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粥喝咖啡
2023-06-30
$蔚来(NIO)$
不管喷子怎么黑,昨天复购全新ES8上海首提,来过的都说好,这就是蔚来。2019年9月在蔚来最困难,估计创新低,最有可能濒临到底的时候买了es6,而后蔚来股价一路创新高,希望这次也能一样
粥喝咖啡
2022-01-01
$蔚来(NIO)$
新年快乐!蔚来加电!
粥喝咖啡
2021-11-24
蔚来永远成为不了中国的特斯拉,两品牌的定位不一样,特斯拉的目标是电车届的丰田,而蔚来的定位是电车届的BBA
净亏损环比扩大10月交付量下跌!电池供应恐成蔚来交付“天花板”?
粥喝咖啡
2021-02-18
毛豆3属于高端市场行列????
抱歉,原内容已删除
粥喝咖啡
2020-12-14
$蔚来(NIO)$
蔚来市值高吗?确实高!合理吗?不合理!还能买吗?你觉得呢?不要用看传统车企的思维去看待新能源车企,包括特斯拉、小鹏、理想等等,未来的电车随着市场的普及,技术的成熟,消费者的认可,车机功能不断完善等等,成本会不断降低,售价也将随之降价,到时电车就像一件大家电,而不是传统意义上的车!
粥喝咖啡
2020-12-02
$蔚来(NIO)$
在40元还是被被洗出2300股,余下仓位继续持有,这部分算落袋为安吧!
粥喝咖啡
2020-12-01
$特斯拉(TSLA)$
昨天朋友刚提了辆特斯拉毛豆三,说感觉还不错,就是做工有点太粗糙了,感觉不值20多万,如果汽油车的话,最多就是十万左右的合资车的感觉!
粥喝咖啡
2020-11-18
注册资金100万?能干啥?
特斯拉在安徽合肥设立汽车销售服务公司
粥喝咖啡
2020-10-26
$理想汽车(LI)$
做空?
粥喝咖啡
2020-09-30
$蔚来(NIO)$
祝贺蔚来市值破300亿,
$小鹏汽车(XPEV)$
$理想汽车(LI)$
友商们跟上
粥喝咖啡
2020-09-12
特斯拉自动驾驶?你去问问身边买了毛豆3的,有多少人装了自动驾驶?特斯拉的销量主要以低端车型毛豆3为主,毛豆三的销量基本上以低配车型为主!
抱歉,原内容已删除
粥喝咖啡
2020-09-02
$蔚来(NIO)$
各个都觉得自己是高手,短线买进卖出,现实中散户做短线基本都是亏钱的!相信自己的感觉,相信蔚来,长线持有长线投资
粥喝咖啡
2020-08-27
$蔚来(NIO)$
不管怎样,今天只要跌幅在5个点以内,就心满意足了,毕竟前面涨了那么多
粥喝咖啡
2020-08-18
脑残文章,这种人也能发文章,这种文章也能发表推送,真的是无脑
李斌向资本低头,蔚来能涨40倍?
粥喝咖啡
2020-08-11
$特斯拉(TSLA)$
今天看到一个视频,大夏天来着毛豆3,后排乘客撑着伞遮阳!哈哈!
粥喝咖啡
2020-07-29
$蔚来(NIO)$
低端纯电车毛豆三,高端蔚来,这已经是事实!
粥喝咖啡
2020-07-20
$蔚来(NIO)$
蔚来有未来!蔚来加电
粥喝咖啡
2020-06-19
$蔚来(NIO)$
百亿市值指日可待!
粥喝咖啡
2020-06-10
$蔚来(NIO)$
干就完了!蔚来加电!
粥喝咖啡
2020-06-09
做空蔚来爆仓了吧!脑残!
蔚来汽车针对此前的“EC6爆炸”事件发布声明
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>不管喷子怎么黑,昨天复购全新ES8上海首提,来过的都说好,这就是蔚来。2019年9月在蔚来最困难,估计创新低,最有可能濒临到底的时候买了es6,而后蔚来股价一路创新高,希望这次也能一样","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>不管喷子怎么黑,昨天复购全新ES8上海首提,来过的都说好,这就是蔚来。2019年9月在蔚来最困难,估计创新低,最有可能濒临到底的时候买了es6,而后蔚来股价一路创新高,希望这次也能一样","text":"$蔚来(NIO)$ 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>新年快乐!蔚来加电!","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>新年快乐!蔚来加电!","text":"$蔚来(NIO)$新年快乐!蔚来加电!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692294878","isVote":1,"tweetType":1,"viewCount":2747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874847244,"gmtCreate":1637762937209,"gmtModify":1637762937209,"author":{"id":"3500926522839322","authorId":"3500926522839322","name":"粥喝咖啡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500926522839322","authorIdStr":"3500926522839322"},"themes":[],"htmlText":"蔚来永远成为不了中国的特斯拉,两品牌的定位不一样,特斯拉的目标是电车届的丰田,而蔚来的定位是电车届的BBA","listText":"蔚来永远成为不了中国的特斯拉,两品牌的定位不一样,特斯拉的目标是电车届的丰田,而蔚来的定位是电车届的BBA","text":"蔚来永远成为不了中国的特斯拉,两品牌的定位不一样,特斯拉的目标是电车届的丰田,而蔚来的定位是电车届的BBA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/874847244","repostId":"2185135307","repostType":2,"repost":{"id":"2185135307","kind":"news","pubTimestamp":1637742480,"share":"https://www.laohu8.com/m/news/2185135307?lang=zh_CN&edition=full","pubTime":"2021-11-24 16:28","market":"us","language":"zh","title":"净亏损环比扩大10月交付量下跌!电池供应恐成蔚来交付“天花板”?","url":"https://stock-news.laohu8.com/highlight/detail?id=2185135307","media":"投资时报","summary":"近日,蔚来汽车公布2021年10月新车交付信息。2021年11月10日,蔚来汽车公布了第三季度财报。据悉,第三季度小鹏汽车和理想汽车的交付量均超过了蔚来汽车,分别多达25666辆和25116辆。进入10月,蔚来汽车的交付量更是突然出现下滑,当月汽车交付量仅有3667辆,同比降幅为27.5%。至于公司目前存在的交付难问题,李斌则表示,尽管蔚来汽车独家供应商宁德时代已投资扩产,但总体上,电池供应依然成为蔚来实现交付的“天花板”。","content":"<html><body><article><p>今年第三季度,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车<span>营业收入</span>达到98.05亿元,环比增长16.1%,净亏损同比收窄20.2%至8.35亿元,归属于普通股股东的净亏损进一步扩大至28.59亿元,同比增幅高达140.7%</p><img src=\"https://fid-75186.picgzc.qpic.cn/20211124163020631v2017n2q0nyog7d\"/><p>《投资时报》研究员 吕贡</p><p>交付量大跌、亏损依旧,蔚来汽车(NIO)仍面临重重挑战。</p><p>近日,蔚来汽车公布2021年10月新车交付信息。数据显示,蔚来汽车10月份共交付3667辆<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车,同比、环比增速均出现不同程度的下滑,其中当月交付量不仅跌出三甲行列,亦排在哪吒汽车和威马汽车之后,整体排名跌至第五。对此,该公司在公告中解释称,主要系产线重组升级、新产品上市准备等因素影响所致。</p><p>而今年第三季度,蔚来汽车的新车交付量刷新了季度交付记录,同比增幅超100%,并且在9月份突破了万辆交付大关。但其第三季度的交付量同“蔚小理”的其他两家相比并无优势,明显落后于二者。</p><p>再来看经营业绩,据蔚来汽车最新公布的财报数据显示,该公司今年第三季度营收持续上涨,净亏损同比有所收窄,然而同时期归属于普通股股东的净亏损同比却出现大幅度扩大。