自己的通信背景和硬件产业链，小米主攻互联网模式，主推性价比，而魅族则是誓把工匠精神进行到底。</p>\n<p><strong>02</strong></p>\n<p><strong>软硬件一体化能力是评判新能源车企的关键</strong></p>\n<p>特斯拉的成功开启了新能源汽车的时代。如今，已经没有人怀疑新能源汽车代表未来，是势不可挡的潮流。</p>\n<p>但是，从传统的油车时代过度到新能源汽车时代，表面上看只是能源消耗方式的改变，但实际上却需要互联网和人工智能的加持。这也正是传统车企少有成功的原因。传统汽车的互联网改造只不过在车内加了一个屏幕，本身并不具备互联网的精魄。他们改进后的车子就如同一款外观不错的<a href=\"https://laohu8.com/S/NOK\">诺基亚</a>e71，看上去挺漂亮，却不是真正的智能触摸屏。后者随便出来一个HTC G系列就把e71的使用体验甩了几条街。</p>\n<p>区别于传统汽车，新能源汽车的核心竞争力在于软件。汽车硬件产业链已经非常成熟，而软件，尤其是智能联网之后的车机系统决定了用户的驾驶体验。形象的说，用户每更新一次OTA（类似<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的GMS以及华为的HMS），就如同更换了一部新车。</p>\n<p>作为开创者，特斯拉已经实现了新能源汽车底层软硬件自主可控，并开始在自家生态中引入第三方应用。特斯拉和苹果的思路很相似，它也希望搭建一个类似于苹果App Store的平台，支持开发人员发布特斯拉汽车的应用和游戏，特斯拉可以直接从这个自创的软件生态中获利。</p>\n<p>与手机行业不同的是，国产手机厂商虽然不能使用苹果的ios，但却有一个不断完善的安卓开源系统可供使用，这就大大缩减了他们的系统开发周期。对于三大造车新势力而言，没有现成的软件系统可供选用。目前他们都在封闭开发自己的车机系统。这种孤独探索风险系数很高，但如果成功，他们获得的收益也将更大。</p>\n<p>造车和做手机还有很多不同的地方。相比手机产业链，汽车产业链要更长更复杂，其中充满了不确定性。用户对于手机这种产品的容错程度相对较高，比如手机卡顿、电池续航短、机身发热、手机病毒等问题，这些问题造成的影响都还在可容忍的范围内。</p>\n<p>而新能源汽车就不同。作为一个新生事物，未来在实际运行过程中，一旦出现电池故障或者遭遇网络攻击，其后果甚至可能导致车毁人亡。这样的事情是每个车主都无法承受的。随着越来越多新能源汽车上路，很多未知的软硬件故障一定在所难免。这样的事情足以将一家造车企业掀翻在地，只是不知道会出在哪家车企身上。</p>\n<p>新能源汽车的门槛显然高于手机，最终决定谁能胜出的关键因素在于谁家的软硬件一体化能力更强。</p>\n<p>因此，尽管目前蔚来、理想、小鹏都已经顺利在美上市，但陆玖财经对此表示谨慎乐观。在陆玖财经看来，新能源汽车是一个巨大的机会，但不是每一家企业都能成功。造车的整个过程充满了不确定性。国内手机市场历经10年，才格局毕现，而新能源汽车市场的比拼只能比这个时间更长。</p>\n<p>过去，顺利上市是一家企业成熟的标志，但是如今，顺利上市对于企业而言，只不过是又融了一轮资。他们踏上了一条更长的、充满不确定性的赛道，单从目前的格局，还远远不能预测最终谁能胜出。</p>\n<p>原因是：从燃油车到新能源车的过度，表面上是汽车动力系统的不同，本质却是汽车的互联网体验和智能化的全面升级。这一过度时间，相比手机的智能化只会更长。而过度阶段所需要的产业链的积累，则更为复杂和全面。过度阶段，不同的软件系统的PK，也会比当年手机智能化过度经历的苹果和谷歌安卓两大系统要复杂得多。</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_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>谁会成新能源汽车界的华为小米？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ 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class=\"title\">\n谁会成新能源汽车界的华为小米？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-28 07:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://tech.sina.cn/csj/2020-08-28/doc-iivhuipp1113673.d.html?vt=4><strong>创事记</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>欢迎关注“创事记”的微信订阅号：sinachuangshiji　\n文/六哥\n来源/陆玖财经(ID:liujiucaijing69)\n8月27日，小鹏汽车在纽交所上市。此次在美IPO，小鹏汽车将募集约15亿美元资金。对比一下，蔚来IPO融资10亿美元，理想汽车IPO融资11亿美元，这三家车企上市的募资规模体量相当。\n至此，国内造车新势力的蔚来、理想和小鹏悉数在美上市。在资本助力下，这三家车企跨进了...</p>\n\n<a href=\"http://tech.sina.cn/csj/2020-08-28/doc-iivhuipp1113673.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/140/w630h310/20200828/38e6-iyhvyva5282671.jpg/w120h90l50t10c9.jpg","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://tech.sina.cn/csj/2020-08-28/doc-iivhuipp1113673.