牛市小哥的个人主页 - 老虎社区

牛市小哥

牛市小哥

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07-09

放心，我在200等你

2023-12-09

$特斯拉(TSLA)$ 246是啥情况啊，永远过不了的坎吗[财迷]

2023-10-20

$特斯拉(TSLA)$ 298见

2023-09-25

说说你对这篇新闻的看法...

抱歉，原内容已删除

2023-09-22

这篇文章不错，转发给大家看看

@刚刚骨干员工:$特斯拉(TSLA)$ 4680能量密度得到提升，model Y续航将提升！今天后半场就翻绿，下周狂飙

2023-09-01

$特斯拉(TSLA)$ 新车定价太高，

2023-09-01

这会不会是最后逃跑的机会了[微笑]

涨价2.8万！特斯拉新款Model 3发布：25.99万起售，四季度交付

2023-08-17

这篇文章不错，转发给大家看看

@华尔街打工人:$特斯拉(TSLA)$ 坚持住大家，不要卖，马上反弹了[财迷]

2023-06-08

$特斯拉(TSLA)$ 今天应该是要跌📉了

2023-01-07

$特斯拉(TSLA)$

去老虎APP查看更多动态

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data-views=\"0\"></v-v> 新车定价太高，","text":"$特斯拉(TSLA)$ 新车定价太高，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/215223689543744","isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":215211017105528,"gmtCreate":1693571579806,"gmtModify":1693574281715,"author":{"id":"3567145227531333","authorId":"3567145227531333","name":"牛市小哥","avatar":"https://static.tigerbbs.com/fb08e039f9969587b87b85dfec855ffe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567145227531333","authorIdStr":"3567145227531333"},"themes":[],"htmlText":"这会不会是最后逃跑的机会了[微笑]&nbsp;","listText":"这会不会是最后逃跑的机会了[微笑]&nbsp;","text":"这会不会是最后逃跑的机会了[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/215211017105528","repostId":"1159155153","repostType":2,"repost":{"id":"1159155153","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":1693529959,"share":"https://www.laohu8.com/m/news/1159155153?lang=&edition=full","pubTime":"2023-09-01 08:59","market":"us","language":"zh","title":"涨价2.8万！特斯拉新款Model 3发布：25.99万起售，四季度交付","url":"https://stock-news.laohu8.com/highlight/detail?id=1159155153","media":"老虎资讯综合","summary":"特斯拉中国官网显示，Model 3焕新版正式上市，这是Model 3车型6年来的首次更新，后轮驱动Model 3焕新版价格259900起。","content":"<html><head></head><body><p>9月1日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国宣布，新款Model 3上市，售价259900元起，预计今年第四季度交付。这是特斯拉Model 3上市以来首次改款，Model 3焕新版后驱25.99万元，长续航29.59万元，起售价较此前提高2.8万元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36b65380eead924efc53b31d289a201a\" title=\"\" tg-width=\"806\" tg-height=\"1340\"/></p><p><br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1e186d5dd37faea5ba5c79cf994ac19\" title=\"\" tg-width=\"1489\" tg-height=\"683\"/></p><blockquote><p><strong>相关阅读：</strong></p></blockquote><p><strong>特斯拉新款Model 3，真的来了！</strong></p><p>燃油车时代，一台车卖了六年进行改款，是再正常不过的现象。如果销量不错，这台车还会额外获得“常青树”的美誉。