这是否意味着,蔚来汽车距离达到收支平衡状态,仍有很长且艰难的一段路要走?</p><p>此外,2021年接二连三曝出的负面新闻也将蔚来汽车推到风口浪尖。在之后的经营中,如何达到收支平衡状态,如何突破交付瓶颈以及如何在不断增长的用户群体面前保证同样的高品质服务,或成为蔚来汽车未来亟需应对和解决的主要问题。</p><p><strong>尚未摆脱亏损“包袱”</strong></p><p>作为造车新势力中的明星公司,蔚来汽车曾一度被视为最有希望成为“中国<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>”的种子选手。然而,在经历了过去两年“过山车式”的业绩起伏后,来到2021年的蔚来汽车仍未摆脱亏损“包袱”。</p><p>2021年11月10日,蔚来汽车公布了第三季度财报。数据显示,蔚来汽车三季度营业收入同比实现116.6%的增长,达到98.05亿元,环比增长16.1%,其中,汽车销售额同比上涨102.4%,环比增长9.2%,达到86.37亿元。与此同时,蔚来汽车当季度的净亏损同比收窄20.2%至8.35亿元。</p><p>在今年第三季度营收翻倍的背景下,虽然蔚来汽车的净亏损同比有所收窄,但同时期归属于公司普通股股东的净亏损却出现大幅扩大,高达28.59亿元,较去年同期增长140.7%,环比更是激增333.6%。当季的经营亏损也同比增长4.9%至9.92亿元,环比增长41.9%。</p><p>对此,有业内人士分析认为,销售及管理费用的激增或是蔚来汽车亏损扩大的主要原因。据财报数据披露,蔚来汽车第三季度的销售成本已增至78.12亿元,较上一年同期大幅增长98.3%,较今年第二季度增长13.6%。若以当季度交付的24439辆车来计算,蔚来汽车每交付一辆新车的平均销售成本高达约31.97万元。</p><p>与此同时,蔚来汽车第三季度的销售、一般和管理费用也同比骤增94.1%至18.25亿元,相比第二季度增长21.8%,而该公司同时期的汽车销售额仅较第二季度增长9.2%。</p><p>另外,今年第三季度,蔚来汽车的研发费用也出现101.9%的同比大幅增长,为11.93亿元。需要留意的是,今年以来,该公司的研发费用虽处于逐季递增的态势,由第一季度的6.87亿元一路增至第三季度的11.93亿元,累计投入达到27.63亿元,但相较于该公司此前公布的2021年研发投入规划50亿元仍有较大差距。</p><p>这也意味着,蔚来汽车若想达成此前的研发投入目标,需要在最后一个季度里付出近23亿元的巨额投入,有业内人士指出,如此大幅的研发增长若形成事实,或将造成该公司亏损的进一步扩大。</p><p><strong>蔚来汽车归属于公司普通股股东的净亏损及同比增长情况</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20211124163023649v201odugbtdkyy2\"/><p>数据来源:公司财报</p><p><strong>交付遇瓶颈?</strong></p><p>从单季度交付量来看,无论是同比还是环比,蔚来汽车今年第三季度均实现了稳步增长,并且还以24439辆的交付量刷新了季度交付记录,同比骤增100.2%,较同年第二季度增长11.6%。</p><p>然而,若放在整个行业内来看,该交付量数头部企业平均水平。据悉,第三季度<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>和<a href=\"https://laohu8.com/S/LI\">理想汽车</a>的交付量均超过了蔚来汽车,分别多达25666辆和25116辆。</p><p>进入10月,蔚来汽车的交付量更是突然出现下滑,当月汽车交付量仅有3667辆,同比降幅为27.5%。与此同时,与蔚来汽车处于同一行业的小鹏汽车、哪吒汽车、理想汽车当月汽车交付量分别达到10138辆、8107辆和7649辆,占据前三的位置,而威马汽车当月交付量也达到5025辆,排在第四。可见,蔚来汽车10月份的交付量不仅跌出造车新势力车企销量前三,甚至还被哪吒汽车等的造车新势力车企所超越。</p><p>蔚来汽车方面在公告中解释称,“9月28日至15日生产线重组升级、新产品上市准备等导致产量减少,以及供应链出现一定波动,对10月份的整车交付影响较大”,同时表示,“由于重组升级安排,ES8生产于10月底恢复。”</p><p>对于下一季度的交付量,蔚来汽车董事长李斌预测,“目前交付量主要受供应波动影响。预计2021年第四季度的总交付量将达23500到25500辆。”照此推算,蔚来汽车第四季度单月的平均交付量最多仅达到8500辆,相较于此前单月交付量破万的小鹏汽车,以及10月挤进销量前二的“后起之秀”哪吒汽车,蔚来汽车第四季度的预计交付量或存在跌出造车新势力车企第一梯队的风险。</p><p>至于公司目前存在的交付难问题,李斌则表示,尽管蔚来汽车独家供应商<a href=\"https://laohu8.com/S/300750\">宁德时代</a>已投资扩产,但总体上,电池供应依然成为蔚来实现交付的“天花板”。此外,芯片短缺虽较三季度有所缓解,不过挑战依然很大。很难预期哪一款芯片突然出什么问题。</p><p>此外,在持续亏损、交付不及同行的压力下,进入2021年后的蔚来汽车在用户服务方面也遇到挑战。今年7月、8月接连发生的两起交通事故将蔚来汽车推到了舆论的风口浪尖,一时间,关于蔚来汽车的安全性问题引起全社会关注。</p><p>同年8月的一份由蔚来车主发起的对NOP/NP系统认知的联合声明称,“我们清楚知悉目前蔚来公司的NP/NOP系辅助驾驶系统,而非自动驾驶系统或无人驾驶系统;蔚来公司对NP/NOP的介绍、宣传未对我们构成混淆和误导。”不过,这份联合声明不仅未帮助蔚来汽车缓解当前的被动局面,反而使之陷入了更激烈的争议。随后更多车主在蔚来APP里发起了“反对车主联合声明”的话题。</p><p>这是否意味着,受负面事件影响,蔚来汽车目前的品牌价值传导逐步出现了分歧和争议,公司在用户服务方面或将面临较大挑战?对此,蔚来方面回应称,上述的联合声明与官方没有任何关联。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>净亏损环比扩大10月交付量下跌!电池供应恐成蔚来交付“天花板”?</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n净亏损环比扩大10月交付量下跌!电池供应恐成蔚来交付“天花板”?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-24 16:28 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111241630257a0e7c87&s=b><strong>投资时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年第三季度,蔚来汽车营业收入达到98.05亿元,环比增长16.1%,净亏损同比收窄20.2%至8.35亿元,归属于普通股股东的净亏损进一步扩大至28.59亿元,同比增幅高达140.7%《投资时报》研究员 吕贡交付量大跌、亏损依旧,蔚来汽车(NIO)仍面临重重挑战。近日,蔚来汽车公布2021年10月新车交付信息。数据显示,蔚来汽车10月份共交付3667辆智能电动汽车,同比、环比增速均出现不同...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111241630257a0e7c87&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d2aa846cc1babe0cf0ee45a6d345bfda","relate_stocks":{"BK4505":"高瓴资本持仓","BK4532":"文艺复兴科技持仓","BK4555":"新能源车","NIO":"蔚来","BK4504":"桥水持仓","BK4531":"中概回港概念","BK4509":"腾讯概念","BK4099":"汽车制造商","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111241630257a0e7c87&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2185135307","content_text":"今年第三季度,蔚来汽车营业收入达到98.05亿元,环比增长16.1%,净亏损同比收窄20.2%至8.35亿元,归属于普通股股东的净亏损进一步扩大至28.59亿元,同比增幅高达140.7%《投资时报》研究员 吕贡交付量大跌、亏损依旧,蔚来汽车(NIO)仍面临重重挑战。