麒麟Kirin的个人主页 - 老虎社区

麒麟Kirin

麒麟Kirin

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1主题

0勋章

06-28

$特朗普媒体科技集团(DJT)$ TRUMP!

2023-08-01

$蔚来-SW(09866)$

2022-06-08

交易笔数过多，需要节制交易冲动

2020-07-10

$蔚来(NIO)$蔚来获得6家银行104亿综合授信！

2020-06-06

6月交付量还会继续增长

蔚来汽车5月交付数据来了，总体超去年同期3倍！

2020-03-31

有点标题党。。。

抱歉，原内容已删除

2020-03-09

Tigar在搞笑吗待提交

2020-01-01

威马是产品派？

中国电动汽车第一品牌：成功追上蔚来汽车，这家公司估值达400亿

2019-12-28

$蔚来(NIO)$ EC6

2019-12-18

$蔚来(NIO)$ 已经交付3万辆了

2019-11-29

$蔚来(NIO)$ 各种nio house 展车都卖空了，11月销量肯定少不了

去老虎APP查看更多动态

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data-views=\"1\"></v-v>","text":"$蔚来-SW(09866)$","images":[{"img":"https://static.tigerbbs.com/82698533ca582f6cc967e854cdcc935f","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/204207715291376","isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":617774149,"gmtCreate":1654658948385,"gmtModify":1704859996650,"author":{"id":"3536267133065809","authorId":"3536267133065809","name":"麒麟Kirin","avatar":"https://static.tigerbbs.com/03f43940d7a6cb6c7d1c96e297b256dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3536267133065809","authorIdStr":"3536267133065809"},"themes":[],"htmlText":"交易笔数过多，需要节制交易冲动","listText":"交易笔数过多，需要节制交易冲动","text":"交易笔数过多，需要节制交易冲动","images":[{"img":"https://static.tigerbbs.com/92c41fcfe8023cd4face77d5cd3ed3f4","width":"1080","height":"1800"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617774149","isVote":1,"tweetType":1,"viewCount":1593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":943043501,"gmtCreate":1594349110003,"gmtModify":1704205310101,"author":{"id":"3536267133065809","authorId":"3536267133065809","name":"麒麟Kirin","avatar":"https://static.tigerbbs.com/03f43940d7a6cb6c7d1c96e297b256dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3536267133065809","authorIdStr":"3536267133065809"},"themes":[],"htmlText":"<a 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13:33","market":"us","language":"zh","title":"蔚来汽车5月交付数据来了，总体超去年同期3倍！","url":"https://stock-news.laohu8.com/highlight/detail?id=2041056449","media":"雪球综合","summary":"原标题：蔚来汽车5月交付数据来了，总体超去年同期3倍！ 来源：雪球综合前言：近日，蔚来汽车公布了5月份的交付数据，其5月交付数达3436台，创月度交付纪录。同时它的交付数连续三个月环比上涨，并且5月数","content":"<html><body><p>原标题：<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车5月交付数据来了，总体超去年同期3倍！ 来源：雪球综合</p><div><div><p>前言：</p><p>近日，蔚来汽车公布了5月份的交付数据，其5月交付数达3436台，创月度交付纪录。同时它的交付数连续三个月环比上涨，并且5月数据超去年同期3倍。</p></div><div> <div><img src=\"http://k.sinaimg.cn/n/spider202066/497/w752h545/20200606/6c99-iurnkpr3733171.png/w720fin.jpg\"/></div> </div><div><p>细节上面，蔚来ES6交付2685台，单车累计交付突破2万台，达20668台。同时全新ES8交付数也有提升，品牌累计交付数突破4万台，达42342台。</p></div><div> <div><img src=\"http://k.sinaimg.cn/n/spider202066/494/w752h542/20200606/b2d3-iurnkpr3733168.png/w720fin.jpg\"/></div> </div><div><p>从上面的数据来看，蔚来汽车的表现非常不错，总体稳步有升。目前，蔚来汽车共有两款在售车型，分别为蔚来ES6和蔚来ES8,。二者均为SUV车型，相比于蔚来ES8，ES6更加受欢迎，也是走量的车型。</p></div><div> <div><img src=\"http://k.sinaimg.cn/n/spider202066/506/w752h554/20200606/bc88-iurnkpr3733281.png/w720fin.jpg\"/></div> </div><div><p>相比于一般纯电动车型，蔚来汽车的售价较为昂贵，但它能够取得如此不错的成绩，说明其产品有着出色的表现，得到了消费者的认可。具体来看就是蔚来汽车的外观设计非常时尚、大气，同时内饰在科技感的设计上面也非常出色，最后就是它的动力和续航在目前纯电车领域中都达到了一个非常不错的水平。</p></div><div> <div><img src=\"http://k.sinaimg.cn/n/spider202066/503/w752h551/20200606/dbaa-iurnkpr3733274.png/w720fin.jpg\"/></div> </div><div><p>目前，虽然蔚来汽车仅有两款在售车型，但是它的另一款车型蔚来EC6也将要上市，该车为一款轿跑SUV，它的到来也将进一步丰富蔚来汽车的产品矩阵。</p></div><div> <div><img src=\"http://k.sinaimg.cn/n/spider202066/485/w752h533/20200606/2ecc-iurnkpr3733568.png/w720fin.jpg\"/></div> </div><div><p>--------------分割线----------------------------------</p><p>开车上路，安全第一，所以我们要爱护车辆，勤检查，文明驾驶，安全驾驶。因为车是伴随我们生活中不可缺少的伙伴。</p><p>我们要向有着良好驾驶习惯的司机学习。</p><p>向不良驾驶说不。</p><p>在这里，谢谢大家观看，不足之处欢迎大家批评指正，O(_)O谢谢</p></div> </div></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来汽车5月交付数据来了，总体超去年同期3倍！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-06 13:33 北京时间&nbsp;&nbsp;&nbsp;<a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-06-06/doc-iirczymk5577433.shtml><strong>雪球综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：蔚来汽车5月交付数据来了，总体超去年同期3倍！ 来源：雪球综合前言：近日，蔚来汽车公布了5月份的交付数据，其5月交付数达3436台，创月度交付纪录。同时它的交付数连续三个月环比上涨，并且5月数据超去年同期3倍。  细节上面，蔚来ES6交付2685台，单车累计交付突破2万台，达20668台。同时全新ES8交付数也有提升，品牌累计交付数突破4万台，达42342台。  从上面的数据来看，蔚来汽车...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-06-06/doc-iirczymk5577433.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aaf10f59d529fccc557480730989e342","relate_stocks":{"NIO":"蔚来"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-06-06/doc-iirczymk5577433.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2041056449","content_text":"原标题：蔚来汽车5月交付数据来了，总体超去年同期3倍！ 来源：雪球综合前言：近日，蔚来汽车公布了5月份的交付数据，其5月交付数达3436台，创月度交付纪录。同时它的交付数连续三个月环比上涨，并且5月数据超去年同期3倍。  细节上面，蔚来ES6交付2685台，单车累计交付突破2万台，达20668台。同时全新ES8交付数也有提升，品牌累计交付数突破4万台，达42342台。  从上面的数据来看，蔚来汽车的表现非常不错，总体稳步有升。目前，蔚来汽车共有两款在售车型，分别为蔚来ES6和蔚来ES8,。二者均为SUV车型，相比于蔚来ES8，ES6更加受欢迎，也是走量的车型。  相比于一般纯电动车型，蔚来汽车的售价较为昂贵，但它能够取得如此不错的成绩，说明其产品有着出色的表现，得到了消费者的认可。具体来看就是蔚来汽车的外观设计非常时尚、大气，同时内饰在科技感的设计上面也非常出色，最后就是它的动力和续航在目前纯电车领域中都达到了一个非常不错的水平。  目前，虽然蔚来汽车仅有两款在售车型，但是它的另一款车型蔚来EC6也将要上市，该车为一款轿跑SUV，它的到来也将进一步丰富蔚来汽车的产品矩阵。  --------------分割线----------------------------------开车上路，安全第一，所以我们要爱护车辆，勤检查，文明驾驶，安全驾驶。因为车是伴随我们生活中不可缺少的伙伴。