杰森张的个人主页 - 老虎社区

杰森张

杰森张

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IP属地：海外

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16粉丝

7主题

0勋章

2021-12-20

$NIO Inc.(NIO)$盘前继续下探啊！ET5白发了

2021-11-18

$Rivian Automotive, Inc.(RIVN)$泄了啊

2021-08-25

$高途(GOTU)$已经是垃圾片了，转战其他股吧，不要浪费时间

2021-08-14

这个标题感觉给阿里洗地啊，无证据证明**，但是强制猥亵了啊

抱歉，原内容已删除

2021-04-29

高盛反着买，别墅靠大海

跟谁学涨12%，此前获高盛予买入评级目标价60美元

2021-04-26

$跟谁学(GSX)$ 最近教育部连续发声K12中期肯定要受打压的

2021-03-24

标题党，一个大的集团旗下注册多家公司很正常，然后把没有实际运营的或者业务重新划分掉的公司注销，降低运营成本

成立不到4年！上海蔚来新能源汽车公司注销

2021-03-10

$GSX Techedu(GSX)$连评论区都那么冷清，这股是没人理了啊

2021-02-19

$GSX Techedu(GSX)$没有盘前？

2021-02-18

热闹之余，值得反思的是，今天的在线教育状态，确实促进更优质的教育、激发教育的创新了吗？

四大公司拿到行业八成融资，在线教育虚火怎降

2020-12-17

$NIO Inc.(NIO)$ 不负责小道消息，新发轿车大小两辆，无框门，电动尾翼，后轮转向，内饰对标奔驰S

2020-12-08

$JD HEALTH(06618)$拿住，还有潜力

2020-11-25

$老虎证券(TIGR)$ 为啥财报那么好却暴跌，什么逻辑？

2020-11-17

有道理

蔚来李斌首谈高端定位选择：BBA都不是创始人掌舵的时代，蔚来有优势

2020-11-14

不要说增长，说量啊，我粉丝从1个涨到9个也是增长800%啊

网校业务增长高达859% 朴新教育为何将其卖给跟谁学

2020-11-14

成为过市场第一

@王辚清7687:蔚来已成中国第一

2020-11-12

用互联网的敏捷重新塑造制造业

@Dummer666:$蔚来(NIO)$11月6日，100度电发布会时，有用户提出了关于100度电的保险保障问题。当时，秦力洪就直接让人记下来，立刻开始研究给用户反馈。今天，11月12日，经过6天，正式反馈公示以及解决细节已经出现在蔚来APP。这就是最棒的一套C2M体系。做过生产制造的应该都明白，这种反馈速度和迭代速度有多难，如果做到会意味着什么。按照这套体系，运转5年，太值得期待了。

2020-11-12

大腿抱上啊，移动互联网时代最大的入口

@宝新金融:推荐微盟，因为它坐在“微信”号高铁上

2020-11-11

理想和小鹏都没有明显的技术和商业模式的护城河

@孟浩:我花了2天去研究花旗的报告，来判断蔚来，理想，小鹏还可以买吗？在这个视频里，想跟大家一起探讨一下这三家电动车的投资价值还有未来，最后我推荐买的到底是哪一家？看到最后你就明白了【视频转载自油管可乐财经 Cole Finance & Investments】$小鹏汽车(XPEV)$$蔚来(NIO)$$理想汽车(LI)$

