dun吨dun的个人主页 - 老虎社区

dun吨dun

dun吨dun

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IP属地：四川

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0勋章

2021-11-12

$Phunware, Inc.(PHUN)$今天1000%

2021-11-12

$Paysafe Ltd(PSFE)$大家割了还是继续持有

2022-01-11

$滴滴(DIDI)$昨天跌破了期权行权价，白在滴滴干了几年

2021-11-11

$Tilray Inc.(TLRY)$每天一问。啥时候上60

2021-05-03

$Histogenics Corporation(OCGN)$今天20？同意的点赞

2020-12-15

$陆金所(LU)$今天能涨10个点吗

2022-02-04

$Snap Inc(SNAP)$5点多就不该醒来，减仓2/3。24.7入的

2022-02-04

$滴滴(DIDI)$年后能上架吗

2021-05-05

$Precipio, Inc.(PRPO)$亏的人在哪里

2021-11-19

$哔哩哔哩-SW(09626)$大家猜猜发行价，看谁准

2021-12-07

$Sea Ltd(SE)$别卖，赶紧买

2021-11-27

$拼多多(PDD)$亏了1.3%了，要不要割

2021-06-13

$老虎证券(TIGR)$感觉明天又大涨，可能20个点不止

2021-12-01

小鹏理想蔚来哪吒，老大老二老三老四

抱歉，原内容已删除

2021-11-22

$哔哩哔哩(BILI)$希望今天跌破60

2021-04-24

$一起教育科技(YQ)$20的本啥时候回本

2021-03-30

$嘉楠科技(CAN)$20的本，年前能回本吗

2022-01-03

$蔚来(NIO)$今天看到29

2021-10-22

$Phunware, Inc.(PHUN)$可以上车了，重新上24

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3.4%。</p><p><strong>那些坚信蔚来药丸的人，看到了各种不好的迹象，学习<a href=\"https://laohu8.com/S/002594\">比亚迪</a>垂直一体化研发模式烧了上百亿，换电网络的铺设显示蔚来模式过重，蔚来的现金流和偿债能力在这两年处于危险区间等等，但这些事情并非第一天出现，蔚来也并非一无是处。相反我们在蔚来身上看到了一些不一样的变化。如果新能源车的战场只有以成败论英雄，那不仅无聊且失之浅薄。</strong></p><p><strong>蔚来从品牌口碑的角度来说可能是新势力中最好的，但销量就是不上不下，月销1-2万这个坎持续了接近3年，一直没有突破。</strong>按照虎嗅秒投的测算，在如今这套已经建成的销售和服务网络下，以目前的制造成本，蔚来需要实现6倍于当下的销量，换算过来就是每个月达到8.4万、每年100万辆的销量（即便考虑生产规模扩大之后的制造成本下降，月销量需求大概率也不会低于每月7万辆，约合每年85万辆），才能够实现<span>营业利润</span>的平衡。</p><p><strong>所以蔚来才会出现三年亏了500亿的窘境，好在斌哥真的“长袖善舞”在全世界跑融资。</strong>中东土豪、阿布扎比政府持有多数股权的投资公司CYVN Investments<span>定向增发</span>的29.5亿美元股份，叠加蔚来自己发行的10亿美元可转换优先债券，蔚来在2023年内实现了276.63亿元的实际资金注入。凭借2020年之后最大的融资金额，蔚来在2023年末的期末现金流净值，达到了386.22亿元，甚至超过了2020年末的水平。但只靠 CEO 跑全世界融资，是缓兵之计，不是长久之计。</p><p><strong>过去大家质疑蔚来只有服务好，其他多数都是供应商的技术，斌哥听进去了。蔚来这几年搭起了一个几乎国内最全的技术版图，电机、800V、碳化硅、芯片、电池自研和自制，以及智能化，都已明确铺开在蔚来的研发树上。</strong></p><p>去年年底李斌做了一场马拉松式的直播——和蔚来电源管理副总裁沈斐轮流开着蔚来 ET7 从上海到厦门，不充电、不换电地跑了 1044 公里，最后还剩 3% 的电量，刷新纯电动车的实际行驶续航纪录，震惊整个汽车圈随后引发了固态电池关注热潮，广汽和智己都宣布即将上线固态电池。</p><p><strong>但技术并非是先进就一定能获得市场优势，从实验室小批量到规模量产其中还有很多困难要解决。</strong>150 kWh 电池是这次测试的关键。它比目前绝大多数电动车的电池包容量多 50% 以上，但成本翻了一番多，达到 30 万元。动力电池行业人士估算，类似蔚来 150 kWh 的电池，从测试到小规模量产要投入约 10 亿元，比主流动力电池高一倍。<strong>成本高量产难用户是否买单，仍然很难说，技术不能转换为优势，那就会成为劣势。</strong></p><p>相反比亚迪第五代DM混动技术拿下三个“全球之最”，其中2.9升百公里亏电油耗直接击中了许多网友的痛点，对于秦L和海豹06的销量增长刺激明显。尤其加量不加价甚至降价的操作，可以说是直接点燃了汽车红海，大大降低用户选择成本。</p><p>过去不仅是媒体连新势力自己也觉得自己遥遥领先，但现在车机系统、智能化，辅助驾驶等能力上，新势力过去大幅的领先也已经转变为小幅领先。自主车企仅凭价格，就能够抹除这部分差距，更不要说通过与华为超级合作方直接赋能的产品。<strong>所以斌哥现在的重点只剩两个，一个是换电，一个是新品牌，乐道与未上市的萤火虫。</strong><strong>乐道很难拯救蔚来</strong></p><p><strong>过去蔚来经常被诟病的一个点就是做换电，“人傻钱多的典型”。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>都做不下去蔚来凭什么觉得能成功，想解决销量问题趁早上增程。但增程并不是销量法宝，纯电也不是不能打。</strong></p><p>根据乘联会的数据1-4月纯电车型累计销售占新能源车市场的58.6%，插混车型累计销量占比29.9%，增程式车型累计销量占比11.5%。有人可能会说这跟网络声量好像不太一样，增程目前总体市场份额小是真的，增速快主要集中在三四线中小城市，截至今年4月，纯电、插混、增程的销量增速分别为37%、93%和218%。蔚来目前的销售服务主要还是集中在一线以及新一线，贸然去做其他市场很有可能水土不服。</p><p>更何况增程已经杀成了血海，去年12月，中国乘用车市场上所销售的增程式车型共计19款；而今年4月，这一数据增长至25款，增长幅度达31.6%。<strong>目前来看增程做得好的也就理想和问界，一直被视作过渡路线的增程可能会带来销量增长，但是之后的技术发展又该如何。理想给出的答案是mega纯电路线一次不太成功的尝试。所以斌哥想做的是拥有终局优势的产品，想要先苦后甜。</strong></p><p>但<strong>真的能如此吗？</strong></p><p>李斌在一季报电话会上透露，乐道L60将于今年9月上市交付，明年会发布第二款产品，是一款中大型SUV。“乐道不会有太多产品，我们要确保每款车有足够的竞争优势。乐道的长期目标是保持15%以上毛利率，实现每月2万至3万台销量规模，就能达到盈亏平衡。” 此外，李斌明言，“乐道不能说是性价比，而是为家庭用户打造的体验+成本的最优选。”</p><p>野村证券在研报中指出，乐道所在的中国18万至25万元SUV市场，2024年4月销量排名前15位的车型仅有两款为纯电SUV，分别是排名第一的ModelY和排名第七的比亚迪宋PlusEV，插电混动车型（含增程）车型则有四款。这是因为，该市场区间以家庭车型居多，产品在空间、补能、价格各方面都不能出现明显短板。纯电车型因为补能时间较长，在这一细分市场的地位并不牢固。</p><p>有乐道销售表示，相比空间和软硬件的配置，每一位乐道车主都可以使用蔚来现有的补能体系，这才成为乐道品牌<span>拉升</span>销量的真正底牌。</p><p>先不说换电补能的问题，乐道瞄准的市场是价格战最激烈的市场， 20 万元至30万新能源车渗透率为56%，远高于新能源汽车43.7%的整体渗透率，这倒没什么错，但是渗透率高也意味着更卷。小米、小鹏、问界都在这一价格段放量，在这个价格段“增量不增利”也是常态。</p><p><strong>摆在乐道面前最大的问题是跟蔚来区别到底有多大，有网友评价，“既然差价这幺小，为什么不买蔚来？”“买乐道，是想告诉别人我差这几万块买蔚来吗？”</strong></p><p>在2023 年财报电话会上，李斌曾明确乐道在蔚来换电网络中的位置。他表示，蔚来换电网络未来将分为“专用网络”和“共享网络”两种，前者为蔚来用户的专用网络，乐道用户无法使用；后者为蔚来和其他品牌共用的换电网络。</p><p>根据公开数据显示，截至5月10日，蔚来累计建设换电站2414座，其中高速换电站797座；累计建设充电站3832座，22312根充电桩。其中，乐道部分可用的第三代换电站大约为1000座，第四代换电站正在建设中。 也就是说乐道还要自建一部分换电站，这对蔚来的未来几个季度现金流压力又形成了挑战。</p><p>按照蔚来副总裁沈斐的测算，每个换电站每天干50-60单就能实现盈亏平衡。但据蔚来官网数据，换电站日均换电次数约为7万次，折算下来每站每天约有28单，离盈利还有不少距离。</p><p>蔚来对于这些质疑的回应一直都是换电网络仍在早期，指望赚钱不现实。参考特斯拉的情况，目前其在北美市场已是一家独大，并吸引了通用、福特等车企加入。<a href=\"https://laohu8.com/S/GS\">高盛</a>估计，当特斯拉全球充电桩数量达到50万根时，充电网络的年收入将达到250亿美元。如果蔚来换电网络真的完全体了，那么赚钱也有了希望。</p><p>所以蔚来组建了自己的换电联盟，其中包括<a href=\"https://laohu8.com/S/000625\">长安汽车</a>、<a href=\"https://laohu8.com/S/601238\">广汽集团</a>、奇瑞、吉利、一汽等8位盟友，看上去都是主流有资本的玩家。<strong>不过距离蔚来期望的全面盈亏平衡的换电网络还有不小距离。因为换电本身需要对车体结构、空间利用、整车设计等产生一定影响，需要这些车企专门建造符合蔚来换电标准的汽车，而目前真正拿出车型支持的不多，如果换电车型不能大卖反而会成为负担。</strong><strong>二季度“起死回生”？</strong></p><p><strong>蔚来并没有沉浸在一季度的颓势中，相反一直在渲染蔚来第二季度的强势回归。</strong></p><p>过完 6 月，第二季度也就过完了。就目前来看，蔚来的第二季度显然要强于第一季度。刚刚过去的 5 月，蔚来交付新车 20544 台，创历史新高，而整个第一季度的平均销量只是将将破万，总交付辆也只有 30053 台。</p><p>在财报中，蔚来给出第二季度交付指引为 5.4 万台至 5.6 万台，同比增长超过 120%。就目前的销售态势来看，只要 6 月维持住销量，即可达成。</p><p><strong>这个增长质量的速度能不能维持还不好说，因为二季度的销量增长主要靠降低BaaS价格和权益激励。</strong></p><p>蔚来在近期调整了 BaaS 电池租用方案的费用，标准续航电池包租用服务费由 980 元/月调整至 728 元/月，长续航电池包租用服务费由原本的 1680 元/月调整至 1128 元/月，同时支持租金部分抵扣电池买断费用。这一调整让原本不太受待见的 BaaS 方案成了主流购车方案——李斌透露：蔚来在调整电池月租价格后，现在电池租用的比例超过了 80%。</p><p>蔚来又在4月1日宣布，原有油车用户置换蔚来2024款新车，将额外获得1万元的选装补贴，补贴累计上限为10亿元。选装补贴用于配置选择，涉及外观、座舱等，包括特殊颜色、特殊轮毂、高级真皮座椅、语音助手等。</p><p><strong>蔚来的销量在将来能否撑得住这一品牌，决胜赛场就是换电基础设施，BaaS降低单车购置成本，提升品牌市场竞争力，而池化后的电池进一步被高效利用，通过提升电池寿命及运营效率降低边际成本，两者形成双向循环。</strong></p><p>但蔚来二季度指引销量数据显然不够自信：作为此次财报的关键增量信息之一，市场真正想知道的是6月作为BaaS促销权益退坡后的第一个月，蔚来修复后的销量到底能否稳定。但在这个上面，蔚来的指引是一个大写的失望：二季度销量指引 5.4-5.6万。4、5月份已知，隐含6月月销1.8-2万之间，在截止6月2日周销已超过6700辆的情况下，6月月销最多两万，隐含Baas促销权益退坡之后，蔚来的销量又要回落了。</p><p>第三品牌萤火虫预计提前至今年发布，明年上半年交付。据21世纪经济报道的信息，萤火虫首款新车的发布已经从欧洲首发调整至中国首发，并将在今年年底亮相，这一调整也是为了应对国内日趋激烈的市场竞争环境。</p><p>对蔚来而言，就能将旗下车型分为高端、中高端、中低端的市场，分别对应30万、20万、10万的价位。蔚来主品牌的定位是商务兼顾家庭，乐道面向的是家庭用户，萤火虫的目标也是服务于家庭需求，是一款精品紧凑型汽车。蔚来品牌想往上，但如果真不参与价格战，对销量来说压力也太大了。不如发展一下子品牌，让蔚来能从价格战里抽身出来，让子品牌出去卷价格。</p><p><strong>萤火虫要面临的情况比乐道更为复杂，跟比亚迪广汽五菱一众大佬抢市场是更地狱的难度级任务。目前看乐道火热几个月应该是没有问题的，但后续怎么办？不能只是被动等待蔚来技术下放，“增量不增利”的局面更为现实。</strong><strong>写在最后</strong></p><p>根据博世总裁徐大全透露，2023年中国汽车价格平均降幅为15%。但从2024年开始，部分车型的降幅最高已达30%。<strong>价格战最变态的地方在于不是行业内大多数企业的承受底线，而是最龙头车企的底部在哪里，然后一波市场化出清，大佬们出来占市场。所以对于广汽和比亚迪的发言不必过多批评，大家立场不同需求不同。</strong></p><p>对于蔚来来说虽然李斌一直回避价格战，但是市场价格战是无形的，不管你愿不愿意，车企不打，用户也会比较用脚投票。当然斌哥的意思是想说蔚来有差异化有价值，不必苦哈哈卷价格。</p><p>但从销量上来看，消费者对于蔚来高端产品的认可度不是很高。就拿在ES7、EC7、ET7两款产品来说，前者2022年8月上市至今，总销量不过2.12万辆；而2023年3月才开始交付的EC7，截至目前的上牌量还不到5000辆；作为蔚来最高端轿车产品的ET7，过去12个月的销量也只有不到4300辆。而这些<a href=\"https://laohu8.com/S/DLX\">豪华</a>车型耗费了蔚来大量的资本和精力，没有带领蔚来向上突围成功反而有所拖累。</p><p><strong>面向未来，蔚来要解决两个问题，一是产品期望值，至少是在车主里得到较高认可，想要豪华品牌就要解决产品保值问题。二是价格当BBA都在打价格战，蔚来再说自己不能打，那就不合适，先靠性价比活下来才比较重要。</strong></p><p><strong>参考资料：</strong>亏了几百亿的蔚来开始优化毛利率了 来源：品驾20万的蔚来，谁看了不爱 来源：电车实验室拆解蔚来一季报 来源：贝壳财经蔚来将要触底返弹 来源：董车会蔚来又活过来了 来源：金角财经蔚来靠什么来拯救 来源：海豚投研蔚来乐道，充满问号？来源：<a href=\"https://laohu8.com/S/NTES\">网易</a>科技蔚来再次走进死胡同 来源：秒投20万的乐道，蔚来的销量解药？来源：Tech星球蔚来的补能冒险 来源：伯虎财经</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来Q2销量大涨，但渡过危险期还有点难</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Q2销量大涨，但渡过危险期还有点难\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-13 18:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024061318233295ac53ba&s=b><strong>钛媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文｜首席商业评论2022年仍然是新势力“蔚小理”老大的李斌正意气风发，在当年初就提出了“希望在2024年蔚来成立10周年之际，实现全年盈利。”也是在这一年，李斌提出要做阿尔卑斯（现乐道）豪情万丈的提出目标：“这一次，最后由我们来掀桌子。甩开膀子干，什么车型卖得好，就做什么车型，哪个车卖得好，就干谁”。但如今的成绩恐怕距离全年盈利非常遥远，李斌对今天的结果恐怕是焦虑大过失落。从一季度财报来看，一季度...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024061318233295ac53ba&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1119":"汽车制造商","NIO":"蔚来","BK1588":"回港中概股","09866":"蔚来-SW"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024061318233295ac53ba&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2443150585","content_text":"文｜首席商业评论2022年仍然是新势力“蔚小理”老大的李斌正意气风发，在当年初就提出了“希望在2024年蔚来成立10周年之际，实现全年盈利。”也是在这一年，李斌提出要做阿尔卑斯（现乐道）豪情万丈的提出目标：“这一次，最后由我们来掀桌子。甩开膀子干，什么车型卖得好，就做什么车型，哪个车卖得好，就干谁”。但如今的成绩恐怕距离全年盈利非常遥远，李斌对今天的结果恐怕是焦虑大过失落。从一季度财报来看，一季度蔚来营收99.1亿元，与上一季度以及去年同期相比都有下降，环比下降42.1%，同比下降7.2%。一季度蔚来整车毛利率9.2%，摆脱了低毛利阶段，但是这对于蔚来来说，显然不是理想水平。从整车交付量来看，蔚来一季度新车交付30053辆，同比减少3.2%，加上车型切换至2024款，对老车型的终端促销，影响了蔚来的毛利率，也影响了车辆销售收入，进一步扩大了亏损。车辆销售收入 83.81 亿元，同比下降 9.1%，环比下降 45.7%。净亏损 51.85 亿元，同比扩大 9.4%，环比减少 3.4%。那些坚信蔚来药丸的人，看到了各种不好的迹象，学习比亚迪垂直一体化研发模式烧了上百亿，换电网络的铺设显示蔚来模式过重，蔚来的现金流和偿债能力在这两年处于危险区间等等，但这些事情并非第一天出现，蔚来也并非一无是处。相反我们在蔚来身上看到了一些不一样的变化。如果新能源车的战场只有以成败论英雄，那不仅无聊且失之浅薄。蔚来从品牌口碑的角度来说可能是新势力中最好的，但销量就是不上不下，月销1-2万这个坎持续了接近3年，一直没有突破。按照虎嗅秒投的测算，在如今这套已经建成的销售和服务网络下，以目前的制造成本，蔚来需要实现6倍于当下的销量，换算过来就是每个月达到8.4万、每年100万辆的销量（即便考虑生产规模扩大之后的制造成本下降，月销量需求大概率也不会低于每月7万辆，约合每年85万辆），才能够实现营业利润的平衡。所以蔚来才会出现三年亏了500亿的窘境，好在斌哥真的“长袖善舞”在全世界跑融资。中东土豪、阿布扎比政府持有多数股权的投资公司CYVN Investments定向增发的29.5亿美元股份，叠加蔚来自己发行的10亿美元可转换优先债券，蔚来在2023年内实现了276.63亿元的实际资金注入。凭借2020年之后最大的融资金额，蔚来在2023年末的期末现金流净值，达到了386.22亿元，甚至超过了2020年末的水平。但只靠 CEO 跑全世界融资，是缓兵之计，不是长久之计。过去大家质疑蔚来只有服务好，其他多数都是供应商的技术，斌哥听进去了。蔚来这几年搭起了一个几乎国内最全的技术版图，电机、800V、碳化硅、芯片、电池自研和自制，以及智能化，都已明确铺开在蔚来的研发树上。去年年底李斌做了一场马拉松式的直播——和蔚来电源管理副总裁沈斐轮流开着蔚来 ET7 从上海到厦门，不充电、不换电地跑了 1044 公里，最后还剩 3% 的电量，刷新纯电动车的实际行驶续航纪录，震惊整个汽车圈随后引发了固态电池关注热潮，广汽和智己都宣布即将上线固态电池。但技术并非是先进就一定能获得市场优势，从实验室小批量到规模量产其中还有很多困难要解决。150 kWh 电池是这次测试的关键。它比目前绝大多数电动车的电池包容量多 50% 以上，但成本翻了一番多，达到 30 万元。动力电池行业人士估算，类似蔚来 150 kWh 的电池，从测试到小规模量产要投入约 10 亿元，比主流动力电池高一倍。成本高量产难用户是否买单，仍然很难说，技术不能转换为优势，那就会成为劣势。相反比亚迪第五代DM混动技术拿下三个“全球之最”，其中2.9升百公里亏电油耗直接击中了许多网友的痛点，对于秦L和海豹06的销量增长刺激明显。尤其加量不加价甚至降价的操作，可以说是直接点燃了汽车红海，大大降低用户选择成本。过去不仅是媒体连新势力自己也觉得自己遥遥领先，但现在车机系统、智能化，辅助驾驶等能力上，新势力过去大幅的领先也已经转变为小幅领先。自主车企仅凭价格，就能够抹除这部分差距，更不要说通过与华为超级合作方直接赋能的产品。所以斌哥现在的重点只剩两个，一个是换电，一个是新品牌，乐道与未上市的萤火虫。乐道很难拯救蔚来过去蔚来经常被诟病的一个点就是做换电，“人傻钱多的典型”。特斯拉都做不下去蔚来凭什么觉得能成功，想解决销量问题趁早上增程。但增程并不是销量法宝，纯电也不是不能打。根据乘联会的数据1-4月纯电车型累计销售占新能源车市场的58.6%，插混车型累计销量占比29.9%，增程式车型累计销量占比11.5%。有人可能会说这跟网络声量好像不太一样，增程目前总体市场份额小是真的，增速快主要集中在三四线中小城市，截至今年4月，纯电、插混、增程的销量增速分别为37%、93%和218%。蔚来目前的销售服务主要还是集中在一线以及新一线，贸然去做其他市场很有可能水土不服。更何况增程已经杀成了血海，去年12月，中国乘用车市场上所销售的增程式车型共计19款；而今年4月，这一数据增长至25款，增长幅度达31.6%。目前来看增程做得好的也就理想和问界，一直被视作过渡路线的增程可能会带来销量增长，但是之后的技术发展又该如何。理想给出的答案是mega纯电路线一次不太成功的尝试。所以斌哥想做的是拥有终局优势的产品，想要先苦后甜。但真的能如此吗？李斌在一季报电话会上透露，乐道L60将于今年9月上市交付，明年会发布第二款产品，是一款中大型SUV。“乐道不会有太多产品，我们要确保每款车有足够的竞争优势。乐道的长期目标是保持15%以上毛利率，实现每月2万至3万台销量规模，就能达到盈亏平衡。” 此外，李斌明言，“乐道不能说是性价比，而是为家庭用户打造的体验+成本的最优选。”野村证券在研报中指出，乐道所在的中国18万至25万元SUV市场，2024年4月销量排名前15位的车型仅有两款为纯电SUV，分别是排名第一的ModelY和排名第七的比亚迪宋PlusEV，插电混动车型（含增程）车型则有四款。这是因为，该市场区间以家庭车型居多，产品在空间、补能、价格各方面都不能出现明显短板。纯电车型因为补能时间较长，在这一细分市场的地位并不牢固。有乐道销售表示，相比空间和软硬件的配置，每一位乐道车主都可以使用蔚来现有的补能体系，这才成为乐道品牌拉升销量的真正底牌。先不说换电补能的问题，乐道瞄准的市场是价格战最激烈的市场， 20 万元至30万新能源车渗透率为56%，远高于新能源汽车43.7%的整体渗透率，这倒没什么错，但是渗透率高也意味着更卷。小米、小鹏、问界都在这一价格段放量，在这个价格段“增量不增利”也是常态。摆在乐道面前最大的问题是跟蔚来区别到底有多大，有网友评价，“既然差价这幺小，为什么不买蔚来？”“买乐道，是想告诉别人我差这几万块买蔚来吗？”在2023 年财报电话会上，李斌曾明确乐道在蔚来换电网络中的位置。他表示，蔚来换电网络未来将分为“专用网络”和“共享网络”两种，前者为蔚来用户的专用网络，乐道用户无法使用；后者为蔚来和其他品牌共用的换电网络。根据公开数据显示，截至5月10日，蔚来累计建设换电站2414座，其中高速换电站797座；累计建设充电站3832座，22312根充电桩。其中，乐道部分可用的第三代换电站大约为1000座，第四代换电站正在建设中。 也就是说乐道还要自建一部分换电站，这对蔚来的未来几个季度现金流压力又形成了挑战。按照蔚来副总裁沈斐的测算，每个换电站每天干50-60单就能实现盈亏平衡。但据蔚来官网数据，换电站日均换电次数约为7万次，折算下来每站每天约有28单，离盈利还有不少距离。蔚来对于这些质疑的回应一直都是换电网络仍在早期，指望赚钱不现实。参考特斯拉的情况，目前其在北美市场已是一家独大，并吸引了通用、福特等车企加入。高盛估计，当特斯拉全球充电桩数量达到50万根时，充电网络的年收入将达到250亿美元。如果蔚来换电网络真的完全体了，那么赚钱也有了希望。所以蔚来组建了自己的换电联盟，其中包括长安汽车、广汽集团、奇瑞、吉利、一汽等8位盟友，看上去都是主流有资本的玩家。不过距离蔚来期望的全面盈亏平衡的换电网络还有不小距离。因为换电本身需要对车体结构、空间利用、整车设计等产生一定影响，需要这些车企专门建造符合蔚来换电标准的汽车，而目前真正拿出车型支持的不多，如果换电车型不能大卖反而会成为负担。二季度“起死回生”？蔚来并没有沉浸在一季度的颓势中，相反一直在渲染蔚来第二季度的强势回归。过完 6 月，第二季度也就过完了。就目前来看，蔚来的第二季度显然要强于第一季度。刚刚过去的 5 月，蔚来交付新车 20544 台，创历史新高，而整个第一季度的平均销量只是将将破万，总交付辆也只有 30053 台。在财报中，蔚来给出第二季度交付指引为 5.4 万台至 5.6 万台，同比增长超过 120%。就目前的销售态势来看，只要 6 月维持住销量，即可达成。这个增长质量的速度能不能维持还不好说，因为二季度的销量增长主要靠降低BaaS价格和权益激励。蔚来在近期调整了 BaaS 电池租用方案的费用，标准续航电池包租用服务费由 980 元/月调整至 728 元/月，长续航电池包租用服务费由原本的 1680 元/月调整至 1128 元/月，同时支持租金部分抵扣电池买断费用。这一调整让原本不太受待见的 BaaS 方案成了主流购车方案——李斌透露：蔚来在调整电池月租价格后，现在电池租用的比例超过了 80%。蔚来又在4月1日宣布，原有油车用户置换蔚来2024款新车，将额外获得1万元的选装补贴，补贴累计上限为10亿元。选装补贴用于配置选择，涉及外观、座舱等，包括特殊颜色、特殊轮毂、高级真皮座椅、语音助手等。蔚来的销量在将来能否撑得住这一品牌，决胜赛场就是换电基础设施，BaaS降低单车购置成本，提升品牌市场竞争力，而池化后的电池进一步被高效利用，通过提升电池寿命及运营效率降低边际成本，两者形成双向循环。但蔚来二季度指引销量数据显然不够自信：作为此次财报的关键增量信息之一，市场真正想知道的是6月作为BaaS促销权益退坡后的第一个月，蔚来修复后的销量到底能否稳定。但在这个上面，蔚来的指引是一个大写的失望：二季度销量指引 5.4-5.6万。4、5月份已知，隐含6月月销1.8-2万之间，在截止6月2日周销已超过6700辆的情况下，6月月销最多两万，隐含Baas促销权益退坡之后，蔚来的销量又要回落了。