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电动小钢炮
2021-06-03
那就是承认超速喽
抱歉,原内容已删除
电动小钢炮
2021-04-25
还不是自媒体为了流量导致的恐慌吗?其他车事故没见报道,特斯拉的一起不放过😂,厦门那个事故就是没有观察后方情况倒车所致,这个和失控没有半毛钱关系
抱歉,原内容已删除
电动小钢炮
2020-11-03
老马飘了
阿里巴巴盘前暴跌!蚂蚁集团暂缓科创板上市
电动小钢炮
2020-07-14
$蔚来(NIO)$
去年3 4月入的,成本4.37,经历过最低价1.19,从买入一直持有到现在,价值投资,长线持有,应该还能持有好几年
电动小钢炮
2020-06-24
之前李想不是说不缺钱吗?
美团计划5亿美元投资理想汽车,投后估值40.5亿美元
电动小钢炮
2020-06-03
$蔚来(NIO)$
高盛的评级调整才是今天大涨的原因
电动小钢炮
2020-04-14
$蔚来(NIO)$
今天跟着
$波音(BA)$
走了
电动小钢炮
2020-02-20
$蔚来(NIO)$
蔚来下一代换电站曝光
电动小钢炮
2020-02-04
$[笑哭] 来(NIO)$
走势曲线和特斯拉一模一样
电动小钢炮
2019-10-24
$蔚来(NIO)$
长线持有,怕什么?还有那个谁,要我晒表的
电动小钢炮
2019-09-06
$蔚来(NIO)$
蔚来无论是做工,还是硬件供应商,在国产里都是最好的,而且不比进口差,国人只是需要时间去适应中国的高端品牌,看好蔚来,长期持有
电动小钢炮
2019-06-27
$蔚来(NIO)$ 感觉蔚来被宁德时代坑了,这次电芯是宁德时代提供的,10月后宁德时代更新升级了电芯,蔚来也换用了新电芯,导致前期4000多台车用了老电芯,还好蔚来支持换电,召回也就几分钟的事情,换作其他电车如果电池芯召回,那TM真是大工程,希望宁德时代对此次电芯问题做出合理解释
电动小钢炮
2019-04-02
$蔚来(NIO)$蔚来目前是国内第一家豪华品牌,广汽蔚来和长安蔚来走的是相对低端一点的,类似雷克萨斯和丰田的关系
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class=\"title\">\n阿里巴巴盘前暴跌!蚂蚁集团暂缓科创板上市\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\">2020-11-03 20:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>上交所发布关于暂缓蚂蚁科技集团股份有限公司科创板上市的决定。上交所宣布暂缓蚂蚁集团上市,蚂蚁集团于上交所上市进程的网页,已被删除,科创版网站的多个页面,亦显示不存在。</p><p>蚂蚁科技集团股份有限公司:你公司原申请于2020年11月5日在上海证券交易所(以下简称本所)科创板上市。近日,发生你公司实际控制人及董事长、总经理被有关部门联合进行监管约谈,你公司也报告所处的金融科技监管环境发生变化等重大事项。该重大事项可能导致你公司不符合发行上市条件或者信息披露要求。根据《科创板首次公开发行股票注册管理办法(试行)》第二十六条和《上海证券交易所股票发行上市审核规则》第六十条等规定,并征询保荐机构的意见,本所决定你公司暂缓上市。你公司及保荐人应当依照规定作出公告,说明重大事项相关情况及你公司将暂缓上市。本所将与你公司及保荐人保持沟通。</p><p>上海证券交易所</p><p>二○二○年十一月三日</p><p><img src=\"https://static.tigerbbs.com/ab2f6518dcb079c4a4e744cd6d07ebf2\" tg-width=\"794\" tg-height=\"470\"></p><p>受此消息影响,阿里巴巴美股盘前下挫超5%。有投行人士指出,如果有公司在上市期间被监管约谈,属会后重大事项,应当被要求补充披露。“补充披露后可以再上市。</p><p><img src=\"https://static.tigerbbs.com/d7ed40c3ed3c911756485214d08b1bb7\" tg-width=\"840\" tg-height=\"606\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1684aaaa06891b8d2dd04a9941acb502","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187966711","content_text":"上交所发布关于暂缓蚂蚁科技集团股份有限公司科创板上市的决定。