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回锅肉跑步
2023-01-09
$AAPL 20230127 131.0 CALL$
$AAPL 20230127 131.0 CALL$
跟着段永平走
回锅肉跑步
2021-08-05
$RLX科技(RLX)$
政策风险太大了
回锅肉跑步
2021-07-30
$RLX科技(RLX)$
快点破4
回锅肉跑步
2021-06-10
$AMC院线(AMC)$
解套[捂脸]
回锅肉跑步
2021-05-19
这篇文章不错,转发给大家看
抱歉,原内容已删除
回锅肉跑步
2021-03-23
$RLX科技(RLX)$
还有救?[捂脸]
回锅肉跑步
2021-03-22
$RLX科技(RLX)$
愿赌服输
回锅肉跑步
2020-12-28
这篇文章不错,转发给大家看
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回锅肉跑步
2020-12-05
$哔哩哔哩(BILI)$
未来是年轻人的
回锅肉跑步
2020-12-03
2020/12/03 交易笔记 by 回锅肉跑步
2020/12/03 成本 现价 浮动收益 拼多多(PDD) 132.86 141.27 6.33% 多多买菜 成功了吗
2020/12/03 交易笔记 by 回锅肉跑步
回锅肉跑步
2019-08-21
这篇文章不错,转发给大家看
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19:54","market":"us","language":"zh","title":"第二波造车潮起,苹果、阿里、百度们为何都来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2094205541","media":"全天候科技","summary":"供应商预计,明年Apple Car的出货量将初步释放,到2022年将“全面爆发”。从7月份新品牌发布到其首款车型亮相,岚图汽车仅仅用了4个月的时间。更有科技巨头亲自下场独立造车,例如苹果。但近期苹果公司被传出将在2021年9月发布首款电动车Apple Car,当前苹果已经向汽车零组件供应商提出了备货要求。第一轮造车热潮中的代表蔚来汽车、小鹏汽车在11月份分别增长了109.3%、342%,蔚来汽车称这是自今年4月以来连续第八个月实现同比翻番。","content":"<html><body><article><p>编者按:本文来自微信公众号“全天候科技”,作者:张吉龙,未来汽车日报经授权发布。</p><p>近期,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司被传出将在2021年9月发布首款电动车Apple Car,这比原先规划至少提前了两年,其原型车已经在美国加州上路测试。供应商预计,明年Apple Car的出货量将初步释放,到2022年将“全面爆发”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201228195416786d235ybwq0a7ug5i\"/><p>苹果汽车假想图</p><p>这一消息无论在汽车界还是科技界都引起了不小的震动。</p><p>由<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏、理想等造车新势力领先的上一轮电动车大战才刚刚交出成绩单,眼下,新一轮造车大潮已经汹涌来袭。</p><p>不止Apple Car,最近一段时间,诸如岚图汽车、智己汽车、极狐arcfox等一些陌生的电动车品牌已经开始在汽车市场上出现。站在这些新品牌背后的,不乏东风、上汽等传统汽车大集团,更活跃着阿里、华为、苹果等科技巨头的身影。</p><p>尽管电动汽车距离技术成熟、替代燃油车还有相当长的距离,但是全球汽车企业全面转向电动化的趋势似乎已经不可逆转。</p><p>汽车行业正在发生的这一变化类似于功能手机向<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机的革命性转变,谁跑的慢谁就有可能是汽车界的“<a href=\"https://laohu8.com/S/NOK\">诺基亚</a>”。</p><p>当第二轮电动车造车热潮席卷而来,老牌汽车制造商和科技巨头们都在摩拳擦掌,新玩家们究竟有多少胜算?他们又会给电动汽车行业带来怎样的变化?</p><p><strong>这一次是谁在造车?</strong></p><p>12月18日,<a href=\"https://laohu8.com/S/600006\">东风汽车</a>集团(下称东风集团)旗下的高端电动汽车品牌岚图在深圳发布了首款量产车型“岚图FREE”。从7月份新品牌发布到其首款车型亮相,岚图汽车仅仅用了4个月的时间。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201228195419378d235m6pjxniepd6\"/><p>12月18日东风集团发布岚图FREE</p><p>在电动车造车上火急火燎的不光是东风集团,今年10月份,有媒体爆料<a href=\"https://laohu8.com/S/600104\">上汽集团</a>正在打造代号为“L”的全新电动智能汽车品牌。一个月之后,“L”项目以“智己汽车”的面目出现。</p><p>近期,智己汽车方面透露,明年1月中旬,智己汽车将同时发布两款车;明年4月发布第三款产品,还将公布首款车型的购买方式,并接受限量预订;在年底开始少量交付。</p><p>不难看出,在新一轮造车大潮中,传统的汽车厂商开始发力,成为主要的推动者,它们正在争先恐后地推出自己的独立电动汽车品牌。