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TSIENYI
2023-09-19
做着明显偏向马斯克
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TSIENYI
2021-02-18
这么小的地方也能叫火箭配送
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21:58","market":"us","language":"zh","title":"马斯克“杠上”王传福,谁才是电动车江湖的霸主","url":"https://stock-news.laohu8.com/highlight/detail?id=1141193047","media":"华尔街见闻","summary":"随着两家车型价格、市场重合度越来越高,竞争关系逐渐尖锐。","content":"<html><head></head><body><p>作者 | 柴旭晨</p><p style=\"text-align: justify;\">一台珍珠白色的新款Model 3在上海超级工厂缓缓下线,这是特斯拉在全球生产的第500万台新车。<br/><br/>9月17日,特斯拉中国用一条简短的博文,对外宣告了这一关键节点的达成。<br/><br/>值得一提的是,从400万到500万,特斯拉只用了6个月,日均产量来到了5千余台。其中撑起产能半边天的上海超级工厂,已经可以做到“40秒下线一台整车”,无异于是马斯克的“印钞机”。<br/><br/>值得一提的是,一个多月前的8月9日,另一家巨头比亚迪也刚刚宣布“500万辆新能源车”下线。与王传福的泫然泪下相比,特斯拉的“500万”并没有大张旗鼓。<br/><br/>去年被比亚迪挤下新能源王座的特斯拉并没有服输,两个巨头在产能和需求端的竞赛反而愈加激烈,因为他们都在争夺通往下一阶段千万量级产量规模的钥匙,这背后是围绕提升价格、成本优势的一场比拼。<br/><br/>就在撞线“500万”前不久,马斯克又掷出新牌。<br/><br/>9月14日,有消息显示,特斯拉在“千兆铸造”(Giga casting)技术方面取得突破。据了解,通过该技术,特斯拉可将电动车原先组装拼接400个底盘零部件的步骤,直接一次性压铸成型。并且利用3D打印与工业用沙技术,大幅压降金属模具的制造成本和验证速度,而该部件是一体压铸工艺中硬件成本的大头。<br/><br/>美国工程公司Caresoft Global总裁Terry Woychowski表示,“千兆铸造”将进一步颠覆汽车的设计和制造方式。因为该工艺可将生产成本砍半、车型研发周期降低至18-24个月内,领先目前其他多数竞争对手所需的 3-4 年。<br/><br/>马斯克之所以开足马力在制造环节出狠招,本质是“信奉”不断技术迭代以提高生产效率,保证盈利能力。而特斯拉上半年盈利能力的下滑,暗示其到达了一个阶段性的瓶颈,技术更新迫在眉睫。</p><p style=\"text-align: justify;\">要知道,对手比亚迪也正在降本的路上快速潜行。<br/><br/>在9月初慕尼黑车展期间,瑞银证券将比亚迪海豹进行了拆解。其研究发现,该车整体成本较上海工厂生产的同级别Model 3居然还低了15%,较欧洲产的同级别大众汽车要低35%。<br/><br/>瑞银中国汽车行业研究主管巩旻透露,比亚迪海豹中自产的零部件比重就占到约3/4。而比亚迪现在控制着电池、电机、功率半导体等电动车中大部分成本高且关键的零部件制造。<br/><br/>比亚迪在生产成本上的优势也令其腰杆颇硬。在6月股东大会上,王传福就直言比亚迪打得起价格战,且有信心在未来3-5年攫取更多市场份额。<br/><br/>此次马斯克升级的“千兆铸造”,显然是在市场和对手压力下,主动出击为自己赢得更多筹码,持续保持领先的市场地位。</p><p style=\"text-align: justify;\">虽然特斯拉与比亚迪发展模式截然不同,一个“高举低打”,走大单品快速渗透路线;另一个“农村包围城市”车海战术叠加品牌向上,在各个价格段跑马圈地。但随着两家车型价格、市场重合度越来越高,竞争关系逐渐尖锐。<br/><br/>而马斯克手里还握着一直未发的第二支箭--15万元的Model Q。根据计划,Model Q的生产成本将会是Model 3的一半,这或是特斯拉杀入A级市场,加速迈入“千万俱乐部”的助推剂。<br/><br/>在特斯拉“宏图计划第三篇章”中,马斯克对这款车的总销量规划是恐怖的4200万台。而Model Q的价格定位,也来到比亚迪优势最明显的腹地,与秦系列、海豚、宋系列直接竞争。</p><p style=\"text-align: justify;\">国泰君安证券指出,“这将是特斯拉在未来十年生产数千万辆平价电动汽车、实现盈利计划的关键所在”。可谓是“Game Changer”的又一张王牌,进一步坐实特斯拉“成本杀手”的名号。</p><p style=\"text-align: justify;\">不止于此,在决胜“千万”的路上,马斯克还有另一个杀手锏--智驾,这是特斯拉接下来在需求端抢收的铺垫。