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我还是小白
2023-09-19
吗
抱歉,原内容已删除
我还是小白
2023-09-19
名称,
抱歉,原内容已删除
我还是小白
2023-09-19
这篇文章不错,转发给大家看看
抱歉,原内容已删除
我还是小白
2023-09-19
$腾讯控股(00700)$
吃 9
我还是小白
2023-07-27
,g
抱歉,原内容已删除
我还是小白
2021-07-04
2021/07/04 交易笔记 by 我还是小白
2021/07/04 成本 现价 浮动收益 蔚来(NIO) 17.12 50.24 193.43% 持之以恒就赢了
2021/07/04 交易笔记 by 我还是小白
我还是小白
2020-02-07
$特斯拉(TSLA)$
马上猛跌
我还是小白
2020-01-15
$特斯拉(TSLA)$
毛豆3满满的塑料感,中国人会喜欢?
我还是小白
2019-12-02
我想知道你在哪?
@华尔街武太郎:$蔚来(NIO)$ 怎么看
我还是小白
2019-04-05
$蔚来(NIO)$5.3刚满仓就跌
我还是小白
2019-03-16
$特斯拉(TSLA)$https://auto.toutiaoimg.cn/i6668579098501054983/?app=automobile×tamp=1552657244&article_category=automobile&group_id=6668579098501054983&wxshare_count=3&tt_from=weixin&utm_source=weixin&utm_medium=toutiao_android&utm_campaign=client_share&pbid=1522422083&from=groupmessage&isappinstalled=0
我还是小白
2019-02-26
$蔚来(NIO)$今晚要冲十
去老虎APP查看更多动态
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10:42","market":"us","language":"zh","title":"微信 iOS 版 8.0.42 正式版支持多语言“翻译”,钱包新增“经营账户”","url":"https://stock-news.laohu8.com/highlight/detail?id=2368921888","media":"IT之家","summary":"IT之家 9 月 19 日消息,微信 iOS 版本于昨日迎来了 8.0.42 正式版更新,官方自然是没有公布具体更新内容,不过据IT之家和小伙伴们的共同测试,微信 iOS版 8.0.42 正式版迎来了多项改进。首先,微信 iOS版 8.0.42 正式版新增多语言“翻译”功能,用户可在“我”-“设置”-“通用”界面下找到这一设置选项。","content":"<html><body><p cms-style=\"font-L\">IT之家 9 月 19 日消息,微信 iOS 版本于昨日迎来了 8.0.42 正式版更新,官方自然是没有公布具体更新内容,不过据IT之家和小伙伴们的共同测试,微信 iOS 版 8.0.42 正式版迎来了多项改进。</p><p cms-style=\"font-L\">首先,<font cms-style=\"font-L strong-Bold\">微信 iOS 版 8.0.42 正式版新增多语言“翻译”功能</font>,用户可在“我”-“设置”-“通用”界面下找到这一设置选项。</p>\n<figure>\n<img h=\"768\" src=\"http://k.sinaimg.cn/n/spider20230919/78/w910h768/20230919/1126-fd82a1718d65ee56c14ca88d075f9203.jpg/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"910\"/>\n<h2></h2>\n</figure>\n<p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">在微信聊天、朋友圈、网页及图片中使用翻译功能时,文字就会被翻译为所选语言</font>,支持简体中文、繁体中文、英语、韩语、日语等多种语言,大家可以自行体验。</p>\n<figure>\n<img h=\"973\" src=\"http://k.sinaimg.cn/n/spider20230919/287/w914h973/20230919/ccca-fe61539faba2a3404ef75db8f3c1308a.jpg/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"914\"/>\n<h2></h2>\n</figure>\n<figure>\n<img h=\"912\" src=\"http://k.sinaimg.cn/n/spider20230919/566/w454h912/20230919/f371-f488a19c02f37e6f8a4115421de7163f.png/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"454\"/>\n<h2></h2>\n</figure>\n<p cms-style=\"font-L\">此外,据IT之家小伙伴 @妇产科主任 的发现,微信 iOS 版 8.0.42 正式版还有以下三项细节改进:</p><p cms-style=\"font-L\">打开IT之家微信公众号,回复“<font cms-style=\"font-L color0\">微信</font>”两字,即可获取当前最新官方内部版微信下载。