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凡所际遇,绝非偶然
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雪人骑士
05-22
写的全局观不错
李斌打出“逆命牌”
雪人骑士
2023-12-30
good
雪人骑士
2021-04-12
闪退,你们有吗,今天 手指用十字标移动着没几秒就退出来了!
雪人骑士
2021-03-14
$老虎证券(TIGR)$
目标价 50
雪人骑士
2021-02-13
让我们陷入困境的不是无知,而是看似正确的错误论断。——马克·吐温
雪人骑士
2019-05-30
$蔚来(NIO)$ 大单诱空小单割草,继续吸筹等待
雪人骑士
2019-05-07
$通用电气(GE)$ 看到15,三个月内
雪人骑士
2019-05-07
$蔚来(NIO)$ 看你们越焦躁得想卖 我就越想进场
雪人骑士
2019-05-07
$彭尼百货(JCP)$ 今天回调,准备进场了大家
雪人骑士
2019-04-30
$通用电气(GE)$ 月K经典形态不是闹着玩的
雪人骑士
2019-04-26
$通用电气(GE)$ 立贴为证 三个月内破10 下行空间不破8.8
雪人骑士
2019-01-13
这篇文章不错,转发给大家看
抱歉,原内容已删除
去老虎APP查看更多动态
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es":[],"htmlText":"写的全局观不错","listText":"写的全局观不错","text":"写的全局观不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308371335057416","repostId":"2436109912","repostType":2,"repost":{"id":"2436109912","kind":"news","pubTimestamp":1716215582,"share":"https://www.laohu8.com/m/news/2436109912?lang=&edition=full","pubTime":"2024-05-20 22:33","market":"hk","language":"zh","title":"李斌打出“逆命牌”","url":"https://stock-news.laohu8.com/highlight/detail?id=2436109912","media":"华尔街见闻","summary":"需要“爆款”。","content":"<html><head></head><body><blockquote><p><strong>需要“爆款”。</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d4b6c0efe761cbbeca2440d7b89ecb6\" tg-width=\"1024\" tg-height=\"684\"/></p><p>在规模上迟迟未有突破的蔚来,把翻盘希望寄托在了一个新品牌上。<br/><br/>5月15日,蔚来董事长李斌特地挑选在国际家庭日这天,上线蔚来子品牌--乐道汽车,首款SUV车型“乐道L60”同步登台亮相。<br/><br/>蔚来总裁秦力洪打趣地说,乐道是个生而成熟的“富二代”,一出生就继承了蔚来近十年造车积累的资源。如果它能够如愿上量,也将成为李斌手里的“逆命牌”,带着蔚来走出多年困境。李斌也非常乐观地表示,乐道不会再亏本卖车,出生就要能“养家”。<br/><br/>然而,李斌的新故事资本市场似乎并不买账。乐道品牌发布会后,蔚来美股股价下挫,过去三个交易日跌9%,市值蒸发10余亿美元。<br/><br/>乐道的到来,能否替蔚来扭转效率低下的老问题,又能否在卷出天际的20万元市场站住脚跟?刚刚跟市场混个脸熟的乐道,还有很多要事去证明。