橙橘姐妹的个人主页 - 老虎社区

橙橘姐妹

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0勋章

2021-07-22

$法拉第未来(FFIE)$小鹏是丰田大众蔚来是奔驰宝马，他们都是走量级别的，法拉第未来是迈巴赫宾利，走超豪华路线的[笑哭] 祝福贾总吧😄

2021-07-01

$蔚来(NIO)$|[贱笑]

2021-06-17

$高途(GOTU)$还是看好在线教育，家长们都知道教育的难，线上教育不开，线下教育也照样开，开销更大，更难😂😂

2021-06-11

中了[龇牙]

2021-01-15

都忽略了中国人的爱国情怀，有一天中国人都用小鹏蔚来，哪里还有特斯拉的事

韦德布什：将特斯拉目标价从715美元升至950美元

2020-08-06

$理想汽车(LI)$拉高了，机构好出仓，现在进就成韭菜了

2020-07-31

$理想汽车(LI)$如果理想没有被高估，买蔚来应该上20才合理[笑哭]

2020-07-17

$蔚来(NIO)$又补仓了[贱笑]

2020-07-14

$蔚来(NIO)$抄底入了些[龇牙] 大单疯狂进，肯定又会拉一波，做个短线很适合[龇牙]

2020-07-09

$蔚来(NIO)$一百亿哦😊，别太早上二十，让我再入点资金

2020-07-08

$蔚来(NIO)$再涨点就两台6到手了[开心]

