Jeff53503的个人主页 - 老虎社区

Jeff53503

Jeff53503

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IP属地：广东

10关注

1粉丝

1主题

0勋章

2023-11-01

$吉利汽车(00175)$ 吉利现在是不行了么，都比不上长城了么

2023-09-19

$华勤技术(603296)$ 没有任何热度

2023-08-29

$吉利汽车(00175)$ 加油

2023-05-29

小编是水军吧

反转来得这么快！长城汽车坐等被“打脸”？

2022-11-16

$零跑汽车(09863)$ 吓得大家都不敢上车了，机会来了

2022-10-28

$吉利汽车(00175)$历史低位，强力买入，小伙伴们，抓紧上车[得意] [财迷] [财迷]

2022-10-28

还在半山腰么

2022-10-24

搞得好复杂高端的样子，其实就是大项目组制

股价销量双低迷，小鹏汽车迎来史上最大组织调整

2022-09-29

$车市科技(01490)$要退市了

2022-08-12

$小米集团-W(01810)$用心做科技，全面布局自动驾驶和人工智能机器人，良心担当企业，必须支持，小米加油！！！今天all in

2022-08-04

$长城汽车(02333)$可以上车了，同学们，利好！！！

2022-06-27

$小米集团-W(01810)$接上一个贴，市场情绪高涨，明天🔥

2022-06-27

$恒大汽车(00708)$听说马上要倒闭了，胁逼

2022-06-27

$小米集团-W(01810)$今天会怎样🔥

2022-06-24

$小米集团-W(01810)$小米怎么了，怎么拉都拉不动，怎么回事

2022-03-07

$吉利汽车(00175)$你们都不急么

2021-09-15

$恒大汽车(00708)$至少恒大还在认真造车，莫怕，向前冲！

2021-08-18

nice 摇起来

吉利汽车上半年营收450.3亿元，净利润23.8亿元

2021-02-09

$网上车市(01490)$要退市了么？

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href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$&nbsp;</a>吉利现在是不行了么，都比不上长城了么","listText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$&nbsp;</a>吉利现在是不行了么，都比不上长城了么","text":"$吉利汽车(00175)$ 吉利现在是不行了么，都比不上长城了么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236626467475624","isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":221374671507592,"gmtCreate":1695088725364,"gmtModify":1695088726172,"author":{"id":"3530789679997539","authorId":"3530789679997539","name":"Jeff53503","avatar":"https://static.tigerbbs.com/05ef13749fe0ee40f33bd3be65c9ac75","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/603296\">$华勤技术(603296)$&nbsp;</a>没有任何热度","listText":"<a href=\"https://laohu8.com/S/603296\">$华勤技术(603296)$&nbsp;</a>没有任何热度","text":"$华勤技术(603296)$ 没有任何热度","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/221374671507592","isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":214037013291160,"gmtCreate":1693273158899,"gmtModify":1693273159730,"author":{"id":"3530789679997539","authorId":"3530789679997539","name":"Jeff53503","avatar":"https://static.tigerbbs.com/05ef13749fe0ee40f33bd3be65c9ac75","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$&nbsp;</a><v-v data-views=\"1\"></v-v> 加油","listText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$&nbsp;</a><v-v data-views=\"1\"></v-v> 加油","text":"$吉利汽车(00175)$ 加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/214037013291160","isVote":1,"tweetType":1,"viewCount":5969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655364569,"gmtCreate":1685325017251,"gmtModify":1685325018994,"author":{"id":"3530789679997539","authorId":"3530789679997539","name":"Jeff53503","avatar":"https://static.tigerbbs.com/05ef13749fe0ee40f33bd3be65c9ac75","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"小编是水军吧","listText":"小编是水军吧","text":"小编是水军吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655364569","repostId":"2338517768","repostType":2,"repost":{"id":"2338517768","pubTimestamp":1685107668,"share":"https://www.laohu8.com/m/news/2338517768?lang=&edition=full","pubTime":"2023-05-26 21:27","market":"hk","language":"zh","title":"反转来得这么快！长城汽车坐等被“打脸”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2338517768","media":"格隆汇","summary":"施小计，还是走大道？","content":"<html><body><p><span>5月25日，<a href=\"https://laohu8.com/S/601633\">长城汽车</a>向<a href=\"https://laohu8.com/S/002594\">比亚迪</a>的一则公开举报声明，将彼此都送上了舆论的风口浪尖，并且顺势干翻了本就羸弱的新能源车板块。</span></p><p>故事梗概是这样：</p><p>当天，<a href=\"https://laohu8.com/S/02333\">长城汽车</a>发布声明表示，4月11日，长城汽车向生态环境部、国家市场监督管理总局、工业和信息化部递交举报材料，就比亚迪秦PLUSDM-i、宋PLUS DM-i采用常压油箱，涉嫌整车蒸发污染物排放不达标的问题进行举报。</p><p>长城在这份声明的末尾还提及：<b>正在密切关注立案及处理进展。</b></p><p>这是要杠到底了？！</p><p>长城这边声明刚出，比亚迪火速回应：<b>坚决反对任何形式的不正当竞争行为！并保留法务诉讼的权力！</b></p><p>在回应中，比亚迪提到，长城汽车进行测试的车辆未按要求完成3000公里的磨合，车辆送检时，里程仅为450-670公里，<b>检测报告无效。</b></p><p>当然，比亚迪的回应没毛病。根据《轻型汽车污染物排放限值及测量方法》（第六阶段）要求，用于蒸发污染物测试的车辆，应该达到稳定的蒸发排放水平，至少累计运行3000公里。</p><p>对此，长城并没有作出回应，似乎略显尴尬。</p><blockquote><b><font color=\"#dc143c\">剧情正在反转，“打脸”来得这么快？</font></b></blockquote><p>由于此次双方“隔空”交锋的核心在于“油箱”、“蒸发物排放”这些涉及专业领域的概念，普通消费者通常很少会触及。即便一些业内人士谈及这些话题时，都有些犯难，尚难以给出定论，更何况是一众吃瓜群众。</p><p>其实，长城此次公开举报的<b>核心指向是排放不达标，而重要依据则是常用油箱。</b></p><p>对此，多位资深汽车从业者表示，“没有文件规定混合动力必须要用高压油箱，但对‘蒸发物排放’一直都有要求，高压油箱是常见的解决方案。”</p><p>随后一日，前<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>研发负责人、顺为资本高管胡峥楠在社交媒体上指出，<b>高压油箱不能和排放达标划等号</b>。</p><p>笔者也查询了一些相关资料了解到，由于插混车型在行驶过程中发动机运行时间短，炭罐冲洗机会少，所以导致炭罐内的油气无法及时冲洗充分，从而增加油气从炭罐大气口溢出的风险，蒸发及加油排放恶化。为了符合国六蒸发及加油排放，收集行驶过程中油箱内挥发汽油，插混车型采用高压油箱成为共识。而不论是工艺水平以及制造成本来看，高压油箱都明显高于常压油箱。