</p><p style=\"text-align: justify;\">但在电动车时代，一台车卖了六年才改款，这家公司会直接和“不思进取”、“胸无大志”划上等号，这台车也会被大家无情嘲笑成<strong>“老古董”</strong>。</p><p style=\"text-align: justify;\">不过，如果这家公司是由“显眼包”埃隆·马斯克创立的特斯拉；如果这台车是影响了整个世界汽车工业进程的Model 3，就另当别论了。</p><p>因为即便放到今天，2016年4月1日发布的现款特斯拉Model 3，虽然在部分技术领域不够领先，但都完全不妨碍它依然是一台<strong>战力爆表的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车</strong>。</p><p style=\"text-align: justify;\">旧款都还这么能打，新款会不会直接上天？</p><p style=\"text-align: justify;\">全世界人民对改款后Model 3的期待值，拉得可谓是一天比一天满。</p><p style=\"text-align: justify;\">终于，特斯拉在本周五（9月1日），正式发布新款Model 3</p><p>首先，Model 3的这次改款，对特斯拉来说，是一场不允许出现任何失误的战斗。这次改款凝结了特斯拉过去十六年通过创新，积累下的数十项技术成果，是所有特斯拉在售车型中，最举足轻重的一次革新。</p><p style=\"text-align: justify;\">在外观造型上，新款Model 3会改用造型更加狭长的矩阵式LED大灯，前脸整体风格会从现款的“懵懂呆萌”，转变为<strong>“凌厉干练”</strong>，旨在突出Model 3强悍的性能表现。尾灯结构有所改变，转向灯的位置转移到右上角。其它变化包括采用流媒体后视镜、全新样式的多幅铝合金轮圈和全新造型的前保险杠等。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae2596f5d28018dd753f6c243589b5bb\" title=\"\" tg-width=\"800\" tg-height=\"678\"/></p><p style=\"text-align: justify;\">值得注意的是，新款Model 3的前保险杠上，增加了前置摄像头。比较有趣的是，新款Model 3的灯组构成中，没有出现易辨认的单独雾灯设计，这不禁让人猜想，雾灯是不是已经被马斯克完全淘汰。</p><p style=\"text-align: justify;\">一位见过新款Model 3实车的海外博主表示，改款后的Model 3外形吸引力不亚于Model S，尤其是新的大灯组设计。</p><p style=\"text-align: justify;\">在内饰设计上，新款Model 3会从“毛坯房”，进化为“毛坯房2.0”，位于方向盘后侧的转向灯拨杆被取消，转向灯功能被集中在方向盘本体上。怀挡杆也被取消，换挡功能被集成在中控屏上，与新款Model S一样，通过触摸完成挡位切换。在倒车时，后视镜会出现“R”字母。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3cfc36f021aea3d279ff62032f970fe7\" title=\"\" tg-width=\"1000\" tg-height=\"483\"/></p><p style=\"text-align: justify;\">因为加入了线控转向，新款Model 3支持Yoke轭式方向盘，其它一些革新包括：加入座椅通风功能、增加车内RGB氛围灯、新的液晶仪表盘、新的中控屏幕（Model S Plaid同款17英寸）、支持<a href=\"https://laohu8.com/S/DLB\">杜比</a>全景声的新音响系统、取消木质仪表盘外框架，改用Alcantara、碳纤维或拉丝金属材质。</p><p style=\"text-align: justify;\">在动力水平上，新款Model 3后驱版的电池容量从60度提升至66度，CLTC续航里程会相应提升到610公里（现款为556公里）。高性能版会换装<a href=\"https://laohu8.com/S/300750\">宁德时代</a>生产的Model 3 Performance的磷酸锰铁锂电池，容量由78.4度降低为72度，<strong>这是宁德时代磷酸锰铁锂电池的首次亮相。</strong></p><p style=\"text-align: justify;\">在备受关注的智能驾驶硬件上，新款Model 3没有如猜想中那样，采用Model Y同款的HW4.0硬件，而是沿用了HW3.5。也没有增加4D毫米波雷达，而是一口气“移除了所有雷达”，包括超声波雷达和毫米波雷达，<strong>完全依靠Tesla Vision辅助驾驶方案</strong>，坚定地走在“纯视觉”路线上不回头。</p><p style=\"text-align: justify;\">对于这种做法，高情商的说法是<strong>“特斯拉的纯视觉，那指定不一样”</strong>，低情商的说法是<strong>“马斯克，这男人可真抠啊”</strong>。</p><p style=\"text-align: justify;\">综合来看，新款Model3的这次改款，在创新和颠覆程度上，不亚于中国车企“换代式改款”的强度，外观、内饰、动力、智能，一个都没拉下。</p><p style=\"text-align: center;\"><strong><em>用户期待什么</em></strong></p><p style=\"text-align: justify;\">与科技爱好者关心的纬度不同，普通用户对新款Model 3最大的期待是：<strong>便宜点，再便宜点。