四喜丸子666的个人主页 - 老虎社区

四喜丸子666

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四喜丸子666

2021-09-26

$Faraday Future(FFIE)$又觉得这只股票明年翻5倍的吗

四喜丸子666

2021-09-26

$Faraday Future(FFIE)$我觉得从现在到到明年底最低会跌倒6快，最高会涨到25

四喜丸子666

2021-09-27

$Faraday Future(FFIE)$你说投这股票有啥逻辑，可以讲一大堆，又是新能源，又是趋势，又是人性，又是机构，又是游资等等，在我眼里已经是几年前的陈词滥调。我感觉大多数买它的都是来看相的，来相相老贾这号人最后是成是败。债还不还的清。

四喜丸子666

2020-09-25

$Zoom(ZM)$，报告首长，空军弹药已装填完毕，请您指示！

四喜丸子666

2020-09-08

$特斯拉(TSLA)$就两个赞。[生气]

四喜丸子666

2021-09-27

$Rocket Lab USA, Inc.(RKLB)$新西兰大火箭🚀

四喜丸子666

2020-09-25

$Zoom(ZM)$报告首长，空军弹药装填完毕，请您指示！

四喜丸子666

2021-09-29

$Rocket Lab USA, Inc.(RKLB)$新西兰大火箭以后还可以承载太空垃圾处理业务，毕竟未来十年随着老马的大火箭成本下降，太空奢华酒店业务搞不好会被提上日程的。在一些方向的创业上，中国的创业者还是少了点浪漫。个人意淫，不构成短期投资建议。😄

