上行的个人主页 - 老虎社区

上行

小白

IP属地：山东

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1主题

0勋章

2021-01-11

$蔚来(NIO)$一年前预测蔚来的市值十年内能到一千亿美金，没想到一年后就达到了，这崛起的速度大大超出我的预期，太疯狂了

2020-04-13

鲶鱼已经变成鲨鱼了

特斯拉拿“爆品”突袭中国，谁的末日？

2020-01-10

$蔚来(NIO)$$特斯拉(TSLA)$纵观现今跌宕起伏，拉长时间刻度，大胆预测，十年后特斯拉市值破万亿美金，蔚来市值破千亿美金。立贴为证，希望到时候老虎证券🐯还在

2020-01-01

$蔚来(NIO)$个人认为可以短期做空蔚来，一是股价飙升太快，价格虚高；二是国产特斯拉将大规模交付，三是蔚来还在巨额亏损，毛利率为负。

2020-01-01

$小米集团-W(01810)$2020年，小米将迎来高光时刻

2019-08-02

$蔚来(NIO)$ 短期波动属实看不懂（这是技术活），但长期看涨~

2019-07-10

$超威动力(00951)$ 咋没人发帖？

2019-07-03

$蔚来(NIO)$ 蔚来疯了~

去老虎APP查看更多动态

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3，用以供应中国和亚洲其他地区市场。</p><p>但疫情的到来，对供应链和特斯拉的全球策略产生了很大影响。刚刚建成不到一年，特斯拉就迅速提升了中国工厂的作用，以 Model 3 全系车型国产化，进一步扩大国内需求，在面对疫情这个长久战的时期，将中国工厂的产能提升到满负荷，以降低成本带来更多的产品力。</p><p>但特斯拉国产化的提升以及价格的不断下探，很多网友不禁为国内刚刚成长起来的新造车而担忧。</p><p>搅动的「鲶鱼」</p><p>特斯拉其实一直是中国新造车们的「盟友」。</p><p>特斯拉依靠更广泛的知名度和新造车们一起，推动消费者对于电动汽车以及「智能」电动汽车的认知理解。「特斯拉更像一条鲶鱼，它倒逼国内的企业认真做 C 端的用户，认真做产品。」李想前两天在对话雪球方三文的时候说，「对于认真的从业者而言，短期看是有压力，但长期看绝对是好事。」</p><img src=\"http://inews.gtimg.com/newsapp_match/0/11468128446/0\"/><p>马斯克发布推文：「祝贺特斯拉团队制造了我们第 100 万辆汽车！」| <a href=\"https://laohu8.com/S/TWTR\">Twitter</a></p><p>以国内<a href=\"https://laohu8.com/S/NIO\">蔚来</a>的明星爆款产品 ES6 来说，很多人认为它会受到 Model 3 这次国产化的影响。但它和 Model 3 其实是完全不同的两款产品。产品层面上，一个是偏紧凑型的轿车，一个是中型 SUV，从空间和<a href=\"https://laohu8.com/S/DLX\">豪华</a>感上面就很容易把两车区分开。</p><p>甚至还有人说，特斯拉为蔚来的销量做了不少贡献。「特斯拉和马斯克的知名度扩大了关注电动车的人，很多人开始对特斯拉感兴趣了，但是他发现 Model 3 比较小，我想买辆 SUV，于是很多人就去买了蔚来 ES6 了。」一位汽车行业从业者说。</p><p>而从产品力来看，蔚来即将上市的 100 千瓦时电池包也帮助 ES6 车型 NEDC 续航全系超过 600 公里。这也在数据上不断缩小与特斯拉的续航差距。</p><p>同时，蔚来依靠独特的「用户企业」定位，以及换电和电池灵活租赁政策，包括「可充可换可升级」这种全新的独有的电池升级策略，都与特斯拉保持了很强的差异化体验。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/11576497574/0\"/><p>蔚来 ES6 在换电站中进行换电 | 蔚来官网</p><p>可以说是差异显著的两款产品，但不妨碍的是，他们一起在强化电动汽车的加速性能、NVH、用车成本上的品类优势。</p><p>特斯拉这次公布「补贴后」价格也是打击对手的一个小手段。而蔚来的「电池服务化」和「按需升级」策略也可以看做是在「价格体系」上冲击对手的法宝。</p><p>只是这个「对手」并不是特斯拉与蔚来，而是传统的燃油汽车。</p><p>「我们很快就会看到电池成本降低带来的一个边界，那就是燃油车节省一两年的油费就能完全 cover 纯电动汽车整个电池的成本。」李斌在去年接受极客公园采访的时候说，「到明年，没有补贴的情况下，我相信电动汽车对比传统汽油车，基本在价格优势上就已经能够形成很强的驱动力。」</p><p>「一身冷汗」的 BBA？</p><p>这一次真正「一身冷汗」的车企其实是 BBA（宝马、奔驰、奥迪）。</p><p>根据中国乘联会的数据，特斯拉 3 月中国汽车销量为 10160 辆。而对比 2019 年的数据，2019 年 3 月奔驰 C 级 14015 辆、宝马 3 系 15820 辆、奥迪 A4L 14351 辆。</p><p>特斯拉作为电动汽车领域的头部力量，它已经在开始动摇同级别燃油汽车的市场份额了，而这一次是在这个全球最大的「中国市场」里发生的。Model 3 全系车型国产化的实现，对于电动汽车市场来说一定会加速为 2020 年的中国市场带来不同的格局。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/11576497575/0\"/><p>在美国市场也同样已经展现出 Model 3 这款爆品的实力 | Clean Technica</p><p>对于 BBA 来说，它们的电动产品也都刚刚亮相，这更是对电动汽车市场的一种推动。