</strong></p><p style=\"text-align: justify;\">从2016年上市到2022年，特斯拉一直在努力降低Model 3的生产成本，并且已经做到至少30%的降本幅度。2019年上市时，Model 3的起步售价是32.8万元，最贵的时候要卖到35.58万元，最低时候只要22.99万元。到如今的23.19万元，Model 3的起步价格已经降低了近10万元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/918b8a446fe0736f20ec1cfec5d6f2e0\" title=\"\" tg-width=\"871\" tg-height=\"788\"/></p><p style=\"text-align: justify;\">但很显然，大家都盼望新款Model 3的起步售价，能低于20万元。</p><p style=\"text-align: justify;\">这也不是全无可能。</p><p style=\"text-align: justify;\">首先，新款Model 3采用了降本增效神器——一<strong>体化铸造工艺。</strong></p><p style=\"text-align: justify;\">我们知道，传统车企的车架是由多个小尺寸钣金冲压件，被人或<a href=\"https://laohu8.com/S/300024\">机器人</a>用焊接、胶接的方式连接在一起，但一体化铸造是把车架上的多个零件集成为单一整体，只用一次铸造就能全部成型，大幅精简供应链的同时，大幅提升生产效率，缩短建造时间、工厂占地、加工成本和机器人数量，从而实现超出想象的降本。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/327d03a9361d9721455cd82e2bec7de5\" title=\"\" tg-width=\"320\" tg-height=\"178\"/></p><p style=\"text-align: justify;\">其次，新款Model 3缩短了整车线束长度，节约了大量线束成本。截至目前，特斯拉尚未公布Model 3线束长度的具体数据，我们只能用现款Model Y的线束长度作为参考，这个数字是：100米，远短于Model S的3公里和Model X的5公里。</p><p style=\"text-align: justify;\">最后，前文提到，新款Model 3移除了所有雷达，即1颗毫米波雷达和12颗超声波雷达。如果毫米波雷达成本按1500元计算，超声波雷达系统成本按150元计算，新款Model 3单雷达这一项，就缩减了至少<strong>3300元</strong>的成本。</p><p style=\"text-align: justify;\">如果新款Model 3的起步售价是19.99万，那意味着只要在现款23.19万元的基础上，减掉3.2万元的成本，这对用六年缩减10万元成本的马斯克来说，只要多在工厂里干几个通宵，说不定就成了。</p><p style=\"text-align: center;\"><strong><em>在中国，还能打吗？</em></strong></p><p style=\"text-align: justify;\">从特斯拉2020年1月开始全面交付国产Model 3以来，一柄达摩克利斯之剑始终高悬在各大中国品牌头上：<strong>只要国产Model 3进入20万元区间，那大家都得死，谁也逃不掉。</strong></p><p style=\"text-align: justify;\">这样的说法，不完全正确。</p><p style=\"text-align: justify;\">我们用乘联会的数据说话：2020年，国产Model 3的总交付量为13.7万台；2021年，国产Model 3的总交付量为15.1万台；2022年，国产Model 3的总交付量为12.4万台。</p><p style=\"text-align: justify;\">从状态上看，国产Model 3依然热销，但去年的热度相比2020年和2021年，已经有明显衰退。</p><p style=\"text-align: justify;\">今年一开年，特斯拉就率先打响了2023年电动汽车价格战的第一枪，直接国产Model 3的起售价降到22.99万元，但对销量的实际促进作用，相当有限，除了3月和6月过了2万台，其余月份都在1万台附近徘徊，全然没有了此前月均2万起步的姿态。</p><p style=\"text-align: justify;\">也就是说，<strong>现款国产Model 3就算再降价，也恐怕卖不动了。</strong></p><p style=\"text-align: justify;\">主要原因有两个：</p><p style=\"text-align: justify;\"><strong>第一，</strong>大家在等新款Model 3，除了想低价抄底库存车，或者非常着急用车的人，基本都会持币观望；</p><p style=\"text-align: justify;\"><strong>第二，</strong>中国品牌的同级别车型开始发力，大幅挤压了Model 3的生存空间。比如<a href=\"https://laohu8.com/S/002594\">比亚迪</a>海豹，用一年时间实现了10万台销量。