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辣马葩

辣马葩

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IP属地：北京

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1主题

0勋章

2022-10-05

$小鹏汽车(XPEV)$快倒闭吧！用一堆奸臣滥竽充数！田秋结和三里屯店长这样的一点能力没有的，居然活得挺好… 小鹏用一堆渣渣，产品再好，也无济于事吧

2022-09-22

不会，我还会买蔚来

“梦中情车”G9：肩负着提振小鹏毛利率的大任

2021-04-29

很久没有看老虎账号了

2020-11-03

已做空，暴风雨快来

2020-09-24

快跌吧…空空空

2020-09-22

等开盘…哇咔咔

2020-09-04

$蔚来(NIO)$深V

2020-08-14

$理想汽车(LI)$纯属脱了裤子放屁的产品

2020-07-24

做空就对了

2020-07-24

优信一分钱玩两天了

2020-07-06

$蔚来(NIO)$美国的消费券是不是发到股市里了

2020-07-06

$蔚来(NIO)$美国队醒了这是？

2020-03-21

$蔚来(NIO)$见底了？

2020-03-21

$博伊德赌场(BYD)$什么情况

2020-03-21

$博伊德赌场(BYD)$什么情况

2020-03-03

试问美股崩盘万点对A股伤害多大

2020-03-02

…

特斯拉盘前涨近10%，报道称Model Y即将开始交付

2020-02-27

$慧择控股(HUIZ)$良心了

2020-02-22

快跌吧

市场综述：恒指跌1.09%，沪深成交额连续三日突破万亿

2020-02-22

$特斯拉(TSLA)$这算不算三只乌鸦？

去老虎APP查看更多动态

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20:41","market":"us","language":"zh","title":"“梦中情车”G9：肩负着提振小鹏毛利率的大任","url":"https://stock-news.laohu8.com/highlight/detail?id=1106073449","media":"有数DataVision","summary":"9月21日晚，小鹏汽车终于发布了一款去年11月就亮相的，被何小鹏称为“梦中情车”的--小鹏G9。最早亮相，却晚于同为中大型SUV的蔚来ES7、理想L9的上市交付，友商对标库里南，小鹏也把保时捷卡宴和迈","content":"<html><head></head><body><p>9月21日晚，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>终于发布了一款去年11月就亮相的，被何小鹏称为“梦中情车”的--小鹏G9。</p><p>最早亮相，却晚于同为中大型SUV的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>ES7、理想L9的上市交付，友商对标库里南，小鹏也把保时捷卡宴和迈巴赫GLS拉出来溜溜。在这个各家都在争抢的“最具性价比”的中高端价格带上，小鹏无疑是先发后至的那一位。</p><p>小鹏G9通过六款不同的车型，定价落在30.99万-46.99万，是小鹏最贵的SUV，这差价够买一辆G3i了，但它身上其实只背负了一个目标：<b>拯救小鹏的毛利率。</b></p><p><img src=\"https://static.tigerbbs.com/8b87230feae4efa88bea33187eb40cde\" tg-width=\"1080\" tg-height=\"920\" referrerpolicy=\"no-referrer\"/></p><p>何小鹏本人曾说过：“年销10万辆是一切可能的前提”。</p><p>这话不无道理，毕竟纯电车企唯一盈利的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>正是如此：特斯拉在2017年年销量超过10万辆，三年后的2020年销量达到50万辆时，净利润首次转正达到56.2亿元。</p><p><img src=\"https://static.tigerbbs.com/2e3b26b6d892906866cf88b3d19ac912\" tg-width=\"1080\" tg-height=\"917\" referrerpolicy=\"no-referrer\"/></p><p>10万生死线对小鹏来说已不是问题：截止今年前8个月，小鹏实现9万辆交付。然而与之对应的，则是特斯拉在跨越这道生死线之时，毛利率已高达18.9%，而小鹏如今只有11%。</p><p>要想实现何小鹏期待的“公司毛利率提升到25%以上”，上探价格带势在必行，而捅破30W这层窗户纸的G9首先正是承担这一职责。</p><p>除了单价，利润的另一面则是销量。</p><p><b>小鹏G9的出现，完善了小鹏的产品矩阵。</b>自燃油车时代起，盈利能力最强的企业从不是<a href=\"https://laohu8.com/S/RRN.UK\">劳斯莱斯</a>或者保时捷，福特和丰田才是价值之王，而它们都有一个特点：<b>牢牢抓住了15-40万元这个中高端价格段市场</b>，是因为这个价格段一方面价格不高易于接受，销量有所保证，同时有充足的利润空间，在价格与销量两个方面取得平衡。</p><p>而此前的小鹏在轿车领域有P5和P7的互补，SUV领域仅有一款中低端定位的G3i，相比于特斯拉拥有的Model Y和Model X、理想的ONE和L9、<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>ES7，G9总算是补上了这个价格带的空白。</p><p><img src=\"https://static.tigerbbs.com/751ab8153872c51b688a487392476c74\" tg-width=\"1080\" tg-height=\"710\" referrerpolicy=\"no-referrer\"/></p><p>产品矩阵完善后，既能进一步打开小鹏的潜在客户群，也能给那些原本就想买小鹏汽车的消费者多一个选择，<b>而这些一定程度上都可以提振自身日渐低迷的销量---年初领头羊，现已被蔚来超越。</b></p><p><img src=\"https://static.tigerbbs.com/38c8b736f68b6c190354cac3223b2a25\" tg-width=\"1080\" tg-height=\"917\" referrerpolicy=\"no-referrer\"/></p><p>被寄托了“量价齐升”的G9目的就很清晰了：小鹏也在寻求高端化的路线。</p><p>如今的新能源车竞争其实可以从消费电子身上找到一些影子，小米说了这么多年的高端化，结果仅仅是把手机定价提高到了7000元，而净利润却反而下滑了八成，反观<a href=\"https://laohu8.com/S/AAPL\">苹果</a>却凭借着差异化优势在高端机市场一路狂飙。</p><p>如今追求<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>体验的新能源车也是如此，国内唯一盈利的车企<a href=\"https://laohu8.com/S/002594\">比亚迪</a>也正是由于智能化程度不高，而仅有2.4%的净利率。</p><p>为了让G9真正成为主流高端车系列中的一员，何小鹏为其配上了一把三叉戟：</p><p>智能化解放司机双手</p><p>快充解决续航焦虑</p><p>小鹏音乐厅</p><p><b>智能化是软硬件结合的综合呈现，为了提升智能化能力G9在这两方面都有了升级。</b>在硬件方面，为了提升对外界环境的感知能力，小鹏G9配备了31一个感知硬件，其中包括价格昂贵的2个激光雷达，辅助驾驶芯片算力由原先30Tops，升级到了508Tops。</p><p>在软件方面，G9成为首款可以应用XNGP（第二代辅助驾驶系统）的车型，用何小鹏的话来说：“智能汽车迈向无人驾驶汽车前的最后一代。”</p><p>不过要想实现XNGP系统的主要功能，要到两年后能视情况逐渐发挥，在此之前仍处在“有条件”实现阶段。</p><p>快充方面，G9实现了充电5分钟、续航200km，从10%充到80%最快仅需15分钟，前提是要用小鹏自己的充电桩或者是800V的超充桩。</p><p>这玩意今年预计能建50个左右。按照小鹏的计划，到2025年才能实现累计投运超过2000座超快充站。对比特斯拉目前超级充电桩有8900多个，显然有些落后。</p><p>最后则是汽车空间设计，隔壁蔚来有ES7“第二起居室”，强调安全，舒适；理想L9的“移动的家”，让车成为家的延伸；而小鹏一如既往继续主打“小鹏音乐厅”，突出汽车的影视体验。</p><p>这个车载音箱只能说是仁者见仁智者见智的东西了。</p><p>综上，这三叉戟基本都是真正的“未来”科技。</p><p>回到这个30W以上的市场本身，来看小鹏G9月销万辆的目标。</p><p><img src=\"https://static.tigerbbs.com/2e5c02c619074a6a894e695f5fe732ee\" tg-width=\"1080\" tg-height=\"918\" referrerpolicy=\"no-referrer\"/></p><p>从整体来看，售价30万以上的汽车（包括新能源和燃油车）2021年销量为211.4万辆，分解到每个月大约是17.5万辆左右，而30万以下市场月销量约150万辆。</p><p>从购车人群来看，购买30万以上汽车的购车人群短时间很难突破。以一辆价值30万的汽车，按照首付比15万来计算，每个月需要偿还的车贷在6000块钱左右，而我国城镇私营单位就业人员月均薪资刚超过5000不久。