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maxq
04-18
3月不是德国工厂应为供电站问题停产了几周吗
抱歉,原内容已删除
maxq
2023-07-21
$特斯拉(TSLA)$
盘前盘后怎么买不了了,我早上抄底一直不能成交
maxq
2023-07-21
$特斯拉(TSLA)$
为什么盘前盘后不能买了,我盘后挂的单价格到了成交不了
maxq
2022-03-01
乌俄吸引了环保组织的注意力,环保组织消停了!
maxq
2022-01-26
$蓝城兄弟(BLCT)$
听说blud开始做直播带货功能了,股价应该会涨点吧!
maxq
2021-10-29
$蓝城兄弟(BLCT)$
什么时候出财报?
maxq
2021-06-29
$蓝城兄弟(BLCT)$
直播什么时候可以带货,现在蓝城的直播都不能带货!
maxq
2021-04-22
我觉得下次那个女车主可以跳到车顶上喊,特斯拉数据造假😄
@回心转意:
$特斯拉(TSLA)$
特斯拉的数据显示,这位大爷在飙车。前面30分钟里,多次干到100再干到0,最后一下没反应过来,撞了。为什么现在才公布数据?之前特斯拉已经说了,司机超速,开到118,女的不信。既然大家都不相信,就没必要公开全部数据了。现在是逼不得已,那就公开吧。等到后面更多数据公开,路边监控什么的。我相信特斯拉这么一搞,知名度上升了,大家的信任也更高了。特斯拉赚了。
maxq
2021-04-21
她是负责公关的,还是先干好自己的本质工作!
抱歉,原内容已删除
maxq
2021-04-20
问题是应该把真相调查清楚,给大家一个交代
抱歉,原内容已删除
maxq
2020-02-04
$特斯拉(TSLA)$
估计沙特阿拉伯主权财富基金后悔死了!
maxq
2018-07-10
$小米集团-W(01810)$为什么我的被系统平仓了,昨天3点后没有看盘。刚刚发现昨天被平仓了,还亏钱。我说申购的,也有一倍的保证金。太坑了吧!
去老虎APP查看更多动态
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23:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>特斯拉微博:特斯拉尊重并坚定服从政府各相关部门的决定,尊重消费者,遵守法律法规,坚决坚定地积极配合政府各相关部门的所有调查。为此,我们已成立专门处理小组,专事专办,努力在合规合法的情况下,尽全力的满足车主诉求,争取让车主满意。</p>\n<p><img src=\"https://static.tigerbbs.com/55d6b8a28a802985bb395cc09f310f61\" tg-width=\"512\" tg-height=\"600\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100147810","content_text":"特斯拉微博:特斯拉尊重并坚定服从政府各相关部门的决定,尊重消费者,遵守法律法规,坚决坚定地积极配合政府各相关部门的所有调查。为此,我们已成立专门处理小组,专事专办,努力在合规合法的情况下,尽全力的满足车主诉求,争取让车主满意。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2440,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3538182554979547","authorId":"3538182554979547","name":"如下","avatar":"https://static.tigerbbs.com/ace8da452b181e90404b43523c6aa0ca","crmLevel":2,"crmLevelSwitch":0,"idStr":"3538182554979547","authorIdStr":"3538182554979547"},"content":"永远不會有有真相;370航班一样;这就是美國;国人应该醒醒","text":"永远不會有有真相;370航班一样;这就是美國;国人应该醒醒","html":"永远不會有有真相;370航班一样;这就是美國;国人应该醒醒"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":200324915601416,"gmtCreate":1689932356333,"gmtModify":1689932357550,"author":{"id":"3485324447450835","authorId":"3485324447450835","name":"maxq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485324447450835","authorIdStr":"3485324447450835"},"themes":[],"htmlText":"<a 