</p>\n<figure>\n<img h=\"770\" src=\"http://k.sinaimg.cn/n/spider20230919/250/w1080h770/20230919/9282-9e0f56c265f53718a726c0a985ba06c6.jpg/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"1080\"/>\n<h2></h2>\n</figure>\n<div>\n<img 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n微信 iOS 版 8.0.42 正式版支持多语言“翻译”,钱包新增“经营账户”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-19 10:42 北京时间 <a href=https://tech.sina.cn/mobile/xp/2023-09-19/detail-imznfexn8379090.d.html?vt=4><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 9 月 19 日消息,微信 iOS 版本于昨日迎来了 8.0.42 正式版更新,官方自然是没有公布具体更新内容,不过据IT之家和小伙伴们的共同测试,微信 iOS 版 8.0.42 正式版迎来了多项改进。首先,微信 iOS 版 8.0.42 正式版新增多语言“翻译”功能,用户可在“我”-“设置”-“通用”界面下找到这一设置选项。\n\n\n\n\n在微信聊天、朋友圈、网页及图片中使用翻译功能时,文字...</p>\n\n<a href=\"https://tech.sina.cn/mobile/xp/2023-09-19/detail-imznfexn8379090.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/spider20230919/78/w910h768/20230919/1126-fd82a1718d65ee56c14ca88d075f9203.jpg/w120h90l50t1c17.jpg","relate_stocks":{"80700":"腾讯控股-R","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" 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ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4507":"流媒体概念","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","00700":"腾讯控股","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","BK4566":"资本集团","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK1526":"科网股","LU0072462426.USD":"贝莱德全球配置 A2","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","BK4501":"段永平概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU0048597586.USD":"富达亚洲焦点A","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC"},"source_url":"https://tech.sina.cn/mobile/xp/2023-09-19/detail-imznfexn8379090.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2368921888","content_text":"IT之家 9 月 19 日消息,微信 iOS 版本于昨日迎来了 8.0.42 正式版更新,官方自然是没有公布具体更新内容,不过据IT之家和小伙伴们的共同测试,微信 iOS 版 8.0.42 正式版迎来了多项改进。首先,微信 iOS 版 8.0.42 正式版新增多语言“翻译”功能,用户可在“我”-“设置”-“通用”界面下找到这一设置选项。\n\n\n\n\n在微信聊天、朋友圈、网页及图片中使用翻译功能时,文字就会被翻译为所选语言,支持简体中文、繁体中文、英语、韩语、日语等多种语言,大家可以自行体验。\n\n\n\n\n\n\n\n\n此外,据IT之家小伙伴 @妇产科主任 的发现,微信 iOS 版 8.0.42 正式版还有以下三项细节改进:打开IT之家微信公众号,回复“微信”两字,即可获取当前最新官方内部版微信下载。","news_type":1},"isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":221593691344936,"gmtCreate":1695136593808,"gmtModify":1695136599360,"author":{"id":"3508583756824281","authorId":"3508583756824281","name":"我还是小白","avatar":"https://static.tigerbbs.com/68143d829b37eecbd46e2a4ac0e5b86f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3508583756824281","authorIdStr":"3508583756824281"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a>吃 