盲从的个人主页 - 老虎社区

盲从

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2主题

0勋章

2022-03-12

$蔚来(NIO)$进入到比惨时候了

2020-12-31

这样营销迟早会跪，清算吧

广汽蔚来发表致歉声明

2020-12-05

这个尴尬

抱歉，原内容已删除

2020-12-04

$蔚来(NIO)$到底是谁在增发？你跌啥[流泪] [流泪] [流泪]

2020-11-06

$理想汽车(LI)$李想，你大爷的，也不等我出完

2020-11-06

不知道今天能不能不被理想带到沟里

抱歉，原内容已删除

2020-10-30

$理想汽车(LI)$有老司机知道什么时候可以做空吗？[微笑]

2020-10-29

$小鹏汽车(XPEV)$要发财报了？真早啊

2020-10-21

$理想汽车(LI)$什么时候可以做空？[财迷] [财迷]

2020-07-30

跌26

@小虎活动:猜理想汽车首日涨跌幅，赢66虎币！

2020-05-26

$蔚来(NIO)$老铁今天很猛嘛

2020-03-25

$蔚来(NIO)$伟哥要来点吗？

2020-01-21

$蔚来(NIO)$ 有什么事情发生了？很多股票盘前跌？

2020-01-16

$蔚来(NIO)$ 我还没有上车呢！

2020-01-09

$蔚来(NIO)$ 可以睡觉了

去老虎APP查看更多动态

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15:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>广汽蔚来官博发布致歉声明：广汽蔚来一直以来关注央行试行数字货币相关政策，内部推动数字货币筹备工作。本次在未充分考虑和未取得金融监管许可的情况下，就发布成为首家接受数字货币购买的汽车企业，由此引起社会大众的关注，我们深表歉意。我们已在内部进行严密自查自纠，严肃处理相关责任人。恳请社会各界对我们的工作进行监督和指正。</p><p><img src=\"https://static.tigerbbs.com/ad1b7529a7e8f2e3ec5cf446e22a301f\" tg-width=\"1080\" 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15:33","market":"hk","language":"zh","title":"广汽蔚来发表致歉声明","url":"https://stock-news.laohu8.com/highlight/detail?id=1123995924","media":"老虎资讯综合","summary":"广汽蔚来官博发布致歉声明：广汽蔚来一直以来关注央行试行数字货币相关政策，内部推动数字货币筹备工作。本次在未充分考虑和未取得金融监管许可的情况下，就发布成为首家接受数字货币购买的汽车企业，由此引起社会大","content":"<p>广汽蔚来官博发布致歉声明：广汽蔚来一直以来关注央行试行数字货币相关政策，内部推动数字货币筹备工作。本次在未充分考虑和未取得金融监管许可的情况下，就发布成为首家接受数字货币购买的汽车企业，由此引起社会大众的关注，我们深表歉意。我们已在内部进行严密自查自纠，严肃处理相关责任人。恳请社会各界对我们的工作进行监督和指正。</p><p><img src=\"https://static.tigerbbs.com/ad1b7529a7e8f2e3ec5cf446e22a301f\" tg-width=\"1080\" tg-height=\"2340\"></p>","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>广汽蔚来发表致歉声明</title>\n<style 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15:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>广汽蔚来官博发布致歉声明：广汽蔚来一直以来关注央行试行数字货币相关政策，内部推动数字货币筹备工作。本次在未充分考虑和未取得金融监管许可的情况下，就发布成为首家接受数字货币购买的汽车企业，由此引起社会大众的关注，我们深表歉意。我们已在内部进行严密自查自纠，严肃处理相关责任人。恳请社会各界对我们的工作进行监督和指正。</p><p><img src=\"https://static.tigerbbs.com/ad1b7529a7e8f2e3ec5cf446e22a301f\" tg-width=\"1080\" 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href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>要发财报了？真早啊","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>要发财报了？真早啊","text":"$小鹏汽车(XPEV)$要发财报了？