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01-03

什么意思？

Press Release: NIO Inc. Announces Repurchase Right Notification for 0.00% Convertible Senior Notes due 2026

2023-12-10

结硬寨打呆仗

三季度经营大幅改善，蔚来何以起势？

2023-07-21

二万

蔚来总裁秦力洪：7月会有一个让大家有信心的数字

2023-02-06

你以为的恰恰也是我以为的

NIO: Not Much To Hold It Back In 2023 And Onward

2023-01-06

降价救不了特斯拉

23万元的特斯拉，治不好马斯克的焦虑

2023-01-05

国内交付了多少辆

特斯拉上海超级工厂2022年全年交付超71万辆，同比增长48%

去老虎APP查看更多动态

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Announces Repurchase Right Notification for 0.00% Convertible Senior Notes due 2026","url":"https://stock-news.laohu8.com/highlight/detail?id=2400263608","media":"Dow Jones","summary":"SHANGHAI, China, Jan. 03, 2024  -- NIO Inc.  , a pioneer and a leading company in the premium smart electric vehicle market, today announced that it is notifying holders of its 0.00% Convertible Senior Notes due 2026   that pursuant to the Indenture dated as of January 15, 2021  relating to the Notes by and between the Company and The Deutsche Bank Trust Company Americas, as trustee, each holder has the right, at the option of such holder, to require the Company to repurchase all of such holder's Notes or any portion thereof that is an integral multiple of US$1,000 principal amount for cash on February 1, 2024 . The Repurchase Right expires at 5:00 p.m., New York City time, on Wednesday, January 31, 2024.The opportunity for holders of the Notes to exercise the Repurchase Right commences at 9:00 a.m., New York City time today, January 3, 2024, and will terminate at 5:00 p.m., New York City time, on Wednesday, January 31, 2024. In order to exercise the Repurchase Right, a holder must fol","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  NIO Inc. Announces Repurchase Right Notification for 0.00% Convertible Senior Notes due 2026 \n</p>\n<p>\n  SHANGHAI, China, Jan. 03, 2024 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (\"NIO\" or the \"Company\"), a pioneer and a leading company in the premium smart electric vehicle market, today announced that it is notifying holders of its 0.00% Convertible Senior Notes due 2026 (CUSIP No. 62914VAE6) (the \"Notes\") that pursuant to the Indenture dated as of January 15, 2021 (the \"Indenture\") relating to the Notes by and between the Company and The Deutsche Bank Trust Company Americas, as trustee, each holder has the right, at the option of such holder, to require the Company to repurchase all of such holder's Notes or any portion thereof that is an integral multiple of US$1,000 principal amount for cash on February 1, 2024 (the \"Repurchase Right\"). The Repurchase Right expires at 5:00 p.m., New York City time, on Wednesday, January 31, 2024. \n</p>\n<p>\n  As required by rules of the United States Securities and Exchange Commission (the \"SEC\"), the Company will file a Tender Offer Statement on Schedule TO. In addition, documents specifying the terms, conditions and procedures for exercising the Repurchase Right will be available through the Depository Trust Company and the paying agent, which is The Deutsche Bank Trust Company Americas. None of the Company, its board of directors or its employees has made or is making any representation or recommendation to any holder as to whether to exercise or refrain from exercising the Repurchase Right. \n</p>\n<p>\n  The Repurchase Right entitles each holder of the Notes to require the Company to repurchase all of such holder's Notes or any portion thereof that is an integral multiple of US$1,000 principal amount. The repurchase price for such Notes will be equal to 100% of the principal amount of the Notes to be repurchased, plus any accrued and unpaid additional interest, if any, to, but excluding, February 1, 2024, which is the date specified for repurchase in the Indenture (the \"Repurchase Date\"), subject to the terms and conditions of the Indenture and the Notes. Pursuant to the terms of the Indenture and the Notes, the Company will pay additional interest, if any, at its sole election as the sole remedy relating to certain failure by the Company to comply with its reporting obligations. Such failures have not occurred to date. As of January 2, 2024, there was US$301,448,000.00 in aggregate principal amount of the Notes outstanding. If all outstanding Notes are surrendered for repurchase through exercise of the Repurchase Right, the aggregate cash purchase price will be US$301,448,000.00. \n</p>\n<p>\n  The opportunity for holders of the Notes to exercise the Repurchase Right commences at 9:00 a.m., New York City time today, January 3, 2024, and will terminate at 5:00 p.m., New York City time, on Wednesday, January 31, 2024. In order to exercise the Repurchase Right, a holder must follow the transmittal procedures set forth in the Company's Repurchase Right Notice to holders (the \"Repurchase Right Notice\"), which is available through the Depository Trust Company and The Deutsche Bank Trust Company Americas. Holders may withdraw any previously tendered Notes pursuant to the terms of the Repurchase Right at any time prior to 5:00 p.m., New York City time, on Wednesday, January 31, 2024, or as otherwise provided by applicable law. \n</p>\n<p>\n  This press release is for information only and is not an offer to purchase, a solicitation of an offer to purchase, or a solicitation of an offer to sell the Notes or any other securities of the Company. The offer to purchase the Notes will be only pursuant to, and the Notes may be tendered only in accordance with, the Company's Repurchase Right Notice dated January 3, 2024 and related documents. \n</p>\n<p>\n  Holders of the Notes should refer to the Indenture for a complete description of repurchase procedures and direct any questions concerning the mechanics of repurchase to the Trustee by contacting The Deutsche Bank Trust Company Americas. Holders of Notes may request the Company's Repurchase Right Notice from the paying agent, The Deutsche Bank Trust Company Americas, c/o DB Services Americas Inc., at 5022 Gate Parkway Suite 200, MS JCK01-218, Jacksonville, FL 32256 (email: db.reorg@db.com). \n</p>\n<p>\n  HOLDERS OF NOTES AND OTHER INTERESTED PARTIES ARE URGED TO READ THE COMPANY'S SCHEDULE TO, REPURCHASE RIGHT NOTICE AND OTHER RELEVANT DOCUMENTS FILED WITH THE SEC WHEN THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION ABOUT NIO INC. AND THE REPURCHASE RIGHT. \n</p>\n<p>\n  Materials filed with the SEC will be available electronically without charge at the SEC's website, http://www.sec.gov. Documents filed with the SEC may also be obtained without charge at the Company's website, http://ir.nio.com. \n</p>\n<p>\n  About NIO Inc. \n</p>\n<p>\n  NIO Inc. is a pioneer and a leading company in the premium smart electric vehicle market. Founded in November 2014, NIO's mission is to shape a joyful lifestyle. NIO aims to build a community starting with smart electric vehicles to share joy and grow together with users. NIO designs, develops, jointly manufactures and sells premium smart electric vehicles, driving innovations in next-generation technologies in autonomous driving, digital technologies, electric powertrains and batteries. NIO differentiates itself through its continuous technological breakthroughs and innovations, such as its industry-leading battery swapping technologies, Battery as a Service, or BaaS, as well as its proprietary autonomous driving technologies and Autonomous Driving as a Service, or ADaaS. NIO's product portfolio consists of the ES8, a six-seater smart electric flagship SUV, the ES7 (or the EL7), a mid-large five-seater smart electric SUV, the ES6 (or the EL6), a five-seater all-round smart electric SUV, the EC7, a five-seater smart electric flagship coupe SUV, the EC6, a five-seater smart electric coupe SUV, the ET9, a smart electric executive flagship, the ET7, a smart electric flagship sedan, the ET5, a mid-size smart electric sedan, and the ET5T, a smart electric tourer. \n</p>\n<p>\n  For more information, please visit: http://ir.nio.com \n</p>\n<p>\n  Investor Relations \n</p>\n<p>\n  ir@nio.com \n</p>\n<p>\n  Media Relations \n</p>\n<p>\n  global.press@nio.com \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 03, 2024 06:00 ET (11:00 GMT)\n</p>\n</font>","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>Press Release: NIO Inc. Announces Repurchase Right Notification for 0.00% Convertible Senior Notes due 2026</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\">\nPress Release: NIO Inc. Announces Repurchase Right Notification for 0.00% Convertible Senior Notes due 2026\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-01-03 19:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  NIO Inc. Announces Repurchase Right Notification for 0.00% Convertible Senior Notes due 2026 \n</p>\n<p>\n  SHANGHAI, China, Jan. 03, 2024 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (\"NIO\" or the \"Company\"), a pioneer and a leading company in the premium smart electric vehicle market, today announced that it is notifying holders of its 0.00% Convertible Senior Notes due 2026 (CUSIP No. 62914VAE6) (the \"Notes\") that pursuant to the Indenture dated as of January 15, 2021 (the \"Indenture\") relating to the Notes by and between the Company and The Deutsche Bank Trust Company Americas, as trustee, each holder has the right, at the option of such holder, to require the Company to repurchase all of such holder's Notes or any portion thereof that is an integral multiple of US$1,000 principal amount for cash on February 1, 2024 (the \"Repurchase Right\"). The Repurchase Right expires at 5:00 p.m., New York City time, on Wednesday, January 31, 2024. \n</p>\n<p>\n  As required by rules of the United States Securities and Exchange Commission (the \"SEC\"), the Company will file a Tender Offer Statement on Schedule TO. In addition, documents specifying the terms, conditions and procedures for exercising the Repurchase Right will be available through the Depository Trust Company and the paying agent, which is The Deutsche Bank Trust Company Americas. None of the Company, its board of directors or its employees has made or is making any representation or recommendation to any holder as to whether to exercise or refrain from exercising the Repurchase Right. \n</p>\n<p>\n  The Repurchase Right entitles each holder of the Notes to require the Company to repurchase all of such holder's Notes or any portion thereof that is an integral multiple of US$1,000 principal amount. The repurchase price for such Notes will be equal to 100% of the principal amount of the Notes to be repurchased, plus any accrued and unpaid additional interest, if any, to, but excluding, February 1, 2024, which is the date specified for repurchase in the Indenture (the \"Repurchase Date\"), subject to the terms and conditions of the Indenture and the Notes. Pursuant to the terms of the Indenture and the Notes, the Company will pay additional interest, if any, at its sole election as the sole remedy relating to certain failure by the Company to comply with its reporting obligations. Such failures have not occurred to date. As of January 2, 2024, there was US$301,448,000.00 in aggregate principal amount of the Notes outstanding. If all outstanding Notes are surrendered for repurchase through exercise of the Repurchase Right, the aggregate cash purchase price will be US$301,448,000.00. \n</p>\n<p>\n  The opportunity for holders of the Notes to exercise the Repurchase Right commences at 9:00 a.m., New York City time today, January 3, 2024, and will terminate at 5:00 p.m., New York City time, on Wednesday, January 31, 2024. In order to exercise the Repurchase Right, a holder must follow the transmittal procedures set forth in the Company's Repurchase Right Notice to holders (the \"Repurchase Right Notice\"), which is available through the Depository Trust Company and The Deutsche Bank Trust Company Americas. Holders may withdraw any previously tendered Notes pursuant to the terms of the Repurchase Right at any time prior to 5:00 p.m., New York City time, on Wednesday, January 31, 2024, or as otherwise provided by applicable law. \n</p>\n<p>\n  This press release is for information only and is not an offer to purchase, a solicitation of an offer to purchase, or a solicitation of an offer to sell the Notes or any other securities of the Company. The offer to purchase the Notes will be only pursuant to, and the Notes may be tendered only in accordance with, the Company's Repurchase Right Notice dated January 3, 2024 and related documents. \n</p>\n<p>\n  Holders of the Notes should refer to the Indenture for a complete description of repurchase procedures and direct any questions concerning the mechanics of repurchase to the Trustee by contacting The Deutsche Bank Trust Company Americas. Holders of Notes may request the Company's Repurchase Right Notice from the paying agent, The Deutsche Bank Trust Company Americas, c/o DB Services Americas Inc., at 5022 Gate Parkway Suite 200, MS JCK01-218, Jacksonville, FL 32256 (email: db.reorg@db.com). \n</p>\n<p>\n  HOLDERS OF NOTES AND OTHER INTERESTED PARTIES ARE URGED TO READ THE COMPANY'S SCHEDULE TO, REPURCHASE RIGHT NOTICE AND OTHER RELEVANT DOCUMENTS FILED WITH THE SEC WHEN THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION ABOUT NIO INC. AND THE REPURCHASE RIGHT. \n</p>\n<p>\n  Materials filed with the SEC will be available electronically without charge at the SEC's website, http://www.sec.gov. Documents filed with the SEC may also be obtained without charge at the Company's website, http://ir.nio.com. \n</p>\n<p>\n  About NIO Inc. \n</p>\n<p>\n  NIO Inc. is a pioneer and a leading company in the premium smart electric vehicle market. Founded in November 2014, NIO's mission is to shape a joyful lifestyle. NIO aims to build a community starting with smart electric vehicles to share joy and grow together with users. NIO designs, develops, jointly manufactures and sells premium smart electric vehicles, driving innovations in next-generation technologies in autonomous driving, digital technologies, electric powertrains and batteries. NIO differentiates itself through its continuous technological breakthroughs and innovations, such as its industry-leading battery swapping technologies, Battery as a Service, or BaaS, as well as its proprietary autonomous driving technologies and Autonomous Driving as a Service, or ADaaS. NIO's product portfolio consists of the ES8, a six-seater smart electric flagship SUV, the ES7 (or the EL7), a mid-large five-seater smart electric SUV, the ES6 (or the EL6), a five-seater all-round smart electric SUV, the EC7, a five-seater smart electric flagship coupe SUV, the EC6, a five-seater smart electric coupe SUV, the ET9, a smart electric executive flagship, the ET7, a smart electric flagship sedan, the ET5, a mid-size smart electric sedan, and the ET5T, a smart electric tourer. \n</p>\n<p>\n  For more information, please visit: http://ir.nio.com \n</p>\n<p>\n  Investor Relations \n</p>\n<p>\n  ir@nio.com \n</p>\n<p>\n  Media Relations \n</p>\n<p>\n  global.press@nio.com \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 03, 2024 06:00 ET (11:00 GMT)\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4585":"ETF&股票定投概念","BK4504":"桥水持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4505":"高瓴资本持仓","NIO.SI":"蔚来","BK4532":"文艺复兴科技持仓","BK6125":"汽车制造商","BK4531":"中概回港概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","NIO":"蔚来","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","BK4555":"新能源车","09866":"蔚来-SW","BK4099":"汽车制造商","BK4526":"热门中概股","BK4509":"腾讯概念","BK4574":"无人驾驶","BK4588":"碎股"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2400263608","content_text":"NIO Inc. Announces Repurchase Right Notification for 0.00% Convertible Senior Notes due 2026 \n\n\n  SHANGHAI, China, Jan. 03, 2024 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (\"NIO\" or the \"Company\"), a pioneer and a leading company in the premium smart electric vehicle market, today announced that it is notifying holders of its 0.00% Convertible Senior Notes due 2026 (CUSIP No. 62914VAE6) (the \"Notes\") that pursuant to the Indenture dated as of January 15, 2021 (the \"Indenture\") relating to the Notes by and between the Company and The Deutsche Bank Trust Company Americas, as trustee, each holder has the right, at the option of such holder, to require the Company to repurchase all of such holder's Notes or any portion thereof that is an integral multiple of US$1,000 principal amount for cash on February 1, 2024 (the \"Repurchase Right\"). The Repurchase Right expires at 5:00 p.m., New York City time, on Wednesday, January 31, 2024. \n\n\n  As required by rules of the United States Securities and Exchange Commission (the \"SEC\"), the Company will file a Tender Offer Statement on Schedule TO. In addition, documents specifying the terms, conditions and procedures for exercising the Repurchase Right will be available through the Depository Trust Company and the paying agent, which is The Deutsche Bank Trust Company Americas. None of the Company, its board of directors or its employees has made or is making any representation or recommendation to any holder as to whether to exercise or refrain from exercising the Repurchase Right. \n\n\n  The Repurchase Right entitles each holder of the Notes to require the Company to repurchase all of such holder's Notes or any portion thereof that is an integral multiple of US$1,000 principal amount. The repurchase price for such Notes will be equal to 100% of the principal amount of the Notes to be repurchased, plus any accrued and unpaid additional interest, if any, to, but excluding, February 1, 2024, which is the date specified for repurchase in the Indenture (the \"Repurchase Date\"), subject to the terms and conditions of the Indenture