xxclzzzz的个人主页 - 老虎社区

xxclzzzz

xxclzzzz

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IP属地：海外

32关注

19粉丝

1主题

0勋章

05-07

持有到25或者26年，到时根据情况看。

04-24

挺好的，别老端着

小米汽车目标全年交付超10万辆蔚来小鹏华为花式补贴“截胡”小米车主

04-04

你懂个p

NIO's Stock Appears To Be A Falling Knife

03-21

长期看好蔚来，短期不行

03-21

蔚来11的本，很多，不知道什么时候解套 [开心]

03-18

感觉蔚来的营销比之前好多了，不拉胯了。

曝蔚来李斌首场直播赚了130万网友：直播不比卖车赚钱多了

03-13

想多了，都是真人，因为确实像。。。

博主实测理想MEGA被黑：一漏车尾直播间大量上人刷负面言论

03-11

对蔚来第二品牌的销量预测太保守了，2025年销量和主品牌持平，不至于这么低。。。蔚来的产品力和哪吒零跑这些不一样。

动力电池，正在倒逼蔚来降价

02-20

这标题起的，带节奏[打脸]

南京蔚来换电站起火？目击者：差点烧到

01-19

保时捷的今天就是BBA的明天

对不起，我不买保时捷了

01-17

$蔚来(NIO)$ 最近新能源车连续下降，是价格战导致的盈利预期减少原因，还是特朗普有可能再次上台导致的对中概股不看好？？？

01-16

$蔚来(NIO)$ 买NIO多数是买长线的，短期涨跌着急个毛线。。。。。。。。。

01-04

最快今年，最晚明年，要完

高合汽车员工吐槽中东土豪投资有偏见：蔚来资金立马到账

2023-12-27

放下成见，别把蔚来当成人人都有可能买得起的品牌就行了。

蔚来向上，靠80万元的ET9行不行？

2023-12-06

nio power别独立上市就行

蔚来：目前充电桩业务基本已经盈亏平衡，不排除 NIO Power 独立融资

2023-12-06

别独立上市就行

蔚来(NIO)：不排除NIO Power独立融资

2023-04-26

大家怎么看？

My Nio Stock Price Target for 2025

2023-04-10

未来两三年只翻一番就别玩了。。。

蔚来被严重低估了？

2023-04-08

保守了吧

蔚来估值太低，还能再翻一翻？

2023-04-03

$Faraday Future(FFIE)$ 不是低于一美元多久之后会被退市吗？

去老虎APP查看更多动态

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href=http://finance.eastmoney.com/a/202404243056788384.html><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小米汽车遭到多家汽车厂商联手“截胡”？　　4月23日，澎湃新闻致电华为、蔚来、理想、小鹏等多家汽车线下门店发现，多家厂商推出了针对小米SU7的定金补贴，只要小米SU7的大定车主（已付5000元定金）购买其他汽车品牌，将对其损失的定金提供全额或一定程度的补贴。　　不过，记者也注意到，大部分汽车厂商不愿意承认是“针对”小米，某品牌销售告诉记者，明面上不会说有这种补贴，但如果有小米的定金截图，就可以汽车...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202404243056788384.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0052750758.USD":"富兰克林中国基金A Acc","XIACY":"小米集团ADR","BK1502":"双十一","BK1575":"同股不同权","BK4532":"文艺复兴科技持仓","BK1607":"新IT概念","BK1589":"北水核心资产","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","NIO":"蔚来","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) 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ACC"},"source_url":"http://finance.eastmoney.com/a/202404243056788384.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2429240451","content_text":"小米汽车遭到多家汽车厂商联手“截胡”？　　4月23日，澎湃新闻致电华为、蔚来、理想、小鹏等多家汽车线下门店发现，多家厂商推出了针对小米SU7的定金补贴，只要小米SU7的大定车主（已付5000元定金）购买其他汽车品牌，将对其损失的定金提供全额或一定程度的补贴。　　不过，记者也注意到，大部分汽车厂商不愿意承认是“针对”小米，某品牌销售告诉记者，明面上不会说有这种补贴，但如果有小米的定金截图，就可以汽车装潢等项目上争取最低价，大概优惠几千元。　　多家新势力“暗推”小米汽车定金补贴政策　　记者咨询了上海多家蔚来门店，多家门店销售均表示，目前小米已下单车主转订蔚来，将获得5000元的定金补贴。一位蔚来销售称，是前几天刚接到的通知。　　不过，这项补贴并非针对小米，该销售称，目前蔚来对主流汽车竞品都有定金补贴的政策，包括理想、小鹏等。　　一家上海小鹏汽车门店销售则告诉记者，目前确实可以申请小米汽车的转订补贴，但要直接补贴定金比较困难，为了弥补损失，可以为客户特别申请积分补贴，可以当成现金使用，用于购买小鹏的相关配置等。记者询问该项补贴是否针对小米时，对方称，“目前确实是小米热度比较高，所以暂时只有小米车主才能申请。”　　华为也在“截胡”小米的厂商名单里。近日有传言称，已经支付定金锁单小米SU7的车主若下单购买任意配置的智界S7，在支付完尾款之后都将获得5000元补贴。　　对此，澎湃新闻记者采访了多家华为汽车线下销售。上海一家华为门店汽车销售表示，智界S7的确有针对小米汽车订单车主的补贴政策，凭借小米汽车的预订证明截图，可以在智界S7付尾款时减免5000元。　　不过，该销售也表示，这项减免活动是在小米汽车推出的时候发布的，目前已经快要结束了。　　另一位华为销售称，目前华为旗下另一款汽车“问界”虽然没有对于小米已付定的现金补偿。但针对已经下定小米汽车的顾客，提车后的装潢类项目可以在凭小米下定页面截图，申请优惠价格。如车窗膜、冰甲等项目可减免2000-3000元。　　该销售透露，虽不能完全补齐小米定金价格，但可以最大限度的减免优惠，减少消费者损失。另外购买问界还有一项1万元的沪牌现金补贴，也可以一定程度上减少转单顾客的损失，“这并不是官方的补偿方案，而是部分店内可申请的优惠项目。”　　该销售还告诉记者：“之前问界M7刚发布的前两周，针对理想有过定金补偿，之后也没有了。就最新发布的问界M5来说，最早是在5月15日提车，在此期间如果官方有定金补偿方案出台，车主也可以享受。”　　此外，多家理想汽车上海门店也告诉澎湃新闻记者：“没有针对小米SU7订单车主的补贴。但是最近理想全系降价，理想L7、理想L8、理想L9等全系车型均有降价优惠。”　　4月22日，理想汽车官方微博发布消息称，2024款理想L7、理想L8、理想L9及理想MEGA将采用全新的价格体系，新定购用户及已定购未交付的用户均可享受新价格。价目表显示，理想L9全系，以及L8、L7的顶配Ultra版本、中配Max版本均降价2万元；L8、L7的低配Pro版本降价1.8万元；旗舰MPV理想MEGA则降价3万元，起售价为52.98万元。　　新能源汽车“价格战”加剧，小米全年交付目标超10万辆　　理想汽车内部人士曾向澎湃新闻记者透露，此前降价是公司评估了当下巨大的市场竞争压力，进而决定跟随特斯拉官宣降价。　　就在刚刚过去的周末，特斯拉中国宣布全系车型降价1.4万元。Model 3起售价跌至23.19万元，Model Y 起售价则为24.99万元，Model S起售价降至68.49万元，Model X起售价降至72.49万元。　　这是特斯拉今年以来的第二次降价，Model 3焕新版累计降价接近3万元。　　实际上，在惨烈的车市竞争下，叠加为即将到来的北京车展预热等因素，4月份，降价已经成了车企的“常规操作”。　　据光大证券研报不完全统计，进入4月份，已有近40个汽车品牌官宣了优惠、补贴、降价等。　　日前，乘联会秘书长崔东树发文指出，2024年第一季度车市降价规模已经超过2023年全年的六成，相当于2022年的降价总规模，影响降价的主要是纯电动和插混等新能源车型；从降价节奏来看，2023年的降价总体相对比较均衡，但2024年的降价在2月份和3月份都达到了超强的程度，“相对于历史来看也是一个惊人的水平”。　　多家车企针对小米汽车订单的“撬单”行为反映出新能源车市的激烈竞争，何况小米刚刚开启交付，产能爬坡还需要一段时间。　　小米CEO雷军23日在微博发文称，截止4月20日，小米SU7锁单量超过了7万辆，“我们目前正在全力扩充产能，全年交付目标会超过10万辆。原计划标准版、Max 4月底开始交付，提前到4月18日。 ”　　对于新能源汽车行业的价格战，雷军在4月23日的投资者大会上评论称，特斯拉对小米来说也是友商，应对竞争最好的方法不仅仅是价格战，更重要的是产品力。　　“我觉得小米SU7 是具备全方位产品力的，像防晒、收纳、生态都是独一无二的卖点，对目标客户群有巨大吸引力。未来，我们会集中精力把产品做好，仔细收集每一个用户对这个车的反馈，力争进一步提升，这是我们关注的焦点。提升产品力面向用户把产品做好，我觉得也是更好的竞争策略。”雷军表示，他还提到，预计小米SU7大概毛利率会在5-10%。（文章来源：澎湃新闻）","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291668987584576,"gmtCreate":1712234193338,"gmtModify":1712234714837,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"你懂个p","listText":"你懂个p","text":"你懂个p","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291668987584576","repostId":"2424806789","repostType":2,"repost":{"id":"2424806789","pubTimestamp":1712219319,"share":"https://www.laohu8.com/m/news/2424806789?lang=&edition=full","pubTime":"2024-04-04 16:28","market":"us","language":"en","title":"NIO's Stock Appears To Be A Falling Knife","url":"https://stock-news.laohu8.com/highlight/detail?id=2424806789","media":"seekingalpha","summary":"NIO continues to lose market share to competitors as closest peers demonstrate the ability to ramp up faster.The emergence of Xiaomi's electric vehicle poses a big threat to NIO's ET7 model.My target ","content":"<html><head></head><body><ul style=\"\"><li><p>NIO continues to lose market share to competitors as closest peers demonstrate the ability to ramp up faster.</p></li><li><p>The emergence of Xiaomi&#39;s electric vehicle poses a big threat to NIO&#39;s ET7 model.</p></li><li><p>My target price is $1.57.</p></li></ul><h2 id=\"id_2038224229\">Introduction</h2><p>Today, I want to update my thesis about NIO Inc. I covered the stock in January, for the first time and my rating for the stock was &#34;Strong Sell&#34; because I saw several weaknesses in the business. Since my first coverage went live, the stock has declined by 29%. I reiterate my bearish thesis because NIO continues to lose its market share as closest peers ramp up much faster, and the race intensifies with new solid players joining the battle. The company continues to be disappointing from the bottom line perspective, which looks inevitable given NIO&#39;s thin, single-digit gross margin. Furthermore, the stock is still substantially overvalued, according to my valuation analysis.</p><h2 id=\"id_1498807830\">Fundamental analysis</h2><p>I want to start with the most fresh data, March and Q1 2024 deliveries. To provide readers with more value I am adding Q1 deliveries from NIO&#39;s closest peers in the Chinese market. These include Li Auto Inc. (LI), XPeng Inc. (XPEV). NIO was the only company out of three to record a YoY decline in Q1, which means the company is losing its market share to competitors. LI and XPEV not only outpaced NIO, but their growth numbers are impressive without any context. Li&#39;s success is especially impressive, delivering 80 thousand vehicles in Q1, a half of what NIO did for the full 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5a421dabd45b0dae70c20b5c597a2a39\" tg-width=\"640\" tg-height=\"122\"/></p><p>Compiled by the author</p><p>And the competition is intensifying further. Chinese consumer electronics giant, Xiaomi (OTCPK:XIACF), launched sales of its first electric vehicle (&#34;EV&#34;). It looks to me that Xiaomi&#39;s car is the direct competitor to NIO&#39;s ET7. Xiaomi&#39;s SU7 starts below $30,000 in China and it was sold out within the first 24 hours after official sales launched. To add context, NIO&#39;s ET7 sedan starts above $70,000 in China. It appears like ET7 will be unable to compete with SU7 in pricing, and I doubt whether NIO will be able to justify the massive gap in prices to customers. Therefore, I see the emergence of Xiaomi&#39;s car as a big threat to NIO.</p><p>I also want to highlight the latest earnings release. NIO delivered a consensus revenue beat on March 5, but disappointed in terms of the EPS. In my initial thesis, I emphasized warning trends in the company&#39;s profitability and NIO again disappointed from the bottom line perspective. The gross profit is still very thin at 7.5% in Q4 2023 and the operating margin is still volatile and far from zero. On a TTM basis the operating margin improvement is slow, I believe.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d20fae8cae74251a699a10424de4ed36\" tg-width=\"635\" tg-height=\"439\"/></p><p>Data by YCharts</p><p>NIO&#39;s profitability looks not much worse than XPEV&#39;s. On the other hand, Li Auto is already profitable across all key profitability metrics, which puts this company in a better position compared to NIO. While NIO struggles to achieve even shallow profitability improvements, Li Auto is already profitable and generates spare cash to reinvest into business and innovation. Therefore, I expect the gap between Li Auto and NIO regarding vehicle deliveries to widen further.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/833256001931508474d71bd161ba750a\" tg-width=\"640\" tg-height=\"344\"/></p><p>NIO&#39;s balance sheet is robust with $7 billion in cash. However, the company continues to burn through hundreds of millions of USD in cash each quarter. As a result, I am uncertain about how long the company&#39;s financial strength will last.</p><p>Losing the market share to close peers, intensifying competition, and ongoing cash burn appears to be a very weak fundamental combination. Therefore, I remain bearish about NIO&#39;s future prospects.</p><h2 id=\"id_635281419\">Valuation analysis</h2><p>I use the discounted cash flow (&#34;DCF&#34;) approach to update my NIO valuation analysis. I use an 11.5% WACC, as recommended by Finbox. I rely on the FY 2024 revenue consensus forecast of $9.74 billion and use a linear 17.15% CAGR for 2025-2028.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7f1be4be993374a0584e4f03ada108b8\" tg-width=\"640\" tg-height=\"211\"/></p><p>NIO is still not profitable and the level of uncertainty regarding the free cash flow margin is very high. However, Tesla (TSLA) first achieved sustainable positive FCF starting in FY 2019 when it had already surpassed $20 billion in revenue. Therefore, I assume that to generate at least 1% in FCF, the company must surpass $15 billion in revenue. Therefore, I expect NIO to start generating positive FCF no earlier than FY 2027, with a slow expansion. According to Seeking Alpha, there are 2.08 billion outstanding NIO shares at the moment. I project a 4% constant growth rate because NIO operates in an industry that enjoys solid positive secular transitions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fe14c83d9d6453759b6cc9578794ffce\" tg-width=\"640\" tg-height=\"304\"/></p><p>Calculated by the author</p><p>The fair share price of NIO is $1.57, according to my calculations above. This is substantially lower than the current share price, meaning there is still vast room to drop for NIO.</p><h2 id=\"id_1983469076\">Mitigating factors</h2><p>Since stock markets tend to grow over the long term, being bearish is inherently risky. NIO is losing competition, and its profitability dynamic is disappointing, but it does not mean that it is guaranteed that the unfavorable dynamic will last infinitely. The company might appoint new managers, which might come up with a promising turnaround plan to improve the situation. Or there is a possibility that a giant like BYD (OTCPK:BYDDY), which is not yet present in the premium segment, might decide to acquire NIO in order to expand into more high-end markets. Both these possible scenarios might lead to a solid share price boost and will likely work against my bearish thesis.</p><p>The stock is very volatile with a very wide 52-week range from $4.38 to $16.18. The stock is currently at all-time lows and a technical (not due to fundamental reasons) rebound might occur. I mean that the current all-time lows might prompt traders to buy the dip, leading to a short-term increase in price. Moreover, the short interest in NIO is substantial, which also might be a potential positive catalyst for the stock if short coverage occurs. Therefore, there is a probability that the stock might demonstrate a short-term spike before it goes down further closer to my fair value estimates.</p><h2 id=\"id_2028627029\">Conclusion</h2><p>I think that NIO is still a &#34;Strong Sell&#34; considering its soft performance compared to LI and XPEV and the intensifying competition with Xiaomi, which offers a competing model that is two times cheaper than NIO. Deeply unprofitable business means that NIO does not have many options to start pricing wars or seek new costly product developments. The valuation looks generous from my DCF perspective and my target price is significantly lower than the current share price.</p></body></html>","source":"seekingalpha","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>NIO's Stock Appears To Be A Falling Knife</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; 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}\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\">\nNIO's Stock Appears To Be A Falling Knife\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-04 16:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4682033-nios-stock-appears-to-be-a-falling-knife><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO continues to lose market share to competitors as closest peers demonstrate the ability to ramp up faster.The emergence of Xiaomi's electric vehicle poses a big threat to NIO's ET7 model.My target ...