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Alex_0099
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IP属地:上海
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Alex_0099
07-25 22:02
$美国超微公司(AMD)$
这跌幅已经没有阻力了
Alex_0099
07-25 05:22
$纳斯达克(.IXIC)$
犹大兴风作浪,叫所有人资本市场是它的地盘。首当其冲就是对付马斯克
Alex_0099
07-19
$理想汽车(LI)$
华尔街犹大要给颜色,中概中枪
Alex_0099
07-08
6月周销量和月销量有很大的gap, 看来CFO不能把职业生涯都压上去
蔚来(09866.HK)低开逾4.5% 首席财务官辞任
Alex_0099
07-05
不过是听话而已
欧盟电动车临时关税将落地,最高接近40%!多家车企回应
Alex_0099
06-19
80万就主力了?
[捂脸]
蔚来-SW06月18日主力资金流入80万元 连续7日加仓
Alex_0099
06-11
预测未来三年亏340亿,但账面只有200多亿。这不就KO了?
花旗维持蔚来买入评级,将目标价从79.6元调低至65.2元
Alex_0099
06-11
$蔚来-SW(09866)$
一季度季报带来影响相比上涨预期影响已经很收敛了,下半周应该反弹了。
Alex_0099
06-06
$蔚来-SW(09866)$
这次季报两年来算最差的,看看能回撤多少吧
Alex_0099
06-04
$理想汽车-W(02015)$
二季度季报还是亏损,裁员降本得三季度了。70见了
Alex_0099
06-04
$蔚来-SW(09866)$
6.6季报出来大概率会暴跌一波
Alex_0099
05-30
$Faraday Future(FFIE)$
十股并一股,再增发,再并股,无穷尽也啊。
Alex_0099
05-28
好文!
2024年,换电抢了增程的风头
Alex_0099
05-24
$Faraday Future(FFIE)$
能维持在1块多是最好的结果了
Alex_0099
05-24
$理想汽车(LI)$
破了20,会继续下探,15不远了
Alex_0099
05-24
$美国超微公司(AMD)$
苏妈光想着套现,和老黄不是一个境界。真正的创始人对公司何等重要。在牛逼的打工CEO也无法和创始人相提并论
Alex_0099
05-24
$英伟达(NVDA)$
只能说太牛逼了
Alex_0099
05-23
$Faraday Future(FFIE)$
没有庄家托盘很快就又垃圾股退市风险了。
Alex_0099
05-23
$美国超微公司(AMD)$
如果LISA不一直卖,早就200了
Alex_0099
05-22
$Faraday Future(FFIE)$
没量了,基本很快4就回到几分了
去老虎APP查看更多动态
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2024-07-05 16:25。)<br/><br/></p><div></div>AASTOCKS新闻 </span> </div></body></html>","source":"aastocks_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>蔚来(09866.HK)低开逾4.5% 首席财务官辞任</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来(09866.HK)低开逾4.5% 首席财务官辞任\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-08 09:43 北京时间 <a href=http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1361851/latest-news/AAFN><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>蔚来-SW(09866.HK) 今日低开4.56%,最低见35.5元。现报36.35元,跌2.55%,成交17.65万股,涉资634万元。集团宣布奉玮基于个人及家庭原因,已辞任首席财务官职务,自上周五(5日)起生效。董事会已委任高级财务副总裁曲玉,接任首席财务官一职。(gc/w)(港股报价延迟最少十五分钟。沽空资料截至 2024-07-05 16:25。)AASTOCKS新闻</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1361851/latest-news/AAFN\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20231212113209078_s.jpg","relate_stocks":{"BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4509":"腾讯概念","BK1588":"回港中概股","BK4588":"碎股","BK1119":"汽车制造商","BK4526":"热门中概股","NIO":"蔚来","09866":"蔚来-SW","BK4574":"无人驾驶","LU0052750758.USD":"富兰克林中国基金A Acc","BK4505":"高瓴资本持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4532":"文艺复兴科技持仓"},"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1361851/latest-news/AAFN","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2449718695","content_text":"蔚来-SW(09866.HK) 今日低开4.56%,最低见35.5元。现报36.35元,跌2.55%,成交17.65万股,涉资634万元。集团宣布奉玮基于个人及家庭原因,已辞任首席财务官职务,自上周五(5日)起生效。董事会已委任高级财务副总裁曲玉,接任首席财务官一职。(gc/w)(港股报价延迟最少十五分钟。沽空资料截至 2024-07-05 16:25。)AASTOCKS新闻","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324172583784744,"gmtCreate":1720149688367,"gmtModify":1720149690110,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不过是听话而已","listText":"不过是听话而已","text":"不过是听话而已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324172583784744","repostId":"1146186898","repostType":2,"repost":{"id":"1146186898","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯,最专业的解读分析,覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1720131365,"share":"https://www.laohu8.com/m/news/1146186898?lang=&edition=full","pubTime":"2024-07-05 06:16","market":"us","language":"zh","title":"欧盟电动车临时关税将落地,最高接近40%!多家车企回应","url":"https://stock-news.laohu8.com/highlight/detail?id=1146186898","media":"券商中国","summary":"6月12日,欧盟委员会发表声明称,拟从7月4日起对从中国进口的电动汽车征收临时反补贴税,将对比亚迪、吉利汽车和上汽集团分别加征17.4%、20%和38.1%的关税。这一临时关税将于2024年7月5日生效,最长持续4个月。对此,部分车企发出了最新回应。德国汽车工业协会在7月3日发表声明,反对欧盟对从中国进口的电动汽车征收临时反补贴关税。","content":"<html><head></head><body><p>希望欧方同中方相向而行。</p><p>6月12日,欧盟委员会发表声明称,拟从7月4日起对从中国进口的电动汽车征收临时反补贴税,将对比亚迪、吉利汽车和上汽集团分别加征17.4%、20%和38.1%的关税。合作但未被抽样的中国生产商将被征收20.8%的加权平均关税,未合作的公司税率为37.6%。这一临时关税将于2024年7月5日生效,最长持续4个月。</p><p><strong>7月5日,这一加税措施或将生效。这一政策的落地对不少中国车企的出口战略产生重大影响,尤其是近来有不少传闻称,中国车企或将调整在欧盟销售车型的价格。</strong></p><p>对此,部分车企发出了最新回应。