and the Notes. Pursuant to the terms of the Indenture and the Notes, the Company will pay additional interest, if any, at its sole election as the sole remedy relating to certain failure by the Company to comply with its reporting obligations. Such failures have not occurred to date. As of January 2, 2024, there was US$301,448,000.00 in aggregate principal amount of the Notes outstanding. If all outstanding Notes are surrendered for repurchase through exercise of the Repurchase Right, the aggregate cash purchase price will be US$301,448,000.00. \n\n\n  The opportunity for holders of the Notes to exercise the Repurchase Right commences at 9:00 a.m., New York City time today, January 3, 2024, and will terminate at 5:00 p.m., New York City time, on Wednesday, January 31, 2024. In order to exercise the Repurchase Right, a holder must follow the transmittal procedures set forth in the Company's Repurchase Right Notice to holders (the \"Repurchase Right Notice\"), which is available through the Depository Trust Company and The Deutsche Bank Trust Company Americas. Holders may withdraw any previously tendered Notes pursuant to the terms of the Repurchase Right at any time prior to 5:00 p.m., New York City time, on Wednesday, January 31, 2024, or as otherwise provided by applicable law. \n\n\n  This press release is for information only and is not an offer to purchase, a solicitation of an offer to purchase, or a solicitation of an offer to sell the Notes or any other securities of the Company. The offer to purchase the Notes will be only pursuant to, and the Notes may be tendered only in accordance with, the Company's Repurchase Right Notice dated January 3, 2024 and related documents. \n\n\n  Holders of the Notes should refer to the Indenture for a complete description of repurchase procedures and direct any questions concerning the mechanics of repurchase to the Trustee by contacting The Deutsche Bank Trust Company Americas. Holders of Notes may request the Company's Repurchase Right Notice from the paying agent, The Deutsche Bank Trust Company Americas, c/o DB Services Americas Inc., at 5022 Gate Parkway Suite 200, MS JCK01-218, Jacksonville, FL 32256 (email: db.reorg@db.com). \n\n\n  HOLDERS OF NOTES AND OTHER INTERESTED PARTIES ARE URGED TO READ THE COMPANY'S SCHEDULE TO, REPURCHASE RIGHT NOTICE AND OTHER RELEVANT DOCUMENTS FILED WITH THE SEC WHEN THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION ABOUT NIO INC. AND THE REPURCHASE RIGHT. \n\n\n  Materials filed with the SEC will be available electronically without charge at the SEC's website, http://www.sec.gov. Documents filed with the SEC may also be obtained without charge at the Company's website, http://ir.nio.com. \n\n\n  About NIO Inc. \n\n\n  NIO Inc. is a pioneer and a leading company in the premium smart electric vehicle market. Founded in November 2014, NIO's mission is to shape a joyful lifestyle. NIO aims to build a community starting with smart electric vehicles to share joy and grow together with users. NIO designs, develops, jointly manufactures and sells premium smart electric vehicles, driving innovations in next-generation technologies in autonomous driving, digital technologies, electric powertrains and batteries. NIO differentiates itself through its continuous technological breakthroughs and innovations, such as its industry-leading battery swapping technologies, Battery as a Service, or BaaS, as well as its proprietary autonomous driving technologies and Autonomous Driving as a Service, or ADaaS. NIO's product portfolio consists of the ES8, a six-seater smart electric flagship SUV, the ES7 (or the EL7), a mid-large five-seater smart electric SUV, the ES6 (or the EL6), a five-seater all-round smart electric SUV, the EC7, a five-seater smart electric flagship coupe SUV, the EC6, a five-seater smart electric coupe SUV, the ET9, a smart electric executive flagship, the ET7, a smart electric flagship sedan, the ET5, a mid-size smart electric sedan, and the ET5T, a smart electric tourer. \n\n\n  For more information, please visit: http://ir.nio.com \n\n\n  Investor Relations \n\n\n  ir@nio.com \n\n\n  Media Relations \n\n\n  global.press@nio.com \n\n\n  (END) Dow Jones Newswires\n\n\n  January 03, 2024 06:00 ET (11:00 GMT)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":250613546414400,"gmtCreate":1702202050065,"gmtModify":1702202222617,"author":{"id":"3561597318814104","authorId":"3561597318814104","name":"塞北","avatar":"https://static.tigerbbs.com/23f1617ff2d07ebcbe9b6cd279805ef8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561597318814104","authorIdStr":"3561597318814104"},"themes":[],"htmlText":"结硬寨打呆仗","listText":"结硬寨打呆仗","text":"结硬寨打呆仗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/250613546414400","repostId":"2390828102","repostType":2,"repost":{"id":"2390828102","kind":"news","pubTimestamp":1702176143,"share":"https://www.laohu8.com/m/news/2390828102?lang=&edition=full","pubTime":"2023-12-10 10:42","market":"hk","language":"zh","title":"三季度经营大幅改善，蔚来何以起势？","url":"https://stock-news.laohu8.com/highlight/detail?id=2390828102","media":"蓝鲸财经","summary":"12月5日，蔚来的三季度财报出炉，这份季度成绩十分亮眼，营收、交付量等均创下历史新高，整车毛利率领跑中国纯电车品牌，意味着这家造车新势力领跑者的经营情况已然大幅改善。事实上，自11月起，蔚来的好消息便接连不断：11月21日、29日，蔚来陆续与长安汽车、吉利控股达成换电业务合作；三季度财报发布前夕，蔚来出现在工信部网站“车辆生产企业信用信息管理系统”中，有望获得独立生产资质。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.NIO&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.09866&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　12月5日，<span><a href=\"https://laohu8.com/S/NIO\">蔚来</a></span><span></span>的三季度财报出炉，这份季度成绩十分亮眼，营收、交付量等均创下历史新高，整车毛<span>利率</span>领跑中国纯电车品牌，意味着这家造车新势力领跑者的经营情况已然大幅改善。</p> <p>　　事实上，自11月起，<span href=\"http://quote.eastmoney.com/unify/r/106.NIO\" target=\"_blank\" web=\"1\"><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a></span>的好消息便接连不断：11月21日、29日，<span href=\"http://quote.eastmoney.com/unify/r/106.NIO\" target=\"_blank\" web=\"1\">蔚来</span>陆续与<span><a href=\"https://laohu8.com/S/000625\">长安汽车</a></span><span></span>、吉利控股达成换电业务合作；三季度财报发布前夕，蔚来出现在工信部网站“车辆生产企业信用信息管理系统”中，有望获得独立生产资质。此次电话会上，尽管未明确回应造车资质的事，但蔚来创始人、董事长、CEO李斌侧面表示：“从制造角度，如果我们完全由自己独立制造，制造成本会下降10%。”</p> <p>　　基于三季度的成绩单，李斌表示，接下来将继续专注于推进核心技术，开发关键产品，以及增强销售和服务能力。展望四季度发展，蔚来预计第四季度交付量为4.7-4.9万辆，同比增长17.3%至22.3%；<span>营业收入</span>为160.79亿元至167.01亿元，同比增长0.1%至4.0%。</p> <p>　　2023年，汽车市场价格战愈演愈烈，十几家汽车品牌争先推出优惠政策，部分车型甚至降价超30%，“以价换量”成为多数企业的选择。然而，面对同行们的“花式促销”，蔚来却始终坚持“不打价格战”，专注于推进技术创新和增强销售、服务能力。得益于稳定的价格体系，蔚来能够在整车生产形成规模效应后，提高整车毛<span>利率</span>，为企业长期发展留足空间，有更多“弹药”投入到技术研发中，而非陷入“降价旋涡”，真正做到“高筑墙，广积粮，缓称王”。</p> <p>　　扩大造血机能：创单季最高交付量纪录</p> <p>　　蔚来三季报的发布，无疑为蔚来用户及投资者注入一剂“强心针”。</p> <p>　　数据显示，蔚来三季度营收和交付量双双创下单季度历史新高：营收190.7亿元，环比增长117.4%，同比增长46.6%；交付量达到55,432台，环比增长135.7%，同比增长75.4%。</p> <p>　　更值得一提的是，整车毛利率环比大幅增长，重回两位数达到11%，这一数据水平在中国纯电车企中属于较高水平。在随后的电话会议中，管理层还表示，蔚来有信心在第四季度实现15%的毛利率。</p> <p>　　毫无疑问，随着三季度整体经营状况大幅改善，蔚来正开启一个“自我造血、自我循环”的新阶段。</p> <p>　　同样向好发展的还有公司现金储备。截至2023年9月30日，蔚来的现金及现金等价物、受限制现金、短期投资及长期定期存款为452亿元，较上季度大幅提升137亿元。</p> <p>　　现金储备的增长主要得益于三季度的多笔融资项目。今年7月，阿布扎比投资机构CYVN通过定向<span>增发</span><span>新股</span>和老股转让的方式完成总计约11亿美元的战略投资；在今年9月和10月，蔚来成功发行总计11.5亿美元的可转换优先债券。</p> <p>　　2023年还能保持如此的融资频次和融资金额，可见蔚来自身的实力及投资人对发展前景的看好。</p> <p>　　“长期主义”下的高端打磨</p> <p>　　“车企价格战”如火如荼进行的当下，拒绝“以价换量”的蔚来如何在激烈的竞争中构筑“发展护城河”？李斌在电话会上给出的答案是继续专注于推进核心技术，开发关键产品，以及增强销售和服务能力。</p> <p>　　蔚来相关负责人告诉蓝鲸记者，蔚来目前构建的“蔚来技术全栈”已覆盖了<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车制造业务的各个版块，多项技术成果行业领先，例如：国内首个全栈自研智能底盘域控制器（ICC），国内首个整车全域操作系统天枢SkyOS，业内首颗自研量产<span>激光雷达</span><span></span>主控芯片“杨戬”，以及NIO Link蔚来全景互联技术等。</p> <p>　　最新财报数据显示，蔚来三季度研发投入达30.4亿元，这已经是公司连续四个季度突破30亿元。事实上，自2016年起，蔚来便在研发领域持续投入，总金额接近400亿元，是新势力中研发投入最多的企业。</p> <p>　　大手笔的研发投入带来的成果非常可观，截至2023年10月底，蔚来全球申请中及已授权专利总数约7600件，远超其他新势力品牌。</p> <p>　　与此同时，蔚来产品也进行着迭代更新。2023年第三季度，随着全新EC6的上市及交付，蔚来正式完成产品代际切换，全面进入产品强周期，并成为<strong>全球首个完成技术平台垂直切换的智能电动汽车品牌</strong>。</p> <p>　　过硬的核心技术始终是蔚来在车企价格战中稳坐钓鱼台的重要法宝。目前蔚来第二代技术平台8款车型已形成最强产品矩阵，在30万-60万的价格区间能够充分满足用户多样化的需求，覆盖BBA 80%销量占比的主销市场。据了解，蔚来增换购车主中，有48%来自BBA，部分第二代技术平台车型甚至高达56%。</p> <p>　　不仅如此，今年1-10月，蔚来的销量增速达到40.2%，远超BBA和其他二线<span><a href=\"https://laohu8.com/S/DLX\">豪华</a></span><span></span>品牌；在市场占有率方面，蔚来更是强势领先，在成交均价30万以上的高端纯电市场占有率达60.6%。</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D25516239769963292220_w800h462.jpg\" width=\"580\"/></center><p>　　多维发力，发展势能不断向上</p> <p>　　乘联会数据显示，2023年10月，我<span><a href=\"https://laohu8.com/S/600617\">国新能源</a></span><span></span>车市场渗透率达到37.7%，其中纯电渗透率为24.3%，较去年提升2.8个百分点。这意味着，<span>新能源</span><span></span>汽车正在融入人们的生活出行，成为发展大势所趋。</p> <p>　　顺应市场发展潮流，蔚来已经搭建起从技术到产品再到补能服务基础设施等全产业链的业务闭环。技术方面，“蔚来技术全栈”覆盖智能电动汽车业务全景，能够满足蔚来在智能、电动、汽车，产品、服务、社区，多品牌、多平台、多区域三个维度、九大要素的研发和运营需求。</p> <p>　　值得一提的是蔚来在智能制造方面的成果，蔚来第二先进制造基地突破了传统大规模生产和个性化定制的矛盾局限，将多项世界领先的全自动智能设备和高柔性生产制造工艺引入生产车间，在满足多达近360万种个性化配置组合的情况下，从用户下单到整车下线仅需14天。</p> <p>　　困扰无数用户的补能问题也在一步步被蔚来解决。截至12月5日，蔚来累计在全球布局2226座换电站、3492座充电站、20479根<span>充电桩</span><span></span>，接入超146万根第三方<span href=\"http://quote.eastmoney.com/unify/r/90.BK0700\" target=\"_blank\" web=\"1\">充电桩</span>，可以毫不夸张地说蔚来目前是中国市场布局<span href=\"http://quote.eastmoney.com/unify/r/90.BK0700\" target=\"_blank\" web=\"1\">充电桩</span>和换电站最多的汽车品牌。</p> <p>　　基于庞大的充电站和换电站建设，蔚来在国内成功建立起 “7纵4横10大城市群”高速换电网络，据了解2025年还将打通“9纵9横19大城市群”高速换电网络。秉持着开放态度，李斌在财报电话会上还提到，蔚来将把大众市场品牌的<span>电池</span><span></span>包、换电站开放给合伙伙伴，目前充电桩业务基本已经盈亏平衡，也有投资者对NIO Power独立融资感兴趣，接下来不排除NIO Power独立融资。</p> <p>　　在门店布局方面，截至12月5日，蔚来已在全球累计布局142家蔚来中心、326家蔚来空间、314家蔚来服务中心、62家蔚来交付中心。</p> <p>　　李斌眼中的蔚来，2024会更好</p> <p>　　交出一份“出色的成绩单”后，蔚来的未来将驶向何方？李斌表示，“我们近期完成了对公司两年运营计划的全面规划，以确定关键目标、优先事项和行动计划。同时，我们明确了组织优化、降低成本和提高效率的机会。我们将继续专注于推进核心技术，开发关键产品以及增强销售和服务能力，对蔚来在智能电动汽车市场的长期竞争力充满信心。”</p> <p>　　换电业务方面，蔚来也将继续探索新的“降本”路径。11月21日、29日，蔚来陆续与<span href=\"http://quote.eastmoney.com/unify/r/0.000625\" target=\"_blank\" web=\"1\">长安汽车</span>、吉利控股达成换电业务合作，这意味着蔚来换电体系正式从私域专属迈向公共服务领域。“随着NIO Power换电体系的开放，可有效摊薄运营成本。”李斌在电话会上对换电业务表露出很高的期望。不难看出，蔚来的换电路线正在走出一条“基建先行-政策突破-内部闭环-全场景验证-对外开放”的路径。</p> <p>　　据悉，2023年年底蔚来还将在NIO Day上发布一款全新旗舰车型，今年这场蔚来与用户一年一度的盛会将于2023年12月23日在西安举办。</p> <p>　　新车动态消息之外，蔚来的第二品牌阿尔卑斯发展方向也格外吸引公众关注。据了解，第二品牌的第一款车已在近期完成了VB车（开发验证试制样车）试制。“我们对这款车很有信心，还有时间持续优化。”李斌对第二品牌的首款车寄予厚望，并表示在销售方面，NIO和阿尔卑斯门店不共享，部分服务网络会共用。</p> <p>　　在李斌的预期中，2024年高端市场的油转电会提速，其中基础设施建设会进一步推动油转电。“目前，我们在江浙沪拥有700多座换电站，三个省市超过同价位BBA销量，可见基础设施对销量促进很有作用。”</p> <p>　　对于2024年的规划，李斌透露第二代技术平台产品会有小改款，不会有大改动。已经建立起强大产品矩阵的蔚来，接下来的重点将会是在保持质量和供应链稳定的前提下，一步步地稳扎稳打、持续拓展业务发展。接下来，蔚来在成熟建立的换电站网络基础上，开始面向行业共享换电网络的建设。</p> <p>　　智能电动汽车赛道的竞争仍在继续，未来注定是创新者和长期主义者的主战场。2023年的价格战或许还将持续下去，市场也将从不同维度考验着汽车品牌的应变能力。但在李斌看来，蔚来会按照自己的步伐前进，2024年比2023年会更好。</p><p>（文章来源：蓝鲸财经）</p> </div></body></html>","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>三季度经营大幅改善，蔚来何以起势？</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三季度经营大幅改善，蔚来何以起势？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-10 10:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202312102928789048.html><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月5日，蔚来的三季度财报出炉，这份季度成绩十分亮眼，营收、交付量等均创下历史新高，整车毛利率领跑中国纯电车品牌，意味着这家造车新势力领跑者的经营情况已然大幅改善。 　　事实上，自11月起，蔚来的好消息便接连不断：11月21日、29日，蔚来陆续与长安汽车、吉利控股达成换电业务合作；三季度财报发布前夕，蔚来出现在工信部网站“车辆生产企业信用信息管理系统”中，有望获得独立生产资质。此次电话会上，尽管...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202312102928789048.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4574":"无人驾驶","NIO.SI":"蔚来","NIO":"蔚来","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4509":"腾讯概念","BK1588":"回港中概股","09866":"蔚来-SW","BK4526":"热门中概股","BK1119":"汽车制造商","BK4588":"碎股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓"},"source_url":"http://finance.eastmoney.com/a/202312102928789048.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2390828102","content_text":"12月5日，蔚来的三季度财报出炉，这份季度成绩十分亮眼，营收、交付量等均创下历史新高，整车毛利率领跑中国纯电车品牌，意味着这家造车新势力领跑者的经营情况已然大幅改善。 　　事实上，自11月起，蔚来的好消息便接连不断：11月21日、29日，蔚来陆续与长安汽车、吉利控股达成换电业务合作；三季度财报发布前夕，蔚来出现在工信部网站“车辆生产企业信用信息管理系统”中，有望获得独立生产资质。此次电话会上，尽管未明确回应造车资质的事，但蔚来创始人、董事长、CEO李斌侧面表示：“从制造角度，如果我们完全由自己独立制造，制造成本会下降10%。” 　　基于三季度的成绩单，李斌表示，接下来将继续专注于推进核心技术，开发关键产品，以及增强销售和服务能力。展望四季度发展，蔚来预计第四季度交付量为4.7-4.9万辆，同比增长17.3%至22.3%；营业收入为160.79亿元至167.01亿元，同比增长0.1%至4.0%。 　　2023年，汽车市场价格战愈演愈烈，十几家汽车品牌争先推出优惠政策，部分车型甚至降价超30%，“以价换量”成为多数企业的选择。然而，面对同行们的“花式促销”，蔚来却始终坚持“不打价格战”，专注于推进技术创新和增强销售、服务能力。得益于稳定的价格体系，蔚来能够在整车生产形成规模效应后，提高整车毛利率，为企业长期发展留足空间，有更多“弹药”投入到技术研发中，而非陷入“降价旋涡”，真正做到“高筑墙，广积粮，缓称王”。 　　扩大造血机能：创单季最高交付量纪录 　　蔚来三季报的发布，无疑为蔚来用户及投资者注入一剂“强心针”。 　　数据显示，蔚来三季度营收和交付量双双创下单季度历史新高：营收190.7亿元，环比增长117.4%，同比增长46.6%；交付量达到55,432台，环比增长135.7%，同比增长75.4%。 　　更值得一提的是，整车毛利率环比大幅增长，重回两位数达到11%，这一数据水平在中国纯电车企中属于较高水平。在随后的电话会议中，管理层还表示，蔚来有信心在第四季度实现15%的毛利率。 　　毫无疑问，随着三季度整体经营状况大幅改善，蔚来正开启一个“自我造血、自我循环”的新阶段。 　　同样向好发展的还有公司现金储备。截至2023年9月30日，蔚来的现金及现金等价物、受限制现金、短期投资及长期定期存款为452亿元，较上季度大幅提升137亿元。 　　现金储备的增长主要得益于三季度的多笔融资项目。今年7月，阿布扎比投资机构CYVN通过定向增发新股和老股转让的方式完成总计约11亿美元的战略投资；在今年9月和10月，蔚来成功发行总计11.5亿美元的可转换优先债券。 　　2023年还能保持如此的融资频次和融资金额，可见蔚来自身的实力及投资人对发展前景的看好。 　　“长期主义”下的高端打磨 　　“车企价格战”如火如荼进行的当下，拒绝“以价换量”的蔚来如何在激烈的竞争中构筑“发展护城河”？李斌在电话会上给出的答案是继续专注于推进核心技术，开发关键产品，以及增强销售和服务能力。 　　蔚来相关负责人告诉蓝鲸记者，蔚来目前构建的“蔚来技术全栈”已覆盖了智能电动汽车制造业务的各个版块，多项技术成果行业领先，例如：国内首个全栈自研智能底盘域控制器（ICC），国内首个整车全域操作系统天枢SkyOS，业内首颗自研量产激光雷达主控芯片“杨戬”，以及NIO Link蔚来全景互联技术等。 　　最新财报数据显示，蔚来三季度研发投入达30.4亿元，这已经是公司连续四个季度突破30亿元。事实上，自2016年起，蔚来便在研发领域持续投入，总金额接近400亿元，是新势力中研发投入最多的企业。 　　大手笔的研发投入带来的成果非常可观，截至2023年10月底，蔚来全球申请中及已授权专利总数约7600件，远超其他新势力品牌。 　　与此同时，蔚来产品也进行着迭代更新。2023年第三季度，随着全新EC6的上市及交付，蔚来正式完成产品代际切换，全面进入产品强周期，并成为全球首个完成技术平台垂直切换的智能电动汽车品牌。 　　过硬的核心技术始终是蔚来在车企价格战中稳坐钓鱼台的重要法宝。目前蔚来第二代技术平台8款车型已形成最强产品矩阵，在30万-60万的价格区间能够充分满足用户多样化的需求，覆盖BBA 80%销量占比的主销市场。据了解，蔚来增换购车主中，有48%来自BBA，部分第二代技术平台车型甚至高达56%。 　　不仅如此，今年1-10月，蔚来的销量增速达到40.2%，远超BBA和其他二线豪华品牌；在市场占有率方面，蔚来更是强势领先，在成交均价30万以上的高端纯电市场占有率达60.6%。 　　多维发力，发展势能不断向上 　　乘联会数据显示，2023年10月，我国新能源车市场渗透率达到37.7%，其中纯电渗透率为24.3%，较去年提升2.8个百分点。这意味着，新能源汽车正在融入人们的生活出行，成为发展大势所趋。 　　顺应市场发展潮流，蔚来已经搭建起从技术到产品再到补能服务基础设施等全产业链的业务闭环。技术方面，“蔚来技术全栈”覆盖智能电动汽车业务全景，能够满足蔚来在智能、电动、汽车，产品、服务、社区，多品牌、多平台、多区域三个维度、九大要素的研发和运营需求。 　　值得一提的是蔚来在智能制造方面的成果，蔚来第二先进制造基地突破了传统大规模生产和个性化定制的矛盾局限，将多项世界领先的全自动智能设备和高柔性生产制造工艺引入生产车间，在满足多达近360万种个性化配置组合的情况下，从用户下单到整车下线仅需14天。 　　困扰无数用户的补能问题也在一步步被蔚来解决。截至12月5日，蔚来累计在全球布局2226座换电站、3492座充电站、20479根充电桩，接入超146万根第三方充电桩，可以毫不夸张地说蔚来目前是中国市场布局充电桩和换电站最多的汽车品牌。 　　基于庞大的充电站和换电站建设，蔚来在国内成功建立起 “7纵4横10大城市群”高速换电网络，据了解2025年还将打通“9纵9横19大城市群”高速换电网络。秉持着开放态度，李斌在财报电话会上还提到，蔚来将把大众市场品牌的电池包、换电站开放给合伙伙伴，目前充电桩业务基本已经盈亏平衡，也有投资者对NIO Power独立融资感兴趣，接下来不排除NIO Power独立融资。 　　在门店布局方面，截至12月5日，蔚来已在全球累计布局142家蔚来中心、326家蔚来空间、314家蔚来服务中心、62家蔚来交付中心。 　　李斌眼中的蔚来，2024会更好 　　交出一份“出色的成绩单”后，蔚来的未来将驶向何方？李斌表示，“我们近期完成了对公司两年运营计划的全面规划，以确定关键目标、优先事项和行动计划。同时，我们明确了组织优化、降低成本和提高效率的机会。我们将继续专注于推进核心技术，开发关键产品以及增强销售和服务能力，对蔚来在智能电动汽车市场的长期竞争力充满信心。” 　　换电业务方面，蔚来也将继续探索新的“降本”路径。11月21日、29日，蔚来陆续与长安汽车、吉利控股达成换电业务合作，这意味着蔚来换电体系正式从私域专属迈向公共服务领域。“随着NIO Power换电体系的开放，可有效摊薄运营成本。”李斌在电话会上对换电业务表露出很高的期望。不难看出，蔚来的换电路线正在走出一条“基建先行-政策突破-内部闭环-全场景验证-对外开放”的路径。 　　据悉，2023年年底蔚来还将在NIO Day上发布一款全新旗舰车型，今年这场蔚来与用户一年一度的盛会将于2023年12月23日在西安举办。 　　新车动态消息之外，蔚来的第二品牌阿尔卑斯发展方向也格外吸引公众关注。据了解，第二品牌的第一款车已在近期完成了VB车（开发验证试制样车）试制。“我们对这款车很有信心，还有时间持续优化。”李斌对第二品牌的首款车寄予厚望，并表示在销售方面，NIO和阿尔卑斯门店不共享，部分服务网络会共用。 　　在李斌的预期中，2024年高端市场的油转电会提速，其中基础设施建设会进一步推动油转电。“目前，我们在江浙沪拥有700多座换电站，三个省市超过同价位BBA销量，可见基础设施对销量促进很有作用。” 　　对于2024年的规划，李斌透露第二代技术平台产品会有小改款，不会有大改动。已经建立起强大产品矩阵的蔚来，接下来的重点将会是在保持质量和供应链稳定的前提下，一步步地稳扎稳打、持续拓展业务发展。接下来，蔚来在成熟建立的换电站网络基础上，开始面向行业共享换电网络的建设。 　　智能电动汽车赛道的竞争仍在继续，未来注定是创新者和长期主义者的主战场。2023年的价格战或许还将持续下去，市场也将从不同维度考验着汽车品牌的应变能力。但在李斌看来，蔚来会按照自己的步伐前进，2024年比2023年会更好。（文章来源：蓝鲸财经）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":200115003277360,"gmtCreate":1689889892470,"gmtModify":1689890003215,"author":{"id":"3561597318814104","authorId":"3561597318814104","name":"塞北","avatar":"https://static.tigerbbs.com/23f1617ff2d07ebcbe9b6cd279805ef8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561597318814104","authorIdStr":"3561597318814104"},"themes":[],"htmlText":"二万","listText":"二万","text":"二万","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/200115003277360","repostId":"1116966672","repostType":2,"repost":{"id":"1116966672","kind":"news","pubTimestamp":1689842926,"share":"https://www.laohu8.com/m/news/1116966672?lang=&edition=full","pubTime":"2023-07-20 16:48","market":"us","language":"zh","title":"蔚来总裁秦力洪：7月会有一个让大家有信心的数字","url":"https://stock-news.laohu8.com/highlight/detail?id=1116966672","media":"新浪科技","summary":"今年6月蔚来交付新车10707台，环比增长74.0%，扭转了此前的销量颓势。","content":"<html><head></head><body><p>在今日的NIO PowerDay 2023上，蔚来联合创始人、总裁秦力洪，蔚来高级副总裁沈斐接受媒体采访。</p><p style=\"text-align: start;\">对于推出多款二代平台产品是否会对老车型销量造成影响，秦力洪表示，品牌越高端产品越个性，品牌越大众化产品越标准化。作为高端品牌，蔚来的产品不会太少，与BBA相比，款型也是几分之一。</p><p style=\"text-align: start;\">数据显示，今年6月蔚来交付新车10707台，环比增长74.0%，扭转了此前的销量颓势。秦力洪表示，<strong>6月销量回暖在预期之中，7月会有一个让大家有信心的数字。</strong></p></body></html>","source":"sina_tech","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>蔚来总裁秦力洪：7月会有一个让大家有信心的数字</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蔚来总裁秦力洪：7月会有一个让大家有信心的数字\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-20 16:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/it/2023-07-20/doc-imzciprp9206940.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在今日的NIO PowerDay 2023上，蔚来联合创始人、总裁秦力洪，蔚来高级副总裁沈斐接受媒体采访。对于推出多款二代平台产品是否会对老车型销量造成影响，秦力洪表示，品牌越高端产品越个性，品牌越大众化产品越标准化。作为高端品牌，蔚来的产品不会太少，与BBA相比，款型也是几分之一。数据显示，今年6月蔚来交付新车10707台，环比增长74.0%，扭转了此前的销量颓势。秦力洪表示，6月销量回暖在预期...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/it/2023-07-20/doc-imzciprp9206940.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/0c7c486c1301905ed4ef80878c7c6a41","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://finance.sina.com.cn/tech/it/2023-07-20/doc-imzciprp9206940.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116966672","content_text":"在今日的NIO PowerDay 2023上，蔚来联合创始人、总裁秦力洪，蔚来高级副总裁沈斐接受媒体采访。对于推出多款二代平台产品是否会对老车型销量造成影响，秦力洪表示，品牌越高端产品越个性，品牌越大众化产品越标准化。作为高端品牌，蔚来的产品不会太少，与BBA相比，款型也是几分之一。数据显示，今年6月蔚来交付新车10707台，环比增长74.0%，扭转了此前的销量颓势。秦力洪表示，6月销量回暖在预期之中，7月会有一个让大家有信心的数字。