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垃圾理想
2021-02-06
**理想,早点倒闭。
抱歉,原内容已删除
垃圾理想
2020-11-22
小鹏这招充其量只是营销捆绑tesla,想摆脱自己lowb的地位。我想你还是先把小鹏这名字改了吧。太tm难听了。
抱歉,原内容已删除
垃圾理想
2020-11-22
抄袭tm还要脸?shame of u
马斯克公开指责小鹏汽车抄袭 何小鹏:明年打得你找不着东
垃圾理想
2020-11-13
一派胡言
造车新势力频频断轴失火,戳破千亿市值泡沫?
垃圾理想
2020-11-12
2022年?还玩个p哦。bmw,真是起了个大早,赶了个晚集。
抱歉,原内容已删除
垃圾理想
2020-11-07
$理想汽车(LI)$
断轴王!铁拐李!折轮班长!你们辛苦了!
垃圾理想
2020-10-19
毕竟还是油车好卖啊[捂脸]
抱歉,原内容已删除
垃圾理想
2020-09-10
炸出一堆**慕洋犬🐩[捂脸]
@小虎AV: 【李斌称特斯拉并非不可逾越,蔚来用三年走完他们九年量产之路】9月8日,在汽车新商业地理节目直播中,蔚来汽车董事长李斌表示,蔚来汽车追赶特斯拉并没有想象的那么不可逾越。他指出,蔚来三年就走完了特斯拉从成立到量产,并交付Model S九年的路,总有一天可以与它全方面竞争[胜利]期待那天早点到来
$蔚来(NIO)$
$特斯拉(TSLA)$
垃圾理想
2019-08-22
回复 @爱吃水果的狼:一看你就是跪舔洋根久了,尽忘了怎么站起来。你个臭香蕉🍌!//@爱吃水果的狼:国产汽车都花50万了,在不给点贿赂那就真说不过去了。难不成在这里卖理想和情怀?别搞笑了
@一刀兄:
$蔚来(NIO)$
中秋节年年都会给每位车主精心准备特制礼物的车企真就没见过。今天的中秋礼和去年的手动月饼制作套装相比,哪个更有意思呢?没买蔚来车的都戴着五公分厚的眼罩使劲儿喊黑喊打啊,买了蔚来车的才知道蔚来除了车好到流泪之外,最重要的是真把每位车主当朋友在对待。生为这样一个以用户满意度作为唯一KPI考核标准的车企,哪是瑟缩在键盘后面吸着鼻涕,捧着一碗香精味十足的老坛酸菜牛肉面打字的网络小杂碎黑得了的呢?这特么简直滑之大稽!
垃圾理想
2019-07-10
$蔚来(NIO)$ 交付量出来了。大家怎么看?
垃圾理想
2019-07-09
$蔚来(NIO)$ 希望能继续保持。我反正不卖。
垃圾理想
2019-07-07
$蔚来(NIO)$ 要平仓吗?老板们。
去老虎APP查看更多动态
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of u","listText":"抄袭tm还要脸?shame of u","text":"抄袭tm还要脸?shame of u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399159783","repostId":"2085586072","repostType":2,"repost":{"id":"2085586072","kind":"news","pubTimestamp":1605937661,"share":"https://www.laohu8.com/m/news/2085586072?lang=&edition=full","pubTime":"2020-11-21 13:47","market":"us","language":"zh","title":"马斯克公开指责小鹏汽车抄袭 何小鹏:明年打得你找不着东","url":"https://stock-news.laohu8.com/highlight/detail?id=2085586072","media":"雷达财经","summary":"据悉,11月20日,小鹏汽车在广州车展发表声明称,小鹏汽车将从2021年生产的车型开始升级其自动驾驶软件和硬件系统,采用激光雷达技术提高性能。值得一提的是,此评论得到了特斯拉CEO马斯克的转发,并指出小鹏抄袭。其中,小鹏汽车在广州车展上宣布,其下一代自动驾驶软硬件将大幅升级,并将于明年率先推出全球首款搭载激光雷达的量产智能汽车。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20201121141652407v1735lx1t9odjqb\"/><p><strong>雷达财经 文|张凯旌 编|深海</strong></p><p>11月21日,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>CEO何小鹏发布朋友圈,疑似隔空回应马斯克指小鹏偷窃技术。</p><p>据悉,11月20日,小鹏汽车在广州车展发表声明称,小鹏汽车将从2021年生产的车型开始升级其自动驾驶软件和硬件系统,采用激光雷达技术提高性能。</p><p>消息发布后,有美国业内人士在社交媒体平台中转发并评论道,“他们有没有意识到他们是无法复制<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的?”值得一提的是,此评论得到了特斯拉CEO马斯克的转发,并指出小鹏抄袭。</p><p>雷达财经梳理发现,早在2019年,特斯拉与小鹏就曾有过隔空对垒。更早之前,小鹏汽车还曾从特斯拉挖走高管。</p><p>小鹏是否有实力挑战特斯拉?从近期小鹏汽车透露出的未经审计的财报来看,公司毛利率已实现转正,销量也大幅提升,不过综合对比特斯拉,仍存在明显的差距。</p><p><strong>何小鹏隔空回应马斯克</strong></p><p>作为年末车坛压轴大戏,11月20日,2020广州国际车展正式拉开序幕。</p><p>其中,小鹏汽车在广州车展上宣布,其下一代自动驾驶软硬件将大幅升级,并将于明年率先推出全球首款搭载激光雷达的量产智能汽车。此举亦被外界解读为欲“正面杠”特斯拉FSD(完全自动驾驶能力)。</p><p>据了解,雷达为环境监测传感器的一种,位于智能汽车产业链上游零部件环节的感知层面,其作用是利用发射波和反射波之间的时间差、相位差获得目标物体的位置和速度等数据,按所使用的不同类型的波,可以分为毫米波雷达、激光雷达、超声波雷达。</p><p>据平安证券9月23日报告整理,当前国内三大造车新势力<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车、小鹏汽车、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>,其自动驾驶雷达领域的最高配置均为毫米波雷达。若小鹏汽车如声明所说,在2021年生产的车型上搭载精度较当前毫米波雷达更高的激光雷达,那将意味着在智能汽车的道路上,小鹏汽车将再次在三大新势力中“抢跑”。</p><p>值得一提的是,有美国业内人士转发了报道小鹏汽车搭载激光雷达的新闻,并评论道:“为什么小鹏会用激光雷达?我相信它会在很大程度上提高精度,但会严重限制其自主方法的可伸缩性。他们有没有意识到他们无法复制特斯拉的方法?”