</p><h2 id=\"id_236345326\" style=\"text-align: start;\">“富二代”</h2><p style=\"text-align: justify;\">一片轻松欢快的气氛暖场下,李斌家的“二孩”乐道出场了,这是他第一次造20万元级别的车。<br/><br/>担任乐道汽车总裁的,是李斌从迪士尼请来的艾铁成,他也不负李斌所望,证明在家庭汽车市场懂需求、“会整活”的不只有雷军和李想。<br/><br/>与ModelY的对标,成为贯穿整个L60讲解的主线。从能耗、空间、配置,艾铁成打趣地用“二郎腿自由”、“溜达自由”、“行李箱自由”展现L60颠覆ModelY的实力。<br/><br/>更核心的是补能,乐道在交付之时,就能用上1千多座换电站和2万根充电桩。艾铁成凡尔赛地称其补能力是“行业第二”。而第一,自然是母品牌蔚来。<br/><br/>价格方面,21.99万的预售价比Model Y便宜3万元,叠加2000顶6000元的预定金抵扣,又刚好与小米SU7起售价一致。<br/><br/>借着蔚来共享和“下放”的技术、资源,乐道试图强势搅局20万元市场。比母品牌便宜近10万元的它,一出生就肩负着追求销量的使命。</p><p style=\"text-align: justify;\">艾铁成指出,乐道的价格段中家庭用户覆盖面很广,锁定了90%群体。从它对标的车型看,Model Y在国内峰值月销量近7万台、理想L6不到一个月也拿下了超过4.1万辆的大定。<br/><br/>这也使得内部对销量预期非常乐观上。渠道人士透露,今年乐道交付目标为7万台,明年为25万台。艾铁成在访谈环表示,发布会后的预定量“远超预期”。<br/><br/>与内部的乐观相比,包括机构、业内对乐道的未来还是持谨慎态度。<br/><br/>有机构投资人士向华尔街见闻透露,乐道项目已筹备三年多,此次品牌发布会却只是预售,新车上市交付要到9月份,似乎又看到了效率低下的影子。蔚来在这方面吃过类似的亏,3年前ET5上市时的火爆,被交付“拖了后腿”,热度随之流失,最终未能完成预期销量。<br/><br/>此外,乐道所瞄准的20万-30万价格带,是新能源汽车最腥风血雨的红海市场。数据显示,该细分市场新能源汽车渗透率高达56%,远高于行业整体的43.7%。同级的竞争车型更是有比亚迪宋L、智己LS6、问界M5、小鹏G6。<br/><br/>在这条前有猛虎后有饿狼的赛道上,乐道还没能让市场相信它能闯出这片红海。<br/><br/>也有业内人士指出,乐道很大程度上复用了蔚来的体系,但决定其销量能否如愿释放的关键,在于独立渠道能否快速铺开。此外,蔚来所擅长的BaaS、智驾订阅等模式,对乐道所处价格带的用户而言,也需要时间来扭转认知和消费习惯。<br/><br/>因此,即便有了蔚来过去在补能、服务和制造等环节的能力积累,但乐道还是要把这一系列能力按照自己的需求进行转化。至少目前,市场对此还有些许疑虑。</p><h2 id=\"id_2401281754\" style=\"text-align: start;\">新突破</h2><p style=\"text-align: justify;\">回溯来看,李斌从决定造车开始就盯上了40万以上的高端市场,然而这部分的市场增长太过缓慢,规模天花板显著。<br/><br/>在被问起为何先从高端市场入手,李斌回答是因为BBA这些高端品牌转型慢,给了蔚来机遇。过去十年,李斌重金布下庞大生态棋局,强调服务、技术和补能基建。<br/><br/>从2016年起,李斌在研发上持续投⼊已超过430亿元,但销量规模却不足以摊薄海量的投入,去年蔚来207.2亿元的净亏损刷新记录。<br/><br/>被架在高端调性之上,蔚来在品牌定位和销量上左右为难。即便是面对激烈的价格战,推出减配车型、快速调整价格李斌都不能接受,只有借BaaS模式调整向消费者释放优惠。不过换电补贴、折抵等繁复的计算成本“劝退”了一部分消费者,“含蓄”的蔚来,迟迟未能等来规模的爆发。<br/><br/>今年前四个月,蔚来交付新车4.57万辆,总销量不及问界和理想的一半,又被极氪、深蓝等后来居上,蔚来也由此留下“擅长造生态,但不擅长赚钱和卖车”的印象。<br/><br/>身处如此艰难低谷,李斌脸上却时常挂满了乐观积极,憋的大招正是子品牌。