摩根大锤的个人主页 - 老虎社区

摩根大锤

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2020-04-29

$嘉年华邮轮(CCL)$又加仓2000股。我的计划是，恢复到疫情水平价之前，不断加仓，一有杠杆就加

2018-09-28

$特斯拉(TSLA)$ 成功加仓

2018-10-04

$特斯拉(TSLA)$ 285又加仓了😁

2018-09-26

$特斯拉(TSLA)$ 没完没了了还。能不能跌一哈让老子加仓在涨

2018-09-26

$特斯拉(TSLA)$ 别再爆利好新闻了，稍微爆个大利空吧，我要加仓啊，充值等了好几天了

2018-11-14

$亚马逊(AMZN)$ 上蹿势能很强，要不是最近大市调整压制...

2020-05-12

$嘉年华邮轮(CCL)$盘前情绪不错

2019-12-24

$蔚来(NIO)$这股卖空利息100%。有人会空？

2018-10-01

$特斯拉(TSLA)$ 今天会不会公布q3产量公布的话330打不住啊

2018-09-28

$特斯拉(TSLA)$ 机会来了朋友们押房子卖老婆加仓

2020-06-30

$切萨皮克能源(CHKAQ)$来了来了涨经验了

2020-04-30

$嘉年华邮轮(CCL)$又加了2000股[得意]

2019-12-28

$特斯拉(TSLA)$又起来了

2018-09-18

$特斯拉(TSLA)$ 回到300

2020-04-28

$嘉年华邮轮(CCL)$看不懂为什么涨的可以看看wsj前天那篇报道。简单来说美联储放水使得邮轮公司融资更容易，破产概率更低了

抱歉，原内容已删除

2020-04-20

$嘉年华邮轮(CCL)$居然转绿了

2018-11-08

$亚马逊(AMZN)$ 莫名其妙被一顿涨了四千块

2018-09-11

$特斯拉(TSLA)$ 定个小目标。今晚温和回升10个点。

2019-12-19

$特斯拉(TSLA)$突破了

2018-11-08

$亚马逊(AMZN)$ $PayPal(PYPL)$ $Shopify Inc(SHOP)$ $Square, Inc(SQ)$ 这几只今晚涨红眼了。共同点，都是本土电商&支付

