陆望北的个人主页 - 老虎社区

陆望北

陆望北

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2020-12-28

$理想汽车(LI)$25见，告辞

2020-12-30

$小米集团-W(01810)$年前有可能突破35吗？$农夫山泉(09633)$最近涨的有点多

2021-01-08

$小米集团-W(01810)$就跟以前一样，26掉到19，17掉到12，现在36掉到哪里呢？25-27？

2020-12-15

$理想汽车(LI)$$蔚来(NIO)$蔚来增发绿了，马上要转红，理想啥也没干跌的比增发的蔚来还多，涨两块钱就清仓

2020-12-28

$理想汽车(LI)$再次卖出1/2，剩下的除非股价翻倍，否则不可能回本了。祝各位发财。

2020-12-22

$辉瑞(PFE)$位置差不多了，该回调上涨了。

2020-12-28

$理想汽车(LI)$上周最后两天下挫13%，一个月都不一定能涨回来，持仓50天了

2021-01-14

$Snap Inc(SNAP)$睡一觉醒来，期权从盈利亏了36% ceo别乱说话了好吗

2021-01-06

[捂脸] 不能碰涡轮了，比期权波动大，手续费也比期权贵，今天吃了个-45 把近期盈利全吐出去了，昨天美股赚的开心今天小米亏的糟心

小米跌幅扩大至6%，此前遭瑞银下调目标价至22港元

2020-12-24

$理想汽车(LI)$理想的期权是废了

2020-12-30

$哔哩哔哩(BILI)$85的期权今天起飞了[呆住] 买了这么久小破站的年度大会员回血了

2020-12-23

蔚来是最稳的

造车新势力的2020年：资本热捧、销量暴涨、长期向好！

2021-01-05

$苹果(AAPL)$奔着125去了[捂脸]

2020-12-29

$曼格纳国际(MGA)$果然还是起飞了

2021-01-04

$辉瑞(PFE)$跌了半个多月了[笑哭]

