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83号车评
2022-08-25
小鹏是新势力三家里最没前途的
抱歉,原内容已删除
83号车评
2021-05-26
9月交付一万,现在说了干啥?
理想汽车:预计到9月,月交付量将超过1万辆
83号车评
2021-04-30
$蔚来(NIO)$
还是要再跌,新势力品牌支撑股价最重要的指标是销量增长的预期而不是过去一段时间的销量。遗憾的是因为芯片短缺,蔚来官方对第三季度销量指引增长幅度仅为5%,这显然支撑不了目前这个市值。
83号车评
2021-03-12
今晚能撑住吗
83号车评
2021-01-28
$Property Solutions Acquisition Corp(PSAC)$
为梦想窒息
83号车评
2021-01-28
$Property Solutions Acquisition Corp(PSAC)$
真是捡钱,居然很多人不敢
83号车评
2021-01-27
$Property Solutions Acquisition Corp(PSAC)$
从多个渠道获悉,法拉第未来和珠海的合作不仅仅局限于在珠海建设生产基地。在FF的最新一轮融资中,来自珠海市的国资向FF投资20亿元,而双方的接触在2020年底就已经开始了。 (新浪科技
83号车评
2021-01-27
从多个渠道获悉,法拉第未来和珠海的合作不仅仅局限于在珠海建设生产基地。在FF的最新一轮融资中,来自珠海市的国资向FF投资20亿元,而双方的接触在2020年底就已经开始了。 (新浪科技
83号车评
2021-01-25
$Property Solutions Acquisition Corp(PSAC)$
吉利正在谈判,ff确定借这个壳
83号车评
2021-01-25
spac就是那个psac
曝吉利与FF达成战略合作,FF:不予置评
83号车评
2021-01-11
$Property Solutions Acquisition Corp(PSAC)$
ff
83号车评
2020-12-02
$理想汽车(LI)$
盘前又来诱多
83号车评
2020-12-01
$小鹏汽车(XPEV)$
4000多台月销量明显支撑不起这个估值。
83号车评
2020-12-01
$小鹏汽车(XPEV)$
小鹏做空,成本70。
83号车评
2020-11-30
$蔚来(NIO)$
销量创新高也带不动股价,因为早就被透支了。
83号车评
2020-11-24
$小鹏汽车(XPEV)$
要崩了
83号车评
2020-11-24
$小鹏汽车(XPEV)$
开始崩了
83号车评
2020-11-19
$理想汽车(LI)$
过去5天涨了42%。
83号车评
2020-11-18
$蔚来(NIO)$
开始了,财报日的oldstory。
83号车评
2020-11-18
$理想汽车(LI)$
坚定看多,这么好的企业
去老虎APP查看更多动态
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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理想汽车:预计到9月,月交付量将超过1万辆\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\">2021-05-26 10:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月26日讯,据<a href=\"https://laohu8.com/S/SINA\">新浪</a>报道,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>:预计到9月,月交付量将超过1万辆。</p><p>理想汽车在昨日发布了2021款理想ONE,今天上午理想汽车创始人、董事长兼CEO李想和理想汽车联合创始人兼总裁沈亚楠接受了包括新浪科技在内的媒体采访。李想在回应“二次上市”传闻时表示,钱肯定是多多益善,因为三大造车势力的对手包括<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、小米、<a href=\"https://laohu8.com/S/BIDU\">百度</a>等新玩家以及传统车企,资金都非常充足。理想汽车不介意以任何一种方式获得资金储备,包含从二级市场融资,银行贷款和发债。</p><p>李想还表示,因为第一款车SEV就是折在了政策变化上,所以理想汽车未来会继续关注政策,并继续招募政策相关的人才,包括充电相关、数据隐私相关等,保证理想汽车在各项政策上的合规性。