四喜丸子666

2020-09-10

$特斯拉(TSLA)$哈哈，大家有赚到吗

四喜丸子666

2020-04-15

$跟谁学(GSX)$今晚洗洗睡吧

四喜丸子666

2021-07-25

$高途(GOTU)$多么刺激

四喜丸子666

2020-09-04

$特斯拉(TSLA)$空到350就做多

四喜丸子666

2020-09-04

$特斯拉(TSLA)$空头必胜

四喜丸子666

2020-08-28

三英战吕布

小鹏、蔚来、理想美股会师，三巨头谁能挑战特斯拉

四喜丸子666

2021-09-27

$Faraday Future(FFIE)$隔壁新西兰大火箭🚀今天吃伟哥了吗

四喜丸子666

2020-09-17

$Snowflake(SNOW)$为啥不能交易，小虎出来说一说

四喜丸子666

2020-09-10

$特斯拉(TSLA)$下半年大家怎么看这股

四喜丸子666

2020-04-15

$跟谁学(GSX)$一场好戏

四喜丸子666

2018-07-04

$百度(BIDU)$开大会股价都起不来吗😄

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>多么刺激","text":"$高途(GOTU)$多么刺激","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177181896","isVote":1,"tweetType":1,"viewCount":1637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978263870,"gmtCreate":1599232090190,"gmtModify":1703818180585,"author":{"id":"3482663075607907","authorId":"3482663075607907","name":"四喜丸子666","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>空到350就做多","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>空到350就做多","text":"$特斯拉(TSLA)$空到350就做多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/978263870","isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978211138,"gmtCreate":1599230772024,"gmtModify":1703818156278,"author":{"id":"3482663075607907","authorId":"3482663075607907","name":"四喜丸子666","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>空头必胜","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>空头必胜","text":"$特斯拉(TSLA)$空头必胜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/978211138","isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":973523869,"gmtCreate":1598571524651,"gmtModify":1704219639670,"author":{"id":"3482663075607907","authorId":"3482663075607907","name":"四喜丸子666","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"三英战吕布","listText":"三英战吕布","text":"三英战吕布","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/973523869","repostId":"1168662955","repostType":2,"repost":{"id":"1168662955","pubTimestamp":1598571094,"share":"https://www.laohu8.com/m/news/1168662955?lang=&edition=full","pubTime":"2020-08-28 07:31","market":"us","language":"zh","title":"小鹏、蔚来、理想美股会师，三巨头谁能挑战特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=1168662955","media":" 电商在线","summary":"终于，小鹏汽车与蔚来、理想在资本市场完成会师，并正式成为登陆美股市场的第三家造车新势力。8月27日晚间，小鹏汽车正式在纽交所上市，证券代码“XPEV”。