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[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/924173197","isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":924379812,"gmtCreate":1588240965136,"gmtModify":1704367054400,"author":{"id":"3498394407479542","authorId":"3498394407479542","name":"摩根大锤","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3498394407479542","authorIdStr":"3498394407479542"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCL\">$嘉年华邮轮(CCL)$</a>又加了2000股[得意]&nbsp;","listText":"<a href=\"https://laohu8.com/S/CCL\">$嘉年华邮轮(CCL)$</a>又加了2000股[得意]&nbsp;","text":"$嘉年华邮轮(CCL)$又加了2000股[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/924379812","isVote":1,"tweetType":1,"viewCount":1974,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"赌搏","avatar":"https://static.tigerbbs.com/b84db6b69ddd9a2009dd889301c66ea5","crmLevel":6,"crmLevelSwitch":0,"idStr":"3463446769405484","authorIdStr":"3463446769405484"},"content":"晒一个看看","text":"晒一个看看","html":"晒一个看看"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":924065631,"gmtCreate":1588168292723,"gmtModify":1704366731011,"author":{"id":"3498394407479542","authorId":"3498394407479542","name":"摩根大锤","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3498394407479542","authorIdStr":"3498394407479542"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCL\">$嘉年华邮轮(CCL)$</a>又加仓2000股。我的计划是，恢复到疫情水平价之前，不断加仓，一有杠杆就加","listText":"<a href=\"https://laohu8.com/S/CCL\">$嘉年华邮轮(CCL)$</a>又加仓2000股。我的计划是，恢复到疫情水平价之前，不断加仓，一有杠杆就加","text":"$嘉年华邮轮(CCL)$又加仓2000股。我的计划是，恢复到疫情水平价之前，不断加仓，一有杠杆就加","images":[{"img":"https://static.tigerbbs.com/39064c8a6813b15f9fbe7dd44eb30821","width":"1125","height":"2436"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/924065631","isVote":1,"tweetType":1,"viewCount":3949,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548284621454237","authorId":"3548284621454237","name":"H_S_H_","avatar":"https://static.tigerbbs.com/44588ca6b8438e41ee5ae27caeed4e50","crmLevel":2,"crmLevelSwitch":0,"idStr":"3548284621454237","authorIdStr":"3548284621454237"},"content":"杠杆利息是怎么算的呀？","text":"杠杆利息是怎么算的呀？","html":"杠杆利息是怎么算的呀？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":925565920,"gmtCreate":1588077797260,"gmtModify":1704366314000,"author":{"id":"3498394407479542","authorId":"3498394407479542","name":"摩根大锤","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3498394407479542","authorIdStr":"3498394407479542"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCL\">$嘉年华邮轮(CCL)$</a>看不懂为什么涨的可以看看wsj前天那篇报道。简单来说美联储放水使得邮轮公司融资更容易，破产概率更低了","listText":"<a href=\"https://laohu8.com/S/CCL\">$嘉年华邮轮(CCL)$</a>看不懂为什么涨的可以看看wsj前天那篇报道。简单来说美联储放水使得邮轮公司融资更容易，破产概率更低了","text":"$嘉年华邮轮(CCL)$看不懂为什么涨的可以看看wsj前天那篇报道。简单来说美联储放水使得邮轮公司融资更容易，破产概率更低了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/925565920","repostId":"2030343841","repostType":2,"repost":{"id":"2030343841","pubTimestamp":1588060980,"share":"https://www.laohu8.com/m/news/2030343841?lang=&edition=full","pubTime":"2020-04-28 16:03","market":"us","language":"en","title":"Did Carnival get a backdoor Fed bailout?","url":"https://stock-news.laohu8.com/highlight/detail?id=2030343841","media":"Yoel Minkoff","summary":"An interesting piece in the WSJ appears to be highlighting the role of the Fed in picking winners an","content":"<html><body><div><div>\n<p>An interesting piece in the <i>WSJ</i> appears to be highlighting the role of the Fed in picking winners and losers of the coronavirus epidemic.</p>\n<p>Back in March, Carnival (NYSE:CCL) found a group of hedge funds willing to offer a cumbersome lifeline to the cruise operator, with up to $6B at \"an annual interest rate exceeding 15% and potentially give the lenders a stake in the company.\"</p>\n<p>That all changed on March 23 when the Fed entered defibrillated bond markets with an unprecedented lending program, allowing Carnival to lower those rates and grab a ton of taxpayer money by way of lender investment.