近日,蔚来汽车公布2021年10月新车交付信息。数据显示,蔚来汽车10月份共交付3667辆智能电动汽车,同比、环比增速均出现不同程度的下滑,其中当月交付量不仅跌出三甲行列,亦排在哪吒汽车和威马汽车之后,整体排名跌至第五。对此,该公司在公告中解释称,主要系产线重组升级、新产品上市准备等因素影响所致。而今年第三季度,蔚来汽车的新车交付量刷新了季度交付记录,同比增幅超100%,并且在9月份突破了万辆交付大关。但其第三季度的交付量同“蔚小理”的其他两家相比并无优势,明显落后于二者。再来看经营业绩,据蔚来汽车最新公布的财报数据显示,该公司今年第三季度营收持续上涨,净亏损同比有所收窄,然而同时期归属于普通股股东的净亏损同比却出现大幅度扩大。这是否意味着,蔚来汽车距离达到收支平衡状态,仍有很长且艰难的一段路要走?此外,2021年接二连三曝出的负面新闻也将蔚来汽车推到风口浪尖。在之后的经营中,如何达到收支平衡状态,如何突破交付瓶颈以及如何在不断增长的用户群体面前保证同样的高品质服务,或成为蔚来汽车未来亟需应对和解决的主要问题。尚未摆脱亏损“包袱”作为造车新势力中的明星公司,蔚来汽车曾一度被视为最有希望成为“中国特斯拉”的种子选手。然而,在经历了过去两年“过山车式”的业绩起伏后,来到2021年的蔚来汽车仍未摆脱亏损“包袱”。2021年11月10日,蔚来汽车公布了第三季度财报。数据显示,蔚来汽车三季度营业收入同比实现116.6%的增长,达到98.05亿元,环比增长16.1%,其中,汽车销售额同比上涨102.4%,环比增长9.2%,达到86.37亿元。与此同时,蔚来汽车当季度的净亏损同比收窄20.2%至8.35亿元。在今年第三季度营收翻倍的背景下,虽然蔚来汽车的净亏损同比有所收窄,但同时期归属于公司普通股股东的净亏损却出现大幅扩大,高达28.59亿元,较去年同期增长140.7%,环比更是激增333.6%。当季的经营亏损也同比增长4.9%至9.92亿元,环比增长41.9%。对此,有业内人士分析认为,销售及管理费用的激增或是蔚来汽车亏损扩大的主要原因。据财报数据披露,蔚来汽车第三季度的销售成本已增至78.12亿元,较上一年同期大幅增长98.3%,较今年第二季度增长13.6%。若以当季度交付的24439辆车来计算,蔚来汽车每交付一辆新车的平均销售成本高达约31.97万元。与此同时,蔚来汽车第三季度的销售、一般和管理费用也同比骤增94.1%至18.25亿元,相比第二季度增长21.8%,而该公司同时期的汽车销售额仅较第二季度增长9.2%。另外,今年第三季度,蔚来汽车的研发费用也出现101.9%的同比大幅增长,为11.93亿元。需要留意的是,今年以来,该公司的研发费用虽处于逐季递增的态势,由第一季度的6.87亿元一路增至第三季度的11.93亿元,累计投入达到27.63亿元,但相较于该公司此前公布的2021年研发投入规划50亿元仍有较大差距。这也意味着,蔚来汽车若想达成此前的研发投入目标,需要在最后一个季度里付出近23亿元的巨额投入,有业内人士指出,如此大幅的研发增长若形成事实,或将造成该公司亏损的进一步扩大。蔚来汽车归属于公司普通股股东的净亏损及同比增长情况数据来源:公司财报交付遇瓶颈?从单季度交付量来看,无论是同比还是环比,蔚来汽车今年第三季度均实现了稳步增长,并且还以24439辆的交付量刷新了季度交付记录,同比骤增100.2%,较同年第二季度增长11.6%。然而,若放在整个行业内来看,该交付量数头部企业平均水平。据悉,第三季度小鹏汽车和理想汽车的交付量均超过了蔚来汽车,分别多达25666辆和25116辆。进入10月,蔚来汽车的交付量更是突然出现下滑,当月汽车交付量仅有3667辆,同比降幅为27.5%。与此同时,与蔚来汽车处于同一行业的小鹏汽车、哪吒汽车、理想汽车当月汽车交付量分别达到10138辆、8107辆和7649辆,占据前三的位置,而威马汽车当月交付量也达到5025辆,排在第四。可见,蔚来汽车10月份的交付量不仅跌出造车新势力车企销量前三,甚至还被哪吒汽车等的造车新势力车企所超越。蔚来汽车方面在公告中解释称,“9月28日至15日生产线重组升级、新产品上市准备等导致产量减少,以及供应链出现一定波动,对10月份的整车交付影响较大”,同时表示,“由于重组升级安排,ES8生产于10月底恢复。”对于下一季度的交付量,蔚来汽车董事长李斌预测,“目前交付量主要受供应波动影响。预计2021年第四季度的总交付量将达23500到25500辆。”照此推算,蔚来汽车第四季度单月的平均交付量最多仅达到8500辆,相较于此前单月交付量破万的小鹏汽车,以及10月挤进销量前二的“后起之秀”哪吒汽车,蔚来汽车第四季度的预计交付量或存在跌出造车新势力车企第一梯队的风险。至于公司目前存在的交付难问题,李斌则表示,尽管蔚来汽车独家供应商宁德时代已投资扩产,但总体上,电池供应依然成为蔚来实现交付的“天花板”。此外,芯片短缺虽较三季度有所缓解,不过挑战依然很大。很难预期哪一款芯片突然出什么问题。此外,在持续亏损、交付不及同行的压力下,进入2021年后的蔚来汽车在用户服务方面也遇到挑战。今年7月、8月接连发生的两起交通事故将蔚来汽车推到了舆论的风口浪尖,一时间,关于蔚来汽车的安全性问题引起全社会关注。同年8月的一份由蔚来车主发起的对NOP/NP系统认知的联合声明称,“我们清楚知悉目前蔚来公司的NP/NOP系辅助驾驶系统,而非自动驾驶系统或无人驾驶系统;蔚来公司对NP/NOP的介绍、宣传未对我们构成混淆和误导。”不过,这份联合声明不仅未帮助蔚来汽车缓解当前的被动局面,反而使之陷入了更激烈的争议。随后更多车主在蔚来APP里发起了“反对车主联合声明”的话题。这是否意味着,受负面事件影响,蔚来汽车目前的品牌价值传导逐步出现了分歧和争议,公司在用户服务方面或将面临较大挑战?对此,蔚来方面回应称,上述的联合声明与官方没有任何关联。","news_type":1,"symbols_score_info":{"NIO":1}},"isVote":1,"tweetType":1,"viewCount":9045,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546967774940156","authorId":"3546967774940156","name":"linpei","avatar":"https://static.tigerbbs.com/b09cdd5c3633f73406367b6422707e61","crmLevel":2,"crmLevelSwitch":0,"idStr":"3546967774940156","authorIdStr":"3546967774940156"},"content":"特斯拉全球化,蔚来算什么东西 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10:14","market":"us","language":"zh","title":"李斌向资本低头,蔚来能涨40倍?","url":"https://stock-news.laohu8.com/highlight/detail?id=1199767469","media":"锦缎","summary":"投降于资本市场的蔚来,对于用户来说,未来趋势是“实惠变少奇幻变多”。","content":"<p>优秀的上市公司永远不向资本市场低头,在最大化利润表和最大化未来现金流之间,它们毫不犹豫的选择后者。最极限的代表是杰夫·贝索斯(Jeff Bezos),天不生杰夫·贝索斯,长期主义万古如长夜:</p><p>1997年IPO时投资<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>,23年来2000倍回报,年化收益率39%。</p><p>长期的选择带来长期的收益,企业状况会越来越好;短期的选择带来短期的收益,企业状况刚开始还可以,以后可能每况愈下。<b><a href=\"https://laohu8.com/S/NIO\">蔚来</a>走在后面这条路上,它向资本市场低头了。</b></p><p>如果一家企业向资本市场投降,向股东投降,最显著的观察点是减少了策略性成本。所谓策略性可变成本,即直接涉及并提高长期业绩表现的成本,最典型的莫过于<b>研发投入</b>。</p><p><b>前两天看到有个魔怔投资者说,蔚来要涨40倍。</b>呵呵,从来没听说处于追赶段位的公司,研发投入不跟上,股价还能涨40倍的。</p><p>话说回来,之所以短期利益变得更加重要,也许是因为李斌真的穷怕了。困难重重之下终于拿到融资,但这并不简单,也不是毫无条件的。安徽这70亿元的战略投资有严苛的对赌协议,如果完不成,蔚来得以8.5%的年复合增长率回购其股份。</p><p><i><b>01、</b></i><b>“投降”趋势</b></p><p>蔚来在研发投入上的态度,从数字上来看一览无余。