</p>\n\n<a href=\"https://seekingalpha.com/article/4682033-nios-stock-appears-to-be-a-falling-knife\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4511":"特斯拉概念","BK4563":"昨日强势股","NIO":"蔚来","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK6125":"汽车制造商","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","09866":"蔚来-SW","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4509":"腾讯概念","NIO.SI":"蔚来","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4550":"红杉资本持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4588":"碎股","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4574":"无人驾驶","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4551":"寇图资本持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC"},"source_url":"https://seekingalpha.com/article/4682033-nios-stock-appears-to-be-a-falling-knife","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2424806789","content_text":"NIO continues to lose market share to competitors as closest peers demonstrate the ability to ramp up faster.The emergence of Xiaomi's electric vehicle poses a big threat to NIO's ET7 model.My target price is $1.57.IntroductionToday, I want to update my thesis about NIO Inc. I covered the stock in January, for the first time and my rating for the stock was \"Strong Sell\" because I saw several weaknesses in the business. Since my first coverage went live, the stock has declined by 29%. I reiterate my bearish thesis because NIO continues to lose its market share as closest peers ramp up much faster, and the race intensifies with new solid players joining the battle. The company continues to be disappointing from the bottom line perspective, which looks inevitable given NIO's thin, single-digit gross margin. Furthermore, the stock is still substantially overvalued, according to my valuation analysis.Fundamental analysisI want to start with the most fresh data, March and Q1 2024 deliveries. To provide readers with more value I am adding Q1 deliveries from NIO's closest peers in the Chinese market. These include Li Auto Inc. (LI), XPeng Inc. (XPEV). NIO was the only company out of three to record a YoY decline in Q1, which means the company is losing its market share to competitors. LI and XPEV not only outpaced NIO, but their growth numbers are impressive without any context. Li's success is especially impressive, delivering 80 thousand vehicles in Q1, a half of what NIO did for the full 2023.Compiled by the authorAnd the competition is intensifying further. Chinese consumer electronics giant, Xiaomi (OTCPK:XIACF), launched sales of its first electric vehicle (\"EV\"). It looks to me that Xiaomi's car is the direct competitor to NIO's ET7. Xiaomi's SU7 starts below $30,000 in China and it was sold out within the first 24 hours after official sales launched. To add context, NIO's ET7 sedan starts above $70,000 in China. It appears like ET7 will be unable to compete with SU7 in pricing, and I doubt whether NIO will be able to justify the massive gap in prices to customers. Therefore, I see the emergence of Xiaomi's car as a big threat to NIO.I also want to highlight the latest earnings release. NIO delivered a consensus revenue beat on March 5, but disappointed in terms of the EPS. In my initial thesis, I emphasized warning trends in the company's profitability and NIO again disappointed from the bottom line perspective. The gross profit is still very thin at 7.5% in Q4 2023 and the operating margin is still volatile and far from zero. On a TTM basis the operating margin improvement is slow, I believe.Data by YChartsNIO's profitability looks not much worse than XPEV's. On the other hand, Li Auto is already profitable across all key profitability metrics, which puts this company in a better position compared to NIO. While NIO struggles to achieve even shallow profitability improvements, Li Auto is already profitable and generates spare cash to reinvest into business and innovation. Therefore, I expect the gap between Li Auto and NIO regarding vehicle deliveries to widen further.NIO's balance sheet is robust with $7 billion in cash. However, the company continues to burn through hundreds of millions of USD in cash each quarter. As a result, I am uncertain about how long the company's financial strength will last.Losing the market share to close peers, intensifying competition, and ongoing cash burn appears to be a very weak fundamental combination. Therefore, I remain bearish about NIO's future prospects.Valuation analysisI use the discounted cash flow (\"DCF\") approach to update my NIO valuation analysis. I use an 11.5% WACC, as recommended by Finbox. I rely on the FY 2024 revenue consensus forecast of $9.74 billion and use a linear 17.15% CAGR for 2025-2028.NIO is still not profitable and the level of uncertainty regarding the free cash flow margin is very high. However, Tesla (TSLA) first achieved sustainable positive FCF starting in FY 2019 when it had already surpassed $20 billion in revenue. Therefore, I assume that to generate at least 1% in FCF, the company must surpass $15 billion in revenue. Therefore, I expect NIO to start generating positive FCF no earlier than FY 2027, with a slow expansion. According to Seeking Alpha, there are 2.08 billion outstanding NIO shares at the moment. I project a 4% constant growth rate because NIO operates in an industry that enjoys solid positive secular transitions.Calculated by the authorThe fair share price of NIO is $1.57, according to my calculations above. This is substantially lower than the current share price, meaning there is still vast room to drop for NIO.Mitigating factorsSince stock markets tend to grow over the long term, being bearish is inherently risky. NIO is losing competition, and its profitability dynamic is disappointing, but it does not mean that it is guaranteed that the unfavorable dynamic will last infinitely. The company might appoint new managers, which might come up with a promising turnaround plan to improve the situation. Or there is a possibility that a giant like BYD (OTCPK:BYDDY), which is not yet present in the premium segment, might decide to acquire NIO in order to expand into more high-end markets. Both these possible scenarios might lead to a solid share price boost and will likely work against my bearish thesis.The stock is very volatile with a very wide 52-week range from $4.38 to $16.18. The stock is currently at all-time lows and a technical (not due to fundamental reasons) rebound might occur. I mean that the current all-time lows might prompt traders to buy the dip, leading to a short-term increase in price. Moreover, the short interest in NIO is substantial, which also might be a potential positive catalyst for the stock if short coverage occurs. Therefore, there is a probability that the stock might demonstrate a short-term spike before it goes down further closer to my fair value estimates.ConclusionI think that NIO is still a \"Strong Sell\" considering its soft performance compared to LI and XPEV and the intensifying competition with Xiaomi, which offers a competing model that is two times cheaper than NIO. Deeply unprofitable business means that NIO does not have many options to start pricing wars or seek new costly product developments. The valuation looks generous from my DCF perspective and my target price is significantly lower than the current share price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286414728130616,"gmtCreate":1710953025086,"gmtModify":1710953026868,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"长期看好蔚来，短期不行","listText":"长期看好蔚来，短期不行","text":"长期看好蔚来，短期不行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286414728130616","isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286413970911240,"gmtCreate":1710952962993,"gmtModify":1710952964975,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"蔚来11的本，很多，不知道什么时候解套 [开心]","listText":"蔚来11的本，很多，不知道什么时候解套 [开心]","text":"蔚来11的本，很多，不知道什么时候解套 [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286413970911240","isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285725405045040,"gmtCreate":1710775625013,"gmtModify":1710775626984,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"感觉蔚来的营销比之前好多了，不拉胯了。","listText":"感觉蔚来的营销比之前好多了，不拉胯了。","text":"感觉蔚来的营销比之前好多了，不拉胯了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285725405045040","repostId":"2420380472","repostType":2,"repost":{"id":"2420380472","pubTimestamp":1710769287,"share":"https://www.laohu8.com/m/news/2420380472?lang=&edition=full","pubTime":"2024-03-18 21:41","market":"sh","language":"zh","title":"曝蔚来李斌首场直播赚了130万 网友：直播不比卖车赚钱多了","url":"https://stock-news.laohu8.com/highlight/detail?id=2420380472","media":"快科技","summary":"据悉，上周四晚间，李斌开启了个人直播首秀，整场直播持续了两个半小时， 同时在线人数超10万，累积观看人数超1000万。因为李斌没有架子，回答网友相当真诚，且作为一个千亿公司董事长，与网友平等交流，不少网友被其瞬间吸引，路人转粉。对此，有网友调侃道：“蔚来卖一辆亏10多万，李斌直播一次收入130万，能少亏多少辆车”、“直播不比卖车赚钱，李斌的工资都可以靠直播覆盖了”、“果然，有能力的人，干啥都成功”。","content":"<html><body><p>快科技3月18日消息，作为造车新势力中的三大品牌之一，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>CEO李斌前段时间在个人短视频上尝试第一次直播，但传播效果却是出其不意的好。</p><p>据悉，上周四晚间，李斌开启了个人直播首秀，<strong>整场直播持续了两个半小时， 同时在线人数超10万，累积观看人数超1000万。</strong></p><p>因为李斌没有架子，回答网友相当真诚，且作为一个千亿公司董事长，与网友平等交流，不少网友被其瞬间吸引，路人转粉。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_12/4998E7D4FA4CA2E2A65B91AC5E67C3270E415FA2_size481_w600_h548.png\"/></p><p>直播结束次日，李斌个人账号涨粉超18w，某博主评价，这个数据已经创下抖音汽车垂类账号的单日涨粉纪录。</p><p>有网友给李斌算了笔账，按整场近4000w的音浪来算，扣除平台抽成和所得税，这场直播带给李斌的收入差不多在130w元人民币左右。</p><p>而在此前一场做客<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>员工的直播中，李斌表示，音浪收入也将会纳入蔚来公司的收入，也算是蔚来增收额外的一种途径。</p><p>对此，有网友调侃道：<strong>“蔚来卖一辆亏10多万，李斌直播一次收入130万，能少亏多少辆车”、</strong>“直播不比卖车赚钱，李斌的工资都可以靠直播覆盖了”、“果然，有能力的人，干啥都成功”。</p><p>对此，你怎么看？</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_12/F1723F442F6A784D04B1502D399BEFF8CCDBDC86_size183_w600_h486.jpg\"/></p></body></html>","source":"fenghuang_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>曝蔚来李斌首场直播赚了130万 网友：直播不比卖车赚钱多了</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曝蔚来李斌首场直播赚了130万 网友：直播不比卖车赚钱多了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-18 21:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8Y3n33AF8YU><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技3月18日消息，作为造车新势力中的三大品牌之一，蔚来CEO李斌前段时间在个人短视频上尝试第一次直播，但传播效果却是出其不意的好。据悉，上周四晚间，李斌开启了个人直播首秀，整场直播持续了两个半小时， 同时在线人数超10万，累积观看人数超1000万。因为李斌没有架子，回答网友相当真诚，且作为一个千亿公司董事长，与网友平等交流，不少网友被其瞬间吸引，路人转粉。直播结束次日，李斌个人账号涨粉超18w...</p>\n\n<a href=\"https://tech.ifeng.com/c/8Y3n33AF8YU\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK4509":"腾讯概念","BK1588":"回港中概股","BK4526":"热门中概股","NIO":"蔚来","BK1119":"汽车制造商","BK4588":"碎股","09866":"蔚来-SW","BITA":"易车","BK4574":"无人驾驶","NIO.SI":"蔚来","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0052750758.USD":"富兰克林中国基金A Acc"},"source_url":"https://tech.ifeng.com/c/8Y3n33AF8YU","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2420380472","content_text":"快科技3月18日消息，作为造车新势力中的三大品牌之一，蔚来CEO李斌前段时间在个人短视频上尝试第一次直播，但传播效果却是出其不意的好。据悉，上周四晚间，李斌开启了个人直播首秀，整场直播持续了两个半小时， 同时在线人数超10万，累积观看人数超1000万。因为李斌没有架子，回答网友相当真诚，且作为一个千亿公司董事长，与网友平等交流，不少网友被其瞬间吸引，路人转粉。直播结束次日，李斌个人账号涨粉超18w，某博主评价，这个数据已经创下抖音汽车垂类账号的单日涨粉纪录。有网友给李斌算了笔账，按整场近4000w的音浪来算，扣除平台抽成和所得税，这场直播带给李斌的收入差不多在130w元人民币左右。而在此前一场做客蔚来员工的直播中，李斌表示，音浪收入也将会纳入蔚来公司的收入，也算是蔚来增收额外的一种途径。对此，有网友调侃道：“蔚来卖一辆亏10多万，李斌直播一次收入130万，能少亏多少辆车”、“直播不比卖车赚钱，李斌的工资都可以靠直播覆盖了”、“果然，有能力的人，干啥都成功”。对此，你怎么看？","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283564085223640,"gmtCreate":1710268442430,"gmtModify":1710268445229,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"想多了，都是真人，因为确实像。。。","listText":"想多了，都是真人，因为确实像。。。","text":"想多了，都是真人，因为确实像。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/283564085223640","repostId":"2418755641","repostType":2,"repost":{"id":"2418755641","pubTimestamp":1710254021,"share":"https://www.laohu8.com/m/news/2418755641?lang=&edition=full","pubTime":"2024-03-12 22:33","market":"us","language":"zh","title":"博主实测理想MEGA被黑：一漏车尾 直播间大量上人刷负面言论","url":"https://stock-news.laohu8.com/highlight/detail?id=2418755641","media":"快科技官方","summary":"快科技3月12日消息，近日，理想MEGA遭遇外形舆论引起关注热议。但更令人意外的是，有多位博主发现，在短视频平台直播时，只要出现理想MEGA的45度车尾画面，就会触动“全自动流量包”，直播间疯狂上人，且频繁刷理想MEGA的负面言论。他刚开始直播时，直播间稳定300人在线观看，但直播画面出现理想MEGA车尾后，直播间很快就突破3000人在线。","content":"<html><body><p cms-style=\"font-L\">快科技3月12日消息，近日，理想MEGA遭遇外形舆论引起关注热议。</p><p cms-style=\"font-L\">但更令人意外的是，有多位博主发现，在短视频平台直播时，<font cms-style=\"font-L strong-Bold\">只要出现理想MEGA的45度车尾画面，就会触动“全自动流量包”，直播间疯狂上人，且频繁刷理想MEGA的负面言论。</font></p><p cms-style=\"font-L\">这些账号会在直播间刷屏“棺材、阴间、拉死人”之类的负面言论，但只要直播画面离开车尾，进入直播间的账号就会退出。</p><p cms-style=\"font-L\">知名汽车博主韩路发声表示，后来多个博主都复现了这个场景，比如汽车博主“胡正阳”就开直播实测了一番。</p><p cms-style=\"font-L\">他刚开始直播时，直播间稳定300人在线观看，但直播画面出现理想MEGA车尾后，直播间很快就突破3000人在线。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">并且，这些网友在直播间频繁留言“棺材”等言论，令人反感。</font></p><p cms-style=\"font-L\">韩路表示，这种打法挺高级的，得有甄别直播间内容能力，不管人肉甄别还是AI识别，然后才是灌入账号，一部分去留言，整体这么操作成本不低。</p>\n<figure>\n<img h=\"745\" src=\"http://k.sinaimg.cn/n/spider20240312/545/w600h745/20240312/9a91-98d5c11daa592e1996039687ab57caf2.png/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"600\"/>\n<h2></h2>\n</figure>\n<p cms-style=\"font-L\">据悉，理想MEGA在上市后的传播过程中，网络上出现了一组“有色滤镜”图片，且一辆车的尾部被P上了“奠”字，引起一片哗然。</p><p cms-style=\"font-L\">随着理想MEGA外形舆论愈发激烈，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>CEO李想发声，<font cms-style=\"font-L strong-Bold\">称理想MEGA发布后，遭到身处黑暗、背后是有组织的违法犯罪，理想将开始反击。</font></p>\n<figure>\n<img h=\"363\" src=\"http://k.sinaimg.cn/n/spider20240312/163/w600h363/20240312/aa40-36af884b06106a086110fa6f5940ea53.png/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"600\"/>\n<h2></h2>\n</figure>\n<p cms-style=\"font-L align-Center\">【本文结束】如需转载请务必注明出处：快科技</p><p cms-style=\"font-L align-right\">责任编辑：若风</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>博主实测理想MEGA被黑：一漏车尾 直播间大量上人刷负面言论</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\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博主实测理想MEGA被黑：一漏车尾 直播间大量上人刷负面言论\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-12 22:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/mobile/xp/2024-03-12/detail-inanatph4558134.d.html?vt=4><strong>快科技官方</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技3月12日消息，近日，理想MEGA遭遇外形舆论引起关注热议。但更令人意外的是，有多位博主发现，在短视频平台直播时，只要出现理想MEGA的45度车尾画面，就会触动“全自动流量包”，直播间疯狂上人，且频繁刷理想MEGA的负面言论。这些账号会在直播间刷屏“棺材、阴间、拉死人”之类的负面言论，但只要直播画面离开车尾，进入直播间的账号就会退出。知名汽车博主韩路发声表示，后来多个博主都复现了这个场景，...</p>\n\n<a href=\"https://tech.sina.cn/mobile/xp/2024-03-12/detail-inanatph4558134.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/spider20240312/545/w600h745/20240312/9a91-98d5c11daa592e1996039687ab57caf2.png/w120h90l50t1bee.jpg","relate_stocks":{"BK1539":"汽车股","BK1587":"次新股","BK1575":"同股不同权","BK1588":"回港中概股","LI":"理想汽车","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","02015":"理想汽车-W","LU1720050803.USD":"安联全方位中国股票基金","BK1119":"汽车制造商"},"source_url":"https://tech.sina.cn/mobile/xp/2024-03-12/detail-inanatph4558134.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2418755641","content_text":"快科技3月12日消息，近日，理想MEGA遭遇外形舆论引起关注热议。