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森想zeustar
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森想zeustar
2022-01-28
$小鹏汽车(XPEV)$
前两年我还心想着呢,30的时候抄底。纳斯达克还13,000多呢,这么快转眼就要到了。美股今年调整哪里是底?纳斯达克1万点吗
森想zeustar
2022-01-11
$小米集团-W(01810)$
前一天涨多少,第2天就跌多少无聊至极。
森想zeustar
2022-01-07
$特斯拉(TSLA)$
今晚能涨一涨吗?又跌了百分之十几了
森想zeustar
2021-12-23
$蔚来(NIO)$
真行啊,蔚来股价都比理想低了。
森想zeustar
2021-11-19
$蔚来(NIO)$
小鹏和理想前两天好歹大涨了一下,调整一下也可以理解,可蔚来都没怎么涨也跟着调整。
森想zeustar
2021-11-02
$理想汽车(LI)$
每天都一样的剧本冲高跳水,看来不能拿了!25块再来抄底。
森想zeustar
2021-11-02
$理想汽车(LI)$
今天这股价表现好像上个月交付3000多辆的是理想?
森想zeustar
2021-10-04
$小米集团-W(01810)$
天天跌天天跌,你要干嘛?
森想zeustar
2021-09-30
$小米集团-W(01810)$
相信是家好公司就风吹雨打坚决持有,不要被主力洗下了车。反正我准备拿5年,并且每个月定投加仓。
森想zeustar
2021-09-21
$理想汽车-W(02015)$
蔚来上个月销量才5880,也没跌成这样啊。
森想zeustar
2021-09-13
一边雷军卖一边小米自己回购,这是唱的哪一出?
小米集团:日内回购846万股股票,耗资约1.98亿港元
森想zeustar
2021-09-10
$苹果(AAPL)$
又哪个机构爆仓了?
森想zeustar
2021-09-08
那股价怎么一毛都不涨还跌?
抱歉,原内容已删除
森想zeustar
2021-08-25
$蔚来(NIO)$
股价都被小鹏超了快两块了
森想zeustar
2021-08-09
$理想汽车(LI)$
7月销量第一,走势就你最弱,我也真服了。
森想zeustar
2021-08-02
$理想汽车(LI)$
7月销量都第一了,小鹏涨8%,你为啥只涨5%?
森想zeustar
2021-07-28
$理想汽车(LI)$
触及六十日均线,这次是调整到底了吧,该来一波大涨了吧,再加上本月理想销量预计破万正是大涨的好时机。
森想zeustar
2021-07-24
本月理想销量有望反超蔚来并破万!股价是不是应该窜一窜?
理想汽车6月销量反超蔚来,“理蔚鹏”格局逐渐形成
森想zeustar
2021-07-24
$腾讯音乐(TME)$
还好,16块多的时候都清了,留下一股做纪念,没想到还能亏4块多。[笑哭] [笑哭]
森想zeustar
2021-07-22
早点埋伏,坐等下月大涨。
单月销量超过蔚来 理想汽车月销突破一万只是时间问题
去老虎APP查看更多动态
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19:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月13日,小米集团:今日以23.35港元-23.65港元/股的价格回购846万股公司股票,共耗资约1.98亿港元。</p>\n<p><img src=\"https://static.tigerbbs.com/da21c5e038d38b9b30f0ba68e984d54a\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" 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14:43","market":"us","language":"zh","title":"理想汽车6月销量反超蔚来,“理蔚鹏”格局逐渐形成","url":"https://stock-news.laohu8.com/highlight/detail?id=2153938960","media":"界面新闻","summary":"而蔚来汽车当月新车上险数为7777辆位列第二,小鹏汽车则为6639辆位列第三位。单从6月的造车新势力品牌销量排行榜来看,理想汽车首次成为新势力车企第一名,“蔚小理”的排名变成了“理蔚鹏”。理想汽车在售仅有理想ONE一款车型,此次凭借单一车型销量超过蔚来3款车型、小鹏2款车型,证明理想ONE出色的产品力得到市场和用户充分认可。","content":"<div>\n<p>“理蔚鹏”格局逐渐形成不知从何时起,人们突然习惯于用“蔚小理”来形容蔚来、小鹏汽车、理想汽车所形成的三巨头市场格局。三家头部新造车势力已经站稳了脚跟,随着渠道端的铺开,以几乎每月两位数的增长量级,持续提升市场占比。记者从中汽中心公布的终端销售数据获悉,理想汽车6月上险量达到创纪录的7827辆。而蔚来汽车当月新车上险数为7777辆位列第二,小鹏汽车则为6639辆位列第三位。单从6月的造车新势力品牌...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021072314440379d6dc04&s=b\">Web Link</a>\n\n</div>\n","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>理想汽车6月销量反超蔚来,“理蔚鹏”格局逐渐形成</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{ 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021072314440379d6dc04&s=b><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“理蔚鹏”格局逐渐形成不知从何时起,人们突然习惯于用“蔚小理”来形容蔚来、小鹏汽车、理想汽车所形成的三巨头市场格局。三家头部新造车势力已经站稳了脚跟,随着渠道端的铺开,以几乎每月两位数的增长量级,持续提升市场占比。记者从中汽中心公布的终端销售数据获悉,理想汽车6月上险量达到创纪录的7827辆。而蔚来汽车当月新车上险数为7777辆位列第二,小鹏汽车则为6639辆位列第三位。单从6月的造车新势力品牌...