9","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a>吃 9","text":"$腾讯控股(00700)$ 吃 9","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/221593691344936","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202248218128648,"gmtCreate":1690415090970,"gmtModify":1690415093097,"author":{"id":"3508583756824281","authorId":"3508583756824281","name":"我还是小白","avatar":"https://static.tigerbbs.com/68143d829b37eecbd46e2a4ac0e5b86f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3508583756824281","authorIdStr":"3508583756824281"},"themes":[],"htmlText":" ,g","listText":" ,g","text":",g","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202248218128648","repostId":"2354809015","repostType":2,"repost":{"id":"2354809015","pubTimestamp":1690384715,"share":"https://www.laohu8.com/m/news/2354809015?lang=&edition=full","pubTime":"2023-07-26 23:18","market":"hk","language":"zh","title":"起飞的小鹏,被围剿的理想","url":"https://stock-news.laohu8.com/highlight/detail?id=2354809015","media":"市场资讯","summary":" 理想占据的是最赚钱的位置,它的对手只会越来越多。价格战至今,理想几乎是唯一一家没有降价的一线品牌。随着理想对手的增多,尤其在腾势N8上市以后,理想还能维持住这份骄傲吗? 2022年,问界的横空出世,给了年轻的理想汽车第一次压力。其中不少车的外观很容易和理想混淆,内饰也是一股浓浓的理想味。","content":"<html><body><div>\n<p> 来源:略大参考</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/117/w550h367/20230726/545d-b96cde001a93c9a3a4f7396d92545f8a.jpg\"/></div>\n<p> <span>理想</span><span></span>占据的是最赚钱的位置,它的对手只会越来越多。价格战至今,理想几乎是唯一一家没有降价的一线品牌。而这除了产品够强,缺乏直接对手也不可忽视。随着理想对手的增多,尤其在腾势N8上市以后,理想还能维持住这份骄傲吗?</p>\n<p cms-style=\"align-right\"> 作者|杨知潮</p>\n<p cms-style=\"align-right\"> 编辑|原 野</p>\n<p> 2022年,问界的横空出世,给了年轻的<a href=\"https://laohu8.com/S/LI\">理想汽车</a>第一次压力。</p>\n<p> 顶着“抄理想作业”的名号,问界M5和M7的出现,让市面上有了第二个主流的高端增程SUV品牌选择。恰逢彼时的理想正在进行车型换代,抓住“可趁之机”的问界在上市后的销量连续3个月都在5000台以上,到8月份,更是一飞冲天突破万台,是当月理想的两倍还多。后来李想坦言,问界使得理想ONE的销售崩盘、提前停产,一个季度就亏损了十几亿。</p>\n<p> 尽管后来理想通过L系列扳回局面,但那场溃败,已经暴露理想真正的弱点:护城河不够结实。</p>\n<p> <font cms-style=\"color90\"><font cms-style=\"strong-Bold color90\">理想是靠产品定位成功的一家车企,但它也过于容易被模仿</font></font>——毕竟,无论是增程式、还是冰箱和彩电,都没有真正的门槛,一旦友商集体抄作业,理想就容易陷入危险的境地。</p>\n<p> 这样的局面已经在上演。领克、问界、蓝山、星越,越来越多的竞品开始和理想抢食。自主品牌五强里,除了长安外,其他四家都有理想的近似产品。其中最可怕的,应该是即将来临的<a href=\"https://laohu8.com/S/002594\">比亚迪</a>腾势N8。</p>\n<p> 新势力那边,<span><a href=\"https://laohu8.com/S/NIO\">蔚来</a></span><span></span>刚刚获得中东资本总计约11亿美元的投资。<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>也于日前获得大众的7亿美元投资,更重要的是,双方将合作开发两款车型,小鹏有机会享受到大众的技术和渠道红利。受此消息影响,小鹏在7月26日股价一度大涨40%,创下一年新高。重新回血的两家,都有可能侵蚀理想的领地。</p>\n<p> 面对汹涌的围剿,理想会一直有好日子吗?