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估计沙特阿拉伯主权财富基金后悔死了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/915660609","isVote":1,"tweetType":1,"viewCount":1887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296553962237976,"gmtCreate":1713438580451,"gmtModify":1713438582508,"author":{"id":"3485324447450835","authorId":"3485324447450835","name":"maxq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485324447450835","authorIdStr":"3485324447450835"},"themes":[],"htmlText":"3月不是德国工厂应为供电站问题停产了几周吗","listText":"3月不是德国工厂应为供电站问题停产了几周吗","text":"3月不是德国工厂应为供电站问题停产了几周吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296553962237976","repostId":"1119520032","repostType":2,"repost":{"id":"1119520032","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1713437520,"share":"https://www.laohu8.com/m/news/1119520032?lang=&edition=full","pubTime":"2024-04-18 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18:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>欧洲汽车制造商协会:欧盟3月汽车销量创16个月来最大跌幅,3月特斯拉在欧盟的新车登记量下降 30%。</p><p>欧盟3月份纯电动汽车注册量下降11%,至134,400辆;欧盟纯电动汽车市场份额从去年同期的14%降至13%。</p><p>截至发稿,特斯拉盘前跌近1.5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46354c0d0e96fdc4e48f8f593cb3aec5\" tg-width=\"450\" tg-height=\"127\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119520032","content_text":"欧洲汽车制造商协会:欧盟3月汽车销量创16个月来最大跌幅,3月特斯拉在欧盟的新车登记量下降 30%。欧盟3月份纯电动汽车注册量下降11%,至134,400辆;欧盟纯电动汽车市场份额从去年同期的14%降至13%。截至发稿,特斯拉盘前跌近1.5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378844064,"gmtCreate":1619018148458,"gmtModify":1619018148458,"author":{"id":"3485324447450835","authorId":"3485324447450835","name":"maxq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485324447450835","authorIdStr":"3485324447450835"},"themes":[],"htmlText":"她是负责公关的,还是先干好自己的本质工作!","listText":"她是负责公关的,还是先干好自己的本质工作!","text":"她是负责公关的,还是先干好自己的本质工作!