2020-11-09

车电分离，电池租用，可充可换可升级。

蔚来100kWh电池上市李斌15字补齐充换电闭环行业短板

去老虎APP查看更多动态

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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8e87285f5f61644eaba65898e6ccf2bf","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-04-28/doc-ikmxzfmk9535740.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2130130394","content_text":"跟谁学涨12%，此前获高盛予买入评级，目标价60美元。\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":1652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374682935,"gmtCreate":1619444443427,"gmtModify":1619444443427,"author":{"id":"3506152005558125","authorId":"3506152005558125","name":"杰森张","avatar":"https://static.tigerbbs.com/ac0eae936bc3e49760f888edd7a33873","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a> 最近教育部连续发声K12中期肯定要受打压的","listText":"<a 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最近教育部连续发声K12中期肯定要受打压的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374682935","isVote":1,"tweetType":1,"viewCount":1480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351696631,"gmtCreate":1616592198723,"gmtModify":1616592198723,"author":{"id":"3506152005558125","authorId":"3506152005558125","name":"杰森张","avatar":"https://static.tigerbbs.com/ac0eae936bc3e49760f888edd7a33873","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"标题党，一个大的集团旗下注册多家公司很正常，然后把没有实际运营的或者业务重新划分掉的公司注销，降低运营成本","listText":"标题党，一个大的集团旗下注册多家公司很正常，然后把没有实际运营的或者业务重新划分掉的公司注销，降低运营成本","text":"标题党，一个大的集团旗下注册多家公司很正常，然后把没有实际运营的或者业务重新划分掉的公司注销，降低运营成本","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351696631","repostId":"2121452482","repostType":2,"repost":{"id":"2121452482","pubTimestamp":1616578018,"share":"https://www.laohu8.com/m/news/2121452482?lang=&edition=full","pubTime":"2021-03-24 17:26","market":"us","language":"zh","title":"成立不到4年！上海蔚来新能源汽车公司注销","url":"https://stock-news.laohu8.com/highlight/detail?id=2121452482","media":"驱动之家","summary":"3月23日消息，企查查APP显示，上海蔚来新能源汽车有限公司于3月23日进行简易注销公告，截止日期为4月12日。该公司成立于2017年12月，公司法定代表人为蔚来汽车联合创始人秦力洪，公司股东为上海蔚来汽车有限公司、上海蔚来科技有限公司。公开资料显示，蔚来成立于2014年11月，旗下主要产品包括蔚来ES6、蔚来ES8、蔚来EC6、蔚来EVE、蔚来EP9等。","content":"<html><body><article><p>3月23日消息，企查查APP显示，<strong>上海<a href=\"https://laohu8.com/S/NIO\">蔚来</a>新能源汽车有限公司于3月23日进行简易注销公告，截止日期为4月12日。</strong></p><p><strong>该公司成立于2017年12月</strong>，<strong>公司法定代表人为蔚来汽车联合创始人秦力洪，</strong>公司股东为上海蔚来汽车有限公司、上海蔚来科技有限公司。</p><p>公开资料显示，蔚来成立于2014年11月，旗下主要产品包括蔚来ES6、蔚来ES8、蔚来EC6、蔚来EVE、蔚来EP9等。 </p><p>截至目前，蔚来已在全国部署建设193座换电站、134座超充站、327座目的地充电站，接入380000+根第三方充电桩。</p><p>据蔚来官方介绍，公司即将于二季度部署二代换电站，电池数量最多可达13块，每日可支持更多用户的换电需求。</p><p>基于换电，蔚来为用户提供电池租用服务。用户可按需灵活升级电池以应对日常通勤与长途出行的需求，获得更好的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动车使用体验。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13328902483/0\"/></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>成立不到4年！上海蔚来新能源汽车公司注销</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ 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成立不到4年！上海蔚来新能源汽车公司注销\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 17:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021032417381577e10fa8&s=b><strong>驱动之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月23日消息，企查查APP显示，上海蔚来新能源汽车有限公司于3月23日进行简易注销公告，截止日期为4月12日。该公司成立于2017年12月，公司法定代表人为蔚来汽车联合创始人秦力洪，公司股东为上海蔚来汽车有限公司、上海蔚来科技有限公司。