第三品牌萤火虫预计提前至今年发布，明年上半年交付。据21世纪经济报道的信息，萤火虫首款新车的发布已经从欧洲首发调整至中国首发，并将在今年年底亮相，这一调整也是为了应对国内日趋激烈的市场竞争环境。对蔚来而言，就能将旗下车型分为高端、中高端、中低端的市场，分别对应30万、20万、10万的价位。蔚来主品牌的定位是商务兼顾家庭，乐道面向的是家庭用户，萤火虫的目标也是服务于家庭需求，是一款精品紧凑型汽车。蔚来品牌想往上，但如果真不参与价格战，对销量来说压力也太大了。不如发展一下子品牌，让蔚来能从价格战里抽身出来，让子品牌出去卷价格。萤火虫要面临的情况比乐道更为复杂，跟比亚迪广汽五菱一众大佬抢市场是更地狱的难度级任务。目前看乐道火热几个月应该是没有问题的，但后续怎么办？不能只是被动等待蔚来技术下放，“增量不增利”的局面更为现实。写在最后根据博世总裁徐大全透露，2023年中国汽车价格平均降幅为15%。但从2024年开始，部分车型的降幅最高已达30%。价格战最变态的地方在于不是行业内大多数企业的承受底线，而是最龙头车企的底部在哪里，然后一波市场化出清，大佬们出来占市场。所以对于广汽和比亚迪的发言不必过多批评，大家立场不同需求不同。对于蔚来来说虽然李斌一直回避价格战，但是市场价格战是无形的，不管你愿不愿意，车企不打，用户也会比较用脚投票。当然斌哥的意思是想说蔚来有差异化有价值，不必苦哈哈卷价格。但从销量上来看，消费者对于蔚来高端产品的认可度不是很高。就拿在ES7、EC7、ET7两款产品来说，前者2022年8月上市至今，总销量不过2.12万辆；而2023年3月才开始交付的EC7，截至目前的上牌量还不到5000辆；作为蔚来最高端轿车产品的ET7，过去12个月的销量也只有不到4300辆。而这些豪华车型耗费了蔚来大量的资本和精力，没有带领蔚来向上突围成功反而有所拖累。面向未来，蔚来要解决两个问题，一是产品期望值，至少是在车主里得到较高认可，想要豪华品牌就要解决产品保值问题。二是价格当BBA都在打价格战，蔚来再说自己不能打，那就不合适，先靠性价比活下来才比较重要。参考资料：亏了几百亿的蔚来开始优化毛利率了 来源：品驾20万的蔚来，谁看了不爱 来源：电车实验室拆解蔚来一季报 来源：贝壳财经蔚来将要触底返弹 来源：董车会蔚来又活过来了 来源：金角财经蔚来靠什么来拯救 来源：海豚投研蔚来乐道，充满问号？来源：网易科技蔚来再次走进死胡同 来源：秒投20万的乐道，蔚来的销量解药？来源：Tech星球蔚来的补能冒险 来源：伯虎财经","news_type":1},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306440369692992,"gmtCreate":1715849224351,"gmtModify":1715849226278,"author":{"id":"3566775503291979","authorId":"3566775503291979","authorIdStr":"3566775503291979","name":"dun吨dun","avatar":"https://static.tigerbbs.com/15b4aeaf7219c2e2b9c1f980d422d3c1","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"这是真急了啊，啥坏事都往资讯区里显示。快去关注一下谁家门店着火了吧，敢不敢报道出来","listText":"这是真急了啊，啥坏事都往资讯区里显示。快去关注一下谁家门店着火了吧，敢不敢报道出来","text":"这是真急了啊，啥坏事都往资讯区里显示。快去关注一下谁家门店着火了吧，敢不敢报道出来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306440369692992","repostId":"2435626790","repostType":2,"repost":{"id":"2435626790","pubTimestamp":1715847540,"share":"https://www.laohu8.com/m/news/2435626790?lang=&edition=full","pubTime":"2024-05-16 16:19","market":"us","language":"zh","title":"蔚来ET5异响迟迟未解决维保订单却显示已完成，售后维修路上撞车又扎胎","url":"https://stock-news.laohu8.com/highlight/detail?id=2435626790","media":"5D调查","summary":"近日，《5D调查》在黑猫投诉 平台发现，有消费者投诉蔚来汽车的售后服务问题。服务专员取车回城路上将汽车撞坏，变道全责，但是工作人员并未第一时间主动将事故和损坏情况告知郭女士。　　郭女士称，时至今日，异响问题依旧没有解决，同时因工作人员所造成的问题不断，但是蔚来并没有对她进行赔偿，并且随后也没有工作人员主动联系她沟通解决问题，还私自将其维保订单改为已完成。","content":"<html><body><div>\n<p>　　近日，《5D调查》在黑猫投诉 【下载黑猫投诉客户端】平台发现，有消费者投诉<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车的售后服务问题。</p>\n<div><img src=\"https://n.sinaimg.cn/finance/transform/796/w550h246/20240516/4027-2140c4c362cccac4592a2181734b70c8.jpg\"/><span></span></div>\n<p>　　上海的郭女士投诉道，自己2023年11月购入一辆<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>ET5，开了不到 1w 公里，今年4月份发现车内有异响。服务专员取车回城路上将汽车撞坏，变道全责，但是工作人员并未第一时间主动将事故和损坏情况告知郭女士。</p>\n<p>　　4月底，蔚来将车送回，称车的异响问题已经解决，并且已将撞坏部分维修好。但是，郭女士发现之前的异响依然存在。随后，蔚来工作人员上门试车，在过程中又将车胎扎破。因郭女士购车时购买了保险无忧服务，所以进行了免费补胎。</p>\n<p>　　郭女士称，时至今日，异响问题依旧没有解决，同时因工作人员所造成的问题不断，但是蔚来并没有对她进行赔偿，并且随后也没有工作人员主动联系她沟通解决问题，还私自将其维保订单改为已完成。</p>\n<p>　　另外，郭女士还表示，“用户运营部门打电话给我对外进行人身侮辱，说：你说吧，你要多少积分。”</p>\n<p>　　5月16日，郭女士称蔚来工作人员来电，因在社交平台上看见其反映的问题，将进一步沟通，但是未提供解决方案。</p>\n<p>　　对此，《5D调查》致电蔚来了解情况，客服称已记录问题，稍后会有工作人员进行回复。</p>\n<p>　　截至发稿，蔚来客服暂未回应。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：李昂 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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公里，今年4月份发现车内有异响。服务专员取车回城路上将汽车撞坏，变道全责，但是工作人员并未第一时间主动将事故和损坏情况告知郭女士。\n　　4月底，蔚来将车送回，称车的异响问题已经解决，并且已将撞坏部分维修好。但是，郭女士...</p>\n\n<a href=\"https://finance.sina.com.cn/chanjing/wddc/2024-05-16/doc-inavmmfq1884280.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4509":"腾讯概念","BK4588":"碎股","BK1119":"汽车制造商","BK4526":"热门中概股","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4581":"高盛持仓","BK4505":"高瓴资本持仓","09866":"蔚来-SW","NIO":"蔚来","BK6125":"汽车制造商","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0052750758.USD":"富兰克林中国基金A Acc","BK4099":"汽车制造商","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4504":"桥水持仓","BK4532":"文艺复兴科技持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK1588":"回港中概股","NIO.SI":"蔚来","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC"},"source_url":"https://finance.sina.com.cn/chanjing/wddc/2024-05-16/doc-inavmmfq1884280.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2435626790","content_text":"近日，《5D调查》在黑猫投诉 【下载黑猫投诉客户端】平台发现，有消费者投诉蔚来汽车的售后服务问题。\n\n　　上海的郭女士投诉道，自己2023年11月购入一辆蔚来ET5，开了不到 1w 公里，今年4月份发现车内有异响。服务专员取车回城路上将汽车撞坏，变道全责，但是工作人员并未第一时间主动将事故和损坏情况告知郭女士。\n　　4月底，蔚来将车送回，称车的异响问题已经解决，并且已将撞坏部分维修好。但是，郭女士发现之前的异响依然存在。随后，蔚来工作人员上门试车，在过程中又将车胎扎破。因郭女士购车时购买了保险无忧服务，所以进行了免费补胎。\n　　郭女士称，时至今日，异响问题依旧没有解决，同时因工作人员所造成的问题不断，但是蔚来并没有对她进行赔偿，并且随后也没有工作人员主动联系她沟通解决问题，还私自将其维保订单改为已完成。\n　　另外，郭女士还表示，“用户运营部门打电话给我对外进行人身侮辱，说：你说吧，你要多少积分。”\n　　5月16日，郭女士称蔚来工作人员来电，因在社交平台上看见其反映的问题，将进一步沟通，但是未提供解决方案。\n　　对此，《5D调查》致电蔚来了解情况，客服称已记录问题，稍后会有工作人员进行回复。\n　　截至发稿，蔚来客服暂未回应。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李昂","news_type":1},"isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298375428776120,"gmtCreate":1713863415212,"gmtModify":1713863417174,"author":{"id":"3566775503291979","authorId":"3566775503291979","authorIdStr":"3566775503291979","name":"dun吨dun","avatar":"https://static.tigerbbs.com/15b4aeaf7219c2e2b9c1f980d422d3c1","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"这**机构买理想股票了？","listText":"这**机构买理想股票了？","text":"这**机构买理想股票了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298375428776120","repostId":"2429157873","repostType":2,"repost":{"id":"2429157873","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1713858985,"share":"https://www.laohu8.com/m/news/2429157873?lang=&edition=full","pubTime":"2024-04-23 15:56","market":"other","language":"zh","title":"【券商聚焦】申万宏源下调蔚来(09866)评级至“持有” 指竞争加剧 公司销量承压","url":"https://stock-news.laohu8.com/highlight/detail?id=2429157873","media":"金吾财讯","summary":"金吾财讯 | 申万宏源发研报指，蔚来 披露2023年年报，2023年蔚来交付了16.0万辆汽车，同比+30.7%，合计实现营收556.2亿元，同比+12.9%；实现净亏损211.5亿元，同比增亏45.3%。公司为国内自主新能源豪华品牌，有望深度参与国内消费升级及电动化趋势；核心技术全栈自研下车型产品力强，权益解绑后性价比凸显，月销量有望持续提升。","content":"<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/000166\">申万宏源</a>发研报指，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>(09866)披露2023年年报，2023年<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>交付了16.0万辆汽车，同比+30.7%，合计实现营收556.2亿元，同比+12.9%；实现净亏损211.5亿元，同比增亏45.3%。该行指，由于2024年新车型密集推出，竞争加剧，公司销量承压，该行下调24年销量预测由24万辆至18万辆，并下调24、25年营业收入由881/1254亿元至620/906亿元，预测2026年将实现营业收入1109亿元；下调24、25年归母净利润由-70/-28亿元至-183/-150亿元，预测2026年将实现归母净利润-97亿元。公司为国内自主新能源<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌，有望深度参与国内消费升级及电动化趋势；核心技术全栈自研下车型产品力强，权益解绑后性价比凸显，月销量有望持续提升。选取同为造车新势力的理想、小鹏作为可比公司，参考24年估值，考虑到蔚来定位高端，销量增长后盈利性更强，给予其2024年0.95倍PS，对应目标市值589亿元人民币，相较当前（2024/4/19）有3.9%的上涨空间，下调至“持有”评级。</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>【券商聚焦】申万宏源下调蔚来(09866)评级至“持有” 指竞争加剧 公司销量承压</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【券商聚焦】申万宏源下调蔚来(09866)评级至“持有” 指竞争加剧 公司销量承压\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2024-04-23 15:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/000166\">申万宏源</a>发研报指，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>(09866)披露2023年年报，2023年<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>交付了16.0万辆汽车，同比+30.7%，合计实现营收556.2亿元，同比+12.9%；实现净亏损211.5亿元，同比增亏45.3%。该行指，由于2024年新车型密集推出，竞争加剧，公司销量承压，该行下调24年销量预测由24万辆至18万辆，并下调24、25年营业收入由881/1254亿元至620/906亿元，预测2026年将实现营业收入1109亿元；下调24、25年归母净利润由-70/-28亿元至-183/-150亿元，预测2026年将实现归母净利润-97亿元。公司为国内自主新能源<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌，有望深度参与国内消费升级及电动化趋势；核心技术全栈自研下车型产品力强，权益解绑后性价比凸显，月销量有望持续提升。选取同为造车新势力的理想、小鹏作为可比公司，参考24年估值，考虑到蔚来定位高端，销量增长后盈利性更强，给予其2024年0.95倍PS，对应目标市值589亿元人民币，相较当前（2024/4/19）有3.9%的上涨空间，下调至“持有”评级。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20200908/ZjFkNmRhNDdmNGNlNWE2NWI4ZjM1ZDNmNTg4YjM5OTg4NDI0NTU0Nw==.jpg","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","000166":"申万宏源","09866":"蔚来-SW"},"source_url":"1935610","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2429157873","content_text":"金吾财讯 | 申万宏源发研报指，蔚来(09866)披露2023年年报，2023年蔚来交付了16.0万辆汽车，同比+30.7%，合计实现营收556.2亿元，同比+12.9%；实现净亏损211.5亿元，同比增亏45.3%。该行指，由于2024年新车型密集推出，竞争加剧，公司销量承压，该行下调24年销量预测由24万辆至18万辆，并下调24、25年营业收入由881/1254亿元至620/906亿元，预测2026年将实现营业收入1109亿元；下调24、25年归母净利润由-70/-28亿元至-183/-150亿元，预测2026年将实现归母净利润-97亿元。公司为国内自主新能源豪华品牌，有望深度参与国内消费升级及电动化趋势；核心技术全栈自研下车型产品力强，权益解绑后性价比凸显，月销量有望持续提升。选取同为造车新势力的理想、小鹏作为可比公司，参考24年估值，考虑到蔚来定位高端，销量增长后盈利性更强，给予其2024年0.95倍PS，对应目标市值589亿元人民币，相较当前（2024/4/19）有3.9%的上涨空间，下调至“持有”评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281242660634640,"gmtCreate":1709693274715,"gmtModify":1709694597948,"author":{"id":"3566775503291979","authorId":"3566775503291979","authorIdStr":"3566775503291979","name":"dun吨dun","avatar":"https://static.tigerbbs.com/15b4aeaf7219c2e2b9c1f980d422d3c1","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"这机构是外国人的吧？整天整国内企业","listText":"这机构是外国人的吧？整天整国内企业","text":"这机构是外国人的吧？整天整国内企业","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281242660634640","repostId":"2417403362","repostType":2,"repost":{"id":"2417403362","pubTimestamp":1709686184,"share":"https://www.laohu8.com/m/news/2417403362?lang=&edition=full","pubTime":"2024-03-06 08:49","market":"us","language":"zh","title":"【券商聚焦】交银国际削蔚来(09866)目标价至52港元 值业绩符预期 价格战对板块估值短期负面","url":"https://stock-news.laohu8.com/highlight/detail?id=2417403362","media":"金吾资讯","summary":"金吾财讯 | 交银国际发研报指，2023年4季度，蔚来 营收171亿元人民币（下同），环比下降10.3%，较该行/市场预期高约4%。蔚来指引2024年1季度车辆交付量为3.1-3.3万辆，符合预期。下半年子品牌“阿尔卑斯”车型发布有望令销量重拾升势。该行预测2024/2025年蔚来销量同比增长19.1%/32.5%至19/25.2万辆，“阿尔卑斯”首款车型将会在2025年上量。该行认为行业价格战对板块估值短期有负面影响。基于1倍2024年预测市销率，目标价由52港元/6.6美元下调至40.3港元/5.1美元。","content":"<html><body><article><p>金吾财讯 | <a href=\"https://laohu8.com/S/03329\">交银国际</a>发研报指，2023年4季度，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>(09866)营收171亿元人民币（下同），环比下降10.3%，较该行/市场预期高约4%。4季度，公司净亏损53.6亿元，较3季度扩大17.8%，亏损高于该行/市场预期约7%。<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>2023年净亏损207亿元也较该行/市场预期高13%/11%。蔚来指引2024年1季度车辆交付量为3.1-3.3万辆，符合预期。</p><p>该行指，蔚来品牌2024年没有新车发布的计划，因此该行预计2季度销量环比改善，但难以回到去年高峰期的2万辆月交付水平。下半年子品牌“阿尔卑斯”车型发布有望令销量重拾升势。</p><p>该行预测2024/2025年蔚来销量同比增长19.1%/32.5%至19/25.2万辆，“阿尔卑斯”首款车型将会在2025年上量。但是由于子品牌独立销售网络，以及新车型的开发费用支出，该行预计亏损居高不下。该行认为行业价格战对板块估值短期有负面影响。基于1倍2024年预测市销率，目标价由52港元/6.6美元下调至40.3港元/5.1美元。维持中性评级。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【券商聚焦】交银国际削蔚来(09866)目标价至52港元 值业绩符预期 价格战对板块估值短期负面</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【券商聚焦】交银国际削蔚来(09866)目标价至52港元 值业绩符预期 价格战对板块估值短期负面\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-06 08:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024030608500887570d4d&s=b><strong>金吾资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金吾财讯 | 交银国际发研报指，2023年4季度，蔚来(09866)营收171亿元人民币（下同），环比下降10.3%，较该行/市场预期高约4%。4季度，公司净亏损53.6亿元，较3季度扩大17.8%，亏损高于该行/市场预期约7%。蔚来2023年净亏损207亿元也较该行/市场预期高13%/11%。蔚来指引2024年1季度车辆交付量为3.1-3.3万辆，符合预期。该行指，蔚来品牌2024年没有新车发布...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024030608500887570d4d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024030608500887570d4d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2417403362","content_text":"金吾财讯 | 交银国际发研报指，2023年4季度，蔚来(09866)营收171亿元人民币（下同），环比下降10.3%，较该行/市场预期高约4%。4季度，公司净亏损53.6亿元，较3季度扩大17.8%，亏损高于该行/市场预期约7%。蔚来2023年净亏损207亿元也较该行/市场预期高13%/11%。蔚来指引2024年1季度车辆交付量为3.1-3.3万辆，符合预期。该行指，蔚来品牌2024年没有新车发布的计划，因此该行预计2季度销量环比改善，但难以回到去年高峰期的2万辆月交付水平。下半年子品牌“阿尔卑斯”车型发布有望令销量重拾升势。该行预测2024/2025年蔚来销量同比增长19.1%/32.5%至19/25.2万辆，“阿尔卑斯”首款车型将会在2025年上量。但是由于子品牌独立销售网络，以及新车型的开发费用支出，该行预计亏损居高不下。该行认为行业价格战对板块估值短期有负面影响。基于1倍2024年预测市销率，目标价由52港元/6.6美元下调至40.3港元/5.1美元。