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规来
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你牛逼！
规来
2023-09-21
说销量最小是眼睛长在屁股上吧
蔚来一年烧钱超200亿，还发布手机 被批糟蹋投资人的钱不心疼
规来
2023-07-28
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18:51","market":"hk","language":"zh","title":"蔚来一年烧钱超200亿，还发布手机 被批糟蹋投资人的钱不心疼","url":"https://stock-news.laohu8.com/highlight/detail?id=2369717001","media":"雷递网","summary":"蔚来今日举办发布会，蔚来手机NIOPhone正式亮相。蔚来汽车创始人、CEO李斌在现场表示，蔚来手机业务团队目前600人左右。","content":"<html><body><p><img image_type=\"1\" img_=\"\" mime_type=\"image/jpeg\" src=\"https://static.tigerbbs.com/fdef8f62d3100bde26714a67c008e5af\" web_uri=\"tos-cn-i-6w9my0ksvp/2c6afa617504456da5871a76378c7793\"/></p><p><span><span><span>雷递网 雷建平 9月21日</span></span></span></p><p><span><span><a href=\"https://laohu8.com/S/NIO\">蔚来</a>今日举办发布会，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>手机NIOPhone正式亮相。蔚来汽车创始人、CEO李斌在现场表示，蔚来手机业务团队目前600人左右。</span></span></p><p><img image_type=\"1\" img_=\"\" mime_type=\"image/jpeg\" src=\"https://static.tigerbbs.com/84d5298b1100b541f829be4394ef0ec7\" web_uri=\"tos-cn-i-6w9my0ksvp/b69693b6b0184b89b7130a236a31ee19\"/></p><p><span><span>据介绍，NIOPhone有三个版本，其中12GB+512GB价格为6499元，旗舰版价格为6899万元，EPedition价格为16GB+1TB，价格为7499万元。</span></span></p><p><img image_type=\"1\" img_=\"\" mime_type=\"image/jpeg\" src=\"https://static.tigerbbs.com/7147702de32277ffc60d911cb97b20e8\" web_uri=\"tos-cn-i-6w9my0ksvp/1526f96317f242d0a0a2afc5e48b0e1f\"/></p><p><span><span>李斌说，这个定价是很合适的，目前的销售情况也超过预期。</span></span></p><p><span><span><span>切入手机市场，并非明智之举</span></span></span></p><p><img image_type=\"1\" img_=\"\" mime_type=\"image/jpeg\" src=\"https://static.tigerbbs.com/0d395caa66c74bffb255fc2550c1f599\" web_uri=\"tos-cn-i-6w9my0ksvp/5502f6e88d0f43eb938602740651b03b\"/></p><p><span><span>今日发布会上，蔚来还发布了首款自研芯片激光雷达主控芯片“杨戬”10月量产。官方称，“杨戬”芯片是蔚来智能硬件团队发布的第一颗自研芯片，8核64位处理器，配备了8个9bit的AD模数采样，每通道采样频率高达1GHz，可高效捕获激光回波信号。</span></span></p><p><img image_type=\"1\" img_=\"\" mime_type=\"image/jpeg\" src=\"https://static.tigerbbs.com/18f41633b484010b5aa5ddb58d61bede\" web_uri=\"tos-cn-i-6w9my0ksvp/5289dcb2a66c42a69585ce1f8f323815\"/></p><p><span><span>虽然蔚来发布了一系列的技术和产品，不过，很多人对蔚来这一做法并不看好，原因是，蔚来并未把全部身心投入到造车中，而是在自身亏损严重的情况下，还投入到了手机这样竞争早已饱和的行业。</span></span></p><p><span><span>国际数据公司（IDC）报告显示，2023年上半年，中国智能手机市场出货量约1.3亿台，同比下降7.4%；整个市场被<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、OPP、vivo、荣耀、小米等公司所占据，现在华为手机也横空出世，这种背景下，蔚来切入手机这一块红海市场，并非明智之举。</span></span></p><p><span><span>李斌说，“今天安卓系统的生态，因为各种原因，互联网收入都是非常重要的一个收入来源。但这件事情肯定要占用更多手机资源、系统资源，我们没有这样的包袱，我们团队没有用广告挣钱的念想。”</span></span></p><p><span><span>对于蔚来做手机不务正业的说法，李斌也不介意，称“长久以来，外界一直在质疑蔚来做手机的事情，有善意的也有恶意的，对此我想表达的是，不是因为手机公司都在造车，也不是蔚来造车不赚钱要用手机盈利，而是蔚来用户需要一款能够让蔚来汽车更好用的产品。”</span></span></p><p><span><span>不过，市场上也并不需要蔚来手机这样一个新品牌，实际上，苹果等手机也可以通过手机软件等方式，实现不用车钥匙，就能开车。</span></span></p><p><span><span><span>一年烧钱超200亿 对资金很“饥渴”</span></span></span></p><p><span><span>最关键的问题是，蔚来自身业务做得并不好。财报显示，蔚来2023年第二季度总营收87.717亿元（约12.097亿美元），较上年同期下降14.8%。</span></span></p><p><span><span>蔚来第二季度净亏损60.558亿元（约8.351亿美元），调整后的净亏损为54.457亿元（约7.510亿美元）。