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622503379,"gmtCreate":1675695924291,"gmtModify":1675699171771,"author":{"id":"3561597318814104","authorId":"3561597318814104","name":"塞北","avatar":"https://static.tigerbbs.com/23f1617ff2d07ebcbe9b6cd279805ef8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561597318814104","authorIdStr":"3561597318814104"},"themes":[],"htmlText":"你以为的恰恰也是我以为的","listText":"你以为的恰恰也是我以为的","text":"你以为的恰恰也是我以为的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622503379","repostId":"1135846084","repostType":2,"repost":{"id":"1135846084","kind":"news","pubTimestamp":1675686956,"share":"https://www.laohu8.com/m/news/1135846084?lang=&edition=full","pubTime":"2023-02-06 20:35","market":"hk","language":"en","title":"NIO: Not Much To Hold It Back In 2023 And Onward","url":"https://stock-news.laohu8.com/highlight/detail?id=1135846084","media":"Seeking Alpha","summary":"SummaryNIO's deliveries were down 46 percent from December 2022 but were primarily from the Chinese ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO&#39;s deliveries were down 46 percent from December 2022 but were primarily from the Chinese New Year, not something related to the market.</li><li>Concerns over Tesla&#39;s cutting prices are far overblown, as NIO, at this time, primarily competes in the premium EV market, not the lower end.</li><li>NIO and CATL recently enhanced their agreement with one another, including improving supply chain efficiency and supporting overseas expansion.</li></ul><p>NIO Inc. (NYSE: NIO) is primed for strong growth in 2023 and onward, as the company continues to position itself for long-term growth by expanding to overseas markets, improving and scaling of its proprietary battery-as-a-service (BaaS) program, and its ongoing strategy of designing new models that will compete at different price points in the EV market.</p><p>While there could be some temporary hiccups going forward, such as the possibility of occasional lockdowns associated with COVID-19, or supply chain constraints that would hold back the full production potential of the EV maker, I see them being less of a factor in the quarters ahead and should result in NIO vastly outperforming in 2023 when measured against 2022.</p><p>Even though the company only delivered 8,506 vehicles in January 2022, which was down 12 percent year-over-year, it followed a record number of vehicles delivered in December 2022, which came in at 15,815, up 50.8 percent year-over-year. The reason for the significant drop was from the Chinese New Year being celebrated in January in 2023, rather than mostly being celebrated during February in 2022.</p><p>That, of course, needs to be considered in evaluating the company at this time. But in February 2023 it also needs to be taken into consideration when the numbers should easily beat last year&#39;s deliveries because of the Chinese New Year being in February of 2022.</p><p>In this article we&#39;ll look at some of the recent developments in regard to NIO and why I continue to like the direction it&#39;s going in.</p><p><b>The Tesla factor</b></p><p>Some investors and commentators have pointed to the recent decision by Tesla (TSLA) to cut prices on its Model Y, which appears to be triggering more demand for the vehicles, as being a risk to NIO.</p><p>But as it relates to its current product line, it&#39;s not a factor in the Chinese EV market, as NIO continues to compete in the premium segment of the market, while Tesla competes in the lower end of the EV sector.</p><p>Later on, when NIO releases a model that directly competes with Tesla&#39;s Model Y, it could be a challenge for NIO if Tesla continues to keep prices down. Much of that depends upon how successful the lower prices are for generating demand for the Model Y, and if and when Tesla decides to boost the price in order to improve margin and earnings.</p><p>In the near term I don&#39;t see the lower price being a factor in NIO&#39;s performance unless some potential buyers opt for a lower priced vehicle because of economic concerns in relationship to a recession hitting that is deeper and longer than most expect at this time.</p><p>Even so, with the customer base NIO targets, it would probably have to be a hard and long recession if it were to have a significant impact on the performance of the company.</p><p><b>New agreement with CATL</b></p><p>Nio and China-based Contemporary Amperex Technology (CATL)recently enhanced their existing agreement by signing a new five-year cooperation agreement which, among other things, will focus on improving &#34;supply-demand coordination&#34; and accelerate NIO&#39;s overseas expansion.</p><p>Other elements of the agreement include advancing &#34;technological cooperation in new brands, new projects and new markets,&#34; along with further developing &#34;the business model centering on long-life batteries.&#34;</p><p>Some of the things in the agreement look to be solid concerning being of long-term value to NIO, but in the near term, the two things I particularly like are the acceleration of its overseas expansion and improving NIO&#39;s supply chain by building a more efficient system in connection with its battery supply.</p><p>If the agreement helps mitigate some of the supply chain issues NIO has faced and help it scale quicker in Europe, it will be a strong growth catalyst in the quarters and years ahead.</p><p><b>Share price movement</b></p><p>Since June 1, 2020, when NIO was trading at a low of approximately $4.15 per share, it began an explosive run, leading to its all-time high of about $67.00 per share by June 11, 2021.</p><p>That type of movement was obviously unsustainable, and the stock started to correct, falling to approximately $31.00 per share on May 10, 2021, before rebounding to about $55.00 per share on June 28, 2021, before beginning a prolonged downward spiral that it hasn&#39;t yet recovered from, even though it&#39;s trading $11.25 as I write, bouncing off its 52-week low of $8.375 on October 24, 2022.</p><p><img src=\"https://static.tigerbbs.com/1b20d7e1874b437eb8a8afcd271fc6c8\" tg-width=\"640\" tg-height=\"320\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TradingView</p><p>In my opinion, at the current price range NIO has been trading in, these are excellent entry points that I have no doubt will generate meaningful returns for shareholders.</p><p>And for those that already are in at a much higher cost basis, it&#39;s a good time to add to a position as long as doesn&#39;t result in too big of an overall position in the company; we need to maintain discipline concerning position size. I have a cost basis higher than I would like, but I&#39;m not going to break discipline and add more to the position, which would increase my risk if my thesis ends up being wrong.</p><p>In my view, it&#39;s not a matter of if NIO recovers and resumes its upward growth trend, it&#39;s only a matter of when. An entry point where it&#39;s trading at now removes a lot of the downside risk from the stock.</p><p><b>Conclusion</b></p><p>I like where NIO is positioned at this time, because of it rolling out new models, expanding into Europe, and improving its batteries and battery swap service.</p><p>Even though could be more temporary disruptions in the Chinese EV market from possible lockdowns and supply chain issues, it appears China is going to continue to open up and supply chain constraints are sustainably improving.</p><p>With its new partnership with CATL, that should further mitigate some of its supply chain risks, as well as increase the pace of expansion into Europe.</p><p>Taking into account Tesla&#39;s decision to cut prices on its Model Y shouldn&#39;t have much, if any impact on NIO in the near term, other than it possibly losing a limited amount sales if the recession hits and consumers decide to buy down because of economic uncertainties. Further out, once NIO releases its competitor to Tesla&#39;s Model Y, lower prices could be a factor in its performance if Tesla keeps prices low.</p><p>Even if that&#39;s how it plays out, NIO, because it&#39;s expanding its line of models to compete at most price points of the EV market, will have limited exposure to Tesla&#39;s pricing strategy further down the road, when taking into consideration all the models it&#39;s going to release in the future.</p><p>I believe the headwinds NIO is facing are all temporary, and as the economy and market improve, along with its supply chain, it&#39;s very well positioned for a prolonged run that I see as having a solid chance of driving strong returns for NIO shareholders.</p></body></html>","source":"seekingalpha_fund","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>NIO: Not Much To Hold It Back In 2023 And Onward</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; 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}\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\">\nNIO: Not Much To Hold It Back In 2023 And Onward\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-06 20:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4575546-nio-stock-not-much-to-hold-it-back-in-2023-and-onward><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO's deliveries were down 46 percent from December 2022 but were primarily from the Chinese New Year, not something related to the market.Concerns over Tesla's cutting prices are far overblown...</p>\n\n<a href=\"https://seekingalpha.com/article/4575546-nio-stock-not-much-to-hold-it-back-in-2023-and-onward\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://seekingalpha.com/article/4575546-nio-stock-not-much-to-hold-it-back-in-2023-and-onward","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135846084","content_text":"SummaryNIO's deliveries were down 46 percent from December 2022 but were primarily from the Chinese New Year, not something related to the market.Concerns over Tesla's cutting prices are far overblown, as NIO, at this time, primarily competes in the premium EV market, not the lower end.NIO and CATL recently enhanced their agreement with one another, including improving supply chain efficiency and supporting overseas expansion.NIO Inc. (NYSE: NIO) is primed for strong growth in 2023 and onward, as the company continues to position itself for long-term growth by expanding to overseas markets, improving and scaling of its proprietary battery-as-a-service (BaaS) program, and its ongoing strategy of designing new models that will compete at different price points in the EV market.While there could be some temporary hiccups going forward, such as the possibility of occasional lockdowns associated with COVID-19, or supply chain constraints that would hold back the full production potential of the EV maker, I see them being less of a factor in the quarters ahead and should result in NIO vastly outperforming in 2023 when measured against 2022.Even though the company only delivered 8,506 vehicles in January 2022, which was down 12 percent year-over-year, it followed a record number of vehicles delivered in December 2022, which came in at 15,815, up 50.8 percent year-over-year. The reason for the significant drop was from the Chinese New Year being celebrated in January in 2023, rather than mostly being celebrated during February in 2022.That, of course, needs to be considered in evaluating the company at this time. But in February 2023 it also needs to be taken into consideration when the numbers should easily beat last year's deliveries because of the Chinese New Year being in February of 2022.In this article we'll look at some of the recent developments in regard to NIO and why I continue to like the direction it's going in.The Tesla factorSome investors and commentators have pointed to the recent decision by Tesla (TSLA) to cut prices on its Model Y, which appears to be triggering more demand for the vehicles, as being a risk to NIO.But as it relates to its current product line, it's not a factor in the Chinese EV market, as NIO continues to compete in the premium segment of the market, while Tesla competes in the lower end of the EV sector.Later on, when NIO releases a model that directly competes with Tesla's Model Y, it could be a challenge for NIO if Tesla continues to keep prices down. Much of that depends upon how successful the lower prices are for generating demand for the Model Y, and if and when Tesla decides to boost the price in order to improve margin and earnings.In the near term I don't see the lower price being a factor in NIO's performance unless some potential buyers opt for a lower priced vehicle because of economic concerns in relationship to a recession hitting that is deeper and longer than most expect at this time.Even so, with the customer base NIO targets, it would probably have to be a hard and long recession if it were to have a significant impact on the performance of the company.New agreement with CATLNio and China-based Contemporary Amperex Technology (CATL)recently enhanced their existing agreement by signing a new five-year cooperation agreement which, among other things, will focus on improving \"supply-demand coordination\" and accelerate NIO's overseas expansion.Other elements of the agreement include advancing \"technological cooperation in new brands, new projects and new markets,\" along with further developing \"the business model centering on long-life batteries.\"Some of the things in the agreement look to be solid concerning being of long-term value to NIO, but in the near term, the two things I particularly like are the acceleration of its overseas expansion and improving NIO's supply chain by building a more efficient system in connection with its battery supply.If the agreement helps mitigate some of the supply chain issues NIO has faced and help it scale quicker in Europe, it will be a strong growth catalyst in the quarters and years ahead.Share price movementSince June 1, 2020, when NIO was trading at a low of approximately $4.15 per share, it began an explosive run, leading to its all-time high of about $67.00 per share by June 11, 2021.That type of movement was obviously unsustainable, and the stock started to correct, falling to approximately $31.00 per share on May 10, 2021, before rebounding to about $55.00 per share on June 28, 2021, before beginning a prolonged downward spiral that it hasn't yet recovered from, even though it's trading $11.25 as I write, bouncing off its 52-week low of $8.375 on October 24, 2022.TradingViewIn my opinion, at the current price range NIO has been trading in, these are excellent entry points that I have no doubt will generate meaningful returns for shareholders.And for those that already are in at a much higher cost basis, it's a good time to add to a position as long as doesn't result in too big of an overall position in the company; we need to maintain discipline concerning position size. I have a cost basis higher than I would like, but I'm not going to break discipline and add more to the position, which would increase my risk if my thesis ends up being wrong.In my view, it's not a matter of if NIO recovers and resumes its upward growth trend, it's only a matter of when. An entry point where it's trading at now removes a lot of the downside risk from the stock.ConclusionI like where NIO is positioned at this time, because of it rolling out new models, expanding into Europe, and improving its batteries and battery swap service.Even though could be more temporary disruptions in the Chinese EV market from possible lockdowns and supply chain issues, it appears China is going to continue to open up and supply chain constraints are sustainably improving.With its new partnership with CATL, that should further mitigate some of its supply chain risks, as well as increase the pace of expansion into Europe.Taking into account Tesla's decision to cut prices on its Model Y shouldn't have much, if any impact on NIO in the near term, other than it possibly losing a limited amount sales if the recession hits and consumers decide to buy down because of economic uncertainties. Further out, once NIO releases its competitor to Tesla's Model Y, lower prices could be a factor in its performance if Tesla keeps prices low.Even if that's how it plays out, NIO, because it's expanding its line of models to compete at most price points of the EV market, will have limited exposure to Tesla's pricing strategy further down the road, when taking into consideration all the models it's going to release in the future.I believe the headwinds NIO is facing are all temporary, and as the economy and market improve, along with its supply chain, it's very well positioned for a prolonged run that I see as having a solid chance of driving strong returns for NIO shareholders.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628836345,"gmtCreate":1673004920787,"gmtModify":1673005813164,"author":{"id":"3561597318814104","authorId":"3561597318814104","name":"塞北","avatar":"https://static.tigerbbs.com/23f1617ff2d07ebcbe9b6cd279805ef8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561597318814104","authorIdStr":"3561597318814104"},"themes":[],"htmlText":"降价救不了特斯拉","listText":"降价救不了特斯拉","text":"降价救不了特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628836345","repostId":"1157400263","repostType":2,"repost":{"id":"1157400263","kind":"news","weMediaInfo":{"introduction":"有视角的商业资讯交流平台","home_visible":1,"media_name":"虎嗅APP","id":"101","head_image":"https://static.tigerbbs.com/98669fe7974e42f3976b3db47528792d"},"pubTimestamp":1672998804,"share":"https://www.laohu8.com/m/news/1157400263?lang=&edition=full","pubTime":"2023-01-06 17:53","market":"us","language":"zh","title":"23万元的特斯拉，治不好马斯克的焦虑","url":"https://stock-news.laohu8.com/highlight/detail?id=1157400263","media":"虎嗅APP","summary":"2023年，大佬们的焦虑并没有缓解迹象。1月的第一周。先是蔚来李斌发布内部信痛批公司八大问题，后是小米雷军发表内部讲话给造车团队打鸡血。如今这样的焦虑，蔓延到了特斯拉CEO埃隆·马斯克身上。1月6日，","content":"<html><head></head><body><p><b>2023年，大佬们的焦虑并没有缓解迹象。</b></p><p>1月的第一周。先是<a href=\"https://laohu8.com/S/NIO\">蔚来</a>李斌发布内部信痛批公司八大问题，后是小米雷军发表内部讲话给造车团队打鸡血。如今这样的焦虑，蔓延到了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克身上。