发行价15美元/股，按照发行价计算，小鹏汽车的市","content":"<blockquote>终于，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>与<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、理想在资本市场完成会师，并正式成为登陆美股市场的第三家造车新势力。</blockquote><p>8月27日晚间，小鹏汽车正式在纽交所上市，证券代码“XPEV”。发行价15美元/股，按照发行价计算，小鹏汽车的市值达到108亿美元，约合人民币743亿。</p><p>“我一口气注册了8个境外证券账户，就为了打新股。”</p><p>第一次参与美股打新的王涵有些激动，按照以往60%以上的中签率，他信心满满，但没想到这次他落空了。</p><p>这只是参与小鹏汽车打新的一个缩影，作为近期大热的IPO，此次中签率要比过往都低。</p><p>相比蔚来和理想，小鹏汽车的上市无疑踩中了天时地利。今年3月来，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨幅超400%，总市值达4013亿美元；蔚来经历了底部反转，成为了市场瞩目的十倍股（短时间内股价上涨10倍），市值242亿美元；理想上市还未满1个月，股价涨幅103%，市值198亿美元。</p><p><img src=\"https://static.tigerbbs.com/4034bf417fb158e1b2030262e300f048\" tg-width=\"840\" tg-height=\"470\"><img src=\"https://static.tigerbbs.com/52300b471c25623faf15e8e1ee6b11c5\" tg-width=\"840\" tg-height=\"470\"><img src=\"https://static.tigerbbs.com/29d62f72a0b0e709abe2aae9636093ea\" tg-width=\"840\" tg-height=\"470\"></p><p>至此，三大造车新势力集结资本市场，也从“造车运动”进入了“造富运动”。但另一面，则是新势力们还未走出亏损，较高的成本投入和尚在发育期的市场，让几家公司都处在“越卖越赔”的泥潭。</p><p>新能源车是典型的资本密集型产业，各家的底气则来自于后方互联网巨头的参与，阿里三次加注小鹏汽车，<a href=\"https://laohu8.com/S/00700\">腾讯</a>帮助蔚来走出“ICU”，王兴一直是给理想打call的有力投资者。</p><p>谁能领先跑出千亿市值，成为中国版特斯拉，值得期待。</p><p><b>01</b></p><p></p><p></p><p><b>汽车界的小米</b></p><p>今晚的敲钟仪式上，雷军被称为何小鹏“亦师亦友”的重要伙伴，并应邀上台。</p><p>何小鹏表示，UC浏览器当年卖给阿里，和阿里一起走很开心，但唯一的遗憾就是没有带当年UC的投资人去敲钟，包括雷军、刘芹、符绩勋等人，如今终于通过小鹏汽车补上了。</p><p><img src=\"https://static.tigerbbs.com/b0d5bd0959de3e98512dda8d38ebe633\" tg-width=\"798\" tg-height=\"532\"></p><p>雷军与何小鹏好友多年，2007年投资其他创办的UC，小鹏汽车成立后雷军所在的顺为资本投资了A1轮和C轮，小米则在去年投资了5000万美元。除了互为股东之外，何小鹏更是多次表示对小米商业模式的肯定，而从某种意义上说，小鹏汽车很像汽车界的小米。</p><p>如果拆解小米的商业模型，它就像三级火箭，第一级是把硬件的产品的毛利压缩到最低，第二级则是建立<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>系统生态的护城河，再通过线上线下直营的店的打通，与用户的生活圈建立长期的粘性，通过规模性、持续性的产品迭代和软件更新来实现延展性收入，从而建立第三级。</p><p>按照何小鹏给小鹏汽车的设计，也是将智能化的软件系统作为其护城河。即通过智能制造，以整车产品作为基础，通过产品迭代来建立用户粘性，然后通过车联网运营，成为盈利的来源。</p><p>数据来看，今年上半年，小鹏收入1.419亿美元，较2019年的同期下降了19%，在亏损上，小鹏较去年同比收窄了59%至1.126亿美元。小鹏收入的主要来源是汽车销售，为1.29亿美元，而汽车销售的成本为1.36亿美元。换句话说——单纯卖车对当前的小鹏来说其实是赔本买卖。</p><p><img src=\"https://static.tigerbbs.com/852a59a3872160792edb70b7f3e8be40\" tg-width=\"1080\" tg-height=\"532\"></p><p>在招股书中，小鹏汽车定义自己为智能汽车，但从定价上看，14-34万的价格区间要明显低于同级别车型。数据显示，2018年11月开始生产G3，截至2020年7月31日，交付量在18741辆G3，第二款车型 P7，于2020年5月开始交付，截至7月31日，已交付1966辆。