上交所宣布暂缓蚂蚁集团上市,蚂蚁集团于上交所上市进程的网页,已被删除,科创版网站的多个页面,亦显示不存在。蚂蚁科技集团股份有限公司:你公司原申请于2020年11月5日在上海证券交易所(以下简称本所)科创板上市。近日,发生你公司实际控制人及董事长、总经理被有关部门联合进行监管约谈,你公司也报告所处的金融科技监管环境发生变化等重大事项。该重大事项可能导致你公司不符合发行上市条件或者信息披露要求。根据《科创板首次公开发行股票注册管理办法(试行)》第二十六条和《上海证券交易所股票发行上市审核规则》第六十条等规定,并征询保荐机构的意见,本所决定你公司暂缓上市。你公司及保荐人应当依照规定作出公告,说明重大事项相关情况及你公司将暂缓上市。本所将与你公司及保荐人保持沟通。上海证券交易所二○二○年十一月三日受此消息影响,阿里巴巴美股盘前下挫超5%。有投行人士指出,如果有公司在上市期间被监管约谈,属会后重大事项,应当被要求补充披露。“补充披露后可以再上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941091227,"gmtCreate":1594731539069,"gmtModify":1704206565731,"author":{"id":"3494639096372471","authorId":"3494639096372471","name":"电动小钢炮","avatar":"https://static.tigerbbs.com/819d79814754f28852c22b6790ffd8bc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494639096372471","authorIdStr":"3494639096372471"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>去年3 4月入的,成本4.37,经历过最低价1.19,从买入一直持有到现在,价值投资,长线持有,应该还能持有好几年","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>去年3 4月入的,成本4.37,经历过最低价1.19,从买入一直持有到现在,价值投资,长线持有,应该还能持有好几年","text":"$蔚来(NIO)$去年3 4月入的,成本4.37,经历过最低价1.19,从买入一直持有到现在,价值投资,长线持有,应该还能持有好几年","images":[{"img":"https://static.tigerbbs.com/0938cecc1d485cc5f1ab9c7a820589f5","width":"1242","height":"2385"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/941091227","isVote":1,"tweetType":1,"viewCount":1927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":954559217,"gmtCreate":1592990759939,"gmtModify":1704200851713,"author":{"id":"3494639096372471","authorId":"3494639096372471","name":"电动小钢炮","avatar":"https://static.tigerbbs.com/819d79814754f28852c22b6790ffd8bc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494639096372471","authorIdStr":"3494639096372471"},"themes":[],"htmlText":"之前李想不是说不缺钱吗?","listText":"之前李想不是说不缺钱吗?","text":"之前李想不是说不缺钱吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/954559217","repostId":"1110526151","repostType":4,"repost":{"id":"1110526151","pubTimestamp":1592990122,"share":"https://www.laohu8.com/m/news/1110526151?lang=&edition=full","pubTime":"2020-06-24 17:15","market":"hk","language":"zh","title":"美团计划5亿美元投资理想汽车,投后估值40.5亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1110526151","media":"晚点LatePost","summary":"《晚点LatePost》独家获悉,造车新势力理想汽车即将获得5.5亿美元D轮融资,美团领投5亿美元,理想汽车创始人李想跟投剩余5000万美元中的3000万,投后估值为40.5亿美元。