真早啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/308687663","isVote":1,"tweetType":1,"viewCount":2983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":953545124,"gmtCreate":1590500176468,"gmtModify":1704192681021,"author":{"id":"3526198281354641","authorId":"3526198281354641","name":"盲从","avatar":"https://static.tigerbbs.com/d12fe18ec59bf3380357a2bef19c0600","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3526198281354641","idStr":"3526198281354641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>老铁今天很猛嘛","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>老铁今天很猛嘛","text":"$蔚来(NIO)$老铁今天很猛嘛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/953545124","isVote":1,"tweetType":1,"viewCount":1354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":918909922,"gmtCreate":1578583694366,"gmtModify":1704337897388,"author":{"id":"3526198281354641","authorId":"3526198281354641","name":"盲从","avatar":"https://static.tigerbbs.com/d12fe18ec59bf3380357a2bef19c0600","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3526198281354641","idStr":"3526198281354641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;可以睡觉了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;可以睡觉了","text":"$蔚来(NIO)$ 可以睡觉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/918909922","isVote":1,"tweetType":1,"viewCount":1241,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心]，虎妞已给你送上100虎币，请前往商城领取；希望您能在老虎社区玩得开心、赚得开心哦； 此外如果您想创作优质文章，这里有一份老虎社区创作指引给到您，希望能对您有帮助！","text":"终于等到了您的初发帖[比心]，虎妞已给你送上100虎币，请前往商城领取；希望您能在老虎社区玩得开心、赚得开心哦； 此外如果您想创作优质文章，这里有一份老虎社区创作指引给到您，希望能对您有帮助！","html":"终于等到了您的初发帖[比心]，虎妞已给你送上100虎币，请前往商城领取；希望您能在老虎社区玩得开心、赚得开心哦； 此外如果您想创作优质文章，这里有一份老虎社区创作指引给到您，希望能对您有帮助！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635253230,"gmtCreate":1647017047798,"gmtModify":1647017047798,"author":{"id":"3526198281354641","authorId":"3526198281354641","name":"盲从","avatar":"https://static.tigerbbs.com/d12fe18ec59bf3380357a2bef19c0600","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3526198281354641","idStr":"3526198281354641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>进入到比惨时候了","listText":"<a 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13:56","market":"us","language":"zh","title":"蔚来汽车：一张图看懂100kWh电池及升级方案","url":"https://stock-news.laohu8.com/highlight/detail?id=1114705386","media":"老虎资讯综合","summary":"11月6日，$蔚来$正式推出100kWh动力电池包。蔚来创始人兼董事长李斌解释道，“目前可以说，全世界只有我们能提供这样的服务。”此外，李斌表示，蔚来已经在全国范围内建成158座充电站，累计完成约118万次换电，“平均每18秒就有一台蔚来从换电站满电出发。”在单车价格上，李斌介绍，蔚来平均单车交付价格比$特斯拉$的平均单车交付价格高出约15万元。","content":"<p>11月6日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>正式推出100kWh动力电池包。</p><p>据蔚来工作人员介绍，该电池包具备了无热蔓延安全设计、全天候温控、高度集成CTP、端云融合BMS等功能。如果搭载该电池包，蔚来ES6和EC6的续航里程将超过600km，分别为610km和615km，ES8的续航里程也将达到580km。“我们的电池包是单独迭代，现有车型都能通用。我们想给用户带来‘可充可换可升级’的电池升级服务。”蔚来创始人兼董事长李斌解释道，“目前可以说，全世界只有我们能提供这样的服务。”</p><p>此外，李斌表示，蔚来已经在全国范围内建成158座充电站，累计完成约118万次换电，“平均每18秒就有一台蔚来从换电站满电出发。”在单车价格上，李斌介绍，蔚来平均单车交付价格比<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的平均单车交付价格高出约15万元。