去老虎APP查看更多动态

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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小米跌幅扩大至6%，此前遭瑞银下调目标价至22港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-01-06 11:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月6日，<a href=\"https://laohu8.com/S/01810\">小米集团</a>跌幅持续扩大，截止发稿跌超6.5%，股价暂报33港元，此前遭瑞银下调目标价至22港元。</p><p><img src=\"https://static.tigerbbs.com/4ccc9127a3b07fc10cb773f4fe9454b3\" tg-width=\"840\" 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href=\"https://laohu8.com/S/01810\">小米集团</a>跌幅持续扩大，截止发稿跌超6.5%，股价暂报33港元，此前遭瑞银下调目标价至22港元。</p><p><img src=\"https://static.tigerbbs.com/4ccc9127a3b07fc10cb773f4fe9454b3\" tg-width=\"840\" tg-height=\"470\"></p><p>瑞银发表的研究报告指，小米集团股价去年升208%，跑赢MSCI中国IT指数132个百分点，认为股份2021/22年预测市盈率达42倍及33倍，已反映受惠互联网服务复苏带来的盈利上行。该行估计小米于今年将恢复中国地区的月活跃用户增长，不过仍有多项不利因素需留意，一方面是中国手游经济正远离应用商店营运商，另一方面是中国金融科技监管，以及公司在欧洲的月活跃用户扩张等。该行对公司的互联网服务收入预测显着低于市场预期，加上估计投资者仅愿意以30倍市盈率投资于公司的业务增长，将评级由中性降至沽售，目标价由23港元降至22港元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139717291","content_text":"1月6日，小米集团跌幅持续扩大，截止发稿跌超6.5%，股价暂报33港元，此前遭瑞银下调目标价至22港元。瑞银发表的研究报告指，小米集团股价去年升208%，跑赢MSCI中国IT指数132个百分点，认为股份2021/22年预测市盈率达42倍及33倍，已反映受惠互联网服务复苏带来的盈利上行。该行估计小米于今年将恢复中国地区的月活跃用户增长，不过仍有多项不利因素需留意，一方面是中国手游经济正远离应用商店营运商，另一方面是中国金融科技监管，以及公司在欧洲的月活跃用户扩张等。该行对公司的互联网服务收入预测显着低于市场预期，加上估计投资者仅愿意以30倍市盈率投资于公司的业务增长，将评级由中性降至沽售，目标价由23港元降至22港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339149141,"gmtCreate":1608804169483,"gmtModify":1703736855807,"author":{"id":"3554792224858343","authorId":"3554792224858343","name":"陆望北","avatar":"https://static.tigerbbs.com/e68f2a5bb6c14f402bf0ab3b39a64d66","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554792224858343","authorIdStr":"3554792224858343"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>理想的期权是废了","text":"$理想汽车(LI)$理想的期权是废了","images":[{"img":"https://static.tigerbbs.com/49b97a2a951d907f6064766b9d76df6f","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/339149141","isVote":1,"tweetType":1,"viewCount":1260,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563240914446023","authorId":"3563240914446023","name":"理想专业户","avatar":"https://static.tigerbbs.com/0b277e4479101dacbafc8dc12cd9570e","crmLevel":8,"crmLevelSwitch":0,"idStr":"3563240914446023