</p><p>随后,马斯克转发了这条消息,并表示:“他们有特斯拉的旧版软件,而没有我们最新的神经网络计算机。”</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201121141658178v173hemoxcwqgkt\"/><p>不仅如此,马斯克又连续对此做出评论,其中一条清晰地写道:“这只是小鹏的问题。其他中国的公司是没有的。”</p><p>21日上午,何小鹏在发布的朋友圈中表示,“看来昨天我们发布的包含激光雷达的小鹏下一代自动驾驶架构,让西边的某人很不爽,连续用pigu发声。我想说的是,造谣早就证明是无法打败任何竞争对手的,明年开始,在中国的自动驾驶你要有思想准备被我们打的找不着东,至于国际,我们会相遇的。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201121141700569v173iucxczgryre\"/><p><strong>特斯拉、小鹏恩怨已久</strong></p><p>2017年10月,特斯拉Autopilot 2.0的核心打造者之一、特斯拉机器学习团队负责人谷俊丽加盟小鹏汽车,任职自动驾驶研发副总裁,向何小鹏汇报。</p><p>2019年年初,特斯拉状告小鹏汽车剽窃Autopilot的代码,并将曾任特斯拉高级工程师、后来跳槽小鹏汽车任感知主管的曹光植等人告上法庭。</p><p>媒体报道称,曹光植曾承认,2018年底曾向自己的iCloud云账户备份了包含AutoPilot源代码的压缩文件,但文件在后来离职时已经被删除,小鹏汽车当时也主动提供了曹光植工作笔记本的相关所需信息。</p><p>对此,何小鹏认为,特斯拉是以民事诉讼为名,行打击竞争对手之实,并表示“不会有任何畏惧和放弃,还将继续引入更多领域的高科技人才”。</p><p>在业内人士看来,硅谷这类的诉讼非常常见,但以往都是特斯拉以公司层面提起诉讼,马斯克尽管经常在推特上放飞自我,但围绕这一问题,特别是中国的造车新势力则鲜少发表评论。</p><p>2019年12月22日,CleanTechnica发表题为“小鹏汽车自主研发自动驾驶技术让其维持低价”的文章,马斯克以揶揄口吻评论道,“自主研发”,并附上两个笑哭的表情。不到1小时后,马斯克又在回复一名网友时表示,“(小鹏的自动驾驶软件)确实是我们的灵感,但这是一个旧款的特斯拉软件版本,所以效果有限”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201121141701491v173zvodtqi5fmh\"/><p><strong>小鹏已具有挑战特斯拉实力?</strong></p><p>不久前,小鹏交出了上市后的首份季度财报。</p><p>其中显示,小鹏2020财年第三季度总收入19.90亿元,同比增长342.5%;汽车销售收入18.98亿元,同比增长376%,较上一季度增长250.8%。第三季度毛利率为4.6%,首次转正,摆脱了“卖一辆亏一辆”的窘境。但同期,特斯拉的毛利率为23.5%。</p><p>2020年第三季度,小鹏汽车共交付8578辆汽车,新车型P7成为了销量支柱,占整体销量比重超过了70%,是上个季度交付量的19倍。</p><p>前三季度,小鹏的累计交付量为1.4万辆,另外两家造车新势力蔚来和理想则分别为2.6万辆和1.8万辆。同期,特斯拉在中国区的交付量为8.1万辆,超过三家之和。</p><p>目前,小鹏P7补贴后售价22.99万-33.99万元,而特斯拉在10月将Model 3标准续航升级版补贴后的售价则已经降至24.99万元。数据显示,特斯拉降价的10月,小鹏P7交付量环比下滑了18.2%。</p><p>此外,今年前三季度,小鹏的亏损额达到19.44亿元人民币,蔚来和理想的累计亏损额分别为39.78亿元和2.59亿元,这已经是同比亏损收窄的结果。与此相反的是,特斯拉从去年第三季度净利实现转正后,已实现连续第五个季度盈利。</p><p>川财证券策略分析师王一棠认为,“预计至少可能还要2-3年,这些新势力车企才能实现盈利。”</p><p>显然,面对眼下激烈的竞争形式,小鹏汽车的未来任重道远。此时何小鹏夸下海口所说的“找不着东”何时实现,仍有待时间的检验。</p><p>注:本文是雷达财经(ID:leidacj)原创。未经授权,禁止转载。</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>马斯克公开指责小鹏汽车抄袭 何小鹏:明年打得你找不着东</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马斯克公开指责小鹏汽车抄袭 何小鹏:明年打得你找不着东\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-21 13:47 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011211417027a3a0c12&s=b><strong>雷达财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷达财经 文|张凯旌 编|深海11月21日,小鹏汽车CEO何小鹏发布朋友圈,疑似隔空回应马斯克指小鹏偷窃技术。据悉,11月20日,小鹏汽车在广州车展发表声明称,小鹏汽车将从2021年生产的车型开始升级其自动驾驶软件和硬件系统,采用激光雷达技术提高性能。消息发布后,有美国业内人士在社交媒体平台中转发并评论道,“他们有没有意识到他们是无法复制特斯拉的?”值得一提的是,此评论得到了特斯拉CEO马斯克的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011211417027a3a0c12&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/164dc5093528f308c456aef1ad173b1e","relate_stocks":{"XPEV":"小鹏汽车","TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011211417027a3a0c12&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2085586072","content_text":"雷达财经 文|张凯旌 编|深海11月21日,小鹏汽车CEO何小鹏发布朋友圈,疑似隔空回应马斯克指小鹏偷窃技术。据悉,11月20日,小鹏汽车在广州车展发表声明称,小鹏汽车将从2021年生产的车型开始升级其自动驾驶软件和硬件系统,采用激光雷达技术提高性能。消息发布后,有美国业内人士在社交媒体平台中转发并评论道,“他们有没有意识到他们是无法复制特斯拉的?”值得一提的是,此评论得到了特斯拉CEO马斯克的转发,并指出小鹏抄袭。雷达财经梳理发现,早在2019年,特斯拉与小鹏就曾有过隔空对垒。更早之前,小鹏汽车还曾从特斯拉挖走高管。小鹏是否有实力挑战特斯拉?