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2062443986","content_text":"欢迎关注“创事记”的微信订阅号：sinachuangshiji　\n文/六哥\n来源/陆玖财经(ID:liujiucaijing69)\n8月27日，小鹏汽车在纽交所上市。此次在美IPO，小鹏汽车将募集约15亿美元资金。对比一下，蔚来IPO融资10亿美元，理想汽车IPO融资11亿美元，这三家车企上市的募资规模体量相当。\n至此，国内造车新势力的蔚来、理想和小鹏悉数在美上市。在资本助力下，这三家车企跨进了一个全新的竞争赛道。\n陆玖财经发现一个有趣的现象：时下国内新能源汽车行业的格局，像极了2010年时的手机圈。如果说特斯拉好比当年的苹果公司的话，蔚来、理想、小鹏这些造车新势力就如同当时还在蹒跚学步的华为、小米、魅族、酷派等国产手机。一个是正处于燃油车向新能源车的过度时期，一个是从功能机到触摸屏智能机的过度时期。\n10年过去，有的手机厂商活了下来，也有一些手机厂商已经逐渐被人们淡忘，国内手机市场的格局已经相对稳固。陆玖财经由此预测：若干年后，新能源汽车市场也将三分天下，一分天下属于特斯拉这样的开拓者，一分天下属于蔚来、理想、小鹏这些造车新势力，像德国大众这样的传统车企，会有几家留存下来，三分天下有其一。\n01\n特斯拉=手机行业的苹果？\n造车新势力=国产手机品牌？\n在智能手机出现前，很多人都已经意识到触摸大屏幕、APP应用等会是手机未来的方向，但是没有人知道应该怎么做。这个时候，乔布斯把一部iPhone手机放在人们面前，说：智能手机应该是这样的。自此之后，智能手机的发展都沿袭了乔布斯的思路，所谓的改进无非就是处理器速度更快了、屏幕像素更高了、机身材质更高端了、拍照效果更好了，但智能手机的基本框架并没有变。\n和智能手机一样，很多人都意识到节能、环保、联网、智能的新能源汽车是大势所趋。像通用、比亚迪、宝马、大众这样的老牌车企早早就开始了探路。但是，一直到特斯拉 model s 横空出世，人们才恍然大悟：超长续航、科技感满满、外观酷炫，为互联网原住民量身定做的新能源汽车就该是这副模样。\n当年小米创业初期，处处可见效仿苹果的痕迹，雷军在发布会上的装扮都和乔布斯如出一辙，每一代小米手机都和当季的iPhone外型极为相似。不过小米在国内探索出一条互联网模式的路子。小米手机不仅价格有优势，而且MIUI系统更贴合中国人的使用习惯，这使得小米在国产手机阵营中牢牢占据了一席之地。\n有成功者就有失意者，当年魅族是最先效仿苹果的厂商，凭借音质、颜值、简洁的Flyme系统圈了一大波粉丝。2011年魅族M9发布时，也曾引发上千人排队抢购。然而，魅族最终却走上了一条“闭门造车”的路。当魅族手机与其他竞品在价格、配置、产品外观没有一项极为突出时，它的败局也就注定了。\n今天特斯拉在新能源汽车行业的地位，就如同苹果手机在手机行业的地位。\n在FSD芯片、Autopilot全栈软件、大数据积累、车载OS、电池管理BMS系统、整车电子架构等方面，特斯拉的优势非常明显。\n目前，特斯拉拥有自己的经销网络、充电站和电池储能技术。由它开创的新能源汽车商业模式受到了资本市场的广泛认可。2020年8月，特斯拉股价冲上2000美元大关，成为全球市值最高的车企。\n相比特斯拉，国内的蔚来汽车、理想汽车和小鹏汽车都属于跟随者。特斯拉打造出一个样板，而其他新能源汽车厂商开始照猫画虎。这就好像当年iPhone4采用了两块强化玻璃夹一个不锈钢框架的“三明治结构”，这个方案后来几乎被所有手机制造商所效仿。\n目前，完成在美国上市的国内造车新势力中，蔚来汽车拥有ES6、ES8、蔚来EC6三款SUV车型。理想只推出一款售价32.8万的理想ONE汽车。小鹏汽车拥有两款车型，一款是SUV G3，14.68万售价起，另一款是售价22.99万的跑车P7。\n有行业人士分析认为，国内这三家造车新势力采取了不同的造车思路，蔚来侧重于资金和品牌，理想走的精机路线，而小鹏汽车是平民路线。大家有没有觉得，这跟当年的国产手机何其相像，当年华为手机主要依托自己的通信背景和硬件产业链，小米主攻互联网模式，主推性价比，而魅族则是誓把工匠精神进行到底。\n02\n软硬件一体化能力是评判新能源车企的关键\n特斯拉的成功开启了新能源汽车的时代。如今，已经没有人怀疑新能源汽车代表未来，是势不可挡的潮流。\n但是，从传统的油车时代过度到新能源汽车时代，表面上看只是能源消耗方式的改变，但实际上却需要互联网和人工智能的加持。这也正是传统车企少有成功的原因。传统汽车的互联网改造只不过在车内加了一个屏幕，本身并不具备互联网的精魄。他们改进后的车子就如同一款外观不错的诺基亚e71，看上去挺漂亮，却不是真正的智能触摸屏。后者随便出来一个HTC G系列就把e71的使用体验甩了几条街。\n区别于传统汽车，新能源汽车的核心竞争力在于软件。汽车硬件产业链已经非常成熟，而软件，尤其是智能联网之后的车机系统决定了用户的驾驶体验。形象的说，用户每更新一次OTA（类似谷歌的GMS以及华为的HMS），就如同更换了一部新车。\n作为开创者，特斯拉已经实现了新能源汽车底层软硬件自主可控，并开始在自家生态中引入第三方应用。特斯拉和苹果的思路很相似，它也希望搭建一个类似于苹果App Store的平台，支持开发人员发布特斯拉汽车的应用和游戏，特斯拉可以直接从这个自创的软件生态中获利。\n与手机行业不同的是，国产手机厂商虽然不能使用苹果的ios，但却有一个不断完善的安卓开源系统可供使用，这就大大缩减了他们的系统开发周期。