</p><p>合着这意思是指---比亚迪有为降低成本“牺牲”排放之嫌。当然，这都是建立在混动车型上的常压油箱与排放不达标划等号的基础上。</p><p>那万一比亚迪有这样的技术，能解决这道难题呢？</p><p>没错，事件发酵还不到1天，就有人在网络上晒出了相关的技术专利截图。</p><p><img src=\"https://img3.gelonghui.com/16e1e-50d51856-faba-4df9-8c20-6b6172ae2723.png\"/></p><p>（来源：公开网络）</p><p>另外，根据网络流传的比亚迪产品维修手册截图显示，在发动机长期未启动的情况下，会出现活性炭罐饱和的情况，存在泄露风险，需对活性炭罐进行脱附；用户长期使用EV模式行驶，会触动产品进入HEV模式，在发动机启动的情况下，对活性炭罐进行脱附。</p><p><img src=\"https://img3.gelonghui.com/9b3ab-dda34dde-8cb8-4f96-85ea-a2f99f0fa459.png\"/></p><p>有个朋友今年春节前正好换了台比亚迪，他跟我讲，长长时间EV行驶下，6天左右短时启动发动机，同时发电、润滑和脱附，既合法又合理。</p><p>另外，据业内人士称，比亚迪有二十多年的插电式混动技术，具备很强的自主开发能力，有常压油箱，也有高压油箱的技术解决方案，都符合蒸发排放法规标准。</p><p>照这么来看，剧情似乎正在反转，而且来的是真快。当然，究竟孰是孰非，最终还是要等权威机构的检测结果出炉，才能盖棺定论。</p><p>不可否认的是，此事在短时间内已引起了极大的舆论效应，不管是否如长城所料，但这波似有预谋的“奇袭，目前看来并没能讨到多少好处。</p><p>一旦最终坐实被打脸，那真是得不偿失---不仅败人缘，还替他人无偿打了“广告”，说不定还会被打上“不正当竞争”的标签。</p><blockquote><b><font color=\"#dc143c\">境况已今非昔比</font></b></blockquote><p>实际上，长城与比亚迪的关系是非常微妙的。</p><p>作为汽车自主品牌的“三驾马车”中的两家，曾有过静好的“友情岁月”。</p><p>据业内人士透露，魏建军与王传福有着不错的私交，两人都是“技术派”，半辈子的功夫都放在了汽车技术的研发上。</p><p>此前，比亚迪与长城汽车的“互赠商标”事件，在行业内一度被传为佳话。</p><p>2021年11月，比亚迪免费将“魏”的商标转让给长城汽车。“魏”则是长城汽车旗下主打高端的SUV品牌，畅销车坦克300此前就属于魏品牌。与此同时，长城汽车则将“登陆舰”这个商标转让给了比亚迪，“登陆舰”成为了比亚迪一款MPV的名字。</p><p>彼时，长城汽车还曾公开表示，“双方携手共进，为实现中国品牌共同进步做出努力”。</p><p>如今，双方境况已今非昔比---比亚迪在新能源汽车市场攻城拔寨，坐稳了中国民营车企的第一把交椅；而长城汽车则深陷销量增长疲软的泥潭，股价也一路走低，目前的市值不足峰值时的1/3。</p><p>说到底，双方“反目”何尝不是行业内卷到极致的一种体现。</p><p>当然，现代商业竞争形式越来越多样化，通过非常规手段来打击对手，为自身发展谋求机会，这无可厚非。但是谋小计，还是走大道？这就看各自的选择和智慧了。</p></body></html>","source":"gelonghui_highlight","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\" 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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反转来得这么快！长城汽车坐等被“打脸”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-26 21:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/608269><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月25日，长城汽车向比亚迪的一则公开举报声明，将彼此都送上了舆论的风口浪尖，并且顺势干翻了本就羸弱的新能源车板块。故事梗概是这样：当天，长城汽车发布声明表示，4月11日，长城汽车向生态环境部、国家市场监督管理总局、工业和信息化部递交举报材料，就比亚迪秦PLUSDM-i、宋PLUS DM-i采用常压油箱，涉嫌整车蒸发污染物排放不达标的问题进行举报。长城在这份声明的末尾还提及：正在密切关注立案及处理...</p>\n\n<a href=\"https://www.gelonghui.com/p/608269\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img7.gelonghui.com/column/2.png","relate_stocks":{"601633":"长城汽车","02333":"长城汽车","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","BK0183":"MSCI概念","BK0169":"共享汽车","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","BK0172":"雄安新区","BK1540":"电池","BK1582":"深圳本地概念股","BK0012":"证金概念","BK0196":"行业龙头","BK1580":"烟草概念","BK0155":"锂电池","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK1149":"通信设备","BK1607":"新IT概念","BK1589":"北水核心资产","00285":"比亚迪电子","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","BK1515":"抗疫概念","002594":"比亚迪","BK0072":"苹果","BK0015":"沪股通50","BK1539":"汽车股","BK0028":"国家队","BK0264":"汽车制造","BK0014":"新能源汽车","BK1119":"汽车制造商","BK0188":"融资融券","BK0070":"员工持股","BK1504":"苹果概念","BK0187":"一线龙头","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H"},"source_url":"https://www.gelonghui.com/p/608269","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2338517768","content_text":"5月25日，长城汽车向比亚迪的一则公开举报声明，将彼此都送上了舆论的风口浪尖，并且顺势干翻了本就羸弱的新能源车板块。故事梗概是这样：当天，长城汽车发布声明表示，4月11日，长城汽车向生态环境部、国家市场监督管理总局、工业和信息化部递交举报材料，就比亚迪秦PLUSDM-i、宋PLUS DM-i采用常压油箱，涉嫌整车蒸发污染物排放不达标的问题进行举报。长城在这份声明的末尾还提及：正在密切关注立案及处理进展。这是要杠到底了？！长城这边声明刚出，比亚迪火速回应：坚决反对任何形式的不正当竞争行为！并保留法务诉讼的权力！在回应中，比亚迪提到，长城汽车进行测试的车辆未按要求完成3000公里的磨合，车辆送检时，里程仅为450-670公里，检测报告无效。当然，比亚迪的回应没毛病。根据《轻型汽车污染物排放限值及测量方法》（第六阶段）要求，用于蒸发污染物测试的车辆，应该达到稳定的蒸发排放水平，至少累计运行3000公里。对此，长城并没有作出回应，似乎略显尴尬。剧情正在反转，“打脸”来得这么快？由于此次双方“隔空”交锋的核心在于“油箱”、“蒸发物排放”这些涉及专业领域的概念，普通消费者通常很少会触及。即便一些业内人士谈及这些话题时，都有些犯难，尚难以给出定论，更何况是一众吃瓜群众。其实，长城此次公开举报的核心指向是排放不达标，而重要依据则是常用油箱。对此，多位资深汽车从业者表示，“没有文件规定混合动力必须要用高压油箱，但对‘蒸发物排放’一直都有要求，高压油箱是常见的解决方案。”随后一日，前吉利汽车研发负责人、顺为资本高管胡峥楠在社交媒体上指出，高压油箱不能和排放达标划等号。笔者也查询了一些相关资料了解到，由于插混车型在行驶过程中发动机运行时间短，炭罐冲洗机会少，所以导致炭罐内的油气无法及时冲洗充分，从而增加油气从炭罐大气口溢出的风险，蒸发及加油排放恶化。为了符合国六蒸发及加油排放，收集行驶过程中油箱内挥发汽油，插混车型采用高压油箱成为共识。而不论是工艺水平以及制造成本来看，高压油箱都明显高于常压油箱。合着这意思是指---比亚迪有为降低成本“牺牲”排放之嫌。当然，这都是建立在混动车型上的常压油箱与排放不达标划等号的基础上。那万一比亚迪有这样的技术，能解决这道难题呢？没错，事件发酵还不到1天，就有人在网络上晒出了相关的技术专利截图。（来源：公开网络）另外，根据网络流传的比亚迪产品维修手册截图显示，在发动机长期未启动的情况下，会出现活性炭罐饱和的情况，存在泄露风险，需对活性炭罐进行脱附；用户长期使用EV模式行驶，会触动产品进入HEV模式，在发动机启动的情况下，对活性炭罐进行脱附。有个朋友今年春节前正好换了台比亚迪，他跟我讲，长长时间EV行驶下，6天左右短时启动发动机，同时发电、润滑和脱附，既合法又合理。另外，据业内人士称，比亚迪有二十多年的插电式混动技术，具备很强的自主开发能力，有常压油箱，也有高压油箱的技术解决方案，都符合蒸发排放法规标准。照这么来看，剧情似乎正在反转，而且来的是真快。当然，究竟孰是孰非，最终还是要等权威机构的检测结果出炉，才能盖棺定论。不可否认的是，此事在短时间内已引起了极大的舆论效应，不管是否如长城所料，但这波似有预谋的“奇袭，目前看来并没能讨到多少好处。一旦最终坐实被打脸，那真是得不偿失---不仅败人缘，还替他人无偿打了“广告”，说不定还会被打上“不正当竞争”的标签。境况已今非昔比实际上，长城与比亚迪的关系是非常微妙的。