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迈向大自然
2021-03-08
很不错,解决了场地难的问题,这样的合作能大大加快换电站的布局。
消息称蔚来的首座第二代换电站有望于4月15日在北京中石化加油站上线
迈向大自然
2021-03-05
$蔚来(NIO)$
不用看财报是否好,形式完全是跟着特斯拉走的。
迈向大自然
2021-01-11
$蔚来(NIO)$
做时间的朋友,不要做时间的炮友。前半段做了炮友悔死了。[笑哭]
迈向大自然
2021-01-08
$蔚来(NIO)$
蔚来9号应该会发布2款车,高端车型和中低端车型。
迈向大自然
2020-10-02
$蔚来(NIO)$
不用挣扎,今天会是降落伞。
迈向大自然
2020-09-30
$蔚来(NIO)$
看走势是到顶了,
迈向大自然
2020-09-24
特朗普要搞抖音,让买的人吧钱给一半政府,这叫什么赤裸裸的敲诈。
特斯拉起诉特朗普政府,要求停止对华关税
迈向大自然
2020-09-22
$蔚来(NIO)$
所谓的自动辅助驾驶功能正式来了。
迈向大自然
2020-09-22
$蔚来(NIO)$
领航功能要来了[财迷]
迈向大自然
2020-09-18
1000车次如何算出?电池不用充电的吗?又不是加油站
吉利下场,换电赛道的变与不变
迈向大自然
2020-09-17
$蔚来(NIO)$
直通车来了
迈向大自然
2020-09-14
今天打雷吗?
$蔚来(NIO)$
迈向大自然
2020-09-12
model Y车型和蔚来EC6差不多,但是总的来说蔚来的后期追赶还是可以平起平坐的,最主要的还是国人的崇洋思想比较重所以,还是要慢慢转变。
特斯拉国产Model Y即将上市,蔚来将遭遇最强威胁?
迈向大自然
2020-09-12
亏国家的当然无所谓,每天茶水报纸的日子。
北汽蓝谷宣布换帅,半年亏损近20亿元,市值不到蔚来1/7
迈向大自然
2020-09-11
$蔚来(NIO)$
搬凳子16楼等[财迷]
迈向大自然
2020-09-08
$蔚来(NIO)$
今天上扬5个点
迈向大自然
2020-09-06
$蔚来(NIO)$
看来我接高了
迈向大自然
2020-09-04
$蔚来(NIO)$
在玩会儿,还差点全款的钱[真香]
迈向大自然
2020-09-04
$蔚来(NIO)$
够狠,17的期权也杀
迈向大自然
2020-09-04
$蔚来(NIO)$
买跌不买账各位,
去老虎APP查看更多动态
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20:40","market":"us","language":"zh","title":"消息称蔚来的首座第二代换电站有望于4月15日在北京中石化加油站上线","url":"https://stock-news.laohu8.com/highlight/detail?id=2117660239","media":"美港电讯","summary":"美港电讯APP 8日讯,蔚来车友群近日传出一则消息,=蔚来汽车(NIO.N)将与传统能源巨头中国石油化工股份(00386.HK)合作。4月15日,蔚来的首座第二代换电站有望在北京中石化加油站正式上线。记者随后从蔚来工作人员处了解到,相关合作事项还在积极推进中,以官方公布为准。","content":"<html><body><article><p>美港电讯APP 8日讯,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>车友群近日传出一则消息,=蔚来汽车(NIO.N)将与传统能源巨头<a href=\"https://laohu8.com/S/00386\">中国石油化工股份</a>(00386.HK)合作。4月15日,蔚来的首座第二代换电站有望在北京<a href=\"https://laohu8.com/S/SNP\">中石化</a>加油站正式上线。记者随后从蔚来工作人员处了解到,相关合作事项还在积极推进中,以官方公布为准。</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\" 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210308204032774698fd&s=b\">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":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210308204032774698fd&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2117660239","content_text":"美港电讯APP 8日讯,蔚来车友群近日传出一则消息,=蔚来汽车(NIO.N)将与传统能源巨头中国石油化工股份(00386.HK)合作。4月15日,蔚来的首座第二代换电站有望在北京中石化加油站正式上线。记者随后从蔚来工作人员处了解到,相关合作事项还在积极推进中,以官方公布为准。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367625680,"gmtCreate":1614947477040,"gmtModify":1703483308575,"author":{"id":"3503573079691067","authorId":"3503573079691067","name":"迈向大自然","avatar":"https://static.tigerbbs.com/a87046e721f54154dd6b093b2f94c0da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503573079691067","idStr":"3503573079691067"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 不用看财报是否好,形式完全是跟着特斯拉走的。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 不用看财报是否好,形式完全是跟着特斯拉走的。","text":"$蔚来(NIO)$ 不用看财报是否好,形式完全是跟着特斯拉走的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367625680","isVote":1,"tweetType":1,"viewCount":2096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332816488,"gmtCreate":1610369974844,"gmtModify":1703743821993,"author":{"id":"3503573079691067","authorId":"3503573079691067","name":"迈向大自然","avatar":"https://static.tigerbbs.com/a87046e721f54154dd6b093b2f94c0da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503573079691067","idStr":"3503573079691067"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 做时间的朋友,不要做时间的炮友。前半段做了炮友悔死了。[笑哭]","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 做时间的朋友,不要做时间的炮友。前半段做了炮友悔死了。[笑哭]","text":"$蔚来(NIO)$ 做时间的朋友,不要做时间的炮友。前半段做了炮友悔死了。[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332816488","isVote":1,"tweetType":1,"viewCount":2245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336122236,"gmtCreate":1610037162725,"gmtModify":1703742318571,"author":{"id":"3503573079691067","authorId":"3503573079691067","name":"迈向大自然","avatar":"https://static.tigerbbs.com/a87046e721f54154dd6b093b2f94c0da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503573079691067","idStr":"3503573079691067"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 蔚来9号应该会发布2款车,高端车型和中低端车型。