再加上小鹏P7、比亚迪汉、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>ET5等中国品牌车型，联手对Model 3施加了压力。</p><p style=\"text-align: justify;\">在2019年，中国电动车市场的一片蓝海中，没什么对手的特斯拉Model 3大杀四方，这确实是情理之中。</p><p style=\"text-align: justify;\">而今天，中国电动车市场已经变成一片红海，中国品牌的崛起肉眼可见，特斯拉Model 3改款后要打的仗，是一场既分胜负，也决生死的惨烈<strong>白刃战。</strong></p><p style=\"text-align: center;\"><strong><em>写在最后</em></strong></p><p style=\"text-align: justify;\">作为世界上最畅销的纯电轿车，Model 3是一座技术富矿，是特斯拉创新精神的最佳载体，是这个细分市场内毋庸置疑的标杆，更是<strong>所有中<a href=\"https://laohu8.com/S/600617\">国新能源</a>品牌终身学习的对象。</strong></p><p style=\"text-align: justify;\">在这次改款后，我们将有极大可能见到20万以内的Model 3。面对来势汹汹想用价格武器夺回失地的特斯拉，不知道以比亚迪为代表的中国品牌们，准备好了吗？</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>涨价2.8万！特斯拉新款Model 3发布：25.99万起售，四季度交付</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涨价2.8万！特斯拉新款Model 3发布：25.99万起售，四季度交付\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-09-01 08:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月1日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国宣布，新款Model 3上市，售价259900元起，预计今年第四季度交付。这是特斯拉Model 3上市以来首次改款，Model 3焕新版后驱25.99万元，长续航29.59万元，起售价较此前提高2.8万元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36b65380eead924efc53b31d289a201a\" title=\"\" tg-width=\"806\" tg-height=\"1340\"/></p><p><br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1e186d5dd37faea5ba5c79cf994ac19\" title=\"\" tg-width=\"1489\" tg-height=\"683\"/></p><blockquote><p><strong>相关阅读：</strong></p></blockquote><p><strong>特斯拉新款Model 3，真的来了！</strong></p><p>燃油车时代，一台车卖了六年进行改款，是再正常不过的现象。如果销量不错，这台车还会额外获得“常青树”的美誉。</p><p style=\"text-align: justify;\">但在电动车时代，一台车卖了六年才改款，这家公司会直接和“不思进取”、“胸无大志”划上等号，这台车也会被大家无情嘲笑成<strong>“老古董”</strong>。</p><p style=\"text-align: justify;\">不过，如果这家公司是由“显眼包”埃隆·马斯克创立的特斯拉；如果这台车是影响了整个世界汽车工业进程的Model 3，就另当别论了。</p><p>因为即便放到今天，2016年4月1日发布的现款特斯拉Model 3，虽然在部分技术领域不够领先，但都完全不妨碍它依然是一台<strong>战力爆表的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车</strong>。</p><p style=\"text-align: justify;\">旧款都还这么能打，新款会不会直接上天？</p><p style=\"text-align: justify;\">全世界人民对改款后Model 3的期待值，拉得可谓是一天比一天满。</p><p style=\"text-align: justify;\">终于，特斯拉在本周五（9月1日），正式发布新款Model 3</p><p>首先，Model 3的这次改款，对特斯拉来说，是一场不允许出现任何失误的战斗。这次改款凝结了特斯拉过去十六年通过创新，积累下的数十项技术成果，是所有特斯拉在售车型中，最举足轻重的一次革新。</p><p style=\"text-align: justify;\">在外观造型上，新款Model 3会改用造型更加狭长的矩阵式LED大灯，前脸整体风格会从现款的“懵懂呆萌”，转变为<strong>“凌厉干练”</strong>，旨在突出Model 3强悍的性能表现。尾灯结构有所改变，转向灯的位置转移到右上角。其它变化包括采用流媒体后视镜、全新样式的多幅铝合金轮圈和全新造型的前保险杠等。