对于三大造车新势力而言，没有现成的软件系统可供选用。目前他们都在封闭开发自己的车机系统。这种孤独探索风险系数很高，但如果成功，他们获得的收益也将更大。\n造车和做手机还有很多不同的地方。相比手机产业链，汽车产业链要更长更复杂，其中充满了不确定性。用户对于手机这种产品的容错程度相对较高，比如手机卡顿、电池续航短、机身发热、手机病毒等问题，这些问题造成的影响都还在可容忍的范围内。\n而新能源汽车就不同。作为一个新生事物，未来在实际运行过程中，一旦出现电池故障或者遭遇网络攻击，其后果甚至可能导致车毁人亡。这样的事情是每个车主都无法承受的。随着越来越多新能源汽车上路，很多未知的软硬件故障一定在所难免。这样的事情足以将一家造车企业掀翻在地，只是不知道会出在哪家车企身上。\n新能源汽车的门槛显然高于手机，最终决定谁能胜出的关键因素在于谁家的软硬件一体化能力更强。\n因此，尽管目前蔚来、理想、小鹏都已经顺利在美上市，但陆玖财经对此表示谨慎乐观。在陆玖财经看来，新能源汽车是一个巨大的机会，但不是每一家企业都能成功。造车的整个过程充满了不确定性。国内手机市场历经10年，才格局毕现，而新能源汽车市场的比拼只能比这个时间更长。\n过去，顺利上市是一家企业成熟的标志，但是如今，顺利上市对于企业而言，只不过是又融了一轮资。他们踏上了一条更长的、充满不确定性的赛道，单从目前的格局，还远远不能预测最终谁能胜出。\n原因是：从燃油车到新能源车的过度，表面上是汽车动力系统的不同，本质却是汽车的互联网体验和智能化的全面升级。这一过度时间，相比手机的智能化只会更长。而过度阶段所需要的产业链的积累，则更为复杂和全面。过度阶段，不同的软件系统的PK，也会比当年手机智能化过度经历的苹果和谷歌安卓两大系统要复杂得多。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":973524648,"gmtCreate":1598573407285,"gmtModify":1704219649749,"author":{"id":"3472508819662137","authorId":"3472508819662137","name":"幸福张小凡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472508819662137","idStr":"3472508819662137"},"themes":[],"htmlText":"HIV7","listText":"HIV7","text":"HIV7","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/973524648","repostId":"2062443986","repostType":2,"repost":{"id":"2062443986","pubTimestamp":1598572652,"share":"https://www.laohu8.com/m/news/2062443986?lang=&edition=full","pubTime":"2020-08-28 07:57","market":"us","language":"zh","title":"谁会成新能源汽车界的华为小米？","url":"https://stock-news.laohu8.com/highlight/detail?id=2062443986","media":"创事记","summary":"8月27日，小鹏汽车在纽交所上市。此次在美IPO，小鹏汽车将募集约15亿美元资金。对比一下，蔚来IPO融资10亿美元，理想汽车IPO融资11亿美元，这三家车企上市的募资规模体量相当。陆玖财经发现一个有趣的现象：时下国内新能源汽车行业的格局，像极了2010年时的手机圈。一个是正处于燃油车向新能源车的过度时期，一个是从功能机到触摸屏智能机的过度时期。","content":"<html><body><p>\n<figure>\n<img src=\"http://n.sinaimg.cn/tech/crawl/116/w550h366/20200828/6476-iyhvyva5254656.jpg\"/>\n<h2></h2>\n</figure>\n</p><p><span></span><span>欢迎关注“创事记”的微信订阅号：sinachuangshiji　</span></p>\n<p>文/六哥</p>\n<p>来源/陆玖财经(ID:liujiucaijing69)</p>\n<p>8月27日，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>在纽交所上市。此次在美IPO，小鹏汽车将募集约15亿美元资金。对比一下，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>IPO融资10亿美元，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>IPO融资11亿美元，这三家车企上市的募资规模体量相当。</p>\n<p>至此，国内造车新势力的蔚来、理想和小鹏悉数在美上市。在资本助力下，这三家车企跨进了一个全新的竞争赛道。</p>\n<p>陆玖财经发现一个有趣的现象：时下国内新能源汽车行业的格局，像极了2010年时的手机圈。如果说<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>好比当年的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司的话，蔚来、理想、小鹏这些造车新势力就如同当时还在蹒跚学步的华为、小米、魅族、酷派等国产手机。