</p><p>和蔚来汽车高举高打，走纯高端路线，以及<a href=\"https://laohu8.com/S/LI\">理想汽车</a>专研增程式电动车不同，小鹏汽车是从小鹏G3这种十来万的国民家轿开始起步，逐渐向上爬升的。</p><p></p><p></p><p><img src=\"https://static.tigerbbs.com/9c4ef0a73aa9b8ea7ad9276ae5292bd9\" tg-width=\"415\" tg-height=\"160\"></p><p></p><p></p><p>在销售渠道上，小鹏汽车也是采取直营模式。数据显示，截至2020年6月30日，在国内52个城市，共有147家门店和服务中心。其招股书中指出，大部分门店在一二线城市的购物中心，这样的位置能够提高品牌知名度，并且做针对性的网络营销，以低成本的方式吸引客流量。</p><p>从数据上看，研发才是其成本大头。招股书的数据显示，约43%的员工专注于研发，在2019年和截至今年上半年，研发费用分别占公司总收入的89.2%和62.9%。</p><p></p><p></p><p><b>02</b></p><p></p><p></p><p><b>互联网拉开造车运动</b></p><p>智能电动汽车的设计、制造、销售和服务是一个典型的资本密集型行业。</p><p>目前看来，小鹏汽车背后的投资者阵容堪称<a href=\"https://laohu8.com/S/DLX\">豪华</a>，汇聚了高瓴资本、红杉中国等知名创投机构，更有着互联网巨头<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>的支持，并三次入股，成为其第二大股东。</p><p>实际上，蔚来、理想和小鹏这“三驾马车”，也拉开了腾讯、美团和阿里造车运动的三分天下。</p><p>2019年，蔚来汽车走在悬崖边，业绩巨亏，股价跌惨。去年9月，腾讯认购了蔚来发行的2亿美元可转债中的一半，蔚来开始走出低谷，稳步回升。近日，腾讯又将持股比例从15.1%提升至16.3%，跻身“二股东”。</p><p>美团则是理想的有力支持者。2019年理想汽车C轮融资，王兴投了3亿美元；2020年理想汽车D轮融资，王兴投了5亿美元，前后共计8亿美元，获得了23.5%的股权，成为理想汽车的“二股东”。</p><p>小鹏汽车IPO后，创始人何小鹏将持有27.8%的股份并享有58.9%的投票权。</p><p>外部投资方中，阿里巴巴为最大机构投资方，将继续拥有12.7%的股份以及14.9%的投票权。IDG资本、晨兴资本、GGV纪源资本、春华资本将分别持有5.5%、3.7%、3.3%和2.8%的股份。</p><p>互联网造车运动的背后，是广阔的市场空间。</p><p>中国是全球最大的电动汽车市场。根据IHS Markit的报告，中国电动汽车市场占全球电动汽车销量的45.1%，是美国电动汽车市场规模的3.5倍以上。2019—2025年，中国电动汽车销量预计将以29.4%的复合年增长率增长，到2025年将达到420万辆。</p><p></p><p><img src=\"https://static.tigerbbs.com/ed8f101cf24ec45938b3e1616f7dfbb8\" tg-width=\"864\" tg-height=\"495\"></p><p></p><p>其中，小鹏汽车所切入的中高端市场是中国电动汽车市场的最大市场。占2019年销量的47.2%。预计这一细分市场仍将是最大的，到2025年将达到180万台。</p><p>而电动车的市场竞争很大程度上是来自软件服务的竞争。根据IHS Markit的调查，45.7%的中国购车者将车内技术视为一个关键的购买因素，仅次于安全性、车辆规格和燃油经性。</p><p>对于互联网巨头们来说，电动车市场是具有投资价值的富矿，但更重要的是，这里是布局物联网最重要的一环。</p><p></p><p></p><p><b>03</b></p><p><b>小鹏打开的新零售想象</b></p><p>和许多传统车企相比，小鹏更重视线上用户的触达，这也是企业本身智能化的战略定位的重要一环。</p><p>早在2018年，小鹏汽车就成为首个入驻天猫旗舰店的新造车企业。双12当天，小鹏G3在天猫产生预售订单超过150辆。</p><p>而作为股东的阿里巴巴，在小鹏上市首日也送出了“特别”的祝福。8月27日晚，“聚划算百亿补贴”宣布补贴小鹏汽车，限量每台补贴5万元，此外还将给予小鹏所有车型每台2000元的限时购车补贴。</p><p><img src=\"https://static.tigerbbs.com/b00a27eb6fddf50cf22e2ad8f419097a\" tg-width=\"1080\" tg-height=\"829\"></p><p>前一阵的特斯拉与<a href=\"https://laohu8.com/S/PDD\">拼多多</a>的拉锯战，让汽车新零售陷入舆论漩涡，特别是在“百亿补贴”的平台视角下，汽车品牌的直营体系受到挑战。对于特斯拉而言，相比起从拼多多平台获得的新用户，品牌价值和直销体系才是特斯拉的底线。</p><p>但小鹏与阿里的互动，也给出了平台与新能源车的更多想象。</p><p>新能源车有别于传统汽车的复杂车型，构造简单，基本实现标准化生产，在消费者的选择和思考上节省了很多环节。