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hanson312
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IP属地:山东
37
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热门
hanson312
2022-04-06
$特斯拉(TSLA)$
真假?
hanson312
2020-07-16
$Zoom(ZM)$
tiktok被封,这个有没有风险
hanson312
2019-05-17
$蔚来(NIO)$ 节选部分,等待结果,相信蔚来的态度,技术部分目前忐忑
hanson312
2020-07-18
$蔚来(NIO)$
腾讯增持股价平均多少
hanson312
2019-12-03
$蔚来(NIO)$
提前走漏了什么消息么
hanson312
2019-09-23
$优信(UXIN)$
这几个做空了整整两周,今天终于绿了
hanson312
2020-02-29
$流利说(LAIX)$
买一411,我卖411,为何成交不了,今晚好几次了
hanson312
2020-01-07
$流利说(LAIX)$
看涨看跌,都裁掉了财报也会好吧
hanson312
2020-07-28
$老虎证券(TIGR)$
二季度财报大概是?
hanson312
2020-06-11
$蔚来(NIO)$
无法下单,提示待提交的状态?
hanson312
2019-08-22
$跟谁学(GSX)$刚好把唯品会的坑填回来了
hanson312
2019-01-21
$药明康德(02359)$发生了什么事情
hanson312
2020-08-31
$理想汽车(LI)$
为什么还是提示不能做空,但每次都能卖到....
hanson312
2020-06-22
$猎豹移动(CMCM)$
这个盘前40%涨幅,怎么算出来的
hanson312
2019-11-26
$蔚来(NIO)$
所以财报的新闻是个误会么
hanson312
2019-10-25
$有道(DAO)$
朋友圈转
hanson312
2021-11-10
蔚来车主,表示说的很中肯
抱歉,原内容已删除
hanson312
2021-08-14
$蔚来(NIO)$
最近不太平呀,ec6还没有公布结果,就被扣上了新帽子,持股发抖中
hanson312
2020-04-03
$瑞幸咖啡(LK)$
赌场开盘了,买定离手
去老虎APP查看更多动态
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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\">\nNio China to Receive $470.6 Billion Investment From Strategic Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2024-09-30 20:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Nio (NIO) said Monday its Nio China subsidiary will receive 3.3 billion Chinese renminbi ($470.6 million) in strategic investments from Hefei Jianheng New Energy Automobile Investment Fund Partnership, Anhui Provincial Emerging Industry Investment, and CS Capital, for newly issued shares.</p><p>At the same time, NIO said it will invest 10 billion renminbi cash for the new shares of NIO China.</p><p>Upon completion of the transaction, NIO, a smart electric vehicle manufacturer which currently holds a 92.1% interest in NIO China, will hold an 88.3% controlling interest in it, while the other investors will hold the remaining 11.7%.</p><p>Under terms of the deal, NIO said it has the right to invest an additional 20 billion renminbi in shares of NIO China by Dec. 31, 2025.</p><p>The transaction is subject to regulatory approval.