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云天飞翼

云天飞翼

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IP属地：山东

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2021-05-02

一款车卖到这个量，不错了

理想汽车：4月交付5539辆，累计交付突破5万辆

2021-03-22

牛逼

北京蔚来能源与首发工贸达成战略合作

2021-01-28

$游戏驿站(GME)$挺精彩

2021-01-27

目前自动驾驶还不成熟，只能做辅助，要随时做好接手的准备！

蔚来ES8高速撞飞五菱宏光网友质疑主动刹车没起作用

2021-01-22

$蔚来(NIO)$来吧展示

2020-12-12

蔚来前几次增发股价低，没弄到多少钱

增发、增发、增发，“新造车三兄弟”集体向钱看

2020-11-27

$蔚来(NIO)$能创新高么

2020-11-25

$蔚来(NIO)$可以抄底了么

2020-11-20

$蔚来(NIO)$请开始你的表演！

2020-11-19

利好

抱歉，原内容已删除

2020-11-18

口若悬河，侃侃而谈[开心]

蔚来财报电话会议实录：李斌称短期内不会考虑融资

2020-11-16

$小鹏汽车(XPEV)$买定离手

2020-11-13

$蔚来(NIO)$再创新高

2020-11-12

$蔚来(NIO)$新高

2020-11-09

$蔚来(NIO)$市值超600＄

2020-11-09

$理想汽车(LI)$在上海卖的不错

2020-11-08

美国进入拜登时代

2020-11-06

$理想汽车(LI)$今晚会跳水么

2020-11-05

国内新能源汽车的狂欢！$蔚来(NIO)$$小鹏汽车(XPEV)$$理想汽车(LI)$

2020-11-02

可以抄底了

邮轮概念股普跌，挪威邮轮跌超7%

去老虎APP查看更多动态

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src=\"https://static.tigerbbs.com/51ee5a32a35ba1e5417b05d0af5fd342\" tg-width=\"650\" tg-height=\"529\" referrerpolicy=\"no-referrer\"></p><p>结合此前网络消息来看，新车的推出主要针对外观设计以及内部配置进行了调整。造型上，新车依旧会延续品牌车型的家族化设计语言，车头上会配备尺寸较大的进气格栅，内部还用网格状造型进行搭配。车头两侧，还有LED光源组成的头灯进行加持，带来不错的辨识度。</p><p><img src=\"https://static.tigerbbs.com/12c0720a12d4f84bb68d93291de9921f\" tg-width=\"650\" tg-height=\"488\" referrerpolicy=\"no-referrer\"></p><p>配置部分，新车将主要针对车机系统进行升级，并会融入诸多实用的配置，提升该车的性价比。动力系统上，新车预计将延续现款车型的动力总成。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>理想汽车：4月交付5539辆，累计交付突破5万辆</title>\n<style 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}\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理想汽车：4月交付5539辆，累计交付突破5万辆\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-02 10:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月2日，理想汽车公布了4月交付数据。</p><p>理想ONE在4月交付5539辆，同比2020年4月增长111.3%。截至4月底，理想汽车累计新车交付量51715辆。</p><p>截至4月30日，理想汽车在全国已有73家零售中心，覆盖53个城市；售后维修中心及授权钣喷中心143家，覆盖105个城市。</p><p><img src=\"https://static.tigerbbs.com/911a0b3a653a3944b5fc3dda88a386ef\" tg-width=\"602\" tg-height=\"763\" referrerpolicy=\"no-referrer\">相关阅读：</p><p>新款理想ONE疑似售价曝光 预计售价区间35-36万元左右</p><p>日前，行车视线从网络渠道获得了疑似新款理想ONE的售价。据悉，新车疑似售价区间为35-36万元左右。此外，新车有望在近期正式亮相。</p><p><img src=\"https://static.tigerbbs.com/bd5eacc602c2d64bd7af91ee09255d0b\" tg-width=\"650\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/51ee5a32a35ba1e5417b05d0af5fd342\" tg-width=\"650\" tg-height=\"529\" referrerpolicy=\"no-referrer\"></p><p>结合此前网络消息来看，新车的推出主要针对外观设计以及内部配置进行了调整。造型上，新车依旧会延续品牌车型的家族化设计语言，车头上会配备尺寸较大的进气格栅，内部还用网格状造型进行搭配。车头两侧，还有LED光源组成的头灯进行加持，带来不错的辨识度。</p><p><img src=\"https://static.tigerbbs.com/12c0720a12d4f84bb68d93291de9921f\" tg-width=\"650\" tg-height=\"488\" referrerpolicy=\"no-referrer\"></p><p>配置部分，新车将主要针对车机系统进行升级，并会融入诸多实用的配置，提升该车的性价比。动力系统上，新车预计将延续现款车型的动力总成。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101217229","content_text":"5月2日，理想汽车公布了4月交付数据。理想ONE在4月交付5539辆，同比2020年4月增长111.3%。截至4月底，理想汽车累计新车交付量51715辆。截至4月30日，理想汽车在全国已有73家零售中心，覆盖53个城市；售后维修中心及授权钣喷中心143家，覆盖105个城市。相关阅读：新款理想ONE疑似售价曝光 预计售价区间35-36万元左右日前，行车视线从网络渠道获得了疑似新款理想ONE的售价。据悉，新车疑似售价区间为35-36万元左右。此外，新车有望在近期正式亮相。结合此前网络消息来看，新车的推出主要针对外观设计以及内部配置进行了调整。造型上，新车依旧会延续品牌车型的家族化设计语言，车头上会配备尺寸较大的进气格栅，内部还用网格状造型进行搭配。车头两侧，还有LED光源组成的头灯进行加持，带来不错的辨识度。配置部分，新车将主要针对车机系统进行升级，并会融入诸多实用的配置，提升该车的性价比。动力系统上，新车预计将延续现款车型的动力总成。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359793242,"gmtCreate":1616422720886,"gmtModify":1616423021112,"author":{"id":"3540823991002944","authorId":"3540823991002944","name":"云天飞翼","avatar":"https://static.tigerbbs.com/2c8fd191d90b9808bcbd6a01678992c9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"牛逼","listText":"牛逼","text":"牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359793242","repostId":"2121713121","repostType":2,"repost":{"id":"2121713121","pubTimestamp":1616374682,"share":"https://www.laohu8.com/m/news/2121713121?lang=&edition=full","pubTime":"2021-03-22 08:58","market":"us","language":"zh","title":"北京蔚来能源与首发工贸达成战略合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2121713121","media":"爱卡汽车","summary":"日前，爱卡汽车获悉，北京蔚来能源与北京市首发工贸有限责任公司达成了一项五年战略合作。