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Y大牛牛
2022-07-22
$特斯拉(TSLA)$
为什么今天会涨 林志颖还在医院呢
Y大牛牛
2020-07-21
$Immuron Ltd(IMRN)$
怎么就坐不上这车
Y大牛牛
2020-06-02
$Zoom(ZM)$
现在能进吗
Y大牛牛
2021-12-03
$滴滴(DIDI)$
把老柳拉出来 五马分尸
Y大牛牛
2020-07-06
$蔚来(NIO)$
一直拿着不准备丢 要么让我一无所有
Y大牛牛
2020-06-10
$Immuron Ltd(IMRN)$
这样让我怎么上车
Y大牛牛
2020-06-04
$蔚来(NIO)$
今晚还是大涨
Y大牛牛
2020-06-09
$赫兹(HTZ)$
怎么不跌了
Y大牛牛
2019-07-12
$优信(UXIN)$
使劲的冲 冲 冲
Y大牛牛
2020-05-28
$蔚来(NIO)$
开盘跌还是涨
Y大牛牛
2020-10-19
$开心汽车(KXIN)$
不能空
Y大牛牛
2020-04-21
$蔚来(NIO)$
来个逆袭不好吗
Y大牛牛
2020-12-23
$ContextLogic Inc.(WISH)$
什么时间暴涨
Y大牛牛
2020-10-23
$蔚来(NIO)$
好多大神都能预测跌倒什么价位了,是不是赚了不少了,这么牛逼。
Y大牛牛
2020-05-26
$蔚来(NIO)$
今晚 破4 你牛逼了
Y大牛牛
2019-05-29
$优信(UXIN)$ 如何是好
Y大牛牛
2020-06-04
$蔚来(NIO)$
老美有动作啊
Y大牛牛
2022-08-30
$AMC院线(AMC)$
没人了吗?
Y大牛牛
2021-02-05
$蔚来(NIO)$
又控盘吗
Y大牛牛
2020-08-11
$蔚来(NIO)$
中小单跑 大单吸
去老虎APP查看更多动态
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蔚来提及,在需求增加的推动下,公司的新订单数量在8月达到了历史最高水平,但生产方面,尤其是ES6和EC6的制造,因供应链受限,受到了很大的影响。同时考虑到后续半导体供应的不确定性,蔚来下调第三季度的交付前景,从原来的23000辆~25000辆下调至22500辆~23500辆。</p><p> 蔚来表示,受疫情影响,ES6/EC6的A/B柱内饰板单一供应商南条全兴工厂停产了一段时间;马来西亚的疫情影响了ST<a href=\"https://laohu8.com/S/STM\">意法半导体</a>的芯片生产,该公司是博世ESP的供应商,从而影响了博世对蔚来ESP的供应。</p><p> 此前博世(中国)投资有限公司执行副总裁徐大全的一则朋友圈在网上流传,在文中徐大全表示,由于马来西亚疫情严重,某半导体芯片供应商的马来西亚Muar工厂继之前数周关厂,再度被当地政府要求关闭部分生产线至 8月21日,这将导致博世ESP/IPB、VCU、TCU等芯片受到直接影响。</p><p> <strong>小鹏P7表现强势</strong></p><p> <a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>(9868.HK/XPEV.US)8月份共交付7214辆车,同比增长172%,环比减少10.27%,其中包括6165辆P7以及1049辆G3。1月份到8月份,小鹏累计交付45992辆,同比增长334%。P7持续强势表现,8月份再创月度新高,同比增长209%。</p><p> 小鹏汽车称,公司完成了G3到G3i的生产切换,因此G3的部分订单在8月份受到影响,预计G3i将于9月份开始交付。此外,公司推出的第三款量产车型P5,也将在10月份开始交付。</p><p> 据悉,小鹏肇庆工厂已经于8月份开始每天安排两个生产班次。肇庆工厂二期扩建项目已经启动,在明年上半年内,肇庆工厂设计产能将提高到每年超过20万辆;广州工厂建设进展顺利,预计明年三季度可以正式开始量产。</p><p> <strong>理想月交付量创新高</strong></p><p> 相比之下,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>(02015.HK/LI.US)的交付量不降反增,今年8月份交付9433辆理想ONE,同比增长248.0%,环比增长9.8%,再创公司的月度交付新纪录。2021年前8个月,理想ONE总交付量已达48176辆,自推出该车型以来,累计交付量已达81773辆。</p><p> 据理想汽车披露,截至2021年8月31日,公司已有114家零售中心,覆盖69个城市;售后维修中心及理想汽车授权钣喷中心194家,覆盖143个城市。</p><p contenteditable=\"false\" loaded=\"success-image\"><img src=\"http://e.thsi.cn/img/275d78cafcb7e4a4\"/></p><p> 银柿财经记者发现,今年上半年,蔚来的月交付量一直处于领先位置,但在7月份、8月份却排名垫底。理想则在5月份2021款理想ONE上市后“奋起直追”,在6月份超越小鹏,7月份、8月份连续两月位居第一。</p><p> 在公布交付数据之后,尽管有喜有忧,但三家公司在美股盘前却普遍下跌。截至发稿,蔚来大跌5.04%,小鹏汽车下跌2.73%,理想汽车微跌0.1%。