</p><p>Price: 7.36, Change: +0.84, Percent Change: +12.88</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4585":"ETF&股票定投概念","NIO.SI":"蔚来","BK4211":"区域性银行","BK4509":"腾讯概念","BK4588":"碎股","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","NIO":"蔚来","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4574":"无人驾驶","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","09866":"蔚来-SW","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK6125":"汽车制造商","ISBC":"投资者银行","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","LU0052750758.USD":"富兰克林中国基金A Acc"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2471801260","content_text":"Nio (NIO) said Monday its Nio China subsidiary will receive 3.3 billion Chinese renminbi ($470.6 million) in strategic investments from Hefei Jianheng New 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为什么空不到","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628036170","isVote":1,"tweetType":1,"viewCount":850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":619673285,"gmtCreate":1649255674025,"gmtModify":1649255674025,"author":{"id":"3492046722064677","authorId":"3492046722064677","name":"hanson312","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492046722064677","authorIdStr":"3492046722064677"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>真假?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>真假?","text":"$特斯拉(TSLA)$真假?","images":[{"img":"https://static.tigerbbs.com/502143553bbd3cdd5375d07c8480de75","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":38,"commentSize":10,"repostSize":1,"link":"https://laohu8.com/post/619673285","isVote":1,"tweetType":1,"viewCount":4695,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"idStr":"3563357612600728","authorIdStr":"3563357612600728"},"content":"特斯拉已经火到这种地步了么?","text":"特斯拉已经火到这种地步了么?","html":"特斯拉已经火到这种地步了么?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":847714393,"gmtCreate":1636554096815,"gmtModify":1636554096815,"author":{"id":"3492046722064677","authorId":"3492046722064677","name":"hanson312","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492046722064677","authorIdStr":"3492046722064677"},"themes":[],"htmlText":"蔚来车主,表示说的很中肯","listText":"蔚来车主,表示说的很中肯","text":"蔚来车主,表示说的很中肯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847714393","repostId":"1189094403","repostType":2,"repost":{"id":"1189094403","pubTimestamp":1636528002,"share":"https://www.laohu8.com/m/news/1189094403?lang=&edition=full","pubTime":"2021-11-10 