首发工贸隶属北京市首都公路发展集团，京藏、京港澳、京承高速公路都是首发工贸的管理范围。2018年，北京蔚来能源在马驹桥服务区落地了蔚来全国首个高速服务区换电站的试点项目，此次签约是北京蔚来能源与首发工贸的全面合作升级。","content":"<html><body><article><p>日前，爱卡汽车获悉，北京<a href=\"https://laohu8.com/S/NIO\">蔚来</a>能源与北京市首发工贸有限责任公司达成了一项五年战略合作。双方将共同开启首都高速换电站建设，在能源补给布局、新能源汽车普及、首都人民高速出行服务提升等领域进行合作。</p><p>首发工贸隶属北京市首都公路发展集团，京藏、京港澳、京承高速公路都是首发工贸的管理范围。今年《政府工作报告》中提出2021年发展目标和重点工作，包括“扎实做好碳达峰、碳中和各项工作”“增加停车场、充电桩、换电站等设施”。长期以来，蔚来一直积极致力于新能源充换电基础设施布局。</p><p>2018年，北京蔚来能源在马驹桥服务区落地了蔚来全国首个高速服务区换电站的试点项目，此次签约是北京蔚来能源与首发工贸的全面合作升级。接下来，双方将计划推进G1京哈高速、G4京港澳高速、G6京藏高速、京承高速等高速服务区的换电站及配套设施，进一步完善蔚来用户的城际出行补能版图。文章来源：爱卡汽车文章作者：奚筱林原标题：北京蔚来能源与首发工贸达成战略合作</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>北京蔚来能源与首发工贸达成战略合作</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n北京蔚来能源与首发工贸达成战略合作\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 08:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103221625537c080792&s=b><strong>爱卡汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>日前，爱卡汽车获悉，北京蔚来能源与北京市首发工贸有限责任公司达成了一项五年战略合作。双方将共同开启首都高速换电站建设，在能源补给布局、新能源汽车普及、首都人民高速出行服务提升等领域进行合作。首发工贸隶属北京市首都公路发展集团，京藏、京港澳、京承高速公路都是首发工贸的管理范围。今年《政府工作报告》中提出2021年发展目标和重点工作，包括“扎实做好碳达峰、碳中和各项工作”“增加停车场、充电桩、换电站等...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103221625537c080792&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/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"159945":"能源","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103221625537c080792&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2121713121","content_text":"日前，爱卡汽车获悉，北京蔚来能源与北京市首发工贸有限责任公司达成了一项五年战略合作。双方将共同开启首都高速换电站建设，在能源补给布局、新能源汽车普及、首都人民高速出行服务提升等领域进行合作。首发工贸隶属北京市首都公路发展集团，京藏、京港澳、京承高速公路都是首发工贸的管理范围。今年《政府工作报告》中提出2021年发展目标和重点工作，包括“扎实做好碳达峰、碳中和各项工作”“增加停车场、充电桩、换电站等设施”。长期以来，蔚来一直积极致力于新能源充换电基础设施布局。2018年，北京蔚来能源在马驹桥服务区落地了蔚来全国首个高速服务区换电站的试点项目，此次签约是北京蔚来能源与首发工贸的全面合作升级。接下来，双方将计划推进G1京哈高速、G4京港澳高速、G6京藏高速、京承高速等高速服务区的换电站及配套设施，进一步完善蔚来用户的城际出行补能版图。文章来源：爱卡汽车文章作者：奚筱林原标题：北京蔚来能源与首发工贸达成战略合作","news_type":1},"isVote":1,"tweetType":1,"viewCount":1365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318335074,"gmtCreate":1611843843998,"gmtModify":1703754806050,"author":{"id":"3540823991002944","authorId":"3540823991002944","name":"云天飞翼","avatar":"https://static.tigerbbs.com/2c8fd191d90b9808bcbd6a01678992c9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>挺精彩","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>挺精彩","text":"$游戏驿站(GME)$挺精彩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318335074","isVote":1,"tweetType":1,"viewCount":1183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313793611,"gmtCreate":1611749513933,"gmtModify":1703753020851,"author":{"id":"3540823991002944","authorId":"3540823991002944","name":"云天飞翼","avatar":"https://static.tigerbbs.com/2c8fd191d90b9808bcbd6a01678992c9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"目前自动驾驶还不成熟，只能做辅助，要随时做好接手的准备！","listText":"目前自动驾驶还不成熟，只能做辅助，要随时做好接手的准备！","text":"目前自动驾驶还不成熟，只能做辅助，要随时做好接手的准备！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313793611","repostId":"2106400821","repostType":2,"repost":{"id":"2106400821","pubTimestamp":1611716393,"share":"https://www.laohu8.com/m/news/2106400821?lang=&edition=full","pubTime":"2021-01-27 10:59","market":"hk","language":"zh","title":"蔚来ES8高速撞飞五菱宏光 网友质疑主动刹车没起作用","url":"https://stock-news.laohu8.com/highlight/detail?id=2106400821","media":"贾征","summary":"虽然说真正的自动驾驶还很遥远，但是目前已经获得广泛应用的ACC自适应巡航，以及紧急制动功能可以极大的提升行车的安全性。近日发生了一起蔚来ES8高速撞飞五菱宏光事件，网友质疑主动刹车没起作用，也因此产生了一些关于是否应该以来主动安全配置的讨论。蔚来ES8受损严重...","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0A/0F/ChMkKWAQ2b2IPTA4AAEcdigyKz8AAI-EwGceqQAARyO021.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p>虽然说真正的自动驾驶还很遥远，但是目前已经获得广泛应用的ACC自适应巡航，以及紧急制动功能可以极大的提升行车的安全性。近日发生了一起<a href=\"https://laohu8.com/S/NIO\">蔚来</a>ES8高速撞飞五菱宏光事件，网友质疑主动刹车没起作用，也因此产生了一些关于是否应该以来主动安全配置的讨论。</p><p><span></span><img height=\"394\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0A/0F/ChMkKWAQ2b2IPTA4AAEcdigyKz8AAI-EwGceqQAARyO021.jpg\" width=\"600\"/><strong>蔚来ES8受损严重A柱完好</strong></p><p>事件发生在1月25日，一辆蔚来ES8在G15沈海高速上发生一起追尾事故。