从近期小鹏汽车透露出的未经审计的财报来看,公司毛利率已实现转正,销量也大幅提升,不过综合对比特斯拉,仍存在明显的差距。何小鹏隔空回应马斯克作为年末车坛压轴大戏,11月20日,2020广州国际车展正式拉开序幕。其中,小鹏汽车在广州车展上宣布,其下一代自动驾驶软硬件将大幅升级,并将于明年率先推出全球首款搭载激光雷达的量产智能汽车。此举亦被外界解读为欲“正面杠”特斯拉FSD(完全自动驾驶能力)。据了解,雷达为环境监测传感器的一种,位于智能汽车产业链上游零部件环节的感知层面,其作用是利用发射波和反射波之间的时间差、相位差获得目标物体的位置和速度等数据,按所使用的不同类型的波,可以分为毫米波雷达、激光雷达、超声波雷达。据平安证券9月23日报告整理,当前国内三大造车新势力蔚来汽车、小鹏汽车、理想汽车,其自动驾驶雷达领域的最高配置均为毫米波雷达。若小鹏汽车如声明所说,在2021年生产的车型上搭载精度较当前毫米波雷达更高的激光雷达,那将意味着在智能汽车的道路上,小鹏汽车将再次在三大新势力中“抢跑”。值得一提的是,有美国业内人士转发了报道小鹏汽车搭载激光雷达的新闻,并评论道:“为什么小鹏会用激光雷达?我相信它会在很大程度上提高精度,但会严重限制其自主方法的可伸缩性。他们有没有意识到他们无法复制特斯拉的方法?”随后,马斯克转发了这条消息,并表示:“他们有特斯拉的旧版软件,而没有我们最新的神经网络计算机。”不仅如此,马斯克又连续对此做出评论,其中一条清晰地写道:“这只是小鹏的问题。其他中国的公司是没有的。”21日上午,何小鹏在发布的朋友圈中表示,“看来昨天我们发布的包含激光雷达的小鹏下一代自动驾驶架构,让西边的某人很不爽,连续用pigu发声。我想说的是,造谣早就证明是无法打败任何竞争对手的,明年开始,在中国的自动驾驶你要有思想准备被我们打的找不着东,至于国际,我们会相遇的。特斯拉、小鹏恩怨已久2017年10月,特斯拉Autopilot 2.0的核心打造者之一、特斯拉机器学习团队负责人谷俊丽加盟小鹏汽车,任职自动驾驶研发副总裁,向何小鹏汇报。2019年年初,特斯拉状告小鹏汽车剽窃Autopilot的代码,并将曾任特斯拉高级工程师、后来跳槽小鹏汽车任感知主管的曹光植等人告上法庭。媒体报道称,曹光植曾承认,2018年底曾向自己的iCloud云账户备份了包含AutoPilot源代码的压缩文件,但文件在后来离职时已经被删除,小鹏汽车当时也主动提供了曹光植工作笔记本的相关所需信息。对此,何小鹏认为,特斯拉是以民事诉讼为名,行打击竞争对手之实,并表示“不会有任何畏惧和放弃,还将继续引入更多领域的高科技人才”。在业内人士看来,硅谷这类的诉讼非常常见,但以往都是特斯拉以公司层面提起诉讼,马斯克尽管经常在推特上放飞自我,但围绕这一问题,特别是中国的造车新势力则鲜少发表评论。2019年12月22日,CleanTechnica发表题为“小鹏汽车自主研发自动驾驶技术让其维持低价”的文章,马斯克以揶揄口吻评论道,“自主研发”,并附上两个笑哭的表情。不到1小时后,马斯克又在回复一名网友时表示,“(小鹏的自动驾驶软件)确实是我们的灵感,但这是一个旧款的特斯拉软件版本,所以效果有限”。小鹏已具有挑战特斯拉实力?不久前,小鹏交出了上市后的首份季度财报。其中显示,小鹏2020财年第三季度总收入19.90亿元,同比增长342.5%;汽车销售收入18.98亿元,同比增长376%,较上一季度增长250.8%。第三季度毛利率为4.6%,首次转正,摆脱了“卖一辆亏一辆”的窘境。但同期,特斯拉的毛利率为23.5%。2020年第三季度,小鹏汽车共交付8578辆汽车,新车型P7成为了销量支柱,占整体销量比重超过了70%,是上个季度交付量的19倍。前三季度,小鹏的累计交付量为1.4万辆,另外两家造车新势力蔚来和理想则分别为2.6万辆和1.8万辆。同期,特斯拉在中国区的交付量为8.1万辆,超过三家之和。目前,小鹏P7补贴后售价22.99万-33.99万元,而特斯拉在10月将Model 3标准续航升级版补贴后的售价则已经降至24.99万元。数据显示,特斯拉降价的10月,小鹏P7交付量环比下滑了18.2%。此外,今年前三季度,小鹏的亏损额达到19.44亿元人民币,蔚来和理想的累计亏损额分别为39.78亿元和2.59亿元,这已经是同比亏损收窄的结果。与此相反的是,特斯拉从去年第三季度净利实现转正后,已实现连续第五个季度盈利。川财证券策略分析师王一棠认为,“预计至少可能还要2-3年,这些新势力车企才能实现盈利。”显然,面对眼下激烈的竞争形式,小鹏汽车的未来任重道远。此时何小鹏夸下海口所说的“找不着东”何时实现,仍有待时间的检验。注:本文是雷达财经(ID:leidacj)原创。未经授权,禁止转载。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304878625,"gmtCreate":1605199195767,"gmtModify":1703836766802,"author":{"id":"3524141680442395","authorId":"3524141680442395","name":"垃圾理想","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524141680442395","authorIdStr":"3524141680442395"},"themes":[],"htmlText":"一派胡言","listText":"一派胡言","text":"一派胡言","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304878625","repostId":"1102236185","repostType":2,"repost":{"id":"1102236185","kind":"news","pubTimestamp":1605176639,"share":"https://www.laohu8.com/m/news/1102236185?lang=&edition=full","pubTime":"2020-11-12 18:23","market":"us","language":"zh","title":"造车新势力频频断轴失火,戳破千亿市值泡沫?","url":"https://stock-news.laohu8.com/highlight/detail?id=1102236185","media":"未来汽车Daily","summary":"成长的烦恼。\n\n自燃、断轴、断网,造车新势力们正在遭遇前所未遇的烦恼。\n伴随着10月27日晚,北京海淀区中国科学院力学研究所内一声爆炸,威马汽车再次被推向舆论的风口浪尖。理想汽车也深陷“质量危机”。官","content":"<blockquote>\n 成长的烦恼。\n</blockquote>\n<p>自燃、断轴、断网,造车新势力们正在遭遇前所未遇的烦恼。</p>\n<p>伴随着10月27日晚,北京海淀区中国科学院力学研究所内一声爆炸,威马汽车再次被推向舆论的风口浪尖。