维持中性评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279860588597528,"gmtCreate":1709346816557,"gmtModify":1709346818306,"author":{"id":"3566775503291979","authorId":"3566775503291979","authorIdStr":"3566775503291979","name":"dun吨dun","avatar":"https://static.tigerbbs.com/15b4aeaf7219c2e2b9c1f980d422d3c1","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"4.45美金","listText":"4.45美金","text":"4.45美金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279860588597528","isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278216845381680,"gmtCreate":1708950132683,"gmtModify":1708950134272,"author":{"id":"3566775503291979","authorId":"3566775503291979","authorIdStr":"3566775503291979","name":"dun吨dun","avatar":"https://static.tigerbbs.com/15b4aeaf7219c2e2b9c1f980d422d3c1","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"1000万市值还挣扎啥","listText":"1000万市值还挣扎啥","text":"1000万市值还挣扎啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278216845381680","repostId":"1133117247","repostType":2,"repost":{"id":"1133117247","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":1708947656,"share":"https://www.laohu8.com/m/news/1133117247?lang=&edition=full","pubTime":"2024-02-26 19:40","market":"us","language":"zh","title":"法拉第未来计划以1比3反向拆分普通股","url":"https://stock-news.laohu8.com/highlight/detail?id=1133117247","media":"老虎资讯综合","summary":"该公司的普通股预计将于2024年3月1日开盘后以拆分调整后的方式开始交易。","content":"<html><head></head><body><p>法拉第未来打算对已发行股票和流通股进行反向拆分，比例为1比3，预计将于美国东部时间2月29日下午5点生效。该公司的普通股预计将于2024年3月1日开盘后以拆分调整后的方式开始交易。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf524f2e8f132fdb5214f863587763c\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>法拉第未来计划以1比3反向拆分普通股</title>\n<style 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19:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>法拉第未来打算对已发行股票和流通股进行反向拆分，比例为1比3，预计将于美国东部时间2月29日下午5点生效。该公司的普通股预计将于2024年3月1日开盘后以拆分调整后的方式开始交易。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf524f2e8f132fdb5214f863587763c\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{"FFIE":"Faraday Future"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133117247","content_text":"法拉第未来打算对已发行股票和流通股进行反向拆分，比例为1比3，预计将于美国东部时间2月29日下午5点生效。该公司的普通股预计将于2024年3月1日开盘后以拆分调整后的方式开始交易。","news_type":1},"isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":275690345337016,"gmtCreate":1708346369270,"gmtModify":1708346370701,"author":{"id":"3566775503291979","authorId":"3566775503291979","authorIdStr":"3566775503291979","name":"dun吨dun","avatar":"https://static.tigerbbs.com/15b4aeaf7219c2e2b9c1f980d422d3c1","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"小鹏暴涨","listText":"小鹏暴涨","text":"小鹏暴涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/275690345337016","repostId":"1104543178","repostType":2,"repost":{"id":"1104543178","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":1708345571,"share":"https://www.laohu8.com/m/news/1104543178?lang=&edition=full","pubTime":"2024-02-19 20:26","market":"us","language":"zh","title":"消息称小鹏计划招聘4000人，并投资5亿美元于人工智能","url":"https://stock-news.laohu8.com/highlight/detail?id=1104543178","media":"老虎资讯综合","summary":"据CNBC，小鹏汽车计划招聘4000名新员工，并投资于人工智能技术。该公司的首席执行官警告称，目前电动汽车领域存在激烈竞争。小鹏汽车的首席执行官何小鹏在周日给员工的一封信中表示，公司将总共投资35亿元人民币（约5亿美元）用于以“智能驾驶”为重点的人工智能技术研发。目前小鹏汽车拥有一个名为Xpilot的驾驶辅助系统，使其汽车可以半自主地执行某些功能。","content":"<html><head></head><body><p>据CNBC，小鹏汽车计划招聘4000名新员工，并投资于人工智能技术。该公司的首席执行官警告称，目前电动汽车领域存在激烈竞争。</p><p>小鹏汽车的首席执行官何小鹏在周日给员工的一封信中表示，公司将总共投资35亿元人民币（约5亿美元）用于以“智能驾驶”为重点的人工智能技术研发。</p><p>目前小鹏汽车拥有一个名为Xpilot的驾驶辅助系统，使其汽车可以半自主地执行某些功能。</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>消息称小鹏计划招聘4000人，并投资5亿美元于人工智能</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消息称小鹏计划招聘4000人，并投资5亿美元于人工智能\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\">2024-02-19 20:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据CNBC，小鹏汽车计划招聘4000名新员工，并投资于人工智能技术。该公司的首席执行官警告称，目前电动汽车领域存在激烈竞争。</p><p>小鹏汽车的首席执行官何小鹏在周日给员工的一封信中表示，公司将总共投资35亿元人民币（约5亿美元）用于以“智能驾驶”为重点的人工智能技术研发。</p><p>目前小鹏汽车拥有一个名为Xpilot的驾驶辅助系统，使其汽车可以半自主地执行某些功能。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ccf08a65163213fb22b4f94f7fb404e8","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104543178","content_text":"据CNBC，小鹏汽车计划招聘4000名新员工，并投资于人工智能技术。该公司的首席执行官警告称，目前电动汽车领域存在激烈竞争。小鹏汽车的首席执行官何小鹏在周日给员工的一封信中表示，公司将总共投资35亿元人民币（约5亿美元）用于以“智能驾驶”为重点的人工智能技术研发。目前小鹏汽车拥有一个名为Xpilot的驾驶辅助系统，使其汽车可以半自主地执行某些功能。","news_type":1},"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":270743623987408,"gmtCreate":1707137280965,"gmtModify":1707139035623,"author":{"id":"3566775503291979","authorId":"3566775503291979","authorIdStr":"3566775503291979","name":"dun吨dun","avatar":"https://static.tigerbbs.com/15b4aeaf7219c2e2b9c1f980d422d3c1","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"哪个不大跌？李想是你爹？","listText":"哪个不大跌？李想是你爹？","text":"哪个不大跌？李想是你爹？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/270743623987408","repostId":"2409105876","repostType":2,"repost":{"id":"2409105876","pubTimestamp":1707125601,"share":"https://www.laohu8.com/m/news/2409105876?lang=&edition=full","pubTime":"2024-02-05 17:33","market":"hk","language":"zh","title":"降价也没用？蔚来、小鹏1月交付量大跌 春节前燃油车市场更吃香","url":"https://stock-news.laohu8.com/highlight/detail?id=2409105876","media":"时代财经","summary":"近日，国内多家车企陆续公布1月销量（或交付量，下同）数据。整体来看，1月国内车市销量环比有所下滑，新能源汽车销量跌幅尤甚。其中，1月多家新能源车企销量环比大幅下滑：如比亚迪汽车销量由去年12月超30万辆降至20万辆，零跑汽车、蔚来等跌至万辆，小鹏汽车交付量环比下跌59.0%。","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=106.XPEV&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　近日，国内多家车企陆续公布1月销量（或交付量，下同）数据。整体来看，1月国内车市销量环比有所下滑，<span>新能源</span><span></span>汽车销量跌幅尤甚。</p> <p>　　其中，1月多家<span href=\"http://quote.eastmoney.com/unify/r/90.BK0493\" target=\"_blank\" web=\"1\">新能源</span>车企销量环比大幅下滑：如<span><a href=\"https://laohu8.com/S/002594\">比亚迪</a></span><span></span>汽车销量由去年12月超30万辆降至20万辆，<span><a href=\"https://laohu8.com/S/09863\">零跑汽车</a></span>、<span><a href=\"https://laohu8.com/S/NIO\">蔚来</a></span><span></span>等跌至万辆，<span><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a></span><span></span>交付量环比下跌59.0%。</p> <p>　　在多家<span href=\"http://quote.eastmoney.com/unify/r/90.BK0493\" target=\"_blank\" web=\"1\">新能源</span>车企销量环比大跌的同时，不少传统车企却实现了“开门红”——今年1月，<span><a href=\"https://laohu8.com/S/000625\">长安汽车</a></span><span></span>、奇瑞控股、<span><a href=\"https://laohu8.com/S/00175\">吉利汽车</a></span>等传统车企销量均超过20万辆，同比实现大幅增长。</p> <p>　　随着春节的到来，燃油车似乎重获消费者青睐。</p> <p>　　多家<span>新能源车</span><span></span>企销量腰斩</p> <p>　　新能源汽车在春节期间并不吃香。</p> <p>　　今年1月，尽管<span><a href=\"https://laohu8.com/S/LI\">理想汽车</a></span><span></span>、<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>、<span href=\"http://quote.eastmoney.com/unify/r/106.XPEV\" target=\"_blank\" web=\"1\">小鹏汽车</span>等多家主流<span href=\"http://quote.eastmoney.com/unify/r/90.BK0900\" target=\"_blank\" web=\"1\">新能源车</span>企（或品牌，下同）均推出了力度不等的促销活动，但其销量环比均有显著下滑。</p> <p>　　其中，<span href=\"http://quote.eastmoney.com/unify/r/105.LI\" target=\"_blank\" web=\"1\">理想汽车</span>月交付量由去年12月的50353辆跌至31165辆。尽管这一数字仍位居新势力车企前列，但已被华为加持下的问界品牌超越。今年1月，问界品牌交付量首次突破30000辆，达到32973辆，是新势力车企中少数实现环比增长的品牌。</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D24643197126096628965_w1268h917.jpg\" width=\"33%\"/></center><p>　　数据来源于各车企，时代财经制图。</p> <p>　　“我们对智选车受欢迎程度的预估保守了，‘余大嘴’变成‘余小嘴’了。”在月交付量突破30000辆后，华为常务董事、终端BG CEO、智能汽车解决方案BU董事长余承东在<span>微博</span><span></span>表示：“接下来的重中之重是要跟合作伙伴们一起高质量保交付。”</p> <p>　　另一传统车企孵化的新势力汽车品牌埃安1月销量环比接近“腰斩”，由去年12月的45947辆跌至24947辆，环比跌幅高达45.7%。</p> <p>　　上述三大品牌之外，其余新势力品牌1月销量均未达到2万辆。<span>极氪</span><span></span>、<span href=\"http://quote.eastmoney.com/unify/r/116.09863\" target=\"_blank\" web=\"1\">零跑汽车</span>、<span href=\"http://quote.eastmoney.com/unify/r/106.NIO\" target=\"_blank\" web=\"1\">蔚来</span>、哪咤汽车1月交付量分别为12537辆、12277辆、10055辆、10032辆。除了哪咤汽车，其余三家品牌销量环比均有下滑。</p> <p>　　值得一提的是，作为“蔚小理”的一员，<span href=\"http://quote.eastmoney.com/unify/r/106.XPEV\" target=\"_blank\" web=\"1\">小鹏汽车</span>交付量环比跌幅创下新势力品牌之最——小鹏汽车交付量由去年12月的20115辆暴跌至8250辆，环比跌幅59.0%，是经统计的10家新势力品牌中环比跌幅最高的车企。</p> <p>　　小鹏汽车1月交付量暴跌与其产能有关。</p> <p>　　1月31日，小鹏汽车董事长何小鹏在<span href=\"http://quote.eastmoney.com/unify/r/105.WB\" target=\"_blank\" web=\"1\">微博</span>上含蓄地对销量状况作出解释：“一月份积压了上万X9订单，连带G9的供应也受到影响。”他表示，最近已将X9的核心卡点解决了，春节会全力加班，一定快速把产能提上来。</p> <p>　　数据显示，小鹏汽车于1月1日发布的纯电MPV“小鹏X9”当月交付量仅为2478辆。</p> <p>　　值得关注的是，在去年纯电SUV小鹏G6发布后，尽管市场反应良好，但或同样因为产能原因一度面临销量缓慢爬坡的窘境。据盖世汽车报道，小鹏G6于去年6月上市，但在去年8月底小鹏G6 MAX版本车型交付周期还长达2个月左右。</p> <p>　　小鹏汽车之外，阿维塔、岚图两大品牌1月交付量也未超过万辆。不过相较于去年下半年的月交付量在3000-5000辆徘徊，阿维塔、岚图交付量均已提升至7000辆级别。</p> <p>　　春节前夕的寒潮波及了大多数<span href=\"http://quote.eastmoney.com/unify/r/90.BK0900\" target=\"_blank\" web=\"1\">新能源车</span>企，<span href=\"http://quote.eastmoney.com/unify/r/0.002594\" target=\"_blank\" web=\"1\">比亚迪</span>也未能幸免。</p> <p>　　在今年1月，<span href=\"http://quote.eastmoney.com/unify/r/0.002594\" target=\"_blank\" web=\"1\">比亚迪</span>共销售20.1万辆汽车，同比增长33.14%，其中出口汽车3.6万辆。不过相较于去年12月34.1万辆的亮眼成绩，环比有所下滑。</p> <p>　　传统车企1月迎“开门红”</p> <p>　　在1月，多家以燃油车为主的传统车企迎来“开门红”。</p> <p>　　车企数据显示，今年1月<span href=\"http://quote.eastmoney.com/unify/r/0.000625\" target=\"_blank\" web=\"1\">长安汽车</span>销量突破30万辆，同比增长74.4%，环比增长39.5%。</p> <p>　　尽管<span href=\"http://quote.eastmoney.com/unify/r/0.000625\" target=\"_blank\" web=\"1\">长安汽车</span>产销数据通常包含长安马自达、长安福特两大合资品牌数据，但其自主品牌汽车销量增幅仍十分亮眼。作为参考，2023年长安汽车自主品牌汽车销量占整体销量的82.2%。</p> <p>　　<span href=\"http://quote.eastmoney.com/unify/r/116.00175\" target=\"_blank\" web=\"1\">吉利汽车</span>1月销量也突破20万辆，达到21.3万辆，同比增长约110%，环比去年12月增长41.9%。在去年12月，<span href=\"http://quote.eastmoney.com/unify/r/116.00175\" target=\"_blank\" web=\"1\">吉利汽车</span>共销售15.1万辆汽车。</p> <p>　　同样在年初实现销量大幅增长的还有奇瑞。1月奇瑞销售自主品牌汽车20.1万辆，同比增长107.5%，连续第4个月单月销量突破20万辆。尽管这一数字略低于去年12月21.6万辆的成绩，但也超过了去年国内汽车“销冠”比亚迪的同期数据。</p> <p>　　新能源车企与传统车企表现迥异，主要受到春节前消费者购车倾向的影响。</p> <p>　　乘联会发布的数据显示，在今年1月1-28日，全国乘用车市场零售量为170.8万辆，较上月同期下降15%。其中，新能源汽车市场零售量为59.6万辆，较上月同期下降24%，跌幅高于整体跌幅。</p> <p>　　对此，乘联会秘书长崔东树指出，1月临近春节，尽管返乡潮及节前购车需求对车市销量有支撑作用，但由于去年12月年末冲刺销量目标透支部分需求，且1月终端整体折扣力度有所回收，导致国内汽车市场整体销量受到影响。</p> <p>　　此外，由于春节期间消费者的长途出行催生了更多的燃油车需求，车市<span>主力</span>消费产品是燃油车型。这导致辆新能源车企与传统车企“冰火两重天”的状况。</p> <p>　　随着春节的临近，国内车市销量在2月或将跌至冰点。</p> <p>　　有分析人士向时代财经指出，今年2月共有18个工作日，且春节假期持续时长为8天。销售周期的大幅缩短叠加购车需求已在节前释放，2月门店进店量、成交量都将大幅下滑，进而导致全月销量环比进一步降低。</p> <p>　　今年目标怎么定？</p> <p>　　尽管1-2月是车市淡季，但并不影响车企制定更高的全年目标。</p> <p>　　近日国内多家车企相继宣布2024年全年销量目标。其中，全年销量目标最高的或是比亚迪。2023年比亚迪全年销量突破300万辆，实现全年目标。有消息称比亚迪2024年的销量目标定为450万辆。</p> <p>　　时代财经就此数据向比亚迪方面核实。截至发稿，未获答复。</p> <p>　　长安汽车2024年全年销量目标为280万辆。在2023年，长安汽车销售超255万辆汽车，同比增长8.8%。</p> <p>　　<span><a href=\"https://laohu8.com/S/601238\">广汽集团</a></span><span></span>2024年全年销量目标为275万辆，较去年增长10%。在2023年，<span href=\"http://quote.eastmoney.com/unify/r/1.601238\" target=\"_blank\" web=\"1\"><a href=\"https://laohu8.com/S/02238\">广汽集团</a></span>共销售超250万辆汽车，同比增长2.9％。</p> <p>　　奇瑞汽车也给出了2024年增长目标。奇瑞汽车2023年销售汽车约188万辆，同比增长52.6%，实现了“远超行业增长率”的2023年度经营目标。奇瑞2024年目标是销量增长率再超行业10-20个百分点。</p> <p>　　奇瑞控股集团党委书记、董事长尹同跃豪言称：“2024年，我们要在新能源汽车市场不客气了。”</p> <p>　　此外，吉利汽车、<span><a href=\"https://laohu8.com/S/601633\">长城汽车</a></span><span></span>均将2024年销量目标定为190万辆。不过吉利汽车在2023年超额完成了年度165万辆的销量目标，全年总销量超168万辆。<span href=\"http://quote.eastmoney.com/unify/r/1.601633\" target=\"_blank\" web=\"1\"><a href=\"https://laohu8.com/S/02333\">长城汽车</a></span>2023年全年销量仅有123万辆，未能完成160万辆销量目标。</p> <p>　　尽管倍显压力，但<span href=\"http://quote.eastmoney.com/unify/r/1.601633\" target=\"_blank\" web=\"1\">长城汽车</span>有关负责人对时代财经表示，这一目标并未改变。</p> <p>　　造车新势力方面，2023年只有<span href=\"http://quote.eastmoney.com/unify/r/105.LI\" target=\"_blank\" web=\"1\">理想汽车</span>和岚图完成全年销量目标。</p> <p>　　在新的一年，理想汽车将销量目标由2023年的30万辆上调到了80万辆。在2023年，理想汽车共销售37.6万辆汽车。</p> <p>　　岚图2024年销量目标则为10万辆。上一年度，岚图共销售50552辆汽车。</p> <p>　　问界品牌的销量目标则更为激进。据中国汽车报报道，问界汽车计划在2024年交付新车60万辆，比2023年全年销量的6倍还多。在2023年，问界汽车总交付量为94380辆。</p> <p>　　此外，<span href=\"http://quote.eastmoney.com/unify/r/116.09863\" target=\"_blank\" web=\"1\">零跑汽车</span>将今年销量目标定在30万-40万辆；哪咤汽车今年销量目标为30万辆，其中国内销量为20万辆，海外销量为10万辆。</p> <p>　　相较而言，造车新势力品牌销量目标增幅显著高于传统车企，其实现难度也更为显著。在2023年，就有多家新势力品牌全年目标完成度“吊车尾”：如小鹏汽车仅完成全年70.80%的销量目标、哪咤汽车仅完成42.50%的销量目标。</p> <p>　　尽管淡季的销量表现并非常态，但在一定程度上，新势力品牌面临的压力会更加显著。</p><p>（文章来源：时代财经）</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>降价也没用？蔚来、小鹏1月交付量大跌 春节前燃油车市场更吃香</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; 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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降价也没用？蔚来、小鹏1月交付量大跌 春节前燃油车市场更吃香\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-05 17:33 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202402052982640382.html><strong>时代财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，国内多家车企陆续公布1月销量（或交付量，下同）数据。整体来看，1月国内车市销量环比有所下滑，新能源汽车销量跌幅尤甚。 　　其中，1月多家新能源车企销量环比大幅下滑：如比亚迪汽车销量由去年12月超30万辆降至20万辆，零跑汽车、蔚来等跌至万辆，小鹏汽车交付量环比下跌59.0%。 　　在多家新能源车企销量环比大跌的同时，不少传统车企却实现了“开门红”——今年1月，长安汽车、奇瑞控股、吉利汽车等...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202402052982640382.