15:06","market":"us","language":"zh","title":"“优等生”蔚来,没有上进心","url":"https://stock-news.laohu8.com/highlight/detail?id=1189094403","media":"亿欧汽车","summary":"看了$蔚来$的三季度财报,一位创始版车主表示:蔚来现在最大的问题,是没有了之前的危机感。蔚来汽车联合创始人兼总裁秦力洪对此表示:危机感,永远都有。2021年11月10日,蔚来发布三季度财报,三季度营收达98.1亿元,同比增长116.6%,现金储备达470亿元。财报的字里行间透露着“有钱”二字。一个月前,蔚来还是蝉联销冠的优等生,虽然新势力销量波动不罕见,但从蔚来日渐下滑的销量来看,情况堪忧。","content":"<p>看了<a href=\"https://laohu8.com/S/NIO\">蔚来</a>的三季度财报,一位创始版车主表示:蔚来现在最大的问题,是没有了之前的危机感。</p>\n<p>蔚来汽车联合创始人兼总裁秦力洪对此表示:危机感,永远都有。</p>\n<p>2021年11月10日,蔚来发布三季度财报,三季度营收达98.1亿元,同比增长116.6%,现金储备达470亿元。</p>\n<p>财报的字里行间透露着“有钱”二字。</p>\n<p>而车主纷纷在财报信息下面留言,呼吁有钱的蔚来加快脚步,增强硬件首发优势,积极开发软件实力,“比起新势力,蔚来已经中规中矩了。我希望有钱的蔚来,能带来更多的惊喜。”</p>\n<p><img src=\"https://static.tigerbbs.com/0148a4b9dcbb0d13de068903d2ada9c1\" tg-width=\"880\" tg-height=\"535\" referrerpolicy=\"no-referrer\"></p>\n<p><i><b>01</b></i></p>\n<p><b>跌出第一梯队?</b></p>\n<p>10月,蔚来首次跌至造车新势力销量榜第五位。</p>\n<p>一个月前,蔚来还是蝉联销冠的优等生,虽然新势力销量波动不罕见,但从蔚来日渐下滑的销量来看,情况堪忧。</p>\n<p>消息发酵后,蔚来火速回应:“与生产线改造有关。”据亿欧汽车了解, 10月,江淮蔚来合肥先进制造基地生产线完成阶段性改造,10月下旬起,合肥先进制造基地已逐步恢复生产。</p>\n<p>秦力洪表示,“10月份的销量其实是非常出色的,可以用创纪录来形容,达到了历史新高。因为工厂在改建升级,仅仅满负荷运转了10天,车造的少,所以交付少了。”</p>\n<p>此外,秦力洪还透露,此次的生产线改造目的之一就是兼容ET7准时上线。</p>\n<p>随着工厂改建升级工作的完成,蔚来首款轿车ET7将在明年一季度投产,而江淮蔚来合肥工厂的总产能也将实现2倍增长,达到30万台。</p>\n<p>言下之意,此次销量情形是蔚来为了主力车型ET7“顺产”及产能优化,并对眼前利益暂时让渡导致。</p>\n<p>蔚来虽然对销量信心十足,但对第四季度的交付量缺少了些许底气。</p>\n<p>在第三季度财报电话会上,蔚来预计第四季度车辆交付量在2.35-2.55万辆之间,同比增幅约35.4%至46.9%,较2021年第三季度减少约3.8%-4.3%。</p>\n<p>但在“缺芯”和产线调整的大背景下,“我们”都一样。</p>\n<p>理想、哪吒、威马10月环比均有所上涨,小鹏虽比上月交付量有所减少,仍能突破一万辆大关。蔚来跌幅最大达到了65.5%。</p>\n<p><i><b>02</b></i></p>\n<p><b>蔚来,科技断层?</b></p>\n<p>蔚来车主当前反映最多的问题之一是:车机开机特别慢。甚至有车主调侃,车机版本越升级越卡,“闻出了<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的味道。”</p>\n<p>这与软件实力息息相关。</p>\n<p>在《2021中国<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶核心软件产业研究报告》中,亿欧智库预计,汽车软件在整车价值中所占的比例有望在2030年达到65%,成为未来汽车产业中的重要利润点。</p>\n<p>当前,软件定义汽车已成共识,如何在汽车硬件基础上为用户提供更人性化的软件服务,是重中之重,亦是蔚来等智能化车企绕不开的大山之一。</p>\n<p>蔚来似乎在这座大山面前停住了脚步。</p>\n<p>从过去一年的新闻看,蔚来做的事情,只有两件,要么加速换电站建设,要么日常与车主打作一团。