</p><p><img src=\"https://static.tigerbbs.com/6f694f5edcb81ac2863db56ba9f4e099\" tg-width=\"1536\" tg-height=\"18099\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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蔚来汽车：一张图看懂100kWh电池及升级方案\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-11-06 13:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月6日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>正式推出100kWh动力电池包。</p><p>据蔚来工作人员介绍，该电池包具备了无热蔓延安全设计、全天候温控、高度集成CTP、端云融合BMS等功能。如果搭载该电池包，蔚来ES6和EC6的续航里程将超过600km，分别为610km和615km，ES8的续航里程也将达到580km。“我们的电池包是单独迭代，现有车型都能通用。我们想给用户带来‘可充可换可升级’的电池升级服务。”蔚来创始人兼董事长李斌解释道，“目前可以说，全世界只有我们能提供这样的服务。”</p><p>此外，李斌表示，蔚来已经在全国范围内建成158座充电站，累计完成约118万次换电，“平均每18秒就有一台蔚来从换电站满电出发。”在单车价格上，李斌介绍，蔚来平均单车交付价格比<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的平均单车交付价格高出约15万元。</p><p><img src=\"https://static.tigerbbs.com/6f694f5edcb81ac2863db56ba9f4e099\" tg-width=\"1536\" tg-height=\"18099\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114705386","content_text":"11月6日，蔚来正式推出100kWh动力电池包。据蔚来工作人员介绍，该电池包具备了无热蔓延安全设计、全天候温控、高度集成CTP、端云融合BMS等功能。如果搭载该电池包，蔚来ES6和EC6的续航里程将超过600km，分别为610km和615km，ES8的续航里程也将达到580km。“我们的电池包是单独迭代，现有车型都能通用。我们想给用户带来‘可充可换可升级’的电池升级服务。”蔚来创始人兼董事长李斌解释道，“目前可以说，全世界只有我们能提供这样的服务。”此外，李斌表示，蔚来已经在全国范围内建成158座充电站，累计完成约118万次换电，“平均每18秒就有一台蔚来从换电站满电出发。”在单车价格上，李斌介绍，蔚来平均单车交付价格比特斯拉的平均单车交付价格高出约15万元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396144248,"gmtCreate":1607077828884,"gmtModify":1703846279702,"author":{"id":"3526198281354641","authorId":"3526198281354641","name":"盲从","avatar":"https://static.tigerbbs.com/d12fe18ec59bf3380357a2bef19c0600","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3526198281354641","idStr":"3526198281354641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>到底是谁在增发？你跌啥[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>到底是谁在增发？你跌啥[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;","text":"$蔚来(NIO)$到底是谁在增发？你跌啥[流泪] [流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396144248","isVote":1,"tweetType":1,"viewCount":2184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396242955,"gmtCreate":1607140074577,"gmtModify":1703846691217,"author":{"id":"3526198281354641","authorId":"3526198281354641","name":"盲从","avatar":"https://static.tigerbbs.com/d12fe18ec59bf3380357a2bef19c0600","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3526198281354641","idStr":"3526198281354641"},"themes":[],"htmlText":"这个尴尬","listText":"这个尴尬","text":"这个尴尬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396242955","repostId":"2089061576","repostType":4,"repost":{"id":"2089061576","kind":"news","pubTimestamp":1607138309,"share":"https://www.laohu8.com/m/news/2089061576?lang=&edition=full","pubTime":"2020-12-05 11:18","market":"us","language":"zh","title":"理想计划推出纯电动车型，将搭载新的纯电动技术平台","url":"https://stock-news.laohu8.com/highlight/detail?id=2089061576","media":"李勤","summary":"坚持增程技术方案的$理想汽车$，也开始提前拥抱纯电动技术。