事故的起因是一辆五菱宏光因为故障趴窝在高速最内车道。车主在车辆发生故障后刚要去车辆后方放置三角警示牌，却被后方驶来的蔚来ES8撞到，索性事故没有造成人员伤亡，但车损较重。</p><p>蔚来ES8撞击的位置刚好属于25%正面偏置碰撞的位置，也算是经历了一场实际事故的碰撞测试了。不过目前尚且无法明确当时的车速，但是在高速上巡航形势大概率时速不低。可见未来ES8碰撞后A柱完好，气囊气帘全开，可见其安全性还是有保障的。</p><p><img height=\"378\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0A/0F/ChMkKmAQ2b-IYqvGABfJE2WjixoAAI-EwGrMVcAF8kr588.gif\" width=\"380\"/><strong>记录仪画面</strong></p><p>过往司机上传的手机拍摄视频显示，蔚来ES8主驾侧撞向了道路护栏，左侧车轮脱落，车头部位损毁严重。这辆五菱宏光车损严重，车辆被撞出30米远，整个尾部被完全撞瘪，尾部也溃缩到了车辆B柱附近。幸运的是后排没有乘客，否则后果不堪设想。</p><p><img height=\"387\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0A/0F/ChMkKWAQ2buIQwtDAAEcX6_7kkoAAI-EwGLzMQAARx3376.jpg\" width=\"600\"/><strong>蔚来ES8气囊气帘全开</strong></p><p>从新车记录仪上的画面回放来看，当时这辆蔚来ES8正处于高速巡航阶段，面对向后方摆放三角架的司机，和车道前方抛锚的五菱宏光，ES8的自动紧急制动系统并没有对车辆采取任何制动措施，结果导致行人严重受伤，车辆严重受损的交通事故。</p><p><img height=\"393\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0A/0F/ChMkKWAQ2buIeiV2AADrRX3ssPIAAI-EwGK4WcAAOtd836.jpg\" width=\"600\"/><strong>事故并无明人员伤亡</strong></p><p>不过从行车记录仪的画面来看，停驶的五菱宏光更偏向于中央隔离带位置，并未在道路中央，而且是停止状态。此前有不少车辆测试主动刹车针对完全停止的物体没有很好的效果。至于该起事故是否由主动刹车失效导致，目前尚无定论，蔚来方面也没有进行回应。</p><p>交通事故判定责任和故障比较复杂，因此目前仅从现有画面我们很难下定论。但是明确可见的是蔚来ES8侧面气囊、头部气帘和主副驾安全气囊，均及时起爆，减轻了驾乘人员遭受的冲击。毕竟是高速巡航时状态的直接撞击，没有人员伤亡已经是最大的万幸。</p><p>不过主动刹车是否失效并非问题的关键，驾驶员要观察路况安全驾驶时应尽的责任，不能完全依赖主动安全配置，更不能把责任甩给车辆，您说呢？</p><p>本文属于原创文章，如若转载，请注明来源：蔚来ES8高速撞飞五菱宏光 网友质疑主动刹车没起作用http://news.zol.com.cn/761/7616463.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>\n<span itemprop=\"url\">http://news.zol.com.cn/761/7616463.html</span>\n<span itemprop=\"indexUrl\">news.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">http://news.zol.com.cn/761/7616463.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">1780</span>\n<span itemprop=\"description\">虽然说真正的自动驾驶还很遥远，但是目前已经获得广泛应用的ACC自适应巡航，以及紧急制动功能可以极大的提升行车的安全性。近日发生了一起蔚来ES8高速撞飞五菱宏光事件，网友质疑主动刹车没起作用，也因此产生了一些关于是否应该以来主动安全配置的讨论。蔚来ES8受损严重...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","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ES8高速撞飞五菱宏光 网友质疑主动刹车没起作用</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ES8高速撞飞五菱宏光 网友质疑主动刹车没起作用\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-27 10:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://news.zol.com.cn/761/7616463.html><strong>贾征</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>虽然说真正的自动驾驶还很遥远，但是目前已经获得广泛应用的ACC自适应巡航，以及紧急制动功能可以极大的提升行车的安全性。近日发生了一起蔚来ES8高速撞飞五菱宏光事件，网友质疑主动刹车没起作用，也因此产生了一些关于是否应该以来主动安全配置的讨论。蔚来ES8受损严重A柱完好事件发生在1月25日，一辆蔚来ES8在G15沈海高速上发生一起追尾事故。事故的起因是一辆五菱宏光因为故障趴窝在高速最内车道。车主在...</p>\n\n<a href=\"http://news.zol.com.cn/761/7616463.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"NIO":"蔚来"},"source_url":"http://news.zol.com.cn/761/7616463.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2106400821","content_text":"虽然说真正的自动驾驶还很遥远，但是目前已经获得广泛应用的ACC自适应巡航，以及紧急制动功能可以极大的提升行车的安全性。近日发生了一起蔚来ES8高速撞飞五菱宏光事件，网友质疑主动刹车没起作用，也因此产生了一些关于是否应该以来主动安全配置的讨论。蔚来ES8受损严重A柱完好事件发生在1月25日，一辆蔚来ES8在G15沈海高速上发生一起追尾事故。事故的起因是一辆五菱宏光因为故障趴窝在高速最内车道。车主在车辆发生故障后刚要去车辆后方放置三角警示牌，却被后方驶来的蔚来ES8撞到，索性事故没有造成人员伤亡，但车损较重。蔚来ES8撞击的位置刚好属于25%正面偏置碰撞的位置，也算是经历了一场实际事故的碰撞测试了。不过目前尚且无法明确当时的车速，但是在高速上巡航形势大概率时速不低。可见未来ES8碰撞后A柱完好，气囊气帘全开，可见其安全性还是有保障的。记录仪画面过往司机上传的手机拍摄视频显示，蔚来ES8主驾侧撞向了道路护栏，左侧车轮脱落，车头部位损毁严重。这辆五菱宏光车损严重，车辆被撞出30米远，整个尾部被完全撞瘪，尾部也溃缩到了车辆B柱附近。幸运的是后排没有乘客，否则后果不堪设想。蔚来ES8气囊气帘全开从新车记录仪上的画面回放来看，当时这辆蔚来ES8正处于高速巡航阶段，面对向后方摆放三角架的司机，和车道前方抛锚的五菱宏光，ES8的自动紧急制动系统并没有对车辆采取任何制动措施，结果导致行人严重受伤，车辆严重受损的交通事故。事故并无明人员伤亡不过从行车记录仪的画面来看，停驶的五菱宏光更偏向于中央隔离带位置，并未在道路中央，而且是停止状态。此前有不少车辆测试主动刹车针对完全停止的物体没有很好的效果。至于该起事故是否由主动刹车失效导致，目前尚无定论，蔚来方面也没有进行回应。交通事故判定责任和故障比较复杂，因此目前仅从现有画面我们很难下定论。但是明确可见的是蔚来ES8侧面气囊、头部气帘和主副驾安全气囊，均及时起爆，减轻了驾乘人员遭受的冲击。毕竟是高速巡航时状态的直接撞击，没有人员伤亡已经是最大的万幸。不过主动刹车是否失效并非问题的关键，驾驶员要观察路况安全驾驶时应尽的责任，不能完全依赖主动安全配置，更不能把责任甩给车辆，您说呢？本文属于原创文章，如若转载，请注明来源：蔚来ES8高速撞飞五菱宏光 网友质疑主动刹车没起作用http://news.zol.com.cn/761/7616463.html\n\nhttp://news.zol.com.cn/761/7616463.html\nnews.zol.com.cn\ntrue\n中关村在线\nhttp://news.zol.com.cn/761/7616463.html\nreport\n1780\n虽然说真正的自动驾驶还很遥远，但是目前已经获得广泛应用的ACC自适应巡航，以及紧急制动功能可以极大的提升行车的安全性。