陆楠的个人主页 - 老虎社区

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10-18

$京东(JD)$ 上京东购物，做普信男人

2022-08-09

国内交付一万辆都不到

抱歉，原内容已删除

2022-08-09

国内销量一万都不到

抱歉，原内容已删除

2021-12-01

都在学习特斯拉

抱歉，原内容已删除

2021-10-01

理想销量下跌了

抱歉，原内容已删除

2021-10-01

又来割韭菜了

抱歉，原内容已删除

2021-08-11

中国消费者越来越独立思考了

抱歉，原内容已删除

2021-05-26

特斯拉慢慢的在为自己的作为付出代价

抱歉，原内容已删除

2021-05-22

耍猴呢？

抱歉，原内容已删除

2021-05-11

特斯拉销量下跌一万多辆，已经和比亚迪差不多了

抱歉，原内容已删除

2021-03-30

小米是有情怀的

抱歉，原内容已删除

2021-02-28

这篇文章不错，转发给大家看

@直击业绩会:理想汽车2020年Q4业绩电话会议分析师问答

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href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 操作员 谢谢你。第一个问题来自高盛（Goldman Sachs）的费芳（Fei Fang）。请继续。您的线路是开放的。 费芳 [外语]让我为自己快速翻译。我的第一个问题是有关第一季度销量指标的环比下降。管理层能否详细说明下降趋势，是在需求或供应方面推动下降的？第二个问题是上海市政府最近的汽车牌照政策。该市显然宣布它将在2023年不再为插电式汽车提供绿板。您能谈谈对此的看法以及对前瞻性能的预期影响吗？谢谢你。 Kevin Yanan Shen 谢谢你芳芳这是凯文。我会回答你的问题。您的第一个问题是，我们认为逐月温和下降并不意味着我们的销售遇到瓶颈。 每月销售超过5,000件的单模车仍然表明我们的Li ONE具有很高的竞争力。2021年1月的交付量为5,379，12月的交付量为6,126，这两个月的平均交付量为5,753。这些数字符合我们之前的增长预期。我们认为，在2月的中国春节期间以及即将到来的中国元宵节期间，我们的销售肯定会受到季节性因素的影响。 此外，考虑到**在中国北方的影响，我们为2021年第一季度推出了相对保守的交付指南。我们相信，随着零售店的扩张和对流感大流行的有效控制，我们将销售量将逐渐增加。关于-关于上海的第二个问题。上海的政策变化符合我们的预期，实施时间甚至比我们预期的要晚。 此外，我们相信这项政策的细节和实施方式可能会在未来两年内发生变化。我们与上海地方当局保持经常性的沟通。该政策在2023年的实施实际上将鼓励用户提前购买EV和PHEV以及EREV。我们预计对EREV和PHEV的需求实际上将在2022年达到顶峰。 另一方面，上海仅占我们2020年总交付量的9％。这一政策变化将对我们公司整体产生较小的影响。到2022年底，无许可证限制的城市占我们累计交付量的55","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 操作员 谢谢你。第一个问题来自高盛（Goldman Sachs）的费芳（Fei Fang）。请继续。您的线路是开放的。 费芳 [外语]让我为自己快速翻译。我的第一个问题是有关第一季度销量指标的环比下降。管理层能否详细说明下降趋势，是在需求或供应方面推动下降的？第二个问题是上海市政府最近的汽车牌照政策。该市显然宣布它将在2023年不再为插电式汽车提供绿板。您能谈谈对此的看法以及对前瞻性能的预期影响吗？谢谢你。 Kevin Yanan Shen 谢谢你芳芳这是凯文。我会回答你的问题。您的第一个问题是，我们认为逐月温和下降并不意味着我们的销售遇到瓶颈。 每月销售超过5,000件的单模车仍然表明我们的Li ONE具有很高的竞争力。2021年1月的交付量为5,379，12月的交付量为6,126，这两个月的平均交付量为5,753。这些数字符合我们之前的增长预期。我们认为，在2月的中国春节期间以及即将到来的中国元宵节期间，我们的销售肯定会受到季节性因素的影响。 此外，考虑到**在中国北方的影响，我们为2021年第一季度推出了相对保守的交付指南。我们相信，随着零售店的扩张和对流感大流行的有效控制，我们将销售量将逐渐增加。关于-关于上海的第二个问题。上海的政策变化符合我们的预期，实施时间甚至比我们预期的要晚。 此外，我们相信这项政策的细节和实施方式可能会在未来两年内发生变化。我们与上海地方当局保持经常性的沟通。该政策在2023年的实施实际上将鼓励用户提前购买EV和PHEV以及EREV。我们预计对EREV和PHEV的需求实际上将在2022年达到顶峰。 另一方面，上海仅占我们2020年总交付量的9％。这一政策变化将对我们公司整体产生较小的影响。到2022年底，无许可证限制的城市占我们累计交付量的55","text":"$理想汽车(LI)$ 操作员 谢谢你。第一个问题来自高盛（Goldman Sachs）的费芳（Fei Fang）。请继续。您的线路是开放的。 费芳 [外语]让我为自己快速翻译。我的第一个问题是有关第一季度销量指标的环比下降。管理层能否详细说明下降趋势，是在需求或供应方面推动下降的？第二个问题是上海市政府最近的汽车牌照政策。该市显然宣布它将在2023年不再为插电式汽车提供绿板。您能谈谈对此的看法以及对前瞻性能的预期影响吗？谢谢你。 Kevin Yanan Shen 谢谢你芳芳这是凯文。我会回答你的问题。您的第一个问题是，我们认为逐月温和下降并不意味着我们的销售遇到瓶颈。 每月销售超过5,000件的单模车仍然表明我们的Li ONE具有很高的竞争力。2021年1月的交付量为5,379，12月的交付量为6,126，这两个月的平均交付量为5,753。这些数字符合我们之前的增长预期。我们认为，在2月的中国春节期间以及即将到来的中国元宵节期间，我们的销售肯定会受到季节性因素的影响。 此外，考虑到**在中国北方的影响，我们为2021年第一季度推出了相对保守的交付指南。我们相信，随着零售店的扩张和对流感大流行的有效控制，我们将销售量将逐渐增加。关于-关于上海的第二个问题。上海的政策变化符合我们的预期，实施时间甚至比我们预期的要晚。 此外，我们相信这项政策的细节和实施方式可能会在未来两年内发生变化。我们与上海地方当局保持经常性的沟通。该政策在2023年的实施实际上将鼓励用户提前购买EV和PHEV以及EREV。我们预计对EREV和PHEV的需求实际上将在2022年达到顶峰。 另一方面，上海仅占我们2020年总交付量的9％。这一政策变化将对我们公司整体产生较小的影响。到2022年底，无许可证限制的城市占我们累计交付量的55","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368506285","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}