</p>\n</div><div><p><b>Click to subscribe to real-time analytics on CCL</b></p></div><div><p>Now read: <b>National Oilwell Varco EPS misses by $5.42, misses on revenue »</b></p></div></div></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>Did Carnival get a backdoor Fed bailout?</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; 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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\">\nDid Carnival get a backdoor Fed bailout?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-28 16:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3565056-carnival-get-backdoor-fed-bailout><strong>Yoel Minkoff</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>An interesting piece in the WSJ appears to be highlighting the role of the Fed in picking winners and losers of the coronavirus epidemic.\nBack in March, Carnival (NYSE:CCL) found a group of hedge ...</p>\n\n<a href=\"https://seekingalpha.com/news/3565056-carnival-get-backdoor-fed-bailout\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CCL":"嘉年华邮轮"},"source_url":"https://seekingalpha.com/news/3565056-carnival-get-backdoor-fed-bailout","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2030343841","content_text":"An interesting piece in the WSJ appears to be highlighting the role of the Fed in picking winners and losers of the coronavirus epidemic.\nBack in March, Carnival (NYSE:CCL) found a group of hedge funds willing to offer a cumbersome lifeline to the cruise operator, with up to $6B at \"an annual interest rate exceeding 15% and potentially give the lenders a stake in the company.\"\nThat all changed on March 23 when the Fed entered defibrillated bond markets with an unprecedented lending program, allowing Carnival to lower those rates and grab a ton of taxpayer money by way of lender investment.\nClick to subscribe to real-time analytics on CCLNow read: National Oilwell Varco EPS misses by $5.42, misses on revenue »","news_type":1},"isVote":1,"tweetType":1,"viewCount":1627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":922044616,"gmtCreate":1587398283335,"gmtModify":1704363987387,"author":{"id":"3498394407479542","authorId":"3498394407479542","name":"摩根大锤","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3498394407479542","authorIdStr":"3498394407479542"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCL\">$嘉年华邮轮(CCL)$</a>已经没什么能击败这个市场了。#dontfightthefed#","listText":"<a href=\"https://laohu8.com/S/CCL\">$嘉年华邮轮(CCL)$</a>已经没什么能击败这个市场了。#dontfightthefed#","text":"$嘉年华邮轮(CCL)$已经没什么能击败这个市场了。#dontfightthefed#","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/922044616","isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":922045969,"gmtCreate":1587397926851,"gmtModify":1704363985484,"author":{"id":"3498394407479542","authorId":"3498394407479542","name":"摩根大锤","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3498394407479542","authorIdStr":"3498394407479542"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCL\">$嘉年华邮轮(CCL)$</a>居然转绿了","listText":"<a href=\"https://laohu8.com/S/CCL\">$嘉年华邮轮(CCL)$</a>居然转绿了","text":"$嘉年华邮轮(CCL)$居然转绿了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/922045969","isVote":1,"tweetType":1,"viewCount":1807,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492213653656314","authorId":"3492213653656314","name":"奉仙","avatar":"https://static.tigerbbs.com/3fd09b64c9bca524c9306d35418bc4fe","crmLevel":1,"crmLevelSwitch":0,"idStr":"3492213653656314","authorIdStr":"3492213653656314"},"content":"它还能跌到哪里去呢[捂脸][捂脸]估计就在这附近玩了","text":"它还能跌到哪里去呢[捂脸][捂脸]估计就在这附近玩了","html":"它还能跌到哪里去呢[捂脸][捂脸]估计就在这附近玩了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":922063435,"gmtCreate":1587393180127,"gmtModify":1704363936301,"author":{"id":"3498394407479542","authorId":"3498394407479542","name":"摩根大锤","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3498394407479542","authorIdStr":"3498394407479542"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连(CLmain)$</a>又开四支石油","listText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连(CLmain)$</a>又开四支石油","text":"$WTI原油主连(CLmain)$又开四支石油","images":[{"img":"https://static.tigerbbs.com/b3465ef51c086dcd9f4e8912e2aa4e37","width":"3024","height":"3024"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/922063435","isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":914800417,"gmtCreate":1581105607039,"gmtModify":1704343575375,"author":{"id":"3498394407479542","authorId":"3498394407479542","name":"摩根大锤","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3498394407479542","authorIdStr":"3498394407479542"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 