一个是正处于燃油车向新能源车的过度时期，一个是从功能机到触摸屏<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>机的过度时期。</p>\n<p>10年过去，有的手机厂商活了下来，也有一些手机厂商已经逐渐被人们淡忘，国内手机市场的格局已经相对稳固。陆玖财经由此预测：若干年后，新能源汽车市场也将三分天下，一分天下属于特斯拉这样的开拓者，一分天下属于蔚来、理想、小鹏这些造车新势力，像德国大众这样的传统车企，会有几家留存下来，三分天下有其一。</p>\n<p><strong>01</strong></p>\n<p><strong>特斯拉=手机行业的苹果？</strong></p>\n<p><strong>造车新势力=国产手机品牌？</strong></p>\n<p>在智能手机出现前，很多人都已经意识到触摸大屏幕、APP应用等会是手机未来的方向，但是没有人知道应该怎么做。这个时候，乔布斯把一部iPhone手机放在人们面前，说：智能手机应该是这样的。自此之后，智能手机的发展都沿袭了乔布斯的思路，所谓的改进无非就是处理器速度更快了、屏幕像素更高了、机身材质更高端了、拍照效果更好了，但智能手机的基本框架并没有变。</p>\n<p>和智能手机一样，很多人都意识到节能、环保、联网、智能的新能源汽车是大势所趋。像通用、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、宝马、大众这样的老牌车企早早就开始了探路。但是，一直到特斯拉 model s 横空出世，人们才恍然大悟：超长续航、科技感满满、外观酷炫，为互联网原住民量身定做的新能源汽车就该是这副模样。</p>\n<p>当年小米创业初期，处处可见效仿苹果的痕迹，雷军在发布会上的装扮都和乔布斯如出一辙，每一代小米手机都和当季的iPhone外型极为相似。不过小米在国内探索出一条互联网模式的路子。小米手机不仅价格有优势，而且MIUI系统更贴合中国人的使用习惯，这使得小米在国产手机阵营中牢牢占据了一席之地。</p>\n<p>有成功者就有失意者，当年魅族是最先效仿苹果的厂商，凭借音质、颜值、简洁的Flyme系统圈了一大波粉丝。2011年魅族M9发布时，也曾引发上千人排队抢购。然而，魅族最终却走上了一条“闭门造车”的路。当魅族手机与其他竞品在价格、配置、产品外观没有一项极为突出时，它的败局也就注定了。</p>\n<p>今天特斯拉在新能源汽车行业的地位，就如同苹果手机在手机行业的地位。</p>\n<p>在FSD芯片、Autopilot全栈软件、大数据积累、车载OS、电池管理BMS系统、整车电子架构等方面，特斯拉的优势非常明显。</p>\n<p>目前，特斯拉拥有自己的经销网络、充电站和电池储能技术。由它开创的新能源汽车商业模式受到了资本市场的广泛认可。2020年8月，特斯拉股价冲上2000美元大关，成为全球市值最高的车企。</p>\n<div sax-type=\"proxy\"></div><p>相比特斯拉，国内的蔚来汽车、理想汽车和小鹏汽车都属于跟随者。特斯拉打造出一个样板，而其他新能源汽车厂商开始照猫画虎。这就好像当年iPhone4采用了两块强化玻璃夹一个不锈钢框架的“三明治结构”，这个方案后来几乎被所有手机制造商所效仿。</p>\n<p>目前，完成在美国上市的国内造车新势力中，蔚来汽车拥有ES6、ES8、蔚来EC6三款SUV车型。理想只推出一款售价32.8万的理想ONE汽车。小鹏汽车拥有两款车型，一款是SUV G3，14.68万售价起，另一款是售价22.99万的跑车P7。</p>\n<p>有行业人士分析认为，国内这三家造车新势力采取了不同的造车思路，蔚来侧重于资金和品牌，理想走的精机路线，而小鹏汽车是平民路线。大家有没有觉得，这跟当年的国产手机何其相像，当年华为手机主要依托自己的通信背景和硬件产业链，小米主攻互联网模式，主推性价比，而魅族则是誓把工匠精神进行到底。</p>\n<p><strong>02</strong></p>\n<p><strong>软硬件一体化能力是评判新能源车企的关键</strong></p>\n<p>特斯拉的成功开启了新能源汽车的时代。如今，已经没有人怀疑新能源汽车代表未来，是势不可挡的潮流。</p>\n<p>但是，从传统的油车时代过度到新能源汽车时代，表面上看只是能源消耗方式的改变，但实际上却需要互联网和人工智能的加持。这也正是传统车企少有成功的原因。传统汽车的互联网改造只不过在车内加了一个屏幕，本身并不具备互联网的精魄。他们改进后的车子就如同一款外观不错的<a href=\"https://laohu8.com/S/NOK\">诺基亚</a>e71，看上去挺漂亮，却不是真正的智能触摸屏。后者随便出来一个HTC G系列就把e71的使用体验甩了几条街。</p>\n<p>区别于传统汽车，新能源汽车的核心竞争力在于软件。汽车硬件产业链已经非常成熟，而软件，尤其是智能联网之后的车机系统决定了用户的驾驶体验。形象的说，用户每更新一次OTA（类似<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的GMS以及华为的HMS），就如同更换了一部新车。</p>\n<p>作为开创者，特斯拉已经实现了新能源汽车底层软硬件自主可控，并开始在自家生态中引入第三方应用。特斯拉和苹果的思路很相似，它也希望搭建一个类似于苹果App Store的平台，支持开发人员发布特斯拉汽车的应用和游戏，特斯拉可以直接从这个自创的软件生态中获利。</p>\n<p>与手机行业不同的是，国产手机厂商虽然不能使用苹果的ios，但却有一个不断完善的安卓开源系统可供使用，这就大大缩减了他们的系统开发周期。对于三大造车新势力而言，没有现成的软件系统可供选用。目前他们都在封闭开发自己的车机系统。这种孤独探索风险系数很高，但如果成功，他们获得的收益也将更大。