2020-07-06

$蔚来(NIO)$豪堵蔚来，此时此刻all in

2020-06-30

$蔚来(NIO)$二季度销量破一万咯😄

2020-05-01

$特斯拉(TSLA)$真棒，越卖越便宜，股价刷下来

2020-03-31

好扯蛋的文章😂

新势力警告：别进来，会很穷

去老虎APP查看更多动态

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10:45","market":"us","language":"zh","title":"韦德布什：将特斯拉目标价从715美元升至950美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1133753829","media":"老虎资讯综合","summary":"韦德布什：将特斯拉目标价从715美元升至950美元，同时维持中性评级。艾夫斯还将该股牛市价格从1000美元上调至1250美元。Ives表示，在中国市场的推动下，2021年电动汽车需求十分强劲。这位分析","content":"<p>韦德布什：将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>目标价从715美元升至950美元，同时维持中性评级。艾夫斯还将该股牛市价格从1000美元上调至1250美元。Ives表示，在中国市场的推动下，2021年电动汽车需求十分强劲。这位分析师“大幅”提高了对交付量的预测，预计2022年特斯拉的交付量将超过100万辆；如果全球电动汽车需求继续维持目前速度，到2030年特斯拉的交付量可能接近每年500万辆。</p><p><img src=\"https://static.tigerbbs.com/019b909d237a51c6fa7ed4837cab96dc\" tg-width=\"840\" tg-height=\"470\"><b>相关阅读：特斯拉2021年增长迅猛</b></p><p>跨入2021年，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>继续吸引了投资者的眼光，因为在刚过去的2020年，特斯拉的股票创下了新高，成为市场上炙手可热的宠儿。随着疫苗的推出，全球看到了疫情结束的希望。特斯拉的产能有望增加，投资者普遍希望特斯拉今年的交付量能增长60%以上。</p><p><b>2021年特斯拉是否能够大幅提高交付量？</b></p><p>让我们来看看特斯拉最新的数据。2020年第四季度，特斯拉的汽车产量接近18万辆，也就是说年产量约为71.9万辆。当时，Y型车在上海的第二阶段扩张还没有开始，德克萨斯和柏林的工厂预计将于今年投产。在下表中，可以看到在以前的收益报告中详细列出的已交付的年度产能水平。</p><p><img src=\"https://static.tigerbbs.com/4a932bbe513f362a4a652359764e851c\" tg-width=\"605\" tg-height=\"181\"></p><p>（来源：特斯拉投资者信）</p><p>根据特斯拉最新的生产和交付报告中详细列出的Y型车的情况，我们估计特斯拉下次在上海生产Model Y时至少还会增加5万辆。这款中国制造的汽车全年都将继续增产，进一步增加特斯拉的总体产能。到年底，特斯拉在上海工厂的产能可能会超过50万辆。特斯拉在中国的Model Y的生产日程上，长续航版的Model Y的交付时间已经回到了第二季度，而性能不同的车型预计将在第三季度开始交付。</p><p>但请记住，已有的生产能力并不意味着我们马上就能看到预期的生产结果。最近的历史数据表明，特斯拉需要三到四个季度才能达到其最新报告中的水平。这意味着2021年的总产量将趋向于90万辆，如果特斯拉在上海的工厂得到德克萨斯工厂和或柏林工厂的任何重大帮助，产量可能会更高。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-01-15 10:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>韦德布什：将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>目标价从715美元升至950美元，同时维持中性评级。艾夫斯还将该股牛市价格从1000美元上调至1250美元。Ives表示，在中国市场的推动下，2021年电动汽车需求十分强劲。这位分析师“大幅”提高了对交付量的预测，预计2022年特斯拉的交付量将超过100万辆；如果全球电动汽车需求继续维持目前速度，到2030年特斯拉的交付量可能接近每年500万辆。