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378844064","repostId":"2129877342","repostType":2,"repost":{"id":"2129877342","kind":"news","pubTimestamp":1619016172,"share":"https://www.laohu8.com/m/news/2129877342?lang=&edition=full","pubTime":"2021-04-21 22:42","market":"us","language":"zh","title":"风暴眼中的陶琳:特斯拉应对质疑的最佳方式就是做好产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2129877342","media":"盖世汽车资讯","summary":"面对这场突如其来的维权风暴,特斯拉副总裁陶琳犹如身处风暴中最为平静的风暴眼,依旧在事件发生后的一小时保持着冷静、客观的态度,与我们去讨论与特斯拉、中国市场、供应链相关的话题,在她看来,“特斯拉应对质疑的最佳方式就是做好产品。”面对车展媒体日首日便遇到意外事件,陶琳并不感到意外,毕竟特斯拉的发展历程就是不断被质疑的历程,应对这些质疑的最好方式就是做好产品,以证明品牌最初选择的方向是正确的。","content":"<html><body><article><p>4月19日对于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>来讲不是一个幸运日。一位河南女车主出人意料地突破层层安保,大闹上海车展特斯拉展台,成为当天刷爆朋友圈的闹剧。尽管展台招致好事者围观,舆论上也再次被过度维权推上风口浪尖。面对这场突如其来的维权风暴,特斯拉副总裁陶琳犹如身处风暴中最为平静的风暴眼,依旧在事件发生后的一小时保持着冷静、客观的态度,与我们去讨论与特斯拉、中国市场、供应链相关的话题,在她看来,“特斯拉应对质疑的最佳方式就是做好产品。”</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13439441733/0\"/><p>特斯拉公司副总裁 陶琳女士(图片来源:特斯拉)</p><p><strong>把精力花在营销宣传上不是特斯拉最优的选择</strong></p><p>从特斯拉7年前首次在华交付开始,这个品牌经历了相当长一段被神化的时间。无论是高调的马斯克,还是具备前瞻性的产品,绝大多数时间里都处于媒体与公众倍加推崇的高光时刻。但中国有句老话“木秀于林,风必摧之”,说得再通俗一些,那就是“枪打出头鸟”。随着在华销量激增,随着产品线越来越丰富,从百万级别市场开始抢食二三十万元价格区间的市场份额,特斯拉逐渐被妖魔化,许多看上去合理或不合理的负面新闻开始在坊间传播。按照车企的常规操作,特斯拉应该拿出一大笔公关费用去“洗白”自己或是去营造正面声量,但是特斯拉选择了另一种方式,用陶琳的话来说就是:“我们觉得不可能把精力花在这些事情上面,这不是最优的选择。”</p><p>神化特斯拉与妖魔化特斯拉的背后,其实是重合度非常高的一群人。陶琳坦言,特斯拉在营销宣传上投入的资源与其他车企相比是比较少的,所以难免会有外部环境不够友好的感觉。至于发生上海车展上这样的事情,陶琳认为背后的原因很复杂,不会只是简简单单个人的事情,可能会有各种各样的因素,甚至会是一些与竞争有关的原因。但无论其原因如何,陶琳依旧坚持不会在营销宣传方面倾注过多资源。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13439441734/0\"/><p>特斯拉在中国销量最好的车型Model 3,也是此次车展风波的当事车辆(图片来源:特斯拉)</p><p>不在营销宣传上投入过多资源,并不等于特斯拉不看重用户对于品牌和产品的认知。陶琳眼中那些在网络上参与到特斯拉负面新闻讨论中的个体,很可能并不一定真的开过特斯拉的产品,也可能没有接触过<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>网联汽车,只是被自己在不同渠道接触到的信息所影响。但她坚信,随着新能源汽车的消费群体越来越大,很多曾经间接形成的错误认知会转变成为客观的认知。这一信心来自于特斯拉的客户转化数据:从一个陌生客户进店,经过试驾体验之后对特斯拉产品形成认可的比例已经超过60%。陶琳和自己的同事们一样坚信即便用户是出于负面新闻的影响产生了来看一看的想法,特斯拉的产品依旧有能力让他们黑转路、路转粉,毕竟好的产品自己会说话。面对车展媒体日首日便遇到意外事件,陶琳并不感到意外,毕竟特斯拉的发展历程就是不断被质疑的历程,应对这些质疑的最好方式就是做好产品,以证明品牌最初选择的方向是正确的。</p><p><strong>新能源车企之间不存在竞争,都在做教育市场的工作</strong></p><p>特斯拉不与友商们在市场上去比营销与广告的投入,却也有着默默去对比的方向。陶琳认为,在中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车市场的高速发展中,友商之间要比的是如何让自己的产品适合市场的需求,比的是企业的一把手对底层技术逻辑的判断和对市场的判断,以及对消费者真正需求的判断。而这也正是特斯拉信心满满之处,因为过去的若干年间,特斯拉一直在尽全部的努力把所有的资源都用在做好这一件事上。</p><p>做好这样一件事,特斯拉在中国用了7年的时间。