目前交易在进行中。","content":"<p><span>《晚点LatePost》独家获悉,造车新势力理想汽车即将获得5.5亿美元D轮融资,美团领投5亿美元,理想汽车创始人李想跟投剩余5000万美元中的3000万,投后估值为40.5亿美元。目前交易在进行中。</span></p><p><span>2019年8月,理想汽车发公告表示获得5.3亿美元C轮融资,其中美团创始人、CEO王兴个人出资2.85亿美元,美团旗下的龙珠资本出资1500万美元。那一轮,理想汽车投后估值29.3亿美元,王兴及龙珠资本持股接近10%。</span></p><p><span>至此,2015年7月成立的理想汽车,已经累计获得了超过20亿美元的投资。背后的支持者包括美团、利欧股份、首钢基金、字节跳动这样的战略股东,以及经纬中国、源码资本、明势资本、蓝驰创投等财务投资人。</span></p><p><span>王兴曾表示非常看好智能新能源车的未来,他认为未来电动车第一名大概率会出现在中国而不是美国。中国市场潜力巨大,而且短期内不会一家独大,电动车创业公司有很多机会。当然,他们同时也面临很大的挑战,创始人需要集大股东、CEO、产品经理三位一体。</span></p><p><span>2020年1月,路透社报道理想汽车正在申请赴美IPO,计划募集5亿美元以上,高盛牵头,会计师事务所普华永道已进场尽调,最早将于上半年上市,疑为赴美上市搭建VIE架构做准备。股东利欧股份随后发布公告称,“车和家拟搭建VIE架构,在相关重组完成后,理想汽车股东将通过持有开曼公司的股份,间接持有理想汽车及其附属公司权益。”</span></p><p><span>《晚点LatePost》向理想汽车的投资人求证IPO事项,得到的答复是,“还在准备,等合适时机。”</span></p><p><span>“这一轮比较特殊,除了创始人之外,其他投资方都不方便进入。我们还在争取,只要有机会,我们都再持续追加,包括IPO的轮次。”一位理想的投资方表示。</span></p><p><span>另一位理想投资方则表示这一轮老股东都没有进入,他希望在晚些时候跟进。</span></p><p><span>理想汽车投资人,明势资本创始人黄明明告诉《晚点LatePost》,他觉得智能电动车加自动驾驶,在未来十年将会彻底改变人类的出行方式,这个领域里将会诞生万亿美元级别的公司。目前来看,只有中美两国的创新性公司有机会参与这个比赛。</span></p><p><span>他表示:“以目前电池技术的发展和中国的充电条件来看,理想选择的增程式路线和李想本人作为超级产品经理对中国用户的深刻理解,理想汽车是最有可能最后胜出的选手。”</span></p><p><span><b>| 只有一款车,一次出牌机会</b></span></p><p><span>李想是第一代互联网创业者中最年轻的之一。李想1981年生,2000年创立泡泡网,4年后实现了2000万收入;2005年创立汽车垂直网站汽车之家,8年后在纽交所上市,目前市值94亿美元。</span></p><p><span>2015年7月,李想创立理想汽车(原名为车和家),明势资本参与了天使轮融资。创始人黄明明曾表示这轮融资赌得就是李想这个创业者,“李想这种级别的企业家,闭着眼睛也要投,他跟你说一事,你当时觉得不靠谱,你也得投。”</span></p><p><span>创业之初,李想规划了两款产品:满足1-2人短途出行的SEV,及满足6-7人出行需求的中大型SUV。但由于政策法规对于低速代步车的管理规定迟迟没有出台,小车项目在2年之后流产,2亿投资打了水漂。但这也让理想汽车的SUV项目提前。</span></p><p><span>理想ONE于2019年4月上市接受预定,定价32.8万,对标宝马X5、特斯拉Model X。12月开始交付。</span></p><p><span>2020年6月16日,理想汽车在常州基地举行理想ONE第10000辆用户交付仪式。自2019年12月正式开始交付以来,理想汽车用六个半月的时间就完成了第一个10000辆的交付,速度快过中国以及全球所有新造车竞争对手。</span></p><p><span>按照李想在去年年底的公开采访中披露的信息,理想汽车计划今年的预期销量是3万辆。</span></p><p><span>这并不容易实现。