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021072314440379d6dc04&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021072314440379d6dc04&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2153938960","content_text":"“理蔚鹏”格局逐渐形成不知从何时起,人们突然习惯于用“蔚小理”来形容蔚来、小鹏汽车、理想汽车所形成的三巨头市场格局。三家头部新造车势力已经站稳了脚跟,随着渠道端的铺开,以几乎每月两位数的增长量级,持续提升市场占比。记者从中汽中心公布的终端销售数据获悉,理想汽车6月上险量达到创纪录的7827辆。而蔚来汽车当月新车上险数为7777辆位列第二,小鹏汽车则为6639辆位列第三位。单从6月的造车新势力品牌销量排行榜来看,理想汽车首次成为新势力车企第一名,“蔚小理”的排名变成了“理蔚鹏”。理想汽车在售仅有理想ONE一款车型,此次凭借单一车型销量超过蔚来3款车型、小鹏2款车型,证明理想ONE出色的产品力得到市场和用户充分认可。究竟是什么让理想汽车能够获得用户真金白银的认可,这背后的逻辑又是什么?单一爆款逻辑,产品力提升获得市场认可依稀记得,在5月底的理想汽车春季发布会上,当李想公布2021款理想ONE的配置和售价时,台下的用户和媒体都开始欢呼。的确,2021款理想ONE在2020款产品力的基础上,增程电动系统、理想AD高级辅助驾驶、智能座舱、乘坐舒适性进行了全面的升级。增程系统方面,2021款理想ONE采用全新的三合一后驱动电机,效率进一步提升。2021款理想ONE NEDC综合油耗下降了15%,热机工况综合油耗低至每百公里6.05L,这在四驱的中大型SUV里,属于顶尖的水准。配合双重效率的提升,使理想ONE的NEDC综合续航里程达到1080公里,更接近实际使用工况的WLTC续航里程达到了890公里。在智能化方面,2021款理想ONE是全球第一个标配NOA导航辅助驾驶的车型,自研的高级辅助驾驶系统,配合地平线双J3(征程3)专用芯片、800万像素高清摄像头、5颗全新的毫米波雷达以及高精地图,让理想ONE的驾驶变得更安全、更轻松、更便捷。理想汽车认为,更强大的主动安全系统只有标配,没有选配。理想ONE的6座超大空间深受家庭消费者喜欢,2021款理想ONE又做了进一步提升,包括全车座椅舒适性显著提升,前两排四个电动座椅均配有电动腰部按摩,第三排腿部空间增加了4厘米,车内语音助手“理想同学”也变得更加聪明,为更多家庭用户提供一个更宽敞、更舒适、更聪明的空间。更为重要的是,2021款理想ONE保持所有配置全部标配,仅涨价1万元,全国统一零售价格33.8万元。理想汽车联合创始人兼总裁沈亚楠表示:“我们对2021款的理想ONE信心非常强,理想汽车的目标是到今年9月份销量突破万台。”现实也如此,理想汽车的月销万辆目标也正在一步步实现之中。首次进入豪华品牌前十目前,中国品牌的高端化进程正在如火如荼的展开,从理想、蔚来、小鹏到极氪等,他们都在各自的市场定位中提升了消费对中国品牌的认可度。而理想汽车正在持续加深高端化的品牌定位。理想汽车依靠理想ONE 实现了单车33.8万元的成交价。要知道在这一个价位区间中BBA虎视眈眈,而二线豪华品牌凯迪拉克、雷克萨斯、沃尔沃也在摩拳擦掌。理想ONE面对已经不单单是造车新势力领域的对手,而是已经在主流豪华品牌的核心价位区间,与传统豪华品牌展开竞争,并取得了不错的成绩。中汽数据终端零售数据显示,6月份理想汽车在豪华品牌销量排行榜中位居第10位,这是理想首次进入豪华品牌前十名,也是中国造车新势力品牌最高排名。具体来看,依靠单一车型的理想汽车在6月份超过拥有众多车型矩阵的路虎、林肯、捷豹等品牌的销量,而上述品牌的车型中位数均在30万元以上,换而言之,越来越多的消费者通过真金白银来认可理想ONE的品牌力。当然,豪华不是体现在表面配置,更体现在企业对新技术的追求,对高端用户需求的不断创新。以理想AD⾼级辅助驾驶系统为例,该套系统由理想汽⻋⾃动驾驶团队全栈⾃研,其包括视觉感知、传感器融合、决策、规划和控制。到今年三季度,理想AD⾼级辅助驾驶系统将向全国所有⾼速公路以及城市封闭快速路开放NOA功能,预计9月底之前推送给用户。在今年的春季发布会上,理想汽车CEO李想向外界表示,今年的理想汽车的研发投入大概会增长到30亿元,相较其2020年11亿元的研发投入,增长近2倍。未来,高度自研的智能化技术将成为理想汽车在高端市场中重要竞争力。结语新造车“三巨头”的排名正在悄然发生变化,而理想汽车依靠单一车型后来居上背后的逻辑也十分简单,其将关注点放在产品力和产品体验上,获得了市场的口碑和消费者的认可。而在竞争激烈的国内汽车消费市场,理想ONE已经开始与BBA等传统豪华品牌展开竞争,通过“没有续航里程焦虑”和“高端化的品牌”定位提升市场占比。所以,2021款理想ONE的产品力加上下半年服务网络拓展的加持,理想汽车未来销量可期,9月销量过万的flag或许将成为现实。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174986973,"gmtCreate":1627058005992,"gmtModify":1627058005992,"author":{"id":"3573430049378067","authorId":"3573430049378067","name":"森想zeustar","avatar":"https://static.tigerbbs.com/c29769b71587903662e83252b19e2199","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573430049378067","authorIdStr":"3573430049378067"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a>还好,16块多的时候都清了,留下一股做纪念,没想到还能亏4块多。[笑哭] [笑哭] ","listText":"<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a>还好,16块多的时候都清了,留下一股做纪念,没想到还能亏4块多。[笑哭] [笑哭] ","text":"$腾讯音乐(TME)$还好,16块多的时候都清了,留下一股做纪念,没想到还能亏4块多。[笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174986973","isVote":1,"tweetType":1,"viewCount":1109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172876380,"gmtCreate":1626955848640,"gmtModify":1626955848640,"author":{"id":"3573430049378067","authorId":"3573430049378067","name":"森想zeustar","avatar":"https://static.tigerbbs.com/c29769b71587903662e83252b19e2199","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573430049378067","authorIdStr":"3573430049378067"},"themes":[],"htmlText":"早点埋伏,坐等下月大涨。","listText":"早点埋伏,坐等下月大涨。","text":"早点埋伏,坐等下月大涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172876380","repostId":"2153624401","repostType":2,"repost":{"id":"2153624401","pubTimestamp":1626925860,"share":"https://www.laohu8.com/m/news/2153624401?lang=&edition=full","pubTime":"2021-07-22 11:51","market":"us","language":"zh","title":"单月销量超过蔚来 理想汽车月销突破一万只是时间问题","url":"https://stock-news.laohu8.com/highlight/detail?id=2153624401","media":"第一电动网","summary":"6月份国内新能源汽车市场出现了不少变数,其中最值得关注的一件事,莫过于中国造车新势力销量榜的榜一、榜二的位置发生了对调,换句话说,就是理想汽车取代了蔚来,成为了6月份中国新势力里面销量最好的一家车企。...","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.LI&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.NIO&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 6月份国内新能源汽车市场出现了不少变数,其中最值得关注的一件事,莫过于中国造车新势力销量榜的榜一、榜二的位置发生了对调,换句话说,就是<span><a href=\"https://laohu8.com/S/LI\">理想汽车</a></span><span></span>取代了<span><a href=\"https://laohu8.com/S/NIO\">蔚来</a></span><span></span>,成为了6月份中国新势力里面销量最好的一家车企。</p>\n<p> 根据7月12日最新出炉的中汽数据终端零售数据,理想ONE在2021年6月上险量为7827辆。在中国新势力品牌销量排名中,<span href=\"http://quote.eastmoney.com/unify/r/105.LI\" target=\"_blank\" web=\"1\">理想汽车</span>首次超过<span href=\"http://quote.eastmoney.com/unify/r/106.NIO\" target=\"_blank\" web=\"1\">蔚来</span>(7777辆)、小鹏(6639辆),拿下新势力品牌第一名。</p>\n<center></center><p> <span href=\"http://quote.eastmoney.com/unify/r/105.LI\" target=\"_blank\" web=\"1\">理想汽车</span>跟<span href=\"http://quote.eastmoney.com/unify/r/106.NIO\" target=\"_blank\" web=\"1\">蔚来</span>、小鹏很不一样的一点就是他们有且仅有理想ONE这一款在售车型。在单枪匹马的情况下还能卖得比蔚来(3款在售车型)、小鹏(2款在售车型)好,可见市场和用户对理想ONE十分认可。</p><p> <strong>换个细分市场看看,理想ONE依旧混得不错</strong></p>\n<p> 当然了,在不少人看来,这个销量冠军似乎有点说服力不够,毕竟中国新势力目前比较能成气候的也就“理蔚鹏”这三家。但要再换个标签来排名的话,理想ONE在6月的销量表现依旧是可圈可点。</p>\n<p> 例如在中大型SUV的细分市场,理想ONE在6月份的销量早已超过了上汽大众途昂、雷克萨斯RX、宝马X5等传统车企的主打燃油SUV,直接拿下了中大型SUV市场销量冠军。</p>\n<center><img emheight=\"1256\" src=\"https://dfscdn.dfcfw.com/download/D25345129117103627333.jpg\" title=\"1626855893370208.png\" width=\"580\"/></center><p> 而在6月份<span><a href=\"https://laohu8.com/S/DLX\">豪华</a></span><span></span>品牌销量排名中,理想汽车首次杀入前十,一举超越蔚来、路虎、林肯等品牌,至此成为中国新势力的领头羊。</p>\n<center><img emheight=\"1256\" src=\"https://dfscdn.dfcfw.com/download/D25101732628667070021.jpg\" title=\"1626855906997491.png\" width=\"580\"/></center><p> 而在新能源SUV的细分市场,6月份理想ONE的销量仅次于<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>Model Y,超过<span><a href=\"https://laohu8.com/S/002594\">比亚迪</a></span><span></span>宋PLUS EV、蔚来ES6等呼声很高的车型,是除Model Y以外,6月份国内卖得最好的新能源SUV。</p>\n<center></center><p> 在理想ONE刚上市的时候,很多业内人士都觉得这不过是一台过渡车型,就像一位汽车网红说过的那样——“这台车不会陪我们太久”。