比如<a href=\"https://laohu8.com/S/601633\">长城汽车</a>的沙龙智行,<a href=\"https://laohu8.com/S/601238\">广汽集团</a>的广汽埃安,北汽新能源旗下ARCFOX极狐等。而科技巨头成为了重要参与者。</p><p>今年11月,<a href=\"https://laohu8.com/S/000625\">长安汽车</a>董事长朱华荣也向外界透露,公司正携手华为、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>,三方联合打造高端智能汽车品牌和高科技的高端产品,不久之后就会和大家见面。</p><p>而就在上周,路透社报道称,<a href=\"https://laohu8.com/S/BIDU\">百度</a>正在考虑生产自己的电动汽车,并已与<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、<a href=\"https://laohu8.com/S/02238\">广汽集团</a>和一汽集团就这种可能性进行了谈判,或组建一家持有多数股权的合资企业,但尚未达成任何协议。</p><p>不久前,网络上传出“小米即将发布和<a href=\"https://laohu8.com/S/002594\">比亚迪</a>联合出品的‘年轻人的第一辆汽车’——青悦S1,售价为84999元”的消息,同时还曝光了多张图片。但后来双方均已辟谣。</p><p>虽然说上一轮新造车热潮中,百度、阿里等也参与了新造车企业的融资,可见相较“投资人”,这一次,科技巨头们更愿意作为一名深度参与者。</p><p>更有科技巨头亲自下场独立造车,例如苹果。该公司在2014年就启动了“泰坦 ”项目,不过后来被搁置。但近期苹果公司被传出将在2021年9月发布首款电动车Apple Car,当前苹果已经向汽车零组件供应商提出了备货要求。</p><p>实际上,在2-3年前,传统汽车企业在谈到新造车时还是不屑一顾的态度。</p><p>比如在2018年央视举办的一个汽车论坛上,吉利汽车董事长李书福公开抨击“造车新势力”:“用互联网、电动汽车到处忽悠,我觉得很危险,<a href=\"https://laohu8.com/S/603883\">老百姓</a>那点钱赚的不容易。”</p><p>李书福的言论在当时的汽车行业很有代表性,赢得了一些业内人士的支持,比如时任上汽集团副总裁的王晓秋也认为,“新势力造车不靠谱,造好车,一定需要时间沉淀、经验积累。”</p><p>当时有汽车博主认为,在乐视汽车泡沫破灭、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>深陷财务困境面前,新势力基本都是笑话,“市场已经不会给新势力们任何机会。”</p><p>不过时至今日,传统汽车企业对于电动车造车的态度有了180度的大转弯——不再嘲笑,反而开始学习。</p><p>比如作为一款大型智能电动SUV,“岚图FREE”的身上就有很多来自蔚来汽车、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>的影子。</p><p>在价格上,岚图定价不超40万元,与理想<a href=\"https://laohu8.com/S/AONE\">one</a>、蔚来ES6相当;在动力上,两条腿走路,提供纯电动和增程电动两种动力方案;在外观、智能配置上也学习了新造车,比如拥有4种智能座舱模式,全系标配高级智能驾驶辅助系统;在销售上采取直营店渠道模式;也开发自己的app,通过社区的私域流量来维系客户。</p><p>而智己汽车同样也学习了互联网社区的做法,表示用户将成为智己汽车价值链的核心驱动。智己汽车的用户将成为企业研发、生产、制造、营销等全业务链的驱动者。</p><p><strong>智能汽车先行者走向成功</strong></p><p>在新玩家加速进入电动车赛道的背后,整个汽车市场已发生了翻天覆地的变化。</p><p>乘联会数据显示,11月,国内新能源车零售16.9万辆,同比增量为9.7万辆,同比增速136.5%。成为国内乘用车零售增长的核心动力。其中纯电动车11月零售销量为14.2万辆,同比增长145.4%。</p><p>第一轮造车热潮中的代表蔚来汽车、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>在11月份分别增长了109.3%、342%,蔚来汽车称这是自今年4月以来连续第八个月实现同比翻番。</p><p>相比之下,燃油车销量额则处于不温不火甚至是负增长的状态。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201228195420116d2354a1kn3lbidq\"/><p>2020年1-11月部分新造车企业和传统汽车企业的销量增长情况对比</p><p>在资本市场上,截至目前,新造车企业特斯拉、蔚来、小鹏、理想汽车的股价在年内分别增长了400%、1200%、130%和100%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201228195420760d235rjln6vca44x\"/><p>新造车企业和几家传统汽车企业在2020年内的股价增长情况</p><p>相比之下,东风集团、上汽集团、长安等传统车企的股价则弱得多。</p><p>股价的上涨也带动了几家新造车企业的市值飙升。到目前为止,蔚来汽车市值已经超越了上汽集团,小鹏和理想也把长安东风集团甩在身后。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201228195426617d235h6fab4a649j\"/><p>截止12月23日,国内外知名汽车厂商市值情况</p><p>2020年来以来,电动汽车们也摆脱了“造一辆亏损一辆的赔钱货”标签,蔚来汽车、小鹏汽车、理想汽车均陆续实现了毛利率转正。