我们要向有着良好驾驶习惯的司机学习。向不良驾驶说不。在这里，谢谢大家观看，不足之处欢迎大家批评指正，O(_)O谢谢","news_type":1},"isVote":1,"tweetType":1,"viewCount":1743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":923907849,"gmtCreate":1585669059281,"gmtModify":1704358634823,"author":{"id":"3536267133065809","authorId":"3536267133065809","name":"麒麟Kirin","avatar":"https://static.tigerbbs.com/03f43940d7a6cb6c7d1c96e297b256dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3536267133065809","authorIdStr":"3536267133065809"},"themes":[],"htmlText":"有点标题党。。。","listText":"有点标题党。。。","text":"有点标题党。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/923907849","repostId":"2023128455","repostType":2,"isVote":1,"tweetType":1,"viewCount":1814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":981508744,"gmtCreate":1583763483188,"gmtModify":1704350783669,"author":{"id":"3536267133065809","authorId":"3536267133065809","name":"麒麟Kirin","avatar":"https://static.tigerbbs.com/03f43940d7a6cb6c7d1c96e297b256dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3536267133065809","authorIdStr":"3536267133065809"},"themes":[],"htmlText":"Tigar在搞笑吗&nbsp; &nbsp;待提交","listText":"Tigar在搞笑吗&nbsp; &nbsp;待提交","text":"Tigar在搞笑吗 待提交","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/981508744","isVote":1,"tweetType":1,"viewCount":1574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":911039382,"gmtCreate":1577891946346,"gmtModify":1704336541229,"author":{"id":"3536267133065809","authorId":"3536267133065809","name":"麒麟Kirin","avatar":"https://static.tigerbbs.com/03f43940d7a6cb6c7d1c96e297b256dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3536267133065809","authorIdStr":"3536267133065809"},"themes":[],"htmlText":"威马是产品派？","listText":"威马是产品派？","text":"威马是产品派？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/911039382","repostId":"2000606803","repostType":2,"repost":{"id":"2000606803","pubTimestamp":1577887043,"share":"https://www.laohu8.com/m/news/2000606803?lang=&edition=full","pubTime":"2020-01-01 21:57","market":"us","language":"zh","title":"中国电动汽车第一品牌：成功追上蔚来汽车，这家公司估值达400亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2000606803","media":"柳先说","summary":"近日，“2019全球独角兽500强”榜单正式发布，其中在造车新势力行列，威马汽车的估值达到60亿美元（折合人民币约417亿元），其价值已成功追上蔚来汽车、小鹏汽车、奇点汽车等竞争对手，成为国内估值最高","content":"<html><body><article><img src=\"http://inews.gtimg.com/newsapp_match/0/11110206687/0\"/><p>近日，“2019全球独角兽500强”榜单正式发布，其中在造车新势力行列，威马汽车的估值达到60亿美元（折合人民币约417亿元），其价值已成功追上<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车、小鹏汽车、奇点汽车等竞争对手，成为国内估值最高的新能源汽车独角兽。</p><p>公开的资料显示：威马汽车成立只有短短4年时间，是一家较为年轻的新能源汽车企业，致力于推动智慧出行产业的发展和落地，同时也是国内新能源汽车产品及出行方案提供商。截至目前，申请、获批的专利达到1242项，人工智能领域的专利突破100项。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/11110206688/0\"/><p>出生于上海的沈晖（威马汽车创始人）在广州长大，从小学习成绩优异。17岁那年，考进华南理工大学就读。毕业后他选择去美国继续深造，并获得了结构工程和工商管理硕士学位。随后，他在美国开始了职业生涯，先后在<a href=\"https://laohu8.com/S/ETN\">伊顿</a>集团、<a href=\"https://laohu8.com/S/BWA\">博格华纳</a>集团等知名企业工作。</p><p>大概在10年前，沈晖进入吉利担任集团副总裁一职。他最亮眼的业绩是带领团队拿下沃尔沃，同时将其从福特体系中分割出来，并实现盈利。按理说，如果继续待在吉利，肯定是平步青云。但在13年的时候，他去美国哈佛商学院AMP深造，慢慢淡出集团核心管理层。</p><p>彼时，新能源汽车产业开始兴起，蔚来、小鹏等企业相继成立。早有创业打算的沈晖，也在这个风口下创办了威马汽车。但国内新能源汽车市场竞争压力不小，如何实现弯道超车是他首先要考虑的问题。他发现国内消费者更加关注产品本身的体验，而对品牌没有太高的忠诚度。这也意味着只要威马把产品做好，便能在竞争激烈的市场上占据一席之地。</p><p>威马一开始就对标行业老大<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。沈晖打造了一个智能体系和重整价值链全流程，由此大幅度提高了供应链周转效率，同时也满足了消费者的个性化需求。另一方面，威马要做的不仅仅是一辆车，而是要改变大众出行生态和出行体验，同时在定价上下了一番功夫。差异化优势主要体现在智能化、大数据运营、新零售服务体系、人才体系方面和生态建设方面。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/11110206689/0\"/><p>最近两年，虽然新能源汽车产业发展得如火如荼，但消费者接受度还有待提升。其中很重要的一个原因在于动力电池，很多电动车用了几年后电池寿命迅速衰减，而更换价格不菲。威马汽车针对这个痛点推出了动力电池终身质保期等一系列售后保障措施。</p><p>与威马汽车注重产品本身不同，蔚来汽车更注重品牌方面的塑造。换句话说就是，威马做的是产品派，而蔚来则是品牌派。两种模式孰优孰劣不好说，用数据说话：2019年前三季度，威马汽车销量为1.27万辆，蔚来汽车的销量为1.23万辆。随着特斯拉上海超级工厂年底实现量产后，或将进一步压缩造车新势力的生存空间。在面对特斯拉来袭，寻找共存之道变得极为迫切。</p><p>有行业人士分析指出：从行业发展趋势来看，新能源汽车产业无疑有着巨大的前景。同时也吸引了众多跨界玩家，使得市场竞争进一步加剧。可以预见自主品牌新能源市场的格局将重新洗牌。</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>中国电动汽车第一品牌：成功追上蔚来汽车，这家公司估值达400亿</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中国电动汽车第一品牌：成功追上蔚来汽车，这家公司估值达400亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-01-01 21:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202001012157547a321682&s=b><strong>柳先说</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，“2019全球独角兽500强”榜单正式发布，其中在造车新势力行列，威马汽车的估值达到60亿美元（折合人民币约417亿元），其价值已成功追上蔚来汽车、小鹏汽车、奇点汽车等竞争对手，成为国内估值最高的新能源汽车独角兽。公开的资料显示：威马汽车成立只有短短4年时间，是一家较为年轻的新能源汽车企业，致力于推动智慧出行产业的发展和落地，同时也是国内新能源汽车产品及出行方案提供商。截至目前，申请、获批的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202001012157547a321682&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aaf10f59d529fccc557480730989e342","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202001012157547a321682&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2000606803","content_text":"近日，“2019全球独角兽500强”榜单正式发布，其中在造车新势力行列，威马汽车的估值达到60亿美元（折合人民币约417亿元），其价值已成功追上蔚来汽车、小鹏汽车、奇点汽车等竞争对手，成为国内估值最高的新能源汽车独角兽。公开的资料显示：威马汽车成立只有短短4年时间，是一家较为年轻的新能源汽车企业，致力于推动智慧出行产业的发展和落地，同时也是国内新能源汽车产品及出行方案提供商。截至目前，申请、获批的专利达到1242项，人工智能领域的专利突破100项。出生于上海的沈晖（威马汽车创始人）在广州长大，从小学习成绩优异。17岁那年，考进华南理工大学就读。毕业后他选择去美国继续深造，并获得了结构工程和工商管理硕士学位。随后，他在美国开始了职业生涯，先后在伊顿集团、博格华纳集团等知名企业工作。大概在10年前，沈晖进入吉利担任集团副总裁一职。他最亮眼的业绩是带领团队拿下沃尔沃，同时将其从福特体系中分割出来，并实现盈利。