但更令人意外的是，有多位博主发现，在短视频平台直播时，只要出现理想MEGA的45度车尾画面，就会触动“全自动流量包”，直播间疯狂上人，且频繁刷理想MEGA的负面言论。这些账号会在直播间刷屏“棺材、阴间、拉死人”之类的负面言论，但只要直播画面离开车尾，进入直播间的账号就会退出。知名汽车博主韩路发声表示，后来多个博主都复现了这个场景，比如汽车博主“胡正阳”就开直播实测了一番。他刚开始直播时，直播间稳定300人在线观看，但直播画面出现理想MEGA车尾后，直播间很快就突破3000人在线。并且，这些网友在直播间频繁留言“棺材”等言论，令人反感。韩路表示，这种打法挺高级的，得有甄别直播间内容能力，不管人肉甄别还是AI识别，然后才是灌入账号，一部分去留言，整体这么操作成本不低。\n\n\n\n\n据悉，理想MEGA在上市后的传播过程中，网络上出现了一组“有色滤镜”图片，且一辆车的尾部被P上了“奠”字，引起一片哗然。随着理想MEGA外形舆论愈发激烈，理想汽车CEO李想发声，称理想MEGA发布后，遭到身处黑暗、背后是有组织的违法犯罪，理想将开始反击。\n\n\n\n\n【本文结束】如需转载请务必注明出处：快科技责任编辑：若风","news_type":1},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283066747617432,"gmtCreate":1710136598652,"gmtModify":1710136600761,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"对蔚来第二品牌的销量预测太保守了，2025年销量和主品牌持平，不至于这么低。。。蔚来的产品力和哪吒零跑这些不一样。","listText":"对蔚来第二品牌的销量预测太保守了，2025年销量和主品牌持平，不至于这么低。。。蔚来的产品力和哪吒零跑这些不一样。","text":"对蔚来第二品牌的销量预测太保守了，2025年销量和主品牌持平，不至于这么低。。。蔚来的产品力和哪吒零跑这些不一样。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/283066747617432","repostId":"2418872063","repostType":2,"repost":{"id":"2418872063","pubTimestamp":1710126124,"share":"https://www.laohu8.com/m/news/2418872063?lang=&edition=full","pubTime":"2024-03-11 11:02","market":"hk","language":"zh","title":"动力电池，正在倒逼蔚来降价","url":"https://stock-news.laohu8.com/highlight/detail?id=2418872063","media":"钛媒体","summary":"近来，李斌再次强调蔚来不会参与价格战。从2020年到2023年上半年，动力电池产能愈发紧缺，电池价格一路上扬，这个阶段蔚来BaaS的渗透率会比较高，按照2022年蔚能发布的ABN募集说明书推算，BaaS的渗透率大概在30%-40%之间。而在这之前，动力电池报价继续走低是可以预计的，这也会进一步左右BaaS用户的渗透。如果要消除BaaS用户对电池价格的顾虑，蔚来需要按照偏成本的定价方式来重新设定BaaS方案。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20240311110205175d152jgv4i6e7qpd\"/><p>图片来源@<a href=\"https://laohu8.com/S/000681\">视觉中国</a></p><p>文 | 昭暄</p><p>2023年<a href=\"https://laohu8.com/S/NIO\">蔚来</a>录得超200亿元的历史最高亏损金额，但，这并没有吓到资本市场，其近一个月的股价表现很平静。</p><p>这，其实很反常。</p><p>要么表明，市场对<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>亏钱（或亏多少钱）这件事已经想得很明白（或看得很开）。</p><p>但，这显然不是一个正常资本市场应该有的反应和反馈，特别是在如今的大环境里，大家不会对一台巨型烧钱机器感到如此麻痹。</p><p>要么表明，市场已经切换到另一个观察其未来发展的逻辑视角中，并且达成了一致性预期。</p><p>如果真是这样，大概率，这个逻辑视角对准的就是蔚来最核心的换电<span>资产</span>/系统/生态，其商业逻辑和价值是顺畅且闭环的（可参考文章《蔚来换电“赌”蔚来》）。</p><p>但，市场是否能为此形成如此之共识，个人持保留态度，毕竟“长期主义”大多都只是挂在嘴上说说而已。</p><p>个人相信，蔚来的换电战略和其商业逻辑在远期是成立的，只要换电车辆的规模达到近150万辆，那么蔚来换电站、蔚能电池资产管理公司、以及蔚来本身的商业模式和效益都能够被盘活和释放。</p><p>以此，蔚来就能与其他车企构成差异化竞争，换电将成为其之于行业的绝对优势。</p><p>这类似于美团外卖之于到家行业，只要掌握了最核心的外卖骑手资源，那么美团到家业务的壁垒会很高且很牢固。</p><p>不过，美团的打法和战略会更务实得多。</p><p>在千团大战中，美团通过在低线城市进行有效的地推从而获得了市占规模，保住了维系公司生存的现金流，并为最后的决战、合并、以及主导权奠定了基础和弹药。</p><p>相较而言，蔚来还是太过拘泥于形式主义，本以为去年6月蔚来“降价”动作是其释放务实信号的开始，但事实证明这是被过度解读了（可参考文章《蔚来：你看我还有机会吗？》）。</p><p>在整个汽车行业都在进行“以价换量”的大背景下，蔚来距离上述150万辆规模还存在100万辆的差距，这意味着留给蔚来的时间并不充裕（甚至是很紧迫）。</p><p>2023年蔚来<span>流动资产</span>大概在700亿元，<span>流动负债</span>约为580亿元。</p><p>其中，<span>现金及现金等价物</span>大概330亿元，短期投资为168亿元；应付贸易账款及应付票据近300亿元，短期借款+一年内到期的非流动负债合计98亿元。再考虑到蔚来年经营亏损百亿的规模，估计一年之后蔚来又将面临流动性紧缺问题。</p><p>况且，在蔚来不断展现其“超级融资能力”的背面，其创始人李斌及管理团队的股权不断被稀释，如今李斌的股权大概为8.6%，其投票权在39%左右，未来到底还能够被稀释多少次/多少份额，同样是一个棘手的问题。</p><p>近来，李斌再次强调蔚来不会参与价格战。</p><p>而作为应对，蔚来给出了其第二品牌的大致时间计划（三季度推出、四季度上量），并释放了首辆车型的两点信号——20万元级对标model Y的家用车和支持换电，以此来加速自身换电车辆的规模扩张进程。</p><p>但，个人浅见，蔚来还是过于理想化，而李斌也过于的个人主义。</p><p>如果蔚来不能够在有限的时间内向市场释放足够强的信号，让市场看到/相信其积极扩规模的意志，那么就很难打破其如今面临的尴尬局面——不上不下（或定位模糊），哪怕是其具备换电这一核心比较优势。</p><p>更严重的是，随着2023年动力电池价格的跌落，蔚来BaaS用户到底还能不能够接受一块75kwh/100kwh电池的对价是7万元/12.8万元，就成了一个很现实的问题。</p><p>而BaaS用户的态度如果是不太愿意，那么本身起到拉低起售门槛作用的BaaS方案也就褪去了这一变相降价扩市场的功能，这将会阻碍蔚来上述扩规模的进程，进而大幅拉长其换电商业性拐点的时间轴。</p><p>有些时候时间是朋友，有些时候时间是敌人。尽管蔚来和李斌可能有着宏大的理想/抱负/蓝图，但“出师未捷身先死”，就是怕会输在时间上。</p><p>还是“论持久战”中所说，事物是往返曲折的，不是径情直遂的，战争也是一样，只有形式主义者想不通这个道理。</p><p>这篇文章将以上述内容为起点，来聚焦蔚来电池定价（即BaaS设计方案）所面临的一些现实问题，以此展现蔚来在有限时间内推进其规模化的难点和阻碍。</p><p>归根结底，蔚来可能还是要在价格策略上进行再调整。<strong>01 电池价格下跌，正在刺穿</strong>蔚来BaaS模式</p><p>具体而言，蔚来换电本身的商业逻辑性依然成立，但现在的问题是，由于车电分离的模式差异，蔚来用户/消费者对于换电车型的电池价格会有更深/更敏锐的感知，而随着动力电池价格的不断下跌，蔚来BaaS的渗透率很可能会一同下降，这会对蔚来的销量构成负面影响。</p><p>蔚来2020年推出BaaS方案的逻辑大体如下：</p><p>1、这来源于蔚来初始的技术路径和换电战略，在物理上和日常使用上，蔚来品牌有效地将车辆本体与电池进行了感知分割和市场教育；</p><p>2、动力电池在性能上仍然达不到大众消费者的需求标准，同时人们担心当时的电池会很快面临技术/性能上的淘汰；</p><p>3、2020年国内新能源车市场还处在爆发前期，此时动力电池供给端产能有限，随着行业快速进入高渗透率阶段，动力电池价格也开始不断走高，“追涨杀跌”，消费者会容易接受BaaS方案；</p><p>4、BaaS方案能够有效拉低蔚来车辆的起售价格，BaaS用户只要支付车辆本体价格即可提车，每月再支付一笔电池租金即可完成整个购车。因此，电池价格越高，蔚来车辆的起售价格就能拉得越低，意味着目标市场也就越大；</p><p>5、对于蔚来而言，BaaS车辆的整车（车架+电池）价格会一次性计入到当期营收中，所以BaaS方案能够有效增加蔚来的营收规模。</p><p>从2020年到2023年上半年，动力电池产能愈发紧缺，电池价格一路上扬，这个阶段蔚来BaaS的渗透率会比较高，按照2022年蔚能发布的ABN募集说明书推算，BaaS的渗透率大概在30%-40%之间。</p><p>在这个阶段，动力电池的报价基本介于800元/度~1000元/度，意味着蔚来一块75度和100度电池的本金对价（7万元和12.8万元）基本是按照成本计算（其中100度电池产能很少，所以溢价会高），这对于BaaS用户来说完全可以接受的。</p><p>但随着2023年初动力电池报价由800元/度~1000元/度下降至2023年底的400元/度~600元/度，那么上述7万元和12.8万元的电池对价就显得不太合理，BaaS用户的意愿预计将显著下降，从而可能对蔚来的销量规模构成负面影响。</p><p>并且，如今动力电池的报价还在继续走低，这背后是整个产业结构和产能过剩导致的结果，这意味着在未来一两年时间内很可能会有部分动力电池厂商出清于市场。而在这之前，动力电池报价继续走低（或维持在低位）是可以预计的，这也会进一步左右BaaS用户的渗透。<strong>02</strong>蔚来的难题：降不降价？如何降价？</p><p>如果要消除BaaS用户对电池价格的顾虑，蔚来需要按照偏成本的定价方式来重新设定BaaS方案。</p><p>现在蔚来BaaS方案是，75度/100度电池定价为7万元/12.8万元，月租赁费用为980元/1680元；而按照电池400元/度~600元/度的价格重新推算，其75度/100度电池定价需要调整为4万元/7万元，月租应调整为560元/980元。</p><p>不过，蔚来大概率很难向下调整其BaaS方案的定价，理由大致如下：</p><p>1、这会直接损害老用户的利益，影响其“以用户为核心”的品牌力；</p><p>2、原BaaS用户的电池资产已经按照7万元/12.8万元的价格进入到蔚能资产池中，已转化为底层金融资产或标的（例如发行ABN）；</p><p>3、蔚能目前正处于资金紧周转期，对存量资产根本没有调整空间；</p><p>4、2023年底蔚来车辆的存量规模为45万辆，其中估计有十几万辆的BaaS规模，意味着蔚来如果想维持“以用户为核心”的品牌力，就需要拿出十亿级的“补偿”金额给原BaaS用户，这显然不太可能。</p><p>因此，蔚来主品牌现在的情况是，车辆不降价+BaaS不降价，这可能意味着蔚来主品牌的销量很难继续上量，对上述规模化拐点的贡献会比较小。</p><p>进而，我们再把目光聚焦在其第二品牌上。</p><p>按照目前新能源家用B级车（包括轿车和SUV）的行业竞争态势来看，蔚来第二品牌可能将面临“生不逢时”的尴尬情况（类似于小米汽车如今的处境），换言之就是太迟了。</p><p>其第二品牌首款车型定位20万元级、对标model Y，在这个定语范围内的车型有问界M7/M5、小鹏G6/G9、智己LS6、宋L、昊铂HT等；如果把范围扩展至轿车，还包括极氪001/007、汉、海豹、银河E8、小鹏P7、星纪元ES、昊铂GT等。</p><p>这些车大多都是对标<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>车型，并且部分车型已经击穿20万元价格。所以，现在还在性能维度做宣传比较是缺乏舆论影响力的，这表明蔚来第二品牌首款车型的核心竞争力依然是换电。</p><p>在这种情况下，我们可以大致推演和感受一下这款车型的BaaS方案和其市场吸引力。</p><p>1、这款车型（甚至是整个第二品牌）大概率不会效仿蔚来车型的配置方案（即高低配置仅由电池大小做区分），这是因为电池价差在缩小，车型价格区间需要在车身硬件配置上做区隔，这有利于提升当个车型的整体毛利率；</p><p>2、以低配车型20万元起售价为例，即便车型有换电功能的加持，但在绝对价格维度并不具备很强的竞争力。在消费者的核心决策层面，换电功能到底值多少溢价可能仍有待商榷，现在只能说产品在同等价格维度上，有换电功能更是锦上添花的存在；</p><p>3、如果按照蔚来主品牌现有的BaaS方案做平移，那么75度电的低配车型能够直接将起售价拉低至13万元，这个价格虽然囊括了大部分购车人群，但他们大部分又都是价格敏感者，其中到底能有多少人会为一块4万元左右的电池每月支付980元租金？可想而知；</p><p>4、若按照上述动力电池400元/度~600元/度来推算，75度/100度电池的BaaS方案对价应该为4万元/7万元，月租价为560元/980元，这一方案虽然只把低配车型的起售价拉低至16万元，但胜在电池月租金相对合理。因此，这一BaaS方案大概率能够兼顾目标消费群体的扩充，同时也能够保证一定的BaaS转化比例。</p><p>可见，通过BaaS方案降价的方式，蔚来第二品牌确实有机会撬动更大的市场盘子，从而尽可能帮助蔚来在有限时间内加速实现规模化拐点的目标。<strong>03 “价格双轨”下，</strong>蔚来品牌要“二选一”</p><p>如此一来，蔚来大概率将采取“主品牌不降价+BaaS不降价”和“第二品牌平价（或该级别主流价格段）+BaaS降价”的双品牌策略。</p><p>但，又由于双品牌车主将共享换电基础设施的原因，“价格双轨”必然导致蔚来主品牌的BaaS用户将被背刺，引发整个主品牌车主的不满，进而影响未来蔚来主品牌的销量基本盘，不排除会出现缩量的情况。</p><p>但这也是蔚来不得不面对的结果。</p><p>如果蔚来仍要继续维持“以用户为核心”的品牌力，其就需要针对原BaaS用户推出一些权益补偿（例如免费充换电等），但也仅此而已。</p><p>这样一来，蔚来第二品牌的权重就会陡增，其必然会尽全力打好这张牌。</p><p>那么，我们也就有必要进一步了解其第二品牌至少需要达成什么样的目标，才能够抵消“价格双规”对整个蔚来的负面影响。</p><p>在讨论这个问题之前，我们需要知道第二品牌BaaS方案未来可能会面临的一些大致情况。</p><p>1、还是按照2023年末的动力电池价格推算，第二品牌BaaS方案大概是75度/100度电池的资产对价为4万元/7万元，月租为560元/980元；</p><p>2、在第二品牌及车型正式发布和上市之前，若动力电池价格继续下跌（这是大概率事件），那么上述方案还需要继续向下调整；</p><p>3、目前动力电池行业已经有意卷向0.3wh/元，因此不排除2024下半年行业出现300元/度~400元/度的报价，如果还是按偏成本的方式计算，届时第二品牌BaaS方案大概是75度/100度电池的资产对价为2.5万元/4万元，月租为350元/560元；</p><p>4、这样的BaaS方案可能会令其失去BaaS模式最初设立的意义，当资产价格越高的时候，资产金融化（例如分期/租赁等）的意向就越高，反之则越低，因此，这个BaaS方案的实际转化率可能会比较低。</p><p>可见，如今动力电池行业的走势会对蔚来BaaS方案的设计构成很大影响。</p><p>而BaaS模式对于蔚来而言，其最大作用就是拉低车辆起售价，从而扩大销售/营收规模。</p><p>同时，BaaS对电池资产的定价以其转化率又会直接影响蔚能入池资产的规模，进而影响蔚能本身的运转情况。</p><p>根据上一篇文章《蔚能换电“赌”未来》第四节内容的逻辑，如果蔚能要实现商业自循环，其现阶段入池资产的规模只能越来越大，目前蔚能很可能仍然在依靠融资/借款的方式来维持其正常运转。</p><p>因此，蔚来第二品牌的首个目标就是，其BaaS方案带来的电池资产规模至少要与之前蔚来主品牌的BaaS转化规模一样。</p><p>结合2022年的蔚来ABN募集说明书以及近几期蔚来财报数据计算，这几年蔚能向蔚来购入的电池金额大概在30亿元，换言之，蔚来第二品牌BaaS带来的入池资产至少要达到30亿元量级。</p><p>再按照2022年蔚来BaaS大概30%~40%的转化率计算，在电池对价为4万元/7万元、入池电池均价为5万元的情况下，蔚来第二品牌的销量需要达到年销售15万辆~20万辆的规模；而在对价为2.5万元/4万元、入池均价为3万元的情况下，其第二品牌的年销量需要达到25万辆~33万辆。</p><p>需要注意的是，30%~40%的BaaS转化率可能是偏理想的情况，实际在电池行业下跌过程中BaaS到底能不能达到这一数据区间仍有待商榷。</p><p>站在上述推演内容的基础之上，再看近期蔚来释放的关于其第二品牌的信息——“20万元级家用”“首款车型对标model Y”“支持换电”等，个人感觉，无论是对同业车企还是消费市场，其释放信息的冲击力和吸引力并不强烈。</p><p>如果蔚来真的按照这些信息发布和销售其第二品牌及车型，那么蔚来要在有限的时间内实现商业性拐点的目标的概率可能会大打折扣。</p><p>个人希望，蔚来释放这些信息只是在试探市场，届时还是会在定价上做适当调整，因为其第二品牌的终极任务就是规模。<strong>04 要掌握主动权，</strong>蔚来需要降价</p><p>我们再将目光聚焦到规模本身。</p><p>2023年末，蔚来汽车的存量规模为45万辆，距离其商业性拐点规模的近150万辆仍有100万辆的差距。</p><p>按照行业之前公认的新能源车企最后<a href=\"https://laohu8.com/S/06838\">盈利时</a>间表——2025年，蔚来只剩两年时间。</p><p>考虑到蔚来独有的换电资产所具备的战略价值，在资本层面可能会延后其理论上的deadline，但估计也就是2026年，并且代价就是股权的大比例出让。</p><p>在这一情况下，蔚来需要到2026年实现盈利（甚至是年度盈利），换言之，蔚来需要在不到3年时间里完成100万辆基于换电生态的规模增量。</p><p>由于“蔚来不降价+BaaS不降价”的预设条件，蔚来主品牌销量在未来3年时间里大概率将面临逐年萎缩的情况，预期其主品牌未来3年的销量分别为16万辆、12万辆、10万辆。</p><p>蔚来第二品牌预计今年4季度上量，2025年很理想的情况就是追上主品牌销量，2026年实现30%的规模增长（预计这一数字已经远超该年的行业增速），这两年合计为28万辆。</p><p>进而，在很乐观的情况下，2026年蔚来的累计销量能够达到110万辆左右，而剩下的40万辆则需要换电合作车企来贡献。</p><p>目前蔚来已建立战略换电合作的车企为长安、吉利、江淮、奇瑞4家，未来可能会扩充至5~6家的规模。</p><p>按照吉利睿蓝2023年3.8万辆的销量估计，理论上，合作车企如果是主动加入到换电生态中，那么到2026年它们的换电车型累计达到40万辆的概率会很乐观；但如果合作车企是被动加入（或借机卡位换电赛道），那么它们的推进速度就要大打折扣。</p><p>可见，只有在非常乐观且合作顺利的情况下，蔚来才能够在2026年实现规模目标，但这中间几乎没有容错和冗余空间，而未来行业竞争态势、消费市场活力、国际政经环境等诸多环境因素均面临很大挑战，这让蔚来的处境非常被动。</p><p>如果要尽可能地掌握主动权，蔚来就还是要靠自身的销量加速其规模化进程。 因此，蔚来需要降价。目前，蔚来最核心的资产和战略就是换电资产和换电生态，也是其最大的比较优势。</p><p>2024年其计划再建设1000座换电站，这一资本投入大概有需要30亿元，这一动作本身就突出了换电业务/战略的重要性和逻辑性。</p><p>如果短时间内在规模上得不到扩张，那么规模庞大的换电站的折旧成本将拉低蔚来其他业务的毛利率，而在现在的行业趋势下，新能源车高端化/高<span>毛利</span>策略注定是无法换得规模。</p><p>蔚来必须要在两者之间做一个取舍。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240311110205965d15275elo8i6asp\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20240311110206733d15201ahr99bodd\"/><p>上面表格数据反映的是关于蔚来其他业务实现扭亏的大致拐点规模，当“保有量/换电站数量”达到500上下时，蔚来其他业务的毛利率可能能够转正。</p><p>其中，2021年标黄的数据需要调整，当年其他业务收入包括6亿元~10亿元的双积分收入，其调整后的毛利率在-14%~-28%之间，调整后“其他业务收入/保有量”在1.18万元~1.42万元之间。</p><p>具体的逻辑关系可参考文章《蔚来换电“赌”未来》。</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\" 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.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动力电池，正在倒逼蔚来降价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-11 11:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403111102158b22619d&s=b><strong>钛媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>图片来源@视觉中国文 | 昭暄2023年蔚来录得超200亿元的历史最高亏损金额，但，这并没有吓到资本市场，其近一个月的股价表现很平静。这，其实很反常。要么表明，市场对蔚来亏钱（或亏多少钱）这件事已经想得很明白（或看得很开）。但，这显然不是一个正常资本市场应该有的反应和反馈，特别是在如今的大环境里，大家不会对一台巨型烧钱机器感到如此麻痹。要么表明，市场已经切换到另一个观察其未来发展的逻辑视角中，并且...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403111102158b22619d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1119":"汽车制造商","NIO":"蔚来","09866":"蔚来-SW","BK1588":"回港中概股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403111102158b22619d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2418872063","content_text":"图片来源@视觉中国文 | 昭暄2023年蔚来录得超200亿元的历史最高亏损金额，但，这并没有吓到资本市场，其近一个月的股价表现很平静。这，其实很反常。要么表明，市场对蔚来亏钱（或亏多少钱）这件事已经想得很明白（或看得很开）。但，这显然不是一个正常资本市场应该有的反应和反馈，特别是在如今的大环境里，大家不会对一台巨型烧钱机器感到如此麻痹。要么表明，市场已经切换到另一个观察其未来发展的逻辑视角中，并且达成了一致性预期。如果真是这样，大概率，这个逻辑视角对准的就是蔚来最核心的换电资产/系统/生态，其商业逻辑和价值是顺畅且闭环的（可参考文章《蔚来换电“赌”蔚来》）。但，市场是否能为此形成如此之共识，个人持保留态度，毕竟“长期主义”大多都只是挂在嘴上说说而已。个人相信，蔚来的换电战略和其商业逻辑在远期是成立的，只要换电车辆的规模达到近150万辆，那么蔚来换电站、蔚能电池资产管理公司、以及蔚来本身的商业模式和效益都能够被盘活和释放。以此，蔚来就能与其他车企构成差异化竞争，换电将成为其之于行业的绝对优势。这类似于美团外卖之于到家行业，只要掌握了最核心的外卖骑手资源，那么美团到家业务的壁垒会很高且很牢固。不过，美团的打法和战略会更务实得多。在千团大战中，美团通过在低线城市进行有效的地推从而获得了市占规模，保住了维系公司生存的现金流，并为最后的决战、合并、以及主导权奠定了基础和弹药。相较而言，蔚来还是太过拘泥于形式主义，本以为去年6月蔚来“降价”动作是其释放务实信号的开始，但事实证明这是被过度解读了（可参考文章《蔚来：你看我还有机会吗？》）。在整个汽车行业都在进行“以价换量”的大背景下，蔚来距离上述150万辆规模还存在100万辆的差距，这意味着留给蔚来的时间并不充裕（甚至是很紧迫）。2023年蔚来流动资产大概在700亿元，流动负债约为580亿元。其中，现金及现金等价物大概330亿元，短期投资为168亿元；应付贸易账款及应付票据近300亿元，短期借款+一年内到期的非流动负债合计98亿元。再考虑到蔚来年经营亏损百亿的规模，估计一年之后蔚来又将面临流动性紧缺问题。况且，在蔚来不断展现其“超级融资能力”的背面，其创始人李斌及管理团队的股权不断被稀释，如今李斌的股权大概为8.6%，其投票权在39%左右，未来到底还能够被稀释多少次/多少份额，同样是一个棘手的问题。近来，李斌再次强调蔚来不会参与价格战。而作为应对，蔚来给出了其第二品牌的大致时间计划（三季度推出、四季度上量），并释放了首辆车型的两点信号——20万元级对标model Y的家用车和支持换电，以此来加速自身换电车辆的规模扩张进程。但，个人浅见，蔚来还是过于理想化，而李斌也过于的个人主义。如果蔚来不能够在有限的时间内向市场释放足够强的信号，让市场看到/相信其积极扩规模的意志，那么就很难打破其如今面临的尴尬局面——不上不下（或定位模糊），哪怕是其具备换电这一核心比较优势。更严重的是，随着2023年动力电池价格的跌落，蔚来BaaS用户到底还能不能够接受一块75kwh/100kwh电池的对价是7万元/12.8万元，就成了一个很现实的问题。而BaaS用户的态度如果是不太愿意，那么本身起到拉低起售门槛作用的BaaS方案也就褪去了这一变相降价扩市场的功能，这将会阻碍蔚来上述扩规模的进程，进而大幅拉长其换电商业性拐点的时间轴。有些时候时间是朋友，有些时候时间是敌人。尽管蔚来和李斌可能有着宏大的理想/抱负/蓝图，但“出师未捷身先死”，就是怕会输在时间上。还是“论持久战”中所说，事物是往返曲折的，不是径情直遂的，战争也是一样，只有形式主义者想不通这个道理。这篇文章将以上述内容为起点，来聚焦蔚来电池定价（即BaaS设计方案）所面临的一些现实问题，以此展现蔚来在有限时间内推进其规模化的难点和阻碍。归根结底，蔚来可能还是要在价格策略上进行再调整。01 电池价格下跌，正在刺穿蔚来BaaS模式具体而言，蔚来换电本身的商业逻辑性依然成立，但现在的问题是，由于车电分离的模式差异，蔚来用户/消费者对于换电车型的电池价格会有更深/更敏锐的感知，而随着动力电池价格的不断下跌，蔚来BaaS的渗透率很可能会一同下降，这会对蔚来的销量构成负面影响。蔚来2020年推出BaaS方案的逻辑大体如下：1、这来源于蔚来初始的技术路径和换电战略，在物理上和日常使用上，蔚来品牌有效地将车辆本体与电池进行了感知分割和市场教育；2、动力电池在性能上仍然达不到大众消费者的需求标准，同时人们担心当时的电池会很快面临技术/性能上的淘汰；3、2020年国内新能源车市场还处在爆发前期，此时动力电池供给端产能有限，随着行业快速进入高渗透率阶段，动力电池价格也开始不断走高，“追涨杀跌”，消费者会容易接受BaaS方案；4、BaaS方案能够有效拉低蔚来车辆的起售价格，BaaS用户只要支付车辆本体价格即可提车，每月再支付一笔电池租金即可完成整个购车。因此，电池价格越高，蔚来车辆的起售价格就能拉得越低，意味着目标市场也就越大；5、对于蔚来而言，BaaS车辆的整车（车架+电池）价格会一次性计入到当期营收中，所以BaaS方案能够有效增加蔚来的营收规模。从2020年到2023年上半年，动力电池产能愈发紧缺，电池价格一路上扬，这个阶段蔚来BaaS的渗透率会比较高，按照2022年蔚能发布的ABN募集说明书推算，BaaS的渗透率大概在30%-40%之间。在这个阶段，动力电池的报价基本介于800元/度~1000元/度，意味着蔚来一块75度和100度电池的本金对价（7万元和12.8万元）基本是按照成本计算（其中100度电池产能很少，所以溢价会高），这对于BaaS用户来说完全可以接受的。但随着2023年初动力电池报价由800元/度~1000元/度下降至2023年底的400元/度~600元/度，那么上述7万元和12.8万元的电池对价就显得不太合理，BaaS用户的意愿预计将显著下降，从而可能对蔚来的销量规模构成负面影响。并且，如今动力电池的报价还在继续走低，这背后是整个产业结构和产能过剩导致的结果，这意味着在未来一两年时间内很可能会有部分动力电池厂商出清于市场。而在这之前，动力电池报价继续走低（或维持在低位）是可以预计的，这也会进一步左右BaaS用户的渗透。02蔚来的难题：降不降价？如何降价？如果要消除BaaS用户对电池价格的顾虑，蔚来需要按照偏成本的定价方式来重新设定BaaS方案。现在蔚来BaaS方案是，75度/100度电池定价为7万元/12.8万元，月租赁费用为980元/1680元；而按照电池400元/度~600元/度的价格重新推算，其75度/100度电池定价需要调整为4万元/7万元，月租应调整为560元/980元。不过，蔚来大概率很难向下调整其BaaS方案的定价，理由大致如下：1、这会直接损害老用户的利益，影响其“以用户为核心”的品牌力；2、原BaaS用户的电池资产已经按照7万元/12.8万元的价格进入到蔚能资产池中，已转化为底层金融资产或标的（例如发行ABN）；3、蔚能目前正处于资金紧周转期，对存量资产根本没有调整空间；4、2023年底蔚来车辆的存量规模为45万辆，其中估计有十几万辆的BaaS规模，意味着蔚来如果想维持“以用户为核心”的品牌力，就需要拿出十亿级的“补偿”金额给原BaaS用户，这显然不太可能。因此，蔚来主品牌现在的情况是，车辆不降价+BaaS不降价，这可能意味着蔚来主品牌的销量很难继续上量，对上述规模化拐点的贡献会比较小。进而，我们再把目光聚焦在其第二品牌上。按照目前新能源家用B级车（包括轿车和SUV）的行业竞争态势来看，蔚来第二品牌可能将面临“生不逢时”的尴尬情况（类似于小米汽车如今的处境），换言之就是太迟了。其第二品牌首款车型定位20万元级、对标model Y，在这个定语范围内的车型有问界M7/M5、小鹏G6/G9、智己LS6、宋L、昊铂HT等；如果把范围扩展至轿车，还包括极氪001/007、汉、海豹、银河E8、小鹏P7、星纪元ES、昊铂GT等。这些车大多都是对标特斯拉车型，并且部分车型已经击穿20万元价格。所以，现在还在性能维度做宣传比较是缺乏舆论影响力的，这表明蔚来第二品牌首款车型的核心竞争力依然是换电。在这种情况下，我们可以大致推演和感受一下这款车型的BaaS方案和其市场吸引力。1、这款车型（甚至是整个第二品牌）大概率不会效仿蔚来车型的配置方案（即高低配置仅由电池大小做区分），这是因为电池价差在缩小，车型价格区间需要在车身硬件配置上做区隔，这有利于提升当个车型的整体毛利率；2、以低配车型20万元起售价为例，即便车型有换电功能的加持，但在绝对价格维度并不具备很强的竞争力。在消费者的核心决策层面，换电功能到底值多少溢价可能仍有待商榷，现在只能说产品在同等价格维度上，有换电功能更是锦上添花的存在；3、如果按照蔚来主品牌现有的BaaS方案做平移，那么75度电的低配车型能够直接将起售价拉低至13万元，这个价格虽然囊括了大部分购车人群，但他们大部分又都是价格敏感者，其中到底能有多少人会为一块4万元左右的电池每月支付980元租金？