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201228195427674d235d1lhoig90er\"/><p>主要新造车玩家的毛利率正在迅速好转</p><p>除了较早实现正<span>毛利</span>的理想汽车,蔚来汽车和小鹏汽车也在Q2和Q3宣布进入正毛利的区间,而理想汽车的在Q3的毛利更是高达19.8%,直逼特斯拉。</p><p><strong>汽车的世界变了</strong></p><p>电动汽车之所以走上风口,消费者需求的转变是其中重要原因。</p><p>几个月之前,博主“电驹哥马连华”在微博上发起了一个小范围的投票——预算30-40万元,是买特斯拉Model 3、比亚迪汉这样的电动汽车,还是宝马3系级别的燃油车?</p><p>“投票结果令我吃惊。”他表示。在479位参与投票的网友中,399人选择买电动汽车,占比83.2%;只有80人选择买燃油车,占比17%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201228195435671d235iwx6zr74kyr\"/><p>不仅是在愿意花费30-40万元购车的中产群体中,电动汽车在下沉市场中也广受欢迎。</p><p>中国电动汽车百人会副理事长兼秘书长张永伟曾表示,在江浙一带的农民,对电动汽车的接受度一年提高将近20%。</p><p>有业内人士认为,电动车能有如此的接受度,原因不难理解。</p><p>首先,电动汽车在很多地方具备不限牌、不限行的优势。比如在上海,由于燃油车牌照价格在10万左右,而电动车可以免费上绿牌,因此在有同样的预算时,燃油车购买者或还需要分出其中不菲的费用以购买牌照,电动车用户则可以用全部预算挑选到性能更好的汽车。</p><p>从使用体验来看,电动车在加速性能和操控配置也都有很大的优势。价格在20-30万元档次的电动汽车,动力水平、百公里加速甚至可以与百万元以上的燃油车相媲美。</p><p>“在现有的政策条件和法规法律条件下,传统的燃油车发动机越做越小、性能降低,同时用户对汽车性能、品质等需求不断提升。”岚图汽车科技公司首席执行官兼首席技术官卢放表示,岚图希望大功率的电驱动来解决矛盾。</p><p>在智能化水平上,电动车也有明显的优势,在中高端电动车上,自动驾驶辅助系统开始成为标配,帮助司机解放双脚、降低疲劳,在减少追尾方面发挥作用。此外,在智能座舱配置上,电动车更加强大,功能更加丰富,有更多的可能性和拓展性。</p><p>就此前被广为诟病的电动车电池性能问题,随着技术的迭代,目前电动汽车在续航里程方面的能力也大大提升。恒大研究院报告显示,纯电动乘用车平均续航里程从2017年第1批211.6km,持续提升到了2020年第7批的391.4km。</p><p>除了新消费趋势变化,全球汽车产业从石化能源转向新能源也成为了重要趋势。</p><p>燃油车所用的汽油柴油均提炼自石油,而当前石油的分布和汽车的市场部分极不匹配。全球石油分布主要集中在中东、俄罗斯等地区, 这些地方却不是汽车大国,反而欧盟、美国、中国等汽车保有量很大的地区对于燃油极为苛求。</p><p>以中国为例,2019年中国原油对外依存度首次突破了70%,已经连续十年超过了50%的国际安全警戒线。</p><p>而汽车是其中的耗油大户。据2019年公安部交通管理局数据,按照中国汽车保有量2.6亿辆、每辆汽车每年平均消耗1.8吨石油计算,2019年全国2.6亿辆汽车消耗石油4.68亿吨。按照2019年<a href=\"https://laohu8.com/S/601857\">中国石油</a>消耗总量约6.96亿吨的数据计算,我国汽车消耗石油的占比已接近70%。</p><p>除了能源安全,电动车相对于燃油车还有减少污染的优势。同时,电池价格的迅速下降,也让电动汽车变得越来越便宜。</p><p>行业研究机构彭博新能源财经的一份调查显示,2019年电动车电池平均价格相较2010年下降了89%。报告还预测,到2023年,每块电池的平均价格应降到每千瓦时101美元以下。</p><p>在此背景下,最近几年来,全球主要经济体都纷纷出台叫停燃油车销售的时间表。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201228195441994d23584ki677djo9\"/><p>今年11月2日,国务院办公厅印发《新能源汽车产业发展规划(2021-2035年)》,目标是到2025年,新能源汽车新车销售量达到汽车新车销售总量的20%左右,到2035年纯电动汽车成为新销售车辆的主流,公共领域用车全面电动化。</p><p>在此情况之下,各大汽车公司也制定了停止生产燃油车的时间表。</p><p>沃尔沃表示,从2030年开始,沃尔沃将只交付电动车;本田则将于2022年停止在欧洲销售汽油和柴油车型。在国内,长安、海马、北汽、日产等传统汽车厂商也表示将在2025年停止燃油车的售卖。</p><p>对于这些品牌来说,剩下转型的时间显然已经不多了。</p><p><strong>谁能成为新一轮胜者?</strong></p><p>电动汽车前景虽普遍被看好,但是造车并非易事。</p><p>根据网络上流传的一份统计显示,在上一轮新造车热潮中有近50个电动车品牌。但时过境迁,仅仅有少数品牌存活下来。</p><p>这其中也给新玩家们留下了不少的警示。</p><p>首先,对于造车企业来说,电动汽车是一个投入巨大的行业,需要长期的烧钱。李斌曾经表示,没200亿不要造车;而何小鹏则感叹,“以前看别人做车觉得100亿太夸张,现在自己跳进来才知道200亿都不够花。”</p><p>因为资金链撑不下去的不光是国内众多新造车企业,在海外也不乏碰了一鼻子灰的玩家。</p><p>2016年,戴森斥资25亿英镑(约人民币218亿元)正式启动了电动车项目,并从英菲尼迪、<a href=\"https://laohu8.com/S/AML.UK\">阿斯顿马丁</a>、捷豹路虎、梅赛德斯等全球顶尖车企招募众多人才造车。