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Captaingu
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IP属地:安徽
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Captaingu
06-22
老虎,老虎,大爱无疆!@Adamboerlin
Captaingu
06-15
在未来十年后,老虎将成为一个全球领先的技术创新金融企业,以推动社会进步和改善人们的生活质量为使命。加油!未来可期!
Captaingu
06-01
可是童年一去不复返了,被生活的重担压垮了!
Captaingu
2021-12-04
$雍禾医疗(02279)$
植发只能治标不治本,会把周围的毛囊移植过来,但是经常会不成功,移植过来的毛囊也就能保持3-5年,3-5年之后会更加凸,只能成光头。
Captaingu
2021-11-21
$贝壳(BEKE)$
熄火了
Captaingu
2021-11-19
$中国恒大(03333)$
房子倒塌了
Captaingu
2021-10-27
$老虎证券(TIGR)$
有庄家在做黑庄
Captaingu
2021-10-06
$恒大汽车(00708)$
清仓!
Captaingu
2021-09-08
这个财报不出来市场不敢做多啊,其实我觉得这个财报有没有都不重要。因为它是在上升期,一时财报好不好看对公司的发展没有什么影响。能不能下次财报早点出来呢,Q2财报应该7月份就出来了。希望Q3财报在10月份出来。
老虎证券将于9月10日美股盘前公布其第二季度财报
Captaingu
2021-09-08
不好好做产品,就想着在股市上骗钱
抱歉,原内容已删除
Captaingu
2021-09-08
都是些什么玩意啊,好好造车不好嘛,尽玩些虚的。
时代中国与蔚来达成战略合作 涉及新能源设施及网络布局等方面
Captaingu
2021-09-08
$蔚来(NIO)$
人不作不死,还搞增发,真是骗子公司
Captaingu
2021-09-08
我感觉它不是来卖车的,就是在股市上割韭菜的,毕竟这样来钱快啊。反正自己也没工厂,都是代工,说关门就关门
抱歉,原内容已删除
Captaingu
2021-09-08
$蔚来(NIO)$
我感觉它不是来卖车的,就是在股市上割韭菜的,毕竟这样来钱快啊。反正自己也没工厂,都是代工,说关门就关门
Captaingu
2021-09-03
一个小酒馆市盈率这么高,还真敢想,又没有什么基本面,不破发等待何时啊?
Captaingu
2021-08-23
$贝壳(BEKE)$
现在是ZF去中介化,主要是中介扰乱市场还收取高额中介费,现在是借房东直售来约束中介市场,让有实力的中介成为服务的代表,后期房产局肯定会简化二手房交易流程,这样整个二手房交易流程中中介所起的作用就不大了。其实你们没有卖过房子不清楚,你去那些房产平台挂房源,房产平台优先给中介卖,压根就不给房东直售,真的好恶心,投诉都没有用,有的更恶心的房产平台让房东直售的(58同城)房源压根就不展示出来,必须中介才可以帮你卖,因为中介付费了。ZF能够出来干预是好事,作为房东愿意自己直售,和买家单独交易!
Captaingu
2021-08-23
$贝壳(BEKE)$
机构硬拉出货,韭菜不要上当,吃相太难看了
Captaingu
2021-08-23
$贝壳(BEKE)$
多地上调房贷利率,对房产等于是无情的扼杀
Captaingu
2021-08-23
$贝壳(BEKE)$
政府应该不久就会出台相关简化房产交易的流程,方便个人买卖二手房
Captaingu
2021-08-23
$贝壳(BEKE)$
贝壳才刚刚开始跌而已啦!等机构慢慢出完,就差不多10块了,q3的财报不用等啦,当然是很差啦!贝壳什么时候会赢来利好,等房价大降,生育率上去!
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/00708\">$恒大汽车(00708)$</a>清仓!","text":"$恒大汽车(00708)$清仓!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829629708","isVote":1,"tweetType":1,"viewCount":1673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889354609,"gmtCreate":1631111168701,"gmtModify":1631111168701,"author":{"id":"3557706871536926","authorId":"3557706871536926","name":"Captaingu","avatar":"https://static.tigerbbs.com/776e1ef9329567f66c292ad94d795032","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557706871536926","idStr":"3557706871536926"},"themes":[],"htmlText":"这个财报不出来市场不敢做多啊,其实我觉得这个财报有没有都不重要。因为它是在上升期,一时财报好不好看对公司的发展没有什么影响。能不能下次财报早点出来呢,Q2财报应该7月份就出来了。希望Q3财报在10月份出来。","listText":"这个财报不出来市场不敢做多啊,其实我觉得这个财报有没有都不重要。因为它是在上升期,一时财报好不好看对公司的发展没有什么影响。能不能下次财报早点出来呢,Q2财报应该7月份就出来了。希望Q3财报在10月份出来。","text":"这个财报不出来市场不敢做多啊,其实我觉得这个财报有没有都不重要。因为它是在上升期,一时财报好不好看对公司的发展没有什么影响。能不能下次财报早点出来呢,Q2财报应该7月份就出来了。希望Q3财报在10月份出来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889354609","repostId":"1157282403","repostType":2,"repost":{"id":"1157282403","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":1630045654,"share":"https://www.laohu8.com/m/news/1157282403?lang=&edition=full","pubTime":"2021-08-27 14:27","market":"us","language":"zh","title":"老虎证券将于9月10日美股盘前公布其第二季度财报","url":"https://stock-news.laohu8.com/highlight/detail?id=1157282403","media":"老虎资讯综合","summary":"2021年8月27日(GLOBE NEWSWIRE)--老虎证券(纳斯达克:TIGR)今天宣布,将在2021年9月10日美股盘前公布其截至2021年6月30日的第二季度财务业绩。老虎证券管理层将于美东","content":"<p>2021年8月27日(GLOBE NEWSWIRE)--老虎证券(纳斯达克:TIGR)今天宣布,将在2021年9月10日美股盘前公布其截至2021年6月30日的第二季度财务业绩。</p><p>老虎证券管理层将于美东时间2021年9月10日上午8:00(北京/香港时间2021年9月10日晚上8:00)召开业绩电话会议。</p><p></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>老虎证券将于9月10日美股盘前公布其第二季度财报</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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; 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NEWSWIRE)--老虎证券(纳斯达克:TIGR)今天宣布,将在2021年9月10日美股盘前公布其截至2021年6月30日的第二季度财务业绩。</p><p>老虎证券管理层将于美东时间2021年9月10日上午8:00(北京/香港时间2021年9月10日晚上8:00)召开业绩电话会议。</p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7f2ebafd9b9e78fcb0ae6a9f5287f8c1","relate_stocks":{"TIGR":"老虎证券"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157282403","content_text":"2021年8月27日(GLOBE NEWSWIRE)--老虎证券(纳斯达克:TIGR)今天宣布,将在2021年9月10日美股盘前公布其截至2021年6月30日的第二季度财务业绩。老虎证券管理层将于美东时间2021年9月10日上午8:00(北京/香港时间2021年9月10日晚上8:00)召开业绩电话会议。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889979160,"gmtCreate":1631107282250,"gmtModify":1631107282250,"author":{"id":"3557706871536926","authorId":"3557706871536926","name":"Captaingu","avatar":"https://static.tigerbbs.com/776e1ef9329567f66c292ad94d795032","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557706871536926","idStr":"3557706871536926"},"themes":[],"htmlText":"不好好做产品,就想着在股市上骗钱","listText":"不好好做产品,就想着在股市上骗钱","text":"不好好做产品,就想着在股市上骗钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/889979160","repostId":"1142882060","repostType":2,"isVote":1,"tweetType":1,"viewCount":1770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889970066,"gmtCreate":1631107200255,"gmtModify":1631107200255,"author":{"id":"3557706871536926","authorId":"3557706871536926","name":"Captaingu","avatar":"https://static.tigerbbs.com/776e1ef9329567f66c292ad94d795032","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557706871536926","idStr":"3557706871536926"},"themes":[],"htmlText":"都是些什么玩意啊,好好造车不好嘛,尽玩些虚的。","listText":"都是些什么玩意啊,好好造车不好嘛,尽玩些虚的。","text":"都是些什么玩意啊,好好造车不好嘛,尽玩些虚的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889970066","repostId":"2165980083","repostType":2,"repost":{"id":"2165980083","pubTimestamp":1631100000,"share":"https://www.laohu8.com/m/news/2165980083?lang=&edition=full","pubTime":"2021-09-08 19:20","market":"hk","language":"zh","title":"时代中国与蔚来达成战略合作 涉及新能源设施及网络布局等方面","url":"https://stock-news.laohu8.com/highlight/detail?id=2165980083","media":"证券时报网","summary":"9月8日,时代中国与蔚来战略合作签约仪式在时代爱车小镇成功举办。