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168519029","content_text":"5月26日讯,据新浪报道,理想汽车:预计到9月,月交付量将超过1万辆。理想汽车在昨日发布了2021款理想ONE,今天上午理想汽车创始人、董事长兼CEO李想和理想汽车联合创始人兼总裁沈亚楠接受了包括新浪科技在内的媒体采访。李想在回应“二次上市”传闻时表示,钱肯定是多多益善,因为三大造车势力的对手包括特斯拉、小米、百度等新玩家以及传统车企,资金都非常充足。理想汽车不介意以任何一种方式获得资金储备,包含从二级市场融资,银行贷款和发债。李想还表示,因为第一款车SEV就是折在了政策变化上,所以理想汽车未来会继续关注政策,并继续招募政策相关的人才,包括充电相关、数据隐私相关等,保证理想汽车在各项政策上的合规性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":103694044,"gmtCreate":1619774167388,"gmtModify":1619788180749,"author":{"id":"3503614282663325","authorId":"3503614282663325","name":"83号车评","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503614282663325","authorIdStr":"3503614282663325"},"themes":[],"htmlText":"<a 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href=http://cdn.jin10.com/ushk-test-123456/index.html><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月25日讯,据路透社消息,吉利将与贾跃亭旗下FF在产品技术和产能代工等方面开展战略合作。FF将在国内一线城市新建工厂,初期产能为10万台,并计划建设国内研发中心;吉利将为FF在国内提供制造服务,与FF在自动驾驶等智能技术开发方面合作。对此,e公司联系FF中国,相关人士表示,暂时不予置评。有分析人士指出,若上述合作属实,将会助力FF的SPAC上市项目提速,资金问题有望一举解决,可尽快推进FF91的...</p>\n\n<a href=\"http://cdn.jin10.com/ushk-test-123456/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/11fb5ef0b1cb032e12ea701b85e5650d","relate_stocks":{"00175":"吉利汽车"},"source_url":"http://cdn.jin10.com/ushk-test-123456/index.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2106446370","content_text":"1月25日讯,据路透社消息,吉利将与贾跃亭旗下FF在产品技术和产能代工等方面开展战略合作。FF将在国内一线城市新建工厂,初期产能为10万台,并计划建设国内研发中心;吉利将为FF在国内提供制造服务,与FF在自动驾驶等智能技术开发方面合作。对此,e公司联系FF中国,相关人士表示,暂时不予置评。有分析人士指出,若上述合作属实,将会助力FF的SPAC上市项目提速,资金问题有望一举解决,可尽快推进FF91的量产和交付。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332391126,"gmtCreate":1610327586165,"gmtModify":1703743505379,"author":{"id":"3503614282663325","authorId":"3503614282663325","name":"83号车评","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503614282663325","authorIdStr":"3503614282663325"},"themes":[],"htmlText":"<a 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09:55","market":"hk","language":"zh","title":"二季度亏损27亿,小鹏汽车的未来越来越卷","url":"https://stock-news.laohu8.com/highlight/detail?id=1188076476","media":"中国企业家杂志","summary":"上半年业绩表现不及预期,等待小鹏汽车的是一个越来越卷的未来。