</p>\n<p cms-style=\"color90\"> <font cms-style=\"strong-Bold color90\">0</font><font cms-style=\"strong-Bold color90\">1</font></p>\n<div><img src=\"http://n.sinaimg.cn/finance/gif_image/600/w300h300/20201022/8f98-kavypmq4034317.gif\"/></div>\n<p cms-style=\"align-Center\"> <font cms-style=\"strong-Bold align-Center color90\">围剿</font></p>\n<p> 今年6月,理想汽车销量首次突破3万台,半年累积交付13.9万台,已经超过了去年全年的表现。</p>\n<p> 当你赚了钱,你的邻居就会眼红。</p>\n<p> 于是,对标理想L系列的产品如雨后春笋般涌现。<font cms-style=\"color90\"><font cms-style=\"strong-Bold color90\">蓝山打响了2023年围剿理想的第一枪,</font></font>混动的定位,神似的外观,接近的定价,无不显示这台车的真实野心。不止蓝山,魏牌的另两款主力产品摩卡和拿铁也都是理想的直接对手。</p>\n<p> 在发布会上,蓝山直接暗讽理想L9:“蓝山是比500万以内最好的SUV更好的SUV”,还引来了两家车企高管的网络骂战。<font cms-style=\"color90\"><font cms-style=\"strong-Bold color90\">上市后蓝山的销量一直维持在5000台以上,是第四畅销的中大型SUV,已经给到理想压力。</font></font></p>\n<p> 更强大的对手在后面:比亚迪。</p>\n<p> 比亚迪高端品牌的第三款车腾势N8已经曝光,根据当下的信息来看,腾势有五座、六座、七座三种布局,前两者正好分别对标理想L7和L8,价位在30-40万之间——和理想重叠。配置上则和理想L系列一样配备了航空桌板。这个配置不算起眼,但其暴露的产品观念十分接近理想“移动的家”的概念。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/163/w550h413/20230726/8d42-b884227a61086de28895508205fed0b6.jpg\"/></div>\n<p> 简而言之,“干”的就是理想。</p>\n<p> 相较于<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>和小鹏,理想还有一些成本方面的优势,但比亚迪20年的经验沉淀,每年卖100多万台的成绩单,理想需要感受到压力了。</p>\n<p> <font cms-style=\"color90\"><font cms-style=\"strong-Bold color90\">除了长城和比亚迪外,理想还有些相对边缘的对手,</font></font>比如岚图FREE,价位和理想几乎完全一样,且同为增程式SUV,外观上也颇有理想one的神韵。还有吉利的领克09 EM-P,同样在价位和定位上接近理想。至于星越L的增程电动版,虽然价格低了不少,但其外观神似理想L9,远看几乎是同一款车。此外,合资产品福特的领裕也在越级对标理想one。</p>\n<p> 目前来看,这几款边缘车型的销量都很一般,没有对理想造成实质性压力。除了领克09以外,其他几款月销量至今都达不到1000台。</p>\n<p> 但更具威胁性的暗涌,正在逐步逼近。更多的对手已经在路上。</p>\n<p> 在今年的上海车展上,奇瑞展出了新车揽月REEV,定位同样瞄准理想L8。至此,五大自主品牌中,比亚迪、吉利、奇瑞、长城全部有了对标理想L的产品,只有长安还比较安静,大多数精力都放在20万以下的市场。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/168/w550h418/20230726/5900-081599c6d62aeeae05f72e0105d588b4.jpg\"/></div>\n<p> <font cms-style=\"strong-Bold color90\">对理想来说,对手只会越来越多,因为其占据的是最赚钱的位置。</font></p>\n<p> 短短一年前,理想面对的局势还不是这样。</p>\n<p> 在问界横空出世之前,理想在电车领域只需要面对蔚来一个主要对手,而且两家的定位差异还比较大:一个主打换电,一个主打增程;一个主打服务,一个主打产品。</p>\n<p> 长期以来,理想挂着增程或混动<a href=\"https://laohu8.com/S/DLX\">豪华</a>家庭SUV的称号,独享一片舒适区。一个最明显的证据是:品牌强如<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>和BBA也需要降价打价格战,但理想基本和价格战没有关系。</p>\n<p> 但所有的生意都有类似的节奏,认知的领先只能维持一段时间。先是问界冲了过来,这是理想的第一次遭遇定位近似的直接对手,也预示着新势力的先发窗口期到此为止。此后,对手以几个月一台的速度增加,磨平着理想的定位优势。</p>\n<p> <font cms-style=\"strong-Bold color90\">理想汽车的逻辑里,已经出现了一道裂痕。