公开资料显示，蔚来成立于2014年11月，旗下主要产品包括蔚来ES6、蔚来ES8、蔚来EC6、蔚来EVE、蔚来EP9等。 截至目前，蔚来已在全国部署建设...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021032417381577e10fa8&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":{"NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021032417381577e10fa8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2121452482","content_text":"3月23日消息，企查查APP显示，上海蔚来新能源汽车有限公司于3月23日进行简易注销公告，截止日期为4月12日。该公司成立于2017年12月，公司法定代表人为蔚来汽车联合创始人秦力洪，公司股东为上海蔚来汽车有限公司、上海蔚来科技有限公司。公开资料显示，蔚来成立于2014年11月，旗下主要产品包括蔚来ES6、蔚来ES8、蔚来EC6、蔚来EVE、蔚来EP9等。 截至目前，蔚来已在全国部署建设193座换电站、134座超充站、327座目的地充电站，接入380000+根第三方充电桩。据蔚来官方介绍，公司即将于二季度部署二代换电站，电池数量最多可达13块，每日可支持更多用户的换电需求。基于换电，蔚来为用户提供电池租用服务。用户可按需灵活升级电池以应对日常通勤与长途出行的需求，获得更好的智能电动车使用体验。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323887566,"gmtCreate":1615331656855,"gmtModify":1703487383175,"author":{"id":"3506152005558125","authorId":"3506152005558125","name":"杰森张","avatar":"https://static.tigerbbs.com/ac0eae936bc3e49760f888edd7a33873","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$GSX Techedu(GSX)$</a>连评论区都那么冷清，这股是没人理了啊","listText":"<a href=\"https://laohu8.com/S/GSX\">$GSX Techedu(GSX)$</a>连评论区都那么冷清，这股是没人理了啊","text":"$GSX Techedu(GSX)$连评论区都那么冷清，这股是没人理了啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323887566","isVote":1,"tweetType":1,"viewCount":1268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387880950,"gmtCreate":1613735992370,"gmtModify":1613735992370,"author":{"id":"3506152005558125","authorId":"3506152005558125","name":"杰森张","avatar":"https://static.tigerbbs.com/ac0eae936bc3e49760f888edd7a33873","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$GSX Techedu(GSX)$</a>没有盘前？","listText":"<a href=\"https://laohu8.com/S/GSX\">$GSX Techedu(GSX)$</a>没有盘前？","text":"$GSX Techedu(GSX)$没有盘前？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/387880950","isVote":1,"tweetType":1,"viewCount":3271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384252445,"gmtCreate":1613658435787,"gmtModify":1613658435787,"author":{"id":"3506152005558125","authorId":"3506152005558125","name":"杰森张","avatar":"https://static.tigerbbs.com/ac0eae936bc3e49760f888edd7a33873","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"热闹之余，值得反思的是，今天的在线教育状态，确实促进更优质的教育、激发教育的创新了吗？","listText":"热闹之余，值得反思的是，今天的在线教育状态，确实促进更优质的教育、激发教育的创新了吗？","text":"热闹之余，值得反思的是，今天的在线教育状态，确实促进更优质的教育、激发教育的创新了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384252445","repostId":"1154062229","repostType":2,"repost":{"id":"1154062229","pubTimestamp":1613642011,"share":"https://www.laohu8.com/m/news/1154062229?lang=&edition=full","pubTime":"2021-02-18 17:53","market":"us","language":"zh","title":"四大公司拿到行业八成融资，在线教育虚火怎降","url":"https://stock-news.laohu8.com/highlight/detail?id=1154062229","media":"财经十一人","summary":"烧钱、堆规模、融资、再烧钱，执着于高流量和快增长的教育机构，无形中成为焦虑助推器，遗失了教育本心\n\n每到寒假，教育公司进入全年中仅次于暑假的创收旺季，今年寒假，所有人不约而同地减少了广告投放。\n过去两","content":"<div>\n<p>烧钱、堆规模、融资、再烧钱，执着于高流量和快增长的教育机构，无形中成为焦虑助推器，遗失了教育本心\n\n每到寒假，教育公司进入全年中仅次于暑假的创收旺季，今年寒假，所有人不约而同地减少了广告投放。\n过去两年，在线教育公司们是投放大户，好广告位重金难求。平安证券数据显示，2019年暑期，头部K12在线教育公司的总投放费用高达40亿元人民币，在当时已非常惊人。2020年暑期，这个数字飙升到60亿元。\n让...