虽然蝉联新势力销冠,但小鹏汽车的成绩单看上去却不那么乐观。北京时间8月23日晚,小鹏汽车发布2022年第二季度财报。财报显示,小鹏汽车Q2营","content":"<html><head></head><body><blockquote>上半年业绩表现不及预期,等待<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>的是一个越来越卷的未来。</blockquote><p>虽然蝉联新势力销冠,但小鹏汽车的成绩单看上去却不那么乐观。</p><p>北京时间8月23日晚,小鹏汽车发布2022年第二季度财报。财报显示,小鹏汽车Q2营收74.36亿元,同比增长97.7%,与今年第一季度持平;Q2净亏损27.09亿元,同比增加126.1%,环比增长58.8%。</p><p><b>从交付量来看,小鹏汽车Q2交付3.4万台,同比增长98%,连续四个季度拿下造车新势力销冠。</b>得益于销量提升,小鹏Q2汽车销售收入为69.38亿元,同比增长了93.6%。</p><p>不过,对于小鹏汽车二季度的表现,市场的反应并不乐观。美股开盘后,小鹏汽车股价持续下挫,截至美股时间8月23日,小鹏汽车股价报收18.73美元,下跌10.8%;截至发稿,小鹏汽车港股股价报收72.85港元,下跌12.18%。</p><p>一位业内人士对《中国企业家》表示,小鹏汽车目前仍然面临较大的营收难题,而且已经影响到净利润和毛利率。“今年整个汽车行业都在承压,几乎可以判断,小鹏汽车今年无法达到预期目标。”</p><p>业绩存忧之外,小鹏汽车近日来因P7高速撞人事故也备受争议。此外,就在财报发布当日,前<a href=\"https://laohu8.com/S/AAPL\">苹果</a>员工张小浪跳槽小鹏汽车前涉嫌窃取苹果汽车部门商业秘密案也有了新进展。时隔四年后,张小浪正式认罪,承认窃取了苹果的商业机密。</p><p>小鹏汽车因此事也登上热搜,并发表官方声明称,不了解案件具体情况,与苹果公司之间没有相关争议,与该案件无任何关联。</p><p>8月15日是小鹏汽车成立8周年。<b>“<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>汽车是在无数的创新,磨合,质疑,挑战,痛苦,快乐,内卷中练成的。”</b>小鹏汽车董事长、CEO何小鹏在朋友圈写道。</p><p>等待小鹏汽车的,或许是一个越来越卷的未来。</p><p><img src=\"https://static.tigerbbs.com/c5aeba6b354a84c2038f6ef1bd319abe\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\"/></p><p>摄影:史小兵</p><p><b>销量第一背后的烦恼</b></p><p>财报显示,截至2022年6月30日,小鹏汽车已经累计亏损205.93亿元。</p><p>“智能汽车行业可能是当前最内卷的行业吧,没有之一。之前8年从‘世界杯’外围赛好不容易进入32强,突然发现打32进8可能还需要打几年,而且对手差不多全部都是世界级选手了。不像互联网,虽然有百X大站,但是打个几年就出结果了,而且绝大部分还不用考虑全球化。”7月28日,何小鹏发朋友圈感叹。</p><p>数据揭示了何小鹏的担忧。</p><p><b>从交付量上看,小鹏汽车二季度虽然领先<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和理想,但从亏损数字看,小鹏汽车仍旧无法摆脱烦恼。</b></p><p><img src=\"https://static.tigerbbs.com/7649576180ec087a914f7e254169366e\" tg-width=\"1080\" tg-height=\"836\" referrerpolicy=\"no-referrer\"/></p><p>制图:任娅斐</p><p>财报解释称,亏损扩大是由于汇兑亏损。二季度小鹏汽车外币交易汇兑亏损高达9.38亿元。简单来说,人民币贬值导致小鹏旗下以美元结算的子公司,持有的资产估值波动。