牛市1的个人主页 - 老虎社区

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12-12

百度就是垃圾公司，李彦宏缺乏做事的决心

极越过“年关”

04-15

$中国天瑞水泥(01252)$ 这公司真的有问题！

04-10

$中国天瑞水泥(01252)$ 有危险

2022-05-16

现在怎么入不了金啊[流泪]

2020-03-19

$Blue Apron Holdings Inc.(APRN)$这就是个垃圾

2020-03-19

$Blue Apron Holdings Inc.(APRN)$这货太垃圾了

2020-03-18

$特斯拉(TSLA)$跌多点啊，我好补点[呆住][呆住][呆住]

2020-02-20

$小米集团-W(01810)$扶不起的阿斗

2020-01-28

$NanoViricides Inc.(NNVC)$大家快补仓

2020-01-27

$蔚来(NIO)$今晚3块

2020-01-27

$蔚来(NIO)$肯定到3块

2020-01-22

$小米集团-W(01810)$快点回本吧

2020-01-22

$小米集团-W(01810)$冲啊，回本啊！

2020-01-21

$小米集团-W(01810)$小米被鸡吃了哦，凉凉了

2020-01-21

$小米集团-W(01810)$小米被鸡吃完了，凉凉了

2020-01-21

$小米集团-W(01810)$哎，我几时才能回本哦

2020-01-20

$小米集团-W(01810)$本以为是个王者，结果却是

2020-01-20

$小米集团-W(01810)$加

2020-01-17

$蛋壳公寓(DNK)$大家坚持住

2020-01-17

$小米集团-W(01810)$能上14吗？

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18:14","market":"hk","language":"zh","title":"极越过“年关”","url":"https://stock-news.laohu8.com/highlight/detail?id=2490027834","media":"市场资讯","summary":"对此，极越法务部很快回应称“公司目前经营一切正常”。　　该传闻热度还未消散，今日又有媒体发文称，极越拖欠传播款项36万元，逾期一直不支付款项，经多次发送催款函，仍拒绝支付。　　就在今天下午，极越CEO夏一平在最新的内部信中表示，将削减短期内无法提升财务表现的项目，号召全体员工“全力以赴，共渡难关”。　　事实上，极越从创立开始，就一直没有真正跨过“难关”。","content":"<html><body><div>\n<blockquote><p>　　炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p>　<span>　来源：光子星球</span></p>\n<p>　　造车新品牌极越，已处在风口浪尖。</p>\n<p>　　几天前，网传极越已开启大规模裁员，“CFO已离职、CEO移民新加坡、COO去了其他公司”。对此，极越法务部很快回应称“公司目前经营一切正常”。</p>\n<p>　　该传闻热度还未消散，今日又有媒体发文称，极越拖欠传播款项36万元，逾期一直不支付款项，经多次发送催款函，仍拒绝支付。</p>\n<p>　　就在今天下午，极越CEO夏一平在最新的内部信中表示，将削减短期内无法提升财务表现的项目，号召全体员工“全力以赴，共渡难关”。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/372/w550h622/20241211/c25a-d9db10cb742b744c24625adbd31d644c.png\"/><span></span></div>\n<p>　　事实上，极越从创立开始，就一直没有真正跨过“难关”。</p>\n<p>　　极越07正式发布前，前来参加发布会的李斌问夏一平现在创业的难度和摩拜创业难度差多少，夏一平的回答是，至少10倍。</p>\n<p>　　这可能并不是卖惨，而是夏一平的真心话。</p>\n<p>　　今年8月，极越汽车月销量首次突破2000台，相较7月实现翻番，这个在其他车企看来完全不值一提的数据，却是极越“里程碑”式的一大步。在采访中被问及这个成绩时，夏一平激动到当场泪下，事后他解释“真不是为了流量，而是当时的情绪到了那个点，实在无法抑制自己的情感”。</p>\n<p>　　面对至今还没有资格坐上头部牌桌的极越，夏一平的确太难了。</p>\n<p>　　9月底，夏一平亲自上阵，进行了一场真实路况下的极越07续航直播。从出发到彻底把车辆干“趴窝”，整场直播持续了整整18个小时，打破了车企CEO持续直播的时长纪录。