按理说，如果继续待在吉利，肯定是平步青云。但在13年的时候，他去美国哈佛商学院AMP深造，慢慢淡出集团核心管理层。彼时，新能源汽车产业开始兴起，蔚来、小鹏等企业相继成立。早有创业打算的沈晖，也在这个风口下创办了威马汽车。但国内新能源汽车市场竞争压力不小，如何实现弯道超车是他首先要考虑的问题。他发现国内消费者更加关注产品本身的体验，而对品牌没有太高的忠诚度。这也意味着只要威马把产品做好，便能在竞争激烈的市场上占据一席之地。威马一开始就对标行业老大特斯拉。沈晖打造了一个智能体系和重整价值链全流程，由此大幅度提高了供应链周转效率，同时也满足了消费者的个性化需求。另一方面，威马要做的不仅仅是一辆车，而是要改变大众出行生态和出行体验，同时在定价上下了一番功夫。差异化优势主要体现在智能化、大数据运营、新零售服务体系、人才体系方面和生态建设方面。最近两年，虽然新能源汽车产业发展得如火如荼，但消费者接受度还有待提升。其中很重要的一个原因在于动力电池，很多电动车用了几年后电池寿命迅速衰减，而更换价格不菲。威马汽车针对这个痛点推出了动力电池终身质保期等一系列售后保障措施。与威马汽车注重产品本身不同，蔚来汽车更注重品牌方面的塑造。换句话说就是，威马做的是产品派，而蔚来则是品牌派。两种模式孰优孰劣不好说，用数据说话：2019年前三季度，威马汽车销量为1.27万辆，蔚来汽车的销量为1.23万辆。随着特斯拉上海超级工厂年底实现量产后，或将进一步压缩造车新势力的生存空间。在面对特斯拉来袭，寻找共存之道变得极为迫切。有行业人士分析指出：从行业发展趋势来看，新能源汽车产业无疑有着巨大的前景。同时也吸引了众多跨界玩家，使得市场竞争进一步加剧。可以预见自主品牌新能源市场的格局将重新洗牌。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":913617870,"gmtCreate":1577537924490,"gmtModify":1704335923697,"author":{"id":"3536267133065809","authorId":"3536267133065809","name":"麒麟Kirin","avatar":"https://static.tigerbbs.com/03f43940d7a6cb6c7d1c96e297b256dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3536267133065809","authorIdStr":"3536267133065809"},"themes":[],"htmlText":"<a 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data-views=\"1\"></v-v>","text":"$蔚来-SW(09866)$","images":[{"img":"https://static.tigerbbs.com/82698533ca582f6cc967e854cdcc935f","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/204207715291376","isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":617774149,"gmtCreate":1654658948385,"gmtModify":1704859996650,"author":{"id":"3536267133065809","authorId":"3536267133065809","name":"麒麟Kirin","avatar":"https://static.tigerbbs.com/03f43940d7a6cb6c7d1c96e297b256dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3536267133065809","authorIdStr":"3536267133065809"},"themes":[],"htmlText":"交易笔数过多，需要节制交易冲动","listText":"交易笔数过多，需要节制交易冲动","text":"交易笔数过多，需要节制交易冲动","images":[{"img":"https://static.tigerbbs.com/92c41fcfe8023cd4face77d5cd3ed3f4","width":"1080","height":"1800"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617774149","isVote":1,"tweetType":1,"viewCount":1593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":956989279,"gmtCreate":1591447499391,"gmtModify":1704195839941,"author":{"id":"3536267133065809","authorId":"3536267133065809","name":"麒麟Kirin","avatar":"https://static.tigerbbs.com/03f43940d7a6cb6c7d1c96e297b256dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3536267133065809","authorIdStr":"3536267133065809"},"themes":[],"htmlText":"6月交付量还会继续增长","listText":"6月交付量还会继续增长","text":"6月交付量还会继续增长","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/956989279","repostId":"2041056449","repostType":2,"isVote":1,"tweetType":1,"viewCount":1743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":923907849,"gmtCreate":1585669059281,"gmtModify":1704358634823,"author":{"id":"3536267133065809","authorId":"3536267133065809","name":"麒麟Kirin","avatar":"https://static.tigerbbs.com/03f43940d7a6cb6c7d1c96e297b256dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3536267133065809","authorIdStr":"3536267133065809"},"themes":[],"htmlText":"有点标题党。。。","listText":"有点标题党。。。","text":"有点标题党。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/923907849","repostId":"2023128455","repostType":2,"repost":{"id":"2023128455","weMediaInfo":{"introduction":"为财经记者、投资者服务！","home_visible":1,"media_name":"深蓝财经","id":"10","head_image":"https://static.tigerbbs.com/7ed3098ca9794eae9907fbd1b71a744b"},"pubTimestamp":1585643880,"share":"https://www.laohu8.com/m/news/2023128455?lang=&edition=full","pubTime":"2020-03-31 16:38","market":"sh","language":"zh","title":"又烧了130亿！每卖一辆蔚来，背后都是资本和房产中介的眼泪","url":"https://stock-news.laohu8.com/highlight/detail?id=2023128455","media":"深蓝财经","summary":"花掉4亿元裁员的蔚来，怎么去年烧钱速度还更快了？租得起月租139万的房子，为什么又死活不愿付110万的中介费？去年11月，蔚来汽车（以下简称蔚来）创始人、董事长李斌还在回应把他称作“最惨的人”的说法。","content":"<html><body><div>\n<p><strong><span><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" pre-wrap=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><img src=\"https://static.tigerbbs.com/59c9213b726a4af8934fbdc7c2a830c6\"/></span></strong></span></strong></p><p><span microsoft=\"\" yahei=\"\">花掉4亿元裁员的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>，怎么去年烧钱速度还更快了？租得起月租139万的房子，为什么又死活不愿付110万的中介费？</span></p><p><span microsoft=\"\" yahei=\"\">去年11月，蔚来汽车（以下简称蔚来）创始人、董事长李斌还在回应把他称作“最惨的人”的说法。</span><span microsoft=\"\" yahei=\"\">李斌称：</span><span microsoft=\"\" yahei=\"\">10月份，ES6的</span><span microsoft=\"\" yahei=\"\">销量已经成为全球第一，新能源汽车“拐点”已经来临。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/cd9f685802f047bda13c778dd0a76c51\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>蔚来汽车创始人、董事长李斌</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">时隔不到4个月，蔚来2019财报公布，巨亏了114亿。</span></p><p><span microsoft=\"\" yahei=\"\">钱到底花在哪了？</span></p><p><span microsoft=\"\" yahei=\"\">熟悉蔚来的人可能知道，蔚来“烧钱”的速度在圈内出了名，2018年筹资已达到116亿元，在新能源车企，算是很能融资的了，但2019年光销售加研发成本，蔚来汽车就烧掉了130多个亿。</span></p><p><span microsoft=\"\" yahei=\"\">130多个亿是什么概念？</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/19b5a09ed2d1472cb17ab783e4822af2\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>来源：凤凰网</span></h-inner></h-char></span></p><p><span><strong><span microsoft=\"\" yahei=\"\">卖一辆亏一辆却“毁誉参半”</span></strong></span></p><p><span microsoft=\"\" yahei=\"\">财报显示，蔚来2019全年累计总收入78.25亿元，同比增长58%。