</p><p>1月6日，特斯拉中国官网显示，特斯拉国产车型大幅降价，Model 3起售价22.99万元（降价前26.59万元），Model Y起售价25.99万元（降前28.89万元）。这次，国产Model Y车型的降幅普遍较大，而Model 3更是触及了“国产特斯拉史上最低的入门价”。</p><p><img src=\"https://static.tigerbbs.com/ba05ed6a79ad6a35ff502867d0481cd1\" tg-width=\"1000\" tg-height=\"237\" referrerpolicy=\"no-referrer\"/></p><p>此次降价之后，用户维权事件注定会来。但需要注意的是，这番降价已是蓄谋已久。</p><p>在2022年底，虎嗅汽车曾多次向广大消费者预警，国产特斯拉车型存在持续降价的可能性。在11月22日发布的《库存车上万辆，特斯拉还会降价》文章中，虎嗅从独家渠道得知：在经历过两次促销后，特斯拉的订单增量仍不及预期，会在近期推出新的“降价手段”，促进销量。</p><p>2022年12月，国产特斯拉试图通过保险优惠等政策，来刺激订单的增长。但效果依旧不及预期，因为对于很多中国消费者来说：<b>一度售价23.59万元的Model 3已经成为了广大中国消费者心中的价格锚点。今后产品不降到这个价格，大家是不会放心提车的。</b></p><p>如今，价格已经到位了，国产特斯拉的订单量能爆吗？</p><p><b>没有订单，无异于“慢性死亡”</b></p><p>在2022年底，马斯克的焦虑上升至高峰。</p><p>数据显示，特斯拉2022年四季度产量为43.97万辆，交付量为40.53万辆创下新高——但这依旧低于市场预期，而且也没能完成最后的冲刺。2022年全年，特斯拉产量超137万辆，同比增长47%；交付量超131万辆，同比增长40%，却未能达成交付量同比增长50%的目标（即137万辆）。</p><p><img src=\"https://static.tigerbbs.com/47cbef20f7b1ccb06639ec61773dadf2\" tg-width=\"1000\" tg-height=\"931\" referrerpolicy=\"no-referrer\"/>特斯拉2022年的销量增速已经超越了很多车企（图源：特斯拉）</p><p><b>交付量不及预期，并不是因为产能地狱，而是订单储备不够了。</b></p><p>据特斯拉生产与销售数据追踪服务商Troy Teslike表示，特斯拉在全球范围内的订单积压量近月来一直在迅速减少，截至2022年11月30日已降至19万辆，环比下降约33%。而该数字曾在2022年8月底接近40万辆，2022年3月-7月期间接近50万辆。</p><p>以往传统车企可以采用经销商积压库存的方式，来缓解订单与产能之间的鸿沟，并减小车企的风险和成本压力。然而，特斯拉、<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>、理想等等新势力，却都选择了“以销定产”的销售模式。</p><p>所以，这些新品牌选择绕开直接面对用户需求的做法，纵然快速收到了市场认可。但直营模式没有经销商帮忙“背库存”的劣势，则需要他们具备更强的产品力和销售能力，以便保证自己拥有足够多的订单储备，以免产线空转。</p><p><img src=\"https://static.tigerbbs.com/f8d77859afa2721e69892a6dc73e0345\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\"/>新一代特斯拉Model S</p><p><b>尤其是，开创了这一模式的特斯拉，在中国市场正在遭遇库存难题。</b></p><p>根据招银国际的一份报告显示，10月特斯拉上海工厂的产量为87706辆，高出交付量71704辆（中国市场交付+出口）约1.6万辆。这是自特斯拉2019年年底开设上海工厂以来，产销差距最大的一次。</p><p>导致这一切的直接原因，是特斯拉上海工厂的产能，远远超过了其在中国市场的销量增速。根据公开信息显示，特斯拉上海工厂在2021年的产能为484130辆。而在今年完成工厂改造升级后，上海工厂的产能已经提升至110万辆，增幅约127%。</p><p><img src=\"https://static.tigerbbs.com/a1086d94de1396963c0b8822acdf4c2e\" tg-width=\"1000\" tg-height=\"276\" referrerpolicy=\"no-referrer\"/>对于此次降价，特斯拉对外事务副总裁陶琳表达了自己的看法（图源：特斯拉官微）</p><p><b>高产能无法匹配高订单量时，持续运转的工厂无疑就是在“吃空饷”。</b></p><p>前不久，就有媒体报道称，特斯拉上海工厂两班倒的每个轮班工作时长由11.5个小时，将降低到9.5个小时，更短的轮班时间无疑将导致更少的产量。随后又有消息爆出，2023年的1月20日至1月28日特斯拉将停产。对此，特斯拉回应称：1月20日-28日的放假时间，是为了让员工能灵活安排返乡时间，所以前后各延长了一天，但这仍未能打消外界对特斯拉减产的猜测。</p><p>如果频繁地降价依然无法缓解特斯拉的订单焦虑，那背后的问题可能更加严峻。<a href=\"https://laohu8.com/S/RY\">加拿大皇家银行</a>资本市场（RBC Capital Markets）曾表示：“目前最令人担忧的是中国市场的需求，因为特斯拉在中国的交付周期似乎在缩短。<b>问题在于，这是一个暂时性现象，还是消费者正发生更大变化的迹象。</b>”</p><p>纵观2022年一整年，特斯拉除了降价促销之外，并没有拿出更好的方案来持续提升其在中国市场的销量。下一代车型没有来，4680电池没有来，FSD完全自动驾驶功能也依旧遥遥无期。在最近几个月内，唯一能引发些微轰动效应的事件，莫过于新一代Model S和Model X进入中国市场。</p><p><img src=\"https://static.tigerbbs.com/84eb5eeb2f9f564c9b6c55e00ab189e6\" tg-width=\"946\" tg-height=\"656\" referrerpolicy=\"no-referrer\"/>Model S和Model X的国内售价</p><p>与1月6日降价消息一同公布的，还有全新Model S、Model X在国内市场的售价：Model S售价区间为78.99-100.99万元；全新Model X售价区间为87.99-103.99万元，预计交付日期均为第二季度。其中，两款车型的Plaid版本，售价均超过了100万元人民币。</p><p>如果特斯拉中国想指望两款百万豪车拉升销量，那还得看中国的中产消费者们买不买单了。</p><p><b>中国高管晋升，马斯克还焦虑吗？</b></p><p>说来也巧，就在这次大降价之前几天，特斯拉的管理层曾出现一次巨变。</p><p>1月3日，据路透社报道，根据特斯拉内部公告显示，特斯拉中国区负责人朱晓彤已经升任特斯拉全球管理层职务，负责美国工厂以及北美及欧洲地区的销售业务。与此同时，朱晓彤仍将继续担任特斯拉中国区最高管理职位，以及亚洲其他地区销售业务负责人。</p><p><img src=\"https://static.tigerbbs.com/ca7eb66c23d983d74eed06d41b81eed4\" tg-width=\"1000\" tg-height=\"563\" referrerpolicy=\"no-referrer\"/>朱晓彤和马斯克</p><p>路透社方面认为，<b>此次人事调动，朱晓彤成为了继特斯拉CEO埃隆·马斯克之后最受瞩目的高管。</b>但截止目前，特斯拉方面尚未对此消息进行回应。目前看来，高层变动背后，更直接的导火索还是来自于资本市场给予的压力。</p><p>据统计显示，自2022年初至2022年12月27日收盘，特斯拉的股价已累计下挫近七成，市值较年初的1.06万亿美元缩水超过7100亿美元（约合4.95万亿元人民币），创下史上最差年度表现。而在2023年的首个交易日，特斯拉股价盘中暴跌15%，收盘跌超12%——这股寒气在特斯拉的拥趸中弥散。</p><p>对于特斯拉的股价表现，众多投资人将矛头指向了马斯克。其中，特斯拉第三大个人股东利奥·科关呼吁马斯克辞去特斯拉老板的职务，<b>“埃隆放弃了特斯拉，特斯拉已经没有CEO了。特斯拉需要而且应该有一位全职CEO。”</b></p><p>尤其在去年收购推特之后，人们也越来越担心马斯克的商业帝国会因此受到影响。毕竟，目前光是马斯克担任高管的公司就有6家。除了特斯拉之外，马斯克还掌管了民营航天制造商和太空运输公司SPACE X、隧道挖掘公司The Boring Company、超级高铁Hyperloop、脑机接口公司Neuralink、人工智能研究组织OPEN AI。</p><p><img src=\"https://static.tigerbbs.com/3d61dee5a3db65a0f50f39c4e80dff1b\" tg-width=\"700\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/>世界杯决赛中，马斯克被拍到与特朗普的女婿贾里德·库什纳一起出现在看台上</p><p>对于特斯拉CEO这一职，马斯克并没有过多的执念。在SolarCity收购案的法庭诘问环节，马斯克曾表示：<b>“我极力想不做特斯拉的CEO，但我必须做，否则它就会死掉。”</b></p><p>从特斯拉的发展规划来看，早期推出跑车和高端车型，就是为了带动更廉价的车型销量。而特斯拉努力赚钱的目的，就是为了能够给马斯克提供足够的资金支持，以完成其更远大的“太空梦”、“<a href=\"https://laohu8.com/S/300024\">机器人</a>梦”等等。回过头来看，把特斯拉做大做强，不过是为了给马斯克圆梦罢了。</p><p><img src=\"https://static.tigerbbs.com/dbb8e55ef2ab0df630cfdde6b26a89f2\" tg-width=\"1000\" tg-height=\"632\" referrerpolicy=\"no-referrer\"/>朱晓彤</p><p>马斯克身边的得力干将们，跳槽的跳槽、转行的转行，基本没剩下几个贤能之士可以交接CEO职位。但朱晓彤，算是为数不多的候选人之一。公开资料显示，朱晓彤目前是特斯拉公司的全球副总裁、大中华区负责人。他曾主导了一系列特斯拉产品中国本土化事项，包括体验中心开业、新车在华传播以及上海特斯拉超级工厂的建设等。可以说，特斯拉的国产化，朱晓彤是第一大功臣。</p><p>而最近一次成绩，莫过于朱晓彤带队赴美，帮助特斯拉美国工厂提升产能。在去年底，朱晓彤以及部分团队人员已被调往美国解决生产问题，尤其是Cybertruck量产。有消息指出，在中国团队来到美国后，特斯拉德州工厂Model Y产量就从8月的每周1000台，增长到每周3000台。</p><p>除了救场，朱晓彤带中国团队赴美的另一个可能的任务，就是<b>“引进新车、国产化”</b>。</p><p>根据此前特斯拉第三季度财报的数据，目前美国工厂承担了Model S、Model X、Cybertruck皮卡和Semi半挂卡车等多款重要车型的生产任务。而这次公布国内售价的Model S、Model X，均来自美国的特斯拉加州工厂。考虑到从美国进口的关税，以及运输成本等原因，两款进口的特斯拉新车，高配版本都超过100万元，低配版本也在80万元上下。</p><p><img src=\"https://static.tigerbbs.com/65f1e287ee0cee8fa346498e57111b43\" tg-width=\"679\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/></p><p>对于特斯拉的2023年，最值得期待的一件事可能就是——<b>Model S和Model X能否国产。</b></p><p>纵观特斯拉目前的产品线，50万元-80万元这个价位区间被闲置太久太久了。从BBA（奔驰、宝马、奥迪）到“蔚小理”，没有一家造新能源汽车的品牌，不想进入到这一细分价位。虽然市场份额远不如Mode 3和Model Y所占据的30万元价位高，但每月贡献一两万台的销量并不会太难。毕竟，均价45万元的理想L9，现在一个月也能买小一万台。万一Model S国产后降到50多万，那不得卖爆吗？</p><p><b>写在最后</b></p><p>纵观全球新能源汽车市场的两家头部企业，美国的特斯拉和中国的<a href=\"https://laohu8.com/S/002594\">比亚迪</a>，现如今已经走上了两条截然不同的道路。昨天，比亚迪发布了百万级的新品牌仰望汽车。而今天，特斯拉就宣布全系国产车型大降价。如此戏剧性的一幕，就在2023年的第一周发生了。</p><p><b>可以预见的是，特斯拉会越卖越便宜，而比亚迪将越卖越贵。</b></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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\">\n23万元的特斯拉，治不好马斯克的焦虑\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/101\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/98669fe7974e42f3976b3db47528792d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">虎嗅APP </p>\n<p class=\"h-time\">2023-01-06 17:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>2023年，大佬们的焦虑并没有缓解迹象。</b></p><p>1月的第一周。先是<a href=\"https://laohu8.com/S/NIO\">蔚来</a>李斌发布内部信痛批公司八大问题，后是小米雷军发表内部讲话给造车团队打鸡血。如今这样的焦虑，蔓延到了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克身上。</p><p>1月6日，特斯拉中国官网显示，特斯拉国产车型大幅降价，Model 3起售价22.99万元（降价前26.59万元），Model Y起售价25.99万元（降前28.89万元）。这次，国产Model Y车型的降幅普遍较大，而Model 3更是触及了“国产特斯拉史上最低的入门价”。</p><p><img src=\"https://static.tigerbbs.com/ba05ed6a79ad6a35ff502867d0481cd1\" tg-width=\"1000\" tg-height=\"237\" referrerpolicy=\"no-referrer\"/></p><p>此次降价之后，用户维权事件注定会来。但需要注意的是，这番降价已是蓄谋已久。</p><p>在2022年底，虎嗅汽车曾多次向广大消费者预警，国产特斯拉车型存在持续降价的可能性。在11月22日发布的《库存车上万辆，特斯拉还会降价》文章中，虎嗅从独家渠道得知：在经历过两次促销后，特斯拉的订单增量仍不及预期，会在近期推出新的“降价手段”，促进销量。</p><p>2022年12月，国产特斯拉试图通过保险优惠等政策，来刺激订单的增长。但效果依旧不及预期，因为对于很多中国消费者来说：<b>一度售价23.59万元的Model 3已经成为了广大中国消费者心中的价格锚点。今后产品不降到这个价格，大家是不会放心提车的。</b></p><p>如今，价格已经到位了，国产特斯拉的订单量能爆吗？</p><p><b>没有订单，无异于“慢性死亡”</b></p><p>在2022年底，马斯克的焦虑上升至高峰。</p><p>数据显示，特斯拉2022年四季度产量为43.97万辆，交付量为40.53万辆创下新高——但这依旧低于市场预期，而且也没能完成最后的冲刺。2022年全年，特斯拉产量超137万辆，同比增长47%；交付量超131万辆，同比增长40%，却未能达成交付量同比增长50%的目标（即137万辆）。</p><p><img src=\"https://static.tigerbbs.com/47cbef20f7b1ccb06639ec61773dadf2\" tg-width=\"1000\" tg-height=\"931\" referrerpolicy=\"no-referrer\"/>特斯拉2022年的销量增速已经超越了很多车企（图源：特斯拉）</p><p><b>交付量不及预期，并不是因为产能地狱，而是订单储备不够了。</b></p><p>据特斯拉生产与销售数据追踪服务商Troy Teslike表示，特斯拉在全球范围内的订单积压量近月来一直在迅速减少，截至2022年11月30日已降至19万辆，环比下降约33%。而该数字曾在2022年8月底接近40万辆，2022年3月-7月期间接近50万辆。</p><p>以往传统车企可以采用经销商积压库存的方式，来缓解订单与产能之间的鸿沟，并减小车企的风险和成本压力。然而，特斯拉、<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>、理想等等新势力，却都选择了“以销定产”的销售模式。</p><p>所以，这些新品牌选择绕开直接面对用户需求的做法，纵然快速收到了市场认可。但直营模式没有经销商帮忙“背库存”的劣势，则需要他们具备更强的产品力和销售能力，以便保证自己拥有足够多的订单储备，以免产线空转。</p><p><img src=\"https://static.tigerbbs.com/f8d77859afa2721e69892a6dc73e0345\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\"/>新一代特斯拉Model S</p><p><b>尤其是，开创了这一模式的特斯拉，在中国市场正在遭遇库存难题。</b></p><p>根据招银国际的一份报告显示，10月特斯拉上海工厂的产量为87706辆，高出交付量71704辆（中国市场交付+出口）约1.6万辆。这是自特斯拉2019年年底开设上海工厂以来，产销差距最大的一次。</p><p>导致这一切的直接原因，是特斯拉上海工厂的产能，远远超过了其在中国市场的销量增速。根据公开信息显示，特斯拉上海工厂在2021年的产能为484130辆。而在今年完成工厂改造升级后，上海工厂的产能已经提升至110万辆，增幅约127%。</p><p><img src=\"https://static.tigerbbs.com/a1086d94de1396963c0b8822acdf4c2e\" tg-width=\"1000\" tg-height=\"276\" referrerpolicy=\"no-referrer\"/>对于此次降价，特斯拉对外事务副总裁陶琳表达了自己的看法（图源：特斯拉官微）</p><p><b>高产能无法匹配高订单量时，持续运转的工厂无疑就是在“吃空饷”。</b></p><p>前不久，就有媒体报道称，特斯拉上海工厂两班倒的每个轮班工作时长由11.5个小时，将降低到9.5个小时，更短的轮班时间无疑将导致更少的产量。随后又有消息爆出，2023年的1月20日至1月28日特斯拉将停产。对此，特斯拉回应称：1月20日-28日的放假时间，是为了让员工能灵活安排返乡时间，所以前后各延长了一天，但这仍未能打消外界对特斯拉减产的猜测。</p><p>如果频繁地降价依然无法缓解特斯拉的订单焦虑，那背后的问题可能更加严峻。<a href=\"https://laohu8.com/S/RY\">加拿大皇家银行</a>资本市场（RBC Capital Markets）曾表示：“目前最令人担忧的是中国市场的需求，因为特斯拉在中国的交付周期似乎在缩短。<b>问题在于，这是一个暂时性现象，还是消费者正发生更大变化的迹象。</b>”</p><p>纵观2022年一整年，特斯拉除了降价促销之外，并没有拿出更好的方案来持续提升其在中国市场的销量。下一代车型没有来，4680电池没有来，FSD完全自动驾驶功能也依旧遥遥无期。在最近几个月内，唯一能引发些微轰动效应的事件，莫过于新一代Model S和Model X进入中国市场。</p><p><img src=\"https://static.tigerbbs.com/84eb5eeb2f9f564c9b6c55e00ab189e6\" tg-width=\"946\" tg-height=\"656\" referrerpolicy=\"no-referrer\"/>Model S和Model X的国内售价</p><p>与1月6日降价消息一同公布的，还有全新Model S、Model X在国内市场的售价：Model S售价区间为78.99-100.99万元；全新Model X售价区间为87.99-103.99万元，预计交付日期均为第二季度。其中，两款车型的Plaid版本，售价均超过了100万元人民币。</p><p>如果特斯拉中国想指望两款百万豪车拉升销量，那还得看中国的中产消费者们买不买单了。</p><p><b>中国高管晋升，马斯克还焦虑吗？</b></p><p>说来也巧，就在这次大降价之前几天，特斯拉的管理层曾出现一次巨变。</p><p>1月3日，据路透社报道，根据特斯拉内部公告显示，特斯拉中国区负责人朱晓彤已经升任特斯拉全球管理层职务，负责美国工厂以及北美及欧洲地区的销售业务。与此同时，朱晓彤仍将继续担任特斯拉中国区最高管理职位，以及亚洲其他地区销售业务负责人。</p><p><img src=\"https://static.tigerbbs.com/ca7eb66c23d983d74eed06d41b81eed4\" tg-width=\"1000\" tg-height=\"563\" referrerpolicy=\"no-referrer\"/>朱晓彤和马斯克</p><p>路透社方面认为，<b>此次人事调动，朱晓彤成为了继特斯拉CEO埃隆·马斯克之后最受瞩目的高管。</b>但截止目前，特斯拉方面尚未对此消息进行回应。目前看来，高层变动背后，更直接的导火索还是来自于资本市场给予的压力。</p><p>据统计显示，自2022年初至2022年12月27日收盘，特斯拉的股价已累计下挫近七成，市值较年初的1.06万亿美元缩水超过7100亿美元（约合4.95万亿元人民币），创下史上最差年度表现。而在2023年的首个交易日，特斯拉股价盘中暴跌15%，收盘跌超12%——这股寒气在特斯拉的拥趸中弥散。</p><p>对于特斯拉的股价表现，众多投资人将矛头指向了马斯克。其中，特斯拉第三大个人股东利奥·科关呼吁马斯克辞去特斯拉老板的职务，<b>“埃隆放弃了特斯拉，特斯拉已经没有CEO了。特斯拉需要而且应该有一位全职CEO。”</b></p><p>尤其在去年收购推特之后，人们也越来越担心马斯克的商业帝国会因此受到影响。毕竟，目前光是马斯克担任高管的公司就有6家。除了特斯拉之外，马斯克还掌管了民营航天制造商和太空运输公司SPACE X、隧道挖掘公司The Boring Company、超级高铁Hyperloop、脑机接口公司Neuralink、人工智能研究组织OPEN AI。</p><p><img src=\"https://static.tigerbbs.com/3d61dee5a3db65a0f50f39c4e80dff1b\" tg-width=\"700\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/>世界杯决赛中，马斯克被拍到与特朗普的女婿贾里德·库什纳一起出现在看台上</p><p>对于特斯拉CEO这一职，马斯克并没有过多的执念。在SolarCity收购案的法庭诘问环节，马斯克曾表示：<b>“我极力想不做特斯拉的CEO，但我必须做，否则它就会死掉。”</b></p><p>从特斯拉的发展规划来看，早期推出跑车和高端车型，就是为了带动更廉价的车型销量。而特斯拉努力赚钱的目的，就是为了能够给马斯克提供足够的资金支持，以完成其更远大的“太空梦”、“<a href=\"https://laohu8.com/S/300024\">机器人</a>梦”等等。回过头来看，把特斯拉做大做强，不过是为了给马斯克圆梦罢了。</p><p><img src=\"https://static.tigerbbs.com/dbb8e55ef2ab0df630cfdde6b26a89f2\" tg-width=\"1000\" tg-height=\"632\" referrerpolicy=\"no-referrer\"/>朱晓彤</p><p>马斯克身边的得力干将们，跳槽的跳槽、转行的转行，基本没剩下几个贤能之士可以交接CEO职位。但朱晓彤，算是为数不多的候选人之一。公开资料显示，朱晓彤目前是特斯拉公司的全球副总裁、大中华区负责人。他曾主导了一系列特斯拉产品中国本土化事项，包括体验中心开业、新车在华传播以及上海特斯拉超级工厂的建设等。可以说，特斯拉的国产化，朱晓彤是第一大功臣。</p><p>而最近一次成绩，莫过于朱晓彤带队赴美，帮助特斯拉美国工厂提升产能。在去年底，朱晓彤以及部分团队人员已被调往美国解决生产问题，尤其是Cybertruck量产。有消息指出，在中国团队来到美国后，特斯拉德州工厂Model Y产量就从8月的每周1000台，增长到每周3000台。</p><p>除了救场，朱晓彤带中国团队赴美的另一个可能的任务，就是<b>“引进新车、国产化”</b>。</p><p>根据此前特斯拉第三季度财报的数据，目前美国工厂承担了Model S、Model X、Cybertruck皮卡和Semi半挂卡车等多款重要车型的生产任务。而这次公布国内售价的Model S、Model X，均来自美国的特斯拉加州工厂。考虑到从美国进口的关税，以及运输成本等原因，两款进口的特斯拉新车，高配版本都超过100万元，低配版本也在80万元上下。</p><p><img src=\"https://static.tigerbbs.com/65f1e287ee0cee8fa346498e57111b43\" tg-width=\"679\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/></p><p>对于特斯拉的2023年，最值得期待的一件事可能就是——<b>Model S和Model X能否国产。</b></p><p>纵观特斯拉目前的产品线，50万元-80万元这个价位区间被闲置太久太久了。从BBA（奔驰、宝马、奥迪）到“蔚小理”，没有一家造新能源汽车的品牌，不想进入到这一细分价位。虽然市场份额远不如Mode 3和Model Y所占据的30万元价位高，但每月贡献一两万台的销量并不会太难。毕竟，均价45万元的理想L9，现在一个月也能买小一万台。万一Model S国产后降到50多万，那不得卖爆吗？</p><p><b>写在最后</b></p><p>纵观全球新能源汽车市场的两家头部企业，美国的特斯拉和中国的<a href=\"https://laohu8.com/S/002594\">比亚迪</a>，现如今已经走上了两条截然不同的道路。昨天，比亚迪发布了百万级的新品牌仰望汽车。而今天，特斯拉就宣布全系国产车型大降价。如此戏剧性的一幕，就在2023年的第一周发生了。</p><p><b>可以预见的是，特斯拉会越卖越便宜，而比亚迪将越卖越贵。</b></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b81bc0c9f7426d6aa4165fc2b682ad2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157400263","content_text":"2023年，大佬们的焦虑并没有缓解迹象。1月的第一周。先是蔚来李斌发布内部信痛批公司八大问题，后是小米雷军发表内部讲话给造车团队打鸡血。如今这样的焦虑，蔓延到了特斯拉CEO埃隆·马斯克身上。1月6日，特斯拉中国官网显示，特斯拉国产车型大幅降价，Model 3起售价22.99万元（降价前26.59万元），Model Y起售价25.99万元（降前28.89万元）。这次，国产Model Y车型的降幅普遍较大，而Model 3更是触及了“国产特斯拉史上最低的入门价”。此次降价之后，用户维权事件注定会来。但需要注意的是，这番降价已是蓄谋已久。在2022年底，虎嗅汽车曾多次向广大消费者预警，国产特斯拉车型存在持续降价的可能性。在11月22日发布的《库存车上万辆，特斯拉还会降价》文章中，虎嗅从独家渠道得知：在经历过两次促销后，特斯拉的订单增量仍不及预期，会在近期推出新的“降价手段”，促进销量。2022年12月，国产特斯拉试图通过保险优惠等政策，来刺激订单的增长。但效果依旧不及预期，因为对于很多中国消费者来说：一度售价23.59万元的Model 3已经成为了广大中国消费者心中的价格锚点。今后产品不降到这个价格，大家是不会放心提车的。如今，价格已经到位了，国产特斯拉的订单量能爆吗？没有订单，无异于“慢性死亡”在2022年底，马斯克的焦虑上升至高峰。数据显示，特斯拉2022年四季度产量为43.97万辆，交付量为40.53万辆创下新高——但这依旧低于市场预期，而且也没能完成最后的冲刺。2022年全年，特斯拉产量超137万辆，同比增长47%；交付量超131万辆，同比增长40%，却未能达成交付量同比增长50%的目标（即137万辆）。特斯拉2022年的销量增速已经超越了很多车企（图源：特斯拉）交付量不及预期，并不是因为产能地狱，而是订单储备不够了。据特斯拉生产与销售数据追踪服务商Troy Teslike表示，特斯拉在全球范围内的订单积压量近月来一直在迅速减少，截至2022年11月30日已降至19万辆，环比下降约33%。而该数字曾在2022年8月底接近40万辆，2022年3月-7月期间接近50万辆。以往传统车企可以采用经销商积压库存的方式，来缓解订单与产能之间的鸿沟，并减小车企的风险和成本压力。然而，特斯拉、蔚来、理想等等新势力，却都选择了“以销定产”的销售模式。所以，这些新品牌选择绕开直接面对用户需求的做法，纵然快速收到了市场认可。但直营模式没有经销商帮忙“背库存”的劣势，则需要他们具备更强的产品力和销售能力，以便保证自己拥有足够多的订单储备，以免产线空转。新一代特斯拉Model S尤其是，开创了这一模式的特斯拉，在中国市场正在遭遇库存难题。根据招银国际的一份报告显示，10月特斯拉上海工厂的产量为87706辆，高出交付量71704辆（中国市场交付+出口）约1.6万辆。这是自特斯拉2019年年底开设上海工厂以来，产销差距最大的一次。导致这一切的直接原因，是特斯拉上海工厂的产能，远远超过了其在中国市场的销量增速。根据公开信息显示，特斯拉上海工厂在2021年的产能为484130辆。而在今年完成工厂改造升级后，上海工厂的产能已经提升至110万辆，增幅约127%。对于此次降价，特斯拉对外事务副总裁陶琳表达了自己的看法（图源：特斯拉官微）高产能无法匹配高订单量时，持续运转的工厂无疑就是在“吃空饷”。前不久，就有媒体报道称，特斯拉上海工厂两班倒的每个轮班工作时长由11.5个小时，将降低到9.5个小时，更短的轮班时间无疑将导致更少的产量。随后又有消息爆出，2023年的1月20日至1月28日特斯拉将停产。对此，特斯拉回应称：1月20日-28日的放假时间，是为了让员工能灵活安排返乡时间，所以前后各延长了一天，但这仍未能打消外界对特斯拉减产的猜测。如果频繁地降价依然无法缓解特斯拉的订单焦虑，那背后的问题可能更加严峻。加拿大皇家银行资本市场（RBC Capital Markets）曾表示：“目前最令人担忧的是中国市场的需求，因为特斯拉在中国的交付周期似乎在缩短。问题在于，这是一个暂时性现象，还是消费者正发生更大变化的迹象。”纵观2022年一整年，特斯拉除了降价促销之外，并没有拿出更好的方案来持续提升其在中国市场的销量。下一代车型没有来，4680电池没有来，FSD完全自动驾驶功能也依旧遥遥无期。在最近几个月内，唯一能引发些微轰动效应的事件，莫过于新一代Model S和Model X进入中国市场。Model S和Model X的国内售价与1月6日降价消息一同公布的，还有全新Model S、Model X在国内市场的售价：Model S售价区间为78.99-100.99万元；全新Model X售价区间为87.99-103.99万元，预计交付日期均为第二季度。其中，两款车型的Plaid版本，售价均超过了100万元人民币。如果特斯拉中国想指望两款百万豪车拉升销量，那还得看中国的中产消费者们买不买单了。中国高管晋升，马斯克还焦虑吗？说来也巧，就在这次大降价之前几天，特斯拉的管理层曾出现一次巨变。1月3日，据路透社报道，根据特斯拉内部公告显示，特斯拉中国区负责人朱晓彤已经升任特斯拉全球管理层职务，负责美国工厂以及北美及欧洲地区的销售业务。与此同时，朱晓彤仍将继续担任特斯拉中国区最高管理职位，以及亚洲其他地区销售业务负责人。朱晓彤和马斯克路透社方面认为，此次人事调动，朱晓彤成为了继特斯拉CEO埃隆·马斯克之后最受瞩目的高管。但截止目前，特斯拉方面尚未对此消息进行回应。目前看来，高层变动背后，更直接的导火索还是来自于资本市场给予的压力。据统计显示，自2022年初至2022年12月27日收盘，特斯拉的股价已累计下挫近七成，市值较年初的1.06万亿美元缩水超过7100亿美元（约合4.95万亿元人民币），创下史上最差年度表现。而在2023年的首个交易日，特斯拉股价盘中暴跌15%，收盘跌超12%——这股寒气在特斯拉的拥趸中弥散。对于特斯拉的股价表现，众多投资人将矛头指向了马斯克。其中，特斯拉第三大个人股东利奥·科关呼吁马斯克辞去特斯拉老板的职务，“埃隆放弃了特斯拉，特斯拉已经没有CEO了。特斯拉需要而且应该有一位全职CEO。”尤其在去年收购推特之后，人们也越来越担心马斯克的商业帝国会因此受到影响。毕竟，目前光是马斯克担任高管的公司就有6家。除了特斯拉之外，马斯克还掌管了民营航天制造商和太空运输公司SPACE X、隧道挖掘公司The Boring Company、超级高铁Hyperloop、脑机接口公司Neuralink、人工智能研究组织OPEN AI。世界杯决赛中，马斯克被拍到与特朗普的女婿贾里德·库什纳一起出现在看台上对于特斯拉CEO这一职，马斯克并没有过多的执念。在SolarCity收购案的法庭诘问环节，马斯克曾表示：“我极力想不做特斯拉的CEO，但我必须做，否则它就会死掉。”从特斯拉的发展规划来看，早期推出跑车和高端车型，就是为了带动更廉价的车型销量。而特斯拉努力赚钱的目的，就是为了能够给马斯克提供足够的资金支持，以完成其更远大的“太空梦”、“机器人梦”等等。回过头来看，把特斯拉做大做强，不过是为了给马斯克圆梦罢了。朱晓彤马斯克身边的得力干将们，跳槽的跳槽、转行的转行，基本没剩下几个贤能之士可以交接CEO职位。但朱晓彤，算是为数不多的候选人之一。公开资料显示，朱晓彤目前是特斯拉公司的全球副总裁、大中华区负责人。他曾主导了一系列特斯拉产品中国本土化事项，包括体验中心开业、新车在华传播以及上海特斯拉超级工厂的建设等。可以说，特斯拉的国产化，朱晓彤是第一大功臣。而最近一次成绩，莫过于朱晓彤带队赴美，帮助特斯拉美国工厂提升产能。在去年底，朱晓彤以及部分团队人员已被调往美国解决生产问题，尤其是Cybertruck量产。有消息指出，在中国团队来到美国后，特斯拉德州工厂Model Y产量就从8月的每周1000台，增长到每周3000台。除了救场，朱晓彤带中国团队赴美的另一个可能的任务，就是“引进新车、国产化”。根据此前特斯拉第三季度财报的数据，目前美国工厂承担了Model S、Model X、Cybertruck皮卡和Semi半挂卡车等多款重要车型的生产任务。而这次公布国内售价的Model S、Model X，均来自美国的特斯拉加州工厂。考虑到从美国进口的关税，以及运输成本等原因，两款进口的特斯拉新车，高配版本都超过100万元，低配版本也在80万元上下。对于特斯拉的2023年，最值得期待的一件事可能就是——Model S和Model X能否国产。纵观特斯拉目前的产品线，50万元-80万元这个价位区间被闲置太久太久了。从BBA（奔驰、宝马、奥迪）到“蔚小理”，没有一家造新能源汽车的品牌，不想进入到这一细分价位。虽然市场份额远不如Mode 3和Model Y所占据的30万元价位高，但每月贡献一两万台的销量并不会太难。毕竟，均价45万元的理想L9，现在一个月也能买小一万台。万一Model S国产后降到50多万，那不得卖爆吗？写在最后纵观全球新能源汽车市场的两家头部企业，美国的特斯拉和中国的比亚迪，现如今已经走上了两条截然不同的道路。昨天，比亚迪发布了百万级的新品牌仰望汽车。而今天，特斯拉就宣布全系国产车型大降价。如此戏剧性的一幕，就在2023年的第一周发生了。可以预见的是，特斯拉会越卖越便宜，而比亚迪将越卖越贵。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628378169,"gmtCreate":1672924008451,"gmtModify":1672924793830,"author":{"id":"3561597318814104","authorId":"3561597318814104","name":"塞北","avatar":"https://static.tigerbbs.com/23f1617ff2d07ebcbe9b6cd279805ef8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561597318814104","authorIdStr":"3561597318814104"},"themes":[],"htmlText":"国内交付了多少辆","listText":"国内交付了多少辆","text":"国内交付了多少辆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628378169","repostId":"1140366349","repostType":2,"repost":{"id":"1140366349","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1672914197,"share":"https://www.laohu8.com/m/news/1140366349?lang=&edition=full","pubTime":"2023-01-05 18:23","market":"us","language":"zh","title":"特斯拉上海超级工厂2022年全年交付超71万辆，同比增长48%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140366349","media":"老虎资讯综合","summary":"1月5日，乘联会发布中国市场预估销量，特斯拉延续劲增态势：2022年，上海超级工厂全年交付超71万辆，同比增长48%；仅Model Y一款车型，就已交付超45万辆，几乎追平特斯拉中国2021年48万辆","content":"<html><head></head><body><p>1月5日，乘联会发布中国市场预估销量，特斯拉延续劲增态势：2022年，上海超级工厂全年交付超71万辆，同比增长48%；仅Model Y一款车型，就已交付超45万辆，几乎追平特斯拉中国2021年48万辆的交付成绩。（上证报）</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\" />\n<title>特斯拉上海超级工厂2022年全年交付超71万辆，同比增长48%</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特斯拉上海超级工厂2022年全年交付超71万辆，同比增长48%\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\">2023-01-05 18:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月5日，乘联会发布中国市场预估销量，特斯拉延续劲增态势：2022年，上海超级工厂全年交付超71万辆，同比增长48%；仅Model Y一款车型，就已交付超45万辆，几乎追平特斯拉中国2021年48万辆的交付成绩。（上证报）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140366349","content_text":"1月5日，乘联会发布中国市场预估销量，特斯拉延续劲增态势：2022年，上海超级工厂全年交付超71万辆，同比增长48%；仅Model Y一款车型，就已交付超45万辆，几乎追平特斯拉中国2021年48万辆的交付成绩。