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joker_7585
2023-11-20
喔。我信了。你先盈利再说吧。
李斌内部讲话回应换电业务可持续性：首个合作换电的车企将落地
joker_7585
2022-05-06
沉迷资本运作，看衰
蔚来汽车宣布拟在新加坡证交所二次上市
去老虎APP查看更多动态
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href=https://www.yicai.com/news/101908032.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在谈。11月20日，蔚来董事长、CEO李斌发起面向全员的内部讲话与问答，重点谈及了近期组织优化、销量压力、未来两年发展方向等话题。针对员工提出的换电业务是否可持续经营的质疑，李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在...</p>\n\n<a href=\"https://www.yicai.com/news/101908032.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eabbe9111ef48fb5be9af4aab074a1fd","relate_stocks":{"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","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","NIO.SI":"蔚来","BK4509":"腾讯概念","BK4526":"热门中概股","09866":"蔚来-SW","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4588":"碎股"},"source_url":"https://www.yicai.com/news/101908032.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2384530267","content_text":"李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在谈。11月20日，蔚来董事长、CEO李斌发起面向全员的内部讲话与问答，重点谈及了近期组织优化、销量压力、未来两年发展方向等话题。针对员工提出的换电业务是否可持续经营的质疑，李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在谈。今年8月，曾有网传消息称，蔚来和奔驰达成合作，蔚来将向奔驰开放换电平台，开启新的盈利模式。但当时，蔚来并未对这一消息的真实性作出回应。今年上海车展期间，梅赛德斯-奔驰集团股份公司董事会主席、CEO康林松和蔚来董事长、CEO李斌曾同框出现，双方被拍到在蔚来的Nio House内会面。随后便有消息传出，蔚来将和奔驰就换电进行合作。但当时蔚来和奔驰方面均对这一消息进行了否认。尽管在当时否认了和奔驰合作的消息，但李斌此前就表示，已经有车企与蔚来在谈共用换电站，并使用蔚来的换电模式来研发新车。7月下旬，蔚来能源高级副总裁沈斐在接受第一财经记者采访时也说道，正在与一些同行洽谈合作共用换电站。11月20日，蔚来宣布，蔚来第2100座换电站于G22青兰高速壶口服务区正式上线，至此全国换电站累计布局数量已达2103座。蔚来充电桩突破20000根，覆盖全国306座城市。蔚来充电桩向所有新能源用户开放，已累计为超过110个品牌，提供近3000万次服务。除了蔚来外，吉利、上汽以及宁德时代在换电领域也有所布局，但换电站数量和蔚来相比有较大差距。但值得注意的是，目前换电模式尚未有一个明确的盈利模型。现在整个换电行业都面临建站成本高、商业模式不确定、标准不统一等挑战。根据协鑫能科公告，乘用车换电站单站建设成本约为260万元，重卡换电站建设成本则需420万元，除换电站建设费用外，运营商还需承担电池投资、线路投资等费用，所以乘用车、重卡换电站所需投资额可分别达到500万元、1000万元。有换电站运营商向记者表示，某品牌的旗舰型换电站，其建设成本大约为400万元/座，电池60块（成本另算），2000KVA电力增容预计200万元，加上场地租赁、运营成本和电费支出，单站每天需要服务1000辆车，预计3~4年左右才可以做到盈亏平衡。小鹏、理想、奇瑞等车企更青睐于布局高压快充，意图以更短的充电时间来减少用户的补能困难和补能焦虑。但高压快充在规模化应用上还面临电网容量问题。在高压快充的实际应用中，当前各家车企宣传的峰值功率并不代表用户使用场景下的真实功率。在充电站电力容量有限的情况下，多车多枪充电只能共享电力容量，充电速度难以达到理论或演示时的峰值。“目前很多地方电力容量有限，改造难度很大，如果几辆电动车同时充电，电力分配更难以支持。”蔚来总裁秦力洪表示。此外，高压快充系统可能引起电网电压波动和电流谐波，对电网稳定性构成挑战。为了应对这些问题，电网需要实施监测和调整措施，以确保电压和频率在可接受范围内。相较之下，换电站本身具备储能属性，能够更容易和电网实现互动。今年夏天，在合肥供电公司统一调度控制下，15座蔚来换电站参与了合肥市“虚拟电厂”的电网调峰。不影响用户正常换电使用的同时，换电站五天内累计调整电力负荷8兆瓦时，相当于为3000余户普通居民家庭“省出”了实时用电量。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616264516,"gmtCreate":1651795650835,"gmtModify":1651795650835,"author":{"id":"3572742560764015","authorId":"3572742560764015","name":"joker_7585","avatar":"https://static.tigerbbs.com/1bf5e1ebbfda6dc94d67450f1d14ce84","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572742560764015","authorIdStr":"3572742560764015"},"themes":[],"htmlText":"沉迷资本运作，看衰","listText":"沉迷资本运作，看衰","text":"沉迷资本运作，看衰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/616264516","repostId":"1115042544","repostType":2,"repost":{"id":"1115042544","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":1651795529,"share":"https://www.laohu8.com/m/news/1115042544?lang=&edition=full","pubTime":"2022-05-06 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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\">2022-05-06 08:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月6日讯，蔚来-SW(09866)发布其A类普通股的拟议第二上市，该等股份将以介绍方式于新加坡交易所证券交易有限公司(新交所)主板上市，每股面值0.00025美元。