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大连库里
2020-12-02
$蔚来(NIO)$
@理想汽车
蔚来的问题开始显现了,销量不错,产能跟不上,不是自己的工厂,理想单车型都会干蔚来一窝了!
大连库里
2022-06-14
$蔚来(NIO)$
车和股票都被理想吊打,卖车卖股票了,觉得我有点丢人了。
大连库里
2021-01-12
$蔚来(NIO)$
65走了,感谢特斯拉让我了解新能源车,也是特斯拉让我知道了蔚来的股票,持有一年多了,没想过会赚这么多,钱翻了几十倍,但是工作也没之前的热情了,车也带来不了太大的乐趣了!是好是坏谁知道呢,希望钱转回国内顺利吧!留下7万股理想,都赔了就认了,万一再创造个亿元神话呢!
@理想汽车
大连库里
2021-01-18
$蔚来(NIO)$
65几乎清仓,准备落袋为安,今天55肯定能买到,还有200万刀没有转回来,今天忍不住想再接回来!
大连库里
2021-04-27
蔚来咋就这么**,不能干点正事,把你那车提高点性价比吗。
抱歉,原内容已删除
大连库里
2020-10-15
$蔚来(NIO)$
今天冲高回落,今天走一下,下周再回来,感谢蔚来带来的准财务自由!
大连库里
2020-08-11
$蔚来(NIO)$
今晚策略15出,14买回!蔚来的车因为个人需求问题不会买,但是一直看好蔚来的股票,有人劝我赚了那么多别玩美股了,都卖了回国理财也够花了,但我还是舍不得蔚来,而且高抛低吸已经成本到9毛!今晚我的策略就是开盘出一半,涨的话再出,8毛钱价差就接回来!总觉得今天有这个机会
大连库里
2022-03-01
$小鹏汽车(XPEV)$
恭喜理想汽车市值超越小鹏,作为一个开盘拿到三万股理想股票的理想车主,说实话一直没把小鹏当成主要对手,毕竟10多万的车和30多的不在一个层级。
大连库里
2022-05-12
$蔚来(NIO)$
有没有66进场,现在还拿着的,蔚来的经营真的是一团糟,魏忠贤们看似维护蔚来,其实整体拉低了品牌形象,谁写的也不想买个车就是公公啊。
大连库里
2021-01-02
$理想汽车(LI)$
@蔚来_NIO
@小鹏汽车
还是理想最守约啊,每月都是2号出销量,蔚来,小鹏股票不开市就装哑巴了!
大连库里
2020-11-02
三款车可能干不过理想一款车
蔚来汽车10月交付车辆5055辆,同比增长100.1%
大连库里
2022-03-04
$蔚来(NIO)$
蔚来今天能看到18吗?
大连库里
2022-03-07
$蔚来(NIO)$
从66刀跌到18刀,速度还是可以的,车的品质还是要跟上啊,可惜蔚来不行了,今晚15能不能看到???
大连库里
2022-03-02
$蔚来(NIO)$
再这么跌下去,理想市值都要超过你了,最初你可是2.5个理想啊,咋说呢,资本市场是企业的真实体现,剩那200多亿融资都花完了,你了怎么办?
大连库里
2022-03-10
$蔚来(NIO)$
哎呀呀,蔚来挺好玩啊,以前只是车不行,现在股票也拉了,一败涂地。
大连库里
2020-08-25
$理想汽车(LI)$
$蔚来(NIO)$
理想吃肉,蔚来喝汤!这几天理想天天吃肉,蔚来也跟着喝着汤,本是同根生,相煎何太急!
大连库里
2022-12-29
$蔚来(NIO)$
@理想汽车
期待蔚来以后还有喊理想哥哥的机会,再这么拉开差距,理想快成爹了。
大连库里
2021-03-27
$蔚来(NIO)$
快电到30好不好,我给自己设定的目标就是30以后转做多,蔚来真是个好股票,趋势明显,做空赚得更多。
大连库里
2021-01-01
$小鹏汽车(XPEV)$
@蔚来_NIO
@理想汽车
各位猜猜12月三傻的销量冠军是谁啊?
大连库里
2022-03-03
$蔚来(NIO)$
哎呀呀,蔚来又拉跨了,李斌这货真不是好东西。
去老虎APP查看更多动态
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真有这么一天,蔚来叫理想哥哥的机会都有没啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/656217435","isVote":1,"tweetType":1,"viewCount":1368,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536087792510617","authorId":"3536087792510617","name":"美股探索者","avatar":"https://static.tigerbbs.com/befb0222d3d07a306ca13deefe4f89c2","crmLevel":3,"crmLevelSwitch":0,"idStr":"3536087792510617","authorIdStr":"3536087792510617"},"content":"骄傲自满的蔚来,付出多少代价","text":"骄傲自满的蔚来,付出多少代价","html":"骄傲自满的蔚来,付出多少代价"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621250361,"gmtCreate":1672326274754,"gmtModify":1672326275871,"author":{"id":"3558697965076724","authorId":"3558697965076724","name":"大连库里","avatar":"https://static.tigerbbs.com/230bffac875e48d43c073678deecd299","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558697965076724","authorIdStr":"3558697965076724"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$ </a><a href=\"https://laohu8.com/U/3567539496958876\">@蔚来 </a>我就说理想怎么能比蔚来市值还低,昨天果断卖了蔚来全买理想,今天收益不错,一会再换回去。","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$ </a><a href=\"https://laohu8.com/U/3567539496958876\">@蔚来 </a>我就说理想怎么能比蔚来市值还低,昨天果断卖了蔚来全买理想,今天收益不错,一会再换回去。","text":"$理想汽车-W(02015)$ @蔚来 我就说理想怎么能比蔚来市值还低,昨天果断卖了蔚来全买理想,今天收益不错,一会再换回去。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620698058","isVote":1,"tweetType":1,"viewCount":1466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667841446,"gmtCreate":1668728143985,"gmtModify":1668728144958,"author":{"id":"3558697965076724","authorId":"3558697965076724","name":"大连库里","avatar":"https://static.tigerbbs.com/230bffac875e48d43c073678deecd299","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558697965076724","authorIdStr":"3558697965076724"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>蔚来以后要叫理想大哥了,李斌做企业还是差点意思。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>蔚来以后要叫理想大哥了,李斌做企业还是差点意思。","text":"$蔚来(NIO)$ 蔚来以后要叫理想大哥了,李斌做企业还是差点意思。