对于增程式的代表理想ONE到底是不是过渡车型,网友们的争吵声至今都没有消停过,但是看到理想ONE在不同销量榜单拿下榜一榜二的好成绩,或许越来越多的网友会认识到这样的争吵早已失去了意义。</p>\n<center></center><p> <strong>不是理想ONE能够满足消费者,而是消费者需要理想ONE</strong></p>\n<p> 早在去年,我就有过这样的判断。相较于只生产纯电车的蔚来和小鹏,理想汽车走的是增程式的路线,这个路线其实很好地解决了大多数普通消费者对新能源车充电效率和续航里程的焦虑感。</p>\n<center></center><p> 理想ONE在六月份的成功表现,也有它的历史意义,因为理想汽车是第一个将增程式<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动车成功商业化的企业,真正满足用户的需求产出的产品,用增程技术解决了电动车用户的里程焦虑和补能焦虑。</p><p> 与<span href=\"http://quote.eastmoney.com/unify/r/105.TSLA\" target=\"_blank\" web=\"1\">特斯拉</span>的“电动+超充”的方案相比,理想的增程式方案更适合中国人,如果你觉得我的说法不具备任何的说服力,不妨看一下以下这组数据:</p>\n<p> 根据投资咨询平台China Insights Consultancy的一份<span>研究报告</span>显示,截至2019年12月31日,中国一线城市中只有不到25%的家庭拥有适合安装家庭充电桩的停车位,而在美国拥有安装家庭充电桩的停车位的家庭已经超过了总家庭数的70%。</p>\n<p> 由于没有适合安装家庭充电桩的停车位,很多纯电车的用户只能选择到公共充电站充电,但是到2019年年底,中<span><a href=\"https://laohu8.com/S/600617\">国新能源</a></span><span></span>车保有量和公共充电桩的比例仅为17.1:1。换句话说,如果将当时国内所有新能源车都开到公共充电桩充电的话,那些充不上电的新能源车的数量会是正在充电的新能源车的17.1倍。</p>\n<center><img emheight=\"389\" src=\"https://dfscdn.dfcfw.com/download/D25385989695888965020.jpg\" title=\"1626855989475471.png\" width=\"580\"/></center><p> 与此同时,由于各种因素干扰,国内公共充电桩扩张缓慢,远远赶不上新能源车用户的需求增长速度。</p>\n<p> 由此可见,增程方案不仅让理想ONE避开了充电难题,同时也能够从更多传统燃油车型中抢夺更多蛋糕,在北京以及没有限牌政策的区域,理想ONE享受不到新能源牌照政策优惠的城市(非限牌城市及北京),但是在这些区域的销量依旧可以占到总销量的70.7%,理想ONE确实戳中了国人关于新能源车最大的痛点。</p><p> 就跟5G手机的推广需要5G基站的广泛铺设一样,理想汽车认为电动汽车的大力推广离不开对用户日常补能问题的妥善解决。</p>\n<p> 在理想汽车看来,增程不是技术路线,而是更符合现状的补能解决方案。因为这种方案能让我们同时享受到纯电车带来的在驾控感受、能耗成本方面的好处,同时也让我们不用因为公共充电桩不够用,自家没有充电桩而担心车辆的续航。</p>\n<p> <strong>看似是“过渡车型”,却在智能科技上实现全方位升级</strong></p>\n<p> 在通过增程式方案解决国人关于新能源汽车的痛点以后,理想汽车也在产品方面做到了持续提升,让每一位用户都能坐上更有高级感和品质感的新能源车。例如5月底上市的2021款理想ONE,在综合产品力方面就做到了全方位提升。</p><p> 在续航这一块,新车长达1080公里的NEDC综合续航里程早已完美解决了用户的续航焦虑。而在驾控体验这一块,新车也加入了不少高端智能配置。</p>\n<p> 例如此次新车搭载了理想汽车自主研发的AD高级驾驶辅助系统,并且标配了NOA导航辅助驾驶,像是道路上的红绿灯、锥形桶还有路肩都能被精准识别,遇到红灯时车辆会主动减速停车,距离锥形桶和路肩过近的时候车辆也会主动避让。</p><p> 不少老款理想ONE用户对于车辆没有对外放电的功能很是烦恼,而这一次新车就搭载了最大功率2200w的对外放电功能,野外露营的时候就可以用来“生火”和“做饭”了。</p><p> 之前很多老款理想ONE的用户对于人车对话的功能就十分满意,而这次新车也搭载了全球首创的四音区自由对话智能座舱,前中后三排的乘客都能对车机系统“发号施令”,后排乘客也可以像前排乘客一样让爱车为你查天气、讲笑话、看行情。</p><p> 如果只是“过渡车型”,那么2021款理想ONE确实没有必要在高端智能配置这一块推出这么多的“黑科技”。</p><p> 如果你非要说理想ONE是“过渡”,那么其实现在市场份额占比接近90%的燃油车更像是过渡。因为理想ONE在综合产品力方面的优势,早已让不少消费者有了更多拒绝大众途昂、雷克萨斯RX甚至是宝马X5的理由。当知道理想汽车的人越来越多,理想ONE就能通过相对于传统燃油车的明显优势迅速撕开传统市场,吃掉更多份额。</p>\n<p> <strong>用户到底对理想ONE买不买账,看市场表现就知道了</strong></p>\n<p> 在去年理想汽车赴美IPO以后,或许你还在跟其他网友争论理想ONE是不是“过渡车型”,但这时候已经有很多国内投资者直接建仓了理想汽车的股票,靠着过去一年理想汽车的销量成长,让理想汽车成为了自己得以资产翻倍的财富密码。</p><p> 一款乘用车产品的价值会否得到用户的认可,终究要看其在终端销售市场的表现。从6月份上险量排名看,理想ONE在所有新能源车型中位列第四,仅次于五菱宏光MINI EV,Model 3,Model Y,销量表现远超其他所有纯电动和插混车型。通过上险量排名的反馈,对于用户是否认可理想ONE,我们早已心知肚明了。</p><p> 当然了,理想ONE的爆发才刚刚开始,超越蔚来仅仅是理想汽车的开端。此时此刻,不妨让我做一个大胆的预言:理想ONE单月销量将会突破一万台,并且就此走向更大的舞台。