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 蔚来9号应该会发布2款车,高端车型和中低端车型。","text":"$蔚来(NIO)$ 蔚来9号应该会发布2款车,高端车型和中低端车型。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/336122236","isVote":1,"tweetType":1,"viewCount":5626,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3541415169882922","idStr":"3541415169882922"},"content":"先发布轿车,过段时间再发布类似model 3-Y的增高版","text":"先发布轿车,过段时间再发布类似model 3-Y的增高版","html":"先发布轿车,过段时间再发布类似model 3-Y的增高版"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":977586625,"gmtCreate":1601640286967,"gmtModify":1703825006138,"author":{"id":"3503573079691067","authorId":"3503573079691067","name":"迈向大自然","avatar":"https://static.tigerbbs.com/a87046e721f54154dd6b093b2f94c0da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503573079691067","idStr":"3503573079691067"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 不用挣扎,今天会是降落伞。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 不用挣扎,今天会是降落伞。","text":"$蔚来(NIO)$ 不用挣扎,今天会是降落伞。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/977586625","isVote":1,"tweetType":1,"viewCount":2398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":977194967,"gmtCreate":1601473828159,"gmtModify":1703824440858,"author":{"id":"3503573079691067","authorId":"3503573079691067","name":"迈向大自然","avatar":"https://static.tigerbbs.com/a87046e721f54154dd6b093b2f94c0da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503573079691067","idStr":"3503573079691067"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 看走势是到顶了,","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 看走势是到顶了,","text":"$蔚来(NIO)$ 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>周一在美国纽约的国际贸易法院,对美国特朗普当局提起诉讼,以阻止后者对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>从中国进口的物品征收新的关税。特斯拉希望法庭能够裁定特朗普当局的做法非法,并让其退还特斯拉已经支付的款项,包括利息。</p><p>2019年初,特斯拉还曾要求特朗普政府豁免于上一年8月份加征在其中国产车载电脑“大脑”(brain)上的25%关税,称该关税加征威胁到了公司的利益。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/894b094eb32ac5072648613b2fa7f36e","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173038584","content_text":"9月23日讯,据媒体报道,美国电动汽车制造商特斯拉周一在美国纽约的国际贸易法院,对美国特朗普当局提起诉讼,以阻止后者对特斯拉从中国进口的物品征收新的关税。特斯拉希望法庭能够裁定特朗普当局的做法非法,并让其退还特斯拉已经支付的款项,包括利息。2019年初,特斯拉还曾要求特朗普政府豁免于上一年8月份加征在其中国产车载电脑“大脑”(brain)上的25%关税,称该关税加征威胁到了公司的利益。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975550862,"gmtCreate":1600766489056,"gmtModify":1703822397613,"author":{"id":"3503573079691067","authorId":"3503573079691067","name":"迈向大自然","avatar":"https://static.tigerbbs.com/a87046e721f54154dd6b093b2f94c0da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503573079691067","idStr":"3503573079691067"},"themes":[],"htmlText":"<a 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19:43","market":"sh","language":"zh","title":"吉利下场,换电赛道的变与不变","url":"https://stock-news.laohu8.com/highlight/detail?id=2068071979","media":"界面新闻","summary":"原标题:吉利下场,换电赛道的变与不变换电阵营又添一员重量级选手。日前,在2020中国国际智能产业博览会上,吉利首发了双仓式智能换电站,占地约126平米,内置39个充电仓位,单站每天可服务达到近1000","content":"<div>\n<p>原标题:吉利下场,换电赛道的变与不变换电阵营又添一员重量级选手。日前,在2020中国国际智能产业博览会上,吉利首发了双仓式智能换电站,占地约126平米,内置39个充电仓位,单站每天可服务达到近1000车次,目前已在全国签约的换电站超过1000座,计划2021年落地建成100座换电站。这意味着吉利正式切入换电赛道,放手准备大干一场。为何吉利要入局换电阵营?To B,还是To C?换电模式下,电池标准...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://tech.sina.com.cn/roll/2020-09-18/doc-iivhuipp5129827.shtml\">Web Link</a>\n\n</div>\n","source":"sina_symbol","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\" 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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吉利下场,换电赛道的变与不变\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-18 19:43 北京时间 <a href=http://cj.sina.cn/article/normal_detail?url=https://tech.sina.com.cn/roll/2020-09-18/doc-iivhuipp5129827.shtml><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:吉利下场,换电赛道的变与不变换电阵营又添一员重量级选手。