亏损大幅增加，净亏损（美国通用会计准则）达到114亿元，调整后为109.62亿元，同比扩大22.4%。</span></p><p><span microsoft=\"\" yahei=\"\">蔚来全年卖出了20565辆车，粗算下，平均每辆车的销售收入约为35.82万元，每辆车的销售成本约43.88万元，这样看，每辆车亏了约8.06万元。如果按照亏损额114亿来看，每卖一台车亏损约55万元。</span></p><p><span microsoft=\"\" yahei=\"\">也就是说，每卖出一辆车，蔚来离亏损“又近了一步”。</span></p><p><span microsoft=\"\" yahei=\"\">面对巨额亏损，蔚来不是没有想办法，通过增设服务来增加收入，给高速路上车主提供换电服务，180元一次。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/2cfe8c6b69504daba6701cdf593369ce\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>来</span></h-inner></h-char></span><h-char unicode=\"3002\"><h-inner><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>源</span></h-inner></h-char></span></h-inner></h-char><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>：蔚来APP</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">180元一次和加油相比，费用不贵，但便利性受质疑。有评论说，目前除非高配版车辆，普通车型车辆需要工作人员把车开走换好电，再送回给车主，这个过程增加了车主等待时间。</span></p><p><span microsoft=\"\" yahei=\"\">无论怎样，蔚来已经在通过增设服务增加收入，APP上也开始“带货”，价格感觉有点“小贵”。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/86ef46ef725e41d1b877ce0d4ba1d129\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>蔚来APP出售多种类商品</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">李斌曾表示，蔚来现有3万多车主，只有通过各种方式增加服务，形成网络效应，才能满足需要。</span></p><p><span microsoft=\"\" yahei=\"\">也就是说，蔚来为盈利还在打基础，但是基础还没打好，产品质量及交付问题已经受到不少争议。</span></p><p><span microsoft=\"\" yahei=\"\">蔚来汽车2018年就因为交付时间延迟、ES8软硬件等售前问题，遭到了媒体、专业人士质疑。</span></p><p><span microsoft=\"\" yahei=\"\">ES8在2018年下半年出现了延迟交付问题，本应在3月份交付，一下延迟到了5月底。在交付期间，有媒体发现蔚来江淮车间静、车库空，质疑何时才能交付，后又有前资深媒体人管学军因为延迟交付，质疑蔚来资金紧张，李斌要成第二个贾布斯。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/99f5128717234c689e58d7af4fe9bc95\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>蔚来汽车ES8</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">李斌在管学军发表的文章下留言，解释没有失守上半年交车的承诺。但是全国开始交付的时间是2018年6月28日，时间也是卡在点上。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/e52efa8c2ee54d8c9d5854aecded26e3\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>来源：网络</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">交付后的ES8没有出现一致的好评如潮，评测人38号车评中心试驾后曾说ES8完成度低，很多功能没有上线，似“半成品”。蔚来联合创始人、总裁秦力洪表示“部分槽点属实”。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/a807321cf2b345cca0479c739162a3a9\"/></span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/b5fcddff111a4c65a33c6b87be4ccc0c\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>来源：网络</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">可以看出，蔚来车辆交付前后，出现许多产品问题，管理层频繁出面解释，颇有“舌战群儒”之感。</span></p><p><span><strong><span microsoft=\"\" yahei=\"\">蔚来1年烧了130多个亿</span></strong></span></p><p><span microsoft=\"\" yahei=\"\">亏钱很快、新车质量受质疑，一点也没影响蔚来把钱花在营销上，花钱速度让人“啧啧称奇”。</span></p><p><span microsoft=\"\" yahei=\"\">2019全年销售成本为约90.23亿元，比2018上涨了73.3%。</span></p><p><span microsoft=\"\" yahei=\"\">蔚来2019年报显示，四季度销售成本约31.02亿元，比第三季度增长了50.7%，费用增长归因于第四季度ES6和ES8交付量增加的推动。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/8d2aa5a98309426aa0ac52abe9587557\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>蔚来2019全年销售成本为约90.23亿人民币比上年增长73.3%。<span>图片</span>来源：蔚来2019财报</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">但是第四季度卖出了8224辆车，包括6824台ES6和1400台ES8，也不过是比第三季度多卖了3425台，销售成本就涨了十几个亿，这个原因不能令人信服。</span></p><p><span microsoft=\"\" yahei=\"\">四季度销售成本上涨原因之一，可能是增加了裁员费用。李斌财报电话会议曾说四季度花费了“一次性补偿”，而四季度销售与管理费用同比增加约4亿，“一次性”的费用与蔚来2019年4次裁员近2000人可以吻合。 </span></p><p><span microsoft=\"\" yahei=\"\">但是四季度销售成本，除了裁员费还涨了近10个亿，可以说花销巨大。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/1d080b000c3141d3bc31be84d8f21647\"/></span></p><p><span microsoft=\"\" yahei=\"\">蔚来整体销售成本同比高了70%，更不太符合常理。</span></p><p><span microsoft=\"\" yahei=\"\">近日，蔚来汽车的运营主体——上海蔚来汽车有限公司被上海市嘉定区人民法院列为被执行人，执行标的为110万。</span></p><p><span microsoft=\"\" yahei=\"\">蔚来回应是普通的商业纠纷，尊重法院判决并已付款。从法律角度，这就是一起商业纠纷，不过蔚来租下的这块商铺在上海的兴业太古汇，租金不低，五年的平均月租金达到了约139万元/月，两间商铺投资还花了1000万元，其中建安费用为781.8万元人民币。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/c00e01b5952842fda7dfd5fb7ed87f0e\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>图片来源：启信宝</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/3d308ff53aa74319a883356197a1cc7f\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span><span>来</span>源：网络</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">近年，蔚来在一二线城市密集布店早就引起过媒体关注。</span></p><p><span microsoft=\"\" yahei=\"\">2017年，蔚来租下位于北京<a href=\"https://laohu8.com/S/600859\">王府井</a>东方广场蔚来体验中心（NIO House，由蔚来全资建立的旗舰品牌空间，服务于车主），据业内消息人士透漏，蔚来中心东方广场体验中心的年租金约为7000万-8000万人民币，也就是每月达到了约583万—667万，蔚来已经签约6年。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/faa1e9fb6c8344c9adcb84b57aec3bde\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>蔚</span></h-inner></h-char></span><h-char unicode=\"3002\"><h-inner><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>来</span></h-inner></h-char></span></h-inner></h-char><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>汽车兴业太古汇旗舰店</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">实际上蔚来2019年亏损200亿美元的时候，就已经投建了多家NIO House，在2019年，蔚来还官宣会加大对NIO空间的投入。</span></p><p><span microsoft=\"\" yahei=\"\">根据蔚来2019年二季报，NIO House平均装潢费用高达1000万元，平均年租金约500万至800万元。