双方将基于长远战略发展,围绕资源渠道拓展、新能源设施及网络布局、品牌营销跨界、用户社群共创等领域展开合作,建立深度战略合作伙伴关系。","content":"<div>\n<p>9月8日,时代中国与蔚来战略合作签约仪式在时代爱车小镇成功举办。双方将基于长远战略发展,围绕资源渠道拓展、新能源设施及网络布局、品牌营销跨界、用户社群共创等领域展开合作,建立深度战略合作伙伴关系。(文章来源:证券时报网)</p>\n\n<a href=\"http://finance.eastmoney.com/a/202109082088046839.html\">Web Link</a>\n\n</div>\n","source":"stock_eastmoney","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>时代中国与蔚来达成战略合作 涉及新能源设施及网络布局等方面</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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时代中国与蔚来达成战略合作 涉及新能源设施及网络布局等方面\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-08 19:20 北京时间 <a href=http://finance.eastmoney.com/a/202109082088046839.html><strong>证券时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月8日,时代中国与蔚来战略合作签约仪式在时代爱车小镇成功举办。双方将基于长远战略发展,围绕资源渠道拓展、新能源设施及网络布局、品牌营销跨界、用户社群共创等领域展开合作,建立深度战略合作伙伴关系。(文章来源:证券时报网)</p>\n\n<a href=\"http://finance.eastmoney.com/a/202109082088046839.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/1e9aa56586a03fdd6464e21bfe99f7b5","relate_stocks":{"159875":"新能源","160640":"新能源","399941":"新能源","000941.SH":"新能源","NIO":"蔚来"},"source_url":"http://finance.eastmoney.com/a/202109082088046839.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165980083","content_text":"9月8日,时代中国与蔚来战略合作签约仪式在时代爱车小镇成功举办。双方将基于长远战略发展,围绕资源渠道拓展、新能源设施及网络布局、品牌营销跨界、用户社群共创等领域展开合作,建立深度战略合作伙伴关系。(文章来源:证券时报网)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889087737,"gmtCreate":1631092234729,"gmtModify":1631092234729,"author":{"id":"3557706871536926","authorId":"3557706871536926","name":"Captaingu","avatar":"https://static.tigerbbs.com/776e1ef9329567f66c292ad94d795032","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557706871536926","idStr":"3557706871536926"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>人不作不死,还搞增发,真是骗子公司","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>人不作不死,还搞增发,真是骗子公司","text":"$蔚来(NIO)$人不作不死,还搞增发,真是骗子公司","images":[{"img":"https://static.tigerbbs.com/abe1f2136022c0853fbe76230ed58a3c","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/889087737","isVote":1,"tweetType":1,"viewCount":3236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":880750983,"gmtCreate":1631085582342,"gmtModify":1631085582342,"author":{"id":"3557706871536926","authorId":"3557706871536926","name":"Captaingu","avatar":"https://static.tigerbbs.com/776e1ef9329567f66c292ad94d795032","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557706871536926","idStr":"3557706871536926"},"themes":[],"htmlText":"我感觉它不是来卖车的,就是在股市上割韭菜的,毕竟这样来钱快啊。反正自己也没工厂,都是代工,说关门就关门","listText":"我感觉它不是来卖车的,就是在股市上割韭菜的,毕竟这样来钱快啊。反正自己也没工厂,都是代工,说关门就关门","text":"我感觉它不是来卖车的,就是在股市上割韭菜的,毕竟这样来钱快啊。反正自己也没工厂,都是代工,说关门就关门","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880750983","repostId":"1114850169","repostType":2,"isVote":1,"tweetType":1,"viewCount":1680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":880722777,"gmtCreate":1631085417499,"gmtModify":1631085417499,"author":{"id":"3557706871536926","authorId":"3557706871536926","name":"Captaingu","avatar":"https://static.tigerbbs.com/776e1ef9329567f66c292ad94d795032","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557706871536926","idStr":"3557706871536926"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>我感觉它不是来卖车的,就是在股市上割韭菜的,毕竟这样来钱快啊。反正自己也没工厂,都是代工,说关门就关门","listText":"<a 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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\">2021-01-22 20:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>野村证券分析师Martin Heung对<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车买入评级,目标价80.3美元。蔚来汽车的评级与<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>类似。该分析师看好蔚来,因为它在推出电动汽车产品线时采取了“特斯拉式的自上而下方式”,首先是<a href=\"https://laohu8.com/S/DLX\">豪华</a>旗舰车型ES8,然后是更经济适用的车型。</p><p>他在一份研究报告中告诉投资者,鉴于购车者愿意支付类似于欧洲主要原装豪华车制造商入门级车型的价格,蔚来已经成功地确立了自己的高端汽车品牌地位。该分析师认为,蔚来汽车的电池租赁计划为电池更换的革命性概念铺平了道路。Heung给予蔚来汽车目标价80.3美元,评级买入。</p><p><img src=\"https://static.tigerbbs.com/12f994593c46d134977431d6ed52e9d1\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153319760","content_text":"野村证券分析师Martin Heung对蔚来汽车买入评级,目标价80.3美元。蔚来汽车的评级与特斯拉类似。该分析师看好蔚来,因为它在推出电动汽车产品线时采取了“特斯拉式的自上而下方式”,首先是豪华旗舰车型ES8,然后是更经济适用的车型。他在一份研究报告中告诉投资者,鉴于购车者愿意支付类似于欧洲主要原装豪华车制造商入门级车型的价格,蔚来已经成功地确立了自己的高端汽车品牌地位。该分析师认为,蔚来汽车的电池租赁计划为电池更换的革命性概念铺平了道路。Heung给予蔚来汽车目标价80.3美元,评级买入。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889087737,"gmtCreate":1631092234729,"gmtModify":1631092234729,"author":{"id":"3557706871536926","authorId":"3557706871536926","name":"Captaingu","avatar":"https://static.tigerbbs.com/776e1ef9329567f66c292ad94d795032","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557706871536926","authorIdStr":"3557706871536926"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>人不作不死,还搞增发,真是骗子公司","listText":"<a 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23:22","market":"hk","language":"zh","title":"每日优鲜(MF)表示开盘价为10美元,IPO定价为13美元,获腾讯(TCEHY)支持的网店","url":"https://stock-news.laohu8.com/highlight/detail?id=2146077173","media":"凤凰网港股","summary":"凤凰网港股|每日优鲜(MF)以13.00美元的价格发行了2100万股,处于13.00-16.00美元范围的低端。摩根大通和花旗银行担任此次发行的联合账簿管理人。MissFresh是一家由腾讯(TCEHY)支持的中国网上杂货店。","content":"<html><body><p>凤凰网港股|<span><a href=\"https://laohu8.com/S/MF\">每日优鲜</a>(MF)以13.00美元的价格发行了2100万股,处于13.00-16.00美元范围的低端。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>和花旗银行担任此次发行的联合账簿管理人。MissFresh是一家由<a href=\"https://laohu8.com/S/00700\">腾讯</a>(TCEHY)支持的中国网上杂货店。</span></p></body></html>","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\" 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.