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/147/w550h397/20241211/eb62-23b133a4b202f710beff1f8e96d28e87.png\"/><span></span></div>\n<p>　　期间体验嘉宾换了好几轮，团队其他人也轮流进行了休息，唯独夏一平从头坚持到尾。结束后不少极越员工发朋友圈表示泪目、哭了，“这一路走来，我们所有人都明白，极越太不容易了”。</p>\n<p>　　极越上市发布会上，夏一平表示，“我平均每天睡5个小时。要有足够的努力，用一天的时间干别人几天的事情，总有一天会做成的。”</p>\n<p>　　然后拼命加班并不是企业的最好出路，单靠夏一平极致的努力也很难让极越实现“逆天改命”——一开始可能就选错了道路的极越，让夏一平的不少努力花在了刀背上。</p>\n<p>　　诞生之初，作为<a href=\"https://laohu8.com/S/BIDU\">百度</a>+吉利+<span><a href=\"https://laohu8.com/S/300750\">宁德时代</a></span><span></span>三大巨头合力打造的新势力品牌，极越称得上是“含着金汤匙出生”的最强富二代：雄厚的资金实力自然不必说，仅百度的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>技术和Apollo智驾系统，以及吉利最先进的生产线和成熟的SEA浩瀚架构，就足以让极越在那个时候傲视群雄。</p>\n<p>　　但极越的市场表现与其身份不太对等。极越01上市后，月销量长期在三位数徘徊，被寄予厚望的极越07，月销量也仅有两千台左右，不提蔚小理等老牌新势力，和极越几乎同时入局的小米汽车，已经稳坐两万俱乐部，开始奔着月交付3万台而去了。</p>\n<p>　　国内新能源车已开始进入加速淘汰阶段，而始终未能销量破万的极越，又该何去何从？</p>\n<p>　　百度造车，还需更大决心</p>\n<p>　　2021年初，那时距离小米下定决心造车还有几个月，不想错过智能电车浪潮的百度，高调宣布要下场造车了，而合作对象则是传统巨头吉利。</p>\n<p>　　彼时的设想很美好，一个是拥有20多年造车经验，生产线和供应链都高度成熟的吉利，一个是最早期就发力AI和智驾方向，手握萝卜快跑积累的L4级别技术的百度，无论从哪一方面看，极越都完全有和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>同场竞技的资格。</p>\n<p>　　但相比小米破釜沉舟的的造车态度，极越之于百度，更像是一次试水。</p>\n<p>　　李彦宏早期接受采访时，曾表示“造车的门槛稍微有点高，得有生产资质之类的，比较麻烦”。</p>\n<p>　　恰逢吉利正处于新能源转型的迫切需求阶段，让两者一拍即合：百度需要一个靠谱的造车队友解决硬件问题，减少试错成本，吉利则需要软件方面的助力，补足智能化领域的技术短板。</p>\n<p>　　也是这种各有所需的合作模式，为后来极越的发展埋下了一些隐患。</p>\n<p>　　其实代工造车模式已经经过市场验证，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>初期选择与江淮联手，小鹏则与海马进行合作，这两个代工企业从各方面来看均与吉利相差甚远，不同之处在于，两大新势力主要是“借用”代工厂的资质和工厂，而平台架构、智能技术，包括质量把控均由自己主要负责。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/60/w550h310/20241211/3583-c6530748ebfc598524cbbaaed06e5797.jpg\"/><span></span></div>\n<p>　　百度对吉利的“依赖”程度更高，不仅是新车完全基于吉利浩瀚SEA平台架构打造，后续的生产制造也更多由队友主导，自己则专注于智能化技术的应用和落地——简单来说，百度选择了一条轻松的捷径。</p>\n<p>　　相比之下，小米坚持选择用全栈自研和自建工厂这一“地狱级”难度开启挑战，双方的决心和魄力，差距明显。</p>\n<p>　　同时，年过半百的雷军亲自挂帅小米汽车，事必躬亲，而“佛系”的李彦宏则将极越全权托付给了夏一平。</p>\n<p>　　因此两者的交卷成绩也是迥然不同，正是雷军一往无前的心力，将小米汽车带到了原本不属于它的高度，而百度的“甩手掌柜”风格，则让极越身处不上不下的尴尬境地。</p>\n<p>　　在当下视角看来，百度的ASD阿波罗高阶智能驾驶还未成为用户的必需品，而是锦上添花。一方面是智驾并非当下用户购车的首选因素，在日常驾驶中的感知度也较弱；另一方面，今年随着一众车企在智驾赛道加速，尤其是城市无图和端到端的大规模落地，很难说某一家的智驾有特别突出的优势和竞争力。