</p><p><img src=\"https://static.tigerbbs.com/ca726df3aea90be1be49859d106daa36\" tg-width=\"1080\" tg-height=\"918\" referrerpolicy=\"no-referrer\"/></p><p><b>30万以上的车型总蛋糕不大，且增速还出现下滑趋势，同时还充满了强劲的竞争对手。</b></p><p>作为新能源SUV，首先要面对的就是特斯拉的Model Y。目前特斯拉一个季度可以交付6-7万辆左右Model Y，其中很大一部分原因在于仍然需要向欧洲出口。之后随着德国柏林产能释放，Model Y极限月交付能力约能达到5万辆以上。</p><p>除去特斯拉的Model Y，小鹏面对的竞争对手还有国内的新势力们。首先是纯电方面，目前其他车企总共月交付在1.5-2万辆左右，最大的增长点主要来自蔚来ET7，伴随着ET5的正式交付，整体月交付可能达到3-4万辆左右。</p><p>然后是增程车型，理想抢先发布的L9，车身尺寸明显比小鹏G9大一截，而从以往的经验来看大尺寸车虽然更贵，但还是会比小尺寸车更好卖。而理想为了吃下更大的蛋糕，还将发布L8来抢夺更多的份额，再加上问界M7等车型，这又要吃掉3-4万辆的市场份额。[3]</p><p>剩下的空间其实已经很有限，这月销一万辆基本只能从其它家身上抢。</p><p><b>时间紧，任务重。你们会买吗？</b></p></body></html>","source":"lsy1646381309948","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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“梦中情车”G9：肩负着提振小鹏毛利率的大任\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-22 20:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/KhHqj1kHQFAKOKmMaW6QEA><strong>有数DataVision</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月21日晚，小鹏汽车终于发布了一款去年11月就亮相的，被何小鹏称为“梦中情车”的--小鹏G9。最早亮相，却晚于同为中大型SUV的蔚来ES7、理想L9的上市交付，友商对标库里南，小鹏也把保时捷卡宴和迈巴赫GLS拉出来溜溜。在这个各家都在争抢的“最具性价比”的中高端价格带上，小鹏无疑是先发后至的那一位。小鹏G9通过六款不同的车型，定价落在30.99万-46.99万，是小鹏最贵的SUV，这差价够买一辆...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/KhHqj1kHQFAKOKmMaW6QEA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"BK1588":"回港中概股","XPEV":"小鹏汽车","BK4551":"寇图资本持仓","09868":"小鹏汽车-W","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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Y和Model X、理想的ONE和L9、蔚来ES7，G9总算是补上了这个价格带的空白。产品矩阵完善后，既能进一步打开小鹏的潜在客户群，也能给那些原本就想买小鹏汽车的消费者多一个选择，而这些一定程度上都可以提振自身日渐低迷的销量---年初领头羊，现已被蔚来超越。被寄托了“量价齐升”的G9目的就很清晰了：小鹏也在寻求高端化的路线。如今的新能源车竞争其实可以从消费电子身上找到一些影子，小米说了这么多年的高端化，结果仅仅是把手机定价提高到了7000元，而净利润却反而下滑了八成，反观苹果却凭借着差异化优势在高端机市场一路狂飙。如今追求智能体验的新能源车也是如此，国内唯一盈利的车企比亚迪也正是由于智能化程度不高，而仅有2.4%的净利率。为了让G9真正成为主流高端车系列中的一员，何小鹏为其配上了一把三叉戟：智能化解放司机双手快充解决续航焦虑小鹏音乐厅智能化是软硬件结合的综合呈现，为了提升智能化能力G9在这两方面都有了升级。在硬件方面，为了提升对外界环境的感知能力，小鹏G9配备了31一个感知硬件，其中包括价格昂贵的2个激光雷达，辅助驾驶芯片算力由原先30Tops，升级到了508Tops。在软件方面，G9成为首款可以应用XNGP（第二代辅助驾驶系统）的车型，用何小鹏的话来说：“智能汽车迈向无人驾驶汽车前的最后一代。”不过要想实现XNGP系统的主要功能，要到两年后能视情况逐渐发挥，在此之前仍处在“有条件”实现阶段。快充方面，G9实现了充电5分钟、续航200km，从10%充到80%最快仅需15分钟，前提是要用小鹏自己的充电桩或者是800V的超充桩。这玩意今年预计能建50个左右。按照小鹏的计划，到2025年才能实现累计投运超过2000座超快充站。对比特斯拉目前超级充电桩有8900多个，显然有些落后。最后则是汽车空间设计，隔壁蔚来有ES7“第二起居室”，强调安全，舒适；理想L9的“移动的家”，让车成为家的延伸；而小鹏一如既往继续主打“小鹏音乐厅”，突出汽车的影视体验。这个车载音箱只能说是仁者见仁智者见智的东西了。综上，这三叉戟基本都是真正的“未来”科技。回到这个30W以上的市场本身，来看小鹏G9月销万辆的目标。从整体来看，售价30万以上的汽车（包括新能源和燃油车）2021年销量为211.4万辆，分解到每个月大约是17.5万辆左右，而30万以下市场月销量约150万辆。从购车人群来看，购买30万以上汽车的购车人群短时间很难突破。以一辆价值30万的汽车，按照首付比15万来计算，每个月需要偿还的车贷在6000块钱左右，而我国城镇私营单位就业人员月均薪资刚超过5000不久。30万以上的车型总蛋糕不大，且增速还出现下滑趋势，同时还充满了强劲的竞争对手。作为新能源SUV，首先要面对的就是特斯拉的Model Y。目前特斯拉一个季度可以交付6-7万辆左右Model Y，其中很大一部分原因在于仍然需要向欧洲出口。之后随着德国柏林产能释放，Model Y极限月交付能力约能达到5万辆以上。除去特斯拉的Model 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17:04","market":"us","language":"zh","title":"特斯拉盘前涨近10%，报道称Model Y即将开始交付","url":"https://stock-news.laohu8.com/highlight/detail?id=1115265077","media":"老虎资讯综合","summary":"3月2日，特斯拉$(TSLA)$盘前涨近10%，报道称Model Y即将开始交付。据外媒报道，特斯拉官方宣布首批Model Y将于3月份开始交付到客户手中。Model Y是特斯拉推出的首款中型纯电动S","content":"<p>3月2日，<span>特斯拉<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>盘前涨近10%，报道称Model Y即将开始交付。</span></p><p><img src=\"https://static.tigerbbs.com/3a0d6dde43aa92d3e14e6005c3d9b454\"/></p><p><span>据外媒报道，特斯拉官方宣布首批Model Y将于3月份开始交付到客户手中。</span></p><p><span>Model Y是特斯拉推出的首款中型纯电动SUV，新车于2019年3月正式发布，其外观设计延续了Model 3的设计语言，但身形更符合SUV的轮廓，车身整体尺寸也更大。官方表示，Model Y与Model 3的零件通用比例达到了70%。</span></p><p><img src=\"https://static.tigerbbs.com/96f2ba4d910c84806860c3cd291f5e5e\" /></p>","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\" 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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特斯拉盘前涨近10%，报道称Model Y即将开始交付\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\">2020-03-02 17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月2日，<span>特斯拉<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>盘前涨近10%，报道称Model Y即将开始交付。</span></p><p><img src=\"https://static.tigerbbs.com/3a0d6dde43aa92d3e14e6005c3d9b454\"/></p><p><span>据外媒报道，特斯拉官方宣布首批Model Y将于3月份开始交付到客户手中。</span></p><p><span>Model Y是特斯拉推出的首款中型纯电动SUV，新车于2019年3月正式发布，其外观设计延续了Model 3的设计语言，但身形更符合SUV的轮廓，车身整体尺寸也更大。官方表示，Model Y与Model 3的零件通用比例达到了70%。</span></p><p><img src=\"https://static.tigerbbs.com/96f2ba4d910c84806860c3cd291f5e5e\" /></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115265077","content_text":"3月2日，特斯拉$(TSLA)$盘前涨近10%，报道称Model Y即将开始交付。据外媒报道，特斯拉官方宣布首批Model Y将于3月份开始交付到客户手中。Model Y是特斯拉推出的首款中型纯电动SUV，新车于2019年3月正式发布，其外观设计延续了Model 3的设计语言，但身形更符合SUV的轮廓，车身整体尺寸也更大。