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iamricky
2020-08-07
比蔚来销量少45%， 是怎么算出来的 ？
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蔚来低估了还是理想高估了？</b></p><p>据统计，上市前，理想汽车从Pre-A轮到D轮，经历了5轮融资，共募集资金20.5亿美元，加上IPO的融资，理想总共募资约36亿美元。而蔚来汽车经历了A轮到D轮4次融资，募资24亿美元，加上IPO时的11.5亿美元，累计融资同样约为36亿美元。</p><p>可以看到，理想和蔚来不仅目前市值接近，包括IPO轮在内的上市前融资总额也十分接近。不过，相比于接近的融资额和5%左右的市值差距，两家公司在收入、利润、销量，以及技术路线和产品布局等方面，存在着巨大差异。</p><p>数据显示，今年1-6月份，理想ONE总共交付了9667辆汽车，在上半年新能源汽车销量排行中位列第九。</p><p>而同期的蔚来ES6则交付了11613辆，在销量榜中排名第四，仅次于特斯拉Model3、广汽新能源AION.S和宝骏E100。其中6月份就交付了2465辆，是造车新势力的单车型销量冠军。</p><p>再加上2435辆ES8，上半年蔚来汽车的销量超过理想45%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b944a44d3d98b9a744ef892ba6b02b33\" tg-width=\"308\" tg-height=\"690\">上半年国内新能源汽车销量排名</p><p>从业绩对比上看，2019年，蔚来汽车的营收、净利分别为78.25亿元和-114.13亿元，理想汽车则分别为2.84亿元和-24.39亿元；2020年一季度，蔚来汽车营收、净利分别为13.72亿元和-17.23亿元，理想汽车分别为8.52亿元和-0.77亿元。</p><p>相比于蔚来汽车的换电模式，由于无需新建换电站等资本投入，采用油电混动模式的理想ONE在初期投入阶段能够更快的扭亏。不过，随着换电站的逐步布局完善，以及电池容量的不断提升，理想ONE的混动模式将不可避免会经受市场的更大考验。</p><p>值得一提的是，“美团系”在理想的上市前后给予了巨大帮助，多次入股并已持有超过27%股权。理想上市时，王兴也曾公开表示，“理想ONE会是造车新势力第一款交付过10万辆的车型”。</p><p>然而，作为理想汽车目前唯一的一款量产车型，理想ONE上半年销量还不及蔚来刚推出不久的ES6。理想ONE是不是第一款交付过10万的车型尚不可知，蔚来汽车Q2以10331台的销量，率先成为了所有造车新势力中，首个完成单季度销量过万的企业。</p><p>不得不提的是，理想汽车今年4月的销量为2600辆，5月时下滑至2148辆，6月的销量已不足2000辆，在竞争对手销量不断增加的情况下，理想ONE销量却在走下坡路。而理想的下一款定位高端的SUV则很可能要在2022年后才能上市，这两年主要依靠理想ONE这一种车型。</p><p>眼下，显得有些“独木难支”的理想，市值却快要追上了蔚来。到底是蔚来低估了，还是理想高估了？</p><p><b>销量差距极大 传统车企低估了还是造车新势力高估了？</b></p><p>随着龙头特斯拉的股价屡创新高，蔚来和理想也得到了市场追捧，两家公司目前市值均超千亿人民币。不过，不得不承认，国内“新势力们”相比传统车企，销量差距依然十分明显。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0aac4d81ab3bc0e02fdcc07a3e85ecb\" tg-width=\"550\" tg-height=\"398\">上半年全球新能源乘用车分企业销量排名</p><p>今年上半年，全球新能源乘用车分企业的销量排名可以看到，国内最大的造车新势力蔚来，新能源汽车销量为14169台，仅排在第20位，相比大众、宝马、比亚迪(85.380,-3.35,-3.78%)等传统车企同期5万台以上的新能源车销量，差距极大。</p><p>理想、小鹏、威马等其他国内新势力公司尽管销量增速较快，但由于基数太低，甚至未能进入榜单。</p><p>如果再考虑到动辄几十上百万台的传统燃油车，新势力们的销量则更是落后了几个数量级。</p><p>那么，到底是2000亿的比亚迪、上汽们被低估了，还是1000亿的蔚来、理想们被高估了？被特斯拉带起来的国内新势力估值，是否还能继续维持甚至再创新高，只有等待未来市场的销量给出答案。</p>","source":"XLCJ","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>市值直逼蔚来：销量少45%，车型单一的理想高估了吗？</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市值直逼蔚来：销量少45%，车型单一的理想高估了吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-07 17:52 北京时间 <a href=http://finance.sina.com.cn/stock/observe/2020-08-07/doc-iivhuipn7405651.