</p><p><img src=\"https://static.tigerbbs.com/019b909d237a51c6fa7ed4837cab96dc\" tg-width=\"840\" tg-height=\"470\"><b>相关阅读：特斯拉2021年增长迅猛</b></p><p>跨入2021年，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>继续吸引了投资者的眼光，因为在刚过去的2020年，特斯拉的股票创下了新高，成为市场上炙手可热的宠儿。随着疫苗的推出，全球看到了疫情结束的希望。特斯拉的产能有望增加，投资者普遍希望特斯拉今年的交付量能增长60%以上。</p><p><b>2021年特斯拉是否能够大幅提高交付量？</b></p><p>让我们来看看特斯拉最新的数据。2020年第四季度，特斯拉的汽车产量接近18万辆，也就是说年产量约为71.9万辆。当时，Y型车在上海的第二阶段扩张还没有开始，德克萨斯和柏林的工厂预计将于今年投产。在下表中，可以看到在以前的收益报告中详细列出的已交付的年度产能水平。</p><p><img src=\"https://static.tigerbbs.com/4a932bbe513f362a4a652359764e851c\" tg-width=\"605\" tg-height=\"181\"></p><p>（来源：特斯拉投资者信）</p><p>根据特斯拉最新的生产和交付报告中详细列出的Y型车的情况，我们估计特斯拉下次在上海生产Model Y时至少还会增加5万辆。这款中国制造的汽车全年都将继续增产，进一步增加特斯拉的总体产能。到年底，特斯拉在上海工厂的产能可能会超过50万辆。特斯拉在中国的Model Y的生产日程上，长续航版的Model Y的交付时间已经回到了第二季度，而性能不同的车型预计将在第三季度开始交付。</p><p>但请记住，已有的生产能力并不意味着我们马上就能看到预期的生产结果。最近的历史数据表明，特斯拉需要三到四个季度才能达到其最新报告中的水平。这意味着2021年的总产量将趋向于90万辆，如果特斯拉在上海的工厂得到德克萨斯工厂和或柏林工厂的任何重大帮助，产量可能会更高。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/470c7cb7483c270761f6679ffa0ee057","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133753829","content_text":"韦德布什：将特斯拉目标价从715美元升至950美元，同时维持中性评级。艾夫斯还将该股牛市价格从1000美元上调至1250美元。Ives表示，在中国市场的推动下，2021年电动汽车需求十分强劲。这位分析师“大幅”提高了对交付量的预测，预计2022年特斯拉的交付量将超过100万辆；如果全球电动汽车需求继续维持目前速度，到2030年特斯拉的交付量可能接近每年500万辆。相关阅读：特斯拉2021年增长迅猛跨入2021年，特斯拉继续吸引了投资者的眼光，因为在刚过去的2020年，特斯拉的股票创下了新高，成为市场上炙手可热的宠儿。随着疫苗的推出，全球看到了疫情结束的希望。特斯拉的产能有望增加，投资者普遍希望特斯拉今年的交付量能增长60%以上。2021年特斯拉是否能够大幅提高交付量？让我们来看看特斯拉最新的数据。2020年第四季度，特斯拉的汽车产量接近18万辆，也就是说年产量约为71.9万辆。当时，Y型车在上海的第二阶段扩张还没有开始，德克萨斯和柏林的工厂预计将于今年投产。在下表中，可以看到在以前的收益报告中详细列出的已交付的年度产能水平。（来源：特斯拉投资者信）根据特斯拉最新的生产和交付报告中详细列出的Y型车的情况，我们估计特斯拉下次在上海生产Model 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10:01","market":"us","language":"zh","title":"新势力警告：别进来，会很穷","url":"https://stock-news.laohu8.com/highlight/detail?id=2023146217","media":"  ·  ","summary":"[ 亿欧导读 ]  车卖不出去、钱融不进来，惊魂甫定的创始人们环视局势，终于发觉事态衍变已经超出了以往的“经验值”。","content":"<html><body><div>\n<p><em>【编者按】新冠疫情，让各家车企纷纷陷入危机。传统汽车巨头在汽车产业深耕多年，在面临疫情时通过长期积累的政府资源、资金支持以及运营经验等可以应付当下的情况。