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/396163ab79274b999a43ec04f5d5e617\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>蔚来汽车北京东方广场NIO House</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/5a3224e4488e4634ad93d8e6e691794b\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>蔚来用户在NIO House分享生活点滴</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">蔚来或许已经意识到投入巨大，2020年将停止新增NIO House，转而建设由NIO House和NIO Space组成的销售网络，NIO Space和NIO House的模式不同，成本更低，效率也更高。</span></p><p><span microsoft=\"\" yahei=\"\">除了销售成本，蔚来2019年的研发费用约为44.29亿，比上年增长了10.8%。值得注意是，蔚来汽车研发费用一直居高不下，2018年研发费用已经接近<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>3倍。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/02892b7678194974b4a4cc40f79c2209\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>2019蔚来汽车研发费用同比大幅上升</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">蔚来2020年或许还要“烧”更多钱。</span></p><p><span microsoft=\"\" yahei=\"\">基建投入还在加大。有网友计算过，加上租金、运营成本，蔚来建设一个换电站需要投入的成本差不多是200多万，按照蔚来汽车的计划，到2020年在全国建设超过1100座换电站，换电站成本则需要2.3亿左右。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/96cba76151e54b7c9d6c5a74a2297e4f\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>蔚来换电站</span></h-inner></h-char></span></p><p><strong><span microsoft=\"\" yahei=\"\">账上钱还能花多久？</span></strong></p><p><span microsoft=\"\" yahei=\"\">现在看来，蔚来“活下去”的有效办法就是让自己尽快达到盈利的状态。蔚来2019年的销量已经是行业领先了，但眼下如何提高毛利率才是投资人关心的问题。</span></p><p><span microsoft=\"\" yahei=\"\">李斌在2019财报会上发布了2020年毛利转正计划，理由为“供应链的优化、电池包成本的降低、生产规模上升和管理优化带来车均制造成本的下降”。</span></p><p><span microsoft=\"\" yahei=\"\">但是李斌所说都是一种预期，电池成本降低要等到2020年第四季度，现在看未免遥远，至于生产规模上升拉动毛利率，短期内很艰难。</span></p><p><span microsoft=\"\" yahei=\"\">毛利率一直在下坡。2018年毛利率为-5.2%，2019年为-15.3%，较2018年下滑了约10个百分点。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/221bce68cc0b495a8236b9652b763213\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>蔚来汽车2019毛利率下滑</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">从资料看，汽车交付数量与提升毛利率之间关系不大。</span></p><p><span microsoft=\"\" yahei=\"\">第四季度销量为8224辆车，比第三季度多销了近1倍（第三季度汽车销量为3553辆），第四季度毛利率也只比第三季度涨了3.2个百分点，这里涨幅主要由于四季度裁员1000多人，相应店面、销售服务成本减掉，毛利率上升。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/ab0dfb167a6248989b05489dc3adcfae\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>蔚来汽车2019年4个季度汽车销售数量</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/ff5ae67ad3a04242b1fc943a346c22cd\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>蔚来汽车2019季度财报资料</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">投资者现在只能期待随着售后网络完善、用户增加，6岁蔚来能迎来扭亏“临界点”。 </span></p><p><span microsoft=\"\" yahei=\"\">但是蔚来账上的现金已经不多，目前持有的现金、现金等价物、限制用途现金和短期投资总额为人民币10.563亿元。</span></p><p><span microsoft=\"\" yahei=\"\">负债合计达到194.04亿元，总资产目前为145.82亿元，资产负债率约为130%，可以说还债压力空前的大。</span></p><p><span microsoft=\"\" yahei=\"\">蔚来2020进行了一系列可转债融资，目前可转债融资金额为4.35亿美元，约为人民币30.86亿元，但是根据以往数据，每个月销售加上研发费用等成本至少10个亿，若还要耗费6个月让毛利率转正，至少需要50亿的资金，账面资金来看，显然不够。</span></p><p><span microsoft=\"\" yahei=\"\">更重要的是，融资渠道正在慢慢收紧，早在2018年，国家发改委发布了《汽车产业投资管理规定(征求意见稿)》，其中规定所有股东在项目建成且产量达到建设规模前，不撤出股本。</span></p><p><span microsoft=\"\" yahei=\"\">这意味着资本将更谨慎，“造车新势力”的融资难度确实会加大。</span></p><p><span microsoft=\"\" yahei=\"\">二级市场上看，蔚来股价频频下跌，一度暴跌超27%，股价跌破2美元。目前蔚来市值为29.9亿美元，较最高点13.80美元时的市值蒸发约110亿美元。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/1934f4cdc8394137bb78c7d7487b3b3d\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>蔚来汽车股价走势</span></h-inner></h-char></span></p><p><strong><span microsoft=\"\" yahei=\"\">结语 </span></strong></p><p><span microsoft=\"\" yahei=\"\">对于投资者来说，“造车新势力”蔚来汽车有许多亮点，李斌曾表示过，汽车是一个复杂的体系，是平台研发、供应链管控、品控、交付、售后综合作用的结果，投入巨大，购买蔚来的客户享受到了更加”尊贵“的服务。</span></p><p><span microsoft=\"\" yahei=\"\">但是，蔚来汽车的资金缺口巨大，需要平衡的方面巨大，用户满意了，还有政策变动、销售压力、江淮车厂代工质量等等可能问题。中汽协数据显示，全国汽车销量2月下降了约80%，目前全球疫情爆发，蔚来汽车零部件供应可能要受大影响，留给蔚来“转正”的时间不多了。</span></p><p><span microsoft=\"\" yahei=\"\"><span>*来源：金融八卦女频道（baguanvpindao）</span></span></p><hr arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" scale=\"\" ui=\"\" yahei=\"\"/><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▽▽▽</span></p><p>● 越南禁止出口大米！全球粮食市场异动，大风暴还在后面</p><p>●<span> 靠，第一批90后已经开始贪污了……</span></p><p><span>● 近百家房企破产，最难的时候还没到！</span></p><p><img src=\"https://static.tigerbbs.com/b63acd7ac1a94e728cd192f7c8c06a54\"/></p><p><img src=\"https://static.tigerbbs.com/19790d62f769432484435e2c44bcbe40\"/></p><p><span><strong><img src=\"https://static.tigerbbs.com/b66859019f2545828b08a23f268a6252\"/></strong></span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/940f016f49ea49f39eaeceb947063e87\"/></p>\n</div></body></html>","source":"weixin_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>又烧了130亿！每卖一辆蔚来，背后都是资本和房产中介的眼泪</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又烧了130亿！每卖一辆蔚来，背后都是资本和房产中介的眼泪\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/10\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7ed3098ca9794eae9907fbd1b71a744b);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">深蓝财经 </p>\n<p class=\"h-time\">2020-03-31 16:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p><strong><span><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" pre-wrap=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><img src=\"https://static.tigerbbs.com/59c9213b726a4af8934fbdc7c2a830c6\"/></span></strong></span></strong></p><p><span microsoft=\"\" yahei=\"\">花掉4亿元裁员的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>，怎么去年烧钱速度还更快了？