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667841446","isVote":1,"tweetType":1,"viewCount":3279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662216101,"gmtCreate":1666591044703,"gmtModify":1666591045807,"author":{"id":"3558697965076724","authorId":"3558697965076724","name":"大连库里","avatar":"https://static.tigerbbs.com/230bffac875e48d43c073678deecd299","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558697965076724","authorIdStr":"3558697965076724"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a>小鹏啥时2块钱,我也得进点<a href=\"https://laohu8.com/U/3567539496958876\">@蔚来</a><a href=\"https://laohu8.com/U/3560826587469606\">@理想汽车</a>","listText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a>小鹏啥时2块钱,我也得进点<a 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href=\"https://laohu8.com/U/3567539496958876\">@蔚来</a>理想再次超越了蔚来,我是理想和蔚来双品牌车主,今年的投资策略就是两家企业谁的市值高处20亿就卖掉谁,持有市值低的,今年一年换手两到三次,虽然没赚到,但也减少亏损70%,以后还会这个策略。","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a href=\"https://laohu8.com/U/3567539496958876\">@蔚来</a>理想再次超越了蔚来,我是理想和蔚来双品牌车主,今年的投资策略就是两家企业谁的市值高处20亿就卖掉谁,持有市值低的,今年一年换手两到三次,虽然没赚到,但也减少亏损70%,以后还会这个策略。","text":"$理想汽车(LI)$@蔚来理想再次超越了蔚来,我是理想和蔚来双品牌车主,今年的投资策略就是两家企业谁的市值高处20亿就卖掉谁,持有市值低的,今年一年换手两到三次,虽然没赚到,但也减少亏损70%,以后还会这个策略。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/662691580","isVote":1,"tweetType":1,"viewCount":3855,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501750755383732","authorId":"3501750755383732","name":"KOBE8","avatar":"https://static.tigerbbs.com/4434505d24c9583563152bf8f766b086","crmLevel":2,"crmLevelSwitch":0,"idStr":"3501750755383732","authorIdStr":"3501750755383732"},"content":"这两家都很可能倒闭","text":"这两家都很可能倒闭","html":"这两家都很可能倒闭"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685695236,"gmtCreate":1659597650431,"gmtModify":1659597650431,"author":{"id":"3558697965076724","authorId":"3558697965076724","name":"大连库里","avatar":"https://static.tigerbbs.com/230bffac875e48d43c073678deecd299","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558697965076724","authorIdStr":"3558697965076724"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>有一天蔚来的市值会是小鹏的两倍。","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>有一天蔚来的市值会是小鹏的两倍。","text":"$小鹏汽车(XPEV)$有一天蔚来的市值会是小鹏的两倍。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/685695236","isVote":1,"tweetType":1,"viewCount":2353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686170584,"gmtCreate":1658212876650,"gmtModify":1704869244655,"author":{"id":"3558697965076724","authorId":"3558697965076724","name":"大连库里","avatar":"https://static.tigerbbs.com/230bffac875e48d43c073678deecd299","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558697965076724","authorIdStr":"3558697965076724"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>理想大哥都快比我高了400多亿了,哎。。。。。。","listText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>理想大哥都快比我高了400多亿了,哎。。。。。。","text":"$蔚来-SW(09866)$理想大哥都快比我高了400多亿了,哎。。。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686170584","isVote":1,"tweetType":1,"viewCount":1461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":681768118,"gmtCreate":1657178973635,"gmtModify":1704866784119,"author":{"id":"3558697965076724","authorId":"3558697965076724","name":"大连库里","avatar":"https://static.tigerbbs.com/230bffac875e48d43c073678deecd299","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558697965076724","authorIdStr":"3558697965076724"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>理想以后永远是大哥,我蔚来服了,真的服了,真的不如您。","listText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>理想以后永远是大哥,我蔚来服了,真的服了,真的不如您。","text":"$蔚来-SW(09866)$理想以后永远是大哥,我蔚来服了,真的服了,真的不如您。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681768118","isVote":1,"tweetType":1,"viewCount":921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":681680419,"gmtCreate":1656942309034,"gmtModify":1704866076312,"author":{"id":"3558697965076724","authorId":"3558697965076724","name":"大连库里","avatar":"https://static.tigerbbs.com/230bffac875e48d43c073678deecd299","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558697965076724","authorIdStr":"3558697965076724"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>原来的老二,现在和第二都差了100亿的市值,这一年新能源玩家,得多少损种倒八辈子霉买了小鹏啊。","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>原来的老二,现在和第二都差了100亿的市值,这一年新能源玩家,得多少损种倒八辈子霉买了小鹏啊。","text":"$小鹏汽车(XPEV)$原来的老二,现在和第二都差了100亿的市值,这一年新能源玩家,得多少损种倒八辈子霉买了小鹏啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681680419","isVote":1,"tweetType":1,"viewCount":2198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683751639,"gmtCreate":1656516601523,"gmtModify":1704865102855,"author":{"id":"3558697965076724","authorId":"3558697965076724","name":"大连库里","avatar":"https://static.tigerbbs.com/230bffac875e48d43c073678deecd299","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558697965076724","authorIdStr":"3558697965076724"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a href=\"https://laohu8.com/U/3567539496958876\">@蔚来</a>理想目前大哥位置比较稳定,蔚来小弟弟加油跟着脚步,掉队了可就不管你了,一脚踹到粪坑里。","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a href=\"https://laohu8.com/U/3567539496958876\">@蔚来</a>理想目前大哥位置比较稳定,蔚来小弟弟加油跟着脚步,掉队了可就不管你了,一脚踹到粪坑里。","text":"$理想汽车(LI)$@蔚来理想目前大哥位置比较稳定,蔚来小弟弟加油跟着脚步,掉队了可就不管你了,一脚踹到粪坑里。