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每日优鲜(MF)表示开盘价为10美元,IPO定价为13美元,获腾讯(TCEHY)支持的网店\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039806269\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2021-06-25 23:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>凤凰网港股|<span><a href=\"https://laohu8.com/S/MF\">每日优鲜</a>(MF)以13.00美元的价格发行了2100万股,处于13.00-16.00美元范围的低端。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>和花旗银行担任此次发行的联合账簿管理人。MissFresh是一家由<a href=\"https://laohu8.com/S/00700\">腾讯</a>(TCEHY)支持的中国网上杂货店。</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/73edaf3c9a3e2c8f22359f6d18274d20","relate_stocks":{"MF":"每日优鲜","00700":"腾讯控股","TCEHY":"腾讯控股ADR","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=ada01f739c8fb0aa0c674c42d75606c0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146077173","content_text":"凤凰网港股|每日优鲜(MF)以13.00美元的价格发行了2100万股,处于13.00-16.00美元范围的低端。摩根大通和花旗银行担任此次发行的联合账簿管理人。MissFresh是一家由腾讯(TCEHY)支持的中国网上杂货店。","news_type":1},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318483972,"gmtCreate":1611883811996,"gmtModify":1703755605211,"author":{"id":"3557706871536926","authorId":"3557706871536926","name":"Captaingu","avatar":"https://static.tigerbbs.com/776e1ef9329567f66c292ad94d795032","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557706871536926","authorIdStr":"3557706871536926"},"themes":[],"htmlText":"野村评级的蔚来大跌,是不是庄家想出货啊","listText":"野村评级的蔚来大跌,是不是庄家想出货啊","text":"野村评级的蔚来大跌,是不是庄家想出货啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/318483972","repostId":"2107229125","repostType":2,"repost":{"id":"2107229125","pubTimestamp":1611883431,"share":"https://www.laohu8.com/m/news/2107229125?lang=&edition=full","pubTime":"2021-01-29 09:23","market":"hk","language":"zh","title":"*野村升比亚迪股份(01211)目标价80.7%至300港元 维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2107229125","media":"凤凰网港股","summary":"凤凰网港股|野村将比亚迪股份(01211)目标价由166港元提升至300港元,维持“买入”评级。","content":"<html><body><article><p>凤凰网港股|野村将<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>(01211)目标价由166港元提升至300港元,维持“买入”评级。</p></article></body></html>","source":"tencent","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>*野村升比亚迪股份(01211)目标价80.7%至300港元 维持“买入”评级</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{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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*野村升比亚迪股份(01211)目标价80.7%至300港元 维持“买入”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-29 09:23 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021012909235879b200c2&s=b><strong>凤凰网港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凤凰网港股|野村将比亚迪股份(01211)目标价由166港元提升至300港元,维持“买入”评级。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021012909235879b200c2&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021012909235879b200c2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2107229125","content_text":"凤凰网港股|野村将比亚迪股份(01211)目标价由166港元提升至300港元,维持“买入”评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310698445,"gmtCreate":1611318652187,"gmtModify":1703749666390,"author":{"id":"3557706871536926","authorId":"3557706871536926","name":"Captaingu","avatar":"https://static.tigerbbs.com/776e1ef9329567f66c292ad94d795032","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557706871536926","authorIdStr":"3557706871536926"},"themes":[],"htmlText":"收好处了吧?股票的本元是价值。请问蔚来公司盈利多少?向来是业绩挂帅,等它把量做起来再说吧。","listText":"收好处了吧?股票的本元是价值。请问蔚来公司盈利多少?向来是业绩挂帅,等它把量做起来再说吧。","text":"收好处了吧?股票的本元是价值。请问蔚来公司盈利多少?向来是业绩挂帅,等它把量做起来再说吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/310698445","repostId":"1153319760","repostType":2,"isVote":1,"tweetType":1,"viewCount":963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835398661,"gmtCreate":1629686476553,"gmtModify":1629686476553,"author":{"id":"3557706871536926","authorId":"3557706871536926","name":"Captaingu","avatar":"https://static.tigerbbs.com/776e1ef9329567f66c292ad94d795032","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557706871536926","authorIdStr":"3557706871536926"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>贝壳才刚刚开始跌而已啦!等机构慢慢出完,就差不多10块了,q3的财报不用等啦,当然是很差啦!贝壳什么时候会赢来利好,等房价大降,生育率上去!","listText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>贝壳才刚刚开始跌而已啦!等机构慢慢出完,就差不多10块了,q3的财报不用等啦,当然是很差啦!贝壳什么时候会赢来利好,等房价大降,生育率上去!","text":"$贝壳(BEKE)$贝壳才刚刚开始跌而已啦!等机构慢慢出完,就差不多10块了,q3的财报不用等啦,当然是很差啦!贝壳什么时候会赢来利好,等房价大降,生育率上去!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/835398661","isVote":1,"tweetType":1,"viewCount":1350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889979160,"gmtCreate":1631107282250,"gmtModify":1631107282250,"author":{"id":"3557706871536926","authorId":"3557706871536926","name":"Captaingu","avatar":"https://static.tigerbbs.com/776e1ef9329567f66c292ad94d795032","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557706871536926","authorIdStr":"3557706871536926"},"themes":[],"htmlText":"不好好做产品,就想着在股市上骗钱","listText":"不好好做产品,就想着在股市上骗钱","text":"不好好做产品,就想着在股市上骗钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/889979160","repostId":"1142882060","repostType":2,"repost":{"id":"1142882060","weMediaInfo":{"introduction":"直抵核心。做最具穿透力、洞察力的商业观察,深度影响未来。","home_visible":1,"media_name":"豹变","id":"1099700147","head_image":"https://static.tigerbbs.com/524ae85df6244d238314a4bd6c916bb7"},"pubTimestamp":1631095556,"share":"https://www.laohu8.com/m/news/1142882060?lang=&edition=full","pubTime":"2021-09-08 18:05","market":"sh","language":"zh","title":"半年亏了80亿,“蔚小理”还要烧钱到什么时候?","url":"https://stock-news.laohu8.com/highlight/detail?id=1142882060","media":"豹变","summary":"作为未来10年发展最快的赛道之一,新能源汽车被赋予了太多关注和期望。然而,赛道越热,竞争也越激烈,领先者稍不留神就可能被超越。8月份数据显示,在造车新势力中长期领跑的蔚来交付量下滑严重,跌出前三。唯一","content":"<blockquote>\n 作为未来10年发展最快的赛道之一,新能源汽车被赋予了太多关注和期望。然而,赛道越热,竞争也越激烈,领先者稍不留神就可能被超越。