</font></p>\n<p cms-style=\"color90\"> <font cms-style=\"strong-Bold color90\">02</font></p>\n<div><img src=\"http://n.sinaimg.cn/finance/gif_image/600/w300h300/20201022/8f98-kavypmq4034317.gif\"/></div>\n<p cms-style=\"align-Center\"> <font cms-style=\"strong-Bold align-Center color90\">裂痕</font></p>\n<p> 理想L9发布之后,何小鹏在自己的<span>微博</span><span></span>上写了一段话:“在激烈竞争的、全球市场、非快销品行业、2C非保护领域,<font cms-style=\"color90\"><font cms-style=\"strong-Bold color90\">有哪个好产品是靠精准定位,在中期或长期可以获得优势或壁垒的?”</font></font></p>\n<p> 这话没指名道姓,但显然也并不需要。人人都知道他说的是理想。</p>\n<p> 理想最初的成功就是靠精准定位。从第一台车开始,理想就锚死了家用SUV的概念,主打空间、舒适。因此理想才会在小鹏追求把轿跑车做得更矮更运动的同时,把车造<a href=\"https://laohu8.com/S/5OQ.SI\">得和</a>大船一样,只为了获得更好的空间。</p>\n<p> 而对于与“移动的家”无关的地方,理想可以做出牺牲。</p>\n<p> 因此在蔚来花80万美元修建一座换电站为汽车补能的同时,理想one用一台红米K50的价格解决了一切问题:一台1.2T,三缸的东安发动机,虽然东安发动机早就被大多数自主品牌弃用。</p>\n<p> 抠门,是理想造车的部分哲学。不过抠门是为了更好的大方,把省下来的钱,更多用在舒适性的提升上。比如冰箱和彩电,在燃油车时代,冰箱这样的配置往往都在五十万甚至百万级别的豪华车身上才能看到。</p>\n<p> <font cms-style=\"color90\"><font cms-style=\"strong-Bold color90\">这种理念踩中了中国SUV汽车销售的真正密码,简而言之,可以用三个词概括:空间大,舒适,操控一般。</font></font>从汉兰达,到哈弗H6,再到比亚迪宋,畅销的SUV无不是这类车。相比酷炫的外观,中国人还是更在乎车大不大,舒不舒服。</p>\n<p> 来到新能源汽车时代,三个关键词变成了四个:多了一个油箱。</p>\n<p> 混动汽车在2022年和2023年迎来爆发,汽车工业协会的数据显示,2022年我国插混汽车销量同比增长1.5倍,增程式销量同比增长1.3倍,均远高于纯电汽车的81.6%。</p>\n<p> 每一步都走对了的理想,很快成为最畅销的新能源SUV,并在今天成为最成功的豪华新能源品牌。</p>\n<p> 但正如何小鹏所说,<font cms-style=\"color90\"><font cms-style=\"strong-Bold color90\">只有定位精准并不够,因为别人可以抄。</font></font></p>\n<p> 产品经理中流传着一句谚语:天下产品一大抄。相比特斯拉的品牌和蔚来的服务,理想的产品无疑更容易复制。道理浅显易懂,无论是增程技术,还是冰箱彩电,都没什么门槛,当大家发现你这种车好卖,会一窝蜂地转向理想的玩法,正如理想one曾在底盘上借鉴汉兰达一样。</p>\n<p> 于是,理想的造车理念被大规模地模仿。</p>\n<p> <font cms-style=\"color90\"><font cms-style=\"strong-Bold color90\">如果说2022年之前的高端电车理念由特斯拉定义,那么2022年之后的接力棒就落到了理想手里。</font></font>一线品牌开始抛弃运动和科技感的外观,抛弃纯电,转向大船一样的外形和发动机补能。</p>\n<p> 直接对标理想的蓝山、问界们、星越L等车型自不必说。其中不少车的外观很容易和理想混淆,内饰也是一股浓浓的理想味。</p>\n<p> 在十几万的SUV市场,大家也都在抄理想。零跑C11几乎完全照抄理想:空间巨大,和理想one用了同一款增程器。就连轿车那边,哪咤S也在追求越级空间的增程车。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/91/w550h341/20230726/d47f-846064c412d9d264a7c1da7eff3feec2.png\"/></div>\n<p> 理想汽车的成功,离不开正确的产品理念。但当大家的理念都正确了,理想的优势是什么?</p>\n<p cms-style=\"color90\"> <font cms-style=\"strong-Bold color90\">03</font></p>\n<div><img src=\"http://n.sinaimg.cn/finance/gif_image/600/w300h300/20201022/8f98-kavypmq4034317.gif\"/></div>\n<p cms-style=\"align-Center\"> <font cms-style=\"strong-Bold align-Center color90\">优势</font></p>\n<p> 在比理想L7便宜一半的A级SUV市场,霸主比亚迪也正在面临一大堆对手的虎视眈眈。</p>\n<p> <font cms-style=\"color90\"><font cms-style=\"strong-Bold color90\">比亚迪宋傲人的销量引来了一众对手的眼馋,</font></font>曾经的SUV霸主哈弗在几个月前推出枭龙系列,全方位对标比亚迪宋,交付第二个月就卖了6100台。</p>\n<p> 还有试图降维打击的新势力零跑,他们把B级车卖到了15万左右,在与比亚迪的正面竞争里也抢到了接近1万台的月销量。