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我就一手希尔伯克A
05-20
$蔚来(NIO)$
已经做好跌完所有利润的准备,但跌不动,连之前的利润都跌不完,空头就这点能力吗?[害羞]
我就一手希尔伯克A
04-18
好事,早就该裁员了,理想人均销售额1200万,蔚来不到400万。 蔚来员工现在31000,控制在20000人差不多。
市场消息:蔚来已开始向中国团队通报第二轮裁员事宜
我就一手希尔伯克A
04-08
$蔚来(NIO)$
想把es8都卖了换ec7,一问置换价亏了65%。 想了想,还是把买车计划放一放,换成蔚来股票放三年吧。 三年后股票再跌一半到,也可以买个二手ec7,股票涨一倍就直接et9,我简直是大聪明[贱笑] 。
我就一手希尔伯克A
2023-12-27
$蔚来(NIO)$
加油,蔚来,坐等第四辆首发版蔚来。
我就一手希尔伯克A
2020-04-29
$嘉年华邮轮(CCL)$
唯一的问题,才买了一手。。。
我就一手希尔伯克A
2019-12-23
$特斯拉(TSLA)$
哎,会买是徒弟,会卖才是师傅。
我就一手希尔伯克A
2019-11-28
$特斯拉(TSLA)$
这么明显的诱空。。。
我就一手希尔伯克A
2019-11-13
$36氪(KRKR)$
3块钱差不多可以进
我就一手希尔伯克A
07-01
$蔚来(NIO)$
https://l.nio.cn/75o1Jb9 起飞,还有两万五千个订单没交付。
我就一手希尔伯克A
2023-12-19
想买的的在十美元就买了,看跌的跌倒五美元也不会买。
我就一手希尔伯克A
2023-11-17
最大的问题在于:如何在大环境剧变的时候活下去,蔚来的应对太慢了。 你可以有一百万个理由证明恐龙将永远成为地球霸主,但是适应不了环境巨变的终将灭亡,何况蔚来现在还不是恐龙。
化茧之际:浅谈蔚来(NIO.US)的长期主义
我就一手希尔伯克A
2020-02-07
$BILI 20200821 30.0 CALL(BILI)$
加油
我就一手希尔伯克A
2019-12-20
$亚马逊(AMZN)$
9亿的流入?别吓我。。。
我就一手希尔伯克A
2019-12-06
$特斯拉(TSLA)$
马斯克甚至撒尿都快,跟消防水枪似的。”SpaceX前高级工程师凯文·布罗根回忆说,“他真的很匆忙。”(来源:Business Insider)好吧,冲着这个,我也要买一手特斯拉股票。
我就一手希尔伯克A
11-06
利好蔚来[捂嘴]
抱歉,原内容已删除
我就一手希尔伯克A
05-30
刚开了会,l60发布前,政策会换个方式延续,优惠力度不比之前小。
@阿洋抄美股:
$蔚来(NIO)$
蔚来的bass方案5月截止,6月以后会不会销量又是断崖式下跌?之前23年8月份,好像就是通过短期降价,销量冲到2万。然后优惠没了今年2月份甚至跌入1万以内。真担心6月份没有bass加持的蔚来,销量又会跌下来
我就一手希尔伯克A
05-14
Replying to
@老当益壮铁树开花
:各项指标都超越Y,又能换电,为什么不能卖的的比y好?//
@老当益壮铁树开花
:动不动就碾压特斯拉,乐道其实想占领20~30w的市场,除了外观设计,真不知道还有什么拿得出手的东西?蔚来的设计换个标就想来个降维打击,割韭菜真有这么简单?
@886nba:
$蔚来(NIO)$
看介绍乐道全面碾压特斯拉,四驱85度电才23万,那还不得卖爆了,一个月2万起步
我就一手希尔伯克A
03-21
et5风格类似沃尔沃风格,我很喜欢
@雷斯司机:看过蔚来门店实车,也试驾了一下。就我个人而言,感觉总体不值他的价钱。主要是内饰用料,不管环不环保啥的,都就是不够豪华,比同价位BBA差一些。尤其是ET5,这个车如此局促,用料不豪华,怎么能卖30万?
$蔚来(NIO)$
$蔚来(NIO.SI)$
我就一手希尔伯克A
01-20
这就是为什么我不买大G的原因。
抱歉,原内容已删除
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href=https://flash-api.jin10.com/get_flash_list?channel=2><strong>金十财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【国务院任命李斌为国家外汇管理局副局长】金十数据11月6日讯,国务院任免国家工作人员。任命张治礼为农业农村部副部长;任命李静为国家体育总局副局长;任命彭金辉为中国社会科学院副院长(正部长级);任命李斌为国家外汇管理局副局长。免去王江平的工业和信息化部副部长职务;免去马有祥的农业农村部副部长职务;免去常正国的退役军人事务部副部长职务;免去王瑞连、周进强的国家体育总局副局长职务。</p>\n\n<a href=\"https://flash-api.jin10.com/get_flash_list?channel=2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","09866":"蔚来-SW","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","NIO.SI":"蔚来","BK4526":"热门中概股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4585":"ETF&股票定投概念","BK4509":"腾讯概念","BK4555":"新能源车","BK4534":"瑞士信贷持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) 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<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"0\"></v-v>","listText":"看过蔚来门店实车,也试驾了一下。就我个人而言,感觉总体不值他的价钱。主要是内饰用料,不管环不环保啥的,都就是不够豪华,比同价位BBA差一些。尤其是ET5,这个车如此局促,用料不豪华,怎么能卖30万? <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"0\"></v-v>","text":"看过蔚来门店实车,也试驾了一下。就我个人而言,感觉总体不值他的价钱。主要是内饰用料,不管环不环保啥的,都就是不够豪华,比同价位BBA差一些。尤其是ET5,这个车如此局促,用料不豪华,怎么能卖30万? $蔚来(NIO)$ $蔚来(NIO.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286685914497040","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":264868981776640,"gmtCreate":1705687710144,"gmtModify":1705687715165,"author":{"id":"3532871133861998","authorId":"3532871133861998","name":"我就一手希尔伯克A","avatar":"https://static.tigerbbs.com/8f4718edf5802ac912ce9e3dd3de063f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532871133861998","authorIdStr":"3532871133861998"},"themes":[],"htmlText":"这就是为什么我不买大G的原因。","listText":"这就是为什么我不买大G的原因。","text":"这就是为什么我不买大G的原因。","images":[{"img":"https://static.tigerbbs.com/7137f9eeade598b479098ed321a2d998"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/264868981776640","repostId":"2404850873","repostType":2,"repost":{"id":"2404850873","kind":"highlight","weMediaInfo":{"introduction":"蔚来官方公众账号","home_visible":1,"media_name":"蔚来","id":"1061141779","head_image":"https://static.tigerbbs.com/133b69a65bfa469bb9e30bf23615234b"},"pubTimestamp":1705659660,"share":"https://www.laohu8.com/m/news/2404850873?lang=&edition=full","pubTime":"2024-01-19 18:21","market":"us","language":"zh","title":"为了优雅地上下车,人们究竟有多努力","url":"https://stock-news.laohu8.com/highlight/detail?id=2404850873","media":"蔚来","summary":"说说你觉得最优雅的上下车方式是什么?欢迎在评论区分享我们将选出3位朋友,送上NIO Life精品马克杯 \n\n文章原文","content":"<html><body><div><p><img src=\"https://static.tigerbbs.com/56f24f2ed87145dea30c91696a7bce10\" width=\"100%\"/></p><p><img src=\"https://static.tigerbbs.com/2918ea64fe844ee394b48cf26f71f0e1\" width=\"100%\"/></p><p><img src=\"https://static.tigerbbs.com/527d586c272147db8c43fd0d34e42e3f\" width=\"100%\"/></p><p><img src=\"https://static.tigerbbs.com/b64c0beadcba40fa948ce7969e6306c0\" width=\"100%\"/></p><p><img src=\"https://static.tigerbbs.com/db2a48031be44bcc9eca9efbe66a4c29\" width=\"100%\"/></p><p><img src=\"https://static.tigerbbs.com/ed6dfbfe070d4f49aee40ac6e6dd0595\" width=\"100%\"/></p><p><img src=\"https://static.tigerbbs.com/a4e04a9495f640b69d85403b2bcf439f\" width=\"100%\"/></p><p><img src=\"https://static.tigerbbs.com/4f5a43b90b2c44f38b8bb8c06457a3a4\" width=\"100%\"/></p><p><img src=\"https://static.tigerbbs.com/2d9de8bc74cc45b8aff4778aea8c8a77\" width=\"100%\"/></p><p><img src=\"https://static.tigerbbs.com/f3dab13b3545439cae9917e7513ce59a\" width=\"100%\"/></p><p><img src=\"https://static.tigerbbs.com/383cd7ac3657407083b6cbb244da9adb\" width=\"100%\"/></p><p> 说说你觉得最优雅的上下车方式是什么?