官方表示，Model Y与Model 3的零件通用比例达到了70%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":989827893,"gmtCreate":1582806317512,"gmtModify":1704347737242,"author":{"id":"3499941669030246","authorId":"3499941669030246","name":"辣马葩","avatar":"https://static.tigerbbs.com/489fdfc22f2e1f8ff595b25bd7a8b7e2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499941669030246","authorIdStr":"3499941669030246"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HUIZ\">$慧择控股(HUIZ)$</a>良心了","listText":"<a href=\"https://laohu8.com/S/HUIZ\">$慧择控股(HUIZ)$</a>良心了","text":"$慧择控股(HUIZ)$良心了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/989827893","isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":980603132,"gmtCreate":1582317502226,"gmtModify":1704346428805,"author":{"id":"3499941669030246","authorId":"3499941669030246","name":"辣马葩","avatar":"https://static.tigerbbs.com/489fdfc22f2e1f8ff595b25bd7a8b7e2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499941669030246","authorIdStr":"3499941669030246"},"themes":[],"htmlText":"快跌吧","listText":"快跌吧","text":"快跌吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/980603132","repostId":"1133880403","repostType":2,"repost":{"id":"1133880403","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":1582275156,"share":"https://www.laohu8.com/m/news/1133880403?lang=&edition=full","pubTime":"2020-02-21 16:52","market":"hk","language":"zh","title":"市场综述：恒指跌1.09%，沪深成交额连续三日突破万亿","url":"https://stock-news.laohu8.com/highlight/detail?id=1133880403","media":"老虎资讯综合","summary":"港股港股港股市场集体低迷，主要股指皆下挫逾1%。肺炎疫情在其他国家扩散，市场再度忧虑疫情对经济影响。亚太股市收盘多数下跌，惟A股继续强势。截至收盘，恒指跌1.09%，报27308.81点。国指跌1.1","content":"<p><b><span>港股</span></b></p><p><span>港股港股市场集体低迷，主要股指皆下挫逾1%。肺炎疫情在其他国家扩散，市场再度忧虑疫情对经济影响。亚太股市收盘多数下跌，惟A股继续强势。截至收盘，恒指跌1.09%，报27308.81点。国指跌1.13%，报10790.84点。主板全日成交1002.51亿港元，港股通净流入10.71亿港元。</span></p><p><img src=\"https://static.tigerbbs.com/e210575126e1a1508aecb138910b4bb1\" /></p><p><span>从板块表现看，虚拟现实逆势领涨，黄金股、LED概念强势，乳制品、影视娱乐、重型机械股小幅上涨，在线教育股大跌居前，濠赌股、手游股承压，纸业股、系统软件、航空股、半导体普跌。</span></p><p><span>个股方面，恒指成份股中惟恒安国际收涨0.58%，金沙中国大跌3.39%表现最弱；腾讯大跌2.22%拖累恒指下跌72点；山东黄金升近3%。</span></p><p><span>港股通标的</span><b><span><a href=\"https://laohu8.com/S/01717\">澳优</a> 再</span></b><b>涨10.26%</b><span>，三连飙涨近30%，</span>创半年新高。澳优预计2019 年营收约 66.9 亿元至67.5 亿元，同比增 长 24.1%至25.1%。归属母公司净利润 8.48 亿至8.78 亿，同比增长 33.6%至38.3%。调 整后归属母公司净利润 9.12 亿至9.42 亿，同比增长 56.8%至62.0%。</p><p><b><a href=\"https://laohu8.com/S/02318\">中国平安</a> 跌0.65%。</b>2月20日晚间，中国平安公布2019年业绩，归属于母公司股东的净利润同比增长39.1%至1494.07亿元，日均4.1亿元。营业收入达1.17万亿元，同比增长19.7%。摩根士丹利表示，中国平安营运业务趋势稳健，给出“增持”评级，目标价114港元。不过，因净利润略低于市场预期。</p><p><b><span>A股</span></b></p><p><span>今日沪深两市小幅分化，创业板指高举高打，再度上演逼空行情。市场炒作情绪亢奋，两市涨停个股超百只，科技股表现强势，沪深两市成交额连续三日突破万亿。沪指上涨0.31%，报收3039点；深成指上涨1.05%，报收11629点；创业板指上涨1.82%，报收2226点。</span></p><p><span>从盘面上看，云办公、量子通信、网络安全、国产操作系统等板块涨幅居前；农业服务、养鸡、机场航运等板块跌幅居前。沪股通净流出8.82亿，深股通净流入27.36亿。</span></p><p><b><span> 欧股</span></b></p><p><span>周五欧股盘初全线下挫，截至发稿，德国DAX指数跌0.05%，英国富时100指数跌0.34%，法国CAC40指数跌0.28%，欧洲斯托克50指数跌0.21%。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/2d14b9a37feddec24b8974d9c88b2b1a\" /><span>图片来源：英为财情</span></p><p><span><b>外汇</b></span></p><p><span>在岸人民币兑美元16:30收盘报7.0386，较上一交易日跌233个基点，本周累计下跌591个基点。人民币兑美元中间价调贬184个基点，报7.0210。</span></p><p><span>美元指数小幅回落，整体仍徘徊10个月高位。截至发稿，美元指数报99.64，日内跌0.25%。</span></p><p><span>交易员表示，近期疫情有在全球扩散的风险，另外欧、日、韩经济均面临下行压力，美元成关键避险货币的受到追捧，美元指数逼近100关口，创出三年新高。如果美元持续强势，人民币料仍有一定调整空间。</span></p><p><b><span>黄金</span></b></p><p><span>国际金价触及2013年2月15日以来新高至1635.40美元，并有望创下逾半年最佳周度表现。截至发稿，现货黄金报1633.17美元/盎司，日内涨0.84%。</span></p><p><span>公共卫生形势在韩国急剧恶化，亚洲股市下跌，激发了投资者新一波的避险需求。全球最大的黄金ETF持仓量周四上升0.25%至933.94吨，为2016年11月以来的最高水准。</span></p><p><b><span>原油</span></b></p><p><span>截至发稿，美国WTI原油报53.33美元/桶，跌幅1.02%；伦敦布伦特原油报58.58美元/桶，跌幅1.23%。</span></p>","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>市场综述：恒指跌1.09%，沪深成交额连续三日突破万亿</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{ 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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市场综述：恒指跌1.09%，沪深成交额连续三日突破万亿\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\">2020-02-21 16:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b><span>港股</span></b></p><p><span>港股港股市场集体低迷，主要股指皆下挫逾1%。肺炎疫情在其他国家扩散，市场再度忧虑疫情对经济影响。亚太股市收盘多数下跌，惟A股继续强势。截至收盘，恒指跌1.09%，报27308.81点。国指跌1.13%，报10790.84点。主板全日成交1002.51亿港元，港股通净流入10.71亿港元。</span></p><p><img src=\"https://static.tigerbbs.com/e210575126e1a1508aecb138910b4bb1\" /></p><p><span>从板块表现看，虚拟现实逆势领涨，黄金股、LED概念强势，乳制品、影视娱乐、重型机械股小幅上涨，在线教育股大跌居前，濠赌股、手游股承压，纸业股、系统软件、航空股、半导体普跌。