总结下来是:</p><ul><li><p><b>没钱砍研发。</b>2019年下半年,蔚来融资不利,现金流紧张开始。蔚来的研发费用从那时开始同比大幅下降,2019Q3,同比+0%;2019Q4,同比-33%;2020Q1,同比-52%。</p></li></ul><ul><li><p><b>有钱砍研发。</b>2020年4月得到安徽70亿元投资,以及六家银行百亿授信,2020Q2,同比-58%。</p></li></ul><ul><li><p><b>有钱没钱砍研发。</b>8月11日的电话会里,蔚来管理层对研发投入的描述是这样的,“保证每年研发投入在30亿元以内,我们会围绕下一代自动驾驶技术进行研发,大约5-6亿元/季度的投入,每个季度的投入将根据车型开发进度进行调整。”预算大致固定了。</p></li></ul><p><img src=\"https://static.tigerbbs.com/cf869884d2cb671b913e63058da55b8c\" tg-width=\"995\" tg-height=\"598\"></p><p>▲图1:蔚来研发费用。来源:公司财报,锦缎。</p><p><b>预感有人会拿<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>出来说事,这里提前堵住反对票的嘴。</b></p><p>现在的特斯拉,从单季度营收来看,当前的蔚来(Q2收入37.2亿元)大致和2013年Q1的特斯拉相当,后者2013年Q1收入5.6亿元(按当时6.28的汇率,折合人民币35.3亿元)。</p><p>特斯拉在蔚来这个收入量级(单个季度三四十亿元)的2013年,四个季度研发费用分别同比下降:-19%,-31%,-10%,-1%。老大哥特斯拉研发费用都可以下降为什么蔚来不可以?</p><p>蔚来当然不可以,橘生淮南淮北可甜可苦,我们具体问题具体分析:</p><p>当时特斯拉环比收入陷入停滞,四个季度营收分别是5.6亿美元、4.1亿美元、4.3亿美元和6.15亿美元,经营的不确定很大。这个时期,研发费用下降无可厚非,下降也没蔚来往腰斩去这么恐怖。而蔚来呢,交付量节节攀升:</p><ul><li><p>2019年Q4交付量为8224辆,平均89.4辆/天;</p></li><li><p>中间2020年Q1新冠病毒挖了个小坑但并不影响向上的趋势;</p></li><li><p>2020年Q2交付量为10331辆,平均113.5辆/天;</p></li><li><p>2020年Q3可能也会不错,因为除了ES6和ES8,EC6九月份也要开始交付了。</p></li></ul><p>交付量上去了,营收上去了,研发费用却大幅降低,情况就是这么个情况,这是与特斯拉营收大致相同阶段的不同之处。<b>这是对资本市场盈利压力之下的一种妥协,一种投降。</b></p><p>投降于资本市场的蔚来,对于用户来说,未来趋势是“实惠变少奇幻变多”。</p><p><i><b>02、</b></i><b>实惠减少</b></p><p>二季度,蔚来迎来里程碑时刻:毛利率转正且可持续(预计Q3和Q4能维持正毛利)。</p><p><img src=\"https://static.tigerbbs.com/1608af6bd25c3ef5316a9447a3330da7\" tg-width=\"772\" tg-height=\"471\"></p><p>▲图2:蔚来毛利率变化图。来源:公司财报,锦缎。</p><p>这对股东来说是好事,这对用户来说就不一定了。蔚来解释它提高毛利率的武器有两个:</p><p><b>第一, 规模效应。</b></p><p>这个大家都懂,规模大了,工人更熟练,学习曲线上去了,浪费减少,毛利率自然提高。</p><p>但是,咱回头来看看,规模确实提高了,今年Q2比去年Q4交付量多了2107辆,这会对生产效率产生极大改善吗?改善足矣大到里外里17.3%的差距吗(去年Q4毛利率为-8.9%)?如果是这样,月交付量到了5000辆毛利率得有多高?</p><p>所以我们认为,这次毛利率转正过程中,规模效应不是主要的原因。</p><p><b>第二,节省BOM。</b></p><p>BOM即Bill of Material,物料。蔚来管理层在电话会上说,“Q3和Q4我们会维持毛利率,我们预测我们仍然有一些进步的空间,例如通过节省BOM等方式,10%是可以实现的,但是更进一步的话我们不希望在目前实现。我们可以看到毛利率有提升空间,从各方面来说都有改善机会,但目前我们希望用谨慎的角度来看待这件事。”</p><p>过去,蔚来的ES8/ES6造的很卖力,为了用户不惜用料,你很难听到有车评人士说“蔚来有座椅特别硬这样的硬伤”——这是<a href=\"https://laohu8.com/S/LI\">理想汽车</a>(NASDAQ:LI)被喷的很多的问题,也是外界认为理想在很低的销量之下毛利率为正的原因。</p><p>而现在,蔚来节省BOM换取毛利率。虽然管理层也知道节制,表示,“但是更进一步的话我们不希望在目前实现……但目前我们希望用谨慎的角度来看待这件事……”但终究,实惠减少了。</p><p><i><b>03、</b></i><b>魔幻蔚来</b></p><p>研发费用变少,实惠可能也会逐步变少,那蔚来要拿什么来俘获用户的芳心,又要向还没入场的资本市场投资者讲出什么样的故事呢?</p><p>答案是:AI的故事,无人驾驶的故事。</p><p>2020年8月14日,媒体消息:任少卿加盟蔚来,担任“助理副总裁”。</p><p><img src=\"https://static.tigerbbs.com/144993b8bdf14aed2338ac07690fb403\" tg-width=\"365\" tg-height=\"645\"></p><p>▲图3:任少卿简历。</p><p>引用任少卿的学术圈地位的描述:</p><blockquote>“他是AI图像识别检测圈无人不晓的大神啊!Resnet 和 faster rcnn 是当下深度学习发展阶段的重要里程碑。Resnet不同于以往的网络,它试图拟合残差,训练速度快。目前也是各种深度学习应用的backbone;而 faster rcnn 是两阶段目标检测的sota技术,无敌的存在。而任少卿,基本是这俩深度学习算法相关顶级论文的参与作者。Faster rcnn,他是一作!”</blockquote><p>科技新能源车最酷炫的卖点,这简直是男人的Viagra。</p><p>蔚来有mobileye的芯片支撑算力,任少卿加盟支撑算法,再加上不断交付的车辆增强数据。活脱脱的“AI造车新势力”,L4自动驾驶的目标还会远吗?</p><p>在自动驾驶方面能走多远不知道,但这一点需要我们足够的警惕。因为“下周回国”的那个男人,早已砍掉了我们对科技的溢价。你看,Faraday Future偏向无人驾驶,高科技感十足的专利聚类包括:</p><p><img src=\"https://static.tigerbbs.com/8daed259f14788161671f442b507a74b\" tg-width=\"1080\" tg-height=\"589\"></p><p>▲图4:Faraday Future专利分类。来源:incopat</p><p>模式识别302件;导航数据203件;位置测量误差202件;集成驱动185件;门铰链173件。最终,Faraday Future尘归尘,土归土。<b>多年以后不确定能不能实现的梦想,不应该给予折现。</b></p><p>理智的看,自动驾驶商用化很难,技术上无法实现,法规上还未配套,可能5-10年以后情况会改观,但不是现在。</p><p><b>但这又有什么关系呢,反正能讲的故事变多了:故事——交付量——收入——估值——故事。</b></p><p>一种循环,永不落幕。</p>","source":"lsy1596593134739","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>李斌向资本低头,蔚来能涨40倍?</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n李斌向资本低头,蔚来能涨40倍?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-18 10:14 北京时间 <a href=https://mp.weixin.qq.com/s/vsxEy0DxZth38vdLhJ9HGA><strong>锦缎</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>优秀的上市公司永远不向资本市场低头,在最大化利润表和最大化未来现金流之间,它们毫不犹豫的选择后者。最极限的代表是杰夫·贝索斯(Jeff Bezos),天不生杰夫·贝索斯,长期主义万古如长夜:1997年IPO时投资亚马逊,23年来2000倍回报,年化收益率39%。