</p><p>欢迎在评论区分享</p><p>我们将选出3位朋友,送上NIO Life精品马克杯</p><p><img src=\"https://static.tigerbbs.com/c9725dac4f224f6da05781c6e2eee7d3\"/></p><p><img src=\"https://static.tigerbbs.com/d1c16d3ba044458d99da70d4ccfbc507\"/> </p><p><img src=\"https://static.tigerbbs.com/e1a81dbd14c84715b195e2cd7275b8d9\"/> </p><p><img src=\"https://static.tigerbbs.com/7f04a35a9f7e4cd1bd9c9da2cdb49358\"/> </p><p><img src=\"https://static.tigerbbs.com/dfa141c9d50844e8b62c96b1c3bb7d48\"/> </p><p><img src=\"https://static.tigerbbs.com/0ae3513666e2499c89eda1d9f3159447\"/> </p><p><img src=\"https://static.tigerbbs.com/3df3680087b842889f2fdf863742bf96\"/></p></div>\n<br/>\n文章原文\n<br/>\n<img height=\"1px\" src=\"https://static.tigerbbs.com/b5fe6e4f6afb42d09d3416eb4ad2ea2d\" width=\"1px\"/>\n</body></html>","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>为了优雅地上下车,人们究竟有多努力</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; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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为了优雅地上下车,人们究竟有多努力\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1061141779\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/133b69a65bfa469bb9e30bf23615234b);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">蔚来 </p>\n<p class=\"h-time\">2024-01-19 18:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div><p><img src=\"https://static.tigerbbs.com/56f24f2ed87145dea30c91696a7bce10\" width=\"100%\"/></p><p><img src=\"https://static.tigerbbs.com/2918ea64fe844ee394b48cf26f71f0e1\" width=\"100%\"/></p><p><img src=\"https://static.tigerbbs.com/527d586c272147db8c43fd0d34e42e3f\" width=\"100%\"/></p><p><img src=\"https://static.tigerbbs.com/b64c0beadcba40fa948ce7969e6306c0\" width=\"100%\"/></p><p><img src=\"https://static.tigerbbs.com/db2a48031be44bcc9eca9efbe66a4c29\" width=\"100%\"/></p><p><img src=\"https://static.tigerbbs.com/ed6dfbfe070d4f49aee40ac6e6dd0595\" width=\"100%\"/></p><p><img src=\"https://static.tigerbbs.com/a4e04a9495f640b69d85403b2bcf439f\" width=\"100%\"/></p><p><img src=\"https://static.tigerbbs.com/4f5a43b90b2c44f38b8bb8c06457a3a4\" width=\"100%\"/></p><p><img src=\"https://static.tigerbbs.com/2d9de8bc74cc45b8aff4778aea8c8a77\" width=\"100%\"/></p><p><img src=\"https://static.tigerbbs.com/f3dab13b3545439cae9917e7513ce59a\" width=\"100%\"/></p><p><img src=\"https://static.tigerbbs.com/383cd7ac3657407083b6cbb244da9adb\" width=\"100%\"/></p><p> 说说你觉得最优雅的上下车方式是什么?</p><p>欢迎在评论区分享</p><p>我们将选出3位朋友,送上NIO Life精品马克杯</p><p><img src=\"https://static.tigerbbs.com/c9725dac4f224f6da05781c6e2eee7d3\"/></p><p><img src=\"https://static.tigerbbs.com/d1c16d3ba044458d99da70d4ccfbc507\"/> </p><p><img src=\"https://static.tigerbbs.com/e1a81dbd14c84715b195e2cd7275b8d9\"/> </p><p><img src=\"https://static.tigerbbs.com/7f04a35a9f7e4cd1bd9c9da2cdb49358\"/> </p><p><img src=\"https://static.tigerbbs.com/dfa141c9d50844e8b62c96b1c3bb7d48\"/> </p><p><img src=\"https://static.tigerbbs.com/0ae3513666e2499c89eda1d9f3159447\"/> </p><p><img src=\"https://static.tigerbbs.com/3df3680087b842889f2fdf863742bf96\"/></p></div>\n<br/>\n文章原文\n<br/>\n<img height=\"1px\" src=\"https://static.tigerbbs.com/b5fe6e4f6afb42d09d3416eb4ad2ea2d\" width=\"1px\"/>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK6125":"汽车制造商","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","NIO":"蔚来","BK4585":"ETF&股票定投概念","BK4555":"新能源车","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4509":"腾讯概念","NIO.SI":"蔚来","BK4526":"热门中概股","BK4588":"碎股"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzI4NjAxMzM2Mg==&mid=2750325273&idx=1&sn=53cc3a2a7ad368a6226db75bf07ba7da&chksm=cdf960c4fa8ee9d2dfd3fe9b5ea677e3b14c0431953159cf004263c0bdf23be6809cfd445229#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2404850873","content_text":"说说你觉得最优雅的上下车方式是什么?欢迎在评论区分享我们将选出3位朋友,送上NIO Life精品马克杯 \n\n文章原文","news_type":1},"isVote":1,"tweetType":1,"viewCount":986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":256648741306496,"gmtCreate":1703691877098,"gmtModify":1703691878679,"author":{"id":"3532871133861998","authorId":"3532871133861998","name":"我就一手希尔伯克A","avatar":"https://static.tigerbbs.com/8f4718edf5802ac912ce9e3dd3de063f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532871133861998","authorIdStr":"3532871133861998"},"themes":[],"htmlText":"穷人思维就是这样的,认为便宜就是好。便宜车市场上已经很多了,你可以去买那些车。//<a href=\"https://laohu8.com/U/4109416008385830\">@Ohwgo</a>:说的太对了,不出低价车没有前途的,要顺应社会,","listText":"穷人思维就是这样的,认为便宜就是好。便宜车市场上已经很多了,你可以去买那些车。//<a href=\"https://laohu8.com/U/4109416008385830\">@Ohwgo</a>:说的太对了,不出低价车没有前途的,要顺应社会,","text":"穷人思维就是这样的,认为便宜就是好。便宜车市场上已经很多了,你可以去买那些车。