破不破产估计看特斯拉model y上得多快了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 破不破产估计看特斯拉model y上得多快了","text":"$蔚来(NIO)$ 破不破产估计看特斯拉model y上得多快了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/914800417","repostId":"1170641188","repostType":2,"repost":{"id":"1170641188","pubTimestamp":1581043021,"share":"https://www.laohu8.com/m/news/1170641188?lang=&edition=full","pubTime":"2020-02-07 10:37","market":"us","language":"zh","title":"蔚来汽车获1亿美元融资：解药来了？杯水车薪？","url":"https://stock-news.laohu8.com/highlight/detail?id=1170641188","media":"深探","summary":"在2020年1月，蔚来$(NIO)$向一家与其无关联关系的亚洲投资基金完成了一笔非公开发行的可转换债券。\n就在昨日（2月6日），蔚来汽车宣布，与另一家与其无关联关系的亚洲投资基金签订了可转换债券认购协","content":"<p><span>在2020年1月，<a href=\"https://laohu8.com/S/NIO\">蔚来</a><a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>向一家与其无关联关系的亚洲投资基金完成了一笔非公开发行的可转换债券。</span></p>\n<p><span>就在昨日（2月6日），蔚来汽车宣布，与另一家与其无关联关系的亚洲投资基金签订了可转换债券认购协议。根据协议，蔚来将以非公开发行的方式向购买方发行和出售本金总额7000万美元的可转换债券。该认购交易预计将于2020年2月10日完成。</span></p>\n<p><span>公告显示，蔚来此次向购买方发行的可转换债券为零利息，将于2021年2月4日到期。债券到期前，债券持有人有权以如下价格转换债券：发行6个月后，以每股3.07美元的价格转换为代表公司A类普通股的ADS；如若公司因融资目的发行股票，可选择以该发行股票的每股价格转换为代表公司A类普通股的ADS。</span></p>\n<p><span>上述两笔可转换债券本金总额大约为1亿美元。</span></p>\n<p><span>与此同时，蔚来汽车还透露，公司目前有几个其他融资项目正在进行，相关讨论在现阶段仍有一定的不确定性。根据财经网的报道，蔚来相关负责人确认，“其他融资项目仍在进行，已取得积极进展。目前阶段，蔚来主要聚焦在可以给在中国的业务发展和效率提升带来战略价值的融资项目。”</span></p>\n<p><span>而该负责人透露，2019年Q3季报中提到的2亿美元可转债融资已全部完成。</span></p>\n<p><img src=\"https://static.tigerbbs.com/00f4721f98ef069de2188f87709e6d66\"></p>\n<p><b><span>解药来了吗？</span></b></p>\n<p><span>钱来了，这对于蔚来汽车来说恐怕还不是完全的解药。</span></p>\n<p><span>蔚来汽车最新一期财报显示，2019年第三季度，蔚来营业收入18.37亿元人民币，净亏损25.54亿元人民币。</span></p>\n<p><span>简言之，一个季度亏掉25亿人民币，1亿美元绝对不够烧。</span></p>\n<p><img src=\"https://static.tigerbbs.com/8306b4236d9e489883d18286d20999a0\"></p>\n<p><span>不幸的是，这或许是蔚来能找到的为数不多的稻草了。</span></p>\n<p><span>此前有消息称“广汽入股蔚来10亿美金”，但随后<a href=\"https://laohu8.com/S/02238\">广汽集团</a>发布澄清公告，表示双方目前对融资事宜确有探讨，但目前尚处于较早阶段，且存在较大不确定性；同时，总募资金额也并非坊间流传的“10亿美元”，而是通过子公司对外募集基金的方式投资不超过1.5亿美元。</span></p>\n<p><span>深探曾在《广汽救得了蔚来吗？》一文中深度探讨了广汽与蔚来汽车携手的可能性。</span></p>\n<p><span>蔚来2019年前三季度累计亏损84.3亿元人民币，高于<a href=\"https://laohu8.com/S/601238\">广汽集团</a>同期利润约20亿人民币。这也就意味着，在10亿美元坊间传说情况下，广汽集团如果成功实现对蔚来的控股，在2019年前三季度备考合并报表层面，广汽集团将面临重大亏损的局面。</span></p>\n<p><span>如果广汽集团对蔚来实现并表收购，且蔚来汽车整体经营状况改善有限的情况下，广汽集团整体业绩很可能被“扭赢为亏”。而这对于一家老牌国有控股上市公司是无论任何情况下也无法承受的风险。</span></p>\n<p><span>即使是通过成立基金拟入股蔚来，风险也不容小视：</span></p>\n<ul>\n <li><p><span>一方面，对于A股上市公司进行重大资产或股权收购，国内监管机构要求被收购公司必须处于盈利状态，而对于蔚来这种亏损大户，监管机构显然很难通过。</span></p></li>\n</ul>\n<ul>\n <li><p><span>另一方面，由于蔚来已经在美股上市，其在二级市场具有公允价值，而由于其长期处于亏损状态，其二级市场价格远高于净资产值，上市公司在收购过程中很难对其进行定价。</span></p></li>\n</ul>\n<p><span>即使广汽集团成立基金仅仅对蔚来进行投资，并不在将来谋求进一步增资或控股，对于其自身仍然存在较高风险。对于蔚来这样的亏损规模，在经营情况不出现明显改善的情况下，10亿元人民币投资显然杯水车薪。</span></p>\n<p><span>一旦将来资金链出现紧张，广汽集团成立的基金将面临重大投资减值风险。即使是通过子公司部分出资募集基金，其出资部分也面临无法回收的风险。</span></p>\n<p><img src=\"https://static.tigerbbs.com/4e04935e281816f95ad92837fd569d44\"></p>\n<p><span>而以目前蔚来的财务结构看，如果在短期内无法快速改善的情况下，获得新的融资可能真的很“南”。</span></p>\n<p><span>&nbsp;对于上市公司来说，常规的融资渠道包括发行新股、可转债、取得银行借款、信托借款、融资租赁借款等。如果公司通过以上直接渠道均无法获得融资，还可以通过大股东质押股份取得资金，再注入到上市公司的方式。</span></p>\n<p><span>以蔚来目前的财务状况以及二级市场股价来看，新股增发几乎不可能实现（估值太高销售不掉，按照目前二级市场估值老股东很难接受）；而发行美元债或可转债，以现在公司的财务状况，很难取得较高的评级。</span></p>\n<p><span>另外，无论是银行贷款、信托还是融资租赁，均需要公司有对等的资产进行抵押，而截止三季度末蔚来账面长期加短期借款总额超过85亿元人民币，远超过其账面55亿固定资产的净额，显然蔚来已经没有多余的资产再进行抵押贷款。</span></p>\n<p><span>目前唯一看似可行的融资渠道只有李斌个人通过股权质押取得现金，再注入公司。而目前蔚来低迷的股价，以及李斌个人经过数轮融资后被大幅稀释的股权比例，也很难通过股权质押方式取得大量现金。</span></p>\n<p><b><span>蔚来还好吗？</span></b></p>\n<p><span>不幸的是，蔚来很难在短时间里改善财务状况。