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683751639","isVote":1,"tweetType":1,"viewCount":1438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683648921,"gmtCreate":1656321699066,"gmtModify":1704864435766,"author":{"id":"3558697965076724","authorId":"3558697965076724","name":"大连库里","avatar":"https://static.tigerbbs.com/230bffac875e48d43c073678deecd299","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558697965076724","authorIdStr":"3558697965076724"},"themes":[],"htmlText":"这么看,还是理想占优啊,不去算自有资金,现金流还是最大的。","listText":"这么看,还是理想占优啊,不去算自有资金,现金流还是最大的。","text":"这么看,还是理想占优啊,不去算自有资金,现金流还是最大的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683648921","repostId":"1123871957","repostType":2,"repost":{"id":"1123871957","pubTimestamp":1656062948,"share":"https://www.laohu8.com/m/news/1123871957?lang=&edition=full","pubTime":"2022-06-24 17:29","market":"us","language":"zh","title":"新造车战事2.0:理想涨,小鹏急,蔚来“跌落”","url":"https://stock-news.laohu8.com/highlight/detail?id=1123871957","media":"周天财经","summary":"理想、小鹏、蔚来,正分路而行。","content":"<html><head></head><body><p>作者:零露</p><p>理想、小鹏、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>,正分路而行。</p><p>6 月 21 日,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>发布第二代产品——理想 L9,整车延续了理想 ONE 的增程基因,并在此基础上进行了性能提升。三年蛰伏,一朝发布,粉丝狂欢。当晚,理想汽车官方 APP 甚至因为订单火爆造成短暂崩溃,在紧急修复服务器后才恢复正常。</p><p>李想颇为志满,自称‘500 万价格以内最强’。得益于新车发布,美股理想汽车大涨 7.84%,最高涨幅超 11%。</p><p>两天后,<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>的测试车辆,从 3 楼一处停车位跌落,酿成车内 2 人死亡的惨剧,疑似驾驶员倒车时因加大油门而跌落,蔚来急于撇清关系,声称‘系意外,非车辆本身原因’,被业界质疑回应不够‘得体’,略显冷酷。</p><p>一起一落,构成了某种时代的隐喻。</p><p>而另一边,理想新车的火热发售,还引来了何小鹏的‘阴阳怪气’。6 月 22 日一早,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>创始人何小鹏<a href=\"https://laohu8.com/S/WB\">微博</a>发文称,好产品不是靠精准定位就能获得产品壁垒。随后,李想用一颗‘爱心’作为回应,表示‘已阅’,暗暗较劲。</p><p>除了何小鹏有些‘急眼’,蔚来也有些人心浮动,据电动星球 News 称,蔚来掌舵人李斌凌晨特意在蔚来核心用户群里发了条消息,来安抚用户,意指蔚来在产品上有自己的原则,也希望蔚来能够引领趋势,而不是人云亦云。</p><p>在以上三位新势力造车当家人惺惺相惜画面中,能嗅到一丝暗潮汹涌的玄机。在相互鼓励的表面之下,潜伏着不同的产品理念,以及相互角力的‘暗劲’。</p><p>随着 6 月份,蔚来 ES7. 理想 L9 接连上市,小鹏新一代产品小鹏 G9 也即将上线。自此,‘造车新势力’市场突围战全面结束,各家携二代产品,在 2022 年,再次迈入同一条河流,进入互联网造车战事 2.0 阶段。</p><p>在此前很长一段时间,‘小理蔚’的‘初代机’分别在‘20w、30w、40w’的市场价格区间中偏安一隅,虽说有所竞争,但还不存在正面对抗。今年,三款均在 40w 上下的二代产品,让一直‘王不见王’的‘蔚小理’开启面对面 battle。</p><p><b>01 要客户还是要技术?</b></p><p>从理想 L9. 蔚来 ES7. 小鹏 G9(概念车)所公开的产品信息上来看,在<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶方面,几乎没有差距,三者全部选择增加激光雷达技术、配备高像素环视 ADAS 以及搭载最先进的自动驾驶芯片之一——<a href=\"https://laohu8.com/S/NVDA\">英伟达</a> Orin-X,用以提升车辆驾驶辅助功能。</p><p><img src=\"https://static.tigerbbs.com/017180ce6748a3b8070e8258ed2579e4\" tg-width=\"550\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>以摄像头配备为例,理想 L9 配备了 6 颗 800 万像素高清摄像头,蔚来 ES7 配备了 7 颗;两者均配备了 11 颗车外普通摄像头;从目前小鹏 G9 公布的信息显示,普通摄像头数量达到 12 个,同时明确前视双目摄像头采用了 800 万像素,从其概念车上来看,高清摄像头的数量也将在 6 个左右。可以说,单从硬件方面,三款车型都配齐了目前汽车市场的高端物料。</p><p>在新能源 + 智能化时间窗口期,智能高端市场中各家的车辆配置愈加趋同,接下来,则是用细节丈量品质,技术跑赢时间。此时,差异化与产品特色成为二代产品的竞争点也是难点。</p><p>原中国汽车工业协会常务秘书长董杨曾撰文指出,目前新能源汽车市场竞争模式发生改变,不再以性价比为主导,用户体验、应用服务、与基础设施的联动程度成为新市场份额指南者。</p><p>在用户体验这一方面,理想显然赢很大。2020 年,或许听多了关于增程三缸的诟病,李想曾性情流露、怒怼同行:‘一帮搞臭技术的,天天冲我们 xx,什么增程电动是个落后的技术,请问,他们 TMD 搞出来屁技术了?让一群毫无用户思维,完全不关心用户的这帮人,天天研究技术路线,TM 什么技术路线啊!胡说八道!’</p><p>当时此番言论引来评价多为‘太天真’,但两年后,市场却依然逃不过理想 ONE 的‘真香定律’,狠狠给诸多车企上了一课。清一色优质口碑,新车预定场面火爆,以及何小鹏也不得不承认的‘精准定位’,都在表达理想在用户体验上的胜利。</p><p>在要客户还是要技术这个问题上,理想选择了用户。在新车 L9 中,按摩座椅、折叠小电视、小桌板、车载冰箱等等一系列功能设计,每一步都踩在用户 G 点,令人直呼‘我想要’。而此时,关于增程式到底能不能省油,到底是不是落后技术的问题,早已不重要。</p><p><img src=\"https://static.tigerbbs.com/29e0d56a6e31314ac9d4e6e48654da98\" tg-width=\"550\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>而何小鹏所说的‘技术壁垒’,就留给小鹏自己考虑了。</p><p>作为最喜欢谈技术的造车人,小鹏汽车在用户与技术之间选择了技术。何小鹏在接受杨澜采访时表示:汽车长期的竞争优势是技术投入。