//@Ohwgo:说的太对了,不出低价车没有前途的,要顺应社会,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256648741306496","repostId":"256643952447680","repostType":1,"repost":{"id":256643952447680,"gmtCreate":1703690846027,"gmtModify":1703690847611,"author":{"id":"4109416008385830","authorId":"4109416008385830","name":"Ohwgo","avatar":"https://static.tigerbbs.com/33ab0fac32f7e1f5ece18a349be8a291","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109416008385830","authorIdStr":"4109416008385830"},"themes":[],"htmlText":"说的太对了,不出低价车没有前途的,要顺应社会,","listText":"说的太对了,不出低价车没有前途的,要顺应社会,","text":"说的太对了,不出低价车没有前途的,要顺应社会,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256643952447680","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256475175436408,"gmtCreate":1703635102720,"gmtModify":1703651115931,"author":{"id":"3532871133861998","authorId":"3532871133861998","name":"我就一手希尔伯克A","avatar":"https://static.tigerbbs.com/8f4718edf5802ac912ce9e3dd3de063f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532871133861998","authorIdStr":"3532871133861998"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"1\"></v-v> 加油,蔚来,坐等第四辆首发版蔚来。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"1\"></v-v> 加油,蔚来,坐等第四辆首发版蔚来。","text":"$蔚来(NIO)$ 加油,蔚来,坐等第四辆首发版蔚来。","images":[{"img":"https://static.tigerbbs.com/bbf278b85b4cde296df773e36a8386dc","width":"1076","height":"2216"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/256475175436408","isVote":1,"tweetType":1,"viewCount":2874,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563914738362636","authorId":"3563914738362636","name":"熊猫点灯","avatar":"https://static.tigerbbs.com/f9929963fe02712f1e57289414d131ea","crmLevel":2,"crmLevelSwitch":0,"idStr":"3563914738362636","authorIdStr":"3563914738362636"},"content":"为什么买蔚来的人都不黑他啊?是因为都买他股票了吗?","text":"为什么买蔚来的人都不黑他啊?是因为都买他股票了吗?","html":"为什么买蔚来的人都不黑他啊?是因为都买他股票了吗?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":253566570844200,"gmtCreate":1702923769470,"gmtModify":1702936619318,"author":{"id":"3532871133861998","authorId":"3532871133861998","name":"我就一手希尔伯克A","avatar":"https://static.tigerbbs.com/8f4718edf5802ac912ce9e3dd3de063f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532871133861998","authorIdStr":"3532871133861998"},"themes":[],"htmlText":"想买的的在十美元就买了,看跌的跌倒五美元也不会买。","listText":"想买的的在十美元就买了,看跌的跌倒五美元也不会买。","text":"想买的的在十美元就买了,看跌的跌倒五美元也不会买。","images":[{"img":"https://static.tigerbbs.com/90ab1eb0158709f9dfa537aa54818b3b","width":"720","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/253566570844200","isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3564108575023227","authorId":"3564108575023227","name":"暴躁赚总","avatar":"https://static.tigerbbs.com/8bc44f8bade10b7ae6f64ec2dccf6ef0","crmLevel":6,"crmLevelSwitch":0,"idStr":"3564108575023227","authorIdStr":"3564108575023227"},"content":"10.6入的 还有机会吗","text":"10.6入的 还有机会吗","html":"10.6入的 还有机会吗"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":251015324086464,"gmtCreate":1702291119846,"gmtModify":1702291121925,"author":{"id":"3532871133861998","authorId":"3532871133861998","name":"我就一手希尔伯克A","avatar":"https://static.tigerbbs.com/8f4718edf5802ac912ce9e3dd3de063f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532871133861998","authorIdStr":"3532871133861998"},"themes":[],"htmlText":"瞎写的新闻,李斌说的是完成3000万次换电,官网也没说是3000万用户。","listText":"瞎写的新闻,李斌说的是完成3000万次换电,官网也没说是3000万用户。","text":"瞎写的新闻,李斌说的是完成3000万次换电,官网也没说是3000万用户。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251015324086464","repostId":"2390281678","repostType":2,"repost":{"id":"2390281678","kind":"news","pubTimestamp":1702172434,"share":"https://www.laohu8.com/m/news/2390281678?lang=&edition=full","pubTime":"2023-12-10 09:40","market":"us","language":"zh","title":"蔚来李斌:3300万用户选择换电 一半以上电量来源于换电","url":"https://stock-news.laohu8.com/highlight/detail?id=2390281678","media":"中关村在线","summary":"近日,第十九届中国企业领袖年会在北京举行,蔚来创始人、董事长、CEO李斌发表了重要演讲。截至今日,蔚来已累计为超过3300万用户提供了近3300万次的换电服务,其中一半以上电量来源于换电。根据李斌的介绍,在30万元以上高端电动汽车市场中,今年三季度蔚来的市场份额达到了45%。而在今年10月份,在上海地区,蔚来销售量已经超过奔驰和宝马等传统品牌。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20231210103657089v152c3yog4bxotj\"/><p>近日,第十九届中国企业领袖年会在北京举行,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>创始人、董事长、CEO李斌发表了重要演讲。他指出,自2014年创立至今,<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>已在世界各地设立了2238座换电站,并每天提供约7万次的换电服务。截至今日,蔚来已累计为超过3300万用户提供了近3300万次的换电服务,其中一半以上电量来源于换电。</p><p>这些数字都为蔚来带来了显著的市场表现。根据李斌的介绍,在30万元以上高端电动汽车市场中,今年三季度蔚来的市场份额达到了45%。而在今年10月份,在上海地区,蔚来销售量已经超过奔驰和宝马等传统品牌。</p><p>值得一提的是,在30万元以上的市场中,中国品牌蔚来已经超越了BBA(奔驰、宝马、奥迪)豪华车品牌。这无疑是一个重要的里程碑时刻,因为蔚来平均售价接近40万元人民币,显示出用户对其的认可与接受。</p><p>此外,李斌还透露,在中国长三角地区拥有700多座换电站的服务覆盖了20万用户。他表示,“用户的换电体验非常良好”,因此,“蔚来的用户没有里程焦虑”。</p><p>值得一提的是,李斌曾指出:“换电的最大优势就是快”,“快速充电再怎么快也不能超过换电的速度;同时,快速充电对电池寿命有一定影响,而蔚来换电则没有这种顾虑”。</p><p>https://news.zol.com.cn/846/8460265.htmlnews.zol.com.cntrue<a href=\"https://laohu8.com/S/000931\">中关村</a>在线https://news.zol.com.cn/846/8460265.htmlreport941近日,第十九届中国企业领袖年会在北京举行,蔚来创始人、董事长、CEO李斌发表了重要演讲。他指出,自2014年创立至今,蔚来已在世界各地设立了2238座换电站,并每天提供约7万次的换电服务。