日前,在2020中国国际智能产业博览会上,吉利首发了双仓式智能换电站,占地约126平米,内置39个充电仓位,单站每天可服务达到近1000车次,目前已在全国签约的换电站超过1000座,计划2021年落地建成100座换电站。这意味着吉利正式切入换电赛道,放手准备大干一场。为何吉利要入局换电阵营?To B,还是To C?换电模式下,电池标准...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://tech.sina.com.cn/roll/2020-09-18/doc-iivhuipp5129827.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/431bc32c61991963aae176a1ed8a3a68","relate_stocks":{"NIO":"蔚来"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://tech.sina.com.cn/roll/2020-09-18/doc-iivhuipp5129827.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2068071979","content_text":"原标题:吉利下场,换电赛道的变与不变换电阵营又添一员重量级选手。日前,在2020中国国际智能产业博览会上,吉利首发了双仓式智能换电站,占地约126平米,内置39个充电仓位,单站每天可服务达到近1000车次,目前已在全国签约的换电站超过1000座,计划2021年落地建成100座换电站。这意味着吉利正式切入换电赛道,放手准备大干一场。为何吉利要入局换电阵营?To B,还是To C?换电模式下,电池标准难统一、电池安全责任划分、换电站成本高企等老问题如今有解题之法了吗?正逢冲刺科创板之际,吉利想向资本市场讲述新故事。吉利为何加入换电阵容“吉利的换电研发不可能一蹴而就,应该是早先下的一枚闲棋冷子被激活了。”某私募投资部经理陈听涛如是说。陈听涛告诉锌刻度,吉利切入换电赛道有内外两方面因素的考量:外因是政策面鼓励换电,内因是吉利本身需要一个突围点。之后,“换电站”建设首次被写入政府工作报告中。在政策暖风之下,换电市场战火被点燃,包括吉利、长安、上汽等在内多家车企都表示了浓厚的兴趣,自然赛道不再冷清。虽然表态的车企不少,但目前为止实际下场的并不多。吉利之所以愿意真金白银投资,与其自身的新能源发展遭遇增长困境有莫大关系:2019年吉利新能源汽车销售超过11.3万辆,同比增长66.5%,在国内新能源车企中位列前三,到了2020年8月,据乘联会数据显示排名下滑至第十名。更为糟糕的是,吉利整体销售不容乐观,前八个月累计销量749107辆,而预定目标为132万辆,销量目标仅完成了56.75%。同受疫情影响,特斯拉、蔚来等车企较快走出低谷,为何吉利进展缓慢?一名身处西南的新能源汽车创业者告诉锌刻度,吉利不少新能源汽车是在原有车型上改版而来,虽然过程平顺但亮点不足,这个不足在疫情“长尾效应”令人们的消费趋于谨慎的背景之下被放大,“燃油版帝豪GS最小离地间隙为180mm,底盘加上电池模组之后的帝豪GSe最小离地间隙变成160mm,这意味着通过性有所降低。”对上述隐患,吉利心知肚明,也早早有了应对之策,那就是成立独立新能源汽车品牌“几何”,渴望摆脱原有设计的影子、打破原有的保守形象,走一条差异化发展之路。然而,几何没有成为吉利的倚仗。几何2019年4月上市之后,一度在11月销量攀升到2456辆,但迈入2020年之后销量就下滑至两位数或三位数。此背景下,吉利试水新赛道,以求改善新能源汽车低迷的销售,就不难理解了。几何销量不振错位竞争,寻求生存空白区入局之后,吉利又面临一个方向抉择。现阶段,换电赛道上实打实的大玩家就两个,一个是大名鼎鼎的蔚来,业务走的是C端,另外一个是北汽新能源,业务走的是B端。李师傅是北京一名出租车司机,其告诉锌刻度,当下北京支持换电的出租车占比很低,换电站也不到100座。从这个角度来看,B端市场蕴藏的市场增量空间很大。但重庆网约车徐师傅告诉锌刻度,吉利换电第一站是重庆,而重庆出租车基本上是燃油车,未来哪怕全部转为新能源汽车,选择本土品牌的可能性也相对更高。风投人士Vesting对锌刻度表示,吉利在B端也多有布局,譬如旗下新能源车型在成都切入了出租车市场,入股了曹操出行相当于在包括重庆在内的全国网约车市场占据一席之地,不能排除未来深耕B端的可能性,但未来的重心很可能还是C端。“To B虽然市场广阔,可限制条件不少,譬如区域不同准入门槛可能不同、公司不同采购标准可能也不同,而To C则不存在上述问题。”Vesting进一步表示,“蔚来市值260亿美元,北汽新能源市值220人民币,资本市场很好地表明了走那条路更好。”那问题又来了,吉利如何与蔚来竞争。从价格来看,尚可错位竞争,吉利新能源汽车主打的是20万元以下的车型,而蔚来主打的是30万元以上的车型,哪怕电池选择只租不卖,售价也在20万元以上,譬如ES6基准版84kWh版本,选择租赁电池服务后,补贴之后的售价为23.3万元。因此,吉利换电车型只要定位不与蔚来直接冲突,就可以在空白区开疆拓土,从而破局销售乏力的困局。需要注意的是,盯上这个空白区的并不仅仅只有吉利,上汽乘用车宣布R标旗下车型将支持换电模式,而长安已成为了长安新能源换电联盟,两大车企摩拳擦掌意欲分一杯羹。那么,在换电领域,吉利未来将面临一场硬仗。三大痛点下的解题思路在哪里?知名车企纷纷拥抱换电模式,但三大行业痛点依然有待解决。第一个痛点,换电标准难统一。不同车企,甚至同一企业不同车型的电池规格都可能不一样,没有通用性就制约了换电模式的普及。譬如A车使用8块电池、B车使用10块电池,导致电池组规格不一样无法兼容,一种思路认为可以用分箱换电取代底盘换电,也就是替换电池组中的单块或多块电池。不过,这种方法也有缺点,一名动力电池内部人士告诉锌刻度:“分箱式设计会导致防护水平降低,要达到底盘设计同等防护水平,重量会大大增加。”中国汽车工业协会顾问杜芳慈在接受媒体采访时也表示换电模式最大的困难点在于电池标准的不统一:“想要建立统一的电池标准是存在困难的。以手机电池为例,发展多年也并未形成业内的统一标准。”尽管如此,换电标准统一也有进展。但一个疑问也诞生了,蔚来、北汽新能源真的愿意放弃先发优势,与后入者共享市场吗?第二个痛点,换电站建设成本高。公开资料显示,一座换电站基本运营成本为680万元起,实际运营成本可能更高,大规模建设的话考验着车企的资金压力。为了避免资金压力,电站共享成为一个解题思路。然而,由于电池标准没有统一,当下的电站共享采用的是储备其他品牌的专用电池,这会增加运营成本以及限制了换电车型种类。事实上,单一换电站的电池存储都不多,多家媒体报道,蔚来的单一换电站中存储的电池数量只有五六块,更不用遑论共享电站了,如此一来恐难以完全满足用户的需求。第三个痛点,免费换电两头为难。蔚来将换电作为增值服务免费提供,可随着保有量规模不断上升,换电次数的俱增,换电成本也会对应上涨。从这个角度来看,C端免费的可持续性值得商榷。其实,蔚来已经感觉吃不消了,之前执行的是ES6、ES8首任车主全国终身免费换电,2020年10月12日起购买的新车每月仅有6次免费换电的机会。但这么一来,用户会不会买账的问题就会浮出水面。2019年8月之前蔚来实行的就是收费制,每次为180元,据公布信息显示,蔚来ES8一次充电需要70度,按照国家电网的价格来算,充电一次约100元,而夜间充电还不到50元,算下来比换电便宜多了。或许,对多数人来说,节约的时间比不上省下来的金钱更有诱惑力,从这个角度来看,一边是车企成本压力大,一边是用户花费大,如何平衡是一个大大的难题。换而言之,三大痛点之下,吉利能否如愿以偿打一场新能源汽车的突围之战,尚不得而知,仍有待市场观察。