整个汽车行业仍然不景气。根据汽车工业协会的数据,2019年新能源车累计销售120.6万辆,同比下降4.0%。今年1-5月总共销售了28.9万辆,同比下降38.7%。</span></p><p><span>2020年新能源汽车补贴政策出炉,乘用车补贴前售价不得超过30万元。李想曾经发微博表示,“设计30万的补贴门槛,基本上是精准的助攻特斯拉来打残国内的纯电动品牌。你只需要换位想一下,如果你是特斯拉,你接下来会如何对策和定价,就知道什么叫灭顶之灾了。”</span></p><p><span>随后,李想一语成谶,特斯拉凭借着成本控制能力的优势,很快把起价下调到30万以内。蔚来是换电车,不受30万补贴门槛限制,而理想ONE正好被卡在边界上。</span></p><p><span>李想认为,理想汽车的资本效率优于同行。“很多人说需要300亿、500亿,我们10亿美金就能做到盈利,未来IPO大家就能看到。”</span></p><p><span>与蔚来、小鹏每年一款车的策略不同,李想曾经表示,“未来3年只有理想ONE一款车”。并且理想ONE现在只提供最高配一种配置,“从低配到高配很多车看着差了20万,但对于车厂的成本可能在2万元之内,我干嘛不直接送给用户?”李想在接受采访时表示。</span></p><p><span>在所有新车企产品里,理想ONE是唯一采用增程电动解决方案的,由一块40.5kWh的三元锂电池,配合一台1.2T三缸发动机作为增程发电系统。简单来说,就是一辆车搭配两套动力系统,当电池电量不足时,可以通过燃油发电,补充电力。一位新造车行业从业者称,这是一个很大的不同点,“理想希望是可以和燃油车去竞争的,而不只是电动车市场。”</span></p><p><span>“坦白来讲我们只有一次出牌机会,如果一次不成功,其实再也没有出牌的机会了。”2018年3月拿到B轮投资后,李想在投资方经纬组织的一轮对谈中表示。</span></p><p><span><b>| 造车是个必须巨大资本投入才能启动的生意</b></span></p><p><span>与互联网行业相比,造车耗费的资金极大、投资回报周期长。</span></p><p><span>先行者特斯拉2010年上市后,十年间通过各种形式募资超过200亿美元,至今没有过整年盈利。即便在 Model 3 量产增速后,2019年特斯拉依然亏损8.62亿美元。</span></p><p><span>最早上市的中国新造车公司是蔚来汽车。根据财报,蔚来自成立至 2019 年的四年里,仅经营造成的亏损就达到282.3亿元。</span></p><p><span>蔚来也是资本最丰厚的新造车公司。随着合肥政府在2020年7月入股,蔚来募资总额已经达到400亿规模。威马、小鹏、理想三家的融资规模则各在150-250亿元人民币之间。</span></p><p><span>理想汽车亏损速度慢一些,但亏损速度也在随着生产的开始而加速。根据 2019 年一项股权交易所披露的信息,其2018年全年和2019年上半年,也分别亏损7.2亿元和6.3亿元。</span></p><p><span>最近两年,受宏观经济环境影响,车市一路下滑,新能源车虽然比传统燃油车境况要好一些,但随着补贴退坡,特斯拉进场,也变得愈发艰难。</span></p><p><span>新造车公司基本不可能靠财务投资以及卖车收入发展起来,都在争取战略资本的支持。据《晚点LatePost》了解,百度投了蔚来和威马、阿里投了小鹏、腾讯投了蔚来并一度持股特斯拉。美团和字节跳动投了理想汽车。刘强东和雷军都个人投了蔚来,小米系还少量参与了小鹏汽车的上一轮融资。</span></p><p><span><b>| 美团第二次重资投入出行创业公司</b></span></p><p><span>根据美团财报,截止2020年3月31日,美团手中的现金及现金等价物总计141亿元人民币,另有短期投资424亿元。这笔投资将耗去美团手中 1/4 的现金。</span></p><p><span>李想和王兴相识已久。李想曾表示,2015年刚刚创业的时候,“王兴和张一鸣就偶尔会来逛逛。”2019年投资之前,王兴更是多次探店。</span></p><p><span>王兴对于出行市场一直有布局,早在2016年就个人参与了摩拜单车C轮融资。2018年4月,美团作价27亿美元收购摩拜。2018年,摩拜为美团带来近45.5亿元的亏损。</span></p><p><span>2017年12月,美团正式成立出行事业部,试水打车业务。但上市后不久,美团很快收缩了打车战线,并逐渐转向了聚合模式,接入首汽约车、曹操出行、神州专车等出行服务商,但美团从未掩饰对于出行市场的野心。</span></p><p><span>从餐饮、酒旅再到出行,王兴一直在拓展美团的边界。