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/kUrh_0iAjMQPqBzgH0w0YA\">Web Link</a>\n\n</div>\n","source":"cjsyr","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>四大公司拿到行业八成融资，在线教育虚火怎降</title>\n<style 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}\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四大公司拿到行业八成融资，在线教育虚火怎降\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-18 17:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/kUrh_0iAjMQPqBzgH0w0YA><strong>财经十一人</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>烧钱、堆规模、融资、再烧钱，执着于高流量和快增长的教育机构，无形中成为焦虑助推器，遗失了教育本心\n\n每到寒假，教育公司进入全年中仅次于暑假的创收旺季，今年寒假，所有人不约而同地减少了广告投放。\n过去两年，在线教育公司们是投放大户，好广告位重金难求。平安证券数据显示，2019年暑期，头部K12在线教育公司的总投放费用高达40亿元人民币，在当时已非常惊人。2020年暑期，这个数字飙升到60亿元。\n让...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/kUrh_0iAjMQPqBzgH0w0YA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a65ddf73055baf7ee7e017124875990","relate_stocks":{"TAL":"好未来","EDU":"新东方","DAO":"有道"},"source_url":"https://mp.weixin.qq.com/s/kUrh_0iAjMQPqBzgH0w0YA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154062229","content_text":"烧钱、堆规模、融资、再烧钱，执着于高流量和快增长的教育机构，无形中成为焦虑助推器，遗失了教育本心\n\n每到寒假，教育公司进入全年中仅次于暑假的创收旺季，今年寒假，所有人不约而同地减少了广告投放。\n过去两年，在线教育公司们是投放大户，好广告位重金难求。平安证券数据显示，2019年暑期，头部K12在线教育公司的总投放费用高达40亿元人民币，在当时已非常惊人。2020年暑期，这个数字飙升到60亿元。\n让它们暂时熄火的是一场闹剧。近期，猿辅导、作业帮、跟谁学(NYSE:GSX)、清北网校四家公司被发现在广告中选用了同一名演员扮演名师。随后中央纪委国家监委网站批评在线教育称，“资本助推之下，企业竞争加剧、行业内耗严重”。\n但这只是暂时的。资本有期许、对手在蓄力，在线教育的战役已然开启，一天没有结果，一天就还要继续。\n网络效应让高度分散的教育行业有了垄断的可能。网易有道CEO周枫在去年内部的全员大会上谈到，相比线下双巨头（好未来、新东方）不足5%的市场份额，K12网校头部公司的市场份额已经过半。\n中国目前规模最大的K12教育公司好未来（NYSE：TAL）已经感受到了威胁，好未来已成立近18年，2020年财年线下营收规模约为172亿元人民币。而据每日经济新闻报道，成立不足9年的猿辅导K12业务在2020年的现金收入约150亿元。\n照这个速度，专做在线教育的猿辅导营收已逼近好未来的地面教育，在一两年内超过整个好未来也不是不可能。\n人们总说教育是个慢行业，要悉心培育灌溉、坚持长期主义。然而，当互联网的浪潮席卷而来，这个规律开始被打破。共享单车、网约车的互联网经典叙事，正在教育行业重新上演。\n在互联网强大的规模化实力加持下，在线教育如同诱人的果实，吸引着投资者的攫取，然而，接二连三的隐忧正在浮出水面。\n01\n猿辅导作业帮好未来跟谁学\n四家拿到全行业近八成融资\n2020年，疫情助推下，在线教育坐收红利，资金像海啸一般向头部公司涌去。\n据第三方数据机构IT桔子统计，相比2019年，2020年教育行业投资数量下降了近四成至238起，但投资金额却增长了约两倍至1042亿元，单笔投资金额从8960万元飙升至4.38亿元。\n\n猿辅导与作业帮去年的融资总额分别超过了35亿美元和23.5亿美元，二级市场上的好未来和跟谁学也分别融得了48亿美元和8.7亿美元的资金。四家公司的融资总额占据了教育行业全年融资的近八成。\n二级市场的疯狂，某种程度上为一级市场做了“嫁衣裳”。2020年内，好未来股价上涨了42.68%，网易有道上涨了77.82%。尤其是业绩屡遭质疑、被12次做空的跟谁学股价不降反升，2020年内上涨了120%，市值一度超越新东方。资本市场给予了在线教育前所未有的关注和认可。\n前新东方在线COO潘欣撰文感慨，抛开真假的争议，跟谁学不可思议的股价攀升，加大了头部K12在线教育机构的融资议价能力。“没有跟谁学曾触及到300亿美元的市值，叠加疫情‘红利’，很难想象猿辅导、作业帮能轻松以极高估值融到巨资。”\n在猿辅导、作业帮与风投机构的博弈中，前者明显占据了上风。一位教育行业资深从业者告诉《财经》记者，现在不是猿辅导、作业帮需要融资的问题，而是投资机构都在抢着给这些公司送钱，以期获得更多股权。\n头部公司的融资与营销大战打得火热，中小在线教育机构却坠入寒冬。2020年2月，精锐教育董事长张熙在接受《财经》记者在内的群访时预计，未来一年至一年半内，60%的在线教育公司会因为缺乏融资输血，而宣告倒闭。\n一语成谶。2020年，在线1对1赛道一度领先的学霸君多次尝试融资，均以失败告终，最终宣告破产。在线语文教育机构明兮大语文也因发展冒进、误判融资节奏，一度停止运营，所幸最后被豆神教育收购。优胜教育、迪士尼英语、柚子练琴、Winkey英启少儿英语……倒在2020年的教育公司不一而足。\n寒冬之下，整合节奏悄然加速，过去一年，细分赛道上不乏有主要选手被收归头部公司旗下。DaDa曾是在线外教1对1的明星公司，缩水裁员后最终被好未来收购。字节跳动也收购了数理思维公司你拍一，以衔接低幼阶段的瓜瓜龙思维。朴新教育(NYSE:NEW)也将旗下的网校业务交由跟谁学全面接管。\n“拿钱越来越难了，反倒是越来越健康了。”有道少儿业务负责人王丹丹对《财经》记者感慨。“健康”是风投圈这一年的关键词，从兴奋回归理性，更多人开始把财务模型是否健康、是否有自我造血能力挂在嘴边。\n“2020年淘汰掉了一批教学和运营都不太健康的团队，筛选下来的都是能力更加过硬的团队。”她说。\n2021年，“勒紧裤腰带好过冬”已成为中小在线教育公司的共识。它们缺乏外部输血，更无力与头部公司掰手腕、比投放，只得沉下心来打磨产品特色、精细化运营、在有限的能力内做好口碑营销与转介绍，才能避免在下一个冬天死去。这仿佛应了朱自清的一句话——“热闹是他们的，我什么也没有。”\n02\n营销万能论出现分化\n头部公司在2020年补足了弹药，进行了海陆空全方位大面积的营销投放。公交站、地铁站、电梯间、热门综艺，在线教育公司几乎无孔不入。\n一位熟悉在线教育公司营销情况的业内人士向《财经》记者透露，不是有没有钱的问题，而是即使有钱，也没有合适的广告位可以买了。\n在线教育上市公司的营销费用仍在暴涨。跟谁学2020年3季度营销费用同比增长了522%至20.56亿元，网易有道同比增长397%至10亿元，好未来同比增长120%至4.2亿美元（约27亿元人民币）。\n仅这三家公司总营销费用就将近60亿元，如果加上猿辅导和作业帮，这个数字将超过100亿元。营销费用包括相关员工的工资等，不是只有广告投放。\n但营收增长没能跟上投放节奏。