据媒体报道,针对“由于欧盟额外征税,蔚来在欧洲销售的车型或调整价格”传闻,蔚来汽车表示:“蔚来密切关注并跟进欧盟反补贴调查的相关进展与措施。目前阶段,蔚来在欧洲市场将保持其在销产品的定价,并将根据关税政策的进展而评估市场策略。在欧洲,我们将继续服务好蔚来用户。我们相信适当的市场竞争对用户有益,并希望在2024年11月实施最终措施之前与欧盟达成解决方案。”</p><p>7月4日,商务部新闻发言人何亚东在商务部召开的例行新闻发布会上表示,目前距终裁还有4个月窗口期。希望欧方同中方相向而行,展现诚意,抓紧推进磋商进程,基于事实和规则,尽快达成双方均可接受的解决方案。</p><p style=\"text-align: left;\"><strong>产业界积极回应</strong></p><p>目前,全球汽车市场正在发生巨变,尤其是中国新能源汽车正快速崛起。2023年,中国首次取代日本成为全球最大的汽车出口国,打破了日本连续七年汽车出口第一的成绩。中汽协和日汽协的数据显示,日本2023年汽车出口量为442万辆,同比增长16%,而同期中国汽车出口量为491万辆,同比大涨58%。</p><p>中汽协预计,2024年中国汽车总销量将超过3100万辆,同比增长3%以上。其中,乘用车销量2680万辆,同比增长3%;商用车销量420万辆,同比增长4%。其中,出口将继续增长,达到550万辆的规模。</p><p>而欧盟作为全球汽车市场中不可忽视的一环,更是中国汽车企业海外布局的重中之重。以最新回应的蔚来为例,6月28日,蔚来宣布,位于德国科隆的蔚来体验中心正式启用;7月1日,位于柏林的蔚来换电站正式揭幕并投入运营,这是蔚来在欧洲的第44座换电站,也是蔚来在德国的第16座换电站。随着该站上线,蔚来将为德国东部地区提供便捷的加电体验。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4269845a092f2ca47b64a1503e1f24d2\" alt=\"\" title=\"\" tg-width=\"634\" tg-height=\"707\"/></p><p>而在此前,上汽集团和吉利控股集团也纷纷针对欧盟此番征收临时反补贴税发表声明。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a71d2c9fce22de9fa808a538129b133d\" alt=\"\" title=\"\" tg-width=\"713\" tg-height=\"710\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1046383a3f4e5d24a462d734be76febb\" alt=\"\" title=\"\" tg-width=\"651\" tg-height=\"457\"/></p><p>上汽集团认为,自由贸易和公平竞争是促进全球经济繁荣和可持续发展的关键。对欧盟委员会的决定深感失望,相关措施不仅违背了市场经济原则和国际贸易规则,甚至可能对全球汽车产业链的稳定和中欧经贸合作产生较大不利影响。</p><p>上汽集团进一步表示,期望欧盟能够认真倾听中、德两国汽车企业的呼声,坚决避免人为设置新能源汽车贸易壁垒,切实维护公平竞争的市场环境。只有通过开放的对话和合作,才能克服挑战、实现共赢。</p><p>吉利控股集团也表示,欧盟委员会对中国电动汽车加征关税是错误的决策,加征关税将损害欧洲自身利益,同时也会阻碍中欧经贸发展。吉利控股始终支持自由贸易,主张公平竞争,严格遵守各国法律法规,为全球用户提供卓越的产品和服务。过去近20年,吉利控股在欧洲进行了大量投资,提升了全产业链的创新能力,创造了数以万计的就业机会。</p><p>吉利控股呼吁欧盟委员会慎重考虑其决定,共同寻找促进公平竞争、营造良性发展环境的解决方案。</p><p>而在A股市场上,不少汽车产业链公司也针对欧盟加征关税做出了回应。</p><p>飞龙股份:欧盟针对我国电动汽车加征关税,目前尚未对公司生产经营产生影响。公司将密切关注事态发展,与客户保持密切沟通,对政策变化风险做出积极应对。</p><p>超达装备:若此次欧盟对中国电动车加征关税方案实施,将可能对我国电动汽车出口产生一定影响,对此,公司将密切关注事态发展,与客户保持密切沟通,对政策变化风险做出积极应对。目前公司生产经营一切正常。</p><p>正强股份:欧盟针对中国电动汽车加征关税的政策暂未对公司生产经营带来重大不良影响。公司经过二十多年的经营积累,具备专业化和规模化的生产优势,拥有较强的研发实力和核心竞争力。公司将紧密关注行业政策动向,不断增强公司自身抗风险能力。</p><p>福赛科技:若此次欧盟对中国电动车加征关税方案实施,将可能对我国电动汽车出口,尤其是专注于欧洲市场的电动车生产商产生一定影响,对此,公司将密切关注事态发展,与客户保持密切沟通,对政策变化风险做出积极应对。目前行业正处于快速发展期,公司订单保持增长,生产、交付正常。</p><p style=\"text-align: left;\"><strong>商务部:中欧技术层面已举行多轮磋商</strong></p><p>针对欧盟加征关税一事,欧盟相关产业链也发出了反对的声音。</p><p>德国汽车工业协会在7月3日发表声明,反对欧盟对从中国进口的电动汽车征收临时反补贴关税。该协会认为,此举不符合欧盟利益,不仅会对欧洲消费者和企业造成负面影响,还将阻碍欧盟本土电动汽车市场发展,也不利于实现气候目标。</p><p>声明指出,对从中国进口的电动汽车征收临时反补贴关税,尤其会影响欧洲车企及其合资企业,因为欧盟从中国进口的相当一部分电动汽车来自欧美制造商,而这些企业在华合作与生产是欧洲能源转型和提高竞争力的重要基石。另一方面,中国的原材料和电池等先进技术,为欧洲电动汽车工业提供了保障,额外关税会使电动汽车在欧洲市场更加昂贵,从而限制消费者购买。</p><p>英国《每日电讯报》报道称,宝马集团董事长奥利弗·齐普泽表示:“加征额外进口关税将会走向死胡同。”这不会加强欧洲制造商的竞争力,他说,“恰恰相反。这不仅损害了全球活跃企业的商业模式,还限制了对欧洲客户的电动汽车供应,甚至会减缓交通运输部门的脱碳进程。”</p><p>针对上述消息,7月4日,商务部新闻发言人何亚东在商务部召开的例行新闻发布会上表示,中方注意到,欧盟一些成员国政府和主要汽车企业已经多次明确反对欧盟对中国电动汽车实施反补贴措施。中方希望欧方认真听取盟内呼声,理性、务实地与中方开展磋商,避免反补贴措施伤害中欧汽车产业的互利合作和共同发展。</p><p>何亚东还表示,对于欧盟对华电动汽车启动反补贴调查,中方已多次表示强烈反对,主张通过对话协商妥善处理经贸摩擦。6月22日,王文涛部长与欧委会执行副主席兼贸易委员东布罗夫斯基斯举行视频会谈,双方商定基于事实和规则两大支柱,就妥善处理该案立即启动磋商。截至目前,中欧技术层面已举行多轮磋商。目前距终裁还有4个月窗口期。希望欧方同中方相向而行,展现诚意,抓紧推进磋商进程,基于事实和规则,尽快达成双方均可接受的解决方案。</p><p>而此前,欧盟中国商会在《关于欧委会预披露将对中国进口电动汽车征临时反补贴税的声明》中表示,中国电动汽车产业的优势在于技术创新和成本管理,通过持续的技术迭代和激烈的市场竞争,依托中国整体供应链优势,发展出强劲的市场竞争力,有助于将电动汽车这一绿色产品与技术打造成为有利于全球绿色转型的公共产品,中国电动汽车产业的优势绝不是依靠补贴而形成的。</p><p>欧盟中国商会同时指出,在新能源汽车等绿色转型和应对全球气候变化领域,全球所面临的最大挑战不是产能过剩,而是产能不足、绿色技术及产品价格高昂等问题。汽车产业是欧洲工业“皇冠上的明珠”,其全球竞争力无人出其右。在其电动化转型过程中,正常的市场竞争有利于激发产业活力。欧洲车企的品牌效应与中国电动汽车完整供应链体系的创新结合,不仅有利于欧洲企业分享到世界最大电动汽车市场——中国市场绿色出行领域的市场机遇和发展机遇,更有利于增强欧洲本地汽车品牌的全球竞争力。同时,中企在欧本地化战略和劳动力人才培养则有益于欧洲创建自己的电动汽车供应链生态系统。</p></body></html>","collect":0,"html":"<!DOCTYPE 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{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欧盟电动车临时关税将落地,最高接近40%!多家车企回应\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2024-07-05 06:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>希望欧方同中方相向而行。</p><p>6月12日,欧盟委员会发表声明称,拟从7月4日起对从中国进口的电动汽车征收临时反补贴税,将对比亚迪、吉利汽车和上汽集团分别加征17.4%、20%和38.1%的关税。合作但未被抽样的中国生产商将被征收20.8%的加权平均关税,未合作的公司税率为37.6%。这一临时关税将于2024年7月5日生效,最长持续4个月。</p><p><strong>7月5日,这一加税措施或将生效。这一政策的落地对不少中国车企的出口战略产生重大影响,尤其是近来有不少传闻称,中国车企或将调整在欧盟销售车型的价格。</strong></p><p>对此,部分车企发出了最新回应。据媒体报道,针对“由于欧盟额外征税,蔚来在欧洲销售的车型或调整价格”传闻,蔚来汽车表示:“蔚来密切关注并跟进欧盟反补贴调查的相关进展与措施。