可想而知；4、若按照上述动力电池400元/度~600元/度来推算，75度/100度电池的BaaS方案对价应该为4万元/7万元，月租价为560元/980元，这一方案虽然只把低配车型的起售价拉低至16万元，但胜在电池月租金相对合理。因此，这一BaaS方案大概率能够兼顾目标消费群体的扩充，同时也能够保证一定的BaaS转化比例。可见，通过BaaS方案降价的方式，蔚来第二品牌确实有机会撬动更大的市场盘子，从而尽可能帮助蔚来在有限时间内加速实现规模化拐点的目标。03 “价格双轨”下，蔚来品牌要“二选一”如此一来，蔚来大概率将采取“主品牌不降价+BaaS不降价”和“第二品牌平价（或该级别主流价格段）+BaaS降价”的双品牌策略。但，又由于双品牌车主将共享换电基础设施的原因，“价格双轨”必然导致蔚来主品牌的BaaS用户将被背刺，引发整个主品牌车主的不满，进而影响未来蔚来主品牌的销量基本盘，不排除会出现缩量的情况。但这也是蔚来不得不面对的结果。如果蔚来仍要继续维持“以用户为核心”的品牌力，其就需要针对原BaaS用户推出一些权益补偿（例如免费充换电等），但也仅此而已。这样一来，蔚来第二品牌的权重就会陡增，其必然会尽全力打好这张牌。那么，我们也就有必要进一步了解其第二品牌至少需要达成什么样的目标，才能够抵消“价格双规”对整个蔚来的负面影响。在讨论这个问题之前，我们需要知道第二品牌BaaS方案未来可能会面临的一些大致情况。1、还是按照2023年末的动力电池价格推算，第二品牌BaaS方案大概是75度/100度电池的资产对价为4万元/7万元，月租为560元/980元；2、在第二品牌及车型正式发布和上市之前，若动力电池价格继续下跌（这是大概率事件），那么上述方案还需要继续向下调整；3、目前动力电池行业已经有意卷向0.3wh/元，因此不排除2024下半年行业出现300元/度~400元/度的报价，如果还是按偏成本的方式计算，届时第二品牌BaaS方案大概是75度/100度电池的资产对价为2.5万元/4万元，月租为350元/560元；4、这样的BaaS方案可能会令其失去BaaS模式最初设立的意义，当资产价格越高的时候，资产金融化（例如分期/租赁等）的意向就越高，反之则越低，因此，这个BaaS方案的实际转化率可能会比较低。可见，如今动力电池行业的走势会对蔚来BaaS方案的设计构成很大影响。而BaaS模式对于蔚来而言，其最大作用就是拉低车辆起售价，从而扩大销售/营收规模。同时，BaaS对电池资产的定价以其转化率又会直接影响蔚能入池资产的规模，进而影响蔚能本身的运转情况。根据上一篇文章《蔚能换电“赌”未来》第四节内容的逻辑，如果蔚能要实现商业自循环，其现阶段入池资产的规模只能越来越大，目前蔚能很可能仍然在依靠融资/借款的方式来维持其正常运转。因此，蔚来第二品牌的首个目标就是，其BaaS方案带来的电池资产规模至少要与之前蔚来主品牌的BaaS转化规模一样。结合2022年的蔚来ABN募集说明书以及近几期蔚来财报数据计算，这几年蔚能向蔚来购入的电池金额大概在30亿元，换言之，蔚来第二品牌BaaS带来的入池资产至少要达到30亿元量级。再按照2022年蔚来BaaS大概30%~40%的转化率计算，在电池对价为4万元/7万元、入池电池均价为5万元的情况下，蔚来第二品牌的销量需要达到年销售15万辆~20万辆的规模；而在对价为2.5万元/4万元、入池均价为3万元的情况下，其第二品牌的年销量需要达到25万辆~33万辆。需要注意的是，30%~40%的BaaS转化率可能是偏理想的情况，实际在电池行业下跌过程中BaaS到底能不能达到这一数据区间仍有待商榷。站在上述推演内容的基础之上，再看近期蔚来释放的关于其第二品牌的信息——“20万元级家用”“首款车型对标model Y”“支持换电”等，个人感觉，无论是对同业车企还是消费市场，其释放信息的冲击力和吸引力并不强烈。如果蔚来真的按照这些信息发布和销售其第二品牌及车型，那么蔚来要在有限的时间内实现商业性拐点的目标的概率可能会大打折扣。个人希望，蔚来释放这些信息只是在试探市场，届时还是会在定价上做适当调整，因为其第二品牌的终极任务就是规模。04 要掌握主动权，蔚来需要降价我们再将目光聚焦到规模本身。2023年末，蔚来汽车的存量规模为45万辆，距离其商业性拐点规模的近150万辆仍有100万辆的差距。按照行业之前公认的新能源车企最后盈利时间表——2025年，蔚来只剩两年时间。考虑到蔚来独有的换电资产所具备的战略价值，在资本层面可能会延后其理论上的deadline，但估计也就是2026年，并且代价就是股权的大比例出让。在这一情况下，蔚来需要到2026年实现盈利（甚至是年度盈利），换言之，蔚来需要在不到3年时间里完成100万辆基于换电生态的规模增量。由于“蔚来不降价+BaaS不降价”的预设条件，蔚来主品牌销量在未来3年时间里大概率将面临逐年萎缩的情况，预期其主品牌未来3年的销量分别为16万辆、12万辆、10万辆。蔚来第二品牌预计今年4季度上量，2025年很理想的情况就是追上主品牌销量，2026年实现30%的规模增长（预计这一数字已经远超该年的行业增速），这两年合计为28万辆。进而，在很乐观的情况下，2026年蔚来的累计销量能够达到110万辆左右，而剩下的40万辆则需要换电合作车企来贡献。目前蔚来已建立战略换电合作的车企为长安、吉利、江淮、奇瑞4家，未来可能会扩充至5~6家的规模。按照吉利睿蓝2023年3.8万辆的销量估计，理论上，合作车企如果是主动加入到换电生态中，那么到2026年它们的换电车型累计达到40万辆的概率会很乐观；但如果合作车企是被动加入（或借机卡位换电赛道），那么它们的推进速度就要大打折扣。可见，只有在非常乐观且合作顺利的情况下，蔚来才能够在2026年实现规模目标，但这中间几乎没有容错和冗余空间，而未来行业竞争态势、消费市场活力、国际政经环境等诸多环境因素均面临很大挑战，这让蔚来的处境非常被动。如果要尽可能地掌握主动权，蔚来就还是要靠自身的销量加速其规模化进程。 因此，蔚来需要降价。目前，蔚来最核心的资产和战略就是换电资产和换电生态，也是其最大的比较优势。2024年其计划再建设1000座换电站，这一资本投入大概有需要30亿元，这一动作本身就突出了换电业务/战略的重要性和逻辑性。如果短时间内在规模上得不到扩张，那么规模庞大的换电站的折旧成本将拉低蔚来其他业务的毛利率，而在现在的行业趋势下，新能源车高端化/高毛利策略注定是无法换得规模。蔚来必须要在两者之间做一个取舍。上面表格数据反映的是关于蔚来其他业务实现扭亏的大致拐点规模，当“保有量/换电站数量”达到500上下时，蔚来其他业务的毛利率可能能够转正。其中，2021年标黄的数据需要调整，当年其他业务收入包括6亿元~10亿元的双积分收入，其调整后的毛利率在-14%~-28%之间，调整后“其他业务收入/保有量”在1.18万元~1.42万元之间。具体的逻辑关系可参考文章《蔚来换电“赌”未来》。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3441,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514505158756796","authorId":"3514505158756796","name":"飞飞世界","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"子品牌20w以上的话 感觉销量不会高","text":"子品牌20w以上的话 感觉销量不会高","html":"子品牌20w以上的话 感觉销量不会高"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276099052585192,"gmtCreate":1708437200017,"gmtModify":1708437201662,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"这标题起的，带节奏[打脸]&nbsp;&nbsp;","listText":"这标题起的，带节奏[打脸]&nbsp;&nbsp;","text":"这标题起的，带节奏[打脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276099052585192","repostId":"2412123454","repostType":2,"repost":{"id":"2412123454","pubTimestamp":1708419884,"share":"https://www.laohu8.com/m/news/2412123454?lang=&edition=full","pubTime":"2024-02-20 17:04","market":"us","language":"zh","title":"南京蔚来换电站起火？ 目击者：差点烧到","url":"https://stock-news.laohu8.com/highlight/detail?id=2412123454","media":"凤凰网科技","summary":"凤凰网科技讯 2月20日，今日有网友传播蔚来南京换电站起火引发热议，经凤凰网科技调查，该消息不实。据扬子晚报报道，20日下午，南京鼓楼区幕府西路一处空地堆放物发生火灾，而蔚来南京幕府西路换电站与起火地点一路之隔。有网友在蔚来换电站一侧拍摄火灾，并称差点烧到换电站。据目击者称，火情发生后，很快消防车就赶到了现场，在消防人员的扑救下，十分钟左右就将明火扑灭，现场无人员伤亡。目前，火灾具体原因还在调查中。","content":"<html><body><p>凤凰网科技讯（作者/于雷） 2月20日，今日有网友传播<a href=\"https://laohu8.com/S/NIO\">蔚来</a>南京换电站起火引发热议，经凤凰网科技调查，该消息不实。据扬子晚报报道，20日下午，南京鼓楼区幕府西路一处空地堆放物发生火灾，而<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>南京幕府西路换电站与起火地点一路之隔。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_08/ADE722090FADCF2075598B56F0036C22F0B1561B_size265_w503_h815.jpg\"/></p><p><img src=\"https://x0.ifengimg.com/ucms/2024_08/7AE191F4366A60735C6C9762D1CC60BB3439D31C_size87_w541_h470.png\"/></p><p>据扬子晚报报道，火灾发生在南京鼓楼区幕府西路88号附近。从现场目击者了解到，现场主要燃烧物质为空地堆放的塑料隔离挡板及树木等，起火瞬间火势迅速向上蔓延，可能是空地堆放的塑料隔离挡板先着火，随后引燃了旁边的树木。虽然当时天空下着小雨，但滚滚浓烟还是冲天而起。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_08/29BA65C875B953DA4FAD3C9FF3605D0A5F50F550_size255_w1179_h663.jpg\"/></p><p>有网友在蔚来换电站一侧拍摄火灾，并称差点烧到换电站。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_08/E82E03634B7C6E5733200EE2654C86FE0B036AD6_size46_w748_h501.jpg\"/></p><p>据目击者称，火情发生后，很快消防车就赶到了现场，在消防人员的扑救下，十分钟左右就将明火扑灭，现场无人员伤亡。目前，火灾具体原因还在调查中。</p></body></html>","source":"fenghuang_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>南京蔚来换电站起火？ 目击者：差点烧到</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南京蔚来换电站起火？ 目击者：差点烧到\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-20 17:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8XKduroIuMo><strong>凤凰网科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凤凰网科技讯（作者/于雷） 2月20日，今日有网友传播蔚来南京换电站起火引发热议，经凤凰网科技调查，该消息不实。据扬子晚报报道，20日下午，南京鼓楼区幕府西路一处空地堆放物发生火灾，而蔚来南京幕府西路换电站与起火地点一路之隔。据扬子晚报报道，火灾发生在南京鼓楼区幕府西路88号附近。从现场目击者了解到，现场主要燃烧物质为空地堆放的塑料隔离挡板及树木等，起火瞬间火势迅速向上蔓延，可能是空地堆放的塑料...</p>\n\n<a href=\"https://tech.ifeng.com/c/8XKduroIuMo\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4526":"热门中概股","BK1119":"汽车制造商","BK4574":"无人驾驶","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4505":"高瓴资本持仓","LU0052750758.USD":"富兰克林中国基金A Acc","BK4581":"高盛持仓","BK4504":"桥水持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4099":"汽车制造商","NIO.SI":"蔚来","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","09866":"蔚来-SW","NIO":"蔚来","BK4509":"腾讯概念","BK1588":"回港中概股"},"source_url":"https://tech.ifeng.com/c/8XKduroIuMo","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2412123454","content_text":"凤凰网科技讯（作者/于雷） 2月20日，今日有网友传播蔚来南京换电站起火引发热议，经凤凰网科技调查，该消息不实。据扬子晚报报道，20日下午，南京鼓楼区幕府西路一处空地堆放物发生火灾，而蔚来南京幕府西路换电站与起火地点一路之隔。据扬子晚报报道，火灾发生在南京鼓楼区幕府西路88号附近。从现场目击者了解到，现场主要燃烧物质为空地堆放的塑料隔离挡板及树木等，起火瞬间火势迅速向上蔓延，可能是空地堆放的塑料隔离挡板先着火，随后引燃了旁边的树木。虽然当时天空下着小雨，但滚滚浓烟还是冲天而起。有网友在蔚来换电站一侧拍摄火灾，并称差点烧到换电站。据目击者称，火情发生后，很快消防车就赶到了现场，在消防人员的扑救下，十分钟左右就将明火扑灭，现场无人员伤亡。目前，火灾具体原因还在调查中。","news_type":1},"isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":264750373507184,"gmtCreate":1705658806845,"gmtModify":1705658809363,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"保时捷的今天就是BBA的明天","listText":"保时捷的今天就是BBA的明天","text":"保时捷的今天就是BBA的明天","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/264750373507184","repostId":"2404800541","repostType":2,"repost":{"id":"2404800541","pubTimestamp":1705645201,"share":"https://www.laohu8.com/m/news/2404800541?lang=&edition=full","pubTime":"2024-01-19 14:20","market":"sh","language":"zh","title":"对不起，我不买保时捷了","url":"https://stock-news.laohu8.com/highlight/detail?id=2404800541","media":"价值星球Planet","summary":"并且，中国市场成为保时捷唯一销量下滑的单一市场。中国富人不买保时捷了2023年是中国汽车市场的辉煌之年。事实上，保时捷在中国有过高光时刻。彼时，保时捷在中国已连续20年刷新销售业绩。然而，就在2022年，保时捷在中国市场的销量首次遇挫，同比下滑2.5%。在新能源产品线之外，保时捷的其他产品正处在更新换代的空窗期，进一步影响了销量的增长。另外，保时捷本身品质和服务上的问题，也在影响其销量。","content":"<html><body><p><img src=\"https://x0.ifengimg.com/ucms/2024_03/9E66B9ADD1B7B828E5F4E6FC8A306C91B4B3A9A5_size721_w1080_h629.png\"/></p><p>作者 | 竹铭</p><p>编辑 | 唐飞</p><p>中国汽车行业，如今出现一个有意思的现象：自主品牌向“上”，合资品牌向“下”。</p><p>随着<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、“蔚小理”等汽车品牌不断发力，国产汽车的销量一路飙升，同时价格也不断上探。乘联会最新数据显示，2023年12月自主品牌零售量124万辆，同比增长17%。</p><p>另一方面，外资汽车品牌在国内的价格和销量却出现下滑。2023年12月，主流合资汽车品牌零售量为79万辆，同比下降7%。</p><p>尤其值得一提的是，往日带有豪车光环的保时捷，在国内遭遇了滑铁卢。</p><p>1月12日，保时捷发布数据显示，2023年全球交付32万辆，同比增长3%，中国市场交付量为7.93万辆，同比下降15%。并且，中国市场成为保时捷唯一销量下滑的单一市场。</p><p>国内汽车市场里的诸多玩家正铆足劲吸引消费者，竞争愈发白热化。在此形势下，此前具备品牌优势的保时捷为何调头向下？</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_03/7F8158BA126C25EA568B82204763D68E55A2429D_size3_w750_h110.png\"/></p><p><strong>中国富人不买保时捷了</strong></p><p>2023年是中国汽车市场的辉煌之年。</p><p>根据乘联会发布的最新数据，2023年国内乘用车累计销售2169.9万辆，同比增长5.6%。同时，高端市场表现也十分出色。2023年，国内高端品牌乘用车销量451.6万辆，同比增长15.4%，较国内乘用车总体销量增速高出11.2个百分点</p><p>这幅蓬勃光景，与保时捷销量大幅下滑的落寞气息，形成鲜明对比。</p><p>事实上，保时捷在中国有过高光时刻。2001年，保时捷进入中国市场。2015年，中国市场成为保时捷全球最大单一市场，并在2021年达到历史销量新高。彼时，保时捷在中国已连续20年刷新销售业绩。</p><p>相关数据显示，2015年-2021年保时捷在中国市场的销量分别为5.80万辆、6.52万辆、7.15万辆、8.01万辆、8.68万辆、8.90万辆、9.57万辆。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_03/C64F00EE2B86AC1281F1D70554382D78A4E6D3B1_size209_w1080_h496.png\"/></p><p>保时捷销量节节高升离不开它的定位。</p><p>从定位上看，保时捷比BBA更高端，但又不及宾利、阿斯顿·马丁等超<a href=\"https://laohu8.com/S/DLX\">豪华</a>车。比如，保时捷718是保时捷旗下的入门的跑车，50多万的价位即可拿下。</p><p>因此，保时捷受到原BBA车主的喜爱，成为他们消费升级的选项之一。保时捷曾在招股书中表示，其历年来在中国的销量增长，主要是受到越来越多的高净值人士的推动，包括越来越多的女性和千禧一代。截至2022年，保时捷中国车主一半是女性，平均年龄不超过40岁，家庭平均年收入约41万欧元（约304万元人民币）。</p><p>然而，就在2022年，保时捷在中国市场的销量首次遇挫，同比下滑2.5%。2023年，这股下滑趋势仍在延续。</p><p>下滑的不止销量，还有价格。</p><p>以往，保时捷的热门车型都需要加价买。不过，2023年这些热门车型开始降价，比如保时捷911最多能优惠4%，Panamera降价空间给到10%以上，Macan甚至能够给到20%以上的价格让步空间。</p><p>即便降价空间如此大，保时捷销量依然没提上去。部分原因在于，大幅降价之下，消费者出于保值考虑，反而产生“买涨不买跌”的心理。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_03/E77837C6088AA6B29B93961D9518B808090294FA_size793_w1080_h520.png\"/></p><p>911 Carrera。图源：保时捷官网</p><p>在二手车市场上，保时捷一度是最能“抗跌”的豪华车型，然而现在也“跌跌不休”。比如，一台2019年落地价69.8万元的保时捷 Macan，里程5万公里左右，有些城市的二手车商直接报价三十万出头。总体上看，保时捷的保值率在2023年第三季度已经跌到了81.71%，比上一个季度下降了接近3%。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_03/0C5FC05B01811042FC0C599D309A9142D59ADECD_size3_w750_h110.png\"/></p><p><strong>保时捷，正被新能源时代抛弃</strong></p><p>网络上流行一句话，“一个人的命运，当然要靠自我奋斗，但是也要考虑到历史的行程”。</p><p>这句话放在汽车品牌身上同样适用。无论是站在潮头之上，还是从高处往下走，都绕不开品牌自身和时代潮水的双重作用。保时捷失去中国消费者，也在于这两方面的原因。</p><p>新能源汽车的浪潮滚滚来袭，已大有压倒燃油车的趋势。2023年，国内新能源车累计零售773.6万辆，同比增长36.2%。</p><p>几乎所有车企都认为，市场新增量就存在于新能源时代。</p><p>国内很多汽车品牌，如比亚迪、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、极氪等乘着新能源的东风，站在潮头之上。同时，这些品牌还在不断往上跃迁，比如比亚迪仰望U6、昊铂SSR、<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>ET9、极氪001FR等在价格上不断逼近甚至超过百万，直指保时捷所在的豪华市场。</p><p>有中国车主调侃称，“再不努力只能开BBA了”。</p><p>不过，保时捷在新能源车领域却鲜少有新动作，产品线相对较弱。目前，保时捷仅有Taycan一款量产纯电车型，卡宴、Panemera等产品还在插电混动阶段。整体上看，保时捷的新能源汽车布局的广度和深度都不够，这会带来一个严重的问题——品牌效应减弱。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_03/96AA6DA66AB20543E3B02A56A8648E6F0D11447A_size795_w1080_h608.png\"/></p><p>Taycan GTS。图源：保时捷官网</p><p>在燃油车时代，保时捷的品牌溢价主要体现在性能领先上。然而，新能源汽车时代，各汽车品牌的性能差距在缩小，保时捷的性能优势被撼动，这就会让部分消费者转投其他品牌怀抱。2021年后，Taycan在国内的交付量就逐渐下滑。2023年3月，Taycan月销308辆，到7月销量跌到275辆。</p><p>在新能源产品线之外，保时捷的其他产品正处在更新换代的空窗期，进一步影响了销量的增长。</p><p>保时捷在国内的两款热销车型——Panamera和Macan，至少六年没有更新换代了。保时捷中国总裁及首席执行官柯时迈（Michael Kirsch）在财报会上坦言，保时捷最受中国市场欢迎的车型卡宴（cayenne），在2023年面临新旧款切换，拖累了在中国的销量。</p><p>另外，保时捷本身品质和服务上的问题，也在影响其销量。在黑猫投诉上，有1071条关于保时捷的投诉，一些消费者吐槽其售后服务、产品质量问题。2022年的“减配门”事件和频频召回，对其品牌形象和口碑也造成打击。</p><p>要知道，消费者对于高端汽车品牌的要求和期望往往更高。如果产品或者服务出现问题，在如今的社交媒体时代会传播地更快，对口碑和销量会产生更大影响。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_03/FEEAF29E0D6C2E0D9C50621E3542EA9007ED7097_size3_w750_h110.png\"/></p><p><strong>如何重新吸引消费者？</strong></p><p>在国内激烈竞争的汽车行业，各路玩家不断涌现，供给大大丰盛，市场天平其实已经从厂商偏向消费者，从而进入了消费者主权时代。</p><p>早在1935年，诺贝尔经济学奖得主哈耶克就提出了“消费者主权”理论。在物质极为丰富的时代，消费者进一步掌控“主权”，企业生产什么，生产多少，应当由消费者的意愿和偏好决定。</p><p>如今在国内厮杀的汽车品牌，同样要锚定用户需求。在理解和满足用户需求方面，中国汽车品牌是占有优势的，因此崛起之路走的比较顺畅。比如，蔚来的服务深得高净值人群的青睐，理想满足了国内中产阶级的家庭需求，进而获得偏爱。同时，国内车企也更愿意倾听消费者建议，最近小米汽车根据用户反馈修改尾标就是一个典型。</p><p>对于保时捷而言，在外部环境和自身原因的双重压力之下，要重新吸引中国消费者目光，其实要分两步。</p><p>首先，就是要加快布局新能源汽车。</p><p>麦肯锡预测，到2031年纯电动车将在所有豪华车细分市场占据主导地位。</p><p>按照保时捷的规划，目标到2025年超过50%交付的新车将是电动汽车；到2030年，超过80%交付的新车将是纯电动汽车。这个进度并不算快，相对比亚迪等车企的“转型”甚至显得很慢。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_03/1D0B402563EB9FDB725BE603A0B13EABAA246FC0_size821_w1080_h515.png\"/></p><p>Macan。图源：保时捷官网</p><p>其次，在新能源汽车的浪潮下，要紧紧锚定消费者需求。如今新能源汽车消费者的两大核心需求，就是<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>和补能。</p><p>汽车圈人士已经形成一个共识，就是新能源汽车的下半场将属于智能化。汽车不再是单纯的交通工具，而是一种移动智能终端。据国家发改委统计数据，2025年中国智能汽车渗透率将达82％，2030年将达到95％。</p><p>在燃油车时代，保时捷凭借发动机的性能领先，实现品牌溢价。在当下的新能源汽车时代，满足消费者智能体验是更为迫切的。</p><p>除了智能，中国的新能源汽车消费者还尤为看重补能。</p><p>工信部数据显示，2022年中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车车桩比约为2.7:1。这距离其此前提出的“2025年实现车桩比2:1”的目标还有差距。</p><p>不少中国车主存在续航焦虑，因此如果车企拥有更完善的充电网络，无疑能够获得更多青睐。近期，针对中国车主的补能焦虑，奔驰和宝马就宣布联手在中国市场共建超级充电网络，根据规划，至2026年底该合资公司在中国建设至少1000座超级充电站。</p><p>目前，保时捷尊享充电在全国90余个城市设立了338座充电桩，但是依然不够。接下来，如何通过多方合作建设更大的补能网络是保时捷需要做的事情。</p><p>当下的中国汽车市场，处在风云变幻的格局重塑期，弯道超车和怠慢掉队在同步发生。</p><p>燃油车时代获得热捧的高端品牌，不能一直躺在功劳簿上睡大觉，否则将坐吃山空被消费者抛弃。精准洞察消费者需求，以及更深度满足他们的需求，才是汽车品牌长久的生存之道。</p></body></html>","source":"fenghuang_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>对不起，我不买保时捷了</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{ 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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对不起，我不买保时捷了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-19 14:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8WTLm1nTeHk><strong>价值星球Planet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 竹铭编辑 | 唐飞中国汽车行业，如今出现一个有意思的现象：自主品牌向“上”，合资品牌向“下”。随着比亚迪、“蔚小理”等汽车品牌不断发力，国产汽车的销量一路飙升，同时价格也不断上探。乘联会最新数据显示，2023年12月自主品牌零售量124万辆，同比增长17%。另一方面，外资汽车品牌在国内的价格和销量却出现下滑。2023年12月，主流合资汽车品牌零售量为79万辆，同比下降7%。尤其...</p>\n\n<a href=\"https://tech.ifeng.com/c/8WTLm1nTeHk\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4526":"热门中概股","BK4574":"无人驾驶","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4505":"高瓴资本持仓","NIO.SI":"蔚来","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","NIO":"蔚来","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4509":"腾讯概念","09866":"蔚来-SW"},"source_url":"https://tech.ifeng.com/c/8WTLm1nTeHk","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2404800541","content_text":"作者 | 竹铭编辑 | 唐飞中国汽车行业，如今出现一个有意思的现象：自主品牌向“上”，合资品牌向“下”。随着比亚迪、“蔚小理”等汽车品牌不断发力，国产汽车的销量一路飙升，同时价格也不断上探。乘联会最新数据显示，2023年12月自主品牌零售量124万辆，同比增长17%。另一方面，外资汽车品牌在国内的价格和销量却出现下滑。2023年12月，主流合资汽车品牌零售量为79万辆，同比下降7%。尤其值得一提的是，往日带有豪车光环的保时捷，在国内遭遇了滑铁卢。1月12日，保时捷发布数据显示，2023年全球交付32万辆，同比增长3%，中国市场交付量为7.93万辆，同比下降15%。并且，中国市场成为保时捷唯一销量下滑的单一市场。国内汽车市场里的诸多玩家正铆足劲吸引消费者，竞争愈发白热化。在此形势下，此前具备品牌优势的保时捷为何调头向下？中国富人不买保时捷了2023年是中国汽车市场的辉煌之年。根据乘联会发布的最新数据，2023年国内乘用车累计销售2169.9万辆，同比增长5.6%。