截至今日,蔚来已累计为超过3300万用户提供了近3300万次的换电服务,其中一半以...</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>蔚来李斌:3300万用户选择换电 一半以上电量来源于换电</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; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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蔚来李斌:3300万用户选择换电 一半以上电量来源于换电\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-10 09:40 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023121010370283ea22b6&s=b><strong>中关村在线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日,第十九届中国企业领袖年会在北京举行,蔚来创始人、董事长、CEO李斌发表了重要演讲。他指出,自2014年创立至今,蔚来已在世界各地设立了2238座换电站,并每天提供约7万次的换电服务。截至今日,蔚来已累计为超过3300万用户提供了近3300万次的换电服务,其中一半以上电量来源于换电。这些数字都为蔚来带来了显著的市场表现。根据李斌的介绍,在30万元以上高端电动汽车市场中,今年三季度蔚来的市场份额...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023121010370283ea22b6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","LU0052750758.USD":"富兰克林中国基金A Acc","NIO":"蔚来","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4504":"桥水持仓","BK4581":"高盛持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BITA":"易车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4532":"文艺复兴科技持仓","BK4526":"热门中概股","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK4509":"腾讯概念","BK4588":"碎股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023121010370283ea22b6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2390281678","content_text":"近日,第十九届中国企业领袖年会在北京举行,蔚来创始人、董事长、CEO李斌发表了重要演讲。他指出,自2014年创立至今,蔚来已在世界各地设立了2238座换电站,并每天提供约7万次的换电服务。截至今日,蔚来已累计为超过3300万用户提供了近3300万次的换电服务,其中一半以上电量来源于换电。这些数字都为蔚来带来了显著的市场表现。根据李斌的介绍,在30万元以上高端电动汽车市场中,今年三季度蔚来的市场份额达到了45%。而在今年10月份,在上海地区,蔚来销售量已经超过奔驰和宝马等传统品牌。值得一提的是,在30万元以上的市场中,中国品牌蔚来已经超越了BBA(奔驰、宝马、奥迪)豪华车品牌。这无疑是一个重要的里程碑时刻,因为蔚来平均售价接近40万元人民币,显示出用户对其的认可与接受。此外,李斌还透露,在中国长三角地区拥有700多座换电站的服务覆盖了20万用户。他表示,“用户的换电体验非常良好”,因此,“蔚来的用户没有里程焦虑”。值得一提的是,李斌曾指出:“换电的最大优势就是快”,“快速充电再怎么快也不能超过换电的速度;同时,快速充电对电池寿命有一定影响,而蔚来换电则没有这种顾虑”。https://news.zol.com.cn/846/8460265.htmlnews.zol.com.cntrue中关村在线https://news.zol.com.cn/846/8460265.htmlreport941近日,第十九届中国企业领袖年会在北京举行,蔚来创始人、董事长、CEO李斌发表了重要演讲。他指出,自2014年创立至今,蔚来已在世界各地设立了2238座换电站,并每天提供约7万次的换电服务。截至今日,蔚来已累计为超过3300万用户提供了近3300万次的换电服务,其中一半以...","news_type":1},"isVote":1,"tweetType":1,"viewCount":2547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":248410174296200,"gmtCreate":1701684805677,"gmtModify":1701684810490,"author":{"id":"3532871133861998","authorId":"3532871133861998","name":"我就一手希尔伯克A","avatar":"https://static.tigerbbs.com/8f4718edf5802ac912ce9e3dd3de063f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532871133861998","authorIdStr":"3532871133861998"},"themes":[],"htmlText":"对我而言就是这段,不要去预测股价,关注股票本身价值,这是最重要的。","listText":"对我而言就是这段,不要去预测股价,关注股票本身价值,这是最重要的。","text":"对我而言就是这段,不要去预测股价,关注股票本身价值,这是最重要的。","images":[{"img":"https://static.tigerbbs.com/4b5c188e0e9a0cacf2acab4319ed4a2f","width":"3060","height":"3060"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/248410174296200","isVote":1,"tweetType":1,"viewCount":1942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":242523345228008,"gmtCreate":1700231019311,"gmtModify":1700231021606,"author":{"id":"3532871133861998","authorId":"3532871133861998","name":"我就一手希尔伯克A","avatar":"https://static.tigerbbs.com/8f4718edf5802ac912ce9e3dd3de063f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532871133861998","authorIdStr":"3532871133861998"},"themes":[],"htmlText":"最大的问题在于:如何在大环境剧变的时候活下去,蔚来的应对太慢了。 你可以有一百万个理由证明恐龙将永远成为地球霸主,但是适应不了环境巨变的终将灭亡,何况蔚来现在还不是恐龙。","listText":"最大的问题在于:如何在大环境剧变的时候活下去,蔚来的应对太慢了。 你可以有一百万个理由证明恐龙将永远成为地球霸主,但是适应不了环境巨变的终将灭亡,何况蔚来现在还不是恐龙。","text":"最大的问题在于:如何在大环境剧变的时候活下去,蔚来的应对太慢了。 你可以有一百万个理由证明恐龙将永远成为地球霸主,但是适应不了环境巨变的终将灭亡,何况蔚来现在还不是恐龙。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/242523345228008","repostId":"2384339368","repostType":2,"isVote":1,"tweetType":1,"viewCount":1413,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"idStr":"3518983480179242","authorIdStr":"3518983480179242"},"content":"没有现金流,奢谈长期主义","text":"没有现金流,奢谈长期主义","html":"没有现金流,奢谈长期主义"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":241072003199032,"gmtCreate":1699876258883,"gmtModify":1699876260391,"author":{"id":"3532871133861998","authorId":"3532871133861998","name":"我就一手希尔伯克A","avatar":"https://static.tigerbbs.com/8f4718edf5802ac912ce9e3dd3de063f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532871133861998","authorIdStr":"3532871133861998"},"themes":[],"htmlText":"这个李斌不是那个李斌[笑哭] ","listText":"这个李斌不是那个李斌[笑哭] ","text":"这个李斌不是那个李斌[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241072003199032","repostId":"2382571909","repostType":2,"repost":{"id":"2382571909","kind":"news","pubTimestamp":1699750620,"share":"https://www.laohu8.com/m/news/2382571909?lang=&edition=full","pubTime":"2023-11-12 08:57","market":"hk","language":"zh","title":"李斌:电动汽车充电安全技术研究","url":"https://stock-news.laohu8.com/highlight/detail?id=2382571909","media":"次世代车研所","summary":" 很高兴有机会和大家交流一下电动汽车充电安全相关技术,我主要从四个方面。近期发布了一系列关于新能源汽车下乡,构建高质量电动汽车基础设施体系以及充电设施安全的政策,都是为了促进新能源汽车行业的健康发展。 