</span></p><p><span>个股方面，恒指成份股中惟恒安国际收涨0.58%，金沙中国大跌3.39%表现最弱；腾讯大跌2.22%拖累恒指下跌72点；山东黄金升近3%。</span></p><p><span>港股通标的</span><b><span><a href=\"https://laohu8.com/S/01717\">澳优</a> 再</span></b><b>涨10.26%</b><span>，三连飙涨近30%，</span>创半年新高。澳优预计2019 年营收约 66.9 亿元至67.5 亿元，同比增 长 24.1%至25.1%。归属母公司净利润 8.48 亿至8.78 亿，同比增长 33.6%至38.3%。调 整后归属母公司净利润 9.12 亿至9.42 亿，同比增长 56.8%至62.0%。</p><p><b><a href=\"https://laohu8.com/S/02318\">中国平安</a> 跌0.65%。</b>2月20日晚间，中国平安公布2019年业绩，归属于母公司股东的净利润同比增长39.1%至1494.07亿元，日均4.1亿元。营业收入达1.17万亿元，同比增长19.7%。摩根士丹利表示，中国平安营运业务趋势稳健，给出“增持”评级，目标价114港元。不过，因净利润略低于市场预期。</p><p><b><span>A股</span></b></p><p><span>今日沪深两市小幅分化，创业板指高举高打，再度上演逼空行情。市场炒作情绪亢奋，两市涨停个股超百只，科技股表现强势，沪深两市成交额连续三日突破万亿。沪指上涨0.31%，报收3039点；深成指上涨1.05%，报收11629点；创业板指上涨1.82%，报收2226点。</span></p><p><span>从盘面上看，云办公、量子通信、网络安全、国产操作系统等板块涨幅居前；农业服务、养鸡、机场航运等板块跌幅居前。沪股通净流出8.82亿，深股通净流入27.36亿。</span></p><p><b><span> 欧股</span></b></p><p><span>周五欧股盘初全线下挫，截至发稿，德国DAX指数跌0.05%，英国富时100指数跌0.34%，法国CAC40指数跌0.28%，欧洲斯托克50指数跌0.21%。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/2d14b9a37feddec24b8974d9c88b2b1a\" /><span>图片来源：英为财情</span></p><p><span><b>外汇</b></span></p><p><span>在岸人民币兑美元16:30收盘报7.0386，较上一交易日跌233个基点，本周累计下跌591个基点。人民币兑美元中间价调贬184个基点，报7.0210。</span></p><p><span>美元指数小幅回落，整体仍徘徊10个月高位。截至发稿，美元指数报99.64，日内跌0.25%。</span></p><p><span>交易员表示，近期疫情有在全球扩散的风险，另外欧、日、韩经济均面临下行压力，美元成关键避险货币的受到追捧，美元指数逼近100关口，创出三年新高。如果美元持续强势，人民币料仍有一定调整空间。</span></p><p><b><span>黄金</span></b></p><p><span>国际金价触及2013年2月15日以来新高至1635.40美元，并有望创下逾半年最佳周度表现。截至发稿，现货黄金报1633.17美元/盎司，日内涨0.84%。</span></p><p><span>公共卫生形势在韩国急剧恶化，亚洲股市下跌，激发了投资者新一波的避险需求。全球最大的黄金ETF持仓量周四上升0.25%至933.94吨，为2016年11月以来的最高水准。</span></p><p><b><span>原油</span></b></p><p><span>截至发稿，美国WTI原油报53.33美元/桶，跌幅1.02%；伦敦布伦特原油报58.58美元/桶，跌幅1.23%。</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133880403","content_text":"港股港股港股市场集体低迷，主要股指皆下挫逾1%。肺炎疫情在其他国家扩散，市场再度忧虑疫情对经济影响。亚太股市收盘多数下跌，惟A股继续强势。截至收盘，恒指跌1.09%，报27308.81点。国指跌1.13%，报10790.84点。主板全日成交1002.51亿港元，港股通净流入10.71亿港元。从板块表现看，虚拟现实逆势领涨，黄金股、LED概念强势，乳制品、影视娱乐、重型机械股小幅上涨，在线教育股大跌居前，濠赌股、手游股承压，纸业股、系统软件、航空股、半导体普跌。个股方面，恒指成份股中惟恒安国际收涨0.58%，金沙中国大跌3.39%表现最弱；腾讯大跌2.22%拖累恒指下跌72点；山东黄金升近3%。港股通标的澳优 再涨10.26%，三连飙涨近30%，创半年新高。澳优预计2019 年营收约 66.9 亿元至67.5 亿元，同比增 长 24.1%至25.1%。归属母公司净利润 8.48 亿至8.78 亿，同比增长 33.6%至38.3%。调 整后归属母公司净利润 9.12 亿至9.42 亿，同比增长 56.8%至62.0%。中国平安 跌0.65%。2月20日晚间，中国平安公布2019年业绩，归属于母公司股东的净利润同比增长39.1%至1494.07亿元，日均4.1亿元。营业收入达1.17万亿元，同比增长19.7%。摩根士丹利表示，中国平安营运业务趋势稳健，给出“增持”评级，目标价114港元。不过，因净利润略低于市场预期。A股今日沪深两市小幅分化，创业板指高举高打，再度上演逼空行情。市场炒作情绪亢奋，两市涨停个股超百只，科技股表现强势，沪深两市成交额连续三日突破万亿。沪指上涨0.31%，报收3039点；深成指上涨1.05%，报收11629点；创业板指上涨1.82%，报收2226点。从盘面上看，云办公、量子通信、网络安全、国产操作系统等板块涨幅居前；农业服务、养鸡、机场航运等板块跌幅居前。沪股通净流出8.82亿，深股通净流入27.36亿。 欧股周五欧股盘初全线下挫，截至发稿，德国DAX指数跌0.05%，英国富时100指数跌0.34%，法国CAC40指数跌0.28%，欧洲斯托克50指数跌0.21%。图片来源：英为财情外汇在岸人民币兑美元16:30收盘报7.0386，较上一交易日跌233个基点，本周累计下跌591个基点。人民币兑美元中间价调贬184个基点，报7.0210。美元指数小幅回落，整体仍徘徊10个月高位。截至发稿，美元指数报99.64，日内跌0.25%。交易员表示，近期疫情有在全球扩散的风险，另外欧、日、韩经济均面临下行压力，美元成关键避险货币的受到追捧，美元指数逼近100关口，创出三年新高。如果美元持续强势，人民币料仍有一定调整空间。黄金国际金价触及2013年2月15日以来新高至1635.40美元，并有望创下逾半年最佳周度表现。截至发稿，现货黄金报1633.17美元/盎司，日内涨0.84%。公共卫生形势在韩国急剧恶化，亚洲股市下跌，激发了投资者新一波的避险需求。全球最大的黄金ETF持仓量周四上升0.25%至933.94吨，为2016年11月以来的最高水准。原油截至发稿，美国WTI原油报53.33美元/桶，跌幅1.02%；伦敦布伦特原油报58.58美元/桶，跌幅1.23%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":980603918,"gmtCreate":1582317394934,"gmtModify":1704346428633,"author":{"id":"3499941669030246","authorId":"3499941669030246","name":"辣马葩","avatar":"https://static.tigerbbs.com/489fdfc22f2e1f8ff595b25bd7a8b7e2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499941669030246","authorIdStr":"3499941669030246"},"themes":[],"htmlText":"<a 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17:04","market":"us","language":"zh","title":"特斯拉盘前涨近10%，报道称Model Y即将开始交付","url":"https://stock-news.laohu8.com/highlight/detail?id=1115265077","media":"老虎资讯综合","summary":"3月2日，特斯拉$(TSLA)$盘前涨近10%，报道称Model Y即将开始交付。据外媒报道，特斯拉官方宣布首批Model Y将于3月份开始交付到客户手中。Model Y是特斯拉推出的首款中型纯电动S","content":"<p>3月2日，<span>特斯拉<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>盘前涨近10%，报道称Model Y即将开始交付。</span></p><p><img src=\"https://static.tigerbbs.com/3a0d6dde43aa92d3e14e6005c3d9b454\"/></p><p><span>据外媒报道，特斯拉官方宣布首批Model Y将于3月份开始交付到客户手中。</span></p><p><span>Model Y是特斯拉推出的首款中型纯电动SUV，新车于2019年3月正式发布，其外观设计延续了Model 3的设计语言，但身形更符合SUV的轮廓，车身整体尺寸也更大。官方表示，Model Y与Model 3的零件通用比例达到了70%。