（上证报）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":259095336648896,"gmtCreate":1704285753573,"gmtModify":1704285754914,"author":{"id":"3561597318814104","authorId":"3561597318814104","name":"塞北","avatar":"https://static.tigerbbs.com/23f1617ff2d07ebcbe9b6cd279805ef8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561597318814104","authorIdStr":"3561597318814104"},"themes":[],"htmlText":"什么意思？","listText":"什么意思？","text":"什么意思？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259095336648896","repostId":"2400263608","repostType":2,"repost":{"id":"2400263608","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1704279600,"share":"https://www.laohu8.com/m/news/2400263608?lang=&edition=full","pubTime":"2024-01-03 19:00","market":"sg","language":"en","title":"Press Release: NIO Inc. Announces Repurchase Right Notification for 0.00% Convertible Senior Notes due 2026","url":"https://stock-news.laohu8.com/highlight/detail?id=2400263608","media":"Dow Jones","summary":"SHANGHAI, China, Jan. 03, 2024  -- NIO Inc.  , a pioneer and a leading company in the premium smart electric vehicle market, today announced that it is notifying holders of its 0.00% Convertible Senior Notes due 2026   that pursuant to the Indenture dated as of January 15, 2021  relating to the Notes by and between the Company and The Deutsche Bank Trust Company Americas, as trustee, each holder has the right, at the option of such holder, to require the Company to repurchase all of such holder's Notes or any portion thereof that is an integral multiple of US$1,000 principal amount for cash on February 1, 2024 . The Repurchase Right expires at 5:00 p.m., New York City time, on Wednesday, January 31, 2024.The opportunity for holders of the Notes to exercise the Repurchase Right commences at 9:00 a.m., New York City time today, January 3, 2024, and will terminate at 5:00 p.m., New York City time, on Wednesday, January 31, 2024. In order to exercise the Repurchase Right, a holder must fol","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  NIO Inc. Announces Repurchase Right Notification for 0.00% Convertible Senior Notes due 2026 \n</p>\n<p>\n  SHANGHAI, China, Jan. 03, 2024 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (\"NIO\" or the \"Company\"), a pioneer and a leading company in the premium smart electric vehicle market, today announced that it is notifying holders of its 0.00% Convertible Senior Notes due 2026 (CUSIP No. 62914VAE6) (the \"Notes\") that pursuant to the Indenture dated as of January 15, 2021 (the \"Indenture\") relating to the Notes by and between the Company and The Deutsche Bank Trust Company Americas, as trustee, each holder has the right, at the option of such holder, to require the Company to repurchase all of such holder's Notes or any portion thereof that is an integral multiple of US$1,000 principal amount for cash on February 1, 2024 (the \"Repurchase Right\"). The Repurchase Right expires at 5:00 p.m., New York City time, on Wednesday, January 31, 2024. \n</p>\n<p>\n  As required by rules of the United States Securities and Exchange Commission (the \"SEC\"), the Company will file a Tender Offer Statement on Schedule TO. In addition, documents specifying the terms, conditions and procedures for exercising the Repurchase Right will be available through the Depository Trust Company and the paying agent, which is The Deutsche Bank Trust Company Americas. None of the Company, its board of directors or its employees has made or is making any representation or recommendation to any holder as to whether to exercise or refrain from exercising the Repurchase Right. \n</p>\n<p>\n  The Repurchase Right entitles each holder of the Notes to require the Company to repurchase all of such holder's Notes or any portion thereof that is an integral multiple of US$1,000 principal amount. The repurchase price for such Notes will be equal to 100% of the principal amount of the Notes to be repurchased, plus any accrued and unpaid additional interest, if any, to, but excluding, February 1, 2024, which is the date specified for repurchase in the Indenture (the \"Repurchase Date\"), subject to the terms and conditions of the Indenture and the Notes. Pursuant to the terms of the Indenture and the Notes, the Company will pay additional interest, if any, at its sole election as the sole remedy relating to certain failure by the Company to comply with its reporting obligations. Such failures have not occurred to date. As of January 2, 2024, there was US$301,448,000.00 in aggregate principal amount of the Notes outstanding. If all outstanding Notes are surrendered for repurchase through exercise of the Repurchase Right, the aggregate cash purchase price will be US$301,448,000.00. \n</p>\n<p>\n  The opportunity for holders of the Notes to exercise the Repurchase Right commences at 9:00 a.m., New York City time today, January 3, 2024, and will terminate at 5:00 p.m., New York City time, on Wednesday, January 31, 2024. In order to exercise the Repurchase Right, a holder must follow the transmittal procedures set forth in the Company's Repurchase Right Notice to holders (the \"Repurchase Right Notice\"), which is available through the Depository Trust Company and The Deutsche Bank Trust Company Americas. Holders may withdraw any previously tendered Notes pursuant to the terms of the Repurchase Right at any time prior to 5:00 p.m., New York City time, on Wednesday, January 31, 2024, or as otherwise provided by applicable law. \n</p>\n<p>\n  This press release is for information only and is not an offer to purchase, a solicitation of an offer to purchase, or a solicitation of an offer to sell the Notes or any other securities of the Company. The offer to purchase the Notes will be only pursuant to, and the Notes may be tendered only in accordance with, the Company's Repurchase Right Notice dated January 3, 2024 and related documents. \n</p>\n<p>\n  Holders of the Notes should refer to the Indenture for a complete description of repurchase procedures and direct any questions concerning the mechanics of repurchase to the Trustee by contacting The Deutsche Bank Trust Company Americas. Holders of Notes may request the Company's Repurchase Right Notice from the paying agent, The Deutsche Bank Trust Company Americas, c/o DB Services Americas Inc., at 5022 Gate Parkway Suite 200, MS JCK01-218, Jacksonville, FL 32256 (email: db.reorg@db.com). \n</p>\n<p>\n  HOLDERS OF NOTES AND OTHER INTERESTED PARTIES ARE URGED TO READ THE COMPANY'S SCHEDULE TO, REPURCHASE RIGHT NOTICE AND OTHER RELEVANT DOCUMENTS FILED WITH THE SEC WHEN THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION ABOUT NIO INC. AND THE REPURCHASE RIGHT. \n</p>\n<p>\n  Materials filed with the SEC will be available electronically without charge at the SEC's website, http://www.sec.gov. Documents filed with the SEC may also be obtained without charge at the Company's website, http://ir.nio.com. \n</p>\n<p>\n  About NIO Inc. \n</p>\n<p>\n  NIO Inc. is a pioneer and a leading company in the premium smart electric vehicle market. Founded in November 2014, NIO's mission is to shape a joyful lifestyle. NIO aims to build a community starting with smart electric vehicles to share joy and grow together with users. NIO designs, develops, jointly manufactures and sells premium smart electric vehicles, driving innovations in next-generation technologies in autonomous driving, digital technologies, electric powertrains and batteries. NIO differentiates itself through its continuous technological breakthroughs and innovations, such as its industry-leading battery swapping technologies, Battery as a Service, or BaaS, as well as its proprietary autonomous driving technologies and Autonomous Driving as a Service, or ADaaS. NIO's product portfolio consists of the ES8, a six-seater smart electric flagship SUV, the ES7 (or the EL7), a mid-large five-seater smart electric SUV, the ES6 (or the EL6), a five-seater all-round smart electric SUV, the EC7, a five-seater smart electric flagship coupe SUV, the EC6, a five-seater smart electric coupe SUV, the ET9, a smart electric executive flagship, the ET7, a smart electric flagship sedan, the ET5, a mid-size smart electric sedan, and the ET5T, a smart electric tourer. \n</p>\n<p>\n  For more information, please visit: http://ir.nio.com \n</p>\n<p>\n  Investor Relations \n</p>\n<p>\n  ir@nio.com \n</p>\n<p>\n  Media Relations \n</p>\n<p>\n  global.press@nio.com \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 03, 2024 06:00 ET (11:00 GMT)\n</p>\n</font>","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>Press Release: NIO Inc. Announces Repurchase Right Notification for 0.00% Convertible Senior Notes due 2026</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\">\nPress Release: NIO Inc. Announces Repurchase Right Notification for 0.00% Convertible Senior Notes due 2026\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-01-03 19:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  NIO Inc. Announces Repurchase Right Notification for 0.00% Convertible Senior Notes due 2026 \n</p>\n<p>\n  SHANGHAI, China, Jan. 03, 2024 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (\"NIO\" or the \"Company\"), a pioneer and a leading company in the premium smart electric vehicle market, today announced that it is notifying holders of its 0.00% Convertible Senior Notes due 2026 (CUSIP No. 62914VAE6) (the \"Notes\") that pursuant to the Indenture dated as of January 15, 2021 (the \"Indenture\") relating to the Notes by and between the Company and The Deutsche Bank Trust Company Americas, as trustee, each holder has the right, at the option of such holder, to require the Company to repurchase all of such holder's Notes or any portion thereof that is an integral multiple of US$1,000 principal amount for cash on February 1, 2024 (the \"Repurchase Right\"). The Repurchase Right expires at 5:00 p.m., New York City time, on Wednesday, January 31, 2024. \n</p>\n<p>\n  As required by rules of the United States Securities and Exchange Commission (the \"SEC\"), the Company will file a Tender Offer Statement on Schedule TO. In addition, documents specifying the terms, conditions and procedures for exercising the Repurchase Right will be available through the Depository Trust Company and the paying agent, which is The Deutsche Bank Trust Company Americas. None of the Company, its board of directors or its employees has made or is making any representation or recommendation to any holder as to whether to exercise or refrain from exercising the Repurchase Right. \n</p>\n<p>\n  The Repurchase Right entitles each holder of the Notes to require the Company to repurchase all of such holder's Notes or any portion thereof that is an integral multiple of US$1,000 principal amount. The repurchase price for such Notes will be equal to 100% of the principal amount of the Notes to be repurchased, plus any accrued and unpaid additional interest, if any, to, but excluding, February 1, 2024, which is the date specified for repurchase in the Indenture (the \"Repurchase Date\"), subject to the terms and conditions of the Indenture and the Notes. Pursuant to the terms of the Indenture and the Notes, the Company will pay additional interest, if any, at its sole election as the sole remedy relating to certain failure by the Company to comply with its reporting obligations. Such failures have not occurred to date. As of January 2, 2024, there was US$301,448,000.00 in aggregate principal amount of the Notes outstanding. If all outstanding Notes are surrendered for repurchase through exercise of the Repurchase Right, the aggregate cash purchase price will be US$301,448,000.00. \n</p>\n<p>\n  The opportunity for holders of the Notes to exercise the Repurchase Right commences at 9:00 a.m., New York City time today, January 3, 2024, and will terminate at 5:00 p.m., New York City time, on Wednesday, January 31, 2024. In order to exercise the Repurchase Right, a holder must follow the transmittal procedures set forth in the Company's Repurchase Right Notice to holders (the \"Repurchase Right Notice\"), which is available through the Depository Trust Company and The Deutsche Bank Trust Company Americas. Holders may withdraw any previously tendered Notes pursuant to the terms of the Repurchase Right at any time prior to 5:00 p.m., New York City time, on Wednesday, January 31, 2024, or as otherwise provided by applicable law. \n</p>\n<p>\n  This press release is for information only and is not an offer to purchase, a solicitation of an offer to purchase, or a solicitation of an offer to sell the Notes or any other securities of the Company. The offer to purchase the Notes will be only pursuant to, and the Notes may be tendered only in accordance with, the Company's Repurchase Right Notice dated January 3, 2024 and related documents. \n</p>\n<p>\n  Holders of the Notes should refer to the Indenture for a complete description of repurchase procedures and direct any questions concerning the mechanics of repurchase to the Trustee by contacting The Deutsche Bank Trust Company Americas. Holders of Notes may request the Company's Repurchase Right Notice from the paying agent, The Deutsche Bank Trust Company Americas, c/o DB Services Americas Inc., at 5022 Gate Parkway Suite 200, MS JCK01-218, Jacksonville, FL 32256 (email: db.reorg@db.com). \n</p>\n<p>\n  HOLDERS OF NOTES AND OTHER INTERESTED PARTIES ARE URGED TO READ THE COMPANY'S SCHEDULE TO, REPURCHASE RIGHT NOTICE AND OTHER RELEVANT DOCUMENTS FILED WITH THE SEC WHEN THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION ABOUT NIO INC. AND THE REPURCHASE RIGHT. \n</p>\n<p>\n  Materials filed with the SEC will be available electronically without charge at the SEC's website, http://www.sec.gov. Documents filed with the SEC may also be obtained without charge at the Company's website, http://ir.nio.com. \n</p>\n<p>\n  About NIO Inc. \n</p>\n<p>\n  NIO Inc. is a pioneer and a leading company in the premium smart electric vehicle market. Founded in November 2014, NIO's mission is to shape a joyful lifestyle. NIO aims to build a community starting with smart electric vehicles to share joy and grow together with users. NIO designs, develops, jointly manufactures and sells premium smart electric vehicles, driving innovations in next-generation technologies in autonomous driving, digital technologies, electric powertrains and batteries. NIO differentiates itself through its continuous technological breakthroughs and innovations, such as its industry-leading battery swapping technologies, Battery as a Service, or BaaS, as well as its proprietary autonomous driving technologies and Autonomous Driving as a Service, or ADaaS. NIO's product portfolio consists of the ES8, a six-seater smart electric flagship SUV, the ES7 (or the EL7), a mid-large five-seater smart electric SUV, the ES6 (or the EL6), a five-seater all-round smart electric SUV, the EC7, a five-seater smart electric flagship coupe SUV, the EC6, a five-seater smart electric coupe SUV, the ET9, a smart electric executive flagship, the ET7, a smart electric flagship sedan, the ET5, a mid-size smart electric sedan, and the ET5T, a smart electric tourer. \n</p>\n<p>\n  For more information, please visit: http://ir.nio.com \n</p>\n<p>\n  Investor Relations \n</p>\n<p>\n  ir@nio.com \n</p>\n<p>\n  Media Relations \n</p>\n<p>\n  global.press@nio.com \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 03, 2024 06:00 ET (11:00 GMT)\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4585":"ETF&股票定投概念","BK4504":"桥水持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4505":"高瓴资本持仓","NIO.SI":"蔚来","BK4532":"文艺复兴科技持仓","BK6125":"汽车制造商","BK4531":"中概回港概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","NIO":"蔚来","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","BK4555":"新能源车","09866":"蔚来-SW","BK4099":"汽车制造商","BK4526":"热门中概股","BK4509":"腾讯概念","BK4574":"无人驾驶","BK4588":"碎股"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2400263608","content_text":"NIO Inc. Announces Repurchase Right Notification for 0.00% Convertible Senior Notes due 2026 \n\n\n  SHANGHAI, China, Jan. 03, 2024 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (\"NIO\" or the \"Company\"), a pioneer and a leading company in the premium smart electric vehicle market, today announced that it is notifying holders of its 0.00% Convertible Senior Notes due 2026 (CUSIP No. 62914VAE6) (the \"Notes\") that pursuant to the Indenture dated as of January 15, 2021 (the \"Indenture\") relating to the Notes by and between the Company and The Deutsche Bank Trust Company Americas, as trustee, each holder has the right, at the option of such holder, to require the Company to repurchase all of such holder's Notes or any portion thereof that is an integral multiple of US$1,000 principal amount for cash on February 1, 2024 (the \"Repurchase Right\"). The Repurchase Right expires at 5:00 p.m., New York City time, on Wednesday, January 31, 2024. \n\n\n  As required by rules of the United States Securities and Exchange Commission (the \"SEC\"), the Company will file a Tender Offer Statement on Schedule TO. In addition, documents specifying the terms, conditions and procedures for exercising the Repurchase Right will be available through the Depository Trust Company and the paying agent, which is The Deutsche Bank Trust Company Americas. None of the Company, its board of directors or its employees has made or is making any representation or recommendation to any holder as to whether to exercise or refrain from exercising the Repurchase Right. \n\n\n  The Repurchase Right entitles each holder of the Notes to require the Company to repurchase all of such holder's Notes or any portion thereof that is an integral multiple of US$1,000 principal amount. The repurchase price for such Notes will be equal to 100% of the principal amount of the Notes to be repurchased, plus any accrued and unpaid additional interest, if any, to, but excluding, February 