新势力造车根基薄弱，依靠时代的机遇入局汽车行业，在宏观环境发生改变时，生存能力就会变得非常脆弱。</em></p>\n<p><em>新冠疫情不仅加速了汽车行业的洗牌，也让新造车势力停下来思考如何能够在汽车这个复杂的行业生存下来。毕竟企业应该先谈“生存”，再谈“发展”。</em></p>\n<p><em>本文转载自汽车产经，原作者梁秋梦；由亿欧汽车整理转载，供行业内人士参考。</em></p>\n<hr/>\n<p>在新冠肺炎疫情的影响下，全国的多个行业都损失惨重，对于本来就处于“寒冬”迟迟走不出的汽车行业来说，就更是“雪上加霜”了。这场疫情对车市的第一个明显的影响，就是销量出现了前所未有的惨淡，甚至打破了20年以来的底线。</p>\n<p>如果说汽车巨头如大众集团都承受不住资金链压力，要延迟部分投资计划，那么囊中羞涩的新造车企业，就更要为“保命”而焦灼了。对于疫情加速市场淘汰赛的问题，多个汽车分析人士也指出：<strong>今年可能有2/3的新势力企业会因此而提前倒下。</strong></p>\n<p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>比较幸运，合肥市政府已承诺给他一笔超100亿元融资，还声称在5年内将蔚来打造为千亿市值的龙头企业。</p>\n<p>有人说，蔚来已基本涉过险滩。但并非所有新势力都能这么幸运。造车新势力的出清状态，正在员工欠薪的事件上一一呈现。</p>\n<h3>发不出的薪水，守不住的flag</h3>\n<p>所谓“覆巢之下，安有完卵”，如<a href=\"https://laohu8.com/S/600104\">上汽集团</a>、北汽集团、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>都已相继降薪、变相裁员，资金单薄的新造车企业更是九死一生。不夸张地说，新势力的员工，几乎被推到“殉葬”的边缘。</p>\n<p>博郡汽车的员工肯定是很认同的，他们已经三个月没有收到薪水了。除了薪水延迟，公司还让他们自掏腰包缴纳个人的社保公积金。有员工直言，南京的社保公积金已经断缴三个月，已影响到购房贷款。</p>\n<p>几年前，博郡汽车创始人黄希鸣曾说过一番感天动地的话。他说，<strong>“如果博郡不争做一个百年企业，只是在时代中间做弄潮儿，做几年就死掉了，没有任何意义。” </strong>黄希鸣没有料到的是，几年时间过去，他只实现了后半句。</p>\n<p>同样难堪的还有“前途汽车”。这家成立于2015年2月并扬言要做中国纯电动跑车先行者、而且要在2020年卖出10万辆新车的企业，如今已经对部分员工停止发放工资长达9个月。</p>\n<p>今年3月，前途汽车其母公司北京长城华冠又推出了最新离职结清协议。协议的内容大概是，给出员工3个选择。第一种是选择本周内主动离职，公司在5月底前结清工资，无赔偿。第二种是在两天内协议离职，与公司签署赔偿协议，按国家规定的N+1标准提供赔偿金，在9月前结清工资。第三种是继续留在公司，公司将努力尽快解决工资问题，“只是短时间内确实无法给予发放时间上的承诺”。</p>\n<p><strong>总之一句话，不管什么时候离职，眼下都发不出工资。</strong></p>\n<p>更“杯具”的是，除了拖欠工资外，前途汽车还以发放工资名义强制部分员工办理信用贷。2019年9月，其董事长陆群宣称给公司员工发工资，强制部分员工用个人信息给公司办理信用贷，但贷款下来后，被拖欠工资的员工仍没有收到工资。</p>\n<p>说好的要做中国纯电动跑车先行者呢，“岂非大炮哉”？</p>\n<p>这种“白嫖”员工的现象不光发生在“陪跑梯队”，同样也发生在头部企业身上。</p>\n<p>据威马汽车员工透露，威马已经宣布取消发放年终绩效。这个年终绩效不是一般的绩效奖金，当初员工签下威马，是因为他承诺了期望“月薪*12”再按照16.9个月来发工资。如今取消了年终绩效，也就是说，威马“白嫖”了员工接近5个月的工资。</p>\n<p>取消绩效的原因是什么呢？因为2019年未达到公司目标，公司的目标是达到10万辆年销量的60%。</p>\n<p>“10万辆…10万…大跃进都不敢这样定目标吧。”一位威马员工这样调侃。</p>\n<p>威马汽车创始人、CEO沈晖曾有一句名言，说<strong>“让平凡人有不平凡的体验”</strong>。怎么个不平凡，我们当时一脸懵。还好现在，威马员工知道了：<strong>做威马的员工，体验都很不平凡</strong>。</p>\n<p>消极怠工、骑驴找马……这已经成为当前这几家公司员工的最真实状态。</p>\n<p>不少高管显然已经脱离“苦海”。