小鹏汽车副总裁吕学庆在财报业绩会上也解释称,“未来人民币如果升值了,估值就会好一点。如果人民币对美元继续贬值,我们受到的影响就是负面的。”</p><p>如果刨除汇兑损失,小鹏二季度亏损与上季度基本持平,但同比去年,仍然扩大了48%。</p><p><b>亏损背后是过低的毛利率。小鹏汽车的毛利率和汽车利润率均出现了下滑。</b>Q2公司毛利率为10.9%,2021年同期为11.9%,今年Q1为12.2%;汽车利润率为9.1%,2021年同期为11.0%,而2022年第一季度为10.4%。</p><p>财报称,利润率下降主要是因为电池成本增加,导致销售价格调整带来的收入增加被部分抵消。换言之,提价未能覆盖电池成本的上涨。吕学庆解释称,由于二季度产品结构受到影响,才使得毛利率缩小。他认为随着P7交付量的提升,以及G9在10月份开始交付后,Q3毛利率会比Q2有所提升,“应该和第一季度相等或非常接近第一季度的毛利率水平”。</p><p>值得注意的是,虽然存在原材料涨价的影响,另一家造车新势力<a href=\"https://laohu8.com/S/LI\">理想汽车</a>的毛利率同比去年依然有所上涨。理想汽车Q2毛利率为21.5%,汽车毛利率为21.2%;2021年Q2毛利率为18.9%,汽车毛利率则为18.7%。</p><p>小鹏汽车的销售成本过高,也是导致毛利率降低的重要因素。</p><p>小鹏汽车Q2销售成本为66.27亿元,去年同期仅为33.13亿元,翻了一番。</p><p><b>小鹏汽车也在尝试通过降低整车研发制造成本,提升效率。</b></p><p>何小鹏表示,首先,从G9开始,小鹏第一次将智能化、电动化和整车技术平台统一成平台化。“我们在3条线的技术都能达到一个90分的情况,大幅降低成本,并且提高整车的质量和效率。”其次,小鹏汽车在制造工艺上做了大量研发,未来2~3年随着一体化压铸、整车CTC、CTP等多项制造工艺的提高,会大幅降低整车的研发成本,提高效率。何小鹏称,“我有信心在未来的多款车里面,小鹏既能满足客户的闭环需求,又能够让他们获得更好的销售体验。”</p><p><b>G9背负重任</b></p><p>上半年业绩表现不及预期,小鹏汽车几乎把所有希望都压在新车G9身上。</p><p>在财报业绩会上,何小鹏数次提及G9,强调这款车在造型设计、操控性能、驾驶体验、智能驾驶等方面的优势,<b>“我相信G9将会是‘50万元以内最好的SUV’,并且成为中大型SUV市场最热销的车型之一。”</b></p><p>据何小鹏透露,G9在8月10日开放预订24小时后,订单已经突破2.2万辆,远超G3和P5,并且还在持续快速增长。此外,他预计G9交付量会超过P7。</p><p>对于G9,何小鹏给予了很高的预期。</p><p>一方面,作为小鹏汽车旗下最高价位的车型,G9承担着改善小鹏汽车整体毛利率的重任。另一方面,G9在某种程度上验证着市场对小鹏汽车新一代平台技术、智能辅助驾驶技术等核心能力的认可程度。</p><p><b>“G9标志着小鹏汽车进入新一代电动化和智能化整车技术平台的分水岭。”何小鹏表示。从G9开始及其后续的新车型,都将全面支持超快充体系。</b></p><p>上述业内人士也认为,对于小鹏汽车来说,下半年的表现至关重要,重点要看G9的订单数量和大定转化率。</p><p>不过他也对小鹏汽车在第三季度的表现表示担忧,“从销量指引来看,即便G9交付超出预期,单凭这一款车,并不能改变小鹏今年整体的表现。”</p><p>对于第三季度,小鹏汽车预期汽车交付量在29000辆~31000辆,同比增长约13.0%至20.8%,但相比于今年一季度、二季度少了3000辆~5000辆。</p><p><img src=\"https://static.tigerbbs.com/2ce8d894d535d5b6e5ff46e4a4285073\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>摄影:史小兵</p><p>在中国汽车流通协会专家委员会的专家委员李颜伟看来,<b>三季度<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>ET5进入销售,理想L9也会进入销售,抢了流量风头,小鹏汽车面临的竞争压力增大。</b>“此外,小鹏产品线布局是硬伤,G3、P5要和<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、广汽传祺、零跑、威马等品牌争抢客户;P7要与ET5、比亚迪汉等产品争夺客户;中低端客户群对于自动驾驶这类智能产品购买兴趣不大,免费送还可以,很难卖出溢价。