<a href=\"https://laohu8.com/S/LI\">理想汽车</a>也深陷“质量危机”。官方信息显示,截至10月31日,理想ONE累计发生前悬架碰撞事故97起,其中有10起出现前悬架下摆臂球头从球销脱出的情况。</p>\n<p>硬件问题频发,软件也难以幸免。前不久,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车和<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>的车机系统出现大面积断网,车机内部显示有信号但无法正常联网。事后,官方把原因归结为“运营商网络问题”,但车机系统宕机仍挑战着公众的敏感神经。</p>\n<p>据未来汽车日报不完全统计,目前已经有四家新造车企业启动过召回,除了理想,蔚来和威马曾因电池存在安全隐患发起主动召回,零跑则因仪表盘软件存在bug发起召回。四起召回共涉及车辆超过1.6万辆。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43faf8fcde290d3fc8a104c50eda7789\" tg-width=\"1080\" tg-height=\"502\"><span>国内新势力车企召回情况,未来汽车日报制表</span></p>\n<p>事故频发,大众哗然,新造车的产品还“安全”吗?</p>\n<p>根据《新能源汽车产业发展规划(2021-2035年)》,预计到2025年,新能源汽车将占据新车销售总量的20%。为了抢占“钱景”如此巨大的蓝海,传统巨擘已经火力全开。眼下,遭遇“成长烦恼”的新势力车企们该如何迎战?</p>\n<p></p>\n<p></p>\n<p><b>01</b></p>\n<p></p>\n<p></p>\n<p><b>安全事故频发,谁之过?</b></p>\n<p></p>\n<p></p>\n<p>诱发车辆发生安全事故的原因主要涉及质量缺陷和设计漏洞,具体原因错综复杂。一辆新能源汽车,除了电池、电机、电控等核心零部件,还涉及上万个细小零部件,每一个环节都有可能存在质量缺陷。此前丰田发起史上最大规模的召回,主要原因就是安全带以及电动车窗开关等零部件存在缺陷。而整车设计则决定了车辆整体的安全性。</p>\n<p>根据调查,理想ONE此前发生的“断轴”事故,主要是因为设计问题,理想汽车CEO李想也承认“设计有缺陷”。</p>\n<p>巧合的是,近日,作为新造车势力的“鼻祖”,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>也因车辆前后悬架存在安全隐患而发起召回。国家市场监管总局(SAMR)和缺陷产品管理中心认为其零部件存在安全隐患。不过特斯拉在海外并不认账,反而甩锅给中国车主,认为事故是由于车主驾驶习惯不当造成的,为此新华社批特斯拉“傲慢无理”。</p>\n<p>自燃事故发生后,威马主动启动召回,但自燃风波仍在持续发酵。按照官方的说法,事故原因是电芯供应商在生产过程中混入杂质导致异常“析锂”。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/593de6c1930b80847253a0986cdc6074\" tg-width=\"1080\" tg-height=\"594\"><span>来源:威马官方</span></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p>威马回应后,中兴高能紧急“撇清关系”,称10月5日和13日的两起自燃车辆搭载的电池由中兴高能提供,但10月27日,事故发生在北京的涉事车辆搭载的并非高能技术的电池。</p>\n<p>据未来汽车日报不完全统计,除了中兴高能、浙江谷神,还有<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、天津力神等超过6家供应商为威马提供电芯。</p>\n<p>在旁枝错节的供应商体系中,无论是品控还是供应商管理水平都难以掌控。不过威马是为数不多拥有电池包自主研发和组装能力的造车新势力,其在温州的电池Pack工厂能够进行电池包组装生产和检测,这或许也是威马“大胆”采用多家供应商电芯的底气。</p>\n<p>清华大学教授、中科院院士欧阳明高表示,电池安全是新能源车最大的风险,<b>引起锂离子动力电池燃烧的主要原因是电池热失控。其中“负极析活性锂、内短路、正极释活性氧”可以解释超过99%的电池热失控事故原因</b>。</p>\n<p>新能源电池云平台创始人吴奇斌告诉未来汽车日报,<b>除了电芯存在质量问题,电池包以及电控系统存在故障都会引起新能源车自燃</b>,“析锂”属于严重的质量问题,必然会导致电池内部短路引发事故。<b>事故原因由第三方司法鉴定机构来调查,但车子已经烧光了,很难界定</b>。</p>\n<p>事实上,厘清责任重要,但更重要的是如何保证用户的利益。“如果召回只是为了平民愤,他们(新势力车企)的问题永远也无法解决。”一位汽车行业分析师告诉未来汽车日报。</p>\n<p>如今尚未形成销量规模,新势力车企已触到市场逆鳞。由此也暴露出一个问题:缺乏安全基础,车辆造得再<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>又有什么意义?</p>\n<p></p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20448bf9207e8f3919a943b45955e974\" tg-width=\"1080\" tg-height=\"629\"><span>来源:Pixabay</span></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p><b>02</b></p>\n<p></p>\n<p></p>\n<p><b>软件问题也频发</b></p>\n<p></p>\n<p></p>\n<p><a href=\"https://laohu8.com/S/00700\">腾讯</a>持股蔚来、阿里投资小鹏、美团力挺理想,头部新势力车企背后几乎都站着一位互联网巨头,这些“软件专家”无一不想打造一个划时代的出行新物种。</p>\n<p>“未来三年,买特斯拉以外的车就像买了一匹马。”对特斯拉自动驾驶功能颇具信心的特斯拉CEO埃隆·马斯克(Elon Musk)曾公然“挑衅”,视传统燃油车为“马”。</p>\n<p>“讽刺”的是,被一众造车新势力视作核心卖点的软件,却频频出现问题。</p>\n<p>10月中旬,蔚来和小鹏的车主纷纷在两家品牌官方APP内抱怨车机系统断网,事后蔚来和小鹏均把事故归因为供应商网络故障,但车机系统经常性罢工不断被车主诟病。</p>\n<p>在蔚来APP里,相关吐槽随处可见。“继续每天车机断网,今天断网十分钟。”认证为蔚来ES8创始版车主在APP中写道。蔚来ES6车主也会遇到类似情况,提车22天至少遇到十几次断网,“路上一直断网,手机开热点车机搜不到,就像一种假死状态,很多功能都无法启动”。