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae2596f5d28018dd753f6c243589b5bb\" title=\"\" tg-width=\"800\" tg-height=\"678\"/></p><p style=\"text-align: justify;\">值得注意的是，新款Model 3的前保险杠上，增加了前置摄像头。比较有趣的是，新款Model 3的灯组构成中，没有出现易辨认的单独雾灯设计，这不禁让人猜想，雾灯是不是已经被马斯克完全淘汰。</p><p style=\"text-align: justify;\">一位见过新款Model 3实车的海外博主表示，改款后的Model 3外形吸引力不亚于Model S，尤其是新的大灯组设计。</p><p style=\"text-align: justify;\">在内饰设计上，新款Model 3会从“毛坯房”，进化为“毛坯房2.0”，位于方向盘后侧的转向灯拨杆被取消，转向灯功能被集中在方向盘本体上。怀挡杆也被取消，换挡功能被集成在中控屏上，与新款Model S一样，通过触摸完成挡位切换。在倒车时，后视镜会出现“R”字母。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3cfc36f021aea3d279ff62032f970fe7\" title=\"\" tg-width=\"1000\" tg-height=\"483\"/></p><p style=\"text-align: justify;\">因为加入了线控转向，新款Model 3支持Yoke轭式方向盘，其它一些革新包括：加入座椅通风功能、增加车内RGB氛围灯、新的液晶仪表盘、新的中控屏幕（Model S Plaid同款17英寸）、支持<a href=\"https://laohu8.com/S/DLB\">杜比</a>全景声的新音响系统、取消木质仪表盘外框架，改用Alcantara、碳纤维或拉丝金属材质。</p><p style=\"text-align: justify;\">在动力水平上，新款Model 3后驱版的电池容量从60度提升至66度，CLTC续航里程会相应提升到610公里（现款为556公里）。高性能版会换装<a href=\"https://laohu8.com/S/300750\">宁德时代</a>生产的Model 3 Performance的磷酸锰铁锂电池，容量由78.4度降低为72度，<strong>这是宁德时代磷酸锰铁锂电池的首次亮相。</strong></p><p style=\"text-align: justify;\">在备受关注的智能驾驶硬件上，新款Model 3没有如猜想中那样，采用Model Y同款的HW4.0硬件，而是沿用了HW3.5。也没有增加4D毫米波雷达，而是一口气“移除了所有雷达”，包括超声波雷达和毫米波雷达，<strong>完全依靠Tesla Vision辅助驾驶方案</strong>，坚定地走在“纯视觉”路线上不回头。</p><p style=\"text-align: justify;\">对于这种做法，高情商的说法是<strong>“特斯拉的纯视觉，那指定不一样”</strong>，低情商的说法是<strong>“马斯克，这男人可真抠啊”</strong>。</p><p style=\"text-align: justify;\">综合来看，新款Model3的这次改款，在创新和颠覆程度上，不亚于中国车企“换代式改款”的强度，外观、内饰、动力、智能，一个都没拉下。</p><p style=\"text-align: center;\"><strong><em>用户期待什么</em></strong></p><p style=\"text-align: justify;\">与科技爱好者关心的纬度不同，普通用户对新款Model 3最大的期待是：<strong>便宜点，再便宜点。</strong></p><p style=\"text-align: justify;\">从2016年上市到2022年，特斯拉一直在努力降低Model 3的生产成本，并且已经做到至少30%的降本幅度。2019年上市时，Model 3的起步售价是32.8万元，最贵的时候要卖到35.58万元，最低时候只要22.99万元。到如今的23.19万元，Model 3的起步价格已经降低了近10万元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/918b8a446fe0736f20ec1cfec5d6f2e0\" title=\"\" tg-width=\"871\" tg-height=\"788\"/></p><p style=\"text-align: justify;\">但很显然，大家都盼望新款Model 3的起步售价，能低于20万元。</p><p style=\"text-align: justify;\">这也不是全无可能。</p><p style=\"text-align: justify;\">首先，新款Model 3采用了降本增效神器——一<strong>体化铸造工艺。</strong></p><p style=\"text-align: justify;\">我们知道，传统车企的车架是由多个小尺寸钣金冲压件，被人或<a href=\"https://laohu8.com/S/300024\">机器人</a>用焊接、胶接的方式连接在一起，但一体化铸造是把车架上的多个零件集成为单一整体，只用一次铸造就能全部成型，大幅精简供应链的同时，大幅提升生产效率，缩短建造时间、工厂占地、加工成本和机器人数量，从而实现超出想象的降本。