从多位知情人士处获悉，理想汽车计划推出纯电动车型，该车型将搭载其最新的纯电动技术平台。关于纯电动车的推出时间，有数位接触到近期理想汽车募资路演的人士告诉36氪，理想汽车透露，2022年，除了按计划推出增程式全尺寸SUV，纯电动平台车型也已经提前，“BEV也计划最早在2022年推出亮相，2023年上市销售，会搭载理想的超快充和高电压平台等技术。”","content":"<p><span style=\"text-align:justify;\">坚持增程技术方案的<a href=\"https://laohu8.com/S/LI\">理想汽车</a>，也开始提前拥抱纯电动技术。</span></p><p>从多位知情人士处获悉，理想汽车计划推出纯电动车型，该车型将搭载其最新的纯电动技术平台。</p><p>关于纯电动车的推出时间，有数位接触到近期理想汽车募资路演的人士告诉36氪，理想汽车透露，2022年，除了按计划推出增程式全尺寸SUV，纯电动平台车型也已经提前，“BEV（Battery Electric Vehicle）也计划最早在2022年推出亮相，2023年上市销售，会搭载理想的超快充和高电压平台等技术。”</p><p>关于电动车推出时间的上述信息，理想汽车官方对36氪予以否认，“BEV项目在进行前期预研，现在还没有确定的推出时间。”</p><p>而一位接近理想汽车BEV项目的人士对36氪称，考虑到汽车研发和测试需要较长周期，理想首款纯电动车推出的时间很可能比上述预测的时间晚很多。</p><p>12月2日美股盘前，理想汽车发布公告，拟增发4700万股美国存托股票（ADS），净筹资额约16.020亿美元，如果承销商行使行使超额配售选择权，理想汽车将最高募资约18.405亿美元。</p><p>理想汽车在公告中，将这笔巨额融资的用途分为四个部分：</p><p>1、约30%用于新一代电动汽车技术的研发，包括高压平台、高充放电率电池和超快充电；</p><p>2、约20%用于下一个BEV（Battery Electric Vehicle）平台和未来车型的研发；</p><p>3、大约20%用于自动驾驶技术和解决方案的研发；</p><p>4、余额用于公司一般用途。</p><p>36氪从二级市场了解到，理想汽车此次募资计划出人意料，“7月底刚IPO，账上还有快200亿人民币资金，这次募资可能会掀起新一轮军备赛。”7月31日，理想汽车在纳斯达克上市，融资14.73亿美元。时隔仅3个月，理想汽车再次提交长达300多页的招股书，计划募资超过120亿人民币。</p><p>理想汽车公告称，其董事王兴有兴趣在此次增发中认购2000万美元ADS，但这份邀约不具有约束力。公告发布后第二天，理想汽车的路演启动。</p><p>在以纯电动技术为主流路线的新造车阵营中，理想汽车独树一帜，选择了增程式技术方案，即用内燃机增程器为电动机发电，解决电动车的续航焦虑，同时兼顾电动驾驶体验。</p><p>今年第三季度的财报会议上，理想汽车CEO李想明确表示，在400kW的快充技术成熟前，不会推出纯电动车型，“增程式技术在大型SUV、MPV上的应用具有5-10年的优势。”理想汽车计划2022年推出的全尺寸SUV即延续增程式技术方案。</p><p>李想还表示，400kW的快充技术需要三个条件支撑：800V以上的电压平台、500Ah超级快充的国家标准和4C充电倍率以上的电池。</p><p>但现在，李想显然要通过下场自研的方式，将推出纯电动车型的距离缩短。一位接近李想的行业人士向36氪分析，李想可能认为在某些细分市场，纯电动汽车在2023年或2024年的竞争力会比较强，“他的判断逻辑是，推出的BEV要打得过自己的增程。如果计划提前，意味着他对电动车发展速度和生态的重新判断。”</p><p>理想汽车的增程技术方案正得到市场认可。&nbsp;2020年1月至10月，理想ONE已累计交付21852辆，11月，理想汽车单月交付达到4646辆，环比增长25.8%。</p><p>但与此同时，采用纯电动技术的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>等，销量也在节节走高。蔚来在10月和11月，已经连续两月交付量维持在5000台以上，特斯拉更是凭借国产Model 3，单月交付维持在1万台以上。</p><p>而36氪此前曾独家报道，特斯拉中国工厂明年的生产计划是55万台，除去11万台出口任务，将有超过40万台在中国本土消化。同时，特斯拉充电桩工厂也在上海落成，明年计划生产1万根充电功率250kW的超充桩，超过特斯拉入华以来在国内建设的充电桩数量总和。高压的销量任务加上超充设施，特斯拉对中国的新能源车市场，无疑会是一次全方位的渗透。</p><p>面对纯电动阵营的强烈攻势，李想显然也及时调整了策略。“现在理想汽车同时在干三件大事，研发下一代自动驾驶，研发下一代增程技术平台以及新一代BEV平台。”有二级市场人士告诉36氪，如果不拿现在这100多亿人民币，资金确实有些吃紧。而当下的市场频繁波动，这也给理想汽车的募资增加了变数。</p>","source":"36kr_stock","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>理想计划推出纯电动车型，将搭载新的纯电动技术平台</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理想计划推出纯电动车型，将搭载新的纯电动技术平台\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-05 11:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/996014090555907><strong>李勤</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>坚持增程技术方案的理想汽车，也开始提前拥抱纯电动技术。