</p><p>其实,根据晚点 auto,理想内部定的一个目标某种程度上佐证了小鹏的技术能力:理想的智能驾驶能力要在 2023 年年底前,超过小鹏。目前进度条还差一年半。</p><p>小鹏从造车之初,就想清楚了一件事:软件全栈自研。小鹏汽车陆续放出消息,将中大型纯电 SUV 命名为小鹏 G9,同时被赋予新技术集成的使命。从公开信息来看,700km 续航、800V 高压 SiC 平台,全新技术架构,能够实现充电 5 分钟能跑 200km,单单这一点,就能够在一定程度上形成技术壁垒。</p><p>除此之外,作为最早摆脱 <a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>‘<a href=\"https://laohu8.com/S/BBOX\">黑盒</a>制约’的企业,小鹏已经不是第一次搭载英伟达 Xavier 计算平台,而蔚来、理想与该平台还是首次合作。在硬件趋同的前提下,越强大的硬件意味着越庞大的数据,此时算法能力则决定了智能驾驶的天花板。有经验的小鹏,在这一方面,抢了先手。</p><p>蔚来,则是服务、技术我都要。李斌曾对 <a href=\"https://laohu8.com/S/KRKR\">36氪</a>表达过蔚来所追求的产品战略:在某个单点上,别家做得可能比蔚来好,但是将技术、服务、NIOLife 以及用户社区等综合起来看,目前有谁围绕智能电动汽车的综合体验,做得比我们好呢?我觉得要超越我们还是有点难的。</p><p>几乎在理想 L9 上市的同时,蔚来‘五纵三横四大都市圈’高速换电网络正式建成,目前已累计上线 205 座换电站,覆盖超过 2 万公里高速公路。</p><p>也许在换电上投入过大,新品 ES7 与其他两家具有‘里程碑’意义的二代产品相比,就差了点意思。由于外观和内饰都在延续在售车型风格,缺乏明显亮点,所以在产品冲击力上明显较弱,其相对模糊的产品定位,也有点让潜在用户无所适从。</p><p>2020 年,何小鹏在微博中晒出与李斌、李想的合影,配文‘三个苦逼,在忆苦思变’。2021 年造车新势力的三剑客终在纳斯达克相遇,自此算是闯过‘造车生死线’。</p><p>根据 2022 年第一季度财报,理想交付 31716 辆;蔚来交付 25768 辆;小鹏交付 34561 辆。而从同期营收来看,理想 95.6 亿,同比增长 167.45%;蔚来 99.1 亿,同比增长 24.2%;小鹏 74.54 亿,同比上升 152.6%。</p><p><img src=\"https://static.tigerbbs.com/f2855335cd1de33c92f90a3066ab377f\" tg-width=\"550\" tg-height=\"105\" referrerpolicy=\"no-referrer\"/>蔚来2022年第一季度交付量</p><p>对比来看,蔚来增速最低,凸显出 2021 年到 2022 年上半年,整整一年半的新车空窗期尴尬,不仅如此,蔚来毛利率也在走低,目前的 14.6% 低于去年同期的 19.5%。小鹏则卖得最多赚得最少,毛利率约为 12%,盈利能力略显不足。</p><p>毛利率则是理想以 22.4% 领先,尽管距离<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 35% 左右的毛利率水准尚有差距,但已在国内处于领先位置。作为最会省钱的造车新势力,李想曾对媒体表示,‘也不是我们缺钱,节约是一种氛围’。譬如在业界广为流传的‘低配’差旅,简单朴素的发布会,成为理想的特色。</p><p>根据<a href=\"https://laohu8.com/S/00700\">腾讯</a>新闻财看见的测算,单车亏损已经拉开差距,理想亏 350 元左右,蔚来亏近 7 万元,小鹏亏近 5 万元。从这一点看,理想的业绩算是打了何小鹏一耳光,后者声称精准定位不是壁垒,李想则论证了,定位和产品体验也是生产力。</p><p><img src=\"https://static.tigerbbs.com/422081dd33e331b259385c4ef6072138\" tg-width=\"550\" tg-height=\"314\" referrerpolicy=\"no-referrer\"/>三家造车新势力研发费用对比</p><p>【理想 —— 最讨巧的技术路线】</p><p>在三家企业中,得益于最讨巧的技术路线(无需布局充换电网络,研发成本可控),只有理想在 2020 年第四季度和 2021 年第四季度实现过盈利。</p><p>然而,产品线单一,用户群体过窄,是理想目前面临的主要问题。算上刚上市的 L9,理想也只有两款产品,一款车型,而其接下来规划的几款产品依然聚焦在家庭用车。摸透了此类产品用户需求的理想,想继续沿着这条路走下去。</p><p>另外,增程混动即将退出绿牌的消息,成为理想头顶悬着的达摩克利斯之剑。上海此前发布公告,自 2023 年 1 月 1 日起,消费者购买插电式混合动力(含增程式)汽车的,本市不再发放专用牌照额度。未来,类似政策很大概率将会被其他城市仿照。</p><p><img src=\"https://static.tigerbbs.com/f566ac24829784b4bbe046789a8db39f\" tg-width=\"550\" tg-height=\"362\" referrerpolicy=\"no-referrer\"/></p><p>对此,6 月 23 日,李想转发了<a href=\"https://laohu8.com/S/300750\">宁德时代</a>官宣麒麟电池的文章,并配文‘明年见’,疑似在预告理想汽车明年将推出搭载麒麟电池的纯电车型。</p><p>【小鹏 ——赔本赚吆喝】</p><p>6 月 21 日,小鹏汽车官方发文宣布,历史累计交付量于本周正式突破 20 万台。小鹏汽车虽然在三家之中卖得最多,但 2022 年一季度的营业收入为三家最低。这与小鹏在售车型的平均价格偏低,所在的市场区间竞争相对激烈有关。</p><p>一位投资人向晚点表示,相比蔚来理想,小鹏汽车产品定位面临的未来竞争会更激烈,‘小米、360 这些杀过来的基本都是跟小鹏重叠的市场’。</p><p>雷军为小米造车的首款车型定在 10-30 万区间,360 则定位 15 万元以下的中低端市场,而特斯拉、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>也都在 10-30 这个区间内。巨头若隐若现的身影,已经压制了小鹏汽车的盈利能力。</p><p>更有意思的是,何小鹏曾劝说雷军共同造车被拒,雷军当时提醒他:‘你也不要去造车。’而如今,小米汽车即将与小鹏正面交锋,届时初代与二代的交锋下,不知大佬们作何感想。</p><p>【蔚来 —— 高端的陷阱】</p><p>2022 年第一季度,蔚来以 99.1 亿元的营收,位列‘蔚小理’营收第一。但蔚来的营业成本高达 84.64 亿元,环比上升了 3.19%,而小鹏与理想分别环比下降了 13.12% 和 10.22%。同时,蔚来销量也并不尽如人意。</p><p>乘联会数据显示,今年 5 月,蔚来汽车 0.7 万台的销量,也是其连续第 8 个月落后于小鹏和理想。同时,自打造车初期就喊出‘对标 BBA’的口号,如今在部分车型上,蔚来也在被 BBA 追赶。去年 12 月开始,宝马新能源 IX3 的销量已经开始接近蔚来 ES6。</p><p>在《2021 头部造车新势力竞争力报告》中提到蔚来的战略野心:蔚来内部有一个词‘NBA’,是希望在高端豪华车的细分市场,对主流品牌有一定的替代,将 BBA(奔驰、宝马、奥迪)的格局变成 NBA,其中‘N’即蔚来(Nio)。</p><p>经过 2021 一整年的产品空窗期,2022 年的蔚来好像开了挂,上半年连续发布三款产品。只是在试图赢回市场占有率的半途,又遭遇测试车跌落事件,动摇了李斌苦心经营的美誉度。如果把蔚来每年投入 84.64 亿元的巨额营业成本理解为‘优质服务’和‘高端形象’的必要代价,‘7 万元单车亏损’能否换来高端品牌与高溢价高毛利,还得看后续市场反响了。</p><p>通过对比三家‘造车新势力’,能发现‘蔚小理’的战略打法已各成一派:理想将延续其精准的产品定位,发展纯电的同时,继续打造‘家庭类’产品;蔚来继续高举高打,定位高端纯电,同时寻找产品下探的可能;小鹏则凭借 G9 的上市成为高端市场的入局者,坚持打科技牌,进行全栈自研。</p><p><b>03 战事 2.0</b></p><p>在经过汽车消费刺激政策密集落地的‘蜜月期’,新能源汽车市场已经从发育阶段,过渡到成长期。乘联会近日发布的统计数据显示,今年 1-5 月新能源汽车产销突破 170 万辆,同比增长 1.19 倍,市场占有率达到 23.4%,也就是说每卖出 4 台车,就有一台上了绿牌。</p><p>互联网造车也逐步进入酣战。目前互联网领域已经有不少巨头大张旗鼓地入局智能出行领域。国外的<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>;国内的阿里、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、华为、美团等等,纷纷以各种形式入局。</p><p>比如美团已经悄然成为了智能汽车和硬科技领域的隐秘参与者。理想汽车的背后就有王兴的身影,占股近 20%,不可谓不低。从管理风格上,理想也颇受王兴影响:以战略、管理和执行力见长。</p><p>今年 2 月底,美团又携数亿人民币参与自动驾驶卡车独角兽‘赢彻科技’的 B+ 轮融资。此外,美团还相继投资了自动驾驶技术开发商轻舟智能、毫末智行、人工智能视觉处理芯片公司‘爱芯科技’等智能汽车相关企业。