目前阶段,蔚来在欧洲市场将保持其在销产品的定价,并将根据关税政策的进展而评估市场策略。在欧洲,我们将继续服务好蔚来用户。我们相信适当的市场竞争对用户有益,并希望在2024年11月实施最终措施之前与欧盟达成解决方案。”</p><p>7月4日,商务部新闻发言人何亚东在商务部召开的例行新闻发布会上表示,目前距终裁还有4个月窗口期。希望欧方同中方相向而行,展现诚意,抓紧推进磋商进程,基于事实和规则,尽快达成双方均可接受的解决方案。</p><p style=\"text-align: left;\"><strong>产业界积极回应</strong></p><p>目前,全球汽车市场正在发生巨变,尤其是中国新能源汽车正快速崛起。2023年,中国首次取代日本成为全球最大的汽车出口国,打破了日本连续七年汽车出口第一的成绩。中汽协和日汽协的数据显示,日本2023年汽车出口量为442万辆,同比增长16%,而同期中国汽车出口量为491万辆,同比大涨58%。</p><p>中汽协预计,2024年中国汽车总销量将超过3100万辆,同比增长3%以上。其中,乘用车销量2680万辆,同比增长3%;商用车销量420万辆,同比增长4%。其中,出口将继续增长,达到550万辆的规模。</p><p>而欧盟作为全球汽车市场中不可忽视的一环,更是中国汽车企业海外布局的重中之重。以最新回应的蔚来为例,6月28日,蔚来宣布,位于德国科隆的蔚来体验中心正式启用;7月1日,位于柏林的蔚来换电站正式揭幕并投入运营,这是蔚来在欧洲的第44座换电站,也是蔚来在德国的第16座换电站。随着该站上线,蔚来将为德国东部地区提供便捷的加电体验。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4269845a092f2ca47b64a1503e1f24d2\" alt=\"\" title=\"\" tg-width=\"634\" tg-height=\"707\"/></p><p>而在此前,上汽集团和吉利控股集团也纷纷针对欧盟此番征收临时反补贴税发表声明。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a71d2c9fce22de9fa808a538129b133d\" alt=\"\" title=\"\" tg-width=\"713\" tg-height=\"710\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1046383a3f4e5d24a462d734be76febb\" alt=\"\" title=\"\" tg-width=\"651\" tg-height=\"457\"/></p><p>上汽集团认为,自由贸易和公平竞争是促进全球经济繁荣和可持续发展的关键。对欧盟委员会的决定深感失望,相关措施不仅违背了市场经济原则和国际贸易规则,甚至可能对全球汽车产业链的稳定和中欧经贸合作产生较大不利影响。</p><p>上汽集团进一步表示,期望欧盟能够认真倾听中、德两国汽车企业的呼声,坚决避免人为设置新能源汽车贸易壁垒,切实维护公平竞争的市场环境。只有通过开放的对话和合作,才能克服挑战、实现共赢。</p><p>吉利控股集团也表示,欧盟委员会对中国电动汽车加征关税是错误的决策,加征关税将损害欧洲自身利益,同时也会阻碍中欧经贸发展。吉利控股始终支持自由贸易,主张公平竞争,严格遵守各国法律法规,为全球用户提供卓越的产品和服务。过去近20年,吉利控股在欧洲进行了大量投资,提升了全产业链的创新能力,创造了数以万计的就业机会。</p><p>吉利控股呼吁欧盟委员会慎重考虑其决定,共同寻找促进公平竞争、营造良性发展环境的解决方案。</p><p>而在A股市场上,不少汽车产业链公司也针对欧盟加征关税做出了回应。</p><p>飞龙股份:欧盟针对我国电动汽车加征关税,目前尚未对公司生产经营产生影响。公司将密切关注事态发展,与客户保持密切沟通,对政策变化风险做出积极应对。</p><p>超达装备:若此次欧盟对中国电动车加征关税方案实施,将可能对我国电动汽车出口产生一定影响,对此,公司将密切关注事态发展,与客户保持密切沟通,对政策变化风险做出积极应对。目前公司生产经营一切正常。</p><p>正强股份:欧盟针对中国电动汽车加征关税的政策暂未对公司生产经营带来重大不良影响。公司经过二十多年的经营积累,具备专业化和规模化的生产优势,拥有较强的研发实力和核心竞争力。公司将紧密关注行业政策动向,不断增强公司自身抗风险能力。</p><p>福赛科技:若此次欧盟对中国电动车加征关税方案实施,将可能对我国电动汽车出口,尤其是专注于欧洲市场的电动车生产商产生一定影响,对此,公司将密切关注事态发展,与客户保持密切沟通,对政策变化风险做出积极应对。目前行业正处于快速发展期,公司订单保持增长,生产、交付正常。</p><p style=\"text-align: left;\"><strong>商务部:中欧技术层面已举行多轮磋商</strong></p><p>针对欧盟加征关税一事,欧盟相关产业链也发出了反对的声音。</p><p>德国汽车工业协会在7月3日发表声明,反对欧盟对从中国进口的电动汽车征收临时反补贴关税。该协会认为,此举不符合欧盟利益,不仅会对欧洲消费者和企业造成负面影响,还将阻碍欧盟本土电动汽车市场发展,也不利于实现气候目标。</p><p>声明指出,对从中国进口的电动汽车征收临时反补贴关税,尤其会影响欧洲车企及其合资企业,因为欧盟从中国进口的相当一部分电动汽车来自欧美制造商,而这些企业在华合作与生产是欧洲能源转型和提高竞争力的重要基石。另一方面,中国的原材料和电池等先进技术,为欧洲电动汽车工业提供了保障,额外关税会使电动汽车在欧洲市场更加昂贵,从而限制消费者购买。</p><p>英国《每日电讯报》报道称,宝马集团董事长奥利弗·齐普泽表示:“加征额外进口关税将会走向死胡同。”这不会加强欧洲制造商的竞争力,他说,“恰恰相反。这不仅损害了全球活跃企业的商业模式,还限制了对欧洲客户的电动汽车供应,甚至会减缓交通运输部门的脱碳进程。”</p><p>针对上述消息,7月4日,商务部新闻发言人何亚东在商务部召开的例行新闻发布会上表示,中方注意到,欧盟一些成员国政府和主要汽车企业已经多次明确反对欧盟对中国电动汽车实施反补贴措施。中方希望欧方认真听取盟内呼声,理性、务实地与中方开展磋商,避免反补贴措施伤害中欧汽车产业的互利合作和共同发展。</p><p>何亚东还表示,对于欧盟对华电动汽车启动反补贴调查,中方已多次表示强烈反对,主张通过对话协商妥善处理经贸摩擦。6月22日,王文涛部长与欧委会执行副主席兼贸易委员东布罗夫斯基斯举行视频会谈,双方商定基于事实和规则两大支柱,就妥善处理该案立即启动磋商。截至目前,中欧技术层面已举行多轮磋商。目前距终裁还有4个月窗口期。希望欧方同中方相向而行,展现诚意,抓紧推进磋商进程,基于事实和规则,尽快达成双方均可接受的解决方案。</p><p>而此前,欧盟中国商会在《关于欧委会预披露将对中国进口电动汽车征临时反补贴税的声明》中表示,中国电动汽车产业的优势在于技术创新和成本管理,通过持续的技术迭代和激烈的市场竞争,依托中国整体供应链优势,发展出强劲的市场竞争力,有助于将电动汽车这一绿色产品与技术打造成为有利于全球绿色转型的公共产品,中国电动汽车产业的优势绝不是依靠补贴而形成的。</p><p>欧盟中国商会同时指出,在新能源汽车等绿色转型和应对全球气候变化领域,全球所面临的最大挑战不是产能过剩,而是产能不足、绿色技术及产品价格高昂等问题。汽车产业是欧洲工业“皇冠上的明珠”,其全球竞争力无人出其右。在其电动化转型过程中,正常的市场竞争有利于激发产业活力。欧洲车企的品牌效应与中国电动汽车完整供应链体系的创新结合,不仅有利于欧洲企业分享到世界最大电动汽车市场——中国市场绿色出行领域的市场机遇和发展机遇,更有利于增强欧洲本地汽车品牌的全球竞争力。同时,中企在欧本地化战略和劳动力人才培养则有益于欧洲创建自己的电动汽车供应链生态系统。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a530a2a17bc301499c9e286759c5657e","relate_stocks":{"09868":"小鹏汽车-W","02015":"理想汽车-W","NIO":"蔚来","LI":"理想汽车","XPEV":"小鹏汽车","09866":"蔚来-SW"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146186898","content_text":"希望欧方同中方相向而行。6月12日,欧盟委员会发表声明称,拟从7月4日起对从中国进口的电动汽车征收临时反补贴税,将对比亚迪、吉利汽车和上汽集团分别加征17.4%、20%和38.1%的关税。合作但未被抽样的中国生产商将被征收20.8%的加权平均关税,未合作的公司税率为37.6%。这一临时关税将于2024年7月5日生效,最长持续4个月。7月5日,这一加税措施或将生效。这一政策的落地对不少中国车企的出口战略产生重大影响,尤其是近来有不少传闻称,中国车企或将调整在欧盟销售车型的价格。对此,部分车企发出了最新回应。据媒体报道,针对“由于欧盟额外征税,蔚来在欧洲销售的车型或调整价格”传闻,蔚来汽车表示:“蔚来密切关注并跟进欧盟反补贴调查的相关进展与措施。目前阶段,蔚来在欧洲市场将保持其在销产品的定价,并将根据关税政策的进展而评估市场策略。在欧洲,我们将继续服务好蔚来用户。我们相信适当的市场竞争对用户有益,并希望在2024年11月实施最终措施之前与欧盟达成解决方案。”