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晨灿__
2022-10-27
写得不错
传统车企发力要翻盘,蔚小理们打得过吗?
晨灿__
2022-08-25
$道琼斯(.DJI)$
晨灿__
2021-02-10
$蔚来(NIO)$
[开心] [开心]
晨灿__
2021-01-05
高吗?
@夏溪:
$Unity Software Inc.(U)$
好公司 只是估值高了点
晨灿__
2020-09-01
$瑞幸咖啡(LKNCY)$
还没死?
晨灿__
2019-12-06
长期必赚 趋势
晨灿__
2019-12-06
$蔚来(NIO)$
我又上车了 哎呀12月了山顶的风好大啊
晨灿__
2019-11-07
$蔚来(NIO)$
2.05都出来了 今晚是要回去1了
晨灿__
2019-10-16
$蔚来(NIO)$
人生第一次买股票选择了蔚来,主要国庆车展 跑了蔚来的展台 了解了蔚来汽车 个人觉得 换电才是以后的核心竞争力 毕竟中国嘛!我不相信充电来解决电车能源问题,就算15分钟充满 我也相信高速服务区都可以堵到入口... 我个人觉得换电是电车唯一的出路 毕竟我国人口密集 国情不一样 ”特斯拉进中国还真不一定能干过蔚来” 谁也无法预测下一年的行情 巴菲特也一样 投资者只能从长远的角度看待一个公司的发展 .. 别说蔚来黄 也别说蔚来暴涨
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NEXT战略计划公布后的首款纯电车型ARIYA艾睿雅,宣告着东风日产电动化时代到来。</p><p>虽晚未迟,这些在产品上显得有些执拗的传统玩家,会是行业未来三至五年的洗牌期里最具竞争力的参与者。谁能笑到最后,仍是产品、规模说了算。</p><p><b>迟来者</b></p><p>如今业内总爱将车企分为两派:造车新势力和传统车企。</p><p>听起来传统车企仿佛是个老古板,在新势力借着新能源东风攻城略地的时候,却还在转型上踟蹰。直到这两年才开始陆续推出自己的转型主张,大举发力电动化。以至于眼下中国新能源汽车渗透率已经突破30%,传统车企里却没有像燃油车时代里一样,占据绝对高位。</p><p>贴在新势力身上的标签,则是张扬、会营销。加上产品快速迭代,让消费能够有新鲜感。新势力们也总是在一旁调侃着传统车企过时了。</p><p>特斯拉一直标榜着自己是在用互联网思维造车。用全新的电子电器架构,以及软件和智能,重新定义了汽车。</p><p>蔚来无时无刻不忘对标宝马,华为问界动辄就是超越丰田埃尔法、雷克萨斯LM等百万豪车。甚至小鹏汽车董事长何小鹏也曾说过一句备受争议的话,“智能汽车的核心在运营,而不在制造。”</p><p>来自传统阵营的玩家们则仿佛憋着一股气。特斯拉刚进入中国不久,比亚迪董事长王传福在2013年的股东大会上就豪言,比亚迪分分钟造出特斯拉。</p><p>这个时候传统玩家其实并非没有电动汽车。宝马i3、通用VOLT还有来自日产的LEAF,这都是与特斯拉同时间,甚至更早的产品。</p><p>其中,日产在2010年就推出的LEAF是世界上第一款真正意义上,面向私人交付的纯电动车。至2014年,上市三年多的LEAF在全球累计卖出了10万辆,并在当年以“聆风”之名进入了中国市场。</p><p>截至今年2月,LEAF累计销售64.8万台,累计行驶里程超210亿公里,并且0电池安全事故。在电动车领域里,日产已经用一系列的电动车产品奠定了它的底蕴。</p><p>不过就像大家所熟知的故事,2016年之前做电动车并不容易,这终是个小众的市场。消费者对电动车的接受度低,加上电动桩铺排不高等问题,这些传统车企一直是在小步伐地尝试,给外界以他们一直在观望、犹豫不前的态度。</p><p>燃油车时代,一款车型的生命周期可以长达数十年,“一年小改款,五年一换代”。这样的情况在新能源时代依旧没有改变。</p><p>一名汽车产业链人士表示,他们公司的产品在去年底已得到了某国际大型车厂定点,要给这家车企新能源汽车提供零部件。但光是论证就花了三年,而新势力则只需要一年,甚至半年。</p><p><b>传统车企讲究的调教积累、质量把控需要长时间验证,在新能源时代反倒成了拖慢他们电动化转型的一个因素。</b></p><p>加上燃油车依旧是这些传统车企收入的大头,电气化转型投入与整体财务的平衡、新的供应链体系和产业链的搭建等等。光是靠产品经理,解决不了这些问题。</p><p><b>反攻战</b></p><p>从今年3月“埃小蔚”替换“蔚小理”开始,来自传统车企的反攻战已经打响。</p><p>从新能源汽车月度零售销量来看,TOP10榜单中来自传统车企的市场份额已经从3月的49.4%,上升至9月时的56%。