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","NIO":"蔚来","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4532":"文艺复兴科技持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK1575":"同股不同权","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK1539":"汽车股","BK1588":"回港中概股","BK4509":"腾讯概念","09866":"蔚来-SW","XPEV":"小鹏汽车","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","09868":"小鹏汽车-W","BK4526":"热门中概股","BK4588":"碎股","BK1119":"汽车制造商","NIO.SI":"蔚来","BK1587":"次新股","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK1610":"ETF&股票定投概念"},"source_url":"http://finance.eastmoney.com/a/202402052982640382.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2409105876","content_text":"近日，国内多家车企陆续公布1月销量（或交付量，下同）数据。整体来看，1月国内车市销量环比有所下滑，新能源汽车销量跌幅尤甚。 　　其中，1月多家新能源车企销量环比大幅下滑：如比亚迪汽车销量由去年12月超30万辆降至20万辆，零跑汽车、蔚来等跌至万辆，小鹏汽车交付量环比下跌59.0%。 　　在多家新能源车企销量环比大跌的同时，不少传统车企却实现了“开门红”——今年1月，长安汽车、奇瑞控股、吉利汽车等传统车企销量均超过20万辆，同比实现大幅增长。 　　随着春节的到来，燃油车似乎重获消费者青睐。 　　多家新能源车企销量腰斩 　　新能源汽车在春节期间并不吃香。 　　今年1月，尽管理想汽车、蔚来、小鹏汽车等多家主流新能源车企（或品牌，下同）均推出了力度不等的促销活动，但其销量环比均有显著下滑。 　　其中，理想汽车月交付量由去年12月的50353辆跌至31165辆。尽管这一数字仍位居新势力车企前列，但已被华为加持下的问界品牌超越。今年1月，问界品牌交付量首次突破30000辆，达到32973辆，是新势力车企中少数实现环比增长的品牌。 　　数据来源于各车企，时代财经制图。 　　“我们对智选车受欢迎程度的预估保守了，‘余大嘴’变成‘余小嘴’了。”在月交付量突破30000辆后，华为常务董事、终端BG CEO、智能汽车解决方案BU董事长余承东在微博表示：“接下来的重中之重是要跟合作伙伴们一起高质量保交付。” 　　另一传统车企孵化的新势力汽车品牌埃安1月销量环比接近“腰斩”，由去年12月的45947辆跌至24947辆，环比跌幅高达45.7%。 　　上述三大品牌之外，其余新势力品牌1月销量均未达到2万辆。极氪、零跑汽车、蔚来、哪咤汽车1月交付量分别为12537辆、12277辆、10055辆、10032辆。除了哪咤汽车，其余三家品牌销量环比均有下滑。 　　值得一提的是，作为“蔚小理”的一员，小鹏汽车交付量环比跌幅创下新势力品牌之最——小鹏汽车交付量由去年12月的20115辆暴跌至8250辆，环比跌幅59.0%，是经统计的10家新势力品牌中环比跌幅最高的车企。 　　小鹏汽车1月交付量暴跌与其产能有关。 　　1月31日，小鹏汽车董事长何小鹏在微博上含蓄地对销量状况作出解释：“一月份积压了上万X9订单，连带G9的供应也受到影响。”他表示，最近已将X9的核心卡点解决了，春节会全力加班，一定快速把产能提上来。 　　数据显示，小鹏汽车于1月1日发布的纯电MPV“小鹏X9”当月交付量仅为2478辆。 　　值得关注的是，在去年纯电SUV小鹏G6发布后，尽管市场反应良好，但或同样因为产能原因一度面临销量缓慢爬坡的窘境。据盖世汽车报道，小鹏G6于去年6月上市，但在去年8月底小鹏G6 MAX版本车型交付周期还长达2个月左右。 　　小鹏汽车之外，阿维塔、岚图两大品牌1月交付量也未超过万辆。不过相较于去年下半年的月交付量在3000-5000辆徘徊，阿维塔、岚图交付量均已提升至7000辆级别。 　　春节前夕的寒潮波及了大多数新能源车企，比亚迪也未能幸免。 　　在今年1月，比亚迪共销售20.1万辆汽车，同比增长33.14%，其中出口汽车3.6万辆。不过相较于去年12月34.1万辆的亮眼成绩，环比有所下滑。 　　传统车企1月迎“开门红” 　　在1月，多家以燃油车为主的传统车企迎来“开门红”。 　　车企数据显示，今年1月长安汽车销量突破30万辆，同比增长74.4%，环比增长39.5%。 　　尽管长安汽车产销数据通常包含长安马自达、长安福特两大合资品牌数据，但其自主品牌汽车销量增幅仍十分亮眼。作为参考，2023年长安汽车自主品牌汽车销量占整体销量的82.2%。 　　吉利汽车1月销量也突破20万辆，达到21.3万辆，同比增长约110%，环比去年12月增长41.9%。在去年12月，吉利汽车共销售15.1万辆汽车。 　　同样在年初实现销量大幅增长的还有奇瑞。1月奇瑞销售自主品牌汽车20.1万辆，同比增长107.5%，连续第4个月单月销量突破20万辆。尽管这一数字略低于去年12月21.6万辆的成绩，但也超过了去年国内汽车“销冠”比亚迪的同期数据。 　　新能源车企与传统车企表现迥异，主要受到春节前消费者购车倾向的影响。 　　乘联会发布的数据显示，在今年1月1-28日，全国乘用车市场零售量为170.8万辆，较上月同期下降15%。其中，新能源汽车市场零售量为59.6万辆，较上月同期下降24%，跌幅高于整体跌幅。 　　对此，乘联会秘书长崔东树指出，1月临近春节，尽管返乡潮及节前购车需求对车市销量有支撑作用，但由于去年12月年末冲刺销量目标透支部分需求，且1月终端整体折扣力度有所回收，导致国内汽车市场整体销量受到影响。 　　此外，由于春节期间消费者的长途出行催生了更多的燃油车需求，车市主力消费产品是燃油车型。这导致辆新能源车企与传统车企“冰火两重天”的状况。 　　随着春节的临近，国内车市销量在2月或将跌至冰点。 　　有分析人士向时代财经指出，今年2月共有18个工作日，且春节假期持续时长为8天。销售周期的大幅缩短叠加购车需求已在节前释放，2月门店进店量、成交量都将大幅下滑，进而导致全月销量环比进一步降低。 　　今年目标怎么定？ 　　尽管1-2月是车市淡季，但并不影响车企制定更高的全年目标。 　　近日国内多家车企相继宣布2024年全年销量目标。其中，全年销量目标最高的或是比亚迪。2023年比亚迪全年销量突破300万辆，实现全年目标。有消息称比亚迪2024年的销量目标定为450万辆。 　　时代财经就此数据向比亚迪方面核实。截至发稿，未获答复。 　　长安汽车2024年全年销量目标为280万辆。在2023年，长安汽车销售超255万辆汽车，同比增长8.8%。 　　广汽集团2024年全年销量目标为275万辆，较去年增长10%。在2023年，广汽集团共销售超250万辆汽车，同比增长2.9％。 　　奇瑞汽车也给出了2024年增长目标。奇瑞汽车2023年销售汽车约188万辆，同比增长52.6%，实现了“远超行业增长率”的2023年度经营目标。奇瑞2024年目标是销量增长率再超行业10-20个百分点。 　　奇瑞控股集团党委书记、董事长尹同跃豪言称：“2024年，我们要在新能源汽车市场不客气了。” 　　此外，吉利汽车、长城汽车均将2024年销量目标定为190万辆。不过吉利汽车在2023年超额完成了年度165万辆的销量目标，全年总销量超168万辆。长城汽车2023年全年销量仅有123万辆，未能完成160万辆销量目标。 　　尽管倍显压力，但长城汽车有关负责人对时代财经表示，这一目标并未改变。 　　造车新势力方面，2023年只有理想汽车和岚图完成全年销量目标。 　　在新的一年，理想汽车将销量目标由2023年的30万辆上调到了80万辆。在2023年，理想汽车共销售37.6万辆汽车。 　　岚图2024年销量目标则为10万辆。上一年度，岚图共销售50552辆汽车。 　　问界品牌的销量目标则更为激进。据中国汽车报报道，问界汽车计划在2024年交付新车60万辆，比2023年全年销量的6倍还多。在2023年，问界汽车总交付量为94380辆。 　　此外，零跑汽车将今年销量目标定在30万-40万辆；哪咤汽车今年销量目标为30万辆，其中国内销量为20万辆，海外销量为10万辆。 　　相较而言，造车新势力品牌销量目标增幅显著高于传统车企，其实现难度也更为显著。在2023年，就有多家新势力品牌全年目标完成度“吊车尾”：如小鹏汽车仅完成全年70.80%的销量目标、哪咤汽车仅完成42.50%的销量目标。 　　尽管淡季的销量表现并非常态，但在一定程度上，新势力品牌面临的压力会更加显著。（文章来源：时代财经）","news_type":1},"isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":264725231882480,"gmtCreate":1705652629007,"gmtModify":1705673796706,"author":{"id":"3566775503291979","authorId":"3566775503291979","authorIdStr":"3566775503291979","name":"dun吨dun","avatar":"https://static.tigerbbs.com/15b4aeaf7219c2e2b9c1f980d422d3c1","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"美银是真不要脸","listText":"美银是真不要脸","text":"美银是真不要脸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/264725231882480","repostId":"2404258795","repostType":2,"repost":{"id":"2404258795","pubTimestamp":1705652261,"share":"https://www.laohu8.com/m/news/2404258795?lang=&edition=full","pubTime":"2024-01-19 16:17","market":"hk","language":"zh","title":"大行评级｜美银：予小鹏“买入”评级 管理层目标今年实现远高于行业的销量增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2404258795","media":"市场资讯","summary":"美银证券发表报告，指小鹏管理层近日于投资者电话会议上透露最新业务发展及2024年展望，目标今年实现远高于行业的销量增长，主要来自于2024至2025年稳定的新车型储备、出口销售，以及销售网络持续扩张、升级和向三、四线城市渗透。该行预期，虽然今年市场竞争或加剧，但受惠于产品组合改善及成本下降，小鹏管理层对今年毛利率扩张充满信心，当中并已计及应对市场竞争所提供的折扣。","content":"<html><body><div>\n<p cms-style=\"font-L\"><font cms-hidden=\"true\" cms-style=\"font-L\"></font> 美银证券发表报告，指小鹏管理层近日于投资者电话会议上透露最新业务发展及2024年展望，目标今年实现远高于行业的销量增长，主要来自于2024至2025年稳定的新车型储备、出口销售，以及销售网络持续扩张、升级和向三、四线城市渗透。该行预期，虽然今年市场竞争或加剧，但受惠于产品组合改善及成本下降，小鹏管理层对今年毛利率扩张充满信心，当中并已计及应对市场竞争所提供的折扣。美银指，小鹏在内地持续有新车型陆续推出，而海外市场方面今年目标是出口超过1万辆车，计划第二季度在海外市场推出G6，以及拓展至更多右舵驾驶地区，给予小鹏“买入”评级，H股目标价70港元。</p>\n<div>\n<span>股市回暖，抄底炒股先开户！<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>定投、条件单、个股雷达……送给你&gt;&gt;</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2024-01-19 16:17 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-01-19/doc-inaczzqa8458334.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美银证券发表报告，指小鹏管理层近日于投资者电话会议上透露最新业务发展及2024年展望，目标今年实现远高于行业的销量增长，主要来自于2024至2025年稳定的新车型储备、出口销售，以及销售网络持续扩张、升级和向三、四线城市渗透。该行预期，虽然今年市场竞争或加剧，但受惠于产品组合改善及成本下降，小鹏管理层对今年毛利率扩张充满信心，当中并已计及应对市场竞争所提供的折扣。美银指，小鹏在内地持续有新车型陆续...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-01-19/doc-inaczzqa8458334.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-01-19/doc-inaczzqa8458334.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2404258795","content_text":"美银证券发表报告，指小鹏管理层近日于投资者电话会议上透露最新业务发展及2024年展望，目标今年实现远高于行业的销量增长，主要来自于2024至2025年稳定的新车型储备、出口销售，以及销售网络持续扩张、升级和向三、四线城市渗透。该行预期，虽然今年市场竞争或加剧，但受惠于产品组合改善及成本下降，小鹏管理层对今年毛利率扩张充满信心，当中并已计及应对市场竞争所提供的折扣。美银指，小鹏在内地持续有新车型陆续推出，而海外市场方面今年目标是出口超过1万辆车，计划第二季度在海外市场推出G6，以及拓展至更多右舵驾驶地区，给予小鹏“买入”评级，H股目标价70港元。\n\n股市回暖，抄底炒股先开户！智能定投、条件单、个股雷达……送给你>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":264389876551928,"gmtCreate":1705570657522,"gmtModify":1705570658743,"author":{"id":"3566775503291979","authorId":"3566775503291979","authorIdStr":"3566775503291979","name":"dun吨dun","avatar":"https://static.tigerbbs.com/15b4aeaf7219c2e2b9c1f980d422d3c1","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"**","listText":"**","text":"**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/264389876551928","repostId":"2404364961","repostType":2,"repost":{"id":"2404364961","pubTimestamp":1705561474,"share":"https://www.laohu8.com/m/news/2404364961?lang=&edition=full","pubTime":"2024-01-18 15:04","market":"us","language":"en","title":"NIO: The Downtrend Is Not Over Yet","url":"https://stock-news.laohu8.com/highlight/detail?id=2404364961","media":"seekingalpha","summary":"NIO's outstanding Q4 2023 performance, with over 50K EV deliveries, secured a significant share in China's competitive EV segment.The company's robust revenue increase, with an 11% vehicle margin, sug","content":"<html><head></head><body><ul style=\"\"><li><p>NIO&#39;s outstanding Q4 2023 performance, with over 50K EV deliveries, secured a significant share in China&#39;s competitive EV segment.</p></li><li><p>The company&#39;s robust revenue increase, with an 11% vehicle margin, suggests the company&#39;s capability to counter market challenges effectively.</p></li><li><p>Despite solid growth, challenges arise from declining long-term vehicle margins due to product mix shifts and the strategic decision to maintain price stability.</p></li><li><p>NIO&#39;s stock is in a downtrend with a potential projection of $6.10 based on Fibonacci retracement and momentum, offering an accumulation opportunity between $6.10 and $4.35 as long-term support.</p></li></ul><h2 id=\"id_3180976234\">Investment Thesis</h2><p>In our previous analysis, we discussed a strategy for investors interested in NIO Inc.&#39;s (NYSE:NIO) stock, particularly in its fluctuating market performance. Following the pullback and even though NIO faces additional downside risk, the long-term bulls can utilize the volatility of this downtrend to accumulate more shares and apply a dollar-cost averaging approach between $6.10 and $4.35, as this zone serves as long-term support for the stock.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f26cf3591143e9cb0e88bf687a5ef881\" tg-width=\"635\" tg-height=\"450\"/></p><p>Data by YCharts</p><h2 id=\"id_696879823\">NIO&#39;s Dominance in EV Deliveries and Expansion</h2><p>NIO&#39;s vehicle deliveries are a fundamental strength supporting the company&#39;s growth. In Q3 2023, NIO delivered 55,432 premium smart electric vehicles, reflecting a remarkable 75.4% year-over-year increase. One key factor contributing to this robust sales growth is the complete product lineup on the NT2 platform. NIO&#39;s strategic move to enhance self-capacity and capability, coupled with the continuous expansion of its self-service and power networks, has fueled its ability to deliver a diverse range of electric vehicles.</p><p>The retail statistics from Cathart indicated that NIO secured the top spot in China&#39;s electric vehicle (EV) segment during Q3, with a market share exceeding 45% and an average construction price of over RMB300K. In September, the launch of the All-New EC6, a midsize coupe SUV upgraded to the second generation, further enriched NIO&#39;s product portfolio. Hence, the company is anticipating that the competitiveness of second-generation products will be further unleashed in 2024.</p><p>Additionally, a 32.2% year-over-year increase in total deliveries for October and November, totaling 32,033 vehicles, respectively, highlights NIO&#39;s resilience. Moreover, the projection for Q4 2023 anticipates total deliveries between 47,000 and 49,000 vehicles, suggesting a growth trajectory. Specifically, there was a delivery of 18,012 vehicles in December 2023, representing a 13.9% increase year-over-year. The total deliveries for the three months ended December 2023 reached 50,045 vehicles (surpassing the outlook) with a substantial 25.0% year-over-year growth, demonstrating NIO&#39;s capacity to scale its operations effectively.</p><p>Finally, a new vehicle, the ET9, may serve as a decisive technological benchmark for EVs (executive flagships). However, the deliveries of the ET9 are still far away in Q1 2025. Lastly, consistency in maintaining stable prices amid a deepening price war and intense competition for smart EVs is vital. This stability in pricing, combined with the impressive growth in vehicle deliveries, indicates NIO&#39;s capability to balance market dynamics while sustaining a solid performance.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bd1e446ecaa597e8fa3671de4bbc0a4\" tg-width=\"1253\" tg-height=\"1600\"/></p><p>NIO Delivered 18,012 Vehicles in December 2023 (www.nio.com/news )</p><h2 id=\"id_1439750019\">Solid Financial Performance and Vehicle Margin Improvement</h2><p>NIO&#39;s financial performance reflects another fundamental strength supporting the company&#39;s value growth potential. In Q3 2023, the total revenues for this period reached RMB 19.1 billion, marking a substantial 46.6% year-over-year increase and a remarkable 117.4% quarter-over-quarter increase. These robust financial figures underscore NIO&#39;s ability to generate substantial revenue and navigate market dynamics effectively.