赢左的个人主页 - 老虎社区

赢左

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IP属地：广东

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6主题

0勋章

2021-01-15

$Palantir Technologies Inc.(PLTR)$今晚能突破么

2021-01-14

$Palantir Technologies Inc.(PLTR)$大概率还要震荡一段时间

2021-01-12

$Palantir Technologies Inc.(PLTR)$今天难道又是盘前涨盘中跌？[捂脸]

2020-12-24

$Palantir Technologies Inc.(PLTR)$继续加仓干

2020-12-22

$Palantir Technologies Inc.(PLTR)$今天能破前高么？期待[开心]

2020-12-14

$Palantir Technologies Inc.(PLTR)$大概率横盘震荡

2020-12-11

$Palantir Technologies Inc.(PLTR)$长期看好，继续持有

2020-12-09

$Palantir Technologies Inc.(PLTR)$基本站稳28了

2020-12-07

资金量少的是不是只能投机？价投感觉不太合适，期权也许能够成为一个解决办法

2020-12-04

讲到电动车，难道可以忽视比亚迪的存在？

逐梦特斯拉：国产新能源三十年进化史

2020-12-03

$Palantir Technologies Inc.(PLTR)$看好就持续持有

2020-12-01

$Palantir Technologies Inc.(PLTR)$大数据分析的前景很不错，看下香橼的空头有没有效果[得意]