对于这个百年汽车产业来说，2019 年它的「地基」首次开始了动摇，电动化产品逐一落地。对于这个不寻常的 2020 年来说，也许是时候用「销量」来替电动和智能做一次实在的背书了。</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>特斯拉拿“爆品”突袭中国，谁的末日？</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 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class=\"title\">\n特斯拉拿“爆品”突袭中国，谁的末日？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-12 21:53 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20200412215638792d7019&s=b><strong>极客公园</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉的老用户们又酸了，准车主们又笑了。4 月 10 日，中国制造的特斯拉 Model 3 又上线了两个「爆款」版本。国产 Model 3 长续航后轮驱动版正式开启预订，续航 668 公里，补贴后售价 339050 元起。同时，Model 3 高性能全轮驱动版也将国产，售价人民币 419800 元起。特斯拉在微博上公布中国制造的新版本 Model 3 | 微博截图比起之前的国产的 Model 3 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20200412215638792d7019&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/70e102e507c2847f752c0a95880de78e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20200412215638792d7019&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2026260224","content_text":"特斯拉的老用户们又酸了，准车主们又笑了。4 月 10 日，中国制造的特斯拉 Model 3 又上线了两个「爆款」版本。国产 Model 3 长续航后轮驱动版正式开启预订，续航 668 公里，补贴后售价 339050 元起。同时，Model 3 高性能全轮驱动版也将国产，售价人民币 419800 元起。特斯拉在微博上公布中国制造的新版本 Model 3 | 微博截图比起之前的国产的 Model 3 标准续航升级版，这个新的长续航后驱版只贵了 4 万左右的价格，但却多了超过 200 公里的续航，以及一些内饰配置与高配版相同，性价比再次升级。而之前买了进口 Performance 高性能全轮驱动版的用户更是没想到它会国产，价格大幅下探。这两个「爆款」配置的国产化，背后其实是特斯拉对于中国超级工厂的原有策略的大调整。2019 年 1 月，特斯拉上海工厂刚刚宣布动工建设时，马斯克还在呼吁「Model 3 的高配款价格明年会跟今年一样，我希望人们不要观望，或者说等着降价。」甚至还明确，中国上海超级工厂将只生产低配版 Model 3，用以供应中国和亚洲其他地区市场。但疫情的到来，对供应链和特斯拉的全球策略产生了很大影响。刚刚建成不到一年，特斯拉就迅速提升了中国工厂的作用，以 Model 3 全系车型国产化，进一步扩大国内需求，在面对疫情这个长久战的时期，将中国工厂的产能提升到满负荷，以降低成本带来更多的产品力。但特斯拉国产化的提升以及价格的不断下探，很多网友不禁为国内刚刚成长起来的新造车而担忧。搅动的「鲶鱼」特斯拉其实一直是中国新造车们的「盟友」。特斯拉依靠更广泛的知名度和新造车们一起，推动消费者对于电动汽车以及「智能」电动汽车的认知理解。「特斯拉更像一条鲶鱼，它倒逼国内的企业认真做 C 端的用户，认真做产品。」李想前两天在对话雪球方三文的时候说，「对于认真的从业者而言，短期看是有压力，但长期看绝对是好事。」马斯克发布推文：「祝贺特斯拉团队制造了我们第 100 万辆汽车！」| Twitter以国内蔚来的明星爆款产品 ES6 来说，很多人认为它会受到 Model 3 这次国产化的影响。但它和 Model 3 其实是完全不同的两款产品。产品层面上，一个是偏紧凑型的轿车，一个是中型 SUV，从空间和豪华感上面就很容易把两车区分开。甚至还有人说，特斯拉为蔚来的销量做了不少贡献。「特斯拉和马斯克的知名度扩大了关注电动车的人，很多人开始对特斯拉感兴趣了，但是他发现 Model 3 比较小，我想买辆 SUV，于是很多人就去买了蔚来 ES6 了。」一位汽车行业从业者说。而从产品力来看，蔚来即将上市的 100 千瓦时电池包也帮助 ES6 车型 NEDC 续航全系超过 600 公里。这也在数据上不断缩小与特斯拉的续航差距。同时，蔚来依靠独特的「用户企业」定位，以及换电和电池灵活租赁政策，包括「可充可换可升级」这种全新的独有的电池升级策略，都与特斯拉保持了很强的差异化体验。蔚来 ES6 在换电站中进行换电 | 蔚来官网可以说是差异显著的两款产品，但不妨碍的是，他们一起在强化电动汽车的加速性能、NVH、用车成本上的品类优势。特斯拉这次公布「补贴后」价格也是打击对手的一个小手段。而蔚来的「电池服务化」和「按需升级」策略也可以看做是在「价格体系」上冲击对手的法宝。只是这个「对手」并不是特斯拉与蔚来，而是传统的燃油汽车。「我们很快就会看到电池成本降低带来的一个边界，那就是燃油车节省一两年的油费就能完全 cover 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