跟谁学K12业务3季度营收同比增长282.7%至17.57亿元，有道精品课增长308.6%至8.77亿元，好未来在线业务（学而思网校和学而思在线）整体在第3财季同比增长114.2%至4.59亿美元。\n营销费用率常用于反映企业的营销效率，数值越高，营销效率越低。从这一指标来看，三家公司都在最新财季飙上了高峰，跟谁学和网易有道的比值首次超过了1——营销费用比总营收还要高。\n\n在线教育公司的营销困境，一方面说明投放效率仍然偏低，从广告受众到低价入口班用户再到正价班用户，漏斗层层筛除过后剩下的人并不高。另一方面，这暴露出在线教育的一个隐患——市场总量的天花板可能正在逼近。\n最重要的影响因素还是疫情，“疫情对在线教育公司是一把双刃剑。”朱宇是新东方在线副总裁，也是新东方K12在线小班课品牌东方优播的CEO，他在接受《财经》记者采访时表示， 2020年上半年，很多在线教育公司没做好承接大规模流量的准备，后续服务跟不上、上课体验不佳。\n“暑假往往是最盈利的时期，但2020年的暑假，有公司从盈利到亏损，也有公司亏得更多了。”朱宇认为，家长是理智的，不会因为疫情期间上了网课就有习惯了，他们会看看有没有效果，如果效果不好，重新建立信任需要更多成本。\n一派观点认为，经过全民网课时期摧枯拉朽的洗礼，2020年没有选择上在线辅导班的学生，短期内大概率也不会报名了。潘欣在个人公众号上表示，伴随着巨额广告费的推动，还会有新的增量用户出现，但比例会变低。“2020年，是大家共同争夺锅里的肉吃；2021年，是大家去抢夺别人碗里的肉吃。”\n另一派观点认为，在线K12教育市场还有增量。周枫曾对《财经》记者算了一个数：几家数据公开的在线K12教育公司正价课（区别于低价入口班）的学生数加起来也就几百万人，不足千万，而全国有1.68亿中小学生。\n据中国教育三十人论坛发布的《2018中小学生减负调查报告》，超过六成的中小学生报过辅导班。两相对比，差距悬殊。\n即便是增量市场，周枫也认为，2020年过后，新玩家机会不大，依然是头部或准头部之间的游戏。\n到底是增量竞争还是存量竞争，这是2021年在线教育行业的关键问题，直接决定了头部公司的日子是否好过。如果市场触及天花板，势必出现增长缓慢，头部阵营间差距越来越大。“企业最怕的不是亏损，而是亏损了还没增长或者未达预期的增长。”潘欣说。竞争终局将加速来临。\n03\n唯流量论恶果：重流量、轻教育\n这场兴起于2019年的在线双师大班课战役，次序已经开始松动，梯队逐渐显现。原本凭借“学而思”在家长圈中的金字招牌，好未来足以稳坐K12在线教育的第一名，但竞争形势已越发胶着。\n在2020年第3财季电话会上，好未来CFO罗戎表示，学而思网校正价课的学生人次在总正价学生中占比超过50%，约170万，为好未来贡献了近3成营收。如果算上隶属于学而思培优的在线业务，好未来整体在线业务的正价学员人次占比达到64%，共217万人。\n中国科学院大数据挖掘与知识管理重点实验室今年1月发布的报告显示，猿辅导旗下网课付费人数已达到230万，作业帮在200万左右。由此来看，K12网校领域，猿辅导和作业帮已超越好未来，分列第一、第二。\n同一赛道上的其他选手与第一梯队则还存在一定的距离。从付费学生人次（未区分低价入口班和正价班）上看，2020年第3季度，跟谁学K12业务有114.7万人，网易有道旗下的有道精品课约50万人。字节跳动旗下的清北网校、VIPKID旗下的大米网校等产品暂未公开具体学生人数。\n格局虽已显现，但第一梯队间差距不大，第二梯队也有弯道超车的可能，变数随时可能出现。2021年是突围的关键节点。\n两年大战之后，在线教育的竞争越发同质化。清北名师是标准配置，辅导老师基地在全国开花，代言人、直播带货、综艺赞助，该有的投放渠道也一个不落。\n过去业内对互联网巨头跨界教育的争议是，懂流量不懂教育，常常水土不服。而如今，重流量、轻教育已成为了在线教育行业的通病。\n烧钱、堆规模、融资、再烧钱，在线教育公司似乎陷入了奋力奔跑的死循环。疯狂之下，一个本质的问题却成为了房间中的大象：更大的规模必然意味着更好的教育吗？\n一位在线启蒙教育公司CEO曾告诉《财经》记者，“教育是一场长跑。别人有钱砸广告就砸呗，1000万人看到广告，100万人来上课，明年只留下30万、40万，还是长久不了。”\n不同于从前的互联网烧钱大战，教育本质上是内容产业，这意味着它难以标准化，高度依赖人与人的交流互动，更难赢者通吃、一家独大。最核心的竞争力依然是“慢”——教学教研的打磨、后端服务能力的锤炼、产品形态的创新，以及对什么是好的教育的思考。\n社会常诟病培训机构鼓吹教育焦虑、加速教育内卷，为此，许多从业者为自己叫屈，称先有需求后有市场。但无法回避的问题是，执着于高流量和快增长的教育机构，无形中成为了焦虑助推器，遗失了教育本心。\n可以预料在2021年，在线教育的战况会愈演愈烈。热闹之余，值得反思的是，今天的在线教育状态，确实促进更优质的教育、激发教育的创新了吗？","news_type":1},"isVote":1,"tweetType":1,"viewCount":1535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397839234,"gmtCreate":1608217810728,"gmtModify":1703851870906,"author":{"id":"3506152005558125","authorId":"3506152005558125","name":"杰森张","avatar":"https://static.tigerbbs.com/ac0eae936bc3e49760f888edd7a33873","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"<a 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为啥财报那么好却暴跌，什么逻辑？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393244153","isVote":1,"tweetType":1,"viewCount":890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307490700,"gmtCreate":1605613948200,"gmtModify":1703838575602,"author":{"id":"3506152005558125","authorId":"3506152005558125","name":"杰森张","avatar":"https://static.tigerbbs.com/ac0eae936bc3e49760f888edd7a33873","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"有道理","listText":"有道理","text":"有道理","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307490700","repostId":"2084496023","repostType":2,"repost":{"id":"2084496023","pubTimestamp":1605611923,"share":"https://www.laohu8.com/m/news/2084496023?lang=&edition=full","pubTime":"2020-11-17 19:18","market":"us","language":"zh","title":"蔚来李斌首谈高端定位选择：BBA都不是创始人掌舵的时代，蔚来有优势","url":"https://stock-news.laohu8.com/highlight/detail?id=2084496023","media":"36氪","summary":"36氪获悉，蔚来CEO李斌在联想创投年会上首次谈到高端品牌定位，他表示，以10-20万入门级国产汽车市场来讲，比亚迪、长城、吉利等品牌已具有绝对竞争优势，无论是规模、成本还是垂直供应链的整合能力，对于一家创业公司来说，竞争太激烈，会非常艰辛。