</p>\n<p>　　同时吉利自身在智能化领域也一直在加大投入，如今似乎很难讲已离不开百度的技术赋能。同时随着<a href=\"https://laohu8.com/S/ZK\">极氪</a>逐渐挑起新能源转型的大梁，吉利对于极越的态度，开始愈发显得微妙。</p>\n<p>　　雷军“学徒”，事倍功半</p>\n<p>　　前有极越员工购买小米SU7被公司强制辞退，后有极越公关负责人炮轰小米“卖一台车亏6万，还卖那么多干嘛？”，如果要说哪家车企最不服小米，极越绝对榜上有名。</p>\n<p>　　但质疑小米、理解小米、成为小米还是变成了极越的归宿。</p>\n<p>　　此前夏一平将极越的困境归咎于营销和品牌力不足，“在2023年4月到2023年9月，我们有长达近半年时间没有对外宣传。用户对极越有认知也才七个月，极越01上市也才四个月。”</p>\n<p>　　因此今年以来，夏一平开始大刀阔斧进行改变。1月份，营销和销售团队大换血，并且由夏一平亲自带队；3月份开始，3月至今，极越营销端UD-用户发展部门和销售端UO-用户运营部门两大部门均进行了大规模人员调整，夏一平亲自挂帅营销端UD-用户发展部门负责人。</p>\n<p>　　夏一平也对销售“动了刀”，试图解决“过去是以简单粗暴的优惠政策吸引用户”的问题，并提出“卖体验而不是卖硬件”的全新销售方针。</p>\n<p>　　同时，夏一平也积极学习雷军，从直播和拍视频开始，亲自下场进行营销变革。极越07发布时，夏一平表示“我现在基本每周一场直播，每天一条短视频，有时候一天四五条短视频”，而极越也在夏一平的带动下变成了“卷王”：8月份，极越品牌总计发了1.3万条视频。</p>\n<p>　　极越07的发布会也充满“米味”，不仅有李彦宏、李斌、曾毓群前来坐镇，曾毓群还成为了极越07的首位车主，不可谓不卖力。而“特斯拉没有造出来的Model 5”、“全球首款超千亿投入的轿车，是这个星球上最强智驾轿车”等极越07介绍语，也是小米熟悉的味道。</p>\n<p>　　为了连接品牌与用户，夏一平真的开始“拼了”，除了不计体力的高强度直播外，对网友也几乎是“有求必应”：有人提到低温环境，夏一平就在零下18℃的冰库对极越07进行暴力冰封解锁测试；网友问什么时候下赛道，夏一平就真的开着极越07上了赛道刷圈速，验证车辆性能；同时夏一平还去宁德时代工厂亲自实测1200度喷火枪实验，在气凝胶测验过程中直接用手来感受在火枪烘烤下电池温度的变化。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/117/w550h367/20241211/bdb0-8f2a6b9bd9b09d6a25a6ff250bef1089.png\"/><span></span></div>\n<p>　　对比，夏一平曾戏称网友要求的测试，“不仅费车，更费CEO”。</p>\n<p>　　笃信“勤能补拙”的夏一平，确实已经尽力了，这个相当敬业的领袖，绝对算得上车企中最拼的那个人。但正如同前文所说，个人的努力的作用，在市场大潮中显得微乎其微。</p>\n<p>　　极越等待一个“爆款”车型</p>\n<p>　　没有三电技术和整车平台架构、底盘等维度能力的百度，无法离开吉利，但已经具备智驾竞争力的吉利，对于百度的需求远不如当时那么强烈。</p>\n<p>　　对于百度来说，销量始终起不来的极越，或许让百度下场造车的观念开始产生动摇；而对吉利来说，极越此前的意义更多是“多生孩子好打架”，但如今这个局面已经发生了变化。</p>\n<p>　　自从《台州宣言》之后，吉利开始加速进行内部各项业务整合，几何被合并到银河，领克也与极氪整合，据传极星也将并入极氪体系。</p>\n<p>　　我们此前曾对极氪与领克的整合有过分析，随着极氪重要性的日渐凸显，吉利正在举集团之力为这个新品牌铺路，甚至不惜将领克并入，以减少内耗。</p>\n<p>　　在这种情况下，极越的处境愈发尴尬，毕竟吉利可不想让极越存在的意义就是为了和极氪“掰腕子”，同为SEA浩瀚架构出品的极越01，与极氪001长期内斗；而极越07，更是与极氪007，甚至领克Z10、银河E8都同处一个竞争地带。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/59/w550h309/20241211/f89e-e95ffd03ef7db05b1f8f59cf4cc9b34a.png\"/><span></span></div>\n<p>　　如今极越唯一的希望，只有等待一款能将其拉出“泥潭”的爆款车型。</p>\n<p>　　虽然很难，但也并非没有可能，小鹏即是最好例证。今年小鹏也曾一度走到绝境，正是MONA M03的“单骑救主”，才让小鹏在销量和毛利等方面实现了大幅飞跃。</p>\n<p>　　目前来看，极越的产品力依然在线，百度的智驾能力也算得上处于前列，无论是通过低价策略，还是更具诚意的促销政策，都有可能在一定程度上让极越拥有月销过万的微弱希望。