小鹏的竞品越来越多,进入了一个很卷的市场,很难维持其利润率和市占率。小鹏没有在合适的时间内建立产品、用户、供应链、成本防火墙。”李颜伟表示。</p><p>“对于任何一家车企来说,最重要的就是把销量提升上来,没有销量就等于没有一切。”上述业内人士认为。</p><p>“我们将加快小鹏汽车新产品推出的节奏,丰富在15万到50万价格区间的产品矩阵。”何小鹏称,明年将会推出两款具有竞争力的车型,一款是B级车型,巩固和扩大小鹏在这一细分市场的市场份额。同时还将推出一款C级车型,为需要更大和更舒适空间的用户群带来一款极致的产品。明年我们通过这2款新车型加上G9推动我们的销量持续高速增长。”何小鹏表示。</p><p>在何小鹏看来,当前新能源市场仍然存在长期的颠覆性机遇,虽然竞争日趋激烈,但他相信小鹏汽车超快充在电动化和智能化核心技术坚定的长期投入,会在接下来的多款新品中加速释放,从而让小鹏汽车进入收获期。<b>研发方面,小鹏汽车依然在加大投入。</b>小鹏汽车Q2研发支出12.65亿元,同比增长46.5%,环比增长3.6%。</p><p>只是目前来看,新势力销冠小鹏汽车的艰难处境还要持续一段时间。</p></body></html>","source":"zgqyj","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二季度亏损27亿,小鹏汽车的未来越来越卷\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-25 09:55 北京时间 <a href=https://mp.weixin.qq.com/s/Zek8I6VFsa9mYPpWmdu9ZA><strong>中国企业家杂志</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上半年业绩表现不及预期,等待小鹏汽车的是一个越来越卷的未来。虽然蝉联新势力销冠,但小鹏汽车的成绩单看上去却不那么乐观。北京时间8月23日晚,小鹏汽车发布2022年第二季度财报。财报显示,小鹏汽车Q2营收74.36亿元,同比增长97.7%,与今年第一季度持平;Q2净亏损27.09亿元,同比增加126.1%,环比增长58.8%。从交付量来看,小鹏汽车Q2交付3.4万台,同比增长98%,连续四个季度拿下...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Zek8I6VFsa9mYPpWmdu9ZA\">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":{"BK4555":"新能源车","BK1575":"同股不同权","BK1588":"回港中概股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4099":"汽车制造商","BK4526":"热门中概股","BK1539":"汽车股","BK4551":"寇图资本持仓","09868":"小鹏汽车-W","XPEV":"小鹏汽车","BK4505":"高瓴资本持仓","BK1119":"汽车制造商","BK1587":"次新股"},"source_url":"https://mp.weixin.qq.com/s/Zek8I6VFsa9mYPpWmdu9ZA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188076476","content_text":"上半年业绩表现不及预期,等待小鹏汽车的是一个越来越卷的未来。虽然蝉联新势力销冠,但小鹏汽车的成绩单看上去却不那么乐观。北京时间8月23日晚,小鹏汽车发布2022年第二季度财报。财报显示,小鹏汽车Q2营收74.36亿元,同比增长97.7%,与今年第一季度持平;Q2净亏损27.09亿元,同比增加126.1%,环比增长58.8%。从交付量来看,小鹏汽车Q2交付3.4万台,同比增长98%,连续四个季度拿下造车新势力销冠。得益于销量提升,小鹏Q2汽车销售收入为69.38亿元,同比增长了93.6%。不过,对于小鹏汽车二季度的表现,市场的反应并不乐观。美股开盘后,小鹏汽车股价持续下挫,截至美股时间8月23日,小鹏汽车股价报收18.73美元,下跌10.8%;截至发稿,小鹏汽车港股股价报收72.85港元,下跌12.18%。一位业内人士对《中国企业家》表示,小鹏汽车目前仍然面临较大的营收难题,而且已经影响到净利润和毛利率。“今年整个汽车行业都在承压,几乎可以判断,小鹏汽车今年无法达到预期目标。”