从投资情况上来看,美团已经实现了智能汽车产业链布局。</p><p>而随着蔚小理二代产品在 2022 年中期密集发布,那些还停留在概念车阶段的玩家,压力变大了起来。</p><p><img src=\"https://static.tigerbbs.com/46fcb2ecb5eb87eba3379a37d3c4e329\" tg-width=\"550\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>譬如小米汽车和集度汽车。集度不久前刚推出了概念车 ROBO-01,并称之为汽车<a href=\"https://laohu8.com/S/300024\">机器人</a>。提出概念、打造差异化能吸引用户这一侧,但难的是找到供应商配合,供应商只看销量,定 200 件货,和定 20000 件货的待遇是不一样的,这是每一个新造车都将经历的‘量产地狱’,也会是一个概念车发布后仍需耗时 2-3 年的艰难历程。也就是说,集度和小米汽车量产之时,可能恰逢蔚小理三代产品线问世。整整两代的代际差,在汽车产业犹如天堑。</p><p>2019 年,何帆在《变量》一书中写到:不出三年,90% 的造车新势力会出局。留下来的也会经历从头到脚的改造。</p><p>而今三年已至,‘蔚小理’还在,但优势已渐渐不复当年,他们还有一个共同的全产业链魔王需要面对:万亿级比亚迪,单月销量比蔚小理三家的季度总和还要多。同时,大众、宝马等传统车企的力量也逐渐显现,抵抗力比想象得顽强。</p><p>对造车新势力而言,2022 年是二代产品线的较量年,这并不是一段通往高枕无忧的征程,只能算是刚刚拉开帷幕的小组赛,当不同来路的选手增多,血战才刚刚开始。</p></body></html>","source":"lsy1577862556931","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>新造车战事2.0:理想涨,小鹏急,蔚来“跌落”</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 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class=\"title\">\n新造车战事2.0:理想涨,小鹏急,蔚来“跌落”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-24 17:29 北京时间 <a href=http://finance.sina.com.cn/tech/csj/2022-06-24/doc-imizmscu8542744.shtml><strong>周天财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:零露理想、小鹏、蔚来,正分路而行。6 月 21 日,理想汽车发布第二代产品——理想 L9,整车延续了理想 ONE 的增程基因,并在此基础上进行了性能提升。三年蛰伏,一朝发布,粉丝狂欢。当晚,理想汽车官方 APP 甚至因为订单火爆造成短暂崩溃,在紧急修复服务器后才恢复正常。李想颇为志满,自称‘500 万价格以内最强’。得益于新车发布,美股理想汽车大涨 7.84%,最高涨幅超 11%。两天后,...</p>\n\n<a href=\"http://finance.sina.com.cn/tech/csj/2022-06-24/doc-imizmscu8542744.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6eaacd7ec49ad50e9a06cc975f1ee85e","relate_stocks":{"NIO.SI":"蔚来","LI":"理想汽车","09868":"小鹏汽车-W","XPEV":"小鹏汽车","02015":"理想汽车-W","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"http://finance.sina.com.cn/tech/csj/2022-06-24/doc-imizmscu8542744.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123871957","content_text":"作者:零露理想、小鹏、蔚来,正分路而行。6 月 21 日,理想汽车发布第二代产品——理想 L9,整车延续了理想 ONE 的增程基因,并在此基础上进行了性能提升。三年蛰伏,一朝发布,粉丝狂欢。当晚,理想汽车官方 APP 甚至因为订单火爆造成短暂崩溃,在紧急修复服务器后才恢复正常。李想颇为志满,自称‘500 万价格以内最强’。得益于新车发布,美股理想汽车大涨 7.84%,最高涨幅超 11%。两天后,蔚来的测试车辆,从 3 楼一处停车位跌落,酿成车内 2 人死亡的惨剧,疑似驾驶员倒车时因加大油门而跌落,蔚来急于撇清关系,声称‘系意外,非车辆本身原因’,被业界质疑回应不够‘得体’,略显冷酷。一起一落,构成了某种时代的隐喻。而另一边,理想新车的火热发售,还引来了何小鹏的‘阴阳怪气’。6 月 22 日一早,小鹏汽车创始人何小鹏微博发文称,好产品不是靠精准定位就能获得产品壁垒。随后,李想用一颗‘爱心’作为回应,表示‘已阅’,暗暗较劲。除了何小鹏有些‘急眼’,蔚来也有些人心浮动,据电动星球 News 称,蔚来掌舵人李斌凌晨特意在蔚来核心用户群里发了条消息,来安抚用户,意指蔚来在产品上有自己的原则,也希望蔚来能够引领趋势,而不是人云亦云。在以上三位新势力造车当家人惺惺相惜画面中,能嗅到一丝暗潮汹涌的玄机。在相互鼓励的表面之下,潜伏着不同的产品理念,以及相互角力的‘暗劲’。随着 6 月份,蔚来 ES7. 理想 L9 接连上市,小鹏新一代产品小鹏 G9 也即将上线。自此,‘造车新势力’市场突围战全面结束,各家携二代产品,在 2022 年,再次迈入同一条河流,进入互联网造车战事 2.0 阶段。在此前很长一段时间,‘小理蔚’的‘初代机’分别在‘20w、30w、40w’的市场价格区间中偏安一隅,虽说有所竞争,但还不存在正面对抗。今年,三款均在 40w 上下的二代产品,让一直‘王不见王’的‘蔚小理’开启面对面 battle。01 要客户还是要技术?从理想 L9. 蔚来 ES7. 小鹏 G9(概念车)所公开的产品信息上来看,在智能驾驶方面,几乎没有差距,三者全部选择增加激光雷达技术、配备高像素环视 ADAS 以及搭载最先进的自动驾驶芯片之一——英伟达 Orin-X,用以提升车辆驾驶辅助功能。以摄像头配备为例,理想 L9 配备了 6 颗 800 万像素高清摄像头,蔚来 ES7 配备了 7 颗;两者均配备了 11 颗车外普通摄像头;从目前小鹏 G9 公布的信息显示,普通摄像头数量达到 12 个,同时明确前视双目摄像头采用了 800 万像素,从其概念车上来看,高清摄像头的数量也将在 6 个左右。可以说,单从硬件方面,三款车型都配齐了目前汽车市场的高端物料。在新能源 + 智能化时间窗口期,智能高端市场中各家的车辆配置愈加趋同,接下来,则是用细节丈量品质,技术跑赢时间。此时,差异化与产品特色成为二代产品的竞争点也是难点。原中国汽车工业协会常务秘书长董杨曾撰文指出,目前新能源汽车市场竞争模式发生改变,不再以性价比为主导,用户体验、应用服务、与基础设施的联动程度成为新市场份额指南者。在用户体验这一方面,理想显然赢很大。2020 年,或许听多了关于增程三缸的诟病,李想曾性情流露、怒怼同行:‘一帮搞臭技术的,天天冲我们 xx,什么增程电动是个落后的技术,请问,他们 TMD 搞出来屁技术了?让一群毫无用户思维,完全不关心用户的这帮人,天天研究技术路线,TM 什么技术路线啊!胡说八道!’当时此番言论引来评价多为‘太天真’,但两年后,市场却依然逃不过理想 ONE 的‘真香定律’,狠狠给诸多车企上了一课。清一色优质口碑,新车预定场面火爆,以及何小鹏也不得不承认的‘精准定位’,都在表达理想在用户体验上的胜利。在要客户还是要技术这个问题上,理想选择了用户。在新车 L9 中,按摩座椅、折叠小电视、小桌板、车载冰箱等等一系列功能设计,每一步都踩在用户 G 点,令人直呼‘我想要’。而此时,关于增程式到底能不能省油,到底是不是落后技术的问题,早已不重要。而何小鹏所说的‘技术壁垒’,就留给小鹏自己考虑了。作为最喜欢谈技术的造车人,小鹏汽车在用户与技术之间选择了技术。何小鹏在接受杨澜采访时表示:汽车长期的竞争优势是技术投入。其实,根据晚点 auto,理想内部定的一个目标某种程度上佐证了小鹏的技术能力:理想的智能驾驶能力要在 2023 年年底前,超过小鹏。目前进度条还差一年半。小鹏从造车之初,就想清楚了一件事:软件全栈自研。小鹏汽车陆续放出消息,将中大型纯电 SUV 命名为小鹏 G9,同时被赋予新技术集成的使命。从公开信息来看,700km 续航、800V 高压 SiC 平台,全新技术架构,能够实现充电 5 分钟能跑 200km,单单这一点,就能够在一定程度上形成技术壁垒。除此之外,作为最早摆脱 Mobileye‘黑盒制约’的企业,小鹏已经不是第一次搭载英伟达 Xavier 计算平台,而蔚来、理想与该平台还是首次合作。在硬件趋同的前提下,越强大的硬件意味着越庞大的数据,此时算法能力则决定了智能驾驶的天花板。有经验的小鹏,在这一方面,抢了先手。蔚来,则是服务、技术我都要。李斌曾对 36氪表达过蔚来所追求的产品战略:在某个单点上,别家做得可能比蔚来好,但是将技术、服务、NIOLife 以及用户社区等综合起来看,目前有谁围绕智能电动汽车的综合体验,做得比我们好呢?