","authorIdStr":"3563240914446023"},"content":"猜猜谁的能废[冷漠][可爱]","text":"猜猜谁的能废[冷漠][可爱]","html":"猜猜谁的能废[冷漠][可爱]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":333575484,"gmtCreate":1609328271748,"gmtModify":1703738813053,"author":{"id":"3554792224858343","authorId":"3554792224858343","name":"陆望北","avatar":"https://static.tigerbbs.com/e68f2a5bb6c14f402bf0ab3b39a64d66","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554792224858343","authorIdStr":"3554792224858343"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>85的期权今天起飞了[呆住]&nbsp;买了这么久小破站的年度大会员回血了","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>85的期权今天起飞了[呆住]&nbsp;买了这么久小破站的年度大会员回血了","text":"$哔哩哔哩(BILI)$85的期权今天起飞了[呆住] 买了这么久小破站的年度大会员回血了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333575484","isVote":1,"tweetType":1,"viewCount":1360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339937797,"gmtCreate":1608735554019,"gmtModify":1703736504518,"author":{"id":"3554792224858343","authorId":"3554792224858343","name":"陆望北","avatar":"https://static.tigerbbs.com/e68f2a5bb6c14f402bf0ab3b39a64d66","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554792224858343","authorIdStr":"3554792224858343"},"themes":[],"htmlText":"蔚来是最稳的","listText":"蔚来是最稳的","text":"蔚来是最稳的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339937797","repostId":"1166159601","repostType":2,"repost":{"id":"1166159601","pubTimestamp":1608719642,"share":"https://www.laohu8.com/m/news/1166159601?lang=&edition=full","pubTime":"2020-12-23 18:34","market":"us","language":"zh","title":"造车新势力的2020年：资本热捧、销量暴涨、长期向好！","url":"https://stock-news.laohu8.com/highlight/detail?id=1166159601","media":"电车资源","summary":"2020年，造车新势力们迎来了“转运年”。\n一方面，拜腾、博郡、赛麟、前途、长江等相继爆雷。另一方面，造车新势力“四小龙”好事连连：蔚来获得国资百亿“救急”;理想、小鹏相继赴美上市;威马融资100亿元","content":"<p>2020年，造车新势力们迎来了“转运年”。</p>\n<p>一方面，拜腾、博郡、赛麟、前途、长江等相继爆雷。另一方面，造车新势力“四小龙”好事连连：<a href=\"https://laohu8.com/S/NIO\">蔚来</a>获得国资百亿“救急”;理想、小鹏相继赴美上市;威马融资100亿元即将登陆科创板。</p>\n<p>目前，造车新势力“四小龙”，以及<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>形成的“一超四强”的新格局在大洗牌中已逐渐成型。</p>\n<p><b>资本的宠儿</b></p>\n<p>年初因遭受公共卫生事件等影响，业内有不少声音唱衰造车新势力。但戏剧性的是，造车新势力偏偏不走寻常路，2020年展现出了顽强的生命力，受到了投资者的“热捧”。最大的反转戏在<a href=\"https://laohu8.com/S/NIO\">蔚来</a>身上。