</p>\n<p>在产品研发和技术创新上,蔚来的动作似乎并不明显。</p>\n<p>看似以“互联网思维打天下”,技能树点满的蔚来,本质上更像是一家侧重于售后的车企。</p>\n<p>蔚来更多付出的是对消费者的关爱和无微不至的满足,甚至有人戏称其为“<a href=\"https://laohu8.com/S/06862\">海底捞</a>式服务”。</p>\n<p>蔚来向来“宠粉”,用户也一直为其忠实地站队欢呼,“圈地自萌”好不欢乐。</p>\n<p>路人缘良好,也要硬实力跟上。蔚来想给人有温度的造车企业的印象无可厚非,但人家隔壁的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,市值已经破万亿美金了,蔚来可不能沉浸在车主的”温柔乡“里了。</p>\n<p>在市场和车主的眼中,蔚来作为中国造车新势力第一股,一直被视为新能源浪潮下的领头羊,背负的是中国自主品牌弯道超车的希望。</p>\n<p>可车主“饭圈化”显然不是一个好的信号,靠被发好人卡,蔚来不免失却了科技公司的格调。</p>\n<p>不少蔚来车主也真诚呼吁:“多在产品身上下点功夫吧!”</p>\n<p><i><b>03</b></i></p>\n<p><b>周边产品,胜过主营业务?</b></p>\n<p>打造令人愉悦的生活方式,蔚来底气满满。</p>\n<p>除了一年一度的NIO Day之外,似乎再难给出任何惊喜。难道只顾着生活,却忘了创新?</p>\n<p>除了NIO Power、NIO Service、NIO House、NIO Space这些与用车深度相关的用户服务,NIO Life也成为蔚来用户运营的重要组成之一,共同组成了“NIO宇宙”。</p>\n<p>别人出的周边是<a href=\"https://laohu8.com/S/300024\">机器人</a>,而蔚来出的周边却是时装家居、茶酒美食。</p>\n<p>蔚来,已经在享受生活中愈发得心应手。频频出现在设计师和文青的安利帖中,甚至有人在小红书上发帖:蔚来的周边产品比它的主营业务做得更好。</p>\n<p>你可以永远相信蔚来的审美,但销量不一定。</p>\n<p>不务正业的车企有很多,比如马自达推出过金属蒸蛋器,日产设计过智能家具,福特曾推出狗屋,丰田生产过氢动力游艇,本田还造过飞机。</p>\n<p>友商特斯拉推出了人形机器人Tesla bot,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>推出智能机器马,甚至迷上了飞行汽车。</p>\n<p>蔚来若只沉浸在生活的美好中,成为某一群人的狂欢,如何担负得起推动中国智能电动汽车普及全球的历史重任。</p>\n<p><i><b>04</b></i></p>\n<p><b>蔚来,离特斯拉还差多少<a href=\"https://laohu8.com/S/002594\">比亚迪</a></b></p>\n<p>蔚来的人设,也曾是\"特斯拉中国分拉\"(平替)。</p>\n<p><img src=\"https://static.tigerbbs.com/800d9deff26dd2ab9371ded2377cd21a\" tg-width=\"866\" tg-height=\"588\" referrerpolicy=\"no-referrer\"></p>\n<p>本应更懂中国市场的蔚来,不像特斯拉出身“显贵”,经历了自燃、濒临破产、投资人撤出等事件,一直被霉运笼罩的李斌实属不易,终于走出了中国智能电动汽车的特色道路。</p>\n<p>再看看“任性调价、把用户当韭菜”的特斯拉,市值不仅于近日突破万亿美金,其在销售场景中也是一车难求。</p>\n<p>订单充足产能不足,某种程度上来说羡煞旁人,一时无法望其项背,究其本质恐怕是特斯拉强大的产品力。</p>\n<p>建厂、量产、交付一以贯之,产品性能领先同级且不断通过OTA迭代更新,特斯拉将科技创新的技能值一再拉满。</p>\n<p>蛰伏多年的比亚迪在市值与销量上均得到了市场的正向反馈,被视为中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车的头号代表,取代了蔚来曾经中国车企市值第一的位置。</p>\n<p>如今看来,蔚来与特斯拉之间,还差了不止一个比亚迪。</p>\n<p>蔚来要想在接下来的“新能源短道速滑”中追上特斯拉,还应在技术创新与产品力提升上下功夫。</p>\n<p><img src=\"https://static.tigerbbs.com/5d2e760cacde43d3994fba208021ac4e\" tg-width=\"886\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p>\n<p><i><b>05</b></i></p>\n<p><b>蔚来的危机</b></p>\n<p>有车主表示,100多位产品经理负责一个日活10万的APP实属浪费,蔚来的服务,也越发没有新鲜感。</p>\n<p>如果蔚来无法再带来更多惊喜,那么车主还会只为其优质的服务买单吗?</p>\n<p>蔚来面临的风险是,一旦现在蔚来的“信徒”失去了备受宠溺的用户服务,失去了引以为傲的价值标签,将会绝情地离去。