整个安全事故对我们的电动汽车行业发展会造成一些影响,充电安全事情还是需要引起我们的重视, 二、充电安全监测与预警。","content":"<html><body><div>\n<p> 专题:2023中国汽车供应链大会</p>\n<p> 11月10日-12日,由中国汽车工业协会和武汉市人民政府共同主办的“2023中国汽车供应链大会暨第二届中<span><a href=\"https://laohu8.com/S/600617\">国新能源</a></span><span></span>智能网联汽车生态大会”在武汉经开区举办。本届供应链大会以“踔厉奋发,攻坚克难——打造安全、韧性、绿色汽车供应链”为主题,设置了“1场战略峰会、1场大会论坛、9场主题论坛”共11场会议,围绕供应链安全与布局、新型汽车供应链打造、传统供应链升级、全球化发展等热点话题进行深入交流与探讨,寻找构建世界一流汽车供应链的对策、方法和路径。其中,在11月11日下午举办的“主题论坛二:补能体系——打造充换电高质量产业生态”上,<a href=\"https://laohu8.com/S/02380\">中国电力</a>科学研究院三级职员/教授级高工李斌发表演讲。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/116/w550h366/20231112/4d8a-8f5ea812c3ecaede2fb1b1429d67e326.png\"/><span></span></div>\n<p> 以下内容为现场发言实录:</p>\n<p> 很高兴有机会和大家交流一下电动汽车充电安全相关技术,我主要从四个方面。一个是背景,第二是充电安全监测与预警。第三是安全防护与消防,第四是相关建议和展望。</p>\n<p> 一、背景简单的讲一下,现在新能源车1812万辆,增长的比较快,从预测的角度来说,2030年能达到8000万辆。电动汽车发展趋势大家都有目共睹,从国家政策来说也是给予了极大的支持。近期发布了一系列关于新能源汽车下乡,构建高质量电动汽车基础设施体系以及充电设施安全的政策,都是为了促进新能源汽车行业的健康发展。但新能源汽车也还是发生了一些安全事故,我们也做了相关的统计,2020年大概170余起,2021年160余起,2022年220余起,这些都是报道的例子。车的自燃等安全事故对整个行业发展影响还是巨大的,我们做了一些研究统计,在安全事故中乘用车事故占比比较高,纯电动车占比86%,三元材料电池的车,占比也比较高。磷酸铁锂好一些,充电状态和静止状态是主要发生的场景,而且大部分是在高SOC状态下,低电量的时候事故发生并不是很多。</p>\n<p> 整个安全事故对我们的电动汽车行业发展会造成一些影响,充电安全事情还是需要引起我们的重视,</p>\n<p> 二、充电安全监测与预警。主要分三个部分。一个是车辆电池部分,第二是充电设施部分,第三是电网侧。在车侧这块,主要分三个部分,电的滥用,热滥用、机械滥用。做电池安全预警也有很多方法,举个简单的例子,阈值数风险模型,上面这个图1 SOC已经充满了,但是充电电压550多V,这是一种异常情况。第二是充电充满了,充电电流还保持60安左右,这种情况是有一些风险预警。另外单体最高电压超限,这是最简单的风险评估模型。我们再可以看下,比如充电电压变化率的情况,第一个图,充电电压波动和电池电压波动是正常区间,第二个图也是一样,第三个图充电电压大幅度上升,电池电压还是保持不动,这也是一个异常情况。充电情况就可以发现有一些风险.电池一致性评价,2018年电池比较新的时候,一致性是小于1%,从单体电池电压来说也趋于一致性,用了大概半年,单体电压分离也加大了,用了一年半之后,一致性就偏差了2%以上,这也是我们车的一些、电池上安全预警判断方法。</p>\n<p> 电池安全对老化的情况可以做一些判断,评估一致性就不细说了,预警可以分为突发和瞬时的,我们也做了一下分类,从实时故障来说是4类,通信、充电、放电、保护功能失效,10大核心指标如图。这块我们想说的是,安全预警可能是比较重要,但是也不能把它过分地强化,你要找到一个折衷点,有时候过度强调预警和安全,可能会造成一些正常情况下宕机、停机。所以我们也要找到折衷点,可以相应采取一些策略,比如延时上报,多次判断。</p>\n<p> 说完车侧再说桩侧,主要是充电设施,其实大部分主要还是一个充电设施对人身安全,绝缘漏电发生人生伤亡事故,不要因为过温、充电设施自燃等带来安全事故。我们梳理桩侧运行数据,3个大类,3个级别,32项安全指标,都可以进行充分判断。</p>\n<p> 再说网侧,可能大家不关心,但是对电网这块将来的影响很大。特别是将来一些大功率超充、v2g放电情况的推广还是会带来很多问题。传统充电对电网影响大家都知道,比如电能质量问题,台区配变过载问题等等,对区域电网来说是峰谷差的加大,跨区域电网带来的新能源消纳问题。</p>\n<p> 我们也梳理了下在网侧,充电小功率直流、大功率集中整流会发生一些谐振的风险,包括有一些低频振荡,电能质量问题,这是我们做的一个放电实验,作为一些实测数据,可以看到在第一个图中,电流<a href=\"https://laohu8.com/S/HLIT\">谐波</a>畸变率已经超过了国标5%的限制,这是放电的影响。包括将来大功率放电的冲击电流,我们都做了相关测试。我们做了一个并网测试,多台车放电的时候也会发生电流畸变率超限,相关结论如图。</p>\n<p> 三、充电安全防护与消防。防护其实刚才咱们车侧、桩侧、网侧都讲了,都有各自的本体防护策略,现在有做多层级防护,我们现在想提的是车端自己本身,电池本身的防护,能不能做一个后备保护和综合判断,对网侧的一些影响,它应该是一个多层级的。</p>\n<p> 有一些事情已经发生了,但是我们怎么能够去进行尽快的处理,有几个方法,一是无人值守烟雾图像识别、红外测温报警成本相对偏小,电动汽车并不像汽油车发生直接爆炸,它有一个燃烧的过程,有时候本身车烧了会把旁边的车给毁了。所以能不能通过红外传感、烟雾识别去提醒远程维护人员,5分钟或者10分钟来进行处置,或者把旁边的车挪开,至少不造成事故的扩大。现在可以加装红外成像,成本也并不高,当然如果说将来资金允许,也可以搞站级消防和防护,我们也做了一个示范站防护,也是想从灾前感知到灾中隔离处置,灾后希望做事故存证以及数据分析。相关实施方案,灾前要做态势感知,灾中要进行日常信号提醒,两道防线,消防测试图和压缩空气泡沫隔离,还可以做局部隔离,这个过程我们觉得还是涉及到资金成本问题,确实需要资金的支持。</p>\n<p> 四、最后提下展望和建议,一是加快充电安全相关标准的制定和完善。而是加强行业质量检测和监督,特别是新能源车下乡,广大农村地区可能会出现一些低价、质量不过关的情况,会更容易发生一些安全事故。所以我们强烈建议要对行业质量进行加强检测和监督,提升整个行业整体质量。</p>\n<p> 三是加强充电信息安全防护技术,现在大家都比较忽略信息安全问题,特别是如果涉及恶意篡改,无人驾驶车辆普及,做到一些恶意攻击,对整个社会和国家会带来巨大的潜在问题。个人信息、充电过程中数据信息泄露,篡改,都是我们下一步要重点关注的。四是加强模型实用化研究,前面提到相关方法,但这个模型还是随着车辆普及,不同种类车辆,不同种类电池,模型还需要不断地完善和优化。</p>\n<p> 以上就是我的汇报,谢谢大家。</p>\n<p> (注:本文根据现场速记整理,未经演讲嘉宾审阅)</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:梁斌 SF055</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>李斌:电动汽车充电安全技术研究</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李斌:电动汽车充电安全技术研究\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-12 08:57 北京时间 <a href=https://finance.sina.com.cn/nextauto/hydt/2023-11-12/doc-imzuikxs8883378.shtml><strong>次世代车研所</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>专题:2023中国汽车供应链大会\n 11月10日-12日,由中国汽车工业协会和武汉市人民政府共同主办的“2023中国汽车供应链大会暨第二届中国新能源智能网联汽车生态大会”在武汉经开区举办。本届供应链大会以“踔厉奋发,攻坚克难——打造安全、韧性、绿色汽车供应链”为主题,设置了“1场战略峰会、1场大会论坛、9场主题论坛”共11场会议,围绕供应链安全与布局、新型汽车供应链打造、传统供应链升级、全球化...</p>\n\n<a href=\"https://finance.sina.com.cn/nextauto/hydt/2023-11-12/doc-imzuikxs8883378.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4509":"腾讯概念","BITA":"易车","NIO":"蔚来","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4526":"热门中概股","BK4588":"碎股","NIO.SI":"蔚来","BK4574":"无人驾驶","09866":"蔚来-SW","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","LU0052750758.USD":"富兰克林中国基金A Acc","BK4548":"巴美列捷福持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念"},"source_url":"https://finance.sina.com.cn/nextauto/hydt/2023-11-12/doc-imzuikxs8883378.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2382571909","content_text":"专题:2023中国汽车供应链大会\n 11月10日-12日,由中国汽车工业协会和武汉市人民政府共同主办的“2023中国汽车供应链大会暨第二届中国新能源智能网联汽车生态大会”在武汉经开区举办。本届供应链大会以“踔厉奋发,攻坚克难——打造安全、韧性、绿色汽车供应链”为主题,设置了“1场战略峰会、1场大会论坛、9场主题论坛”共11场会议,围绕供应链安全与布局、新型汽车供应链打造、传统供应链升级、全球化发展等热点话题进行深入交流与探讨,寻找构建世界一流汽车供应链的对策、方法和路径。其中,在11月11日下午举办的“主题论坛二:补能体系——打造充换电高质量产业生态”上,中国电力科学研究院三级职员/教授级高工李斌发表演讲。\n\n 以下内容为现场发言实录:\n 很高兴有机会和大家交流一下电动汽车充电安全相关技术,我主要从四个方面。一个是背景,第二是充电安全监测与预警。第三是安全防护与消防,第四是相关建议和展望。\n 一、背景简单的讲一下,现在新能源车1812万辆,增长的比较快,从预测的角度来说,2030年能达到8000万辆。电动汽车发展趋势大家都有目共睹,从国家政策来说也是给予了极大的支持。