作为汽车自主品牌的“三驾马车”中的两家，曾有过静好的“友情岁月”。据业内人士透露，魏建军与王传福有着不错的私交，两人都是“技术派”，半辈子的功夫都放在了汽车技术的研发上。此前，比亚迪与长城汽车的“互赠商标”事件，在行业内一度被传为佳话。2021年11月，比亚迪免费将“魏”的商标转让给长城汽车。“魏”则是长城汽车旗下主打高端的SUV品牌，畅销车坦克300此前就属于魏品牌。与此同时，长城汽车则将“登陆舰”这个商标转让给了比亚迪，“登陆舰”成为了比亚迪一款MPV的名字。彼时，长城汽车还曾公开表示，“双方携手共进，为实现中国品牌共同进步做出努力”。如今，双方境况已今非昔比---比亚迪在新能源汽车市场攻城拔寨，坐稳了中国民营车企的第一把交椅；而长城汽车则深陷销量增长疲软的泥潭，股价也一路走低，目前的市值不足峰值时的1/3。说到底，双方“反目”何尝不是行业内卷到极致的一种体现。当然，现代商业竞争形式越来越多样化，通过非常规手段来打击对手，为自身发展谋求机会，这无可厚非。但是谋小计，还是走大道？这就看各自的选择和智慧了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667310935,"gmtCreate":1668568157627,"gmtModify":1668568158659,"author":{"id":"3530789679997539","authorId":"3530789679997539","name":"Jeff53503","avatar":"https://static.tigerbbs.com/05ef13749fe0ee40f33bd3be65c9ac75","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$&nbsp;</a>吓得大家都不敢上车了，机会来了","listText":"<a href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$&nbsp;</a>吓得大家都不敢上车了，机会来了","text":"$零跑汽车(09863)$ 吓得大家都不敢上车了，机会来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667310935","isVote":1,"tweetType":1,"viewCount":1235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665310689,"gmtCreate":1666943595542,"gmtModify":1666943596579,"author":{"id":"3530789679997539","authorId":"3530789679997539","name":"Jeff53503","avatar":"https://static.tigerbbs.com/05ef13749fe0ee40f33bd3be65c9ac75","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>历史低位，强力买入，小伙伴们，抓紧上车[得意]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>历史低位，强力买入，小伙伴们，抓紧上车[得意]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"$吉利汽车(00175)$历史低位，强力买入，小伙伴们，抓紧上车[得意] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665310689","isVote":1,"tweetType":1,"viewCount":1220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665396782,"gmtCreate":1666937804447,"gmtModify":1666937807280,"author":{"id":"3530789679997539","authorId":"3530789679997539","name":"Jeff53503","avatar":"https://static.tigerbbs.com/05ef13749fe0ee40f33bd3be65c9ac75","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"还在半山腰么","listText":"还在半山腰么","text":"还在半山腰么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665396782","isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662202746,"gmtCreate":1666577591786,"gmtModify":1666577594658,"author":{"id":"3530789679997539","authorId":"3530789679997539","name":"Jeff53503","avatar":"https://static.tigerbbs.com/05ef13749fe0ee40f33bd3be65c9ac75","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"搞得好复杂高端的样子，其实就是大项目组制","listText":"搞得好复杂高端的样子，其实就是大项目组制","text":"搞得好复杂高端的样子，其实就是大项目组制","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662202746","repostId":"1182668264","repostType":4,"repost":{"id":"1182668264","pubTimestamp":1666495839,"share":"https://www.laohu8.com/m/news/1182668264?lang=&edition=full","pubTime":"2022-10-23 11:30","market":"us","language":"zh","title":"股价销量双低迷，小鹏汽车迎来史上最大组织调整","url":"https://stock-news.laohu8.com/highlight/detail?id=1182668264","media":"36氪","summary":"一次车型改配引发的风波。","content":"<html><head></head><body><p>作者：李勤</p><p>一款汽车调整价格和配置后会发生什么？<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>给出了新答案：一场深度的公司人事组织调整。</p><p><b>小鹏新车G9推出两天后突发调整价格，引发的余震未息。<a href=\"https://laohu8.com/S/KRKR\">36氪</a>独家获悉，小鹏汽车董事长兼CEO何小鹏近期多天主持公司管理层会议，对公司运营、组织架构和产品策略等关键问题进行反思和探讨，并在10月21日晚发布了全员邮件，宣告了一次全面的组织架构调整。</b></p><p>有小鹏汽车投资人直言：这不亚于<a href=\"https://laohu8.com/S/00700\">腾讯</a>2019年的“930”大调整。当时腾讯的组织调整涉及公司七大事业群的重组整合，引发全行业关注。</p><p>36氪独家获悉了小鹏汽车本次的组织调整公告。关键部分如下。</p><p>第一，小鹏汽车计划建立虚拟的委员会组织，拉通公司各条业务线的沟通渠道，提升协作效率，包括五大委员会：</p><blockquote>1、战略委员会，负责制定公司长期发展战略，并对品牌战略、业务规划、产品规划和技术规划的制定、分解、修订、调整等进行决策，何小鹏担任委员会主任；</blockquote><blockquote>2、产规委员会，根据企业战略和客户需求，负责产品战略和规划的制定，何小鹏担任委员会主任；</blockquote><blockquote>3、技术规划委员会，根据企业战略、市场需求和产品战略，负责技术战略和规划的制定，何小鹏担任委员会主任，何涛（联合创始人）担任委员会副主任；</blockquote><blockquote>4、产销平衡委员会，负责制定供应笑策略，根据产能和销售情况，负责产销平衡(含物流)的相关规划制定。何涛担任委员会主任；</blockquote><blockquote>5、OTA委员会，负责OTA业务的重大目标制定和管理决策，陈永海（互联网业务副总裁）担任委员会主任，矫青春担任委员会副主任。</blockquote><p>第二，除了五大委员会，小鹏汽车也计划建立虚拟的三个产品矩阵组织，确保以客户和市场导向为主，端到端的负责产品(含服务产品)全业务闭环，包括：</p><blockquote>E平台产品矩阵，负责横向E车型产品平台，负责人廖清红(兼)，向何小鹏汇报；</blockquote><blockquote>F平台产品矩阵，负责横向F车型产品平台，负责人夏珩(兼)，向何小鹏汇报；</blockquote><blockquote>H平台产品矩阵，负责横向H车型产品平台，负责人矫青春(兼)，向何小鹏汇报。</blockquote><p>有小鹏人士告诉36氪，平台产品矩阵是指围绕一款车从市场、客服、传播、销售 、培训、销售管理等等各个职能的协同，例如小鹏P7产品矩阵，就是促进P7售卖所包含的各个角色。这类似于华为的IPD开发形式，是跨部门产品开发组织，包括一款车的开发、测试、用服、市场、财务等各个部门，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>也已经引入这套开发形式。</p><p>过往小鹏汽车采用的组织架构为大集群策略，包括互联网中心、自动驾驶中心、整车和销服等，沟通和协作效率难免受阻，而小鹏希望通过虚拟组织—委员会，加强各个业务条线的沟通和联动。同航道选手<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和理想汽车也都采用了此类组织形式。