7月4日,商务部新闻发言人何亚东在商务部召开的例行新闻发布会上表示,目前距终裁还有4个月窗口期。希望欧方同中方相向而行,展现诚意,抓紧推进磋商进程,基于事实和规则,尽快达成双方均可接受的解决方案。产业界积极回应目前,全球汽车市场正在发生巨变,尤其是中国新能源汽车正快速崛起。2023年,中国首次取代日本成为全球最大的汽车出口国,打破了日本连续七年汽车出口第一的成绩。中汽协和日汽协的数据显示,日本2023年汽车出口量为442万辆,同比增长16%,而同期中国汽车出口量为491万辆,同比大涨58%。中汽协预计,2024年中国汽车总销量将超过3100万辆,同比增长3%以上。其中,乘用车销量2680万辆,同比增长3%;商用车销量420万辆,同比增长4%。其中,出口将继续增长,达到550万辆的规模。而欧盟作为全球汽车市场中不可忽视的一环,更是中国汽车企业海外布局的重中之重。以最新回应的蔚来为例,6月28日,蔚来宣布,位于德国科隆的蔚来体验中心正式启用;7月1日,位于柏林的蔚来换电站正式揭幕并投入运营,这是蔚来在欧洲的第44座换电站,也是蔚来在德国的第16座换电站。随着该站上线,蔚来将为德国东部地区提供便捷的加电体验。而在此前,上汽集团和吉利控股集团也纷纷针对欧盟此番征收临时反补贴税发表声明。上汽集团认为,自由贸易和公平竞争是促进全球经济繁荣和可持续发展的关键。对欧盟委员会的决定深感失望,相关措施不仅违背了市场经济原则和国际贸易规则,甚至可能对全球汽车产业链的稳定和中欧经贸合作产生较大不利影响。上汽集团进一步表示,期望欧盟能够认真倾听中、德两国汽车企业的呼声,坚决避免人为设置新能源汽车贸易壁垒,切实维护公平竞争的市场环境。只有通过开放的对话和合作,才能克服挑战、实现共赢。吉利控股集团也表示,欧盟委员会对中国电动汽车加征关税是错误的决策,加征关税将损害欧洲自身利益,同时也会阻碍中欧经贸发展。吉利控股始终支持自由贸易,主张公平竞争,严格遵守各国法律法规,为全球用户提供卓越的产品和服务。过去近20年,吉利控股在欧洲进行了大量投资,提升了全产业链的创新能力,创造了数以万计的就业机会。吉利控股呼吁欧盟委员会慎重考虑其决定,共同寻找促进公平竞争、营造良性发展环境的解决方案。而在A股市场上,不少汽车产业链公司也针对欧盟加征关税做出了回应。飞龙股份:欧盟针对我国电动汽车加征关税,目前尚未对公司生产经营产生影响。公司将密切关注事态发展,与客户保持密切沟通,对政策变化风险做出积极应对。超达装备:若此次欧盟对中国电动车加征关税方案实施,将可能对我国电动汽车出口产生一定影响,对此,公司将密切关注事态发展,与客户保持密切沟通,对政策变化风险做出积极应对。目前公司生产经营一切正常。正强股份:欧盟针对中国电动汽车加征关税的政策暂未对公司生产经营带来重大不良影响。公司经过二十多年的经营积累,具备专业化和规模化的生产优势,拥有较强的研发实力和核心竞争力。公司将紧密关注行业政策动向,不断增强公司自身抗风险能力。福赛科技:若此次欧盟对中国电动车加征关税方案实施,将可能对我国电动汽车出口,尤其是专注于欧洲市场的电动车生产商产生一定影响,对此,公司将密切关注事态发展,与客户保持密切沟通,对政策变化风险做出积极应对。目前行业正处于快速发展期,公司订单保持增长,生产、交付正常。商务部:中欧技术层面已举行多轮磋商针对欧盟加征关税一事,欧盟相关产业链也发出了反对的声音。德国汽车工业协会在7月3日发表声明,反对欧盟对从中国进口的电动汽车征收临时反补贴关税。该协会认为,此举不符合欧盟利益,不仅会对欧洲消费者和企业造成负面影响,还将阻碍欧盟本土电动汽车市场发展,也不利于实现气候目标。声明指出,对从中国进口的电动汽车征收临时反补贴关税,尤其会影响欧洲车企及其合资企业,因为欧盟从中国进口的相当一部分电动汽车来自欧美制造商,而这些企业在华合作与生产是欧洲能源转型和提高竞争力的重要基石。另一方面,中国的原材料和电池等先进技术,为欧洲电动汽车工业提供了保障,额外关税会使电动汽车在欧洲市场更加昂贵,从而限制消费者购买。英国《每日电讯报》报道称,宝马集团董事长奥利弗·齐普泽表示:“加征额外进口关税将会走向死胡同。”这不会加强欧洲制造商的竞争力,他说,“恰恰相反。这不仅损害了全球活跃企业的商业模式,还限制了对欧洲客户的电动汽车供应,甚至会减缓交通运输部门的脱碳进程。”针对上述消息,7月4日,商务部新闻发言人何亚东在商务部召开的例行新闻发布会上表示,中方注意到,欧盟一些成员国政府和主要汽车企业已经多次明确反对欧盟对中国电动汽车实施反补贴措施。中方希望欧方认真听取盟内呼声,理性、务实地与中方开展磋商,避免反补贴措施伤害中欧汽车产业的互利合作和共同发展。何亚东还表示,对于欧盟对华电动汽车启动反补贴调查,中方已多次表示强烈反对,主张通过对话协商妥善处理经贸摩擦。6月22日,王文涛部长与欧委会执行副主席兼贸易委员东布罗夫斯基斯举行视频会谈,双方商定基于事实和规则两大支柱,就妥善处理该案立即启动磋商。截至目前,中欧技术层面已举行多轮磋商。目前距终裁还有4个月窗口期。希望欧方同中方相向而行,展现诚意,抓紧推进磋商进程,基于事实和规则,尽快达成双方均可接受的解决方案。而此前,欧盟中国商会在《关于欧委会预披露将对中国进口电动汽车征临时反补贴税的声明》中表示,中国电动汽车产业的优势在于技术创新和成本管理,通过持续的技术迭代和激烈的市场竞争,依托中国整体供应链优势,发展出强劲的市场竞争力,有助于将电动汽车这一绿色产品与技术打造成为有利于全球绿色转型的公共产品,中国电动汽车产业的优势绝不是依靠补贴而形成的。欧盟中国商会同时指出,在新能源汽车等绿色转型和应对全球气候变化领域,全球所面临的最大挑战不是产能过剩,而是产能不足、绿色技术及产品价格高昂等问题。汽车产业是欧洲工业“皇冠上的明珠”,其全球竞争力无人出其右。在其电动化转型过程中,正常的市场竞争有利于激发产业活力。欧洲车企的品牌效应与中国电动汽车完整供应链体系的创新结合,不仅有利于欧洲企业分享到世界最大电动汽车市场——中国市场绿色出行领域的市场机遇和发展机遇,更有利于增强欧洲本地汽车品牌的全球竞争力。同时,中企在欧本地化战略和劳动力人才培养则有益于欧洲创建自己的电动汽车供应链生态系统。","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318369139392752,"gmtCreate":1718766428714,"gmtModify":1718766430445,"autho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href=\"\">[捂脸] </a>","listText":"80万就主力了?<a href=\"\">[捂脸] </a>","text":"80万就主力了?[捂脸] ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318369139392752","repostId":"2444035791","repostType":2,"repost":{"id":"2444035791","pubTimestamp":1718698563,"share":"https://www.laohu8.com/m/news/2444035791?lang=&edition=full","pubTime":"2024-06-18 16:16","market":"hk","language":"zh","title":"蔚来-SW06月18日主力资金流入80万元 连续7日加仓","url":"https://stock-news.laohu8.com/highlight/detail?id=2444035791","media":"自选股智能写手","summary":"06月18日, 蔚来-SW股价涨0.15%,报收34.10元,成交金额3588万元,换手率0.05%,振幅2.35%,量比0.47。蔚来-SW今日主力资金净流入80万元,连续7日净流入,上一交易日主力净流入132万元,今日环比减少39.39%。近一年数据显示,该股主力连续7日净流入后,次日上涨概率为50.00%,平均涨幅为2.50%。该股近5个交易日下跌9.05%,主力资金累计净流入564万元;近20日主力资金累计净流入9381万元,其中净流入天数为17日。","content":"<html><body><article><p>06月18日, <a href=\"https://laohu8.com/S/09866\">蔚来-SW</a>股价涨0.15%,报收34.10元,成交金额3588万元,<span>换手率</span>0.05%,振幅2.35%,<span>量比</span>0.47。</p><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>-SW今日主力资金(超大单+大单)净流入80万元,连续7日净流入,上一交易日主力净流入132万元,今日环比减少39.39%。</p><p>近一年数据显示,该股主力连续7日净流入后,次日上涨概率为50.00%,平均涨幅为2.50%。</p><p>该股近5个交易日下跌9.05%,主力资金累计净流入564万元;近20日主力资金累计净流入9381万元,其中净流入天数为17日。