</p><p>(文章来源:第一电动网)</p>\n</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>单月销量超过蔚来 理想汽车月销突破一万只是时间问题</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单月销量超过蔚来 理想汽车月销突破一万只是时间问题\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 11:51 北京时间 <a href=http://finance.eastmoney.com/a/202107222010015981.html><strong>第一电动网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月份国内新能源汽车市场出现了不少变数,其中最值得关注的一件事,莫过于中国造车新势力销量榜的榜一、榜二的位置发生了对调,换句话说,就是理想汽车取代了蔚来,成为了6月份中国新势力里面销量最好的一家车企。\n 根据7月12日最新出炉的中汽数据终端零售数据,理想ONE在2021年6月上险量为7827辆。在中国新势力品牌销量排名中,理想汽车首次超过蔚来(7777辆)、小鹏(6639辆),拿下新势力品牌...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202107222010015981.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/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"LI":"理想汽车","NIO":"蔚来"},"source_url":"http://finance.eastmoney.com/a/202107222010015981.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153624401","content_text":"6月份国内新能源汽车市场出现了不少变数,其中最值得关注的一件事,莫过于中国造车新势力销量榜的榜一、榜二的位置发生了对调,换句话说,就是理想汽车取代了蔚来,成为了6月份中国新势力里面销量最好的一家车企。\n 根据7月12日最新出炉的中汽数据终端零售数据,理想ONE在2021年6月上险量为7827辆。在中国新势力品牌销量排名中,理想汽车首次超过蔚来(7777辆)、小鹏(6639辆),拿下新势力品牌第一名。\n 理想汽车跟蔚来、小鹏很不一样的一点就是他们有且仅有理想ONE这一款在售车型。在单枪匹马的情况下还能卖得比蔚来(3款在售车型)、小鹏(2款在售车型)好,可见市场和用户对理想ONE十分认可。 换个细分市场看看,理想ONE依旧混得不错\n 当然了,在不少人看来,这个销量冠军似乎有点说服力不够,毕竟中国新势力目前比较能成气候的也就“理蔚鹏”这三家。但要再换个标签来排名的话,理想ONE在6月的销量表现依旧是可圈可点。\n 例如在中大型SUV的细分市场,理想ONE在6月份的销量早已超过了上汽大众途昂、雷克萨斯RX、宝马X5等传统车企的主打燃油SUV,直接拿下了中大型SUV市场销量冠军。\n 而在6月份豪华品牌销量排名中,理想汽车首次杀入前十,一举超越蔚来、路虎、林肯等品牌,至此成为中国新势力的领头羊。\n 而在新能源SUV的细分市场,6月份理想ONE的销量仅次于特斯拉Model Y,超过比亚迪宋PLUS EV、蔚来ES6等呼声很高的车型,是除Model Y以外,6月份国内卖得最好的新能源SUV。\n 在理想ONE刚上市的时候,很多业内人士都觉得这不过是一台过渡车型,就像一位汽车网红说过的那样——“这台车不会陪我们太久”。对于增程式的代表理想ONE到底是不是过渡车型,网友们的争吵声至今都没有消停过,但是看到理想ONE在不同销量榜单拿下榜一榜二的好成绩,或许越来越多的网友会认识到这样的争吵早已失去了意义。\n 不是理想ONE能够满足消费者,而是消费者需要理想ONE\n 早在去年,我就有过这样的判断。相较于只生产纯电车的蔚来和小鹏,理想汽车走的是增程式的路线,这个路线其实很好地解决了大多数普通消费者对新能源车充电效率和续航里程的焦虑感。\n 理想ONE在六月份的成功表现,也有它的历史意义,因为理想汽车是第一个将增程式智能电动车成功商业化的企业,真正满足用户的需求产出的产品,用增程技术解决了电动车用户的里程焦虑和补能焦虑。 与特斯拉的“电动+超充”的方案相比,理想的增程式方案更适合中国人,如果你觉得我的说法不具备任何的说服力,不妨看一下以下这组数据:\n 根据投资咨询平台China Insights Consultancy的一份研究报告显示,截至2019年12月31日,中国一线城市中只有不到25%的家庭拥有适合安装家庭充电桩的停车位,而在美国拥有安装家庭充电桩的停车位的家庭已经超过了总家庭数的70%。\n 由于没有适合安装家庭充电桩的停车位,很多纯电车的用户只能选择到公共充电站充电,但是到2019年年底,中国新能源车保有量和公共充电桩的比例仅为17.1:1。换句话说,如果将当时国内所有新能源车都开到公共充电桩充电的话,那些充不上电的新能源车的数量会是正在充电的新能源车的17.1倍。\n 与此同时,由于各种因素干扰,国内公共充电桩扩张缓慢,远远赶不上新能源车用户的需求增长速度。\n 由此可见,增程方案不仅让理想ONE避开了充电难题,同时也能够从更多传统燃油车型中抢夺更多蛋糕,在北京以及没有限牌政策的区域,理想ONE享受不到新能源牌照政策优惠的城市(非限牌城市及北京),但是在这些区域的销量依旧可以占到总销量的70.7%,理想ONE确实戳中了国人关于新能源车最大的痛点。 就跟5G手机的推广需要5G基站的广泛铺设一样,理想汽车认为电动汽车的大力推广离不开对用户日常补能问题的妥善解决。\n 在理想汽车看来,增程不是技术路线,而是更符合现状的补能解决方案。因为这种方案能让我们同时享受到纯电车带来的在驾控感受、能耗成本方面的好处,同时也让我们不用因为公共充电桩不够用,自家没有充电桩而担心车辆的续航。\n 看似是“过渡车型”,却在智能科技上实现全方位升级\n 在通过增程式方案解决国人关于新能源汽车的痛点以后,理想汽车也在产品方面做到了持续提升,让每一位用户都能坐上更有高级感和品质感的新能源车。例如5月底上市的2021款理想ONE,在综合产品力方面就做到了全方位提升。 在续航这一块,新车长达1080公里的NEDC综合续航里程早已完美解决了用户的续航焦虑。而在驾控体验这一块,新车也加入了不少高端智能配置。\n 例如此次新车搭载了理想汽车自主研发的AD高级驾驶辅助系统,并且标配了NOA导航辅助驾驶,像是道路上的红绿灯、锥形桶还有路肩都能被精准识别,遇到红灯时车辆会主动减速停车,距离锥形桶和路肩过近的时候车辆也会主动避让。 不少老款理想ONE用户对于车辆没有对外放电的功能很是烦恼,而这一次新车就搭载了最大功率2200w的对外放电功能,野外露营的时候就可以用来“生火”和“做饭”了。 之前很多老款理想ONE的用户对于人车对话的功能就十分满意,而这次新车也搭载了全球首创的四音区自由对话智能座舱,前中后三排的乘客都能对车机系统“发号施令”,后排乘客也可以像前排乘客一样让爱车为你查天气、讲笑话、看行情。 