甚至有车主打趣:如果你的蔚来断网了,恭喜你买到了一台真蔚来。</p>\n<p>即使是最擅长玩软件的特斯拉,车机系统照样漏洞百出。特斯拉Model 3车主王亮告诉未来汽车日报,车辆中控屏会随机并且频繁出现“驾驶视觉画面暂时降级”的警示语,该故障导致车辆Autopilot功能无法使用,基于摄像头硬件基础的主动安全配置完全失效,严重影响车辆驾驶安全。</p>\n<p></p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9f673a874bb62f67a4fba1345b76b3f\" tg-width=\"1080\" tg-height=\"1080\"><span>来源:受访者供图</span></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p>对此,特斯拉服务中心回应称该问题并非个例,而是全球性的,主要原因是此前更新版本存在bug,加上车载硬件算力不足导致宕机,特斯拉将通过补丁解决该问题。不过自9月下旬出现该故障后,截至11月9日最后一次更新,王亮的Model 3已经通过OTA更新了5次,问题却始终未能解决。王亮多次向服务中心反馈后,<b>对方表示软件问题短时间内无法解决,只能等待系统更新</b>。</p>\n<p>事实上,特斯拉车辆出现故障的案例正逐渐增多,车辆突然加速以及刹车失灵是车主投诉的重灾区。不过马斯克并未对此表现出担心,而是始终坚信自动驾驶功能有助于提高驾驶安全。前不久马斯克发文称,全自动驾驶(FSD)Beta版可以减少30%的人工干预,计划将FSD的价格上调至1万美元。</p>\n<p>在王亮看来,连基本的车机稳定性都很难保证,实现完全自动驾驶无异于在“沙滩上盖高楼”。</p>\n<p>质疑特斯拉软件实力的,不只是车主。7月份,路透社报道称,经德国慕尼黑法院裁定,特斯拉宣传自动驾驶构成了误导性商业行为,判其今后不得再声称或暗示其车辆具备自动驾驶功能。德国反不正当竞争保护机构Wettbewerbszentrale认为,<b>特斯拉对客户的承诺超出了其Autopilot辅助驾驶系统的实际能力范围</b>。</p>\n<p>来自传统势力的戏谑更是尖锐而不留情面。丰田社长丰田章男在11月6日的财报会议上比喻,“特斯拉的业务就像厨师和厨房,他们还没有在现实世界中创造出真正的业务,只是在试图推销菜谱。而丰田拥有真正的厨房和厨师,我们制作的是真正的食物,顾客对吃什么非常挑剔,他们已经坐在我们面前,并且在吃我们做的菜了。”</p>\n<p>当软件和硬件能力都不足以支撑新造车势力的野心,特斯拉们更像是在“超前消费”,一旦透支,“宴宾客楼塌了”的故事也将轮番上演。</p>\n<p></p>\n<p></p>\n<p><b>03</b></p>\n<p></p>\n<p></p>\n<p><b>新造车集体遭遇第二考</b></p>\n<p></p>\n<p></p>\n<p>2020年,是蔚来、理想等头部新造车企业飞速成长的一年。</p>\n<p>去年蔚来汽车CEO李斌还被调侃为“年度最惨人物”,如今已彻底翻身,个人财富暴涨百亿。过去一年蔚来股价涨幅高达2126%,总市值已突破550亿美元,超过了<a href=\"https://laohu8.com/S/GM\">通用汽车</a>、福特以及<a href=\"https://laohu8.com/S/RACE\">法拉利</a>等传统汽车巨头。</p>\n<p>花旗银行将蔚来目标价上调40%至46.4美元,认为蔚来第四季度毛利率有望达到22%-25%。<a href=\"https://laohu8.com/S/DB\">德意志银行</a>分析师重申对蔚来股票的“买入”评级。李斌也终于缓了一口气,“蔚来已经从重症监护室转到普通病房了。”</p>\n<p>2020年不仅是蔚来“起死回生”的一年,更接连见证了理想与小鹏成功赴美IPO的高光时刻。</p>\n<p>7月30日晚,理想汽车成功登陆纳斯达克,大股东王兴第一时间为其呐喊助威,认为理想汽车的市值即便达到千亿美元,也仍被“低估一个数量级”。一个月后,小鹏汽车在美国纽交所挂牌上市,当天收盘总市值达到150亿美元,刷新中国企业在美国的IPO纪录。威马汽车也于9月拿下100亿人民币的D轮融资,随着上市申请提交,距离科创板上市只差临门一脚。</p>\n<p></p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50cf93a088086bd9e42c0b41c73d1cdf\" tg-width=\"1080\" tg-height=\"498\"><span>数据统计截至11月12日9时,未来汽车日报制图</span></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p>重获资本青睐背后,是“粉丝们”真金白银的支持。11月2日,蔚来、理想、小鹏、威马默契地同一天发布10月销量快报,无一例外全线飘红。小鹏、理想与威马当月交付量均超过3000辆,蔚来月交付量更是首次突破5000辆。</p>\n<p>然而,迈过融资、量产交付、上市的门槛,还远未到举杯欢庆的时候,新造车们正迎来“产品是否可靠”的关键大考。</p>\n<p>用户规模不断攀升,对新造车产品品质的考验也随之严苛。其实自燃、断轴并不是新造车独有的现象,传统车企也同样会发生类似事故。北汽新能源、广汽新能源以及<a href=\"https://laohu8.com/S/002594\">比亚迪</a>等传统车企生产的新能源汽车都出现过自燃现象,即便是新势力车企的榜样特斯拉,在全球范围内也发生过超过50起自燃事故。</p>\n<p>只是,新造车们自带流量,大众习惯于拿着放大镜将新造车企业的一举一动细细审视。</p>\n<p>经历过这一波集中召回潮,比起现金流承压更“残酷”的是信誉流失,市场不会为新势力车企们不成熟的技术和工艺买单。</p>\n<p>“新能源汽车行业瞬息万变,即便是融资再多或者成功上市,仍然有可能倒下去。”一位汽车行业分析师告诉未来汽车日报,销量虽然在短时间内能够爬坡,但长远来看,他们显然还有更重要的事情要做,一旦口碑坍塌,用户的信任荡然无存,这将是致命打击。</p>\n<p>“虽然造车新势力提前抢占了市场空白期、吸引了大量资本,但对于消费者来说买车并不看市值高低,关键还在于产品和品牌的可靠性。”汽车行业分析师凌然告诉未来汽车日报,如今已经过了兜售造车理念的阶段,接下来还是需要实体市场的支撑,“新势力车企也远没有度过危险期”。</p>\n<p></p>\n<p></p>\n<p><b>04</b></p>\n<p></p>\n<p></p>\n<p><b>真正的较量才刚刚开始</b></p>\n<p></p>\n<p></p>\n<p>走出PPT的新造车们,面临的挑战远不止弥补自身短板。大众、丰田等汽车巨头,已经加入战局,如何从这些大佬的虎口中夺食才是更大难题。</p>\n<p>在互联网领域,几乎所有的<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>都会面临一个直击灵魂的问题:如果BAT入局,你还有没有机会?