业绩存忧之外,小鹏汽车近日来因P7高速撞人事故也备受争议。此外,就在财报发布当日,前苹果员工张小浪跳槽小鹏汽车前涉嫌窃取苹果汽车部门商业秘密案也有了新进展。时隔四年后,张小浪正式认罪,承认窃取了苹果的商业机密。小鹏汽车因此事也登上热搜,并发表官方声明称,不了解案件具体情况,与苹果公司之间没有相关争议,与该案件无任何关联。8月15日是小鹏汽车成立8周年。“智能汽车是在无数的创新,磨合,质疑,挑战,痛苦,快乐,内卷中练成的。”小鹏汽车董事长、CEO何小鹏在朋友圈写道。等待小鹏汽车的,或许是一个越来越卷的未来。摄影:史小兵销量第一背后的烦恼财报显示,截至2022年6月30日,小鹏汽车已经累计亏损205.93亿元。“智能汽车行业可能是当前最内卷的行业吧,没有之一。之前8年从‘世界杯’外围赛好不容易进入32强,突然发现打32进8可能还需要打几年,而且对手差不多全部都是世界级选手了。不像互联网,虽然有百X大站,但是打个几年就出结果了,而且绝大部分还不用考虑全球化。”7月28日,何小鹏发朋友圈感叹。数据揭示了何小鹏的担忧。从交付量上看,小鹏汽车二季度虽然领先蔚来和理想,但从亏损数字看,小鹏汽车仍旧无法摆脱烦恼。制图:任娅斐财报解释称,亏损扩大是由于汇兑亏损。二季度小鹏汽车外币交易汇兑亏损高达9.38亿元。简单来说,人民币贬值导致小鹏旗下以美元结算的子公司,持有的资产估值波动。小鹏汽车副总裁吕学庆在财报业绩会上也解释称,“未来人民币如果升值了,估值就会好一点。如果人民币对美元继续贬值,我们受到的影响就是负面的。”如果刨除汇兑损失,小鹏二季度亏损与上季度基本持平,但同比去年,仍然扩大了48%。亏损背后是过低的毛利率。小鹏汽车的毛利率和汽车利润率均出现了下滑。Q2公司毛利率为10.9%,2021年同期为11.9%,今年Q1为12.2%;汽车利润率为9.1%,2021年同期为11.0%,而2022年第一季度为10.4%。财报称,利润率下降主要是因为电池成本增加,导致销售价格调整带来的收入增加被部分抵消。换言之,提价未能覆盖电池成本的上涨。吕学庆解释称,由于二季度产品结构受到影响,才使得毛利率缩小。他认为随着P7交付量的提升,以及G9在10月份开始交付后,Q3毛利率会比Q2有所提升,“应该和第一季度相等或非常接近第一季度的毛利率水平”。值得注意的是,虽然存在原材料涨价的影响,另一家造车新势力理想汽车的毛利率同比去年依然有所上涨。理想汽车Q2毛利率为21.5%,汽车毛利率为21.2%;2021年Q2毛利率为18.9%,汽车毛利率则为18.7%。小鹏汽车的销售成本过高,也是导致毛利率降低的重要因素。小鹏汽车Q2销售成本为66.27亿元,去年同期仅为33.13亿元,翻了一番。小鹏汽车也在尝试通过降低整车研发制造成本,提升效率。何小鹏表示,首先,从G9开始,小鹏第一次将智能化、电动化和整车技术平台统一成平台化。“我们在3条线的技术都能达到一个90分的情况,大幅降低成本,并且提高整车的质量和效率。”其次,小鹏汽车在制造工艺上做了大量研发,未来2~3年随着一体化压铸、整车CTC、CTP等多项制造工艺的提高,会大幅降低整车的研发成本,提高效率。何小鹏称,“我有信心在未来的多款车里面,小鹏既能满足客户的闭环需求,又能够让他们获得更好的销售体验。”G9背负重任上半年业绩表现不及预期,小鹏汽车几乎把所有希望都压在新车G9身上。在财报业绩会上,何小鹏数次提及G9,强调这款车在造型设计、操控性能、驾驶体验、智能驾驶等方面的优势,“我相信G9将会是‘50万元以内最好的SUV’,并且成为中大型SUV市场最热销的车型之一。”据何小鹏透露,G9在8月10日开放预订24小时后,订单已经突破2.2万辆,远超G3和P5,并且还在持续快速增长。此外,他预计G9交付量会超过P7。对于G9,何小鹏给予了很高的预期。一方面,作为小鹏汽车旗下最高价位的车型,G9承担着改善小鹏汽车整体毛利率的重任。另一方面,G9在某种程度上验证着市场对小鹏汽车新一代平台技术、智能辅助驾驶技术等核心能力的认可程度。“G9标志着小鹏汽车进入新一代电动化和智能化整车技术平台的分水岭。”何小鹏表示。从G9开始及其后续的新车型,都将全面支持超快充体系。上述业内人士也认为,对于小鹏汽车来说,下半年的表现至关重要,重点要看G9的订单数量和大定转化率。不过他也对小鹏汽车在第三季度的表现表示担忧,“从销量指引来看,即便G9交付超出预期,单凭这一款车,并不能改变小鹏今年整体的表现。”对于第三季度,小鹏汽车预期汽车交付量在29000辆~31000辆,同比增长约13.0%至20.8%,但相比于今年一季度、二季度少了3000辆~5000辆。摄影:史小兵在中国汽车流通协会专家委员会的专家委员李颜伟看来,三季度蔚来ET5进入销售,理想L9也会进入销售,抢了流量风头,小鹏汽车面临的竞争压力增大。