1, 2024, which is the date specified for repurchase in the Indenture (the \"Repurchase Date\"), subject to the terms and conditions of the Indenture and the Notes. Pursuant to the terms of the Indenture and the Notes, the Company will pay additional interest, if any, at its sole election as the sole remedy relating to certain failure by the Company to comply with its reporting obligations. Such failures have not occurred to date. As of January 2, 2024, there was US$301,448,000.00 in aggregate principal amount of the Notes outstanding. If all outstanding Notes are surrendered for repurchase through exercise of the Repurchase Right, the aggregate cash purchase price will be US$301,448,000.00. \n\n\n  The opportunity for holders of the Notes to exercise the Repurchase Right commences at 9:00 a.m., New York City time today, January 3, 2024, and will terminate at 5:00 p.m., New York City time, on Wednesday, January 31, 2024. In order to exercise the Repurchase Right, a holder must follow the transmittal procedures set forth in the Company's Repurchase Right Notice to holders (the \"Repurchase Right Notice\"), which is available through the Depository Trust Company and The Deutsche Bank Trust Company Americas. Holders may withdraw any previously tendered Notes pursuant to the terms of the Repurchase Right at any time prior to 5:00 p.m., New York City time, on Wednesday, January 31, 2024, or as otherwise provided by applicable law. \n\n\n  This press release is for information only and is not an offer to purchase, a solicitation of an offer to purchase, or a solicitation of an offer to sell the Notes or any other securities of the Company. The offer to purchase the Notes will be only pursuant to, and the Notes may be tendered only in accordance with, the Company's Repurchase Right Notice dated January 3, 2024 and related documents. \n\n\n  Holders of the Notes should refer to the Indenture for a complete description of repurchase procedures and direct any questions concerning the mechanics of repurchase to the Trustee by contacting The Deutsche Bank Trust Company Americas. Holders of Notes may request the Company's Repurchase Right Notice from the paying agent, The Deutsche Bank Trust Company Americas, c/o DB Services Americas Inc., at 5022 Gate Parkway Suite 200, MS JCK01-218, Jacksonville, FL 32256 (email: db.reorg@db.com). \n\n\n  HOLDERS OF NOTES AND OTHER INTERESTED PARTIES ARE URGED TO READ THE COMPANY'S SCHEDULE TO, REPURCHASE RIGHT NOTICE AND OTHER RELEVANT DOCUMENTS FILED WITH THE SEC WHEN THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION ABOUT NIO INC. AND THE REPURCHASE RIGHT. \n\n\n  Materials filed with the SEC will be available electronically without charge at the SEC's website, http://www.sec.gov. Documents filed with the SEC may also be obtained without charge at the Company's website, http://ir.nio.com. \n\n\n  About NIO Inc. \n\n\n  NIO Inc. is a pioneer and a leading company in the premium smart electric vehicle market. Founded in November 2014, NIO's mission is to shape a joyful lifestyle. NIO aims to build a community starting with smart electric vehicles to share joy and grow together with users. NIO designs, develops, jointly manufactures and sells premium smart electric vehicles, driving innovations in next-generation technologies in autonomous driving, digital technologies, electric powertrains and batteries. NIO differentiates itself through its continuous technological breakthroughs and innovations, such as its industry-leading battery swapping technologies, Battery as a Service, or BaaS, as well as its proprietary autonomous driving technologies and Autonomous Driving as a Service, or ADaaS. NIO's product portfolio consists of the ES8, a six-seater smart electric flagship SUV, the ES7 (or the EL7), a mid-large five-seater smart electric SUV, the ES6 (or the EL6), a five-seater all-round smart electric SUV, the EC7, a five-seater smart electric flagship coupe SUV, the EC6, a five-seater smart electric coupe SUV, the ET9, a smart electric executive flagship, the ET7, a smart electric flagship sedan, the ET5, a mid-size smart electric sedan, and the ET5T, a smart electric tourer. \n\n\n  For more information, please visit: http://ir.nio.com \n\n\n  Investor Relations \n\n\n  ir@nio.com \n\n\n  Media Relations \n\n\n  global.press@nio.com \n\n\n  (END) Dow Jones Newswires\n\n\n  January 03, 2024 06:00 ET (11:00 GMT)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":250613546414400,"gmtCreate":1702202050065,"gmtModify":1702202222617,"author":{"id":"3561597318814104","authorId":"3561597318814104","name":"塞北","avatar":"https://static.tigerbbs.com/23f1617ff2d07ebcbe9b6cd279805ef8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561597318814104","authorIdStr":"3561597318814104"},"themes":[],"htmlText":"结硬寨打呆仗","listText":"结硬寨打呆仗","text":"结硬寨打呆仗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/250613546414400","repostId":"2390828102","repostType":2,"repost":{"id":"2390828102","kind":"news","pubTimestamp":1702176143,"share":"https://www.laohu8.com/m/news/2390828102?lang=&edition=full","pubTime":"2023-12-10 10:42","market":"hk","language":"zh","title":"三季度经营大幅改善，蔚来何以起势？","url":"https://stock-news.laohu8.com/highlight/detail?id=2390828102","media":"蓝鲸财经","summary":"12月5日，蔚来的三季度财报出炉，这份季度成绩十分亮眼，营收、交付量等均创下历史新高，整车毛利率领跑中国纯电车品牌，意味着这家造车新势力领跑者的经营情况已然大幅改善。事实上，自11月起，蔚来的好消息便接连不断：11月21日、29日，蔚来陆续与长安汽车、吉利控股达成换电业务合作；三季度财报发布前夕，蔚来出现在工信部网站“车辆生产企业信用信息管理系统”中，有望获得独立生产资质。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.NIO&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.09866&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　12月5日，<span><a href=\"https://laohu8.com/S/NIO\">蔚来</a></span><span></span>的三季度财报出炉，这份季度成绩十分亮眼，营收、交付量等均创下历史新高，整车毛<span>利率</span>领跑中国纯电车品牌，意味着这家造车新势力领跑者的经营情况已然大幅改善。</p> <p>　　事实上，自11月起，<span href=\"http://quote.eastmoney.com/unify/r/106.NIO\" target=\"_blank\" web=\"1\"><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a></span>的好消息便接连不断：11月21日、29日，<span href=\"http://quote.eastmoney.com/unify/r/106.NIO\" target=\"_blank\" web=\"1\">蔚来</span>陆续与<span><a href=\"https://laohu8.com/S/000625\">长安汽车</a></span><span></span>、吉利控股达成换电业务合作；三季度财报发布前夕，蔚来出现在工信部网站“车辆生产企业信用信息管理系统”中，有望获得独立生产资质。此次电话会上，尽管未明确回应造车资质的事，但蔚来创始人、董事长、CEO李斌侧面表示：“从制造角度，如果我们完全由自己独立制造，制造成本会下降10%。”</p> <p>　　基于三季度的成绩单，李斌表示，接下来将继续专注于推进核心技术，开发关键产品，以及增强销售和服务能力。展望四季度发展，蔚来预计第四季度交付量为4.7-4.9万辆，同比增长17.3%至22.3%；<span>营业收入</span>为160.79亿元至167.01亿元，同比增长0.1%至4.0%。</p> <p>　　2023年，汽车市场价格战愈演愈烈，十几家汽车品牌争先推出优惠政策，部分车型甚至降价超30%，“以价换量”成为多数企业的选择。然而，面对同行们的“花式促销”，蔚来却始终坚持“不打价格战”，专注于推进技术创新和增强销售、服务能力。得益于稳定的价格体系，蔚来能够在整车生产形成规模效应后，提高整车毛<span>利率</span>，为企业长期发展留足空间，有更多“弹药”投入到技术研发中，而非陷入“降价旋涡”，真正做到“高筑墙，广积粮，缓称王”。</p> <p>　　扩大造血机能：创单季最高交付量纪录</p> <p>　　蔚来三季报的发布，无疑为蔚来用户及投资者注入一剂“强心针”。</p> <p>　　数据显示，蔚来三季度营收和交付量双双创下单季度历史新高：营收190.7亿元，环比增长117.4%，同比增长46.6%；交付量达到55,432台，环比增长135.7%，同比增长75.4%。</p> <p>　　更值得一提的是，整车毛利率环比大幅增长，重回两位数达到11%，这一数据水平在中国纯电车企中属于较高水平。在随后的电话会议中，管理层还表示，蔚来有信心在第四季度实现15%的毛利率。</p> <p>　　毫无疑问，随着三季度整体经营状况大幅改善，蔚来正开启一个“自我造血、自我循环”的新阶段。</p> <p>　　同样向好发展的还有公司现金储备。截至2023年9月30日，蔚来的现金及现金等价物、受限制现金、短期投资及长期定期存款为452亿元，较上季度大幅提升137亿元。</p> <p>　　现金储备的增长主要得益于三季度的多笔融资项目。今年7月，阿布扎比投资机构CYVN通过定向<span>增发</span><span>新股</span>和老股转让的方式完成总计约11亿美元的战略投资；在今年9月和10月，蔚来成功发行总计11.5亿美元的可转换优先债券。</p> <p>　　2023年还能保持如此的融资频次和融资金额，可见蔚来自身的实力及投资人对发展前景的看好。</p> <p>　　“长期主义”下的高端打磨</p> <p>　　“车企价格战”如火如荼进行的当下，拒绝“以价换量”的蔚来如何在激烈的竞争中构筑“发展护城河”？李斌在电话会上给出的答案是继续专注于推进核心技术，开发关键产品，以及增强销售和服务能力。</p> <p>　　蔚来相关负责人告诉蓝鲸记者，蔚来目前构建的“蔚来技术全栈”已覆盖了<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车制造业务的各个版块，多项技术成果行业领先，例如：国内首个全栈自研智能底盘域控制器（ICC），国内首个整车全域操作系统天枢SkyOS，业内首颗自研量产<span>激光雷达</span><span></span>主控芯片“杨戬”，以及NIO Link蔚来全景互联技术等。</p> <p>　　最新财报数据显示，蔚来三季度研发投入达30.4亿元，这已经是公司连续四个季度突破30亿元。事实上，自2016年起，蔚来便在研发领域持续投入，总金额接近400亿元，是新势力中研发投入最多的企业。</p> <p>　　大手笔的研发投入带来的成果非常可观，截至2023年10月底，蔚来全球申请中及已授权专利总数约7600件，远超其他新势力品牌。</p> <p>　　与此同时，蔚来产品也进行着迭代更新。2023年第三季度，随着全新EC6的上市及交付，蔚来正式完成产品代际切换，全面进入产品强周期，并成为<strong>全球首个完成技术平台垂直切换的智能电动汽车品牌</strong>。</p> <p>　　过硬的核心技术始终是蔚来在车企价格战中稳坐钓鱼台的重要法宝。目前蔚来第二代技术平台8款车型已形成最强产品矩阵，在30万-60万的价格区间能够充分满足用户多样化的需求，覆盖BBA 80%销量占比的主销市场。据了解，蔚来增换购车主中，有48%来自BBA，部分第二代技术平台车型甚至高达56%。</p> <p>　　不仅如此，今年1-10月，蔚来的销量增速达到40.2%，远超BBA和其他二线<span><a href=\"https://laohu8.com/S/DLX\">豪华</a></span><span></span>品牌；在市场占有率方面，蔚来更是强势领先，在成交均价30万以上的高端纯电市场占有率达60.6%。</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D25516239769963292220_w800h462.jpg\" width=\"580\"/></center><p>　　多维发力，发展势能不断向上</p> <p>　　乘联会数据显示，2023年10月，我<span><a href=\"https://laohu8.com/S/600617\">国新能源</a></span><span></span>车市场渗透率达到37.7%，其中纯电渗透率为24.3%，较去年提升2.8个百分点。这意味着，<span>新能源</span><span></span>汽车正在融入人们的生活出行，成为发展大势所趋。</p> <p>　　顺应市场发展潮流，蔚来已经搭建起从技术到产品再到补能服务基础设施等全产业链的业务闭环。技术方面，“蔚来技术全栈”覆盖智能电动汽车业务全景，能够满足蔚来在智能、电动、汽车，产品、服务、社区，多品牌、多平台、多区域三个维度、九大要素的研发和运营需求。</p> <p>　　值得一提的是蔚来在智能制造方面的成果，蔚来第二先进制造基地突破了传统大规模生产和个性化定制的矛盾局限，将多项世界领先的全自动智能设备和高柔性生产制造工艺引入生产车间，在满足多达近360万种个性化配置组合的情况下，从用户下单到整车下线仅需14天。</p> <p>　　困扰无数用户的补能问题也在一步步被蔚来解决。截至12月5日，蔚来累计在全球布局2226座换电站、3492座充电站、20479根<span>充电桩</span><span></span>，接入超146万根第三方<span href=\"http://quote.eastmoney.com/unify/r/90.BK0700\" target=\"_blank\" web=\"1\">充电桩</span>，可以毫不夸张地说蔚来目前是中国市场布局<span href=\"http://quote.eastmoney.com/unify/r/90.BK0700\" target=\"_blank\" web=\"1\">充电桩</span>和换电站最多的汽车品牌。</p> <p>　　基于庞大的充电站和换电站建设，蔚来在国内成功建立起 “7纵4横10大城市群”高速换电网络，据了解2025年还将打通“9纵9横19大城市群”高速换电网络。秉持着开放态度，李斌在财报电话会上还提到，蔚来将把大众市场品牌的<span>电池</span><span></span>包、换电站开放给合伙伙伴，目前充电桩业务基本已经盈亏平衡，也有投资者对NIO Power独立融资感兴趣，接下来不排除NIO Power独立融资。</p> <p>　　在门店布局方面，截至12月5日，蔚来已在全球累计布局142家蔚来中心、326家蔚来空间、314家蔚来服务中心、62家蔚来交付中心。</p> <p>　　李斌眼中的蔚来，2024会更好</p> <p>　　交出一份“出色的成绩单”后，蔚来的未来将驶向何方？李斌表示，“我们近期完成了对公司两年运营计划的全面规划，以确定关键目标、优先事项和行动计划。同时，我们明确了组织优化、降低成本和提高效率的机会。我们将继续专注于推进核心技术，开发关键产品以及增强销售和服务能力，对蔚来在智能电动汽车市场的长期竞争力充满信心。”</p> <p>　　换电业务方面，蔚来也将继续探索新的“降本”路径。11月21日、29日，蔚来陆续与<span href=\"http://quote.eastmoney.com/unify/r/0.000625\" target=\"_blank\" web=\"1\">长安汽车</span>、吉利控股达成换电业务合作，这意味着蔚来换电体系正式从私域专属迈向公共服务领域。“随着NIO Power换电体系的开放，可有效摊薄运营成本。”李斌在电话会上对换电业务表露出很高的期望。不难看出，蔚来的换电路线正在走出一条“基建先行-政策突破-内部闭环-全场景验证-对外开放”的路径。</p> <p>　　据悉，2023年年底蔚来还将在NIO Day上发布一款全新旗舰车型，今年这场蔚来与用户一年一度的盛会将于2023年12月23日在西安举办。</p> <p>　　新车动态消息之外，蔚来的第二品牌阿尔卑斯发展方向也格外吸引公众关注。据了解，第二品牌的第一款车已在近期完成了VB车（开发验证试制样车）试制。“我们对这款车很有信心，还有时间持续优化。”李斌对第二品牌的首款车寄予厚望，并表示在销售方面，NIO和阿尔卑斯门店不共享，部分服务网络会共用。</p> <p>　　在李斌的预期中，2024年高端市场的油转电会提速，其中基础设施建设会进一步推动油转电。“目前，我们在江浙沪拥有700多座换电站，三个省市超过同价位BBA销量，可见基础设施对销量促进很有作用。”</p> <p>　　对于2024年的规划，李斌透露第二代技术平台产品会有小改款，不会有大改动。已经建立起强大产品矩阵的蔚来，接下来的重点将会是在保持质量和供应链稳定的前提下，一步步地稳扎稳打、持续拓展业务发展。接下来，蔚来在成熟建立的换电站网络基础上，开始面向行业共享换电网络的建设。</p> <p>　　智能电动汽车赛道的竞争仍在继续，未来注定是创新者和长期主义者的主战场。2023年的价格战或许还将持续下去，市场也将从不同维度考验着汽车品牌的应变能力。但在李斌看来，蔚来会按照自己的步伐前进，2024年比2023年会更好。</p><p>（文章来源：蓝鲸财经）</p> </div></body></html>","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>三季度经营大幅改善，蔚来何以起势？</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三季度经营大幅改善，蔚来何以起势？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-10 10:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202312102928789048.html><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月5日，蔚来的三季度财报出炉，这份季度成绩十分亮眼，营收、交付量等均创下历史新高，整车毛利率领跑中国纯电车品牌，意味着这家造车新势力领跑者的经营情况已然大幅改善。 　　事实上，自11月起，蔚来的好消息便接连不断：11月21日、29日，蔚来陆续与长安汽车、吉利控股达成换电业务合作；三季度财报发布前夕，蔚来出现在工信部网站“车辆生产企业信用信息管理系统”中，有望获得独立生产资质。此次电话会上，尽管...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202312102928789048.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4574":"无人驾驶","NIO.SI":"蔚来","NIO":"蔚来","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4509":"腾讯概念","BK1588":"回港中概股","09866":"蔚来-SW","BK4526":"热门中概股","BK1119":"汽车制造商","BK4588":"碎股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓"},"source_url":"http://finance.eastmoney.com/a/202312102928789048.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2390828102","content_text":"12月5日，蔚来的三季度财报出炉，这份季度成绩十分亮眼，营收、交付量等均创下历史新高，整车毛利率领跑中国纯电车品牌，意味着这家造车新势力领跑者的经营情况已然大幅改善。 　　事实上，自11月起，蔚来的好消息便接连不断：11月21日、29日，蔚来陆续与长安汽车、吉利控股达成换电业务合作；三季度财报发布前夕，蔚来出现在工信部网站“车辆生产企业信用信息管理系统”中，有望获得独立生产资质。此次电话会上，尽管未明确回应造车资质的事，但蔚来创始人、董事长、CEO李斌侧面表示：“从制造角度，如果我们完全由自己独立制造，制造成本会下降10%。” 　　基于三季度的成绩单，李斌表示，接下来将继续专注于推进核心技术，开发关键产品，以及增强销售和服务能力。展望四季度发展，蔚来预计第四季度交付量为4.7-4.9万辆，同比增长17.3%至22.3%；营业收入为160.79亿元至167.01亿元，同比增长0.1%至4.0%。 　　2023年，汽车市场价格战愈演愈烈，十几家汽车品牌争先推出优惠政策，部分车型甚至降价超30%，“以价换量”成为多数企业的选择。然而，面对同行们的“花式促销”，蔚来却始终坚持“不打价格战”，专注于推进技术创新和增强销售、服务能力。得益于稳定的价格体系，蔚来能够在整车生产形成规模效应后，提高整车毛利率，为企业长期发展留足空间，有更多“弹药”投入到技术研发中，而非陷入“降价旋涡”，真正做到“高筑墙，广积粮，缓称王”。 　　扩大造血机能：创单季最高交付量纪录 　　蔚来三季报的发布，无疑为蔚来用户及投资者注入一剂“强心针”。 　　数据显示，蔚来三季度营收和交付量双双创下单季度历史新高：营收190.7亿元，环比增长117.4%，同比增长46.6%；交付量达到55,432台，环比增长135.7%，同比增长75.4%。 　　更值得一提的是，整车毛利率环比大幅增长，重回两位数达到11%，这一数据水平在中国纯电车企中属于较高水平。在随后的电话会议中，管理层还表示，蔚来有信心在第四季度实现15%的毛利率。 　　毫无疑问，随着三季度整体经营状况大幅改善，蔚来正开启一个“自我造血、自我循环”的新阶段。 　　同样向好发展的还有公司现金储备。截至2023年9月30日，蔚来的现金及现金等价物、受限制现金、短期投资及长期定期存款为452亿元，较上季度大幅提升137亿元。 　　现金储备的增长主要得益于三季度的多笔融资项目。今年7月，阿布扎比投资机构CYVN通过定向增发新股和老股转让的方式完成总计约11亿美元的战略投资；在今年9月和10月，蔚来成功发行总计11.5亿美元的可转换优先债券。 　　2023年还能保持如此的融资频次和融资金额，可见蔚来自身的实力及投资人对发展前景的看好。 　　“长期主义”下的高端打磨 　　“车企价格战”如火如荼进行的当下，拒绝“以价换量”的蔚来如何在激烈的竞争中构筑“发展护城河”？李斌在电话会上给出的答案是继续专注于推进核心技术，开发关键产品，以及增强销售和服务能力。 　　蔚来相关负责人告诉蓝鲸记者，蔚来目前构建的“蔚来技术全栈”已覆盖了智能电动汽车制造业务的各个版块，多项技术成果行业领先，例如：国内首个全栈自研智能底盘域控制器（ICC），国内首个整车全域操作系统天枢SkyOS，业内首颗自研量产激光雷达主控芯片“杨戬”，以及NIO Link蔚来全景互联技术等。 　　最新财报数据显示，蔚来三季度研发投入达30.4亿元，这已经是公司连续四个季度突破30亿元。事实上，自2016年起，蔚来便在研发领域持续投入，总金额接近400亿元，是新势力中研发投入最多的企业。 　　大手笔的研发投入带来的成果非常可观，截至2023年10月底，蔚来全球申请中及已授权专利总数约7600件，远超其他新势力品牌。 　　与此同时，蔚来产品也进行着迭代更新。2023年第三季度，随着全新EC6的上市及交付，蔚来正式完成产品代际切换，全面进入产品强周期，并成为全球首个完成技术平台垂直切换的智能电动汽车品牌。 　　过硬的核心技术始终是蔚来在车企价格战中稳坐钓鱼台的重要法宝。目前蔚来第二代技术平台8款车型已形成最强产品矩阵，在30万-60万的价格区间能够充分满足用户多样化的需求，覆盖BBA 80%销量占比的主销市场。据了解，蔚来增换购车主中，有48%来自BBA，部分第二代技术平台车型甚至高达56%。 　　不仅如此，今年1-10月，蔚来的销量增速达到40.2%，远超BBA和其他二线豪华品牌；在市场占有率方面，蔚来更是强势领先，在成交均价30万以上的高端纯电市场占有率达60.6%。 　　多维发力，发展势能不断向上 　　乘联会数据显示，2023年10月，我国新能源车市场渗透率达到37.7%，其中纯电渗透率为24.3%，较去年提升2.8个百分点。这意味着，新能源汽车正在融入人们的生活出行，成为发展大势所趋。 　　顺应市场发展潮流，蔚来已经搭建起从技术到产品再到补能服务基础设施等全产业链的业务闭环。技术方面，“蔚来技术全栈”覆盖智能电动汽车业务全景，能够满足蔚来在智能、电动、汽车，产品、服务、社区，多品牌、多平台、多区域三个维度、九大要素的研发和运营需求。 　　值得一提的是蔚来在智能制造方面的成果，蔚来第二先进制造基地突破了传统大规模生产和个性化定制的矛盾局限，将多项世界领先的全自动智能设备和高柔性生产制造工艺引入生产车间，在满足多达近360万种个性化配置组合的情况下，从用户下单到整车下线仅需14天。 　　困扰无数用户的补能问题也在一步步被蔚来解决。截至12月5日，蔚来累计在全球布局2226座换电站、3492座充电站、20479根充电桩，接入超146万根第三方充电桩，可以毫不夸张地说蔚来目前是中国市场布局充电桩和换电站最多的汽车品牌。 　　基于庞大的充电站和换电站建设，蔚来在国内成功建立起 “7纵4横10大城市群”高速换电网络，据了解2025年还将打通“9纵9横19大城市群”高速换电网络。秉持着开放态度，李斌在财报电话会上还提到，蔚来将把大众市场品牌的电池包、换电站开放给合伙伙伴，目前充电桩业务基本已经盈亏平衡，也有投资者对NIO Power独立融资感兴趣，接下来不排除NIO Power独立融资。 　　在门店布局方面，截至12月5日，蔚来已在全球累计布局142家蔚来中心、326家蔚来空间、314家蔚来服务中心、62家蔚来交付中心。 　　李斌眼中的蔚来，2024会更好 　　交出一份“出色的成绩单”后，蔚来的未来将驶向何方？李斌表示，“我们近期完成了对公司两年运营计划的全面规划，以确定关键目标、优先事项和行动计划。同时，我们明确了组织优化、降低成本和提高效率的机会。我们将继续专注于推进核心技术，开发关键产品以及增强销售和服务能力，对蔚来在智能电动汽车市场的长期竞争力充满信心。” 　　换电业务方面，蔚来也将继续探索新的“降本”路径。11月21日、29日，蔚来陆续与长安汽车、吉利控股达成换电业务合作，这意味着蔚来换电体系正式从私域专属迈向公共服务领域。“随着NIO Power换电体系的开放，可有效摊薄运营成本。”李斌在电话会上对换电业务表露出很高的期望。不难看出，蔚来的换电路线正在走出一条“基建先行-政策突破-内部闭环-全场景验证-对外开放”的路径。 　　据悉，2023年年底蔚来还将在NIO Day上发布一款全新旗舰车型，今年这场蔚来与用户一年一度的盛会将于2023年12月23日在西安举办。 　　新车动态消息之外，蔚来的第二品牌阿尔卑斯发展方向也格外吸引公众关注。据了解，第二品牌的第一款车已在近期完成了VB车（开发验证试制样车）试制。“我们对这款车很有信心，还有时间持续优化。”李斌对第二品牌的首款车寄予厚望，并表示在销售方面，NIO和阿尔卑斯门店不共享，部分服务网络会共用。 　　在李斌的预期中，2024年高端市场的油转电会提速，其中基础设施建设会进一步推动油转电。“目前，我们在江浙沪拥有700多座换电站，三个省市超过同价位BBA销量，可见基础设施对销量促进很有作用。” 　　对于2024年的规划，李斌透露第二代技术平台产品会有小改款，不会有大改动。已经建立起强大产品矩阵的蔚来，接下来的重点将会是在保持质量和供应链稳定的前提下，一步步地稳扎稳打、持续拓展业务发展。接下来，蔚来在成熟建立的换电站网络基础上，开始面向行业共享换电网络的建设。 　　智能电动汽车赛道的竞争仍在继续，未来注定是创新者和长期主义者的主战场。2023年的价格战或许还将持续下去，市场也将从不同维度考验着汽车品牌的应变能力。但在李斌看来，蔚来会按照自己的步伐前进，2024年比2023年会更好。（文章来源：蓝鲸财经）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":200115003277360,"gmtCreate":1689889892470,"gmtModify":1689890003215,"author":{"id":"3561597318814104","authorId":"3561597318814104","name":"塞北","avatar":"https://static.tigerbbs.com/23f1617ff2d07ebcbe9b6cd279805ef8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561597318814104","authorIdStr":"3561597318814104"},"themes":[],"htmlText":"二万","listText":"二万","text":"二万","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/200115003277360","repostId":"1116966672","repostType":2,"repost":{"id":"1116966672","kind":"news","pubTimestamp":1689842926,"share":"https://www.laohu8.com/m/news/1116966672?lang=&edition=full","pubTime":"2023-07-20 16:48","market":"us","language":"zh","title":"蔚来总裁秦力洪：7月会有一个让大家有信心的数字","url":"https://stock-news.laohu8.com/highlight/detail?id=1116966672","media":"新浪科技","summary":"今年6月蔚来交付新车10707台，环比增长74.0%，扭转了此前的销量颓势。","content":"<html><head></head><body><p>在今日的NIO PowerDay 2023上，蔚来联合创始人、总裁秦力洪，蔚来高级副总裁沈斐接受媒体采访。</p><p style=\"text-align: start;\">对于推出多款二代平台产品是否会对老车型销量造成影响，秦力洪表示，品牌越高端产品越个性，品牌越大众化产品越标准化。作为高端品牌，蔚来的产品不会太少，与BBA相比，款型也是几分之一。</p><p style=\"text-align: start;\">数据显示，今年6月蔚来交付新车10707台，环比增长74.0%，扭转了此前的销量颓势。秦力洪表示，<strong>6月销量回暖在预期之中，7月会有一个让大家有信心的数字。</strong></p></body></html>","source":"sina_tech","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>蔚来总裁秦力洪：7月会有一个让大家有信心的数字</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蔚来总裁秦力洪：7月会有一个让大家有信心的数字\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-20 16:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/it/2023-07-20/doc-imzciprp9206940.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在今日的NIO PowerDay 2023上，蔚来联合创始人、总裁秦力洪，蔚来高级副总裁沈斐接受媒体采访。对于推出多款二代平台产品是否会对老车型销量造成影响，秦力洪表示，品牌越高端产品越个性，品牌越大众化产品越标准化。作为高端品牌，蔚来的产品不会太少，与BBA相比，款型也是几分之一。数据显示，今年6月蔚来交付新车10707台，环比增长74.0%，扭转了此前的销量颓势。秦力洪表示，6月销量回暖在预期...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/it/2023-07-20/doc-imzciprp9206940.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/0c7c486c1301905ed4ef80878c7c6a41","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://finance.sina.com.cn/tech/it/2023-07-20/doc-imzciprp9206940.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116966672","content_text":"在今日的NIO PowerDay 2023上，蔚来联合创始人、总裁秦力洪，蔚来高级副总裁沈斐接受媒体采访。对于推出多款二代平台产品是否会对老车型销量造成影响，秦力洪表示，品牌越高端产品越个性，品牌越大众化产品越标准化。作为高端品牌，蔚来的产品不会太少，与BBA相比，款型也是几分之一。数据显示，今年6月蔚来交付新车10707台，环比增长74.0%，扭转了此前的销量颓势。秦力洪表示，6月销量回暖在预期之中，7月会有一个让大家有信心的数字。