近日发生了一起蔚来ES8高速撞飞五菱宏光事件，网友质疑主动刹车没起作用，也因此产生了一些关于是否应该以来主动安全配置的讨论。蔚来ES8受损严重...","news_type":1},"isVote":1,"tweetType":1,"viewCount":1362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310214219,"gmtCreate":1611328932131,"gmtModify":1703749845866,"author":{"id":"3540823991002944","authorId":"3540823991002944","name":"云天飞翼","avatar":"https://static.tigerbbs.com/2c8fd191d90b9808bcbd6a01678992c9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>来吧展示","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>来吧展示","text":"$蔚来(NIO)$来吧展示","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310214219","isVote":1,"tweetType":1,"viewCount":1236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395477837,"gmtCreate":1607740061829,"gmtModify":1703849746002,"author":{"id":"3540823991002944","authorId":"3540823991002944","name":"云天飞翼","avatar":"https://static.tigerbbs.com/2c8fd191d90b9808bcbd6a01678992c9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"蔚来前几次增发股价低，没弄到多少钱","listText":"蔚来前几次增发股价低，没弄到多少钱","text":"蔚来前几次增发股价低，没弄到多少钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395477837","repostId":"1188062150","repostType":2,"repost":{"id":"1188062150","pubTimestamp":1607682574,"share":"https://www.laohu8.com/m/news/1188062150?lang=&edition=full","pubTime":"2020-12-11 18:29","market":"us","language":"zh","title":"增发、增发、增发，“新造车三兄弟”集体向钱看","url":"https://stock-news.laohu8.com/highlight/detail?id=1188062150","media":"未来汽车日报","summary":"新造车的资本军备赛已悄然打响。","content":"<p>文&nbsp;|吴晓宇</p>\n<p>新造车的资本军备赛已悄然打响。</p>\n<p>继理想、小鹏之后，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>官方也宣布了募资的消息。美国东部时间12月10日，蔚来汽车宣布，计划公开发行6000万股美国存托股份（ADS），其中每ADS代表一股A类普通股。</p>\n<p>蔚来称，承销商拥有30天的选择权，可购买总计不超过900万股额外的ADS。大摩和中金香港将担任本次发行的承销商。在本次发行所筹款项约60%将用于新产品与下一代自动驾驶技术的研发；约30%用于销售、服务网络扩张与市场渗透；剩余约10%用于一般企业用途。</p>\n<p>10天前，同样在美股上市的理想和小鹏曾相继发布募资消息，不过，这两家新造车所发行的ADS数量均少于蔚来汽车。</p>\n<p>12月2日，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>发布公告，拟增发4700万份ADS，净筹资额约为16.020亿美元，如果承销商行使超额配售选择权，将筹资约18.405亿美元。</p>\n<p>12月9日，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>宣布增发4800万美国股票的定价存托股票，定价45美元/ADS，拟募资21.6亿美元，扣除承销折扣、佣金和应付的其他发行费用之前，此次发行的总收益约为22亿美元。</p>\n<p>理想表示，约30%的募资将用于新一代电动汽车技术的研发，包括高压平台、高充放电率电池和超快充电；约20%用于下一代BEV平台和未来车型的研发；约20%用于自动驾驶技术和解决方案的研发；余额用于公司一般用途。</p>\n<p>小鹏的募资用途与蔚来、理想相似。官方信息显示，所募资金主要用于4个领域。其中30%将用于研究和开发<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车以及软件、硬件和数据技术；另30%用于销售和市场推广、服务渠道的拓展、超级充电网络的构建，以及拓展国际市场；还有20%将用于智能电动汽车核心技术的潜在投资；余下的20%将用于公司一般用途。</p>\n<p>可以看到，“新造车三剑客”不约而同将募集资金的50%以上投入到技术研发领域，包括自动驾驶技术和解决方案（蔚来、理想），高压平台、高充放电率电池和超快充电（理想），数据技术等。</p>\n<p>比拼技术，尤其是自动驾驶技术，或许是下一阶段“新造车三兄弟”之间拉开差距的关键点。</p>\n<p>今年三季度以来，三家头部造车新势力的毛利率集体转正，告别了“卖一辆亏一辆”的窘境。</p>\n<p>三季报显示，蔚来综合毛利率成功实现了两位数增长，达12.9%，比去年 Q4 财报预计的时间提前了一个季度。理想的综合毛利率在三兄弟中位列首位，达19.8%，向<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>25%的毛利率逼近。小鹏毛利率也成功转正，达4.6%。</p>\n<p><img src=\"https://static.tigerbbs.com/993b2d631be5201171dcb78139913abe\" tg-width=\"550\" tg-height=\"423\">未来汽车日报制图</p>\n<p>随着毛利率转正，三家新造车的资金也不再捉襟见肘。</p>\n<p>第三季度财报显示，截至2020年三季度末，蔚来的现金流储备为222亿元，小鹏和理想的现金流储备分别为199.98亿元和189.16亿元。</p>\n<p>现金储备不相上下，销量比拼也日渐胶着。</p>\n<p>官方数据显示，今年11月，蔚来交付量达5291辆，位列新造车第一梯队第一。理想、小鹏分列第二、第三，且二者交付量差距很小，理想交付量为4646辆，小鹏交付量为4224辆，两者仅相差422辆。今年前11个月，蔚来、理想、小鹏的交付量分别为36721辆、26498辆和21341辆。</p>\n<p>眼看着差距缩小，新造车三强都在寻找新的增长点。自动驾驶成为未来发展的重点。</p>\n<p>“最近，蔚来增加了数据和算法团队的人数”，蔚来创始人李斌在三季度财报电话会议中透露。今年8月，蔚来将自动驾驶公司Momenta原研发总监任少卿收入麾下。11月，前OPPO硬件总监、小米芯片和前瞻研究部门总经理白剑加盟蔚来，担任硬件<a href=\"https://laohu8.com/S/VP..UK\">VP</a>，直接向李斌汇报。</p>\n<p>8月31日，蔚来曾宣布新一轮增发计划，总融资额超17亿美元，所募集资金部分用于自动驾驶技术的研发。今年 9 月，蔚来推出了基于高精度地图的NOP领航辅助系统。</p>\n<p>李斌还透露，在今年NIO Day蔚来将发布基于第二代自动驾驶技术平台NT 2.0打造的轿车。</p>\n<p>理想则表示，目前，已经将自有软件算法集成到Nvidia平台进行道路测试。到2021年上半年，理想的自动驾驶团队规模将扩大3倍。2022年，理想将推出全新的车辆架构，可以实现ECU、硬件传感器升级，以此逐步实现L4级自动驾驶。</p>\n<p>小鹏P7已搭载了<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>Xavier自动驾驶芯片，并且配备了丰富的感知硬件。在2020广州车展上，小鹏宣布，将从2021年生产的量产车型开始升级自动驾驶软件和硬件系统，并采用激光雷达技术提高性能。