8月份数据显示,在造车新势力中长期领跑的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>交付量下滑严重,跌出前三。唯一保持增长的理想坐稳第一,“蔚小理”有成“理小蔚”的趋势。\n</blockquote>\n<p>有关如何选投资赛道?如何找准创业时机?著名投资人朱啸虎曾提到过一个关键指标:<b>市场渗透率。</b></p>\n<p>朱啸虎认为,市场渗透率要是到了20%,做什么都能事半功倍;投资人要在渗透率到15%时进场布局;创业者则最好在渗透率达到5%到10%的时候开始招兵买马。</p>\n<p>所谓渗透率,简单理解就是产品或服务在市场上的覆盖程度。<b>根据传播领域的创新扩散模型,10%-25%左右的渗透率,往往是新事物加速扩散的起点,产业也因此爆发。</b></p>\n<p><img src=\"https://static.tigerbbs.com/388045b14b332788a52c1e2184d62143\" tg-width=\"1080\" tg-height=\"620\" referrerpolicy=\"no-referrer\"></p>\n<p>而要论当下哪个赛道符合上述规律?被股民拜为YYDS(永远滴神)的新能源汽车,肯定被第一个推上前台。</p>\n<p>根据中汽协发布的2021年7月汽车产销数据,7月单月国内市场新能源汽车渗透率接近15%。</p>\n<p>典型的产业爆发期。</p>\n<p><b>不过,虽然行业持续高景气,相关公司的股价表现也格外给力,但以蔚来、小鹏、理想为首的一线车企其实压力山大。</b></p>\n<p>在《晚点Late Post》一篇关于<a href=\"https://laohu8.com/S/LI\">理想汽车</a>的报道中,提到理想汽车内部的一个观点,中国<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动车市场,将在 2025 年出现拐点;那时,整个市场的规模将达到 800 万台。而淘汰赛也将在那时开始,只有至少占据 20% 的市场份额,即 160 万台,才有机会拿到下一场比赛的入场券。</p>\n<p>作为新能源赛道的最亮的三颗星,“蔚小理”谁最有希望拿到下半场入场门票?本篇结合各家中报业绩以及8月经营数据,为各位做个梳理。</p>\n<p><b>你追我赶,三驾马车唯恐掉队</b></p>\n<p>身处高增长的行业,即便领先,也决不能掉以轻心。</p>\n<p>这个道理并不复杂。假设A公司拥有50%的市场份额,但如果市场每年100%增长,A公司却不思进取停滞不前,那么,一年以后A公司的份额就立即跌去一半。</p>\n<p><b>如今的“蔚小理”正处于这种你追我赶,唯恐掉队的阶段。</b></p>\n<p>有了产业趋势的加持,三家企业的半年报均保持了三位数的高增长,但收入体量和收入增速差别较大。</p>\n<p>体量从大到小依次为蔚来、理想、小鹏,蔚来暂时以164亿的营业收入遥遥领先。但如果将收入增速排序,顺序则变成了小鹏、理想、蔚来。</p>\n<p><img src=\"https://static.tigerbbs.com/40139c9d913e143b89a445eee380f7d6\" tg-width=\"1080\" tg-height=\"259\" referrerpolicy=\"no-referrer\"></p>\n<p><b>相比半年报,更具参考价值的交付量则是另一番景象。</b>今年8月,除了理想环比还在增长,蔚来、小鹏交付量相比7月均出现下滑。其中,蔚来下滑最严重,从7月的7931台暴跌26%,至5880台,在7月交付量中错失“冠军宝座”后,再次败北。理想汽车8月交付量为9433辆,坐稳造车新势力“三强”首位。</p>\n<p>按照交付量数据,新的座次变成了理想、小鹏、蔚来,“蔚小理”变成了“理小蔚”。</p>\n<p><img src=\"https://static.tigerbbs.com/66fd8a1dfd0c007e83ea79f3e6e14f5e\" tg-width=\"1080\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p>\n<p>对此,蔚来的解释是,马来西亚和南京疫情,使得蔚来个别零部件供应受限,特别是ES6和EC6生产端严重受限,影响了8月交付量。</p>\n<p>马来西亚是车规级芯片的重要封装集中地,知名大厂如<a href=\"https://laohu8.com/S/STM\">意法半导体</a>、<a href=\"https://laohu8.com/S/0KED.UK\">英飞凌</a>、<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>等大厂均在此设有工厂,然而今年6月以来,马来西亚疫情持续加剧,严重压制了各大厂的芯片生产,进而拉长了车厂交付周期。</p>\n<p>小鹏也提到了疫情的影响,但也强调由于8月处于G3到G3i的切换阶段,老款G3仅有约1000辆交付量,因此8月总交付量环比略有下降。改款车型G3i在9月即将进入规模交付阶段,下月交付有望迎来新高。</p>\n<p><b>同受疫情干扰,理想的表现则稍好。</b></p>\n<p>一方面,今年5月25日2021款理想ONE的上市。理想官方曾透露,新款产品上市后,单日订单较老款车型同期呈倍数增长。</p>\n<p>另一方面,在“缺芯”的背景下,理想提前进行了备货。</p>\n<p>手中有“芯”,心中不慌。根据中报,理想的预付账款(给上游供应商的货款)较2020年底增长了70%。同期,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>则预付账款增长了28%,蔚来预付却下滑了5%。</p>\n<p><b>可以看出,关键事件节点的重要决策,将成为拉开差距的关键。</b></p>\n<p>毛利率方面,随着产能持续爬坡,营业成本下降,各汽车厂家毛利率最近几个季度总体回升。</p>\n<p>如下图所示,如今各家车企毛利均已转正,这意味着三家车企暂时告别了所谓“卖一辆亏一辆”的尴尬局面。</p>\n<p><img src=\"https://static.tigerbbs.com/dd5ddbb11a2a8695c63b1d3a77a8f65a\" tg-width=\"1080\" tg-height=\"547\" referrerpolicy=\"no-referrer\"></p>\n<p>数据上,理想和蔚来的毛利相差不大,分别为18.91%、18.63%。单价较低的小鹏汽车第二季度毛利率则为11.9%,和前两者仍有差距。</p>\n<p><b>从趋势来看,除了小鹏,蔚来二季度毛利环比一季度有所下滑,理想毛利则没有突破去年3季度的毛利高点。</b></p>\n<p>毛利率是企业盈利能力的关键指标,它表示每产生1元收入扣除销售成本后,有多少钱可以用于各项支付经营期各项费用形成盈利。</p>\n<p>毛利回升不够强劲,表明行业竞争比较激烈。</p>\n<p><b>列强环伺,研发营销重金投入</b></p>\n<p>当前的新能源汽车战场,汇集了三股力量。</p>\n<p>一是以<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、蔚来、小鹏、理想为代表的,有先发优势的造车新势力;二是跑步进场的新科技企业,如小米集团、百度、华为、富士康, 以及潜在可能入局的苹果等;三是杀入新能源战场的传统车企。</p>\n<p><img src=\"https://static.tigerbbs.com/44ab23f7ae27d1bb02aa129d118329c3\" tg-width=\"1080\" tg-height=\"668\" referrerpolicy=\"no-referrer\"></p>\n<p>这些新旧造车势力,每一个都是“狠角色”,这意味着“蔚小理”丝毫不能松懈,需要在营销和研发上持续做投入。</p>\n<p>反应到财报数据上,尽管三家企业毛利都已转正,且营收保持三位数的高速增长,但仍未盈利。</p>\n<p>根据财报,蔚来、小鹏、理想今年半年报的净亏损分别为55.34亿元、19.81亿元、5.95亿元。</p>\n<p><b>亏损背后,是不得不支出的巨额费用。</b></p>\n<p>先来看研发费用。截止半年报,蔚来、小鹏、理想研发费用分别为15.71亿元、13.99亿元、11.68亿元,占销售收入的比重分别为9.8%、20.84%、13.56%,<b>仅此一项,便侵蚀大量毛利。</b></p>\n<p>即便如此,国内车企没有任何理由对研发懈怠,<b>因为隔壁特斯拉半年报研发费用高达80亿人民币,是“蔚小理”三家企业研发投入总和的几乎两倍。</b></p>\n<p><img src=\"https://static.tigerbbs.com/0976f4ec70182a72d040d207763ed2f7\" tg-width=\"1080\" tg-height=\"369\" referrerpolicy=\"no-referrer\"></p>\n<p>再来看比例更高的销售和管理费用。截止半年报,蔚来、小鹏、理想的销售+管理费用分别为26.95亿元、17.52亿元、13.16亿元,占比销售收入的比重分别为16.81%、26.10%、15.28%。<b>已经和毛利率基本持平,所以想不亏很难。</b></p>\n<p>截止6月底,蔚来在中国128个城市铺设了25个未来中心和243个蔚来空间;小鹏则在74个城市建立了200个门店和64个服务中心;理想的渠道规模不及小鹏,截至8月11日,理想共有110家零售中心,覆盖67个城市。</p>\n<p>根据规划,三家企业销售网络还将扩张,蔚来计划在年内建成超过总数300家的蔚来中心和蔚来空间;小鹏将总销售网点的铺设目标从300家,抬升到350家;理想则希望在年底前在全国布局200家直营店。</p>\n<p><b>除了不断投入研发和渠道,激烈竞争下,各家都放松了销售政策。</b>我们可以从企业应收账款周转次数做观察。</p>\n<p>应收账款,简单理解就是客户打的“白条”。应收账款周转次数指的是,在一定时期内企业从卖出商品到收回资金的平均次数,周转的次数越高,说明收回资金的平均时间越短。</p>\n<p><img src=\"https://static.tigerbbs.com/3cb60773830c9958a83d5eed71776994\" tg-width=\"1080\" tg-height=\"547\" referrerpolicy=\"no-referrer\"></p>\n<p>如上图所示,自2020年以来,几大造车新势力的应收账款周转率总体呈下滑趋势,<b>表明车企为了抢占市场份额,放宽了销售政策。</b></p>\n<p>比如今年3月,理想汽车就举办了一次促销,推出「首付一半、两年免息」的金融方案。这个方案相当于为用户贴了 2 年利息。此外,促销海报上的截止日期是 3 月,但活动一直持续到了 4 月。</p>\n<p><b>殊途同归,从大不同到大融合</b></p>\n<p>虽然市场喜欢将“蔚小理”放到一起讨论,但从初期的战略决策来看,三家企业走得路其实大不一样。</p>\n<p>蔚来对标的是早期特斯拉,切入30-50万豪华车市场;小鹏以15万的G3起步;理想则走的是增程路线,这种车型可在电池电量耗尽又不能充电时,由增程装置(发动机)用汽油发电行驶,缓解用户的里程焦虑。</p>\n<p><b>经过几年的发展,曾经交集不大的三家车企,如今却有合流的趋势。</b>比如蔚来学特斯拉开始做下沉市场;小鹏尝试推高端产品;理想则希望尽快推出纯电动产品。</p>\n<p>在8月中旬的财报电话会议中,李斌明确表态,蔚来已建立了核心团队,将以一个新品牌准备进军大众市场。</p>\n<p>小鹏汽车董事长何小鹏则表示,为覆盖更多客户群,小鹏汽车的售价覆盖区间将扩展为15-40万元。</p>\n<p>对于理想而言,则要直面尽快造出纯电动车的问题,因为政策面针对增程式汽车已经开始不利。</p>\n<p>今年2月,上海出台《上海市鼓励购买和使用新能源汽车实施办法》,文件明确自2023年1月1日起,不再对购买或受让插电混动汽车的情况,发放专用牌照额度。北京车主面临的规定更严格,没有补贴,车主需要拥有燃油车指标才能购车。</p>\n<p>理想在港股说明书中谈到,首款纯电车型将在2023年推出,并且此后每年将推出两款纯电车型。</p>\n<p><b>三家车企殊途同归,其实顺应了商业规律。</b></p>\n<p>哈佛已故商学院教授克里斯坦森在其著名的《创新者的窘境》中曾提到,在技术和市场组合里,有一个非常神奇的力量,叫<b>右上角迁移力</b>。这种力量指的是,技术进步的速度会超过市场需要的速度,产生性能过剩效应。</p>\n<p>比如,今天汽车的时速可以达到450公里每小时,但实际上人们对于汽车速度的追求是缓慢的,而且受限于交通法规,受限于人们驾驭汽车的能力,我们最多接受的范围也就在60到140之间,就不再会变化了。