</p><p>然而在4年过去了,2020年5月戴森却突然宣布取消造车项目,戴森公司的创始人詹姆斯·戴森承认,“尽管我们在整个开发过程中都非常努力,但再也看不到其在商业上的可行性。”</p><p>200亿元到底行不行,其实看看特斯拉和国内这些新造车企业花了多少钱就够了。</p><p>从2003年到2019年,特斯拉公司15年累计亏损了50亿美元(约合327亿人民币)。按照李斌的说法,蔚来汽车截止到2020年第二季度,累计亏损额为220亿元。而2020年前三季度又累计亏损达39.8亿元。</p><p>以上市为限,小鹏汽车累计获得185亿人民币融资,理想汽车共募集资金约130亿人民币,蔚来汽车上市前共融资融资145亿。</p><p>显然这远远不够,在上市之后,这些造车企业还在持续融资。今年以来,蔚来、小鹏、理想三家造车新势力纷纷在高位<span>增发</span>融资。</p><p>近期,何小鹏表示,今年小鹏汽车累计募资额接近50亿美元。这个数据超过了小鹏汽车上市之前的融资总额。公开数据显示,蔚来汽车在2020年也通过3次增发可得48.7美元的融资,理想汽车也将通过增发获得13.6亿美元的资金。</p><p>虽然在此之前,智己汽车已获得上百亿融资,而东风集团近日也宣布将投70亿元用于支持岚图汽车发展。但对两位新玩家而言,上百亿的融资仅仅只是启动资金,未来还需要持续“弹药”。</p><p>不过在资金问题上,相较前辈们,第二轮新造车品牌似乎有备而来。</p><p>对于传统汽车厂商来说,雄厚的资金实力是它们的优势,同时为了分散投资风险,各家造车企业也纷纷找到了合作伙伴共同投资。</p><p>对比前后两轮电动车造车热潮,在上一轮新造车大潮中,主力更多是初创企业。这些企业的创始人有人具备传统汽车行业背景,也有人从互联网领域跨界而来,造车的经验为零。</p><p>比如,蔚来汽车创始人李斌和理想汽车创始人李想均来自汽车门户网站;而小鹏汽车创始人何小鹏创业前在<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>任职,与汽车行业几乎毫无关联。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201228195443807d235ibnimu892zz\"/><p>第一轮造车潮和第二轮造车潮参与者对比</p><p>如今,在新一轮造车潮参与者中,已经<a href=\"https://laohu8.com/S/YJ\">云集</a>了汽车、科技两大行业的巨头们,将电动车“汽车+科技”的特性表现得淋漓尽致。</p><p>例如“智己汽车”的出资方除了上汽和浦东张江,阿里巴巴也参与其中;长安的高端电动车品牌也将与宁德时代及华为合作。</p><p>而百度被传出在和吉利汽车、广汽集团、一汽红旗讨论成立合资公司。就连小米也被“谣传”与比亚迪联合造车,在社交媒体上,“青悦S1”被传的有鼻子有眼。</p><p>除了资金支持之外,新造车品牌要想成功还需要打造出用户认可的产品,这需要对于汽车行业和用户需求有着深刻的理解。</p><p>相比于第一轮造车企业许多门外汉相比,第二轮造车潮中很多企业都是传统企业厂商,并且在电动汽车领域有多年的积累,在技术上比较有优势。</p><p>但是在C端消费者的把握上却是传统企业厂商的弱点,在移动互联网时代如何接触用户、做好用户体验却是阿里巴巴、百度等互联网巨头的优势。因此对于智己汽车们来说,和互联网巨头的结合可以说是优势互补。</p><p>从总体上看,第二轮新造车企业相比上一轮的企业在资金、专业性、用户渠道上有着较强的优势,看起来似乎生存几率更大。</p><p>当然,这对于经历过艰难挣扎才存活下来的蔚来、小鹏、理想来说,未必是个好消息。</p><p>在岚图FREE汽车发布后,外界纷纷将这款车与理想ONE进行对比,认为对后者形成了挑战。</p><p>有意思的是,就在当天,理想汽车也对外宣布向用户交付超过3万辆理想ONE,表示创下了国内新能源车企首款车型最快交付记录。</p><p>不过对于增程式这个“小众”市场来说,岚图和理想第一要务可能还是共同做大市场而不是内斗,在官方层面上,双方也是呈现“惺惺相惜”。</p><p>就像李想在朋友圈里说的,“在一个领域有认真用心的新选手进入,绝对是好事情,可以快速增加这个领域的关注度和消费者的信心。”</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>第二波造车潮起,苹果、阿里、百度们为何都来了</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; 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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第二波造车潮起,苹果、阿里、百度们为何都来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-28 19:54 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201228195444773e857b&s=b><strong>全天候科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>编者按:本文来自微信公众号“全天候科技”,作者:张吉龙,未来汽车日报经授权发布。近期,苹果公司被传出将在2021年9月发布首款电动车Apple Car,这比原先规划至少提前了两年,其原型车已经在美国加州上路测试。供应商预计,明年Apple Car的出货量将初步释放,到2022年将“全面爆发”。苹果汽车假想图这一消息无论在汽车界还是科技界都引起了不小的震动。