把相似的问题放在新能源汽车领域,新势力车企们也必须作答。</p>\n<p>事实上,汽车行业的“BAT”正在大举进攻这个全新的战场。</p>\n<p>10月底,投资170亿元的上汽大众MEB工厂正式投产,几天后ID.4 X正式开启预订,续航555km的长续航版补贴后售价不超过25万元。在中国市场拥有大批拥趸的丰田、本田等日系品牌也开始积极拥抱电动化,不断扩充新能源车产能,广汽丰田已开始建设总产能接近40万辆的两座全新工厂。此外,福特也将打造“更多人买得起”的电动车。</p>\n<p>11月5日,据外媒报道,<b>宝马将改变其电气化战略,正在研发自己的电动车平台,准备彻底告别“油改电”思路</b>。数日之后,11月11日晚,宝马集团正式发布了BMW iNEXT的量产车型——纯电动宝马iX。按照计划,BMW iX将在明年开始量产,并于明年引入国内。</p>\n<p>主流合资品牌、<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌发起围剿,自主品牌也在暗暗发力。</p>\n<p>7月份,2.88万元起售的五菱宏光MINI EV正式上市,一推出就成为销量黑马。根据乘联会数据,10月份这款车销量达2.4万辆,再次成为新能源车型销量冠军。长城旗下欧拉R1同样迎来大涨,10月份销量同比大涨287.5%至6269辆。</p>\n<p>在合资巨头和自主车企的前后夹击之下,新造车们的生存空间越来越小。</p>\n<p></p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b945fbc66c14e46201d195edbc9c1ea\" tg-width=\"1080\" tg-height=\"592\"><span>来源:威马官网</span></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p>“传统车企发力新能源,在制造以及成本控制等方面拥有很大优势,其潜力相对较大。”乘联会秘书长崔东树告诉未来汽车日报,新势力车企的造车经验相对欠缺,在互联网方面的优势体现得也不充分,未来新势力车企们成本压力会逐渐加大。“只有加速扩大产量和品类,快速抢占市场才能改变市场的认知。”</p>\n<p>凌然也表达了同样的看法,新势力车企还有机会,但一定要孤注一掷,产品也要“别开生面”,不能单看高市值“画饼充饥”。目前新势力车企的抗风险能力很弱,单凭一两款车型很难打开市场,只有不断创新推出精品,才能在各自的细分市场站稳脚跟。“<b>甚至不排除这些新势力车企联合起来,形成年产30万-50万辆的新能源联合企业。</b>”</p>\n<p>站在百年汽车工业的时间维度来看,新能源汽车仍然是一个新兴领域,很多技术仍不成熟。新势力车企们更是非常“年轻”,最“年长”的特斯拉也不过才诞生17年,与奔驰、福特等百年品牌在汽车制造方面自然无法相比。</p>\n<p>品牌及制造缺乏积淀,经历早期野蛮生长之后,等待新势力车企的更大挑战才刚刚开始。</p>","source":"lsy1578367390233","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>造车新势力频频断轴失火,戳破千亿市值泡沫?</title>\n<style 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}\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造车新势力频频断轴失火,戳破千亿市值泡沫?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-12 18:23 北京时间 <a href=http://mp.weixin.qq.com/s/8vygX3Wq8nOaJGaUAd55Hg><strong>未来汽车Daily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>成长的烦恼。\n\n自燃、断轴、断网,造车新势力们正在遭遇前所未遇的烦恼。\n伴随着10月27日晚,北京海淀区中国科学院力学研究所内一声爆炸,威马汽车再次被推向舆论的风口浪尖。理想汽车也深陷“质量危机”。官方信息显示,截至10月31日,理想ONE累计发生前悬架碰撞事故97起,其中有10起出现前悬架下摆臂球头从球销脱出的情况。\n硬件问题频发,软件也难以幸免。前不久,蔚来汽车和小鹏汽车的车机系统出现大面积...</p>\n\n<a href=\"http://mp.weixin.qq.com/s/8vygX3Wq8nOaJGaUAd55Hg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2c4fc2a56c7beee651f2aca5908787b","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"http://mp.weixin.qq.com/s/8vygX3Wq8nOaJGaUAd55Hg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102236185","content_text":"成长的烦恼。\n\n自燃、断轴、断网,造车新势力们正在遭遇前所未遇的烦恼。\n伴随着10月27日晚,北京海淀区中国科学院力学研究所内一声爆炸,威马汽车再次被推向舆论的风口浪尖。理想汽车也深陷“质量危机”。官方信息显示,截至10月31日,理想ONE累计发生前悬架碰撞事故97起,其中有10起出现前悬架下摆臂球头从球销脱出的情况。\n硬件问题频发,软件也难以幸免。前不久,蔚来汽车和小鹏汽车的车机系统出现大面积断网,车机内部显示有信号但无法正常联网。事后,官方把原因归结为“运营商网络问题”,但车机系统宕机仍挑战着公众的敏感神经。\n据未来汽车日报不完全统计,目前已经有四家新造车企业启动过召回,除了理想,蔚来和威马曾因电池存在安全隐患发起主动召回,零跑则因仪表盘软件存在bug发起召回。四起召回共涉及车辆超过1.6万辆。\n国内新势力车企召回情况,未来汽车日报制表\n事故频发,大众哗然,新造车的产品还“安全”吗?\n根据《新能源汽车产业发展规划(2021-2035年)》,预计到2025年,新能源汽车将占据新车销售总量的20%。为了抢占“钱景”如此巨大的蓝海,传统巨擘已经火力全开。眼下,遭遇“成长烦恼”的新势力车企们该如何迎战?\n\n\n01\n\n\n安全事故频发,谁之过?\n\n\n诱发车辆发生安全事故的原因主要涉及质量缺陷和设计漏洞,具体原因错综复杂。一辆新能源汽车,除了电池、电机、电控等核心零部件,还涉及上万个细小零部件,每一个环节都有可能存在质量缺陷。此前丰田发起史上最大规模的召回,主要原因就是安全带以及电动车窗开关等零部件存在缺陷。而整车设计则决定了车辆整体的安全性。