访谈中,他透露乐道并非草草诞生,而早在2014、2015年蔚来成立初期,内部就定下了多品牌战略。<br/><br/>或许蔚来一直以来的“硬抗”,也给乐道留出施展的空间。借蔚来体系化“轻资产”发展的乐道,一出生就能盈利,继而用迅速规模化的销量,弥补先前长期主义的亏损缺口。<br/><br/>“目前乐道公布的预售价仍然有不错的毛利,不会再干卖一辆赔一辆的事”。李斌向华尔街见闻表示,说过去几年在新品牌上研发投入很多,现在到了要变现的时候,“过不了多久就要替家里面贡献收入了”。<br/><br/>有渠道人士透露,基于蔚来NT3.0平台而来的赋能,乐道L60的(BOM)成本14万元左右。早在年初的业绩会上,李斌就曾指出该车成本会比ModelY低10%左右。<br/><br/>对李斌而言,倘若乐道大卖,成为体系化能力变现的“现金奶牛”,蔚来的商业模式也就跑通了。<br/><br/>向上,是蔚来品牌往高端、豪华市场进一步进军;向下则是包括乐道、“萤火虫”在内的品牌发力规模。<br/><br/>去年,蔚来已经亮相了售价80万元的旗舰ET9。李斌对华尔街见闻表示,从ET9、新ET7行政版开始,蔚来非常坚决地开始要在商务用车市场方向走,BBA的成功就来源于此。这也是中国品牌向上穿不过去的窗户纸,蔚来品牌有机会捅破。<br/><br/>明年,第三品牌“萤火虫”将进入10万元层级市场。届时三品牌的一同发力,从高到低,从销量到利润,品牌各司其职。蔚来也希望借此,重新回到新势力榜单头部。<br/><br/>李斌还有更大的野心。他要颠覆整个燃油、混动市场,打赢纯电的全面战。<br/><br/>在访谈中他反思到,市场还有很多消费者不选纯电车,归根到底还是充电换电不方便,“中国60、70%的城市家庭装不了充电桩”。就在两个子品牌筹备的同时,李斌已经和6家车企集团合作换电,换电站的铺设也将于车企们共同铺开,蔚来的护城河正快速延长。<br/><br/>倘若李斌的战略能顺利铺开,从换电基建,到技术、服务在自己各品牌之间的复制和延展。这是极氪、理想等头部选手也不具备的整套体系化能力。<br/><br/>如果能够如愿,李斌长期以来的广撒网式的横向研发布局,也将由此收敛,转形成垂直纵深感更强的作战力。</p><p style=\"text-align: justify;\">可以说,此刻的乐道将成为蔚来步入正循环的一个关键节点,为蔚来先一步成为新能源时代的大众,描绘出了一张蓝图。<br/><br/>乐道也要为李斌、蔚来,找到出路。</p></body></html>","source":"wallstreetcn_hot_news","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>李斌打出“逆命牌”</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李斌打出“逆命牌”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-20 22:33 北京时间 <a href=https://wallstreetcn.com/articles/3715328><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>需要“爆款”。在规模上迟迟未有突破的蔚来,把翻盘希望寄托在了一个新品牌上。5月15日,蔚来董事长李斌特地挑选在国际家庭日这天,上线蔚来子品牌--乐道汽车,首款SUV车型“乐道L60”同步登台亮相。蔚来总裁秦力洪打趣地说,乐道是个生而成熟的“富二代”,一出生就继承了蔚来近十年造车积累的资源。如果它能够如愿上量,也将成为李斌手里的“逆命牌”,带着蔚来走出多年困境。李斌也非常乐观地表示,乐道不会再亏本...