如果只是“过渡车型”,那么2021款理想ONE确实没有必要在高端智能配置这一块推出这么多的“黑科技”。 如果你非要说理想ONE是“过渡”,那么其实现在市场份额占比接近90%的燃油车更像是过渡。因为理想ONE在综合产品力方面的优势,早已让不少消费者有了更多拒绝大众途昂、雷克萨斯RX甚至是宝马X5的理由。当知道理想汽车的人越来越多,理想ONE就能通过相对于传统燃油车的明显优势迅速撕开传统市场,吃掉更多份额。\n 用户到底对理想ONE买不买账,看市场表现就知道了\n 在去年理想汽车赴美IPO以后,或许你还在跟其他网友争论理想ONE是不是“过渡车型”,但这时候已经有很多国内投资者直接建仓了理想汽车的股票,靠着过去一年理想汽车的销量成长,让理想汽车成为了自己得以资产翻倍的财富密码。 一款乘用车产品的价值会否得到用户的认可,终究要看其在终端销售市场的表现。从6月份上险量排名看,理想ONE在所有新能源车型中位列第四,仅次于五菱宏光MINI EV,Model 3,Model Y,销量表现远超其他所有纯电动和插混车型。通过上险量排名的反馈,对于用户是否认可理想ONE,我们早已心知肚明了。 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杠杆是把双刃剑,涨的时候给你赚加倍的利润,跌的时候给你加倍的亏损今天是彻底堵错了,本以为年报业绩优良,股票定会大涨,谁料到从盘前的10个点,跌到-12个点,活久见。如果在高点获利了结,在低点买入,至少相差1W美金的差距。这是今年迄今为止最后悔的一个操作,也希望是今后再也不要出现这样令人后悔的操作了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/368944448","isVote":1,"tweetType":1,"viewCount":5250,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573430049378067","authorId":"3573430049378067","name":"森想zeustar","avatar":"https://static.tigerbbs.com/c29769b71587903662e83252b19e2199","crmLevel":2,"crmLevelSwitch":0,"idStr":"3573430049378067","authorIdStr":"3573430049378067"},"content":"从赚6000到亏6000。这过山车真刺激","text":"从赚6000到亏6000。这过山车真刺激","html":"从赚6000到亏6000。这过山车真刺激"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":834441069,"gmtCreate":1629822484351,"gmtModify":1629822484351,"author":{"id":"3573430049378067","authorId":"3573430049378067","name":"森想zeustar","avatar":"https://static.tigerbbs.com/c29769b71587903662e83252b19e2199","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573430049378067","authorIdStr":"3573430049378067"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>股价都被小鹏超了快两块了","listText":"<a 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>前两天月底了我就结算一下,我卖了,你狂涨。赚钱没轮到我,今天亏钱倒轮到我了。[喷血] [喷血] [喷血] ","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>前两天月底了我就结算一下,我卖了,你狂涨。赚钱没轮到我,今天亏钱倒轮到我了。[喷血] [喷血] [喷血] ","text":"$蔚来(NIO)$前两天月底了我就结算一下,我卖了,你狂涨。赚钱没轮到我,今天亏钱倒轮到我了。[喷血] [喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/158551338","isVote":1,"tweetType":1,"viewCount":1895,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3437864438698016","authorId":"3437864438698016","name":"小do","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"idStr":"3437864438698016","authorIdStr":"3437864438698016"},"content":"今天怎么亏钱了,难道又买回来了?","text":"今天怎么亏钱了,难道又买回来了?","html":"今天怎么亏钱了,难道又买回来了?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889991063,"gmtCreate":1631099895652,"gmtModify":1631099895652,"author":{"id":"3573430049378067","authorId":"3573430049378067","name":"森想zeustar","avatar":"https://static.tigerbbs.com/c29769b71587903662e83252b19e2199","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573430049378067","authorIdStr":"3573430049378067"},"themes":[],"htmlText":"那股价怎么一毛都不涨还跌?","listText":"那股价怎么一毛都不涨还跌?","text":"那股价怎么一毛都不涨还跌?