“此外,小鹏产品线布局是硬伤,G3、P5要和比亚迪、广汽传祺、零跑、威马等品牌争抢客户;P7要与ET5、比亚迪汉等产品争夺客户;中低端客户群对于自动驾驶这类智能产品购买兴趣不大,免费送还可以,很难卖出溢价。小鹏的竞品越来越多,进入了一个很卷的市场,很难维持其利润率和市占率。小鹏没有在合适的时间内建立产品、用户、供应链、成本防火墙。”李颜伟表示。“对于任何一家车企来说,最重要的就是把销量提升上来,没有销量就等于没有一切。”上述业内人士认为。“我们将加快小鹏汽车新产品推出的节奏,丰富在15万到50万价格区间的产品矩阵。”何小鹏称,明年将会推出两款具有竞争力的车型,一款是B级车型,巩固和扩大小鹏在这一细分市场的市场份额。同时还将推出一款C级车型,为需要更大和更舒适空间的用户群带来一款极致的产品。明年我们通过这2款新车型加上G9推动我们的销量持续高速增长。”何小鹏表示。在何小鹏看来,当前新能源市场仍然存在长期的颠覆性机遇,虽然竞争日趋激烈,但他相信小鹏汽车超快充在电动化和智能化核心技术坚定的长期投入,会在接下来的多款新品中加速释放,从而让小鹏汽车进入收获期。研发方面,小鹏汽车依然在加大投入。小鹏汽车Q2研发支出12.65亿元,同比增长46.5%,环比增长3.6%。只是目前来看,新势力销冠小鹏汽车的艰难处境还要持续一段时间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390992596,"gmtCreate":1605690908815,"gmtModify":1703838997589,"author":{"id":"3503614282663325","authorId":"3503614282663325","name":"83号车评","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503614282663325","authorIdStr":"3503614282663325"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>16.35做空。","text":"$蔚来(NIO)$16.35做空。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/979755923","isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":136117704,"gmtCreate":1621999075608,"gmtModify":1621999075608,"author":{"id":"3503614282663325","authorId":"3503614282663325","name":"83号车评","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503614282663325","authorIdStr":"3503614282663325"},"themes":[],"htmlText":"9月交付一万,现在说了干啥?","listText":"9月交付一万,现在说了干啥?","text":"9月交付一万,现在说了干啥?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/136117704","repostId":"1168519029","repostType":4,"repost":{"id":"1168519029","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":1621996597,"share":"https://www.laohu8.com/m/news/1168519029?lang=&edition=full","pubTime":"2021-05-26 10:36","market":"hk","language":"zh","title":"理想汽车:预计到9月,月交付量将超过1万辆","url":"https://stock-news.laohu8.com/highlight/detail?id=1168519029","media":"老虎资讯综合","summary":"5月26日讯,据新浪报道,理想汽车:预计到9月,月交付量将超过1万辆。