</p>\n<p> 老对手吉利推出了银河L7,曾经的自主品牌老大哥长安刚刚推出深蓝品牌的第二款深蓝S7,另一个老对手奇瑞也有瑶光,以及瑞虎的混动版本作为宋的竞品。</p>\n<p> <font cms-style=\"strong-Bold color90\">面对围剿,比亚迪有压力,但不至于太慌,因为比亚迪有无可比拟的优势:价格。</font></p>\n<p> 比亚迪宋PLUS车系累积销量早就超过了50万台,各项成本早就摊得极薄,加之自身全面的上下游产业链,同样的配置,任何厂商都很难做得比比亚迪便宜。在品牌整体售价偏低的情况下,比亚迪还能取得堪比豪华品牌的17.8%的毛利率,就是其成本能力最好的证明。</p>\n<p> <font cms-style=\"strong-Bold color90\">类似的优势,在理想身上就没那么容易找到了。</font></p>\n<p> 第一,技术方面,显然没有。理想在技术上的投入是出了名的“抠”,在新势力中长期垫底,和特斯拉更是有着倍数的差距。直到最近,理想才逐渐加大研发投入,今年一季度的研发费用也超过了小鹏。但占比仍然只有15%,比不上小鹏的20%。</p>\n<p> 增程技术也仍然有隐患,目前市面上采用增程的,要么是20万以下的车型,要么是问界这样的新势力。比亚迪、长城、吉利等一线车企则大多会选用插混。相比比亚迪的DMI技术,增程式在高速上的表现也的确较差。当然,增程与插混之争,还得等待市场检验。</p>\n<p> 第二,是更加抽象的品牌方面,理想的优势也不好说。面对信仰加持的特斯拉、有一大批死忠粉的蔚来和小鹏、品牌根深蒂固的BBA,理想在品牌影响力方面,还占不到什么便宜。</p>\n<p> <font cms-style=\"color90\"><font cms-style=\"strong-Bold color90\">第三,是理想最深的护城河之一,成本优势。L系列的套娃造车,使得理想的单车成本随着销量增长越来越低。</font></font>正因如此,理想才能早早的实现现金流转正,成为利润最好看的新势力。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/300/w550h550/20230726/2a82-220194b8df2fe36d084905f695dafc36.jpg\"/></div>\n<p> 但这种优势是相对新势力来讲的。对比亚迪,长城,这种一年卖50万台以上的车企来说,理想还有成本优势吗?显然不一定,从毛利率来看,在平均售价约为比亚迪二倍,且没有参与价格战的情况下,理想一季度的毛利率只比比亚迪高了两个百分点。作为一家新势力,理想的成本能力和巨头仍然有差距。</p>\n<p> 即使是面对新势力,理想也不敢保证高枕无忧。蔚来和小鹏都刚刚获得了国际资本的投资,小鹏更是有机会得到大众的渠道和技术扶持。蔚小理三家的位置曾在过去几年里无数次变化,未来也同样充满不确定性。</p>\n<p> 如果没有绝对的品牌力,就需要性价比优势。品牌强如特斯拉也免不了要打价格战。</p>\n<p> 然而,<font cms-style=\"color90\"><font cms-style=\"strong-Bold color90\">价格战至今,理想几乎是唯一一家没有降价的一线品牌。而这除了产品够强,缺乏直接对手也不可忽视。但马上,理想的对手也在增多,在腾势N8上市以后,理想还能维持住这份骄傲吗?</font></font></p>\n<div>\n<span>现在送您60元福利红包,直接提现不套路~~~快来参与活动吧!</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE 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}\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起飞的小鹏,被围剿的理想\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-26 23:18 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2023-07-26/doc-imzcztci6699842.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源:略大参考\n\n 理想占据的是最赚钱的位置,它的对手只会越来越多。价格战至今,理想几乎是唯一一家没有降价的一线品牌。而这除了产品够强,缺乏直接对手也不可忽视。随着理想对手的增多,尤其在腾势N8上市以后,理想还能维持住这份骄傲吗?\n 作者|杨知潮\n 编辑|原 野\n 2022年,问界的横空出世,给了年轻的理想汽车第一次压力。\n 顶着“抄理想作业”的名号,问界M5和M7的出现,让市面上有...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-07-26/doc-imzcztci6699842.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK1119":"汽车制造商","BK1587":"次新股","LU1720050803.USD":"安联全方位中国股票基金","BK1539":"汽车股","BK1588":"回港中概股","BK1575":"同股不同权","BK1610":"ETF&股票定投概念"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-07-26/doc-imzcztci6699842.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2354809015","content_text":"来源:略大参考\n\n 理想占据的是最赚钱的位置,它的对手只会越来越多。