</span></p>\n<p><span>从毛利上看，蔚来三季度毛利润为负的2.22亿元人民币，毛利率为-12.1%，较上季度的-33.4%大幅下降。然而剔除掉二季度由于电池召回导致毛利大幅下降的影响，三季度公司毛利率反而低于上季度-10.9%的水平。</span></p>\n<p><span>对比这几天一路怒涨的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，在较早时候特斯拉发布的三季度业绩报告中，其三季度综合毛利率达到18.9%，高出蔚来31个百分点；其整车毛利率则达到21.8%，高出蔚来28.6个百分点。</span></p>\n<p><span>特斯拉目前在产品结构及车型定价上与蔚来非常接近。其主力走量车型Model 3在三季度交付量占总交付量比例为83%（蔚来ES6比例为87%），指导价格与ES6也同属于30-50万人民币车型。而两公司整车销售毛利率表现却大相径庭，这在很大程度上与蔚来成本控制能力以及交付量较低有关。</span></p>\n<p><span>对于汽车生产商，其成本端主要是由汽车零部件采购、人工成本、以及制造费用（厂房、机器设备折旧等）组成，蔚来由于长期处在较低的生产及交付水平，其无论在原材料采购方面还是在制造费用的摊销上都要承担更高成本。</span></p>\n<p><span>&nbsp;除了在原材料及摊销的制造费用以外，蔚来提供予车主的保内优质服务也大幅提升了人力成本的消耗，进一步拉低了整车销售毛利率。</span></p>\n<p><span>从另一个角度也可以看出，蔚来在花费了高昂的渠道、市场、及中后台管理成本后，与所换取的销售业绩及管理效率的提升显然是不匹配的。</span></p>\n<p><img src=\"https://static.tigerbbs.com/90134205483f1f315a697d8f4298b500\"><img src=\"https://static.tigerbbs.com/bf392f93dd0a15e680a2d9ea86045ff7\"></p>\n<p><span>负毛利经营加上巨额的经营费用最终换来的是又一个季度的巨额亏损。本季度蔚来净亏损额为25.22亿元人民币，虽然相比较上个季度惊人的32.86亿元亏损有所收窄，但距离盈利仍遥不可期。</span></p>\n<p><img src=\"https://static.tigerbbs.com/b128927ada6be2a366317e4d1933090b\"></p>\n<p><span>长期的亏损经营在报表层面向下传导，则是现金流的进一步承压以及偿债风险的进一步提升。</span></p>\n<p><span>截止三季度末，蔚来账面现金及现金等价物、受限资金以及短期理财总额为19.61亿元人民币，相比较上季度末减少14.95亿元；短期借款及应付账款余额则较上季度末增加11.4亿元人民币，至46.77亿元人民币。</span></p>\n<p><span>其中，负债的增加几乎全部来自于应付账款的增加，为11.29亿元人民币。这也就意味着，蔚来在融资受阻的情况下，不得不通过压供应商款项的方式来缓解现金压力，如果将应付账款增加部分影响剔除，蔚来三季度末账面现金将少于10亿元人民币。</span></p>\n<p><span>而挤压供应商款项进一步的负面影响则是，蔚来在零部件采购成本上的提升以及对整车生产数量上的潜在影响。</span></p>\n<p><img src=\"https://static.tigerbbs.com/cc1ff2c48fbe63fe5003f0a533a4cf25\"></p>\n<p><span>在偿债能力上，蔚来三季度末资产负债率首次超过100%，达到112.5%；流动比率则进一步降低，仅为0.78，整体偿债风险进一步提升。</span></p>\n<p><img src=\"https://static.tigerbbs.com/6cac37420484d992e2f97a3b6b033893\"></p>\n<p><span>如此剖析之下，蔚来的未来，不甚乐观。</span></p>","source":"lsy1579738086157","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>蔚来汽车获1亿美元融资：解药来了？杯水车薪？</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; 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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蔚来汽车获1亿美元融资：解药来了？杯水车薪？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-02-07 10:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/2ikWx9-Fka73-hgLsaoyDw><strong>深探</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在2020年1月，蔚来$(NIO)$向一家与其无关联关系的亚洲投资基金完成了一笔非公开发行的可转换债券。\n就在昨日（2月6日），蔚来汽车宣布，与另一家与其无关联关系的亚洲投资基金签订了可转换债券认购协议。根据协议，蔚来将以非公开发行的方式向购买方发行和出售本金总额7000万美元的可转换债券。该认购交易预计将于2020年2月10日完成。\n公告显示，蔚来此次向购买方发行的可转换债券为零利息，将于...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/2ikWx9-Fka73-hgLsaoyDw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来"},"source_url":"https://mp.weixin.qq.com/s/2ikWx9-Fka73-hgLsaoyDw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170641188","content_text":"在2020年1月，蔚来$(NIO)$向一家与其无关联关系的亚洲投资基金完成了一笔非公开发行的可转换债券。\n就在昨日（2月6日），蔚来汽车宣布，与另一家与其无关联关系的亚洲投资基金签订了可转换债券认购协议。根据协议，蔚来将以非公开发行的方式向购买方发行和出售本金总额7000万美元的可转换债券。该认购交易预计将于2020年2月10日完成。\n公告显示，蔚来此次向购买方发行的可转换债券为零利息，将于2021年2月4日到期。债券到期前，债券持有人有权以如下价格转换债券：发行6个月后，以每股3.07美元的价格转换为代表公司A类普通股的ADS；如若公司因融资目的发行股票，可选择以该发行股票的每股价格转换为代表公司A类普通股的ADS。\n上述两笔可转换债券本金总额大约为1亿美元。\n与此同时，蔚来汽车还透露，公司目前有几个其他融资项目正在进行，相关讨论在现阶段仍有一定的不确定性。根据财经网的报道，蔚来相关负责人确认，“其他融资项目仍在进行，已取得积极进展。目前阶段，蔚来主要聚焦在可以给在中国的业务发展和效率提升带来战略价值的融资项目。”\n而该负责人透露，2019年Q3季报中提到的2亿美元可转债融资已全部完成。\n\n解药来了吗？\n钱来了，这对于蔚来汽车来说恐怕还不是完全的解药。\n蔚来汽车最新一期财报显示，2019年第三季度，蔚来营业收入18.37亿元人民币，净亏损25.54亿元人民币。\n简言之，一个季度亏掉25亿人民币，1亿美元绝对不够烧。\n\n不幸的是，这或许是蔚来能找到的为数不多的稻草了。\n此前有消息称“广汽入股蔚来10亿美金”，但随后广汽集团发布澄清公告，表示双方目前对融资事宜确有探讨，但目前尚处于较早阶段，且存在较大不确定性；同时，总募资金额也并非坊间流传的“10亿美元”，而是通过子公司对外募集基金的方式投资不超过1.5亿美元。\n深探曾在《广汽救得了蔚来吗？》一文中深度探讨了广汽与蔚来汽车携手的可能性。\n蔚来2019年前三季度累计亏损84.3亿元人民币，高于广汽集团同期利润约20亿人民币。这也就意味着，在10亿美元坊间传说情况下，广汽集团如果成功实现对蔚来的控股，在2019年前三季度备考合并报表层面，广汽集团将面临重大亏损的局面。\n如果广汽集团对蔚来实现并表收购，且蔚来汽车整体经营状况改善有限的情况下，广汽集团整体业绩很可能被“扭赢为亏”。而这对于一家老牌国有控股上市公司是无论任何情况下也无法承受的风险。\n即使是通过成立基金拟入股蔚来，风险也不容小视：\n\n一方面，对于A股上市公司进行重大资产或股权收购，国内监管机构要求被收购公司必须处于盈利状态，而对于蔚来这种亏损大户，监管机构显然很难通过。\n\n\n另一方面，由于蔚来已经在美股上市，其在二级市场具有公允价值，而由于其长期处于亏损状态，其二级市场价格远高于净资产值，上市公司在收购过程中很难对其进行定价。\n\n即使广汽集团成立基金仅仅对蔚来进行投资，并不在将来谋求进一步增资或控股，对于其自身仍然存在较高风险。对于蔚来这样的亏损规模，在经营情况不出现明显改善的情况下，10亿元人民币投资显然杯水车薪。