</span></span></p><p><span><span>而蔚来2023年上半年净亏损为107.953亿元（14.887亿美元），而过去一年的时间，蔚来烧钱超过200亿元。</span></span></p><p><img image_type=\"1\" img_=\"\" mime_type=\"image/jpeg\" src=\"https://static.tigerbbs.com/2f94129057013b4001f6999f6eddeb2d\" web_uri=\"tos-cn-i-6w9my0ksvp/b85f17d9e95445ca9df8ffb26e8647aa\"/></p><p><span><span>截至2023年6月30日，蔚来录得现金及现金等价物、受限制现金（包括非流动受限制现金）及短期投资合计为296亿元（41亿美元）。</span></span></p><p><span><span>如果蔚来保持这样的烧钱势头，仅仅一年后，公司的现金及现金等价物就会明显不够用。这个时候，蔚来完全应该砍掉烧钱的业务，去做大现金流，而不是在烧钱的业务上持续加大投入。</span></span></p><p><span><span>当前的蔚来对资金很“饥渴”。2023年6月，蔚来刚与中东资本达成合作，投资者投入现金总额7.385亿美元，以按每股股份购买价8.72美元认购84,695,543股公司新发行A类普通股。</span></span></p><p><span><span>近期，蔚来又宣布拟发行本金总额5亿美元于2029年到期的可转换优先债券（2029年债券）及本金总额5亿美元于2030年到期的可转换优先债券（2030年债券，连同2029年债券，统称为债券）。</span></span></p><p><span><span>受发售可转债消息的影响，蔚来昨日美股大跌17%；收盘价8.55美元，市值152.07亿美元。蔚来港股大跌11.86%。</span></span></p><p><span><span>一位投资行业人士指出，蔚来真是在作死的路上越走越远。造车新势力里面亏损最多，销量最小，还不专注做好车买好车，一意孤行换电站，还要做手机，真是糟蹋投资人的钱不心疼。</span></span></p><p><span><span>———————————————</span></span></p><p><span><span>雷递由媒体人雷建平创办，若转载请写明来源。</span></span></p></body></html>","source":"leinews_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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蔚来一年烧钱超200亿，还发布手机 被批糟蹋投资人的钱不心疼\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-21 18:51 北京时间 <a href=https://www.leinews.com/n24636/detail.html><strong>雷递网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷递网 雷建平 9月21日蔚来今日举办发布会，蔚来手机NIOPhone正式亮相。蔚来汽车创始人、CEO李斌在现场表示，蔚来手机业务团队目前600人左右。据介绍，NIOPhone有三个版本，其中12GB+512GB价格为6499元，旗舰版价格为6899万元，EPedition价格为16GB+1TB，价格为7499万元。李斌说，这个定价是很合适的，目前的销售情况也超过预期。切入手机市场，并非明智之举...</p>\n\n<a href=\"https://www.leinews.com/n24636/detail.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://leidinews-1256465536.cos.ap-chengdu.myqcloud.com/u_News/20230921/6383091908941046299653262.jpg","relate_stocks":{"BK4505":"高瓴资本持仓","BK4581":"高盛持仓","09866":"蔚来-SW","BK4504":"桥水持仓","BK4099":"汽车制造商","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4548":"巴美列捷福持仓","NIO":"蔚来","BK4532":"文艺复兴科技持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","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","BK4509":"腾讯概念","BK1588":"回港中概股","NIO.SI":"蔚来","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4526":"热门中概股","BK4588":"碎股","LU0052750758.USD":"富兰克林中国基金A Acc","BK1119":"汽车制造商","BK4574":"无人驾驶"},"source_url":"https://www.leinews.com/n24636/detail.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2369717001","content_text":"雷递网 雷建平 9月21日蔚来今日举办发布会，蔚来手机NIOPhone正式亮相。蔚来汽车创始人、CEO李斌在现场表示，蔚来手机业务团队目前600人左右。据介绍，NIOPhone有三个版本，其中12GB+512GB价格为6499元，旗舰版价格为6899万元，EPedition价格为16GB+1TB，价格为7499万元。李斌说，这个定价是很合适的，目前的销售情况也超过预期。切入手机市场，并非明智之举今日发布会上，蔚来还发布了首款自研芯片激光雷达主控芯片“杨戬”10月量产。官方称，“杨戬”芯片是蔚来智能硬件团队发布的第一颗自研芯片，8核64位处理器，配备了8个9bit的AD模数采样，每通道采样频率高达1GHz，可高效捕获激光回波信号。虽然蔚来发布了一系列的技术和产品，不过，很多人对蔚来这一做法并不看好，原因是，蔚来并未把全部身心投入到造车中，而是在自身亏损严重的情况下，还投入到了手机这样竞争早已饱和的行业。国际数据公司（IDC）报告显示，2023年上半年，中国智能手机市场出货量约1.3亿台，同比下降7.4%；整个市场被苹果、OPP、vivo、荣耀、小米等公司所占据，现在华为手机也横空出世，这种背景下，蔚来切入手机这一块红海市场，并非明智之举。李斌说，“今天安卓系统的生态，因为各种原因，互联网收入都是非常重要的一个收入来源。但这件事情肯定要占用更多手机资源、系统资源，我们没有这样的包袱，我们团队没有用广告挣钱的念想。”