2017年6月,他在回答晚点记者关于美团的边界在哪里时曾说:“太多人关注边界,而不关注核心。万物其实是没有简单边界,所以我不认为要给自己设限。只要核心是清晰的——我们到底服务什么人?给他们提供什么服务?我们就会不断尝试各种业务。”</span></p><p><span>在出行市场,美团与理想或许也会存在战略协同。理想早在2017年推出SEV时,就在海外试水分时租赁业务,与法国分时租赁运营商Clem签署合作意向,计划以车和家SEV为基础,提供共享出行服务。2018年初,理想汽车与滴滴成立合资公司,计划为出行场景定制生产电动车,“在智能网联、自动驾驶、智能化车队运营等领域深入合作。”</span></p><p><span>但接近滴滴定制车业务的人士对《晚点LatePost》表示,理想汽车与滴滴的合作推进并不顺利,很多计划并没有实质性进展。</span></p><p><span>今年3月,理想汽车领投了自动驾驶公司新石器的A+轮融资,成为了新石器第二大股东。美团也在布局无人配送。美团曾表示,去年超过八成外卖佣金用于给骑手发工资。未来随着自动驾驶技术走向成熟,可实现规模商用,用无人车取代外卖小哥势必会让美团的商业模式更加完善。</span></p><p><span>很多人认为王兴是一个长期主义者,很多年中,美团的对标和学习对象都是亚马逊,并表示能够接受亏损带来的股价低估、波动。2019 年9月,亚马逊7亿美元领投电动车公司Rivian,亚马逊全球消费者首席执行官杰夫·威尔克(Jeff Wilke)表示:“我们受到Rivian对电动交通未来的远见的启发。RJ Scaringe建立了一个令人印象深刻的组织,其产品组合和技术与之相称。我们很高兴能够投资于这样一家创新型公司。”</span></p><p><span>至截稿时,美团股价178.8港币,自年初以来上涨72.8%。美团市值也在这不到 6个月里,从782亿美元上涨至1351亿美元。美团当前的股价表现,也为王兴赢得董事会的赞同奠定了条件。2019年,美团实现了全年盈利,经营利润为3.8亿美元。</span></p>","source":"wandian","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>美团计划5亿美元投资理想汽车,投后估值40.5亿美元</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美团计划5亿美元投资理想汽车,投后估值40.5亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-24 17:15 北京时间 <a href=https://mp.weixin.qq.com/s/0YyuqCrLSxHaAzdT5f8-iw><strong>晚点LatePost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>《晚点LatePost》独家获悉,造车新势力理想汽车即将获得5.5亿美元D轮融资,美团领投5亿美元,理想汽车创始人李想跟投剩余5000万美元中的3000万,投后估值为40.5亿美元。目前交易在进行中。2019年8月,理想汽车发公告表示获得5.3亿美元C轮融资,其中美团创始人、CEO王兴个人出资2.85亿美元,美团旗下的龙珠资本出资1500万美元。那一轮,理想汽车投后估值29.3亿美元,王兴及龙珠...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/0YyuqCrLSxHaAzdT5f8-iw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/faef7331e4d27d737dcbd8108dacf4b6","relate_stocks":{"03690":"美团-W"},"source_url":"https://mp.weixin.qq.com/s/0YyuqCrLSxHaAzdT5f8-iw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110526151","content_text":"《晚点LatePost》独家获悉,造车新势力理想汽车即将获得5.5亿美元D轮融资,美团领投5亿美元,理想汽车创始人李想跟投剩余5000万美元中的3000万,投后估值为40.5亿美元。目前交易在进行中。2019年8月,理想汽车发公告表示获得5.3亿美元C轮融资,其中美团创始人、CEO王兴个人出资2.85亿美元,美团旗下的龙珠资本出资1500万美元。那一轮,理想汽车投后估值29.3亿美元,王兴及龙珠资本持股接近10%。至此,2015年7月成立的理想汽车,已经累计获得了超过20亿美元的投资。