绝不追高的个人主页 - 老虎社区

绝不追高

绝不追高

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2024-08-05

$黑芝麻智能(02533)$ 车载大算力出货全球第三，稳稳的

2021-08-24

$TuSimple Holdings Inc.(TSP)$割的明目张胆

2021-07-29

$滴滴(DIDI)$轧空[笑哭]

2021-07-29

$滴滴(DIDI)$[笑哭]

2021-07-29

$滴滴(DIDI)$空头惨了

2021-07-29

$滴滴(DIDI)$佩服佩服，操作真6 用募资上市得到的钱私有化

2021-06-22

$台积电(TSM)$大摩一直是台积电最大的空头[微笑]

2021-06-21

$中远海控(01919)$對標長榮，看好中遠

2021-06-04

$百度(BIDU)$ 不到9的市盈率，怎么做到的

2021-06-02

$理想汽车(LI)$理想是怂货三选一选了你

2021-06-02

$理想汽车(LI)$ 买三傻股票最恐怖的就是资讯经过粉饰，比如理想4月卖5522辆，5月卖4000多辆，明明销量下降，我硬是花了十几分钟翻到一个月之前的新闻，才找到4月份销量，才知道环比下降。蔚来也是类似的情况。

2021-05-25

$中国中药(00570)$唉，又要下去了[捂脸]

2021-05-18

$爱奇艺(IQ)$溜了

2021-03-29

$哔哩哔哩-SW(09626)$成本价能溜了吗[笑哭]

2021-03-27

$知乎(ZH)$挂10.5出了[笑哭] [捂脸]

2021-03-23

$小米集团-W(01810)$建仓！拥抱核心资产[开心]

2021-03-18

$涂鸦智能(TUYA)$挂35睡了[微笑]

2021-03-05

$思摩尔国际(06969)$割了割了[捂脸]