</p><p>能明显看到，<b>在核心的战略、产品规划和技术规划等组织，何小鹏均担任委员会主任，这无疑会强化何小鹏在关键决策上的参与度。</b></p><p>而<b>平台产品矩阵的设立，也是保证小鹏汽车能将更多的市场和用户反馈，及时纳入到产品规划和决策当中。</b></p><p>整体来看，五大委员会和三大平台产品矩阵都是上层虚拟组织，用于加强公司重大决策和产品开发当中的跨部门协作。而在小鹏汽车日常的运营当中，将设立“战略、研发、供应生产、营销服、职能支撑五大体系，推动各业务链条目标一致，高效协同，支撑公司战略和大产品矩阵落地”。</p><p>9月下旬，小鹏汽车发布5座SUV车型G9，这是小鹏汽车押注了高性能<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>硬件、800V电压平台、4C大功率充电等多项重磅技术的核心车型，承接小鹏品牌向上的重任。何小鹏也在财报电话会上向投资人承诺，将通过G9等车型提升单车售价，从而改善公司毛利率。</p><p>但现实很骨感，<b>G9一经发布，其高价低配的策略和冗杂的产品配置，就招来市场如潮批评。小鹏汽车无奈，只得“突击”增加配置，平息市场风波。这种车辆发布后立马更改配置的事件，在汽车行业相当罕见。</b></p><p><b>G9是小鹏汽车的期望之作，也是扛鼎之作，承接小鹏今年的销量重任，而改配风波则让小鹏疲软的销量再蒙阴影。</b>据官方数据，小鹏汽车的销量已经从7月的11524辆，逐月下降到9月8468辆。而比小鹏销量下滑更快的是股价，相较年初，小鹏汽车的股价已经跌去80%，市值蒸发超两千亿元。</p><p>何小鹏显然看到了危机，据36氪了解，<b>改配事件后，何小鹏立马组织管理层连续数天开会讨论，着手公司组织体系上的问题反思和调整。今日的邮件，显然意味着小鹏汽车的这次深度调整告一段落。</b></p><p><b>今年以来，新造车头部成员<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>、理想汽车、小鹏汽车等，都未实现预期的销售进度。</b>有供应链高管人士向36氪透露，去年各家卖了接近10万台车，今年初都雄心勃勃，向供应链拍板要比去年翻番，但截至9月末，每家还未到10万台。“幸亏没听他们的预期，不然备货这么多，就亏惨了。”</p><p>销量疲软，叠加资本市场波动，各家股价也都相较年初跌去接近或者超过一半。除了账上还算丰厚的资金储备，新造车公司的光环也黯淡下来。</p><p>不过，不少行业人士也向36氪表示，一个产业不能每年都100%的翻倍增长，未来几年的行情，或许也能让各家都更重视内部运营效率的问题，修好内功。</p></body></html>","source":"36k","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>股价销量双低迷，小鹏汽车迎来史上最大组织调整</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股价销量双低迷，小鹏汽车迎来史上最大组织调整\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-23 11:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1967581427534725><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：李勤一款汽车调整价格和配置后会发生什么？小鹏汽车给出了新答案：一场深度的公司人事组织调整。小鹏新车G9推出两天后突发调整价格，引发的余震未息。36氪独家获悉，小鹏汽车董事长兼CEO何小鹏近期多天主持公司管理层会议，对公司运营、组织架构和产品策略等关键问题进行反思和探讨，并在10月21日晚发布了全员邮件，宣告了一次全面的组织架构调整。有小鹏汽车投资人直言：这不亚于腾讯2019年的“930”大...</p>\n\n<a href=\"https://36kr.com/p/1967581427534725\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/401f7adefb705cb1d679bb39b97c03e1","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"https://36kr.com/p/1967581427534725","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182668264","content_text":"作者：李勤一款汽车调整价格和配置后会发生什么？小鹏汽车给出了新答案：一场深度的公司人事组织调整。小鹏新车G9推出两天后突发调整价格，引发的余震未息。36氪独家获悉，小鹏汽车董事长兼CEO何小鹏近期多天主持公司管理层会议，对公司运营、组织架构和产品策略等关键问题进行反思和探讨，并在10月21日晚发布了全员邮件，宣告了一次全面的组织架构调整。有小鹏汽车投资人直言：这不亚于腾讯2019年的“930”大调整。当时腾讯的组织调整涉及公司七大事业群的重组整合，引发全行业关注。36氪独家获悉了小鹏汽车本次的组织调整公告。关键部分如下。第一，小鹏汽车计划建立虚拟的委员会组织，拉通公司各条业务线的沟通渠道，提升协作效率，包括五大委员会：1、战略委员会，负责制定公司长期发展战略，并对品牌战略、业务规划、产品规划和技术规划的制定、分解、修订、调整等进行决策，何小鹏担任委员会主任；2、产规委员会，根据企业战略和客户需求，负责产品战略和规划的制定，何小鹏担任委员会主任；3、技术规划委员会，根据企业战略、市场需求和产品战略，负责技术战略和规划的制定，何小鹏担任委员会主任，何涛（联合创始人）担任委员会副主任；4、产销平衡委员会，负责制定供应笑策略，根据产能和销售情况，负责产销平衡(含物流)的相关规划制定。何涛担任委员会主任；5、OTA委员会，负责OTA业务的重大目标制定和管理决策，陈永海（互联网业务副总裁）担任委员会主任，矫青春担任委员会副主任。第二，除了五大委员会，小鹏汽车也计划建立虚拟的三个产品矩阵组织，确保以客户和市场导向为主，端到端的负责产品(含服务产品)全业务闭环，包括：E平台产品矩阵，负责横向E车型产品平台，负责人廖清红(兼)，向何小鹏汇报；F平台产品矩阵，负责横向F车型产品平台，负责人夏珩(兼)，向何小鹏汇报；H平台产品矩阵，负责横向H车型产品平台，负责人矫青春(兼)，向何小鹏汇报。有小鹏人士告诉36氪，平台产品矩阵是指围绕一款车从市场、客服、传播、销售 、培训、销售管理等等各个职能的协同，例如小鹏P7产品矩阵，就是促进P7售卖所包含的各个角色。这类似于华为的IPD开发形式，是跨部门产品开发组织，包括一款车的开发、测试、用服、市场、财务等各个部门，理想汽车也已经引入这套开发形式。过往小鹏汽车采用的组织架构为大集群策略，包括互联网中心、自动驾驶中心、整车和销服等，沟通和协作效率难免受阻，而小鹏希望通过虚拟组织—委员会，加强各个业务条线的沟通和联动。同航道选手蔚来和理想汽车也都采用了此类组织形式。能明显看到，在核心的战略、产品规划和技术规划等组织，何小鹏均担任委员会主任，这无疑会强化何小鹏在关键决策上的参与度。而平台产品矩阵的设立，也是保证小鹏汽车能将更多的市场和用户反馈，及时纳入到产品规划和决策当中。整体来看，五大委员会和三大平台产品矩阵都是上层虚拟组织，用于加强公司重大决策和产品开发当中的跨部门协作。而在小鹏汽车日常的运营当中，将设立“战略、研发、供应生产、营销服、职能支撑五大体系，推动各业务链条目标一致，高效协同，支撑公司战略和大产品矩阵落地”。9月下旬，小鹏汽车发布5座SUV车型G9，这是小鹏汽车押注了高性能智能硬件、800V电压平台、4C大功率充电等多项重磅技术的核心车型，承接小鹏品牌向上的重任。何小鹏也在财报电话会上向投资人承诺，将通过G9等车型提升单车售价，从而改善公司毛利率。但现实很骨感，G9一经发布，其高价低配的策略和冗杂的产品配置，就招来市场如潮批评。小鹏汽车无奈，只得“突击”增加配置，平息市场风波。这种车辆发布后立马更改配置的事件，在汽车行业相当罕见。G9是小鹏汽车的期望之作，也是扛鼎之作，承接小鹏今年的销量重任，而改配风波则让小鹏疲软的销量再蒙阴影。据官方数据，小鹏汽车的销量已经从7月的11524辆，逐月下降到9月8468辆。而比小鹏销量下滑更快的是股价，相较年初，小鹏汽车的股价已经跌去80%，市值蒸发超两千亿元。何小鹏显然看到了危机，据36氪了解，改配事件后，何小鹏立马组织管理层连续数天开会讨论，着手公司组织体系上的问题反思和调整。今日的邮件，显然意味着小鹏汽车的这次深度调整告一段落。今年以来，新造车头部成员蔚来、理想汽车、小鹏汽车等，都未实现预期的销售进度。有供应链高管人士向36氪透露，去年各家卖了接近10万台车，今年初都雄心勃勃，向供应链拍板要比去年翻番，但截至9月末，每家还未到10万台。“幸亏没听他们的预期，不然备货这么多，就亏惨了。”销量疲软，叠加资本市场波动，各家股价也都相较年初跌去接近或者超过一半。除了账上还算丰厚的资金储备，新造车公司的光环也黯淡下来。不过，不少行业人士也向36氪表示，一个产业不能每年都100%的翻倍增长，未来几年的行情，或许也能让各家都更重视内部运营效率的问题，修好内功。","news_type":1},"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668367625,"gmtCreate":1664435187268,"gmtModify":1664435188771,"author":{"id":"3530789679997539","authorId":"3530789679997539","name":"Jeff53503","avatar":"https://static.tigerbbs.com/05ef13749fe0ee40f33bd3be65c9ac75","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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摇起来","text":"nice 摇起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833702874","repostId":"1178651757","repostType":4,"repost":{"id":"1178651757","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629259607,"share":"https://www.laohu8.com/m/news/1178651757?lang=&edition=full","pubTime":"2021-08-18 12:06","market":"hk","language":"zh","title":"吉利汽车上半年营收450.3亿元，净利润23.8亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1178651757","media":"老虎资讯综合","summary":"8月18日午间，吉利汽车发布2021年上半年业绩。