</p><p>|06月18日主力加仓幅度前10个股||#|股票简称|主力净额占比|#|<a href=\"https://laohu8.com/S/08239\">首都金融控股</a>|3.88%|#|<a href=\"https://laohu8.com/S/08340\">紫荆国际金融</a>|3.08%|#|<a href=\"https://laohu8.com/S/08018\">汇财金融投资</a>|1.97%|#|<a href=\"https://laohu8.com/S/01010\">天玺曜11</a>|1.90%|#|<a href=\"https://laohu8.com/S/01616\">一元宇宙</a>|1.85%|#|<a href=\"https://laohu8.com/S/00164\">中国宝力科技</a>|1.65%|#|<a href=\"https://laohu8.com/S/02477\">经纬天地</a>|1.13%|#|<a href=\"https://laohu8.com/S/01707\">致浩达控股</a>|0.88%|#|<a href=\"https://laohu8.com/S/601899\">紫金矿业</a>|0.75%|#|<a href=\"https://laohu8.com/S/06898\">中国铝罐</a>|0.67%|</p><p>(以上内容为<a href=\"https://laohu8.com/S/00700\">腾讯</a>自选股基于公开消息,由程序或算法<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)</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-SW06月18日主力资金流入80万元 连续7日加仓</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-SW06月18日主力资金流入80万元 连续7日加仓\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-18 16:16 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406181616309f499ea2&s=b><strong>自选股智能写手</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>06月18日, 蔚来-SW股价涨0.15%,报收34.10元,成交金额3588万元,换手率0.05%,振幅2.35%,量比0.47。蔚来-SW今日主力资金(超大单+大单)净流入80万元,连续7日净流入,上一交易日主力净流入132万元,今日环比减少39.39%。近一年数据显示,该股主力连续7日净流入后,次日上涨概率为50.00%,平均涨幅为2.50%。该股近5个交易日下跌9.05%,主力资金累计...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406181616309f499ea2&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1119":"汽车制造商","09866":"蔚来-SW","BK1588":"回港中概股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406181616309f499ea2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2444035791","content_text":"06月18日, 蔚来-SW股价涨0.15%,报收34.10元,成交金额3588万元,换手率0.05%,振幅2.35%,量比0.47。蔚来-SW今日主力资金(超大单+大单)净流入80万元,连续7日净流入,上一交易日主力净流入132万元,今日环比减少39.39%。近一年数据显示,该股主力连续7日净流入后,次日上涨概率为50.00%,平均涨幅为2.50%。该股近5个交易日下跌9.05%,主力资金累计净流入564万元;近20日主力资金累计净流入9381万元,其中净流入天数为17日。|06月18日主力加仓幅度前10个股||#|股票简称|主力净额占比|#|首都金融控股|3.88%|#|紫荆国际金融|3.08%|#|汇财金融投资|1.97%|#|天玺曜11|1.90%|#|一元宇宙|1.85%|#|中国宝力科技|1.65%|#|经纬天地|1.13%|#|致浩达控股|0.88%|#|紫金矿业|0.75%|#|中国铝罐|0.67%|(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315654244061408,"gmtCreate":1718094964854,"gmtModify":1718094966909,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"预测未来三年亏340亿,但账面只有200多亿。这不就KO了?","listText":"预测未来三年亏340亿,但账面只有200多亿。这不就KO了?","text":"预测未来三年亏340亿,但账面只有200多亿。这不就KO了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315654244061408","repostId":"2442894003","repostType":2,"repost":{"id":"2442894003","pubTimestamp":1718074380,"share":"https://www.laohu8.com/m/news/2442894003?lang=&edition=full","pubTime":"2024-06-11 10:53","market":"hk","language":"zh","title":"花旗维持蔚来买入评级,将目标价从79.6元调低至65.2元","url":"https://stock-news.laohu8.com/highlight/detail?id=2442894003","media":"阿斯达克财经","summary":"花旗发表研究报告指,蔚来年初至今销售势头强劲,加上ONVO和Firefly即将推出新车型,该行将集团2024及25年的销售预测由19万和25.9万辆分别上调至22.7万及30.8万辆,而2026年则预计为39万辆,又将2024及25年的毛利率分别下调1.5和1.9个百分点,至10%和11.5%,另外,2026年毛利率预测为13.2%。该行考虑到最新指引,预期公司2024至26年的净亏损分别为162亿、125亿及60亿元人民币,目标价由79.6元下调至65.2元,维持“买入”评级。","content":"<p>花旗发表研究报告指,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>年初至今销售势头强劲,加上ONVO和Firefly即将推出新车型,该行将集团2024及25年的销售预测由19万和25.9万辆分别上调至22.7万及30.8万辆,而2026年则预计为39万辆,又将2024及25年的毛利率分别下调1.5和1.9个百分点,至10%和11.5%,另外,2026年毛利率预测为13.2%。<br><br>花旗表示,<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>次季销售指引为5.4万至5.6万辆,按季增80至86%。展望未来,管理层预计公司毛利率将自第二季恢复至双位数,随后将按季持续改善。该行考虑到最新指引,预期公司2024至26年的净亏损分别为162亿、125亿及60亿元人民币,目标价由79.6元下调至65.2元,维持“买入”评级。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b04431e2cfe25d24fe3e9a7b0c670700\" tg-width=\"560\" tg-height=\"240\"></p><p></p>","source":"aastocks_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>花旗维持蔚来买入评级,将目标价从79.6元调低至65.2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; 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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花旗维持蔚来买入评级,将目标价从79.6元调低至65.2元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-11 10:53 北京时间 <a href=http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1355502/latest-news/AAFN><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗发表研究报告指,蔚来年初至今销售势头强劲,加上ONVO和Firefly即将推出新车型,该行将集团2024及25年的销售预测由19万和25.9万辆分别上调至22.7万及30.8万辆,而2026年则预计为39万辆,又将2024及25年的毛利率分别下调1.5和1.9个百分点,至10%和11.5%,另外,2026年毛利率预测为13.2%。花旗表示,蔚来次季销售指引为5.4万至5.6万辆,按季增80至...