</p>\n<p>在用户日益严苛的要求下,蔚来的挑战越来越大,如何在更好服务的基础上,给用户更好的产品,是蔚来的当务之急。</p>\n<p>蔚来想影响并促成转化的,仍是“沉默的大多数”。</p>\n<p>这样的困境,会造成蔚来无法做到下沉,难以做到科技普惠,成为一家伟大的科技公司。</p>\n<p>现在的蔚来成不了比亚迪,更成不了特斯拉。与其被动等待靴子落地,不如励精图治,聆听用户和市场的声音,继续成为“最好的中国智能电动车企”。</p>\n<p>造车势力已进入“战国时代”,亿欧汽车认为,车企需一同抵达未来出行蓝海,缔造智能电动汽车的”白银时代“,才能走得更长远。</p>\n<p>正如蔚来车主所说,价格下探的新车型、不断上升的交付量,才是王道。</p>\n<p>正如车主所言:“蔚来可不要掉队咯!”</p>","source":"lsy1582080587274","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“优等生”蔚来,没有上进心</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“优等生”蔚来,没有上进心\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-10 15:06 北京时间 <a href=https://mp.weixin.qq.com/s/9zicYnkESg3Ia3NcfIwFTg><strong>亿欧汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>看了蔚来的三季度财报,一位创始版车主表示:蔚来现在最大的问题,是没有了之前的危机感。\n蔚来汽车联合创始人兼总裁秦力洪对此表示:危机感,永远都有。\n2021年11月10日,蔚来发布三季度财报,三季度营收达98.1亿元,同比增长116.6%,现金储备达470亿元。\n财报的字里行间透露着“有钱”二字。\n而车主纷纷在财报信息下面留言,呼吁有钱的蔚来加快脚步,增强硬件首发优势,积极开发软件实力,“比起新势力...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/9zicYnkESg3Ia3NcfIwFTg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3adb4220700f401af9ab784addf2b777","relate_stocks":{"NIO":"蔚来"},"source_url":"https://mp.weixin.qq.com/s/9zicYnkESg3Ia3NcfIwFTg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189094403","content_text":"看了蔚来的三季度财报,一位创始版车主表示:蔚来现在最大的问题,是没有了之前的危机感。\n蔚来汽车联合创始人兼总裁秦力洪对此表示:危机感,永远都有。\n2021年11月10日,蔚来发布三季度财报,三季度营收达98.1亿元,同比增长116.6%,现金储备达470亿元。\n财报的字里行间透露着“有钱”二字。\n而车主纷纷在财报信息下面留言,呼吁有钱的蔚来加快脚步,增强硬件首发优势,积极开发软件实力,“比起新势力,蔚来已经中规中矩了。我希望有钱的蔚来,能带来更多的惊喜。”\n\n01\n跌出第一梯队?\n10月,蔚来首次跌至造车新势力销量榜第五位。\n一个月前,蔚来还是蝉联销冠的优等生,虽然新势力销量波动不罕见,但从蔚来日渐下滑的销量来看,情况堪忧。\n消息发酵后,蔚来火速回应:“与生产线改造有关。”据亿欧汽车了解, 10月,江淮蔚来合肥先进制造基地生产线完成阶段性改造,10月下旬起,合肥先进制造基地已逐步恢复生产。\n秦力洪表示,“10月份的销量其实是非常出色的,可以用创纪录来形容,达到了历史新高。因为工厂在改建升级,仅仅满负荷运转了10天,车造的少,所以交付少了。”\n此外,秦力洪还透露,此次的生产线改造目的之一就是兼容ET7准时上线。\n随着工厂改建升级工作的完成,蔚来首款轿车ET7将在明年一季度投产,而江淮蔚来合肥工厂的总产能也将实现2倍增长,达到30万台。\n言下之意,此次销量情形是蔚来为了主力车型ET7“顺产”及产能优化,并对眼前利益暂时让渡导致。\n蔚来虽然对销量信心十足,但对第四季度的交付量缺少了些许底气。\n在第三季度财报电话会上,蔚来预计第四季度车辆交付量在2.35-2.55万辆之间,同比增幅约35.4%至46.9%,较2021年第三季度减少约3.8%-4.3%。\n但在“缺芯”和产线调整的大背景下,“我们”都一样。\n理想、哪吒、威马10月环比均有所上涨,小鹏虽比上月交付量有所减少,仍能突破一万辆大关。蔚来跌幅最大达到了65.5%。\n02\n蔚来,科技断层?\n蔚来车主当前反映最多的问题之一是:车机开机特别慢。甚至有车主调侃,车机版本越升级越卡,“闻出了苹果的味道。”\n这与软件实力息息相关。\n在《2021中国智能驾驶核心软件产业研究报告》中,亿欧智库预计,汽车软件在整车价值中所占的比例有望在2030年达到65%,成为未来汽车产业中的重要利润点。