财报显示，上半年营收450.3亿元，市场预期534.56亿元，去年同期368.20亿元；上半年净利润23.8亿元，去年同期22.97亿元；上半年每股摊","content":"<p>8月18日午间，<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>发布2021年上半年业绩。财报显示，上半年营收450.3亿元，市场预期534.56亿元，去年同期368.20亿元；上半年净利润23.8亿元，去年同期22.97亿元；上半年每股摊薄盈利0.2359元，去年同期0.247元；上半年毛利77.59亿元，去年同期63.02亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/818fa59536d5840363e2930ad4b707a6\" tg-width=\"743\" tg-height=\"768\" referrerpolicy=\"no-referrer\"></p>\n<p>吉利汽车：在2021年上半年，本集团于中国市场的总销量同比增加13%至576,815部（包括本集团拥有50%权益之合营公司领克投资有限公司所销售的领克品牌汽车销量），同期中国市场乘用车总销量录得同比上升27.0%。</p>\n<p>本集团管理团队仍然决意达成2021年全年销量为1,530,000部此一目标，较去年增长16%，惟近期芯片短缺问题日益严重，且新冠病毒个案再度于全球出现上升趋势，对我们未来数月的销售表现构成重大威胁，继而减低我们达成目标的机会。</p>\n<p>吉利汽车：于二零二一年八月十八日举行之董事会会议中，董事会议决不向本公司股东派付中期股息。</p>\n<p>本公司将于二零二一年八月三十一日举行董事会会议，董事会将于会上通过议案，其中包括批准刊发本公司及其附属公司截至二零二一年六月三十日止之六个月中期业绩，以及考虑派发中期股息（如有）。</p>\n<p>吉利汽车：下半年，智慧及智能化新能源汽车及汽车车型将成为吉利汽车新产品投放重点；待有关条件成熟后，公司将积极推进人民币股份发行之上市工作。</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>吉利汽车上半年营收450.3亿元，净利润23.8亿元</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; margin-bottom:1em; 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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吉利汽车上半年营收450.3亿元，净利润23.8亿元\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\">2021-08-18 12:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月18日午间，<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>发布2021年上半年业绩。财报显示，上半年营收450.3亿元，市场预期534.56亿元，去年同期368.20亿元；上半年净利润23.8亿元，去年同期22.97亿元；上半年每股摊薄盈利0.2359元，去年同期0.247元；上半年毛利77.59亿元，去年同期63.02亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/818fa59536d5840363e2930ad4b707a6\" tg-width=\"743\" tg-height=\"768\" referrerpolicy=\"no-referrer\"></p>\n<p>吉利汽车：在2021年上半年，本集团于中国市场的总销量同比增加13%至576,815部（包括本集团拥有50%权益之合营公司领克投资有限公司所销售的领克品牌汽车销量），同期中国市场乘用车总销量录得同比上升27.0%。</p>\n<p>本集团管理团队仍然决意达成2021年全年销量为1,530,000部此一目标，较去年增长16%，惟近期芯片短缺问题日益严重，且新冠病毒个案再度于全球出现上升趋势，对我们未来数月的销售表现构成重大威胁，继而减低我们达成目标的机会。</p>\n<p>吉利汽车：于二零二一年八月十八日举行之董事会会议中，董事会议决不向本公司股东派付中期股息。</p>\n<p>本公司将于二零二一年八月三十一日举行董事会会议，董事会将于会上通过议案，其中包括批准刊发本公司及其附属公司截至二零二一年六月三十日止之六个月中期业绩，以及考虑派发中期股息（如有）。</p>\n<p>吉利汽车：下半年，智慧及智能化新能源汽车及汽车车型将成为吉利汽车新产品投放重点；待有关条件成熟后，公司将积极推进人民币股份发行之上市工作。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5a4a0d90587b4a1f8e70e6ef9eb66019","relate_stocks":{"00175":"吉利汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178651757","content_text":"8月18日午间，吉利汽车发布2021年上半年业绩。财报显示，上半年营收450.3亿元，市场预期534.56亿元，去年同期368.20亿元；上半年净利润23.8亿元，去年同期22.97亿元；上半年每股摊薄盈利0.2359元，去年同期0.247元；上半年毛利77.59亿元，去年同期63.02亿元。\n\n吉利汽车：在2021年上半年，本集团于中国市场的总销量同比增加13%至576,815部（包括本集团拥有50%权益之合营公司领克投资有限公司所销售的领克品牌汽车销量），同期中国市场乘用车总销量录得同比上升27.0%。\n本集团管理团队仍然决意达成2021年全年销量为1,530,000部此一目标，较去年增长16%，惟近期芯片短缺问题日益严重，且新冠病毒个案再度于全球出现上升趋势，对我们未来数月的销售表现构成重大威胁，继而减低我们达成目标的机会。\n吉利汽车：于二零二一年八月十八日举行之董事会会议中，董事会议决不向本公司股东派付中期股息。\n本公司将于二零二一年八月三十一日举行董事会会议，董事会将于会上通过议案，其中包括批准刊发本公司及其附属公司截至二零二一年六月三十日止之六个月中期业绩，以及考虑派发中期股息（如有）。\n吉利汽车：下半年，智慧及智能化新能源汽车及汽车车型将成为吉利汽车新产品投放重点；待有关条件成熟后，公司将积极推进人民币股份发行之上市工作。","news_type":1},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383940677,"gmtCreate":1612832985499,"gmtModify":1703765594678,"author":{"id":"3530789679997539","authorId":"3530789679997539","name":"Jeff53503","avatar":"https://static.tigerbbs.com/05ef13749fe0ee40f33bd3be65c9ac75","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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21:27","market":"hk","language":"zh","title":"反转来得这么快！长城汽车坐等被“打脸”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2338517768","media":"格隆汇","summary":"施小计，还是走大道？","content":"<html><body><p><span>5月25日，<a href=\"https://laohu8.com/S/601633\">长城汽车</a>向<a href=\"https://laohu8.com/S/002594\">比亚迪</a>的一则公开举报声明，将彼此都送上了舆论的风口浪尖，并且顺势干翻了本就羸弱的新能源车板块。</span></p><p>故事梗概是这样：</p><p>当天，<a href=\"https://laohu8.com/S/02333\">长城汽车</a>发布声明表示，4月11日，长城汽车向生态环境部、国家市场监督管理总局、工业和信息化部递交举报材料，就比亚迪秦PLUSDM-i、宋PLUS DM-i采用常压油箱，涉嫌整车蒸发污染物排放不达标的问题进行举报。</p><p>长城在这份声明的末尾还提及：<b>正在密切关注立案及处理进展。</b></p><p>这是要杠到底了？！</p><p>长城这边声明刚出，比亚迪火速回应：<b>坚决反对任何形式的不正当竞争行为！并保留法务诉讼的权力！</b></p><p>在回应中，比亚迪提到，长城汽车进行测试的车辆未按要求完成3000公里的磨合，车辆送检时，里程仅为450-670公里，<b>检测报告无效。</b></p><p>当然，比亚迪的回应没毛病。