2020-11-30

观望一下

大数据公司极光涨超55%！与北京联通签署5G战略合作

2020-11-30

给个机会上车

目标价为20美元！遭香橼沽空， Palantir盘中跳水

2020-11-30

蔚来的考验来了

抱歉，原内容已删除

2020-11-27

$Titan Pharmaceuticals Inc(TTNP)$这个票有没有什么消息？

2020-11-27

$Titan Pharmaceuticals Inc(TTNP)$有没有这个票的消息？

2020-11-27

$阿索尔达生物制药公司(ACOR)$这个票咋回事

2020-11-25

主要是炒的前景吧，看未来趋势

@面哥投资笔记:聊聊我对新能源汽车的看法

2020-11-25

仓位管理还是必须的

@smallnew小牛:轻仓得长利，重仓起心魔

去老虎APP查看更多动态

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18:34","market":"us","language":"zh","title":"逐梦特斯拉：国产新能源三十年进化史","url":"https://stock-news.laohu8.com/highlight/detail?id=1129581407","media":"豹变","summary":"核心提示：国产新能源汽车从0到1的过程，特斯拉一直贯穿其中，从启蒙导师，到并肩战友，再到竞争对手。马斯克如同一条鲶鱼，被放进蔚来、理想、小鹏等造车新势力的渔船上，历经狂热、混乱、绝望，再触底反弹，对特","content":"<blockquote><b>核心提示：</b>国产新能源汽车从0到1的过程，特斯拉一直贯穿其中，从启蒙导师，到并肩战友，再到竞争对手。马斯克如同一条鲶鱼，被放进蔚来、理想、小鹏等造车新势力的渔船上，历经狂热、混乱、绝望，再触底反弹，对特斯拉既爱又恨的6年里，国产新势力终于熬出头了。</blockquote><p>远在新能源汽车还是概念的1988年，一个叫叶文贵的温州商人就做起了新能源汽车梦。</p><p>通过创办几家工厂，在万元户还是财富的代名词的时代，叶文贵就积累起了千万身家。这一年，他还刚刚当选全国百名优秀农民企业家，正是风光关头。但他的兴致并不在此。</p><p>那年夏天，他在温州当时最好的华侨饭店包下一间套房，拉来许多专家技术人员，满怀希望地掀起了一场造车大计——比李书福、吴建中等造车达人都早得多。叶文贵一度看到过希望，1989年秋，他造车的第一台玻璃钢车身四轮四座电动车，一次可跑100多公里。这台样品车还在1990年获得了国家级新产品证书。</p><p>超越时代的尝试，结局自然在意料之中，前后投入1500多万元后，这位追梦人最终也没能实现量产。浙商博物馆露天摆放着的那台红色废旧车壳，也成了这段电动车狂想的遗物。</p><p>时过境迁，新能源汽车风头正劲，睥睨传统车企。</p><p>2020年3月还深陷财务危机、股价不足3美元的蔚来，市值飞涨一度逼近750亿美元，超过宝马、通用、福特、奔驰等老牌车企，直奔全球车企市值第四的宝座，而排名其后的是国内新能源的先行者比亚迪。至于新能源标杆特斯拉，其市值早已经超过了丰田、福特以及通用的总和。</p><p>燃油车的地位正在被颠覆，时代的天平已经开始倾斜。</p><p>从崇拜、效仿，再到和特斯拉同台竞争，短短6年，造车新势力们紧抓新能源汽车爆发的窗口，在这场汽车产业的百年变局中，试图赢得自己的一席之地。</p><p><b>一、萌芽</b></p><p>2000年12月24日，正值西方圣诞节的平安夜，万钢辞别工作10年之久的德国奥迪公司，坐上了回国的航班。</p><p>没有签订任何正式的工作合同，也没有受到高薪聘请，他获得的只是科技部和同济大学的一份邀请，想尝试为中国“做点有创新意义的事情”。</p><p>一年之前，万钢就曾带领留德汽车工业博士工程师代表团，回国考察过汽车工业，他判断中国汽车工业对国外的依赖非常严重。</p><p><img src=\"https://static.tigerbbs.com/8e1538f9ea56469c50aa3873ec345827\" tg-width=\"1080\" tg-height=\"722\"></p><p>作为世界最大的二氧化碳排放国和世界第二大石油消费国，中国近一半的石油需求都通过进口解决，而汽车又是耗油大户。这一时期，恰逢欧洲能源危机爆发，国际油价高涨，能源恐慌顺势蔓延到国内。</p><p>扎根汽车行业多年的万钢，看到了新能源汽车崛起的机会。</p><p>在传统汽车领域，各大跨国公司的技术已经发展到极高的水平，中国想做内燃机汽车反超，不仅费时费力，而且由于技术储备薄弱，势必还将面临知识产权的铁壁铜墙。而拿技术换市场的方法，又早在过去的经验中被证伪。</p><p>发展新能源汽车，则<b>正好能规避燃油车的核心技术壁垒，发动机、变速箱和底盘将被电池、电机、电控取代</b>。在电动车领域，中国和国外汽车豪强几乎在同一条起跑线上。为此，这一年，万钢向国务院提出建议：发展新能源汽车，<b>借此实现中国汽车产业的“弯道超车”。</b></p><p>其实，早在20世纪90年代初，国内就开始有新能源汽车相关的科研计划在执行。2001年中国还曾启动了电动车重大科技专项，以燃料电池、混合动力和纯电动为“三纵”，多能源动力总成控制、驱动电机和动力蓄电池为“三横”，形成“三纵三横”的开发格局。