</p>\n<p>回顾2019年，蔚来负面缠身，遭遇了ES8自燃、电池召回、股价暴跌、大幅裁员、全年净亏损113亿元等连环暴击，现金余额仅剩10.56亿元。李斌甚至在2019年第四季度的财报电话会上坦承：公司的现金流已撑不过12个月。</p>\n<p>直到2020年，苦苦求生的蔚来终于迎来了转机，在融资方面连续取得积极进展。蔚来先是完成4.35亿美元的可转债融资，而后获得合肥国资70亿投资，并获得6家大行综合授信共104亿元;6月、9月蔚来又先后增发ADS，分别募资4.28亿美元、17.3亿美元;12月，蔚来再次增发ADS，募资26.91亿美元。</p>\n<p>谁都不会想到，李斌曾被调侃“2019年最惨的人”，2020年却风光无限，股价疯涨。最疯狂的一天，截至11月25日当天收盘，蔚来成为全球市值第四的车企，同时坐上中国车企市值第一的宝座。</p>\n<p>与蔚来一样惊艳四方的还有小鹏和理想，小鹏最高市值达到519.4亿美元，理想最高达365亿美元的市值;而威马即将在2021年初成为登陆科创板的第一家新能源车企业，目前正在接受上市辅导。</p>\n<p>12月初蔚来、小鹏、理想三家头部新造车企业的股价便全线下滑，过山车般的大起大落，让人始料不及。</p>\n<p>不过，尽管资本起伏不定，但也能说明投资者对造车新势力的发展前景是相对看好的，同时产品也受到了消费者认可，只是造车之路绝对不会一帆风顺。</p>\n<p>“一超四强”新格局</p>\n<p>随着市场竞争的加剧，造车新势力中以<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、蔚来、理想、小鹏、威马形成的“一超四强”的格局也愈发明显。</p>\n<p><img src=\"https://static.tigerbbs.com/125f10ffb110447bdd46ca1bfd2a54cf\" tg-width=\"562\" tg-height=\"440\"></p>\n<p>据官方发布的数据显示，整体情况还是比较乐观的，造车“四小龙”销量加起来已超过特斯拉。</p>\n<p>蔚来今年前11个月累计交付36721辆，同比上涨111.1%。旗下仅有理想ONE一款车型的<a href=\"https://laohu8.com/S/LI\">理想汽车</a>累计交付26498辆;小鹏累计交付21341台，同比增长87%;而威马累计交付19688辆。</p>\n<p><img src=\"https://static.tigerbbs.com/f2de143d3161ca5939eabe824dd02a0e\" tg-width=\"568\" tg-height=\"449\"></p>\n<p>以目前公布的销售数据来看，蔚来、理想、小鹏、威马等多家新造车势力的销量创下新纪录，上涨势头喜人。尤其是第三季度开始，造车新势力销量增长令人瞩目，蔚来连续4个月创品牌单月交付数新高;<a href=\"https://laohu8.com/S/LI\">理想汽车</a>销量稳步攀升，连续5个月环比上涨;小鹏P7也创下造车新势力品牌单车交付破万辆的最快纪录;而威马也不甘落后，连续两个月突破3000辆大关。</p>\n<p>第三季度财报显示，蔚来、小鹏、理想终于跨过毛利率转正这道坎，蔚来、小鹏、理想的毛利率分别为14.5%、4.6%、19.8%。</p>\n<p>其中理想的成本控制最为理想，其毛利率除了领先蔚来、小鹏，更是直逼特斯拉的23.5%。蔚来的销售及管理费用也有所下降，而小鹏毛利率虽然较低，但也正式迈入了转正大军。这就意味着造车头部玩家距离实现最终盈利的梦想又前进了一步。</p>\n<p><img src=\"https://static.tigerbbs.com/ff0577546eeebe0a973d789d3570911f\" tg-width=\"432\" tg-height=\"511\"></p>\n<p>来源：乘联会数据</p>\n<p>从现金流、销量、毛利率等方面看来无疑都是利好信息，但从国内整体排名来看，入围销量榜单前十阵营的只有蔚来一家企业。目前造车新势力的市场份额与传统车企相比还有很大的差距。</p>\n<p>造车新势力的成长是不能孤立出来看的，造车新势力在进步，传统巨头们也在成长。对于新造车企而言，在资金、技术、品牌、人才培养等方面并不具备传统车企新能源汽车品牌多年累积的优势，压力更大。</p>\n<p>淘汰赛加速</p>\n<p>目前，造车新势力两极分化趋势已经日益明显，强者愈强，而不能在此期间站稳脚跟并拓展优势的企业，陆续被市场淘汰出局。</p>\n<p>此前，赛麟汽车上海分公司全部资产被查封。无独有偶，博郡位于上海闵行区的办公地点被查封;同日，拜腾中国全面进入停工停产阶段......不少新造车企相继“凉凉”，几乎是不争的事实。</p>\n<p>今年前11月乘用车数据显示，造车新势力中蔚来、理想、小鹏、威马、合众、零跑前6家企业排名靠前。此外，国机智骏、云度累计销量在3000辆左右;爱驰、金康2家销量近2000辆，新特销量只有两位数;而长江、国金、天际、奇点、敏安等车企在销量榜单中已经远离大众视野。</p>\n<p>在全球环保排放趋严，电动化趋势不可逆的大背景下，造车新势力无疑还是站在风口上的。不过，并不是所有风口上的“猪”都能成功起飞，有稳定的资金链、具备造血能力，以及赢得消费者认可才是企业活下去的根本保障。