</p><p>7年里,特斯拉在中国的用户已经从最早一批交付的极客们变成了普通消费者,它的产品也已经成为很多家庭购车的正常需求,从小众人群的需求真正地进入到大众消费者购车时的考虑范围,这既是中国新能源汽车用户群体的变化,也是陶琳眼中特斯拉在华7年取得的最大成功。7年前,第一批特斯拉车主热衷于和朋友分享一脚电门踩到底到来的推背感,7年后,越来越多的特斯拉车主乐于分享的则是与智能操作系统和FSD带来的便捷,这是特斯拉产品的成功,也是社会进步的一个方向。站在当下,很多新能源汽车消费者不再是从燃油车转化而来的用户,而是将自己人生中第一次购车的目标锁定了特斯拉或是其他新能源品牌,这是特斯拉的成功,也是中国所有新能源汽车品牌的成功。</p><p>7年间,特斯拉的在华销量以狂飙的姿态在攀升,但陶琳却觉得当下的新能源车市场相较于燃油车而言依旧是一个非常小的市场。在她看来,新能源车企之间不存在竞争对手的概念,大家都在做教育市场的工作,都在帮助消费者接受这种新的出行工具。她相信中国的新能源汽车市场容量会飞速增长,而不是市场总量不变友商之间的销量只是此消彼长的状态,只要产品是过硬的且能满足某一个细分市场的需求,销量就会随着市场容量的增长而增长。只有越来越多的企业进入新能源汽车这个领域,才会证明特斯拉当初的选择是正确的。</p><p>7年前,特斯拉认为电动车和智能汽车会是未来的发展方向,并没有得到太多人的认可。时至今日,越来越的企业认可了车不仅仅是一个交通工具,更应该是一个智能终端,市场最终认可了特斯拉对于技术路线的判断。很多新能源车企在推出新车时都会提出对标特斯拉,甚至声称自己要做“特斯拉杀手”,陶琳相信市场也会在未来证明特斯拉与其他新能源车企之间可以共同成长。</p><p><strong>电动车已经完全可以代替燃油车,目前缺的只是产能和好的供应链</strong></p><p>和每一个特斯拉员工一样,陶琳对于电动车的未来充满信心,尤其是对特斯拉的产品与技术充满信心。她坚定地认为:“从产品本身来讲,今天的特斯拉已经可以从各个方面替代燃油车,而且性价比可能更好。目前欠缺的只是产能和好的供应链,以及完善的配套产品。”</p><img src=\"http://inews.gtimg.com/newsapp_match/0/11677898911/0\"/><p>上海超级工厂电池模组&电池包生产线 (图片来源:特斯拉)</p><p>特斯拉在去年四季度财报中提到,上海超级工厂的年产能有能力维持在25万辆以上。目前Model 3的产能已经处于满负荷状态,但陶琳认为上海工厂的产能还有很大提升空间。如果使用公开数据进行推算,将上海超级工厂的面积、产能与产量进行运算,再与其他车企的工厂单位面积与产能进行对比,就会发现特斯拉的利用率已经极高。特斯拉采取的方案是从底层逻辑提升效率,所以其产能也超过了传统认知中工厂产能的上限。至于传说中的第二工厂,会出现在特斯拉的在华业务规划之中,但陶琳否认了此前外媒关于已经选址重庆的报道。</p><p>有趣的是,特斯拉并不会将自己的上海超级工厂宣传为智能工厂。在陶琳眼中,智能的目的归根结底是为了提升效率,而上海超级工厂的智能化程度已经非常高了。生产制造的流程应该是越简洁越好,而不是人为地将其复杂化,陶琳对有些工厂为了智能化而去增加很多打着智能化标签的流程很是不以为然,认为这反而降低了工厂的效率,使其本末倒置。在特斯拉的定义中,智能只是为了实现更高的效率,而非只是成为宣传的一个噱头。</p><p>根据陶琳的介绍,目前特斯拉上海超级工厂除满足中国本土销售需求之外,还承载了特斯拉全世界范围内绝大部分Model 3的生产,已经在向欧洲、日本等地出口,下一个目标会是东南亚的几个国家。</p><p>至于特斯拉供应链的本土化问题,去年曾有关于“2020年底实现100%国产化”的误读,在被问及Model 3与Model Y当下的国产化程度时,陶琳表示前者的国产化比例已经超过85%,后者的国产化比例也在逐渐上升。特斯拉在中国有着本土化程度非常高的供应链体系,目前除芯片等关键部件之外,已经都实现了本土化的进程。在未来,如果本土供应链能够继续发力,或许陶琳就不会再有电动车代替燃油车只缺好的供应链的感慨了。</p><p><strong>写在最后</strong></p><p>这次上海车展对于特斯拉和陶琳而言会是一次不愉快且难忘的记忆,但是我们也有机会看到,或许外部环境会有各种压力,但特斯拉依旧在向既定的方向坚定前行。舆论风暴终将过去,风暴眼中的陶琳依旧会以做好产品的形式应对外界的质疑。</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>风暴眼中的陶琳:特斯拉应对质疑的最佳方式就是做好产品</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风暴眼中的陶琳:特斯拉应对质疑的最佳方式就是做好产品\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 22:42 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104212246547b72573d&s=b><strong>盖世汽车资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月19日对于特斯拉来讲不是一个幸运日。