</p>\n<p>造车和做手机还有很多不同的地方。相比手机产业链，汽车产业链要更长更复杂，其中充满了不确定性。用户对于手机这种产品的容错程度相对较高，比如手机卡顿、电池续航短、机身发热、手机病毒等问题，这些问题造成的影响都还在可容忍的范围内。</p>\n<p>而新能源汽车就不同。作为一个新生事物，未来在实际运行过程中，一旦出现电池故障或者遭遇网络攻击，其后果甚至可能导致车毁人亡。这样的事情是每个车主都无法承受的。随着越来越多新能源汽车上路，很多未知的软硬件故障一定在所难免。这样的事情足以将一家造车企业掀翻在地，只是不知道会出在哪家车企身上。</p>\n<p>新能源汽车的门槛显然高于手机，最终决定谁能胜出的关键因素在于谁家的软硬件一体化能力更强。</p>\n<p>因此，尽管目前蔚来、理想、小鹏都已经顺利在美上市，但陆玖财经对此表示谨慎乐观。在陆玖财经看来，新能源汽车是一个巨大的机会，但不是每一家企业都能成功。造车的整个过程充满了不确定性。国内手机市场历经10年，才格局毕现，而新能源汽车市场的比拼只能比这个时间更长。</p>\n<p>过去，顺利上市是一家企业成熟的标志，但是如今，顺利上市对于企业而言，只不过是又融了一轮资。他们踏上了一条更长的、充满不确定性的赛道，单从目前的格局，还远远不能预测最终谁能胜出。</p>\n<p>原因是：从燃油车到新能源车的过度，表面上是汽车动力系统的不同，本质却是汽车的互联网体验和智能化的全面升级。这一过度时间，相比手机的智能化只会更长。而过度阶段所需要的产业链的积累，则更为复杂和全面。过度阶段，不同的软件系统的PK，也会比当年手机智能化过度经历的苹果和谷歌安卓两大系统要复杂得多。</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_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>谁会成新能源汽车界的华为小米？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ 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#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谁会成新能源汽车界的华为小米？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-28 07:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://tech.sina.cn/csj/2020-08-28/doc-iivhuipp1113673.d.html?vt=4><strong>创事记</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>欢迎关注“创事记”的微信订阅号：sinachuangshiji　\n文/六哥\n来源/陆玖财经(ID:liujiucaijing69)\n8月27日，小鹏汽车在纽交所上市。此次在美IPO，小鹏汽车将募集约15亿美元资金。对比一下，蔚来IPO融资10亿美元，理想汽车IPO融资11亿美元，这三家车企上市的募资规模体量相当。\n至此，国内造车新势力的蔚来、理想和小鹏悉数在美上市。在资本助力下，这三家车企跨进了...</p>\n\n<a href=\"http://tech.sina.cn/csj/2020-08-28/doc-iivhuipp1113673.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/140/w630h310/20200828/38e6-iyhvyva5282671.jpg/w120h90l50t10c9.jpg","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://tech.sina.cn/csj/2020-08-28/doc-iivhuipp1113673.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2062443986","content_text":"欢迎关注“创事记”的微信订阅号：sinachuangshiji　\n文/六哥\n来源/陆玖财经(ID:liujiucaijing69)\n8月27日，小鹏汽车在纽交所上市。此次在美IPO，小鹏汽车将募集约15亿美元资金。对比一下，蔚来IPO融资10亿美元，理想汽车IPO融资11亿美元，这三家车企上市的募资规模体量相当。\n至此，国内造车新势力的蔚来、理想和小鹏悉数在美上市。在资本助力下，这三家车企跨进了一个全新的竞争赛道。\n陆玖财经发现一个有趣的现象：时下国内新能源汽车行业的格局，像极了2010年时的手机圈。如果说特斯拉好比当年的苹果公司的话，蔚来、理想、小鹏这些造车新势力就如同当时还在蹒跚学步的华为、小米、魅族、酷派等国产手机。一个是正处于燃油车向新能源车的过度时期，一个是从功能机到触摸屏智能机的过度时期。\n10年过去，有的手机厂商活了下来，也有一些手机厂商已经逐渐被人们淡忘，国内手机市场的格局已经相对稳固。陆玖财经由此预测：若干年后，新能源汽车市场也将三分天下，一分天下属于特斯拉这样的开拓者，一分天下属于蔚来、理想、小鹏这些造车新势力，像德国大众这样的传统车企，会有几家留存下来，三分天下有其一。\n01\n特斯拉=手机行业的苹果？\n造车新势力=国产手机品牌？\n在智能手机出现前，很多人都已经意识到触摸大屏幕、APP应用等会是手机未来的方向，但是没有人知道应该怎么做。这个时候，乔布斯把一部iPhone手机放在人们面前，说：智能手机应该是这样的。