租得起月租139万的房子，为什么又死活不愿付110万的中介费？</span></p><p><span microsoft=\"\" yahei=\"\">去年11月，蔚来汽车（以下简称蔚来）创始人、董事长李斌还在回应把他称作“最惨的人”的说法。</span><span microsoft=\"\" yahei=\"\">李斌称：</span><span microsoft=\"\" yahei=\"\">10月份，ES6的</span><span microsoft=\"\" yahei=\"\">销量已经成为全球第一，新能源汽车“拐点”已经来临。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/cd9f685802f047bda13c778dd0a76c51\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>蔚来汽车创始人、董事长李斌</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">时隔不到4个月，蔚来2019财报公布，巨亏了114亿。</span></p><p><span microsoft=\"\" yahei=\"\">钱到底花在哪了？</span></p><p><span microsoft=\"\" yahei=\"\">熟悉蔚来的人可能知道，蔚来“烧钱”的速度在圈内出了名，2018年筹资已达到116亿元，在新能源车企，算是很能融资的了，但2019年光销售加研发成本，蔚来汽车就烧掉了130多个亿。</span></p><p><span microsoft=\"\" yahei=\"\">130多个亿是什么概念？</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/19b5a09ed2d1472cb17ab783e4822af2\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>来源：凤凰网</span></h-inner></h-char></span></p><p><span><strong><span microsoft=\"\" yahei=\"\">卖一辆亏一辆却“毁誉参半”</span></strong></span></p><p><span microsoft=\"\" yahei=\"\">财报显示，蔚来2019全年累计总收入78.25亿元，同比增长58%。亏损大幅增加，净亏损（美国通用会计准则）达到114亿元，调整后为109.62亿元，同比扩大22.4%。</span></p><p><span microsoft=\"\" yahei=\"\">蔚来全年卖出了20565辆车，粗算下，平均每辆车的销售收入约为35.82万元，每辆车的销售成本约43.88万元，这样看，每辆车亏了约8.06万元。如果按照亏损额114亿来看，每卖一台车亏损约55万元。</span></p><p><span microsoft=\"\" yahei=\"\">也就是说，每卖出一辆车，蔚来离亏损“又近了一步”。</span></p><p><span microsoft=\"\" yahei=\"\">面对巨额亏损，蔚来不是没有想办法，通过增设服务来增加收入，给高速路上车主提供换电服务，180元一次。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/2cfe8c6b69504daba6701cdf593369ce\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>来</span></h-inner></h-char></span><h-char unicode=\"3002\"><h-inner><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>源</span></h-inner></h-char></span></h-inner></h-char><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>：蔚来APP</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">180元一次和加油相比，费用不贵，但便利性受质疑。有评论说，目前除非高配版车辆，普通车型车辆需要工作人员把车开走换好电，再送回给车主，这个过程增加了车主等待时间。</span></p><p><span microsoft=\"\" yahei=\"\">无论怎样，蔚来已经在通过增设服务增加收入，APP上也开始“带货”，价格感觉有点“小贵”。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/86ef46ef725e41d1b877ce0d4ba1d129\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>蔚来APP出售多种类商品</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">李斌曾表示，蔚来现有3万多车主，只有通过各种方式增加服务，形成网络效应，才能满足需要。</span></p><p><span microsoft=\"\" yahei=\"\">也就是说，蔚来为盈利还在打基础，但是基础还没打好，产品质量及交付问题已经受到不少争议。</span></p><p><span microsoft=\"\" yahei=\"\">蔚来汽车2018年就因为交付时间延迟、ES8软硬件等售前问题，遭到了媒体、专业人士质疑。</span></p><p><span microsoft=\"\" yahei=\"\">ES8在2018年下半年出现了延迟交付问题，本应在3月份交付，一下延迟到了5月底。在交付期间，有媒体发现蔚来江淮车间静、车库空，质疑何时才能交付，后又有前资深媒体人管学军因为延迟交付，质疑蔚来资金紧张，李斌要成第二个贾布斯。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/99f5128717234c689e58d7af4fe9bc95\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>蔚来汽车ES8</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">李斌在管学军发表的文章下留言，解释没有失守上半年交车的承诺。但是全国开始交付的时间是2018年6月28日，时间也是卡在点上。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/e52efa8c2ee54d8c9d5854aecded26e3\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>来源：网络</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">交付后的ES8没有出现一致的好评如潮，评测人38号车评中心试驾后曾说ES8完成度低，很多功能没有上线，似“半成品”。蔚来联合创始人、总裁秦力洪表示“部分槽点属实”。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/a807321cf2b345cca0479c739162a3a9\"/></span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/b5fcddff111a4c65a33c6b87be4ccc0c\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>来源：网络</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">可以看出，蔚来车辆交付前后，出现许多产品问题，管理层频繁出面解释，颇有“舌战群儒”之感。</span></p><p><span><strong><span microsoft=\"\" yahei=\"\">蔚来1年烧了130多个亿</span></strong></span></p><p><span microsoft=\"\" yahei=\"\">亏钱很快、新车质量受质疑，一点也没影响蔚来把钱花在营销上，花钱速度让人“啧啧称奇”。</span></p><p><span microsoft=\"\" yahei=\"\">2019全年销售成本为约90.23亿元，比2018上涨了73.3%。</span></p><p><span microsoft=\"\" yahei=\"\">蔚来2019年报显示，四季度销售成本约31.02亿元，比第三季度增长了50.7%，费用增长归因于第四季度ES6和ES8交付量增加的推动。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/8d2aa5a98309426aa0ac52abe9587557\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>蔚来2019全年销售成本为约90.23亿人民币比上年增长73.3%。<span>图片</span>来源：蔚来2019财报</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">但是第四季度卖出了8224辆车，包括6824台ES6和1400台ES8，也不过是比第三季度多卖了3425台，销售成本就涨了十几个亿，这个原因不能令人信服。</span></p><p><span microsoft=\"\" yahei=\"\">四季度销售成本上涨原因之一，可能是增加了裁员费用。李斌财报电话会议曾说四季度花费了“一次性补偿”，而四季度销售与管理费用同比增加约4亿，“一次性”的费用与蔚来2019年4次裁员近2000人可以吻合。 </span></p><p><span microsoft=\"\" yahei=\"\">但是四季度销售成本，除了裁员费还涨了近10个亿，可以说花销巨大。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/1d080b000c3141d3bc31be84d8f21647\"/></span></p><p><span microsoft=\"\" yahei=\"\">蔚来整体销售成本同比高了70%，更不太符合常理。</span></p><p><span microsoft=\"\" yahei=\"\">近日，蔚来汽车的运营主体——上海蔚来汽车有限公司被上海市嘉定区人民法院列为被执行人，执行标的为110万。</span></p><p><span microsoft=\"\" yahei=\"\">蔚来回应是普通的商业纠纷，尊重法院判决并已付款。从法律角度，这就是一起商业纠纷，不过蔚来租下的这块商铺在上海的兴业太古汇，租金不低，五年的平均月租金达到了约139万元/月，两间商铺投资还花了1000万元，其中建安费用为781.8万元人民币。