<br/><br/>8月底,马斯克在推特上直播FSD V12版本的试驾,开源证券分析师任浪判断,该系统版本已经基本实现了准L4级别的智驾体验。他认为当智驾迈入L4级后,就将迎来主流消费群体将高频使用,并提升在购车因素的优先级。<br/><br/>在此背景下,特斯拉自研了5年的Dojo超算平台迎来投产,为FSD按下加速进化按钮。根据特斯拉公布的Dojo训练结果,其可将FSD此前一个月的训练时间压缩至一周。<br/><br/>因此,在政策以及FSD革新迭代的驱动下,电动车行业的下一个爆发时刻即将到来。</p><p style=\"text-align: justify;\">开源证券指出,特斯拉FSD V12的智驾能力目前领先小鹏、华为等头部玩家1.5年左右。</p><p style=\"text-align: justify;\">在规模和供应链把控上,特斯拉和比亚迪这两家巨头的比拼仍在继续。</p><p style=\"text-align: justify;\">MarkLines近期公布的数据显示,上半年,比亚迪以全球125万台的销量首度闯入世界车企TOP10,而特斯则以88万台排在第15名。但与特斯拉100%纯电不同的是,比亚迪的成绩,是纯电+增程等混动车型相加,其中纯电车型占比49.1%。</p><p style=\"text-align: justify;\">或许到明后年,随着制造成本的下降、研发效率的攀升,以及FSD加持,以Model Q打头的特斯拉车队将重塑头部车企的竞争格局。<br/><br/>500万台车,只是新能源巨头角逐的上半场,行业依旧风谲云诡,伴随格局的加速固化,谁能成为下半场千万级的大赢家,或许就将稳坐铁王座了。</p><p style=\"text-align: justify;\">不过现在,马斯克和王传福都不能掉以轻心。</p></body></html>","source":"live_wallstreetcn","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>马斯克“杠上”王传福,谁才是电动车江湖的霸主</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; 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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马斯克“杠上”王传福,谁才是电动车江湖的霸主\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-19 21:58 北京时间 <a href=https://wallstreetcn.com/articles/3698206><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 柴旭晨一台珍珠白色的新款Model 3在上海超级工厂缓缓下线,这是特斯拉在全球生产的第500万台新车。9月17日,特斯拉中国用一条简短的博文,对外宣告了这一关键节点的达成。值得一提的是,从400万到500万,特斯拉只用了6个月,日均产量来到了5千余台。其中撑起产能半边天的上海超级工厂,已经可以做到“40秒下线一台整车”,无异于是马斯克的“印钞机”。值得一提的是,一个多月前的8月9日,...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3698206\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0db453934c8f884373243d51bb3512d3","relate_stocks":{"01211":"比亚迪股份","002594":"比亚迪","TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3698206","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1141193047","content_text":"作者 | 柴旭晨一台珍珠白色的新款Model 3在上海超级工厂缓缓下线,这是特斯拉在全球生产的第500万台新车。9月17日,特斯拉中国用一条简短的博文,对外宣告了这一关键节点的达成。值得一提的是,从400万到500万,特斯拉只用了6个月,日均产量来到了5千余台。其中撑起产能半边天的上海超级工厂,已经可以做到“40秒下线一台整车”,无异于是马斯克的“印钞机”。值得一提的是,一个多月前的8月9日,另一家巨头比亚迪也刚刚宣布“500万辆新能源车”下线。与王传福的泫然泪下相比,特斯拉的“500万”并没有大张旗鼓。去年被比亚迪挤下新能源王座的特斯拉并没有服输,两个巨头在产能和需求端的竞赛反而愈加激烈,因为他们都在争夺通往下一阶段千万量级产量规模的钥匙,这背后是围绕提升价格、成本优势的一场比拼。就在撞线“500万”前不久,马斯克又掷出新牌。