同步的则是来自新势力份额持续下降,如果加上特斯拉,下降幅度就更多了。</p><p>一个很关键的因素就是从去年开始传统车企开始发力。在看到市场新能源趋势确认,消除了对市场前景的顾虑后,这些传统车企快速加码产品线、生产线。</p><p>奔驰在10月发布了EQE纯电SUV,构建起豪华品牌中最全面的电动化产品布局;宝马今年在中国的电池生产、生产线上连现多笔百亿投资;包括丰田、本田以及日产在内的日系车企,也在今年向中国推出电动化产品。</p><p><b>随着这些传统玩家的进入,新能源汽车的竞争激烈程度已是肉眼可见。就连特斯拉都不得不在成本依旧高企的时候,降价求销量。而眼下新能源市场里除了特斯拉、比亚迪等少数玩家,能够盈利的尚是少数,新势力们还在卖一辆亏一辆的状态,接下来市场的洗牌会愈发激烈。</b></p><p>不过正如一名外资车企高管对华尔街见闻所说,新能源汽车市场最激进的时候已经过去,可以看到消费者已经从尝鲜、追求新鲜感,转向实用性。</p><p>这也意味着新能源汽车逐渐回归到了汽车工业的本质,安全、舒适性在消费者心中愈发重要。这也是传统车企最擅长的。相比新势力将用户体验作为卖点,“日产大沙发”的概念深入人心,并且这种理念也在ARIYA艾睿雅上得以延续。</p><p>全新的云图专业纯电平台、全链路自研的三电技术,日产的前瞻技术储备与布局在新能源时代也有了产出。ARIYA艾睿雅首席工程师Hikaru Nakajima直言,ARIYA艾睿雅对标产品就是特斯拉Model Y。</p><p>在ARIYA艾睿雅上市时日产汽车CEO内田诚曾表示,日产的电动车产品最重要的是在对的地点、对的时间上市。</p><p>如今,中国的新能源汽车市场也在高速增长了三年后,来到了产品导向、充分市场化竞争。安全、可靠性以及科技能力,都是消费者所考量的指标;相比新势力持续在供应链、产业链上被制肘,传统车企在这一块也有着更多经验,当然,在软件方面,传统车企还需要好好补课。</p><p>随着日产等传统车企开始下场,新的竞争格局也随之形成。一场激烈的洗牌,不过才刚刚开始罢了。</p></body></html>","source":"live_wallstreetcn","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>传统车企发力要翻盘,蔚小理们打得过吗?</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传统车企发力要翻盘,蔚小理们打得过吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-26 21:05 北京时间 <a href=https://wallstreetcn.com/articles/3673344><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:周智宇10月24日特斯拉官宣在中国降价后,各个社交平台上兴起了一个讨论。“特斯拉突然降价,谁最受伤?”问题的背后列了一串车型,囊括了比亚迪、理想、华为问界和大众等一批车企的竞争车型,最终投票排在前面的都是来自新势力的选手。投票给新势力的理由也很简单,“蔚小理”们如今还在10万辆的生死线上徘徊,连龙头车企都降价了,它们只能被动跟随。新势力们的淘汰赛也将进入下半场。反倒是那些过去被吐槽转型过慢的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3673344\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/65651c1586bf8249c79fabe09f36b476","relate_stocks":{"LI":"理想汽车","NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://wallstreetcn.com/articles/3673344","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1186441869","content_text":"作者:周智宇10月24日特斯拉官宣在中国降价后,各个社交平台上兴起了一个讨论。“特斯拉突然降价,谁最受伤?”问题的背后列了一串车型,囊括了比亚迪、理想、华为问界和大众等一批车企的竞争车型,最终投票排在前面的都是来自新势力的选手。投票给新势力的理由也很简单,“蔚小理”们如今还在10万辆的生死线上徘徊,连龙头车企都降价了,它们只能被动跟随。