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3715328\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2d4b6c0efe761cbbeca2440d7b89ecb6","relate_stocks":{"LU0052750758.USD":"富兰克林中国基金A Acc","BK4532":"文艺复兴科技持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","09866":"蔚来-SW","BK4509":"腾讯概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4588":"碎股","BK4526":"热门中概股","NIO":"蔚来","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓"},"source_url":"https://wallstreetcn.com/articles/3715328","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2436109912","content_text":"需要“爆款”。在规模上迟迟未有突破的蔚来,把翻盘希望寄托在了一个新品牌上。5月15日,蔚来董事长李斌特地挑选在国际家庭日这天,上线蔚来子品牌--乐道汽车,首款SUV车型“乐道L60”同步登台亮相。蔚来总裁秦力洪打趣地说,乐道是个生而成熟的“富二代”,一出生就继承了蔚来近十年造车积累的资源。如果它能够如愿上量,也将成为李斌手里的“逆命牌”,带着蔚来走出多年困境。李斌也非常乐观地表示,乐道不会再亏本卖车,出生就要能“养家”。然而,李斌的新故事资本市场似乎并不买账。乐道品牌发布会后,蔚来美股股价下挫,过去三个交易日跌9%,市值蒸发10余亿美元。乐道的到来,能否替蔚来扭转效率低下的老问题,又能否在卷出天际的20万元市场站住脚跟?刚刚跟市场混个脸熟的乐道,还有很多要事去证明。“富二代”一片轻松欢快的气氛暖场下,李斌家的“二孩”乐道出场了,这是他第一次造20万元级别的车。担任乐道汽车总裁的,是李斌从迪士尼请来的艾铁成,他也不负李斌所望,证明在家庭汽车市场懂需求、“会整活”的不只有雷军和李想。与ModelY的对标,成为贯穿整个L60讲解的主线。从能耗、空间、配置,艾铁成打趣地用“二郎腿自由”、“溜达自由”、“行李箱自由”展现L60颠覆ModelY的实力。更核心的是补能,乐道在交付之时,就能用上1千多座换电站和2万根充电桩。艾铁成凡尔赛地称其补能力是“行业第二”。而第一,自然是母品牌蔚来。价格方面,21.99万的预售价比Model Y便宜3万元,叠加2000顶6000元的预定金抵扣,又刚好与小米SU7起售价一致。借着蔚来共享和“下放”的技术、资源,乐道试图强势搅局20万元市场。比母品牌便宜近10万元的它,一出生就肩负着追求销量的使命。艾铁成指出,乐道的价格段中家庭用户覆盖面很广,锁定了90%群体。从它对标的车型看,Model Y在国内峰值月销量近7万台、理想L6不到一个月也拿下了超过4.1万辆的大定。这也使得内部对销量预期非常乐观上。渠道人士透露,今年乐道交付目标为7万台,明年为25万台。艾铁成在访谈环表示,发布会后的预定量“远超预期”。与内部的乐观相比,包括机构、业内对乐道的未来还是持谨慎态度。有机构投资人士向华尔街见闻透露,乐道项目已筹备三年多,此次品牌发布会却只是预售,新车上市交付要到9月份,似乎又看到了效率低下的影子。蔚来在这方面吃过类似的亏,3年前ET5上市时的火爆,被交付“拖了后腿”,热度随之流失,最终未能完成预期销量。此外,乐道所瞄准的20万-30万价格带,是新能源汽车最腥风血雨的红海市场。数据显示,该细分市场新能源汽车渗透率高达56%,远高于行业整体的43.7%。同级的竞争车型更是有比亚迪宋L、智己LS6、问界M5、小鹏G6。在这条前有猛虎后有饿狼的赛道上,乐道还没能让市场相信它能闯出这片红海。也有业内人士指出,乐道很大程度上复用了蔚来的体系,但决定其销量能否如愿释放的关键,在于独立渠道能否快速铺开。此外,蔚来所擅长的BaaS、智驾订阅等模式,对乐道所处价格带的用户而言,也需要时间来扭转认知和消费习惯。因此,即便有了蔚来过去在补能、服务和制造等环节的能力积累,但乐道还是要把这一系列能力按照自己的需求进行转化。至少目前,市场对此还有些许疑虑。