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1355502/latest-news/AAFN\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20210201115903972_s.jpg","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1355502/latest-news/AAFN","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2442894003","content_text":"花旗发表研究报告指,蔚来年初至今销售势头强劲,加上ONVO和Firefly即将推出新车型,该行将集团2024及25年的销售预测由19万和25.9万辆分别上调至22.7万及30.8万辆,而2026年则预计为39万辆,又将2024及25年的毛利率分别下调1.5和1.9个百分点,至10%和11.5%,另外,2026年毛利率预测为13.2%。花旗表示,蔚来次季销售指引为5.4万至5.6万辆,按季增80至86%。展望未来,管理层预计公司毛利率将自第二季恢复至双位数,随后将按季持续改善。该行考虑到最新指引,预期公司2024至26年的净亏损分别为162亿、125亿及60亿元人民币,目标价由79.6元下调至65.2元,维持“买入”评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315650427326688,"gmtCreate":1718094033034,"gmtModify":1718097421310,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ </a> 一季度季报带来影响相比上涨预期影响已经很收敛了,下半周应该反弹了。","listText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ </a> 一季度季报带来影响相比上涨预期影响已经很收敛了,下半周应该反弹了。","text":"$蔚来-SW(09866)$ 一季度季报带来影响相比上涨预期影响已经很收敛了,下半周应该反弹了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315650427326688","isVote":1,"tweetType":1,"viewCount":7780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313774301131072,"gmtCreate":1717643486046,"gmtModify":1717654176577,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ </a> 这次季报两年来算最差的,看看能回撤多少吧","listText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ </a> 这次季报两年来算最差的,看看能回撤多少吧","text":"$蔚来-SW(09866)$ 这次季报两年来算最差的,看看能回撤多少吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/313774301131072","isVote":1,"tweetType":1,"viewCount":3704,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3550805207824943","authorId":"3550805207824943","name":"阿洋抄美股","avatar":"https://static.tigerbbs.com/0f88cfa5c3d4e483795484efeba1b7c6","crmLevel":6,"crmLevelSwitch":0},"content":"晚上8点,这次估计是会比较糟糕!但是,长期还是看好的","text":"晚上8点,这次估计是会比较糟糕!但是,长期还是看好的","html":"晚上8点,这次估计是会比较糟糕!但是,长期还是看好的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313141211181392,"gmtCreate":1717472652367,"gmtModify":1717490539585,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$ </a>二季度季报还是亏损,裁员降本得三季度了。70见了","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$ </a>二季度季报还是亏损,裁员降本得三季度了。70见了","text":"$理想汽车-W(02015)$ 二季度季报还是亏损,裁员降本得三季度了。70见了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313141211181392","isVote":1,"tweetType":1,"viewCount":976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313141051547936,"gmtCreate":1717472608976,"gmtModify":1717490473978,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ </a>6.6季报出来大概率会暴跌一波","listText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ </a>6.6季报出来大概率会暴跌一波","text":"$蔚来-SW(09866)$ 6.6季报出来大概率会暴跌一波","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/313141051547936","isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311366653796608,"gmtCreate":1717037003895,"gmtModify":1717037005104,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>十股并一股,再增发,再并股,无穷尽也啊。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>十股并一股,再增发,再并股,无穷尽也啊。","text":"$Faraday Future(FFIE)$ 十股并一股,再增发,再并股,无穷尽也啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311366653796608","isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310736637218832,"gmtCreate":1716891298381,"gmtModify":1716891300132,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好文!","listText":"好文!","text":"好文!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310736637218832","repostId":"2438845761","repostType":2,"repost":{"id":"2438845761","pubTimestamp":1716771952,"share":"https://www.laohu8.com/m/news/2438845761?lang=&edition=full","pubTime":"2024-05-27 09:05","market":"hk","language":"zh","title":"2024年,换电抢了增程的风头","url":"https://stock-news.laohu8.com/highlight/detail?id=2438845761","media":"镜观台","summary":"截至2024年4月30日,蔚来已布局2411座换电站。公开资料显示,蔚来自2018年至2023年,亏损已超过800亿元。6月6日,蔚来将刊发2024年第一季度业绩,亏损或将持续。2023年11月,长安汽车率先官宣将与蔚来合作,两家车企会一同研发可换电的车型,并且首款共用电池包的车型将会在2025年上市。进入2024年,奇瑞汽车、江汽集团、路特斯等车企陆续加入。东方证券也认为,到2025年国内换电车型占比有望达30%。","content":"<html><body><p>文 | 惠鹏权</p><p>恐怕连<a href=\"https://laohu8.com/S/NIO\">蔚来</a>董事长兼CEO李斌也没想到,换电战略合作的谈判如此顺利。</p><p>去年11月20日,李斌在回答内部员工“换电业务是否可持续经营”的问题时表示,明天(11月21日)会发布第一家合作,后面还有4-5家在谈。