我觉得要超越我们还是有点难的。几乎在理想 L9 上市的同时,蔚来‘五纵三横四大都市圈’高速换电网络正式建成,目前已累计上线 205 座换电站,覆盖超过 2 万公里高速公路。也许在换电上投入过大,新品 ES7 与其他两家具有‘里程碑’意义的二代产品相比,就差了点意思。由于外观和内饰都在延续在售车型风格,缺乏明显亮点,所以在产品冲击力上明显较弱,其相对模糊的产品定位,也有点让潜在用户无所适从。2020 年,何小鹏在微博中晒出与李斌、李想的合影,配文‘三个苦逼,在忆苦思变’。2021 年造车新势力的三剑客终在纳斯达克相遇,自此算是闯过‘造车生死线’。根据 2022 年第一季度财报,理想交付 31716 辆;蔚来交付 25768 辆;小鹏交付 34561 辆。而从同期营收来看,理想 95.6 亿,同比增长 167.45%;蔚来 99.1 亿,同比增长 24.2%;小鹏 74.54 亿,同比上升 152.6%。蔚来2022年第一季度交付量对比来看,蔚来增速最低,凸显出 2021 年到 2022 年上半年,整整一年半的新车空窗期尴尬,不仅如此,蔚来毛利率也在走低,目前的 14.6% 低于去年同期的 19.5%。小鹏则卖得最多赚得最少,毛利率约为 12%,盈利能力略显不足。毛利率则是理想以 22.4% 领先,尽管距离特斯拉 35% 左右的毛利率水准尚有差距,但已在国内处于领先位置。作为最会省钱的造车新势力,李想曾对媒体表示,‘也不是我们缺钱,节约是一种氛围’。譬如在业界广为流传的‘低配’差旅,简单朴素的发布会,成为理想的特色。根据腾讯新闻财看见的测算,单车亏损已经拉开差距,理想亏 350 元左右,蔚来亏近 7 万元,小鹏亏近 5 万元。从这一点看,理想的业绩算是打了何小鹏一耳光,后者声称精准定位不是壁垒,李想则论证了,定位和产品体验也是生产力。三家造车新势力研发费用对比【理想 —— 最讨巧的技术路线】在三家企业中,得益于最讨巧的技术路线(无需布局充换电网络,研发成本可控),只有理想在 2020 年第四季度和 2021 年第四季度实现过盈利。然而,产品线单一,用户群体过窄,是理想目前面临的主要问题。算上刚上市的 L9,理想也只有两款产品,一款车型,而其接下来规划的几款产品依然聚焦在家庭用车。摸透了此类产品用户需求的理想,想继续沿着这条路走下去。另外,增程混动即将退出绿牌的消息,成为理想头顶悬着的达摩克利斯之剑。上海此前发布公告,自 2023 年 1 月 1 日起,消费者购买插电式混合动力(含增程式)汽车的,本市不再发放专用牌照额度。未来,类似政策很大概率将会被其他城市仿照。对此,6 月 23 日,李想转发了宁德时代官宣麒麟电池的文章,并配文‘明年见’,疑似在预告理想汽车明年将推出搭载麒麟电池的纯电车型。【小鹏 ——赔本赚吆喝】6 月 21 日,小鹏汽车官方发文宣布,历史累计交付量于本周正式突破 20 万台。小鹏汽车虽然在三家之中卖得最多,但 2022 年一季度的营业收入为三家最低。这与小鹏在售车型的平均价格偏低,所在的市场区间竞争相对激烈有关。一位投资人向晚点表示,相比蔚来理想,小鹏汽车产品定位面临的未来竞争会更激烈,‘小米、360 这些杀过来的基本都是跟小鹏重叠的市场’。雷军为小米造车的首款车型定在 10-30 万区间,360 则定位 15 万元以下的中低端市场,而特斯拉、比亚迪也都在 10-30 这个区间内。巨头若隐若现的身影,已经压制了小鹏汽车的盈利能力。更有意思的是,何小鹏曾劝说雷军共同造车被拒,雷军当时提醒他:‘你也不要去造车。’而如今,小米汽车即将与小鹏正面交锋,届时初代与二代的交锋下,不知大佬们作何感想。【蔚来 —— 高端的陷阱】2022 年第一季度,蔚来以 99.1 亿元的营收,位列‘蔚小理’营收第一。但蔚来的营业成本高达 84.64 亿元,环比上升了 3.19%,而小鹏与理想分别环比下降了 13.12% 和 10.22%。同时,蔚来销量也并不尽如人意。乘联会数据显示,今年 5 月,蔚来汽车 0.7 万台的销量,也是其连续第 8 个月落后于小鹏和理想。同时,自打造车初期就喊出‘对标 BBA’的口号,如今在部分车型上,蔚来也在被 BBA 追赶。去年 12 月开始,宝马新能源 IX3 的销量已经开始接近蔚来 ES6。在《2021 头部造车新势力竞争力报告》中提到蔚来的战略野心:蔚来内部有一个词‘NBA’,是希望在高端豪华车的细分市场,对主流品牌有一定的替代,将 BBA(奔驰、宝马、奥迪)的格局变成 NBA,其中‘N’即蔚来(Nio)。经过 2021 一整年的产品空窗期,2022 年的蔚来好像开了挂,上半年连续发布三款产品。只是在试图赢回市场占有率的半途,又遭遇测试车跌落事件,动摇了李斌苦心经营的美誉度。如果把蔚来每年投入 84.64 亿元的巨额营业成本理解为‘优质服务’和‘高端形象’的必要代价,‘7 万元单车亏损’能否换来高端品牌与高溢价高毛利,还得看后续市场反响了。通过对比三家‘造车新势力’,能发现‘蔚小理’的战略打法已各成一派:理想将延续其精准的产品定位,发展纯电的同时,继续打造‘家庭类’产品;蔚来继续高举高打,定位高端纯电,同时寻找产品下探的可能;小鹏则凭借 G9 的上市成为高端市场的入局者,坚持打科技牌,进行全栈自研。03 战事 2.0在经过汽车消费刺激政策密集落地的‘蜜月期’,新能源汽车市场已经从发育阶段,过渡到成长期。乘联会近日发布的统计数据显示,今年 1-5 月新能源汽车产销突破 170 万辆,同比增长 1.19 倍,市场占有率达到 23.4%,也就是说每卖出 4 台车,就有一台上了绿牌。互联网造车也逐步进入酣战。目前互联网领域已经有不少巨头大张旗鼓地入局智能出行领域。国外的谷歌、苹果、亚马逊;国内的阿里、京东、百度、华为、美团等等,纷纷以各种形式入局。比如美团已经悄然成为了智能汽车和硬科技领域的隐秘参与者。理想汽车的背后就有王兴的身影,占股近 20%,不可谓不低。从管理风格上,理想也颇受王兴影响:以战略、管理和执行力见长。今年 2 月底,美团又携数亿人民币参与自动驾驶卡车独角兽‘赢彻科技’的 B+ 轮融资。此外,美团还相继投资了自动驾驶技术开发商轻舟智能、毫末智行、人工智能视觉处理芯片公司‘爱芯科技’等智能汽车相关企业。从投资情况上来看,美团已经实现了智能汽车产业链布局。而随着蔚小理二代产品在 2022 年中期密集发布,那些还停留在概念车阶段的玩家,压力变大了起来。譬如小米汽车和集度汽车。集度不久前刚推出了概念车 ROBO-01,并称之为汽车机器人。提出概念、打造差异化能吸引用户这一侧,但难的是找到供应商配合,供应商只看销量,定 200 件货,和定 20000 件货的待遇是不一样的,这是每一个新造车都将经历的‘量产地狱’,也会是一个概念车发布后仍需耗时 2-3 年的艰难历程。也就是说,集度和小米汽车量产之时,可能恰逢蔚小理三代产品线问世。整整两代的代际差,在汽车产业犹如天堑。2019 年,何帆在《变量》一书中写到:不出三年,90% 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>默哀。。。。。。蔚来弄没三个人了,真是可悲,哪个品牌都有正常的交通事故,可是蔚来这三个人没的也太冤了。两名试车员在蔚来总部与车坠楼身亡。","text":"$蔚来(NIO)$默哀。。。。。。蔚来弄没三个人了,真是可悲,哪个品牌都有正常的交通事故,可是蔚来这三个人没的也太冤了。两名试车员在蔚来总部与车坠楼身亡。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/683308584","isVote":1,"tweetType":1,"viewCount":3602,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536142996032783","authorId":"3536142996032783","name":"要发大财","avatar":"https://static.tigerbbs.com/fbd1210e2edb777618933696509f591f","crmLevel":4,"crmLevelSwitch":0,"idStr":"3536142996032783","authorIdStr":"3536142996032783"},"content":"到底死人了没有?没有官方消息,不是说车上只有两个人吗?怎么死了三个。车顶着地,2吨多的汽车啊,没有绝对的准备,很难做到不受伤。","text":"到底死人了没有?没有官方消息,不是说车上只有两个人吗?怎么死了三个。车顶着地,2吨多的汽车啊,没有绝对的准备,很难做到不受伤。","html":"到底死人了没有?没有官方消息,不是说车上只有两个人吗?怎么死了三个。车顶着地,2吨多的汽车啊,没有绝对的准备,很难做到不受伤。