根据《轻型汽车污染物排放限值及测量方法》（第六阶段）要求，用于蒸发污染物测试的车辆，应该达到稳定的蒸发排放水平，至少累计运行3000公里。</p><p>对此，长城并没有作出回应，似乎略显尴尬。</p><blockquote><b><font color=\"#dc143c\">剧情正在反转，“打脸”来得这么快？</font></b></blockquote><p>由于此次双方“隔空”交锋的核心在于“油箱”、“蒸发物排放”这些涉及专业领域的概念，普通消费者通常很少会触及。即便一些业内人士谈及这些话题时，都有些犯难，尚难以给出定论，更何况是一众吃瓜群众。</p><p>其实，长城此次公开举报的<b>核心指向是排放不达标，而重要依据则是常用油箱。</b></p><p>对此，多位资深汽车从业者表示，“没有文件规定混合动力必须要用高压油箱，但对‘蒸发物排放’一直都有要求，高压油箱是常见的解决方案。”</p><p>随后一日，前<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>研发负责人、顺为资本高管胡峥楠在社交媒体上指出，<b>高压油箱不能和排放达标划等号</b>。</p><p>笔者也查询了一些相关资料了解到，由于插混车型在行驶过程中发动机运行时间短，炭罐冲洗机会少，所以导致炭罐内的油气无法及时冲洗充分，从而增加油气从炭罐大气口溢出的风险，蒸发及加油排放恶化。为了符合国六蒸发及加油排放，收集行驶过程中油箱内挥发汽油，插混车型采用高压油箱成为共识。而不论是工艺水平以及制造成本来看，高压油箱都明显高于常压油箱。</p><p>合着这意思是指---比亚迪有为降低成本“牺牲”排放之嫌。当然，这都是建立在混动车型上的常压油箱与排放不达标划等号的基础上。</p><p>那万一比亚迪有这样的技术，能解决这道难题呢？</p><p>没错，事件发酵还不到1天，就有人在网络上晒出了相关的技术专利截图。</p><p><img src=\"https://img3.gelonghui.com/16e1e-50d51856-faba-4df9-8c20-6b6172ae2723.png\"/></p><p>（来源：公开网络）</p><p>另外，根据网络流传的比亚迪产品维修手册截图显示，在发动机长期未启动的情况下，会出现活性炭罐饱和的情况，存在泄露风险，需对活性炭罐进行脱附；用户长期使用EV模式行驶，会触动产品进入HEV模式，在发动机启动的情况下，对活性炭罐进行脱附。</p><p><img src=\"https://img3.gelonghui.com/9b3ab-dda34dde-8cb8-4f96-85ea-a2f99f0fa459.png\"/></p><p>有个朋友今年春节前正好换了台比亚迪，他跟我讲，长长时间EV行驶下，6天左右短时启动发动机，同时发电、润滑和脱附，既合法又合理。</p><p>另外，据业内人士称，比亚迪有二十多年的插电式混动技术，具备很强的自主开发能力，有常压油箱，也有高压油箱的技术解决方案，都符合蒸发排放法规标准。</p><p>照这么来看，剧情似乎正在反转，而且来的是真快。当然，究竟孰是孰非，最终还是要等权威机构的检测结果出炉，才能盖棺定论。</p><p>不可否认的是，此事在短时间内已引起了极大的舆论效应，不管是否如长城所料，但这波似有预谋的“奇袭，目前看来并没能讨到多少好处。</p><p>一旦最终坐实被打脸，那真是得不偿失---不仅败人缘，还替他人无偿打了“广告”，说不定还会被打上“不正当竞争”的标签。</p><blockquote><b><font color=\"#dc143c\">境况已今非昔比</font></b></blockquote><p>实际上，长城与比亚迪的关系是非常微妙的。</p><p>作为汽车自主品牌的“三驾马车”中的两家，曾有过静好的“友情岁月”。</p><p>据业内人士透露，魏建军与王传福有着不错的私交，两人都是“技术派”，半辈子的功夫都放在了汽车技术的研发上。</p><p>此前，比亚迪与长城汽车的“互赠商标”事件，在行业内一度被传为佳话。</p><p>2021年11月，比亚迪免费将“魏”的商标转让给长城汽车。“魏”则是长城汽车旗下主打高端的SUV品牌，畅销车坦克300此前就属于魏品牌。与此同时，长城汽车则将“登陆舰”这个商标转让给了比亚迪，“登陆舰”成为了比亚迪一款MPV的名字。</p><p>彼时，长城汽车还曾公开表示，“双方携手共进，为实现中国品牌共同进步做出努力”。</p><p>如今，双方境况已今非昔比---比亚迪在新能源汽车市场攻城拔寨，坐稳了中国民营车企的第一把交椅；而长城汽车则深陷销量增长疲软的泥潭，股价也一路走低，目前的市值不足峰值时的1/3。</p><p>说到底，双方“反目”何尝不是行业内卷到极致的一种体现。</p><p>当然，现代商业竞争形式越来越多样化，通过非常规手段来打击对手，为自身发展谋求机会，这无可厚非。但是谋小计，还是走大道？这就看各自的选择和智慧了。</p></body></html>","source":"gelonghui_highlight","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\" 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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反转来得这么快！长城汽车坐等被“打脸”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-26 21:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/608269><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月25日，长城汽车向比亚迪的一则公开举报声明，将彼此都送上了舆论的风口浪尖，并且顺势干翻了本就羸弱的新能源车板块。故事梗概是这样：当天，长城汽车发布声明表示，4月11日，长城汽车向生态环境部、国家市场监督管理总局、工业和信息化部递交举报材料，就比亚迪秦PLUSDM-i、宋PLUS DM-i采用常压油箱，涉嫌整车蒸发污染物排放不达标的问题进行举报。长城在这份声明的末尾还提及：正在密切关注立案及处理...</p>\n\n<a href=\"https://www.gelonghui.com/p/608269\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img7.gelonghui.com/column/2.png","relate_stocks":{"601633":"长城汽车","02333":"长城汽车","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","BK0183":"MSCI概念","BK0169":"共享汽车","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","BK0172":"雄安新区","BK1540":"电池","BK1582":"深圳本地概念股","BK0012":"证金概念","BK0196":"行业龙头","BK1580":"烟草概念","BK0155":"锂电池","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK1149":"通信设备","BK1607":"新IT概念","BK1589":"北水核心资产","00285":"比亚迪电子","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","BK1515":"抗疫概念","002594":"比亚迪","BK0072":"苹果","BK0015":"沪股通50","BK1539":"汽车股","BK0028":"国家队","BK0264":"汽车制造","BK0014":"新能源汽车","BK1119":"汽车制造商","BK0188":"融资融券","BK0070":"员工持股","BK1504":"苹果概念","BK0187":"一线龙头","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H"},"source_url":"https://www.gelonghui.com/p/608269","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2338517768","content_text":"5月25日，长城汽车向比亚迪的一则公开举报声明，将彼此都送上了舆论的风口浪尖，并且顺势干翻了本就羸弱的新能源车板块。故事梗概是这样：当天，长城汽车发布声明表示，4月11日，长城汽车向生态环境部、国家市场监督管理总局、工业和信息化部递交举报材料，就比亚迪秦PLUSDM-i、宋PLUS DM-i采用常压油箱，涉嫌整车蒸发污染物排放不达标的问题进行举报。长城在这份声明的末尾还提及：正在密切关注立案及处理进展。这是要杠到底了？！长城这边声明刚出，比亚迪火速回应：坚决反对任何形式的不正当竞争行为！并保留法务诉讼的权力！在回应中，比亚迪提到，长城汽车进行测试的车辆未按要求完成3000公里的磨合，车辆送检时，里程仅为450-670公里，检测报告无效。当然，比亚迪的回应没毛病。根据《轻型汽车污染物排放限值及测量方法》（第六阶段）要求，用于蒸发污染物测试的车辆，应该达到稳定的蒸发排放水平，至少累计运行3000公里。对此，长城并没有作出回应，似乎略显尴尬。剧情正在反转，“打脸”来得这么快？由于此次双方“隔空”交锋的核心在于“油箱”、“蒸发物排放”这些涉及专业领域的概念，普通消费者通常很少会触及。即便一些业内人士谈及这些话题时，都有些犯难，尚难以给出定论，更何况是一众吃瓜群众。其实，长城此次公开举报的核心指向是排放不达标，而重要依据则是常用油箱。对此，多位资深汽车从业者表示，“没有文件规定混合动力必须要用高压油箱，但对‘蒸发物排放’一直都有要求，高压油箱是常见的解决方案。”随后一日，前吉利汽车研发负责人、顺为资本高管胡峥楠在社交媒体上指出，高压油箱不能和排放达标划等号。笔者也查询了一些相关资料了解到，由于插混车型在行驶过程中发动机运行时间短，炭罐冲洗机会少，所以导致炭罐内的油气无法及时冲洗充分，从而增加油气从炭罐大气口溢出的风险，蒸发及加油排放恶化。