由蔚来、小鹏、理想等造车新势力领先的上一轮...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201228195444773e857b&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/38ce24331e38c2fd573aeb0067f50146","relate_stocks":{"AAPL":"苹果","BIDU":"百度","03086":"华夏纳指","09086":"华夏纳指-U","QNETCN":"纳斯达克中美互联网老虎指数","BABA":"阿里巴巴"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201228195444773e857b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2094205541","content_text":"编者按:本文来自微信公众号“全天候科技”,作者:张吉龙,未来汽车日报经授权发布。近期,苹果公司被传出将在2021年9月发布首款电动车Apple Car,这比原先规划至少提前了两年,其原型车已经在美国加州上路测试。供应商预计,明年Apple Car的出货量将初步释放,到2022年将“全面爆发”。苹果汽车假想图这一消息无论在汽车界还是科技界都引起了不小的震动。由蔚来、小鹏、理想等造车新势力领先的上一轮电动车大战才刚刚交出成绩单,眼下,新一轮造车大潮已经汹涌来袭。不止Apple Car,最近一段时间,诸如岚图汽车、智己汽车、极狐arcfox等一些陌生的电动车品牌已经开始在汽车市场上出现。站在这些新品牌背后的,不乏东风、上汽等传统汽车大集团,更活跃着阿里、华为、苹果等科技巨头的身影。尽管电动汽车距离技术成熟、替代燃油车还有相当长的距离,但是全球汽车企业全面转向电动化的趋势似乎已经不可逆转。汽车行业正在发生的这一变化类似于功能手机向智能手机的革命性转变,谁跑的慢谁就有可能是汽车界的“诺基亚”。当第二轮电动车造车热潮席卷而来,老牌汽车制造商和科技巨头们都在摩拳擦掌,新玩家们究竟有多少胜算?他们又会给电动汽车行业带来怎样的变化?这一次是谁在造车?12月18日,东风汽车集团(下称东风集团)旗下的高端电动汽车品牌岚图在深圳发布了首款量产车型“岚图FREE”。从7月份新品牌发布到其首款车型亮相,岚图汽车仅仅用了4个月的时间。12月18日东风集团发布岚图FREE在电动车造车上火急火燎的不光是东风集团,今年10月份,有媒体爆料上汽集团正在打造代号为“L”的全新电动智能汽车品牌。一个月之后,“L”项目以“智己汽车”的面目出现。近期,智己汽车方面透露,明年1月中旬,智己汽车将同时发布两款车;明年4月发布第三款产品,还将公布首款车型的购买方式,并接受限量预订;在年底开始少量交付。不难看出,在新一轮造车大潮中,传统的汽车厂商开始发力,成为主要的推动者,它们正在争先恐后地推出自己的独立电动汽车品牌。比如长城汽车的沙龙智行,广汽集团的广汽埃安,北汽新能源旗下ARCFOX极狐等。而科技巨头成为了重要参与者。今年11月,长安汽车董事长朱华荣也向外界透露,公司正携手华为、宁德时代,三方联合打造高端智能汽车品牌和高科技的高端产品,不久之后就会和大家见面。而就在上周,路透社报道称,百度正在考虑生产自己的电动汽车,并已与吉利汽车、广汽集团和一汽集团就这种可能性进行了谈判,或组建一家持有多数股权的合资企业,但尚未达成任何协议。不久前,网络上传出“小米即将发布和比亚迪联合出品的‘年轻人的第一辆汽车’——青悦S1,售价为84999元”的消息,同时还曝光了多张图片。但后来双方均已辟谣。虽然说上一轮新造车热潮中,百度、阿里等也参与了新造车企业的融资,可见相较“投资人”,这一次,科技巨头们更愿意作为一名深度参与者。更有科技巨头亲自下场独立造车,例如苹果。该公司在2014年就启动了“泰坦 ”项目,不过后来被搁置。但近期苹果公司被传出将在2021年9月发布首款电动车Apple Car,当前苹果已经向汽车零组件供应商提出了备货要求。实际上,在2-3年前,传统汽车企业在谈到新造车时还是不屑一顾的态度。比如在2018年央视举办的一个汽车论坛上,吉利汽车董事长李书福公开抨击“造车新势力”:“用互联网、电动汽车到处忽悠,我觉得很危险,老百姓那点钱赚的不容易。”李书福的言论在当时的汽车行业很有代表性,赢得了一些业内人士的支持,比如时任上汽集团副总裁的王晓秋也认为,“新势力造车不靠谱,造好车,一定需要时间沉淀、经验积累。”当时有汽车博主认为,在乐视汽车泡沫破灭、特斯拉深陷财务困境面前,新势力基本都是笑话,“市场已经不会给新势力们任何机会。”不过时至今日,传统汽车企业对于电动车造车的态度有了180度的大转弯——不再嘲笑,反而开始学习。比如作为一款大型智能电动SUV,“岚图FREE”的身上就有很多来自蔚来汽车、理想汽车的影子。在价格上,岚图定价不超40万元,与理想one、蔚来ES6相当;在动力上,两条腿走路,提供纯电动和增程电动两种动力方案;在外观、智能配置上也学习了新造车,比如拥有4种智能座舱模式,全系标配高级智能驾驶辅助系统;在销售上采取直营店渠道模式;也开发自己的app,通过社区的私域流量来维系客户。而智己汽车同样也学习了互联网社区的做法,表示用户将成为智己汽车价值链的核心驱动。智己汽车的用户将成为企业研发、生产、制造、营销等全业务链的驱动者。智能汽车先行者走向成功在新玩家加速进入电动车赛道的背后,整个汽车市场已发生了翻天覆地的变化。乘联会数据显示,11月,国内新能源车零售16.9万辆,同比增量为9.7万辆,同比增速136.5%。成为国内乘用车零售增长的核心动力。其中纯电动车11月零售销量为14.2万辆,同比增长145.4%。第一轮造车热潮中的代表蔚来汽车、小鹏汽车在11月份分别增长了109.3%、342%,蔚来汽车称这是自今年4月以来连续第八个月实现同比翻番。相比之下,燃油车销量额则处于不温不火甚至是负增长的状态。