该公司的美国存托股份将继续主要于纽约证券交易所(纽交所)上市及交易，每股美国存托股份代表一股股份。</p><p>该公司已于2022年5月5日收到新交所发出有关股份于新交所主板上市及报价的附条件上市资格函。上市资格函并非对于公司股份于新交所拟议第二上市、公司、其附属公司、美国存托股份及╱或公司股份价值的指示。有关股份以介绍方式于新交所主板进行拟议第二上市的介绍文件预期将于在新交所主板上市前的本月较后时间发布。于新交所主板上市后，于新交所主板上市的股份将可与在纽交所上市的美国存托股份完全互换。<img src=\"https://static.tigerbbs.com/2fb728cb9ce2e97c27fc6e4e19d9cca1\" tg-width=\"965\" tg-height=\"649\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115042544","content_text":"5月6日讯，蔚来-SW(09866)发布其A类普通股的拟议第二上市，该等股份将以介绍方式于新加坡交易所证券交易有限公司(新交所)主板上市，每股面值0.00025美元。该公司的美国存托股份将继续主要于纽约证券交易所(纽交所)上市及交易，每股美国存托股份代表一股股份。该公司已于2022年5月5日收到新交所发出有关股份于新交所主板上市及报价的附条件上市资格函。上市资格函并非对于公司股份于新交所拟议第二上市、公司、其附属公司、美国存托股份及╱或公司股份价值的指示。有关股份以介绍方式于新交所主板进行拟议第二上市的介绍文件预期将于在新交所主板上市前的本月较后时间发布。于新交所主板上市后，于新交所主板上市的股份将可与在纽交所上市的美国存托股份完全互换。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":616264516,"gmtCreate":1651795650835,"gmtModify":1651795650835,"author":{"id":"3572742560764015","authorId":"3572742560764015","name":"joker_7585","avatar":"https://static.tigerbbs.com/1bf5e1ebbfda6dc94d67450f1d14ce84","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572742560764015","idStr":"3572742560764015"},"themes":[],"htmlText":"沉迷资本运作，看衰","listText":"沉迷资本运作，看衰","text":"沉迷资本运作，看衰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/616264516","repostId":"1115042544","repostType":2,"repost":{"id":"1115042544","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":1651795529,"share":"https://www.laohu8.com/m/news/1115042544?lang=&edition=full","pubTime":"2022-05-06 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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\">2022-05-06 08:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月6日讯，蔚来-SW(09866)发布其A类普通股的拟议第二上市，该等股份将以介绍方式于新加坡交易所证券交易有限公司(新交所)主板上市，每股面值0.00025美元。该公司的美国存托股份将继续主要于纽约证券交易所(纽交所)上市及交易，每股美国存托股份代表一股股份。</p><p>该公司已于2022年5月5日收到新交所发出有关股份于新交所主板上市及报价的附条件上市资格函。上市资格函并非对于公司股份于新交所拟议第二上市、公司、其附属公司、美国存托股份及╱或公司股份价值的指示。有关股份以介绍方式于新交所主板进行拟议第二上市的介绍文件预期将于在新交所主板上市前的本月较后时间发布。于新交所主板上市后，于新交所主板上市的股份将可与在纽交所上市的美国存托股份完全互换。<img src=\"https://static.tigerbbs.com/2fb728cb9ce2e97c27fc6e4e19d9cca1\" tg-width=\"965\" tg-height=\"649\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115042544","content_text":"5月6日讯，蔚来-SW(09866)发布其A类普通股的拟议第二上市，该等股份将以介绍方式于新加坡交易所证券交易有限公司(新交所)主板上市，每股面值0.00025美元。该公司的美国存托股份将继续主要于纽约证券交易所(纽交所)上市及交易，每股美国存托股份代表一股股份。该公司已于2022年5月5日收到新交所发出有关股份于新交所主板上市及报价的附条件上市资格函。上市资格函并非对于公司股份于新交所拟议第二上市、公司、其附属公司、美国存托股份及╱或公司股份价值的指示。有关股份以介绍方式于新交所主板进行拟议第二上市的介绍文件预期将于在新交所主板上市前的本月较后时间发布。于新交所主板上市后，于新交所主板上市的股份将可与在纽交所上市的美国存托股份完全互换。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":243551429132576,"gmtCreate":1700480637644,"gmtModify":1700484928552,"author":{"id":"3572742560764015","authorId":"3572742560764015","name":"joker_7585","avatar":"https://static.tigerbbs.com/1bf5e1ebbfda6dc94d67450f1d14ce84","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572742560764015","idStr":"3572742560764015"},"themes":[],"htmlText":"喔。我信了。你先盈利再说吧。","listText":"喔。我信了。你先盈利再说吧。","text":"喔。我信了。你先盈利再说吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/243551429132576","repostId":"2384530267","repostType":2,"isVote":1,"tweetType":1,"viewCount":1264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