</p>","source":"WLQC","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>增发、增发、增发，“新造车三兄弟”集体向钱看</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; 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}\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增发、增发、增发，“新造车三兄弟”集体向钱看\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-11 18:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://auto-time.36kr.com/p/1006115863838214><strong>未来汽车日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文 |吴晓宇\n新造车的资本军备赛已悄然打响。\n继理想、小鹏之后，蔚来官方也宣布了募资的消息。美国东部时间12月10日，蔚来汽车宣布，计划公开发行6000万股美国存托股份（ADS），其中每ADS代表一股A类普通股。\n蔚来称，承销商拥有30天的选择权，可购买总计不超过900万股额外的ADS。大摩和中金香港将担任本次发行的承销商。在本次发行所筹款项约60%将用于新产品与下一代自动驾驶技术的研发；约30%...</p>\n\n<a href=\"https://auto-time.36kr.com/p/1006115863838214\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca6cb7d9a6c783fd95837e03636c652a","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来","LI":"理想汽车"},"source_url":"https://auto-time.36kr.com/p/1006115863838214","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188062150","content_text":"文 |吴晓宇\n新造车的资本军备赛已悄然打响。\n继理想、小鹏之后，蔚来官方也宣布了募资的消息。美国东部时间12月10日，蔚来汽车宣布，计划公开发行6000万股美国存托股份（ADS），其中每ADS代表一股A类普通股。\n蔚来称，承销商拥有30天的选择权，可购买总计不超过900万股额外的ADS。大摩和中金香港将担任本次发行的承销商。在本次发行所筹款项约60%将用于新产品与下一代自动驾驶技术的研发；约30%用于销售、服务网络扩张与市场渗透；剩余约10%用于一般企业用途。\n10天前，同样在美股上市的理想和小鹏曾相继发布募资消息，不过，这两家新造车所发行的ADS数量均少于蔚来汽车。\n12月2日，理想汽车发布公告，拟增发4700万份ADS，净筹资额约为16.020亿美元，如果承销商行使超额配售选择权，将筹资约18.405亿美元。\n12月9日，小鹏汽车宣布增发4800万美国股票的定价存托股票，定价45美元/ADS，拟募资21.6亿美元，扣除承销折扣、佣金和应付的其他发行费用之前，此次发行的总收益约为22亿美元。\n理想表示，约30%的募资将用于新一代电动汽车技术的研发，包括高压平台、高充放电率电池和超快充电；约20%用于下一代BEV平台和未来车型的研发；约20%用于自动驾驶技术和解决方案的研发；余额用于公司一般用途。\n小鹏的募资用途与蔚来、理想相似。官方信息显示，所募资金主要用于4个领域。其中30%将用于研究和开发智能电动汽车以及软件、硬件和数据技术；另30%用于销售和市场推广、服务渠道的拓展、超级充电网络的构建，以及拓展国际市场；还有20%将用于智能电动汽车核心技术的潜在投资；余下的20%将用于公司一般用途。\n可以看到，“新造车三剑客”不约而同将募集资金的50%以上投入到技术研发领域，包括自动驾驶技术和解决方案（蔚来、理想），高压平台、高充放电率电池和超快充电（理想），数据技术等。\n比拼技术，尤其是自动驾驶技术，或许是下一阶段“新造车三兄弟”之间拉开差距的关键点。\n今年三季度以来，三家头部造车新势力的毛利率集体转正，告别了“卖一辆亏一辆”的窘境。\n三季报显示，蔚来综合毛利率成功实现了两位数增长，达12.9%，比去年 Q4 财报预计的时间提前了一个季度。理想的综合毛利率在三兄弟中位列首位，达19.8%，向特斯拉25%的毛利率逼近。小鹏毛利率也成功转正，达4.6%。\n未来汽车日报制图\n随着毛利率转正，三家新造车的资金也不再捉襟见肘。\n第三季度财报显示，截至2020年三季度末，蔚来的现金流储备为222亿元，小鹏和理想的现金流储备分别为199.98亿元和189.16亿元。\n现金储备不相上下，销量比拼也日渐胶着。\n官方数据显示，今年11月，蔚来交付量达5291辆，位列新造车第一梯队第一。理想、小鹏分列第二、第三，且二者交付量差距很小，理想交付量为4646辆，小鹏交付量为4224辆，两者仅相差422辆。今年前11个月，蔚来、理想、小鹏的交付量分别为36721辆、26498辆和21341辆。\n眼看着差距缩小，新造车三强都在寻找新的增长点。自动驾驶成为未来发展的重点。\n“最近，蔚来增加了数据和算法团队的人数”，蔚来创始人李斌在三季度财报电话会议中透露。今年8月，蔚来将自动驾驶公司Momenta原研发总监任少卿收入麾下。11月，前OPPO硬件总监、小米芯片和前瞻研究部门总经理白剑加盟蔚来，担任硬件VP，直接向李斌汇报。\n8月31日，蔚来曾宣布新一轮增发计划，总融资额超17亿美元，所募集资金部分用于自动驾驶技术的研发。今年 9 月，蔚来推出了基于高精度地图的NOP领航辅助系统。\n李斌还透露，在今年NIO Day蔚来将发布基于第二代自动驾驶技术平台NT 2.0打造的轿车。\n理想则表示，目前，已经将自有软件算法集成到Nvidia平台进行道路测试。到2021年上半年，理想的自动驾驶团队规模将扩大3倍。2022年，理想将推出全新的车辆架构，可以实现ECU、硬件传感器升级，以此逐步实现L4级自动驾驶。\n小鹏P7已搭载了英伟达Xavier自动驾驶芯片，并且配备了丰富的感知硬件。在2020广州车展上，小鹏宣布，将从2021年生产的量产车型开始升级自动驾驶软件和硬件系统，并采用激光雷达技术提高性能。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391388273,"gmtCreate":1606487887092,"gmtModify":1703843344508,"author":{"id":"3540823991002944","authorId":"3540823991002944","name":"云天飞翼","avatar":"https://static.tigerbbs.com/2c8fd191d90b9808bcbd6a01678992c9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>能创新高么","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>能创新高么","text":"$蔚来(NIO)$能创新高么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391388273","isVote":1,"tweetType":1,"viewCount":1259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393239114,"gmtCreate":1606311106838,"gmtModify":1703842477334,"author":{"id":"3540823991002944","authorId":"3540823991002944","name":"云天飞翼","avatar":"https://static.tigerbbs.com/2c8fd191d90b9808bcbd6a01678992c9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>可以抄底了么","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>可以抄底了么","text":"$蔚来(NIO)$可以抄底了么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/393239114","isVote":1,"tweetType":1,"viewCount":1569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390774921,"gmtCreate":1605877532963,"gmtModify":1703840220990,"author":{"id":"3540823991002944","authorId":"3540823991002944","name":"云天飞翼","avatar":"https://static.tigerbbs.com/2c8fd191d90b9808bcbd6a01678992c9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>请开始你的表演！","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>请开始你的表演！","text":"$蔚来(NIO)$请开始你的表演！