近期发布了一系列关于新能源汽车下乡,构建高质量电动汽车基础设施体系以及充电设施安全的政策,都是为了促进新能源汽车行业的健康发展。但新能源汽车也还是发生了一些安全事故,我们也做了相关的统计,2020年大概170余起,2021年160余起,2022年220余起,这些都是报道的例子。车的自燃等安全事故对整个行业发展影响还是巨大的,我们做了一些研究统计,在安全事故中乘用车事故占比比较高,纯电动车占比86%,三元材料电池的车,占比也比较高。磷酸铁锂好一些,充电状态和静止状态是主要发生的场景,而且大部分是在高SOC状态下,低电量的时候事故发生并不是很多。\n 整个安全事故对我们的电动汽车行业发展会造成一些影响,充电安全事情还是需要引起我们的重视,\n 二、充电安全监测与预警。主要分三个部分。一个是车辆电池部分,第二是充电设施部分,第三是电网侧。在车侧这块,主要分三个部分,电的滥用,热滥用、机械滥用。做电池安全预警也有很多方法,举个简单的例子,阈值数风险模型,上面这个图1 SOC已经充满了,但是充电电压550多V,这是一种异常情况。第二是充电充满了,充电电流还保持60安左右,这种情况是有一些风险预警。另外单体最高电压超限,这是最简单的风险评估模型。我们再可以看下,比如充电电压变化率的情况,第一个图,充电电压波动和电池电压波动是正常区间,第二个图也是一样,第三个图充电电压大幅度上升,电池电压还是保持不动,这也是一个异常情况。充电情况就可以发现有一些风险.电池一致性评价,2018年电池比较新的时候,一致性是小于1%,从单体电池电压来说也趋于一致性,用了大概半年,单体电压分离也加大了,用了一年半之后,一致性就偏差了2%以上,这也是我们车的一些、电池上安全预警判断方法。\n 电池安全对老化的情况可以做一些判断,评估一致性就不细说了,预警可以分为突发和瞬时的,我们也做了一下分类,从实时故障来说是4类,通信、充电、放电、保护功能失效,10大核心指标如图。这块我们想说的是,安全预警可能是比较重要,但是也不能把它过分地强化,你要找到一个折衷点,有时候过度强调预警和安全,可能会造成一些正常情况下宕机、停机。所以我们也要找到折衷点,可以相应采取一些策略,比如延时上报,多次判断。\n 说完车侧再说桩侧,主要是充电设施,其实大部分主要还是一个充电设施对人身安全,绝缘漏电发生人生伤亡事故,不要因为过温、充电设施自燃等带来安全事故。我们梳理桩侧运行数据,3个大类,3个级别,32项安全指标,都可以进行充分判断。\n 再说网侧,可能大家不关心,但是对电网这块将来的影响很大。特别是将来一些大功率超充、v2g放电情况的推广还是会带来很多问题。传统充电对电网影响大家都知道,比如电能质量问题,台区配变过载问题等等,对区域电网来说是峰谷差的加大,跨区域电网带来的新能源消纳问题。\n 我们也梳理了下在网侧,充电小功率直流、大功率集中整流会发生一些谐振的风险,包括有一些低频振荡,电能质量问题,这是我们做的一个放电实验,作为一些实测数据,可以看到在第一个图中,电流谐波畸变率已经超过了国标5%的限制,这是放电的影响。包括将来大功率放电的冲击电流,我们都做了相关测试。我们做了一个并网测试,多台车放电的时候也会发生电流畸变率超限,相关结论如图。\n 三、充电安全防护与消防。防护其实刚才咱们车侧、桩侧、网侧都讲了,都有各自的本体防护策略,现在有做多层级防护,我们现在想提的是车端自己本身,电池本身的防护,能不能做一个后备保护和综合判断,对网侧的一些影响,它应该是一个多层级的。\n 有一些事情已经发生了,但是我们怎么能够去进行尽快的处理,有几个方法,一是无人值守烟雾图像识别、红外测温报警成本相对偏小,电动汽车并不像汽油车发生直接爆炸,它有一个燃烧的过程,有时候本身车烧了会把旁边的车给毁了。所以能不能通过红外传感、烟雾识别去提醒远程维护人员,5分钟或者10分钟来进行处置,或者把旁边的车挪开,至少不造成事故的扩大。现在可以加装红外成像,成本也并不高,当然如果说将来资金允许,也可以搞站级消防和防护,我们也做了一个示范站防护,也是想从灾前感知到灾中隔离处置,灾后希望做事故存证以及数据分析。相关实施方案,灾前要做态势感知,灾中要进行日常信号提醒,两道防线,消防测试图和压缩空气泡沫隔离,还可以做局部隔离,这个过程我们觉得还是涉及到资金成本问题,确实需要资金的支持。\n 四、最后提下展望和建议,一是加快充电安全相关标准的制定和完善。而是加强行业质量检测和监督,特别是新能源车下乡,广大农村地区可能会出现一些低价、质量不过关的情况,会更容易发生一些安全事故。所以我们强烈建议要对行业质量进行加强检测和监督,提升整个行业整体质量。\n 三是加强充电信息安全防护技术,现在大家都比较忽略信息安全问题,特别是如果涉及恶意篡改,无人驾驶车辆普及,做到一些恶意攻击,对整个社会和国家会带来巨大的潜在问题。个人信息、充电过程中数据信息泄露,篡改,都是我们下一步要重点关注的。四是加强模型实用化研究,前面提到相关方法,但这个模型还是随着车辆普及,不同种类车辆,不同种类电池,模型还需要不断地完善和优化。\n 以上就是我的汇报,谢谢大家。\n (注:本文根据现场速记整理,未经演讲嘉宾审阅)\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:梁斌 SF055","news_type":1},"isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397028704,"gmtCreate":1608132459908,"gmtModify":1703851379222,"author":{"id":"3532871133861998","authorId":"3532871133861998","name":"我就一手希尔伯克A","avatar":"https://static.tigerbbs.com/8f4718edf5802ac912ce9e3dd3de063f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532871133861998","authorIdStr":"3532871133861998"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397028704","repostId":"1164195357","repostType":4,"repost":{"id":"1164195357","kind":"news","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":1608131100,"share":"https://www.laohu8.com/m/news/1164195357?lang=&edition=full","pubTime":"2020-12-16 23:05","market":"us","language":"zh","title":"百度涨8%,股价突破200美元关口","url":"https://stock-news.laohu8.com/highlight/detail?id=1164195357","media":"老虎资讯综合","summary":"周三,百度盘中涨8%,股价突破200美元关口。百度昨日收涨13.8%,“华尔街女股神”执掌的ARK Invest于15日增持百度47.4万股,增持比例93%。近日,据路透社报道,百度正在考虑自行制造电","content":"<p>周三,<a href=\"https://laohu8.com/S/BIDU\">百度</a>盘中涨8%,股价突破200美元关口。百度昨日收涨13.8%,“华尔街女股神”执掌的ARK Invest于15日增持百度47.4万股,增持比例93%。</p><p><img src=\"https://static.tigerbbs.com/26d9986e928147941dcd7fefc174d4d7\" tg-width=\"840\" tg-height=\"470\"></p><p>近日,据路透社报道,百度正在考虑自行制造电动汽车,或与汽车制造商组建一家合资企业,百度将持多数股权。路透社援引知情人士消息称,百度已与包括<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、<a href=\"https://laohu8.com/S/02238\">广汽集团</a>以及中国一汽集团旗下的红旗品牌等车企展开早期接洽,讨论成立合资公司的可能性,但未做出任何最后的决定。</p><p>针对该消息,百度回应称“不做评论”,吉利内部员工表示“尚不知情”,一汽红旗则表示:“虽然一汽红旗与百度在自动驾驶方面有很多合作,但对于造车一事并不知情”。</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>百度涨8%,股价突破200美元关口</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; }\nh1{ 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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百度涨8%,股价突破200美元关口\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\">2020-12-16 23:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周三,<a href=\"https://laohu8.com/S/BIDU\">百度</a>盘中涨8%,股价突破200美元关口。百度昨日收涨13.8%,“华尔街女股神”执掌的ARK Invest于15日增持百度47.4万股,增持比例93%。</p><p><img src=\"https://static.tigerbbs.com/26d9986e928147941dcd7fefc174d4d7\" tg-width=\"840\" tg-height=\"470\"></p><p>近日,据路透社报道,百度正在考虑自行制造电动汽车,或与汽车制造商组建一家合资企业,百度将持多数股权。路透社援引知情人士消息称,百度已与包括<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、<a href=\"https://laohu8.com/S/02238\">广汽集团</a>以及中国一汽集团旗下的红旗品牌等车企展开早期接洽,讨论成立合资公司的可能性,但未做出任何最后的决定。</p><p>针对该消息,百度回应称“不做评论”,吉利内部员工表示“尚不知情”,一汽红旗则表示:“虽然一汽红旗与百度在自动驾驶方面有很多合作,但对于造车一事并不知情”。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9c9083ea560ad849832bc28e4921bb34","relate_stocks":{"BIDU":"百度"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164195357","content_text":"周三,百度盘中涨8%,股价突破200美元关口。