为了符合国六蒸发及加油排放，收集行驶过程中油箱内挥发汽油，插混车型采用高压油箱成为共识。而不论是工艺水平以及制造成本来看，高压油箱都明显高于常压油箱。合着这意思是指---比亚迪有为降低成本“牺牲”排放之嫌。当然，这都是建立在混动车型上的常压油箱与排放不达标划等号的基础上。那万一比亚迪有这样的技术，能解决这道难题呢？没错，事件发酵还不到1天，就有人在网络上晒出了相关的技术专利截图。（来源：公开网络）另外，根据网络流传的比亚迪产品维修手册截图显示，在发动机长期未启动的情况下，会出现活性炭罐饱和的情况，存在泄露风险，需对活性炭罐进行脱附；用户长期使用EV模式行驶，会触动产品进入HEV模式，在发动机启动的情况下，对活性炭罐进行脱附。有个朋友今年春节前正好换了台比亚迪，他跟我讲，长长时间EV行驶下，6天左右短时启动发动机，同时发电、润滑和脱附，既合法又合理。另外，据业内人士称，比亚迪有二十多年的插电式混动技术，具备很强的自主开发能力，有常压油箱，也有高压油箱的技术解决方案，都符合蒸发排放法规标准。照这么来看，剧情似乎正在反转，而且来的是真快。当然，究竟孰是孰非，最终还是要等权威机构的检测结果出炉，才能盖棺定论。不可否认的是，此事在短时间内已引起了极大的舆论效应，不管是否如长城所料，但这波似有预谋的“奇袭，目前看来并没能讨到多少好处。一旦最终坐实被打脸，那真是得不偿失---不仅败人缘，还替他人无偿打了“广告”，说不定还会被打上“不正当竞争”的标签。境况已今非昔比实际上，长城与比亚迪的关系是非常微妙的。作为汽车自主品牌的“三驾马车”中的两家，曾有过静好的“友情岁月”。据业内人士透露，魏建军与王传福有着不错的私交，两人都是“技术派”，半辈子的功夫都放在了汽车技术的研发上。此前，比亚迪与长城汽车的“互赠商标”事件，在行业内一度被传为佳话。2021年11月，比亚迪免费将“魏”的商标转让给长城汽车。“魏”则是长城汽车旗下主打高端的SUV品牌，畅销车坦克300此前就属于魏品牌。与此同时，长城汽车则将“登陆舰”这个商标转让给了比亚迪，“登陆舰”成为了比亚迪一款MPV的名字。彼时，长城汽车还曾公开表示，“双方携手共进，为实现中国品牌共同进步做出努力”。如今，双方境况已今非昔比---比亚迪在新能源汽车市场攻城拔寨，坐稳了中国民营车企的第一把交椅；而长城汽车则深陷销量增长疲软的泥潭，股价也一路走低，目前的市值不足峰值时的1/3。说到底，双方“反目”何尝不是行业内卷到极致的一种体现。当然，现代商业竞争形式越来越多样化，通过非常规手段来打击对手，为自身发展谋求机会，这无可厚非。但是谋小计，还是走大道？这就看各自的选择和智慧了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667310935,"gmtCreate":1668568157627,"gmtModify":1668568158659,"author":{"id":"3530789679997539","authorId":"3530789679997539","name":"Jeff53503","avatar":"https://static.tigerbbs.com/05ef13749fe0ee40f33bd3be65c9ac75","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$&nbsp;</a>吓得大家都不敢上车了，机会来了","listText":"<a href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$&nbsp;</a>吓得大家都不敢上车了，机会来了","text":"$零跑汽车(09863)$ 吓得大家都不敢上车了，机会来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667310935","isVote":1,"tweetType":1,"viewCount":1235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665396782,"gmtCreate":1666937804447,"gmtModify":1666937807280,"author":{"id":"3530789679997539","authorId":"3530789679997539","name":"Jeff53503","avatar":"https://static.tigerbbs.com/05ef13749fe0ee40f33bd3be65c9ac75","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"还在半山腰么","listText":"还在半山腰么","text":"还在半山腰么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665396782","isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662202746,"gmtCreate":1666577591786,"gmtModify":1666577594658,"author":{"id":"3530789679997539","authorId":"3530789679997539","name":"Jeff53503","avatar":"https://static.tigerbbs.com/05ef13749fe0ee40f33bd3be65c9ac75","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"搞得好复杂高端的样子，其实就是大项目组制","listText":"搞得好复杂高端的样子，其实就是大项目组制","text":"搞得好复杂高端的样子，其实就是大项目组制","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662202746","repostId":"1182668264","repostType":4,"repost":{"id":"1182668264","pubTimestamp":1666495839,"share":"https://www.laohu8.com/m/news/1182668264?lang=&edition=full","pubTime":"2022-10-23 11:30","market":"us","language":"zh","title":"股价销量双低迷，小鹏汽车迎来史上最大组织调整","url":"https://stock-news.laohu8.com/highlight/detail?id=1182668264","media":"36氪","summary":"一次车型改配引发的风波。","content":"<html><head></head><body><p>作者：李勤</p><p>一款汽车调整价格和配置后会发生什么？<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>给出了新答案：一场深度的公司人事组织调整。</p><p><b>小鹏新车G9推出两天后突发调整价格，引发的余震未息。<a href=\"https://laohu8.com/S/KRKR\">36氪</a>独家获悉，小鹏汽车董事长兼CEO何小鹏近期多天主持公司管理层会议，对公司运营、组织架构和产品策略等关键问题进行反思和探讨，并在10月21日晚发布了全员邮件，宣告了一次全面的组织架构调整。</b></p><p>有小鹏汽车投资人直言：这不亚于<a href=\"https://laohu8.com/S/00700\">腾讯</a>2019年的“930”大调整。当时腾讯的组织调整涉及公司七大事业群的重组整合，引发全行业关注。</p><p>36氪独家获悉了小鹏汽车本次的组织调整公告。关键部分如下。</p><p>第一，小鹏汽车计划建立虚拟的委员会组织，拉通公司各条业务线的沟通渠道，提升协作效率，包括五大委员会：</p><blockquote>1、战略委员会，负责制定公司长期发展战略，并对品牌战略、业务规划、产品规划和技术规划的制定、分解、修订、调整等进行决策，何小鹏担任委员会主任；</blockquote><blockquote>2、产规委员会，根据企业战略和客户需求，负责产品战略和规划的制定，何小鹏担任委员会主任；</blockquote><blockquote>3、技术规划委员会，根据企业战略、市场需求和产品战略，负责技术战略和规划的制定，何小鹏担任委员会主任，何涛（联合创始人）担任委员会副主任；</blockquote><blockquote>4、产销平衡委员会，负责制定供应笑策略，根据产能和销售情况，负责产销平衡(含物流)的相关规划制定。何涛担任委员会主任；</blockquote><blockquote>5、OTA委员会，负责OTA业务的重大目标制定和管理决策，陈永海（互联网业务副总裁）担任委员会主任，矫青春担任委员会副主任。</blockquote><p>第二，除了五大委员会，小鹏汽车也计划建立虚拟的三个产品矩阵组织，确保以客户和市场导向为主，端到端的负责产品(含服务产品)全业务闭环，包括：</p><blockquote>E平台产品矩阵，负责横向E车型产品平台，负责人廖清红(兼)，向何小鹏汇报；</blockquote><blockquote>F平台产品矩阵，负责横向F车型产品平台，负责人夏珩(兼)，向何小鹏汇报；</blockquote><blockquote>H平台产品矩阵，负责横向H车型产品平台，负责人矫青春(兼)，向何小鹏汇报。</blockquote><p>有小鹏人士告诉36氪，平台产品矩阵是指围绕一款车从市场、客服、传播、销售 、培训、销售管理等等各个职能的协同，例如小鹏P7产品矩阵，就是促进P7售卖所包含的各个角色。这类似于华为的IPD开发形式，是跨部门产品开发组织，包括一款车的开发、测试、用服、市场、财务等各个部门，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>也已经引入这套开发形式。</p><p>过往小鹏汽车采用的组织架构为大集群策略，包括互联网中心、自动驾驶中心、整车和销服等，沟通和协作效率难免受阻，而小鹏希望通过虚拟组织—委员会，加强各个业务条线的沟通和联动。