同时，高端市场表现也十分出色。2023年，国内高端品牌乘用车销量451.6万辆，同比增长15.4%，较国内乘用车总体销量增速高出11.2个百分点这幅蓬勃光景，与保时捷销量大幅下滑的落寞气息，形成鲜明对比。事实上，保时捷在中国有过高光时刻。2001年，保时捷进入中国市场。2015年，中国市场成为保时捷全球最大单一市场，并在2021年达到历史销量新高。彼时，保时捷在中国已连续20年刷新销售业绩。相关数据显示，2015年-2021年保时捷在中国市场的销量分别为5.80万辆、6.52万辆、7.15万辆、8.01万辆、8.68万辆、8.90万辆、9.57万辆。保时捷销量节节高升离不开它的定位。从定位上看，保时捷比BBA更高端，但又不及宾利、阿斯顿·马丁等超豪华车。比如，保时捷718是保时捷旗下的入门的跑车，50多万的价位即可拿下。因此，保时捷受到原BBA车主的喜爱，成为他们消费升级的选项之一。保时捷曾在招股书中表示，其历年来在中国的销量增长，主要是受到越来越多的高净值人士的推动，包括越来越多的女性和千禧一代。截至2022年，保时捷中国车主一半是女性，平均年龄不超过40岁，家庭平均年收入约41万欧元（约304万元人民币）。然而，就在2022年，保时捷在中国市场的销量首次遇挫，同比下滑2.5%。2023年，这股下滑趋势仍在延续。下滑的不止销量，还有价格。以往，保时捷的热门车型都需要加价买。不过，2023年这些热门车型开始降价，比如保时捷911最多能优惠4%，Panamera降价空间给到10%以上，Macan甚至能够给到20%以上的价格让步空间。即便降价空间如此大，保时捷销量依然没提上去。部分原因在于，大幅降价之下，消费者出于保值考虑，反而产生“买涨不买跌”的心理。911 Carrera。图源：保时捷官网在二手车市场上，保时捷一度是最能“抗跌”的豪华车型，然而现在也“跌跌不休”。比如，一台2019年落地价69.8万元的保时捷 Macan，里程5万公里左右，有些城市的二手车商直接报价三十万出头。总体上看，保时捷的保值率在2023年第三季度已经跌到了81.71%，比上一个季度下降了接近3%。保时捷，正被新能源时代抛弃网络上流行一句话，“一个人的命运，当然要靠自我奋斗，但是也要考虑到历史的行程”。这句话放在汽车品牌身上同样适用。无论是站在潮头之上，还是从高处往下走，都绕不开品牌自身和时代潮水的双重作用。保时捷失去中国消费者，也在于这两方面的原因。新能源汽车的浪潮滚滚来袭，已大有压倒燃油车的趋势。2023年，国内新能源车累计零售773.6万辆，同比增长36.2%。几乎所有车企都认为，市场新增量就存在于新能源时代。国内很多汽车品牌，如比亚迪、蔚来、极氪等乘着新能源的东风，站在潮头之上。同时，这些品牌还在不断往上跃迁，比如比亚迪仰望U6、昊铂SSR、蔚来ET9、极氪001FR等在价格上不断逼近甚至超过百万，直指保时捷所在的豪华市场。有中国车主调侃称，“再不努力只能开BBA了”。不过，保时捷在新能源车领域却鲜少有新动作，产品线相对较弱。目前，保时捷仅有Taycan一款量产纯电车型，卡宴、Panemera等产品还在插电混动阶段。整体上看，保时捷的新能源汽车布局的广度和深度都不够，这会带来一个严重的问题——品牌效应减弱。Taycan GTS。图源：保时捷官网在燃油车时代，保时捷的品牌溢价主要体现在性能领先上。然而，新能源汽车时代，各汽车品牌的性能差距在缩小，保时捷的性能优势被撼动，这就会让部分消费者转投其他品牌怀抱。2021年后，Taycan在国内的交付量就逐渐下滑。2023年3月，Taycan月销308辆，到7月销量跌到275辆。在新能源产品线之外，保时捷的其他产品正处在更新换代的空窗期，进一步影响了销量的增长。保时捷在国内的两款热销车型——Panamera和Macan，至少六年没有更新换代了。保时捷中国总裁及首席执行官柯时迈（Michael Kirsch）在财报会上坦言，保时捷最受中国市场欢迎的车型卡宴（cayenne），在2023年面临新旧款切换，拖累了在中国的销量。另外，保时捷本身品质和服务上的问题，也在影响其销量。在黑猫投诉上，有1071条关于保时捷的投诉，一些消费者吐槽其售后服务、产品质量问题。2022年的“减配门”事件和频频召回，对其品牌形象和口碑也造成打击。要知道，消费者对于高端汽车品牌的要求和期望往往更高。如果产品或者服务出现问题，在如今的社交媒体时代会传播地更快，对口碑和销量会产生更大影响。如何重新吸引消费者？在国内激烈竞争的汽车行业，各路玩家不断涌现，供给大大丰盛，市场天平其实已经从厂商偏向消费者，从而进入了消费者主权时代。早在1935年，诺贝尔经济学奖得主哈耶克就提出了“消费者主权”理论。在物质极为丰富的时代，消费者进一步掌控“主权”，企业生产什么，生产多少，应当由消费者的意愿和偏好决定。如今在国内厮杀的汽车品牌，同样要锚定用户需求。在理解和满足用户需求方面，中国汽车品牌是占有优势的，因此崛起之路走的比较顺畅。比如，蔚来的服务深得高净值人群的青睐，理想满足了国内中产阶级的家庭需求，进而获得偏爱。同时，国内车企也更愿意倾听消费者建议，最近小米汽车根据用户反馈修改尾标就是一个典型。对于保时捷而言，在外部环境和自身原因的双重压力之下，要重新吸引中国消费者目光，其实要分两步。首先，就是要加快布局新能源汽车。麦肯锡预测，到2031年纯电动车将在所有豪华车细分市场占据主导地位。按照保时捷的规划，目标到2025年超过50%交付的新车将是电动汽车；到2030年，超过80%交付的新车将是纯电动汽车。这个进度并不算快，相对比亚迪等车企的“转型”甚至显得很慢。Macan。图源：保时捷官网其次，在新能源汽车的浪潮下，要紧紧锚定消费者需求。如今新能源汽车消费者的两大核心需求，就是智能和补能。汽车圈人士已经形成一个共识，就是新能源汽车的下半场将属于智能化。汽车不再是单纯的交通工具，而是一种移动智能终端。据国家发改委统计数据，2025年中国智能汽车渗透率将达82％，2030年将达到95％。在燃油车时代，保时捷凭借发动机的性能领先，实现品牌溢价。在当下的新能源汽车时代，满足消费者智能体验是更为迫切的。除了智能，中国的新能源汽车消费者还尤为看重补能。工信部数据显示，2022年中国新能源汽车车桩比约为2.7:1。这距离其此前提出的“2025年实现车桩比2:1”的目标还有差距。不少中国车主存在续航焦虑，因此如果车企拥有更完善的充电网络，无疑能够获得更多青睐。近期，针对中国车主的补能焦虑，奔驰和宝马就宣布联手在中国市场共建超级充电网络，根据规划，至2026年底该合资公司在中国建设至少1000座超级充电站。目前，保时捷尊享充电在全国90余个城市设立了338座充电桩，但是依然不够。接下来，如何通过多方合作建设更大的补能网络是保时捷需要做的事情。当下的中国汽车市场，处在风云变幻的格局重塑期，弯道超车和怠慢掉队在同步发生。燃油车时代获得热捧的高端品牌，不能一直躺在功劳簿上睡大觉，否则将坐吃山空被消费者抛弃。精准洞察消费者需求，以及更深度满足他们的需求，才是汽车品牌长久的生存之道。","news_type":1},"isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":264122468966520,"gmtCreate":1705500218426,"gmtModify":1705500769805,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>最近新能源车连续下降，是价格战导致的盈利预期减少原因，还是特朗普有可能再次上台导致的对中概股不看好？？？","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>最近新能源车连续下降，是价格战导致的盈利预期减少原因，还是特朗普有可能再次上台导致的对中概股不看好？？？","text":"$蔚来(NIO)$ 最近新能源车连续下降，是价格战导致的盈利预期减少原因，还是特朗普有可能再次上台导致的对中概股不看好？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/264122468966520","isVote":1,"tweetType":1,"viewCount":1700,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562697582386387","authorId":"3562697582386387","name":"To The Moon","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1},"content":"都有加上大环境恶化 根本看不到利好的东西出来 所以港股股灾开启","text":"都有加上大环境恶化 根本看不到利好的东西出来 所以港股股灾开启","html":"都有加上大环境恶化 根本看不到利好的东西出来 所以港股股灾开启"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":263705072021704,"gmtCreate":1705416765998,"gmtModify":1705465626344,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>买NIO多数是买长线的，短期涨跌着急个毛线。。。。。。。。。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>买NIO多数是买长线的，短期涨跌着急个毛线。。。。。。。。。","text":"$蔚来(NIO)$ 买NIO多数是买长线的，短期涨跌着急个毛线。。。。。。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/263705072021704","isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3539928148899666","authorId":"3539928148899666","name":"GP黑白熊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"就是 我的put就是买的长线 现在收益87%也不着急卖 继续看空","text":"就是 我的put就是买的长线 现在收益87%也不着急卖 继续看空","html":"就是 我的put就是买的长线 现在收益87%也不着急卖 继续看空"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259504558252056,"gmtCreate":1704365748609,"gmtModify":1704365750337,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"最快今年，最晚明年，要完","listText":"最快今年，最晚明年，要完","text":"最快今年，最晚明年，要完","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259504558252056","repostId":"2400380056","repostType":2,"repost":{"id":"2400380056","pubTimestamp":1704342078,"share":"https://www.laohu8.com/m/news/2400380056?lang=&edition=full","pubTime":"2024-01-04 12:21","market":"hk","language":"zh","title":"高合汽车员工吐槽中东土豪投资有偏见：蔚来资金立马到账","url":"https://stock-news.laohu8.com/highlight/detail?id=2400380056","media":"手机中国","summary":"近日，CNMO注意到，根据“汽车公社”的消息，有高合汽车的员工在采访中表示，他们非常羡慕蔚来汽车，同样是从中东地区的富豪那里获得投资，蔚来的资金可以立马到账，而高合汽车的资金却迟迟不见踪影。部分高合汽车员工都特别羡慕蔚来汽车，“都是从中东土豪那里找钱，凭什么蔚来立马到账，而我们却挂在那儿了？”","content":"<html><body><article><p>【CNMO新闻】近日，CNMO注意到，根据“汽车公社”的消息，有高合汽车的员工在采访中表示，他们非常羡慕<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车，同样是从中东地区的富豪那里获得投资，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>的资金可以立马到账，而高合汽车的资金却迟迟不见踪影。</p><p>近日，在社区截图爆料供应商叫停高合项目之后，紧接着又有网友爆料称，元旦假期第一天晚上高合汽车在飞书发公告，宣布取消员工的餐补、交通补贴、公司班车等福利，引起了广泛关注。</p><p>有几名高合汽车的员工表示，比起各种传闻，更让他们切身感受到寒意的，是费用报销连着几个月杳无音讯，公司曾经许诺的晋升也成了空头支票。同时，这些员工有时候还浮起幻想：说不定中东土豪的投资到手了呢，“据说这笔钱还在谈流程”，“去年工作群里还发了中东土豪和公司高层的合照”。</p><p>部分高合汽车员工都特别羡慕蔚来汽车，“都是从中东土豪那里找钱，凭什么蔚来立马到账，而我们却挂在那儿了？”“我们车比蔚来还高档呢。”</p><p>有员工透露，原先按照高合研发部门的晋升流程，研发助理工程师在工作满一年之后，可以转正为研发工程师，工资能上调不少，“但是现在这个<span>上升通道</span>，虽然没说被堵死，但是迟迟落实不下来。”甚至不少工程师申报的专利，相关费用都被拖着不发。</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>高合汽车员工吐槽中东土豪投资有偏见：蔚来资金立马到账</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高合汽车员工吐槽中东土豪投资有偏见：蔚来资金立马到账\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-04 12:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024010412225987930102&s=b><strong>手机中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【CNMO新闻】近日，CNMO注意到，根据“汽车公社”的消息，有高合汽车的员工在采访中表示，他们非常羡慕蔚来汽车，同样是从中东地区的富豪那里获得投资，蔚来的资金可以立马到账，而高合汽车的资金却迟迟不见踪影。近日，在社区截图爆料供应商叫停高合项目之后，紧接着又有网友爆料称，元旦假期第一天晚上高合汽车在飞书发公告，宣布取消员工的餐补、交通补贴、公司班车等福利，引起了广泛关注。有几名高合汽车的员工表示，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024010412225987930102&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1119":"汽车制造商","BK1588":"回港中概股","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024010412225987930102&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2400380056","content_text":"【CNMO新闻】近日，CNMO注意到，根据“汽车公社”的消息，有高合汽车的员工在采访中表示，他们非常羡慕蔚来汽车，同样是从中东地区的富豪那里获得投资，蔚来的资金可以立马到账，而高合汽车的资金却迟迟不见踪影。近日，在社区截图爆料供应商叫停高合项目之后，紧接着又有网友爆料称，元旦假期第一天晚上高合汽车在飞书发公告，宣布取消员工的餐补、交通补贴、公司班车等福利，引起了广泛关注。有几名高合汽车的员工表示，比起各种传闻，更让他们切身感受到寒意的，是费用报销连着几个月杳无音讯，公司曾经许诺的晋升也成了空头支票。同时，这些员工有时候还浮起幻想：说不定中东土豪的投资到手了呢，“据说这笔钱还在谈流程”，“去年工作群里还发了中东土豪和公司高层的合照”。部分高合汽车员工都特别羡慕蔚来汽车，“都是从中东土豪那里找钱，凭什么蔚来立马到账，而我们却挂在那儿了？”“我们车比蔚来还高档呢。”有员工透露，原先按照高合研发部门的晋升流程，研发助理工程师在工作满一年之后，可以转正为研发工程师，工资能上调不少，“但是现在这个上升通道，虽然没说被堵死，但是迟迟落实不下来。”甚至不少工程师申报的专利，相关费用都被拖着不发。","news_type":1},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256628972708144,"gmtCreate":1703687170539,"gmtModify":1703687172441,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"放下成见，别把蔚来当成人人都有可能买得起的品牌就行了。","listText":"放下成见，别把蔚来当成人人都有可能买得起的品牌就行了。","text":"放下成见，别把蔚来当成人人都有可能买得起的品牌就行了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256628972708144","repostId":"2394212184","repostType":2,"repost":{"id":"2394212184","pubTimestamp":1703638223,"share":"https://www.laohu8.com/m/news/2394212184?lang=&edition=full","pubTime":"2023-12-27 08:50","market":"hk","language":"zh","title":"蔚来向上，靠80万元的ET9行不行？","url":"https://stock-news.laohu8.com/highlight/detail?id=2394212184","media":"锌刻度","summary":"相比其他汽车品牌，尽管蔚来汽车的优惠幅度较小，目前全系车型降价8000元，另有选装基金、换电体验券、购车积分等促销策略，但蔚来被动陷入行业内卷价格战中也是不争的事实。当然蔚来可以参与到上述高端车市场竞争中的前提是，能否依靠其对外所称的现有创新技术及行业领先优势使该品牌新品快速收获足够的市场增量。","content":"<html><head></head><body><blockquote><p><strong>高端市场更卷了</strong></p></blockquote><p>最近<a href=\"https://laohu8.com/S/NIO\">蔚来</a>可以说是风头无两：前脚刚宣布获得了一笔22亿美元的战略融资，后脚就在一年一度的NIO Day上推出了首款行政旗舰豪车ET9，也由此掀起了一阵舆论热潮。</p><p>没错，着眼于“向上”发展的<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>终于有了真正的“高端”车型，尽管它只是个“期货”。</p><p>面对车圈将在2025年进入PK决赛的行业共识，“资金充沛”的蔚来如同<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、BeyonCa、广汽埃安等友商一般，对高端汽车市场进行提前布局外界是可以理解的，但作为一款要等到2025年一季度才能交付的新产品，能否顺利度过这充满了变数一年，成功将掀起的关注度持续转化为实打实的销量，还要先打一个问号。</p><p><strong>降价or冲高，摇摆的“未来”</strong></p><p>在今年NIO Day活动现场，最近因蔚来高管集体“挤牙膏式”自曝预热而关注度高涨的新车ET9终于揭开了神秘的面纱。</p><p>自研<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶芯片神玑NX9031、自研全域900V高压架构、7重驾控安全冗余、智能底盘系统 SkyRide天行……蔚来创始人李斌在向台下观众介绍时，不仅用到多个“第一”来形容这款集蔚来最新技术研发成果于一身的新车，还毫不犹豫地喊出了“ET9将树立行政旗舰的技术标杆，行政旗舰从来都是技术旗舰”的口号。</p><p>“奔驰S级、迈巴赫A8、帕拉梅拉都曾以创新技术引领了他们那个时代，今天在智能电动时代，谁能率先给出答案？”用李斌的话来说，这款搭载了17项全球首发技术、52项同级领先的技术创新、525项技术专利的ET9正是蔚来技术创新的结晶之作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/834ce580122d9336f37d32f1c292e6ad\" tg-width=\"1080\" tg-height=\"548\"/></p><p>发布会上，李斌讲述ET9的技术优势</p><p>而这款被重磅推出的新车，也以80万元的预售价格冲到了蔚来新的售价天花板上。就像此次2023蔚来日的主题“向上”一词，在外界看来，蔚来在此时冲高或是为应对竞争压力，进一步提升品牌力和突出品牌定位。</p><p>正如中国汽车流通协会专家委员会成员颜景辉所言，“虽然百万级车型市场不是主流走量市场，但如果推出一款成功车型，能进一步提升品牌力和溢价能力。”</p><p>此前，李斌也曾表示，“蔚来坚持不降价，我们会推着价格往上走，不在20万元级别与别人‘卷’，蔚来始终要保持自己的高端定位。”</p><p>值得注意的是，降价潮自2023年初以来就成为中国车市的关键词，行至年末甚至很多品牌都给出了前所未有的激进优惠政策。相比其他汽车品牌，尽管蔚来汽车的优惠幅度较小，目前全系车型降价8000元，另有选装基金、换电体验券、购车积分等促销策略，但蔚来被动陷入行业内卷价格战中也是不争的事实。</p><p>虽然已经通过“蔚来ET9是中国首款进入<a href=\"https://laohu8.com/S/DLX\">豪华</a>行政轿车灵魂竞争产品，因此愿意拿出更多时间去调整优化细节”的说法加以粉饰，不过赶在2023年末推出要在2025年一季度才能交付的“期货”ET9，还是将蔚来摇摆的心态展露无遗。</p><p><strong>“期货”ET9，起伏的质疑声</strong></p><p>“80万元我直接买A8，它会替我说话，80万元买蔚来ET9，我还得它说话！”</p><p>“技术很领先，可25年才交付，但是其他车企会不会把你的这些技术给超越了啊！”</p><p>“目前国产车价格超过50万元的都很少，要80万元一般都会选进口了”</p><p>......</p><p>从外观到价格再到交付时间，蔚来在社交平台的相关评论区里，不乏用户和网友发出的质疑声音。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/876f9651a483d972fb6325e37ec57787\" tg-width=\"1080\" tg-height=\"2080\"/></p><p>部分网友评价</p><p>其实国产电车品牌进军高端市场已有先例：比亚迪旗下高端汽车品牌仰望，定位高于腾势，已经发布了首款车型，售价区间在80万~150万元；BeyonCa旗下首款概念车—GranTurismoOpus1也正式亮了相，官方称量产版车型预计售价在100万元左右；广汽埃安的全新高端品牌Hyper昊铂，其首款车型Hyper SSR就推出了两个版本，预售价分别为128.6万元和168.6万元。</p><p>卷上高端车市场似乎正在成为汽车厂商们应对日趋激烈的市场竞争的最优解。浦银国际在一份研报中称，技术投入推动自主车企品牌力向上提升，带动旗舰车型价格上移。毕竟，高端市场是所有车企都垂涎的领域，高端车型带来的毛利率是低价格区间车型所无法比拟的。</p><p>那么对执着于树立“高端”形象的蔚来而言，的确需要一款从价格、技术和品牌力上都能全方位对外“秀肌肉”的产品，尤其是在竞品已经下场布局的情况下。</p><p>“行政级轿车”顾名思义，最初指的是用作公务接待，后来又扩展到商务接待，又或者中产以上富裕家庭想要购置一款既能彰显身份，又能有舒适体验的家庭豪华车，往往与“高端、豪华”挂上等号。</p><p>而从实际消费情况来看，奔驰E级、S级，奥迪A6、A8，宝马5系、7系，BBA的这几款车系几乎占据了国内行政级轿车大半的市场份额。在国产品牌中，只有红旗H9、L5凭借非比寻常的历史地位，在国内行政级轿车中占有一席之地，但这两款车销量也不高。</p><p>通过发布会相关情况，不难看出蔚来切入高端市场时并没有选择展现其品牌力，而是试图通过再三强调和突出“技术”属性实现弯道超车。但关键是，目前汇集蔚来汽车多项最新研发技术的ET9，在2025年一季度交付时的领先技术优势还剩下多少？</p><p><strong>豪车的故事到底讲给谁听？</strong></p><p>全国乘联会秘书长崔东树在接受媒体采访时表示，“当前超豪华品牌在电动化转型上进展缓慢，尽管他们有百年品牌的积淀和积累，还是侧重于燃油车领域，在新能源汽车市场的优势并不明显，技术积累不够，产业链不够完整，这给中国品牌留出上升空间，推出超豪华品牌将填补高端电动化市场空挡。”</p><p>前<a href=\"https://laohu8.com/S/0P6N.UK\">大众集团</a>全球执行副总裁、现任<a href=\"https://laohu8.com/S/0NQF.UK\">雷诺</a>中国CEO，BeyonCa创始人苏伟铭也认为，“2025-2030年，是高端及豪华电动车最佳市场窗口期。”显然，国产汽车厂商正面临一个前所未有的发展机遇——可以通过融合科技与情感的智能化体验、以满足全场景需求的个性化产品来“抢占”用户，提升智能电动时代“电动豪华”的话语权。</p><p>需要注意的是，国产品牌在豪华汽车市场上的号召力明显还不够高。按照<a href=\"https://laohu8.com/S/BITA\">易车</a>11月百万元豪车销量排名，冠军保时捷卡宴月销量为 2,885 辆，其他前五强分别是奔驰 S 级、路虎卫士、奔驰 GLS 和迈巴赫 S 级，都在 1,488 辆到 1,795 辆之间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0b9e17ce652f7a3c27d80c499254590\" tg-width=\"804\" tg-height=\"1025\"/></p><p>图源：易车榜</p><p>从实际销售数据再结合前文用户评论来看，在相当一部分消费者心中国产品牌的品牌力尚不能撑起其高端定位。那么如何打破消费者对国外豪车品牌的依赖，逐渐占据国内广大消费用户心智将是国产汽车品牌们进军高端市场的首要命题。</p><p>当然蔚来可以参与到上述高端车市场竞争中的前提是，能否依靠其对外所称的现有创新技术及行业领先优势使该品牌新品快速收获足够的市场增量。</p><p>尽管蔚来总裁秦力洪回应外界对ET9的质疑时解释称，这次ET9仅仅是对外亮相，还称不上真正的产品发布，真正对外公布的内容只有百分之二三十，更多细节信息还将留待在接下来一年间不断披露。</p><p>不过问题在于，一年后才算得上是真正发布上市的ET9，在应对接下来的市场变化、用户的接受度、行业的技术迭代、友商的竞品围剿等多个维度还存在太多变数，能否吸引到足够的用户为之付费买单也未可知。</p><p>毕竟，在即将迈入2025年车圈PK决赛的行业共识下，故事说得再动听也得靠销量定胜负，而没能达到一定购买量的产品顶多只能算是一个品牌吉祥物。</p></body></html>","source":"lsy1568158634801","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>蔚来向上，靠80万元的ET9行不行？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来向上，靠80万元的ET9行不行？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-27 08:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Ey3oldWTGsBpCmsXu6UDZA><strong>锌刻度</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高端市场更卷了最近蔚来可以说是风头无两：前脚刚宣布获得了一笔22亿美元的战略融资，后脚就在一年一度的NIO Day上推出了首款行政旗舰豪车ET9，也由此掀起了一阵舆论热潮。没错，着眼于“向上”发展的蔚来终于有了真正的“高端”车型，尽管它只是个“期货”。面对车圈将在2025年进入PK决赛的行业共识，“资金充沛”的蔚来如同比亚迪、BeyonCa、广汽埃安等友商一般，对高端汽车市场进行提前布局外界是可以...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Ey3oldWTGsBpCmsXu6UDZA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d070809829efbf03bfc7e220ad2e2445","relate_stocks":{"09866":"蔚来-SW","BK1588":"回港中概股","NIO":"蔚来","BK1119":"汽车制造商"},"source_url":"https://mp.weixin.qq.com/s/Ey3oldWTGsBpCmsXu6UDZA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2394212184","content_text":"高端市场更卷了最近蔚来可以说是风头无两：前脚刚宣布获得了一笔22亿美元的战略融资，后脚就在一年一度的NIO Day上推出了首款行政旗舰豪车ET9，也由此掀起了一阵舆论热潮。没错，着眼于“向上”发展的蔚来终于有了真正的“高端”车型，尽管它只是个“期货”。面对车圈将在2025年进入PK决赛的行业共识，“资金充沛”的蔚来如同比亚迪、BeyonCa、广汽埃安等友商一般，对高端汽车市场进行提前布局外界是可以理解的，但作为一款要等到2025年一季度才能交付的新产品，能否顺利度过这充满了变数一年，成功将掀起的关注度持续转化为实打实的销量，还要先打一个问号。降价or冲高，摇摆的“未来”在今年NIO Day活动现场，最近因蔚来高管集体“挤牙膏式”自曝预热而关注度高涨的新车ET9终于揭开了神秘的面纱。自研智能驾驶芯片神玑NX9031、自研全域900V高压架构、7重驾控安全冗余、智能底盘系统 SkyRide天行……蔚来创始人李斌在向台下观众介绍时，不仅用到多个“第一”来形容这款集蔚来最新技术研发成果于一身的新车，还毫不犹豫地喊出了“ET9将树立行政旗舰的技术标杆，行政旗舰从来都是技术旗舰”的口号。“奔驰S级、迈巴赫A8、帕拉梅拉都曾以创新技术引领了他们那个时代，今天在智能电动时代，谁能率先给出答案？”用李斌的话来说，这款搭载了17项全球首发技术、52项同级领先的技术创新、525项技术专利的ET9正是蔚来技术创新的结晶之作。发布会上，李斌讲述ET9的技术优势而这款被重磅推出的新车，也以80万元的预售价格冲到了蔚来新的售价天花板上。就像此次2023蔚来日的主题“向上”一词，在外界看来，蔚来在此时冲高或是为应对竞争压力，进一步提升品牌力和突出品牌定位。正如中国汽车流通协会专家委员会成员颜景辉所言，“虽然百万级车型市场不是主流走量市场，但如果推出一款成功车型，能进一步提升品牌力和溢价能力。”此前，李斌也曾表示，“蔚来坚持不降价，我们会推着价格往上走，不在20万元级别与别人‘卷’，蔚来始终要保持自己的高端定位。”值得注意的是，降价潮自2023年初以来就成为中国车市的关键词，行至年末甚至很多品牌都给出了前所未有的激进优惠政策。相比其他汽车品牌，尽管蔚来汽车的优惠幅度较小，目前全系车型降价8000元，另有选装基金、换电体验券、购车积分等促销策略，但蔚来被动陷入行业内卷价格战中也是不争的事实。