</p><p>“第一家”就是<a href=\"https://laohu8.com/S/000625\">长安汽车</a>。</p><p>此后一发不可收拾,半年的时间,除了长安汽车,吉利、奇瑞、江汽集团、路特斯、广汽和中国一汽先后加入了<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>的“换电联盟”。</p><p>而“换电联盟”还有一个潜在的盟友,即<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>。小鹏汽车董事长兼CEO何小鹏在给李斌交付小鹏X9时表示,等蔚来换电站建到5000座时,就认真考虑加盟的事。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>来源/蔚来官方公众号 镜观台截图</p><p>按照蔚来的部署,2024年要在2023年2316座换电站的基础上,再增加1000座。截至2024年4月30日,蔚来已布局2411座换电站。</p><p>随着长安汽车等主流车企加盟,换电站的开建速度只会更快。</p><p>蔚来的换电护城河也会越来越深。但李斌自然不满足于此,近日又“怂恿”小米董事长兼CEO雷军考虑一下换电。</p><p>雷军并未做出正面回应,但有理由相信,还会有下一家车企加入“换电联盟”。</p><p>如果说2023年是增程车的元年,那么,2024年,换电的风头正劲。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p><strong>换电须提速</strong></p><p>虽然蔚来是国内布局充电桩最多的汽车品牌,截至4月30日,已超过2.2万根,但提起蔚来,消费者的第一反应还是换电。</p><p>李斌就表示,换电是蔚来的护城河,“但蔚来从第一天开始做换电起就决定开放”。</p><p>公开资料显示,蔚来第一座换电站位于深圳南山科技园,2018年5月20日正式投入运营,至今已过去了6年。</p><p>那为什么5、6年后,蔚来才和其他车企开启换电站的战略合作呢?就有业内专家向镜观台表示,一方面蔚来换电在很长时间内都不被看好;另一方面,蔚来持续亏损让其在新建换电站承压较大,需要强援。</p><p>按照平均200万元建一个换电站来算,目前蔚来已经在换电站上投资了近50亿元。而这还不包括蔚来承担换电站的土地租金、电池配备以及还有其他一些额外的支出。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>来源/蔚来官方公众号 镜观台截图</p><p>值得注意的是,换电站作为重资产投资,蔚来也尚未从中盈利。蔚来总裁秦力洪就曾表示,希望共同努力,亏得少一些,尽早盈利。</p><p>蔚来在去年实现营收556.18亿元,毛利率同比下滑4.9个百分点,净亏损进一步扩大43.5%至207.2亿元。公开资料显示,蔚来自2018年至2023年,亏损已超过800亿元。6月6日,蔚来将刊发2024年第一季度业绩,亏损或将持续。</p><p>近期,凤凰网科技报道称,因价格战冲击现金流,蔚来、小鹏延期向供应商付款。媒体同时披露,2023年底时,蔚来汽车需要大约295天的时间来结清其应付账款,其中绝大多数是拖欠供应商的款项,而2021年为197天。</p><p>甚至有专家表示,延迟付款开始对汽车零部件供应商产生连锁反应。三、四级供应商确实受到了影响,因为他们无法将影响转嫁出去。</p><p>重压之下,蔚来积极探寻战略合作伙伴,深筑护城河,以期在竞争日益激烈的新能源汽车“红海”里,有好故事可讲。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p><strong>强援已到位</strong></p><p>事实上,换电对于众多消费者来说,还是香饽饽。</p><p>多位蔚来车主就表示,换电是目前解决新能源用车焦虑的最好办法。比如节假日出行,服务区充电桩排长队,加油站也在排长队,但蔚来车主只需要一首歌的时间,就可以满电出发。</p><p>近期,蔚来全国第800座高速换电站于G3京台高速开化服务区正式上线。</p><p>至此,蔚来高速换电网络已打通包含G1京哈、G2京沪、G3京台等7条纵向高速换电网络,和包含G20青银、G30连霍高速苏陕段等6条横向高速换电网络,以及包含京津冀、长三角、大湾区等11大城市群高速换电网络,它们共同服务于蔚来50万车主。</p><p>目前蔚来换电站日均单量为35-36单,离盈亏平衡的50-60单还有较大距离。仅靠蔚来车主似乎很难扭亏为盈,而更多汽车品牌的加入一定会改写上述数据。</p><p>2023年11月,长安汽车率先官宣将与蔚来合作,两家车企会一同研发可换电的车型,并且首款共用电池包的车型将会在2025年上市。</p><p>同月,吉利与蔚来签署换电战略合作协议,将在换电电池标准、换电技术、换电服务网络建设及运营、换电车型研发及定制、电池资产管理及运营等多个领域展开全面合作。</p><p>进入2024年,奇瑞汽车、江汽集团、路特斯等车企陆续加入。5月,广汽和一汽也火速加入蔚来的“换电联盟”。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>来源/蔚来官方公众号 镜观台截图</p><p>除此之外,皖能集团、壳牌、国网苏州供电公司、安徽交控集团、<a href=\"https://laohu8.com/S/600995\">南网储能</a>等充电补能的产业链相关企业也纷纷驰援。</p><p>“国家队”的加入,自然为蔚来和换电赛道注入了“强心剂”。</p><p>事实上,在换电的赛道上,还有东风、北汽、上汽、吉利和<a href=\"https://laohu8.com/S/300750\">宁德时代</a>等选手,尤其是宁德时代今年先后与滴滴和广汽强强联合,巩固了“巧克力”换电块的市场地位,也将为众多新能源车辆提供高效换电服务。</p><p>开源证券预计,2025年我国换电产业链市场规模有望达到1334亿元。东方证券也认为,到2025年国内换电车型占比有望达30%。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p><strong>抢增程地盘?</strong></p><p>正如李斌在游说雷军考虑换电时所说,从纯电到换电,只需要在底盘做一些适配,单辆车的换电版改造费用仅需1000元左右,而“具备换电能力的车型能吸引更多的消费者,预期市场增量可提升10%-20%。”</p><p>毕竟现阶段,消费者在选购新能源汽车时,更多考虑的还是续航和补能问题。所以,插混和增程车近年来颇受青睐,成为了车企扩大销量,实现扭亏为盈的利器。</p><p>理想就在2023年凭借理想L9、理想L8和理想L7三款增程车,赢得了37.6万个消费者的支持,全年营收1238.5亿元,同比增长173.5%,全年净利润达到118.1亿元,实现了自交付以来的全面盈利。</p><p>问界M7在2024年一季度累计销量超过7万辆,仅凭这一款车,<a href=\"https://laohu8.com/S/601127\">赛力斯</a>和华为车BU都已经全部扭亏为盈了。</p><p>随着问界新M5开启全国交付,问界M7、问界M9的持续火热,赛力斯很有可能在2024年再次刷新盈利的上限。</p><p>也基于此,奇瑞和阿维塔今年首次入局增程车,试图在新能源车的市场占据一席之位,而也有媒体报道,小米汽车已确定研发增程车,计划在2025年推出。</p><p>据易车网数据,在当前市场21款增程式新能源汽车中,除了理想L6、L7、问界M7、M9等车型销量持续领先外,超过一半的增程车并没有亮眼表现。不过,“增程联盟”的实力也不容小觑。</p><p>谈到换电的优势时,李斌也专门对比了增程和插混车。李斌认为,增程和插混都安装了两套动力系统,全产品生命周期的保养和维修成本并不低。而在日常用车过程中,频频充电也会给车主带来时间成本问题。</p><p>另外,李斌也提到,增程器和一套增程系统的价格约为1.5万元,按100万辆车的保有量计算,用户将支出150亿元。这些钱可以新增1万座换电站,不仅可以让换电更为方便,解除续航焦虑和电池安全隐患外,换电站还有储能功能,削峰填谷,节约用电成本,还能帮助电网消纳更多风电光伏等清洁能。</p><p>所以按照李斌的说法,换电站带来的市场增量,一部分就来自插混和增程车。</p><p>不过,目前的“换电联盟”在数量上还远低于“增程联盟”,要将后者打败,还需要不断吸纳新鲜力量。下一家和蔚来结盟的车企,会是谁呢?</p></body></html>","source":"ifeng_tech","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\" 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.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\">\n2024年,换电抢了增程的风头\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-27 09:05 北京时间 <a href=https://tech.ifeng.com/c/8Zv56dehZeK><strong>镜观台</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文 | 惠鹏权恐怕连蔚来董事长兼CEO李斌也没想到,换电战略合作的谈判如此顺利。