唯一可以确定的是,吉利渴望逢凶化“吉”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":972784197,"gmtCreate":1600347480919,"gmtModify":1703821302380,"author":{"id":"3503573079691067","authorId":"3503573079691067","name":"迈向大自然","avatar":"https://static.tigerbbs.com/a87046e721f54154dd6b093b2f94c0da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503573079691067","idStr":"3503573079691067"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>直通车来了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>直通车来了","text":"$蔚来(NIO)$直通车来了","images":[{"img":"https://static.tigerbbs.com/004d5d7578901f02c40297defad70a86","width":"1280","height":"793"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/972784197","isVote":1,"tweetType":1,"viewCount":1094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":972957807,"gmtCreate":1600088423909,"gmtModify":1703820256131,"author":{"id":"3503573079691067","authorId":"3503573079691067","name":"迈向大自然","avatar":"https://static.tigerbbs.com/a87046e721f54154dd6b093b2f94c0da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503573079691067","idStr":"3503573079691067"},"themes":[],"htmlText":"今天打雷吗?<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","listText":"今天打雷吗?<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","text":"今天打雷吗?$蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/972957807","isVote":1,"tweetType":1,"viewCount":1542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":976765579,"gmtCreate":1599863578091,"gmtModify":1703819949553,"author":{"id":"3503573079691067","authorId":"3503573079691067","name":"迈向大自然","avatar":"https://static.tigerbbs.com/a87046e721f54154dd6b093b2f94c0da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503573079691067","idStr":"3503573079691067"},"themes":[],"htmlText":"model Y车型和蔚来EC6差不多,但是总的来说蔚来的后期追赶还是可以平起平坐的,最主要的还是国人的崇洋思想比较重所以,还是要慢慢转变。","listText":"model Y车型和蔚来EC6差不多,但是总的来说蔚来的后期追赶还是可以平起平坐的,最主要的还是国人的崇洋思想比较重所以,还是要慢慢转变。","text":"model Y车型和蔚来EC6差不多,但是总的来说蔚来的后期追赶还是可以平起平坐的,最主要的还是国人的崇洋思想比较重所以,还是要慢慢转变。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/976765579","repostId":"1188987994","repostType":2,"repost":{"id":"1188987994","pubTimestamp":1599820963,"share":"https://www.laohu8.com/m/news/1188987994?lang=&edition=full","pubTime":"2020-09-11 18:42","market":"us","language":"zh","title":"特斯拉国产Model Y即将上市,蔚来将遭遇最强威胁?","url":"https://stock-news.laohu8.com/highlight/detail?id=1188987994","media":"连线Insight","summary":"蔚来的情况在回暖。\n本月初,蔚来汽车发布8月交付数据,当月共交付3965辆,其中ES6为2840辆,ES8为1125,同比增长104.1%。\n2020年1-8月,蔚来汽车累计交付21667辆汽车,同比","content":"<p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>的情况在回暖。</p>\n<p>本月初,蔚来汽车发布8月交付数据,当月共交付3965辆,其中ES6为2840辆,ES8为1125,同比增长104.1%。</p>\n<p>2020年1-8月,蔚来汽车累计交付21667辆汽车,同比增长109.9%。</p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>近日也更新了销量情况。据乘联会数据,8月特斯拉Model 3销量为1.18万辆,较上月同比增长了7.2%。</p>\n<p>虽然销量方面差距有些悬殊,但在蔚来汽车创始人李斌看来,蔚来超越特斯拉并没那么难。<b>“蔚来用三年的时间就做到了特斯拉从成立到量产,再到交付Model S总共花了九年完成的事情。</b>”李斌近期接受媒体采访时这样说。</p>\n<p>就目前国内市场来看,蔚来已经发布及量产的车型有ES6和ES8两款车型,而特斯拉只有国产Model 3一款车型。两个企业之间的正面竞争并不强,毕竟蔚来主打的这两款车定位为SUV,而Model 3是专注于轿跑市场。</p>\n<p><b>然而,随着国产Model Y的即将发布和量产,蔚来将遇到来自特斯拉的最强威胁。</b></p>\n<p>9月2日,特斯拉上海工厂公布了新车型先期启动项目的环评报告,而根据最新消息,上海工厂二期工程已进入收尾工作,这也意味着国产Model Y的量产化将进入正轨。</p>\n<p><img src=\"https://static.tigerbbs.com/7ac582b103e5ec73a6e31b66499df31f\" tg-width=\"690\" tg-height=\"344\">特斯拉上海工厂,图源特斯拉官方<a href=\"https://laohu8.com/S/WB\">微博</a></p>\n<p>对此,业内议论纷纷,有人评论“国产Model Y的上市,对蔚来来说就是巨大的威胁”。毕竟,Model Y的定位是中型SUV,而且预售价也与同为中型SUV的蔚来ES6和将在本月底上市的EC6售价重合。</p>\n<p>可以想象到的是,<b>当国产Model Y正式量产后,蔚来的ES6和EC6将会与前者展开正面肉搏。</b></p>\n<p>除此之外,随着小鹏和理想相继赴美上市,也与率先登陆美股的蔚来站在了同一起跑线。<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>发布P7轿跑,迎战蔚来未来要发布的新车型轿跑ET7;威马、哪吒也接连传出登陆科创板的消息,国产新能源车企的竞争愈演愈烈。</p>\n<p><b>1、“鲶鱼”特斯拉再添利齿</b></p>\n<p>国产Model Y要来了。</p>\n<p>一个半月前,特斯拉官方在二季度财报会上宣布,将在上海工厂新增一条国产Model Y的生产线,根据未来汽车日报报道,目前这条生产线工厂工程已进入收尾工作。</p>\n<p>与之同步进行的,特斯拉官网也在近日公开了Model Y的预售选配配置和价格,分别为48.8万的长续航版和53.5万的高性能版,并且注明该车型将在2021年量产交付。</p>\n<p><img src=\"https://static.tigerbbs.com/97089c263ddd943460e1150a51344dd9\" tg-width=\"1080\" tg-height=\"448\">Model Y配置与预售价,图源特斯拉官方网站</p>\n<p>这两方面的消息都印证了同一个事实——<b>国产Model Y离上市最快就只剩3个多月的时间。