时速450和时速140之间的差距,就是所谓性能过度。</p>\n<p><img src=\"https://static.tigerbbs.com/f2346e38cd7d808d01b81b3b69a4d0d4\" tg-width=\"1078\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p>\n<p><b>性能过度,使得一些初创企业有可乘之机,最终有可能会导致巨头地位被威胁。</b></p>\n<p>比如淘宝天猫化,虽然带来了更好的体验(向右上角迁移),但也给<a href=\"https://laohu8.com/S/PDD\">拼多多</a>的崛起留下空间,后者对整个电商形成挑战。</p>\n<p>所以对于初创企业来讲,<b>一个比较好的策略是从低端领域切入,避开和场内大玩家的直接竞争,进而苦练内功提升产品和服务品质</b>,等待时机超越原巨头;</p>\n<p>对于在位企业而言,则需要时时关注下沉市场,防止对手在下沉市场站稳脚跟进而对自己形成颠覆。</p>\n<p><b>回到这场注定激烈的新能源汽车卡位战。</b>特斯拉、蔚来参与中低端市场,一方面开辟了新市场,另一方面可以压制下沉市场企业,压制其向高端的右上角迁移。</p>\n<p>对于小鹏来讲,则是反过来,试图走一条低端颠覆的路径,从下向上攻击;对于理想而言,则需要结合当下竞争局势找准新定位,尽快造出电动车,加入竞争。</p>\n<p><b>但不管怎么说,任何成功的商业策略,都是真正满足了用户需求、成就了用户的策略。</b></p>\n<p>正如吴伯凡在克里斯坦森《创新者的任务》中文序言中所写:</p>\n<p>即使是过度竞争的市场,也不缺少用户需求,缺少的是发现客户隐秘需求的意愿和能力。<b>如果我们能像父母对孩子一样揣摩用户需要达成的目标,像医生一样从表面的症候解读出用户自己都不知道的任务,</b>企业就会创造出一个前所未有的市场空间,并获得惊人的成长。</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 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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半年亏了80亿,“蔚小理”还要烧钱到什么时候?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1099700147\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/524ae85df6244d238314a4bd6c916bb7);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">豹变 </p>\n<p class=\"h-time\">2021-09-08 18:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 作为未来10年发展最快的赛道之一,新能源汽车被赋予了太多关注和期望。然而,赛道越热,竞争也越激烈,领先者稍不留神就可能被超越。8月份数据显示,在造车新势力中长期领跑的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>交付量下滑严重,跌出前三。唯一保持增长的理想坐稳第一,“蔚小理”有成“理小蔚”的趋势。\n</blockquote>\n<p>有关如何选投资赛道?如何找准创业时机?著名投资人朱啸虎曾提到过一个关键指标:<b>市场渗透率。</b></p>\n<p>朱啸虎认为,市场渗透率要是到了20%,做什么都能事半功倍;投资人要在渗透率到15%时进场布局;创业者则最好在渗透率达到5%到10%的时候开始招兵买马。</p>\n<p>所谓渗透率,简单理解就是产品或服务在市场上的覆盖程度。<b>根据传播领域的创新扩散模型,10%-25%左右的渗透率,往往是新事物加速扩散的起点,产业也因此爆发。</b></p>\n<p><img src=\"https://static.tigerbbs.com/388045b14b332788a52c1e2184d62143\" tg-width=\"1080\" tg-height=\"620\" referrerpolicy=\"no-referrer\"></p>\n<p>而要论当下哪个赛道符合上述规律?被股民拜为YYDS(永远滴神)的新能源汽车,肯定被第一个推上前台。</p>\n<p>根据中汽协发布的2021年7月汽车产销数据,7月单月国内市场新能源汽车渗透率接近15%。</p>\n<p>典型的产业爆发期。</p>\n<p><b>不过,虽然行业持续高景气,相关公司的股价表现也格外给力,但以蔚来、小鹏、理想为首的一线车企其实压力山大。</b></p>\n<p>在《晚点Late Post》一篇关于<a href=\"https://laohu8.com/S/LI\">理想汽车</a>的报道中,提到理想汽车内部的一个观点,中国<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动车市场,将在 2025 年出现拐点;那时,整个市场的规模将达到 800 万台。而淘汰赛也将在那时开始,只有至少占据 20% 的市场份额,即 160 万台,才有机会拿到下一场比赛的入场券。</p>\n<p>作为新能源赛道的最亮的三颗星,“蔚小理”谁最有希望拿到下半场入场门票?本篇结合各家中报业绩以及8月经营数据,为各位做个梳理。</p>\n<p><b>你追我赶,三驾马车唯恐掉队</b></p>\n<p>身处高增长的行业,即便领先,也决不能掉以轻心。</p>\n<p>这个道理并不复杂。假设A公司拥有50%的市场份额,但如果市场每年100%增长,A公司却不思进取停滞不前,那么,一年以后A公司的份额就立即跌去一半。</p>\n<p><b>如今的“蔚小理”正处于这种你追我赶,唯恐掉队的阶段。</b></p>\n<p>有了产业趋势的加持,三家企业的半年报均保持了三位数的高增长,但收入体量和收入增速差别较大。</p>\n<p>体量从大到小依次为蔚来、理想、小鹏,蔚来暂时以164亿的营业收入遥遥领先。但如果将收入增速排序,顺序则变成了小鹏、理想、蔚来。</p>\n<p><img src=\"https://static.tigerbbs.com/40139c9d913e143b89a445eee380f7d6\" tg-width=\"1080\" tg-height=\"259\" referrerpolicy=\"no-referrer\"></p>\n<p><b>相比半年报,更具参考价值的交付量则是另一番景象。</b>今年8月,除了理想环比还在增长,蔚来、小鹏交付量相比7月均出现下滑。其中,蔚来下滑最严重,从7月的7931台暴跌26%,至5880台,在7月交付量中错失“冠军宝座”后,再次败北。理想汽车8月交付量为9433辆,坐稳造车新势力“三强”首位。</p>\n<p>按照交付量数据,新的座次变成了理想、小鹏、蔚来,“蔚小理”变成了“理小蔚”。</p>\n<p><img src=\"https://static.tigerbbs.com/66fd8a1dfd0c007e83ea79f3e6e14f5e\" tg-width=\"1080\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p>\n<p>对此,蔚来的解释是,马来西亚和南京疫情,使得蔚来个别零部件供应受限,特别是ES6和EC6生产端严重受限,影响了8月交付量。</p>\n<p>马来西亚是车规级芯片的重要封装集中地,知名大厂如<a href=\"https://laohu8.com/S/STM\">意法半导体</a>、<a href=\"https://laohu8.com/S/0KED.UK\">英飞凌</a>、<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>等大厂均在此设有工厂,然而今年6月以来,马来西亚疫情持续加剧,严重压制了各大厂的芯片生产,进而拉长了车厂交付周期。</p>\n<p>小鹏也提到了疫情的影响,但也强调由于8月处于G3到G3i的切换阶段,老款G3仅有约1000辆交付量,因此8月总交付量环比略有下降。改款车型G3i在9月即将进入规模交付阶段,下月交付有望迎来新高。</p>\n<p><b>同受疫情干扰,理想的表现则稍好。</b></p>\n<p>一方面,今年5月25日2021款理想ONE的上市。理想官方曾透露,新款产品上市后,单日订单较老款车型同期呈倍数增长。</p>\n<p>另一方面,在“缺芯”的背景下,理想提前进行了备货。</p>\n<p>手中有“芯”,心中不慌。根据中报,理想的预付账款(给上游供应商的货款)较2020年底增长了70%。同期,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>则预付账款增长了28%,蔚来预付却下滑了5%。</p>\n<p><b>可以看出,关键事件节点的重要决策,将成为拉开差距的关键。</b></p>\n<p>毛利率方面,随着产能持续爬坡,营业成本下降,各汽车厂家毛利率最近几个季度总体回升。</p>\n<p>如下图所示,如今各家车企毛利均已转正,这意味着三家车企暂时告别了所谓“卖一辆亏一辆”的尴尬局面。</p>\n<p><img src=\"https://static.tigerbbs.com/dd5ddbb11a2a8695c63b1d3a77a8f65a\" tg-width=\"1080\" tg-height=\"547\" referrerpolicy=\"no-referrer\"></p>\n<p>数据上,理想和蔚来的毛利相差不大,分别为18.91%、18.63%。单价较低的小鹏汽车第二季度毛利率则为11.9%,和前两者仍有差距。</p>\n<p><b>从趋势来看,除了小鹏,蔚来二季度毛利环比一季度有所下滑,理想毛利则没有突破去年3季度的毛利高点。</b></p>\n<p>毛利率是企业盈利能力的关键指标,它表示每产生1元收入扣除销售成本后,有多少钱可以用于各项支付经营期各项费用形成盈利。</p>\n<p>毛利回升不够强劲,表明行业竞争比较激烈。</p>\n<p><b>列强环伺,研发营销重金投入</b></p>\n<p>当前的新能源汽车战场,汇集了三股力量。</p>\n<p>一是以<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、蔚来、小鹏、理想为代表的,有先发优势的造车新势力;二是跑步进场的新科技企业,如小米集团、百度、华为、富士康, 以及潜在可能入局的苹果等;三是杀入新能源战场的传统车企。</p>\n<p><img src=\"https://static.tigerbbs.com/44ab23f7ae27d1bb02aa129d118329c3\" tg-width=\"1080\" tg-height=\"668\" referrerpolicy=\"no-referrer\"></p>\n<p>这些新旧造车势力,每一个都是“狠角色”,这意味着“蔚小理”丝毫不能松懈,需要在营销和研发上持续做投入。</p>\n<p>反应到财报数据上,尽管三家企业毛利都已转正,且营收保持三位数的高速增长,但仍未盈利。</p>\n<p>根据财报,蔚来、小鹏、理想今年半年报的净亏损分别为55.34亿元、19.81亿元、5.95亿元。</p>\n<p><b>亏损背后,是不得不支出的巨额费用。</b></p>\n<p>先来看研发费用。截止半年报,蔚来、小鹏、理想研发费用分别为15.71亿元、13.99亿元、11.68亿元,占销售收入的比重分别为9.8%、20.84%、13.56%,<b>仅此一项,便侵蚀大量毛利。</b></p>\n<p>即便如此,国内车企没有任何理由对研发懈怠,<b>因为隔壁特斯拉半年报研发费用高达80亿人民币,是“蔚小理”三家企业研发投入总和的几乎两倍。</b></p>\n<p><img src=\"https://static.tigerbbs.com/0976f4ec70182a72d040d207763ed2f7\" tg-width=\"1080\" tg-height=\"369\" referrerpolicy=\"no-referrer\"></p>\n<p>再来看比例更高的销售和管理费用。截止半年报,蔚来、小鹏、理想的销售+管理费用分别为26.95亿元、17.52亿元、13.16亿元,占比销售收入的比重分别为16.81%、26.10%、15.28%。<b>已经和毛利率基本持平,所以想不亏很难。</b></p>\n<p>截止6月底,蔚来在中国128个城市铺设了25个未来中心和243个蔚来空间;小鹏则在74个城市建立了200个门店和64个服务中心;理想的渠道规模不及小鹏,截至8月11日,理想共有110家零售中心,覆盖67个城市。