</p><p>然而几年过去，电动车的产业化依然遥远。</p><p>直到2007年《新能源汽车生产准入管理规则》的出台，才正式把新能源汽车划为一个独立的类别来规范生产，电动车从科研进入投产阶段。随后的2008年，科技部等四部委联合发布了\"十城千辆\"计划，计划通过财政补贴，用3年时间实现新能源汽车10%的市场份额。</p><p>补贴政策出台后，刚刚当上科技部部长的万钢带团访问旧金山，那次他特意拜访了特斯拉。</p><p>就此，特斯拉跟中国新能源汽车行业结下缘分，成为造车新势力们绕不过去的话题。</p><p><b>二、催生</b></p><p>特斯拉深陷华尔街质疑的时候，中国这边补贴的东风刮得正猛烈。2013起，中央各部委纷纷出台新能源汽车补贴新政，各个地方政府也积极响应，中央和地方1：1的补贴格局大致形成。</p><p>不同类型的新能源汽车被划分了具体的补贴标准，补贴范围和区域明显扩大。根据推算，2013到2016年期间，新能源汽车补贴总额超过3000亿元。</p><p>这种真金白银的造车热情漂洋过海，让马斯克都坐不住了。</p><p>2014年4月21日，马斯克刚刚完成了SpaceX火箭发射，就立马搭乘私人飞机赶往北京，在侨福芳草地的怡亨酒店简单冲了个澡，就开始了自己的中国行。</p><p>马斯克并非第一次来中国，但和此前去香港和上海不同，此时的他不再是那个寂寂无名的创业者，特斯拉已经成功上市，SpaceX也小有成就。</p><p>他第一个要拜访的，正是6年前的故人万钢。马斯克充分释放着自己对中国的“友善”，拜访间隙，或许是为了拉近关系、增近了解，他还尝试使用了微信。“这看起来是一个很不错的应用呢。”</p><p>马斯克不懂得含蓄，一张口就想让特斯拉进入中国时，可以获得比燃油车更优惠的关税。</p><p>他的愿望自然落空，不过此行也没有白来，很快他就又收获了一批忠实拥趸。离开科技部的第二天，在北京酒仙桥恒通商务园，马斯克参与了中国首批8位特斯拉用户的交车仪式。</p><p>“驾驶感极好，没有发动机的噪音、振动，不存在变速箱的顿挫和换挡时间，动力零延迟，平顺到完美。”汽车之家创始人李想第二天就在微博给特斯拉打起了call。</p><p>合一资本董事长许亮则直接化身马斯克人迷，“买个特斯拉还能赠送我钦佩的创业家的一次握手和交钥匙仪式，这车买的也算值了。”</p><p>对于国内的汽车从业者来讲，特斯拉的到来无异于一次精神洗礼。就在马斯克离开中国不到两月的时间，一枚深水炸弹在新能源汽车行业引爆了。特斯拉传出重磅消息，<b>宣称将对外开放所有专利。</b></p><p>特斯拉自然不是大公无私，开放专利必有其算盘。此时美国作为全球电动汽车的最大市场，其市场占比不足1%，中国就更低了，特斯拉的对手不是其他品牌的新能源汽车，还是传统的燃油车，<b>眼下的要务是拉入更多对手、做大盘子</b>。更重要的是，特斯拉还能以此定义行业规则。</p><p>但不管特斯拉葫芦里到底卖的什么药，这种突如其来的慷慨确实让很多人产生了动摇，其中就包括何小鹏。这一消息公布两个月后，他就与夏珩、何涛、杨春雷一起创立了小鹏汽车，并在2017年辞掉阿里的职位allin造车。</p><p><img src=\"https://static.tigerbbs.com/df1f66be291dfb39dbec1fdf4804dc4c\" tg-width=\"1080\" tg-height=\"718\"></p><p>另一边，李斌、李想也对这趟风口早有想法，相继创立了蔚来和理想，一个延续特斯拉“自上而下”的路子，一个选择另辟蹊径做增程式。</p><p>虽然在燃油车面前，当时的国产新能源汽车八字还没一撇，甚至随时可能会夭折，但架不住特斯拉画的这块饼实在让人垂涎，万一跑出一台“国产特斯拉”，那还不是真香？</p><p>天眼查数据显示，2014年至今，新能源汽车相关企业年度注册增速始终保持在30％以上（全部企业状态），目前已超过17万家。</p><p><b>三、混战</b></p><p>2016年3月，比亚迪南京经销商刘鹏因和比亚迪闹有经济纠纷，服药自杀未遂后在自己的办公室自缢身亡。生前他试图“鱼死网破”，向相关部门实名举报比亚迪虚假上牌、骗取补贴。</p><p>高昂的研发、材料成本一直是阻碍新能源汽车前进的障碍。不仅是中国，诸如美国、日本、德国等汽车产业强国也都先后出台过多项政策，支持电动车产业发展。</p><p>在热钱涌入、政策催熟的背景下，百余家新能源汽车相继创立，PPT一个比一个精美，融资、补贴同样源源不断流入造车新势力的口袋。</p><p>进入行业的人，并非都是看中新能源的未来，一些人是眼馋那触手可及的补贴。骗补的新闻开始见诸报端，改装、使用低标准电池、虚报续航里程等一些列造假骗补行为被曝光。</p><p>决策者逐渐意识到，<b>新能源汽车不是简单补贴就可以“弯道超车”的</b>。2016年，补贴开始小幅退坡，随后又进一步降低对客车和专用车的补贴力度。2018年，则干脆大幅提高门槛，加大对续航里程的要求，引导车企技术升级走向“两高一低”。</p><p><b>骗补致富的口子是堵上了，但对于那些真正想要跑出来的新势力来说，更难了。</b>一方面，失去补贴将直接让车企背负更重的成本压力，另一方面，电动车售价的波动也会直接影响市场需求。</p><p>补贴退坡的背后，是行业洗牌的到来。