</span></p><p><img src=\"https://static.tigerbbs.com/96f2ba4d910c84806860c3cd291f5e5e\" /></p>","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>特斯拉盘前涨近10%，报道称Model Y即将开始交付</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特斯拉盘前涨近10%，报道称Model Y即将开始交付\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\">2020-03-02 17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月2日，<span>特斯拉<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>盘前涨近10%，报道称Model Y即将开始交付。</span></p><p><img src=\"https://static.tigerbbs.com/3a0d6dde43aa92d3e14e6005c3d9b454\"/></p><p><span>据外媒报道，特斯拉官方宣布首批Model Y将于3月份开始交付到客户手中。</span></p><p><span>Model Y是特斯拉推出的首款中型纯电动SUV，新车于2019年3月正式发布，其外观设计延续了Model 3的设计语言，但身形更符合SUV的轮廓，车身整体尺寸也更大。官方表示，Model Y与Model 3的零件通用比例达到了70%。</span></p><p><img src=\"https://static.tigerbbs.com/96f2ba4d910c84806860c3cd291f5e5e\" /></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115265077","content_text":"3月2日，特斯拉$(TSLA)$盘前涨近10%，报道称Model Y即将开始交付。据外媒报道，特斯拉官方宣布首批Model Y将于3月份开始交付到客户手中。Model Y是特斯拉推出的首款中型纯电动SUV，新车于2019年3月正式发布，其外观设计延续了Model 3的设计语言，但身形更符合SUV的轮廓，车身整体尺寸也更大。官方表示，Model Y与Model 3的零件通用比例达到了70%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":980603132,"gmtCreate":1582317502226,"gmtModify":1704346428805,"author":{"id":"3499941669030246","authorId":"3499941669030246","name":"辣马葩","avatar":"https://static.tigerbbs.com/489fdfc22f2e1f8ff595b25bd7a8b7e2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499941669030246","authorIdStr":"3499941669030246"},"themes":[],"htmlText":"快跌吧","listText":"快跌吧","text":"快跌吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/980603132","repostId":"1133880403","repostType":2,"repost":{"id":"1133880403","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":1582275156,"share":"https://www.laohu8.com/m/news/1133880403?lang=&edition=full","pubTime":"2020-02-21 16:52","market":"hk","language":"zh","title":"市场综述：恒指跌1.09%，沪深成交额连续三日突破万亿","url":"https://stock-news.laohu8.com/highlight/detail?id=1133880403","media":"老虎资讯综合","summary":"港股港股港股市场集体低迷，主要股指皆下挫逾1%。肺炎疫情在其他国家扩散，市场再度忧虑疫情对经济影响。亚太股市收盘多数下跌，惟A股继续强势。截至收盘，恒指跌1.09%，报27308.81点。国指跌1.1","content":"<p><b><span>港股</span></b></p><p><span>港股港股市场集体低迷，主要股指皆下挫逾1%。肺炎疫情在其他国家扩散，市场再度忧虑疫情对经济影响。亚太股市收盘多数下跌，惟A股继续强势。截至收盘，恒指跌1.09%，报27308.81点。国指跌1.13%，报10790.84点。主板全日成交1002.51亿港元，港股通净流入10.71亿港元。</span></p><p><img src=\"https://static.tigerbbs.com/e210575126e1a1508aecb138910b4bb1\" /></p><p><span>从板块表现看，虚拟现实逆势领涨，黄金股、LED概念强势，乳制品、影视娱乐、重型机械股小幅上涨，在线教育股大跌居前，濠赌股、手游股承压，纸业股、系统软件、航空股、半导体普跌。</span></p><p><span>个股方面，恒指成份股中惟恒安国际收涨0.58%，金沙中国大跌3.39%表现最弱；腾讯大跌2.22%拖累恒指下跌72点；山东黄金升近3%。</span></p><p><span>港股通标的</span><b><span><a href=\"https://laohu8.com/S/01717\">澳优</a> 再</span></b><b>涨10.26%</b><span>，三连飙涨近30%，</span>创半年新高。澳优预计2019 年营收约 66.9 亿元至67.5 亿元，同比增 长 24.1%至25.1%。归属母公司净利润 8.48 亿至8.78 亿，同比增长 33.6%至38.3%。调 整后归属母公司净利润 9.12 亿至9.42 亿，同比增长 56.8%至62.0%。</p><p><b><a href=\"https://laohu8.com/S/02318\">中国平安</a> 跌0.65%。</b>2月20日晚间，中国平安公布2019年业绩，归属于母公司股东的净利润同比增长39.1%至1494.07亿元，日均4.1亿元。营业收入达1.17万亿元，同比增长19.7%。摩根士丹利表示，中国平安营运业务趋势稳健，给出“增持”评级，目标价114港元。不过，因净利润略低于市场预期。</p><p><b><span>A股</span></b></p><p><span>今日沪深两市小幅分化，创业板指高举高打，再度上演逼空行情。市场炒作情绪亢奋，两市涨停个股超百只，科技股表现强势，沪深两市成交额连续三日突破万亿。沪指上涨0.31%，报收3039点；深成指上涨1.05%，报收11629点；创业板指上涨1.82%，报收2226点。</span></p><p><span>从盘面上看，云办公、量子通信、网络安全、国产操作系统等板块涨幅居前；农业服务、养鸡、机场航运等板块跌幅居前。沪股通净流出8.82亿，深股通净流入27.36亿。</span></p><p><b><span> 欧股</span></b></p><p><span>周五欧股盘初全线下挫，截至发稿，德国DAX指数跌0.05%，英国富时100指数跌0.34%，法国CAC40指数跌0.28%，欧洲斯托克50指数跌0.21%。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/2d14b9a37feddec24b8974d9c88b2b1a\" /><span>图片来源：英为财情</span></p><p><span><b>外汇</b></span></p><p><span>在岸人民币兑美元16:30收盘报7.0386，较上一交易日跌233个基点，本周累计下跌591个基点。人民币兑美元中间价调贬184个基点，报7.0210。</span></p><p><span>美元指数小幅回落，整体仍徘徊10个月高位。截至发稿，美元指数报99.64，日内跌0.25%。</span></p><p><span>交易员表示，近期疫情有在全球扩散的风险，另外欧、日、韩经济均面临下行压力，美元成关键避险货币的受到追捧，美元指数逼近100关口，创出三年新高。如果美元持续强势，人民币料仍有一定调整空间。</span></p><p><b><span>黄金</span></b></p><p><span>国际金价触及2013年2月15日以来新高至1635.40美元，并有望创下逾半年最佳周度表现。截至发稿，现货黄金报1633.17美元/盎司，日内涨0.84%。</span></p><p><span>公共卫生形势在韩国急剧恶化，亚洲股市下跌，激发了投资者新一波的避险需求。全球最大的黄金ETF持仓量周四上升0.25%至933.94吨，为2016年11月以来的最高水准。</span></p><p><b><span>原油</span></b></p><p><span>截至发稿，美国WTI原油报53.33美元/桶，跌幅1.02%；伦敦布伦特原油报58.58美元/桶，跌幅1.23%。</span></p>","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>市场综述：恒指跌1.09%，沪深成交额连续三日突破万亿</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{ 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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市场综述：恒指跌1.09%，沪深成交额连续三日突破万亿\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\">2020-02-21 16:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b><span>港股</span></b></p><p><span>港股港股市场集体低迷，主要股指皆下挫逾1%。