9月14日,有消息显示,特斯拉在“千兆铸造”(Giga casting)技术方面取得突破。据了解,通过该技术,特斯拉可将电动车原先组装拼接400个底盘零部件的步骤,直接一次性压铸成型。并且利用3D打印与工业用沙技术,大幅压降金属模具的制造成本和验证速度,而该部件是一体压铸工艺中硬件成本的大头。美国工程公司Caresoft Global总裁Terry Woychowski表示,“千兆铸造”将进一步颠覆汽车的设计和制造方式。因为该工艺可将生产成本砍半、车型研发周期降低至18-24个月内,领先目前其他多数竞争对手所需的 3-4 年。马斯克之所以开足马力在制造环节出狠招,本质是“信奉”不断技术迭代以提高生产效率,保证盈利能力。而特斯拉上半年盈利能力的下滑,暗示其到达了一个阶段性的瓶颈,技术更新迫在眉睫。要知道,对手比亚迪也正在降本的路上快速潜行。在9月初慕尼黑车展期间,瑞银证券将比亚迪海豹进行了拆解。其研究发现,该车整体成本较上海工厂生产的同级别Model 3居然还低了15%,较欧洲产的同级别大众汽车要低35%。瑞银中国汽车行业研究主管巩旻透露,比亚迪海豹中自产的零部件比重就占到约3/4。而比亚迪现在控制着电池、电机、功率半导体等电动车中大部分成本高且关键的零部件制造。比亚迪在生产成本上的优势也令其腰杆颇硬。在6月股东大会上,王传福就直言比亚迪打得起价格战,且有信心在未来3-5年攫取更多市场份额。此次马斯克升级的“千兆铸造”,显然是在市场和对手压力下,主动出击为自己赢得更多筹码,持续保持领先的市场地位。虽然特斯拉与比亚迪发展模式截然不同,一个“高举低打”,走大单品快速渗透路线;另一个“农村包围城市”车海战术叠加品牌向上,在各个价格段跑马圈地。但随着两家车型价格、市场重合度越来越高,竞争关系逐渐尖锐。而马斯克手里还握着一直未发的第二支箭--15万元的Model Q。根据计划,Model Q的生产成本将会是Model 3的一半,这或是特斯拉杀入A级市场,加速迈入“千万俱乐部”的助推剂。在特斯拉“宏图计划第三篇章”中,马斯克对这款车的总销量规划是恐怖的4200万台。而Model Q的价格定位,也来到比亚迪优势最明显的腹地,与秦系列、海豚、宋系列直接竞争。国泰君安证券指出,“这将是特斯拉在未来十年生产数千万辆平价电动汽车、实现盈利计划的关键所在”。可谓是“Game Changer”的又一张王牌,进一步坐实特斯拉“成本杀手”的名号。不止于此,在决胜“千万”的路上,马斯克还有另一个杀手锏--智驾,这是特斯拉接下来在需求端抢收的铺垫。8月底,马斯克在推特上直播FSD V12版本的试驾,开源证券分析师任浪判断,该系统版本已经基本实现了准L4级别的智驾体验。他认为当智驾迈入L4级后,就将迎来主流消费群体将高频使用,并提升在购车因素的优先级。在此背景下,特斯拉自研了5年的Dojo超算平台迎来投产,为FSD按下加速进化按钮。根据特斯拉公布的Dojo训练结果,其可将FSD此前一个月的训练时间压缩至一周。因此,在政策以及FSD革新迭代的驱动下,电动车行业的下一个爆发时刻即将到来。开源证券指出,特斯拉FSD V12的智驾能力目前领先小鹏、华为等头部玩家1.5年左右。在规模和供应链把控上,特斯拉和比亚迪这两家巨头的比拼仍在继续。MarkLines近期公布的数据显示,上半年,比亚迪以全球125万台的销量首度闯入世界车企TOP10,而特斯则以88万台排在第15名。但与特斯拉100%纯电不同的是,比亚迪的成绩,是纯电+增程等混动车型相加,其中纯电车型占比49.1%。或许到明后年,随着制造成本的下降、研发效率的攀升,以及FSD加持,以Model Q打头的特斯拉车队将重塑头部车企的竞争格局。500万台车,只是新能源巨头角逐的上半场,行业依旧风谲云诡,伴随格局的加速固化,谁能成为下半场千万级的大赢家,或许就将稳坐铁王座了。不过现在,马斯克和王传福都不能掉以轻心。","news_type":1},"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384087140,"gmtCreate":1613587646080,"gmtModify":1613587646080,"author":{"id":"3553041171025952","authorId":"3553041171025952","name":"TSIENYI","avatar":"https://static.tigerbbs.com/8f81a3f874b8f5f3436e56dec3a90807","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这么小的地方也能叫火箭配送","listText":"这么小的地方也能叫火箭配送","text":"这么小的地方也能叫火箭配送","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384087140","repostId":"2112833765","repostType":2,"isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}