</p><p>Vehicle sales, a crucial component of total revenues, amounted to RMB17.4 billion in Q3, indicating a substantial 45.9% year-over-year increase and an impressive 142.3% quarter-over-quarter surge. This surge in vehicle sales is attributed to higher vehicle deliveries, suggesting a direct correlation between NIO&#39;s production and delivery capabilities and revenue generation. The overall gross margin for the third quarter stood at 8%, revealing NIO&#39;s capacity to maintain a healthy margin in a competitive market.</p><p>The vehicle margin, a key metric reflecting the profitability of NIO&#39;s core business, reached 11% in Q3. This improvement is noteworthy, especially compared to Q3 2022 (16.4%) and Q2 2023 (6.2%). The increase in vehicle margin is attributed to increased sales mix for higher-priced models, decreased parts costs, and improved economies of scale facilitated by higher deliveries. Therefore, NIO&#39;s strategic refinement of sales policies further contributed to this positive trend.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c56b9384018e81cee2ff5d2b8213ca43\" tg-width=\"982\" tg-height=\"135\"/></p><p>ir.nio.com</p><h2 id=\"id_3022983568\">NIO&#39;s Product Mix Shift and Price Stability Impact Vehicle Margins</h2><p>NIO&#39;s product mix shift is one significant factor contributing to the decline in long-term vehicle margin. The introduction of the All-New EC6, a mid-sized coupe SUV upgraded to the second generation, altered the overall product mix. New models often come with different production costs, and their impact on the average selling price can influence the overall margin.</p><p>Additionally, NIO&#39;s decision to maintain price stability in the face of a price war and intensified competition is another factor affecting the vehicle margin. While stability in pricing is a strategic move for brand image and customer loyalty, it may have led to reduced profit margins, especially when competitors aggressively slashed prices to gain market share.</p><p>The declining vehicle margin raises concerns about NIO&#39;s overall profitability in the presence of impressive year-over-year growth in vehicle deliveries and market share. Lastly, a sustained decline in profitability can continue to impact market valuation and growth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c22509157a0179db8dc2e429968a6724\" tg-width=\"635\" tg-height=\"450\"/></p><p>Data by YCharts</p><h2 id=\"id_1337334108\">Energizing the Future: NIO&#39;s Innovation Drive and Infrastructure Expansion</h2><p>NIO&#39;s emphasis on research and development (R&amp;D) is evident in its initiatives at events such as NIO IN and NIO&#39;s Innovation and Technology Day held on September 21. During this event, NIO introduced its 12 full-stack technology capabilities, encompassing holistic business scenarios for smart EVs across multiple brands and platforms. The unveiling of China&#39;s first vehicle operating system, SkyOS, and the in-house developed LiDAR SoC named Yang Jian underscore NIO&#39;s systematic research capabilities, positioning it as an industry leader.</p><p>Additionally, the release of Power Swap Pilot for Highway Beta on November 15, integrating Natural Language Processing (NLP) and Power Swap technologies, exemplifies NIO&#39;s focus on providing users with a hassle-free, automated, intelligent highway driving and battery-swapping experience. The presence of 29 Power Swap stations on highways supporting this feature further emphasizes the practical implementation of these technological advancements.</p><p>Furthermore, NIO&#39;s rollout of NLP+ for urban traffic further showcases its dedication to providing users with a seamless driving experience in highway and city settings. The gradual release of NLP+ in major cities, surpassing targets announced at NIO IN, suggests NIO&#39;s focus on user-centric technological deployment.</p><p>At ground level, the extensive reach of NIO&#39;s sales and service network, with 468 new houses, new space, and pop-up stores in 152 cities, along with 314 service centers and 62 delivery centers in 217 cities, underscores the company&#39;s commitment to providing comprehensive support to its growing customer base. The focus on expanding the charging and swapping network with over 2,226 power swap stations, over 9,400 power chargers, and over 11K destination chargers worldwide further solidifies NIO&#39;s facilitation of a convenient and efficient charging experience for its users.</p><p>However, challenges lie in expanding the adoption of premium EVs, compelling users accustomed to internal combustion engine (ICE) vehicles. NIO&#39;s strategy to focus on infrastructure coverage, exemplified by installing over 2,000 power swap stations, addresses one of the barriers to wider EV adoption. This infrastructure investment may propel NIO&#39;s sales volume in regions like the Yangtze River Delta.</p><p>Moreover, the introduction of the &#34;Charge Up to Free&#34; program, offering users 1,000 kWh of complimentary charging credits for every new vehicle delivered, further incentivizes using NIO&#39;s charging infrastructure. Hence, this strategic move may attract and retain a loyal customer base. Finally, the collaboration with Changan Automobile and Geely Holdings (OTCPK:GELYY) on battery swapping aims to contribute to developing and adopting battery swap technology.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00751ef48307ca4ab8d249bfc4b1ddd1\" tg-width=\"768\" tg-height=\"449\"/></p><p>carnewschina.com</p><h2 id=\"id_1052241802\">Technical Take: The Downtrend Is Not Yet Over</h2><p>Following the previous coverage, the average number of outstanding shares was boosted in Q3 2023 with a drop in net income. This <strong>massive divergence</strong> led to a fundamental deterioration and caused the stock price to fall below the critical support range ($7.25-$8.55). For risk-averse investors, a stop-loss has been hit.</p><p>However, as expected, the rapid delivery growth and improved vehicle margin (sequential) are the bullish factors that may support the stock. With an improved bottom line, the stock may stabilize, find support, and enter an <strong>accumulation phase</strong>.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad50f4773c9f880d4b8b8e7d03eaf9a5\" tg-width=\"1280\" tg-height=\"543\"/></p><p>tradingview.com</p><p>NIO&#39;s stock price is currently in a downtrend, as observed in the 13-week (green line) and 52-week (red line) exponential moving averages. Projecting the price levels through Fibonacci retracement and the current momentum, the price <strong>may reach $6.10</strong> in the coming weeks. However, for the bulls, it offers the opportunity to accumulate NIO&#39;s stock, using the dollar average <strong>between $6.10 and $4.35</strong>, as this zone serves as long-term support for the stock.</p><p>On the other hand, the relative strength index (RSI) is currently at 40, which indicates the stock <strong>is not yet oversold</strong>, indicating more downside potential. The long-term support zone, as mentioned, is also near the lifetime lows of the stock. On the upside, the price and 13-week EMA need to close above the 52-week EMA to confirm the upper trajectory. Thus, this price ascension will break the trend of lower highs and lower lows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0337479be50b28b55b5796fc00e6aa3e\" tg-width=\"1280\" tg-height=\"537\"/></p><p>tradingview.com</p><h2 id=\"id_400314573\">Takeaway</h2><p>NIO&#39;s stock is navigating a challenging downtrend, presenting risks and opportunities. Investors bullish on NIO&#39;s long-term prospects might consider accumulating shares in the suggested range, as historical data suggests strong support in this zone. In this evolving market, prudent and strategic investing in NIO can capitalize on its long-term growth potential while managing short-term volatility.</p></body></html>","source":"seekingalpha","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: The Downtrend Is Not Over Yet</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: The Downtrend Is Not Over Yet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-18 15:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4663321-nio-the-downtrend-is-not-over-yet><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO's outstanding Q4 2023 performance, with over 50K EV deliveries, secured a significant share in China's competitive EV segment.The company's robust revenue increase, with an 11% vehicle margin, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4663321-nio-the-downtrend-is-not-over-yet\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://seekingalpha.com/article/4663321-nio-the-downtrend-is-not-over-yet","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2404364961","content_text":"NIO's outstanding Q4 2023 performance, with over 50K EV deliveries, secured a significant share in China's competitive EV segment.The company's robust revenue increase, with an 11% vehicle margin, suggests the company's capability to counter market challenges effectively.Despite solid growth, challenges arise from declining long-term vehicle margins due to product mix shifts and the strategic decision to maintain price stability.NIO's stock is in a downtrend with a potential projection of $6.10 based on Fibonacci retracement and momentum, offering an accumulation opportunity between $6.10 and $4.35 as long-term support.Investment ThesisIn our previous analysis, we discussed a strategy for investors interested in NIO Inc.'s (NYSE:NIO) stock, particularly in its fluctuating market performance. Following the pullback and even though NIO faces additional downside risk, the long-term bulls can utilize the volatility of this downtrend to accumulate more shares and apply a dollar-cost averaging approach between $6.10 and $4.35, as this zone serves as long-term support for the stock.Data by YChartsNIO's Dominance in EV Deliveries and ExpansionNIO's vehicle deliveries are a fundamental strength supporting the company's growth. In Q3 2023, NIO delivered 55,432 premium smart electric vehicles, reflecting a remarkable 75.4% year-over-year increase. One key factor contributing to this robust sales growth is the complete product lineup on the NT2 platform. NIO's strategic move to enhance self-capacity and capability, coupled with the continuous expansion of its self-service and power networks, has fueled its ability to deliver a diverse range of electric vehicles.The retail statistics from Cathart indicated that NIO secured the top spot in China's electric vehicle (EV) segment during Q3, with a market share exceeding 45% and an average construction price of over RMB300K. In September, the launch of the All-New EC6, a midsize coupe SUV upgraded to the second generation, further enriched NIO's product portfolio. Hence, the company is anticipating that the competitiveness of second-generation products will be further unleashed in 2024.Additionally, a 32.2% year-over-year increase in total deliveries for October and November, totaling 32,033 vehicles, respectively, highlights NIO's resilience. Moreover, the projection for Q4 2023 anticipates total deliveries between 47,000 and 49,000 vehicles, suggesting a growth trajectory. Specifically, there was a delivery of 18,012 vehicles in December 2023, representing a 13.9% increase year-over-year. The total deliveries for the three months ended December 2023 reached 50,045 vehicles (surpassing the outlook) with a substantial 25.0% year-over-year growth, demonstrating NIO's capacity to scale its operations effectively.Finally, a new vehicle, the ET9, may serve as a decisive technological benchmark for EVs (executive flagships). However, the deliveries of the ET9 are still far away in Q1 2025. Lastly, consistency in maintaining stable prices amid a deepening price war and intense competition for smart EVs is vital. This stability in pricing, combined with the impressive growth in vehicle deliveries, indicates NIO's capability to balance market dynamics while sustaining a solid performance.NIO Delivered 18,012 Vehicles in December 2023 (www.nio.com/news )Solid Financial Performance and Vehicle Margin ImprovementNIO's financial performance