自此之后，智能手机的发展都沿袭了乔布斯的思路，所谓的改进无非就是处理器速度更快了、屏幕像素更高了、机身材质更高端了、拍照效果更好了，但智能手机的基本框架并没有变。\n和智能手机一样，很多人都意识到节能、环保、联网、智能的新能源汽车是大势所趋。像通用、比亚迪、宝马、大众这样的老牌车企早早就开始了探路。但是，一直到特斯拉 model s 横空出世，人们才恍然大悟：超长续航、科技感满满、外观酷炫，为互联网原住民量身定做的新能源汽车就该是这副模样。\n当年小米创业初期，处处可见效仿苹果的痕迹，雷军在发布会上的装扮都和乔布斯如出一辙，每一代小米手机都和当季的iPhone外型极为相似。不过小米在国内探索出一条互联网模式的路子。小米手机不仅价格有优势，而且MIUI系统更贴合中国人的使用习惯，这使得小米在国产手机阵营中牢牢占据了一席之地。\n有成功者就有失意者，当年魅族是最先效仿苹果的厂商，凭借音质、颜值、简洁的Flyme系统圈了一大波粉丝。2011年魅族M9发布时，也曾引发上千人排队抢购。然而，魅族最终却走上了一条“闭门造车”的路。当魅族手机与其他竞品在价格、配置、产品外观没有一项极为突出时，它的败局也就注定了。\n今天特斯拉在新能源汽车行业的地位，就如同苹果手机在手机行业的地位。\n在FSD芯片、Autopilot全栈软件、大数据积累、车载OS、电池管理BMS系统、整车电子架构等方面，特斯拉的优势非常明显。\n目前，特斯拉拥有自己的经销网络、充电站和电池储能技术。由它开创的新能源汽车商业模式受到了资本市场的广泛认可。2020年8月，特斯拉股价冲上2000美元大关，成为全球市值最高的车企。\n相比特斯拉，国内的蔚来汽车、理想汽车和小鹏汽车都属于跟随者。特斯拉打造出一个样板，而其他新能源汽车厂商开始照猫画虎。这就好像当年iPhone4采用了两块强化玻璃夹一个不锈钢框架的“三明治结构”，这个方案后来几乎被所有手机制造商所效仿。\n目前，完成在美国上市的国内造车新势力中，蔚来汽车拥有ES6、ES8、蔚来EC6三款SUV车型。理想只推出一款售价32.8万的理想ONE汽车。小鹏汽车拥有两款车型，一款是SUV G3，14.68万售价起，另一款是售价22.99万的跑车P7。\n有行业人士分析认为，国内这三家造车新势力采取了不同的造车思路，蔚来侧重于资金和品牌，理想走的精机路线，而小鹏汽车是平民路线。大家有没有觉得，这跟当年的国产手机何其相像，当年华为手机主要依托自己的通信背景和硬件产业链，小米主攻互联网模式，主推性价比，而魅族则是誓把工匠精神进行到底。\n02\n软硬件一体化能力是评判新能源车企的关键\n特斯拉的成功开启了新能源汽车的时代。如今，已经没有人怀疑新能源汽车代表未来，是势不可挡的潮流。\n但是，从传统的油车时代过度到新能源汽车时代，表面上看只是能源消耗方式的改变，但实际上却需要互联网和人工智能的加持。这也正是传统车企少有成功的原因。传统汽车的互联网改造只不过在车内加了一个屏幕，本身并不具备互联网的精魄。他们改进后的车子就如同一款外观不错的诺基亚e71，看上去挺漂亮，却不是真正的智能触摸屏。后者随便出来一个HTC G系列就把e71的使用体验甩了几条街。\n区别于传统汽车，新能源汽车的核心竞争力在于软件。汽车硬件产业链已经非常成熟，而软件，尤其是智能联网之后的车机系统决定了用户的驾驶体验。形象的说，用户每更新一次OTA（类似谷歌的GMS以及华为的HMS），就如同更换了一部新车。\n作为开创者，特斯拉已经实现了新能源汽车底层软硬件自主可控，并开始在自家生态中引入第三方应用。特斯拉和苹果的思路很相似，它也希望搭建一个类似于苹果App Store的平台，支持开发人员发布特斯拉汽车的应用和游戏，特斯拉可以直接从这个自创的软件生态中获利。\n与手机行业不同的是，国产手机厂商虽然不能使用苹果的ios，但却有一个不断完善的安卓开源系统可供使用，这就大大缩减了他们的系统开发周期。对于三大造车新势力而言，没有现成的软件系统可供选用。目前他们都在封闭开发自己的车机系统。这种孤独探索风险系数很高，但如果成功，他们获得的收益也将更大。\n造车和做手机还有很多不同的地方。相比手机产业链，汽车产业链要更长更复杂，其中充满了不确定性。用户对于手机这种产品的容错程度相对较高，比如手机卡顿、电池续航短、机身发热、手机病毒等问题，这些问题造成的影响都还在可容忍的范围内。\n而新能源汽车就不同。作为一个新生事物，未来在实际运行过程中，一旦出现电池故障或者遭遇网络攻击，其后果甚至可能导致车毁人亡。这样的事情是每个车主都无法承受的。随着越来越多新能源汽车上路，很多未知的软硬件故障一定在所难免。这样的事情足以将一家造车企业掀翻在地，只是不知道会出在哪家车企身上。\n新能源汽车的门槛显然高于手机，最终决定谁能胜出的关键因素在于谁家的软硬件一体化能力更强。\n因此，尽管目前蔚来、理想、小鹏都已经顺利在美上市，但陆玖财经对此表示谨慎乐观。在陆玖财经看来，新能源汽车是一个巨大的机会，但不是每一家企业都能成功。造车的整个过程充满了不确定性。国内手机市场历经10年，才格局毕现，而新能源汽车市场的比拼只能比这个时间更长。\n过去，顺利上市是一家企业成熟的标志，但是如今，顺利上市对于企业而言，只不过是又融了一轮资。他们踏上了一条更长的、充满不确定性的赛道，单从目前的格局，还远远不能预测最终谁能胜出。\n原因是：从燃油车到新能源车的过度，表面上是汽车动力系统的不同，本质却是汽车的互联网体验和智能化的全面升级。这一过度时间，相比手机的智能化只会更长。而过度阶段所需要的产业链的积累，则更为复杂和全面。