3月23日，<a href=\"https://laohu8.com/S/HYUD.UK\">现代汽车</a>发布消息称，已任命向东平为现代汽车集团（中国）副总裁、北京现代副总经理、销售本部长。算上此前合众汽车营销副总裁邓凌、博郡汽车市场营销和销售副总裁陈曦等等，这已经是<strong>3月份的第六起新势力高管离职。</strong></p>\n<p>时间最多也不过两年。当初这些人从传统车企“出走”，而后加入造车新势力的那种时髦景象似乎都还历历在目。记得有一位新势力高管颇具感慨地说：以前在合资公司做事总有“天花板”，现在可以放手去做，让世界看到中国品牌。</p>\n<p>最终我们得出一个结论——不要觉得自己了解人生所有“天花板”，那可能是你还没在新势力车企经历过资金绝望。</p>\n<h3>相似的开场，相似的结尾</h3>\n<p>其实，如果把时间拨回两年前，事情远不是今天这副惨兮兮的样子。</p>\n<p>在最疯狂的时期，国内活跃的新造车企业有25-30家，有媒体统计过，如果算上各个地方政府暗自扶持的准备上马的新造车项目，风起云涌的新造车项目甚至超过一百家。</p>\n<p>而且，无一例外的是，他们都会有一个死死抓住你灵魂的造车故事。</p>\n<p>一个完美的新造车故事，通常需要融合“财富自由的老总人设”、一拍即合的兄弟情、品味超好的外国佬等多种元素。当然，最重要的一点是——梦想。当无数的女人扑倒在戴森吹风机面前的时候，新势力车企老总的梦想是，让无数年轻的消费者扑倒在他们家的电动车面前。</p>\n<p>这上百家的车企，凭着“电动车改变世界”的颠覆者精神，有的融资融到手软，融资比较一般的，也基本够它买下一个造车资质。</p>\n<p><strong>不办一场声势浩大的演唱会，你是不配拥有一个<a href=\"https://laohu8.com/S/DLX\">豪华</a>汽车品牌的。</strong></p>\n<p>蔚来，烧8000万办一场发布会。幸好，这放纵一烧，也烧出了中产群体的簇拥团结。赛麟，以杰森·斯坦森、吴亦凡作为嘉宾，在鸟巢拉开了自己的首秀。</p>\n<p>办不起演唱会的，没有关系，资金的短缺丝毫没有磨灭他们血液中自信大胆的基因。高薪高管挖一个、进军欧洲走一个、甲醇制氢技术来一发、新能源研究院来一个，该有的“牛逼”布局，应有尽有。</p>\n<p>按照这种高调的姿势，他们应该能把新能源汽车玩出“花儿”来。</p>\n<p>然而，事实却是，抛开打造服务壁垒的蔚来、尝试增程式混动的理想制造、续航破700km的小鹏这几家，其他已经量产或者说正在量产的车型大多集中在小型或紧凑型SUV层面，而这些产品说白了底层框架来自<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的开源技术，电池组来自<a href=\"https://laohu8.com/S/300750\">宁德时代</a>等差不多的供应商，电动机与电控更是来自相近的供应商群，基本没有“特色菜”的存在。</p>\n<p>折腾一番之后，车卖不出去、钱融不进来，惊魂甫定的创始人们环视局势，终于发觉事态衍变已经超出了以往的“经验值”。原来，创业与经营，事涉一分一毫，而与“梦想”几乎无关。</p>\n<p>于是，各种逃窜开始了。</p>\n<p>抱政府的“大腿”是一个选择。成立于2016年的绿驰汽车已经“卖身”，河南国投认缴出20.2亿元，成为了他最大的股东方。</p>\n<p>据闻，目前负面缠身的博郡汽车董事长黄希鸣就在天津等待天津政府出手相救。</p>\n<p>不过，就算政府提供配套厂房，但没有真金白银砸下去，新势力车企依旧是岌岌可危。正如汽车行业分析师钟师所说，地方政府大多是给新势力车企创造一个筑巢引凤的机会。</p>\n<p>新势力车企不像众泰、力帆、猎豹，后者作为纳税大户也好，解决地方就业也好，已经跟政府有长期的利益捆绑。而新势力作为“新兵蛋子”，地方政府似乎没有理由去“搭一把手”。如果说众泰之流还能在车市黑暗期，因为与政府绑定而免于一死，那么还在陪跑的新势力车企，很有可能成为最早倒下的一批。</p>\n<p>IPO是要尝试一下的，更何况在美国上市比在中国容易得多。之前便有消息传出，理想汽车已申请在美国进行IPO，计划筹资至少5亿美元。另外小鹏汽车的运营主体广州橙行智动汽车科技公司在2月24日发生工商变更，也引发了网友对小鹏启动在美IPO计划的推测。</p>\n<p>然而，在美股熔断已经成为日常便饭的当下，明显也不是什么IPO的好时期。</p>\n<h3>最后说说</h3>\n<p>无论是资本谨慎化还是补贴退坡，算上今年年初新冠肺炎疫情的超时空纬度的全面打击，一家新造车企业要真正靠自己的力量，真正在一个尚未培育成熟的新能源汽车市场站稳脚跟，几无可能，甚至，连“死法”都会很相似。