reflects another fundamental strength supporting the company's value growth potential. In Q3 2023, the total revenues for this period reached RMB 19.1 billion, marking a substantial 46.6% year-over-year increase and a remarkable 117.4% quarter-over-quarter increase. These robust financial figures underscore NIO's ability to generate substantial revenue and navigate market dynamics effectively.Vehicle sales, a crucial component of total revenues, amounted to RMB17.4 billion in Q3, indicating a substantial 45.9% year-over-year increase and an impressive 142.3% quarter-over-quarter surge. This surge in vehicle sales is attributed to higher vehicle deliveries, suggesting a direct correlation between NIO's production and delivery capabilities and revenue generation. The overall gross margin for the third quarter stood at 8%, revealing NIO's capacity to maintain a healthy margin in a competitive market.The vehicle margin, a key metric reflecting the profitability of NIO's core business, reached 11% in Q3. This improvement is noteworthy, especially compared to Q3 2022 (16.4%) and Q2 2023 (6.2%). The increase in vehicle margin is attributed to increased sales mix for higher-priced models, decreased parts costs, and improved economies of scale facilitated by higher deliveries. Therefore, NIO's strategic refinement of sales policies further contributed to this positive trend.ir.nio.comNIO's Product Mix Shift and Price Stability Impact Vehicle MarginsNIO's product mix shift is one significant factor contributing to the decline in long-term vehicle margin. The introduction of the All-New EC6, a mid-sized coupe SUV upgraded to the second generation, altered the overall product mix. New models often come with different production costs, and their impact on the average selling price can influence the overall margin.Additionally, NIO's decision to maintain price stability in the face of a price war and intensified competition is another factor affecting the vehicle margin. While stability in pricing is a strategic move for brand image and customer loyalty, it may have led to reduced profit margins, especially when competitors aggressively slashed prices to gain market share.The declining vehicle margin raises concerns about NIO's overall profitability in the presence of impressive year-over-year growth in vehicle deliveries and market share. Lastly, a sustained decline in profitability can continue to impact market valuation and growth.Data by YChartsEnergizing the Future: NIO's Innovation Drive and Infrastructure ExpansionNIO's emphasis on research and development (R&D) is evident in its initiatives at events such as NIO IN and NIO's Innovation and Technology Day held on September 21. During this event, NIO introduced its 12 full-stack technology capabilities, encompassing holistic business scenarios for smart EVs across multiple brands and platforms. The unveiling of China's first vehicle operating system, SkyOS, and the in-house developed LiDAR SoC named Yang Jian underscore NIO's systematic research capabilities, positioning it as an industry leader.Additionally, the release of Power Swap Pilot for Highway Beta on November 15, integrating Natural Language Processing (NLP) and Power Swap technologies, exemplifies NIO's focus on providing users with a hassle-free, automated, intelligent highway driving and battery-swapping experience. The presence of 29 Power Swap stations on highways supporting this feature further emphasizes the practical implementation of these technological advancements.Furthermore, NIO's rollout of NLP+ for urban traffic further showcases its dedication to providing users with a seamless driving experience in highway and city settings. The gradual release of NLP+ in major cities, surpassing targets announced at NIO IN, suggests NIO's focus on user-centric technological deployment.At ground level, the extensive reach of NIO's sales and service network, with 468 new houses, new space, and pop-up stores in 152 cities, along with 314 service centers and 62 delivery centers in 217 cities, underscores the company's commitment to providing comprehensive support to its growing customer base. The focus on expanding the charging and swapping network with over 2,226 power swap stations, over 9,400 power chargers, and over 11K destination chargers worldwide further solidifies NIO's facilitation of a convenient and efficient charging experience for its users.However, challenges lie in expanding the adoption of premium EVs, compelling users accustomed to internal combustion engine (ICE) vehicles. NIO's strategy to focus on infrastructure coverage, exemplified by installing over 2,000 power swap stations, addresses one of the barriers to wider EV adoption. This infrastructure investment may propel NIO's sales volume in regions like the Yangtze River Delta.Moreover, the introduction of the \"Charge Up to Free\" program, offering users 1,000 kWh of complimentary charging credits for every new vehicle delivered, further incentivizes using NIO's charging infrastructure. Hence, this strategic move may attract and retain a loyal customer base. Finally, the collaboration with Changan Automobile and Geely Holdings (OTCPK:GELYY) on battery swapping aims to contribute to developing and adopting battery swap technology.carnewschina.comTechnical Take: The Downtrend Is Not Yet OverFollowing the previous coverage, the average number of outstanding shares was boosted in Q3 2023 with a drop in net income. This massive divergence led to a fundamental deterioration and caused the stock price to fall below the critical support range ($7.25-$8.55). For risk-averse investors, a stop-loss has been hit.However, as expected, the rapid delivery growth and improved vehicle margin (sequential) are the bullish factors that may support the stock. With an improved bottom line, the stock may stabilize, find support, and enter an accumulation phase.tradingview.comNIO's stock price is currently in a downtrend, as observed in the 13-week (green line) and 52-week (red line) exponential moving averages. Projecting the price levels through Fibonacci retracement and the current momentum, the price may reach $6.10 in the coming weeks. However, for the bulls, it offers the opportunity to accumulate NIO's stock, using the dollar average between $6.10 and $4.35, as this zone serves as long-term support for the stock.On the other hand, the relative strength index (RSI) is currently at 40, which indicates the stock is not yet oversold, indicating more downside potential. The long-term support zone, as mentioned, is also near the lifetime lows of the stock. On the upside, the price and 13-week EMA need to close above the 52-week EMA to confirm the upper trajectory. Thus, this price ascension will break the trend of lower highs and lower lows.tradingview.comTakeawayNIO's stock is navigating a challenging downtrend, presenting risks and opportunities. Investors bullish on NIO's long-term prospects might consider accumulating shares in the suggested range, as historical data suggests strong support in this zone. In this evolving market, prudent and strategic investing in NIO can capitalize on its long-term growth potential while managing short-term volatility.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253767546429744,"gmtCreate":1702991339392,"gmtModify":1702991340909,"author":{"id":"3566775503291979","authorId":"3566775503291979","authorIdStr":"3566775503291979","name":"dun吨dun","avatar":"https://static.tigerbbs.com/15b4aeaf7219c2e2b9c1f980d422d3c1","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"小编是最大股东","listText":"小编是最大股东","text":"小编是最大股东","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253767546429744","repostId":"2392948584","repostType":2,"repost":{"id":"2392948584","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1702945344,"share":"https://www.laohu8.com/m/news/2392948584?lang=&edition=full","pubTime":"2023-12-19 08:22","market":"us","language":"zh","title":"引入阿布扎比巨额投资后，李斌将不再是蔚来最大股东","url":"https://stock-news.laohu8.com/highlight/detail?id=2392948584","media":"华尔街见闻","summary":"得到中东土豪“大手笔”投资后，李斌将不再是蔚来最大股东，但凭借超级投票权股，仍是蔚来实控人。12月18日，蔚来宣布拟向阿布扎比投资机构 CYVN Holdings 增发总价值约 22 亿美元（约合人民币 157 亿元）的股份，交易预计于今年最后一周完成。交易完成后，CYVN 持有的蔚来流通股数量将由三季度末的 1.25 亿股增加至 4.19 ...","content":"<html><head></head><body><blockquote><p>CYVN将成为蔚来最大单一股东，李斌凭借超级投票权股，仍是蔚来实控人。</p></blockquote><p>得到中东土豪“大手笔”投资后，李斌将不再是<a href=\"https://laohu8.com/S/NIO\">蔚来</a>最大股东，但凭借超级投票权股，仍是<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>实控人。</p><p>12月18日，蔚来宣布拟向阿布扎比投资机构 CYVN Holdings 增发总价值约 22 亿美元（约合人民币 157 亿元）的股份，交易预计于今年最后一周完成。</p><p>交易完成后，CYVN 持有的蔚来流通股数量将由三季度末的 1.25 亿股增加至 4.19 亿股，持股比例升至 20.1%，<strong>CYVN将成为蔚来最大单一股东。</strong></p><p>据蔚来公告，CYVN持有的蔚来股票是A类普通股 ，拥有1：1的投票权；<strong>蔚来董事长、CEO李斌则持有C类股权，拥有1：8的超级投票权，仍为公司实控人。</strong>年报显示，2022年底，李斌持有蔚来10.5% 的股份、代表 44.2% 的投票权。</p><p>受此消息刺激，隔夜蔚来美股涨 4.6%，盘后继续上扬近 1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a11b04dba562064074c937e9a28b86e\" tg-width=\"560\" tg-height=\"240\"/></p><p>实际上，这是CYVN 第二次对蔚来进行投资。7 月 12 日，蔚来宣布，公司已完成来自CYVN Holdings的 7.385 亿美元战略股权投资。</p><p>CYVN Holdings是阿布扎比政府持有多数股权的投资机构，聚焦在先进、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>的移动出行领域进行战略投资和布局，并致力于与全球该领域的行业领导者合作。</p><p>据晚点财经计算，蔚来此次融到的157 亿元，虽然基本能够填补公司在 2022 年前三季度 160 亿元的经营亏损，但是仍不足以完全缓解其在极端状况下的流动性压力。</p><p>今年 9 月，蔚来曾公告称，拟发行本金总额为 10 亿美元的可转债，由于票面利率偏高且是借新还旧，引发市场恐慌，导致蔚来股价盘中下跌超 18%。</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>引入阿布扎比巨额投资后，李斌将不再是蔚来最大股东</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引入阿布扎比巨额投资后，李斌将不再是蔚来最大股东\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-19 08:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://new.qq.com/rain/a/20231219A015AX00><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CYVN将成为蔚来最大单一股东，李斌凭借超级投票权股，仍是蔚来实控人。得到中东土豪“大手笔”投资后，李斌将不再是蔚来最大股东，但凭借超级投票权股，仍是蔚来实控人。12月18日，蔚来宣布拟向阿布扎比投资机构 CYVN Holdings 增发总价值约 22 亿美元（约合人民币 157 亿元）的股份，交易预计于今年最后一周完成。交易完成后，CYVN 持有的蔚来流通股数量将由三季度末的 1.25 亿股增加...</p>\n\n<a href=\"https://new.qq.com/rain/a/20231219A015AX00\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"BK1588":"回港中概股","NIO.SI":"蔚来","09866":"蔚来-SW","BK1119":"汽车制造商","BK4588":"碎股","BK4526":"热门中概股","BK4574":"无人驾驶","NIO":"蔚来","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4509":"腾讯概念"},"source_url":"https://new.qq.com/rain/a/20231219A015AX00","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2392948584","content_text":"CYVN将成为蔚来最大单一股东，李斌凭借超级投票权股，仍是蔚来实控人。得到中东土豪“大手笔”投资后，李斌将不再是蔚来最大股东，但凭借超级投票权股，仍是蔚来实控人。12月18日，蔚来宣布拟向阿布扎比投资机构 CYVN Holdings 增发总价值约 22 亿美元（约合人民币 157 亿元）的股份，交易预计于今年最后一周完成。交易完成后，CYVN 持有的蔚来流通股数量将由三季度末的 1.25 亿股增加至 4.19 亿股，持股比例升至 20.1%，CYVN将成为蔚来最大单一股东。据蔚来公告，CYVN持有的蔚来股票是A类普通股 ，拥有1：1的投票权；蔚来董事长、CEO李斌则持有C类股权，拥有1：8的超级投票权，仍为公司实控人。年报显示，2022年底，李斌持有蔚来10.5% 的股份、代表 44.2% 的投票权。受此消息刺激，隔夜蔚来美股涨 4.6%，盘后继续上扬近 1%。实际上，这是CYVN 第二次对蔚来进行投资。7 月 12 日，蔚来宣布，公司已完成来自CYVN Holdings的 7.385 亿美元战略股权投资。CYVN Holdings是阿布扎比政府持有多数股权的投资机构，聚焦在先进、智能的移动出行领域进行战略投资和布局，并致力于与全球该领域的行业领导者合作。据晚点财经计算，蔚来此次融到的157 亿元，虽然基本能够填补公司在 2022 年前三季度 160 亿元的经营亏损，但是仍不足以完全缓解其在极端状况下的流动性压力。今年 9 月，蔚来曾公告称，拟发行本金总额为 10 亿美元的可转债，由于票面利率偏高且是借新还旧，引发市场恐慌，导致蔚来股价盘中下跌超 18%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":243418028445800,"gmtCreate":1700449564107,"gmtModify":1700449565923,"author":{"id":"3566775503291979","authorId":"3566775503291979","authorIdStr":"3566775503291979","name":"dun吨dun","avatar":"https://static.tigerbbs.com/15b4aeaf7219c2e2b9c1f980d422d3c1","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"放心不了啊，销量上不去，股价跌成翔","listText":"放心不了啊，销量上不去，股价跌成翔","text":"放心不了啊，销量上不去，股价跌成翔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/243418028445800","repostId":"2384531736","repostType":2,"repost":{"id":"2384531736","pubTimestamp":1700311060,"share":"https://www.laohu8.com/m/news/2384531736?lang=&edition=full","pubTime":"2023-11-18 20:37","market":"sh","language":"zh","title":"秦力洪：蔚来不会倒闭，也不可能倒闭，请大家放心购买","url":"https://stock-news.laohu8.com/highlight/detail?id=2384531736","media":"金融界","summary":"据报道，广州车展开幕当日举行的广州汽车产业发展大会上，蔚来联合创始人、总裁秦力洪表示：“当前市场充满巨大机遇，对每一家公司也提出了更高的要求，面对当下的市场机遇，既要努力抓住它，又要保持战略定力，蔚来不会倒闭，也不可能倒闭。