\n根据调查,理想ONE此前发生的“断轴”事故,主要是因为设计问题,理想汽车CEO李想也承认“设计有缺陷”。\n巧合的是,近日,作为新造车势力的“鼻祖”,特斯拉也因车辆前后悬架存在安全隐患而发起召回。国家市场监管总局(SAMR)和缺陷产品管理中心认为其零部件存在安全隐患。不过特斯拉在海外并不认账,反而甩锅给中国车主,认为事故是由于车主驾驶习惯不当造成的,为此新华社批特斯拉“傲慢无理”。\n自燃事故发生后,威马主动启动召回,但自燃风波仍在持续发酵。按照官方的说法,事故原因是电芯供应商在生产过程中混入杂质导致异常“析锂”。\n来源:威马官方\n\n\n\n\n\n威马回应后,中兴高能紧急“撇清关系”,称10月5日和13日的两起自燃车辆搭载的电池由中兴高能提供,但10月27日,事故发生在北京的涉事车辆搭载的并非高能技术的电池。\n据未来汽车日报不完全统计,除了中兴高能、浙江谷神,还有宁德时代、天津力神等超过6家供应商为威马提供电芯。\n在旁枝错节的供应商体系中,无论是品控还是供应商管理水平都难以掌控。不过威马是为数不多拥有电池包自主研发和组装能力的造车新势力,其在温州的电池Pack工厂能够进行电池包组装生产和检测,这或许也是威马“大胆”采用多家供应商电芯的底气。\n清华大学教授、中科院院士欧阳明高表示,电池安全是新能源车最大的风险,引起锂离子动力电池燃烧的主要原因是电池热失控。其中“负极析活性锂、内短路、正极释活性氧”可以解释超过99%的电池热失控事故原因。\n新能源电池云平台创始人吴奇斌告诉未来汽车日报,除了电芯存在质量问题,电池包以及电控系统存在故障都会引起新能源车自燃,“析锂”属于严重的质量问题,必然会导致电池内部短路引发事故。事故原因由第三方司法鉴定机构来调查,但车子已经烧光了,很难界定。\n事实上,厘清责任重要,但更重要的是如何保证用户的利益。“如果召回只是为了平民愤,他们(新势力车企)的问题永远也无法解决。”一位汽车行业分析师告诉未来汽车日报。\n如今尚未形成销量规模,新势力车企已触到市场逆鳞。由此也暴露出一个问题:缺乏安全基础,车辆造得再智能又有什么意义?\n\n\n来源:Pixabay\n\n\n\n\n\n02\n\n\n软件问题也频发\n\n\n腾讯持股蔚来、阿里投资小鹏、美团力挺理想,头部新势力车企背后几乎都站着一位互联网巨头,这些“软件专家”无一不想打造一个划时代的出行新物种。\n“未来三年,买特斯拉以外的车就像买了一匹马。”对特斯拉自动驾驶功能颇具信心的特斯拉CEO埃隆·马斯克(Elon Musk)曾公然“挑衅”,视传统燃油车为“马”。\n“讽刺”的是,被一众造车新势力视作核心卖点的软件,却频频出现问题。\n10月中旬,蔚来和小鹏的车主纷纷在两家品牌官方APP内抱怨车机系统断网,事后蔚来和小鹏均把事故归因为供应商网络故障,但车机系统经常性罢工不断被车主诟病。\n在蔚来APP里,相关吐槽随处可见。“继续每天车机断网,今天断网十分钟。”认证为蔚来ES8创始版车主在APP中写道。蔚来ES6车主也会遇到类似情况,提车22天至少遇到十几次断网,“路上一直断网,手机开热点车机搜不到,就像一种假死状态,很多功能都无法启动”。甚至有车主打趣:如果你的蔚来断网了,恭喜你买到了一台真蔚来。\n即使是最擅长玩软件的特斯拉,车机系统照样漏洞百出。特斯拉Model 3车主王亮告诉未来汽车日报,车辆中控屏会随机并且频繁出现“驾驶视觉画面暂时降级”的警示语,该故障导致车辆Autopilot功能无法使用,基于摄像头硬件基础的主动安全配置完全失效,严重影响车辆驾驶安全。\n\n\n来源:受访者供图\n\n\n\n\n\n对此,特斯拉服务中心回应称该问题并非个例,而是全球性的,主要原因是此前更新版本存在bug,加上车载硬件算力不足导致宕机,特斯拉将通过补丁解决该问题。不过自9月下旬出现该故障后,截至11月9日最后一次更新,王亮的Model 3已经通过OTA更新了5次,问题却始终未能解决。王亮多次向服务中心反馈后,对方表示软件问题短时间内无法解决,只能等待系统更新。\n事实上,特斯拉车辆出现故障的案例正逐渐增多,车辆突然加速以及刹车失灵是车主投诉的重灾区。不过马斯克并未对此表现出担心,而是始终坚信自动驾驶功能有助于提高驾驶安全。前不久马斯克发文称,全自动驾驶(FSD)Beta版可以减少30%的人工干预,计划将FSD的价格上调至1万美元。\n在王亮看来,连基本的车机稳定性都很难保证,实现完全自动驾驶无异于在“沙滩上盖高楼”。\n质疑特斯拉软件实力的,不只是车主。7月份,路透社报道称,经德国慕尼黑法院裁定,特斯拉宣传自动驾驶构成了误导性商业行为,判其今后不得再声称或暗示其车辆具备自动驾驶功能。德国反不正当竞争保护机构Wettbewerbszentrale认为,特斯拉对客户的承诺超出了其Autopilot辅助驾驶系统的实际能力范围。\n来自传统势力的戏谑更是尖锐而不留情面。丰田社长丰田章男在11月6日的财报会议上比喻,“特斯拉的业务就像厨师和厨房,他们还没有在现实世界中创造出真正的业务,只是在试图推销菜谱。而丰田拥有真正的厨房和厨师,我们制作的是真正的食物,顾客对吃什么非常挑剔,他们已经坐在我们面前,并且在吃我们做的菜了。”\n当软件和硬件能力都不足以支撑新造车势力的野心,特斯拉们更像是在“超前消费”,一旦透支,“宴宾客楼塌了”的故事也将轮番上演。\n\n\n03\n\n\n新造车集体遭遇第二考\n\n\n2020年,是蔚来、理想等头部新造车企业飞速成长的一年。\n去年蔚来汽车CEO李斌还被调侃为“年度最惨人物”,如今已彻底翻身,个人财富暴涨百亿。过去一年蔚来股价涨幅高达2126%,总市值已突破550亿美元,超过了通用汽车、福特以及法拉利等传统汽车巨头。\n花旗银行将蔚来目标价上调40%至46.4美元,认为蔚来第四季度毛利率有望达到22%-25%。德意志银行分析师重申对蔚来股票的“买入”评级。李斌也终于缓了一口气,“蔚来已经从重症监护室转到普通病房了。”\n2020年不仅是蔚来“起死回生”的一年,更接连见证了理想与小鹏成功赴美IPO的高光时刻。\n7月30日晚,理想汽车成功登陆纳斯达克,大股东王兴第一时间为其呐喊助威,认为理想汽车的市值即便达到千亿美元,也仍被“低估一个数量级”。一个月后,小鹏汽车在美国纽交所挂牌上市,当天收盘总市值达到150亿美元,刷新中国企业在美国的IPO纪录。威马汽车也于9月拿下100亿人民币的D轮融资,随着上市申请提交,距离科创板上市只差临门一脚。\n\n\n数据统计截至11月12日9时,未来汽车日报制图\n\n\n\n\n\n重获资本青睐背后,是“粉丝们”真金白银的支持。11月2日,蔚来、理想、小鹏、威马默契地同一天发布10月销量快报,无一例外全线飘红。小鹏、理想与威马当月交付量均超过3000辆,蔚来月交付量更是首次突破5000辆。\n然而,迈过融资、量产交付、上市的门槛,还远未到举杯欢庆的时候,新造车们正迎来“产品是否可靠”的关键大考。\n用户规模不断攀升,对新造车产品品质的考验也随之严苛。其实自燃、断轴并不是新造车独有的现象,传统车企也同样会发生类似事故。北汽新能源、广汽新能源以及比亚迪等传统车企生产的新能源汽车都出现过自燃现象,即便是新势力车企的榜样特斯拉,在全球范围内也发生过超过50起自燃事故。