</p>\n<p><strong>关注<a href=\"https://laohu8.com/S/300033\">同花顺</a>财经(ths518),获取更多机会</strong></p>\n<span></span>\n<div><span>责任编辑:cjh</span></div>\n</div></body></html>","source":"tonghuashun","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 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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\">\n8月份理想交付量持续领先 小鹏、蔚来环比下降\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 22:42 北京时间 <a href=http://stock.10jqka.com.cn/20210901/c632382471.shtml><strong>银柿财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月1日,造车新势力“蔚小理”公布了8月份各自的交付数据,理想连续两月拔得头筹,蔚来、小鹏环比均有下降。 蔚来受限下调预期 蔚来汽车(NIO.US)公布的数据显示,8月份共交付了5880辆汽车,同比增长48.3%,环比减少25.86%,包括1738辆ES8、2342辆ES6以及1800辆EC6。截至8月31日,上述三种车型累计共交付131408辆。 蔚来提及,在需求增加的推动下,公司的新订单...</p>\n\n<a href=\"http://stock.10jqka.com.cn/20210901/c632382471.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/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"09868":"小鹏汽车-W","NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"http://stock.10jqka.com.cn/20210901/c632382471.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2164818061","content_text":"9月1日,造车新势力“蔚小理”公布了8月份各自的交付数据,理想连续两月拔得头筹,蔚来、小鹏环比均有下降。 蔚来受限下调预期 蔚来汽车(NIO.US)公布的数据显示,8月份共交付了5880辆汽车,同比增长48.3%,环比减少25.86%,包括1738辆ES8、2342辆ES6以及1800辆EC6。截至8月31日,上述三种车型累计共交付131408辆。 蔚来提及,在需求增加的推动下,公司的新订单数量在8月达到了历史最高水平,但生产方面,尤其是ES6和EC6的制造,因供应链受限,受到了很大的影响。同时考虑到后续半导体供应的不确定性,蔚来下调第三季度的交付前景,从原来的23000辆~25000辆下调至22500辆~23500辆。 蔚来表示,受疫情影响,ES6/EC6的A/B柱内饰板单一供应商南条全兴工厂停产了一段时间;马来西亚的疫情影响了ST意法半导体的芯片生产,该公司是博世ESP的供应商,从而影响了博世对蔚来ESP的供应。 此前博世(中国)投资有限公司执行副总裁徐大全的一则朋友圈在网上流传,在文中徐大全表示,由于马来西亚疫情严重,某半导体芯片供应商的马来西亚Muar工厂继之前数周关厂,再度被当地政府要求关闭部分生产线至 8月21日,这将导致博世ESP/IPB、VCU、TCU等芯片受到直接影响。 小鹏P7表现强势 小鹏汽车(9868.HK/XPEV.US)8月份共交付7214辆车,同比增长172%,环比减少10.27%,其中包括6165辆P7以及1049辆G3。1月份到8月份,小鹏累计交付45992辆,同比增长334%。P7持续强势表现,8月份再创月度新高,同比增长209%。 小鹏汽车称,公司完成了G3到G3i的生产切换,因此G3的部分订单在8月份受到影响,预计G3i将于9月份开始交付。此外,公司推出的第三款量产车型P5,也将在10月份开始交付。 据悉,小鹏肇庆工厂已经于8月份开始每天安排两个生产班次。肇庆工厂二期扩建项目已经启动,在明年上半年内,肇庆工厂设计产能将提高到每年超过20万辆;广州工厂建设进展顺利,预计明年三季度可以正式开始量产。 理想月交付量创新高 相比之下,理想汽车(02015.HK/LI.US)的交付量不降反增,今年8月份交付9433辆理想ONE,同比增长248.0%,环比增长9.8%,再创公司的月度交付新纪录。2021年前8个月,理想ONE总交付量已达48176辆,自推出该车型以来,累计交付量已达81773辆。 据理想汽车披露,截至2021年8月31日,公司已有114家零售中心,覆盖69个城市;售后维修中心及理想汽车授权钣喷中心194家,覆盖143个城市。 银柿财经记者发现,今年上半年,蔚来的月交付量一直处于领先位置,但在7月份、8月份却排名垫底。理想则在5月份2021款理想ONE上市后“奋起直追”,在6月份超越小鹏,7月份、8月份连续两月位居第一。 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