2021-02-11

$Churchill Capital Corp IV(CCIV)$下车了，跌了再入，美股机会很多，没必要一直跟着它挣钱

2021-02-05

$荔枝(LIZI)$相比快手，荔枝便宜到白菜价

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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状元与榜眼的正面对决，小鹏和蔚来的差距有多大？\n</h2>\n<h4 class=\"meta\">\n\n\n2021-01-14 14:50 北京时间   <a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-01-14/doc-ikftpnnx7048786.shtml\"><strong>界面新闻</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>原标题：状元与榜眼的正面对决，小鹏和蔚来的差距有多大？1月12日上午，小鹏汽车与广东的五家银行正式达成战略合作关系，五家银行将联合向小鹏汽车提供128亿元人民币的授信额度，用以支持小鹏汽车的业务运营及生产；当天晚上，小鹏汽车的股价就暴涨了22%，总市值高达428.92亿。从股票上来看，小鹏汽车虽然是国内造车新势力中仅次于蔚来汽车的第一梯队企业，但是它们的市值却有着不小的差距，要知道蔚来汽车的市值...</p>\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-01-14/doc-ikftpnnx7048786.shtml\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/31b71d696bed7d7f2622aa052fa49f99","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-01-14/doc-ikftpnnx7048786.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2103181298","content_text":"原标题：状元与榜眼的正面对决，小鹏和蔚来的差距有多大？1月12日上午，小鹏汽车与广东的五家银行正式达成战略合作关系，五家银行将联合向小鹏汽车提供128亿元人民币的授信额度，用以支持小鹏汽车的业务运营及生产；当天晚上，小鹏汽车的股价就暴涨了22%，总市值高达428.92亿。从股票上来看，小鹏汽车虽然是国内造车新势力中仅次于蔚来汽车的第一梯队企业，但是它们的市值却有着不小的差距，要知道蔚来汽车的市值可是高达967亿美元，前几天甚至一度突破了千亿美元啊！既然市值已经体现出了两家造车新势力的差距，那么在发展战略、产品技术、销量成绩以及服务等方面，小鹏汽车和蔚来汽车又相差多远呢？两大巨头的发展战略蔚来汽车和小鹏汽车这两家造车新势力中的状元、榜眼目前无论是产品的发展路线还是定位都完全不同，这一点从两家造车新势力产品推出的情况就可以看出来。小鹏汽车的发展路线和小米其实有着异曲同工之妙。它刚开始以“年轻人的第一款新能源汽车”为名，通过小鹏G3以高性价比和不俗的产品力开拓市场；当小鹏汽车在造车新势力中站稳脚跟，有了一定的品牌影响力之后，再逐步完成品牌向上，推出定位更高、更能体现小鹏汽车技术实力的小鹏P7。蔚来汽车的品牌发展策略跟小鹏汽车截然相反，它成立之初就推出了性能足以让全世界为之震惊的天价玩具——EP9，为自己定下了高端、豪华、性能的品牌基调。当全世界都还在为EP9这款中国超跑感到惊叹的时候，蔚来汽车又推出了售价相对“亲民”的ES8(现款车型售价区间为46.8万～62.4万元)，正式坐实了蔚来汽车的高端。接下来的两年时间里，蔚来汽车又先后推出了ES6（中型SUV）、EC6（中型跨界SUV）以及ET7（中大型轿车）等在各个领域进一步下探的产品。通过分析可以看出，蔚来汽车定调高端，并且旗下产品正在有条不絮地扩张、下探。虽然目前蔚来汽车的主要车型售价都集中在35～60万元之间，而小鹏汽车目前主攻的依然是15万～35万元的新能源汽车市场；但是蔚来汽车未来肯定会推出“ES4”、“EC4”、“ET5”之类的品牌向下车型，小鹏汽车在P7已经站稳脚跟的情况下，也已经推出了P7鹏翼版向更高端的新能源汽车市场试水。蔚来汽车和小鹏汽车的产品虽然目前还不会产生直接的竞争关系，但是这两家截然不同的造车新势力在未来的正面交锋已是近在眼前。品牌向下带来的优势小雷认为：高端品牌想要向下发展远比“平民”品牌向上发展要轻松写意得多。关于品牌向下，特斯拉就是一个十分典型的案例，特斯拉仅仅用了几年的时间就将它的高端、性能以及科技刻入了消费者的骨髓，带来的效果就是消费者在意它的品牌而忽视它的不足。以去年争议最大的特斯拉Model 3为例，Model 3去年疯狂的降价造成了三种不同的效果：受到威胁的车企人心惶惶、特斯拉的用户跳脚骂娘、特斯拉的粉丝眼神狂热。刨去品牌效应，从产品本身的车身尺寸、配置、功能等方面来看，售价高达26.574万的Model 3都不是国内同价位的比亚迪汉、小鹏P7等国货的对手，那么为什么它的降价会在业内引起这么大的惊涛骇浪呢？很简单，主要还是因为品牌效应。同样是品牌向下，蔚来汽车和特斯拉又有很大区别。相比起视用户如“韭菜”的特斯拉，蔚来汽车除了有着高端定位的品牌优势之外，其“海底捞”式的服务也让人广为称赞。蔚来的服务从第一次进店咨询、试驾，再到提车后的态度、NIO house的会员体验以及积极的问题反馈都能让用户迅速产生强烈的“身份认同感”。优质的服务是蔚来汽车与生俱来的特质，也是蔚来汽车真正的王牌。并且这张王牌在未来也将会随着品牌向下，让更多的消费者享受到这种优质的服务，而这样的服务也是小鹏汽车这些向上发展亟待琢磨的重点。以自动驾驶为战场在这个提倡汽车新四化的时代，如果哪家车企推出新产品时，不宣传一下自家产品的自动驾驶技术都不好意思说自己发布的是一款新车，而这个现象在造车新势力当中尤为突出。下面，我们就来看看蔚来汽车和小鹏汽车的自动驾驶技术谁更优秀。小鹏P7搭载的XPILOT 3.0自动驾驶辅助系统在感知硬件方面匹配了14个摄像头、5个毫米波雷达以及12个超声波雷达，组成了业界唯一的360°双重感知融合系统；在定位层面使用了厘米级高精定位+分米级的高德高精地图，可以有效提升车辆在立交桥、隧道以及恶劣天气下自动驾驶的安全性和稳定性。