</b></p>\n<p>放眼国内的新能源车企,蔚来、小鹏和理想,可以算作能与特斯拉拼上几回合的对手,但对于理想ONE和小鹏G3来说,虽同属为中型SUV,但由于理想ONE采用插电混动的动力模式,而特斯拉Model Y是纯电动;同时,小鹏G3的售价又低于Model Y的预售价,因此这两款车型与Model Y一定程度上可以进行差异化竞争。</p>\n<p>而对于蔚来来说,就将受到较大的威胁,<b>毕竟李斌不止一次在公共场合中提起,EC6的对手是特斯拉的Model Y。</b></p>\n<p>首先是电池续航方面,根据<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>数据显示,蔚来上市已久的ES6工况续航里程为490km,而在本月底即将上市的EC6续航达到了615km,相比之下,特斯拉的Model Y续航里程为505km,已远超于ES6。</p>\n<p><img src=\"https://static.tigerbbs.com/3ef39d45c504a8d8896924dbaff25167\" tg-width=\"1080\" tg-height=\"476\">蔚来EC6续航里程达到了615km,图源蔚来汽车官网</p>\n<p>在电池能量密度方面,蔚来给新车型EC6配套了70kWh和100kWh的电池包,车主在购车时可以进行选配。</p>\n<p>反观特斯拉,无论是长续航版还是性能版,Model Y仅配套了75kWh的电池包,而电池能量密度极大决定着续航里程,<b>因此蔚来EC6在电池里程方面优于特斯拉Model Y。</b></p>\n<p>谈到电池续航,就不得不谈电池充电问题。</p>\n<p>蔚来在将近6年的时间中,在全国铺设了143座换电站来保证车主的电池充电需求。</p>\n<p>而在这方面,特斯拉在国内铺设的超充站已达到360座,而且采用第三代充电技术,<b>相比之下,特斯拉在充电方面优于蔚来。</b></p>\n<p>再来看自动驾驶辅助功能方面,自动驾驶主要依靠的是感知摄像头和计算平台的算力。感知摄像头方面Model Y拥有8个,而蔚来只拥有3个,其余4个为环视摄像头;算力方面,特斯拉通过自研FSD计算芯片可以做到72*2Tops(算力单位),而蔚来仅为2.5Tops。</p>\n<p>业内一般认为,实现L2自动驾驶需要的计算力在10Tops左右,L3 需要的计算力为30-60Tops,L4 需要的计算力大于100Tops,L5还需更高。<b>因此这样来看,自动驾驶辅助功能方面,特斯拉Model Y强于蔚来EC6。</b></p>\n<p>最后来看售价,蔚来的ES6的价格区间为35.8-51.8万,同为姊妹款的EC6为36.8-52.6万,处于国内高端SUV的细分市场。</p>\n<p>而同为定位于中型SUV的Model Y,它预售价基本与蔚来两款车的价格相近。</p>\n<p>也许李斌看到了这一情况,在上个月联合<a href=\"https://laohu8.com/S/300750\">宁德时代</a>推出了车电分离(BaaS)的模式,通过整车和动力电池的分别购买/租赁,来进一步降低购买乘车的价格门槛。</p>\n<p><img src=\"https://static.tigerbbs.com/4d4a529f1cfd3744f6cedd03f3c6c0a3\" tg-width=\"619\" tg-height=\"367\">蔚来汽车BaaS方案发布,图源蔚来汽车官方微博</p>\n<p>凑巧的是,近日坊间传闻特斯拉在国产电池供应链完善后,也可以将国产特斯拉的价格再次下调。</p>\n<p>尽管有诸多关于特斯拉的争议,但特斯拉在国内市场的品牌效应毋庸置疑,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>创始人李想曾感叹,特斯拉仅靠445km的续航,就在销量上赢了大部分车企。</p>\n<p>这点也可以从蔚来和特斯拉的销量对比中看出。</p>\n<p>据乘联会数据,2020年8月国内新能源汽车销量排名中,特斯拉的Model 3以11811辆排名第一,蔚来的ES6以2840辆仅排名为第六,两者销量几乎相差5倍之多。</p>\n<p><b>未来,Model Y上市后,将是蔚来ES6、EC6的最强对手。</b></p>\n<p>然而,李斌和蔚来面对的威胁不仅仅只是特斯拉。</p>\n<p><b>2、国产新能源车企竞速</b></p>\n<p>“三个苦逼,在忆苦思变”。</p>\n<p>今年6月6日,一张照片在汽车圈中刷屏,照片中李斌、何小鹏和李想微笑着坐在一起,这也算是造车新势力第一梯队三家企业创始人为数不多的同框。</p>\n<p>在外界看来,他们虽是同一赛道的竞争对手,但之间也的确保持着很好的朋友关系,其中李斌和何小鹏尤为密切。</p>\n<p>蔚来在去年遭受了许多的波折,包括蔚来CFO谢东萤离职、资金链被曝出有断裂风险、股价甚至跌至1美元退市大关,或许正因为这样,在去年年末李斌成为了众多人朋友圈中“最惨的人”。</p>\n<p>何小鹏对此第一时间在微博上转发了这篇《李斌,2019年最惨的人》,并力挺李斌<b>“坚定的走下去,就会看到曙光。”</b></p>\n<p><img src=\"https://static.tigerbbs.com/e604377f6fa271eb2e1904c00a4ecc16\" tg-width=\"828\" tg-height=\"875\"> 何小鹏在微博中力挺李斌,图源何小鹏微博</p>\n<p>李斌对何小鹏同样也有着支持。就在今年4月小鹏汽车P7的发布会直播中,李斌在祝福视频中公然帮小鹏站台,“如果要买SUV,可以选择蔚来和合创,但如果要买轿车,那一定要选P7”。</p>\n<p><b>既是朋友,也是实实在在的竞争对手,在新能源汽车市场,它们的贴身竞速赛正在进行。</b></p>\n<p>今年4月,蔚来汽车联合创始人、总裁秦力洪在直播时表示,蔚来正在加班加点,争取今年年底发布新一代旗舰轿跑ET7,而这款车型的雏形就是在去年的上海车展中亮相的纯电动概念车ET Preview。</p>\n<p>几乎同时,小鹏汽车也上市了旗下的新一代轿跑车型P7,这款车型拥有着超越大多数车企车型的706km的续航里程,并且配套了L3级别的自动驾驶辅助系统,<b>小鹏此举被业内看作是将早于ET7率先来抢占国内新能源轿跑市场。</b></p>\n<p><img src=\"https://static.tigerbbs.com/c0fa0f07d54d35120cb5e3c5f6227dad\" tg-width=\"1080\" tg-height=\"477\">小鹏汽车P7轿跑,图源小鹏汽车官方网站</p>\n<p>而随着小鹏汽车8月成功登陆美股后,与蔚来再次站在了同一起跑线上,这样的较量也已不限于车型上的竞争。</p>\n<p>就在上月李斌发布了车电分离(BaaS)方案后,小鹏汽车紧随其后,很快也推出了相类似的电池租赁方案,区别在于蔚来的电池是归属于和宁德时代合资的电池资产公司,而小鹏的电池最终归属于车主。</p>\n<p><b>除了小鹏汽车,同属于第一梯队的威马汽车也在加速。</b></p>\n<p>就在蔚来宣布新一代轿跑ET7一个月后,威马汽车也发布了首款纯电轿车概念版威马Maven,据介绍该车综合续航里程为800km,具备和ET7一样的L4自动驾驶辅助系统,将预计于2021年实现量产。</p>\n<p>这也意味着,到时蔚来ET7会与小鹏P7和威马Maven在国内轿跑市场中展开正面激战。</p>\n<p><b>3、回暖之下也有内忧</b></p>\n<p>“经过一年调整的蔚来汽车已经逐步回归正轨,从重症监护室转到普通病房了。”李斌曾在今年第二季度财报会上这样对媒体来形容蔚来汽车的现状。</p>\n<p>他这样说并不是没有道理。</p>\n<p>根据2019年蔚来全年财报显示,去年全年总营收为78.25亿人民币,净亏损为112.96亿元,全年毛利率为-10.9%。而在今年Q2财报发布后,可以明显看到蔚来已逐渐脱离去年的困境。</p>\n<p>财报数据显示,蔚来汽车第二季度总营收为37.189亿人民币,同比去年同期增长了146.5%,几乎占去年全年总营收的一半。同时,二季度交付量为10331辆,在疫情的影响下较去年同期增长了190%。</p>\n<p>与此同时,毛利率也从去年的负值转正,不仅成为了业内关注的焦点,同时也兑现了去年Q4财报会上李斌的承诺。除此之外,截至2020年6月30日蔚来账面上的现金及现金等价物、受限制现金和短期投资为112亿元人民币。</p>\n<p><b>现在看来,相比于2019年的捉襟见肘,近期的成绩让李斌和蔚来感受到了久违的温暖。但就在特斯拉、小鹏汽车等车企的正面硬刚下,蔚来的压力也更大了。</b></p>\n<p>屋漏偏逢连阴雨,除了特斯拉、小鹏汽车等外部环境的威胁,蔚来内部目前也再次陷入困境之中。</p>\n<p>蔚来作为造车新势力中“钟爱”与传统车企合作的企业,分别于广汽、长安和江淮保持着合作关系。