\n一旦将来资金链出现紧张，广汽集团成立的基金将面临重大投资减值风险。即使是通过子公司部分出资募集基金，其出资部分也面临无法回收的风险。\n\n而以目前蔚来的财务结构看，如果在短期内无法快速改善的情况下，获得新的融资可能真的很“南”。\n 对于上市公司来说，常规的融资渠道包括发行新股、可转债、取得银行借款、信托借款、融资租赁借款等。如果公司通过以上直接渠道均无法获得融资，还可以通过大股东质押股份取得资金，再注入到上市公司的方式。\n以蔚来目前的财务状况以及二级市场股价来看，新股增发几乎不可能实现（估值太高销售不掉，按照目前二级市场估值老股东很难接受）；而发行美元债或可转债，以现在公司的财务状况，很难取得较高的评级。\n另外，无论是银行贷款、信托还是融资租赁，均需要公司有对等的资产进行抵押，而截止三季度末蔚来账面长期加短期借款总额超过85亿元人民币，远超过其账面55亿固定资产的净额，显然蔚来已经没有多余的资产再进行抵押贷款。\n目前唯一看似可行的融资渠道只有李斌个人通过股权质押取得现金，再注入公司。而目前蔚来低迷的股价，以及李斌个人经过数轮融资后被大幅稀释的股权比例，也很难通过股权质押方式取得大量现金。\n蔚来还好吗？\n不幸的是，蔚来很难在短时间里改善财务状况。\n从毛利上看，蔚来三季度毛利润为负的2.22亿元人民币，毛利率为-12.1%，较上季度的-33.4%大幅下降。然而剔除掉二季度由于电池召回导致毛利大幅下降的影响，三季度公司毛利率反而低于上季度-10.9%的水平。\n对比这几天一路怒涨的特斯拉，在较早时候特斯拉发布的三季度业绩报告中，其三季度综合毛利率达到18.9%，高出蔚来31个百分点；其整车毛利率则达到21.8%，高出蔚来28.6个百分点。\n特斯拉目前在产品结构及车型定价上与蔚来非常接近。其主力走量车型Model 3在三季度交付量占总交付量比例为83%（蔚来ES6比例为87%），指导价格与ES6也同属于30-50万人民币车型。而两公司整车销售毛利率表现却大相径庭，这在很大程度上与蔚来成本控制能力以及交付量较低有关。\n对于汽车生产商，其成本端主要是由汽车零部件采购、人工成本、以及制造费用（厂房、机器设备折旧等）组成，蔚来由于长期处在较低的生产及交付水平，其无论在原材料采购方面还是在制造费用的摊销上都要承担更高成本。\n 除了在原材料及摊销的制造费用以外，蔚来提供予车主的保内优质服务也大幅提升了人力成本的消耗，进一步拉低了整车销售毛利率。\n从另一个角度也可以看出，蔚来在花费了高昂的渠道、市场、及中后台管理成本后，与所换取的销售业绩及管理效率的提升显然是不匹配的。\n\n负毛利经营加上巨额的经营费用最终换来的是又一个季度的巨额亏损。本季度蔚来净亏损额为25.22亿元人民币，虽然相比较上个季度惊人的32.86亿元亏损有所收窄，但距离盈利仍遥不可期。\n\n长期的亏损经营在报表层面向下传导，则是现金流的进一步承压以及偿债风险的进一步提升。\n截止三季度末，蔚来账面现金及现金等价物、受限资金以及短期理财总额为19.61亿元人民币，相比较上季度末减少14.95亿元；短期借款及应付账款余额则较上季度末增加11.4亿元人民币，至46.77亿元人民币。\n其中，负债的增加几乎全部来自于应付账款的增加，为11.29亿元人民币。这也就意味着，蔚来在融资受阻的情况下，不得不通过压供应商款项的方式来缓解现金压力，如果将应付账款增加部分影响剔除，蔚来三季度末账面现金将少于10亿元人民币。\n而挤压供应商款项进一步的负面影响则是，蔚来在零部件采购成本上的提升以及对整车生产数量上的潜在影响。\n\n在偿债能力上，蔚来三季度末资产负债率首次超过100%，达到112.5%；流动比率则进一步降低，仅为0.78，整体偿债风险进一步提升。\n\n如此剖析之下，蔚来的未来，不甚乐观。","news_type":1},"isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914800289,"gmtCreate":1581105429441,"gmtModify":1704343575024,"author":{"id":"3498394407479542","authorId":"3498394407479542","name":"摩根大锤","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3498394407479542","authorIdStr":"3498394407479542"},"themes":[],"htmlText":"破不破产估计看model y上得多快了","listText":"破不破产估计看model y上得多快了","text":"破不破产估计看model y上得多快了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/914800289","repostId":"2009269926","repostType":2,"repost":{"id":"2009269926","pubTimestamp":1581038340,"share":"https://www.laohu8.com/m/news/2009269926?lang=&edition=full","pubTime":"2020-02-07 09:19","market":"sh","language":"zh","title":"蔚来获1亿美元救命钱 第三款车将硬刚特斯拉Model Y","url":"https://stock-news.laohu8.com/highlight/detail?id=2009269926","media":"新浪财经-自媒体综合","summary":"编者按：本文来自微信公众号“车东西”（ID：chedongxi），作者Juice。\n　　做出好成绩的蔚来，终于找到了救命钱。\n　　昨晚9点整，蔚来汽车在其官方网站发布公告称其已与一家非附属的亚洲投资基","content":"<html><body><div>\n<p>　　编者按：本文来自微信公众号“车东西”（ID：chedongxi），作者Juice。</p>\n<p>　　做出好成绩的<span><a href=\"https://laohu8.com/S/NIO\">蔚来</a></span><span></span>，终于找到了救命钱。</p>\n<p>　　昨晚9点整，蔚来汽车在其官方网站发布公告称其已与一家非附属的亚洲投资基金签署了最终交易文件，据此蔚来汽车将通过私募发行和出售本金总额为7000万美元（约合人民币4.88亿元）的可转换票据，双方有望在2020年2月10前后进行交易。</p>\n<p>　　此外，蔚来汽车还在2020年1月以类似的条件向另一家非附属亚洲投资基金发行了另一笔3000万美元（约合人民币2.09亿元）的可转换票据私募。</p>\n<p>　　蔚来这两次发行的可换股票据的本金总额约为1亿美元（约合人民币6.97亿元）。据悉，蔚来向买方发行的债券的利率为零，并将于2021年2月4日到期。</p>\n<p>　　在明年2月4日可转债到期时，债主可以要求蔚来偿还本息（这笔是零利率）。</p>\n<p>　　或者是按约定的3.07美元（约合人民币21.4元）/股的价格转换为蔚来的股票。如果股价上涨，进而可以赚到更多的钱。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/98/w550h348/20200207/7455-ipfprtn1704347.jpg\"/><span></span></div>\n<p>　　▲蔚来汽车官网发布的融资公告</p>\n<p>　　这笔钱对于现在的蔚来汽车来说无异于雪中送碳。但这些钱并不能完全满足需求，蔚来汽车目前也正在进行新的融资项目。蔚来汽车公告显示，蔚来汽车目前正在开展其他几个融资项目，结果尚不确定。</p>\n<p>　　蔚来汽车在2019年12月30日晚上9点发布了一拖再拖的第三季度财报，财报显示，蔚来汽车2019年第三季度总营收为18.4亿元，环比增长21.8%，同比增长25%。虽然亏损有所下降，但亏损额仍然高达25亿，现实很残酷。</p>\n<p>　　虽然蔚来汽车在2019年第三季度交付4799辆电动汽车，环比增长35%，车辆销售收入为17.7亿元，环比增长22.5%，同比增长21.5%，但仍然抵不住蔚来烧钱的速度。</p>\n<p>　　在收到这笔钱之后，蔚来将能够扭转目前的资金困境，在车市寒冬和新型冠状病毒的双重影响下继续生存下去，但未来怎么生存，还要靠蔚来自己。</p>\n<p>　　<strong>蔚来获1亿美元融资，还在开展其他融资项目</strong></p>\n<p>　　蔚来目前最大的难题就是缺钱，2019年以来，蔚来曾多次传出融资绯闻，最终都没有成为现实。但现在蔚来终于找了能够让其渡过难关的钱了。</p>\n<p>　　昨晚9时许，蔚来在其官方网站发布了最新的融资公告，公告显示蔚来已与一家非附属的亚洲投资基金签署了最终交易文件，据此蔚来汽车将通过私募发行和出售本金总额为7000万美元（约合人民币4.88亿元）的可转换票据，双方有望在2020年2月10前后进行交易。</p>\n<p>　　此外，蔚来还在2020年1月以类似的条件向另一家非附属亚洲投资基金发行了另一笔3000万美元约合人民币2.09亿元）的可转换票据私募。</p>\n<p>　　蔚来这两次发行的可换股票据的本金总额约为1亿美元（约合人民币6.97亿元）。