一位河南女车主出人意料地突破层层安保,大闹上海车展特斯拉展台,成为当天刷爆朋友圈的闹剧。尽管展台招致好事者围观,舆论上也再次被过度维权推上风口浪尖。面对这场突如其来的维权风暴,特斯拉副总裁陶琳犹如身处风暴中最为平静的风暴眼,依旧在事件发生后的一小时保持着冷静、客观的态度,与我们去讨论与特斯拉、中国市场、供应链相关的话题,在她看来,“特斯拉应对质疑的最佳方式...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104212246547b72573d&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/470c7cb7483c270761f6679ffa0ee057","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104212246547b72573d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2129877342","content_text":"4月19日对于特斯拉来讲不是一个幸运日。一位河南女车主出人意料地突破层层安保,大闹上海车展特斯拉展台,成为当天刷爆朋友圈的闹剧。尽管展台招致好事者围观,舆论上也再次被过度维权推上风口浪尖。面对这场突如其来的维权风暴,特斯拉副总裁陶琳犹如身处风暴中最为平静的风暴眼,依旧在事件发生后的一小时保持着冷静、客观的态度,与我们去讨论与特斯拉、中国市场、供应链相关的话题,在她看来,“特斯拉应对质疑的最佳方式就是做好产品。”特斯拉公司副总裁 陶琳女士(图片来源:特斯拉)把精力花在营销宣传上不是特斯拉最优的选择从特斯拉7年前首次在华交付开始,这个品牌经历了相当长一段被神化的时间。无论是高调的马斯克,还是具备前瞻性的产品,绝大多数时间里都处于媒体与公众倍加推崇的高光时刻。但中国有句老话“木秀于林,风必摧之”,说得再通俗一些,那就是“枪打出头鸟”。随着在华销量激增,随着产品线越来越丰富,从百万级别市场开始抢食二三十万元价格区间的市场份额,特斯拉逐渐被妖魔化,许多看上去合理或不合理的负面新闻开始在坊间传播。按照车企的常规操作,特斯拉应该拿出一大笔公关费用去“洗白”自己或是去营造正面声量,但是特斯拉选择了另一种方式,用陶琳的话来说就是:“我们觉得不可能把精力花在这些事情上面,这不是最优的选择。”神化特斯拉与妖魔化特斯拉的背后,其实是重合度非常高的一群人。陶琳坦言,特斯拉在营销宣传上投入的资源与其他车企相比是比较少的,所以难免会有外部环境不够友好的感觉。至于发生上海车展上这样的事情,陶琳认为背后的原因很复杂,不会只是简简单单个人的事情,可能会有各种各样的因素,甚至会是一些与竞争有关的原因。但无论其原因如何,陶琳依旧坚持不会在营销宣传方面倾注过多资源。特斯拉在中国销量最好的车型Model 3,也是此次车展风波的当事车辆(图片来源:特斯拉)不在营销宣传上投入过多资源,并不等于特斯拉不看重用户对于品牌和产品的认知。陶琳眼中那些在网络上参与到特斯拉负面新闻讨论中的个体,很可能并不一定真的开过特斯拉的产品,也可能没有接触过智能网联汽车,只是被自己在不同渠道接触到的信息所影响。但她坚信,随着新能源汽车的消费群体越来越大,很多曾经间接形成的错误认知会转变成为客观的认知。这一信心来自于特斯拉的客户转化数据:从一个陌生客户进店,经过试驾体验之后对特斯拉产品形成认可的比例已经超过60%。陶琳和自己的同事们一样坚信即便用户是出于负面新闻的影响产生了来看一看的想法,特斯拉的产品依旧有能力让他们黑转路、路转粉,毕竟好的产品自己会说话。面对车展媒体日首日便遇到意外事件,陶琳并不感到意外,毕竟特斯拉的发展历程就是不断被质疑的历程,应对这些质疑的最好方式就是做好产品,以证明品牌最初选择的方向是正确的。新能源车企之间不存在竞争,都在做教育市场的工作特斯拉不与友商们在市场上去比营销与广告的投入,却也有着默默去对比的方向。陶琳认为,在中国新能源汽车市场的高速发展中,友商之间要比的是如何让自己的产品适合市场的需求,比的是企业的一把手对底层技术逻辑的判断和对市场的判断,以及对消费者真正需求的判断。而这也正是特斯拉信心满满之处,因为过去的若干年间,特斯拉一直在尽全部的努力把所有的资源都用在做好这一件事上。做好这样一件事,特斯拉在中国用了7年的时间。7年里,特斯拉在中国的用户已经从最早一批交付的极客们变成了普通消费者,它的产品也已经成为很多家庭购车的正常需求,从小众人群的需求真正地进入到大众消费者购车时的考虑范围,这既是中国新能源汽车用户群体的变化,也是陶琳眼中特斯拉在华7年取得的最大成功。