</p>\n<p>根据规划,三家企业销售网络还将扩张,蔚来计划在年内建成超过总数300家的蔚来中心和蔚来空间;小鹏将总销售网点的铺设目标从300家,抬升到350家;理想则希望在年底前在全国布局200家直营店。</p>\n<p><b>除了不断投入研发和渠道,激烈竞争下,各家都放松了销售政策。</b>我们可以从企业应收账款周转次数做观察。</p>\n<p>应收账款,简单理解就是客户打的“白条”。应收账款周转次数指的是,在一定时期内企业从卖出商品到收回资金的平均次数,周转的次数越高,说明收回资金的平均时间越短。</p>\n<p><img src=\"https://static.tigerbbs.com/3cb60773830c9958a83d5eed71776994\" tg-width=\"1080\" tg-height=\"547\" referrerpolicy=\"no-referrer\"></p>\n<p>如上图所示,自2020年以来,几大造车新势力的应收账款周转率总体呈下滑趋势,<b>表明车企为了抢占市场份额,放宽了销售政策。</b></p>\n<p>比如今年3月,理想汽车就举办了一次促销,推出「首付一半、两年免息」的金融方案。这个方案相当于为用户贴了 2 年利息。此外,促销海报上的截止日期是 3 月,但活动一直持续到了 4 月。</p>\n<p><b>殊途同归,从大不同到大融合</b></p>\n<p>虽然市场喜欢将“蔚小理”放到一起讨论,但从初期的战略决策来看,三家企业走得路其实大不一样。</p>\n<p>蔚来对标的是早期特斯拉,切入30-50万豪华车市场;小鹏以15万的G3起步;理想则走的是增程路线,这种车型可在电池电量耗尽又不能充电时,由增程装置(发动机)用汽油发电行驶,缓解用户的里程焦虑。</p>\n<p><b>经过几年的发展,曾经交集不大的三家车企,如今却有合流的趋势。</b>比如蔚来学特斯拉开始做下沉市场;小鹏尝试推高端产品;理想则希望尽快推出纯电动产品。</p>\n<p>在8月中旬的财报电话会议中,李斌明确表态,蔚来已建立了核心团队,将以一个新品牌准备进军大众市场。</p>\n<p>小鹏汽车董事长何小鹏则表示,为覆盖更多客户群,小鹏汽车的售价覆盖区间将扩展为15-40万元。</p>\n<p>对于理想而言,则要直面尽快造出纯电动车的问题,因为政策面针对增程式汽车已经开始不利。</p>\n<p>今年2月,上海出台《上海市鼓励购买和使用新能源汽车实施办法》,文件明确自2023年1月1日起,不再对购买或受让插电混动汽车的情况,发放专用牌照额度。北京车主面临的规定更严格,没有补贴,车主需要拥有燃油车指标才能购车。</p>\n<p>理想在港股说明书中谈到,首款纯电车型将在2023年推出,并且此后每年将推出两款纯电车型。</p>\n<p><b>三家车企殊途同归,其实顺应了商业规律。</b></p>\n<p>哈佛已故商学院教授克里斯坦森在其著名的《创新者的窘境》中曾提到,在技术和市场组合里,有一个非常神奇的力量,叫<b>右上角迁移力</b>。这种力量指的是,技术进步的速度会超过市场需要的速度,产生性能过剩效应。</p>\n<p>比如,今天汽车的时速可以达到450公里每小时,但实际上人们对于汽车速度的追求是缓慢的,而且受限于交通法规,受限于人们驾驭汽车的能力,我们最多接受的范围也就在60到140之间,就不再会变化了。时速450和时速140之间的差距,就是所谓性能过度。</p>\n<p><img src=\"https://static.tigerbbs.com/f2346e38cd7d808d01b81b3b69a4d0d4\" tg-width=\"1078\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p>\n<p><b>性能过度,使得一些初创企业有可乘之机,最终有可能会导致巨头地位被威胁。</b></p>\n<p>比如淘宝天猫化,虽然带来了更好的体验(向右上角迁移),但也给<a href=\"https://laohu8.com/S/PDD\">拼多多</a>的崛起留下空间,后者对整个电商形成挑战。</p>\n<p>所以对于初创企业来讲,<b>一个比较好的策略是从低端领域切入,避开和场内大玩家的直接竞争,进而苦练内功提升产品和服务品质</b>,等待时机超越原巨头;</p>\n<p>对于在位企业而言,则需要时时关注下沉市场,防止对手在下沉市场站稳脚跟进而对自己形成颠覆。</p>\n<p><b>回到这场注定激烈的新能源汽车卡位战。</b>特斯拉、蔚来参与中低端市场,一方面开辟了新市场,另一方面可以压制下沉市场企业,压制其向高端的右上角迁移。</p>\n<p>对于小鹏来讲,则是反过来,试图走一条低端颠覆的路径,从下向上攻击;对于理想而言,则需要结合当下竞争局势找准新定位,尽快造出电动车,加入竞争。</p>\n<p><b>但不管怎么说,任何成功的商业策略,都是真正满足了用户需求、成就了用户的策略。</b></p>\n<p>正如吴伯凡在克里斯坦森《创新者的任务》中文序言中所写:</p>\n<p>即使是过度竞争的市场,也不缺少用户需求,缺少的是发现客户隐秘需求的意愿和能力。<b>如果我们能像父母对孩子一样揣摩用户需要达成的目标,像医生一样从表面的症候解读出用户自己都不知道的任务,</b>企业就会创造出一个前所未有的市场空间,并获得惊人的成长。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d281c12a7c3aeeb5682820aaf6c2849b","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142882060","content_text":"作为未来10年发展最快的赛道之一,新能源汽车被赋予了太多关注和期望。然而,赛道越热,竞争也越激烈,领先者稍不留神就可能被超越。8月份数据显示,在造车新势力中长期领跑的蔚来交付量下滑严重,跌出前三。唯一保持增长的理想坐稳第一,“蔚小理”有成“理小蔚”的趋势。\n\n有关如何选投资赛道?如何找准创业时机?著名投资人朱啸虎曾提到过一个关键指标:市场渗透率。\n朱啸虎认为,市场渗透率要是到了20%,做什么都能事半功倍;投资人要在渗透率到15%时进场布局;创业者则最好在渗透率达到5%到10%的时候开始招兵买马。\n所谓渗透率,简单理解就是产品或服务在市场上的覆盖程度。根据传播领域的创新扩散模型,10%-25%左右的渗透率,往往是新事物加速扩散的起点,产业也因此爆发。\n\n而要论当下哪个赛道符合上述规律?被股民拜为YYDS(永远滴神)的新能源汽车,肯定被第一个推上前台。\n根据中汽协发布的2021年7月汽车产销数据,7月单月国内市场新能源汽车渗透率接近15%。\n典型的产业爆发期。\n不过,虽然行业持续高景气,相关公司的股价表现也格外给力,但以蔚来、小鹏、理想为首的一线车企其实压力山大。\n在《晚点Late Post》一篇关于理想汽车的报道中,提到理想汽车内部的一个观点,中国智能电动车市场,将在 2025 年出现拐点;那时,整个市场的规模将达到 800 万台。而淘汰赛也将在那时开始,只有至少占据 20% 的市场份额,即 160 万台,才有机会拿到下一场比赛的入场券。\n作为新能源赛道的最亮的三颗星,“蔚小理”谁最有希望拿到下半场入场门票?本篇结合各家中报业绩以及8月经营数据,为各位做个梳理。\n你追我赶,三驾马车唯恐掉队\n身处高增长的行业,即便领先,也决不能掉以轻心。\n这个道理并不复杂。假设A公司拥有50%的市场份额,但如果市场每年100%增长,A公司却不思进取停滞不前,那么,一年以后A公司的份额就立即跌去一半。\n如今的“蔚小理”正处于这种你追我赶,唯恐掉队的阶段。\n有了产业趋势的加持,三家企业的半年报均保持了三位数的高增长,但收入体量和收入增速差别较大。\n体量从大到小依次为蔚来、理想、小鹏,蔚来暂时以164亿的营业收入遥遥领先。但如果将收入增速排序,顺序则变成了小鹏、理想、蔚来。\n\n相比半年报,更具参考价值的交付量则是另一番景象。今年8月,除了理想环比还在增长,蔚来、小鹏交付量相比7月均出现下滑。其中,蔚来下滑最严重,从7月的7931台暴跌26%,至5880台,在7月交付量中错失“冠军宝座”后,再次败北。理想汽车8月交付量为9433辆,坐稳造车新势力“三强”首位。\n按照交付量数据,新的座次变成了理想、小鹏、蔚来,“蔚小理”变成了“理小蔚”。\n\n对此,蔚来的解释是,马来西亚和南京疫情,使得蔚来个别零部件供应受限,特别是ES6和EC6生产端严重受限,影响了8月交付量。\n马来西亚是车规级芯片的重要封装集中地,知名大厂如意法半导体、英飞凌、恩智浦等大厂均在此设有工厂,然而今年6月以来,马来西亚疫情持续加剧,严重压制了各大厂的芯片生产,进而拉长了车厂交付周期。\n小鹏也提到了疫情的影响,但也强调由于8月处于G3到G3i的切换阶段,老款G3仅有约1000辆交付量,因此8月总交付量环比略有下降。改款车型G3i在9月即将进入规模交付阶段,下月交付有望迎来新高。\n同受疫情干扰,理想的表现则稍好。\n一方面,今年5月25日2021款理想ONE的上市。理想官方曾透露,新款产品上市后,单日订单较老款车型同期呈倍数增长。\n另一方面,在“缺芯”的背景下,理想提前进行了备货。\n手中有“芯”,心中不慌。根据中报,理想的预付账款(给上游供应商的货款)较2020年底增长了70%。同期,小鹏汽车则预付账款增长了28%,蔚来预付却下滑了5%。\n可以看出,关键事件节点的重要决策,将成为拉开差距的关键。\n毛利率方面,随着产能持续爬坡,营业成本下降,各汽车厂家毛利率最近几个季度总体回升。\n如下图所示,如今各家车企毛利均已转正,这意味着三家车企暂时告别了所谓“卖一辆亏一辆”的尴尬局面。\n\n数据上,理想和蔚来的毛利相差不大,分别为18.91%、18.63%。单价较低的小鹏汽车第二季度毛利率则为11.9%,和前两者仍有差距。\n从趋势来看,除了小鹏,蔚来二季度毛利环比一季度有所下滑,理想毛利则没有突破去年3季度的毛利高点。\n毛利率是企业盈利能力的关键指标,它表示每产生1元收入扣除销售成本后,有多少钱可以用于各项支付经营期各项费用形成盈利。\n毛利回升不够强劲,表明行业竞争比较激烈。\n列强环伺,研发营销重金投入\n当前的新能源汽车战场,汇集了三股力量。\n一是以特斯拉、蔚来、小鹏、理想为代表的,有先发优势的造车新势力;二是跑步进场的新科技企业,如小米集团、百度、华为、富士康, 以及潜在可能入局的苹果等;三是杀入新能源战场的传统车企。\n\n这些新旧造车势力,每一个都是“狠角色”,这意味着“蔚小理”丝毫不能松懈,需要在营销和研发上持续做投入。\n反应到财报数据上,尽管三家企业毛利都已转正,且营收保持三位数的高速增长,但仍未盈利。\n根据财报,蔚来、小鹏、理想今年半年报的净亏损分别为55.34亿元、19.81亿元、5.95亿元。\n亏损背后,是不得不支出的巨额费用。\n先来看研发费用。截止半年报,蔚来、小鹏、理想研发费用分别为15.71亿元、13.99亿元、11.68亿元,占销售收入的比重分别为9.8%、20.84%、13.56%,仅此一项,便侵蚀大量毛利。\n即便如此,国内车企没有任何理由对研发懈怠,因为隔壁特斯拉半年报研发费用高达80亿人民币,是“蔚小理”三家企业研发投入总和的几乎两倍。\n\n再来看比例更高的销售和管理费用。截止半年报,蔚来、小鹏、理想的销售+管理费用分别为26.95亿元、17.52亿元、13.16亿元,占比销售收入的比重分别为16.81%、26.10%、15.28%。已经和毛利率基本持平,所以想不亏很难。\n截止6月底,蔚来在中国128个城市铺设了25个未来中心和243个蔚来空间;小鹏则在74个城市建立了200个门店和64个服务中心;理想的渠道规模不及小鹏,截至8月11日,理想共有110家零售中心,覆盖67个城市。\n根据规划,三家企业销售网络还将扩张,蔚来计划在年内建成超过总数300家的蔚来中心和蔚来空间;小鹏将总销售网点的铺设目标从300家,抬升到350家;理想则希望在年底前在全国布局200家直营店。\n除了不断投入研发和渠道,激烈竞争下,各家都放松了销售政策。我们可以从企业应收账款周转次数做观察。\n应收账款,简单理解就是客户打的“白条”。应收账款周转次数指的是,在一定时期内企业从卖出商品到收回资金的平均次数,周转的次数越高,说明收回资金的平均时间越短。\n\n如上图所示,自2020年以来,几大造车新势力的应收账款周转率总体呈下滑趋势,表明车企为了抢占市场份额,放宽了销售政策。\n比如今年3月,理想汽车就举办了一次促销,推出「首付一半、两年免息」的金融方案。这个方案相当于为用户贴了 2 年利息。此外,促销海报上的截止日期是 3 月,但活动一直持续到了 4 月。\n殊途同归,从大不同到大融合\n虽然市场喜欢将“蔚小理”放到一起讨论,但从初期的战略决策来看,三家企业走得路其实大不一样。\n蔚来对标的是早期特斯拉,切入30-50万豪华车市场;小鹏以15万的G3起步;理想则走的是增程路线,这种车型可在电池电量耗尽又不能充电时,由增程装置(发动机)用汽油发电行驶,缓解用户的里程焦虑。