对于蔚来做手机不务正业的说法，李斌也不介意，称“长久以来，外界一直在质疑蔚来做手机的事情，有善意的也有恶意的，对此我想表达的是，不是因为手机公司都在造车，也不是蔚来造车不赚钱要用手机盈利，而是蔚来用户需要一款能够让蔚来汽车更好用的产品。”不过，市场上也并不需要蔚来手机这样一个新品牌，实际上，苹果等手机也可以通过手机软件等方式，实现不用车钥匙，就能开车。一年烧钱超200亿 对资金很“饥渴”最关键的问题是，蔚来自身业务做得并不好。财报显示，蔚来2023年第二季度总营收87.717亿元（约12.097亿美元），较上年同期下降14.8%。蔚来第二季度净亏损60.558亿元（约8.351亿美元），调整后的净亏损为54.457亿元（约7.510亿美元）。而蔚来2023年上半年净亏损为107.953亿元（14.887亿美元），而过去一年的时间，蔚来烧钱超过200亿元。截至2023年6月30日，蔚来录得现金及现金等价物、受限制现金（包括非流动受限制现金）及短期投资合计为296亿元（41亿美元）。如果蔚来保持这样的烧钱势头，仅仅一年后，公司的现金及现金等价物就会明显不够用。这个时候，蔚来完全应该砍掉烧钱的业务，去做大现金流，而不是在烧钱的业务上持续加大投入。当前的蔚来对资金很“饥渴”。2023年6月，蔚来刚与中东资本达成合作，投资者投入现金总额7.385亿美元，以按每股股份购买价8.72美元认购84,695,543股公司新发行A类普通股。近期，蔚来又宣布拟发行本金总额5亿美元于2029年到期的可转换优先债券（2029年债券）及本金总额5亿美元于2030年到期的可转换优先债券（2030年债券，连同2029年债券，统称为债券）。受发售可转债消息的影响，蔚来昨日美股大跌17%；收盘价8.55美元，市值152.07亿美元。蔚来港股大跌11.86%。一位投资行业人士指出，蔚来真是在作死的路上越走越远。造车新势力里面亏损最多，销量最小，还不专注做好车买好车，一意孤行换电站，还要做手机，真是糟蹋投资人的钱不心疼。———————————————雷递由媒体人雷建平创办，若转载请写明来源。","news_type":1},"isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202588437451008,"gmtCreate":1690498650696,"gmtModify":1690505921256,"author":{"id":"3554315683454397","authorId":"3554315683454397","name":"规来","avatar":"https://static.tigerbbs.com/d01f5acaeb50f17d84e6df94d10f3bb9","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3554315683454397","idStr":"3554315683454397"},"themes":[],"htmlText":"财报超预期无脑冲就完了！","listText":"财报超预期无脑冲就完了！","text":"财报超预期无脑冲就完了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202588437451008","isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":351425163264120,"gmtCreate":1726827661403,"gmtModify":1726827964879,"author":{"id":"3554315683454397","authorId":"3554315683454397","name":"规来","avatar":"https://static.tigerbbs.com/d01f5acaeb50f17d84e6df94d10f3bb9","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554315683454397","authorIdStr":"3554315683454397"},"themes":[],"htmlText":"你牛逼！","listText":"你牛逼！","text":"你牛逼！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351425163264120","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":222332002676824,"gmtCreate":1695296747468,"gmtModify":1695301922018,"author":{"id":"3554315683454397","authorId":"3554315683454397","name":"规来","avatar":"https://static.tigerbbs.com/d01f5acaeb50f17d84e6df94d10f3bb9","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554315683454397","authorIdStr":"3554315683454397"},"themes":[],"htmlText":"说销量最小是眼睛长在屁股上吧","listText":"说销量最小是眼睛长在屁股上吧","text":"说销量最小是眼睛长在屁股上吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/222332002676824","repostId":"2369717001","repostType":2,"isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202588437451008,"gmtCreate":1690498650696,"gmtModify":1690505921256,"author":{"id":"3554315683454397","authorId":"3554315683454397","name":"规来","avatar":"https://static.tigerbbs.com/d01f5acaeb50f17d84e6df94d10f3bb9","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554315683454397","authorIdStr":"3554315683454397"},"themes":[],"htmlText":"财报超预期无脑冲就完了！","listText":"财报超预期无脑冲就完了！","text":"财报超预期无脑冲就完了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202588437451008","isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