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/889991063","repostId":"1149228561","repostType":4,"repost":{"id":"1149228561","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":1631099747,"share":"https://www.laohu8.com/m/news/1149228561?lang=&edition=full","pubTime":"2021-09-08 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>相信是家好公司就风吹雨打坚决持有,不要被主力洗下了车。反正我准备拿5年,并且每个月定投加仓。","text":"$小米集团-W(01810)$相信是家好公司就风吹雨打坚决持有,不要被主力洗下了车。反正我准备拿5年,并且每个月定投加仓。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865524841","isVote":1,"tweetType":1,"viewCount":3561,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574762999053161","authorId":"3574762999053161","name":"xyzrb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3574762999053161","authorIdStr":"3574762999053161"},"content":"我觉得小米还是不要仓位过重,还是有风险的,小米护城河太浅太浅,造车目前也不好说一定会成功,我也是准备长持的,但是一定做好仓位管理。定投的话不如买标普500","text":"我觉得小米还是不要仓位过重,还是有风险的,小米护城河太浅太浅,造车目前也不好说一定会成功,我也是准备长持的,但是一定做好仓位管理。定投的话不如买标普500","html":"我觉得小米还是不要仓位过重,还是有风险的,小米护城河太浅太浅,造车目前也不好说一定会成功,我也是准备长持的,但是一定做好仓位管理。定投的话不如买标普500"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":132078715,"gmtCreate":1622050720637,"gmtModify":1622050720637,"author":{"id":"3573430049378067","authorId":"3573430049378067","name":"森想zeustar","avatar":"https://static.tigerbbs.com/c29769b71587903662e83252b19e2199","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573430049378067","authorIdStr":"3573430049378067"},"themes":[],"htmlText":"而且既然理想垫底,为什么今天股价大涨十几个点?","listText":"而且既然理想垫底,为什么今天股价大涨十几个点?","text":"而且既然理想垫底,为什么今天股价大涨十几个点?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/132078715","repostId":"1178046826","repostType":2,"repost":{"id":"1178046826","pubTimestamp":1622042419,"share":"https://www.laohu8.com/m/news/1178046826?lang=&edition=full","pubTime":"2021-05-26 23:20","market":"us","language":"zh","title":"“蔚小理”一季度财报全出炉:理想汽车交付量垫底","url":"https://stock-news.laohu8.com/highlight/detail?id=1178046826","media":" 国际金融报","summary":"作为造车新势力“三强”中最后一家公布一季度财报的车企,理想汽车的“成绩”也排在了末尾。\n5月26日,理想汽车发布了2021年第一季度未经审计财务报告。财报显示,虽然理想汽车在多项关键财务指标方面同比实","content":"<div>\n<p>作为造车新势力“三强”中最后一家公布一季度财报的车企,理想汽车的“成绩”也排在了末尾。\n5月26日,理想汽车发布了2021年第一季度未经审计财务报告。财报显示,虽然理想汽车在多项关键财务指标方面同比实现较大幅度增长,但环比已出现下跌态势。\n今年一季度,理想汽车总收入为35.8亿元,同比增长319.8%,但较去年四季度的41.5亿元下降了13.8%;毛利率为17.3%,同比增加9.3个百分点,但环比...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/_h7RrLTWM7x60-XQ981bjw\">Web Link</a>\n\n</div>\n","source":"gjjrb","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>“蔚小理”一季度财报全出炉:理想汽车交付量垫底</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“蔚小理”一季度财报全出炉:理想汽车交付量垫底\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-26 23:20 北京时间 <a href=https://mp.weixin.qq.com/s/_h7RrLTWM7x60-XQ981bjw><strong> 国际金融报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为造车新势力“三强”中最后一家公布一季度财报的车企,理想汽车的“成绩”也排在了末尾。\n5月26日,理想汽车发布了2021年第一季度未经审计财务报告。财报显示,虽然理想汽车在多项关键财务指标方面同比实现较大幅度增长,但环比已出现下跌态势。\n今年一季度,理想汽车总收入为35.8亿元,同比增长319.8%,但较去年四季度的41.5亿元下降了13.8%;毛利率为17.3%,同比增加9.3个百分点,但环比...