过度阶段，不同的软件系统的PK，也会比当年手机智能化过度经历的苹果和谷歌安卓两大系统要复杂得多。","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":970425618,"gmtCreate":1597879122434,"gmtModify":1704217075621,"author":{"id":"3472508819662137","authorId":"3472508819662137","name":"幸福张小凡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472508819662137","idStr":"3472508819662137"},"themes":[],"htmlText":"华为空调和华为的房子才是中国最好的，董明珠再不卖掉格力，就要被华为干掉了","listText":"华为空调和华为的房子才是中国最好的，董明珠再不卖掉格力，就要被华为干掉了","text":"华为空调和华为的房子才是中国最好的，董明珠再不卖掉格力，就要被华为干掉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/970425618","repostId":"2060991961","repostType":2,"isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":227165,"gmtCreate":1532587358504,"gmtModify":1704897825060,"author":{"id":"3472508819662137","authorId":"3472508819662137","name":"幸福张小凡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472508819662137","idStr":"3472508819662137"},"themes":[],"htmlText":"$京东(JD)$477827","listText":"$京东(JD)$477827","text":"$京东(JD)$477827","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/227165","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":286951540531488,"gmtCreate":1711076663567,"gmtModify":1711076718843,"author":{"id":"3472508819662137","authorId":"3472508819662137","name":"幸福张小凡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472508819662137","authorIdStr":"3472508819662137"},"themes":[],"htmlText":"<a 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来源：投资快报社</p><p><font>谭浩俊</font></p><p>两天前，雷军在小米十周年演讲中，回忆了与董明珠的10亿赌局，首次公开承认自己输了，并且很后悔跟董明珠打这个赌。话音刚落，董明珠在回应“如果再跟雷军打赌，赌什么”的问题时，喊话雷军：“格力在空调领域拥有核心技术，现在是走在领先地位，格力要在保持主业不变的情况下，让中国的装备在世界上叫得响!请雷军提出自己行业的目标。”</p><p>也许是因为上次的赌约赢了，董明珠的豪气更足了，再次向雷军发起了赌约，且“赌资”从上次的销售量转向科技创新、税收贡献、股民利益等综合层面，共同推动中国制造业的发展。客观地讲，如果“赌资”能够放到这些方面倒是有些看头的。关键就在于雷军要不要接招，是否还要在明显弱势的情况下，与董明珠再来一次力量比较悬殊的赌博。</p><p>事实上，在上一个5年的赌约中，虽然董明珠赢了，雷军也认账了，但我认为董明珠没胜，在过去5年里，董明珠并没有拿出更多可以让公众眼睛一亮的东西，而是继续维持在老一套的扩张上。其想从事的汽车、芯片等都只是口头上说说，并没有多少实实在在的行动，尤其没有能像空调那样被人高看一头的东西。既然如此，一个老企业与一个新企业打赌，当然就没有多少赢的价值了。</p><p>可以预料，如果小米拓展制造业，其目标可能不仅仅满足于给自己做加工商，而极有可能转型成能够自主设计扣制造芯片的企业，并在现有的基础上跨上一个大大的台阶。到时候，纵然销售量、税收、股民分红等拼不过格力，我们仍然可以认为小米胜了，雷军胜了。董明珠的赢，没有科技含量。</p><p>这也意味着，既然董明珠再次邀约雷军，我倒是希望双方能够来一次创新赌约，董明珠能够在现有主业的基础上，拓展一下芯片的制造和包装，成为能够与华为等配套的企业，能够替代<a href=\"https://laohu8.com/S/TSM\">台积电</a>在这个领域的地位。虽然看起来格力将在华为的阴影下发展，但其所做的贡献，却一点也不比华为小。而华为则可腾出更多精力去进行芯片的设计和开发，去更好地把5G做好，并加快6G的研发步伐。同时，雷军则在自身能力范围内，做好芯片的研发工作，研发出属于小米的芯片技术，而制造和包装，则交给格力。那么，董明珠与雷军之间，就不是赌约双方，而是紧密的合作伙伴。</p><p>与国内企业赌，真的没有意义和价值，赢也好，输也罢，都是自娱自乐。只有把眼光放到世界范围内，挑战不可能，弥补经济发展短板，把那些卡肚子的短板拉长，其所做的贡献才会更大。纵然短期内企业的业绩差一点，只要新的技术出来了，能力增强了，其在资本市场的表现，也会迅速受到投资者的追捧。</p>A股再次爆发，牛市归来？别再错过这一拨大行情，开户上车通道开启！