百度昨日收涨13.8%,“华尔街女股神”执掌的ARK 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/608c0ca7f544a93854339353ff5e9ae1","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2428550111","content_text":"据报道,蔚来已开始向中国团队通报第二轮裁员事宜,以应对市场压力和销量下降。公司人力资源部门将在未来几天召开会议,但不确定裁员的程度及具体条款。据此前报道,去年11月份李斌发布全员信表示公司人员将优化10%,并且三年内不提升财务表现的项目将被推迟和削减,以确保长期竞争力。而在12月份又有媒体报道蔚来将扩大裁员比例,对此蔚来方面曾表示没有进一步裁员计划。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1609,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578915251371542","authorId":"3578915251371542","name":"天才一一","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3578915251371542","idStr":"3578915251371542"},"content":"蔚来员工不热心,就是很佛系。","text":"蔚来员工不热心,就是很佛系。","html":"蔚来员工不热心,就是很佛系。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293129175253200,"gmtCreate":1712584272490,"gmtModify":1712585081958,"author":{"id":"3532871133861998","authorId":"3532871133861998","name":"我就一手希尔伯克A","avatar":"https://static.tigerbbs.com/8f4718edf5802ac912ce9e3dd3de063f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532871133861998","idStr":"3532871133861998"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>的亏损早已不是新鲜事。从过去蔚来披露的财报数据来看,在研发方面持续不断地大笔投入,是延缓盈利的主要原因。不过,这也与市场趋势相符,更反映出了大部分新能源车企的痛点——在新能源汽车行业发展到了技术创新为重的阶段,对研发的投入加大必不可少,但也导致大部分车企处于亏损状态。</p><p>一分为二来看,蔚来其实是一家坚持长期主义的公司。根据财报数据,截至2023年6月30日,蔚来现金储备达到了315亿元。手握丰厚的资金,并大额加注研发,这本身就代表了蔚来的发展态度:为了长期发展,增加前瞻性的投入。从这个层面来看,亏损并不是一件坏事,因为蔚来仍然坚持长期投资、筑牢根基的发展目标,而不是把目光放在短期的商业回报上。</p><p>资本市场一般将这种情况称之为“战略性亏损”。对于蔚来来说,这既是公司起跳前的深蹲,也是成蝶前的化茧阶段。</p><p><font color=\"#dc143c\"><b>一、何为战略性亏损?</b></font></p><p>一般来说,战略性亏损常见于互联网公司,最为典型的案例当属<a href=\"https://laohu8.com/S/JD\">京东</a>、滴滴。</p><p>其中,滴滴的战略性亏损的耗资规模最大。数据显示,经过23轮融资之后,滴滴的累计融资金额至少达到220亿美元以上。今年三季度,滴滴出行在中国网约车市场所占有的份额高达60%,公司核心平台交易达到35.79亿单,同比增长34%,网约车活跃司机达到586万。</p><p>当前,国内的网约车竞争激烈程度与当年相比已经不可同日而语,但遭遇了中概股风波的滴滴,依然在大多数网约车平台单量未出现明显增长,甚至略有下滑的情况下,拿到了市场复苏的绝大部分增量。就滴滴当前的体量而言,依旧是国内网约车市场当之无愧的No.1。</p><p>相比之下,京东的战略性亏损周期最长,连亏10年,直到2016年才实现首次年度盈利。这十年,京东选择了一条“异常难走”的路——投入巨资打造物流体系。尽管这曾经带来了数十年的净投入“包袱”,但由此建立起与“四通一达”截然不同的完整的物流及供应链服务平台,从B2B的仓储中心到B2C的最后一公里快递服务。</p><p>当前,京东在物流方面的投入早已进入收获期,同时孵化了<a href=\"https://laohu8.com/S/02618\">京东物流</a>、<a href=\"https://laohu8.com/S/06618\">京东健康</a>两家上市公司及京东数科这家互联网金融独角兽。</p><p>聚焦到新能源汽车领域,战略性亏损的案例也并不少见。以电动汽车行业中的领头羊——<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>为例,当年特斯拉多年不赚钱的情况大家早已烂熟于心。</p><p>特斯拉自成立以来,连续16年挣扎在亏损的“泥潭”。在2017年,其净亏损更是超过22亿美元(折合人民币超160亿元)。</p><p>但是特斯拉倒闭了吗?</p><p>事实证明并没有,2018年二季度,特斯拉迎来了转机,实现亏损收窄,并于2020年实现了全年盈利。当前,特斯拉的市值已经超过了7700亿美元,并在五年的时间内大涨近1000%,为长期投资者带来丰厚回报。</p><p>总的来说,通过战略性亏损,京东建立了供应链体系,滴滴占据了巨大的流量入口,特斯拉成为了电动汽车行业的霸主。以上历史经验无一不在说明一个事实,在新兴市场或赛道上做好前期大规模投入的准备,不可避免会出现战略性亏损的情况,但这也一度定义了这些公司的高估值。</p><p><b><font color=\"#dc143c\">二、大笔投入的背后,蔚来获得了什么?</font></b></p><p>回到蔚来的话题,蔚来当前所处的阶段与盈利前的特斯拉极为相似。从当前蔚来的动作来看,无疑是在为其长期发展“交学费”,以筑牢底层技术基础。</p><p>企业在研发上的投入,往往体现在其拥有的专利数量上。蔚来于过去五年半的时间内,在技术研发领域的投入已经接近330亿元,当前已经形成了诸多阶段成果。一份公开数据显示,蔚来在多项专利数据方面,在新势力队伍中保持领先。就全球总数来看,蔚来以6390件保持绝对第一,比排在第二位的车企多将近3000件。</p><p><img src=\"https://img3.gelonghui.com/594c0-c1fe721c-1e83-4111-869d-b4abb2b4b3e3.jpg\"/></p><p>那么,必要的研发投入、远超同行的专利数,给蔚来带来了什么?在笔者看来,可以从产品品质和技术全栈两方面进行解读。</p><p><b>其一,带来了蔚来过硬的产品品质。</b>一直以来,蔚来为保证产品品质属于一流,在研发方面加大投入,最大力度的保证了品质到位。在今年下半年,蔚来有三款车获得全球最权威安全测试机构之一Euro NCAP欧盟新车安全评鉴协会五星安全评级(2023新规)。这一鉴定严格而高水平,意味着蔚来的整车品质已属于世界一流。</p><p>而蔚来一直坚持的硬核品质,既为蔚来带来良好口碑,亦在潜移默化引领着国内高端纯电市场。根据2023年1-10月高端品牌销量增速榜单显示,蔚来的同比增速是其他品牌的数倍。在30万以上的高端纯电动市场,蔚来的市场占有率已经超过60%,蔚来有力的带动了中国汽车品牌的高端化发展。</p><p><img src=\"https://img3.gelonghui.com/93502-72478be6-9983-494d-8b8c-1349f0f7c45f.jpg\"/></p><p><b>其二,必要研发投入带来了完善的技术全栈和底层创新能力。</b>蔚来将其技术创新布局称之为“蔚来技术全栈”,包括了芯片和车载<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>硬件、电池系统、电驱及高压系统、车辆工程、整车全域操作系统、全景互联、智能驾驶、智能座舱、智慧能源、智能制造、人工智能、全球数字运营在内的12项关键技术领域。</p><p>在今年的蔚来<a href=\"https://laohu8.com/S/C76.SI\">创新科技</a>日中,围绕“蔚来技术全栈”布局,蔚来整车全域操作系统天枢<span>SkyOS、其自研的第一款芯片产品“杨戬”、NIO Link蔚来全景互联、跨域融合超算集群</span><span>CCC等多项全新技术与新产品悉数亮相。这不仅让蔚来实现了在整车研发的各个领域长期发展和创新,亦积极推动了智能电动汽车技术变革,也让蔚来在更为“内卷”的电动汽车市场中更具有竞争资本。</span></p><p>值得一提的是,今年二季度,蔚来完成了5款二代新车的高质量上市和交付,验证了公司快速迭代产品和管理多款产品复杂度的能力。今年三季度,蔚来交付量再创新高,值得注意的是,该成绩是在公司保持价格体系基本稳定的情况下获得的,该交付量更具有含金量。今年下半年,蔚来在纯电车企的月收入排行中也处于遥遥领先的地位。</p><p><img src=\"https://img3.gelonghui.com/b15a6-31103a0a-3394-4e8a-aa29-98181ccbf11c.jpg\"/></p><p>由此看来,蔚来一直以来坚持的长期主义理念的投入,正在不断收获果实。鉴于当前蔚来的整体运营效率在逐步提升,未来随着销量释放和投入保持稳定规模,摊折稀释效应加强,将进一步摊薄单车成本,带动蔚来整体毛利的提升,蔚来的亏损有望出现明显收窄。</p><p><font color=\"#dc143c\"><b>三、蔚来仍有“未来”</b></font></p><p>投资,投的是企业的未来价值。拉长时间周期来看,企业的股价走势和一时的盈亏关系不大,而是与业务发展、核心技术、战略方向、决策机制等方面相挂钩。</p><p>除了在新能源汽车领域的大额投入,蔚来也在持续推进服务及补能基建体系的建设,力求补能服务向更多应用场景拓展。数据显示,蔚来10月份在中国市场自建了254座充换电站,充换电站总数达到了5401座,超出第二名特斯拉两倍有余。</p><p><img src=\"https://img3.gelonghui.com/2dff1-7ce034fc-2b3e-4c5c-826f-5393105a6903.png\"/></p><p>与此同时,蔚来海外和国内的门店也在不断增加,10月份就新增了25家门店。蔚来充换电网络和门店的布局,无疑是提高了蔚来用户的用车体验感并扩大了蔚来的影响力,只是很多人认为蔚来换电站的建设和运营成本过高,全球性的铺开占用大量资金。</p><p>补能基建作为蔚来的长期投资,属于持有型“现金流资产”,处于从一次性资本开支到现金流回收的初始阶段。即使该项业务出现阶段性亏损,也不足以对某个赛道或新兴市场进行战略性的卡位。现阶段,公司通过这些项目积累的管理和运营经验,比这些资产回报本身更重要。</p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>曾二十年如一日的亏损,也没有阻挡它从一家在线小书店成长为万亿美元市值的科技巨头。