虽然已经通过“蔚来ET9是中国首款进入豪华行政轿车灵魂竞争产品，因此愿意拿出更多时间去调整优化细节”的说法加以粉饰，不过赶在2023年末推出要在2025年一季度才能交付的“期货”ET9，还是将蔚来摇摆的心态展露无遗。“期货”ET9，起伏的质疑声“80万元我直接买A8，它会替我说话，80万元买蔚来ET9，我还得它说话！”“技术很领先，可25年才交付，但是其他车企会不会把你的这些技术给超越了啊！”“目前国产车价格超过50万元的都很少，要80万元一般都会选进口了”......从外观到价格再到交付时间，蔚来在社交平台的相关评论区里，不乏用户和网友发出的质疑声音。部分网友评价其实国产电车品牌进军高端市场已有先例：比亚迪旗下高端汽车品牌仰望，定位高于腾势，已经发布了首款车型，售价区间在80万~150万元；BeyonCa旗下首款概念车—GranTurismoOpus1也正式亮了相，官方称量产版车型预计售价在100万元左右；广汽埃安的全新高端品牌Hyper昊铂，其首款车型Hyper SSR就推出了两个版本，预售价分别为128.6万元和168.6万元。卷上高端车市场似乎正在成为汽车厂商们应对日趋激烈的市场竞争的最优解。浦银国际在一份研报中称，技术投入推动自主车企品牌力向上提升，带动旗舰车型价格上移。毕竟，高端市场是所有车企都垂涎的领域，高端车型带来的毛利率是低价格区间车型所无法比拟的。那么对执着于树立“高端”形象的蔚来而言，的确需要一款从价格、技术和品牌力上都能全方位对外“秀肌肉”的产品，尤其是在竞品已经下场布局的情况下。“行政级轿车”顾名思义，最初指的是用作公务接待，后来又扩展到商务接待，又或者中产以上富裕家庭想要购置一款既能彰显身份，又能有舒适体验的家庭豪华车，往往与“高端、豪华”挂上等号。而从实际消费情况来看，奔驰E级、S级，奥迪A6、A8，宝马5系、7系，BBA的这几款车系几乎占据了国内行政级轿车大半的市场份额。在国产品牌中，只有红旗H9、L5凭借非比寻常的历史地位，在国内行政级轿车中占有一席之地，但这两款车销量也不高。通过发布会相关情况，不难看出蔚来切入高端市场时并没有选择展现其品牌力，而是试图通过再三强调和突出“技术”属性实现弯道超车。但关键是，目前汇集蔚来汽车多项最新研发技术的ET9，在2025年一季度交付时的领先技术优势还剩下多少？豪车的故事到底讲给谁听？全国乘联会秘书长崔东树在接受媒体采访时表示，“当前超豪华品牌在电动化转型上进展缓慢，尽管他们有百年品牌的积淀和积累，还是侧重于燃油车领域，在新能源汽车市场的优势并不明显，技术积累不够，产业链不够完整，这给中国品牌留出上升空间，推出超豪华品牌将填补高端电动化市场空挡。”前大众集团全球执行副总裁、现任雷诺中国CEO，BeyonCa创始人苏伟铭也认为，“2025-2030年，是高端及豪华电动车最佳市场窗口期。”显然，国产汽车厂商正面临一个前所未有的发展机遇——可以通过融合科技与情感的智能化体验、以满足全场景需求的个性化产品来“抢占”用户，提升智能电动时代“电动豪华”的话语权。需要注意的是，国产品牌在豪华汽车市场上的号召力明显还不够高。按照易车11月百万元豪车销量排名，冠军保时捷卡宴月销量为 2,885 辆，其他前五强分别是奔驰 S 级、路虎卫士、奔驰 GLS 和迈巴赫 S 级，都在 1,488 辆到 1,795 辆之间。图源：易车榜从实际销售数据再结合前文用户评论来看，在相当一部分消费者心中国产品牌的品牌力尚不能撑起其高端定位。那么如何打破消费者对国外豪车品牌的依赖，逐渐占据国内广大消费用户心智将是国产汽车品牌们进军高端市场的首要命题。当然蔚来可以参与到上述高端车市场竞争中的前提是，能否依靠其对外所称的现有创新技术及行业领先优势使该品牌新品快速收获足够的市场增量。尽管蔚来总裁秦力洪回应外界对ET9的质疑时解释称，这次ET9仅仅是对外亮相，还称不上真正的产品发布，真正对外公布的内容只有百分之二三十，更多细节信息还将留待在接下来一年间不断披露。不过问题在于，一年后才算得上是真正发布上市的ET9，在应对接下来的市场变化、用户的接受度、行业的技术迭代、友商的竞品围剿等多个维度还存在太多变数，能否吸引到足够的用户为之付费买单也未可知。毕竟，在即将迈入2025年车圈PK决赛的行业共识下，故事说得再动听也得靠销量定胜负，而没能达到一定购买量的产品顶多只能算是一个品牌吉祥物。","news_type":1},"isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":248883335303432,"gmtCreate":1701793386523,"gmtModify":1701793388117,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"nio power别独立上市就行","listText":"nio power别独立上市就行","text":"nio power别独立上市就行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/248883335303432","repostId":"2389747687","repostType":2,"repost":{"id":"2389747687","pubTimestamp":1701782503,"share":"https://www.laohu8.com/m/news/2389747687?lang=&edition=full","pubTime":"2023-12-05 21:21","market":"hk","language":"zh","title":"蔚来：目前充电桩业务基本已经盈亏平衡，不排除 NIO Power 独立融资","url":"https://stock-news.laohu8.com/highlight/detail?id=2389747687","media":"IT之家","summary":"IT之家 12 月 5 日消息，蔚来今天公布了第三季度财报，蔚来 Q3 营收 190.666 亿元，去年同期 130 亿元，市场预期为 193.73 亿元。在 Q3 财报电话会上，蔚来方面表示，“我们将把大众市场品牌的电池包、换电站开放给合伙伙伴，目前充电桩业务基本已经盈亏平衡，也有投资者对 NIO Power 独立融资感兴趣，不排除 NIO Power 独立融资。”今年 11 月，蔚来交付汽车 15959 辆，同比增长 12.6%。蔚来新车已累计交付 431582 辆。","content":"<html><body><p cms-style=\"font-L\">IT之家 12 月 5 日消息，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>今天公布了第三季度财报，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a> Q3 营收 190.666 亿元，去年同期 130 亿元，市场预期为 193.73 亿元。</p><p cms-style=\"font-L\">在 Q3 财报电话会上，蔚来方面表示，“我们将把大众市场品牌的电池包、换电站开放给合伙伙伴，目前充电桩业务基本已经盈亏平衡，也有投资者对 NIO Power 独立融资感兴趣，不排除 NIO Power 独立融资。”</p><p cms-style=\"font-L\">IT之家查询发现，截至 12 月 5 日，蔚来已建成换电站 2,196 座，其中高速公路换电站 694 座，充电站 3,480 座（ 20,441 根），三方桩 960,000+ 根。</p><p cms-style=\"font-L\">今年 11 月，蔚来<font cms-style=\"font-L strong-Bold\">交付汽车 15959 辆，同比增长 12.6%</font>。2023 年 1-11 月，蔚来共交付新车 142026 辆，同比增长 33.1%。蔚来新车已累计交付 431582 辆。</p>\n<figure>\n<img h=\"896\" src=\"http://k.sinaimg.cn/n/spider20231205/736/w1440h896/20231205/bfc8-7d8e82eae6a467f138fcdb9621b3efb6.jpg/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"1440\"/>\n<h2></h2>\n</figure>\n<p cms-style=\"font-L\">对于蔚来换电业务，李斌表示：</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来：目前充电桩业务基本已经盈亏平衡，不排除 NIO Power 独立融资</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蔚来：目前充电桩业务基本已经盈亏平衡，不排除 NIO Power 独立融资\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-05 21:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/mobile/xp/2023-12-05/detail-imzwyser1147642.d.html?vt=4><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 12 月 5 日消息，蔚来今天公布了第三季度财报，蔚来 Q3 营收 190.666 亿元，去年同期 130 亿元，市场预期为 193.73 亿元。在 Q3 财报电话会上，蔚来方面表示，“我们将把大众市场品牌的电池包、换电站开放给合伙伙伴，目前充电桩业务基本已经盈亏平衡，也有投资者对 NIO Power 独立融资感兴趣，不排除 NIO Power 独立融资。”IT之家查询发现，截至 12 ...</p>\n\n<a href=\"https://tech.sina.cn/mobile/xp/2023-12-05/detail-imzwyser1147642.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/spider20231205/736/w1440h896/20231205/bfc8-7d8e82eae6a467f138fcdb9621b3efb6.jpg/w120h90l50t1adc.jpg","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","NIO.SI":"蔚来","BK4509":"腾讯概念","BK1588":"回港中概股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","09866":"蔚来-SW","BK4588":"碎股","BK4526":"热门中概股","BK1119":"汽车制造商","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","LU0052750758.USD":"富兰克林中国基金A Acc","NIO":"蔚来","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4504":"桥水持仓","BK4581":"高盛持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓"},"source_url":"https://tech.sina.cn/mobile/xp/2023-12-05/detail-imzwyser1147642.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2389747687","content_text":"IT之家 12 月 5 日消息，蔚来今天公布了第三季度财报，蔚来 Q3 营收 190.666 亿元，去年同期 130 亿元，市场预期为 193.73 亿元。在 Q3 财报电话会上，蔚来方面表示，“我们将把大众市场品牌的电池包、换电站开放给合伙伙伴，目前充电桩业务基本已经盈亏平衡，也有投资者对 NIO Power 独立融资感兴趣，不排除 NIO Power 独立融资。”IT之家查询发现，截至 12 月 5 日，蔚来已建成换电站 2,196 座，其中高速公路换电站 694 座，充电站 3,480 座（ 20,441 根），三方桩 960,000+ 根。今年 11 月，蔚来交付汽车 15959 辆，同比增长 12.6%。2023 年 1-11 月，蔚来共交付新车 142026 辆，同比增长 33.1%。蔚来新车已累计交付 431582 辆。\n\n\n\n\n对于蔚来换电业务，李斌表示：","news_type":1},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":248883129983232,"gmtCreate":1701793327676,"gmtModify":1701793329114,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"别独立上市就行","listText":"别独立上市就行","text":"别独立上市就行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/248883129983232","repostId":"2389744020","repostType":2,"repost":{"id":"2389744020","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1002821290","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1701782256,"share":"https://www.laohu8.com/m/news/2389744020?lang=&edition=full","pubTime":"2023-12-05 21:17","market":"us","language":"zh","title":"蔚来(NIO)：不排除NIO Power独立融资","url":"https://stock-news.laohu8.com/highlight/detail?id=2389744020","media":"凤凰网港股","summary":"金吾财讯 | 据每经，蔚来(NIO)今日在财报电话会上表示，将把大众市场品牌的电池包、换电站开放给合伙伙伴，目前充电桩业务基本已经盈亏平衡，也有投资者对nio power独立融资感兴趣，不排除NIO Power独立融资。","content":"<html><body><p>金吾财讯 | 据每经，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>(NIO)今日在财报电话会上表示，将把大众市场品牌的电池包、换电站开放给合伙伙伴，目前充电桩业务基本已经盈亏平衡，也有投资者对nio power独立融资感兴趣，不排除NIO Power独立融资。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来(NIO)：不排除NIO Power独立融资</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蔚来(NIO)：不排除NIO Power独立融资\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002821290\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2023-12-05 21:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 据每经，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>(NIO)今日在财报电话会上表示，将把大众市场品牌的电池包、换电站开放给合伙伙伴，目前充电桩业务基本已经盈亏平衡，也有投资者对nio power独立融资感兴趣，不排除NIO Power独立融资。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","NIO.SI":"蔚来","BK4555":"新能源车","NIO":"蔚来","BK4509":"腾讯概念","BK1588":"回港中概股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK1119":"汽车制造商","BK4588":"碎股","BK4526":"热门中概股","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","09866":"蔚来-SW","BK4532":"文艺复兴科技持仓"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=3e5a66b5ce1eca95733b4b3874b63379","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2389744020","content_text":"金吾财讯 | 据每经，蔚来(NIO)今日在财报电话会上表示，将把大众市场品牌的电池包、换电站开放给合伙伙伴，目前充电桩业务基本已经盈亏平衡，也有投资者对nio power独立融资感兴趣，不排除NIO Power独立融资。","news_type":1},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658197806,"gmtCreate":1682452695305,"gmtModify":1682452698069,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"大家怎么看？","listText":"大家怎么看？","text":"大家怎么看？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658197806","repostId":"2330031877","repostType":2,"repost":{"id":"2330031877","pubTimestamp":1682437372,"share":"https://www.laohu8.com/m/news/2330031877?lang=&edition=full","pubTime":"2023-04-25 23:42","market":"fut","language":"en","title":"My Nio Stock Price Target for 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=2330031877","media":"InvestorPlace","summary":"Nio’s (NIO) competition in the electric vehicle (EV) market is heating up and the company lacks stro","content":"<html><body><div>\n<div>\n<ul>\n<li><strong>Nio’s </strong>(<span><strong><u>NIO</u></strong></span>) competition in the electric vehicle (EV) market is heating up and the company lacks strong competitive advantages.</li>\n<li>The EV maker also showed disappointing delivery figures for March.</li>\n<li>NIO stock likely won’t outperform the market over the long term.</li>\n</ul>\n</div>\n<div></div>\n<div>\n<div><img height=\"900\" src=\"https://investorplace.com/wp-content/uploads/2022/08/nio1600.png\" width=\"1600\"/><div>Source: Robert Way / Shutterstock.com</div></div>\n<p><strong>Nio </strong>(NYSE:<span><strong><u>NIO</u></strong></span>) is facing rapidly increasing competition. Meanwhile, the company’s margins are also being pressured by an accelerating price war in the Chinese electric vehicle (EV) market. But that’s not all. Nio’s addressable market is quite limited and the firm lacks strong competitive advantages. Given all of these points, I believe investors are best off unloading their NIO stock while they still can.</p>\n<p>Looking forward, I don’t expect shares of this EV maker to outperform the market over the next two years. So, what can investors expect? Let’s take a look at why investors should consider avoiding Nio — and what NIO stock may look like by 2025.</p>\n<div>\n<div>\n<div></div>\n<div></div>\n</div>\n</div>\n<h2>NIO Stock: Increasing  Competition and Price Wars</h2>\n<p>First off, it’s clear that Nio is facing increasing competition. Just this month at the Shanghai Auto Show, <strong>Nissan </strong>(OTCMKTS:<span><strong><u>NSANY</u></strong></span>) unveiled a new electric SUV called the Arizon. Other automakers like <strong>Volkswagen</strong> (OTCMKTS:<span><strong><u>VWAGY</u></strong></span>), <strong>Mercedes Benz</strong> (OTCMKTS:<span><strong><u>MBGYY</u></strong></span>) and <strong>BYD</strong> (OTCMKTS:<span><strong><span><strong><u><span><strong><u>BYDDY</u></strong></span></u></strong></span></strong></span>) also debuted EVs at the show. Given its very strong position in China, BYD’s new vehicles — from the Seagull to the Yangwang U9 supercar — could be especially problematic for China-based Nio.</p>\n<p>Meanwhile, <strong>Tesla </strong>(NASDAQ:<span><strong><u>TSLA</u></strong></span>) has cut the prices of its higher-end EVs by between 16% and 23% since the beginning of the year. Those price reductions will likely pressure Nio’s vehicle sales. That’s especially true because the Chinese EV maker reportedly plans to refrain from reducing its own prices.</p>\n<p>Of course, Nio’s reluctance to reduce prices is understandable. The company’s gross margin sank to just 10% in 2022, down from 18% in 2021.</p>\n<h2>A Lack of Strong Competitive Advantages</h2>\n<p>In the past, I have been upbeat about Nio’s innovative battery-swapping system, which allows drivers to quickly exchange their used batteries for fully charged ones. But now that Tesla’s Superchargers in China allow drivers to add 250 kilometers of range in 15 minutes, I’m not sure that Nio’s battery-swap program gives the EV maker much of an advantage.</p>\n<p>Moreover, another one of Nio’s competitors, China-based EV startup <strong>Li Auto </strong>(NASDAQ:<span><strong><u>LI</u></strong></span>), is reportedly launching an “800-volt fast-charging system” that will enable its vehicles “to get 400 kilometers (roughly 250 miles) of range on a 10-minute charge.” Also worth mentioning is the fact that Li’s hybrid vehicles use gas to charge and extend the range of their batteries. As a result, Li drivers don’t have to worry as much about “range anxiety” as Nio drivers potentially do.</p>\n<p>Finally, on the autonomous driving front, Nio reportedly offers Level 2. However, Mercedes was able to bring Level 3 autonomy to the U.S. this year. Meanwhile, China-based competitor <strong>Xpeng</strong>  (NYSE:<span><strong><u>XPEV</u></strong></span>) is apparently “close to Level 3” and “could be ‘three years ahead of competitors.'”</p>\n<div>\n<div>\n<div></div>\n<div></div>\n</div>\n</div>\n<h2>Discouraging Stats and an Uninspiring Outlook</h2>\n<p>Unlike many other China-based EV makers whose sales rose in March versus February, Nio’s deliveries dropped almost 15% during the same period. The company is also lacking on the profitability side; operating income sank to -$2.27 billion last year from -$707 million in 2021.</p>\n<p>Meanwhile, analysts on average expect Nio to continue to lose money through 2025. The mean estimate calls for the company’s EPS to fall to -$1.02 this year followed by -30 cents in 2024 and -3 cents in 2025.</p>\n<p>Last, according to <em>The Fly</em> and in-line with my overall thesis on NIO stock, JPMorgan warned in early March that “Nio’s Q1 margin could trend down further while the magnitude of improvement from Q2 will be shy of Street expectations, considering the ‘challenging competition environment.'”</p>\n<h2>The Bottom Line on NIO Stock</h2>\n<p>Because Nio focuses on higher-end consumers in China, its total addressable market is already limited. On top of that, the company faces a great deal of competition that’s only growing <em>and</em> it lacks meaningful advantages. Meanwhile, margins sank last year and Nio underperformed its peers last month. Analysts expect Nio to remain unprofitable for years.</p>\n<p>On the positive side of things, Nio has expanded to Europe, where it plans to offer much more affordable EVs. The trailing price-to-sales (P/S) ratio for NIO stock is a rather low 2.2X as well.</p>\n<p>Still, it will probably take at least three years for European sales to move the needle for shares of this company. I also expect the EV maker to lose market share in China over the next two years.