肺炎疫情在其他国家扩散，市场再度忧虑疫情对经济影响。亚太股市收盘多数下跌，惟A股继续强势。截至收盘，恒指跌1.09%，报27308.81点。国指跌1.13%，报10790.84点。主板全日成交1002.51亿港元，港股通净流入10.71亿港元。</span></p><p><img src=\"https://static.tigerbbs.com/e210575126e1a1508aecb138910b4bb1\" /></p><p><span>从板块表现看，虚拟现实逆势领涨，黄金股、LED概念强势，乳制品、影视娱乐、重型机械股小幅上涨，在线教育股大跌居前，濠赌股、手游股承压，纸业股、系统软件、航空股、半导体普跌。</span></p><p><span>个股方面，恒指成份股中惟恒安国际收涨0.58%，金沙中国大跌3.39%表现最弱；腾讯大跌2.22%拖累恒指下跌72点；山东黄金升近3%。</span></p><p><span>港股通标的</span><b><span><a href=\"https://laohu8.com/S/01717\">澳优</a> 再</span></b><b>涨10.26%</b><span>，三连飙涨近30%，</span>创半年新高。澳优预计2019 年营收约 66.9 亿元至67.5 亿元，同比增 长 24.1%至25.1%。归属母公司净利润 8.48 亿至8.78 亿，同比增长 33.6%至38.3%。调 整后归属母公司净利润 9.12 亿至9.42 亿，同比增长 56.8%至62.0%。</p><p><b><a href=\"https://laohu8.com/S/02318\">中国平安</a> 跌0.65%。</b>2月20日晚间，中国平安公布2019年业绩，归属于母公司股东的净利润同比增长39.1%至1494.07亿元，日均4.1亿元。营业收入达1.17万亿元，同比增长19.7%。摩根士丹利表示，中国平安营运业务趋势稳健，给出“增持”评级，目标价114港元。不过，因净利润略低于市场预期。</p><p><b><span>A股</span></b></p><p><span>今日沪深两市小幅分化，创业板指高举高打，再度上演逼空行情。市场炒作情绪亢奋，两市涨停个股超百只，科技股表现强势，沪深两市成交额连续三日突破万亿。沪指上涨0.31%，报收3039点；深成指上涨1.05%，报收11629点；创业板指上涨1.82%，报收2226点。</span></p><p><span>从盘面上看，云办公、量子通信、网络安全、国产操作系统等板块涨幅居前；农业服务、养鸡、机场航运等板块跌幅居前。沪股通净流出8.82亿，深股通净流入27.36亿。</span></p><p><b><span> 欧股</span></b></p><p><span>周五欧股盘初全线下挫，截至发稿，德国DAX指数跌0.05%，英国富时100指数跌0.34%，法国CAC40指数跌0.28%，欧洲斯托克50指数跌0.21%。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/2d14b9a37feddec24b8974d9c88b2b1a\" /><span>图片来源：英为财情</span></p><p><span><b>外汇</b></span></p><p><span>在岸人民币兑美元16:30收盘报7.0386，较上一交易日跌233个基点，本周累计下跌591个基点。人民币兑美元中间价调贬184个基点，报7.0210。</span></p><p><span>美元指数小幅回落，整体仍徘徊10个月高位。截至发稿，美元指数报99.64，日内跌0.25%。</span></p><p><span>交易员表示，近期疫情有在全球扩散的风险，另外欧、日、韩经济均面临下行压力，美元成关键避险货币的受到追捧，美元指数逼近100关口，创出三年新高。如果美元持续强势，人民币料仍有一定调整空间。</span></p><p><b><span>黄金</span></b></p><p><span>国际金价触及2013年2月15日以来新高至1635.40美元，并有望创下逾半年最佳周度表现。截至发稿，现货黄金报1633.17美元/盎司，日内涨0.84%。</span></p><p><span>公共卫生形势在韩国急剧恶化，亚洲股市下跌，激发了投资者新一波的避险需求。全球最大的黄金ETF持仓量周四上升0.25%至933.94吨，为2016年11月以来的最高水准。</span></p><p><b><span>原油</span></b></p><p><span>截至发稿，美国WTI原油报53.33美元/桶，跌幅1.02%；伦敦布伦特原油报58.58美元/桶，跌幅1.23%。</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133880403","content_text":"港股港股港股市场集体低迷，主要股指皆下挫逾1%。肺炎疫情在其他国家扩散，市场再度忧虑疫情对经济影响。亚太股市收盘多数下跌，惟A股继续强势。截至收盘，恒指跌1.09%，报27308.81点。国指跌1.13%，报10790.84点。主板全日成交1002.51亿港元，港股通净流入10.71亿港元。从板块表现看，虚拟现实逆势领涨，黄金股、LED概念强势，乳制品、影视娱乐、重型机械股小幅上涨，在线教育股大跌居前，濠赌股、手游股承压，纸业股、系统软件、航空股、半导体普跌。个股方面，恒指成份股中惟恒安国际收涨0.58%，金沙中国大跌3.39%表现最弱；腾讯大跌2.22%拖累恒指下跌72点；山东黄金升近3%。港股通标的澳优 再涨10.26%，三连飙涨近30%，创半年新高。澳优预计2019 年营收约 66.9 亿元至67.5 亿元，同比增 长 24.1%至25.1%。归属母公司净利润 8.48 亿至8.78 亿，同比增长 33.6%至38.3%。调 整后归属母公司净利润 9.12 亿至9.42 亿，同比增长 56.8%至62.0%。中国平安 跌0.65%。2月20日晚间，中国平安公布2019年业绩，归属于母公司股东的净利润同比增长39.1%至1494.07亿元，日均4.1亿元。营业收入达1.17万亿元，同比增长19.7%。摩根士丹利表示，中国平安营运业务趋势稳健，给出“增持”评级，目标价114港元。不过，因净利润略低于市场预期。A股今日沪深两市小幅分化，创业板指高举高打，再度上演逼空行情。市场炒作情绪亢奋，两市涨停个股超百只，科技股表现强势，沪深两市成交额连续三日突破万亿。沪指上涨0.31%，报收3039点；深成指上涨1.05%，报收11629点；创业板指上涨1.82%，报收2226点。从盘面上看，云办公、量子通信、网络安全、国产操作系统等板块涨幅居前；农业服务、养鸡、机场航运等板块跌幅居前。沪股通净流出8.82亿，深股通净流入27.36亿。 欧股周五欧股盘初全线下挫，截至发稿，德国DAX指数跌0.05%，英国富时100指数跌0.34%，法国CAC40指数跌0.28%，欧洲斯托克50指数跌0.21%。图片来源：英为财情外汇在岸人民币兑美元16:30收盘报7.0386，较上一交易日跌233个基点，本周累计下跌591个基点。人民币兑美元中间价调贬184个基点，报7.0210。美元指数小幅回落，整体仍徘徊10个月高位。截至发稿，美元指数报99.64，日内跌0.25%。交易员表示，近期疫情有在全球扩散的风险，另外欧、日、韩经济均面临下行压力，美元成关键避险货币的受到追捧，美元指数逼近100关口，创出三年新高。如果美元持续强势，人民币料仍有一定调整空间。黄金国际金价触及2013年2月15日以来新高至1635.40美元，并有望创下逾半年最佳周度表现。截至发稿，现货黄金报1633.17美元/盎司，日内涨0.84%。公共卫生形势在韩国急剧恶化，亚洲股市下跌，激发了投资者新一波的避险需求。全球最大的黄金ETF持仓量周四上升0.25%至933.94吨，为2016年11月以来的最高水准。原油截至发稿，美国WTI原油报53.33美元/桶，跌幅1.02%；伦敦布伦特原油报58.58美元/桶，跌幅1.23%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":980603918,"gmtCreate":1582317394934,"gmtModify":1704346428633,"author":{"id":"3499941669030246","authorId":"3499941669030246","name":"辣马葩","avatar":"https://static.tigerbbs.com/489fdfc22f2e1f8ff595b25bd7a8b7e2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499941669030246","authorIdStr":"3499941669030246"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>这算不算三只乌鸦？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>这算不算三只乌鸦？","text":"$特斯拉(TSLA)$这算不算三只乌鸦？