长期的选择带来长期的收益,企业状况会越来越好;短期的选择带来短期的收益,企业状况刚开始还可以,以后可能每况愈下。蔚来走在后面这条路上,它向...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/vsxEy0DxZth38vdLhJ9HGA\">网页链接</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":{"NIO":"蔚来"},"source_url":"https://mp.weixin.qq.com/s/vsxEy0DxZth38vdLhJ9HGA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199767469","content_text":"优秀的上市公司永远不向资本市场低头,在最大化利润表和最大化未来现金流之间,它们毫不犹豫的选择后者。最极限的代表是杰夫·贝索斯(Jeff Bezos),天不生杰夫·贝索斯,长期主义万古如长夜:1997年IPO时投资亚马逊,23年来2000倍回报,年化收益率39%。长期的选择带来长期的收益,企业状况会越来越好;短期的选择带来短期的收益,企业状况刚开始还可以,以后可能每况愈下。蔚来走在后面这条路上,它向资本市场低头了。如果一家企业向资本市场投降,向股东投降,最显著的观察点是减少了策略性成本。所谓策略性可变成本,即直接涉及并提高长期业绩表现的成本,最典型的莫过于研发投入。前两天看到有个魔怔投资者说,蔚来要涨40倍。呵呵,从来没听说处于追赶段位的公司,研发投入不跟上,股价还能涨40倍的。话说回来,之所以短期利益变得更加重要,也许是因为李斌真的穷怕了。困难重重之下终于拿到融资,但这并不简单,也不是毫无条件的。安徽这70亿元的战略投资有严苛的对赌协议,如果完不成,蔚来得以8.5%的年复合增长率回购其股份。01、“投降”趋势蔚来在研发投入上的态度,从数字上来看一览无余。总结下来是:没钱砍研发。2019年下半年,蔚来融资不利,现金流紧张开始。蔚来的研发费用从那时开始同比大幅下降,2019Q3,同比+0%;2019Q4,同比-33%;2020Q1,同比-52%。有钱砍研发。2020年4月得到安徽70亿元投资,以及六家银行百亿授信,2020Q2,同比-58%。有钱没钱砍研发。8月11日的电话会里,蔚来管理层对研发投入的描述是这样的,“保证每年研发投入在30亿元以内,我们会围绕下一代自动驾驶技术进行研发,大约5-6亿元/季度的投入,每个季度的投入将根据车型开发进度进行调整。”预算大致固定了。▲图1:蔚来研发费用。来源:公司财报,锦缎。预感有人会拿特斯拉出来说事,这里提前堵住反对票的嘴。现在的特斯拉,从单季度营收来看,当前的蔚来(Q2收入37.2亿元)大致和2013年Q1的特斯拉相当,后者2013年Q1收入5.6亿元(按当时6.28的汇率,折合人民币35.3亿元)。特斯拉在蔚来这个收入量级(单个季度三四十亿元)的2013年,四个季度研发费用分别同比下降:-19%,-31%,-10%,-1%。老大哥特斯拉研发费用都可以下降为什么蔚来不可以?蔚来当然不可以,橘生淮南淮北可甜可苦,我们具体问题具体分析:当时特斯拉环比收入陷入停滞,四个季度营收分别是5.6亿美元、4.1亿美元、4.3亿美元和6.15亿美元,经营的不确定很大。这个时期,研发费用下降无可厚非,下降也没蔚来往腰斩去这么恐怖。而蔚来呢,交付量节节攀升:2019年Q4交付量为8224辆,平均89.4辆/天;中间2020年Q1新冠病毒挖了个小坑但并不影响向上的趋势;2020年Q2交付量为10331辆,平均113.5辆/天;2020年Q3可能也会不错,因为除了ES6和ES8,EC6九月份也要开始交付了。交付量上去了,营收上去了,研发费用却大幅降低,情况就是这么个情况,这是与特斯拉营收大致相同阶段的不同之处。这是对资本市场盈利压力之下的一种妥协,一种投降。投降于资本市场的蔚来,对于用户来说,未来趋势是“实惠变少奇幻变多”。02、实惠减少二季度,蔚来迎来里程碑时刻:毛利率转正且可持续(预计Q3和Q4能维持正毛利)。▲图2:蔚来毛利率变化图。来源:公司财报,锦缎。这对股东来说是好事,这对用户来说就不一定了。蔚来解释它提高毛利率的武器有两个:第一, 规模效应。这个大家都懂,规模大了,工人更熟练,学习曲线上去了,浪费减少,毛利率自然提高。但是,咱回头来看看,规模确实提高了,今年Q2比去年Q4交付量多了2107辆,这会对生产效率产生极大改善吗?改善足矣大到里外里17.3%的差距吗(去年Q4毛利率为-8.9%)?如果是这样,月交付量到了5000辆毛利率得有多高?所以我们认为,这次毛利率转正过程中,规模效应不是主要的原因。第二,节省BOM。BOM即Bill of Material,物料。蔚来管理层在电话会上说,“Q3和Q4我们会维持毛利率,我们预测我们仍然有一些进步的空间,例如通过节省BOM等方式,10%是可以实现的,但是更进一步的话我们不希望在目前实现。我们可以看到毛利率有提升空间,从各方面来说都有改善机会,但目前我们希望用谨慎的角度来看待这件事。”过去,蔚来的ES8/ES6造的很卖力,为了用户不惜用料,你很难听到有车评人士说“蔚来有座椅特别硬这样的硬伤”——这是理想汽车(NASDAQ:LI)被喷的很多的问题,也是外界认为理想在很低的销量之下毛利率为正的原因。而现在,蔚来节省BOM换取毛利率。虽然管理层也知道节制,表示,“但是更进一步的话我们不希望在目前实现……但目前我们希望用谨慎的角度来看待这件事……”但终究,实惠减少了。03、魔幻蔚来研发费用变少,实惠可能也会逐步变少,那蔚来要拿什么来俘获用户的芳心,又要向还没入场的资本市场投资者讲出什么样的故事呢?答案是:AI的故事,无人驾驶的故事。2020年8月14日,媒体消息:任少卿加盟蔚来,担任“助理副总裁”。▲图3:任少卿简历。引用任少卿的学术圈地位的描述:“他是AI图像识别检测圈无人不晓的大神啊!Resnet 和 faster rcnn 是当下深度学习发展阶段的重要里程碑。Resnet不同于以往的网络,它试图拟合残差,训练速度快。目前也是各种深度学习应用的backbone;而 faster rcnn 是两阶段目标检测的sota技术,无敌的存在。而任少卿,基本是这俩深度学习算法相关顶级论文的参与作者。Faster rcnn,他是一作!”科技新能源车最酷炫的卖点,这简直是男人的Viagra。蔚来有mobileye的芯片支撑算力,任少卿加盟支撑算法,再加上不断交付的车辆增强数据。活脱脱的“AI造车新势力”,L4自动驾驶的目标还会远吗?在自动驾驶方面能走多远不知道,但这一点需要我们足够的警惕。因为“下周回国”的那个男人,早已砍掉了我们对科技的溢价。你看,Faraday Future偏向无人驾驶,高科技感十足的专利聚类包括:▲图4:Faraday Future专利分类。来源:incopat模式识别302件;导航数据203件;位置测量误差202件;集成驱动185件;门铰链173件。最终,Faraday Future尘归尘,土归土。多年以后不确定能不能实现的梦想,不应该给予折现。理智的看,自动驾驶商用化很难,技术上无法实现,法规上还未配套,可能5-10年以后情况会改观,但不是现在。但这又有什么关系呢,反正能讲的故事变多了:故事——交付量——收入——估值——故事。一种循环,永不落幕。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947098681,"gmtCreate":1597144249643,"gmtModify":1704214578285,"author":{"id":"3500926522839322","authorId":"3500926522839322","name":"粥喝咖啡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500926522839322","authorIdStr":"3500926522839322"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>干就完了!蔚来加电!","text":"$蔚来(NIO)$干就完了!蔚来加电!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/956516089","isVote":1,"tweetType":1,"viewCount":1885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":956638059,"gmtCreate":1591665035871,"gmtModify":1704196358947,"author":{"id":"3500926522839322","authorId":"3500926522839322","name":"粥喝咖啡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500926522839322","authorIdStr":"3500926522839322"},"themes":[],"htmlText":"做空蔚来爆仓了吧!