但在以奔驰、宝马、奥迪等为代表的高端汽车领域，蔚来就比较具有竞争优势，因为这些百年汽车品牌，已经不再是创始人掌舵的时代，都已进入职业经理人模式。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/KRKR\">36氪</a>获悉，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>CEO李斌在联想创投年会上首次谈到高端品牌定位，他表示，以10-20万入门级国产汽车市场来讲，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、长城、吉利等品牌已具有绝对竞争优势，无论是规模、成本还是垂直供应链的整合能力，对于一家<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>来说，竞争太激烈，会非常艰辛。但在以奔驰、宝马、奥迪等为代表的高端汽车领域，蔚来就比较具有竞争优势，因为这些百年汽车品牌，已经不再是创始人掌舵的时代，都已进入职业经理人模式。</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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011171918447b4b4f4b&s=b><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>36氪获悉，蔚来CEO李斌在联想创投年会上首次谈到高端品牌定位，他表示，以10-20万入门级国产汽车市场来讲，比亚迪、长城、吉利等品牌已具有绝对竞争优势，无论是规模、成本还是垂直供应链的整合能力，对于一家创业公司来说，竞争太激烈，会非常艰辛。但在以奔驰、宝马、奥迪等为代表的高端汽车领域，蔚来就比较具有竞争优势，因为这些百年汽车品牌，已经不再是创始人掌舵的时代，都已进入职业经理人模式。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011171918447b4b4f4b&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/eebab619623966f6e7115434f653b888","relate_stocks":{"NIO":"蔚来","BITA":"易车"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011171918447b4b4f4b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2084496023","content_text":"36氪获悉，蔚来CEO李斌在联想创投年会上首次谈到高端品牌定位，他表示，以10-20万入门级国产汽车市场来讲，比亚迪、长城、吉利等品牌已具有绝对竞争优势，无论是规模、成本还是垂直供应链的整合能力，对于一家创业公司来说，竞争太激烈，会非常艰辛。但在以奔驰、宝马、奥迪等为代表的高端汽车领域，蔚来就比较具有竞争优势，因为这些百年汽车品牌，已经不再是创始人掌舵的时代，都已进入职业经理人模式。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307008418,"gmtCreate":1605308213434,"gmtModify":1703837459103,"author":{"id":"3506152005558125","authorId":"3506152005558125","name":"杰森张","avatar":"https://static.tigerbbs.com/ac0eae936bc3e49760f888edd7a33873","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"不要说增长，说量啊，我粉丝从1个涨到9个也是增长800%啊","listText":"不要说增长，说量啊，我粉丝从1个涨到9个也是增长800%啊","text":"不要说增长，说量啊，我粉丝从1个涨到9个也是增长800%啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/307008418","repostId":"2083733221","repostType":2,"repost":{"id":"2083733221","pubTimestamp":1605226365,"share":"https://www.laohu8.com/m/news/2083733221?lang=&edition=full","pubTime":"2020-11-13 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\n \n  我花了2天去研究花旗的报告，来判断蔚来，理想，小鹏还可以买吗？在这个视频里，想跟大家一起探讨一下这三家电动车的投资价值还有未来，最后我推荐买的到底是哪一家？看到最后你就明白了 【视频转载自油管可乐财经 Cole Finance &amp; Investments】<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>&nbsp;&nbsp;&nbsp;\n \n","listText":"我花了2天去研究花旗的报告，来判断蔚来，理想，小鹏还可以买吗？在这个视频里，想跟大家一起探讨一下这三家电动车的投资价值还有未来，最后我推荐买的到底是哪一家？看到最后你就明白了 【视频转载自油管可乐财经 Cole Finance &amp; Investments】<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>&nbsp;&nbsp;&nbsp;","text":"我花了2天去研究花旗的报告，来判断蔚来，理想，小鹏还可以买吗？在这个视频里，想跟大家一起探讨一下这三家电动车的投资价值还有未来，最后我推荐买的到底是哪一家？