2020年1-11月部分新造车企业和传统汽车企业的销量增长情况对比在资本市场上,截至目前,新造车企业特斯拉、蔚来、小鹏、理想汽车的股价在年内分别增长了400%、1200%、130%和100%。新造车企业和几家传统汽车企业在2020年内的股价增长情况相比之下,东风集团、上汽集团、长安等传统车企的股价则弱得多。股价的上涨也带动了几家新造车企业的市值飙升。到目前为止,蔚来汽车市值已经超越了上汽集团,小鹏和理想也把长安东风集团甩在身后。截止12月23日,国内外知名汽车厂商市值情况2020年来以来,电动汽车们也摆脱了“造一辆亏损一辆的赔钱货”标签,蔚来汽车、小鹏汽车、理想汽车均陆续实现了毛利率转正。主要新造车玩家的毛利率正在迅速好转除了较早实现正毛利的理想汽车,蔚来汽车和小鹏汽车也在Q2和Q3宣布进入正毛利的区间,而理想汽车的在Q3的毛利更是高达19.8%,直逼特斯拉。汽车的世界变了电动汽车之所以走上风口,消费者需求的转变是其中重要原因。几个月之前,博主“电驹哥马连华”在微博上发起了一个小范围的投票——预算30-40万元,是买特斯拉Model 3、比亚迪汉这样的电动汽车,还是宝马3系级别的燃油车?“投票结果令我吃惊。”他表示。在479位参与投票的网友中,399人选择买电动汽车,占比83.2%;只有80人选择买燃油车,占比17%。不仅是在愿意花费30-40万元购车的中产群体中,电动汽车在下沉市场中也广受欢迎。中国电动汽车百人会副理事长兼秘书长张永伟曾表示,在江浙一带的农民,对电动汽车的接受度一年提高将近20%。有业内人士认为,电动车能有如此的接受度,原因不难理解。首先,电动汽车在很多地方具备不限牌、不限行的优势。比如在上海,由于燃油车牌照价格在10万左右,而电动车可以免费上绿牌,因此在有同样的预算时,燃油车购买者或还需要分出其中不菲的费用以购买牌照,电动车用户则可以用全部预算挑选到性能更好的汽车。从使用体验来看,电动车在加速性能和操控配置也都有很大的优势。价格在20-30万元档次的电动汽车,动力水平、百公里加速甚至可以与百万元以上的燃油车相媲美。“在现有的政策条件和法规法律条件下,传统的燃油车发动机越做越小、性能降低,同时用户对汽车性能、品质等需求不断提升。”岚图汽车科技公司首席执行官兼首席技术官卢放表示,岚图希望大功率的电驱动来解决矛盾。在智能化水平上,电动车也有明显的优势,在中高端电动车上,自动驾驶辅助系统开始成为标配,帮助司机解放双脚、降低疲劳,在减少追尾方面发挥作用。此外,在智能座舱配置上,电动车更加强大,功能更加丰富,有更多的可能性和拓展性。就此前被广为诟病的电动车电池性能问题,随着技术的迭代,目前电动汽车在续航里程方面的能力也大大提升。恒大研究院报告显示,纯电动乘用车平均续航里程从2017年第1批211.6km,持续提升到了2020年第7批的391.4km。除了新消费趋势变化,全球汽车产业从石化能源转向新能源也成为了重要趋势。燃油车所用的汽油柴油均提炼自石油,而当前石油的分布和汽车的市场部分极不匹配。全球石油分布主要集中在中东、俄罗斯等地区, 这些地方却不是汽车大国,反而欧盟、美国、中国等汽车保有量很大的地区对于燃油极为苛求。以中国为例,2019年中国原油对外依存度首次突破了70%,已经连续十年超过了50%的国际安全警戒线。而汽车是其中的耗油大户。据2019年公安部交通管理局数据,按照中国汽车保有量2.6亿辆、每辆汽车每年平均消耗1.8吨石油计算,2019年全国2.6亿辆汽车消耗石油4.68亿吨。按照2019年中国石油消耗总量约6.96亿吨的数据计算,我国汽车消耗石油的占比已接近70%。除了能源安全,电动车相对于燃油车还有减少污染的优势。同时,电池价格的迅速下降,也让电动汽车变得越来越便宜。行业研究机构彭博新能源财经的一份调查显示,2019年电动车电池平均价格相较2010年下降了89%。报告还预测,到2023年,每块电池的平均价格应降到每千瓦时101美元以下。在此背景下,最近几年来,全球主要经济体都纷纷出台叫停燃油车销售的时间表。今年11月2日,国务院办公厅印发《新能源汽车产业发展规划(2021-2035年)》,目标是到2025年,新能源汽车新车销售量达到汽车新车销售总量的20%左右,到2035年纯电动汽车成为新销售车辆的主流,公共领域用车全面电动化。在此情况之下,各大汽车公司也制定了停止生产燃油车的时间表。沃尔沃表示,从2030年开始,沃尔沃将只交付电动车;本田则将于2022年停止在欧洲销售汽油和柴油车型。在国内,长安、海马、北汽、日产等传统汽车厂商也表示将在2025年停止燃油车的售卖。对于这些品牌来说,剩下转型的时间显然已经不多了。谁能成为新一轮胜者?电动汽车前景虽普遍被看好,但是造车并非易事。根据网络上流传的一份统计显示,在上一轮新造车热潮中有近50个电动车品牌。但时过境迁,仅仅有少数品牌存活下来。这其中也给新玩家们留下了不少的警示。首先,对于造车企业来说,电动汽车是一个投入巨大的行业,需要长期的烧钱。李斌曾经表示,没200亿不要造车;而何小鹏则感叹,“以前看别人做车觉得100亿太夸张,现在自己跳进来才知道200亿都不够花。”因为资金链撑不下去的不光是国内众多新造车企业,在海外也不乏碰了一鼻子灰的玩家。2016年,戴森斥资25亿英镑(约人民币218亿元)正式启动了电动车项目,并从英菲尼迪、阿斯顿马丁、捷豹路虎、梅赛德斯等全球顶尖车企招募众多人才造车。然而在4年过去了,2020年5月戴森却突然宣布取消造车项目,戴森公司的创始人詹姆斯·戴森承认,“尽管我们在整个开发过程中都非常努力,但再也看不到其在商业上的可行性。”200亿元到底行不行,其实看看特斯拉和国内这些新造车企业花了多少钱就够了。从2003年到2019年,特斯拉公司15年累计亏损了50亿美元(约合327亿人民币)。按照李斌的说法,蔚来汽车截止到2020年第二季度,累计亏损额为220亿元。而2020年前三季度又累计亏损达39.8亿元。以上市为限,小鹏汽车累计获得185亿人民币融资,理想汽车共募集资金约130亿人民币,蔚来汽车上市前共融资融资145亿。