\n只是,新造车们自带流量,大众习惯于拿着放大镜将新造车企业的一举一动细细审视。\n经历过这一波集中召回潮,比起现金流承压更“残酷”的是信誉流失,市场不会为新势力车企们不成熟的技术和工艺买单。\n“新能源汽车行业瞬息万变,即便是融资再多或者成功上市,仍然有可能倒下去。”一位汽车行业分析师告诉未来汽车日报,销量虽然在短时间内能够爬坡,但长远来看,他们显然还有更重要的事情要做,一旦口碑坍塌,用户的信任荡然无存,这将是致命打击。\n“虽然造车新势力提前抢占了市场空白期、吸引了大量资本,但对于消费者来说买车并不看市值高低,关键还在于产品和品牌的可靠性。”汽车行业分析师凌然告诉未来汽车日报,如今已经过了兜售造车理念的阶段,接下来还是需要实体市场的支撑,“新势力车企也远没有度过危险期”。\n\n\n04\n\n\n真正的较量才刚刚开始\n\n\n走出PPT的新造车们,面临的挑战远不止弥补自身短板。大众、丰田等汽车巨头,已经加入战局,如何从这些大佬的虎口中夺食才是更大难题。\n在互联网领域,几乎所有的创业公司都会面临一个直击灵魂的问题:如果BAT入局,你还有没有机会?把相似的问题放在新能源汽车领域,新势力车企们也必须作答。\n事实上,汽车行业的“BAT”正在大举进攻这个全新的战场。\n10月底,投资170亿元的上汽大众MEB工厂正式投产,几天后ID.4 X正式开启预订,续航555km的长续航版补贴后售价不超过25万元。在中国市场拥有大批拥趸的丰田、本田等日系品牌也开始积极拥抱电动化,不断扩充新能源车产能,广汽丰田已开始建设总产能接近40万辆的两座全新工厂。此外,福特也将打造“更多人买得起”的电动车。\n11月5日,据外媒报道,宝马将改变其电气化战略,正在研发自己的电动车平台,准备彻底告别“油改电”思路。数日之后,11月11日晚,宝马集团正式发布了BMW iNEXT的量产车型——纯电动宝马iX。按照计划,BMW iX将在明年开始量产,并于明年引入国内。\n主流合资品牌、豪华品牌发起围剿,自主品牌也在暗暗发力。\n7月份,2.88万元起售的五菱宏光MINI 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u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399159783","repostId":"2085586072","repostType":2,"isVote":1,"tweetType":1,"viewCount":2456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304878625,"gmtCreate":1605199195767,"gmtModify":1703836766802,"author":{"id":"3524141680442395","authorId":"3524141680442395","name":"垃圾理想","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524141680442395","authorIdStr":"3524141680442395"},"themes":[],"htmlText":"一派胡言","listText":"一派胡言","text":"一派胡言","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304878625","repostId":"1102236185","repostType":2,"isVote":1,"tweetType":1,"viewCount":2328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304393543,"gmtCreate":1605139652282,"gmtModify":1703836382742,"author":{"id":"3524141680442395","authorId":"3524141680442395","name":"垃圾理想","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524141680442395","authorIdStr":"3524141680442395"},"themes":[],"htmlText":"2022年?还玩个p哦。bmw,真是起了个大早,赶了个晚集。","listText":"2022年?还玩个p哦。bmw,真是起了个大早,赶了个晚集。","text":"2022年?还玩个p哦。bmw,真是起了个大早,赶了个晚集。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304393543","repostId":"2082657190","repostType":2,"repost":{"id":"2082657190","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1062363208","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1605100278,"share":"https://www.laohu8.com/m/news/2082657190?lang=&edition=full","pubTime":"2020-11-11 21:11","market":"us","language":"en","title":"BMW unveils electric SUV to challenge Tesla, plans U.S. launch in early 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2082657190","media":"Reuters","summary":"By Joseph White DETROIT, Nov 11 (Reuters) - Germany luxury automaker BMW AG on Wednesday unveiled ","content":"<html><body><p>By Joseph White</p><p> DETROIT, Nov 11 (Reuters) - Germany luxury automaker BMW AG on Wednesday unveiled an electric sport utility vehicle called the BMW iX, planned to go on sale in early 2022 to compete with Tesla Inc and other rivals.</p><p> BMW said the iX 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