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/327d03a9361d9721455cd82e2bec7de5\" title=\"\" tg-width=\"320\" tg-height=\"178\"/></p><p style=\"text-align: justify;\">其次，新款Model 3缩短了整车线束长度，节约了大量线束成本。截至目前，特斯拉尚未公布Model 3线束长度的具体数据，我们只能用现款Model Y的线束长度作为参考，这个数字是：100米，远短于Model S的3公里和Model X的5公里。</p><p style=\"text-align: justify;\">最后，前文提到，新款Model 3移除了所有雷达，即1颗毫米波雷达和12颗超声波雷达。如果毫米波雷达成本按1500元计算，超声波雷达系统成本按150元计算，新款Model 3单雷达这一项，就缩减了至少<strong>3300元</strong>的成本。</p><p style=\"text-align: justify;\">如果新款Model 3的起步售价是19.99万，那意味着只要在现款23.19万元的基础上，减掉3.2万元的成本，这对用六年缩减10万元成本的马斯克来说，只要多在工厂里干几个通宵，说不定就成了。</p><p style=\"text-align: center;\"><strong><em>在中国，还能打吗？</em></strong></p><p style=\"text-align: justify;\">从特斯拉2020年1月开始全面交付国产Model 3以来，一柄达摩克利斯之剑始终高悬在各大中国品牌头上：<strong>只要国产Model 3进入20万元区间，那大家都得死，谁也逃不掉。</strong></p><p style=\"text-align: justify;\">这样的说法，不完全正确。</p><p style=\"text-align: justify;\">我们用乘联会的数据说话：2020年，国产Model 3的总交付量为13.7万台；2021年，国产Model 3的总交付量为15.1万台；2022年，国产Model 3的总交付量为12.4万台。</p><p style=\"text-align: justify;\">从状态上看，国产Model 3依然热销，但去年的热度相比2020年和2021年，已经有明显衰退。</p><p style=\"text-align: justify;\">今年一开年，特斯拉就率先打响了2023年电动汽车价格战的第一枪，直接国产Model 3的起售价降到22.99万元，但对销量的实际促进作用，相当有限，除了3月和6月过了2万台，其余月份都在1万台附近徘徊，全然没有了此前月均2万起步的姿态。</p><p style=\"text-align: justify;\">也就是说，<strong>现款国产Model 3就算再降价，也恐怕卖不动了。</strong></p><p style=\"text-align: justify;\">主要原因有两个：</p><p style=\"text-align: justify;\"><strong>第一，</strong>大家在等新款Model 3，除了想低价抄底库存车，或者非常着急用车的人，基本都会持币观望；</p><p style=\"text-align: justify;\"><strong>第二，</strong>中国品牌的同级别车型开始发力，大幅挤压了Model 3的生存空间。比如<a href=\"https://laohu8.com/S/002594\">比亚迪</a>海豹，用一年时间实现了10万台销量。再加上小鹏P7、比亚迪汉、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>ET5等中国品牌车型，联手对Model 3施加了压力。</p><p style=\"text-align: justify;\">在2019年，中国电动车市场的一片蓝海中，没什么对手的特斯拉Model 3大杀四方，这确实是情理之中。</p><p style=\"text-align: justify;\">而今天，中国电动车市场已经变成一片红海，中国品牌的崛起肉眼可见，特斯拉Model 3改款后要打的仗，是一场既分胜负，也决生死的惨烈<strong>白刃战。</strong></p><p style=\"text-align: center;\"><strong><em>写在最后</em></strong></p><p style=\"text-align: justify;\">作为世界上最畅销的纯电轿车，Model 3是一座技术富矿，是特斯拉创新精神的最佳载体，是这个细分市场内毋庸置疑的标杆，更是<strong>所有中<a href=\"https://laohu8.com/S/600617\">国新能源</a>品牌终身学习的对象。</strong></p><p style=\"text-align: justify;\">在这次改款后，我们将有极大可能见到20万以内的Model 3。面对来势汹汹想用价格武器夺回失地的特斯拉，不知道以比亚迪为代表的中国品牌们，准备好了吗？