看到最后你就明白了 【视频转载自油管可乐财经 Cole Finance & Investments】$小鹏汽车(XPEV)$$蔚来(NIO)$$理想汽车(LI)$","images":[{"img":"https://static.tigerbbs.com/73387867677f3b4b13a3103566a3a5f5","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305677894","isVote":2,"tweetType":2,"object":{"id":"90551c8208c24a49b9b10c5df5f53273","tweetId":"305677894","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/eb578fa55285890809701414801/v.f30.mp4","poster":"https://static.tigerbbs.com/73387867677f3b4b13a3103566a3a5f5"},"viewCount":0,"authorTweetTopStatus":1,"verified":1,"vote":{"id":1169,"gmtBegin":1604976827516,"gmtEnd":1605581565781,"type":1,"upper":1,"title":"蔚来、理想、小鹏，你更看好谁？","choices":[{"id":4399,"sort":1,"name":"蔚来","userSize":546,"voted":false},{"id":4400,"sort":2,"name":"理想","userSize":94,"voted":false},{"id":4401,"sort":3,"name":"小鹏","userSize":136,"voted":false}]},"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305935390,"gmtCreate":1604874652410,"gmtModify":1703834903839,"author":{"id":"3506152005558125","authorId":"3506152005558125","name":"杰森张","avatar":"https://static.tigerbbs.com/ac0eae936bc3e49760f888edd7a33873","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"车电分离，电池租用，可充可换可升级。","listText":"车电分离，电池租用，可充可换可升级。","text":"车电分离，电池租用，可充可换可升级。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305935390","repostId":"2081747529","repostType":2,"repost":{"id":"2081747529","pubTimestamp":1604800080,"share":"https://www.laohu8.com/m/news/2081747529?lang=&edition=full","pubTime":"2020-11-08 09:48","market":"hk","language":"zh","title":"蔚来100kWh电池上市 李斌15字补齐充换电闭环行业短板","url":"https://stock-news.laohu8.com/highlight/detail?id=2081747529","media":"华夏时报","summary":"车电分离，电池租用，可充可换可升级。“今天把可升级这件事闭环了，我们就彻底把15个字闭环上了。”李斌在蔚来100kWh电池上市发布时这样表示。11月6日，蔚来汽车正式向市场推出100kWh电池包，旗下...","content":"<div>\n<p>原标题：蔚来100kWh电池上市 李斌15字补齐充换电闭环行业短板\r\n            \n　　车电分离，电池租用，可充可换可升级。“今天把可升级这件事闭环了，我们就彻底把15个字闭环上了。”李斌在蔚来100kWh电池上市发布时这样表示。\n　　11月6日，蔚来汽车正式向市场推出100kWh电池包，旗下车型NEDC续航进入600km时代。具体来看，搭载此电池包之后，全新ES8的续航将达到为...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202011081692817096.html\">Web Link</a>\n\n</div>\n","source":"stock_eastmoney","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100kWh电池上市 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.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100kWh电池上市 李斌15字补齐充换电闭环行业短板\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-08 09:48 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202011081692817096.html><strong>华夏时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：蔚来100kWh电池上市 李斌15字补齐充换电闭环行业短板\r\n            \n　　车电分离，电池租用，可充可换可升级。“今天把可升级这件事闭环了，我们就彻底把15个字闭环上了。”李斌在蔚来100kWh电池上市发布时这样表示。\n　　11月6日，蔚来汽车正式向市场推出100kWh电池包，旗下车型NEDC续航进入600km时代。具体来看，搭载此电池包之后，全新ES8的续航将达到为...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202011081692817096.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/31b71d696bed7d7f2622aa052fa49f99","relate_stocks":{"NIO":"蔚来","BITA":"易车"},"source_url":"http://finance.eastmoney.com/a/202011081692817096.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2081747529","content_text":"原标题：蔚来100kWh电池上市 李斌15字补齐充换电闭环行业短板\r\n            \n　　车电分离，电池租用，可充可换可升级。“今天把可升级这件事闭环了，我们就彻底把15个字闭环上了。”李斌在蔚来100kWh电池上市发布时这样表示。\n　　11月6日，蔚来汽车正式向市场推出100kWh电池包，旗下车型NEDC续航进入600km时代。具体来看，搭载此电池包之后，全新ES8的续航将达到为580km，ES6为610km，EC6为615km。\n　　2018款蔚来ES8是蔚来的首款车型，上市时推出了两个电池的版本，分别是70千瓦时和84千瓦时，官方续航里程为355公里和425公里。从车主真实使用情况来看，采用70千瓦时的基准版实际续航里程仅有300公里左右。换装更大容量的电池，是蔚来车主一直以来的心声。据了解，此次2018款蔚来ES8换装100千瓦时电池，在理论上可以解决用户的里程焦虑。\n　　蔚来100kWh电池包可灵活升级，不用换车，续航也能增加。新车选择该电池需要58000元，可享受最高22500元国家补贴，加入了蔚来BaaS电池租用服务，租用该电池车价立减128000元，每月仅需1480元电池租用服务费。\n　　另外，蔚来同样为已交付用户提供100kWh电池。