</p>\n<p>　　如果销量能快速提升，极越也并非没有“改命”的可能。否则随着淘汰赛的加速进行，极越的局面只会越来越困难。</p>\n<div></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<p>责任编辑：杨红卜 </p>\n</div></body></html>","source":"sina","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>极越过“年关”</title>\n<style 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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极越过“年关”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-11 18:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/roll/2024-12-11/doc-inczawih7470525.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　来源：光子星球\n　　造车新品牌极越，已处在风口浪尖。\n　　几天前，网传极越已开启大规模裁员，“CFO已离职、CEO移民新加坡、COO去了其他公司”。对此，极越法务部很快回应称“公司目前经营一切正常”。\n　　该传闻热度还未消散，今日又有媒体发文称，极越拖欠传播款项36万元，逾期一直不支付款项，经多次发送催款函，仍拒绝支付。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/roll/2024-12-11/doc-inczawih7470525.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","BK4531":"中概回港概念","BK1589":"北水核心资产","BK4585":"ETF&股票定投概念","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","BIDU":"百度","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","BK4587":"ChatGPT概念","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","SG9999002463.SGD":"LionGlobal China Growth SGD","BK1506":"5G概念","BK4535":"淡马锡持仓","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","BK4077":"互动媒体与服务","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","BK4579":"人工智能","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","BK4526":"热门中概股","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) 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(HKD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","01810":"小米集团-W","BK1502":"双十一","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","BK1575":"同股不同权","XIACY":"小米集团ADR"},"source_url":"https://finance.sina.com.cn/stock/roll/2024-12-11/doc-inczawih7470525.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2490027834","content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　来源：光子星球\n　　造车新品牌极越，已处在风口浪尖。\n　　几天前，网传极越已开启大规模裁员，“CFO已离职、CEO移民新加坡、COO去了其他公司”。对此，极越法务部很快回应称“公司目前经营一切正常”。\n　　该传闻热度还未消散，今日又有媒体发文称，极越拖欠传播款项36万元，逾期一直不支付款项，经多次发送催款函，仍拒绝支付。