\n当前,软件定义汽车已成共识,如何在汽车硬件基础上为用户提供更人性化的软件服务,是重中之重,亦是蔚来等智能化车企绕不开的大山之一。\n蔚来似乎在这座大山面前停住了脚步。\n从过去一年的新闻看,蔚来做的事情,只有两件,要么加速换电站建设,要么日常与车主打作一团。\n在产品研发和技术创新上,蔚来的动作似乎并不明显。\n看似以“互联网思维打天下”,技能树点满的蔚来,本质上更像是一家侧重于售后的车企。\n蔚来更多付出的是对消费者的关爱和无微不至的满足,甚至有人戏称其为“海底捞式服务”。\n蔚来向来“宠粉”,用户也一直为其忠实地站队欢呼,“圈地自萌”好不欢乐。\n路人缘良好,也要硬实力跟上。蔚来想给人有温度的造车企业的印象无可厚非,但人家隔壁的特斯拉,市值已经破万亿美金了,蔚来可不能沉浸在车主的”温柔乡“里了。\n在市场和车主的眼中,蔚来作为中国造车新势力第一股,一直被视为新能源浪潮下的领头羊,背负的是中国自主品牌弯道超车的希望。\n可车主“饭圈化”显然不是一个好的信号,靠被发好人卡,蔚来不免失却了科技公司的格调。\n不少蔚来车主也真诚呼吁:“多在产品身上下点功夫吧!”\n03\n周边产品,胜过主营业务?\n打造令人愉悦的生活方式,蔚来底气满满。\n除了一年一度的NIO Day之外,似乎再难给出任何惊喜。难道只顾着生活,却忘了创新?\n除了NIO Power、NIO Service、NIO House、NIO Space这些与用车深度相关的用户服务,NIO Life也成为蔚来用户运营的重要组成之一,共同组成了“NIO宇宙”。\n别人出的周边是机器人,而蔚来出的周边却是时装家居、茶酒美食。\n蔚来,已经在享受生活中愈发得心应手。频频出现在设计师和文青的安利帖中,甚至有人在小红书上发帖:蔚来的周边产品比它的主营业务做得更好。\n你可以永远相信蔚来的审美,但销量不一定。\n不务正业的车企有很多,比如马自达推出过金属蒸蛋器,日产设计过智能家具,福特曾推出狗屋,丰田生产过氢动力游艇,本田还造过飞机。\n友商特斯拉推出了人形机器人Tesla bot,小鹏汽车推出智能机器马,甚至迷上了飞行汽车。\n蔚来若只沉浸在生活的美好中,成为某一群人的狂欢,如何担负得起推动中国智能电动汽车普及全球的历史重任。\n04\n蔚来,离特斯拉还差多少比亚迪\n蔚来的人设,也曾是\"特斯拉中国分拉\"(平替)。\n\n本应更懂中国市场的蔚来,不像特斯拉出身“显贵”,经历了自燃、濒临破产、投资人撤出等事件,一直被霉运笼罩的李斌实属不易,终于走出了中国智能电动汽车的特色道路。\n再看看“任性调价、把用户当韭菜”的特斯拉,市值不仅于近日突破万亿美金,其在销售场景中也是一车难求。\n订单充足产能不足,某种程度上来说羡煞旁人,一时无法望其项背,究其本质恐怕是特斯拉强大的产品力。\n建厂、量产、交付一以贯之,产品性能领先同级且不断通过OTA迭代更新,特斯拉将科技创新的技能值一再拉满。\n蛰伏多年的比亚迪在市值与销量上均得到了市场的正向反馈,被视为中国新能源汽车的头号代表,取代了蔚来曾经中国车企市值第一的位置。\n如今看来,蔚来与特斯拉之间,还差了不止一个比亚迪。\n蔚来要想在接下来的“新能源短道速滑”中追上特斯拉,还应在技术创新与产品力提升上下功夫。\n\n05\n蔚来的危机\n有车主表示,100多位产品经理负责一个日活10万的APP实属浪费,蔚来的服务,也越发没有新鲜感。\n如果蔚来无法再带来更多惊喜,那么车主还会只为其优质的服务买单吗?\n蔚来面临的风险是,一旦现在蔚来的“信徒”失去了备受宠溺的用户服务,失去了引以为傲的价值标签,将会绝情地离去。\n在用户日益严苛的要求下,蔚来的挑战越来越大,如何在更好服务的基础上,给用户更好的产品,是蔚来的当务之急。\n蔚来想影响并促成转化的,仍是“沉默的大多数”。\n这样的困境,会造成蔚来无法做到下沉,难以做到科技普惠,成为一家伟大的科技公司。\n现在的蔚来成不了比亚迪,更成不了特斯拉。与其被动等待靴子落地,不如励精图治,聆听用户和市场的声音,继续成为“最好的中国智能电动车企”。\n造车势力已进入“战国时代”,亿欧汽车认为,车企需一同抵达未来出行蓝海,缔造智能电动汽车的”白银时代“,才能走得更长远。\n正如蔚来车主所说,价格下探的新车型、不断上升的交付量,才是王道。\n正如车主所言:“蔚来可不要掉队咯!”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897433779,"gmtCreate":1628955157691,"gmtModify":1628955157691,"author":{"id":"3492046722064677","authorId":"3492046722064677","name":"hanson312","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492046722064677","authorIdStr":"3492046722064677"},"themes":[],"htmlText":"<a 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