理想汽车在昨日发布了2021款理想ONE,今天上午理想汽车创始人、董事长兼CEO李想和理想汽车联合创始人兼总裁沈亚楠接受了包括新浪","content":"<p>5月26日讯,据<a href=\"https://laohu8.com/S/SINA\">新浪</a>报道,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>:预计到9月,月交付量将超过1万辆。</p><p>理想汽车在昨日发布了2021款理想ONE,今天上午理想汽车创始人、董事长兼CEO李想和理想汽车联合创始人兼总裁沈亚楠接受了包括新浪科技在内的媒体采访。李想在回应“二次上市”传闻时表示,钱肯定是多多益善,因为三大造车势力的对手包括<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、小米、<a href=\"https://laohu8.com/S/BIDU\">百度</a>等新玩家以及传统车企,资金都非常充足。理想汽车不介意以任何一种方式获得资金储备,包含从二级市场融资,银行贷款和发债。</p><p>李想还表示,因为第一款车SEV就是折在了政策变化上,所以理想汽车未来会继续关注政策,并继续招募政策相关的人才,包括充电相关、数据隐私相关等,保证理想汽车在各项政策上的合规性。</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理想汽车:预计到9月,月交付量将超过1万辆\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\">2021-05-26 10:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月26日讯,据<a href=\"https://laohu8.com/S/SINA\">新浪</a>报道,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>:预计到9月,月交付量将超过1万辆。</p><p>理想汽车在昨日发布了2021款理想ONE,今天上午理想汽车创始人、董事长兼CEO李想和理想汽车联合创始人兼总裁沈亚楠接受了包括新浪科技在内的媒体采访。李想在回应“二次上市”传闻时表示,钱肯定是多多益善,因为三大造车势力的对手包括<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、小米、<a href=\"https://laohu8.com/S/BIDU\">百度</a>等新玩家以及传统车企,资金都非常充足。理想汽车不介意以任何一种方式获得资金储备,包含从二级市场融资,银行贷款和发债。</p><p>李想还表示,因为第一款车SEV就是折在了政策变化上,所以理想汽车未来会继续关注政策,并继续招募政策相关的人才,包括充电相关、数据隐私相关等,保证理想汽车在各项政策上的合规性。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168519029","content_text":"5月26日讯,据新浪报道,理想汽车:预计到9月,月交付量将超过1万辆。理想汽车在昨日发布了2021款理想ONE,今天上午理想汽车创始人、董事长兼CEO李想和理想汽车联合创始人兼总裁沈亚楠接受了包括新浪科技在内的媒体采访。李想在回应“二次上市”传闻时表示,钱肯定是多多益善,因为三大造车势力的对手包括特斯拉、小米、百度等新玩家以及传统车企,资金都非常充足。理想汽车不介意以任何一种方式获得资金储备,包含从二级市场融资,银行贷款和发债。李想还表示,因为第一款车SEV就是折在了政策变化上,所以理想汽车未来会继续关注政策,并继续招募政策相关的人才,包括充电相关、数据隐私相关等,保证理想汽车在各项政策上的合规性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313632757,"gmtCreate":1611706365179,"gmtModify":1703752478144,"author":{"id":"3503614282663325","authorId":"3503614282663325","name":"83号车评","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503614282663325","authorIdStr":"3503614282663325"},"themes":[],"htmlText":"<a 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