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/980603918","isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661871536,"gmtCreate":1663853236425,"gmtModify":1663853238071,"author":{"id":"3499941669030246","authorId":"3499941669030246","name":"辣马葩","avatar":"https://static.tigerbbs.com/489fdfc22f2e1f8ff595b25bd7a8b7e2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499941669030246","authorIdStr":"3499941669030246"},"themes":[],"htmlText":"不会，我还会买蔚来","listText":"不会，我还会买蔚来","text":"不会，我还会买蔚来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661871536","repostId":"1106073449","repostType":2,"repost":{"id":"1106073449","kind":"news","pubTimestamp":1663850490,"share":"https://www.laohu8.com/m/news/1106073449?lang=&edition=full","pubTime":"2022-09-22 20:41","market":"us","language":"zh","title":"“梦中情车”G9：肩负着提振小鹏毛利率的大任","url":"https://stock-news.laohu8.com/highlight/detail?id=1106073449","media":"有数DataVision","summary":"9月21日晚，小鹏汽车终于发布了一款去年11月就亮相的，被何小鹏称为“梦中情车”的--小鹏G9。最早亮相，却晚于同为中大型SUV的蔚来ES7、理想L9的上市交付，友商对标库里南，小鹏也把保时捷卡宴和迈","content":"<html><head></head><body><p>9月21日晚，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>终于发布了一款去年11月就亮相的，被何小鹏称为“梦中情车”的--小鹏G9。</p><p>最早亮相，却晚于同为中大型SUV的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>ES7、理想L9的上市交付，友商对标库里南，小鹏也把保时捷卡宴和迈巴赫GLS拉出来溜溜。在这个各家都在争抢的“最具性价比”的中高端价格带上，小鹏无疑是先发后至的那一位。</p><p>小鹏G9通过六款不同的车型，定价落在30.99万-46.99万，是小鹏最贵的SUV，这差价够买一辆G3i了，但它身上其实只背负了一个目标：<b>拯救小鹏的毛利率。</b></p><p><img src=\"https://static.tigerbbs.com/8b87230feae4efa88bea33187eb40cde\" tg-width=\"1080\" tg-height=\"920\" referrerpolicy=\"no-referrer\"/></p><p>何小鹏本人曾说过：“年销10万辆是一切可能的前提”。</p><p>这话不无道理，毕竟纯电车企唯一盈利的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>正是如此：特斯拉在2017年年销量超过10万辆，三年后的2020年销量达到50万辆时，净利润首次转正达到56.2亿元。</p><p><img src=\"https://static.tigerbbs.com/2e3b26b6d892906866cf88b3d19ac912\" tg-width=\"1080\" tg-height=\"917\" referrerpolicy=\"no-referrer\"/></p><p>10万生死线对小鹏来说已不是问题：截止今年前8个月，小鹏实现9万辆交付。然而与之对应的，则是特斯拉在跨越这道生死线之时，毛利率已高达18.9%，而小鹏如今只有11%。</p><p>要想实现何小鹏期待的“公司毛利率提升到25%以上”，上探价格带势在必行，而捅破30W这层窗户纸的G9首先正是承担这一职责。</p><p>除了单价，利润的另一面则是销量。</p><p><b>小鹏G9的出现，完善了小鹏的产品矩阵。</b>自燃油车时代起，盈利能力最强的企业从不是<a href=\"https://laohu8.com/S/RRN.UK\">劳斯莱斯</a>或者保时捷，福特和丰田才是价值之王，而它们都有一个特点：<b>牢牢抓住了15-40万元这个中高端价格段市场</b>，是因为这个价格段一方面价格不高易于接受，销量有所保证，同时有充足的利润空间，在价格与销量两个方面取得平衡。</p><p>而此前的小鹏在轿车领域有P5和P7的互补，SUV领域仅有一款中低端定位的G3i，相比于特斯拉拥有的Model Y和Model X、理想的ONE和L9、<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>ES7，G9总算是补上了这个价格带的空白。</p><p><img src=\"https://static.tigerbbs.com/751ab8153872c51b688a487392476c74\" tg-width=\"1080\" tg-height=\"710\" referrerpolicy=\"no-referrer\"/></p><p>产品矩阵完善后，既能进一步打开小鹏的潜在客户群，也能给那些原本就想买小鹏汽车的消费者多一个选择，<b>而这些一定程度上都可以提振自身日渐低迷的销量---年初领头羊，现已被蔚来超越。</b></p><p><img src=\"https://static.tigerbbs.com/38c8b736f68b6c190354cac3223b2a25\" tg-width=\"1080\" tg-height=\"917\" referrerpolicy=\"no-referrer\"/></p><p>被寄托了“量价齐升”的G9目的就很清晰了：小鹏也在寻求高端化的路线。</p><p>如今的新能源车竞争其实可以从消费电子身上找到一些影子，小米说了这么多年的高端化，结果仅仅是把手机定价提高到了7000元，而净利润却反而下滑了八成，反观<a href=\"https://laohu8.com/S/AAPL\">苹果</a>却凭借着差异化优势在高端机市场一路狂飙。</p><p>如今追求<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>体验的新能源车也是如此，国内唯一盈利的车企<a href=\"https://laohu8.com/S/002594\">比亚迪</a>也正是由于智能化程度不高，而仅有2.4%的净利率。</p><p>为了让G9真正成为主流高端车系列中的一员，何小鹏为其配上了一把三叉戟：</p><p>智能化解放司机双手</p><p>快充解决续航焦虑</p><p>小鹏音乐厅</p><p><b>智能化是软硬件结合的综合呈现，为了提升智能化能力G9在这两方面都有了升级。</b>在硬件方面，为了提升对外界环境的感知能力，小鹏G9配备了31一个感知硬件，其中包括价格昂贵的2个激光雷达，辅助驾驶芯片算力由原先30Tops，升级到了508Tops。</p><p>在软件方面，G9成为首款可以应用XNGP（第二代辅助驾驶系统）的车型，用何小鹏的话来说：“智能汽车迈向无人驾驶汽车前的最后一代。”</p><p>不过要想实现XNGP系统的主要功能，要到两年后能视情况逐渐发挥，在此之前仍处在“有条件”实现阶段。</p><p>快充方面，G9实现了充电5分钟、续航200km，从10%充到80%最快仅需15分钟，前提是要用小鹏自己的充电桩或者是800V的超充桩。</p><p>这玩意今年预计能建50个左右。按照小鹏的计划，到2025年才能实现累计投运超过2000座超快充站。对比特斯拉目前超级充电桩有8900多个，显然有些落后。</p><p>最后则是汽车空间设计，隔壁蔚来有ES7“第二起居室”，强调安全，舒适；理想L9的“移动的家”，让车成为家的延伸；而小鹏一如既往继续主打“小鹏音乐厅”，突出汽车的影视体验。</p><p>这个车载音箱只能说是仁者见仁智者见智的东西了。</p><p>综上，这三叉戟基本都是真正的“未来”科技。</p><p>回到这个30W以上的市场本身，来看小鹏G9月销万辆的目标。</p><p><img src=\"https://static.tigerbbs.com/2e5c02c619074a6a894e695f5fe732ee\" tg-width=\"1080\" tg-height=\"918\" referrerpolicy=\"no-referrer\"/></p><p>从整体来看，售价30万以上的汽车（包括新能源和燃油车）2021年销量为211.4万辆，分解到每个月大约是17.5万辆左右，而30万以下市场月销量约150万辆。</p><p>从购车人群来看，购买30万以上汽车的购车人群短时间很难突破。以一辆价值30万的汽车，按照首付比15万来计算，每个月需要偿还的车贷在6000块钱左右，而我国城镇私营单位就业人员月均薪资刚超过5000不久。</p><p><img src=\"https://static.tigerbbs.com/ca726df3aea90be1be49859d106daa36\" tg-width=\"1080\" tg-height=\"918\" referrerpolicy=\"no-referrer\"/></p><p><b>30万以上的车型总蛋糕不大，且增速还出现下滑趋势，同时还充满了强劲的竞争对手。</b></p><p>作为新能源SUV，首先要面对的就是特斯拉的Model Y。目前特斯拉一个季度可以交付6-7万辆左右Model Y，其中很大一部分原因在于仍然需要向欧洲出口。之后随着德国柏林产能释放，Model Y极限月交付能力约能达到5万辆以上。</p><p>除去特斯拉的Model Y，小鹏面对的竞争对手还有国内的新势力们。首先是纯电方面，目前其他车企总共月交付在1.5-2万辆左右，最大的增长点主要来自蔚来ET7，伴随着ET5的正式交付，整体月交付可能达到3-4万辆左右。</p><p>然后是增程车型，理想抢先发布的L9，车身尺寸明显比小鹏G9大一截，而从以往的经验来看大尺寸车虽然更贵，但还是会比小尺寸车更好卖。而理想为了吃下更大的蛋糕，还将发布L8来抢夺更多的份额，再加上问界M7等车型，这又要吃掉3-4万辆的市场份额。[3]</p><p>剩下的空间其实已经很有限，这月销一万辆基本只能从其它家身上抢。</p><p><b>时间紧，任务重。你们会买吗？