</p>\n<p>In light of all of these points, my 2025 price target for NIO stock is only $11.</p>\n<p><em>On the date of publication, Larry Ramer did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</em></p>\n<div>\n<p>Larry Ramer has conducted research and written articles on U.S. stocks for 15 years. He has been employed by The Fly and Israel’s largest business newspaper, Globes. Larry began writing columns for InvestorPlace in 2015. Among his highly successful, contrarian picks have been PLUG, XOM and solar stocks. You can reach him on Stocktwits at @larryramer.</p>\n</div>\n<div>\n<p>Consumer Discretionary, Automotive, Electric Vehicles</p>\n</div>\n<div>\n<p>Growth Stocks</p>\n</div>\n<div>\n<div>\n<div></div>\n<div></div>\n</div>\n</div>\n</div>\n<div>\n<div hidden=\"true\">\n<div>\n<svg fill=\"none\" height=\"32\" viewbox=\"0 0 261 32\" width=\"261\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M38.8652 7.49652H42.2492V25.7517H38.8652V7.49652ZM60.0112 7.49652H63.3142V25.7517H60.0921L50.9278 13.1733V25.7517H47.6248V7.49652H50.8469L60.0112 20.0749V7.49652ZM66.5201 7.49652H70.2279L75.4578 21.8955L80.7685 7.49652H84.3144L77.1417 25.7517H73.5957L66.5201 7.49652ZM87.4232 7.49652H100.457V10.5418H90.8072V15.0601H99.5019V18.1054H90.8072V22.7064H100.781V25.7517H87.4232V7.49652ZM113.637 10.8563C112.666 10.5253 111.872 10.3598 111.063 10.3598C110.253 10.3598 109.622 10.5253 109.136 10.8563C108.65 11.1873 108.407 11.601 108.407 12.1803C108.407 12.6768 108.569 13.0906 108.893 13.4216C109.217 13.7526 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https://investorplace.com/2023/04/my-nio-stock-price-target-for-2025/.</p>\n<p>©2023 InvestorPlace Media, LLC</p>\n</div>\n<div></div>\n<div>\n<div>\n<h2>Sponsored Headlines</h2>\n</div>\n<div>\n<ins></ins>\n</div>\n</div>\n</div></body></html>","source":"investorplace","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>My Nio Stock Price Target for 2025</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\">\nMy Nio Stock Price Target for 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-25 23:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/04/my-nio-stock-price-target-for-2025/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio’s (NIO) competition in the electric vehicle (EV) market is heating up and the company lacks strong competitive advantages.\nThe EV maker also showed disappointing delivery figures for March.\nNIO ...</p>\n\n<a href=\"https://investorplace.com/2023/04/my-nio-stock-price-target-for-2025/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4526":"热门中概股","LU0056508442.USD":"贝莱德世界科技基金A2","NIO":"蔚来","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LI":"理想汽车","BK4503":"景林资产持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4574":"无人驾驶","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4505":"高瓴资本持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4581":"高盛持仓","NIO.SI":"蔚来","09866":"蔚来-SW","BK4504":"桥水持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4563":"昨日强势股","XPEV":"小鹏汽车","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4548":"巴美列捷福持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4531":"中概回港概念","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4585":"ETF&股票定投概念","TSLA":"特斯拉","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4555":"新能源车","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4114":"综合货品商店","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"https://investorplace.com/2023/04/my-nio-stock-price-target-for-2025/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2330031877","content_text":"Nio’s (NIO) competition in the electric vehicle (EV) market is heating up and the company lacks strong competitive advantages.\nThe EV maker also showed disappointing delivery figures for March.\nNIO stock likely won’t outperform the market over the long term.\n\n\n\n\nSource: Robert Way / Shutterstock.com\nNio (NYSE:NIO) is facing rapidly increasing competition. Meanwhile, the company’s margins are also being pressured by an accelerating price war in the Chinese electric vehicle (EV) market. But that’s not all. Nio’s addressable market is quite limited and the firm lacks strong competitive advantages. Given all of these points, I believe investors are best off unloading their NIO stock while they still can.\nLooking forward, I don’t expect shares of this EV maker to outperform the market over the next two years. So, what can investors expect? Let’s take a look at why investors should consider avoiding Nio — and what NIO stock may look like by 2025.\n\n\n\n\n\n\nNIO Stock: Increasing  Competition and Price Wars\nFirst off, it’s clear that Nio is facing increasing competition. Just this month at the Shanghai Auto Show, Nissan (OTCMKTS:NSANY) unveiled a new electric SUV called the Arizon. Other automakers like Volkswagen (OTCMKTS:VWAGY), Mercedes Benz (OTCMKTS:MBGYY) and BYD (OTCMKTS:BYDDY) also debuted EVs at the show. Given its very strong position in China, BYD’s new vehicles — from the Seagull to the Yangwang U9 supercar — could be especially problematic for China-based Nio.\nMeanwhile, Tesla (NASDAQ:TSLA) has cut the prices of its higher-end EVs by between 16% and 23% since the beginning of the year. Those price reductions will likely pressure Nio’s vehicle sales. That’s especially true because the Chinese EV maker reportedly plans to refrain from reducing its own prices.\nOf course, Nio’s reluctance to reduce prices is understandable. The company’s gross margin sank to just 10% in 2022, down from 18% in 2021.\nA Lack of Strong Competitive Advantages\nIn the past, I have been upbeat about Nio’s innovative battery-swapping system, which allows drivers to quickly exchange their used batteries for fully charged ones. But now that Tesla’s Superchargers in China allow drivers to add 250 kilometers of range in 15 minutes, I’m not sure that Nio’s battery-swap program gives the EV maker much of an advantage.\nMoreover, another one of Nio’s competitors, China-based EV startup Li Auto (NASDAQ:LI), is reportedly launching an “800-volt fast-charging system” that will enable its vehicles “to get 400 kilometers (roughly 250 miles) of range on a 10-minute charge.” Also worth mentioning is the fact that Li’s hybrid vehicles use gas to charge and extend the range of their batteries. As a result, Li drivers don’t have to worry as much about “range anxiety” as Nio drivers potentially do.\nFinally, on the autonomous driving front, Nio reportedly offers Level 2. However, Mercedes was able to bring Level 3 autonomy to the U.S. this year. Meanwhile, China-based competitor Xpeng  (NYSE:XPEV) is apparently “close to Level 3” and “could be ‘three years ahead of competitors.'”\n\n\n\n\n\n\nDiscouraging Stats and an Uninspiring Outlook\nUnlike many other China-based EV makers whose sales rose in March versus February, Nio’s deliveries dropped almost 15% during the same period. The company is also lacking on the profitability side; operating income sank to -$2.27 billion last year from -$707 million in 2021.\nMeanwhile, analysts on average expect Nio to continue to lose money through 2025. The mean estimate calls for the company’s EPS to fall to -$1.02 this year followed by -30 cents in 2024 and -3 cents in 2025.\nLast, according to The Fly and in-line with my overall thesis on NIO stock, JPMorgan warned in early March that “Nio’s Q1 margin could trend down further while the magnitude of improvement from Q2 will be shy of Street expectations, considering the ‘challenging competition environment.'”\nThe Bottom Line on NIO Stock\nBecause Nio focuses on higher-end consumers in China, its total addressable market is already limited. On top of that, the company faces a great deal of competition that’s only growing and it lacks meaningful advantages. Meanwhile, margins sank last year and Nio underperformed its peers last month. Analysts expect Nio to remain unprofitable for years.\nOn the positive side of things, Nio has expanded to Europe, where it plans to offer much more affordable EVs. The trailing price-to-sales (P/S) ratio for NIO stock is a rather low 2.2X as well.\nStill, it will probably take at least three years for European sales to move the needle for shares of this company. I also expect the EV maker to lose market share in China over the next two years.\nIn light of all of these points, my 2025 price target for NIO stock is only $11.\nOn the date of publication, Larry Ramer did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.\n\nLarry Ramer has conducted research and written articles on U.S. stocks for 15 years. He has been employed by The Fly and Israel’s largest business newspaper, Globes. Larry began writing columns for InvestorPlace in 2015. Among his highly successful, contrarian picks have been PLUG, XOM and solar stocks. You can reach him on Stocktwits at @larryramer.\n\n\nConsumer Discretionary, Automotive, Electric Vehicles\n\n\nGrowth Stocks\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSubmit\n\n\n\n\n\n\n\nArticle printed from InvestorPlace Media, https://investorplace.com/2023/04/my-nio-stock-price-target-for-2025/.\n©2023 InvestorPlace Media, LLC\n\n\n\n\nSponsored Headlines","news_type":1},"isVote":1,"tweetType":1,"viewCount":1230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653582474,"gmtCreate":1681121004198,"gmtModify":1681121006394,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"未来两三年只翻一番就别玩了。。。","listText":"未来两三年只翻一番就别玩了。。。","text":"未来两三年只翻一番就别玩了。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653582474","repostId":"2325599658","repostType":2,"repost":{"id":"2325599658","pubTimestamp":1680878160,"share":"https://www.laohu8.com/m/news/2325599658?lang=&edition=full","pubTime":"2023-04-07 22:36","market":"us","language":"zh","title":"蔚来被严重低估了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2325599658","media":"美股研究社","summary":"蔚来 3 月交付 7,175 辆电动轿车，占轿车交付份额近 70%，环比提高 10 个百分点。YCharts数据与其历史市盈率相比，蔚来具有重估可能。就营收方面，蔚来预计将继续快速增长，预计明年营收同比增长 45%。今年，分析师预计增长 74%，因此蔚来的增长前景并不像目前的市场价格那样被低估。YCharts数据04风险目前最大的运营风险是蔚来核心市场的价格战侵蚀了汽车利润率或导致盈利日期延迟。05结论蔚来2月产量和出货量反弹良好，3月出货量突破万辆心理关口。","content":"<html><body><div>\n<div><img cms-height=\"433.938\" cms-width=\"661\" src=\"http://n.sinaimg.cn/spider20230407/189/w1080h709/20230407/f38b-bf0fcac861dc57db30e44ad03683f889.png\"/><span></span></div><p cms-style=\"font-L align-right\"><font cms-style=\"font-L strong-Bold align-right\">作者 | The Asian Investor</font></p><p cms-style=\"font-L align-right\"><font cms-style=\"font-L strong-Bold align-right\">编译 | 华尔街大事件</font></p><p cms-style=\"font-L\">自2月份以来<span><a href=\"https://laohu8.com/S/NIO\">蔚来</a></span><span></span>(NYSE:NIO)的交付势头出现了强劲的反弹，与去年同期相比，交付量猛增 98%，交付量超过 1.2 万辆。3 月份的交付量也稳定地保持在每月 1 万辆以上，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>继续积极扩大其轿车产量，目前已上升至近 70% 的份额。由于基于收入的股价仍然很便宜，分析师认为蔚来的估值在未来 2-3 年内可能会翻一番！</p><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">01</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">概述</font></p><p cms-style=\"font-L\">在经历了充满压力和挑战的一年之后，2023 年蔚来的交付前景可能会出现重大转变。国际货币基金组织（“IMF”）预计中国 GDP 将在 2023 年增长5.2%，而去年仅为 3.0%。受春节过后和消费需求提振影响，蔚来2月交付量出现强劲反弹。蔚来 3 月份的交付量（3.9%）没有 2 月份（98.3%）那样强劲增长，但月交付量现在又回到了 1 万辆以上。</p><p cms-style=\"font-L\">蔚来在 3 月份交付了10,378 辆电动汽车，比排名第三的<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>(NYSE:XPEV) 多交付了约 50% 的电动汽车，后者上个月仅向客户交付了 7,002 辆电动汽车。交付量最大的显然是<span>理想</span><span></span>汽车(NASDAQ:LI)，上个月交付了 20,823 辆电动汽车。<a href=\"https://laohu8.com/S/LI\">理想汽车</a>的每月交付量是 蔚来 的两倍，交付量几乎是小鹏汽车的 3.0 倍。理想汽车的Li One 运动型多用途车取得了巨大的成功，该车一直是最畅销的汽车，并且销量一直强劲。由于理想汽车的核心专注于一款 SUV 产品，因此其生产线也更简单，因此这家公司能够比其电动汽车竞争对手更快地提高产量和交付量。</p><div><img cms-height=\"203.203\" cms-width=\"661\" src=\"http://n.sinaimg.cn/spider20230407/723/w553h170/20230407/f9fa-a79ef9ec30ef5fa5a9567724fff7a3f3.png\"/><span></span></div><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">02</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">交付量  </font></p><p cms-style=\"font-L\">支撑蔚来交付量增长的是 ET5 和 ET7 产量的增加。ET5 和 ET7 是轿车车型，它们已经取代了蔚来最初源于 SUV 产品组合的许多增长。蔚来 3 月交付 7,175 辆电动轿车，占轿车交付份额近 70%，环比提高 10 个百分点。显然，轿车生产和交付现在正在推动蔚来的总交付结果，预计蔚来将在年底前将其轿车交付份额提高到 75-80%。</p><div><img cms-height=\"327.703\" cms-width=\"661\" src=\"http://n.sinaimg.cn/spider20230407/706/w472h234/20230407/4609-538786b6e669644e5e7e0f9e4cfa2187.png\"/><span></span></div><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">03</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">估值</font></p><p cms-style=\"font-L\">蔚来2023 财年的增长速度几乎是 2022 财年的两倍，相信蔚来的交付情况可能会有所改善，公司的估值前景也会随之改善。三年来，消费者需求一直受到抑制，而现在这些被压抑的潜在需求得到了强大释放。与其他电动汽车竞争对手相比，蔚来的收入前景也非常乐观。</p><div><img cms-height=\"380.984\" cms-width=\"661\" src=\"http://n.sinaimg.cn/spider20230407/201/w635h366/20230407/2003-89087d129645721d55425f8380600906.png\"/><span></span></div><p cms-style=\"font-L align-Center\">YCharts数据</p><p cms-style=\"font-L\">与其历史市盈率相比，蔚来具有重估可能。蔚来去年的平均市盈率为 1.95 倍，如果该公司在 2023 财年继续扩大其 ET5 和 ET7 车型的生产规模，完全可以看到蔚来回到估值水平。就营收方面，蔚来预计将继续快速增长，预计明年营收同比增长 45%。今年，分析师预计增长 74%，因此蔚来的增长前景并不像目前的市场价格那样被低估。</p><div><img cms-height=\"380.984\" cms-width=\"661\" src=\"http://n.sinaimg.cn/spider20230407/201/w635h366/20230407/d1f6-d7ebbf1058afc27dc5518265430c4990.png\"/><span></span></div><p cms-style=\"font-L align-Center\">YCharts数据</p><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">04</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">风险</font></p><p cms-style=\"font-L\">目前最大的运营风险是蔚来核心市场的价格战侵蚀了汽车利润率或导致盈利日期延迟。</p><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">05</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">结论</font></p><p cms-style=\"font-L\">蔚来2月产量和出货量反弹良好，3月出货量突破万辆心理关口。在 ET5 和 ET7 生产加速的推动下，3 月份轿车交付份额从上个月的 58.6% 增加到近 70%。蔚来 的股票也仍然很便宜，预计该公司未来两年的收入将大幅增长，分析师认为这尚未完全反映在蔚来的估值中。</p>\n<div>\n<span>炒股开户享福利，送投顾服务60天体验权，一对一指导服务！</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来被严重低估了？</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蔚来被严重低估了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-07 22:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2023-04-07/doc-imypqqpz8810332.shtml><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | The Asian Investor编译 | 华尔街大事件自2月份以来蔚来(NYSE:NIO)的交付势头出现了强劲的反弹，与去年同期相比，交付量猛增 98%，交付量超过 1.2 万辆。3 月份的交付量也稳定地保持在每月 1 万辆以上，蔚来继续积极扩大其轿车产量，目前已上升至近 70% 的份额。