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/_h7RrLTWM7x60-XQ981bjw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3877b58bbc75e2463485752577c9e529","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/_h7RrLTWM7x60-XQ981bjw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178046826","content_text":"作为造车新势力“三强”中最后一家公布一季度财报的车企,理想汽车的“成绩”也排在了末尾。\n5月26日,理想汽车发布了2021年第一季度未经审计财务报告。财报显示,虽然理想汽车在多项关键财务指标方面同比实现较大幅度增长,但环比已出现下跌态势。\n今年一季度,理想汽车总收入为35.8亿元,同比增长319.8%,但较去年四季度的41.5亿元下降了13.8%;毛利率为17.3%,同比增加9.3个百分点,但环比减少0.2个百分点。\n在净利润方面,理想汽车更是不管同比或是环比都出现了较大幅度的恶化。今年一季度,理想汽车净亏损为3.6亿元,去年同期净亏损为7710万元;而去年四季度理想汽车则首次实现季度盈利,净利润为1.075亿元。\n这些指标的环比负增长,与理想汽车一季度销量环比负增长有着不可分割的联系,而同一时期,蔚来汽车和小鹏汽车却依旧保持增长态势。\n理想汽车正在掉队吗?\n从“蔚理小”到“蔚小理”\n理想汽车在2020年本属于造车新势力中进步最快的车企,虽然起步最晚,但其在去年迅速挤掉了原本位列“新势力三巨头”中的威马汽车,与蔚来汽车、小鹏汽车并称为“新三强”。并在去年理想汽车以全年交付量3.3万辆的成绩排在了小鹏汽车之前,仅次于蔚来汽车;在上市速度上,其也排在了小鹏汽车之前。\n但就在今年一季度,理想汽车这种冲劲戛然而止。\n今年一季度,理想汽车共交付了12579辆理想ONE,虽同比增长334.4%,但环比减少了超13%。而同一时期的小鹏汽车交付量却创下新记录,达到了13340辆,环比增长近3%,已成功反超理想汽车。\n今年下半年,小鹏汽车预计将推出新车型小鹏P5,加上新车增量,其很有可能会在全年销量上超过理想汽车。\n而蔚来汽车今年第一季度共交付了20060辆汽车,同比增长422.7%,环比增长15.6%。\n销量的环比倒退也导致了理想汽车今年一季度相关业务指标的倒退。2021年第一季度,理想汽车汽车销售收入为34.6亿元,同比增长311.8%,较2020年第四季度的40.6亿元下降14.6%。\n《国际金融报》记者从理想汽车处获悉,汽车销售收入同比增长的主要原因为理想汽车销售网络的不断扩张带来的交付量增加。而汽车销售收入环比下降的主要原因为汽车交付量的下降,该下降主要受到农历新年假期相关的季节性因素以及今年2月份北方地区局部疫情暴发的影响。\n在今日上午理想ONE 2021款新车发布会后,理想汽车创始人李想在接受采访时也补充道,今年一季度销量还受到了上海和郑州新能源政策的影响。\n而在“引以为傲”的毛利率上,理想汽车也同样出现了“滑铁卢”。财报显示,理想汽车第一季度毛利率为17.3%,而2020年第一季度和第四季度这一指标分别为8%和17.5%。\n理想汽车方面表示,毛利率的变动主要由于汽车销售毛利率的变化所导致。而汽车销售毛利率同比增长的原因为原材料成本下降及产量增加带来的单车制造费用降低,环比下降的主要原因为2021年第一季度推出的促销活动导致平均单车收入下降。\n在现金流方面,理想汽车今年第一季度自由现金流为5.702亿元,同比增长7.554亿元,环比则是下降64.3%。另外,截至2021年3月31日,理想汽车现金储备(现金及现金等价物,受限现金与定期存款和短期投资余额)为303.6亿元。\n“钱肯定是多多益善。”5月26日上午,李想在接受媒体有关“二次上市”采访时回应称,理想汽车不介意以任何一种方式获得资金储备,包含从二级市场融资,银行贷款和发债。\n对于今年第二季度,理想汽车预计车辆交付量为14500至15500辆,同比增长幅度约119.6%至134.7%;总收入在39.9亿元至42.7亿元之间,同比增长幅度约104.6%至119%。\n目标9月销量过万\n虽如今成绩可能不理想,但理想汽车对今年下半年的销量依旧充满了信心,这样的信心很大一部分来源于新发布的改款车型。\n就在今天一季度财报发布的前一晚,理想汽车发布了其理想ONE 2021款新车。\n2021款理想ONE虽然是改款,但改动并不小。据悉,这是全球首款标配NOA导航辅助驾驶的车型。在2020款的基础上,新改款车型将增程电动系统、理想AD高级辅助驾驶、智能座舱、乘坐舒适性进行了升级,NEDC综合续航里程也增加到了1080公里。2021款理想ONE售价33.8万元,比老款价格高1万元,将于今年6月1日开始交付。\n理想汽车对新改款车型寄予了厚望。\n理想汽车联合创始人、总裁沈亚楠在接受媒体采访时表示,公司对新车型销量信心十足,其称目前新车型订单强劲,甚至有用户在发布会后就去参与了试驾。\n鉴于这种热度,沈亚楠表示,预计到今年9月份能实现月销过万的目标。沈亚楠认为这个目标有两个支撑点,首先是新车型竞争力强,另一方面,也是因为理想汽车正在快速扩张线下渠道,目前已经有75个零售店,接下来会继续加速布局。\n“虽然渠道扩张较快,但理想汽车将坚持自营理念,要直接跟客户接触,但在销售线索和场地方面可能会与第三方合作。”沈亚楠补充道。\n但2021款理想ONE的发布也重蹈了当初小鹏G3的“换代风波”,引起了许多老车主的不满。在李想发布的新车型推介微博上,不少老车主留言称并未从销售人员处获悉到准确的改款信息,导致新车短期内就变成了老款。","news_type":1},"isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881973999,"gmtCreate":1631287888311,"gmtModify":1631287888311,"author":{"id":"3573430049378067","authorId":"3573430049378067","name":"森想zeustar","avatar":"https://static.tigerbbs.com/c29769b71587903662e83252b19e2199","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573430049378067","authorIdStr":"3573430049378067"},"themes":[],"htmlText":"<a 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