</b></p></body></html>","source":"lsy1646381309948","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>“梦中情车”G9：肩负着提振小鹏毛利率的大任</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“梦中情车”G9：肩负着提振小鹏毛利率的大任\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-22 20:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/KhHqj1kHQFAKOKmMaW6QEA><strong>有数DataVision</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月21日晚，小鹏汽车终于发布了一款去年11月就亮相的，被何小鹏称为“梦中情车”的--小鹏G9。最早亮相，却晚于同为中大型SUV的蔚来ES7、理想L9的上市交付，友商对标库里南，小鹏也把保时捷卡宴和迈巴赫GLS拉出来溜溜。在这个各家都在争抢的“最具性价比”的中高端价格带上，小鹏无疑是先发后至的那一位。小鹏G9通过六款不同的车型，定价落在30.99万-46.99万，是小鹏最贵的SUV，这差价够买一辆...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/KhHqj1kHQFAKOKmMaW6QEA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"BK1588":"回港中概股","XPEV":"小鹏汽车","BK4551":"寇图资本持仓","09868":"小鹏汽车-W","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4505":"高瓴资本持仓","BK4526":"热门中概股","BK1119":"汽车制造商","BK4555":"新能源车","BK1539":"汽车股","BK1575":"同股不同权","BK1587":"次新股","BK4099":"汽车制造商"},"source_url":"https://mp.weixin.qq.com/s/KhHqj1kHQFAKOKmMaW6QEA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106073449","content_text":"9月21日晚，小鹏汽车终于发布了一款去年11月就亮相的，被何小鹏称为“梦中情车”的--小鹏G9。最早亮相，却晚于同为中大型SUV的蔚来ES7、理想L9的上市交付，友商对标库里南，小鹏也把保时捷卡宴和迈巴赫GLS拉出来溜溜。在这个各家都在争抢的“最具性价比”的中高端价格带上，小鹏无疑是先发后至的那一位。小鹏G9通过六款不同的车型，定价落在30.99万-46.99万，是小鹏最贵的SUV，这差价够买一辆G3i了，但它身上其实只背负了一个目标：拯救小鹏的毛利率。何小鹏本人曾说过：“年销10万辆是一切可能的前提”。这话不无道理，毕竟纯电车企唯一盈利的特斯拉正是如此：特斯拉在2017年年销量超过10万辆，三年后的2020年销量达到50万辆时，净利润首次转正达到56.2亿元。10万生死线对小鹏来说已不是问题：截止今年前8个月，小鹏实现9万辆交付。然而与之对应的，则是特斯拉在跨越这道生死线之时，毛利率已高达18.9%，而小鹏如今只有11%。要想实现何小鹏期待的“公司毛利率提升到25%以上”，上探价格带势在必行，而捅破30W这层窗户纸的G9首先正是承担这一职责。除了单价，利润的另一面则是销量。小鹏G9的出现，完善了小鹏的产品矩阵。自燃油车时代起，盈利能力最强的企业从不是劳斯莱斯或者保时捷，福特和丰田才是价值之王，而它们都有一个特点：牢牢抓住了15-40万元这个中高端价格段市场，是因为这个价格段一方面价格不高易于接受，销量有所保证，同时有充足的利润空间，在价格与销量两个方面取得平衡。而此前的小鹏在轿车领域有P5和P7的互补，SUV领域仅有一款中低端定位的G3i，相比于特斯拉拥有的Model Y和Model X、理想的ONE和L9、蔚来ES7，G9总算是补上了这个价格带的空白。产品矩阵完善后，既能进一步打开小鹏的潜在客户群，也能给那些原本就想买小鹏汽车的消费者多一个选择，而这些一定程度上都可以提振自身日渐低迷的销量---年初领头羊，现已被蔚来超越。被寄托了“量价齐升”的G9目的就很清晰了：小鹏也在寻求高端化的路线。如今的新能源车竞争其实可以从消费电子身上找到一些影子，小米说了这么多年的高端化，结果仅仅是把手机定价提高到了7000元，而净利润却反而下滑了八成，反观苹果却凭借着差异化优势在高端机市场一路狂飙。如今追求智能体验的新能源车也是如此，国内唯一盈利的车企比亚迪也正是由于智能化程度不高，而仅有2.4%的净利率。为了让G9真正成为主流高端车系列中的一员，何小鹏为其配上了一把三叉戟：智能化解放司机双手快充解决续航焦虑小鹏音乐厅智能化是软硬件结合的综合呈现，为了提升智能化能力G9在这两方面都有了升级。在硬件方面，为了提升对外界环境的感知能力，小鹏G9配备了31一个感知硬件，其中包括价格昂贵的2个激光雷达，辅助驾驶芯片算力由原先30Tops，升级到了508Tops。在软件方面，G9成为首款可以应用XNGP（第二代辅助驾驶系统）的车型，用何小鹏的话来说：“智能汽车迈向无人驾驶汽车前的最后一代。”不过要想实现XNGP系统的主要功能，要到两年后能视情况逐渐发挥，在此之前仍处在“有条件”实现阶段。快充方面，G9实现了充电5分钟、续航200km，从10%充到80%最快仅需15分钟，前提是要用小鹏自己的充电桩或者是800V的超充桩。这玩意今年预计能建50个左右。按照小鹏的计划，到2025年才能实现累计投运超过2000座超快充站。对比特斯拉目前超级充电桩有8900多个，显然有些落后。最后则是汽车空间设计，隔壁蔚来有ES7“第二起居室”，强调安全，舒适；理想L9的“移动的家”，让车成为家的延伸；而小鹏一如既往继续主打“小鹏音乐厅”，突出汽车的影视体验。这个车载音箱只能说是仁者见仁智者见智的东西了。综上，这三叉戟基本都是真正的“未来”科技。回到这个30W以上的市场本身，来看小鹏G9月销万辆的目标。从整体来看，售价30万以上的汽车（包括新能源和燃油车）2021年销量为211.4万辆，分解到每个月大约是17.5万辆左右，而30万以下市场月销量约150万辆。从购车人群来看，购买30万以上汽车的购车人群短时间很难突破。以一辆价值30万的汽车，按照首付比15万来计算，每个月需要偿还的车贷在6000块钱左右，而我国城镇私营单位就业人员月均薪资刚超过5000不久。30万以上的车型总蛋糕不大，且增速还出现下滑趋势，同时还充满了强劲的竞争对手。作为新能源SUV，首先要面对的就是特斯拉的Model Y。目前特斯拉一个季度可以交付6-7万辆左右Model Y，其中很大一部分原因在于仍然需要向欧洲出口。之后随着德国柏林产能释放，Model Y极限月交付能力约能达到5万辆以上。除去特斯拉的Model Y，小鹏面对的竞争对手还有国内的新势力们。首先是纯电方面，目前其他车企总共月交付在1.5-2万辆左右，最大的增长点主要来自蔚来ET7，伴随着ET5的正式交付，整体月交付可能达到3-4万辆左右。然后是增程车型，理想抢先发布的L9，车身尺寸明显比小鹏G9大一截，而从以往的经验来看大尺寸车虽然更贵，但还是会比小尺寸车更好卖。而理想为了吃下更大的蛋糕，还将发布L8来抢夺更多的份额，再加上问界M7等车型，这又要吃掉3-4万辆的市场份额。[3]剩下的空间其实已经很有限，这月销一万辆基本只能从其它家身上抢。时间紧，任务重。你们会买吗？","news_type":1},"isVote":1,"tweetType":1,"viewCount":958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109596356,"gmtCreate":1619703963675,"gmtModify":1619703963675,"author":{"id":"3499941669030246","authorId":"3499941669030246","name":"辣马葩","avatar":"https://static.tigerbbs.com/489fdfc22f2e1f8ff595b25bd7a8b7e2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499941669030246","authorIdStr":"3499941669030246"},"themes":[],"htmlText":"很久没有看老虎账号了","listText":"很久没有看老虎账号了","text":"很久没有看老虎账号了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109596356","isVote":1,"tweetType":1,"viewCount":1989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306881722,"gmtCreate":1604334760166,"gmtModify":1703832624740,"author":{"id":"3499941669030246","authorId":"3499941669030246","name":"辣马葩","avatar":"https://static.tigerbbs.com/489fdfc22f2e1f8ff595b25bd7a8b7e2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499941669030246","authorIdStr":"3499941669030246"},"themes":[],"htmlText":"已做空，暴风雨快来","listText":"已做空，暴风雨快来","text":"已做空，暴风雨快来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306881722","isVote":1,"tweetType":1,"viewCount":1750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}