即便是处在头部阵营的蔚来、理想，在2019年也是如履薄冰。</p><p><img src=\"https://static.tigerbbs.com/507f2d521f147d0bb2029530c3ca87dd\" tg-width=\"1080\" tg-height=\"720\"></p><p>受到补贴退坡、亏损、裁员、自燃、股价暴跌等一系列因素的打击，蔚来汽车联合创始人秦力洪在接受采访时直接摊牌说，“蔚来肯定是病了，需要治疗。”</p><p>融资无门的李想，更是免疫系统崩溃，一口气病了三个月。不仅要治疗企业，还要治疗身体。</p><p>令人绝望的是，就在2019年年底，工信部还发布了《新能源汽车推广应用推荐车型目录》，用户购买国产Model3将也可享受国家新能源补贴政策。李想在微博上急了：“马斯克都要打到家门口了啊！”——这一时期，理想ONE才刚刚实现量产交付。</p><p>进入2020年，疫情的爆发使得行业再生变数，短短三个月内，拜腾、赛麟、博郡三家新势力相继出局，百家造车新势力的淘汰赛进入尾声。</p><p>好不容易燃起来的星星之火，眼看着就要熄灭了。</p><p><b>四、PK偶像</b></p><p>造车新势力的涌现和特斯拉的崛起几乎同时，后者登上王座的时候，新势力们才刚刚看到点儿眉目。一方渴望挣脱关税限制，闯进国门平等竞争，一方则还在享受树荫下的阴凉。</p><p>想要新势力们跑起来，缺的只是一个变量。这个变量不是政策，不是资本，而是充当对手的一条鲶鱼。出于保护本土企业的原因，国内此前是不允许外国汽车厂商独资建厂的。因此想要引进这条鲶鱼，一些准备工作必不可少——2018年4月，工信部放宽了外资汽车厂商在华运营生产合作企业时的出资限制。</p><p>特斯拉闻声而来。2018年5月10日，特斯拉（上海）有限公司成立，随后的7月，特斯拉获批在临港地区建设特斯拉超级工厂，此后10月拿地，12月完成土地平整，次年的1月超级工厂就启动了开工建设。</p><p><img src=\"https://static.tigerbbs.com/3a51341216006fba7bd7e271dfd4b8bc\" tg-width=\"1080\" tg-height=\"720\"></p><p>出现在奠基仪式上时，马斯克激动难掩，直接在台上来了一段尬舞。</p><p>对比鲜明的是，当初买特斯拉的李想们有多兴奋，此时就有多煎熬。尤其是在特斯拉的国产Model 3获得国家补贴后，价格进一步下探。</p><p>面对特斯拉在国内获得诸多的优惠政策，何小鹏淡然地表示“国家的考虑是有智慧的”。</p><p>事实确实如此，特斯拉在中国建立超级工厂，不仅能带动包括三电在内的上下游产业链快速完善，孕育出诸如宁德时代这样的强势供应商，而且其价格攻势，也将有助于打破国内电动车补贴退坡之后的沉闷。</p><p>今年第三季度，特斯拉共生产了超过14.5万辆电动车，交付量达到13.9万辆。虽然国产品牌与之还相去甚远，但随着随着头部阵营逐渐明朗，各家交付量也在稳步增长。同期，蔚来、理想、小鹏都拿出了不错的交付量，甚至创下新记录。</p><p>相比之下，传统车企通用、福特等则经历了裁员风波，FCA(菲亚特克莱斯勒)和PSA(标致雪铁龙)合并成为全球第四大车企抱团取暖。传统车企和新势力的位置，时移世易。</p><p>传统车企日子不好过，部分国家的政策却越发激进，不仅设定了新能源汽车发展目标，甚至还干脆标定了燃油车燃油车禁售的时间表，例如挪威、荷兰、英国设定的时间分别为2025、2030和2040年。</p><p>“<b>石器时代的结束并不是因为没有石头了，石油时代的结束也并不是因为没有石油了</b>。”20世纪70年代，石油输出国组织曾经的领导人亚马尼留下了这样一句名言。</p><p>新能源汽车爆发的风口，已经清晰地摆在了百年汽车产业的面前。国内的新造车势力们筹码虽少，但至少都坐上了桌牌。</p><p>11月，广州车展上，小鹏汽车发布新一代自动驾驶体系，马斯克隔空影射抄袭，而何小鹏则回怼“明年打得你找不着北”。</p><p>不过，实现从崇拜、追赶到竞争，甚至是超越的局面扭转，靠的不是隔着屏幕喊话，而是<b>实打实的交付量、安全性和智能驾控体验。</b></p><p>从这些方面来说，中国造车新势力不得不正视差距，从PK偶像到超越偶像，还有很长的一段艰苦岁月要走。</p>","source":"lsy1596797737369","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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逐梦特斯拉：国产新能源三十年进化史\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-04 18:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/9p5S5mJBtkCS-gdYP-CHGQ><strong>豹变</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>核心提示：国产新能源汽车从0到1的过程，特斯拉一直贯穿其中，从启蒙导师，到并肩战友，再到竞争对手。马斯克如同一条鲶鱼，被放进蔚来、理想、小鹏等造车新势力的渔船上，历经狂热、混乱、绝望，再触底反弹，对特斯拉既爱又恨的6年里，国产新势力终于熬出头了。