</p>\n<p>这其中与江淮代工合作不同,长安蔚来在创立之初,就承担了从整车研发、到销售与产业链融合,再到三电系统的制造和研发等全领域合作模式;而对于广汽蔚来来说,只集中于研发、销售和服务,并不涉及整车生产制造。</p>\n<p><img src=\"https://static.tigerbbs.com/9af757e7615e66d5ab398b461bec55c8\" tg-width=\"1080\" tg-height=\"505\"> 蔚来汽车江淮代工厂,图源蔚来汽车官方微博</p>\n<p>通过这样的合作,虽然可以合资建厂研发造车和扩展线下销售渠道来进一步扩大蔚来品牌的市场覆盖率,但也存在着风险——<b>传统车企单方面不合作了。</b></p>\n<p>上个月,广汽蔚来在北京主办了一场主题为“决裂”的演讲,广汽蔚来CEO廖兵表示,广汽蔚来不是蔚来的分支,而是一个拥有自己品牌理念和研发团队的独立品牌。</p>\n<p>就像说好的一样,长安蔚来紧接着在2020年半年报中披露,收购长安蔚来,并将其纳入合并报表范围。而早在两个月前,李斌就卸任了长安蔚来董事长一职蔚来汽车占长安蔚来的股权也仅为4.62%,彻底失去话语权。</p>\n<p>这就意味着,蔚来目前只拥有江淮蔚来,同时也失去了广汽和长安所支持的产品共研和线下渠道的支持。“<b>虽然长安蔚来和广汽蔚来之前的表现并不好,但这也表明蔚来将会失去两个伙伴,多两个强力的对手。</b>”一位汽车行业从业者对连线Insight表示。</p>\n<p>更为尴尬的是,随着EC6的量产,或许也会与自己的姊妹版ES6产生产品间的内耗,毕竟两款车型售价几乎相近,同时两款车也被看做是出自“同一模子”,因为在外观方面除EC6“溜背”外,基本相似。</p>\n<p><b>目前来看,自2014年蔚来、小鹏和理想等新能源车企相继崛起,到今年再次一起站在了同一起跑线上,整个行业也从选拔赛进入到淘汰赛。</b></p>\n<p>对于蔚来汽车来说,身处于“内忧外患”的困局中,能否持续向上发展也是一个问题。Model Y上市已在倒计时,留给李斌备战的时间已经不多了。</p>","source":"lsy1575625456531","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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}\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉国产Model Y即将上市,蔚来将遭遇最强威胁?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-11 18:42 北京时间 <a href=https://mp.weixin.qq.com/s/WdTTIrz0y8ZqrHIxCLS-OQ><strong>连线Insight</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>蔚来的情况在回暖。\n本月初,蔚来汽车发布8月交付数据,当月共交付3965辆,其中ES6为2840辆,ES8为1125,同比增长104.1%。\n2020年1-8月,蔚来汽车累计交付21667辆汽车,同比增长109.9%。\n特斯拉近日也更新了销量情况。据乘联会数据,8月特斯拉Model 3销量为1.18万辆,较上月同比增长了7.2%。\n虽然销量方面差距有些悬殊,但在蔚来汽车创始人李斌看来,蔚来超越...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/WdTTIrz0y8ZqrHIxCLS-OQ\">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://mp.weixin.qq.com/s/WdTTIrz0y8ZqrHIxCLS-OQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188987994","content_text":"蔚来的情况在回暖。\n本月初,蔚来汽车发布8月交付数据,当月共交付3965辆,其中ES6为2840辆,ES8为1125,同比增长104.1%。\n2020年1-8月,蔚来汽车累计交付21667辆汽车,同比增长109.9%。\n特斯拉近日也更新了销量情况。据乘联会数据,8月特斯拉Model 3销量为1.18万辆,较上月同比增长了7.2%。\n虽然销量方面差距有些悬殊,但在蔚来汽车创始人李斌看来,蔚来超越特斯拉并没那么难。“蔚来用三年的时间就做到了特斯拉从成立到量产,再到交付Model S总共花了九年完成的事情。”李斌近期接受媒体采访时这样说。\n就目前国内市场来看,蔚来已经发布及量产的车型有ES6和ES8两款车型,而特斯拉只有国产Model 3一款车型。两个企业之间的正面竞争并不强,毕竟蔚来主打的这两款车定位为SUV,而Model 3是专注于轿跑市场。\n然而,随着国产Model Y的即将发布和量产,蔚来将遇到来自特斯拉的最强威胁。\n9月2日,特斯拉上海工厂公布了新车型先期启动项目的环评报告,而根据最新消息,上海工厂二期工程已进入收尾工作,这也意味着国产Model Y的量产化将进入正轨。\n特斯拉上海工厂,图源特斯拉官方微博\n对此,业内议论纷纷,有人评论“国产Model Y的上市,对蔚来来说就是巨大的威胁”。毕竟,Model Y的定位是中型SUV,而且预售价也与同为中型SUV的蔚来ES6和将在本月底上市的EC6售价重合。\n可以想象到的是,当国产Model Y正式量产后,蔚来的ES6和EC6将会与前者展开正面肉搏。\n除此之外,随着小鹏和理想相继赴美上市,也与率先登陆美股的蔚来站在了同一起跑线。小鹏汽车发布P7轿跑,迎战蔚来未来要发布的新车型轿跑ET7;威马、哪吒也接连传出登陆科创板的消息,国产新能源车企的竞争愈演愈烈。\n1、“鲶鱼”特斯拉再添利齿\n国产Model Y要来了。\n一个半月前,特斯拉官方在二季度财报会上宣布,将在上海工厂新增一条国产Model Y的生产线,根据未来汽车日报报道,目前这条生产线工厂工程已进入收尾工作。\n与之同步进行的,特斯拉官网也在近日公开了Model Y的预售选配配置和价格,分别为48.8万的长续航版和53.5万的高性能版,并且注明该车型将在2021年量产交付。\nModel Y配置与预售价,图源特斯拉官方网站\n这两方面的消息都印证了同一个事实——国产Model Y离上市最快就只剩3个多月的时间。\n放眼国内的新能源车企,蔚来、小鹏和理想,可以算作能与特斯拉拼上几回合的对手,但对于理想ONE和小鹏G3来说,虽同属为中型SUV,但由于理想ONE采用插电混动的动力模式,而特斯拉Model Y是纯电动;同时,小鹏G3的售价又低于Model Y的预售价,因此这两款车型与Model Y一定程度上可以进行差异化竞争。\n而对于蔚来来说,就将受到较大的威胁,毕竟李斌不止一次在公共场合中提起,EC6的对手是特斯拉的Model Y。\n首先是电池续航方面,根据汽车之家数据显示,蔚来上市已久的ES6工况续航里程为490km,而在本月底即将上市的EC6续航达到了615km,相比之下,特斯拉的Model Y续航里程为505km,已远超于ES6。\n蔚来EC6续航里程达到了615km,图源蔚来汽车官网\n在电池能量密度方面,蔚来给新车型EC6配套了70kWh和100kWh的电池包,车主在购车时可以进行选配。\n反观特斯拉,无论是长续航版还是性能版,Model Y仅配套了75kWh的电池包,而电池能量密度极大决定着续航里程,因此蔚来EC6在电池里程方面优于特斯拉Model Y。\n谈到电池续航,就不得不谈电池充电问题。\n蔚来在将近6年的时间中,在全国铺设了143座换电站来保证车主的电池充电需求。\n而在这方面,特斯拉在国内铺设的超充站已达到360座,而且采用第三代充电技术,相比之下,特斯拉在充电方面优于蔚来。\n再来看自动驾驶辅助功能方面,自动驾驶主要依靠的是感知摄像头和计算平台的算力。感知摄像头方面Model Y拥有8个,而蔚来只拥有3个,其余4个为环视摄像头;算力方面,特斯拉通过自研FSD计算芯片可以做到72*2Tops(算力单位),而蔚来仅为2.5Tops。\n业内一般认为,实现L2自动驾驶需要的计算力在10Tops左右,L3 需要的计算力为30-60Tops,L4 需要的计算力大于100Tops,L5还需更高。因此这样来看,自动驾驶辅助功能方面,特斯拉Model Y强于蔚来EC6。\n最后来看售价,蔚来的ES6的价格区间为35.8-51.8万,同为姊妹款的EC6为36.8-52.6万,处于国内高端SUV的细分市场。\n而同为定位于中型SUV的Model Y,它预售价基本与蔚来两款车的价格相近。