去年11月20日,李斌在回答内部员工“换电业务是否可持续经营”的问题时表示,明天(11月21日)会发布第一家合作,后面还有4-5家在谈。“第一家”就是长安汽车。此后一发不可收拾,半年的时间,除了长安汽车,吉利、奇瑞、江汽集团、路特斯、广汽和中国一汽先后加入了蔚来的“换电联盟”。而“换电联盟”还有一个潜在的盟友,即...</p>\n\n<a href=\"https://tech.ifeng.com/c/8Zv56dehZeK\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","BK1588":"回港中概股","BK1506":"5G概念","XPEV":"小鹏汽车","BK4509":"腾讯概念","BK4526":"热门中概股","BK1119":"汽车制造商","BK4588":"碎股","BK1193":"电脑硬件、储存设备及电脑周边","BK1523":"武汉本地概念股","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU0052750758.USD":"富兰克林中国基金A Acc","NIO.SI":"蔚来","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4505":"高瓴资本持仓","09866":"蔚来-SW","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","BK4581":"高盛持仓","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) 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镜观台截图按照蔚来的部署,2024年要在2023年2316座换电站的基础上,再增加1000座。截至2024年4月30日,蔚来已布局2411座换电站。随着长安汽车等主流车企加盟,换电站的开建速度只会更快。蔚来的换电护城河也会越来越深。但李斌自然不满足于此,近日又“怂恿”小米董事长兼CEO雷军考虑一下换电。雷军并未做出正面回应,但有理由相信,还会有下一家车企加入“换电联盟”。如果说2023年是增程车的元年,那么,2024年,换电的风头正劲。换电须提速虽然蔚来是国内布局充电桩最多的汽车品牌,截至4月30日,已超过2.2万根,但提起蔚来,消费者的第一反应还是换电。李斌就表示,换电是蔚来的护城河,“但蔚来从第一天开始做换电起就决定开放”。公开资料显示,蔚来第一座换电站位于深圳南山科技园,2018年5月20日正式投入运营,至今已过去了6年。那为什么5、6年后,蔚来才和其他车企开启换电站的战略合作呢?就有业内专家向镜观台表示,一方面蔚来换电在很长时间内都不被看好;另一方面,蔚来持续亏损让其在新建换电站承压较大,需要强援。按照平均200万元建一个换电站来算,目前蔚来已经在换电站上投资了近50亿元。而这还不包括蔚来承担换电站的土地租金、电池配备以及还有其他一些额外的支出。来源/蔚来官方公众号 镜观台截图值得注意的是,换电站作为重资产投资,蔚来也尚未从中盈利。蔚来总裁秦力洪就曾表示,希望共同努力,亏得少一些,尽早盈利。蔚来在去年实现营收556.18亿元,毛利率同比下滑4.9个百分点,净亏损进一步扩大43.5%至207.2亿元。公开资料显示,蔚来自2018年至2023年,亏损已超过800亿元。6月6日,蔚来将刊发2024年第一季度业绩,亏损或将持续。近期,凤凰网科技报道称,因价格战冲击现金流,蔚来、小鹏延期向供应商付款。媒体同时披露,2023年底时,蔚来汽车需要大约295天的时间来结清其应付账款,其中绝大多数是拖欠供应商的款项,而2021年为197天。甚至有专家表示,延迟付款开始对汽车零部件供应商产生连锁反应。三、四级供应商确实受到了影响,因为他们无法将影响转嫁出去。重压之下,蔚来积极探寻战略合作伙伴,深筑护城河,以期在竞争日益激烈的新能源汽车“红海”里,有好故事可讲。强援已到位事实上,换电对于众多消费者来说,还是香饽饽。多位蔚来车主就表示,换电是目前解决新能源用车焦虑的最好办法。比如节假日出行,服务区充电桩排长队,加油站也在排长队,但蔚来车主只需要一首歌的时间,就可以满电出发。近期,蔚来全国第800座高速换电站于G3京台高速开化服务区正式上线。至此,蔚来高速换电网络已打通包含G1京哈、G2京沪、G3京台等7条纵向高速换电网络,和包含G20青银、G30连霍高速苏陕段等6条横向高速换电网络,以及包含京津冀、长三角、大湾区等11大城市群高速换电网络,它们共同服务于蔚来50万车主。目前蔚来换电站日均单量为35-36单,离盈亏平衡的50-60单还有较大距离。仅靠蔚来车主似乎很难扭亏为盈,而更多汽车品牌的加入一定会改写上述数据。2023年11月,长安汽车率先官宣将与蔚来合作,两家车企会一同研发可换电的车型,并且首款共用电池包的车型将会在2025年上市。同月,吉利与蔚来签署换电战略合作协议,将在换电电池标准、换电技术、换电服务网络建设及运营、换电车型研发及定制、电池资产管理及运营等多个领域展开全面合作。进入2024年,奇瑞汽车、江汽集团、路特斯等车企陆续加入。5月,广汽和一汽也火速加入蔚来的“换电联盟”。来源/蔚来官方公众号 镜观台截图除此之外,皖能集团、壳牌、国网苏州供电公司、安徽交控集团、南网储能等充电补能的产业链相关企业也纷纷驰援。“国家队”的加入,自然为蔚来和换电赛道注入了“强心剂”。事实上,在换电的赛道上,还有东风、北汽、上汽、吉利和宁德时代等选手,尤其是宁德时代今年先后与滴滴和广汽强强联合,巩固了“巧克力”换电块的市场地位,也将为众多新能源车辆提供高效换电服务。开源证券预计,2025年我国换电产业链市场规模有望达到1334亿元。东方证券也认为,到2025年国内换电车型占比有望达30%。抢增程地盘?正如李斌在游说雷军考虑换电时所说,从纯电到换电,只需要在底盘做一些适配,单辆车的换电版改造费用仅需1000元左右,而“具备换电能力的车型能吸引更多的消费者,预期市场增量可提升10%-20%。”毕竟现阶段,消费者在选购新能源汽车时,更多考虑的还是续航和补能问题。所以,插混和增程车近年来颇受青睐,成为了车企扩大销量,实现扭亏为盈的利器。理想就在2023年凭借理想L9、理想L8和理想L7三款增程车,赢得了37.6万个消费者的支持,全年营收1238.5亿元,同比增长173.5%,全年净利润达到118.1亿元,实现了自交付以来的全面盈利。问界M7在2024年一季度累计销量超过7万辆,仅凭这一款车,赛力斯和华为车BU都已经全部扭亏为盈了。随着问界新M5开启全国交付,问界M7、问界M9的持续火热,赛力斯很有可能在2024年再次刷新盈利的上限。也基于此,奇瑞和阿维塔今年首次入局增程车,试图在新能源车的市场占据一席之位,而也有媒体报道,小米汽车已确定研发增程车,计划在2025年推出。据易车网数据,在当前市场21款增程式新能源汽车中,除了理想L6、L7、问界M7、M9等车型销量持续领先外,超过一半的增程车并没有亮眼表现。不过,“增程联盟”的实力也不容小觑。谈到换电的优势时,李斌也专门对比了增程和插混车。李斌认为,增程和插混都安装了两套动力系统,全产品生命周期的保养和维修成本并不低。而在日常用车过程中,频频充电也会给车主带来时间成本问题。另外,李斌也提到,增程器和一套增程系统的价格约为1.5万元,按100万辆车的保有量计算,用户将支出150亿元。这些钱可以新增1万座换电站,不仅可以让换电更为方便,解除续航焦虑和电池安全隐患外,换电站还有储能功能,削峰填谷,节约用电成本,还能帮助电网消纳更多风电光伏等清洁能。所以按照李斌的说法,换电站带来的市场增量,一部分就来自插混和增程车。不过,目前的“换电联盟”在数量上还远低于“增程联盟”,要将后者打败,还需要不断吸纳新鲜力量。下一家和蔚来结盟的车企,会是谁呢?","news_type":1},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309070149337256,"gmtCreate":1716484415622,"gmtModify":1716484417099,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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破了20,会继续下探,15不远了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309069748776976","isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309069724774432,"gmtCreate":1716484280486,"gmtModify":1716484894576,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 苏妈光想着套现,和老黄不是一个境界。真正的创始人对公司何等重要。在牛逼的打工CEO也无法和创始人相提并论","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 苏妈光想着套现,和老黄不是一个境界。真正的创始人对公司何等重要。在牛逼的打工CEO也无法和创始人相提并论","text":"$美国超微公司(AMD)$ 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