显然这远远不够,在上市之后,这些造车企业还在持续融资。今年以来,蔚来、小鹏、理想三家造车新势力纷纷在高位增发融资。近期,何小鹏表示,今年小鹏汽车累计募资额接近50亿美元。这个数据超过了小鹏汽车上市之前的融资总额。公开数据显示,蔚来汽车在2020年也通过3次增发可得48.7美元的融资,理想汽车也将通过增发获得13.6亿美元的资金。虽然在此之前,智己汽车已获得上百亿融资,而东风集团近日也宣布将投70亿元用于支持岚图汽车发展。但对两位新玩家而言,上百亿的融资仅仅只是启动资金,未来还需要持续“弹药”。不过在资金问题上,相较前辈们,第二轮新造车品牌似乎有备而来。对于传统汽车厂商来说,雄厚的资金实力是它们的优势,同时为了分散投资风险,各家造车企业也纷纷找到了合作伙伴共同投资。对比前后两轮电动车造车热潮,在上一轮新造车大潮中,主力更多是初创企业。这些企业的创始人有人具备传统汽车行业背景,也有人从互联网领域跨界而来,造车的经验为零。比如,蔚来汽车创始人李斌和理想汽车创始人李想均来自汽车门户网站;而小鹏汽车创始人何小鹏创业前在阿里巴巴任职,与汽车行业几乎毫无关联。第一轮造车潮和第二轮造车潮参与者对比如今,在新一轮造车潮参与者中,已经云集了汽车、科技两大行业的巨头们,将电动车“汽车+科技”的特性表现得淋漓尽致。例如“智己汽车”的出资方除了上汽和浦东张江,阿里巴巴也参与其中;长安的高端电动车品牌也将与宁德时代及华为合作。而百度被传出在和吉利汽车、广汽集团、一汽红旗讨论成立合资公司。就连小米也被“谣传”与比亚迪联合造车,在社交媒体上,“青悦S1”被传的有鼻子有眼。除了资金支持之外,新造车品牌要想成功还需要打造出用户认可的产品,这需要对于汽车行业和用户需求有着深刻的理解。相比于第一轮造车企业许多门外汉相比,第二轮造车潮中很多企业都是传统企业厂商,并且在电动汽车领域有多年的积累,在技术上比较有优势。但是在C端消费者的把握上却是传统企业厂商的弱点,在移动互联网时代如何接触用户、做好用户体验却是阿里巴巴、百度等互联网巨头的优势。因此对于智己汽车们来说,和互联网巨头的结合可以说是优势互补。从总体上看,第二轮新造车企业相比上一轮的企业在资金、专业性、用户渠道上有着较强的优势,看起来似乎生存几率更大。当然,这对于经历过艰难挣扎才存活下来的蔚来、小鹏、理想来说,未必是个好消息。在岚图FREE汽车发布后,外界纷纷将这款车与理想ONE进行对比,认为对后者形成了挑战。有意思的是,就在当天,理想汽车也对外宣布向用户交付超过3万辆理想ONE,表示创下了国内新能源车企首款车型最快交付记录。不过对于增程式这个“小众”市场来说,岚图和理想第一要务可能还是共同做大市场而不是内斗,在官方层面上,双方也是呈现“惺惺相惜”。就像李想在朋友圈里说的,“在一个领域有认真用心的新选手进入,绝对是好事情,可以快速增加这个领域的关注度和消费者的信心。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398433539,"gmtCreate":1606927107621,"gmtModify":1703845509945,"author":{"id":"3512797351754284","authorId":"3512797351754284","name":"回锅肉跑步","avatar":"https://static.tigerbbs.com/645b87814060f2e30161c10de2edf6b4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"2020/12/03 交易笔记 by 回锅肉跑步","htmlText":"2020/12/03 成本 现价 浮动收益 拼多多(PDD) 132.86 141.27 6.33% 多多买菜 成功了吗","listText":"2020/12/03 成本 现价 浮动收益 拼多多(PDD) 132.86 141.27 6.33% 多多买菜 成功了吗","text":"2020/12/03 成本 现价 浮动收益 拼多多(PDD) 132.86 141.27 6.33% 多多买菜 成功了吗","images":[{"img":"https://static.tigerbbs.com/33c4a952e0e7ab806e98b8995fe124b0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398433539","isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":994018965,"gmtCreate":1566378477557,"gmtModify":1704714247146,"author":{"id":"3512797351754284","authorId":"3512797351754284","name":"回锅肉跑步","avatar":"https://static.tigerbbs.com/645b87814060f2e30161c10de2edf6b4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/994018965","repostId":"1103428477","repostType":2,"repost":{"id":"1103428477","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":1566378054,"share":"https://www.laohu8.com/m/news/1103428477?lang=&edition=full","pubTime":"2019-08-21 17:00","market":"us","language":"zh","title":"拼多多二季度营收72.9亿元人民币,大超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1103428477","media":"老虎资讯综合","summary":"市场预期营收为61.88亿元,去年同期27.09亿元。","content":"<p>8月21日消息,拼多多<a href=\"https://laohu8.com/S/PDD\">$(PDD)$</a>发布2019年第二季度财报:<span>二季度营收72.9亿元人民币,市场预期61.88亿元,去年同期27.09亿元。