脑残!","listText":"做空蔚来爆仓了吧!脑残!","text":"做空蔚来爆仓了吧!脑残!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/956638059","repostId":"2042019304","repostType":2,"repost":{"id":"2042019304","kind":"news","pubTimestamp":1591636771,"share":"https://www.laohu8.com/m/news/2042019304?lang=zh_CN&edition=full","pubTime":"2020-06-09 01:19","market":"hk","language":"zh","title":"蔚来汽车针对此前的“EC6爆炸”事件发布声明","url":"https://stock-news.laohu8.com/highlight/detail?id=2042019304","media":"金融界网站 ","summary":"金融界美股讯 北京时间6月9日,中国电动汽车领导品牌蔚来汽车针对此前的“EC6爆炸”事件发布声明。\n 声明称,6月7日至6月8日,有匿名人士连续以“今井リサOfficial\"\"audi澳迪人\"等网络","content":"<html><body><div><p> <a href=\"https://laohu8.com/S/JRJC\">金融界</a>美股讯 北京时间6月9日,中国电动汽车领导品牌<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车针对此前的“EC6爆炸”事件发布声明。</p>\n<p> 声明称,6月7日至6月8日,有匿名人士连续以“今井リサOfficial\"\"audi澳迪人\"等网络名在<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>网、<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>、新浪微博等网络平台上发布多篇针对蔚来的谣言,该匿名人士连续使用其他品牌的车型自燃图片,编造谣言称图片中的事件为蔚来EC6爆炸,并宣称有人员伤亡,甚至谎冒嘉定警方来迷惑视听。</p>\n<p> 该匿名人士所发布有关蔚来的内容均为蓄意捏造,是对蔚来企业及员工的恶意伤害。鉴于该行为已对蔚来的企业声誉造成极其恶劣的影响,蔚来已经采取了必要的法律手段维护自身的权益。同时,蔚来也呼吁知情人士向我们提供有价值的线索,共同配合有关部门,尽快将制造恶性谣言,扰乱社会秩序的始作俑者绳之以法。</p>\n<p><span></span><img border=\"1\" height=\"755\" src=\"http://img.jrjimg.cn/2020/06/20200609011850976.png\" width=\"683\"/></p>\n<div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","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>蔚来汽车针对此前的“EC6爆炸”事件发布声明</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; 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*/\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蔚来汽车针对此前的“EC6爆炸”事件发布声明\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-09 01:19 北京时间 <a href=http://usstock.jrj.com.cn/2020/06/09011929875224.shtml><strong>金融界网站 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金融界美股讯 北京时间6月9日,中国电动汽车领导品牌蔚来汽车针对此前的“EC6爆炸”事件发布声明。\n 声明称,6月7日至6月8日,有匿名人士连续以“今井リサOfficial\"\"audi澳迪人\"等网络名在哔哩哔哩网、汽车之家、新浪微博等网络平台上发布多篇针对蔚来的谣言,该匿名人士连续使用其他品牌的车型自燃图片,编造谣言称图片中的事件为蔚来EC6爆炸,并宣称有人员伤亡,甚至谎冒嘉定警方来迷惑视听。\n...</p>\n\n<a href=\"http://usstock.jrj.com.cn/2020/06/09011929875224.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fd218e5c5957c09b71dd359f7065c93","relate_stocks":{},"source_url":"http://usstock.jrj.com.cn/2020/06/09011929875224.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2042019304","content_text":"金融界美股讯 北京时间6月9日,中国电动汽车领导品牌蔚来汽车针对此前的“EC6爆炸”事件发布声明。\n 声明称,6月7日至6月8日,有匿名人士连续以“今井リサOfficial\"\"audi澳迪人\"等网络名在哔哩哔哩网、汽车之家、新浪微博等网络平台上发布多篇针对蔚来的谣言,该匿名人士连续使用其他品牌的车型自燃图片,编造谣言称图片中的事件为蔚来EC6爆炸,并宣称有人员伤亡,甚至谎冒嘉定警方来迷惑视听。\n 该匿名人士所发布有关蔚来的内容均为蓄意捏造,是对蔚来企业及员工的恶意伤害。鉴于该行为已对蔚来的企业声誉造成极其恶劣的影响,蔚来已经采取了必要的法律手段维护自身的权益。同时,蔚来也呼吁知情人士向我们提供有价值的线索,共同配合有关部门,尽快将制造恶性谣言,扰乱社会秩序的始作俑者绳之以法。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":874847244,"gmtCreate":1637762937209,"gmtModify":1637762937209,"author":{"id":"3500926522839322","authorId":"3500926522839322","name":"粥喝咖啡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500926522839322","authorIdStr":"3500926522839322"},"themes":[],"htmlText":"蔚来永远成为不了中国的特斯拉,两品牌的定位不一样,特斯拉的目标是电车届的丰田,而蔚来的定位是电车届的BBA","listText":"蔚来永远成为不了中国的特斯拉,两品牌的定位不一样,特斯拉的目标是电车届的丰田,而蔚来的定位是电车届的BBA","text":"蔚来永远成为不了中国的特斯拉,两品牌的定位不一样,特斯拉的目标是电车届的丰田,而蔚来的定位是电车届的BBA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/874847244","repostId":"2185135307","repostType":2,"repost":{"id":"2185135307","kind":"news","pubTimestamp":1637742480,"share":"https://www.laohu8.com/m/news/2185135307?lang=zh_CN&edition=full","pubTime":"2021-11-24 16:28","market":"us","language":"zh","title":"净亏损环比扩大10月交付量下跌!电池供应恐成蔚来交付“天花板”?","url":"https://stock-news.laohu8.com/highlight/detail?id=2185135307","media":"投资时报","summary":"近日,蔚来汽车公布2021年10月新车交付信息。