新突破回溯来看,李斌从决定造车开始就盯上了40万以上的高端市场,然而这部分的市场增长太过缓慢,规模天花板显著。在被问起为何先从高端市场入手,李斌回答是因为BBA这些高端品牌转型慢,给了蔚来机遇。过去十年,李斌重金布下庞大生态棋局,强调服务、技术和补能基建。从2016年起,李斌在研发上持续投⼊已超过430亿元,但销量规模却不足以摊薄海量的投入,去年蔚来207.2亿元的净亏损刷新记录。被架在高端调性之上,蔚来在品牌定位和销量上左右为难。即便是面对激烈的价格战,推出减配车型、快速调整价格李斌都不能接受,只有借BaaS模式调整向消费者释放优惠。不过换电补贴、折抵等繁复的计算成本“劝退”了一部分消费者,“含蓄”的蔚来,迟迟未能等来规模的爆发。今年前四个月,蔚来交付新车4.57万辆,总销量不及问界和理想的一半,又被极氪、深蓝等后来居上,蔚来也由此留下“擅长造生态,但不擅长赚钱和卖车”的印象。身处如此艰难低谷,李斌脸上却时常挂满了乐观积极,憋的大招正是子品牌。访谈中,他透露乐道并非草草诞生,而早在2014、2015年蔚来成立初期,内部就定下了多品牌战略。或许蔚来一直以来的“硬抗”,也给乐道留出施展的空间。借蔚来体系化“轻资产”发展的乐道,一出生就能盈利,继而用迅速规模化的销量,弥补先前长期主义的亏损缺口。“目前乐道公布的预售价仍然有不错的毛利,不会再干卖一辆赔一辆的事”。李斌向华尔街见闻表示,说过去几年在新品牌上研发投入很多,现在到了要变现的时候,“过不了多久就要替家里面贡献收入了”。有渠道人士透露,基于蔚来NT3.0平台而来的赋能,乐道L60的(BOM)成本14万元左右。早在年初的业绩会上,李斌就曾指出该车成本会比ModelY低10%左右。对李斌而言,倘若乐道大卖,成为体系化能力变现的“现金奶牛”,蔚来的商业模式也就跑通了。向上,是蔚来品牌往高端、豪华市场进一步进军;向下则是包括乐道、“萤火虫”在内的品牌发力规模。去年,蔚来已经亮相了售价80万元的旗舰ET9。李斌对华尔街见闻表示,从ET9、新ET7行政版开始,蔚来非常坚决地开始要在商务用车市场方向走,BBA的成功就来源于此。这也是中国品牌向上穿不过去的窗户纸,蔚来品牌有机会捅破。明年,第三品牌“萤火虫”将进入10万元层级市场。届时三品牌的一同发力,从高到低,从销量到利润,品牌各司其职。蔚来也希望借此,重新回到新势力榜单头部。李斌还有更大的野心。他要颠覆整个燃油、混动市场,打赢纯电的全面战。在访谈中他反思到,市场还有很多消费者不选纯电车,归根到底还是充电换电不方便,“中国60、70%的城市家庭装不了充电桩”。就在两个子品牌筹备的同时,李斌已经和6家车企集团合作换电,换电站的铺设也将于车企们共同铺开,蔚来的护城河正快速延长。倘若李斌的战略能顺利铺开,从换电基建,到技术、服务在自己各品牌之间的复制和延展。这是极氪、理想等头部选手也不具备的整套体系化能力。如果能够如愿,李斌长期以来的广撒网式的横向研发布局,也将由此收敛,转形成垂直纵深感更强的作战力。可以说,此刻的乐道将成为蔚来步入正循环的一个关键节点,为蔚来先一步成为新能源时代的大众,描绘出了一张蓝图。乐道也要为李斌、蔚来,找到出路。","news_type":1},"isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":257523287740704,"gmtCreate":1703905510642,"gmtModify":1703906129386,"author":{"id":"3504651270282683","authorId":"3504651270282683","name":"雪人骑士","avatar":"https://static.tigerbbs.com/a814be6253aa46e39543ae9d15ccbd82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504651270282683","authorIdStr":"3504651270282683"},"themes":[],"htmlText":"good 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