\n经过几年的发展,曾经交集不大的三家车企,如今却有合流的趋势。比如蔚来学特斯拉开始做下沉市场;小鹏尝试推高端产品;理想则希望尽快推出纯电动产品。\n在8月中旬的财报电话会议中,李斌明确表态,蔚来已建立了核心团队,将以一个新品牌准备进军大众市场。\n小鹏汽车董事长何小鹏则表示,为覆盖更多客户群,小鹏汽车的售价覆盖区间将扩展为15-40万元。\n对于理想而言,则要直面尽快造出纯电动车的问题,因为政策面针对增程式汽车已经开始不利。\n今年2月,上海出台《上海市鼓励购买和使用新能源汽车实施办法》,文件明确自2023年1月1日起,不再对购买或受让插电混动汽车的情况,发放专用牌照额度。北京车主面临的规定更严格,没有补贴,车主需要拥有燃油车指标才能购车。\n理想在港股说明书中谈到,首款纯电车型将在2023年推出,并且此后每年将推出两款纯电车型。\n三家车企殊途同归,其实顺应了商业规律。\n哈佛已故商学院教授克里斯坦森在其著名的《创新者的窘境》中曾提到,在技术和市场组合里,有一个非常神奇的力量,叫右上角迁移力。这种力量指的是,技术进步的速度会超过市场需要的速度,产生性能过剩效应。\n比如,今天汽车的时速可以达到450公里每小时,但实际上人们对于汽车速度的追求是缓慢的,而且受限于交通法规,受限于人们驾驭汽车的能力,我们最多接受的范围也就在60到140之间,就不再会变化了。时速450和时速140之间的差距,就是所谓性能过度。\n\n性能过度,使得一些初创企业有可乘之机,最终有可能会导致巨头地位被威胁。\n比如淘宝天猫化,虽然带来了更好的体验(向右上角迁移),但也给拼多多的崛起留下空间,后者对整个电商形成挑战。\n所以对于初创企业来讲,一个比较好的策略是从低端领域切入,避开和场内大玩家的直接竞争,进而苦练内功提升产品和服务品质,等待时机超越原巨头;\n对于在位企业而言,则需要时时关注下沉市场,防止对手在下沉市场站稳脚跟进而对自己形成颠覆。\n回到这场注定激烈的新能源汽车卡位战。特斯拉、蔚来参与中低端市场,一方面开辟了新市场,另一方面可以压制下沉市场企业,压制其向高端的右上角迁移。\n对于小鹏来讲,则是反过来,试图走一条低端颠覆的路径,从下向上攻击;对于理想而言,则需要结合当下竞争局势找准新定位,尽快造出电动车,加入竞争。\n但不管怎么说,任何成功的商业策略,都是真正满足了用户需求、成就了用户的策略。\n正如吴伯凡在克里斯坦森《创新者的任务》中文序言中所写:\n即使是过度竞争的市场,也不缺少用户需求,缺少的是发现客户隐秘需求的意愿和能力。如果我们能像父母对孩子一样揣摩用户需要达成的目标,像医生一样从表面的症候解读出用户自己都不知道的任务,企业就会创造出一个前所未有的市场空间,并获得惊人的成长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310683870,"gmtCreate":1611323226790,"gmtModify":1703749708273,"author":{"id":"3557706871536926","authorId":"3557706871536926","name":"Captaingu","avatar":"https://static.tigerbbs.com/776e1ef9329567f66c292ad94d795032","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557706871536926","authorIdStr":"3557706871536926"},"themes":[],"htmlText":"这就给它目标价80美元好像没有任何关联吧?的确有点牵强,反正说话又不要负责任的,我就是想这个股票涨是吧,是不是这个日本的证券公司买了很多蔚来的股票,想高位套现啊?","listText":"这就给它目标价80美元好像没有任何关联吧?的确有点牵强,反正说话又不要负责任的,我就是想这个股票涨是吧,是不是这个日本的证券公司买了很多蔚来的股票,想高位套现啊?","text":"这就给它目标价80美元好像没有任何关联吧?的确有点牵强,反正说话又不要负责任的,我就是想这个股票涨是吧,是不是这个日本的证券公司买了很多蔚来的股票,想高位套现啊?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310683870","repostId":"1125735818","repostType":2,"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608363340,"gmtCreate":1638628982635,"gmtModify":1638628982635,"author":{"id":"3557706871536926","authorId":"3557706871536926","name":"Captaingu","avatar":"https://static.tigerbbs.com/776e1ef9329567f66c292ad94d795032","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557706871536926","authorIdStr":"3557706871536926"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02279\">$雍禾医疗(02279)$</a>植发只能治标不治本,会把周围的毛囊移植过来,但是经常会不成功,移植过来的毛囊也就能保持3-5年,3-5年之后会更加凸,只能成光头。","listText":"<a href=\"https://laohu8.com/S/02279\">$雍禾医疗(02279)$</a>植发只能治标不治本,会把周围的毛囊移植过来,但是经常会不成功,移植过来的毛囊也就能保持3-5年,3-5年之后会更加凸,只能成光头。","text":"$雍禾医疗(02279)$植发只能治标不治本,会把周围的毛囊移植过来,但是经常会不成功,移植过来的毛囊也就能保持3-5年,3-5年之后会更加凸,只能成光头。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/608363340","isVote":1,"tweetType":1,"viewCount":2309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316535084,"gmtCreate":1611936767848,"gmtModify":1703756802478,"author":{"id":"3557706871536926","authorId":"3557706871536926","name":"Captaingu","avatar":"https://static.tigerbbs.com/776e1ef9329567f66c292ad94d795032","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557706871536926","authorIdStr":"3557706871536926"},"themes":[],"htmlText":"争口气!一定要把机构干倒,啥也不说,就一个字,干!","listText":"争口气!一定要把机构干倒,啥也不说,就一个字,干!","text":"争口气!一定要把机构干倒,啥也不说,就一个字,干!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/316535084","repostId":"1111343117","repostType":2,"repost":{"id":"1111343117","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":1611935882,"share":"https://www.laohu8.com/m/news/1111343117?lang=&edition=full","pubTime":"2021-01-29 23:58","market":"us","language":"zh","title":"今年以来游戏驿站看空者损失197.5亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1111343117","media":"老虎资讯综合","summary":"金融数据公司S3 Partners数据显示,按市值计价,今年迄今为止游戏驿站看空者的损失为197.5亿美元,游戏驿站空头头寸规模112亿美元,仅次于特斯拉和苹果,位列第三。过去7天,游戏驿站空头头寸下","content":"<p>金融数据公司S3 Partners数据显示,按市值计价,今年迄今为止<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>看空者的损失为197.5亿美元,游戏驿站空头头寸规模112亿美元,仅次于特斯拉和苹果,位列第三。过去7天,游戏驿站空头头寸下降了8%,至5783万股。</p><p><img src=\"https://static.tigerbbs.com/d2277924146bc8160bbe96674fdf1278\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>今年以来游戏驿站看空者损失197.5亿美元</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今年以来游戏驿站看空者损失197.5亿美元\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\">2021-01-29 23:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>金融数据公司S3 Partners数据显示,按市值计价,今年迄今为止<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>看空者的损失为197.5亿美元,游戏驿站空头头寸规模112亿美元,仅次于特斯拉和苹果,位列第三。过去7天,游戏驿站空头头寸下降了8%,至5783万股。</p><p><img src=\"https://static.tigerbbs.com/d2277924146bc8160bbe96674fdf1278\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b1fdaab121d904fee30d8fe32e39819a","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111343117","content_text":"金融数据公司S3 Partners数据显示,按市值计价,今年迄今为止游戏驿站看空者的损失为197.5亿美元,游戏驿站空头头寸规模112亿美元,仅次于特斯拉和苹果,位列第三。过去7天,游戏驿站空头头寸下降了8%,至5783万股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549413686001459","authorId":"3549413686001459","name":"我的新昵称呢","avatar":"https://static.tigerbbs.com/7edb8531d256fc9e76be7bbfd1628886","crmLevel":5,"crmLevelSwitch":0,"idStr":"3549413686001459","authorIdStr":"3549413686001459"},"content":"机构干倒,引发机构抛售其他股票,大盘恐慌下跌,再来次去年年初的崩盘,然后我等小散趁机捡便宜筹码,美联储不得不拉,盈利翻翻,岂不美滋滋~","text":"机构干倒,引发机构抛售其他股票,大盘恐慌下跌,再来次去年年初的崩盘,然后我等小散趁机捡便宜筹码,美联储不得不拉,盈利翻翻,岂不美滋滋~","html":"机构干倒,引发机构抛售其他股票,大盘恐慌下跌,再来次去年年初的崩盘,然后我等小散趁机捡便宜筹码,美联储不得不拉,盈利翻翻,岂不美滋滋~"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829629708,"gmtCreate":1633501533336,"gmtModify":1633501533336,"author":{"id":"3557706871536926","authorId":"3557706871536926","name":"Captaingu","avatar":"https://static.tigerbbs.com/776e1ef9329567f66c292ad94d795032","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557706871536926","authorIdStr":"3557706871536926"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00708\">$恒大汽车(00708)$</a>清仓!","listText":"<a href=\"https://laohu8.com/S/00708\">$恒大汽车(00708)$</a>清仓!","text":"$恒大汽车(00708)$清仓!