请大家放心购买和体验蔚来的汽车，并相信所有中国新能源品牌的产品和服务”。\n\n\r\n            责任编辑：李欣","content":"<html><body><div>\n<p>据报道，广州车展开幕当日举行的广州汽车产业发展大会上，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>联合创始人、总裁秦力洪表示：“当前市场充满巨大机遇，对每一家公司也提出了更高的要求，面对当下的市场机遇，既要努力抓住它，又要保持战略定力，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>不会倒闭，也不可能倒闭。请大家放心购买和体验蔚来的汽车，并相信所有中<span><a href=\"https://laohu8.com/S/600617\">国新能源</a></span>品牌的产品和服务”。</p>\n<div>\n<div>\r\n            责任编辑：李欣\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","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>秦力洪：蔚来不会倒闭，也不可能倒闭，请大家放心购买</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秦力洪：蔚来不会倒闭，也不可能倒闭，请大家放心购买\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-18 20:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://hk.jrj.com.cn/2023/11/18203738475152.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据报道，广州车展开幕当日举行的广州汽车产业发展大会上，蔚来联合创始人、总裁秦力洪表示：“当前市场充满巨大机遇，对每一家公司也提出了更高的要求，面对当下的市场机遇，既要努力抓住它，又要保持战略定力，蔚来不会倒闭，也不可能倒闭。请大家放心购买和体验蔚来的汽车，并相信所有中国新能源品牌的产品和服务”。\n\n\r\n            责任编辑：李欣</p>\n\n<a href=\"https://hk.jrj.com.cn/2023/11/18203738475152.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK1119":"汽车制造商","BK4526":"热门中概股","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","NIO":"蔚来","LU0052750758.USD":"富兰克林中国基金A Acc","BK4581":"高盛持仓","BK4531":"中概回港概念","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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责任编辑：李欣","news_type":1},"isVote":1,"tweetType":1,"viewCount":1271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":233995843350736,"gmtCreate":1698136646186,"gmtModify":1698136647207,"author":{"id":"3566775503291979","authorId":"3566775503291979","authorIdStr":"3566775503291979","name":"dun吨dun","avatar":"https://static.tigerbbs.com/15b4aeaf7219c2e2b9c1f980d422d3c1","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>出啥事了？","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>出啥事了？","text":"$蔚来(NIO)$ 出啥事了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/233995843350736","isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":229883459404096,"gmtCreate":1697142578009,"gmtModify":1697142579152,"author":{"id":"3566775503291979","authorId":"3566775503291979","authorIdStr":"3566775503291979","name":"dun吨dun","avatar":"https://static.tigerbbs.com/15b4aeaf7219c2e2b9c1f980d422d3c1","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>又得跌到7刀了，8.50有4.5万的卖单，空头真狠。。。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>又得跌到7刀了，8.50有4.5万的卖单，空头真狠。。。","text":"$蔚来(NIO)$ 又得跌到7刀了，8.50有4.5万的卖单，空头真狠。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/229883459404096","isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":229805769957376,"gmtCreate":1697123513709,"gmtModify":1697123514787,"author":{"id":"3566775503291979","authorId":"3566775503291979","authorIdStr":"3566775503291979","name":"dun吨dun","avatar":"https://static.tigerbbs.com/15b4aeaf7219c2e2b9c1f980d422d3c1","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>啥时候三季度财报","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>啥时候三季度财报","text":"$蔚来(NIO)$ 啥时候三季度财报","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/229805769957376","isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":229325345415304,"gmtCreate":1697014512674,"gmtModify":1697014514062,"author":{"id":"3566775503291979","authorId":"3566775503291979","authorIdStr":"3566775503291979","name":"dun吨dun","avatar":"https://static.tigerbbs.com/15b4aeaf7219c2e2b9c1f980d422d3c1","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>8.84就是过不了吗","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>8.84就是过不了吗","text":"$蔚来(NIO)$ 8.84就是过不了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/229325345415304","isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":222360683548744,"gmtCreate":1695303755432,"gmtModify":1695303757019,"author":{"id":"3566775503291979","authorId":"3566775503291979","authorIdStr":"3566775503291979","name":"dun吨dun","avatar":"https://static.tigerbbs.com/15b4aeaf7219c2e2b9c1f980d422d3c1","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"前段时间卖单基本上都是巴克莱卖的，又开始唱空低价买回？","listText":"前段时间卖单基本上都是巴克莱卖的，又开始唱空低价买回？","text":"前段时间卖单基本上都是巴克莱卖的，又开始唱空低价买回？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/222360683548744","repostId":"2369106071","repostType":2,"repost":{"id":"2369106071","pubTimestamp":1695299940,"share":"https://www.laohu8.com/m/news/2369106071?lang=&edition=full","pubTime":"2023-09-21 20:39","market":"us","language":"en","title":"Barclays cautious on Nio (NIO) as $1B CB raise highlights liquidity needs","url":"https://stock-news.laohu8.com/highlight/detail?id=2369106071","media":"StreetInsider","summary":"Barclay reiterated an Equal Weight rating on Nio Inc. (NYSE: NIO) with a 12-month price target of $8.00 on the stock after the Chinese electric vehicle maker raised $1b in convertible bonds (CB) to re","content":"<html><body><div>\n<div>\n<div>\n<img src=\"https://www.streetinsider.com/images/summaries/1858/resize_nio.jpg\"/>\n</div>\n</div>\n<p>Barclay reiterated an Equal Weight rating on Nio Inc. (NYSE: NIO) with a 12-month price target of $8.00 on the stock after the Chinese electric vehicle maker raised $1b in convertible bonds (CB) to repay $720m in previously issued CBs that are either due or puttable in early 2024.</p><p>NIO is facing an upcoming financial obligation with a $160 million convertible bond maturing, as well as an additional $560 million convertible bond that can be put back to the company on February 1, 2024, resulting in an expected cash outflow of $720 million in February 2024. Additionally, there is another $750 million convertible bond that can be put back to the company on February 1, 2025, meaning NIO is facing the repayment of $1.5 billion within the next 18 months.</p><p>“We have highlighted our concerns around NIO’s liquidity in the past,” writes analyst Jiong Shao. “We consider this recent $1bn CB raise unlikely to be enough.”</p><p>NIO has been burning through roughly 6 billion RMB (approximately $800 million) in cash each quarter, on average, over the past five quarters. As of the end of the second quarter, they had around 30 billion RMB in cash or cash equivalents, indicating they have enough cash to sustain their operations for about five more quarters.</p><div><div><div></div></div></div><p>If the cash burn remains similar going forward, NIO may need to raise additional capital sometime in 2024.</p><p>Shares of NIO are down 3.29% in pre-market trading Thursday morning.</p><p>By Michael Elkins | <span>[email protected]</span></p> </div></body></html>","source":"highlight_streetinsider","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>Barclays cautious on Nio (NIO) as $1B CB raise highlights liquidity needs</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\">\nBarclays cautious on Nio (NIO) as $1B CB raise highlights liquidity needs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-21 20:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=22184967><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Barclay reiterated an Equal Weight rating on Nio Inc. (NYSE: NIO) with a 12-month price target of $8.00 on the stock after the Chinese electric vehicle maker raised $1b in convertible bonds (CB) to ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=22184967\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","NIO.SI":"蔚来","BK4532":"文艺复兴科技持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4555":"新能源车","BK4509":"腾讯概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","CB":"安达保险","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4588":"碎股","BK4526":"热门中概股","NIO":"蔚来","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","09866":"蔚来-SW","BK4548":"巴美列捷福持仓","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","BK4107":"财产与意外伤害保险"},"source_url":"https://www.streetinsider.com/dr/news.php?id=22184967","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2369106071","content_text":"Barclay reiterated an Equal Weight rating on Nio Inc. (NYSE: NIO) with a 12-month price target of $8.00 on the stock after the Chinese electric vehicle maker raised $1b in convertible bonds (CB) to repay $720m in previously issued CBs that are either due or puttable in early 2024.NIO is facing an upcoming financial obligation with a $160 million convertible bond maturing, as well as an additional $560 million convertible bond that can be put back to the company on February 1, 2024, resulting in an expected cash outflow of $720 million in February 2024. Additionally, there is another $750 million convertible bond that can be put back to the company on February 1, 2025, meaning NIO is facing the repayment of $1.5 billion within the next 18 months.“We have highlighted our concerns around NIO’s liquidity in the past,” writes analyst Jiong Shao. “We consider this recent $1bn CB raise unlikely to be enough.”NIO has been burning through roughly 6 billion RMB (approximately $800 million) in cash each quarter, on average, over the past five quarters. As of the end of the second quarter, they had around 30 billion RMB in cash or cash equivalents, indicating they have enough cash to sustain their operations for about five more quarters.If the cash burn remains similar going forward, NIO may need to raise additional capital sometime in 2024.Shares of NIO are down 3.29% in pre-market trading Thursday morning.By Michael Elkins | [email protected]","news_type":1},"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":211236441149648,"gmtCreate":1692591775582,"gmtModify":1692591776914,"author":{"id":"3566775503291979","authorId":"3566775503291979","authorIdStr":"3566775503291979","name":"dun吨dun","avatar":"https://static.tigerbbs.com/15b4aeaf7219c2e2b9c1f980d422d3c1","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"马上就能解决产能问题，订单量没法持续了","listText":"马上就能解决产能问题，订单量没法持续了","text":"马上就能解决产能问题，订单量没法持续了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/211236441149648","repostId":"2361511966","repostType":2,"repost":{"id":"2361511966","pubTimestamp":1692577756,"share":"https://www.laohu8.com/m/news/2361511966?lang=&edition=full","pubTime":"2023-08-21 08:29","market":"us","language":"zh","title":"理想汽车连续两月交付超3万辆为蔚来1倍 月产能3.4万辆遇瓶颈有望10月解决","url":"https://stock-news.laohu8.com/highlight/detail?id=2361511966","media":"长江商报","summary":"而同期的理想汽车交付量达6.67万辆，为蔚来汽车的1.14倍。近日，蔚来汽车公布2023年7月交付量，共交付新车2.05万台，同比增长103.6%，环比增长91.1%，创历史新高。8月15日，理想汽车公布周销量数据，8月7日至13日销量0.72万辆。截至8月13日，理想汽车本月销量已达1.35万辆。显然，理想汽车月交付3.4万辆，是因为产能受到限制。","content":"<html><body><article><p>交付量持续攀升之下，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>也有“成长的烦恼”。</p><p>“三季度每个月产能极限是3.4万辆；瓶颈零部件的产能在10月份解决，常州工厂会在国庆放假期间升级改造支撑扩产”。8月15日，理想汽车（02015.HK、NASDAQ:LI）董事长兼CEO李想在评价当前交付量表现时说。</p><p>这番言论，对于其他造车新势力来说，就像是在“凡尔赛”。</p><p>近日，理想汽车公布2023年7月交付数据显示，其7月份交付新车3.41万辆，同比增长227.5%，位列造车新势力第一，并已连续两个月交付量突破三万辆。</p><p>如果仅计算6月和7月的累计交付量，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车达3.12万辆，已是一个不错的数据。而同期的理想汽车交付量达6.67万辆，为<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>汽车的1.14倍。</p><p>理想汽车似乎并不满足与同行比较，李想表示，公司在2024年努力超越宝马、奔驰、奥迪在中国区的销量，成为销量第一的<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌。</p><p>前7月交付17.33万辆</p><p>理想汽车董事长兼CEO李想曾说：“中国上百个新造车企业，如果最后只能活下来三家，我们努力让自己成为其中一家。”</p><p>2021年，理想汽车总交付量达9.05万辆，同比增长177.4%，在造车新势力中位列第二位。到2022年，理想汽车全年交付13.32万辆，同比增长47.2%，位居行业第三，但增速不及哪咤汽车的118%、 <a href=\"https://laohu8.com/S/09863\">零跑汽车</a> 的154%。</p><p>进入2023年，造车新势力“蔚小理”中，理想汽车本来仅排在第三位，如今却一骑绝尘。</p><p>长江商报记者发现，今年3月至5月，理想汽车交付量连续3个月突破了2万辆。</p><p>理想汽车表示：“销售规模的持续扩大，特别是纯电领域的加速落地，将为企业发展带来更大的空间，预计2023年三季度理想汽车月销将在3万辆基础上继续增长，到四季度挑战月交付4万辆的目标。”</p><p>理想汽车的预计正在实现，近日，理想汽车公布2023年7月交付数据显示，公司7月份交付新车3.41万辆，同比增长227.5%，位列造车新势力第一，并已连续两个月交付量突破三万辆。至此，理想汽车2023年前7月累计交付量已经达到17.33万辆。</p><p>李想表示，“我们于7月完成了第40万辆车的用户交付，成为国内首家取得这一成绩的新势力车企。理想L系列三款车型自去年6月相继发布以来，累计交付已经超过20万辆，并在二季度连续3个月蝉联30万元以上SUV销量冠军，持续领跑中国豪华汽车品牌市场。”</p><p>截至2023年7月31日，理想汽车在全国已有337家零售中心，覆盖128个城市；售后维修中心及授权钣喷中心323家，覆盖222个城市。</p><p>2023年第一季度财报显示，理想汽车营收187.9亿元，同比增长96.5%，环比增长6.4%。在营收大幅提升的背景下，理想汽车在2023年第一季度实现<span>净利润</span>9.3亿元。