\n　　就在今天下午，极越CEO夏一平在最新的内部信中表示，将削减短期内无法提升财务表现的项目，号召全体员工“全力以赴，共渡难关”。\n\n　　事实上，极越从创立开始，就一直没有真正跨过“难关”。\n　　极越07正式发布前，前来参加发布会的李斌问夏一平现在创业的难度和摩拜创业难度差多少，夏一平的回答是，至少10倍。\n　　这可能并不是卖惨，而是夏一平的真心话。\n　　今年8月，极越汽车月销量首次突破2000台，相较7月实现翻番，这个在其他车企看来完全不值一提的数据，却是极越“里程碑”式的一大步。在采访中被问及这个成绩时，夏一平激动到当场泪下，事后他解释“真不是为了流量，而是当时的情绪到了那个点，实在无法抑制自己的情感”。\n　　面对至今还没有资格坐上头部牌桌的极越，夏一平的确太难了。\n　　9月底，夏一平亲自上阵，进行了一场真实路况下的极越07续航直播。从出发到彻底把车辆干“趴窝”，整场直播持续了整整18个小时，打破了车企CEO持续直播的时长纪录。\n\n　　期间体验嘉宾换了好几轮，团队其他人也轮流进行了休息，唯独夏一平从头坚持到尾。结束后不少极越员工发朋友圈表示泪目、哭了，“这一路走来，我们所有人都明白，极越太不容易了”。\n　　极越上市发布会上，夏一平表示，“我平均每天睡5个小时。要有足够的努力，用一天的时间干别人几天的事情，总有一天会做成的。”\n　　然后拼命加班并不是企业的最好出路，单靠夏一平极致的努力也很难让极越实现“逆天改命”——一开始可能就选错了道路的极越，让夏一平的不少努力花在了刀背上。\n　　诞生之初，作为百度+吉利+宁德时代三大巨头合力打造的新势力品牌，极越称得上是“含着金汤匙出生”的最强富二代：雄厚的资金实力自然不必说，仅百度的智能技术和Apollo智驾系统，以及吉利最先进的生产线和成熟的SEA浩瀚架构，就足以让极越在那个时候傲视群雄。\n　　但极越的市场表现与其身份不太对等。极越01上市后，月销量长期在三位数徘徊，被寄予厚望的极越07，月销量也仅有两千台左右，不提蔚小理等老牌新势力，和极越几乎同时入局的小米汽车，已经稳坐两万俱乐部，开始奔着月交付3万台而去了。\n　　国内新能源车已开始进入加速淘汰阶段，而始终未能销量破万的极越，又该何去何从？\n　　百度造车，还需更大决心\n　　2021年初，那时距离小米下定决心造车还有几个月，不想错过智能电车浪潮的百度，高调宣布要下场造车了，而合作对象则是传统巨头吉利。\n　　彼时的设想很美好，一个是拥有20多年造车经验，生产线和供应链都高度成熟的吉利，一个是最早期就发力AI和智驾方向，手握萝卜快跑积累的L4级别技术的百度，无论从哪一方面看，极越都完全有和特斯拉同场竞技的资格。\n　　但相比小米破釜沉舟的的造车态度，极越之于百度，更像是一次试水。\n　　李彦宏早期接受采访时，曾表示“造车的门槛稍微有点高，得有生产资质之类的，比较麻烦”。\n　　恰逢吉利正处于新能源转型的迫切需求阶段，让两者一拍即合：百度需要一个靠谱的造车队友解决硬件问题，减少试错成本，吉利则需要软件方面的助力，补足智能化领域的技术短板。\n　　也是这种各有所需的合作模式，为后来极越的发展埋下了一些隐患。\n　　其实代工造车模式已经经过市场验证，蔚来初期选择与江淮联手，小鹏则与海马进行合作，这两个代工企业从各方面来看均与吉利相差甚远，不同之处在于，两大新势力主要是“借用”代工厂的资质和工厂，而平台架构、智能技术，包括质量把控均由自己主要负责。\n\n　　百度对吉利的“依赖”程度更高，不仅是新车完全基于吉利浩瀚SEA平台架构打造，后续的生产制造也更多由队友主导，自己则专注于智能化技术的应用和落地——简单来说，百度选择了一条轻松的捷径。\n　　相比之下，小米坚持选择用全栈自研和自建工厂这一“地狱级”难度开启挑战，双方的决心和魄力，差距明显。\n　　同时，年过半百的雷军亲自挂帅小米汽车，事必躬亲，而“佛系”的李彦宏则将极越全权托付给了夏一平。\n　　因此两者的交卷成绩也是迥然不同，正是雷军一往无前的心力，将小米汽车带到了原本不属于它的高度，而百度的“甩手掌柜”风格，则让极越身处不上不下的尴尬境地。\n　　在当下视角看来，百度的ASD阿波罗高阶智能驾驶还未成为用户的必需品，而是锦上添花。一方面是智驾并非当下用户购车的首选因素，在日常驾驶中的感知度也较弱；另一方面，今年随着一众车企在智驾赛道加速，尤其是城市无图和端到端的大规模落地，很难说某一家的智驾有特别突出的优势和竞争力。\n　　同时吉利自身在智能化领域也一直在加大投入，如今似乎很难讲已离不开百度的技术赋能。同时随着极氪逐渐挑起新能源转型的大梁，吉利对于极越的态度，开始愈发显得微妙。\n　　雷军“学徒”，事倍功半\n　　前有极越员工购买小米SU7被公司强制辞退，后有极越公关负责人炮轰小米“卖一台车亏6万，还卖那么多干嘛？”，如果要说哪家车企最不服小米，极越绝对榜上有名。\n　　但质疑小米、理解小米、成为小米还是变成了极越的归宿。