2021年11月10日,蔚来汽车公布了第三季度财报。据悉,第三季度小鹏汽车和理想汽车的交付量均超过了蔚来汽车,分别多达25666辆和25116辆。进入10月,蔚来汽车的交付量更是突然出现下滑,当月汽车交付量仅有3667辆,同比降幅为27.5%。至于公司目前存在的交付难问题,李斌则表示,尽管蔚来汽车独家供应商宁德时代已投资扩产,但总体上,电池供应依然成为蔚来实现交付的“天花板”。","content":"<html><body><article><p>今年第三季度,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车<span>营业收入</span>达到98.05亿元,环比增长16.1%,净亏损同比收窄20.2%至8.35亿元,归属于普通股股东的净亏损进一步扩大至28.59亿元,同比增幅高达140.7%</p><img src=\"https://fid-75186.picgzc.qpic.cn/20211124163020631v2017n2q0nyog7d\"/><p>《投资时报》研究员 吕贡</p><p>交付量大跌、亏损依旧,蔚来汽车(NIO)仍面临重重挑战。</p><p>近日,蔚来汽车公布2021年10月新车交付信息。数据显示,蔚来汽车10月份共交付3667辆<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车,同比、环比增速均出现不同程度的下滑,其中当月交付量不仅跌出三甲行列,亦排在哪吒汽车和威马汽车之后,整体排名跌至第五。对此,该公司在公告中解释称,主要系产线重组升级、新产品上市准备等因素影响所致。</p><p>而今年第三季度,蔚来汽车的新车交付量刷新了季度交付记录,同比增幅超100%,并且在9月份突破了万辆交付大关。但其第三季度的交付量同“蔚小理”的其他两家相比并无优势,明显落后于二者。</p><p>再来看经营业绩,据蔚来汽车最新公布的财报数据显示,该公司今年第三季度营收持续上涨,净亏损同比有所收窄,然而同时期归属于普通股股东的净亏损同比却出现大幅度扩大。这是否意味着,蔚来汽车距离达到收支平衡状态,仍有很长且艰难的一段路要走?</p><p>此外,2021年接二连三曝出的负面新闻也将蔚来汽车推到风口浪尖。在之后的经营中,如何达到收支平衡状态,如何突破交付瓶颈以及如何在不断增长的用户群体面前保证同样的高品质服务,或成为蔚来汽车未来亟需应对和解决的主要问题。</p><p><strong>尚未摆脱亏损“包袱”</strong></p><p>作为造车新势力中的明星公司,蔚来汽车曾一度被视为最有希望成为“中国<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>”的种子选手。然而,在经历了过去两年“过山车式”的业绩起伏后,来到2021年的蔚来汽车仍未摆脱亏损“包袱”。</p><p>2021年11月10日,蔚来汽车公布了第三季度财报。数据显示,蔚来汽车三季度营业收入同比实现116.6%的增长,达到98.05亿元,环比增长16.1%,其中,汽车销售额同比上涨102.4%,环比增长9.2%,达到86.37亿元。与此同时,蔚来汽车当季度的净亏损同比收窄20.2%至8.35亿元。</p><p>在今年第三季度营收翻倍的背景下,虽然蔚来汽车的净亏损同比有所收窄,但同时期归属于公司普通股股东的净亏损却出现大幅扩大,高达28.59亿元,较去年同期增长140.7%,环比更是激增333.6%。当季的经营亏损也同比增长4.9%至9.92亿元,环比增长41.9%。</p><p>对此,有业内人士分析认为,销售及管理费用的激增或是蔚来汽车亏损扩大的主要原因。据财报数据披露,蔚来汽车第三季度的销售成本已增至78.12亿元,较上一年同期大幅增长98.3%,较今年第二季度增长13.6%。若以当季度交付的24439辆车来计算,蔚来汽车每交付一辆新车的平均销售成本高达约31.97万元。</p><p>与此同时,蔚来汽车第三季度的销售、一般和管理费用也同比骤增94.1%至18.25亿元,相比第二季度增长21.8%,而该公司同时期的汽车销售额仅较第二季度增长9.2%。</p><p>另外,今年第三季度,蔚来汽车的研发费用也出现101.9%的同比大幅增长,为11.93亿元。需要留意的是,今年以来,该公司的研发费用虽处于逐季递增的态势,由第一季度的6.87亿元一路增至第三季度的11.93亿元,累计投入达到27.63亿元,但相较于该公司此前公布的2021年研发投入规划50亿元仍有较大差距。</p><p>这也意味着,蔚来汽车若想达成此前的研发投入目标,需要在最后一个季度里付出近23亿元的巨额投入,有业内人士指出,如此大幅的研发增长若形成事实,或将造成该公司亏损的进一步扩大。</p><p><strong>蔚来汽车归属于公司普通股股东的净亏损及同比增长情况</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20211124163023649v201odugbtdkyy2\"/><p>数据来源:公司财报</p><p><strong>交付遇瓶颈?</strong></p><p>从单季度交付量来看,无论是同比还是环比,蔚来汽车今年第三季度均实现了稳步增长,并且还以24439辆的交付量刷新了季度交付记录,同比骤增100.2%,较同年第二季度增长11.6%。</p><p>然而,若放在整个行业内来看,该交付量数头部企业平均水平。据悉,第三季度<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>和<a href=\"https://laohu8.com/S/LI\">理想汽车</a>的交付量均超过了蔚来汽车,分别多达25666辆和25116辆。</p><p>进入10月,蔚来汽车的交付量更是突然出现下滑,当月汽车交付量仅有3667辆,同比降幅为27.5%。与此同时,与蔚来汽车处于同一行业的小鹏汽车、哪吒汽车、理想汽车当月汽车交付量分别达到10138辆、8107辆和7649辆,占据前三的位置,而威马汽车当月交付量也达到5025辆,排在第四。可见,蔚来汽车10月份的交付量不仅跌出造车新势力车企销量前三,甚至还被哪吒汽车等的造车新势力车企所超越。</p><p>蔚来汽车方面在公告中解释称,“9月28日至15日生产线重组升级、新产品上市准备等导致产量减少,以及供应链出现一定波动,对10月份的整车交付影响较大”,同时表示,“由于重组升级安排,ES8生产于10月底恢复。”</p><p>对于下一季度的交付量,蔚来汽车董事长李斌预测,“目前交付量主要受供应波动影响。预计2021年第四季度的总交付量将达23500到25500辆。”照此推算,蔚来汽车第四季度单月的平均交付量最多仅达到8500辆,相较于此前单月交付量破万的小鹏汽车,以及10月挤进销量前二的“后起之秀”哪吒汽车,蔚来汽车第四季度的预计交付量或存在跌出造车新势力车企第一梯队的风险。</p><p>至于公司目前存在的交付难问题,李斌则表示,尽管蔚来汽车独家供应商<a href=\"https://laohu8.com/S/300750\">宁德时代</a>已投资扩产,但总体上,电池供应依然成为蔚来实现交付的“天花板”。此外,芯片短缺虽较三季度有所缓解,不过挑战依然很大。很难预期哪一款芯片突然出什么问题。</p><p>此外,在持续亏损、交付不及同行的压力下,进入2021年后的蔚来汽车在用户服务方面也遇到挑战。今年7月、8月接连发生的两起交通事故将蔚来汽车推到了舆论的风口浪尖,一时间,关于蔚来汽车的安全性问题引起全社会关注。</p><p>同年8月的一份由蔚来车主发起的对NOP/NP系统认知的联合声明称,“我们清楚知悉目前蔚来公司的NP/NOP系辅助驾驶系统,而非自动驾驶系统或无人驾驶系统;蔚来公司对NP/NOP的介绍、宣传未对我们构成混淆和误导。”不过,这份联合声明不仅未帮助蔚来汽车缓解当前的被动局面,反而使之陷入了更激烈的争议。随后更多车主在蔚来APP里发起了“反对车主联合声明”的话题。</p><p>这是否意味着,受负面事件影响,蔚来汽车目前的品牌价值传导逐步出现了分歧和争议,公司在用户服务方面或将面临较大挑战?对此,蔚来方面回应称,上述的联合声明与官方没有任何关联。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>净亏损环比扩大10月交付量下跌!电池供应恐成蔚来交付“天花板”?</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n净亏损环比扩大10月交付量下跌!电池供应恐成蔚来交付“天花板”?