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪财经讯 北京时间今日凌晨，在纳斯达克上市的国内第二家造车新势力——理想汽车股价再次大涨超过10%，报收18.50美元/股，合市值154.7亿美元。同日，蔚来汽车股价下跌0.57%，收盘市值163.9亿美元。理想汽车与更早上市的蔚来汽车市值进一步逼近。新浪财经注意到，尽管蔚来和理想同为国内造车新势力且目前市值接近，但其背后的销量、业绩、技术路线以及现有产品线等却差异巨大。此外，对比传统车企在...</p>\n\n<a href=\"http://finance.sina.com.cn/stock/observe/2020-08-07/doc-iivhuipn7405651.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/018e2ea981f2207d0ea74f571cc97da9","relate_stocks":{"NIO":"蔚来","LI":"理想汽车"},"source_url":"http://finance.sina.com.cn/stock/observe/2020-08-07/doc-iivhuipn7405651.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181217567","content_text":"新浪财经讯 北京时间今日凌晨，在纳斯达克上市的国内第二家造车新势力——理想汽车股价再次大涨超过10%，报收18.50美元/股，合市值154.7亿美元。同日，蔚来汽车股价下跌0.57%，收盘市值163.9亿美元。理想汽车与更早上市的蔚来汽车市值进一步逼近。新浪财经注意到，尽管蔚来和理想同为国内造车新势力且目前市值接近，但其背后的销量、业绩、技术路线以及现有产品线等却差异巨大。此外，对比传统车企在新能源汽车领域的销量，市场给两家公司的估值也应值得投资者留意。市值仅差5% 蔚来低估了还是理想高估了？据统计，上市前，理想汽车从Pre-A轮到D轮，经历了5轮融资，共募集资金20.5亿美元，加上IPO的融资，理想总共募资约36亿美元。而蔚来汽车经历了A轮到D轮4次融资，募资24亿美元，加上IPO时的11.5亿美元，累计融资同样约为36亿美元。可以看到，理想和蔚来不仅目前市值接近，包括IPO轮在内的上市前融资总额也十分接近。不过，相比于接近的融资额和5%左右的市值差距，两家公司在收入、利润、销量，以及技术路线和产品布局等方面，存在着巨大差异。数据显示，今年1-6月份，理想ONE总共交付了9667辆汽车，在上半年新能源汽车销量排行中位列第九。而同期的蔚来ES6则交付了11613辆，在销量榜中排名第四，仅次于特斯拉Model3、广汽新能源AION.S和宝骏E100。其中6月份就交付了2465辆，是造车新势力的单车型销量冠军。再加上2435辆ES8，上半年蔚来汽车的销量超过理想45%。上半年国内新能源汽车销量排名从业绩对比上看，2019年，蔚来汽车的营收、净利分别为78.25亿元和-114.13亿元，理想汽车则分别为2.84亿元和-24.39亿元；2020年一季度，蔚来汽车营收、净利分别为13.72亿元和-17.23亿元，理想汽车分别为8.52亿元和-0.77亿元。相比于蔚来汽车的换电模式，由于无需新建换电站等资本投入，采用油电混动模式的理想ONE在初期投入阶段能够更快的扭亏。不过，随着换电站的逐步布局完善，以及电池容量的不断提升，理想ONE的混动模式将不可避免会经受市场的更大考验。值得一提的是，“美团系”在理想的上市前后给予了巨大帮助，多次入股并已持有超过27%股权。理想上市时，王兴也曾公开表示，“理想ONE会是造车新势力第一款交付过10万辆的车型”。然而，作为理想汽车目前唯一的一款量产车型，理想ONE上半年销量还不及蔚来刚推出不久的ES6。理想ONE是不是第一款交付过10万的车型尚不可知，蔚来汽车Q2以10331台的销量，率先成为了所有造车新势力中，首个完成单季度销量过万的企业。不得不提的是，理想汽车今年4月的销量为2600辆，5月时下滑至2148辆，6月的销量已不足2000辆，在竞争对手销量不断增加的情况下，理想ONE销量却在走下坡路。而理想的下一款定位高端的SUV则很可能要在2022年后才能上市，这两年主要依靠理想ONE这一种车型。眼下，显得有些“独木难支”的理想，市值却快要追上了蔚来。到底是蔚来低估了，还是理想高估了？销量差距极大 传统车企低估了还是造车新势力高估了？随着龙头特斯拉的股价屡创新高，蔚来和理想也得到了市场追捧，两家公司目前市值均超千亿人民币。不过，不得不承认，国内“新势力们”相比传统车企，销量差距依然十分明显。上半年全球新能源乘用车分企业销量排名今年上半年，全球新能源乘用车分企业的销量排名可以看到，国内最大的造车新势力蔚来，新能源汽车销量为14169台，仅排在第20位，相比大众、宝马、比亚迪(85.380,-3.35,-3.78%)等传统车企同期5万台以上的新能源车销量，差距极大。理想、小鹏、威马等其他国内新势力公司尽管销量增速较快，但由于基数太低，甚至未能进入榜单。如果再考虑到动辄几十上百万台的传统燃油车，新势力们的销量则更是落后了几个数量级。那么，到底是2000亿的比亚迪、上汽们被低估了，还是1000亿的蔚来、理想们被高估了？被特斯拉带起来的国内新势力估值，是否还能继续维持甚至再创新高，只有等待未来市场的销量给出答案。","news_type":1},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