</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1e186d5dd37faea5ba5c79cf994ac19","relate_stocks":{"LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4581":"高盛持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4099":"汽车制造商","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4585":"ETF&股票定投概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159155153","content_text":"9月1日，特斯拉中国宣布，新款Model 3上市，售价259900元起，预计今年第四季度交付。这是特斯拉Model 3上市以来首次改款，Model 3焕新版后驱25.99万元，长续航29.59万元，起售价较此前提高2.8万元。相关阅读：特斯拉新款Model 3，真的来了！燃油车时代，一台车卖了六年进行改款，是再正常不过的现象。如果销量不错，这台车还会额外获得“常青树”的美誉。但在电动车时代，一台车卖了六年才改款，这家公司会直接和“不思进取”、“胸无大志”划上等号，这台车也会被大家无情嘲笑成“老古董”。不过，如果这家公司是由“显眼包”埃隆·马斯克创立的特斯拉；如果这台车是影响了整个世界汽车工业进程的Model 3，就另当别论了。因为即便放到今天，2016年4月1日发布的现款特斯拉Model 3，虽然在部分技术领域不够领先，但都完全不妨碍它依然是一台战力爆表的智能电动汽车。旧款都还这么能打，新款会不会直接上天？全世界人民对改款后Model 3的期待值，拉得可谓是一天比一天满。终于，特斯拉在本周五（9月1日），正式发布新款Model 3首先，Model 3的这次改款，对特斯拉来说，是一场不允许出现任何失误的战斗。这次改款凝结了特斯拉过去十六年通过创新，积累下的数十项技术成果，是所有特斯拉在售车型中，最举足轻重的一次革新。在外观造型上，新款Model 3会改用造型更加狭长的矩阵式LED大灯，前脸整体风格会从现款的“懵懂呆萌”，转变为“凌厉干练”，旨在突出Model 3强悍的性能表现。尾灯结构有所改变，转向灯的位置转移到右上角。其它变化包括采用流媒体后视镜、全新样式的多幅铝合金轮圈和全新造型的前保险杠等。值得注意的是，新款Model 3的前保险杠上，增加了前置摄像头。比较有趣的是，新款Model 3的灯组构成中，没有出现易辨认的单独雾灯设计，这不禁让人猜想，雾灯是不是已经被马斯克完全淘汰。一位见过新款Model 3实车的海外博主表示，改款后的Model 3外形吸引力不亚于Model S，尤其是新的大灯组设计。在内饰设计上，新款Model 3会从“毛坯房”，进化为“毛坯房2.0”，位于方向盘后侧的转向灯拨杆被取消，转向灯功能被集中在方向盘本体上。怀挡杆也被取消，换挡功能被集成在中控屏上，与新款Model S一样，通过触摸完成挡位切换。在倒车时，后视镜会出现“R”字母。因为加入了线控转向，新款Model 3支持Yoke轭式方向盘，其它一些革新包括：加入座椅通风功能、增加车内RGB氛围灯、新的液晶仪表盘、新的中控屏幕（Model S Plaid同款17英寸）、支持杜比全景声的新音响系统、取消木质仪表盘外框架，改用Alcantara、碳纤维或拉丝金属材质。在动力水平上，新款Model 3后驱版的电池容量从60度提升至66度，CLTC续航里程会相应提升到610公里（现款为556公里）。高性能版会换装宁德时代生产的Model 3 Performance的磷酸锰铁锂电池，容量由78.4度降低为72度，这是宁德时代磷酸锰铁锂电池的首次亮相。在备受关注的智能驾驶硬件上，新款Model 3没有如猜想中那样，采用Model Y同款的HW4.0硬件，而是沿用了HW3.5。也没有增加4D毫米波雷达，而是一口气“移除了所有雷达”，包括超声波雷达和毫米波雷达，完全依靠Tesla Vision辅助驾驶方案，坚定地走在“纯视觉”路线上不回头。对于这种做法，高情商的说法是“特斯拉的纯视觉，那指定不一样”，低情商的说法是“马斯克，这男人可真抠啊”。综合来看，新款Model3的这次改款，在创新和颠覆程度上，不亚于中国车企“换代式改款”的强度，外观、内饰、动力、智能，一个都没拉下。用户期待什么与科技爱好者关心的纬度不同，普通用户对新款Model 3最大的期待是：便宜点，再便宜点。从2016年上市到2022年，特斯拉一直在努力降低Model 3的生产成本，并且已经做到至少30%的降本幅度。2019年上市时，Model 3的起步售价是32.8万元，最贵的时候要卖到35.58万元，最低时候只要22.99万元。到如今的23.19万元，Model 3的起步价格已经降低了近10万元。但很显然，大家都盼望新款Model 3的起步售价，能低于20万元。这也不是全无可能。首先，新款Model 3采用了降本增效神器——一体化铸造工艺。我们知道，传统车企的车架是由多个小尺寸钣金冲压件，被人或机器人用焊接、胶接的方式连接在一起，但一体化铸造是把车架上的多个零件集成为单一整体，只用一次铸造就能全部成型，大幅精简供应链的同时，大幅提升生产效率，缩短建造时间、工厂占地、加工成本和机器人数量，从而实现超出想象的降本。其次，新款Model 3缩短了整车线束长度，节约了大量线束成本。截至目前，特斯拉尚未公布Model 3线束长度的具体数据，我们只能用现款Model Y的线束长度作为参考，这个数字是：100米，远短于Model S的3公里和Model X的5公里。最后，前文提到，新款Model 3移除了所有雷达，即1颗毫米波雷达和12颗超声波雷达。如果毫米波雷达成本按1500元计算，超声波雷达系统成本按150元计算，新款Model 3单雷达这一项，就缩减了至少3300元的成本。如果新款Model 3的起步售价是19.99万，那意味着只要在现款23.19万元的基础上，减掉3.2万元的成本，这对用六年缩减10万元成本的马斯克来说，只要多在工厂里干几个通宵，说不定就成了。