</span><img src=\"https://static.tigerbbs.com/816db65c5d255f262876ddabe61cd7ea\"><span>截至发稿,拼多多盘前股价涨4.08%。</span></p>\n<p><b>财报要点:</b></p>\n<p><span>第二季度净亏损10.03亿元人民币,市场预期亏损22.47亿元,去年同期亏损64.9亿元。</span></p>\n<p><span>第二季度每股亏损0.88元,去年同期每股亏损13.4元。</span></p>\n<p><span>截至6月30日的12个月内,活跃买家数为4.832亿,较2018 年同期的3.436亿同比增长41%。活跃买家的平均年消费额为1467.5元人民币,较去年同期的762.8元同比增长92%。</span></p>\n<p>截至6月30日的12个月内,商品交易总额(GMV)达7091亿元,同比增长171%。</p>\n<p><span>本季度平均月活跃用户(MAU)为3.66亿,比2018年同期的1.95亿增长88%。</span></p>\n<p><span>拼多多2019年Q2财报显示,平台各项核心数据保持强劲增长。</span></p>\n<p><img src=\"https://static.tigerbbs.com/51e35b48118c655b03996863fd9543fa\"></p>\n<p></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\" 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>拼多多二季度营收72.9亿元人民币,大超预期</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拼多多二季度营收72.9亿元人民币,大超预期\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\">2019-08-21 17:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月21日消息,拼多多<a href=\"https://laohu8.com/S/PDD\">$(PDD)$</a>发布2019年第二季度财报:<span>二季度营收72.9亿元人民币,市场预期61.88亿元,去年同期27.09亿元。</span><img src=\"https://static.tigerbbs.com/816db65c5d255f262876ddabe61cd7ea\"><span>截至发稿,拼多多盘前股价涨4.08%。</span></p>\n<p><b>财报要点:</b></p>\n<p><span>第二季度净亏损10.03亿元人民币,市场预期亏损22.47亿元,去年同期亏损64.9亿元。</span></p>\n<p><span>第二季度每股亏损0.88元,去年同期每股亏损13.4元。</span></p>\n<p><span>截至6月30日的12个月内,活跃买家数为4.832亿,较2018 年同期的3.436亿同比增长41%。活跃买家的平均年消费额为1467.5元人民币,较去年同期的762.8元同比增长92%。</span></p>\n<p>截至6月30日的12个月内,商品交易总额(GMV)达7091亿元,同比增长171%。</p>\n<p><span>本季度平均月活跃用户(MAU)为3.66亿,比2018年同期的1.95亿增长88%。</span></p>\n<p><span>拼多多2019年Q2财报显示,平台各项核心数据保持强劲增长。</span></p>\n<p><img src=\"https://static.tigerbbs.com/51e35b48118c655b03996863fd9543fa\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e42c16a083ab273c19aaae21cdb697a0","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103428477","content_text":"8月21日消息,拼多多$(PDD)$发布2019年第二季度财报:二季度营收72.9亿元人民币,市场预期61.88亿元,去年同期27.09亿元。截至发稿,拼多多盘前股价涨4.08%。\n财报要点:\n第二季度净亏损10.03亿元人民币,市场预期亏损22.47亿元,去年同期亏损64.9亿元。\n第二季度每股亏损0.88元,去年同期每股亏损13.4元。\n截至6月30日的12个月内,活跃买家数为4.832亿,较2018 年同期的3.436亿同比增长41%。活跃买家的平均年消费额为1467.5元人民币,较去年同期的762.8元同比增长92%。\n截至6月30日的12个月内,商品交易总额(GMV)达7091亿元,同比增长171%。\n本季度平均月活跃用户(MAU)为3.66亿,比2018年同期的1.95亿增长88%。\n拼多多2019年Q2财报显示,平台各项核心数据保持强劲增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}