那些“未能长出翅膀的猪”只能被淹没在时代的洪流里了。</p>\n<p>机遇与挑战并存</p>\n<p>如今，“软件定义汽车”已经逐渐变成业界共识。从造车新势力的头部企业来看，每家企业都有各自的优势。</p>\n<p>蔚来侧重充换电的研发，在营销上对标特斯拉。理想主打“增程式”技术路线，意在消除用户的续航焦虑;而<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>正专注于自动驾驶技术，面向家用市场。</p>\n<p>另外，造车新势力与传统车企有一个很明显的差异，造车新势力更注重用户的黏性。类似“<a href=\"https://laohu8.com/S/06862\">海底捞</a>式服务”已成为蔚来手里的一张王牌，蔚来还建设自己的社群，用来加强与用户的联系。小鹏也推出超充免费加电计划，提升用户体验。</p>\n<p>汽车质量也是绝对不能忽视的。在这场“追风口”的战役中，造车新势力还存在诸多的问题。例如今年以来，理想ONE发生了6起“断轴”事件。而后，11月7日，理想宣布召回2020年6月1日之前出厂的10469辆理想ONE汽车，CEO李想公开承认理想ONE底盘悬挂下摆臂存在设计缺陷。</p>\n<p>总而言之，造车新势力的前景是向好的，但存在的问题也不少，这关系到他们的生存问题。2020年，已成为造车新势力发展史中的重要分水岭。至于谁最终能扭亏为盈，实现盈利，一切还是个未知数。</p>","source":"lsy1607008172710","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>造车新势力的2020年：资本热捧、销量暴涨、长期向好！</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造车新势力的2020年：资本热捧、销量暴涨、长期向好！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-23 18:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/382889.html><strong>电车资源</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2020年，造车新势力们迎来了“转运年”。\n一方面，拜腾、博郡、赛麟、前途、长江等相继爆雷。另一方面，造车新势力“四小龙”好事连连：蔚来获得国资百亿“救急”;理想、小鹏相继赴美上市;威马融资100亿元即将登陆科创板。\n目前，造车新势力“四小龙”，以及特斯拉形成的“一超四强”的新格局在大洗牌中已逐渐成型。\n资本的宠儿\n年初因遭受公共卫生事件等影响，业内有不少声音唱衰造车新势力。但戏剧性的是，造车新...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/382889.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d949b9e714b2fb6c7725eb2a79c5ac73","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏汽车","LI":"理想汽车"},"source_url":"https://www.zhitongcaijing.com/content/detail/382889.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166159601","content_text":"2020年，造车新势力们迎来了“转运年”。\n一方面，拜腾、博郡、赛麟、前途、长江等相继爆雷。另一方面，造车新势力“四小龙”好事连连：蔚来获得国资百亿“救急”;理想、小鹏相继赴美上市;威马融资100亿元即将登陆科创板。\n目前，造车新势力“四小龙”，以及特斯拉形成的“一超四强”的新格局在大洗牌中已逐渐成型。\n资本的宠儿\n年初因遭受公共卫生事件等影响，业内有不少声音唱衰造车新势力。但戏剧性的是，造车新势力偏偏不走寻常路，2020年展现出了顽强的生命力，受到了投资者的“热捧”。最大的反转戏在蔚来身上。\n回顾2019年，蔚来负面缠身，遭遇了ES8自燃、电池召回、股价暴跌、大幅裁员、全年净亏损113亿元等连环暴击，现金余额仅剩10.56亿元。李斌甚至在2019年第四季度的财报电话会上坦承：公司的现金流已撑不过12个月。\n直到2020年，苦苦求生的蔚来终于迎来了转机，在融资方面连续取得积极进展。蔚来先是完成4.35亿美元的可转债融资，而后获得合肥国资70亿投资，并获得6家大行综合授信共104亿元;6月、9月蔚来又先后增发ADS，分别募资4.28亿美元、17.3亿美元;12月，蔚来再次增发ADS，募资26.91亿美元。\n谁都不会想到，李斌曾被调侃“2019年最惨的人”，2020年却风光无限，股价疯涨。最疯狂的一天，截至11月25日当天收盘，蔚来成为全球市值第四的车企，同时坐上中国车企市值第一的宝座。