</body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>雷军该不该接招新赌约</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雷军该不该接招新赌约\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-20 02:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/cn/2020-08-20/doc-iivhvpwy1973008.shtml><strong>投资快报社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：雷军该不该接招新赌约 来源：投资快报社谭浩俊两天前，雷军在小米十周年演讲中，回忆了与董明珠的10亿赌局，首次公开承认自己输了，并且很后悔跟董明珠打这个赌。话音刚落，董明珠在回应“如果再跟雷军打赌，赌什么”的问题时，喊话雷军：“格力在空调领域拥有核心技术，现在是走在领先地位，格力要在保持主业不变的情况下，让中国的装备在世界上叫得响!请雷军提出自己行业的目标。”也许是因为上次的赌约赢了，董明珠...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/cn/2020-08-20/doc-iivhvpwy1973008.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f12b119661733c28d5f4849da0bbb42e","relate_stocks":{"KC":"金山云","01810":"小米集团-W"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/cn/2020-08-20/doc-iivhvpwy1973008.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2060991961","content_text":"原标题：雷军该不该接招新赌约 来源：投资快报社谭浩俊两天前，雷军在小米十周年演讲中，回忆了与董明珠的10亿赌局，首次公开承认自己输了，并且很后悔跟董明珠打这个赌。话音刚落，董明珠在回应“如果再跟雷军打赌，赌什么”的问题时，喊话雷军：“格力在空调领域拥有核心技术，现在是走在领先地位，格力要在保持主业不变的情况下，让中国的装备在世界上叫得响!请雷军提出自己行业的目标。”也许是因为上次的赌约赢了，董明珠的豪气更足了，再次向雷军发起了赌约，且“赌资”从上次的销售量转向科技创新、税收贡献、股民利益等综合层面，共同推动中国制造业的发展。客观地讲，如果“赌资”能够放到这些方面倒是有些看头的。关键就在于雷军要不要接招，是否还要在明显弱势的情况下，与董明珠再来一次力量比较悬殊的赌博。事实上，在上一个5年的赌约中，虽然董明珠赢了，雷军也认账了，但我认为董明珠没胜，在过去5年里，董明珠并没有拿出更多可以让公众眼睛一亮的东西，而是继续维持在老一套的扩张上。其想从事的汽车、芯片等都只是口头上说说，并没有多少实实在在的行动，尤其没有能像空调那样被人高看一头的东西。既然如此，一个老企业与一个新企业打赌，当然就没有多少赢的价值了。可以预料，如果小米拓展制造业，其目标可能不仅仅满足于给自己做加工商，而极有可能转型成能够自主设计扣制造芯片的企业，并在现有的基础上跨上一个大大的台阶。到时候，纵然销售量、税收、股民分红等拼不过格力，我们仍然可以认为小米胜了，雷军胜了。董明珠的赢，没有科技含量。这也意味着，既然董明珠再次邀约雷军，我倒是希望双方能够来一次创新赌约，董明珠能够在现有主业的基础上，拓展一下芯片的制造和包装，成为能够与华为等配套的企业，能够替代台积电在这个领域的地位。虽然看起来格力将在华为的阴影下发展，但其所做的贡献，却一点也不比华为小。而华为则可腾出更多精力去进行芯片的设计和开发，去更好地把5G做好，并加快6G的研发步伐。同时，雷军则在自身能力范围内，做好芯片的研发工作，研发出属于小米的芯片技术，而制造和包装，则交给格力。那么，董明珠与雷军之间，就不是赌约双方，而是紧密的合作伙伴。与国内企业赌，真的没有意义和价值，赢也好，输也罢，都是自娱自乐。只有把眼光放到世界范围内，挑战不可能，弥补经济发展短板，把那些卡肚子的短板拉长，其所做的贡献才会更大。纵然短期内企业的业绩差一点，只要新的技术出来了，能力增强了，其在资本市场的表现，也会迅速受到投资者的追捧。A股再次爆发，牛市归来？别再错过这一拨大行情，开户上车通道开启！","news_type":1},"isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":227165,"gmtCreate":1532587358504,"gmtModify":1704897825060,"author":{"id":"3472508819662137","authorId":"3472508819662137","name":"幸福张小凡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472508819662137","authorIdStr":"3472508819662137"},"themes":[],"htmlText":"$京东(JD)$477827","listText":"$京东(JD)$477827","text":"$京东(JD)$477827","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/227165","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}