远在新能源汽车还是概念的1988年，一个叫叶文贵的温州商人就做起了新能源汽车梦。通过创办几家工厂，在万元户还是财富的代名词的时代，叶文贵就积累起了千万身家...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/9p5S5mJBtkCS-gdYP-CHGQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/507f2d521f147d0bb2029530c3ca87dd","relate_stocks":{"002594":"比亚迪","XPEV":"小鹏汽车","NIO":"蔚来","TSLA":"特斯拉","LI":"理想汽车"},"source_url":"https://mp.weixin.qq.com/s/9p5S5mJBtkCS-gdYP-CHGQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129581407","content_text":"核心提示：国产新能源汽车从0到1的过程，特斯拉一直贯穿其中，从启蒙导师，到并肩战友，再到竞争对手。马斯克如同一条鲶鱼，被放进蔚来、理想、小鹏等造车新势力的渔船上，历经狂热、混乱、绝望，再触底反弹，对特斯拉既爱又恨的6年里，国产新势力终于熬出头了。远在新能源汽车还是概念的1988年，一个叫叶文贵的温州商人就做起了新能源汽车梦。通过创办几家工厂，在万元户还是财富的代名词的时代，叶文贵就积累起了千万身家。这一年，他还刚刚当选全国百名优秀农民企业家，正是风光关头。但他的兴致并不在此。那年夏天，他在温州当时最好的华侨饭店包下一间套房，拉来许多专家技术人员，满怀希望地掀起了一场造车大计——比李书福、吴建中等造车达人都早得多。叶文贵一度看到过希望，1989年秋，他造车的第一台玻璃钢车身四轮四座电动车，一次可跑100多公里。这台样品车还在1990年获得了国家级新产品证书。超越时代的尝试，结局自然在意料之中，前后投入1500多万元后，这位追梦人最终也没能实现量产。浙商博物馆露天摆放着的那台红色废旧车壳，也成了这段电动车狂想的遗物。时过境迁，新能源汽车风头正劲，睥睨传统车企。2020年3月还深陷财务危机、股价不足3美元的蔚来，市值飞涨一度逼近750亿美元，超过宝马、通用、福特、奔驰等老牌车企，直奔全球车企市值第四的宝座，而排名其后的是国内新能源的先行者比亚迪。至于新能源标杆特斯拉，其市值早已经超过了丰田、福特以及通用的总和。燃油车的地位正在被颠覆，时代的天平已经开始倾斜。从崇拜、效仿，再到和特斯拉同台竞争，短短6年，造车新势力们紧抓新能源汽车爆发的窗口，在这场汽车产业的百年变局中，试图赢得自己的一席之地。一、萌芽2000年12月24日，正值西方圣诞节的平安夜，万钢辞别工作10年之久的德国奥迪公司，坐上了回国的航班。没有签订任何正式的工作合同，也没有受到高薪聘请，他获得的只是科技部和同济大学的一份邀请，想尝试为中国“做点有创新意义的事情”。一年之前，万钢就曾带领留德汽车工业博士工程师代表团，回国考察过汽车工业，他判断中国汽车工业对国外的依赖非常严重。作为世界最大的二氧化碳排放国和世界第二大石油消费国，中国近一半的石油需求都通过进口解决，而汽车又是耗油大户。这一时期，恰逢欧洲能源危机爆发，国际油价高涨，能源恐慌顺势蔓延到国内。扎根汽车行业多年的万钢，看到了新能源汽车崛起的机会。在传统汽车领域，各大跨国公司的技术已经发展到极高的水平，中国想做内燃机汽车反超，不仅费时费力，而且由于技术储备薄弱，势必还将面临知识产权的铁壁铜墙。而拿技术换市场的方法，又早在过去的经验中被证伪。发展新能源汽车，则正好能规避燃油车的核心技术壁垒，发动机、变速箱和底盘将被电池、电机、电控取代。在电动车领域，中国和国外汽车豪强几乎在同一条起跑线上。为此，这一年，万钢向国务院提出建议：发展新能源汽车，借此实现中国汽车产业的“弯道超车”。其实，早在20世纪90年代初，国内就开始有新能源汽车相关的科研计划在执行。2001年中国还曾启动了电动车重大科技专项，以燃料电池、混合动力和纯电动为“三纵”，多能源动力总成控制、驱动电机和动力蓄电池为“三横”，形成“三纵三横”的开发格局。然而几年过去，电动车的产业化依然遥远。直到2007年《新能源汽车生产准入管理规则》的出台，才正式把新能源汽车划为一个独立的类别来规范生产，电动车从科研进入投产阶段。随后的2008年，科技部等四部委联合发布了\"十城千辆\"计划，计划通过财政补贴，用3年时间实现新能源汽车10%的市场份额。补贴政策出台后，刚刚当上科技部部长的万钢带团访问旧金山，那次他特意拜访了特斯拉。就此，特斯拉跟中国新能源汽车行业结下缘分，成为造车新势力们绕不过去的话题。二、催生特斯拉深陷华尔街质疑的时候，中国这边补贴的东风刮得正猛烈。2013起，中央各部委纷纷出台新能源汽车补贴新政，各个地方政府也积极响应，中央和地方1：1的补贴格局大致形成。不同类型的新能源汽车被划分了具体的补贴标准，补贴范围和区域明显扩大。根据推算，2013到2016年期间，新能源汽车补贴总额超过3000亿元。这种真金白银的造车热情漂洋过海，让马斯克都坐不住了。2014年4月21日，马斯克刚刚完成了SpaceX火箭发射，就立马搭乘私人飞机赶往北京，在侨福芳草地的怡亨酒店简单冲了个澡，就开始了自己的中国行。