价格战至今,理想几乎是唯一一家没有降价的一线品牌。而这除了产品够强,缺乏直接对手也不可忽视。随着理想对手的增多,尤其在腾势N8上市以后,理想还能维持住这份骄傲吗?\n 作者|杨知潮\n 编辑|原 野\n 2022年,问界的横空出世,给了年轻的理想汽车第一次压力。\n 顶着“抄理想作业”的名号,问界M5和M7的出现,让市面上有了第二个主流的高端增程SUV品牌选择。恰逢彼时的理想正在进行车型换代,抓住“可趁之机”的问界在上市后的销量连续3个月都在5000台以上,到8月份,更是一飞冲天突破万台,是当月理想的两倍还多。后来李想坦言,问界使得理想ONE的销售崩盘、提前停产,一个季度就亏损了十几亿。\n 尽管后来理想通过L系列扳回局面,但那场溃败,已经暴露理想真正的弱点:护城河不够结实。\n 理想是靠产品定位成功的一家车企,但它也过于容易被模仿——毕竟,无论是增程式、还是冰箱和彩电,都没有真正的门槛,一旦友商集体抄作业,理想就容易陷入危险的境地。\n 这样的局面已经在上演。领克、问界、蓝山、星越,越来越多的竞品开始和理想抢食。自主品牌五强里,除了长安外,其他四家都有理想的近似产品。其中最可怕的,应该是即将来临的比亚迪腾势N8。\n 新势力那边,蔚来刚刚获得中东资本总计约11亿美元的投资。小鹏汽车也于日前获得大众的7亿美元投资,更重要的是,双方将合作开发两款车型,小鹏有机会享受到大众的技术和渠道红利。受此消息影响,小鹏在7月26日股价一度大涨40%,创下一年新高。重新回血的两家,都有可能侵蚀理想的领地。\n 面对汹涌的围剿,理想会一直有好日子吗?\n 01\n\n 围剿\n 今年6月,理想汽车销量首次突破3万台,半年累积交付13.9万台,已经超过了去年全年的表现。\n 当你赚了钱,你的邻居就会眼红。\n 于是,对标理想L系列的产品如雨后春笋般涌现。蓝山打响了2023年围剿理想的第一枪,混动的定位,神似的外观,接近的定价,无不显示这台车的真实野心。不止蓝山,魏牌的另两款主力产品摩卡和拿铁也都是理想的直接对手。\n 在发布会上,蓝山直接暗讽理想L9:“蓝山是比500万以内最好的SUV更好的SUV”,还引来了两家车企高管的网络骂战。上市后蓝山的销量一直维持在5000台以上,是第四畅销的中大型SUV,已经给到理想压力。\n 更强大的对手在后面:比亚迪。\n 比亚迪高端品牌的第三款车腾势N8已经曝光,根据当下的信息来看,腾势有五座、六座、七座三种布局,前两者正好分别对标理想L7和L8,价位在30-40万之间——和理想重叠。配置上则和理想L系列一样配备了航空桌板。这个配置不算起眼,但其暴露的产品观念十分接近理想“移动的家”的概念。\n\n 简而言之,“干”的就是理想。\n 相较于蔚来和小鹏,理想还有一些成本方面的优势,但比亚迪20年的经验沉淀,每年卖100多万台的成绩单,理想需要感受到压力了。\n 除了长城和比亚迪外,理想还有些相对边缘的对手,比如岚图FREE,价位和理想几乎完全一样,且同为增程式SUV,外观上也颇有理想one的神韵。还有吉利的领克09 EM-P,同样在价位和定位上接近理想。至于星越L的增程电动版,虽然价格低了不少,但其外观神似理想L9,远看几乎是同一款车。此外,合资产品福特的领裕也在越级对标理想one。\n 目前来看,这几款边缘车型的销量都很一般,没有对理想造成实质性压力。除了领克09以外,其他几款月销量至今都达不到1000台。\n 但更具威胁性的暗涌,正在逐步逼近。更多的对手已经在路上。\n 在今年的上海车展上,奇瑞展出了新车揽月REEV,定位同样瞄准理想L8。至此,五大自主品牌中,比亚迪、吉利、奇瑞、长城全部有了对标理想L的产品,只有长安还比较安静,大多数精力都放在20万以下的市场。\n\n 对理想来说,对手只会越来越多,因为其占据的是最赚钱的位置。\n 短短一年前,理想面对的局势还不是这样。\n 在问界横空出世之前,理想在电车领域只需要面对蔚来一个主要对手,而且两家的定位差异还比较大:一个主打换电,一个主打增程;一个主打服务,一个主打产品。\n 长期以来,理想挂着增程或混动豪华家庭SUV的称号,独享一片舒适区。一个最明显的证据是:品牌强如特斯拉和BBA也需要降价打价格战,但理想基本和价格战没有关系。\n 但所有的生意都有类似的节奏,认知的领先只能维持一段时间。先是问界冲了过来,这是理想的第一次遭遇定位近似的直接对手,也预示着新势力的先发窗口期到此为止。此后,对手以几个月一台的速度增加,磨平着理想的定位优势。\n 理想汽车的逻辑里,已经出现了一道裂痕。\n 02\n\n 裂痕\n 理想L9发布之后,何小鹏在自己的微博上写了一段话:“在激烈竞争的、全球市场、非快销品行业、2C非保护领域,有哪个好产品是靠精准定位,在中期或长期可以获得优势或壁垒的?”\n 这话没指名道姓,但显然也并不需要。人人都知道他说的是理想。\n 理想最初的成功就是靠精准定位。从第一台车开始,理想就锚死了家用SUV的概念,主打空间、舒适。因此理想才会在小鹏追求把轿跑车做得更矮更运动的同时,把车造得和大船一样,只为了获得更好的空间。\n 而对于与“移动的家”无关的地方,理想可以做出牺牲。\n 因此在蔚来花80万美元修建一座换电站为汽车补能的同时,理想one用一台红米K50的价格解决了一切问题:一台1.2T,三缸的东安发动机,虽然东安发动机早就被大多数自主品牌弃用。\n 抠门,是理想造车的部分哲学。不过抠门是为了更好的大方,把省下来的钱,更多用在舒适性的提升上。比如冰箱和彩电,在燃油车时代,冰箱这样的配置往往都在五十万甚至百万级别的豪华车身上才能看到。\n 这种理念踩中了中国SUV汽车销售的真正密码,简而言之,可以用三个词概括:空间大,舒适,操控一般。从汉兰达,到哈弗H6,再到比亚迪宋,畅销的SUV无不是这类车。相比酷炫的外观,中国人还是更在乎车大不大,舒不舒服。\n 来到新能源汽车时代,三个关键词变成了四个:多了一个油箱。