它就像一部长了轮子的大手机，在标准化的外壳下，比拼的是软件的速度和效率。</p><p>而当下的新能源车市场，就像10年前的智能手机市场。在软件研发成本高昂，市场尚未形成规模化之前，智能车的市场空间还处在高端领域，难以触达广泛人群。但通过线上实现了透明的价格+标准化的产品+简化的购买链条，会让新能源汽车的新零售有更大的想象空间。</p><p>何小鹏表示，自己在互联网创业时，信奉的是短跑逻辑：互联网是一快遮百丑，只要你是在某一个领域先跑出来的，那么你的优势就是最大的。</p><p>新零售与智能化的加持下，小鹏能否成为造车新势力跑的最快的那个，值得期待。</p><p></p>","source":"lsy1568620661732","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>小鹏、蔚来、理想美股会师，三巨头谁能挑战特斯拉</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小鹏、蔚来、理想美股会师，三巨头谁能挑战特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-28 07:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/yCTiTzXFbXV7_vJIgwlnlA><strong> 电商在线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>终于，小鹏汽车与蔚来、理想在资本市场完成会师，并正式成为登陆美股市场的第三家造车新势力。8月27日晚间，小鹏汽车正式在纽交所上市，证券代码“XPEV”。发行价15美元/股，按照发行价计算，小鹏汽车的市值达到108亿美元，约合人民币743亿。“我一口气注册了8个境外证券账户，就为了打新股。”第一次参与美股打新的王涵有些激动，按照以往60%以上的中签率，他信心满满，但没想到这次他落空了。这只是参与...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/yCTiTzXFbXV7_vJIgwlnlA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47a50cbb47c4ab67df10947976a26401","relate_stocks":{"TSLA":"特斯拉","LI":"理想汽车","NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://mp.weixin.qq.com/s/yCTiTzXFbXV7_vJIgwlnlA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168662955","content_text":"终于，小鹏汽车与蔚来、理想在资本市场完成会师，并正式成为登陆美股市场的第三家造车新势力。8月27日晚间，小鹏汽车正式在纽交所上市，证券代码“XPEV”。发行价15美元/股，按照发行价计算，小鹏汽车的市值达到108亿美元，约合人民币743亿。“我一口气注册了8个境外证券账户，就为了打新股。”第一次参与美股打新的王涵有些激动，按照以往60%以上的中签率，他信心满满，但没想到这次他落空了。这只是参与小鹏汽车打新的一个缩影，作为近期大热的IPO，此次中签率要比过往都低。相比蔚来和理想，小鹏汽车的上市无疑踩中了天时地利。今年3月来，特斯拉涨幅超400%，总市值达4013亿美元；蔚来经历了底部反转，成为了市场瞩目的十倍股（短时间内股价上涨10倍），市值242亿美元；理想上市还未满1个月，股价涨幅103%，市值198亿美元。至此，三大造车新势力集结资本市场，也从“造车运动”进入了“造富运动”。但另一面，则是新势力们还未走出亏损，较高的成本投入和尚在发育期的市场，让几家公司都处在“越卖越赔”的泥潭。新能源车是典型的资本密集型产业，各家的底气则来自于后方互联网巨头的参与，阿里三次加注小鹏汽车，腾讯帮助蔚来走出“ICU”，王兴一直是给理想打call的有力投资者。谁能领先跑出千亿市值，成为中国版特斯拉，值得期待。01汽车界的小米今晚的敲钟仪式上，雷军被称为何小鹏“亦师亦友”的重要伙伴，并应邀上台。何小鹏表示，UC浏览器当年卖给阿里，和阿里一起走很开心，但唯一的遗憾就是没有带当年UC的投资人去敲钟，包括雷军、刘芹、符绩勋等人，如今终于通过小鹏汽车补上了。雷军与何小鹏好友多年，2007年投资其他创办的UC，小鹏汽车成立后雷军所在的顺为资本投资了A1轮和C轮，小米则在去年投资了5000万美元。除了互为股东之外，何小鹏更是多次表示对小米商业模式的肯定，而从某种意义上说，小鹏汽车很像汽车界的小米。如果拆解小米的商业模型，它就像三级火箭，第一级是把硬件的产品的毛利压缩到最低，第二级则是建立智能系统生态的护城河，再通过线上线下直营的店的打通，与用户的生活圈建立长期的粘性，通过规模性、持续性的产品迭代和软件更新来实现延展性收入，从而建立第三级。按照何小鹏给小鹏汽车的设计，也是将智能化的软件系统作为其护城河。即通过智能制造，以整车产品作为基础，通过产品迭代来建立用户粘性，然后通过车联网运营，成为盈利的来源。数据来看，今年上半年，小鹏收入1.419亿美元，较2019年的同期下降了19%，在亏损上，小鹏较去年同比收窄了59%至1.126亿美元。