据悉，蔚来向买方发行的债券的利率为零，并将于2021年2月4日到期。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/98/w550h348/20200207/7455-ipfprtn1704347.jpg\"/><span></span></div>\n<p>　　▲蔚来官网发布的融资公告</p>\n<p>　　虽然蔚来找到了可以救活自己的钱，但是却并非是以投资人直接投资的形式，而是进行了可转债融资，那么什么是可转债融资呢？</p>\n<p>　　一位分析师告诉车东西，可转债融资是双方在签署交易之前约定好可转债的期限，在到期后，债主可以要求对方偿还本息也可以将这笔钱转换成股票。</p>\n<p>　　也就是说，在明年2月4日可转债到期时，债主可以要求蔚来偿还本息（这笔是零利率）。</p>\n<p>　　或者是按约定的3.07美元（约合人民币21.4元）/股的价格转换为蔚来的股票。如果股价上涨，进而可以赚到更多的钱。</p>\n<p>　　不过，不管蔚来以何种方式来进行融资，蔚来都可以用这笔钱解燃眉之急。</p>\n<p>　　但这些钱并不能完全满足需求，蔚来目前也正在进行新的融资项目。蔚来公告显示，蔚来目前正在开展其他几个融资项目，结果尚不确定。</p>\n<p>　　<strong>蔚来2019年Q3净亏损25.2亿元，现金流吃紧</strong></p>\n<p>　　看看蔚来最近的财务状况就能明白这笔钱对于蔚来有多重要了。</p>\n<p>　　2019年12月30日晚上9点钟发布了一拖再拖的第三季度财报，财报显示，蔚来汽车2019年第三季度总营收为18.4亿元，环比增长21.8%，同比增长25%。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/754/w550h204/20200207/514f-ipfprtn1704395.jpg\"/><span></span></div>\n<p>　　▲蔚来第三季度财报数据</p>\n<p>　　但蔚来第三季度的净亏损为25.2亿元，如果将股权激励支出排除在外，净亏损为24.5亿元，现实非常残酷。</p>\n<p>　　截止至2019年9月30日，蔚来汽车的现金及现金等价物总价值为9.8亿元，即使是算上专用现金以及可能收回的短期投资，蔚来账面上的余额也仅为19.6亿元，蔚来汽车总资产为168.4亿元。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/68/w550h318/20200207/2dcd-ipfprtn1704443.jpg\"/><span></span></div>\n<p>　　▲蔚来汽车现金情况</p>\n<p>　　粗略计算，如果以2019年第三季度的净亏损25.2亿元与亏损的环比下降幅度23.3%为参考依据，蔚来第四季度有可能会亏损19.3亿元。而蔚来汽车目前账面余额为19.6亿元，过完2019年第四季度，蔚来很可能就没钱了。</p>\n<p>　　本次获得1亿美元（约合人民币6.97亿元）的融资将会解决蔚来的燃眉之急。但如果想要更好的活下来，蔚来还需要找到更多的融资，并且不断提高自己的销量。</p>\n<p>　　事实上，蔚来也有一定的优势，从销量上来看，除了7月份受ES8自燃召回影响外，蔚来整体的销量都处在上升趋势，根据蔚来官方数据，2019年，蔚来总计交付了20565台汽车，同比增长81%，涨势喜人。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/219/w550h469/20200207/ddea-ipfprtn1704542.jpg\"/><span></span></div>\n<p>　　▲蔚来汽车2019年交付情况</p>\n<p>　　根据中汽研数据中心零售数据，蔚来ES8在2019年累计售出了9259台，在国内7座大型SUV中（含燃油车）排名第六，销量与<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>Model X基本持平，路虎发现、雷克萨斯LX、宝马X7、凯迪拉克XT6等大型燃油SUV的销量也低于蔚来。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/59/w550h309/20200207/a271-ipfprtn1704575.jpg\"/><span></span></div>\n<p>　　▲大型<a href=\"https://laohu8.com/S/DLX\">豪华</a>SUV销量排名</p>\n<p>　　但需要注意的是，蔚来ES8几乎是这个列表中最便宜的车型，因此这个对比严格上说并不公平。相比之下，中型SUV的销量排名相对就更公平一些。</p>\n<p>　　中汽研数据中心的零售数据显示，ES6在2019年累计售出了11490台，位列主流中型SUV销量排名的第12位，路虎星脉、<span><a href=\"https://laohu8.com/S/JG\">极光</a></span><span></span>，以及讴歌RDX和捷豹F-PACE等产品的销量也低于蔚来。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/59/w550h309/20200207/b175-ipfprtn1704603.jpg\"/><span></span></div>\n<p>　　▲主流豪华中型SUV销量排名</p>\n<p>　　可以看到，在这两个排名中，蔚来都是唯一的自主品牌。事实上，就算和奔驰EQC、奥迪e-tron等车型相比，蔚来在豪华纯电SUV这个细分市场里，目前也处于优势地位。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/59/w550h309/20200207/2f1c-ipfprtn1704631.jpg\"/><span></span></div>\n<p>　　▲豪华品牌纯电SUV销量排名</p>\n<p>　　因此，虽然蔚来目前非常艰难，但只要熬过这段时间，蔚来还有希望可以做得更好。</p>\n<p>　　<strong>结语：1亿美元可解燃眉急，想生存还要靠自己</strong></p>\n<p>　　蔚来很缺钱已经不是什么秘密了，现在整个行业都很明白这一点。此次1亿美元（约合人民币6.97亿元）的融资，将会帮助蔚来度过目前的难关，但蔚来要想继续生存的更好，这点钱还远远不够。</p>\n<p>　　蔚来也很明白这一点，目前蔚来正在开展其他几个融资项目，并且也在试图解决自己现在存在的问题。</p>\n<p>　　蔚来在2019年推出的ES6给蔚来带来了不少的销量，也促进了蔚来销售额的增长。年底，蔚来还推出了新车型EC6，发布现场，蔚来就表示要等着跟Model Y硬刚，李斌在第三季度财报的电话会议中透露新车型已经收获了大量订单（具体数量并未透露），将会成为蔚来汽车下一代畅销车型。</p>\n<p>　　除此之外，蔚来还在削减不必要开支，2019年，蔚来大幅削减了销售、管理与研发的费用。同时，还开启了NIO Space这样的加盟营销模式，节省了大量的成本。</p>\n<p>　　总的来看，蔚来虽然解决了燃眉之急，但目前蔚来的烧钱速度仍然很快，蔚来想要有出路，还是得靠自己。</p>\n<p><span>免责声明：自媒体综合提供的内容均源自自媒体，版权归原作者所有，转载请联系原作者并获许可。文章观点仅代表作者本人，不代表<a href=\"https://laohu8.com/S/SINA\">新浪</a>立场。若内容涉及投资建议，仅供参考勿作为投资依据。投资有风险，入市需谨慎。</span></p>\n<p>责任编辑：孟然 </p>\n</div></body></html>","source":"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>蔚来获1亿美元救命钱 第三款车将硬刚特斯拉Model Y</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; 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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蔚来获1亿美元救命钱 第三款车将硬刚特斯拉Model Y\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-02-07 09:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2020-02-07/doc-iimxyqvz0910314.shtml><strong>新浪财经-自媒体综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>编者按：本文来自微信公众号“车东西”（ID：chedongxi），作者Juice。\n　　做出好成绩的蔚来，终于找到了救命钱。\n　　昨晚9点整，蔚来汽车在其官方网站发布公告称其已与一家非附属的亚洲投资基金签署了最终交易文件，据此蔚来汽车将通过私募发行和出售本金总额为7000万美元（约合人民币4.88亿元）的可转换票据，双方有望在2020年2月10前后进行交易。