那些未能即刻见到回报的投入,最终都化为了让“飞轮”启动的燃料。对于蔚来来说,以公司当前的现金储备、研发创新进度和成果,亏损只是其成长过程中的小插曲,公司仍然有充足的底气坚守长期主义的发展目标。虽然目前可能要牺牲更多短期利益,但足以让蔚来成就一个未来。</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\" />\n<title>化茧之际:浅谈蔚来(NIO.US)的长期主义</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化茧之际:浅谈蔚来(NIO.US)的长期主义\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-17 16:04 北京时间 <a href=https://www.gelonghui.com/p/665331><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近年来,伴随着中国新能源汽车市场快速发展,各大新能源汽车品牌的表现备受市场关注。随着竞争加剧,新势力队伍不断壮大,除蔚小理外,哪咤、零跑、极氪等新秀品牌加入“战斗”。近期,关于蔚来(NIO.US)业绩现状及暂时亏损的消息,引发热议。事实上,蔚来的亏损早已不是新鲜事。从过去蔚来披露的财报数据来看,在研发方面持续不断地大笔投入,是延缓盈利的主要原因。不过,这也与市场趋势相符,更反映出了大部分新能源车企...</p>\n\n<a href=\"https://www.gelonghui.com/p/665331\">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":{"NIO.SI":"蔚来","BK4574":"无人驾驶","09866":"蔚来-SW","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4548":"巴美列捷福持仓","BK6125":"汽车制造商","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4555":"新能源车","BK4509":"腾讯概念","BK1588":"回港中概股","NIO":"蔚来","BK4526":"热门中概股","BK4588":"碎股","BK1119":"汽车制造商"},"source_url":"https://www.gelonghui.com/p/665331","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2384339368","content_text":"近年来,伴随着中国新能源汽车市场快速发展,各大新能源汽车品牌的表现备受市场关注。随着竞争加剧,新势力队伍不断壮大,除蔚小理外,哪咤、零跑、极氪等新秀品牌加入“战斗”。近期,关于蔚来(NIO.US)业绩现状及暂时亏损的消息,引发热议。事实上,蔚来的亏损早已不是新鲜事。从过去蔚来披露的财报数据来看,在研发方面持续不断地大笔投入,是延缓盈利的主要原因。不过,这也与市场趋势相符,更反映出了大部分新能源车企的痛点——在新能源汽车行业发展到了技术创新为重的阶段,对研发的投入加大必不可少,但也导致大部分车企处于亏损状态。一分为二来看,蔚来其实是一家坚持长期主义的公司。根据财报数据,截至2023年6月30日,蔚来现金储备达到了315亿元。手握丰厚的资金,并大额加注研发,这本身就代表了蔚来的发展态度:为了长期发展,增加前瞻性的投入。从这个层面来看,亏损并不是一件坏事,因为蔚来仍然坚持长期投资、筑牢根基的发展目标,而不是把目光放在短期的商业回报上。资本市场一般将这种情况称之为“战略性亏损”。对于蔚来来说,这既是公司起跳前的深蹲,也是成蝶前的化茧阶段。一、何为战略性亏损?一般来说,战略性亏损常见于互联网公司,最为典型的案例当属京东、滴滴。其中,滴滴的战略性亏损的耗资规模最大。数据显示,经过23轮融资之后,滴滴的累计融资金额至少达到220亿美元以上。今年三季度,滴滴出行在中国网约车市场所占有的份额高达60%,公司核心平台交易达到35.79亿单,同比增长34%,网约车活跃司机达到586万。当前,国内的网约车竞争激烈程度与当年相比已经不可同日而语,但遭遇了中概股风波的滴滴,依然在大多数网约车平台单量未出现明显增长,甚至略有下滑的情况下,拿到了市场复苏的绝大部分增量。就滴滴当前的体量而言,依旧是国内网约车市场当之无愧的No.1。相比之下,京东的战略性亏损周期最长,连亏10年,直到2016年才实现首次年度盈利。这十年,京东选择了一条“异常难走”的路——投入巨资打造物流体系。尽管这曾经带来了数十年的净投入“包袱”,但由此建立起与“四通一达”截然不同的完整的物流及供应链服务平台,从B2B的仓储中心到B2C的最后一公里快递服务。当前,京东在物流方面的投入早已进入收获期,同时孵化了京东物流、京东健康两家上市公司及京东数科这家互联网金融独角兽。聚焦到新能源汽车领域,战略性亏损的案例也并不少见。以电动汽车行业中的领头羊——特斯拉为例,当年特斯拉多年不赚钱的情况大家早已烂熟于心。特斯拉自成立以来,连续16年挣扎在亏损的“泥潭”。在2017年,其净亏损更是超过22亿美元(折合人民币超160亿元)。但是特斯拉倒闭了吗?事实证明并没有,2018年二季度,特斯拉迎来了转机,实现亏损收窄,并于2020年实现了全年盈利。当前,特斯拉的市值已经超过了7700亿美元,并在五年的时间内大涨近1000%,为长期投资者带来丰厚回报。总的来说,通过战略性亏损,京东建立了供应链体系,滴滴占据了巨大的流量入口,特斯拉成为了电动汽车行业的霸主。以上历史经验无一不在说明一个事实,在新兴市场或赛道上做好前期大规模投入的准备,不可避免会出现战略性亏损的情况,但这也一度定义了这些公司的高估值。二、大笔投入的背后,蔚来获得了什么?回到蔚来的话题,蔚来当前所处的阶段与盈利前的特斯拉极为相似。从当前蔚来的动作来看,无疑是在为其长期发展“交学费”,以筑牢底层技术基础。企业在研发上的投入,往往体现在其拥有的专利数量上。蔚来于过去五年半的时间内,在技术研发领域的投入已经接近330亿元,当前已经形成了诸多阶段成果。一份公开数据显示,蔚来在多项专利数据方面,在新势力队伍中保持领先。就全球总数来看,蔚来以6390件保持绝对第一,比排在第二位的车企多将近3000件。那么,必要的研发投入、远超同行的专利数,给蔚来带来了什么?在笔者看来,可以从产品品质和技术全栈两方面进行解读。其一,带来了蔚来过硬的产品品质。一直以来,蔚来为保证产品品质属于一流,在研发方面加大投入,最大力度的保证了品质到位。在今年下半年,蔚来有三款车获得全球最权威安全测试机构之一Euro NCAP欧盟新车安全评鉴协会五星安全评级(2023新规)。这一鉴定严格而高水平,意味着蔚来的整车品质已属于世界一流。而蔚来一直坚持的硬核品质,既为蔚来带来良好口碑,亦在潜移默化引领着国内高端纯电市场。根据2023年1-10月高端品牌销量增速榜单显示,蔚来的同比增速是其他品牌的数倍。在30万以上的高端纯电动市场,蔚来的市场占有率已经超过60%,蔚来有力的带动了中国汽车品牌的高端化发展。其二,必要研发投入带来了完善的技术全栈和底层创新能力。蔚来将其技术创新布局称之为“蔚来技术全栈”,包括了芯片和车载智能硬件、电池系统、电驱及高压系统、车辆工程、整车全域操作系统、全景互联、智能驾驶、智能座舱、智慧能源、智能制造、人工智能、全球数字运营在内的12项关键技术领域。在今年的蔚来创新科技日中,围绕“蔚来技术全栈”布局,蔚来整车全域操作系统天枢SkyOS、其自研的第一款芯片产品“杨戬”、NIO Link蔚来全景互联、跨域融合超算集群CCC等多项全新技术与新产品悉数亮相。这不仅让蔚来实现了在整车研发的各个领域长期发展和创新,亦积极推动了智能电动汽车技术变革,也让蔚来在更为“内卷”的电动汽车市场中更具有竞争资本。值得一提的是,今年二季度,蔚来完成了5款二代新车的高质量上市和交付,验证了公司快速迭代产品和管理多款产品复杂度的能力。今年三季度,蔚来交付量再创新高,值得注意的是,该成绩是在公司保持价格体系基本稳定的情况下获得的,该交付量更具有含金量。今年下半年,蔚来在纯电车企的月收入排行中也处于遥遥领先的地位。由此看来,蔚来一直以来坚持的长期主义理念的投入,正在不断收获果实。鉴于当前蔚来的整体运营效率在逐步提升,未来随着销量释放和投入保持稳定规模,摊折稀释效应加强,将进一步摊薄单车成本,带动蔚来整体毛利的提升,蔚来的亏损有望出现明显收窄。三、蔚来仍有“未来”投资,投的是企业的未来价值。拉长时间周期来看,企业的股价走势和一时的盈亏关系不大,而是与业务发展、核心技术、战略方向、决策机制等方面相挂钩。除了在新能源汽车领域的大额投入,蔚来也在持续推进服务及补能基建体系的建设,力求补能服务向更多应用场景拓展。数据显示,蔚来10月份在中国市场自建了254座充换电站,充换电站总数达到了5401座,超出第二名特斯拉两倍有余。与此同时,蔚来海外和国内的门店也在不断增加,10月份就新增了25家门店。蔚来充换电网络和门店的布局,无疑是提高了蔚来用户的用车体验感并扩大了蔚来的影响力,只是很多人认为蔚来换电站的建设和运营成本过高,全球性的铺开占用大量资金。补能基建作为蔚来的长期投资,属于持有型“现金流资产”,处于从一次性资本开支到现金流回收的初始阶段。即使该项业务出现阶段性亏损,也不足以对某个赛道或新兴市场进行战略性的卡位。现阶段,公司通过这些项目积累的管理和运营经验,比这些资产回报本身更重要。亚马逊曾二十年如一日的亏损,也没有阻挡它从一家在线小书店成长为万亿美元市值的科技巨头。那些未能即刻见到回报的投入,最终都化为了让“飞轮”启动的燃料。对于蔚来来说,以公司当前的现金储备、研发创新进度和成果,亏损只是其成长过程中的小插曲,公司仍然有充足的底气坚守长期主义的发展目标。虽然目前可能要牺牲更多短期利益,但足以让蔚来成就一个未来。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1413,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3518983480179242","idStr":"3518983480179242"},"content":"没有现金流,奢谈长期主义","text":"没有现金流,奢谈长期主义","html":"没有现金流,奢谈长期主义"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914972752,"gmtCreate":1581015697976,"gmtModify":1704343304758,"author":{"id":"3532871133861998","authorId":"3532871133861998","name":"我就一手希尔伯克A","avatar":"https://static.tigerbbs.com/8f4718edf5802ac912ce9e3dd3de063f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532871133861998","idStr":"3532871133861998"},"themes":[],"htmlText":"<a 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