背后的支持者包括美团、利欧股份、首钢基金、字节跳动这样的战略股东,以及经纬中国、源码资本、明势资本、蓝驰创投等财务投资人。王兴曾表示非常看好智能新能源车的未来,他认为未来电动车第一名大概率会出现在中国而不是美国。中国市场潜力巨大,而且短期内不会一家独大,电动车创业公司有很多机会。当然,他们同时也面临很大的挑战,创始人需要集大股东、CEO、产品经理三位一体。2020年1月,路透社报道理想汽车正在申请赴美IPO,计划募集5亿美元以上,高盛牵头,会计师事务所普华永道已进场尽调,最早将于上半年上市,疑为赴美上市搭建VIE架构做准备。股东利欧股份随后发布公告称,“车和家拟搭建VIE架构,在相关重组完成后,理想汽车股东将通过持有开曼公司的股份,间接持有理想汽车及其附属公司权益。”《晚点LatePost》向理想汽车的投资人求证IPO事项,得到的答复是,“还在准备,等合适时机。”“这一轮比较特殊,除了创始人之外,其他投资方都不方便进入。我们还在争取,只要有机会,我们都再持续追加,包括IPO的轮次。”一位理想的投资方表示。另一位理想投资方则表示这一轮老股东都没有进入,他希望在晚些时候跟进。理想汽车投资人,明势资本创始人黄明明告诉《晚点LatePost》,他觉得智能电动车加自动驾驶,在未来十年将会彻底改变人类的出行方式,这个领域里将会诞生万亿美元级别的公司。目前来看,只有中美两国的创新性公司有机会参与这个比赛。他表示:“以目前电池技术的发展和中国的充电条件来看,理想选择的增程式路线和李想本人作为超级产品经理对中国用户的深刻理解,理想汽车是最有可能最后胜出的选手。”| 只有一款车,一次出牌机会李想是第一代互联网创业者中最年轻的之一。李想1981年生,2000年创立泡泡网,4年后实现了2000万收入;2005年创立汽车垂直网站汽车之家,8年后在纽交所上市,目前市值94亿美元。2015年7月,李想创立理想汽车(原名为车和家),明势资本参与了天使轮融资。创始人黄明明曾表示这轮融资赌得就是李想这个创业者,“李想这种级别的企业家,闭着眼睛也要投,他跟你说一事,你当时觉得不靠谱,你也得投。”创业之初,李想规划了两款产品:满足1-2人短途出行的SEV,及满足6-7人出行需求的中大型SUV。但由于政策法规对于低速代步车的管理规定迟迟没有出台,小车项目在2年之后流产,2亿投资打了水漂。但这也让理想汽车的SUV项目提前。理想ONE于2019年4月上市接受预定,定价32.8万,对标宝马X5、特斯拉Model X。12月开始交付。2020年6月16日,理想汽车在常州基地举行理想ONE第10000辆用户交付仪式。自2019年12月正式开始交付以来,理想汽车用六个半月的时间就完成了第一个10000辆的交付,速度快过中国以及全球所有新造车竞争对手。按照李想在去年年底的公开采访中披露的信息,理想汽车计划今年的预期销量是3万辆。这并不容易实现。整个汽车行业仍然不景气。根据汽车工业协会的数据,2019年新能源车累计销售120.6万辆,同比下降4.0%。今年1-5月总共销售了28.9万辆,同比下降38.7%。2020年新能源汽车补贴政策出炉,乘用车补贴前售价不得超过30万元。李想曾经发微博表示,“设计30万的补贴门槛,基本上是精准的助攻特斯拉来打残国内的纯电动品牌。你只需要换位想一下,如果你是特斯拉,你接下来会如何对策和定价,就知道什么叫灭顶之灾了。”随后,李想一语成谶,特斯拉凭借着成本控制能力的优势,很快把起价下调到30万以内。蔚来是换电车,不受30万补贴门槛限制,而理想ONE正好被卡在边界上。李想认为,理想汽车的资本效率优于同行。“很多人说需要300亿、500亿,我们10亿美金就能做到盈利,未来IPO大家就能看到。”与蔚来、小鹏每年一款车的策略不同,李想曾经表示,“未来3年只有理想ONE一款车”。并且理想ONE现在只提供最高配一种配置,“从低配到高配很多车看着差了20万,但对于车厂的成本可能在2万元之内,我干嘛不直接送给用户?”李想在接受采访时表示。在所有新车企产品里,理想ONE是唯一采用增程电动解决方案的,由一块40.5kWh的三元锂电池,配合一台1.2T三缸发动机作为增程发电系统。简单来说,就是一辆车搭配两套动力系统,当电池电量不足时,可以通过燃油发电,补充电力。一位新造车行业从业者称,这是一个很大的不同点,“理想希望是可以和燃油车去竞争的,而不只是电动车市场。”“坦白来讲我们只有一次出牌机会,如果一次不成功,其实再也没有出牌的机会了。”2018年3月拿到B轮投资后,李想在投资方经纬组织的一轮对谈中表示。| 造车是个必须巨大资本投入才能启动的生意与互联网行业相比,造车耗费的资金极大、投资回报周期长。先行者特斯拉2010年上市后,十年间通过各种形式募资超过200亿美元,至今没有过整年盈利。即便在 Model 3 量产增速后,2019年特斯拉依然亏损8.62亿美元。最早上市的中国新造车公司是蔚来汽车。