另外，XPILOT 3.0自动驾驶辅助系统还拥有一颗来自NVIDIA的Xavier计算平台作为自动驾驶的“大脑”，每秒最高可以进行30万亿次运算。一套高强度、高冗余的硬件设备，再加上小鹏自研的核心算法，可以做到让车辆高成功率、高安全性的自主变道，更加贴近人类的“安全驾驶技巧”。从硬件上来看，XPILOT 3.0就是目前国内最强的量产自动驾驶辅助系统。小鹏汽车可以说是国内最重视研发的车企之一，它在自动驾驶方面能够拥有这么高的造诣，和它花费巨资潜心研发有着密切的关系。早在2019年，小鹏汽车就在研发自动驾驶和操作系统上投入了20.7亿元，研发费用占据公司总收入的89.2%。相比起小鹏汽车早已实现量产的XPILOT 3.0自动驾驶辅助系统，蔚来汽车在1月9日发布了旗下最新的自动驾驶技术NAD，这项技术基于NIO Aquila蔚来超感系统和NIO Adam蔚来超算平台打造而来。其中NIO Aquila蔚来超感系统配备了包括11个800万像素的高清摄像头、1个超远距高精度激光雷达、5个毫米波雷达、12个超声波雷达、2个高精度定位单元、1个车路协同感知和1个增强主驾感知；NIO Adam蔚来超算平台配备了四颗英伟达 Drive Orin芯片，算力高达1016万亿次。通过对比小鹏汽车和蔚来汽车自动驾驶技术的硬件和数据就会发现，蔚来汽车的自动驾驶技术已经全面超越了小鹏汽车。但是有一点需要注意的是，小鹏汽车的自动驾驶技术早已实现量产，而搭载NAD自动驾驶技术的蔚来ET 7最快都要等到今年第四季度才能开始交付，而小鹏汽车搭载激光雷达的车型预计也将会在今年10月份投产，在小雷看来，小鹏和蔚来的自动驾驶技术之争应该是在伯仲之间。不一样的能源补给方式为了解决用户里程焦虑的问题，小鹏汽车的扛把子何小鹏曾经表示：“只要有充足的资金，小鹏汽车就会进一步加强品牌、销售以及充电网络方面的投资。”事实上我们也确实看到了小鹏汽车“有钱”了以后的动作。小鹏汽车在2020年9月底发布了超充免费加电计划，在12月29日，小鹏汽车仅用了95天就实现了在100个城市、670个站点的终身免费充电服务，成为了行业中最快实现终身免费充电的造车企业。纯电动汽车能源补给这方面，蔚来汽车一直有着它自己独到的见解——换电+超充。为了给用户带来更加舒心的出行体验，蔚来汽车在2020年新建了49座换电站，80座超充站。截止到目前，蔚来汽车已经在国内建成了172座换电站和100座超充站。值得一提的是，蔚来汽车的换电设计不仅承担着快速换电作用，另外还可以对产品电池进行及时更新，避免了因为电池技术过时而无法更换带来的缺憾。两位好学生的年度成绩单汽车销量是每一家车企体现业绩最直观的方式，小鹏汽车在2020年累计交付了27041辆新车，同比增长了112%；其中12月单月交付了5700辆新车，同比增长高达326%，打破了小鹏汽车的月销量记录。和小鹏汽车相比，蔚来汽车在2020年的销量成绩更加漂亮，它在2020年累计交付了43728辆新车，同比增长了121%；其中12月份交付了7007辆，连续5个月创造了单月交付纪录。蔚来汽车和小鹏汽车身为造车新势力的冠军和榜眼，虽然它们的一年的销量可能还不及神车五菱宏光MINI EV两个月的销量，但是他们在过去的一年里都已经完成了毛利转正，这也就意味着它们都已经在汽车领域站稳了脚跟，我们有理由相信它们目前只是缺少时间和成长。总结通过上面的对比我们可以发现，尽管小鹏和蔚来同属造车新势力，但是它们却有着极大的差异。从产品发展路线来看，小鹏汽车明显属于稳扎稳打，稳步向上的类型，它的行事作风更像是目前国内传统车企冲击高端市场的姿态。原本就定位高端的蔚来汽车则是以非常高调的姿态出场，这种入局就要做到最好的姿态风险固然极大（老贾的法拉第·未来就是个典型案例），但是一旦做活了，那么它的实力就足以傲视群雄，事实上蔚来汽车确实也做到了在国内造车新势力中傲视群雄。所以小雷认为，蔚来汽车想要进一步品牌向下延伸，我想它凭借着自身高端的品牌效应和优质的服务，应该很快就能在它所想要的领域占据一片市场，那时的汽车市场说不定又是一片血雨腥风；而小鹏汽车想要向上发展追上蔚来汽车，那必将会是一场苦战，毕竟在国内想要向上发展的车企已经是数不胜数，但是真正能够成功的却是少之又少。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2030,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560130928228615","authorId":"3560130928228615","name":"减肥的小猫咪","avatar":"https://static.tigerbbs.com/41f589440331155b01570300a4b6a9bf","crmLevel":1,"crmLevelSwitch":0,"idStr":"3560130928228615","authorIdStr":"3560130928228615"},"content":"说实话就国内这路况别说自动驾驶了，不敢用","text":"说实话就国内这路况别说自动驾驶了，不敢用","html":"说实话就国内这路况别说自动驾驶了，不敢用"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808940196,"gmtCreate":1627553128415,"gmtModify":1627553128415,"author":{"id":"3516431694623466","authorId":"3516431694623466","name":"绝不追高","avatar":"https://static.tigerbbs.com/0776ba3b06a03f460adf980f89a01b80","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516431694623466","authorIdStr":"3516431694623466"},"themes":[],"htmlText":"<a 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