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-24 16:28 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111241630257a0e7c87&s=b><strong>投资时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年第三季度,蔚来汽车营业收入达到98.05亿元,环比增长16.1%,净亏损同比收窄20.2%至8.35亿元,归属于普通股股东的净亏损进一步扩大至28.59亿元,同比增幅高达140.7%《投资时报》研究员 吕贡交付量大跌、亏损依旧,蔚来汽车(NIO)仍面临重重挑战。近日,蔚来汽车公布2021年10月新车交付信息。数据显示,蔚来汽车10月份共交付3667辆智能电动汽车,同比、环比增速均出现不同...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111241630257a0e7c87&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d2aa846cc1babe0cf0ee45a6d345bfda","relate_stocks":{"BK4505":"高瓴资本持仓","BK4532":"文艺复兴科技持仓","BK4555":"新能源车","NIO":"蔚来","BK4504":"桥水持仓","BK4531":"中概回港概念","BK4509":"腾讯概念","BK4099":"汽车制造商","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111241630257a0e7c87&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2185135307","content_text":"今年第三季度,蔚来汽车营业收入达到98.05亿元,环比增长16.1%,净亏损同比收窄20.2%至8.35亿元,归属于普通股股东的净亏损进一步扩大至28.59亿元,同比增幅高达140.7%《投资时报》研究员 吕贡交付量大跌、亏损依旧,蔚来汽车(NIO)仍面临重重挑战。近日,蔚来汽车公布2021年10月新车交付信息。数据显示,蔚来汽车10月份共交付3667辆智能电动汽车,同比、环比增速均出现不同程度的下滑,其中当月交付量不仅跌出三甲行列,亦排在哪吒汽车和威马汽车之后,整体排名跌至第五。对此,该公司在公告中解释称,主要系产线重组升级、新产品上市准备等因素影响所致。而今年第三季度,蔚来汽车的新车交付量刷新了季度交付记录,同比增幅超100%,并且在9月份突破了万辆交付大关。但其第三季度的交付量同“蔚小理”的其他两家相比并无优势,明显落后于二者。再来看经营业绩,据蔚来汽车最新公布的财报数据显示,该公司今年第三季度营收持续上涨,净亏损同比有所收窄,然而同时期归属于普通股股东的净亏损同比却出现大幅度扩大。这是否意味着,蔚来汽车距离达到收支平衡状态,仍有很长且艰难的一段路要走?此外,2021年接二连三曝出的负面新闻也将蔚来汽车推到风口浪尖。在之后的经营中,如何达到收支平衡状态,如何突破交付瓶颈以及如何在不断增长的用户群体面前保证同样的高品质服务,或成为蔚来汽车未来亟需应对和解决的主要问题。尚未摆脱亏损“包袱”作为造车新势力中的明星公司,蔚来汽车曾一度被视为最有希望成为“中国特斯拉”的种子选手。然而,在经历了过去两年“过山车式”的业绩起伏后,来到2021年的蔚来汽车仍未摆脱亏损“包袱”。2021年11月10日,蔚来汽车公布了第三季度财报。数据显示,蔚来汽车三季度营业收入同比实现116.6%的增长,达到98.05亿元,环比增长16.1%,其中,汽车销售额同比上涨102.4%,环比增长9.2%,达到86.37亿元。与此同时,蔚来汽车当季度的净亏损同比收窄20.2%至8.35亿元。在今年第三季度营收翻倍的背景下,虽然蔚来汽车的净亏损同比有所收窄,但同时期归属于公司普通股股东的净亏损却出现大幅扩大,高达28.59亿元,较去年同期增长140.7%,环比更是激增333.6%。当季的经营亏损也同比增长4.9%至9.92亿元,环比增长41.9%。对此,有业内人士分析认为,销售及管理费用的激增或是蔚来汽车亏损扩大的主要原因。据财报数据披露,蔚来汽车第三季度的销售成本已增至78.12亿元,较上一年同期大幅增长98.3%,较今年第二季度增长13.6%。若以当季度交付的24439辆车来计算,蔚来汽车每交付一辆新车的平均销售成本高达约31.97万元。与此同时,蔚来汽车第三季度的销售、一般和管理费用也同比骤增94.1%至18.25亿元,相比第二季度增长21.8%,而该公司同时期的汽车销售额仅较第二季度增长9.2%。另外,今年第三季度,蔚来汽车的研发费用也出现101.9%的同比大幅增长,为11.93亿元。需要留意的是,今年以来,该公司的研发费用虽处于逐季递增的态势,由第一季度的6.87亿元一路增至第三季度的11.93亿元,累计投入达到27.63亿元,但相较于该公司此前公布的2021年研发投入规划50亿元仍有较大差距。这也意味着,蔚来汽车若想达成此前的研发投入目标,需要在最后一个季度里付出近23亿元的巨额投入,有业内人士指出,如此大幅的研发增长若形成事实,或将造成该公司亏损的进一步扩大。蔚来汽车归属于公司普通股股东的净亏损及同比增长情况数据来源:公司财报交付遇瓶颈?从单季度交付量来看,无论是同比还是环比,蔚来汽车今年第三季度均实现了稳步增长,并且还以24439辆的交付量刷新了季度交付记录,同比骤增100.2%,较同年第二季度增长11.6%。然而,若放在整个行业内来看,该交付量数头部企业平均水平。据悉,第三季度小鹏汽车和理想汽车的交付量均超过了蔚来汽车,分别多达25666辆和25116辆。进入10月,蔚来汽车的交付量更是突然出现下滑,当月汽车交付量仅有3667辆,同比降幅为27.5%。与此同时,与蔚来汽车处于同一行业的小鹏汽车、哪吒汽车、理想汽车当月汽车交付量分别达到10138辆、8107辆和7649辆,占据前三的位置,而威马汽车当月交付量也达到5025辆,排在第四。可见,蔚来汽车10月份的交付量不仅跌出造车新势力车企销量前三,甚至还被哪吒汽车等的造车新势力车企所超越。蔚来汽车方面在公告中解释称,“9月28日至15日生产线重组升级、新产品上市准备等导致产量减少,以及供应链出现一定波动,对10月份的整车交付影响较大”,同时表示,“由于重组升级安排,ES8生产于10月底恢复。”对于下一季度的交付量,蔚来汽车董事长李斌预测,“目前交付量主要受供应波动影响。预计2021年第四季度的总交付量将达23500到25500辆。”照此推算,蔚来汽车第四季度单月的平均交付量最多仅达到8500辆,相较于此前单月交付量破万的小鹏汽车,以及10月挤进销量前二的“后起之秀”哪吒汽车,蔚来汽车第四季度的预计交付量或存在跌出造车新势力车企第一梯队的风险。至于公司目前存在的交付难问题,李斌则表示,尽管蔚来汽车独家供应商宁德时代已投资扩产,但总体上,电池供应依然成为蔚来实现交付的“天花板”。此外,芯片短缺虽较三季度有所缓解,不过挑战依然很大。很难预期哪一款芯片突然出什么问题。此外,在持续亏损、交付不及同行的压力下,进入2021年后的蔚来汽车在用户服务方面也遇到挑战。今年7月、8月接连发生的两起交通事故将蔚来汽车推到了舆论的风口浪尖,一时间,关于蔚来汽车的安全性问题引起全社会关注。同年8月的一份由蔚来车主发起的对NOP/NP系统认知的联合声明称,“我们清楚知悉目前蔚来公司的NP/NOP系辅助驾驶系统,而非自动驾驶系统或无人驾驶系统;蔚来公司对NP/NOP的介绍、宣传未对我们构成混淆和误导。”不过,这份联合声明不仅未帮助蔚来汽车缓解当前的被动局面,反而使之陷入了更激烈的争议。随后更多车主在蔚来APP里发起了“反对车主联合声明”的话题。这是否意味着,受负面事件影响,蔚来汽车目前的品牌价值传导逐步出现了分歧和争议,公司在用户服务方面或将面临较大挑战?对此,蔚来方面回应称,上述的联合声明与官方没有任何关联。","news_type":1,"symbols_score_info":{"NIO":1}},"isVote":1,"tweetType":1,"viewCount":9045,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546967774940156","authorId":"3546967774940156","name":"linpei","avatar":"https://static.tigerbbs.com/b09cdd5c3633f73406367b6422707e61","crmLevel":2,"crmLevelSwitch":0,"idStr":"3546967774940156","authorIdStr":"3546967774940156"},"content":"特斯拉全球化,蔚来算什么东西 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