根据财报,蔚来自成立至 2019 年的四年里,仅经营造成的亏损就达到282.3亿元。蔚来也是资本最丰厚的新造车公司。随着合肥政府在2020年7月入股,蔚来募资总额已经达到400亿规模。威马、小鹏、理想三家的融资规模则各在150-250亿元人民币之间。理想汽车亏损速度慢一些,但亏损速度也在随着生产的开始而加速。根据 2019 年一项股权交易所披露的信息,其2018年全年和2019年上半年,也分别亏损7.2亿元和6.3亿元。最近两年,受宏观经济环境影响,车市一路下滑,新能源车虽然比传统燃油车境况要好一些,但随着补贴退坡,特斯拉进场,也变得愈发艰难。新造车公司基本不可能靠财务投资以及卖车收入发展起来,都在争取战略资本的支持。据《晚点LatePost》了解,百度投了蔚来和威马、阿里投了小鹏、腾讯投了蔚来并一度持股特斯拉。美团和字节跳动投了理想汽车。刘强东和雷军都个人投了蔚来,小米系还少量参与了小鹏汽车的上一轮融资。| 美团第二次重资投入出行创业公司根据美团财报,截止2020年3月31日,美团手中的现金及现金等价物总计141亿元人民币,另有短期投资424亿元。这笔投资将耗去美团手中 1/4 的现金。李想和王兴相识已久。李想曾表示,2015年刚刚创业的时候,“王兴和张一鸣就偶尔会来逛逛。”2019年投资之前,王兴更是多次探店。王兴对于出行市场一直有布局,早在2016年就个人参与了摩拜单车C轮融资。2018年4月,美团作价27亿美元收购摩拜。2018年,摩拜为美团带来近45.5亿元的亏损。2017年12月,美团正式成立出行事业部,试水打车业务。但上市后不久,美团很快收缩了打车战线,并逐渐转向了聚合模式,接入首汽约车、曹操出行、神州专车等出行服务商,但美团从未掩饰对于出行市场的野心。从餐饮、酒旅再到出行,王兴一直在拓展美团的边界。2017年6月,他在回答晚点记者关于美团的边界在哪里时曾说:“太多人关注边界,而不关注核心。万物其实是没有简单边界,所以我不认为要给自己设限。只要核心是清晰的——我们到底服务什么人?给他们提供什么服务?我们就会不断尝试各种业务。”在出行市场,美团与理想或许也会存在战略协同。理想早在2017年推出SEV时,就在海外试水分时租赁业务,与法国分时租赁运营商Clem签署合作意向,计划以车和家SEV为基础,提供共享出行服务。2018年初,理想汽车与滴滴成立合资公司,计划为出行场景定制生产电动车,“在智能网联、自动驾驶、智能化车队运营等领域深入合作。”但接近滴滴定制车业务的人士对《晚点LatePost》表示,理想汽车与滴滴的合作推进并不顺利,很多计划并没有实质性进展。今年3月,理想汽车领投了自动驾驶公司新石器的A+轮融资,成为了新石器第二大股东。美团也在布局无人配送。美团曾表示,去年超过八成外卖佣金用于给骑手发工资。未来随着自动驾驶技术走向成熟,可实现规模商用,用无人车取代外卖小哥势必会让美团的商业模式更加完善。很多人认为王兴是一个长期主义者,很多年中,美团的对标和学习对象都是亚马逊,并表示能够接受亏损带来的股价低估、波动。2019 年9月,亚马逊7亿美元领投电动车公司Rivian,亚马逊全球消费者首席执行官杰夫·威尔克(Jeff Wilke)表示:“我们受到Rivian对电动交通未来的远见的启发。RJ Scaringe建立了一个令人印象深刻的组织,其产品组合和技术与之相称。我们很高兴能够投资于这样一家创新型公司。”至截稿时,美团股价178.8港币,自年初以来上涨72.8%。美团市值也在这不到 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长线持有,怕什么?还有那个谁,要我晒表的","text":"$蔚来(NIO)$ 长线持有,怕什么?还有那个谁,要我晒表的","images":[{"img":"https://static.tigerbbs.com/39ad060221acae8039b6192ee3c65366","width":"1080","height":"1080"},{"img":"https://static.tigerbbs.com/6ab6c2747e7cb26f88e85057a40becb3","width":"1080","height":"1080"},{"img":"https://static.tigerbbs.com/c85e86a7190fde51f302d085048b3e5d","width":"1080","height":"2160"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":14,"commentSize":29,"repostSize":0,"link":"https://laohu8.com/post/936929732","isVote":1,"tweetType":1,"viewCount":7802,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499949666768764","authorId":"3499949666768764","name":"村委主任","avatar":"https://static.tigerbbs.com/d8d2eafe0f508f478eb057c4a0e305d5","crmLevel":2,"crmLevelSwitch":0,"idStr":"3499949666768764","authorIdStr":"3499949666768764"},"content":"劳力士都是低端了啊。。。大佬的世界不懂。。。 我准备再买一只天行者蓝盘就不看表了。。 现在日用一只超霸和大海马感觉已经很奢侈了。。。 毕竟x5卖了以后日用es8,感觉表比车贵不合适 [捂脸]","text":"劳力士都是低端了啊。。。大佬的世界不懂。。。 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class=\"title\">\n阿里巴巴盘前暴跌!蚂蚁集团暂缓科创板上市\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\">2020-11-03 20:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>上交所发布关于暂缓蚂蚁科技集团股份有限公司科创板上市的决定。上交所宣布暂缓蚂蚁集团上市,蚂蚁集团于上交所上市进程的网页,已被删除,科创版网站的多个页面,亦显示不存在。</p><p>蚂蚁科技集团股份有限公司:你公司原申请于2020年11月5日在上海证券交易所(以下简称本所)科创板上市。近日,发生你公司实际控制人及董事长、总经理被有关部门联合进行监管约谈,你公司也报告所处的金融科技监管环境发生变化等重大事项。该重大事项可能导致你公司不符合发行上市条件或者信息披露要求。根据《科创板首次公开发行股票注册管理办法(试行)》第二十六条和《上海证券交易所股票发行上市审核规则》第六十条等规定,并征询保荐机构的意见,本所决定你公司暂缓上市。你公司及保荐人应当依照规定作出公告,说明重大事项相关情况及你公司将暂缓上市。本所将与你公司及保荐人保持沟通。</p><p>上海证券交易所</p><p>二○二○年十一月三日</p><p><img src=\"https://static.tigerbbs.com/ab2f6518dcb079c4a4e744cd6d07ebf2\" tg-width=\"794\" tg-height=\"470\"></p><p>受此消息影响,阿里巴巴美股盘前下挫超5%。有投行人士指出,如果有公司在上市期间被监管约谈,属会后重大事项,应当被要求补充披露。“补充披露后可以再上市。</p><p><img src=\"https://static.tigerbbs.com/d7ed40c3ed3c911756485214d08b1bb7\" tg-width=\"840\" tg-height=\"606\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1684aaaa06891b8d2dd04a9941acb502","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187966711","content_text":"上交所发布关于暂缓蚂蚁科技集团股份有限公司科创板上市的决定。上交所宣布暂缓蚂蚁集团上市,蚂蚁集团于上交所上市进程的网页,已被删除,科创版网站的多个页面,亦显示不存在。蚂蚁科技集团股份有限公司:你公司原申请于2020年11月5日在上海证券交易所(以下简称本所)科创板上市。近日,发生你公司实际控制人及董事长、总经理被有关部门联合进行监管约谈,你公司也报告所处的金融科技监管环境发生变化等重大事项。该重大事项可能导致你公司不符合发行上市条件或者信息披露要求。根据《科创板首次公开发行股票注册管理办法(试行)》第二十六条和《上海证券交易所股票发行上市审核规则》第六十条等规定,并征询保荐机构的意见,本所决定你公司暂缓上市。你公司及保荐人应当依照规定作出公告,说明重大事项相关情况及你公司将暂缓上市。本所将与你公司及保荐人保持沟通。上海证券交易所二○二○年十一月三日受此消息影响,阿里巴巴美股盘前下挫超5%。有投行人士指出,如果有公司在上市期间被监管约谈,属会后重大事项,应当被要求补充披露。“补充披露后可以再上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}