由于基于收入的股价仍然很便宜，分析师认为蔚来的估值在未来 2-3 年内可能会翻一番！01概述在...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-04-07/doc-imypqqpz8810332.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","BK1119":"汽车制造商","BK4526":"热门中概股","BK4588":"碎股","BK4574":"无人驾驶","NIO.SI":"蔚来","09866":"蔚来-SW","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4509":"腾讯概念","BK1588":"回港中概股"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-04-07/doc-imypqqpz8810332.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2325599658","content_text":"作者 | The Asian Investor编译 | 华尔街大事件自2月份以来蔚来(NYSE:NIO)的交付势头出现了强劲的反弹，与去年同期相比，交付量猛增 98%，交付量超过 1.2 万辆。3 月份的交付量也稳定地保持在每月 1 万辆以上，蔚来继续积极扩大其轿车产量，目前已上升至近 70% 的份额。由于基于收入的股价仍然很便宜，分析师认为蔚来的估值在未来 2-3 年内可能会翻一番！01概述在经历了充满压力和挑战的一年之后，2023 年蔚来的交付前景可能会出现重大转变。国际货币基金组织（“IMF”）预计中国 GDP 将在 2023 年增长5.2%，而去年仅为 3.0%。受春节过后和消费需求提振影响，蔚来2月交付量出现强劲反弹。蔚来 3 月份的交付量（3.9%）没有 2 月份（98.3%）那样强劲增长，但月交付量现在又回到了 1 万辆以上。蔚来在 3 月份交付了10,378 辆电动汽车，比排名第三的小鹏汽车(NYSE:XPEV) 多交付了约 50% 的电动汽车，后者上个月仅向客户交付了 7,002 辆电动汽车。交付量最大的显然是理想汽车(NASDAQ:LI)，上个月交付了 20,823 辆电动汽车。理想汽车的每月交付量是 蔚来 的两倍，交付量几乎是小鹏汽车的 3.0 倍。理想汽车的Li One 运动型多用途车取得了巨大的成功，该车一直是最畅销的汽车，并且销量一直强劲。由于理想汽车的核心专注于一款 SUV 产品，因此其生产线也更简单，因此这家公司能够比其电动汽车竞争对手更快地提高产量和交付量。02交付量  支撑蔚来交付量增长的是 ET5 和 ET7 产量的增加。ET5 和 ET7 是轿车车型，它们已经取代了蔚来最初源于 SUV 产品组合的许多增长。蔚来 3 月交付 7,175 辆电动轿车，占轿车交付份额近 70%，环比提高 10 个百分点。显然，轿车生产和交付现在正在推动蔚来的总交付结果，预计蔚来将在年底前将其轿车交付份额提高到 75-80%。03估值蔚来2023 财年的增长速度几乎是 2022 财年的两倍，相信蔚来的交付情况可能会有所改善，公司的估值前景也会随之改善。三年来，消费者需求一直受到抑制，而现在这些被压抑的潜在需求得到了强大释放。与其他电动汽车竞争对手相比，蔚来的收入前景也非常乐观。YCharts数据与其历史市盈率相比，蔚来具有重估可能。蔚来去年的平均市盈率为 1.95 倍，如果该公司在 2023 财年继续扩大其 ET5 和 ET7 车型的生产规模，完全可以看到蔚来回到估值水平。就营收方面，蔚来预计将继续快速增长，预计明年营收同比增长 45%。今年，分析师预计增长 74%，因此蔚来的增长前景并不像目前的市场价格那样被低估。YCharts数据04风险目前最大的运营风险是蔚来核心市场的价格战侵蚀了汽车利润率或导致盈利日期延迟。05结论蔚来2月产量和出货量反弹良好，3月出货量突破万辆心理关口。在 ET5 和 ET7 生产加速的推动下，3 月份轿车交付份额从上个月的 58.6% 增加到近 70%。蔚来 的股票也仍然很便宜，预计该公司未来两年的收入将大幅增长，分析师认为这尚未完全反映在蔚来的估值中。\n\n炒股开户享福利，送投顾服务60天体验权，一对一指导服务！\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653265288,"gmtCreate":1680964492644,"gmtModify":1680964494032,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"保守了吧","listText":"保守了吧","text":"保守了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653265288","repostId":"1136185724","repostType":2,"repost":{"id":"1136185724","pubTimestamp":1680857391,"share":"https://www.laohu8.com/m/news/1136185724?lang=&edition=full","pubTime":"2023-04-07 16:49","market":"hk","language":"zh","title":"蔚来估值太低，还能再翻一翻？","url":"https://stock-news.laohu8.com/highlight/detail?id=1136185724","media":"金十数据","summary":"有分析师认为，蔚来交付量与营收前景向好，目前估值仍过低，预计未来两三年还能再翻一番。蔚来股价过去六个月变化不大，该公司3月份的交付量也没怎么推动股价上涨。然而，作者相信，随着国内经济重启，汽车交付量继","content":"<html><head></head><body><blockquote>有分析师认为，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>交付量与营收前景向好，目前估值仍过低，预计未来两三年还能再翻一番。</blockquote><blockquote><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>股价过去六个月变化不大，该公司3月份的交付量也没怎么推动股价上涨。然而，作者相信，<strong>随着国内经济重启，汽车交付量继续增加，今年蔚来股价或有起色。</strong></blockquote><p style=\"text-align: justify;\">蔚来2月份的交付量确实出现了强劲反弹，同比飙升98%，交付超过1.2万辆车。3月份交付量也稳定在每月1万辆以上，<strong>蔚来继续积极扩大汽车产量，目前交付比例已升至近70%。</strong>从营收来看，蔚来的股价仍然很便宜，<strong>作者认为蔚来的估值可能在未来2-3年内翻一番!</strong></p><p style=\"text-align: justify;\">在经历了充满压力和挑战的一年之后，蔚来今年的交付前景可能会出现重大转机。关键原因在于国内经济重启，IMF预计，2023年中国GDP将增长5.2%，去年仅为3.0%。由于国内经济重启，春节假期结束，蔚来2月份交付量强劲反弹。3月份的交付量增长（3.9%）较2月份（98.3%）弱，但目前月度交付量再次回到1万辆以上。</p><p style=\"text-align: justify;\"><strong>蔚来汽车3月份交付了10378辆电动汽车，比排名第三的小鹏多出约50%</strong>，后者上月仅向客户交付了7002辆电动汽车。目前势头最强的显然是理想，该公司上个月交付了20823辆电动汽车。理想的月度交付量是蔚来的两倍，几乎是小鹏的3倍。理想旗下的Li One SUV取得了巨大成功，一向是畅销车型，销量也一直很强劲。由于理想的专注于一款SUV，生产线也更简单，因此这家中国车企的产量和交付量增速比竞争对手更快。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd9cfe97c246fec93e08f2dc9072faf\" title=\"\" tg-width=\"696\" tg-height=\"261\"/></p><p><strong>蔚来汽车的月度交付量目前约为7000辆</strong></p><p style=\"text-align: justify;\">蔚来交付增长靠的是ET5和ET7的产量提高。ET5和ET7已经取代了蔚来SUV组合的大幅增量。蔚来3月份交付了7175辆电动车，占轿车交付份额的近70%，环比增长10个百分点。显然，轿车生产和交付正在改善蔚来的整体交付业绩，预计到今年年底，蔚来的轿车交付份额将增加到75-80%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d0fe7c1b074a4aaf618ad1e707f9717\" title=\"\" tg-width=\"457\" tg-height=\"301\"/></p><p><strong>估值可翻倍？</strong></p><p style=\"text-align: justify;\"><strong>蔚来目前的估值不到2024财年收入的1倍，考虑到中国经济刚刚重启，而且蔚来从春节低迷的销售状态中迅速反弹，其目前的估值乘数太低了。</strong>中国经济2023财年的增长速度几乎是去年的两倍，相信蔚来的交付情况可能会改善，公司的估值前景也是如此。三年来，受疫情影响，消费者需求一直被抑制，中国(和蔚来)或面临着潜在需求爆发。<strong>与其他电动汽车竞争对手相比，蔚来的营收前景也比较有吸引力，目前增速超过小鹏。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/568e3593383cca9bdf2070d88b174b61\" title=\"\" tg-width=\"728\" tg-height=\"456\"/></p><p style=\"text-align: justify;\">与历史市盈率相比，蔚来汽车具有很大的重估潜力。<strong>蔚来汽车去年的平均市盈率为1.95倍，如果该公司2023财年继续扩大ET5和ET7车型的生产规模，蔚来完全可以恢复到估值水平。营收方面，蔚来预计将快速增长，明年营收同比预计增长45%。分析人士预计，今年蔚来的增长将达到74%，因此该公司的增长前景并不像目前的市场价那样黯淡。</strong></p><p><strong>风险</strong></p><p style=\"text-align: justify;\">目前最大的风险是，中国经济重启并没有引起需求爆发，对蔚来汽车的生产和交付增长前景不利。蔚来汽车产量增长放缓也是一个潜在的风险因素，可能会拖累其估值。在作者看来，蔚来最大的运营风险是，核心市场价格战侵蚀了汽车的利润率，或导致盈利日期推迟。</p><p><strong>总结</strong></p><p style=\"text-align: justify;\">蔚来2月份的生产和交付均现喜人反弹，3月份交付水平超过1万辆大关。受ET5和ET7生产提速推动，3月份汽车交付份额从上月的58.6%上升至近70%。蔚来的股价仍然相当便宜，预计未来两年该公司的营收将大幅增长，作者认为这还没有完全反映在蔚来的估值中。</p><p style=\"text-align: justify;\">尽管蔚来去年月度产量/交付量较低，但其估值曾比目前高得多，蔚来的估值翻一番也是合理的，而且也不会高估。</p></body></html>","source":"jssj","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>蔚来估值太低，还能再翻一翻？</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 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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蔚来估值太低，还能再翻一翻？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-07 16:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/109856><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>有分析师认为，蔚来交付量与营收前景向好，目前估值仍过低，预计未来两三年还能再翻一番。蔚来股价过去六个月变化不大，该公司3月份的交付量也没怎么推动股价上涨。然而，作者相信，随着国内经济重启，汽车交付量继续增加，今年蔚来股价或有起色。蔚来2月份的交付量确实出现了强劲反弹，同比飙升98%，交付超过1.2万辆车。3月份交付量也稳定在每月1万辆以上，蔚来继续积极扩大汽车产量，目前交付比例已升至近70%。从...</p>\n\n<a href=\"https://xnews.jin10.com/details/109856\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{"NIO.SI":"蔚来","BK4526":"热门中概股","BK1119":"汽车制造商","BK4588":"碎股","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","LU0052750758.USD":"富兰克林中国基金A Acc","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","NIO":"蔚来","BK4532":"文艺复兴科技持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","09866":"蔚来-SW","BK1588":"回港中概股"},"source_url":"https://xnews.jin10.com/details/109856","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136185724","content_text":"有分析师认为，蔚来交付量与营收前景向好，目前估值仍过低，预计未来两三年还能再翻一番。蔚来股价过去六个月变化不大，该公司3月份的交付量也没怎么推动股价上涨。然而，作者相信，随着国内经济重启，汽车交付量继续增加，今年蔚来股价或有起色。蔚来2月份的交付量确实出现了强劲反弹，同比飙升98%，交付超过1.2万辆车。3月份交付量也稳定在每月1万辆以上，蔚来继续积极扩大汽车产量，目前交付比例已升至近70%。从营收来看，蔚来的股价仍然很便宜，作者认为蔚来的估值可能在未来2-3年内翻一番!在经历了充满压力和挑战的一年之后，蔚来今年的交付前景可能会出现重大转机。关键原因在于国内经济重启，IMF预计，2023年中国GDP将增长5.2%，去年仅为3.0%。由于国内经济重启，春节假期结束，蔚来2月份交付量强劲反弹。3月份的交付量增长（3.9%）较2月份（98.3%）弱，但目前月度交付量再次回到1万辆以上。蔚来汽车3月份交付了10378辆电动汽车，比排名第三的小鹏多出约50%，后者上月仅向客户交付了7002辆电动汽车。目前势头最强的显然是理想，该公司上个月交付了20823辆电动汽车。理想的月度交付量是蔚来的两倍，几乎是小鹏的3倍。理想旗下的Li One SUV取得了巨大成功，一向是畅销车型，销量也一直很强劲。由于理想的专注于一款SUV，生产线也更简单，因此这家中国车企的产量和交付量增速比竞争对手更快。蔚来汽车的月度交付量目前约为7000辆蔚来交付增长靠的是ET5和ET7的产量提高。ET5和ET7已经取代了蔚来SUV组合的大幅增量。蔚来3月份交付了7175辆电动车，占轿车交付份额的近70%，环比增长10个百分点。显然，轿车生产和交付正在改善蔚来的整体交付业绩，预计到今年年底，蔚来的轿车交付份额将增加到75-80%。估值可翻倍？蔚来目前的估值不到2024财年收入的1倍，考虑到中国经济刚刚重启，而且蔚来从春节低迷的销售状态中迅速反弹，其目前的估值乘数太低了。中国经济2023财年的增长速度几乎是去年的两倍，相信蔚来的交付情况可能会改善，公司的估值前景也是如此。三年来，受疫情影响，消费者需求一直被抑制，中国(和蔚来)或面临着潜在需求爆发。与其他电动汽车竞争对手相比，蔚来的营收前景也比较有吸引力，目前增速超过小鹏。与历史市盈率相比，蔚来汽车具有很大的重估潜力。蔚来汽车去年的平均市盈率为1.95倍，如果该公司2023财年继续扩大ET5和ET7车型的生产规模，蔚来完全可以恢复到估值水平。营收方面，蔚来预计将快速增长，明年营收同比预计增长45%。分析人士预计，今年蔚来的增长将达到74%，因此该公司的增长前景并不像目前的市场价那样黯淡。风险目前最大的风险是，中国经济重启并没有引起需求爆发，对蔚来汽车的生产和交付增长前景不利。蔚来汽车产量增长放缓也是一个潜在的风险因素，可能会拖累其估值。在作者看来，蔚来最大的运营风险是，核心市场价格战侵蚀了汽车的利润率，或导致盈利日期推迟。总结蔚来2月份的生产和交付均现喜人反弹，3月份交付水平超过1万辆大关。受ET5和ET7生产提速推动，3月份汽车交付份额从上月的58.6%上升至近70%。蔚来的股价仍然相当便宜，预计未来两年该公司的营收将大幅增长，作者认为这还没有完全反映在蔚来的估值中。尽管蔚来去年月度产量/交付量较低，但其估值曾比目前高得多，蔚来的估值翻一番也是合理的，而且也不会高估。","news_type":1},"isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653333542,"gmtCreate":1680535393887,"gmtModify":1680535395165,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>不是低于一美元多久之后会被退市吗？","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>不是低于一美元多久之后会被退市吗？","text":"$Faraday Future(FFIE)$ 不是低于一美元多久之后会被退市吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653333542","isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":941250329,"gmtCreate":1594916592861,"gmtModify":1704207465144,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>大家说下不下车？[捂脸]&nbsp;[捂脸]&nbsp;下车买<a 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[抱拳]","images":[{"img":"https://static.tigerbbs.com/a49763689c2009cd885b9ba15d02ab6d","width":"828","height":"1792"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":17,"commentSize":47,"repostSize":0,"link":"https://laohu8.com/post/941250329","isVote":1,"tweetType":1,"viewCount":10317,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"11965178738539","authorId":"11965178738539","name":"跌跌跌888","avatar":"https://static.tigerbbs.com/b29056b74f08abbc89687e10a0bf2f02","crmLevel":1,"crmLevelSwitch":0},"content":"一个亿万富翁问我等**丝","text":"一个亿万富翁问我等**丝","html":"一个亿万富翁问我等**丝"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":944410299,"gmtCreate":1597074563411,"gmtModify":1704214333452,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a 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[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/941492180","isVote":1,"tweetType":1,"viewCount":4285,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500501721534624","authorId":"3500501721534624","name":"韭菜叶","avatar":"https://static.tigerbbs.com/4045406c8ef7d4cfbd540c0bb15faed0","crmLevel":1,"crmLevelSwitch":1},"content":"前些天看过一篇文章，如果Q2盈利，不是马上纳入标普指数，预计在公布后的三个月之内.","text":"前些天看过一篇文章，如果Q2盈利，不是马上纳入标普指数，预计在公布后的三个月之内.","html":"前些天看过一篇文章，如果Q2盈利，不是马上纳入标普指数，预计在公布后的三个月之内."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":917878575,"gmtCreate":1581696746497,"gmtModify":1704345067626,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a 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蔚来内部的销售人员给我说4季度比3季度销量高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/917878575","isVote":1,"tweetType":1,"viewCount":6151,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3543933375964987","authorId":"3543933375964987","name":"SEAN_松翰","avatar":"https://static.tigerbbs.com/9adc4b54c74787c6b6acb8864d0de406","crmLevel":1,"crmLevelSwitch":0},"content":"那肯定呀…","text":"那肯定呀…","html":"那肯定呀…"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629246347,"gmtCreate":1670570857289,"gmtModify":1670570859381,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"计划2030年销量一半是电动车，可笑，宝马是真糊涂还是假糊涂。2030年汽油车销量剩20%都是多说了。","listText":"计划2030年销量一半是电动车，可笑，宝马是真糊涂还是假糊涂。2030年汽油车销量剩20%都是多说了。","text":"计划2030年销量一半是电动车，可笑，宝马是真糊涂还是假糊涂。2030年汽油车销量剩20%都是多说了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/629246347","repostId":"2290640315","repostType":2,"repost":{"id":"2290640315","pubTimestamp":1670562846,"share":"https://www.laohu8.com/m/news/2290640315?lang=&edition=full","pubTime":"2022-12-09 13:14","market":"us","language":"zh","title":"宝马2023年加快触电 计划2030年销量一半是纯电动车","url":"https://stock-news.laohu8.com/highlight/detail?id=2290640315","media":"第一财经","summary":"宝马明年加快触电，计划2030年销量一半是纯电动车宝马集团12月8日宣布，2023年在中国市场推出的纯电动产品将达到11款，届时宝马将拥有全面的纯电产品线，覆盖几乎所有细分市场。按照规划，宝马集团将于2025年在全球交付200万辆纯电动车，同年将推出在全新构架平台上打造的“新世代”车型。到2030年，宝马集团50%的销量将来自纯电动车型，这将推动纯电动车累计销量达1000万辆。","content":"<div>\n<p>原标题：宝马明年加快触电，计划2030年销量一半是纯电动车宝马集团12月8日宣布，2023年在中国市场推出的纯电动产品将达到11款，届时宝马将拥有全面的纯电产品线，覆盖几乎所有细分市场。按照规划，宝马集团将于2025年在全球交付200万辆纯电动车，同年将推出在全新构架平台上打造的“新世代”车型。到2030年，宝马集团50%的销量将来自纯电动车型，这将推动纯电动车累计销量达1000万辆。此外，...</p>\n\n<a href=\"https://tech.ifeng.com/c/8LbO4YJ9kbR\">Web Link</a>\n\n</div>\n","source":"fenghuang_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\" 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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宝马2023年加快触电 计划2030年销量一半是纯电动车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-09 13:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8LbO4YJ9kbR><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：宝马明年加快触电，计划2030年销量一半是纯电动车宝马集团12月8日宣布，2023年在中国市场推出的纯电动产品将达到11款，届时宝马将拥有全面的纯电产品线，覆盖几乎所有细分市场。按照规划，宝马集团将于2025年在全球交付200万辆纯电动车，同年将推出在全新构架平台上打造的“新世代”车型。到2030年，宝马集团50%的销量将来自纯电动车型，这将推动纯电动车累计销量达1000万辆。此外，...</p>\n\n<a href=\"https://tech.ifeng.com/c/8LbO4YJ9kbR\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","NIO":"蔚来","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4550":"红杉资本持仓","BK4526":"热门中概股","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4574":"无人驾驶","NIO.SI":"蔚来","09866":"蔚来-SW","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4505":"高瓴资本持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4581":"高盛持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) 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Motorrad都市出行系列也将全面电动化。目前，宝马在中国市场推出的电动车共有5款，包括宝马iX、宝马i4、国产宝马iX3、宝马i3和即将上市的宝马i7。宝马明年将在中国市场国产iX1，定价可能在30万元以上，这一定位可能与特斯拉Model Y形成竞争。今年以来，中国电动车市场快速增长。乘联会数据显示，今年前11月新能源乘用车批发销量达574.2万辆，同比增长104.6%。在11月份，新能源车的渗透率已经达到了36.3%。不过，自主品牌和特斯拉为新能源市场贡献了绝大多数销量。而传统豪华品牌和主流合资品牌在电动车领域的表现相对欠佳，从整个市场来看，目前燃油豪华品牌的品牌溢价尚未传导到电动汽车市场上。一方面，传统豪华品牌此前两年在中国市场推出的电动车产品较少，同时产品迭代速度相对较慢。另一方面，智能化水平缺失，无法迎合中国用户对于电动化产品的需求，被认为是外资品牌纯电动汽车无法复现燃油产品强势表现的重要原因。和传统燃油车时代，在人机工程学、底盘舒适性等领域进行本地化改良不同，中国用户领先全球的智能化需求，对海外车企提出了挑战。麦肯锡的研究报告显示，中国市场消费者更在乎智能化上的体验，超过80%的中国消费者认为自动驾驶和智能互联功能对他们而言非常重要。豪华品牌正加快在产品和智能化技术领域的本土化布局。2023年起，宝马、奔驰和奥迪推出的电动车产品开始增多，但撬动市场仍需要一个过程。宝马等车企今年在中国市场投产了电动车生产基地，同时在最为核心的电池领域开始加大投资。不久前，宝马宣布沈阳生产基地将进行动力电池生产的大规模扩建，该项目投资总额达100亿元。此外，宝马、奥迪、奔驰和大众汽车等均在北京、上海等地设立了研发中心，从事自动驾驶、数字化、软件等相关业务，同时与本土科技企业合作，通过战略合作或入股的方式打造本地生态系统。从整个市场来看，特斯拉抢夺了部分豪华车市场。此外，国内造车新势力推出的部分车型价格与豪华车有所重叠。蔚来汽车推出的首款车型ES8的起售价格就逼近50万元。自成立之初，蔚来对标的就是传统燃油车豪华品牌的头部阵营。理想汽车推出的旗下第二款车型L9售价进入了40万元以上的豪车市场，小鹏汽车的旗舰车型小鹏G9也已经上市，该车起售价在30万元以上。不过，蔚来、理想和小鹏等造车新势力今年的表现并不稳定，个别月份的销量出现下降，国内电动车市场格局还未稳定。业内认为，从宝马、奥迪和奔驰的规划来看，2025年是一个关键的时间节点。自2025年起，宝马集团将推出“新世代”车型，新车型将率先使用大圆柱电芯。2025年起奔驰所有新发布的车型架构也将均为纯电平台，其每款车型都将提供纯电版本选择，同时将推出3个全新纯电车型架构平台。LMC汽车市场咨询(上海)有限公司总经理曾志凌认为，外资车企在新能源方面有技术储备，只不过之前较为谨慎。传统豪华品牌产销规模大，采购议价的能力比较强，这样比较容易降低成本。随着电动车发展，优势会慢慢凸显。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682193222,"gmtCreate":1658823859970,"gmtModify":1658824227545,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a 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