\n　　此外，蔚来汽车还在2020年1月以...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2020-02-07/doc-iimxyqvz0910314.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/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2020-02-07/doc-iimxyqvz0910314.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2009269926","content_text":"编者按：本文来自微信公众号“车东西”（ID：chedongxi），作者Juice。\n　　做出好成绩的蔚来，终于找到了救命钱。\n　　昨晚9点整，蔚来汽车在其官方网站发布公告称其已与一家非附属的亚洲投资基金签署了最终交易文件，据此蔚来汽车将通过私募发行和出售本金总额为7000万美元（约合人民币4.88亿元）的可转换票据，双方有望在2020年2月10前后进行交易。\n　　此外，蔚来汽车还在2020年1月以类似的条件向另一家非附属亚洲投资基金发行了另一笔3000万美元（约合人民币2.09亿元）的可转换票据私募。\n　　蔚来这两次发行的可换股票据的本金总额约为1亿美元（约合人民币6.97亿元）。据悉，蔚来向买方发行的债券的利率为零，并将于2021年2月4日到期。\n　　在明年2月4日可转债到期时，债主可以要求蔚来偿还本息（这笔是零利率）。\n　　或者是按约定的3.07美元（约合人民币21.4元）/股的价格转换为蔚来的股票。如果股价上涨，进而可以赚到更多的钱。\n\n　　▲蔚来汽车官网发布的融资公告\n　　这笔钱对于现在的蔚来汽车来说无异于雪中送碳。但这些钱并不能完全满足需求，蔚来汽车目前也正在进行新的融资项目。蔚来汽车公告显示，蔚来汽车目前正在开展其他几个融资项目，结果尚不确定。\n　　蔚来汽车在2019年12月30日晚上9点发布了一拖再拖的第三季度财报，财报显示，蔚来汽车2019年第三季度总营收为18.4亿元，环比增长21.8%，同比增长25%。虽然亏损有所下降，但亏损额仍然高达25亿，现实很残酷。\n　　虽然蔚来汽车在2019年第三季度交付4799辆电动汽车，环比增长35%，车辆销售收入为17.7亿元，环比增长22.5%，同比增长21.5%，但仍然抵不住蔚来烧钱的速度。\n　　在收到这笔钱之后，蔚来将能够扭转目前的资金困境，在车市寒冬和新型冠状病毒的双重影响下继续生存下去，但未来怎么生存，还要靠蔚来自己。\n　　蔚来获1亿美元融资，还在开展其他融资项目\n　　蔚来目前最大的难题就是缺钱，2019年以来，蔚来曾多次传出融资绯闻，最终都没有成为现实。但现在蔚来终于找了能够让其渡过难关的钱了。\n　　昨晚9时许，蔚来在其官方网站发布了最新的融资公告，公告显示蔚来已与一家非附属的亚洲投资基金签署了最终交易文件，据此蔚来汽车将通过私募发行和出售本金总额为7000万美元（约合人民币4.88亿元）的可转换票据，双方有望在2020年2月10前后进行交易。\n　　此外，蔚来还在2020年1月以类似的条件向另一家非附属亚洲投资基金发行了另一笔3000万美元约合人民币2.09亿元）的可转换票据私募。\n　　蔚来这两次发行的可换股票据的本金总额约为1亿美元（约合人民币6.97亿元）。据悉，蔚来向买方发行的债券的利率为零，并将于2021年2月4日到期。\n\n　　▲蔚来官网发布的融资公告\n　　虽然蔚来找到了可以救活自己的钱，但是却并非是以投资人直接投资的形式，而是进行了可转债融资，那么什么是可转债融资呢？\n　　一位分析师告诉车东西，可转债融资是双方在签署交易之前约定好可转债的期限，在到期后，债主可以要求对方偿还本息也可以将这笔钱转换成股票。\n　　也就是说，在明年2月4日可转债到期时，债主可以要求蔚来偿还本息（这笔是零利率）。\n　　或者是按约定的3.07美元（约合人民币21.4元）/股的价格转换为蔚来的股票。如果股价上涨，进而可以赚到更多的钱。\n　　不过，不管蔚来以何种方式来进行融资，蔚来都可以用这笔钱解燃眉之急。\n　　但这些钱并不能完全满足需求，蔚来目前也正在进行新的融资项目。蔚来公告显示，蔚来目前正在开展其他几个融资项目，结果尚不确定。\n　　蔚来2019年Q3净亏损25.2亿元，现金流吃紧\n　　看看蔚来最近的财务状况就能明白这笔钱对于蔚来有多重要了。\n　　2019年12月30日晚上9点钟发布了一拖再拖的第三季度财报，财报显示，蔚来汽车2019年第三季度总营收为18.4亿元，环比增长21.8%，同比增长25%。\n\n　　▲蔚来第三季度财报数据\n　　但蔚来第三季度的净亏损为25.2亿元，如果将股权激励支出排除在外，净亏损为24.5亿元，现实非常残酷。\n　　截止至2019年9月30日，蔚来汽车的现金及现金等价物总价值为9.8亿元，即使是算上专用现金以及可能收回的短期投资，蔚来账面上的余额也仅为19.6亿元，蔚来汽车总资产为168.4亿元。\n\n　　▲蔚来汽车现金情况\n　　粗略计算，如果以2019年第三季度的净亏损25.2亿元与亏损的环比下降幅度23.3%为参考依据，蔚来第四季度有可能会亏损19.3亿元。而蔚来汽车目前账面余额为19.6亿元，过完2019年第四季度，蔚来很可能就没钱了。\n　　本次获得1亿美元（约合人民币6.97亿元）的融资将会解决蔚来的燃眉之急。但如果想要更好的活下来，蔚来还需要找到更多的融资，并且不断提高自己的销量。\n　　事实上，蔚来也有一定的优势，从销量上来看，除了7月份受ES8自燃召回影响外，蔚来整体的销量都处在上升趋势，根据蔚来官方数据，2019年，蔚来总计交付了20565台汽车，同比增长81%，涨势喜人。\n\n　　▲蔚来汽车2019年交付情况\n　　根据中汽研数据中心零售数据，蔚来ES8在2019年累计售出了9259台，在国内7座大型SUV中（含燃油车）排名第六，销量与特斯拉Model X基本持平，路虎发现、雷克萨斯LX、宝马X7、凯迪拉克XT6等大型燃油SUV的销量也低于蔚来。\n\n　　▲大型豪华SUV销量排名\n　　但需要注意的是，蔚来ES8几乎是这个列表中最便宜的车型，因此这个对比严格上说并不公平。相比之下，中型SUV的销量排名相对就更公平一些。\n　　中汽研数据中心的零售数据显示，ES6在2019年累计售出了11490台，位列主流中型SUV销量排名的第12位，路虎星脉、极光，以及讴歌RDX和捷豹F-PACE等产品的销量也低于蔚来。\n\n　　▲主流豪华中型SUV销量排名\n　　可以看到，在这两个排名中，蔚来都是唯一的自主品牌。事实上，就算和奔驰EQC、奥迪e-tron等车型相比，蔚来在豪华纯电SUV这个细分市场里，目前也处于优势地位。\n\n　　▲豪华品牌纯电SUV销量排名\n　　因此，虽然蔚来目前非常艰难，但只要熬过这段时间，蔚来还有希望可以做得更好。\n　　结语：1亿美元可解燃眉急，想生存还要靠自己\n　　蔚来很缺钱已经不是什么秘密了，现在整个行业都很明白这一点。此次1亿美元（约合人民币6.97亿元）的融资，将会帮助蔚来度过目前的难关，但蔚来要想继续生存的更好，这点钱还远远不够。\n　　蔚来也很明白这一点，目前蔚来正在开展其他几个融资项目，并且也在试图解决自己现在存在的问题。\n　　蔚来在2019年推出的ES6给蔚来带来了不少的销量，也促进了蔚来销售额的增长。年底，蔚来还推出了新车型EC6，发布现场，蔚来就表示要等着跟Model Y硬刚，李斌在第三季度财报的电话会议中透露新车型已经收获了大量订单（具体数量并未透露），将会成为蔚来汽车下一代畅销车型。\n　　除此之外，蔚来还在削减不必要开支，2019年，蔚来大幅削减了销售、管理与研发的费用。同时，还开启了NIO Space这样的加盟营销模式，节省了大量的成本。\n　　总的来看，蔚来虽然解决了燃眉之急，但目前蔚来的烧钱速度仍然很快，蔚来想要有出路，还是得靠自己。\n免责声明：自媒体综合提供的内容均源自自媒体，版权归原作者所有，转载请联系原作者并获许可。文章观点仅代表作者本人，不代表新浪立场。若内容涉及投资建议，仅供参考勿作为投资依据。投资有风险，入市需谨慎。\n责任编辑：孟然","news_type":1},"isVote":1,"tweetType":1,"viewCount":944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":924065631,"gmtCreate":1588168292723,"gmtModify":1704366731011,"author":{"id":"3498394407479542","authorId":"3498394407479542","name":"摩根大锤","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3498394407479542","authorIdStr":"3498394407479542"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCL\">$嘉年华邮轮(CCL)$</a>又加仓2000股。我的计划是，恢复到疫情水平价之前，不断加仓，一有杠杆就加","listText":"<a 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