\n也许李斌看到了这一情况,在上个月联合宁德时代推出了车电分离(BaaS)的模式,通过整车和动力电池的分别购买/租赁,来进一步降低购买乘车的价格门槛。\n蔚来汽车BaaS方案发布,图源蔚来汽车官方微博\n凑巧的是,近日坊间传闻特斯拉在国产电池供应链完善后,也可以将国产特斯拉的价格再次下调。\n尽管有诸多关于特斯拉的争议,但特斯拉在国内市场的品牌效应毋庸置疑,理想汽车创始人李想曾感叹,特斯拉仅靠445km的续航,就在销量上赢了大部分车企。\n这点也可以从蔚来和特斯拉的销量对比中看出。\n据乘联会数据,2020年8月国内新能源汽车销量排名中,特斯拉的Model 3以11811辆排名第一,蔚来的ES6以2840辆仅排名为第六,两者销量几乎相差5倍之多。\n未来,Model Y上市后,将是蔚来ES6、EC6的最强对手。\n然而,李斌和蔚来面对的威胁不仅仅只是特斯拉。\n2、国产新能源车企竞速\n“三个苦逼,在忆苦思变”。\n今年6月6日,一张照片在汽车圈中刷屏,照片中李斌、何小鹏和李想微笑着坐在一起,这也算是造车新势力第一梯队三家企业创始人为数不多的同框。\n在外界看来,他们虽是同一赛道的竞争对手,但之间也的确保持着很好的朋友关系,其中李斌和何小鹏尤为密切。\n蔚来在去年遭受了许多的波折,包括蔚来CFO谢东萤离职、资金链被曝出有断裂风险、股价甚至跌至1美元退市大关,或许正因为这样,在去年年末李斌成为了众多人朋友圈中“最惨的人”。\n何小鹏对此第一时间在微博上转发了这篇《李斌,2019年最惨的人》,并力挺李斌“坚定的走下去,就会看到曙光。”\n 何小鹏在微博中力挺李斌,图源何小鹏微博\n李斌对何小鹏同样也有着支持。就在今年4月小鹏汽车P7的发布会直播中,李斌在祝福视频中公然帮小鹏站台,“如果要买SUV,可以选择蔚来和合创,但如果要买轿车,那一定要选P7”。\n既是朋友,也是实实在在的竞争对手,在新能源汽车市场,它们的贴身竞速赛正在进行。\n今年4月,蔚来汽车联合创始人、总裁秦力洪在直播时表示,蔚来正在加班加点,争取今年年底发布新一代旗舰轿跑ET7,而这款车型的雏形就是在去年的上海车展中亮相的纯电动概念车ET Preview。\n几乎同时,小鹏汽车也上市了旗下的新一代轿跑车型P7,这款车型拥有着超越大多数车企车型的706km的续航里程,并且配套了L3级别的自动驾驶辅助系统,小鹏此举被业内看作是将早于ET7率先来抢占国内新能源轿跑市场。\n小鹏汽车P7轿跑,图源小鹏汽车官方网站\n而随着小鹏汽车8月成功登陆美股后,与蔚来再次站在了同一起跑线上,这样的较量也已不限于车型上的竞争。\n就在上月李斌发布了车电分离(BaaS)方案后,小鹏汽车紧随其后,很快也推出了相类似的电池租赁方案,区别在于蔚来的电池是归属于和宁德时代合资的电池资产公司,而小鹏的电池最终归属于车主。\n除了小鹏汽车,同属于第一梯队的威马汽车也在加速。\n就在蔚来宣布新一代轿跑ET7一个月后,威马汽车也发布了首款纯电轿车概念版威马Maven,据介绍该车综合续航里程为800km,具备和ET7一样的L4自动驾驶辅助系统,将预计于2021年实现量产。\n这也意味着,到时蔚来ET7会与小鹏P7和威马Maven在国内轿跑市场中展开正面激战。\n3、回暖之下也有内忧\n“经过一年调整的蔚来汽车已经逐步回归正轨,从重症监护室转到普通病房了。”李斌曾在今年第二季度财报会上这样对媒体来形容蔚来汽车的现状。\n他这样说并不是没有道理。\n根据2019年蔚来全年财报显示,去年全年总营收为78.25亿人民币,净亏损为112.96亿元,全年毛利率为-10.9%。而在今年Q2财报发布后,可以明显看到蔚来已逐渐脱离去年的困境。\n财报数据显示,蔚来汽车第二季度总营收为37.189亿人民币,同比去年同期增长了146.5%,几乎占去年全年总营收的一半。同时,二季度交付量为10331辆,在疫情的影响下较去年同期增长了190%。\n与此同时,毛利率也从去年的负值转正,不仅成为了业内关注的焦点,同时也兑现了去年Q4财报会上李斌的承诺。除此之外,截至2020年6月30日蔚来账面上的现金及现金等价物、受限制现金和短期投资为112亿元人民币。\n现在看来,相比于2019年的捉襟见肘,近期的成绩让李斌和蔚来感受到了久违的温暖。但就在特斯拉、小鹏汽车等车企的正面硬刚下,蔚来的压力也更大了。\n屋漏偏逢连阴雨,除了特斯拉、小鹏汽车等外部环境的威胁,蔚来内部目前也再次陷入困境之中。\n蔚来作为造车新势力中“钟爱”与传统车企合作的企业,分别于广汽、长安和江淮保持着合作关系。\n这其中与江淮代工合作不同,长安蔚来在创立之初,就承担了从整车研发、到销售与产业链融合,再到三电系统的制造和研发等全领域合作模式;而对于广汽蔚来来说,只集中于研发、销售和服务,并不涉及整车生产制造。\n 蔚来汽车江淮代工厂,图源蔚来汽车官方微博\n通过这样的合作,虽然可以合资建厂研发造车和扩展线下销售渠道来进一步扩大蔚来品牌的市场覆盖率,但也存在着风险——传统车企单方面不合作了。\n上个月,广汽蔚来在北京主办了一场主题为“决裂”的演讲,广汽蔚来CEO廖兵表示,广汽蔚来不是蔚来的分支,而是一个拥有自己品牌理念和研发团队的独立品牌。\n就像说好的一样,长安蔚来紧接着在2020年半年报中披露,收购长安蔚来,并将其纳入合并报表范围。而早在两个月前,李斌就卸任了长安蔚来董事长一职蔚来汽车占长安蔚来的股权也仅为4.62%,彻底失去话语权。\n这就意味着,蔚来目前只拥有江淮蔚来,同时也失去了广汽和长安所支持的产品共研和线下渠道的支持。“虽然长安蔚来和广汽蔚来之前的表现并不好,但这也表明蔚来将会失去两个伙伴,多两个强力的对手。”一位汽车行业从业者对连线Insight表示。\n更为尴尬的是,随着EC6的量产,或许也会与自己的姊妹版ES6产生产品间的内耗,毕竟两款车型售价几乎相近,同时两款车也被看做是出自“同一模子”,因为在外观方面除EC6“溜背”外,基本相似。\n目前来看,自2014年蔚来、小鹏和理想等新能源车企相继崛起,到今年再次一起站在了同一起跑线上,整个行业也从选拔赛进入到淘汰赛。\n对于蔚来汽车来说,身处于“内忧外患”的困局中,能否持续向上发展也是一个问题。Model Y上市已在倒计时,留给李斌备战的时间已经不多了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":976765178,"gmtCreate":1599863408994,"gmtModify":1703819948695,"author":{"id":"3503573079691067","authorId":"3503573079691067","name":"迈向大自然","avatar":"https://static.tigerbbs.com/a87046e721f54154dd6b093b2f94c0da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503573079691067","idStr":"3503573079691067"},"themes":[],"htmlText":"亏国家的当然无所谓,每天茶水报纸的日子。","listText":"亏国家的当然无所谓,每天茶水报纸的日子。","text":"亏国家的当然无所谓,每天茶水报纸的日子。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/976765178","repostId":"2066920318","repostType":2,"repost":{"id":"2066920318","pubTimestamp":1599831791,"share":"https://www.laohu8.com/m/news/2066920318?lang=&edition=full","pubTime":"2020-09-11 21:43","market":"us","language":"zh","title":"北汽蓝谷宣布换帅,半年亏损近20亿元,市值不到蔚来1/7","url":"https://stock-news.laohu8.com/highlight/detail?id=2066920318","media":"野火财经","summary":"【野火财经】9月11日快讯, 北汽蓝谷 晚间刚刚公告称,徐和谊因工作原因,向董事会提出辞去公司九届董事会董事长、董事及董事会战略委员会主任委员、委员职务。辞职后,徐和谊不再担任公司任何职务,其辞职申请","content":"<html><body><article><p>【野火财经】9月11日快讯, <a href=\"https://laohu8.com/S/600733\">北汽蓝谷</a> 晚间刚刚公告称,徐和谊因工作原因,向董事会提出辞去公司九届董事会董事长、董事及董事会战略委员会主任委员、委员职务。辞职后,徐和谊不再担任公司任何职务,其辞职申请自送达董事会之日起生效。</p><p>徐和谊自2018年11月出任北汽蓝谷(600733)董事长,尚不足两年。