马斯克并非第一次来中国，但和此前去香港和上海不同，此时的他不再是那个寂寂无名的创业者，特斯拉已经成功上市，SpaceX也小有成就。他第一个要拜访的，正是6年前的故人万钢。马斯克充分释放着自己对中国的“友善”，拜访间隙，或许是为了拉近关系、增近了解，他还尝试使用了微信。“这看起来是一个很不错的应用呢。”马斯克不懂得含蓄，一张口就想让特斯拉进入中国时，可以获得比燃油车更优惠的关税。他的愿望自然落空，不过此行也没有白来，很快他就又收获了一批忠实拥趸。离开科技部的第二天，在北京酒仙桥恒通商务园，马斯克参与了中国首批8位特斯拉用户的交车仪式。“驾驶感极好，没有发动机的噪音、振动，不存在变速箱的顿挫和换挡时间，动力零延迟，平顺到完美。”汽车之家创始人李想第二天就在微博给特斯拉打起了call。合一资本董事长许亮则直接化身马斯克人迷，“买个特斯拉还能赠送我钦佩的创业家的一次握手和交钥匙仪式，这车买的也算值了。”对于国内的汽车从业者来讲，特斯拉的到来无异于一次精神洗礼。就在马斯克离开中国不到两月的时间，一枚深水炸弹在新能源汽车行业引爆了。特斯拉传出重磅消息，宣称将对外开放所有专利。特斯拉自然不是大公无私，开放专利必有其算盘。此时美国作为全球电动汽车的最大市场，其市场占比不足1%，中国就更低了，特斯拉的对手不是其他品牌的新能源汽车，还是传统的燃油车，眼下的要务是拉入更多对手、做大盘子。更重要的是，特斯拉还能以此定义行业规则。但不管特斯拉葫芦里到底卖的什么药，这种突如其来的慷慨确实让很多人产生了动摇，其中就包括何小鹏。这一消息公布两个月后，他就与夏珩、何涛、杨春雷一起创立了小鹏汽车，并在2017年辞掉阿里的职位allin造车。另一边，李斌、李想也对这趟风口早有想法，相继创立了蔚来和理想，一个延续特斯拉“自上而下”的路子，一个选择另辟蹊径做增程式。虽然在燃油车面前，当时的国产新能源汽车八字还没一撇，甚至随时可能会夭折，但架不住特斯拉画的这块饼实在让人垂涎，万一跑出一台“国产特斯拉”，那还不是真香？天眼查数据显示，2014年至今，新能源汽车相关企业年度注册增速始终保持在30％以上（全部企业状态），目前已超过17万家。三、混战2016年3月，比亚迪南京经销商刘鹏因和比亚迪闹有经济纠纷，服药自杀未遂后在自己的办公室自缢身亡。生前他试图“鱼死网破”，向相关部门实名举报比亚迪虚假上牌、骗取补贴。高昂的研发、材料成本一直是阻碍新能源汽车前进的障碍。不仅是中国，诸如美国、日本、德国等汽车产业强国也都先后出台过多项政策，支持电动车产业发展。在热钱涌入、政策催熟的背景下，百余家新能源汽车相继创立，PPT一个比一个精美，融资、补贴同样源源不断流入造车新势力的口袋。进入行业的人，并非都是看中新能源的未来，一些人是眼馋那触手可及的补贴。骗补的新闻开始见诸报端，改装、使用低标准电池、虚报续航里程等一些列造假骗补行为被曝光。决策者逐渐意识到，新能源汽车不是简单补贴就可以“弯道超车”的。2016年，补贴开始小幅退坡，随后又进一步降低对客车和专用车的补贴力度。2018年，则干脆大幅提高门槛，加大对续航里程的要求，引导车企技术升级走向“两高一低”。骗补致富的口子是堵上了，但对于那些真正想要跑出来的新势力来说，更难了。一方面，失去补贴将直接让车企背负更重的成本压力，另一方面，电动车售价的波动也会直接影响市场需求。补贴退坡的背后，是行业洗牌的到来。即便是处在头部阵营的蔚来、理想，在2019年也是如履薄冰。受到补贴退坡、亏损、裁员、自燃、股价暴跌等一系列因素的打击，蔚来汽车联合创始人秦力洪在接受采访时直接摊牌说，“蔚来肯定是病了，需要治疗。”融资无门的李想，更是免疫系统崩溃，一口气病了三个月。不仅要治疗企业，还要治疗身体。令人绝望的是，就在2019年年底，工信部还发布了《新能源汽车推广应用推荐车型目录》，用户购买国产Model3将也可享受国家新能源补贴政策。李想在微博上急了：“马斯克都要打到家门口了啊！”——这一时期，理想ONE才刚刚实现量产交付。进入2020年，疫情的爆发使得行业再生变数，短短三个月内，拜腾、赛麟、博郡三家新势力相继出局，百家造车新势力的淘汰赛进入尾声。好不容易燃起来的星星之火，眼看着就要熄灭了。四、PK偶像造车新势力的涌现和特斯拉的崛起几乎同时，后者登上王座的时候，新势力们才刚刚看到点儿眉目。一方渴望挣脱关税限制，闯进国门平等竞争，一方则还在享受树荫下的阴凉。想要新势力们跑起来，缺的只是一个变量。这个变量不是政策，不是资本，而是充当对手的一条鲶鱼。出于保护本土企业的原因，国内此前是不允许外国汽车厂商独资建厂的。因此想要引进这条鲶鱼，一些准备工作必不可少——2018年4月，工信部放宽了外资汽车厂商在华运营生产合作企业时的出资限制。特斯拉闻声而来。2018年5月10日，特斯拉（上海）有限公司成立，随后的7月，特斯拉获批在临港地区建设特斯拉超级工厂，此后10月拿地，12月完成土地平整，次年的1月超级工厂就启动了开工建设。出现在奠基仪式上时，马斯克激动难掩，直接在台上来了一段尬舞。对比鲜明的是，当初买特斯拉的李想们有多兴奋，此时就有多煎熬。尤其是在特斯拉的国产Model 3获得国家补贴后，价格进一步下探。面对特斯拉在国内获得诸多的优惠政策，何小鹏淡然地表示“国家的考虑是有智慧的”。事实确实如此，特斯拉在中国建立超级工厂，不仅能带动包括三电在内的上下游产业链快速完善，孕育出诸如宁德时代这样的强势供应商，而且其价格攻势，也将有助于打破国内电动车补贴退坡之后的沉闷。