其中永久升级方案，非Baas用户58000元，Baas用户500元/月。而灵活升级方案，按月升级880元/月，按年升级7980元/年。\n　　据蔚来汽车联合创始人、总裁秦力洪透露，这款电池是与宁德时代深度合作开发的电池包，搭载了宁德时代最新的CTP技术，亦即此前宁德时代董事长曾毓群提到的“只冒烟不着火”的新型电芯。\n　　蔚来汽车内部将这一电池技术称为“无热蔓延安全设计”，可以带来了更好的热失控管理，例如新型材料隔热设计、导热热管理设计、电池包排烟通道设计等，将为用戶的安全使用保驾护航。\n　　同时，100kWh电池包有着全球首个端云融合BMS，能够根据不同的用户使用场景智能调整参数，提升了电池包在全工况下的性能表现。同时技术上实现了全天候温控，夏季续航里程提升10%，冬季续航里程提升7%，温控效率提升30%。\n　　在发布会上，蔚来电池系统助理副总裁曾士哲介绍，无热蔓延的亮点时热失控传感器的安装，有压力的时候能够唤醒车辆，“好像是一个报警人，看到火灾第一步先报警，第二步再做主动降温，把车上的水系统打开，像消防员来灭火一样。”\n　　而对于因为短路问题造成的突然爆炸时起火，曾士哲认为“蔚来在电池包内做了非常严密的高压设计，基于以上几个设计，我们相对很有信心的说，至少在我们设计里面可以保证电池包是相对比较安全的状态，也是大家在媒体上看到的只冒烟不起火的设计。”\n　　据了解，蔚来汽车目前已经推出3款电池包，即70度电池包、84度电池包和100度电池包。其中70度电池包采用的是NCM523电芯，而84度电池包采用的是NCM811，而100度电池包采用的是高镍55的电芯。\n　　在现场，有不少媒体，同时也是蔚来的用户，由于日常遭遇换电站需要排队的情况，他们对于换电站建设的问题同样十分关注。\n　　对此，蔚来电源管理副总裁沈斐表示，“明年年底我们希望要新增50个，现在是16个同时在线，我们是希望要求有60个在线服务。”\n　　截至11月2日蔚来已建成158座换电站，75座超充站，并计划部署总计3万根目的地直流桩。秦力洪透露，明年蔚来将“非常激进”的建设换电站，计划新建300座换电站。\n　　值得一提的是，11月5日晚，美股蔚来股票大涨12.3%，股价来到42.35美元，总市值571.26亿美元，折合人民币约3800亿，超过了通用汽车的532亿美元。\n（文章来源：华夏时报）\n\r\n 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Qin的推文和完整的个人资料”。</p><p>继4月14日指证在跟谁学虚夸高达70%的营收后，做空机构香橼4月30日晚继续发布做空报告，曝光跟谁学2019年伪造了40%的注册用户，且存在未披露的关联方。跟谁学于5月1日凌晨发表声明称，该份报告充满了不实指控，并对此表示谴责。但跟谁学并没有指出，报告中的哪些数据不实。</p><p>浑水5月18日再次发布做空报告称，跟谁学至少有80%的用户是<a href=\"https://laohu8.com/S/300024\">机器人</a>；怀疑跟谁学至少有80%的收入是造假的，甚至可能是90%以上。对于此次遭遇做空，跟谁学发布回应称：“我们很遗憾的发现，浑水的这份做空报告数据来源混乱，且充满了对公司业务的无知。我们对此表示谴责。 本公司郑重声明，公司坚持合法经营，并已真实、完整的披露财务数据。”</p><p>从今年2月份至今，跟谁学已经遭遇六轮做空。</p><p>跟谁学美股股价周三大跌9.74%，报30.58美元，市值距4月1日时的41亿美元已经下跌近25%。</p></body></html>","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\" />\n<title>跟谁学IR跟做空机构互撕 推特留言：等不及要打你脸</title>\n<style 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Research），称，“你能快点吗？我们迫不及待要打你脸。”香橼研究回应称，“这是有史以来第一次，一家公司的IR威胁要‘抽我’。我们到美国证监会办公室去如何？IR是一家公司的代表，跟谁学真的是咄咄逼人、肆无忌惮。”公开信息...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2020-05-21/doc-iirczymk2726461.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/9541b05e9244ea617365a138ff2ccc32","relate_stocks":{"VISL":"Vislink Technologies Inc."},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2020-05-21/doc-iirczymk2726461.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2037173487","content_text":"近日，跟谁学投资者关系负责人Sandy Qin在推特上跟做空他们的香椽研究撕起来了。5月7日，跟谁学IR Sandy Qin在推特上发帖回应美国做空机构香橼研究（Citron Research），称，“你能快点吗？我们迫不及待要打你脸。”香橼研究回应称，“这是有史以来第一次，一家公司的IR威胁要‘抽我’。我们到美国证监会办公室去如何？IR是一家公司的代表，跟谁学真的是咄咄逼人、肆无忌惮。”公开信息显示，跟谁学的这位IR中文全名Qin xuan，本科毕业于北京大学，研究生毕业于美国纽约大学。其工作履历显示，2019年入职跟谁学至今。5月21日，新浪财经查询Sandy Qin的推特账号发现，提示“该账号的推文已被保护，只有经过确认的关注者才能查看Sandy Qin的推文和完整的个人资料”。继4月14日指证在跟谁学虚夸高达70%的营收后，做空机构香橼4月30日晚继续发布做空报告，曝光跟谁学2019年伪造了40%的注册用户，且存在未披露的关联方。跟谁学于5月1日凌晨发表声明称，该份报告充满了不实指控，并对此表示谴责。但跟谁学并没有指出，报告中的哪些数据不实。浑水5月18日再次发布做空报告称，跟谁学至少有80%的用户是机器人；怀疑跟谁学至少有80%的收入是造假的，甚至可能是90%以上。对于此次遭遇做空，跟谁学发布回应称：“我们很遗憾的发现，浑水的这份做空报告数据来源混乱，且充满了对公司业务的无知。我们对此表示谴责。 本公司郑重声明，公司坚持合法经营，并已真实、完整的披露财务数据。”从今年2月份至今，跟谁学已经遭遇六轮做空。跟谁学美股股价周三大跌9.74%，报30.58美元，市值距4月1日时的41亿美元已经下跌近25%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3513498855058562","authorId":"3513498855058562","name":"入水而深","avatar":"https://static.tigerbbs.com/30b644c79526908bc0a40a5cd89a6a67","crmLevel":3,"crmLevelSwitch":0},"content":"打脸，是不是老外没有理解这个中式英语 [笑哭]","text":"打脸，是不是老外没有理解这个中式英语 [笑哭]","html":"打脸，是不是老外没有理解这个中式英语 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