新势力们的淘汰赛也将进入下半场。反倒是那些过去被吐槽转型过慢的传统车企们,在新势力们把场子热起来了之后,开始动真格的了。在9月销量排行榜上,来自传统车企的玩家们将新势力们替换下来,吉利、广汽埃安等整车厂动辄同比翻倍的增速,让人一时间不知谁才是新势力。另一边,德系的大众、宝马和奔驰,日系的本田、丰田和日产等,也逐步在中国落地了自己的电动化产品。9月底,东风日产也推出NISSAN NEXT战略计划公布后的首款纯电车型ARIYA艾睿雅,宣告着东风日产电动化时代到来。虽晚未迟,这些在产品上显得有些执拗的传统玩家,会是行业未来三至五年的洗牌期里最具竞争力的参与者。谁能笑到最后,仍是产品、规模说了算。迟来者如今业内总爱将车企分为两派:造车新势力和传统车企。听起来传统车企仿佛是个老古板,在新势力借着新能源东风攻城略地的时候,却还在转型上踟蹰。直到这两年才开始陆续推出自己的转型主张,大举发力电动化。以至于眼下中国新能源汽车渗透率已经突破30%,传统车企里却没有像燃油车时代里一样,占据绝对高位。贴在新势力身上的标签,则是张扬、会营销。加上产品快速迭代,让消费能够有新鲜感。新势力们也总是在一旁调侃着传统车企过时了。特斯拉一直标榜着自己是在用互联网思维造车。用全新的电子电器架构,以及软件和智能,重新定义了汽车。蔚来无时无刻不忘对标宝马,华为问界动辄就是超越丰田埃尔法、雷克萨斯LM等百万豪车。甚至小鹏汽车董事长何小鹏也曾说过一句备受争议的话,“智能汽车的核心在运营,而不在制造。”来自传统阵营的玩家们则仿佛憋着一股气。特斯拉刚进入中国不久,比亚迪董事长王传福在2013年的股东大会上就豪言,比亚迪分分钟造出特斯拉。这个时候传统玩家其实并非没有电动汽车。宝马i3、通用VOLT还有来自日产的LEAF,这都是与特斯拉同时间,甚至更早的产品。其中,日产在2010年就推出的LEAF是世界上第一款真正意义上,面向私人交付的纯电动车。至2014年,上市三年多的LEAF在全球累计卖出了10万辆,并在当年以“聆风”之名进入了中国市场。截至今年2月,LEAF累计销售64.8万台,累计行驶里程超210亿公里,并且0电池安全事故。在电动车领域里,日产已经用一系列的电动车产品奠定了它的底蕴。不过就像大家所熟知的故事,2016年之前做电动车并不容易,这终是个小众的市场。消费者对电动车的接受度低,加上电动桩铺排不高等问题,这些传统车企一直是在小步伐地尝试,给外界以他们一直在观望、犹豫不前的态度。燃油车时代,一款车型的生命周期可以长达数十年,“一年小改款,五年一换代”。这样的情况在新能源时代依旧没有改变。一名汽车产业链人士表示,他们公司的产品在去年底已得到了某国际大型车厂定点,要给这家车企新能源汽车提供零部件。但光是论证就花了三年,而新势力则只需要一年,甚至半年。传统车企讲究的调教积累、质量把控需要长时间验证,在新能源时代反倒成了拖慢他们电动化转型的一个因素。加上燃油车依旧是这些传统车企收入的大头,电气化转型投入与整体财务的平衡、新的供应链体系和产业链的搭建等等。光是靠产品经理,解决不了这些问题。反攻战从今年3月“埃小蔚”替换“蔚小理”开始,来自传统车企的反攻战已经打响。从新能源汽车月度零售销量来看,TOP10榜单中来自传统车企的市场份额已经从3月的49.4%,上升至9月时的56%。同步的则是来自新势力份额持续下降,如果加上特斯拉,下降幅度就更多了。一个很关键的因素就是从去年开始传统车企开始发力。在看到市场新能源趋势确认,消除了对市场前景的顾虑后,这些传统车企快速加码产品线、生产线。奔驰在10月发布了EQE纯电SUV,构建起豪华品牌中最全面的电动化产品布局;宝马今年在中国的电池生产、生产线上连现多笔百亿投资;包括丰田、本田以及日产在内的日系车企,也在今年向中国推出电动化产品。随着这些传统玩家的进入,新能源汽车的竞争激烈程度已是肉眼可见。就连特斯拉都不得不在成本依旧高企的时候,降价求销量。而眼下新能源市场里除了特斯拉、比亚迪等少数玩家,能够盈利的尚是少数,新势力们还在卖一辆亏一辆的状态,接下来市场的洗牌会愈发激烈。不过正如一名外资车企高管对华尔街见闻所说,新能源汽车市场最激进的时候已经过去,可以看到消费者已经从尝鲜、追求新鲜感,转向实用性。这也意味着新能源汽车逐渐回归到了汽车工业的本质,安全、舒适性在消费者心中愈发重要。这也是传统车企最擅长的。相比新势力将用户体验作为卖点,“日产大沙发”的概念深入人心,并且这种理念也在ARIYA艾睿雅上得以延续。全新的云图专业纯电平台、全链路自研的三电技术,日产的前瞻技术储备与布局在新能源时代也有了产出。ARIYA艾睿雅首席工程师Hikaru 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