7年前,第一批特斯拉车主热衷于和朋友分享一脚电门踩到底到来的推背感,7年后,越来越多的特斯拉车主乐于分享的则是与智能操作系统和FSD带来的便捷,这是特斯拉产品的成功,也是社会进步的一个方向。站在当下,很多新能源汽车消费者不再是从燃油车转化而来的用户,而是将自己人生中第一次购车的目标锁定了特斯拉或是其他新能源品牌,这是特斯拉的成功,也是中国所有新能源汽车品牌的成功。7年间,特斯拉的在华销量以狂飙的姿态在攀升,但陶琳却觉得当下的新能源车市场相较于燃油车而言依旧是一个非常小的市场。在她看来,新能源车企之间不存在竞争对手的概念,大家都在做教育市场的工作,都在帮助消费者接受这种新的出行工具。她相信中国的新能源汽车市场容量会飞速增长,而不是市场总量不变友商之间的销量只是此消彼长的状态,只要产品是过硬的且能满足某一个细分市场的需求,销量就会随着市场容量的增长而增长。只有越来越多的企业进入新能源汽车这个领域,才会证明特斯拉当初的选择是正确的。7年前,特斯拉认为电动车和智能汽车会是未来的发展方向,并没有得到太多人的认可。时至今日,越来越的企业认可了车不仅仅是一个交通工具,更应该是一个智能终端,市场最终认可了特斯拉对于技术路线的判断。很多新能源车企在推出新车时都会提出对标特斯拉,甚至声称自己要做“特斯拉杀手”,陶琳相信市场也会在未来证明特斯拉与其他新能源车企之间可以共同成长。电动车已经完全可以代替燃油车,目前缺的只是产能和好的供应链和每一个特斯拉员工一样,陶琳对于电动车的未来充满信心,尤其是对特斯拉的产品与技术充满信心。她坚定地认为:“从产品本身来讲,今天的特斯拉已经可以从各个方面替代燃油车,而且性价比可能更好。目前欠缺的只是产能和好的供应链,以及完善的配套产品。”上海超级工厂电池模组&电池包生产线 (图片来源:特斯拉)特斯拉在去年四季度财报中提到,上海超级工厂的年产能有能力维持在25万辆以上。目前Model 3的产能已经处于满负荷状态,但陶琳认为上海工厂的产能还有很大提升空间。如果使用公开数据进行推算,将上海超级工厂的面积、产能与产量进行运算,再与其他车企的工厂单位面积与产能进行对比,就会发现特斯拉的利用率已经极高。特斯拉采取的方案是从底层逻辑提升效率,所以其产能也超过了传统认知中工厂产能的上限。至于传说中的第二工厂,会出现在特斯拉的在华业务规划之中,但陶琳否认了此前外媒关于已经选址重庆的报道。有趣的是,特斯拉并不会将自己的上海超级工厂宣传为智能工厂。在陶琳眼中,智能的目的归根结底是为了提升效率,而上海超级工厂的智能化程度已经非常高了。生产制造的流程应该是越简洁越好,而不是人为地将其复杂化,陶琳对有些工厂为了智能化而去增加很多打着智能化标签的流程很是不以为然,认为这反而降低了工厂的效率,使其本末倒置。在特斯拉的定义中,智能只是为了实现更高的效率,而非只是成为宣传的一个噱头。根据陶琳的介绍,目前特斯拉上海超级工厂除满足中国本土销售需求之外,还承载了特斯拉全世界范围内绝大部分Model 3的生产,已经在向欧洲、日本等地出口,下一个目标会是东南亚的几个国家。至于特斯拉供应链的本土化问题,去年曾有关于“2020年底实现100%国产化”的误读,在被问及Model 3与Model Y当下的国产化程度时,陶琳表示前者的国产化比例已经超过85%,后者的国产化比例也在逐渐上升。特斯拉在中国有着本土化程度非常高的供应链体系,目前除芯片等关键部件之外,已经都实现了本土化的进程。在未来,如果本土供应链能够继续发力,或许陶琳就不会再有电动车代替燃油车只缺好的供应链的感慨了。写在最后这次上海车展对于特斯拉和陶琳而言会是一次不愉快且难忘的记忆,但是我们也有机会看到,或许外部环境会有各种压力,但特斯拉依旧在向既定的方向坚定前行。舆论风暴终将过去,风暴眼中的陶琳依旧会以做好产品的形式应对外界的质疑。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636791028,"gmtCreate":1646091768790,"gmtModify":1646091768790,"author":{"id":"3485324447450835","authorId":"3485324447450835","name":"maxq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485324447450835","authorIdStr":"3485324447450835"},"themes":[],"htmlText":"乌俄吸引了环保组织的注意力,环保组织消停了!","listText":"乌俄吸引了环保组织的注意力,环保组织消停了!","text":"乌俄吸引了环保组织的注意力,环保组织消停了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636791028","isVote":1,"tweetType":1,"viewCount":1356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}