今年第三季度，特斯拉共生产了超过14.5万辆电动车，交付量达到13.9万辆。虽然国产品牌与之还相去甚远，但随着随着头部阵营逐渐明朗，各家交付量也在稳步增长。同期，蔚来、理想、小鹏都拿出了不错的交付量，甚至创下新记录。相比之下，传统车企通用、福特等则经历了裁员风波，FCA(菲亚特克莱斯勒)和PSA(标致雪铁龙)合并成为全球第四大车企抱团取暖。传统车企和新势力的位置，时移世易。传统车企日子不好过，部分国家的政策却越发激进，不仅设定了新能源汽车发展目标，甚至还干脆标定了燃油车燃油车禁售的时间表，例如挪威、荷兰、英国设定的时间分别为2025、2030和2040年。“石器时代的结束并不是因为没有石头了，石油时代的结束也并不是因为没有石油了。”20世纪70年代，石油输出国组织曾经的领导人亚马尼留下了这样一句名言。新能源汽车爆发的风口，已经清晰地摆在了百年汽车产业的面前。国内的新造车势力们筹码虽少，但至少都坐上了桌牌。11月，广州车展上，小鹏汽车发布新一代自动驾驶体系，马斯克隔空影射抄袭，而何小鹏则回怼“明年打得你找不着北”。不过，实现从崇拜、追赶到竞争，甚至是超越的局面扭转，靠的不是隔着屏幕喊话，而是实打实的交付量、安全性和智能驾控体验。从这些方面来说，中国造车新势力不得不正视差距，从PK偶像到超越偶像，还有很长的一段艰苦岁月要走。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396984052,"gmtCreate":1607008432376,"gmtModify":1703845951240,"author":{"id":"3557348494511062","authorId":"3557348494511062","name":"赢左","avatar":"https://static.tigerbbs.com/1114b9549f3018515da8cb867fbef376","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557348494511062","authorIdStr":"3557348494511062"},"themes":[],"htmlText":"<a 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/>\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>大数据公司极光涨超55%！与北京联通签署5G战略合作</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{ 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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\">2020-11-27 23:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月27日，盘初，大数据公司<a href=\"https://laohu8.com/S/JG\">极光</a>涨超55%，与北京联通签署5G战略合作协议并开始对接5G消息平台。</p><p><img src=\"https://static.tigerbbs.com/7d98237496d780c26a70e6bb8da7dd23\" tg-width=\"840\" tg-height=\"470\">近日，移动开发者服务提供商极光与中国联合网络通信有限公司北京市分公司(以下简称：北京联通)签署5G战略合作框架协议、5G消息测试对接协议。</p><p>这两个协议的签署标志着极光将正式成为北京联通5G战略合作伙伴和5G消息的共建共享合作伙伴，标志着极光作为移动开发者服务领域的龙头企业，在5G消息领域将携手运营商开启全新的战略合作篇章，共同探索、推进5G消息的普及与应用落地。</p><p>极光将通过人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>技术构建数据处理平台，致力于向客户提供一站式、多样化的智能数据服务解决方案，助力各行业客户提高运营效率，实现量化决策，并将紧跟5G时代步伐，深入洞察各行业应用需求，为各行业数字化转型升级提供更丰富、更优质的5G应用场景，并为北京联通5G消息生态注入更多新活力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/43dc0aa825cdcb25834244c7085f0f40","relate_stocks":{"JG":"极光"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177981178","content_text":"11月27日，盘初，大数据公司极光涨超55%，与北京联通签署5G战略合作协议并开始对接5G消息平台。近日，移动开发者服务提供商极光与中国联合网络通信有限公司北京市分公司(以下简称：北京联通)签署5G战略合作框架协议、5G消息测试对接协议。这两个协议的签署标志着极光将正式成为北京联通5G战略合作伙伴和5G消息的共建共享合作伙伴，标志着极光作为移动开发者服务领域的龙头企业，在5G消息领域将携手运营商开启全新的战略合作篇章，共同探索、推进5G消息的普及与应用落地。