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829629708","isVote":1,"tweetType":1,"viewCount":1673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889354609,"gmtCreate":1631111168701,"gmtModify":1631111168701,"author":{"id":"3557706871536926","authorId":"3557706871536926","name":"Captaingu","avatar":"https://static.tigerbbs.com/776e1ef9329567f66c292ad94d795032","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557706871536926","authorIdStr":"3557706871536926"},"themes":[],"htmlText":"这个财报不出来市场不敢做多啊,其实我觉得这个财报有没有都不重要。因为它是在上升期,一时财报好不好看对公司的发展没有什么影响。能不能下次财报早点出来呢,Q2财报应该7月份就出来了。希望Q3财报在10月份出来。","listText":"这个财报不出来市场不敢做多啊,其实我觉得这个财报有没有都不重要。因为它是在上升期,一时财报好不好看对公司的发展没有什么影响。能不能下次财报早点出来呢,Q2财报应该7月份就出来了。希望Q3财报在10月份出来。","text":"这个财报不出来市场不敢做多啊,其实我觉得这个财报有没有都不重要。因为它是在上升期,一时财报好不好看对公司的发展没有什么影响。能不能下次财报早点出来呢,Q2财报应该7月份就出来了。希望Q3财报在10月份出来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889354609","repostId":"1157282403","repostType":2,"isVote":1,"tweetType":1,"viewCount":1859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":880750983,"gmtCreate":1631085582342,"gmtModify":1631085582342,"author":{"id":"3557706871536926","authorId":"3557706871536926","name":"Captaingu","avatar":"https://static.tigerbbs.com/776e1ef9329567f66c292ad94d795032","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557706871536926","authorIdStr":"3557706871536926"},"themes":[],"htmlText":"我感觉它不是来卖车的,就是在股市上割韭菜的,毕竟这样来钱快啊。反正自己也没工厂,都是代工,说关门就关门","listText":"我感觉它不是来卖车的,就是在股市上割韭菜的,毕竟这样来钱快啊。反正自己也没工厂,都是代工,说关门就关门","text":"我感觉它不是来卖车的,就是在股市上割韭菜的,毕竟这样来钱快啊。反正自己也没工厂,都是代工,说关门就关门","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880750983","repostId":"1114850169","repostType":2,"repost":{"id":"1114850169","pubTimestamp":1631065201,"share":"https://www.laohu8.com/m/news/1114850169?lang=&edition=full","pubTime":"2021-09-08 09:40","market":"us","language":"zh","title":"蔚来拟增发至多20亿美元股票,盘后跌超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114850169","media":"凤凰网科技","summary":"凤凰网科技讯 北京时间9月8日消息,在工信部副部长辛国斌发言拉动下,星期二早盘蔚来股价一度摸高41.86美元,截至收盘上涨0.22美元,涨幅为0.54%,报收于40.59美元。只是,公布增发20亿美元","content":"<p>凤凰网科技讯 北京时间9月8日消息,在工信部副部长辛国斌发言拉动下,星期二早盘<a href=\"https://laohu8.com/S/NIO\">蔚来</a>股价一度摸高41.86美元,截至收盘上涨0.22美元,涨幅为0.54%,报收于40.59美元。只是,公布增发20亿美元美国存托股后,蔚来股价跌幅一度超过3%。<img src=\"https://static.tigerbbs.com/f5793492040421f1dd8556199613002b\" tg-width=\"711\" tg-height=\"532\" referrerpolicy=\"no-referrer\"></p>\n<p>蔚来向美国证券交易委员会提交招股说明书,计划按市价增发价值至多20亿美元美国存托股。根据40.59美元的收盘价计算,蔚来将增发至多约5000万股美国存托股。蔚来称增发股票募集的资金将用于一般企业用途和强化资产负债表。</p>\n<p>继数个月前以每股17美元的价格出售8850万股股票后,蔚来去年末以39美元的价格出售6800万股股票,融资26.5亿美元。由于投资者兴趣高涨,除蔚来外,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>和<a href=\"https://laohu8.com/S/LI\">理想汽车</a>等电动汽车厂商也纷纷增发融资。</p>","source":"ifeng_highlight","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>蔚来拟增发至多20亿美元股票,盘后跌超3%</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; 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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蔚来拟增发至多20亿美元股票,盘后跌超3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-08 09:40 北京时间 <a href=https://i.ifeng.com/c/89MRVIm5AHe><strong>凤凰网科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凤凰网科技讯 北京时间9月8日消息,在工信部副部长辛国斌发言拉动下,星期二早盘蔚来股价一度摸高41.86美元,截至收盘上涨0.22美元,涨幅为0.54%,报收于40.59美元。只是,公布增发20亿美元美国存托股后,蔚来股价跌幅一度超过3%。\n蔚来向美国证券交易委员会提交招股说明书,计划按市价增发价值至多20亿美元美国存托股。根据40.59美元的收盘价计算,蔚来将增发至多约5000万股美国存托股。...</p>\n\n<a href=\"https://i.ifeng.com/c/89MRVIm5AHe\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"NIO":"蔚来"},"source_url":"https://i.ifeng.com/c/89MRVIm5AHe","is_english":false,"share_image_url":"https://static.laohu8.com/c960c7f4c0092beb709d7c2cf507bdee","article_id":"1114850169","content_text":"凤凰网科技讯 北京时间9月8日消息,在工信部副部长辛国斌发言拉动下,星期二早盘蔚来股价一度摸高41.86美元,截至收盘上涨0.22美元,涨幅为0.54%,报收于40.59美元。只是,公布增发20亿美元美国存托股后,蔚来股价跌幅一度超过3%。\n蔚来向美国证券交易委员会提交招股说明书,计划按市价增发价值至多20亿美元美国存托股。根据40.59美元的收盘价计算,蔚来将增发至多约5000万股美国存托股。蔚来称增发股票募集的资金将用于一般企业用途和强化资产负债表。\n继数个月前以每股17美元的价格出售8850万股股票后,蔚来去年末以39美元的价格出售6800万股股票,融资26.5亿美元。由于投资者兴趣高涨,除蔚来外,特斯拉、小鹏汽车和理想汽车等电动汽车厂商也纷纷增发融资。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":880722777,"gmtCreate":1631085417499,"gmtModify":1631085417499,"author":{"id":"3557706871536926","authorId":"3557706871536926","name":"Captaingu","avatar":"https://static.tigerbbs.com/776e1ef9329567f66c292ad94d795032","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557706871536926","authorIdStr":"3557706871536926"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>我感觉它不是来卖车的,就是在股市上割韭菜的,毕竟这样来钱快啊。反正自己也没工厂,都是代工,说关门就关门","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>我感觉它不是来卖车的,就是在股市上割韭菜的,毕竟这样来钱快啊。反正自己也没工厂,都是代工,说关门就关门","text":"$蔚来(NIO)$我感觉它不是来卖车的,就是在股市上割韭菜的,毕竟这样来钱快啊。反正自己也没工厂,都是代工,说关门就关门","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880722777","isVote":1,"tweetType":1,"viewCount":1791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836872066,"gmtCreate":1629472468155,"gmtModify":1629472468155,"author":{"id":"3557706871536926","authorId":"3557706871536926","name":"Captaingu","avatar":"https://static.tigerbbs.com/776e1ef9329567f66c292ad94d795032","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557706871536926","authorIdStr":"3557706871536926"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>大家不要抄底,也不能做T,房产中介即将迎来最强监管,有票的赶紧卖掉,保住本金才是最重要的!","listText":"<a 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