\n 混动汽车在2022年和2023年迎来爆发,汽车工业协会的数据显示,2022年我国插混汽车销量同比增长1.5倍,增程式销量同比增长1.3倍,均远高于纯电汽车的81.6%。\n 每一步都走对了的理想,很快成为最畅销的新能源SUV,并在今天成为最成功的豪华新能源品牌。\n 但正如何小鹏所说,只有定位精准并不够,因为别人可以抄。\n 产品经理中流传着一句谚语:天下产品一大抄。相比特斯拉的品牌和蔚来的服务,理想的产品无疑更容易复制。道理浅显易懂,无论是增程技术,还是冰箱彩电,都没什么门槛,当大家发现你这种车好卖,会一窝蜂地转向理想的玩法,正如理想one曾在底盘上借鉴汉兰达一样。\n 于是,理想的造车理念被大规模地模仿。\n 如果说2022年之前的高端电车理念由特斯拉定义,那么2022年之后的接力棒就落到了理想手里。一线品牌开始抛弃运动和科技感的外观,抛弃纯电,转向大船一样的外形和发动机补能。\n 直接对标理想的蓝山、问界们、星越L等车型自不必说。其中不少车的外观很容易和理想混淆,内饰也是一股浓浓的理想味。\n 在十几万的SUV市场,大家也都在抄理想。零跑C11几乎完全照抄理想:空间巨大,和理想one用了同一款增程器。就连轿车那边,哪咤S也在追求越级空间的增程车。\n\n 理想汽车的成功,离不开正确的产品理念。但当大家的理念都正确了,理想的优势是什么?\n 03\n\n 优势\n 在比理想L7便宜一半的A级SUV市场,霸主比亚迪也正在面临一大堆对手的虎视眈眈。\n 比亚迪宋傲人的销量引来了一众对手的眼馋,曾经的SUV霸主哈弗在几个月前推出枭龙系列,全方位对标比亚迪宋,交付第二个月就卖了6100台。\n 还有试图降维打击的新势力零跑,他们把B级车卖到了15万左右,在与比亚迪的正面竞争里也抢到了接近1万台的月销量。\n 老对手吉利推出了银河L7,曾经的自主品牌老大哥长安刚刚推出深蓝品牌的第二款深蓝S7,另一个老对手奇瑞也有瑶光,以及瑞虎的混动版本作为宋的竞品。\n 面对围剿,比亚迪有压力,但不至于太慌,因为比亚迪有无可比拟的优势:价格。\n 比亚迪宋PLUS车系累积销量早就超过了50万台,各项成本早就摊得极薄,加之自身全面的上下游产业链,同样的配置,任何厂商都很难做得比比亚迪便宜。在品牌整体售价偏低的情况下,比亚迪还能取得堪比豪华品牌的17.8%的毛利率,就是其成本能力最好的证明。\n 类似的优势,在理想身上就没那么容易找到了。\n 第一,技术方面,显然没有。理想在技术上的投入是出了名的“抠”,在新势力中长期垫底,和特斯拉更是有着倍数的差距。直到最近,理想才逐渐加大研发投入,今年一季度的研发费用也超过了小鹏。但占比仍然只有15%,比不上小鹏的20%。\n 增程技术也仍然有隐患,目前市面上采用增程的,要么是20万以下的车型,要么是问界这样的新势力。比亚迪、长城、吉利等一线车企则大多会选用插混。相比比亚迪的DMI技术,增程式在高速上的表现也的确较差。当然,增程与插混之争,还得等待市场检验。\n 第二,是更加抽象的品牌方面,理想的优势也不好说。面对信仰加持的特斯拉、有一大批死忠粉的蔚来和小鹏、品牌根深蒂固的BBA,理想在品牌影响力方面,还占不到什么便宜。\n 第三,是理想最深的护城河之一,成本优势。L系列的套娃造车,使得理想的单车成本随着销量增长越来越低。正因如此,理想才能早早的实现现金流转正,成为利润最好看的新势力。\n\n 但这种优势是相对新势力来讲的。对比亚迪,长城,这种一年卖50万台以上的车企来说,理想还有成本优势吗?显然不一定,从毛利率来看,在平均售价约为比亚迪二倍,且没有参与价格战的情况下,理想一季度的毛利率只比比亚迪高了两个百分点。作为一家新势力,理想的成本能力和巨头仍然有差距。\n 即使是面对新势力,理想也不敢保证高枕无忧。蔚来和小鹏都刚刚获得了国际资本的投资,小鹏更是有机会得到大众的渠道和技术扶持。蔚小理三家的位置曾在过去几年里无数次变化,未来也同样充满不确定性。\n 如果没有绝对的品牌力,就需要性价比优势。品牌强如特斯拉也免不了要打价格战。\n 然而,价格战至今,理想几乎是唯一一家没有降价的一线品牌。而这除了产品够强,缺乏直接对手也不可忽视。但马上,理想的对手也在增多,在腾势N8上市以后,理想还能维持住这份骄傲吗?\n\n现在送您60元福利红包,直接提现不套路~~~快来参与活动吧!\n\n\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":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155026447,"gmtCreate":1625364777889,"gmtModify":1625364777889,"author":{"id":"3508583756824281","authorId":"3508583756824281","name":"我还是小白","avatar":"https://static.tigerbbs.com/68143d829b37eecbd46e2a4ac0e5b86f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3508583756824281","authorIdStr":"3508583756824281"},"themes":[],"title":"2021/07/04 交易笔记 by 我还是小白","htmlText":"2021/07/04 成本 现价 浮动收益 蔚来(NIO) 17.12 50.24 193.43% 持之以恒就赢了","listText":"2021/07/04 成本 现价 浮动收益 蔚来(NIO) 17.12 50.24 193.43% 持之以恒就赢了","text":"2021/07/04 成本 现价 浮动收益 蔚来(NIO) 17.12 50.24 193.43% 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