极光将通过人工智能技术构建数据处理平台，致力于向客户提供一站式、多样化的智能数据服务解决方案，助力各行业客户提高运营效率，实现量化决策，并将紧跟5G时代步伐，深入洞察各行业应用需求，为各行业数字化转型升级提供更丰富、更优质的5G应用场景，并为北京联通5G消息生态注入更多新活力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391264690,"gmtCreate":1606712173210,"gmtModify":1703843912773,"author":{"id":"3557348494511062","authorId":"3557348494511062","name":"赢左","avatar":"https://static.tigerbbs.com/1114b9549f3018515da8cb867fbef376","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557348494511062","authorIdStr":"3557348494511062"},"themes":[],"htmlText":"给个机会上车","listText":"给个机会上车","text":"给个机会上车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391264690","repostId":"1136205876","repostType":4,"repost":{"id":"1136205876","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1606490950,"share":"https://www.laohu8.com/m/news/1136205876?lang=&edition=full","pubTime":"2020-11-27 23:29","market":"us","language":"zh","title":"目标价为20美元！遭香橼沽空， Palantir盘中跳水","url":"https://stock-news.laohu8.com/highlight/detail?id=1136205876","media":"老虎资讯综合","summary":"11月27日，香橼发布推特沽空Palantir：称交易者正在寻找空头头寸，Palantir已经不再是一只股票，而是一个赌场。香橼认为Palantir在2020年会跌至20美元。消息发布后，Palant","content":"<p>11月27日，香橼发布推特沽空Palantir：称交易者正在寻找空头头寸，Palantir已经不再是一只股票，而是一个赌场。香橼认为Palantir在2020年会跌至20美元。消息发布后，Palantir盘中跳水。</p>\n<p><img src=\"https://static.tigerbbs.com/5d96fdc24a9dac55aceea7525965be6a\" tg-width=\"840\" tg-height=\"470\"></p>\n<p><img src=\"https://static.tigerbbs.com/c6972c6b437d4ae8a6c23bd853e471b3\" tg-width=\"750\" tg-height=\"1624\"></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\" 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>目标价为20美元！遭香橼沽空， 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23:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月27日，香橼发布推特沽空Palantir：称交易者正在寻找空头头寸，Palantir已经不再是一只股票，而是一个赌场。香橼认为Palantir在2020年会跌至20美元。消息发布后，Palantir盘中跳水。</p>\n<p><img src=\"https://static.tigerbbs.com/5d96fdc24a9dac55aceea7525965be6a\" tg-width=\"840\" tg-height=\"470\"></p>\n<p><img src=\"https://static.tigerbbs.com/c6972c6b437d4ae8a6c23bd853e471b3\" tg-width=\"750\" tg-height=\"1624\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3400ab07be851836f985363e52636fda","relate_stocks":{"PLTR":"Palantir Technologies 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