小鹏收入的主要来源是汽车销售，为1.29亿美元，而汽车销售的成本为1.36亿美元。换句话说——单纯卖车对当前的小鹏来说其实是赔本买卖。在招股书中，小鹏汽车定义自己为智能汽车，但从定价上看，14-34万的价格区间要明显低于同级别车型。数据显示，2018年11月开始生产G3，截至2020年7月31日，交付量在18741辆G3，第二款车型 P7，于2020年5月开始交付，截至7月31日，已交付1966辆。和蔚来汽车高举高打，走纯高端路线，以及理想汽车专研增程式电动车不同，小鹏汽车是从小鹏G3这种十来万的国民家轿开始起步，逐渐向上爬升的。在销售渠道上，小鹏汽车也是采取直营模式。数据显示，截至2020年6月30日，在国内52个城市，共有147家门店和服务中心。其招股书中指出，大部分门店在一二线城市的购物中心，这样的位置能够提高品牌知名度，并且做针对性的网络营销，以低成本的方式吸引客流量。从数据上看，研发才是其成本大头。招股书的数据显示，约43%的员工专注于研发，在2019年和截至今年上半年，研发费用分别占公司总收入的89.2%和62.9%。02互联网拉开造车运动智能电动汽车的设计、制造、销售和服务是一个典型的资本密集型行业。目前看来，小鹏汽车背后的投资者阵容堪称豪华，汇聚了高瓴资本、红杉中国等知名创投机构，更有着互联网巨头阿里巴巴的支持，并三次入股，成为其第二大股东。实际上，蔚来、理想和小鹏这“三驾马车”，也拉开了腾讯、美团和阿里造车运动的三分天下。2019年，蔚来汽车走在悬崖边，业绩巨亏，股价跌惨。去年9月，腾讯认购了蔚来发行的2亿美元可转债中的一半，蔚来开始走出低谷，稳步回升。近日，腾讯又将持股比例从15.1%提升至16.3%，跻身“二股东”。美团则是理想的有力支持者。2019年理想汽车C轮融资，王兴投了3亿美元；2020年理想汽车D轮融资，王兴投了5亿美元，前后共计8亿美元，获得了23.5%的股权，成为理想汽车的“二股东”。小鹏汽车IPO后，创始人何小鹏将持有27.8%的股份并享有58.9%的投票权。外部投资方中，阿里巴巴为最大机构投资方，将继续拥有12.7%的股份以及14.9%的投票权。IDG资本、晨兴资本、GGV纪源资本、春华资本将分别持有5.5%、3.7%、3.3%和2.8%的股份。互联网造车运动的背后，是广阔的市场空间。中国是全球最大的电动汽车市场。根据IHS Markit的报告，中国电动汽车市场占全球电动汽车销量的45.1%，是美国电动汽车市场规模的3.5倍以上。2019—2025年，中国电动汽车销量预计将以29.4%的复合年增长率增长，到2025年将达到420万辆。其中，小鹏汽车所切入的中高端市场是中国电动汽车市场的最大市场。占2019年销量的47.2%。预计这一细分市场仍将是最大的，到2025年将达到180万台。而电动车的市场竞争很大程度上是来自软件服务的竞争。根据IHS Markit的调查，45.7%的中国购车者将车内技术视为一个关键的购买因素，仅次于安全性、车辆规格和燃油经性。对于互联网巨头们来说，电动车市场是具有投资价值的富矿，但更重要的是，这里是布局物联网最重要的一环。03小鹏打开的新零售想象和许多传统车企相比，小鹏更重视线上用户的触达，这也是企业本身智能化的战略定位的重要一环。早在2018年，小鹏汽车就成为首个入驻天猫旗舰店的新造车企业。双12当天，小鹏G3在天猫产生预售订单超过150辆。而作为股东的阿里巴巴，在小鹏上市首日也送出了“特别”的祝福。8月27日晚，“聚划算百亿补贴”宣布补贴小鹏汽车，限量每台补贴5万元，此外还将给予小鹏所有车型每台2000元的限时购车补贴。前一阵的特斯拉与拼多多的拉锯战，让汽车新零售陷入舆论漩涡，特别是在“百亿补贴”的平台视角下，汽车品牌的直营体系受到挑战。对于特斯拉而言，相比起从拼多多平台获得的新用户，品牌价值和直销体系才是特斯拉的底线。但小鹏与阿里的互动，也给出了平台与新能源车的更多想象。新能源车有别于传统汽车的复杂车型，构造简单，基本实现标准化生产，在消费者的选择和思考上节省了很多环节。它就像一部长了轮子的大手机，在标准化的外壳下，比拼的是软件的速度和效率。而当下的新能源车市场，就像10年前的智能手机市场。在软件研发成本高昂，市场尚未形成规模化之前，智能车的市场空间还处在高端领域，难以触达广泛人群。但通过线上实现了透明的价格+标准化的产品+简化的购买链条，会让新能源汽车的新零售有更大的想象空间。何小鹏表示，自己在互联网创业时，信奉的是短跑逻辑：互联网是一快遮百丑，只要你是在某一个领域先跑出来的，那么你的优势就是最大的。新零售与智能化的加持下，小鹏能否成为造车新势力跑的最快的那个，值得期待。","news_type":1},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866885090,"gmtCreate":1632753465510,"gmtModify":1632792847970,"author":{"id":"3482663075607907","authorId":"3482663075607907","name":"四喜丸子666","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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