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390774921","isVote":1,"tweetType":1,"viewCount":1699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390667415,"gmtCreate":1605790376337,"gmtModify":1703839609188,"author":{"id":"3540823991002944","authorId":"3540823991002944","name":"云天飞翼","avatar":"https://static.tigerbbs.com/2c8fd191d90b9808bcbd6a01678992c9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"利好","listText":"利好","text":"利好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390667415","repostId":"2084479536","repostType":2,"isVote":1,"tweetType":1,"viewCount":1128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390053160,"gmtCreate":1605677483350,"gmtModify":1703838935020,"author":{"id":"3540823991002944","authorId":"3540823991002944","name":"云天飞翼","avatar":"https://static.tigerbbs.com/2c8fd191d90b9808bcbd6a01678992c9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"口若悬河，侃侃而谈[开心]&nbsp;","listText":"口若悬河，侃侃而谈[开心]&nbsp;","text":"口若悬河，侃侃而谈[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390053160","repostId":"2084417197","repostType":2,"repost":{"id":"2084417197","pubTimestamp":1605666900,"share":"https://www.laohu8.com/m/news/2084417197?lang=&edition=full","pubTime":"2020-11-18 10:35","market":"us","language":"zh","title":"蔚来财报电话会议实录：李斌称短期内不会考虑融资","url":"https://stock-news.laohu8.com/highlight/detail?id=2084417197","media":"腾讯科技","summary":"腾讯科技讯 蔚来于周二美股盘后发布2020 年第三季度财报。单车销售及综合管理费用同比下降68.2%，体系化效率显著提升。蔚来创始人兼CEO李斌、蔚来CFO奉玮出席了财报电话会议，并现场回答了分析师提问。以下为财报电话会议实录：摩根士丹利分析师：今年的蔚来汽车新车型发布和电池计划的进程，除了第四款车型之外，在研发方面的侧重项目和预计投资金额？","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20201118115953980v2352zahnn56ofk\"/><p><a href=\"https://laohu8.com/S/00700\">腾讯</a>科技讯 <a href=\"https://laohu8.com/S/NIO\">蔚来</a>于周二美股盘后发布2020 年第三季度财报。数据显示，蔚来三季度总营收达45.26亿元，汽车销售毛利率14.5%，综合毛利率12.9%。单车销售及综合管理费用同比下降68.2%，体系化效率显著提升。</p><p>蔚来创始人兼CEO李斌、蔚来CFO奉玮出席了财报电话会议，并现场回答了分析师提问。</p><p><strong>以下为财报电话会议实录：</strong></p><p><strong><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a></strong><strong>分析师：今年的蔚来汽车新车型发布和电池计划的进程，除了第四款车型之外，在研发方面的侧重项目和预计投资金额？刚刚发布了100度电池包，市场反馈和转换率如何？</strong></p><p><strong>李斌：</strong>从技术方面讲，我们的核心是 NP2，这是行业领先的自动驾驶系统，还有很多别的更新和进展。从车型的角度讲，我们现在有3款量产的SUV车型，现在即将发布的轿车, 是NP2的第一款轿车，我们现在也有别的车型处在研发的过程中，接下来还会发布两款新车，在这两款发布后，我们的产品布局会更完整，这是有关于产品研发的回答。</p><p>BaaS（Battery as a Service，即买车租电池）的转化率方面，从8月我们上线了BaaS之后，每个星期我们都看到了转化率的上升，到11月，新增订单的BaaS转化率达到了35%，比我们预期的要快很多。从交付的角度看，转化率相比起新增订单有些延迟，整体来看，新增订单的BaaS转化率一直在提高。</p><p>用户逐渐认识到了BaaS所带来的好处，不仅降低了购车门槛，减少了用户关于电池衰减的顾虑，我们还提供灵活的升级服务，这个方案和我们的目标是一致的，主要是促进更多的汽油车用户的转换，在我们的100度电池发布之后，BaaS的竞争力也会不断凸显，随着时间推移，用户会更加了解BaaS，长期来看，BaaS的转化率会逐渐上升。</p><p><strong>美银美林分析师：二季度到三季度的毛利率出现了上升，主要的因素有哪些？本季度的<span>毛利</span>上升是否有来自于销售积分方面的贡献？非车辆业务部分的毛利相较于上个季度有所下降，长期来看的走势会不会持续往下？</strong></p><p><strong>奉玮：</strong>主要的贡献因素有以下几点，第一，每车辆的平均销售价格上升了1万元人民币，主要因素是三季度销售了更多的ES8车型。第二，电池包和EDS的成本下降。来自于销售积分的营收，四季度我们收到了1亿2千万的销售营收，我们把这个部分作为四季度的营收而非三季度的。</p><p>我们还会继续推动服务毛利的增长，整个趋势在将来还是利好的。</p><p><strong>李斌：</strong>其他服务的毛利方面，我们相信，随着保有量的增加，我们会持续地作出优化，因为其他销售收入会随着规模效应而逐渐增长，二季度到三季度只是小的变化，长期来看我们还是非常有信心的。</p><p><strong>美银美林分析师：我还有另外一个问题有关于ASP和电池，根据公司的指引，我们可以看到四季度的ASP相比起三季度上升1.2-1.3万人民币，四季度的ASP上升是否是受到了交付量增多的影响？与100度电池包的上线有关系吗？换电站的增多是否促进了交易量的增加？消费者选择100度和70度电池包的比例大概是怎样的？</strong></p><p><strong>李斌：</strong>根据我们的收入指引来看，这忽略掉了其他收入的增长，四季度的双积分的收入会把其他收入也拉高，所以我们的指引并不把ASP的提高作为目标，所以按照订单量来看，四季度的ASP和三季度的水平会保持一致。四季度我们刚刚开始了100度电的交付，这不会对ASP产生很大的影响，我们对于毛利率的增长还是很有信心的。</p><p><strong><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>分析师：我的问题有关于毛利率和新产品。电池贴息的取消会影响毛利率吗？江淮的规模效应还有帮助吗？BaaS使用的增加对毛利的影响？100度电池包对毛利的影响？双积分是否会计入新车的毛利率？三季度有一次性因素的影响吗？接下来的两款新产品都是轿车，一般来说价格更低，毛利更低，ES8之后会不会推ES9这种更大型的、毛利高的SUV？</strong></p><p><strong>奉玮：</strong>补贴方面，我们三季度发布上一款产品时，减少了补贴，产生了一定的影响。第二，规模经济方面，三季度的产能是12000台。我们在9月也投资增加了产能，成本下降。</p><p><strong>李斌：</strong>补充一点，长期来讲，生产量不断增加，我们的成本会继续有所下降，三季度的贡献比起二季度多，长期来看，也有下降的空间，但是也不会很多了。</p><p>BaaS方面，公司会把电池分别销售给电池<span>资产</span>公司和用户，同步计算收入，不影响整车毛利，但是长期来看，我们提供的电池升级服务会创造非整车毛利，所以整车毛利不会变，但是非整车毛利会上升。