不过出生于1957年11月的徐和谊,今年已经63岁,已届退休年龄。徐和谊两个月前已经卸任北汽蓝谷控股股东北汽集团董事长职务,此番卸任也在意料之中。</p><p>公开资料显示,徐和谊自2010年12月开始任<a href=\"https://laohu8.com/S/01958\">北京汽车</a>集团董事长;兼任北京汽车董事长、北京<a href=\"https://laohu8.com/S/HYUD.UK\">现代汽车</a>董事长、北京奔驰汽车董事长。北汽集团也是北汽蓝谷控股股东。此外,徐和谊还担任多项社会职务,在人大代表和委员外,还兼任中国汽车工业协会副会长,中国企业改革与发展研究会副会长,北京工业经济联合会会长,北京市企业家联合会,北京市企业协会常务副会长,北京市科协常委,北京市消费者协会副会长等职,并被聘为北京市顺义区人民政府顾问。并获得华中科技大学管理学博士,是教授级高级工程师。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200911215220085d24686utli3jqkq\"/><p>徐和谊卸任后,由公司控股股东北京汽车集团推荐,经公司董事会提名委员会审核,公司九届二十次董事会审议通过了同意提名姜德义为公司九届董事会非独立董事候选人,董事任命需要股东大会审议通过。不出意外,姜德义将接任北汽蓝谷董事长。</p><p>姜德义,1964年2月出生,今年56岁。1986年8月参加工作,博士研究生学历,正高级经济师、高级工程师。2020年7月至今,任北京汽车集团董事长,也就是北汽蓝谷的控股股东一把手职务,因此按照惯例将接任北汽蓝谷董事长。</p><p>姜德义此前长期在 <a href=\"https://laohu8.com/S/601992\">金隅集团</a> 任职。金隅集团和北汽集团都是北京市重要国企。姜德义自2015年6月至2016年9月任金隅集团(股份)公司党委书记,金隅集团董事长,<a href=\"https://laohu8.com/S/02009\">金隅股份</a>董事长、执行董事、总经理;2016年9月至2018年6月任金隅集团(股份)党委书记,金隅集团董事长,金隅股份董事长、执行董事;2018年6月至2020年7月任金隅集团股份有限公司党委书记、董事长(董事长任职至2020年8月)。</p><p>因为疫情原因,北汽蓝谷上半年收入为31亿元,同比减少70%;再次亏损大约20亿元,去年同期亏损总额为1.23亿元;全年想要实现盈利无疑困难重重。1-8月,北汽蓝谷主要子公司北京新能源汽车股份有限公司,累计销量为18841辆,同比去年减少大约79%。</p><p>截至9月11日,北汽蓝谷市值为226亿元,远远低于在美国上市的造车新势力<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>。比如蔚来市值为239亿美元(大约人民币为1634亿元),小鹏汽车市值有139亿美元,理想汽车市值为134亿美元,北汽蓝谷市值不到蔚来汽车1/7,以及理想、小鹏的1/4。</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>北汽蓝谷宣布换帅,半年亏损近20亿元,市值不到蔚来1/7</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n北汽蓝谷宣布换帅,半年亏损近20亿元,市值不到蔚来1/7\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-11 21:43 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202009112152217b31501d&s=b><strong>野火财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【野火财经】9月11日快讯, 北汽蓝谷 晚间刚刚公告称,徐和谊因工作原因,向董事会提出辞去公司九届董事会董事长、董事及董事会战略委员会主任委员、委员职务。辞职后,徐和谊不再担任公司任何职务,其辞职申请自送达董事会之日起生效。徐和谊自2018年11月出任北汽蓝谷(600733)董事长,尚不足两年。不过出生于1957年11月的徐和谊,今年已经63岁,已届退休年龄。徐和谊两个月前已经卸任北汽蓝谷控股股东...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202009112152217b31501d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1e9aa56586a03fdd6464e21bfe99f7b5","relate_stocks":{"600733":"北汽蓝谷","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202009112152217b31501d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2066920318","content_text":"【野火财经】9月11日快讯, 北汽蓝谷 晚间刚刚公告称,徐和谊因工作原因,向董事会提出辞去公司九届董事会董事长、董事及董事会战略委员会主任委员、委员职务。辞职后,徐和谊不再担任公司任何职务,其辞职申请自送达董事会之日起生效。徐和谊自2018年11月出任北汽蓝谷(600733)董事长,尚不足两年。不过出生于1957年11月的徐和谊,今年已经63岁,已届退休年龄。徐和谊两个月前已经卸任北汽蓝谷控股股东北汽集团董事长职务,此番卸任也在意料之中。公开资料显示,徐和谊自2010年12月开始任北京汽车集团董事长;兼任北京汽车董事长、北京现代汽车董事长、北京奔驰汽车董事长。北汽集团也是北汽蓝谷控股股东。此外,徐和谊还担任多项社会职务,在人大代表和委员外,还兼任中国汽车工业协会副会长,中国企业改革与发展研究会副会长,北京工业经济联合会会长,北京市企业家联合会,北京市企业协会常务副会长,北京市科协常委,北京市消费者协会副会长等职,并被聘为北京市顺义区人民政府顾问。并获得华中科技大学管理学博士,是教授级高级工程师。徐和谊卸任后,由公司控股股东北京汽车集团推荐,经公司董事会提名委员会审核,公司九届二十次董事会审议通过了同意提名姜德义为公司九届董事会非独立董事候选人,董事任命需要股东大会审议通过。不出意外,姜德义将接任北汽蓝谷董事长。姜德义,1964年2月出生,今年56岁。1986年8月参加工作,博士研究生学历,正高级经济师、高级工程师。2020年7月至今,任北京汽车集团董事长,也就是北汽蓝谷的控股股东一把手职务,因此按照惯例将接任北汽蓝谷董事长。姜德义此前长期在 金隅集团 任职。金隅集团和北汽集团都是北京市重要国企。姜德义自2015年6月至2016年9月任金隅集团(股份)公司党委书记,金隅集团董事长,金隅股份董事长、执行董事、总经理;2016年9月至2018年6月任金隅集团(股份)党委书记,金隅集团董事长,金隅股份董事长、执行董事;2018年6月至2020年7月任金隅集团股份有限公司党委书记、董事长(董事长任职至2020年8月)。因为疫情原因,北汽蓝谷上半年收入为31亿元,同比减少70%;再次亏损大约20亿元,去年同期亏损总额为1.23亿元;全年想要实现盈利无疑困难重重。1-8月,北汽蓝谷主要子公司北京新能源汽车股份有限公司,累计销量为18841辆,同比去年减少大约79%。截至9月11日,北汽蓝谷市值为226亿元,远远低于在美国上市的造车新势力蔚来汽车、小鹏汽车、理想汽车。比如蔚来市值为239亿美元(大约人民币为1634亿元),小鹏汽车市值有139亿美元,理想汽车市值为134亿美元,北汽蓝谷市值不到蔚来汽车1/7,以及理想、小鹏的1/4。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":976566335,"gmtCreate":1599767315727,"gmtModify":1703819685901,"author":{"id":"3503573079691067","authorId":"3503573079691067","name":"迈向大自然","avatar":"https://static.tigerbbs.com/a87046e721f54154dd6b093b2f94c0da","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503573079691067","idStr":"3503573079691067"},"themes":[],"htmlText":"<a 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