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/c00e01b5952842fda7dfd5fb7ed87f0e\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>图片来源：启信宝</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/3d308ff53aa74319a883356197a1cc7f\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span><span>来</span>源：网络</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">近年，蔚来在一二线城市密集布店早就引起过媒体关注。</span></p><p><span microsoft=\"\" yahei=\"\">2017年，蔚来租下位于北京<a href=\"https://laohu8.com/S/600859\">王府井</a>东方广场蔚来体验中心（NIO House，由蔚来全资建立的旗舰品牌空间，服务于车主），据业内消息人士透漏，蔚来中心东方广场体验中心的年租金约为7000万-8000万人民币，也就是每月达到了约583万—667万，蔚来已经签约6年。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/faa1e9fb6c8344c9adcb84b57aec3bde\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>蔚</span></h-inner></h-char></span><h-char unicode=\"3002\"><h-inner><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>来</span></h-inner></h-char></span></h-inner></h-char><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>汽车兴业太古汇旗舰店</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">实际上蔚来2019年亏损200亿美元的时候，就已经投建了多家NIO House，在2019年，蔚来还官宣会加大对NIO空间的投入。</span></p><p><span microsoft=\"\" yahei=\"\">根据蔚来2019年二季报，NIO House平均装潢费用高达1000万元，平均年租金约500万至800万元。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/396163ab79274b999a43ec04f5d5e617\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>蔚来汽车北京东方广场NIO House</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/5a3224e4488e4634ad93d8e6e691794b\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>蔚来用户在NIO House分享生活点滴</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">蔚来或许已经意识到投入巨大，2020年将停止新增NIO House，转而建设由NIO House和NIO Space组成的销售网络，NIO Space和NIO House的模式不同，成本更低，效率也更高。</span></p><p><span microsoft=\"\" yahei=\"\">除了销售成本，蔚来2019年的研发费用约为44.29亿，比上年增长了10.8%。值得注意是，蔚来汽车研发费用一直居高不下，2018年研发费用已经接近<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>3倍。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/02892b7678194974b4a4cc40f79c2209\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>2019蔚来汽车研发费用同比大幅上升</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">蔚来2020年或许还要“烧”更多钱。</span></p><p><span microsoft=\"\" yahei=\"\">基建投入还在加大。有网友计算过，加上租金、运营成本，蔚来建设一个换电站需要投入的成本差不多是200多万，按照蔚来汽车的计划，到2020年在全国建设超过1100座换电站，换电站成本则需要2.3亿左右。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/96cba76151e54b7c9d6c5a74a2297e4f\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>蔚来换电站</span></h-inner></h-char></span></p><p><strong><span microsoft=\"\" yahei=\"\">账上钱还能花多久？</span></strong></p><p><span microsoft=\"\" yahei=\"\">现在看来，蔚来“活下去”的有效办法就是让自己尽快达到盈利的状态。蔚来2019年的销量已经是行业领先了，但眼下如何提高毛利率才是投资人关心的问题。</span></p><p><span microsoft=\"\" yahei=\"\">李斌在2019财报会上发布了2020年毛利转正计划，理由为“供应链的优化、电池包成本的降低、生产规模上升和管理优化带来车均制造成本的下降”。</span></p><p><span microsoft=\"\" yahei=\"\">但是李斌所说都是一种预期，电池成本降低要等到2020年第四季度，现在看未免遥远，至于生产规模上升拉动毛利率，短期内很艰难。</span></p><p><span microsoft=\"\" yahei=\"\">毛利率一直在下坡。2018年毛利率为-5.2%，2019年为-15.3%，较2018年下滑了约10个百分点。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/221bce68cc0b495a8236b9652b763213\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>蔚来汽车2019毛利率下滑</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">从资料看，汽车交付数量与提升毛利率之间关系不大。</span></p><p><span microsoft=\"\" yahei=\"\">第四季度销量为8224辆车，比第三季度多销了近1倍（第三季度汽车销量为3553辆），第四季度毛利率也只比第三季度涨了3.2个百分点，这里涨幅主要由于四季度裁员1000多人，相应店面、销售服务成本减掉，毛利率上升。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/ab0dfb167a6248989b05489dc3adcfae\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>蔚来汽车2019年4个季度汽车销售数量</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/ff5ae67ad3a04242b1fc943a346c22cd\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>蔚来汽车2019季度财报资料</span></h-inner></h-char></span></p><p><span microsoft=\"\" yahei=\"\">投资者现在只能期待随着售后网络完善、用户增加，6岁蔚来能迎来扭亏“临界点”。 </span></p><p><span microsoft=\"\" yahei=\"\">但是蔚来账上的现金已经不多，目前持有的现金、现金等价物、限制用途现金和短期投资总额为人民币10.563亿元。</span></p><p><span microsoft=\"\" yahei=\"\">负债合计达到194.04亿元，总资产目前为145.82亿元，资产负债率约为130%，可以说还债压力空前的大。</span></p><p><span microsoft=\"\" yahei=\"\">蔚来2020进行了一系列可转债融资，目前可转债融资金额为4.35亿美元，约为人民币30.86亿元，但是根据以往数据，每个月销售加上研发费用等成本至少10个亿，若还要耗费6个月让毛利率转正，至少需要50亿的资金，账面资金来看，显然不够。</span></p><p><span microsoft=\"\" yahei=\"\">更重要的是，融资渠道正在慢慢收紧，早在2018年，国家发改委发布了《汽车产业投资管理规定(征求意见稿)》，其中规定所有股东在项目建成且产量达到建设规模前，不撤出股本。</span></p><p><span microsoft=\"\" yahei=\"\">这意味着资本将更谨慎，“造车新势力”的融资难度确实会加大。</span></p><p><span microsoft=\"\" yahei=\"\">二级市场上看，蔚来股价频频下跌，一度暴跌超27%，股价跌破2美元。目前蔚来市值为29.9亿美元，较最高点13.80美元时的市值蒸发约110亿美元。</span></p><p><span microsoft=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/1934f4cdc8394137bb78c7d7487b3b3d\"/></span></p><p><span microsoft=\"\" yahei=\"\"><h-char unicode=\"3002\"><h-inner><span>蔚来汽车股价走势</span></h-inner></h-char></span></p><p><strong><span microsoft=\"\" yahei=\"\">结语 </span></strong></p><p><span microsoft=\"\" yahei=\"\">对于投资者来说，“造车新势力”蔚来汽车有许多亮点，李斌曾表示过，汽车是一个复杂的体系，是平台研发、供应链管控、品控、交付、售后综合作用的结果，投入巨大，购买蔚来的客户享受到了更加”尊贵“的服务。</span></p><p><span microsoft=\"\" yahei=\"\">但是，蔚来汽车的资金缺口巨大，需要平衡的方面巨大，用户满意了，还有政策变动、销售压力、江淮车厂代工质量等等可能问题。中汽协数据显示，全国汽车销量2月下降了约80%，目前全球疫情爆发，蔚来汽车零部件供应可能要受大影响，留给蔚来“转正”的时间不多了。</span></p><p><span microsoft=\"\" yahei=\"\"><span>*来源：金融八卦女频道（baguanvpindao）</span></span></p><hr arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" scale=\"\" ui=\"\" yahei=\"\"/><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▽▽▽</span></p><p>● 越南禁止出口大米！