\n　　此前夏一平将极越的困境归咎于营销和品牌力不足，“在2023年4月到2023年9月，我们有长达近半年时间没有对外宣传。用户对极越有认知也才七个月，极越01上市也才四个月。”\n　　因此今年以来，夏一平开始大刀阔斧进行改变。1月份，营销和销售团队大换血，并且由夏一平亲自带队；3月份开始，3月至今，极越营销端UD-用户发展部门和销售端UO-用户运营部门两大部门均进行了大规模人员调整，夏一平亲自挂帅营销端UD-用户发展部门负责人。\n　　夏一平也对销售“动了刀”，试图解决“过去是以简单粗暴的优惠政策吸引用户”的问题，并提出“卖体验而不是卖硬件”的全新销售方针。\n　　同时，夏一平也积极学习雷军，从直播和拍视频开始，亲自下场进行营销变革。极越07发布时，夏一平表示“我现在基本每周一场直播，每天一条短视频，有时候一天四五条短视频”，而极越也在夏一平的带动下变成了“卷王”：8月份，极越品牌总计发了1.3万条视频。\n　　极越07的发布会也充满“米味”，不仅有李彦宏、李斌、曾毓群前来坐镇，曾毓群还成为了极越07的首位车主，不可谓不卖力。而“特斯拉没有造出来的Model 5”、“全球首款超千亿投入的轿车，是这个星球上最强智驾轿车”等极越07介绍语，也是小米熟悉的味道。\n　　为了连接品牌与用户，夏一平真的开始“拼了”，除了不计体力的高强度直播外，对网友也几乎是“有求必应”：有人提到低温环境，夏一平就在零下18℃的冰库对极越07进行暴力冰封解锁测试；网友问什么时候下赛道，夏一平就真的开着极越07上了赛道刷圈速，验证车辆性能；同时夏一平还去宁德时代工厂亲自实测1200度喷火枪实验，在气凝胶测验过程中直接用手来感受在火枪烘烤下电池温度的变化。\n\n　　对比，夏一平曾戏称网友要求的测试，“不仅费车，更费CEO”。\n　　笃信“勤能补拙”的夏一平，确实已经尽力了，这个相当敬业的领袖，绝对算得上车企中最拼的那个人。但正如同前文所说，个人的努力的作用，在市场大潮中显得微乎其微。\n　　极越等待一个“爆款”车型\n　　没有三电技术和整车平台架构、底盘等维度能力的百度，无法离开吉利，但已经具备智驾竞争力的吉利，对于百度的需求远不如当时那么强烈。\n　　对于百度来说，销量始终起不来的极越，或许让百度下场造车的观念开始产生动摇；而对吉利来说，极越此前的意义更多是“多生孩子好打架”，但如今这个局面已经发生了变化。\n　　自从《台州宣言》之后，吉利开始加速进行内部各项业务整合，几何被合并到银河，领克也与极氪整合，据传极星也将并入极氪体系。\n　　我们此前曾对极氪与领克的整合有过分析，随着极氪重要性的日渐凸显，吉利正在举集团之力为这个新品牌铺路，甚至不惜将领克并入，以减少内耗。\n　　在这种情况下，极越的处境愈发尴尬，毕竟吉利可不想让极越存在的意义就是为了和极氪“掰腕子”，同为SEA浩瀚架构出品的极越01，与极氪001长期内斗；而极越07，更是与极氪007，甚至领克Z10、银河E8都同处一个竞争地带。\n\n　　如今极越唯一的希望，只有等待一款能将其拉出“泥潭”的爆款车型。\n　　虽然很难，但也并非没有可能，小鹏即是最好例证。今年小鹏也曾一度走到绝境，正是MONA M03的“单骑救主”，才让小鹏在销量和毛利等方面实现了大幅飞跃。\n　　目前来看，极越的产品力依然在线，百度的智驾能力也算得上处于前列，无论是通过低价策略，还是更具诚意的促销政策，都有可能在一定程度上让极越拥有月销过万的微弱希望。\n　　如果销量能快速提升，极越也并非没有“改命”的可能。否则随着淘汰赛的加速进行，极越的局面只会越来越困难。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：杨红卜","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295451285655848,"gmtCreate":1713144803715,"gmtModify":1713144805115,"author":{"id":"3522543045724478","authorId":"3522543045724478","name":"牛市1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522543045724478","idStr":"3522543045724478"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01252\">$中国天瑞水泥(01252)$ </a> 这公司真的有问题！","listText":"<a href=\"https://laohu8.com/S/01252\">$中国天瑞水泥(01252)$ </a> 这公司真的有问题！","text":"$中国天瑞水泥(01252)$ 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