</p>\n<p>当然，也不能简单把他们的兴起归结为一场闹剧。尽管这其中有许多资源的浪费、试错的成本，但不可否认，新势力里面还是不缺有强悍战斗力的选手，他们的出现，多少能给中国车企带来一些新的启示，对中国汽车做大做强有着正面的意义。</p>\n<p>到了这样的时刻，难免有人会想起威马沈晖与美团王兴的那次对赌，如果将来只有三家新势力造车可以存活，那么会是谁？</p>\n<p>不过，是三家存活还是五家存活，都只是大致的假设。没准再有一个类病毒的意外冲过来，就把所有新势力车企都扫进了历史的垃圾堆。但也没准像汽车狂人李书福说的，不一定每个品牌都会走向死亡，在兼并重组后的大集团中找到一个专属位置，也是有可能的。</p>\n<p><i>版权声明</i></p><p><span>本文来源亿欧，经亿欧授权发布，版权归原作者所有。转载或内容合作请点击<i>转载说明</i>，违规转载法律必究。</span></p>\n</div></body></html>","source":"iyiou_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>新势力警告：别进来，会很穷</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{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n新势力警告：别进来，会很穷\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-03-31 10:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.iyiou.com/p/125771.html><strong>  ·  </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【编者按】新冠疫情，让各家车企纷纷陷入危机。传统汽车巨头在汽车产业深耕多年，在面临疫情时通过长期积累的政府资源、资金支持以及运营经验等可以应付当下的情况。新势力造车根基薄弱，依靠时代的机遇入局汽车行业，在宏观环境发生改变时，生存能力就会变得非常脆弱。\n新冠疫情不仅加速了汽车行业的洗牌，也让新造车势力停下来思考如何能够在汽车这个复杂的行业生存下来。毕竟企业应该先谈“生存”，再谈“发展”。\n本文转载自...</p>\n\n<a href=\"https://www.iyiou.com/p/125771.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://diting-hetu.iyiou.com/15794065411577.jpg?imageView2/1/w/900/h/600/format/jpg","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.iyiou.com/p/125771.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2023146217","content_text":"【编者按】新冠疫情，让各家车企纷纷陷入危机。传统汽车巨头在汽车产业深耕多年，在面临疫情时通过长期积累的政府资源、资金支持以及运营经验等可以应付当下的情况。新势力造车根基薄弱，依靠时代的机遇入局汽车行业，在宏观环境发生改变时，生存能力就会变得非常脆弱。\n新冠疫情不仅加速了汽车行业的洗牌，也让新造车势力停下来思考如何能够在汽车这个复杂的行业生存下来。毕竟企业应该先谈“生存”，再谈“发展”。\n本文转载自汽车产经，原作者梁秋梦；由亿欧汽车整理转载，供行业内人士参考。\n\n在新冠肺炎疫情的影响下，全国的多个行业都损失惨重，对于本来就处于“寒冬”迟迟走不出的汽车行业来说，就更是“雪上加霜”了。这场疫情对车市的第一个明显的影响，就是销量出现了前所未有的惨淡，甚至打破了20年以来的底线。\n如果说汽车巨头如大众集团都承受不住资金链压力，要延迟部分投资计划，那么囊中羞涩的新造车企业，就更要为“保命”而焦灼了。对于疫情加速市场淘汰赛的问题，多个汽车分析人士也指出：今年可能有2/3的新势力企业会因此而提前倒下。\n蔚来比较幸运，合肥市政府已承诺给他一笔超100亿元融资，还声称在5年内将蔚来打造为千亿市值的龙头企业。\n有人说，蔚来已基本涉过险滩。但并非所有新势力都能这么幸运。造车新势力的出清状态，正在员工欠薪的事件上一一呈现。\n发不出的薪水，守不住的flag\n所谓“覆巢之下，安有完卵”，如上汽集团、北汽集团、比亚迪都已相继降薪、变相裁员，资金单薄的新造车企业更是九死一生。