全球粮食市场异动，大风暴还在后面</p><p>●<span> 靠，第一批90后已经开始贪污了……</span></p><p><span>● 近百家房企破产，最难的时候还没到！</span></p><p><img src=\"https://static.tigerbbs.com/b63acd7ac1a94e728cd192f7c8c06a54\"/></p><p><img src=\"https://static.tigerbbs.com/19790d62f769432484435e2c44bcbe40\"/></p><p><span><strong><img src=\"https://static.tigerbbs.com/b66859019f2545828b08a23f268a6252\"/></strong></span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/940f016f49ea49f39eaeceb947063e87\"/></p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0090cc485ea4ba6d267489389e83608b","relate_stocks":{"NIO":"蔚来"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzU1Njc1NjA2NA==&mid=2247502539&idx=3&sn=914651af2a92897ac58d9c6f4f64da73&chksm=fbc2b7c4ccb53ed208ee99f20fbcf7f761491ee92301181819c16271b0a3cbc16563f86706fa&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2023128455","content_text":"花掉4亿元裁员的蔚来，怎么去年烧钱速度还更快了？租得起月租139万的房子，为什么又死活不愿付110万的中介费？去年11月，蔚来汽车（以下简称蔚来）创始人、董事长李斌还在回应把他称作“最惨的人”的说法。李斌称：10月份，ES6的销量已经成为全球第一，新能源汽车“拐点”已经来临。蔚来汽车创始人、董事长李斌时隔不到4个月，蔚来2019财报公布，巨亏了114亿。钱到底花在哪了？熟悉蔚来的人可能知道，蔚来“烧钱”的速度在圈内出了名，2018年筹资已达到116亿元，在新能源车企，算是很能融资的了，但2019年光销售加研发成本，蔚来汽车就烧掉了130多个亿。130多个亿是什么概念？来源：凤凰网卖一辆亏一辆却“毁誉参半”财报显示，蔚来2019全年累计总收入78.25亿元，同比增长58%。亏损大幅增加，净亏损（美国通用会计准则）达到114亿元，调整后为109.62亿元，同比扩大22.4%。蔚来全年卖出了20565辆车，粗算下，平均每辆车的销售收入约为35.82万元，每辆车的销售成本约43.88万元，这样看，每辆车亏了约8.06万元。如果按照亏损额114亿来看，每卖一台车亏损约55万元。也就是说，每卖出一辆车，蔚来离亏损“又近了一步”。面对巨额亏损，蔚来不是没有想办法，通过增设服务来增加收入，给高速路上车主提供换电服务，180元一次。来源：蔚来APP180元一次和加油相比，费用不贵，但便利性受质疑。有评论说，目前除非高配版车辆，普通车型车辆需要工作人员把车开走换好电，再送回给车主，这个过程增加了车主等待时间。无论怎样，蔚来已经在通过增设服务增加收入，APP上也开始“带货”，价格感觉有点“小贵”。蔚来APP出售多种类商品李斌曾表示，蔚来现有3万多车主，只有通过各种方式增加服务，形成网络效应，才能满足需要。也就是说，蔚来为盈利还在打基础，但是基础还没打好，产品质量及交付问题已经受到不少争议。蔚来汽车2018年就因为交付时间延迟、ES8软硬件等售前问题，遭到了媒体、专业人士质疑。ES8在2018年下半年出现了延迟交付问题，本应在3月份交付，一下延迟到了5月底。在交付期间，有媒体发现蔚来江淮车间静、车库空，质疑何时才能交付，后又有前资深媒体人管学军因为延迟交付，质疑蔚来资金紧张，李斌要成第二个贾布斯。蔚来汽车ES8李斌在管学军发表的文章下留言，解释没有失守上半年交车的承诺。但是全国开始交付的时间是2018年6月28日，时间也是卡在点上。来源：网络交付后的ES8没有出现一致的好评如潮，评测人38号车评中心试驾后曾说ES8完成度低，很多功能没有上线，似“半成品”。蔚来联合创始人、总裁秦力洪表示“部分槽点属实”。来源：网络可以看出，蔚来车辆交付前后，出现许多产品问题，管理层频繁出面解释，颇有“舌战群儒”之感。蔚来1年烧了130多个亿亏钱很快、新车质量受质疑，一点也没影响蔚来把钱花在营销上，花钱速度让人“啧啧称奇”。2019全年销售成本为约90.23亿元，比2018上涨了73.3%。蔚来2019年报显示，四季度销售成本约31.02亿元，比第三季度增长了50.7%，费用增长归因于第四季度ES6和ES8交付量增加的推动。蔚来2019全年销售成本为约90.23亿人民币比上年增长73.3%。图片来源：蔚来2019财报但是第四季度卖出了8224辆车，包括6824台ES6和1400台ES8，也不过是比第三季度多卖了3425台，销售成本就涨了十几个亿，这个原因不能令人信服。四季度销售成本上涨原因之一，可能是增加了裁员费用。李斌财报电话会议曾说四季度花费了“一次性补偿”，而四季度销售与管理费用同比增加约4亿，“一次性”的费用与蔚来2019年4次裁员近2000人可以吻合。 但是四季度销售成本，除了裁员费还涨了近10个亿，可以说花销巨大。蔚来整体销售成本同比高了70%，更不太符合常理。近日，蔚来汽车的运营主体——上海蔚来汽车有限公司被上海市嘉定区人民法院列为被执行人，执行标的为110万。蔚来回应是普通的商业纠纷，尊重法院判决并已付款。从法律角度，这就是一起商业纠纷，不过蔚来租下的这块商铺在上海的兴业太古汇，租金不低，五年的平均月租金达到了约139万元/月，两间商铺投资还花了1000万元，其中建安费用为781.8万元人民币。图片来源：启信宝来源：网络近年，蔚来在一二线城市密集布店早就引起过媒体关注。2017年，蔚来租下位于北京王府井东方广场蔚来体验中心（NIO House，由蔚来全资建立的旗舰品牌空间，服务于车主），据业内消息人士透漏，蔚来中心东方广场体验中心的年租金约为7000万-8000万人民币，也就是每月达到了约583万—667万，蔚来已经签约6年。蔚来汽车兴业太古汇旗舰店实际上蔚来2019年亏损200亿美元的时候，就已经投建了多家NIO House，在2019年，蔚来还官宣会加大对NIO空间的投入。根据蔚来2019年二季报，NIO House平均装潢费用高达1000万元，平均年租金约500万至800万元。蔚来汽车北京东方广场NIO House蔚来用户在NIO House分享生活点滴蔚来或许已经意识到投入巨大，2020年将停止新增NIO House，转而建设由NIO House和NIO Space组成的销售网络，NIO Space和NIO House的模式不同，成本更低，效率也更高。除了销售成本，蔚来2019年的研发费用约为44.29亿，比上年增长了10.8%。值得注意是，蔚来汽车研发费用一直居高不下，2018年研发费用已经接近特斯拉3倍。2019蔚来汽车研发费用同比大幅上升蔚来2020年或许还要“烧”更多钱。基建投入还在加大。有网友计算过，加上租金、运营成本，蔚来建设一个换电站需要投入的成本差不多是200多万，按照蔚来汽车的计划，到2020年在全国建设超过1100座换电站，换电站成本则需要2.3亿左右。蔚来换电站账上钱还能花多久？现在看来，蔚来“活下去”的有效办法就是让自己尽快达到盈利的状态。蔚来2019年的销量已经是行业领先了，但眼下如何提高毛利率才是投资人关心的问题。李斌在2019财报会上发布了2020年毛利转正计划，理由为“供应链的优化、电池包成本的降低、生产规模上升和管理优化带来车均制造成本的下降”。但是李斌所说都是一种预期，电池成本降低要等到2020年第四季度，现在看未免遥远，至于生产规模上升拉动毛利率，短期内很艰难。毛利率一直在下坡。2018年毛利率为-5.2%，2019年为-15.3%，较2018年下滑了约10个百分点。蔚来汽车2019毛利率下滑从资料看，汽车交付数量与提升毛利率之间关系不大。第四季度销量为8224辆车，比第三季度多销了近1倍（第三季度汽车销量为3553辆），第四季度毛利率也只比第三季度涨了3.2个百分点，这里涨幅主要由于四季度裁员1000多人，相应店面、销售服务成本减掉，毛利率上升。蔚来汽车2019年4个季度汽车销售数量蔚来汽车2019季度财报资料投资者现在只能期待随着售后网络完善、用户增加，6岁蔚来能迎来扭亏“临界点”。 但是蔚来账上的现金已经不多，目前持有的现金、现金等价物、限制用途现金和短期投资总额为人民币10.563亿元。负债合计达到194.04亿元，总资产目前为145.82亿元，资产负债率约为130%，可以说还债压力空前的大。蔚来2020进行了一系列可转债融资，目前可转债融资金额为4.35亿美元，约为人民币30.86亿元，但是根据以往数据，每个月销售加上研发费用等成本至少10个亿，若还要耗费6个月让毛利率转正，至少需要50亿的资金，账面资金来看，显然不够。更重要的是，融资渠道正在慢慢收紧，早在2018年，国家发改委发布了《汽车产业投资管理规定(征求意见稿)》，其中规定所有股东在项目建成且产量达到建设规模前，不撤出股本。这意味着资本将更谨慎，“造车新势力”的融资难度确实会加大。二级市场上看，蔚来股价频频下跌，一度暴跌超27%，股价跌破2美元。目前蔚来市值为29.9亿美元，较最高点13.80美元时的市值蒸发约110亿美元。蔚来汽车股价走势结语 对于投资者来说，“造车新势力”蔚来汽车有许多亮点，李斌曾表示过，汽车是一个复杂的体系，是平台研发、供应链管控、品控、交付、售后综合作用的结果，投入巨大，购买蔚来的客户享受到了更加”尊贵“的服务。但是，蔚来汽车的资金缺口巨大，需要平衡的方面巨大，用户满意了，还有政策变动、销售压力、江淮车厂代工质量等等可能问题。中汽协数据显示，全国汽车销量2月下降了约80%，目前全球疫情爆发，蔚来汽车零部件供应可能要受大影响，留给蔚来“转正”的时间不多了。*来源：金融八卦女频道（baguanvpindao）▽▽▽● 越南禁止出口大米！全球粮食市场异动，大风暴还在后面● 靠，第一批90后已经开始贪污了……● 近百家房企破产，最难的时候还没到！","news_type":1},"isVote":1,"tweetType":1,"viewCount":1814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":981508744,"gmtCreate":1583763483188,"gmtModify":1704350783669,"author":{"id":"3536267133065809","authorId":"3536267133065809","name":"麒麟Kirin","avatar":"https://static.tigerbbs.com/03f43940d7a6cb6c7d1c96e297b256dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3536267133065809","authorIdStr":"3536267133065809"},"themes":[],"htmlText":"Tigar在搞笑吗&nbsp; &nbsp;待提交","listText":"Tigar在搞笑吗&nbsp; &nbsp;待提交","text":"Tigar在搞笑吗 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