同航道选手<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和理想汽车也都采用了此类组织形式。</p><p>能明显看到，<b>在核心的战略、产品规划和技术规划等组织，何小鹏均担任委员会主任，这无疑会强化何小鹏在关键决策上的参与度。</b></p><p>而<b>平台产品矩阵的设立，也是保证小鹏汽车能将更多的市场和用户反馈，及时纳入到产品规划和决策当中。</b></p><p>整体来看，五大委员会和三大平台产品矩阵都是上层虚拟组织，用于加强公司重大决策和产品开发当中的跨部门协作。而在小鹏汽车日常的运营当中，将设立“战略、研发、供应生产、营销服、职能支撑五大体系，推动各业务链条目标一致，高效协同，支撑公司战略和大产品矩阵落地”。</p><p>9月下旬，小鹏汽车发布5座SUV车型G9，这是小鹏汽车押注了高性能<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>硬件、800V电压平台、4C大功率充电等多项重磅技术的核心车型，承接小鹏品牌向上的重任。何小鹏也在财报电话会上向投资人承诺，将通过G9等车型提升单车售价，从而改善公司毛利率。</p><p>但现实很骨感，<b>G9一经发布，其高价低配的策略和冗杂的产品配置，就招来市场如潮批评。小鹏汽车无奈，只得“突击”增加配置，平息市场风波。这种车辆发布后立马更改配置的事件，在汽车行业相当罕见。</b></p><p><b>G9是小鹏汽车的期望之作，也是扛鼎之作，承接小鹏今年的销量重任，而改配风波则让小鹏疲软的销量再蒙阴影。</b>据官方数据，小鹏汽车的销量已经从7月的11524辆，逐月下降到9月8468辆。而比小鹏销量下滑更快的是股价，相较年初，小鹏汽车的股价已经跌去80%，市值蒸发超两千亿元。</p><p>何小鹏显然看到了危机，据36氪了解，<b>改配事件后，何小鹏立马组织管理层连续数天开会讨论，着手公司组织体系上的问题反思和调整。今日的邮件，显然意味着小鹏汽车的这次深度调整告一段落。</b></p><p><b>今年以来，新造车头部成员<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>、理想汽车、小鹏汽车等，都未实现预期的销售进度。</b>有供应链高管人士向36氪透露，去年各家卖了接近10万台车，今年初都雄心勃勃，向供应链拍板要比去年翻番，但截至9月末，每家还未到10万台。“幸亏没听他们的预期，不然备货这么多，就亏惨了。”</p><p>销量疲软，叠加资本市场波动，各家股价也都相较年初跌去接近或者超过一半。除了账上还算丰厚的资金储备，新造车公司的光环也黯淡下来。</p><p>不过，不少行业人士也向36氪表示，一个产业不能每年都100%的翻倍增长，未来几年的行情，或许也能让各家都更重视内部运营效率的问题，修好内功。</p></body></html>","source":"36k","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>股价销量双低迷，小鹏汽车迎来史上最大组织调整</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股价销量双低迷，小鹏汽车迎来史上最大组织调整\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-23 11:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1967581427534725><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：李勤一款汽车调整价格和配置后会发生什么？小鹏汽车给出了新答案：一场深度的公司人事组织调整。小鹏新车G9推出两天后突发调整价格，引发的余震未息。36氪独家获悉，小鹏汽车董事长兼CEO何小鹏近期多天主持公司管理层会议，对公司运营、组织架构和产品策略等关键问题进行反思和探讨，并在10月21日晚发布了全员邮件，宣告了一次全面的组织架构调整。有小鹏汽车投资人直言：这不亚于腾讯2019年的“930”大...</p>\n\n<a href=\"https://36kr.com/p/1967581427534725\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/401f7adefb705cb1d679bb39b97c03e1","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"https://36kr.com/p/1967581427534725","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182668264","content_text":"作者：李勤一款汽车调整价格和配置后会发生什么？小鹏汽车给出了新答案：一场深度的公司人事组织调整。小鹏新车G9推出两天后突发调整价格，引发的余震未息。36氪独家获悉，小鹏汽车董事长兼CEO何小鹏近期多天主持公司管理层会议，对公司运营、组织架构和产品策略等关键问题进行反思和探讨，并在10月21日晚发布了全员邮件，宣告了一次全面的组织架构调整。有小鹏汽车投资人直言：这不亚于腾讯2019年的“930”大调整。当时腾讯的组织调整涉及公司七大事业群的重组整合，引发全行业关注。36氪独家获悉了小鹏汽车本次的组织调整公告。关键部分如下。第一，小鹏汽车计划建立虚拟的委员会组织，拉通公司各条业务线的沟通渠道，提升协作效率，包括五大委员会：1、战略委员会，负责制定公司长期发展战略，并对品牌战略、业务规划、产品规划和技术规划的制定、分解、修订、调整等进行决策，何小鹏担任委员会主任；2、产规委员会，根据企业战略和客户需求，负责产品战略和规划的制定，何小鹏担任委员会主任；3、技术规划委员会，根据企业战略、市场需求和产品战略，负责技术战略和规划的制定，何小鹏担任委员会主任，何涛（联合创始人）担任委员会副主任；4、产销平衡委员会，负责制定供应笑策略，根据产能和销售情况，负责产销平衡(含物流)的相关规划制定。何涛担任委员会主任；5、OTA委员会，负责OTA业务的重大目标制定和管理决策，陈永海（互联网业务副总裁）担任委员会主任，矫青春担任委员会副主任。第二，除了五大委员会，小鹏汽车也计划建立虚拟的三个产品矩阵组织，确保以客户和市场导向为主，端到端的负责产品(含服务产品)全业务闭环，包括：E平台产品矩阵，负责横向E车型产品平台，负责人廖清红(兼)，向何小鹏汇报；F平台产品矩阵，负责横向F车型产品平台，负责人夏珩(兼)，向何小鹏汇报；H平台产品矩阵，负责横向H车型产品平台，负责人矫青春(兼)，向何小鹏汇报。有小鹏人士告诉36氪，平台产品矩阵是指围绕一款车从市场、客服、传播、销售 、培训、销售管理等等各个职能的协同，例如小鹏P7产品矩阵，就是促进P7售卖所包含的各个角色。这类似于华为的IPD开发形式，是跨部门产品开发组织，包括一款车的开发、测试、用服、市场、财务等各个部门，理想汽车也已经引入这套开发形式。过往小鹏汽车采用的组织架构为大集群策略，包括互联网中心、自动驾驶中心、整车和销服等，沟通和协作效率难免受阻，而小鹏希望通过虚拟组织—委员会，加强各个业务条线的沟通和联动。同航道选手蔚来和理想汽车也都采用了此类组织形式。能明显看到，在核心的战略、产品规划和技术规划等组织，何小鹏均担任委员会主任，这无疑会强化何小鹏在关键决策上的参与度。而平台产品矩阵的设立，也是保证小鹏汽车能将更多的市场和用户反馈，及时纳入到产品规划和决策当中。整体来看，五大委员会和三大平台产品矩阵都是上层虚拟组织，用于加强公司重大决策和产品开发当中的跨部门协作。而在小鹏汽车日常的运营当中，将设立“战略、研发、供应生产、营销服、职能支撑五大体系，推动各业务链条目标一致，高效协同，支撑公司战略和大产品矩阵落地”。9月下旬，小鹏汽车发布5座SUV车型G9，这是小鹏汽车押注了高性能智能硬件、800V电压平台、4C大功率充电等多项重磅技术的核心车型，承接小鹏品牌向上的重任。何小鹏也在财报电话会上向投资人承诺，将通过G9等车型提升单车售价，从而改善公司毛利率。但现实很骨感，G9一经发布，其高价低配的策略和冗杂的产品配置，就招来市场如潮批评。小鹏汽车无奈，只得“突击”增加配置，平息市场风波。这种车辆发布后立马更改配置的事件，在汽车行业相当罕见。G9是小鹏汽车的期望之作，也是扛鼎之作，承接小鹏今年的销量重任，而改配风波则让小鹏疲软的销量再蒙阴影。据官方数据，小鹏汽车的销量已经从7月的11524辆，逐月下降到9月8468辆。而比小鹏销量下滑更快的是股价，相较年初，小鹏汽车的股价已经跌去80%，市值蒸发超两千亿元。何小鹏显然看到了危机，据36氪了解，改配事件后，何小鹏立马组织管理层连续数天开会讨论，着手公司组织体系上的问题反思和调整。今日的邮件，显然意味着小鹏汽车的这次深度调整告一段落。今年以来，新造车头部成员蔚来、理想汽车、小鹏汽车等，都未实现预期的销售进度。有供应链高管人士向36氪透露，去年各家卖了接近10万台车，今年初都雄心勃勃，向供应链拍板要比去年翻番，但截至9月末，每家还未到10万台。“幸亏没听他们的预期，不然备货这么多，就亏惨了。”销量疲软，叠加资本市场波动，各家股价也都相较年初跌去接近或者超过一半。除了账上还算丰厚的资金储备，新造车公司的光环也黯淡下来。不过，不少行业人士也向36氪表示，一个产业不能每年都100%的翻倍增长，未来几年的行情，或许也能让各家都更重视内部运营效率的问题，修好内功。","news_type":1},"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683354673,"gmtCreate":1656034849995,"gmtModify":1704863909314,"author":{"id":"3530789679997539","authorId":"3530789679997539","name":"Jeff53503","avatar":"https://static.tigerbbs.com/05ef13749fe0ee40f33bd3be65c9ac75","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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