</p><p>新车积分我们计入的是其他收入，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>计入整车毛利，我们计入整车以外毛利。</p><p>关于新产品布局方面，我们有完整的市场计划，我们的策略是ES8先进入中大型SUV，然后进入中型SUV，然后进入轿车，我们会平衡细分市场和量的关系，一些小众市场目前不是重点。</p><p><strong>奉玮：</strong>三季度没有受到实质性一次性因素的影响。</p><p><strong>瑞士信贷分析师：电池包对毛利有影响吗？</strong></p><p><strong>李斌：</strong>100度电池包，用户选择前装，可以提高整车毛利率，但是如果选择了灵活升级服务的话，可以增加其他服务毛利率。100度电会提升整个公司的毛利率，对新车毛利率的增长没有很大帮助，长期来讲，对于其他服务毛利增长是利好的。</p><p>至于更大的电池包，平时，用户使用70度电已经足够，长途出行可以选择租用更大容量，满足少数情况的需求，这是我们的竞争优势。从财务上看，这会增加整体毛利，以后我们每发布一种电池包，都可以针对存量用户有了更多增加收入的可能，这是我们的独特优势。</p><p>100度电和未来的150度电的电池包其实能够增加70度电池包的吸引力，因为这些用户能够有机会进行升级，因为70度就已经能满足日常需求，我认为这会增加70度电池包的竞争力。</p><p><strong>分析师：管理层对于进一步提高产能有怎样的经营计划？下一代的自驾平台，管理层对于芯片和LiDAR有怎样的看法？</strong></p><p><strong>李斌：</strong>我们做的是全供应链产能的提升，不仅仅是工厂的产能，而是要让所有的供应链合作方满足我们的需求，用户订车目前的确是要等一段时间，所以我们会继续加快交付速度，工厂的产能提升一直按照计划在进行，我们也在帮助供应链合作伙伴加快产能的提升，我们很有信心，能够在1月实现全供应链7500台的产能。</p><p>关于NP2芯片的选择是整个行业都很关注的，我们希望能够在将来NIO Day进行说明，现在还为时过早。我们能够确保这是行业最领先的解决方案，在将来几年之内也会是行业领先的。</p><p>至于LiDAR方面，自动驾驶主要有两个评价方向，第一是解放了多少时间，即可用性，第二是防范了多少事故，即可靠性，不管在哪个方面，LiDAR都有积极意义。有可量化的贡献，当然，我们也要与部署成本进行平衡，不管算力发展到什么水平，在不同的场景，LiDAR都有积极的意义，可以降低事故发生的概率，所以，LiDAR是一个重要的技术上的帮助。</p><p>对于一个把用户利益放在第一位的企业，就要找到办法解决成本的问题。</p><p><strong><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师：一月的产能会达到7500台，还增加了Nio House，那么资本支出会怎样变化？自动驾驶技术方面，长期的策略是不是从第三方购买芯片，而背后的算力等则是内部进行？</strong></p><p><strong>奉玮：</strong>绝大部分的资本支出由JAC负责，NIO也会有少量的资本支出，投资销售和服务业务，充电站，但是不会对明年的现金支出有很大的影响。</p><p><strong>李斌：</strong>有关于发展计划和现金支出方面，短期内我们不会考虑融资。</p><p>自动驾驶方面，我们会打造in-house的全栈的能力，我们也具备这样的能力，我们会建设in-house的算法和数据团队，我们的Nio Pilot系统，从2016年就是自主研发的，第一代的芯片和数据绑的很紧，第二代，我们就就具备了全栈的算法能力。</p><p><strong>花旗集团分析师：我的问题是管理层要把一月的产能提升，2月是农历新年，那么整个一季度相比四季度的产能会提升多少，会不会有一些电池供应瓶颈之类的不确定因素？三季度的整车毛利相比起非整车毛利提高了很多，以后几个季度都会保持这样的趋势吗？</strong></p><p><strong>李斌：</strong>现在谈明年一季度的指引还太早了，我们的产能是要满足订单的需求，今年的订单一部分是需要明年一季度的产能来满足的。Nio是强调订单深度，按照订单来生产，别的公司可能强调库存深度，我们想要保障比较好的客户体验，也就是在产能足够时，从订单到交付大概3-4周的时间。这需要一段时间的改进，但是我们还是非常有信心的。</p><p>关于毛利率提升方面，非整车毛利一直低于整车毛利，在过去的几个季度，非整车毛利和整车毛利都出现了增长。另外，双积分计入非整车毛利，今年以来，积分的价值不断凸显，从四季度到明年以及将来，我们会看到积分能够不断促进非整车毛利的增长。</p><p>另外，服务收入和换电站等方面的收入，随着车辆保有量的增加，单车的亏损幅度也会不断收窄，长期来看，我们的电池升级服务，也会帮助非整车毛利的增长，目前一切都是按照我们计划进行的。</p><p>四季度的积分收入是来自于与19年的销售，今年产生的积分预计会是去年的2.5倍，积分的单价也增长了一倍。我们预计，明年的积分会是今年的4-5倍。现在有不少的汽车厂商跟我们接洽想买明年的积分，双积分对于新能源汽车的发展非常重要。</p><p><strong>花旗集团分析师：今年的双积分是否会在明年的四季度入账？NOP的配售率现在是多少，未来展望能达到多少？BaaS的配售率未来能达到多少？</strong></p><p><strong>李斌：</strong>双积分是根据市场的情况和变动来决定入账时间的，我们不会规定具体的某一个季度，这是一个市场决定。BaaS11月到现在，从订单来看，大概是35%，我们也有信心将来会继续增长。NOP的转化率大概是50%，随着它的推出，转化率会进一步上升。</p><p><strong>分析师：第一个问题有关于管理层对于特斯拉Model Y的意见？对于公司有怎样的影响？第二个关于海外计划？有没有大概的时间表？会推出哪些车型？如何招聘本地化的团队？</strong></p><p><strong>李斌：</strong>特斯拉Model Y会是国产的，我认为市场上有更多的产品对于推动整个电动汽车的普及是有利的，特斯拉和我们不同的是，最近出现了多次降价，是一个成本定价的机制，去年年底今年年初第一次降价对我们的订单产生了比较大的影响，但是后面几次降价的影响就很小了，最近一次降价是10月1日，降价10%，而10月我们创下了订单记录。我们的购车价格要比特斯拉多十几万人民币，我们是依靠产品和服务的优势。所以，总体上，Model Y对于市场的影响是正面的。我认为Model Y 和Model 3的竞争会比较大。</p><p>我们的主要竞争对手是油车，高端车的市场大概是几百万量的规模，我们和特斯拉加起来也没有很多，所以，我们认为市场是足够大的。我们对于自己的成长和迎接竞争很有信心。</p><p><strong>奉玮：</strong>我们会在明年的后半年进入欧洲市场，坚持客户至上的理念，会选择本地化的销售和服务团队。</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>蔚来财报电话会议实录：李斌称短期内不会考虑融资</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蔚来财报电话会议实录：李斌称短期内不会考虑融资\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-18 10:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011181159547a38a2c2&s=b><strong>腾讯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯科技讯 蔚来于周二美股盘后发布2020 年第三季度财报。数据显示，蔚来三季度总营收达45.26亿元，汽车销售毛利率14.5%，综合毛利率12.9%。单车销售及综合管理费用同比下降68.2%，体系化效率显著提升。蔚来创始人兼CEO李斌、蔚来CFO奉玮出席了财报电话会议，并现场回答了分析师提问。以下为财报电话会议实录：摩根士丹利分析师：今年的蔚来汽车新车型发布和电池计划的进程，除了第四款车型之外，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011181159547a38a2c2&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/eebab619623966f6e7115434f653b888","relate_stocks":{"BITA":"易车","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011181159547a38a2c2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2084417197","content_text":"腾讯科技讯 蔚来于周二美股盘后发布2020 年第三季度财报。