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680561794,"gmtCreate":1655160435919,"gmtModify":1704861296130,"author":{"id":"3558697965076724","authorId":"3558697965076724","name":"大连库里","avatar":"https://static.tigerbbs.com/230bffac875e48d43c073678deecd299","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558697965076724","authorIdStr":"3558697965076724"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>车和股票都被理想吊打,卖车卖股票了,觉得我有点丢人了。","text":"$蔚来(NIO)$车和股票都被理想吊打,卖车卖股票了,觉得我有点丢人了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":9,"repostSize":3,"link":"https://laohu8.com/post/680561834","isVote":1,"tweetType":1,"viewCount":7276,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536142996032783","authorId":"3536142996032783","name":"要发大财","avatar":"https://static.tigerbbs.com/fbd1210e2edb777618933696509f591f","crmLevel":4,"crmLevelSwitch":0,"idStr":"3536142996032783","authorIdStr":"3536142996032783"},"content":"能够把一辆烧油的车卖的好非常值得肯定。不过就是抓住了消费者的投机心理,可以烧油(没有里程焦虑)、空间大(有面子)、新能源牌照(不限行),谈油车销量单车销售比它多的也大有其它品牌,但是要说质量,断轴王要走的路还长,从长远的盈利性、成长性、确定性还是看好NIO。","text":"能够把一辆烧油的车卖的好非常值得肯定。不过就是抓住了消费者的投机心理,可以烧油(没有里程焦虑)、空间大(有面子)、新能源牌照(不限行),谈油车销量单车销售比它多的也大有其它品牌,但是要说质量,断轴王要走的路还长,从长远的盈利性、成长性、确定性还是看好NIO。","html":"能够把一辆烧油的车卖的好非常值得肯定。不过就是抓住了消费者的投机心理,可以烧油(没有里程焦虑)、空间大(有面子)、新能源牌照(不限行),谈油车销量单车销售比它多的也大有其它品牌,但是要说质量,断轴王要走的路还长,从长远的盈利性、成长性、确定性还是看好NIO。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612627599,"gmtCreate":1652330881011,"gmtModify":1652330881011,"author":{"id":"3558697965076724","authorId":"3558697965076724","name":"大连库里","avatar":"https://static.tigerbbs.com/230bffac875e48d43c073678deecd299","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558697965076724","authorIdStr":"3558697965076724"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>有没有66进场,现在还拿着的,蔚来的经营真的是一团糟,魏忠贤们看似维护蔚来,其实整体拉低了品牌形象,谁写的也不想买个车就是公公啊。","text":"$蔚来(NIO)$有没有66进场,现在还拿着的,蔚来的经营真的是一团糟,魏忠贤们看似维护蔚来,其实整体拉低了品牌形象,谁写的也不想买个车就是公公啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/612627599","isVote":1,"tweetType":1,"viewCount":2817,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"127965840282720","authorId":"127965840282720","name":"悟空888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"127965840282720","authorIdStr":"127965840282720"},"content":"一万多股拿到现在","text":"一万多股拿到现在","html":"一万多股拿到现在"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635885733,"gmtCreate":1646927130439,"gmtModify":1646927130439,"author":{"id":"3558697965076724","authorId":"3558697965076724","name":"大连库里","avatar":"https://static.tigerbbs.com/230bffac875e48d43c073678deecd299","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558697965076724","authorIdStr":"3558697965076724"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>哎呀呀,蔚来挺好玩啊,以前只是车不行,现在股票也拉了,一败涂地。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>哎呀呀,蔚来挺好玩啊,以前只是车不行,现在股票也拉了,一败涂地。","text":"$蔚来(NIO)$哎呀呀,蔚来挺好玩啊,以前只是车不行,现在股票也拉了,一败涂地。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635885733","isVote":1,"tweetType":1,"viewCount":1459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632430048,"gmtCreate":1646642952955,"gmtModify":1646642952955,"author":{"id":"3558697965076724","authorId":"3558697965076724","name":"大连库里","avatar":"https://static.tigerbbs.com/230bffac875e48d43c073678deecd299","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558697965076724","authorIdStr":"3558697965076724"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>从66刀跌到18刀,速度还是可以的,车的品质还是要跟上啊,可惜蔚来不行了,今晚15能不能看到???","listText":"<a 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href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车10月交付车辆5055辆,同比增长100.1%;2020年共交付31430辆汽车,同比增长111.4%;截至2020年10月30日,共交付63343辆ES8、ES6和EC6轿车。</p><p><img src=\"https://static.tigerbbs.com/de33c2aabf09077af3531a05c6fe68cf\" tg-width=\"1637\" tg-height=\"769\"></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":"1118919324","content_text":"蔚来汽车10月交付车辆5055辆,同比增长100.1%;2020年共交付31430辆汽车,同比增长111.4%;截至2020年10月30日,共交付63343辆ES8、ES6和EC6轿车。","news_type":1},"isVote":1,"tweetType":1,"viewCount":847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632622805,"gmtCreate":1646401322289,"gmtModify":1646401322289,"author":{"id":"3558697965076724","authorId":"3558697965076724","name":"大连库里","avatar":"https://static.tigerbbs.com/230bffac875e48d43c073678deecd299","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558697965076724","authorIdStr":"3558697965076724"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>蔚来今天能看到18吗?","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>蔚来今天能看到18吗?","text":"$蔚来(NIO)$蔚来今天能看到18吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