不夸张地说，新势力的员工，几乎被推到“殉葬”的边缘。\n博郡汽车的员工肯定是很认同的，他们已经三个月没有收到薪水了。除了薪水延迟，公司还让他们自掏腰包缴纳个人的社保公积金。有员工直言，南京的社保公积金已经断缴三个月，已影响到购房贷款。\n几年前，博郡汽车创始人黄希鸣曾说过一番感天动地的话。他说，“如果博郡不争做一个百年企业，只是在时代中间做弄潮儿，做几年就死掉了，没有任何意义。” 黄希鸣没有料到的是，几年时间过去，他只实现了后半句。\n同样难堪的还有“前途汽车”。这家成立于2015年2月并扬言要做中国纯电动跑车先行者、而且要在2020年卖出10万辆新车的企业，如今已经对部分员工停止发放工资长达9个月。\n今年3月，前途汽车其母公司北京长城华冠又推出了最新离职结清协议。协议的内容大概是，给出员工3个选择。第一种是选择本周内主动离职，公司在5月底前结清工资，无赔偿。第二种是在两天内协议离职，与公司签署赔偿协议，按国家规定的N+1标准提供赔偿金，在9月前结清工资。第三种是继续留在公司，公司将努力尽快解决工资问题，“只是短时间内确实无法给予发放时间上的承诺”。\n总之一句话，不管什么时候离职，眼下都发不出工资。\n更“杯具”的是，除了拖欠工资外，前途汽车还以发放工资名义强制部分员工办理信用贷。2019年9月，其董事长陆群宣称给公司员工发工资，强制部分员工用个人信息给公司办理信用贷，但贷款下来后，被拖欠工资的员工仍没有收到工资。\n说好的要做中国纯电动跑车先行者呢，“岂非大炮哉”？\n这种“白嫖”员工的现象不光发生在“陪跑梯队”，同样也发生在头部企业身上。\n据威马汽车员工透露，威马已经宣布取消发放年终绩效。这个年终绩效不是一般的绩效奖金，当初员工签下威马，是因为他承诺了期望“月薪*12”再按照16.9个月来发工资。如今取消了年终绩效，也就是说，威马“白嫖”了员工接近5个月的工资。\n取消绩效的原因是什么呢？因为2019年未达到公司目标，公司的目标是达到10万辆年销量的60%。\n“10万辆…10万…大跃进都不敢这样定目标吧。”一位威马员工这样调侃。\n威马汽车创始人、CEO沈晖曾有一句名言，说“让平凡人有不平凡的体验”。怎么个不平凡，我们当时一脸懵。还好现在，威马员工知道了：做威马的员工，体验都很不平凡。\n消极怠工、骑驴找马……这已经成为当前这几家公司员工的最真实状态。\n不少高管显然已经脱离“苦海”。3月23日，现代汽车发布消息称，已任命向东平为现代汽车集团（中国）副总裁、北京现代副总经理、销售本部长。算上此前合众汽车营销副总裁邓凌、博郡汽车市场营销和销售副总裁陈曦等等，这已经是3月份的第六起新势力高管离职。\n时间最多也不过两年。当初这些人从传统车企“出走”，而后加入造车新势力的那种时髦景象似乎都还历历在目。记得有一位新势力高管颇具感慨地说：以前在合资公司做事总有“天花板”，现在可以放手去做，让世界看到中国品牌。\n最终我们得出一个结论——不要觉得自己了解人生所有“天花板”，那可能是你还没在新势力车企经历过资金绝望。\n相似的开场，相似的结尾\n其实，如果把时间拨回两年前，事情远不是今天这副惨兮兮的样子。\n在最疯狂的时期，国内活跃的新造车企业有25-30家，有媒体统计过，如果算上各个地方政府暗自扶持的准备上马的新造车项目，风起云涌的新造车项目甚至超过一百家。\n而且，无一例外的是，他们都会有一个死死抓住你灵魂的造车故事。\n一个完美的新造车故事，通常需要融合“财富自由的老总人设”、一拍即合的兄弟情、品味超好的外国佬等多种元素。当然，最重要的一点是——梦想。当无数的女人扑倒在戴森吹风机面前的时候，新势力车企老总的梦想是，让无数年轻的消费者扑倒在他们家的电动车面前。\n这上百家的车企，凭着“电动车改变世界”的颠覆者精神，有的融资融到手软，融资比较一般的，也基本够它买下一个造车资质。\n不办一场声势浩大的演唱会，你是不配拥有一个豪华汽车品牌的。\n蔚来，烧8000万办一场发布会。幸好，这放纵一烧，也烧出了中产群体的簇拥团结。赛麟，以杰森·斯坦森、吴亦凡作为嘉宾，在鸟巢拉开了自己的首秀。\n办不起演唱会的，没有关系，资金的短缺丝毫没有磨灭他们血液中自信大胆的基因。高薪高管挖一个、进军欧洲走一个、甲醇制氢技术来一发、新能源研究院来一个，该有的“牛逼”布局，应有尽有。\n按照这种高调的姿势，他们应该能把新能源汽车玩出“花儿”来。\n然而，事实却是，抛开打造服务壁垒的蔚来、尝试增程式混动的理想制造、续航破700km的小鹏这几家，其他已经量产或者说正在量产的车型大多集中在小型或紧凑型SUV层面，而这些产品说白了底层框架来自特斯拉的开源技术，电池组来自宁德时代等差不多的供应商，电动机与电控更是来自相近的供应商群，基本没有“特色菜”的存在。