数据显示，蔚来三季度总营收达45.26亿元，汽车销售毛利率14.5%，综合毛利率12.9%。单车销售及综合管理费用同比下降68.2%，体系化效率显著提升。蔚来创始人兼CEO李斌、蔚来CFO奉玮出席了财报电话会议，并现场回答了分析师提问。以下为财报电话会议实录：摩根士丹利分析师：今年的蔚来汽车新车型发布和电池计划的进程，除了第四款车型之外，在研发方面的侧重项目和预计投资金额？刚刚发布了100度电池包，市场反馈和转换率如何？李斌：从技术方面讲，我们的核心是 NP2，这是行业领先的自动驾驶系统，还有很多别的更新和进展。从车型的角度讲，我们现在有3款量产的SUV车型，现在即将发布的轿车, 是NP2的第一款轿车，我们现在也有别的车型处在研发的过程中，接下来还会发布两款新车，在这两款发布后，我们的产品布局会更完整，这是有关于产品研发的回答。BaaS（Battery as a Service，即买车租电池）的转化率方面，从8月我们上线了BaaS之后，每个星期我们都看到了转化率的上升，到11月，新增订单的BaaS转化率达到了35%，比我们预期的要快很多。从交付的角度看，转化率相比起新增订单有些延迟，整体来看，新增订单的BaaS转化率一直在提高。用户逐渐认识到了BaaS所带来的好处，不仅降低了购车门槛，减少了用户关于电池衰减的顾虑，我们还提供灵活的升级服务，这个方案和我们的目标是一致的，主要是促进更多的汽油车用户的转换，在我们的100度电池发布之后，BaaS的竞争力也会不断凸显，随着时间推移，用户会更加了解BaaS，长期来看，BaaS的转化率会逐渐上升。美银美林分析师：二季度到三季度的毛利率出现了上升，主要的因素有哪些？本季度的毛利上升是否有来自于销售积分方面的贡献？非车辆业务部分的毛利相较于上个季度有所下降，长期来看的走势会不会持续往下？奉玮：主要的贡献因素有以下几点，第一，每车辆的平均销售价格上升了1万元人民币，主要因素是三季度销售了更多的ES8车型。第二，电池包和EDS的成本下降。来自于销售积分的营收，四季度我们收到了1亿2千万的销售营收，我们把这个部分作为四季度的营收而非三季度的。我们还会继续推动服务毛利的增长，整个趋势在将来还是利好的。李斌：其他服务的毛利方面，我们相信，随着保有量的增加，我们会持续地作出优化，因为其他销售收入会随着规模效应而逐渐增长，二季度到三季度只是小的变化，长期来看我们还是非常有信心的。美银美林分析师：我还有另外一个问题有关于ASP和电池，根据公司的指引，我们可以看到四季度的ASP相比起三季度上升1.2-1.3万人民币，四季度的ASP上升是否是受到了交付量增多的影响？与100度电池包的上线有关系吗？换电站的增多是否促进了交易量的增加？消费者选择100度和70度电池包的比例大概是怎样的？李斌：根据我们的收入指引来看，这忽略掉了其他收入的增长，四季度的双积分的收入会把其他收入也拉高，所以我们的指引并不把ASP的提高作为目标，所以按照订单量来看，四季度的ASP和三季度的水平会保持一致。四季度我们刚刚开始了100度电的交付，这不会对ASP产生很大的影响，我们对于毛利率的增长还是很有信心的。瑞士信贷分析师：我的问题有关于毛利率和新产品。电池贴息的取消会影响毛利率吗？江淮的规模效应还有帮助吗？BaaS使用的增加对毛利的影响？100度电池包对毛利的影响？双积分是否会计入新车的毛利率？三季度有一次性因素的影响吗？接下来的两款新产品都是轿车，一般来说价格更低，毛利更低，ES8之后会不会推ES9这种更大型的、毛利高的SUV？奉玮：补贴方面，我们三季度发布上一款产品时，减少了补贴，产生了一定的影响。第二，规模经济方面，三季度的产能是12000台。我们在9月也投资增加了产能，成本下降。李斌：补充一点，长期来讲，生产量不断增加，我们的成本会继续有所下降，三季度的贡献比起二季度多，长期来看，也有下降的空间，但是也不会很多了。BaaS方面，公司会把电池分别销售给电池资产公司和用户，同步计算收入，不影响整车毛利，但是长期来看，我们提供的电池升级服务会创造非整车毛利，所以整车毛利不会变，但是非整车毛利会上升。新车积分我们计入的是其他收入，特斯拉计入整车毛利，我们计入整车以外毛利。关于新产品布局方面，我们有完整的市场计划，我们的策略是ES8先进入中大型SUV，然后进入中型SUV，然后进入轿车，我们会平衡细分市场和量的关系，一些小众市场目前不是重点。奉玮：三季度没有受到实质性一次性因素的影响。瑞士信贷分析师：电池包对毛利有影响吗？李斌：100度电池包，用户选择前装，可以提高整车毛利率，但是如果选择了灵活升级服务的话，可以增加其他服务毛利率。100度电会提升整个公司的毛利率，对新车毛利率的增长没有很大帮助，长期来讲，对于其他服务毛利增长是利好的。至于更大的电池包，平时，用户使用70度电已经足够，长途出行可以选择租用更大容量，满足少数情况的需求，这是我们的竞争优势。从财务上看，这会增加整体毛利，以后我们每发布一种电池包，都可以针对存量用户有了更多增加收入的可能，这是我们的独特优势。100度电和未来的150度电的电池包其实能够增加70度电池包的吸引力，因为这些用户能够有机会进行升级，因为70度就已经能满足日常需求，我认为这会增加70度电池包的竞争力。分析师：管理层对于进一步提高产能有怎样的经营计划？下一代的自驾平台，管理层对于芯片和LiDAR有怎样的看法？李斌：我们做的是全供应链产能的提升，不仅仅是工厂的产能，而是要让所有的供应链合作方满足我们的需求，用户订车目前的确是要等一段时间，所以我们会继续加快交付速度，工厂的产能提升一直按照计划在进行，我们也在帮助供应链合作伙伴加快产能的提升，我们很有信心，能够在1月实现全供应链7500台的产能。关于NP2芯片的选择是整个行业都很关注的，我们希望能够在将来NIO Day进行说明，现在还为时过早。我们能够确保这是行业最领先的解决方案，在将来几年之内也会是行业领先的。至于LiDAR方面，自动驾驶主要有两个评价方向，第一是解放了多少时间，即可用性，第二是防范了多少事故，即可靠性，不管在哪个方面，LiDAR都有积极意义。有可量化的贡献，当然，我们也要与部署成本进行平衡，不管算力发展到什么水平，在不同的场景，LiDAR都有积极的意义，可以降低事故发生的概率，所以，LiDAR是一个重要的技术上的帮助。对于一个把用户利益放在第一位的企业，就要找到办法解决成本的问题。摩根大通分析师：一月的产能会达到7500台，还增加了Nio House，那么资本支出会怎样变化？自动驾驶技术方面，长期的策略是不是从第三方购买芯片，而背后的算力等则是内部进行？奉玮：绝大部分的资本支出由JAC负责，NIO也会有少量的资本支出，投资销售和服务业务，充电站，但是不会对明年的现金支出有很大的影响。李斌：有关于发展计划和现金支出方面，短期内我们不会考虑融资。自动驾驶方面，我们会打造in-house的全栈的能力，我们也具备这样的能力，我们会建设in-house的算法和数据团队，我们的Nio Pilot系统，从2016年就是自主研发的，第一代的芯片和数据绑的很紧，第二代，我们就就具备了全栈的算法能力。花旗集团分析师：我的问题是管理层要把一月的产能提升，2月是农历新年，那么整个一季度相比四季度的产能会提升多少，会不会有一些电池供应瓶颈之类的不确定因素？三季度的整车毛利相比起非整车毛利提高了很多，以后几个季度都会保持这样的趋势吗？李斌：现在谈明年一季度的指引还太早了，我们的产能是要满足订单的需求，今年的订单一部分是需要明年一季度的产能来满足的。Nio是强调订单深度，按照订单来生产，别的公司可能强调库存深度，我们想要保障比较好的客户体验，也就是在产能足够时，从订单到交付大概3-4周的时间。这需要一段时间的改进，但是我们还是非常有信心的。关于毛利率提升方面，非整车毛利一直低于整车毛利，在过去的几个季度，非整车毛利和整车毛利都出现了增长。另外，双积分计入非整车毛利，今年以来，积分的价值不断凸显，从四季度到明年以及将来，我们会看到积分能够不断促进非整车毛利的增长。另外，服务收入和换电站等方面的收入，随着车辆保有量的增加，单车的亏损幅度也会不断收窄，长期来看，我们的电池升级服务，也会帮助非整车毛利的增长，目前一切都是按照我们计划进行的。四季度的积分收入是来自于与19年的销售，今年产生的积分预计会是去年的2.5倍，积分的单价也增长了一倍。我们预计，明年的积分会是今年的4-5倍。现在有不少的汽车厂商跟我们接洽想买明年的积分，双积分对于新能源汽车的发展非常重要。花旗集团分析师：今年的双积分是否会在明年的四季度入账？NOP的配售率现在是多少，未来展望能达到多少？BaaS的配售率未来能达到多少？李斌：双积分是根据市场的情况和变动来决定入账时间的，我们不会规定具体的某一个季度，这是一个市场决定。BaaS11月到现在，从订单来看，大概是35%，我们也有信心将来会继续增长。NOP的转化率大概是50%，随着它的推出，转化率会进一步上升。分析师：第一个问题有关于管理层对于特斯拉Model Y的意见？对于公司有怎样的影响？第二个关于海外计划？有没有大概的时间表？会推出哪些车型？如何招聘本地化的团队？李斌：特斯拉Model 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src=\"https://static.tigerbbs.com/15853d434438e69a9465c9f9b5a1b86d\" tg-width=\"840\" 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