在中国，还能打吗？从特斯拉2020年1月开始全面交付国产Model 3以来，一柄达摩克利斯之剑始终高悬在各大中国品牌头上：只要国产Model 3进入20万元区间，那大家都得死，谁也逃不掉。这样的说法，不完全正确。我们用乘联会的数据说话：2020年，国产Model 3的总交付量为13.7万台；2021年，国产Model 3的总交付量为15.1万台；2022年，国产Model 3的总交付量为12.4万台。从状态上看，国产Model 3依然热销，但去年的热度相比2020年和2021年，已经有明显衰退。今年一开年，特斯拉就率先打响了2023年电动汽车价格战的第一枪，直接国产Model 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10:57","market":"other","language":"zh","title":"消息称特斯拉扩建奥斯汀工厂，员工或增至6万","url":"https://stock-news.laohu8.com/highlight/detail?id=2370394762","media":"环球市场播报","summary":"据当地媒体报道，$特斯拉 $正在扩建其位于德克萨斯州奥斯汀的超级工厂，目标是雇佣至多6万名员工，较目前增加几倍，为大批量生产Cybertruck电动皮卡做准备。截至去年年底，奥斯汀超级工厂雇佣了超过1.2万名员工。该报道称，自那以来，特斯拉在奥斯汀地区的员工数量已经超过2万，并有望进一步增长。目前，特斯拉的招聘页面显示了奥斯汀工厂的大量空缺职位，包括财务、建筑和设施、充电、供应链、销售和客户支持等部门的职位。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e36aca78618a0db3974e515d70bcabe9\" tg-width=\"550\" tg-height=\"321\"/></p><p>据当地媒体报道，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>正在扩建其位于德克萨斯州奥斯汀的超级工厂，目标是雇佣至多6万名员工，较目前增加几倍，为大批量生产Cybertruck电动皮卡做准备。</p><p>《奥斯汀商业日报》援引特斯拉奥斯汀工厂生产总监杰森·肖恩（Jason Shawhan）的话报道了这一消息。</p><p>截至去年年底，奥斯汀超级工厂雇佣了超过1.2万名员工。该报道称，自那以来，特斯拉在奥斯汀地区的员工数量已经超过2万，并有望进一步增长。</p><p>特斯拉还启动了基础设施建设，以促进这一扩张，首先是建设一个更大的停车场。</p><p>今年7月，第一辆Cybertruck在奥斯汀工厂的生产线上下线。在今年5月初的年度股东大会上，马斯克确认，Cybertruck的交付活动将于今年晚些时候举行。他补充说，这将是他日常驾驶的汽车，一旦生产全面展开，他预计每年将销售25万至50万辆。</p><p>目前，特斯拉的招聘页面显示了奥斯汀工厂的大量空缺职位，包括财务、建筑和设施、充电、供应链、销售和客户支持等部门的职位。</p></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\" />\n<title>消息称特斯拉扩建奥斯汀工厂，员工或增至6万</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消息称特斯拉扩建奥斯汀工厂，员工或增至6万\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-25 10:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2023-09-25/doc-imznwtpk4587726.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据当地媒体报道，特斯拉正在扩建其位于德克萨斯州奥斯汀的超级工厂，目标是雇佣至多6万名员工，较目前增加几倍，为大批量生产Cybertruck电动皮卡做准备。《奥斯汀商业日报》援引特斯拉奥斯汀工厂生产总监杰森·肖恩（Jason Shawhan）的话报道了这一消息。截至去年年底，奥斯汀超级工厂雇佣了超过1.2万名员工。该报道称，自那以来，特斯拉在奥斯汀地区的员工数量已经超过2万，并有望进一步增长。特斯拉...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-09-25/doc-imznwtpk4587726.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e36aca78618a0db3974e515d70bcabe9","relate_stocks":{"LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","TSLA":"特斯拉","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4527":"明星科技股","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4588":"碎股","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS 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