\n折腾一番之后，车卖不出去、钱融不进来，惊魂甫定的创始人们环视局势，终于发觉事态衍变已经超出了以往的“经验值”。原来，创业与经营，事涉一分一毫，而与“梦想”几乎无关。\n于是，各种逃窜开始了。\n抱政府的“大腿”是一个选择。成立于2016年的绿驰汽车已经“卖身”，河南国投认缴出20.2亿元，成为了他最大的股东方。\n据闻，目前负面缠身的博郡汽车董事长黄希鸣就在天津等待天津政府出手相救。\n不过，就算政府提供配套厂房，但没有真金白银砸下去，新势力车企依旧是岌岌可危。正如汽车行业分析师钟师所说，地方政府大多是给新势力车企创造一个筑巢引凤的机会。\n新势力车企不像众泰、力帆、猎豹，后者作为纳税大户也好，解决地方就业也好，已经跟政府有长期的利益捆绑。而新势力作为“新兵蛋子”，地方政府似乎没有理由去“搭一把手”。如果说众泰之流还能在车市黑暗期，因为与政府绑定而免于一死，那么还在陪跑的新势力车企，很有可能成为最早倒下的一批。\nIPO是要尝试一下的，更何况在美国上市比在中国容易得多。之前便有消息传出，理想汽车已申请在美国进行IPO，计划筹资至少5亿美元。另外小鹏汽车的运营主体广州橙行智动汽车科技公司在2月24日发生工商变更，也引发了网友对小鹏启动在美IPO计划的推测。\n然而，在美股熔断已经成为日常便饭的当下，明显也不是什么IPO的好时期。\n最后说说\n无论是资本谨慎化还是补贴退坡，算上今年年初新冠肺炎疫情的超时空纬度的全面打击，一家新造车企业要真正靠自己的力量，真正在一个尚未培育成熟的新能源汽车市场站稳脚跟，几无可能，甚至，连“死法”都会很相似。\n当然，也不能简单把他们的兴起归结为一场闹剧。尽管这其中有许多资源的浪费、试错的成本，但不可否认，新势力里面还是不缺有强悍战斗力的选手，他们的出现，多少能给中国车企带来一些新的启示，对中国汽车做大做强有着正面的意义。\n到了这样的时刻，难免有人会想起威马沈晖与美团王兴的那次对赌，如果将来只有三家新势力造车可以存活，那么会是谁？\n不过，是三家存活还是五家存活，都只是大致的假设。没准再有一个类病毒的意外冲过来，就把所有新势力车企都扫进了历史的垃圾堆。但也没准像汽车狂人李书福说的，不一定每个品牌都会走向死亡，在兼并重组后的大集团中找到一个专属位置，也是有可能的。\n版权声明本文来源亿欧，经亿欧授权发布，版权归原作者所有。转载或内容合作请点击转载说明，违规转载法律必究。","news_type":1},"isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":334934189,"gmtCreate":1610684424441,"gmtModify":1703746233396,"author":{"id":"3547025140453916","authorId":"3547025140453916","name":"橙橘姐妹","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547025140453916","authorIdStr":"3547025140453916"},"themes":[],"htmlText":"都忽略了中国人的爱国情怀，有一天中国人都用小鹏蔚来，哪里还有特斯拉的事","listText":"都忽略了中国人的爱国情怀，有一天中国人都用小鹏蔚来，哪里还有特斯拉的事","text":"都忽略了中国人的爱国情怀，有一天中国人都用小鹏蔚来，哪里还有特斯拉的事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/334934189","repostId":"1133753829","repostType":4,"isVote":1,"tweetType":1,"viewCount":3137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":940719009,"gmtCreate":1594048820901,"gmtModify":1704203746203,"author":{"id":"3547025140453916","authorId":"3547025140453916","name":"橙橘姐妹","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547025140453916","authorIdStr":"3547025140453916"},"themes":[],"htmlText":"<a 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