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622503379,"gmtCreate":1675695924291,"gmtModify":1675699171771,"author":{"id":"3561597318814104","authorId":"3561597318814104","name":"塞北","avatar":"https://static.tigerbbs.com/23f1617ff2d07ebcbe9b6cd279805ef8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561597318814104","authorIdStr":"3561597318814104"},"themes":[],"htmlText":"你以为的恰恰也是我以为的","listText":"你以为的恰恰也是我以为的","text":"你以为的恰恰也是我以为的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622503379","repostId":"1135846084","repostType":2,"repost":{"id":"1135846084","kind":"news","pubTimestamp":1675686956,"share":"https://www.laohu8.com/m/news/1135846084?lang=&edition=full","pubTime":"2023-02-06 20:35","market":"hk","language":"en","title":"NIO: Not Much To Hold It Back In 2023 And Onward","url":"https://stock-news.laohu8.com/highlight/detail?id=1135846084","media":"Seeking Alpha","summary":"SummaryNIO's deliveries were down 46 percent from December 2022 but were primarily from the Chinese ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO&#39;s deliveries were down 46 percent from December 2022 but were primarily from the Chinese New Year, not something related to the market.</li><li>Concerns over Tesla&#39;s cutting prices are far overblown, as NIO, at this time, primarily competes in the premium EV market, not the lower end.</li><li>NIO and CATL recently enhanced their agreement with one another, including improving supply chain efficiency and supporting overseas expansion.</li></ul><p>NIO Inc. (NYSE: NIO) is primed for strong growth in 2023 and onward, as the company continues to position itself for long-term growth by expanding to overseas markets, improving and scaling of its proprietary battery-as-a-service (BaaS) program, and its ongoing strategy of designing new models that will compete at different price points in the EV market.</p><p>While there could be some temporary hiccups going forward, such as the possibility of occasional lockdowns associated with COVID-19, or supply chain constraints that would hold back the full production potential of the EV maker, I see them being less of a factor in the quarters ahead and should result in NIO vastly outperforming in 2023 when measured against 2022.</p><p>Even though the company only delivered 8,506 vehicles in January 2022, which was down 12 percent year-over-year, it followed a record number of vehicles delivered in December 2022, which came in at 15,815, up 50.8 percent year-over-year. The reason for the significant drop was from the Chinese New Year being celebrated in January in 2023, rather than mostly being celebrated during February in 2022.</p><p>That, of course, needs to be considered in evaluating the company at this time. But in February 2023 it also needs to be taken into consideration when the numbers should easily beat last year&#39;s deliveries because of the Chinese New Year being in February of 2022.</p><p>In this article we&#39;ll look at some of the recent developments in regard to NIO and why I continue to like the direction it&#39;s going in.</p><p><b>The Tesla factor</b></p><p>Some investors and commentators have pointed to the recent decision by Tesla (TSLA) to cut prices on its Model Y, which appears to be triggering more demand for the vehicles, as being a risk to NIO.</p><p>But as it relates to its current product line, it&#39;s not a factor in the Chinese EV market, as NIO continues to compete in the premium segment of the market, while Tesla competes in the lower end of the EV sector.</p><p>Later on, when NIO releases a model that directly competes with Tesla&#39;s Model Y, it could be a challenge for NIO if Tesla continues to keep prices down. Much of that depends upon how successful the lower prices are for generating demand for the Model Y, and if and when Tesla decides to boost the price in order to improve margin and earnings.</p><p>In the near term I don&#39;t see the lower price being a factor in NIO&#39;s performance unless some potential buyers opt for a lower priced vehicle because of economic concerns in relationship to a recession hitting that is deeper and longer than most expect at this time.</p><p>Even so, with the customer base NIO targets, it would probably have to be a hard and long recession if it were to have a significant impact on the performance of the company.</p><p><b>New agreement with CATL</b></p><p>Nio and China-based Contemporary Amperex Technology (CATL)recently enhanced their existing agreement by signing a new five-year cooperation agreement which, among other things, will focus on improving &#34;supply-demand coordination&#34; and accelerate NIO&#39;s overseas expansion.</p><p>Other elements of the agreement include advancing &#34;technological cooperation in new brands, new projects and new markets,&#34; along with further developing &#34;the business model centering on long-life batteries.&#34;</p><p>Some of the things in the agreement look to be solid concerning being of long-term value to NIO, but in the near term, the two things I particularly like are the acceleration of its overseas expansion and improving NIO&#39;s supply chain by building a more efficient system in connection with its battery supply.</p><p>If the agreement helps mitigate some of the supply chain issues NIO has faced and help it scale quicker in Europe, it will be a strong growth catalyst in the quarters and years ahead.</p><p><b>Share price movement</b></p><p>Since June 1, 2020, when NIO was trading at a low of approximately $4.15 per share, it began an explosive run, leading to its all-time high of about $67.00 per share by June 11, 2021.</p><p>That type of movement was obviously unsustainable, and the stock started to correct, falling to approximately $31.00 per share on May 10, 2021, before rebounding to about $55.00 per share on June 28, 2021, before beginning a prolonged downward spiral that it hasn&#39;t yet recovered from, even though it&#39;s trading $11.25 as I write, bouncing off its 52-week low of $8.375 on October 24, 2022.</p><p><img src=\"https://static.tigerbbs.com/1b20d7e1874b437eb8a8afcd271fc6c8\" tg-width=\"640\" tg-height=\"320\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TradingView</p><p>In my opinion, at the current price range NIO has been trading in, these are excellent entry points that I have no doubt will generate meaningful returns for shareholders.</p><p>And for those that already are in at a much higher cost basis, it&#39;s a good time to add to a position as long as doesn&#39;t result in too big of an overall position in the company; we need to maintain discipline concerning position size. I have a cost basis higher than I would like, but I&#39;m not going to break discipline and add more to the position, which would increase my risk if my thesis ends up being wrong.</p><p>In my view, it&#39;s not a matter of if NIO recovers and resumes its upward growth trend, it&#39;s only a matter of when. An entry point where it&#39;s trading at now removes a lot of the downside risk from the stock.</p><p><b>Conclusion</b></p><p>I like where NIO is positioned at this time, because of it rolling out new models, expanding into Europe, and improving its batteries and battery swap service.</p><p>Even though could be more temporary disruptions in the Chinese EV market from possible lockdowns and supply chain issues, it appears China is going to continue to open up and supply chain constraints are sustainably improving.</p><p>With its new partnership with CATL, that should further mitigate some of its supply chain risks, as well as increase the pace of expansion into Europe.</p><p>Taking into account Tesla&#39;s decision to cut prices on its Model Y shouldn&#39;t have much, if any impact on NIO in the near term, other than it possibly losing a limited amount sales if the recession hits and consumers decide to buy down because of economic uncertainties. Further out, once NIO releases its competitor to Tesla&#39;s Model Y, lower prices could be a factor in its performance if Tesla keeps prices low.</p><p>Even if that&#39;s how it plays out, NIO, because it&#39;s expanding its line of models to compete at most price points of the EV market, will have limited exposure to Tesla&#39;s pricing strategy further down the road, when taking into consideration all the models it&#39;s going to release in the future.</p><p>I believe the headwinds NIO is facing are all temporary, and as the economy and market improve, along with its supply chain, it&#39;s very well positioned for a prolonged run that I see as having a solid chance of driving strong returns for NIO shareholders.</p></body></html>","source":"seekingalpha_fund","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>NIO: Not Much To Hold It Back In 2023 And Onward</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\">\nNIO: Not Much To Hold It Back In 2023 And Onward\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-06 20:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4575546-nio-stock-not-much-to-hold-it-back-in-2023-and-onward><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO's deliveries were down 46 percent from December 2022 but were primarily from the Chinese New Year, not something related to the market.Concerns over Tesla's cutting prices are far overblown...</p>\n\n<a href=\"https://seekingalpha.com/article/4575546-nio-stock-not-much-to-hold-it-back-in-2023-and-onward\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://seekingalpha.com/article/4575546-nio-stock-not-much-to-hold-it-back-in-2023-and-onward","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135846084","content_text":"SummaryNIO's deliveries were down 46 percent from December 2022 but were primarily from the Chinese New Year, not something related to the market.Concerns over Tesla's cutting prices are far overblown, as NIO, at this time, primarily competes in the premium EV market, not the lower end.NIO and CATL recently enhanced their agreement with one another, including improving supply chain efficiency and supporting overseas expansion.NIO Inc. (NYSE: NIO) is primed for strong growth in 2023 and onward, as the company continues to position itself for long-term growth by expanding to overseas markets, improving and scaling of its proprietary battery-as-a-service (BaaS) program, and its ongoing strategy of designing new models that will compete at different price points in the EV market.While there could be some temporary hiccups going forward, such as the possibility of occasional lockdowns associated with COVID-19, or supply chain constraints that would hold back the full production potential of the EV maker, I see them being less of a factor in the quarters ahead and should result in NIO vastly outperforming in 2023 when measured against 2022.Even though the company only delivered 8,506 vehicles in January 2022, which was down 12 percent year-over-year, it followed a record number of vehicles delivered in December 2022, which came in at 15,815, up 50.8 percent year-over-year. The reason for the significant drop was from the Chinese New Year being celebrated in January in 2023, rather than mostly being celebrated during February in 2022.That, of course, needs to be considered in evaluating the company at this time. But in February 2023 it also needs to be taken into consideration when the numbers should easily beat last year's deliveries because of the Chinese New Year being in February of 2022.In this article we'll look at some of the recent developments in regard to NIO and why I continue to like the direction it's going in.The Tesla factorSome investors and commentators have pointed to the recent decision by Tesla (TSLA) to cut prices on its Model Y, which appears to be triggering more demand for the vehicles, as being a risk to NIO.But as it relates to its current product line, it's not a factor in the Chinese EV market, as NIO continues to compete in the premium segment of the market, while Tesla competes in the lower end of the EV sector.Later on, when NIO releases a model that directly competes with Tesla's Model Y, it could be a challenge for NIO if Tesla continues to keep prices down. Much of that depends upon how successful the lower prices are for generating demand for the Model Y, and if and when Tesla decides to boost the price in order to improve margin and earnings.In the near term I don't see the lower price being a factor in NIO's performance unless some potential buyers opt for a lower priced vehicle because of economic concerns in relationship to a recession hitting that is deeper and longer than most expect at this time.Even so, with the customer base NIO targets, it would probably have to be a hard and long recession if it were to have a significant impact on the performance of the company.New agreement with CATLNio and China-based Contemporary Amperex Technology (CATL)recently enhanced their existing agreement by signing a new five-year cooperation agreement which, among other things, will focus on improving \"supply-demand coordination\" and accelerate NIO's overseas expansion.Other elements of the agreement include advancing \"technological cooperation in new brands, new projects and new markets,\" along with further developing \"the business model centering on long-life batteries.\"Some of the things in the agreement look to be solid concerning being of long-term value to NIO, but in the near term, the two things I particularly like are the acceleration of its overseas expansion and improving NIO's supply chain by building a more efficient system in connection with its battery supply.If the agreement helps mitigate some of the supply chain issues NIO has faced and help it scale quicker in Europe, it will be a strong growth catalyst in the quarters and years ahead.Share price movementSince June 1, 2020, when NIO was trading at a low of approximately $4.15 per share, it began an explosive run, leading to its all-time high of about $67.00 per share by June 11, 2021.That type of movement was obviously unsustainable, and the stock started to correct, falling to approximately $31.00 per share on May 10, 2021, before rebounding to about $55.00 per share on June 28, 2021, before beginning a prolonged downward spiral that it hasn't yet recovered from, even though it's trading $11.25 as I write, bouncing off its 52-week low of $8.375 on October 24, 2022.TradingViewIn my opinion, at the current price range NIO has been trading in, these are excellent entry points that I have no doubt will generate meaningful returns for shareholders.And for those that already are in at a much higher cost basis, it's a good time to add to a position as long as doesn't result in too big of an overall position in the company; we need to maintain discipline concerning position size. I have a cost basis higher than I would like, but I'm not going to break discipline and add more to the position, which would increase my risk if my thesis ends up being wrong.In my view, it's not a matter of if NIO recovers and resumes its upward growth trend, it's only a matter of when. An entry point where it's trading at now removes a lot of the downside risk from the stock.ConclusionI like where NIO is positioned at this time, because of it rolling out new models, expanding into Europe, and improving its batteries and battery swap service.Even though could be more temporary disruptions in the Chinese EV market from possible lockdowns and supply chain issues, it appears China is going to continue to open up and supply chain constraints are sustainably improving.With its new partnership with CATL, that should further mitigate some of its supply chain risks, as well as increase the pace of expansion into Europe.Taking into account Tesla's decision to cut prices on its Model Y shouldn't have much, if any impact on NIO in the near term, other than it possibly losing a limited amount sales if the recession hits and consumers decide to buy down because of economic uncertainties. Further out, once NIO releases its competitor to Tesla's Model Y, lower prices could be a factor in its performance if Tesla keeps prices low.Even if that's how it plays out, NIO, because it's expanding its line of models to compete at most price points of the EV market, will have limited exposure to Tesla's pricing strategy further down the road, when taking into consideration all the models it's going to release in the future.I believe the headwinds NIO is facing are all temporary, and as the economy and market improve, along with its supply chain, it's very well positioned for a prolonged run that I see as having a solid chance of driving strong returns for NIO shareholders.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628836345,"gmtCreate":1673004920787,"gmtModify":1673005813164,"author":{"id":"3561597318814104","authorId":"3561597318814104","name":"塞北","avatar":"https://static.tigerbbs.com/23f1617ff2d07ebcbe9b6cd279805ef8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561597318814104","authorIdStr":"3561597318814104"},"themes":[],"htmlText":"降价救不了特斯拉","listText":"降价救不了特斯拉","text":"降价救不了特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628836345","repostId":"1157400263","repostType":2,"repost":{"id":"1157400263","kind":"news","weMediaInfo":{"introduction":"有视角的商业资讯交流平台","home_visible":1,"media_name":"虎嗅APP","id":"101","head_image":"https://static.tigerbbs.com/98669fe7974e42f3976b3db47528792d"},"pubTimestamp":1672998804,"share":"https://www.laohu8.com/m/news/1157400263?lang=&edition=full","pubTime":"2023-01-06 17:53","market":"us","language":"zh","title":"23万元的特斯拉，治不好马斯克的焦虑","url":"https://stock-news.laohu8.com/highlight/detail?id=1157400263","media":"虎嗅APP","summary":"2023年，大佬们的焦虑并没有缓解迹象。1月的第一周。先是蔚来李斌发布内部信痛批公司八大问题，后是小米雷军发表内部讲话给造车团队打鸡血。如今这样的焦虑，蔓延到了特斯拉CEO埃隆·马斯克身上。1月6日，","content":"<html><head></head><body><p><b>2023年，大佬们的焦虑并没有缓解迹象。</b></p><p>1月的第一周。先是<a href=\"https://laohu8.com/S/NIO\">蔚来</a>李斌发布内部信痛批公司八大问题，后是小米雷军发表内部讲话给造车团队打鸡血。如今这样的焦虑，蔓延到了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克身上。