\n与蔚来一样惊艳四方的还有小鹏和理想，小鹏最高市值达到519.4亿美元，理想最高达365亿美元的市值;而威马即将在2021年初成为登陆科创板的第一家新能源车企业，目前正在接受上市辅导。\n12月初蔚来、小鹏、理想三家头部新造车企业的股价便全线下滑，过山车般的大起大落，让人始料不及。\n不过，尽管资本起伏不定，但也能说明投资者对造车新势力的发展前景是相对看好的，同时产品也受到了消费者认可，只是造车之路绝对不会一帆风顺。\n“一超四强”新格局\n随着市场竞争的加剧，造车新势力中以特斯拉、蔚来、理想、小鹏、威马形成的“一超四强”的格局也愈发明显。\n\n据官方发布的数据显示，整体情况还是比较乐观的，造车“四小龙”销量加起来已超过特斯拉。\n蔚来今年前11个月累计交付36721辆，同比上涨111.1%。旗下仅有理想ONE一款车型的理想汽车累计交付26498辆;小鹏累计交付21341台，同比增长87%;而威马累计交付19688辆。\n\n以目前公布的销售数据来看，蔚来、理想、小鹏、威马等多家新造车势力的销量创下新纪录，上涨势头喜人。尤其是第三季度开始，造车新势力销量增长令人瞩目，蔚来连续4个月创品牌单月交付数新高;理想汽车销量稳步攀升，连续5个月环比上涨;小鹏P7也创下造车新势力品牌单车交付破万辆的最快纪录;而威马也不甘落后，连续两个月突破3000辆大关。\n第三季度财报显示，蔚来、小鹏、理想终于跨过毛利率转正这道坎，蔚来、小鹏、理想的毛利率分别为14.5%、4.6%、19.8%。\n其中理想的成本控制最为理想，其毛利率除了领先蔚来、小鹏，更是直逼特斯拉的23.5%。蔚来的销售及管理费用也有所下降，而小鹏毛利率虽然较低，但也正式迈入了转正大军。这就意味着造车头部玩家距离实现最终盈利的梦想又前进了一步。\n\n来源：乘联会数据\n从现金流、销量、毛利率等方面看来无疑都是利好信息，但从国内整体排名来看，入围销量榜单前十阵营的只有蔚来一家企业。目前造车新势力的市场份额与传统车企相比还有很大的差距。\n造车新势力的成长是不能孤立出来看的，造车新势力在进步，传统巨头们也在成长。对于新造车企而言，在资金、技术、品牌、人才培养等方面并不具备传统车企新能源汽车品牌多年累积的优势，压力更大。\n淘汰赛加速\n目前，造车新势力两极分化趋势已经日益明显，强者愈强，而不能在此期间站稳脚跟并拓展优势的企业，陆续被市场淘汰出局。\n此前，赛麟汽车上海分公司全部资产被查封。无独有偶，博郡位于上海闵行区的办公地点被查封;同日，拜腾中国全面进入停工停产阶段......不少新造车企相继“凉凉”，几乎是不争的事实。\n今年前11月乘用车数据显示，造车新势力中蔚来、理想、小鹏、威马、合众、零跑前6家企业排名靠前。此外，国机智骏、云度累计销量在3000辆左右;爱驰、金康2家销量近2000辆，新特销量只有两位数;而长江、国金、天际、奇点、敏安等车企在销量榜单中已经远离大众视野。\n在全球环保排放趋严，电动化趋势不可逆的大背景下，造车新势力无疑还是站在风口上的。不过，并不是所有风口上的“猪”都能成功起飞，有稳定的资金链、具备造血能力，以及赢得消费者认可才是企业活下去的根本保障。那些“未能长出翅膀的猪”只能被淹没在时代的洪流里了。\n机遇与挑战并存\n如今，“软件定义汽车”已经逐渐变成业界共识。从造车新势力的头部企业来看，每家企业都有各自的优势。\n蔚来侧重充换电的研发，在营销上对标特斯拉。理想主打“增程式”技术路线，意在消除用户的续航焦虑;而小鹏汽车正专注于自动驾驶技术，面向家用市场。\n另外，造车新势力与传统车企有一个很明显的差异，造车新势力更注重用户的黏性。类似“海底捞式服务”已成为蔚来手里的一张王牌，蔚来还建设自己的社群，用来加强与用户的联系。小鹏也推出超充免费加电计划，提升用户体验。\n汽车质量也是绝对不能忽视的。在这场“追风口”的战役中，造车新势力还存在诸多的问题。例如今年以来，理想ONE发生了6起“断轴”事件。而后，11月7日，理想宣布召回2020年6月1日之前出厂的10469辆理想ONE汽车，CEO李想公开承认理想ONE底盘悬挂下摆臂存在设计缺陷。\n总而言之，造车新势力的前景是向好的，但存在的问题也不少，这关系到他们的生存问题。2020年，已成为造车新势力发展史中的重要分水岭。至于谁最终能扭亏为盈，实现盈利，一切还是个未知数。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338199787,"gmtCreate":1609846943249,"gmtModify":1703740829686,"author":{"id":"3554792224858343","authorId":"3554792224858343","name":"陆望北","avatar":"https://static.tigerbbs.com/e68f2a5bb6c14f402bf0ab3b39a64d66","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554792224858343","authorIdStr":"3554792224858343"},"themes":[],"htmlText":"<a 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