</p><p>对比之下，理想汽车交付量更显“霸气”。</p><p>数据显示，2023年前7月，蔚来汽车累计交付7.5万辆，列在造车新势力第二位。</p><p>近日，蔚来汽车公布2023年7月交付量，共交付新车2.05万台，同比增长103.6%，环比增长91.1%，创历史新高。</p><p>长江商报记者发现，这也是蔚来汽车继6月份销量环比增长75%，重新回归月销“万辆俱乐部”后，单月交付量首次突破2万辆。</p><p>如果仅计算6月和7月的总交付量，蔚来汽车达3.12万辆，已是一个不错的数据。而同期的理想汽车交付量达6.67万辆，为蔚来汽车的1.14倍。</p><p>立志成销量第一的豪华品牌</p><p>实际上，理想汽车7月份交付3.41万辆，并非其只能卖这么多车。</p><p>8月15日，理想汽车公布周销量数据，8月7日至13日销量0.72万辆。截至8月13日，理想汽车本月销量已达1.35万辆。</p><p>对于销量表现，李想说了三个要点：三季度每个月产能极限是3.4万辆/月；瓶颈零部件的产能在10月份解决，常州工厂会在国庆放假期间升级改造支撑扩产；每周交付量的波动因素有两个，一个是车型之间的调整（比如新增理想L9 Pro），另一个是私人出口外贸车的持续增量。</p><p>李想还总结说：“总之，三季度就是产多少交多少。”</p><p>显然，理想汽车月交付3.4万辆，是因为产能受到限制。李想的言语之间，对于其他造车新势力来说，好像更多的是在“凡尔赛”。</p><p>业绩方面，理想汽车交付上量后，也呈现出向好趋势。</p><p>近日，理想汽车披露了2023年第二季度财报，多项核心财务数据创下历史新高。</p><p>2023年第二季度，理想汽车实现总营收286.5亿元，同比增长228.1%，环比增长52.5%。其中，包括车辆销售收入279.7亿元（38.6亿美元），同比增长229.7%，环比增长52.6%；第二季度净利润为23.1亿元，去年同期净亏损为6.18亿元，环比第一季度增长147.4%。</p><p>2023年上半年，理想汽车实现营收474.4亿元，净利润为32.4亿元。</p><p>当前，理想汽车已经连续三个季度实现盈利，也是继 <a href=\"https://laohu8.com/S/002594\">比亚迪</a> 和 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 之后，第三家能够连续保持季度盈利的 新能源 汽车企业。</p><p>目前，全球新能源汽车行业，也只有上述三个公司跨越了生死线，实现自我造血。</p><p>不仅如此，理想汽车很有可能在2023年首次突破千亿营收，并且实现年度盈利。</p><p>此外，理想汽车第二季度毛利率达到21.8%。对比来看，特斯拉第二季度的毛利率为18.2%，较上年第二季度的25%出现了下滑。</p><p>同时，截至2023年6月30日，理想汽车公司现金储备达737.7亿元，强大的资金储备，为企业后续的发展提供了坚实后盾。</p><p>李想表示：“今年三季度，预计理想汽车的交付量有望达到10万辆至10.3万辆。今年，有信心超出年初内部制定的全年交付目标（36万辆）的10%—20%、突破千亿元人民币的营收目标；并在2024年努力超越宝马、奔驰、奥迪在中国区的销量，成为销量第一的豪华品牌。”</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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{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理想汽车连续两月交付超3万辆为蔚来1倍 月产能3.4万辆遇瓶颈有望10月解决\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-21 08:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082108380581faa76b&s=b><strong>长江商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>交付量持续攀升之下，理想汽车也有“成长的烦恼”。“三季度每个月产能极限是3.4万辆；瓶颈零部件的产能在10月份解决，常州工厂会在国庆放假期间升级改造支撑扩产”。8月15日，理想汽车（02015.HK、NASDAQ:LI）董事长兼CEO李想在评价当前交付量表现时说。这番言论，对于其他造车新势力来说，就像是在“凡尔赛”。近日，理想汽车公布2023年7月交付数据显示，其7月份交付新车3.41万辆，同比...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082108380581faa76b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4509":"腾讯概念","BK4588":"碎股","BK4526":"热门中概股","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK4503":"景林资产持仓","BK4548":"巴美列捷福持仓","BK4581":"高盛持仓","BK4505":"高瓴资本持仓","BK4563":"昨日强势股","09866":"蔚来-SW","NIO":"蔚来","02015":"理想汽车-W","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0052750758.USD":"富兰克林中国基金A Acc","BK4099":"汽车制造商","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4504":"桥水持仓","BK4532":"文艺复兴科技持仓","BK4555":"新能源车","BK4585":"ETF&股票定投概念","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","LI":"理想汽车","NIO.SI":"蔚来","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082108380581faa76b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2361511966","content_text":"交付量持续攀升之下，理想汽车也有“成长的烦恼”。“三季度每个月产能极限是3.4万辆；瓶颈零部件的产能在10月份解决，常州工厂会在国庆放假期间升级改造支撑扩产”。8月15日，理想汽车（02015.HK、NASDAQ:LI）董事长兼CEO李想在评价当前交付量表现时说。这番言论，对于其他造车新势力来说，就像是在“凡尔赛”。近日，理想汽车公布2023年7月交付数据显示，其7月份交付新车3.41万辆，同比增长227.5%，位列造车新势力第一，并已连续两个月交付量突破三万辆。如果仅计算6月和7月的累计交付量，蔚来汽车达3.12万辆，已是一个不错的数据。而同期的理想汽车交付量达6.67万辆，为蔚来汽车的1.14倍。理想汽车似乎并不满足与同行比较，李想表示，公司在2024年努力超越宝马、奔驰、奥迪在中国区的销量，成为销量第一的豪华品牌。前7月交付17.33万辆理想汽车董事长兼CEO李想曾说：“中国上百个新造车企业，如果最后只能活下来三家，我们努力让自己成为其中一家。”2021年，理想汽车总交付量达9.05万辆，同比增长177.4%，在造车新势力中位列第二位。到2022年，理想汽车全年交付13.32万辆，同比增长47.2%，位居行业第三，但增速不及哪咤汽车的118%、 零跑汽车 的154%。进入2023年，造车新势力“蔚小理”中，理想汽车本来仅排在第三位，如今却一骑绝尘。长江商报记者发现，今年3月至5月，理想汽车交付量连续3个月突破了2万辆。理想汽车表示：“销售规模的持续扩大，特别是纯电领域的加速落地，将为企业发展带来更大的空间，预计2023年三季度理想汽车月销将在3万辆基础上继续增长，到四季度挑战月交付4万辆的目标。”理想汽车的预计正在实现，近日，理想汽车公布2023年7月交付数据显示，公司7月份交付新车3.41万辆，同比增长227.5%，位列造车新势力第一，并已连续两个月交付量突破三万辆。至此，理想汽车2023年前7月累计交付量已经达到17.33万辆。李想表示，“我们于7月完成了第40万辆车的用户交付，成为国内首家取得这一成绩的新势力车企。理想L系列三款车型自去年6月相继发布以来，累计交付已经超过20万辆，并在二季度连续3个月蝉联30万元以上SUV销量冠军，持续领跑中国豪华汽车品牌市场。”截至2023年7月31日，理想汽车在全国已有337家零售中心，覆盖128个城市；售后维修中心及授权钣喷中心323家，覆盖222个城市。2023年第一季度财报显示，理想汽车营收187.9亿元，同比增长96.5%，环比增长6.4%。在营收大幅提升的背景下，理想汽车在2023年第一季度实现净利润9.3亿元。对比之下，理想汽车交付量更显“霸气”。数据显示，2023年前7月，蔚来汽车累计交付7.5万辆，列在造车新势力第二位。近日，蔚来汽车公布2023年7月交付量，共交付新车2.05万台，同比增长103.6%，环比增长91.1%，创历史新高。长江商报记者发现，这也是蔚来汽车继6月份销量环比增长75%，重新回归月销“万辆俱乐部”后，单月交付量首次突破2万辆。如果仅计算6月和7月的总交付量，蔚来汽车达3.12万辆，已是一个不错的数据。而同期的理想汽车交付量达6.67万辆，为蔚来汽车的1.14倍。立志成销量第一的豪华品牌实际上，理想汽车7月份交付3.41万辆，并非其只能卖这么多车。8月15日，理想汽车公布周销量数据，8月7日至13日销量0.72万辆。截至8月13日，理想汽车本月销量已达1.35万辆。对于销量表现，李想说了三个要点：三季度每个月产能极限是3.4万辆/月；瓶颈零部件的产能在10月份解决，常州工厂会在国庆放假期间升级改造支撑扩产；每周交付量的波动因素有两个，一个是车型之间的调整（比如新增理想L9 Pro），另一个是私人出口外贸车的持续增量。李想还总结说：“总之，三季度就是产多少交多少。”显然，理想汽车月交付3.4万辆，是因为产能受到限制。李想的言语之间，对于其他造车新势力来说，好像更多的是在“凡尔赛”。业绩方面，理想汽车交付上量后，也呈现出向好趋势。近日，理想汽车披露了2023年第二季度财报，多项核心财务数据创下历史新高。2023年第二季度，理想汽车实现总营收286.5亿元，同比增长228.1%，环比增长52.5%。其中，包括车辆销售收入279.7亿元（38.6亿美元），同比增长229.7%，环比增长52.6%；第二季度净利润为23.1亿元，去年同期净亏损为6.18亿元，环比第一季度增长147.4%。2023年上半年，理想汽车实现营收474.4亿元，净利润为32.4亿元。当前，理想汽车已经连续三个季度实现盈利，也是继 比亚迪 和 特斯拉 之后，第三家能够连续保持季度盈利的 新能源 汽车企业。目前，全球新能源汽车行业，也只有上述三个公司跨越了生死线，实现自我造血。不仅如此，理想汽车很有可能在2023年首次突破千亿营收，并且实现年度盈利。此外，理想汽车第二季度毛利率达到21.8%。对比来看，特斯拉第二季度的毛利率为18.2%，较上年第二季度的25%出现了下滑。同时，截至2023年6月30日，理想汽车公司现金储备达737.7亿元，强大的资金储备，为企业后续的发展提供了坚实后盾。李想表示：“今年三季度，预计理想汽车的交付量有望达到10万辆至10.3万辆。今年，有信心超出年初内部制定的全年交付目标（36万辆）的10%—20%、突破千亿元人民币的营收目标；并在2024年努力超越宝马、奔驰、奥迪在中国区的销量，成为销量第一的豪华品牌。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1112,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570785536335171","authorId":"3570785536335171","authorIdStr":"3570785536335171","name":"理想中的生活","avatar":"https://static.tigerbbs.com/65c479a9ad67b62f5e90c49862edbb4c","crmLevel":7,"crmLevelSwitch":1},"content":"先把产能问题解决了再说，订单能否持续现在下结论还早，毛利率这么高，以价换量也能把对手耗死","text":"先把产能问题解决了再说，订单能否持续现在下结论还早，毛利率这么高，以价换量也能把对手耗死","html":"先把产能问题解决了再说，订单能否持续现在下结论还早，毛利率这么高，以价换量也能把对手耗死"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":201942066155800,"gmtCreate":1690338293765,"gmtModify":1690338295110,"author":{"id":"3566775503291979","authorId":"3566775503291979","authorIdStr":"3566775503291979","name":"dun吨dun","avatar":"https://static.tigerbbs.com/15b4aeaf7219c2e2b9c1f980d422d3c1","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"这又是谁给钱写的文章，人家月交付马上2万了，又拿四五月份说事","listText":"这又是谁给钱写的文章，人家月交付马上2万了，又拿四五月份说事","text":"这又是谁给钱写的文章，人家月交付马上2万了，又拿四五月份说事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/201942066155800","repostId":"2354752315","repostType":2,"repost":{"id":"2354752315","pubTimestamp":1690290342,"share":"https://www.laohu8.com/m/news/2354752315?lang=&edition=full","pubTime":"2023-07-25 21:05","market":"us","language":"zh","title":"蔚来再次面临至暗时刻，全系车型降价自救","url":"https://stock-news.laohu8.com/highlight/detail?id=2354752315","media":"36氪","summary":"前一阵，蔚来官方发布了全系车型降价 3 万元的通知：降价后与降价前最大的区别是，降价后购买的车主不再享有终身免费换电的权益。蔚来财报02这主要是因为蔚来今年一季度正处于新老车型更替、青黄不接的阶段。所以，本次降价，或许是蔚来不得不做的一件事。本次降价与其说是降价，不如说是蔚来“售卖模式的变更”。如果改观依然不大的话，蔚来可能真的要进入第二次至暗时刻了。","content":"<html><body><article><p>前一阵，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>官方发布了全系车型降价 3 万元的通知：</p><img src=\"https://fid-75186.picgzc.qpic.cn/20230725212037087d201quzxrt2rj40\"/><p>降价后与降价前最大的区别是，降价后购买的车主不再享有终身免费换电的权益（每月 4 次）。</p><p>同时，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>还推出了“权益升级包”，价格为 3 万元，依然想拥有终身免费换电权益的新车主，可以选择加钱把这个权益买回来。</p><p>蔚来 CEO 李斌还在降价通知下留言说，这次调整是讨论了很久后作出的决定。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20230725212037730d201woz5uoxap4g\"/><p>降价的消息，引起了不少网友的群嘲，因为作为一个定位高端的汽车品牌，蔚来在价格政策上一直咬的很紧，李斌曾在一个节目中表示过自己不降价的决心，并且还做出了一个比喻：吃金枪鱼和吃鲫鱼，价格肯定不一样。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20230725212039751d201nbujsjklezg\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20230725212040894d201uo6yax6ad45\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20230725212043835d201qoerskzye4j\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20230725212049856d201e2kuk356l26\"/><p>01</p><p>从知危编辑部的角度来看，这其实没什么好嘲讽的，反而可以说明李斌还是很识时务的。</p><p>中国有句老话叫“人在屋檐下，不得不低头”。</p><p>而现在，蔚来就站在那个抬不起头的屋檐下。</p><p>上周五，蔚来发布了姗姗来迟的一季报。今年的前三个月，蔚来收入 106.8 亿元，同比只增长 8%。</p><p>从交付量上来看，蔚来第一季度总计交付 3.1 万辆车，不是很好看。</p><p>隔壁<a href=\"https://laohu8.com/S/LI\">理想汽车</a>，同期的交付数为 5.3 万辆，并且还一直处于强劲增长的状态，在刚刚过去的 5 月，理想汽车的月交付数据为 2.8 万辆。</p><p>也就是说，现在理想卖一个月，快要顶得上蔚来卖一个季度的量了。</p><p>不只是交付量相对于友商来讲疲软，蔚来的收入也开始疲软。第一季度这 3.1 万的交付数，虽然同比增长了 20.5%，但其汽车销售收入仅为 92.2 亿元，同比还下降了 0.2%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20230725212051643d20182lagkkfrtz\"/><p>而其他销售收入（充换电、车载软件、汽车维修保养等）方面的收入，则从 6.7 亿元增长到 14.5 亿元，翻倍的汽车服务收入，勉强托起蔚来的收入保持增长。</p><p>但，这不过是赔本赚吆喝罢了。</p><p>正常情况下，与剃须刀公司卖刀架不赚钱、靠刀片赚钱类似，车企服务类收入的毛利率应该比汽车销售收入的毛利率更高。</p><p>比如，今年一季度理想汽车“其他销售和服务”的毛利率为 45%，高于汽车销售业务 20%的毛利率。</p><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>整体的毛利率也高于汽车销售业务的毛利率。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20230725212052102d201snh8d7z5ont\"/><p>小鹏财报</p><p>而蔚来这边，一季度服务类收入毛利率为-21%，继续保持负数，低于汽车销售业务 5.1%的毛利率，导致最终整体毛利率只有 1.5%，收入连成本都快打不平了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20230725212052758d201l9gw8ic6lsx\"/><p>蔚来财报</p><p>02</p><p>这主要是因为蔚来今年一季度正处于新老车型更替、青黄不接的阶段。</p><p>一方面，蔚来的“ 866 ”老车型（ ES8、ES6、EC6 ）在逐渐停产清库存，去年四季度还产生了 10 个亿的“存货减值准备、生产设备加速折旧”损失。</p><p>另一方面，新车型 ET5、EC7 和 ES7 的生产销售正处于爬坡期，生产线调整升级导致成本同比增长 15.71%——这还是在一季度碳酸锂价格暴跌的情况下。</p><p>除了成本在增长，蔚来的研发费用、销售和行政费用也在继续狂飙，合计达到 55 亿元，同比增长 44%。最终，蔚来经调整（扣除股权激励和可转债价值变动的影响）后亏损 41.4 亿元，上市以来连续 19 个季度亏损。</p><p>分摊一下，相当于蔚来卖一辆车就亏 13 万。</p><p>而现阶段可以预见的是，蔚来的二季度业绩仍然不会好看。</p><p>从销量看，4 月和 5 月，蔚来单月分别交付 6658 辆和 6155 辆，月均不到 1 万的销量，使得各项成本费用无法大规模分摊。</p><p>而全新升级的新款 ES6 从 5 月下旬开始交付，ET5 Touring 和全新升级的 ES8 预期 6 月开始交付。</p><p>新车型虽然产品力相对更强（老款 ES6 是蔚来最畅销的 SUV，截至 2022 年底，ES6 累计交付 12.2 万辆，几乎贡献蔚来一半的销量，所以升级后的新 ES6 也不会差），但大概率会继续增大制造成本，而二季度碳酸锂的价格也开始触底反弹，从 19 万/吨上涨到了 30 万/吨左右，也会推高蔚来的制造成本。</p><p>所以蔚来的销量和利润，似乎短时间都得不到太大的改善。</p><p>蔚来账上有 148 亿<span>现金及现金等价物</span>、178 亿短期投资，意味着它手中比较灵活的钱有 326 亿。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20230725212054336d201idetpoqdido\"/><p>再看看似乎短时间不会有太大改观的销量和利润以及 40 多亿的单季亏损，蔚来的状态是有些紧张的，甚至可以被说成是即将面临第二次至暗时刻。</p><p>所以，本次降价，或许是蔚来不得不做的一件事。</p><p>本次降价与其说是降价，不如说是蔚来“售卖模式的变更”。过去，蔚来是把车辆和车辆相关服务打包售卖的，而现在的方案则是，把车价和车辆相关服务的价格拆分开，由用户自主选择是否要购买 3 万元的换电服务。</p><p>有些家充比较方便的车主，其实本来不需要花这 3 万块购买换电服务，但过去的售卖方式让他们不得不为这个不太用得上的服务花钱，影响了车主的购买决策。</p><p>车圈有一句话叫“没有差车，只有贵车”，现在，这些车主有了自行选择的权利，拿到实打实的 3 万块优惠，必然能促成一部分成交。</p><p>蔚来打出的这张牌，是一张好牌，而至于这能不能救得了蔚来，要再等几个月的销量数据才能看出答案。</p><p>如果改观依然不大的话，蔚来可能真的要进入第二次至暗时刻了。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来再次面临至暗时刻，全系车型降价自救\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-25 21:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023072521205783e25486&s=b><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>前一阵，蔚来官方发布了全系车型降价 3 万元的通知：降价后与降价前最大的区别是，降价后购买的车主不再享有终身免费换电的权益（每月 4 次）。同时，蔚来还推出了“权益升级包”，价格为 3 万元，依然想拥有终身免费换电权益的新车主，可以选择加钱把这个权益买回来。蔚来 CEO 李斌还在降价通知下留言说，这次调整是讨论了很久后作出的决定。降价的消息，引起了不少网友的群嘲，因为作为一个定位高端的汽车品牌，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023072521205783e25486&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"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","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK4509":"腾讯概念","NIO":"蔚来","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4588":"碎股","BK4526":"热门中概股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) 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0.2%。而其他销售收入（充换电、车载软件、汽车维修保养等）方面的收入，则从 6.7 亿元增长到 14.5 亿元，翻倍的汽车服务收入，勉强托起蔚来的收入保持增长。但，这不过是赔本赚吆喝罢了。正常情况下，与剃须刀公司卖刀架不赚钱、靠刀片赚钱类似，车企服务类收入的毛利率应该比汽车销售收入的毛利率更高。比如，今年一季度理想汽车“其他销售和服务”的毛利率为 45%，高于汽车销售业务 20%的毛利率。小鹏汽车整体的毛利率也高于汽车销售业务的毛利率。小鹏财报而蔚来这边，一季度服务类收入毛利率为-21%，继续保持负数，低于汽车销售业务 5.1%的毛利率，导致最终整体毛利率只有 1.5%，收入连成本都快打不平了。蔚来财报02这主要是因为蔚来今年一季度正处于新老车型更替、青黄不接的阶段。一方面，蔚来的“ 866 ”老车型（ ES8、ES6、EC6 ）在逐渐停产清库存，去年四季度还产生了 10 个亿的“存货减值准备、生产设备加速折旧”损失。另一方面，新车型 ET5、EC7 和 ES7 的生产销售正处于爬坡期，生产线调整升级导致成本同比增长 15.71%——这还是在一季度碳酸锂价格暴跌的情况下。除了成本在增长，蔚来的研发费用、销售和行政费用也在继续狂飙，合计达到 55 亿元，同比增长 44%。最终，蔚来经调整（扣除股权激励和可转债价值变动的影响）后亏损 41.4 亿元，上市以来连续 19 个季度亏损。分摊一下，相当于蔚来卖一辆车就亏 13 万。而现阶段可以预见的是，蔚来的二季度业绩仍然不会好看。从销量看，4 月和 5 月，蔚来单月分别交付 6658 辆和 6155 辆，月均不到 1 万的销量，使得各项成本费用无法大规模分摊。而全新升级的新款 ES6 从 5 月下旬开始交付，ET5 Touring 和全新升级的 ES8 预期 6 月开始交付。新车型虽然产品力相对更强（老款 ES6 是蔚来最畅销的 SUV，截至 2022 年底，ES6 累计交付 12.2 万辆，几乎贡献蔚来一半的销量，所以升级后的新 ES6 也不会差），但大概率会继续增大制造成本，而二季度碳酸锂的价格也开始触底反弹，从 19 万/吨上涨到了 30 万/吨左右，也会推高蔚来的制造成本。所以蔚来的销量和利润，似乎短时间都得不到太大的改善。蔚来账上有 148 亿现金及现金等价物、178 亿短期投资，意味着它手中比较灵活的钱有 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