/632622805","isVote":1,"tweetType":1,"viewCount":3526,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569968827736584","authorId":"3569968827736584","name":"元宇宙之3D打印的激光雷达","avatar":"https://static.tigerbbs.com/959b635efbd15106fc3d97287be36473","crmLevel":3,"crmLevelSwitch":0,"idStr":"3569968827736584","authorIdStr":"3569968827736584"},"content":"16[得意][得意]","text":"16[得意][得意]","html":"16[得意][得意]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632430048,"gmtCreate":1646642952955,"gmtModify":1646642952955,"author":{"id":"3558697965076724","authorId":"3558697965076724","name":"大连库里","avatar":"https://static.tigerbbs.com/230bffac875e48d43c073678deecd299","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558697965076724","authorIdStr":"3558697965076724"},"themes":[],"htmlText":"<a 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期待蔚来以后还有喊理想哥哥的机会,再这么拉开差距,理想快成爹了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/621250361","isVote":1,"tweetType":1,"viewCount":3170,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3482988025047301","authorId":"3482988025047301","name":"PandaPong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3482988025047301","authorIdStr":"3482988025047301"},"content":"理想就两款车。让他把车型展开试试,连这个能力都还没有。","text":"理想就两款车。让他把车型展开试试,连这个能力都还没有。","html":"理想就两款车。让他把车型展开试试,连这个能力都还没有。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352906288,"gmtCreate":1616846979844,"gmtModify":1616846979844,"author":{"id":"3558697965076724","authorId":"3558697965076724","name":"大连库里","avatar":"https://static.tigerbbs.com/230bffac875e48d43c073678deecd299","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558697965076724","authorIdStr":"3558697965076724"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>快电到30好不好,我给自己设定的目标就是30以后转做多,蔚来真是个好股票,趋势明显,做空赚得更多。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>快电到30好不好,我给自己设定的目标就是30以后转做多,蔚来真是个好股票,趋势明显,做空赚得更多。","text":"$蔚来(NIO)$快电到30好不好,我给自己设定的目标就是30以后转做多,蔚来真是个好股票,趋势明显,做空赚得更多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/352906288","isVote":1,"tweetType":1,"viewCount":2511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331825719,"gmtCreate":1609514648531,"gmtModify":1703739697999,"author":{"id":"3558697965076724","authorId":"3558697965076724","name":"大连库里","avatar":"https://static.tigerbbs.com/230bffac875e48d43c073678deecd299","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558697965076724","authorIdStr":"3558697965076724"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a href=\"https://laohu8.com/U/3570689170658099\">@蔚来_NIO</a><a href=\"https://laohu8.com/U/3560826587469606\">@理想汽车</a>各位猜猜12月三傻的销量冠军是谁啊?","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a href=\"https://laohu8.com/U/3570689170658099\">@蔚来_NIO</a><a href=\"https://laohu8.com/U/3560826587469606\">@理想汽车</a>各位猜猜12月三傻的销量冠军是谁啊?","text":"$小鹏汽车(XPEV)$@蔚来_NIO@理想汽车各位猜猜12月三傻的销量冠军是谁啊?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/331825719","isVote":1,"tweetType":1,"viewCount":2782,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558697965076724","authorId":"3558697965076724","name":"大连库里","avatar":"https://static.tigerbbs.com/230bffac875e48d43c073678deecd299","crmLevel":1,"crmLevelSwitch":0,"idStr":"3558697965076724","authorIdStr":"3558697965076724"},"content":"我猜理想吧,最近销量涨幅很猛,大有一个儿子干蔚来一窝的势头!","text":"我猜理想吧,最近销量涨幅很猛,大有一个儿子干蔚来一窝的势头!","html":"我猜理想吧,最近销量涨幅很猛,大有一个儿子干蔚来一窝的势头!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632804016,"gmtCreate":1646320276427,"gmtModify":1646320276427,"author":{"id":"3558697965076724","authorId":"3558697965076724","name":"大连库里","avatar":"https://static.tigerbbs.com/230bffac875e48d43c073678deecd299","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558697965076724","authorIdStr":"3558697965076724"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>哎呀呀,蔚来又拉跨了,李斌这货真不是好东西。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>哎呀呀,蔚来又拉跨了,李斌这货真不是好东西。","text":"$蔚来(NIO)$哎呀呀,蔚来又拉跨了,李斌这货真不是好东西。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632804016","isVote":1,"tweetType":1,"viewCount":1049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}