</p><p>1月6日，特斯拉中国官网显示，特斯拉国产车型大幅降价，Model 3起售价22.99万元（降价前26.59万元），Model Y起售价25.99万元（降前28.89万元）。这次，国产Model Y车型的降幅普遍较大，而Model 3更是触及了“国产特斯拉史上最低的入门价”。</p><p><img src=\"https://static.tigerbbs.com/ba05ed6a79ad6a35ff502867d0481cd1\" tg-width=\"1000\" tg-height=\"237\" referrerpolicy=\"no-referrer\"/></p><p>此次降价之后，用户维权事件注定会来。但需要注意的是，这番降价已是蓄谋已久。</p><p>在2022年底，虎嗅汽车曾多次向广大消费者预警，国产特斯拉车型存在持续降价的可能性。在11月22日发布的《库存车上万辆，特斯拉还会降价》文章中，虎嗅从独家渠道得知：在经历过两次促销后，特斯拉的订单增量仍不及预期，会在近期推出新的“降价手段”，促进销量。</p><p>2022年12月，国产特斯拉试图通过保险优惠等政策，来刺激订单的增长。但效果依旧不及预期，因为对于很多中国消费者来说：<b>一度售价23.59万元的Model 3已经成为了广大中国消费者心中的价格锚点。今后产品不降到这个价格，大家是不会放心提车的。</b></p><p>如今，价格已经到位了，国产特斯拉的订单量能爆吗？</p><p><b>没有订单，无异于“慢性死亡”</b></p><p>在2022年底，马斯克的焦虑上升至高峰。</p><p>数据显示，特斯拉2022年四季度产量为43.97万辆，交付量为40.53万辆创下新高——但这依旧低于市场预期，而且也没能完成最后的冲刺。2022年全年，特斯拉产量超137万辆，同比增长47%；交付量超131万辆，同比增长40%，却未能达成交付量同比增长50%的目标（即137万辆）。</p><p><img src=\"https://static.tigerbbs.com/47cbef20f7b1ccb06639ec61773dadf2\" tg-width=\"1000\" tg-height=\"931\" referrerpolicy=\"no-referrer\"/>特斯拉2022年的销量增速已经超越了很多车企（图源：特斯拉）</p><p><b>交付量不及预期，并不是因为产能地狱，而是订单储备不够了。</b></p><p>据特斯拉生产与销售数据追踪服务商Troy Teslike表示，特斯拉在全球范围内的订单积压量近月来一直在迅速减少，截至2022年11月30日已降至19万辆，环比下降约33%。而该数字曾在2022年8月底接近40万辆，2022年3月-7月期间接近50万辆。</p><p>以往传统车企可以采用经销商积压库存的方式，来缓解订单与产能之间的鸿沟，并减小车企的风险和成本压力。然而，特斯拉、<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>、理想等等新势力，却都选择了“以销定产”的销售模式。</p><p>所以，这些新品牌选择绕开直接面对用户需求的做法，纵然快速收到了市场认可。但直营模式没有经销商帮忙“背库存”的劣势，则需要他们具备更强的产品力和销售能力，以便保证自己拥有足够多的订单储备，以免产线空转。</p><p><img src=\"https://static.tigerbbs.com/f8d77859afa2721e69892a6dc73e0345\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\"/>新一代特斯拉Model S</p><p><b>尤其是，开创了这一模式的特斯拉，在中国市场正在遭遇库存难题。</b></p><p>根据招银国际的一份报告显示，10月特斯拉上海工厂的产量为87706辆，高出交付量71704辆（中国市场交付+出口）约1.6万辆。这是自特斯拉2019年年底开设上海工厂以来，产销差距最大的一次。</p><p>导致这一切的直接原因，是特斯拉上海工厂的产能，远远超过了其在中国市场的销量增速。根据公开信息显示，特斯拉上海工厂在2021年的产能为484130辆。而在今年完成工厂改造升级后，上海工厂的产能已经提升至110万辆，增幅约127%。</p><p><img src=\"https://static.tigerbbs.com/a1086d94de1396963c0b8822acdf4c2e\" tg-width=\"1000\" tg-height=\"276\" referrerpolicy=\"no-referrer\"/>对于此次降价，特斯拉对外事务副总裁陶琳表达了自己的看法（图源：特斯拉官微）</p><p><b>高产能无法匹配高订单量时，持续运转的工厂无疑就是在“吃空饷”。</b></p><p>前不久，就有媒体报道称，特斯拉上海工厂两班倒的每个轮班工作时长由11.5个小时，将降低到9.5个小时，更短的轮班时间无疑将导致更少的产量。随后又有消息爆出，2023年的1月20日至1月28日特斯拉将停产。对此，特斯拉回应称：1月20日-28日的放假时间，是为了让员工能灵活安排返乡时间，所以前后各延长了一天，但这仍未能打消外界对特斯拉减产的猜测。</p><p>如果频繁地降价依然无法缓解特斯拉的订单焦虑，那背后的问题可能更加严峻。<a href=\"https://laohu8.com/S/RY\">加拿大皇家银行</a>资本市场（RBC Capital Markets）曾表示：“目前最令人担忧的是中国市场的需求，因为特斯拉在中国的交付周期似乎在缩短。<b>问题在于，这是一个暂时性现象，还是消费者正发生更大变化的迹象。</b>”</p><p>纵观2022年一整年，特斯拉除了降价促销之外，并没有拿出更好的方案来持续提升其在中国市场的销量。下一代车型没有来，4680电池没有来，FSD完全自动驾驶功能也依旧遥遥无期。在最近几个月内，唯一能引发些微轰动效应的事件，莫过于新一代Model S和Model X进入中国市场。</p><p><img src=\"https://static.tigerbbs.com/84eb5eeb2f9f564c9b6c55e00ab189e6\" tg-width=\"946\" tg-height=\"656\" referrerpolicy=\"no-referrer\"/>Model S和Model X的国内售价</p><p>与1月6日降价消息一同公布的，还有全新Model S、Model X在国内市场的售价：Model S售价区间为78.99-100.99万元；全新Model X售价区间为87.99-103.99万元，预计交付日期均为第二季度。其中，两款车型的Plaid版本，售价均超过了100万元人民币。</p><p>如果特斯拉中国想指望两款百万豪车拉升销量，那还得看中国的中产消费者们买不买单了。</p><p><b>中国高管晋升，马斯克还焦虑吗？</b></p><p>说来也巧，就在这次大降价之前几天，特斯拉的管理层曾出现一次巨变。</p><p>1月3日，据路透社报道，根据特斯拉内部公告显示，特斯拉中国区负责人朱晓彤已经升任特斯拉全球管理层职务，负责美国工厂以及北美及欧洲地区的销售业务。与此同时，朱晓彤仍将继续担任特斯拉中国区最高管理职位，以及亚洲其他地区销售业务负责人。</p><p><img src=\"https://static.tigerbbs.com/ca7eb66c23d983d74eed06d41b81eed4\" tg-width=\"1000\" tg-height=\"563\" referrerpolicy=\"no-referrer\"/>朱晓彤和马斯克</p><p>路透社方面认为，<b>此次人事调动，朱晓彤成为了继特斯拉CEO埃隆·马斯克之后最受瞩目的高管。</b>但截止目前，特斯拉方面尚未对此消息进行回应。目前看来，高层变动背后，更直接的导火索还是来自于资本市场给予的压力。</p><p>据统计显示，自2022年初至2022年12月27日收盘，特斯拉的股价已累计下挫近七成，市值较年初的1.06万亿美元缩水超过7100亿美元（约合4.95万亿元人民币），创下史上最差年度表现。而在2023年的首个交易日，特斯拉股价盘中暴跌15%，收盘跌超12%——这股寒气在特斯拉的拥趸中弥散。</p><p>对于特斯拉的股价表现，众多投资人将矛头指向了马斯克。其中，特斯拉第三大个人股东利奥·科关呼吁马斯克辞去特斯拉老板的职务，<b>“埃隆放弃了特斯拉，特斯拉已经没有CEO了。特斯拉需要而且应该有一位全职CEO。”</b></p><p>尤其在去年收购推特之后，人们也越来越担心马斯克的商业帝国会因此受到影响。毕竟，目前光是马斯克担任高管的公司就有6家。除了特斯拉之外，马斯克还掌管了民营航天制造商和太空运输公司SPACE X、隧道挖掘公司The Boring Company、超级高铁Hyperloop、脑机接口公司Neuralink、人工智能研究组织OPEN AI。</p><p><img src=\"https://static.tigerbbs.com/3d61dee5a3db65a0f50f39c4e80dff1b\" tg-width=\"700\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/>世界杯决赛中，马斯克被拍到与特朗普的女婿贾里德·库什纳一起出现在看台上</p><p>对于特斯拉CEO这一职，马斯克并没有过多的执念。在SolarCity收购案的法庭诘问环节，马斯克曾表示：<b>“我极力想不做特斯拉的CEO，但我必须做，否则它就会死掉。”</b></p><p>从特斯拉的发展规划来看，早期推出跑车和高端车型，就是为了带动更廉价的车型销量。而特斯拉努力赚钱的目的，就是为了能够给马斯克提供足够的资金支持，以完成其更远大的“太空梦”、“<a href=\"https://laohu8.com/S/300024\">机器人</a>梦”等等。回过头来看，把特斯拉做大做强，不过是为了给马斯克圆梦罢了。</p><p><img src=\"https://static.tigerbbs.com/dbb8e55ef2ab0df630cfdde6b26a89f2\" tg-width=\"1000\" tg-height=\"632\" referrerpolicy=\"no-referrer\"/>朱晓彤</p><p>马斯克身边的得力干将们，跳槽的跳槽、转行的转行，基本没剩下几个贤能之士可以交接CEO职位。但朱晓彤，算是为数不多的候选人之一。公开资料显示，朱晓彤目前是特斯拉公司的全球副总裁、大中华区负责人。他曾主导了一系列特斯拉产品中国本土化事项，包括体验中心开业、新车在华传播以及上海特斯拉超级工厂的建设等。可以说，特斯拉的国产化，朱晓彤是第一大功臣。</p><p>而最近一次成绩，莫过于朱晓彤带队赴美，帮助特斯拉美国工厂提升产能。在去年底，朱晓彤以及部分团队人员已被调往美国解决生产问题，尤其是Cybertruck量产。有消息指出，在中国团队来到美国后，特斯拉德州工厂Model Y产量就从8月的每周1000台，增长到每周3000台。</p><p>除了救场，朱晓彤带中国团队赴美的另一个可能的任务，就是<b>“引进新车、国产化”</b>。</p><p>根据此前特斯拉第三季度财报的数据，目前美国工厂承担了Model S、Model X、Cybertruck皮卡和Semi半挂卡车等多款重要车型的生产任务。而这次公布国内售价的Model S、Model X，均来自美国的特斯拉加州工厂。考虑到从美国进口的关税，以及运输成本等原因，两款进口的特斯拉新车，高配版本都超过100万元，低配版本也在80万元上下。</p><p><img src=\"https://static.tigerbbs.com/65f1e287ee0cee8fa346498e57111b43\" tg-width=\"679\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/></p><p>对于特斯拉的2023年，最值得期待的一件事可能就是——<b>Model S和Model X能否国产。</b></p><p>纵观特斯拉目前的产品线，50万元-80万元这个价位区间被闲置太久太久了。从BBA（奔驰、宝马、奥迪）到“蔚小理”，没有一家造新能源汽车的品牌，不想进入到这一细分价位。虽然市场份额远不如Mode 3和Model Y所占据的30万元价位高，但每月贡献一两万台的销量并不会太难。毕竟，均价45万元的理想L9，现在一个月也能买小一万台。万一Model S国产后降到50多万，那不得卖爆吗？</p><p><b>写在最后</b></p><p>纵观全球新能源汽车市场的两家头部企业，美国的特斯拉和中国的<a href=\"https://laohu8.com/S/002594\">比亚迪</a>，现如今已经走上了两条截然不同的道路。昨天，比亚迪发布了百万级的新品牌仰望汽车。而今天，特斯拉就宣布全系国产车型大降价。如此戏剧性的一幕，就在2023年的第一周发生了。</p><p><b>可以预见的是，特斯拉会越卖越便宜，而比亚迪将越卖越贵。</b></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\" />\n<title>23万元的特斯拉，治不好马斯克的焦虑</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; 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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\">\n23万元的特斯拉，治不好马斯克的焦虑\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/101\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/98669fe7974e42f3976b3db47528792d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">虎嗅APP </p>\n<p class=\"h-time\">2023-01-06 17:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>2023年，大佬们的焦虑并没有缓解迹象。</b></p><p>1月的第一周。先是<a href=\"https://laohu8.com/S/NIO\">蔚来</a>李斌发布内部信痛批公司八大问题，后是小米雷军发表内部讲话给造车团队打鸡血。如今这样的焦虑，蔓延到了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克身上。</p><p>1月6日，特斯拉中国官网显示，特斯拉国产车型大幅降价，Model 3起售价22.99万元（降价前26.59万元），Model Y起售价25.99万元（降前28.89万元）。这次，国产Model Y车型的降幅普遍较大，而Model 3更是触及了“国产特斯拉史上最低的入门价”。</p><p><img src=\"https://static.tigerbbs.com/ba05ed6a79ad6a35ff502867d0481cd1\" tg-width=\"1000\" tg-height=\"237\" referrerpolicy=\"no-referrer\"/></p><p>此次降价之后，用户维权事件注定会来。但需要注意的是，这番降价已是蓄谋已久。</p><p>在2022年底，虎嗅汽车曾多次向广大消费者预警，国产特斯拉车型存在持续降价的可能性。在11月22日发布的《库存车上万辆，特斯拉还会降价》文章中，虎嗅从独家渠道得知：在经历过两次促销后，特斯拉的订单增量仍不及预期，会在近期推出新的“降价手段”，促进销量。</p><p>2022年12月，国产特斯拉试图通过保险优惠等政策，来刺激订单的增长。但效果依旧不及预期，因为对于很多中国消费者来说：<b>一度售价23.59万元的Model 3已经成为了广大中国消费者心中的价格锚点。今后产品不降到这个价格，大家是不会放心提车的。</b></p><p>如今，价格已经到位了，国产特斯拉的订单量能爆吗？</p><p><b>没有订单，无异于“慢性死亡”</b></p><p>在2022年底，马斯克的焦虑上升至高峰。</p><p>数据显示，特斯拉2022年四季度产量为43.97万辆，交付量为40.53万辆创下新高——但这依旧低于市场预期，而且也没能完成最后的冲刺。2022年全年，特斯拉产量超137万辆，同比增长47%；交付量超131万辆，同比增长40%，却未能达成交付量同比增长50%的目标（即137万辆）。</p><p><img src=\"https://static.tigerbbs.com/47cbef20f7b1ccb06639ec61773dadf2\" tg-width=\"1000\" tg-height=\"931\" referrerpolicy=\"no-referrer\"/>特斯拉2022年的销量增速已经超越了很多车企（图源：特斯拉）</p><p><b>交付量不及预期，并不是因为产能地狱，而是订单储备不够了。</b></p><p>据特斯拉生产与销售数据追踪服务商Troy Teslike表示，特斯拉在全球范围内的订单积压量近月来一直在迅速减少，截至2022年11月30日已降至19万辆，环比下降约33%。而该数字曾在2022年8月底接近40万辆，2022年3月-7月期间接近50万辆。</p><p>以往传统车企可以采用经销商积压库存的方式，来缓解订单与产能之间的鸿沟，并减小车企的风险和成本压力。然而，特斯拉、<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>、理想等等新势力，却都选择了“以销定产”的销售模式。</p><p>所以，这些新品牌选择绕开直接面对用户需求的做法，纵然快速收到了市场认可。但直营模式没有经销商帮忙“背库存”的劣势，则需要他们具备更强的产品力和销售能力，以便保证自己拥有足够多的订单储备，以免产线空转。</p><p><img src=\"https://static.tigerbbs.com/f8d77859afa2721e69892a6dc73e0345\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\"/>新一代特斯拉Model S</p><p><b>尤其是，开创了这一模式的特斯拉，在中国市场正在遭遇库存难题。</b></p><p>根据招银国际的一份报告显示，10月特斯拉上海工厂的产量为87706辆，高出交付量71704辆（中国市场交付+出口）约1.6万辆。这是自特斯拉2019年年底开设上海工厂以来，产销差距最大的一次。</p><p>导致这一切的直接原因，是特斯拉上海工厂的产能，远远超过了其在中国市场的销量增速。根据公开信息显示，特斯拉上海工厂在2021年的产能为484130辆。而在今年完成工厂改造升级后，上海工厂的产能已经提升至110万辆，增幅约127%。</p><p><img src=\"https://static.tigerbbs.com/a1086d94de1396963c0b8822acdf4c2e\" tg-width=\"1000\" tg-height=\"276\" referrerpolicy=\"no-referrer\"/>对于此次降价，特斯拉对外事务副总裁陶琳表达了自己的看法（图源：特斯拉官微）</p><p><b>高产能无法匹配高订单量时，持续运转的工厂无疑就是在“吃空饷”。</b></p><p>前不久，就有媒体报道称，特斯拉上海工厂两班倒的每个轮班工作时长由11.5个小时，将降低到9.5个小时，更短的轮班时间无疑将导致更少的产量。随后又有消息爆出，2023年的1月20日至1月28日特斯拉将停产。对此，特斯拉回应称：1月20日-28日的放假时间，是为了让员工能灵活安排返乡时间，所以前后各延长了一天，但这仍未能打消外界对特斯拉减产的猜测。</p><p>如果频繁地降价依然无法缓解特斯拉的订单焦虑，那背后的问题可能更加严峻。<a href=\"https://laohu8.com/S/RY\">加拿大皇家银行</a>资本市场（RBC Capital Markets）曾表示：“目前最令人担忧的是中国市场的需求，因为特斯拉在中国的交付周期似乎在缩短。<b>问题在于，这是一个暂时性现象，还是消费者正发生更大变化的迹象。</b>”</p><p>纵观2022年一整年，特斯拉除了降价促销之外，并没有拿出更好的方案来持续提升其在中国市场的销量。下一代车型没有来，4680电池没有来，FSD完全自动驾驶功能也依旧遥遥无期。在最近几个月内，唯一能引发些微轰动效应的事件，莫过于新一代Model S和Model X进入中国市场。</p><p><img src=\"https://static.tigerbbs.com/84eb5eeb2f9f564c9b6c55e00ab189e6\" tg-width=\"946\" tg-height=\"656\" referrerpolicy=\"no-referrer\"/>Model S和Model X的国内售价</p><p>与1月6日降价消息一同公布的，还有全新Model S、Model X在国内市场的售价：Model S售价区间为78.99-100.99万元；全新Model X售价区间为87.99-103.99万元，预计交付日期均为第二季度。其中，两款车型的Plaid版本，售价均超过了100万元人民币。</p><p>如果特斯拉中国想指望两款百万豪车拉升销量，那还得看中国的中产消费者们买不买单了。</p><p><b>中国高管晋升，马斯克还焦虑吗？</b></p><p>说来也巧，就在这次大降价之前几天，特斯拉的管理层曾出现一次巨变。</p><p>1月3日，据路透社报道，根据特斯拉内部公告显示，特斯拉中国区负责人朱晓彤已经升任特斯拉全球管理层职务，负责美国工厂以及北美及欧洲地区的销售业务。与此同时，朱晓彤仍将继续担任特斯拉中国区最高管理职位，以及亚洲其他地区销售业务负责人。</p><p><img src=\"https://static.tigerbbs.com/ca7eb66c23d983d74eed06d41b81eed4\" tg-width=\"1000\" tg-height=\"563\" referrerpolicy=\"no-referrer\"/>朱晓彤和马斯克</p><p>路透社方面认为，<b>此次人事调动，朱晓彤成为了继特斯拉CEO埃隆·马斯克之后最受瞩目的高管。</b>但截止目前，特斯拉方面尚未对此消息进行回应。目前看来，高层变动背后，更直接的导火索还是来自于资本市场给予的压力。</p><p>据统计显示，自2022年初至2022年12月27日收盘，特斯拉的股价已累计下挫近七成，市值较年初的1.06万亿美元缩水超过7100亿美元（约合4.95万亿元人民币），创下史上最差年度表现。而在2023年的首个交易日，特斯拉股价盘中暴跌15%，收盘跌超12%——这股寒气在特斯拉的拥趸中弥散。</p><p>对于特斯拉的股价表现，众多投资人将矛头指向了马斯克。其中，特斯拉第三大个人股东利奥·科关呼吁马斯克辞去特斯拉老板的职务，<b>“埃隆放弃了特斯拉，特斯拉已经没有CEO了。特斯拉需要而且应该有一位全职CEO。”</b></p><p>尤其在去年收购推特之后，人们也越来越担心马斯克的商业帝国会因此受到影响。毕竟，目前光是马斯克担任高管的公司就有6家。除了特斯拉之外，马斯克还掌管了民营航天制造商和太空运输公司SPACE X、隧道挖掘公司The Boring Company、超级高铁Hyperloop、脑机接口公司Neuralink、人工智能研究组织OPEN AI。</p><p><img src=\"https://static.tigerbbs.com/3d61dee5a3db65a0f50f39c4e80dff1b\" tg-width=\"700\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/>世界杯决赛中，马斯克被拍到与特朗普的女婿贾里德·库什纳一起出现在看台上</p><p>对于特斯拉CEO这一职，马斯克并没有过多的执念。在SolarCity收购案的法庭诘问环节，马斯克曾表示：<b>“我极力想不做特斯拉的CEO，但我必须做，否则它就会死掉。”</b></p><p>从特斯拉的发展规划来看，早期推出跑车和高端车型，就是为了带动更廉价的车型销量。而特斯拉努力赚钱的目的，就是为了能够给马斯克提供足够的资金支持，以完成其更远大的“太空梦”、“<a href=\"https://laohu8.com/S/300024\">机器人</a>梦”等等。回过头来看，把特斯拉做大做强，不过是为了给马斯克圆梦罢了。</p><p><img src=\"https://static.tigerbbs.com/dbb8e55ef2ab0df630cfdde6b26a89f2\" tg-width=\"1000\" tg-height=\"632\" referrerpolicy=\"no-referrer\"/>朱晓彤</p><p>马斯克身边的得力干将们，跳槽的跳槽、转行的转行，基本没剩下几个贤能之士可以交接CEO职位。但朱晓彤，算是为数不多的候选人之一。公开资料显示，朱晓彤目前是特斯拉公司的全球副总裁、大中华区负责人。他曾主导了一系列特斯拉产品中国本土化事项，包括体验中心开业、新车在华传播以及上海特斯拉超级工厂的建设等。可以说，特斯拉的国产化，朱晓彤是第一大功臣。</p><p>而最近一次成绩，莫过于朱晓彤带队赴美，帮助特斯拉美国工厂提升产能。在去年底，朱晓彤以及部分团队人员已被调往美国解决生产问题，尤其是Cybertruck量产。有消息指出，在中国团队来到美国后，特斯拉德州工厂Model Y产量就从8月的每周1000台，增长到每周3000台。</p><p>除了救场，朱晓彤带中国团队赴美的另一个可能的任务，就是<b>“引进新车、国产化”</b>。</p><p>根据此前特斯拉第三季度财报的数据，目前美国工厂承担了Model S、Model X、Cybertruck皮卡和Semi半挂卡车等多款重要车型的生产任务。而这次公布国内售价的Model S、Model X，均来自美国的特斯拉加州工厂。考虑到从美国进口的关税，以及运输成本等原因，两款进口的特斯拉新车，高配版本都超过100万元，低配版本也在80万元上下。</p><p><img src=\"https://static.tigerbbs.com/65f1e287ee0cee8fa346498e57111b43\" tg-width=\"679\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/></p><p>对于特斯拉的2023年，最值得期待的一件事可能就是——<b>Model S和Model X能否国产。</b></p><p>纵观特斯拉目前的产品线，50万元-80万元这个价位区间被闲置太久太久了。从BBA（奔驰、宝马、奥迪）到“蔚小理”，没有一家造新能源汽车的品牌，不想进入到这一细分价位。虽然市场份额远不如Mode 3和Model Y所占据的30万元价位高，但每月贡献一两万台的销量并不会太难。毕竟，均价45万元的理想L9，现在一个月也能买小一万台。万一Model S国产后降到50多万，那不得卖爆吗？</p><p><b>写在最后</b></p><p>纵观全球新能源汽车市场的两家头部企业，美国的特斯拉和中国的<a href=\"https://laohu8.com/S/002594\">比亚迪</a>，现如今已经走上了两条截然不同的道路。昨天，比亚迪发布了百万级的新品牌仰望汽车。而今天，特斯拉就宣布全系国产车型大降价。如此戏剧性的一幕，就在2023年的第一周发生了。</p><p><b>可以预见的是，特斯拉会越卖越便宜，而比亚迪将越卖越贵。</b></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b81bc0c9f7426d6aa4165fc2b682ad2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157400263","content_text":"2023年，大佬们的焦虑并没有缓解迹象。1月的第一周。先是蔚来李斌发布内部信痛批公司八大问题，后是小米雷军发表内部讲话给造车团队打鸡血。如今这样的焦虑，蔓延到了特斯拉CEO埃隆·马斯克身上。1月6日，特斯拉中国官网显示，特斯拉国产车型大幅降价，Model 3起售价22.99万元（降价前26.59万元），Model Y起售价25.99万元（降前28.89万元）。这次，国产Model Y车型的降幅普遍较大，而Model 3更是触及了“国产特斯拉史上最低的入门价”。此次降价之后，用户维权事件注定会来。但需要注意的是，这番降价已是蓄谋已久。在2022年底，虎嗅汽车曾多次向广大消费者预警，国产特斯拉车型存在持续降价的可能性。在11月22日发布的《库存车上万辆，特斯拉还会降价》文章中，虎嗅从独家渠道得知：在经历过两次促销后，特斯拉的订单增量仍不及预期，会在近期推出新的“降价手段”，促进销量。2022年12月，国产特斯拉试图通过保险优惠等政策，来刺激订单的增长。但效果依旧不及预期，因为对于很多中国消费者来说：一度售价23.59万元的Model 3已经成为了广大中国消费者心中的价格锚点。今后产品不降到这个价格，大家是不会放心提车的。如今，价格已经到位了，国产特斯拉的订单量能爆吗？没有订单，无异于“慢性死亡”在2022年底，马斯克的焦虑上升至高峰。数据显示，特斯拉2022年四季度产量为43.97万辆，交付量为40.53万辆创下新高——但这依旧低于市场预期，而且也没能完成最后的冲刺。2022年全年，特斯拉产量超137万辆，同比增长47%；交付量超131万辆，同比增长40%，却未能达成交付量同比增长50%的目标（即137万辆）。特斯拉2022年的销量增速已经超越了很多车企（图源：特斯拉）交付量不及预期，并不是因为产能地狱，而是订单储备不够了。据特斯拉生产与销售数据追踪服务商Troy Teslike表示，特斯拉在全球范围内的订单积压量近月来一直在迅速减少，截至2022年11月30日已降至19万辆，环比下降约33%。而该数字曾在2022年8月底接近40万辆，2022年3月-7月期间接近50万辆。以往传统车企可以采用经销商积压库存的方式，来缓解订单与产能之间的鸿沟，并减小车企的风险和成本压力。然而，特斯拉、蔚来、理想等等新势力，却都选择了“以销定产”的销售模式。所以，这些新品牌选择绕开直接面对用户需求的做法，纵然快速收到了市场认可。但直营模式没有经销商帮忙“背库存”的劣势，则需要他们具备更强的产品力和销售能力，以便保证自己拥有足够多的订单储备，以免产线空转。新一代特斯拉Model S尤其是，开创了这一模式的特斯拉，在中国市场正在遭遇库存难题。根据招银国际的一份报告显示，10月特斯拉上海工厂的产量为87706辆，高出交付量71704辆（中国市场交付+出口）约1.6万辆。这是自特斯拉2019年年底开设上海工厂以来，产销差距最大的一次。导致这一切的直接原因，是特斯拉上海工厂的产能，远远超过了其在中国市场的销量增速。根据公开信息显示，特斯拉上海工厂在2021年的产能为484130辆。而在今年完成工厂改造升级后，上海工厂的产能已经提升至110万辆，增幅约127%。对于此次降价，特斯拉对外事务副总裁陶琳表达了自己的看法（图源：特斯拉官微）高产能无法匹配高订单量时，持续运转的工厂无疑就是在“吃空饷”。前不久，就有媒体报道称，特斯拉上海工厂两班倒的每个轮班工作时长由11.5个小时，将降低到9.5个小时，更短的轮班时间无疑将导致更少的产量。随后又有消息爆出，2023年的1月20日至1月28日特斯拉将停产。对此，特斯拉回应称：1月20日-28日的放假时间，是为了让员工能灵活安排返乡时间，所以前后各延长了一天，但这仍未能打消外界对特斯拉减产的猜测。如果频繁地降价依然无法缓解特斯拉的订单焦虑，那背后的问题可能更加严峻。加拿大皇家银行资本市场（RBC Capital Markets）曾表示：“目前最令人担忧的是中国市场的需求，因为特斯拉在中国的交付周期似乎在缩短。问题在于，这是一个暂时性现象，还是消费者正发生更大变化的迹象。”纵观2022年一整年，特斯拉除了降价促销之外，并没有拿出更好的方案来持续提升其在中国市场的销量。下一代车型没有来，4680电池没有来，FSD完全自动驾驶功能也依旧遥遥无期。在最近几个月内，唯一能引发些微轰动效应的事件，莫过于新一代Model S和Model X进入中国市场。Model S和Model X的国内售价与1月6日降价消息一同公布的，还有全新Model S、Model X在国内市场的售价：Model S售价区间为78.99-100.99万元；全新Model X售价区间为87.99-103.99万元，预计交付日期均为第二季度。其中，两款车型的Plaid版本，售价均超过了100万元人民币。如果特斯拉中国想指望两款百万豪车拉升销量，那还得看中国的中产消费者们买不买单了。中国高管晋升，马斯克还焦虑吗？说来也巧，就在这次大降价之前几天，特斯拉的管理层曾出现一次巨变。1月3日，据路透社报道，根据特斯拉内部公告显示，特斯拉中国区负责人朱晓彤已经升任特斯拉全球管理层职务，负责美国工厂以及北美及欧洲地区的销售业务。与此同时，朱晓彤仍将继续担任特斯拉中国区最高管理职位，以及亚洲其他地区销售业务负责人。朱晓彤和马斯克路透社方面认为，此次人事调动，朱晓彤成为了继特斯拉CEO埃隆·马斯克之后最受瞩目的高管。但截止目前，特斯拉方面尚未对此消息进行回应。目前看来，高层变动背后，更直接的导火索还是来自于资本市场给予的压力。据统计显示，自2022年初至2022年12月27日收盘，特斯拉的股价已累计下挫近七成，市值较年初的1.06万亿美元缩水超过7100亿美元（约合4.95万亿元人民币），创下史上最差年度表现。而在2023年的首个交易日，特斯拉股价盘中暴跌15%，收盘跌超12%——这股寒气在特斯拉的拥趸中弥散。对于特斯拉的股价表现，众多投资人将矛头指向了马斯克。其中，特斯拉第三大个人股东利奥·科关呼吁马斯克辞去特斯拉老板的职务，“埃隆放弃了特斯拉，特斯拉已经没有CEO了。特斯拉需要而且应该有一位全职CEO。”尤其在去年收购推特之后，人们也越来越担心马斯克的商业帝国会因此受到影响。毕竟，目前光是马斯克担任高管的公司就有6家。除了特斯拉之外，马斯克还掌管了民营航天制造商和太空运输公司SPACE X、隧道挖掘公司The Boring Company、超级高铁Hyperloop、脑机接口公司Neuralink、人工智能研究组织OPEN AI。世界杯决赛中，马斯克被拍到与特朗普的女婿贾里德·库什纳一起出现在看台上对于特斯拉CEO这一职，马斯克并没有过多的执念。在SolarCity收购案的法庭诘问环节，马斯克曾表示：“我极力想不做特斯拉的CEO，但我必须做，否则它就会死掉。”从特斯拉的发展规划来看，早期推出跑车和高端车型，就是为了带动更廉价的车型销量。而特斯拉努力赚钱的目的，就是为了能够给马斯克提供足够的资金支持，以完成其更远大的“太空梦”、“机器人梦”等等。回过头来看，把特斯拉做大做强，不过是为了给马斯克圆梦罢了。朱晓彤马斯克身边的得力干将们，跳槽的跳槽、转行的转行，基本没剩下几个贤能之士可以交接CEO职位。但朱晓彤，算是为数不多的候选人之一。公开资料显示，朱晓彤目前是特斯拉公司的全球副总裁、大中华区负责人。他曾主导了一系列特斯拉产品中国本土化事项，包括体验中心开业、新车在华传播以及上海特斯拉超级工厂的建设等。可以说，特斯拉的国产化，朱晓彤是第一大功臣。而最近一次成绩，莫过于朱晓彤带队赴美，帮助特斯拉美国工厂提升产能。在去年底，朱晓彤以及部分团队人员已被调往美国解决生产问题，尤其是Cybertruck量产。有消息指出，在中国团队来到美国后，特斯拉德州工厂Model Y产量就从8月的每周1000台，增长到每周3000台。除了救场，朱晓彤带中国团队赴美的另一个可能的任务，就是“引进新车、国产化”。根据此前特斯拉第三季度财报的数据，目前美国工厂承担了Model S、Model X、Cybertruck皮卡和Semi半挂卡车等多款重要车型的生产任务。而这次公布国内售价的Model S、Model X，均来自美国的特斯拉加州工厂。考虑到从美国进口的关税，以及运输成本等原因，两款进口的特斯拉新车，高配版本都超过100万元，低配版本也在80万元上下。对于特斯拉的2023年，最值得期待的一件事可能就是——Model S和Model X能否国产。纵观特斯拉目前的产品线，50万元-80万元这个价位区间被闲置太久太久了。从BBA（奔驰、宝马、奥迪）到“蔚小理”，没有一家造新能源汽车的品牌，不想进入到这一细分价位。虽然市场份额远不如Mode 3和Model Y所占据的30万元价位高，但每月贡献一两万台的销量并不会太难。毕竟，均价45万元的理想L9，现在一个月也能买小一万台。万一Model S国产后降到50多万，那不得卖爆吗？写在最后纵观全球新能源汽车市场的两家头部企业，美国的特斯拉和中国的比亚迪，现如今已经走上了两条截然不同的道路。昨天，比亚迪发布了百万级的新品牌仰望汽车。而今天，特斯拉就宣布全系国产车型大降价。如此戏剧性的一幕，就在2023年的第一周发生了。可以预见的是，特斯拉会越卖越便宜，而比亚迪将越卖越贵。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628378169,"gmtCreate":1672924008451,"gmtModify":1672924793830,"author":{"id":"3561597318814104","authorId":"3561597318814104","name":"塞北","avatar":"https://static.tigerbbs.com/23f1617ff2d07ebcbe9b6cd279805ef8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561597318814104","authorIdStr":"3561597318814104"},"themes":[],"htmlText":"国内交付了多少辆","listText":"国内交付了多少辆","text":"国内交付了多少辆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628378169","repostId":"1140366349","repostType":2,"repost":{"id":"1140366349","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1672914197,"share":"https://www.laohu8.com/m/news/1140366349?lang=&edition=full","pubTime":"2023-01-05 18:23","market":"us","language":"zh","title":"特斯拉上海超级工厂2022年全年交付超71万辆，同比增长48%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140366349","media":"老虎资讯综合","summary":"1月5日，乘联会发布中国市场预估销量，特斯拉延续劲增态势：2022年，上海超级工厂全年交付超71万辆，同比增长48%；仅Model Y一款车型，就已交付超45万辆，几乎追平特斯拉中国2021年48万辆","content":"<html><head></head><body><p>1月5日，乘联会发布中国市场预估销量，特斯拉延续劲增态势：2022年，上海超级工厂全年交付超71万辆，同比增长48%；仅Model Y一款车型，就已交付超45万辆，几乎追平特斯拉中国2021年48万辆的交付成绩。（上证报）</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\" />\n<title>特斯拉上海超级工厂2022年全年交付超71万辆，同比增长48%</title>\n<style 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18:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月5日，乘联会发布中国市场预估销量，特斯拉延续劲增态势：2022年，上海超级工厂全年交付超71万辆，同比增长48%；仅Model Y一款车型，就已交付超45万辆，几乎追平特斯拉中国2021年48万辆的交付成绩。（上证报）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140366349","content_text":"1月5日，乘联会发布中国市场预估销量，特斯拉延续劲增态势：2022年，上海超级工厂全年交付超71万辆，同比增长48%；仅Model Y一款车型，就已交付超45万辆，几乎追平特斯拉中国2021年48万辆的交付成绩。（上证报）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}