从多位知情人士处获悉，理想汽车计划推出纯电动车型，该车型将搭载其最新的纯电动技术平台。关于纯电动车的推出时间，有数位接触到近期理想汽车募资路演的人士告诉36氪，理想汽车透露，2022年，除了按计划推出增程式全尺寸SUV，纯电动平台车型也已经提前，“BEV（Battery Electric Vehicle）也计划最早在2022年推出亮相，2023...</p>\n\n<a href=\"https://36kr.com/p/996014090555907\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车"},"source_url":"https://36kr.com/p/996014090555907","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2089061576","content_text":"坚持增程技术方案的理想汽车，也开始提前拥抱纯电动技术。从多位知情人士处获悉，理想汽车计划推出纯电动车型，该车型将搭载其最新的纯电动技术平台。关于纯电动车的推出时间，有数位接触到近期理想汽车募资路演的人士告诉36氪，理想汽车透露，2022年，除了按计划推出增程式全尺寸SUV，纯电动平台车型也已经提前，“BEV（Battery Electric Vehicle）也计划最早在2022年推出亮相，2023年上市销售，会搭载理想的超快充和高电压平台等技术。”关于电动车推出时间的上述信息，理想汽车官方对36氪予以否认，“BEV项目在进行前期预研，现在还没有确定的推出时间。”而一位接近理想汽车BEV项目的人士对36氪称，考虑到汽车研发和测试需要较长周期，理想首款纯电动车推出的时间很可能比上述预测的时间晚很多。12月2日美股盘前，理想汽车发布公告，拟增发4700万股美国存托股票（ADS），净筹资额约16.020亿美元，如果承销商行使行使超额配售选择权，理想汽车将最高募资约18.405亿美元。理想汽车在公告中，将这笔巨额融资的用途分为四个部分：1、约30%用于新一代电动汽车技术的研发，包括高压平台、高充放电率电池和超快充电；2、约20%用于下一个BEV（Battery Electric Vehicle）平台和未来车型的研发；3、大约20%用于自动驾驶技术和解决方案的研发；4、余额用于公司一般用途。36氪从二级市场了解到，理想汽车此次募资计划出人意料，“7月底刚IPO，账上还有快200亿人民币资金，这次募资可能会掀起新一轮军备赛。”7月31日，理想汽车在纳斯达克上市，融资14.73亿美元。时隔仅3个月，理想汽车再次提交长达300多页的招股书，计划募资超过120亿人民币。理想汽车公告称，其董事王兴有兴趣在此次增发中认购2000万美元ADS，但这份邀约不具有约束力。公告发布后第二天，理想汽车的路演启动。在以纯电动技术为主流路线的新造车阵营中，理想汽车独树一帜，选择了增程式技术方案，即用内燃机增程器为电动机发电，解决电动车的续航焦虑，同时兼顾电动驾驶体验。今年第三季度的财报会议上，理想汽车CEO李想明确表示，在400kW的快充技术成熟前，不会推出纯电动车型，“增程式技术在大型SUV、MPV上的应用具有5-10年的优势。”理想汽车计划2022年推出的全尺寸SUV即延续增程式技术方案。李想还表示，400kW的快充技术需要三个条件支撑：800V以上的电压平台、500Ah超级快充的国家标准和4C充电倍率以上的电池。但现在，李想显然要通过下场自研的方式，将推出纯电动车型的距离缩短。一位接近李想的行业人士向36氪分析，李想可能认为在某些细分市场，纯电动汽车在2023年或2024年的竞争力会比较强，“他的判断逻辑是，推出的BEV要打得过自己的增程。如果计划提前，意味着他对电动车发展速度和生态的重新判断。”理想汽车的增程技术方案正得到市场认可。 2020年1月至10月，理想ONE已累计交付21852辆，11月，理想汽车单月交付达到4646辆，环比增长25.8%。但与此同时，采用纯电动技术的特斯拉、蔚来和小鹏汽车等，销量也在节节走高。蔚来在10月和11月，已经连续两月交付量维持在5000台以上，特斯拉更是凭借国产Model 3，单月交付维持在1万台以上。而36氪此前曾独家报道，特斯拉中国工厂明年的生产计划是55万台，除去11万台出口任务，将有超过40万台在中国本土消化。同时，特斯拉充电桩工厂也在上海落成，明年计划生产1万根充电功率250kW的超充桩，超过特斯拉入华以来在国内建设的充电桩数量总和。高压的销量任务加上超充设施，特斯拉对中国的新能源车市场，无疑会是一次全方位的渗透。面对纯电动阵营的强烈攻势，李想显然也及时调整了策略。“现在理想汽车同时在干三件大事，研发下一代自动驾驶，研发下一代增程技术平台以及新一代BEV平台。”有二级市场人士告诉36氪，如果不拿现在这100多亿人民币，资金确实有些吃紧。而当下的市场频繁波动，这也给理想汽车的募资增加了变数。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302253908,"gmtCreate":1604655884104,"gmtModify":1703834302730,"author":{"id":"3526198281354641","authorId":"3526198281354641","name":"盲从","avatar":"https://static.tigerbbs.com/d12fe18ec59bf3380357a2bef19c0600","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3526198281354641","idStr":"3526198281354641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>李想，你 大 爷的，也不等我出完","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>李想，你 大 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