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Meiyiqian
2021-07-09
$顶级手套有限公司(BVA.SI)$
为什么我到现在还没有收到股息?[惊讶]
Meiyiqian
2021-08-11
$维珍银河(SPCE)$
[流泪] [惊讶] [捂脸] [鬼脸] [惊吓] [无语]
Meiyiqian
2021-09-14
$顶级手套有限公司(BVA.SI)$
它会是受到马国疫情影响,产量跟不上去,失去去竞争力?[白眼] [无语] [汗颜] [黑眼圈]
Meiyiqian
2021-07-13
$维珍银河(SPCE)$
老头子美梦成真,🥚我的美梦破碎[生气] [难过]
Meiyiqian
2021-06-04
$NIO Inc.(NIO)$
Great [Great] [Great]
Meiyiqian
2021-07-03
$维珍银河(SPCE)$
[无语] [难过]
Meiyiqian
2021-07-13
$南方恒生科技(03033)$
[笑哭] [捂脸] [财迷] [财迷]
Meiyiqian
2021-06-02
$NIO Inc.(NIO)$
[Great] [Great]
Meiyiqian
2021-09-30
[惊讶] [开心] [微笑]
【异动】维珍银河盘前涨超10%,FAA解除对其停飞令
Meiyiqian
2021-09-18
[微笑]
Meiyiqian
2021-09-17
这篇文章不错,转发给大家看看
@46d9935c:顶级手套🧤Q3收入跌了33%, 股价暴跌8%。值得抄底吗?
Meiyiqian
2021-07-03
[微笑]
先腰斩,再翻倍!造车新势力上半年都经历了什么?
Meiyiqian
2021-05-28
Keep going!
Meiyiqian
2021-05-28
UP UP UP!!
去老虎APP查看更多动态
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[开心] [微笑] ","listText":"[惊讶] [开心] [微笑] ","text":"[惊讶] [开心] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865276157","repostId":"1149115696","repostType":4,"repost":{"id":"1149115696","kind":"news","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":1632988923,"share":"https://www.laohu8.com/m/news/1149115696?lang=&edition=full","pubTime":"2021-09-30 16:02","market":"us","language":"zh","title":"【异动】维珍银河盘前涨超10%,FAA解除对其停飞令","url":"https://stock-news.laohu8.com/highlight/detail?id=1149115696","media":"老虎资讯综合","summary":"9月30日,维珍银河盘前涨超10%,美国联邦航空管理局(FAA)周三表示,已结束对7月11日维珍银河SPCE.N Unity 22在降落时偏离了指定空域的事故调查,并取消了监管机构早些时候下达的停飞令","content":"<p>9月30日,维珍银河盘前涨超10%,美国联邦航空管理局(FAA)周三表示,已结束对7月11日维珍银河SPCE.N Unity 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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【异动】维珍银河盘前涨超10%,FAA解除对其停飞令\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\">2021-09-30 16:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月30日,维珍银河盘前涨超10%,美国联邦航空管理局(FAA)周三表示,已结束对7月11日维珍银河SPCE.N Unity 22在降落时偏离了指定空域的事故调查,并取消了监管机构早些时候下达的停飞令。</p>\n<p><img src=\"https://static.tigerbbs.com/83cfe989f3137320f580981a05f0f774\" tg-width=\"850\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/60fccf8f9fc3dc6df50d92acb49dfde8","relate_stocks":{"SPCE":"维珍银河"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149115696","content_text":"9月30日,维珍银河盘前涨超10%,美国联邦航空管理局(FAA)周三表示,已结束对7月11日维珍银河SPCE.N Unity 22在降落时偏离了指定空域的事故调查,并取消了监管机构早些时候下达的停飞令。","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884563023,"gmtCreate":1631920207062,"gmtModify":1632805405610,"author":{"id":"3581983669667552","authorId":"3581983669667552","name":"Meiyiqian","avatar":"https://static.tigerbbs.com/f612a0fe57f7208176d7e07e30612991","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581983669667552","authorIdStr":"3581983669667552"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[{"img":"https://static.tigerbbs.com/d32186116f6c93828cc6694cba4aa3ff","width":"1125","height":"3175"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884563023","isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":884184381,"gmtCreate":1631867834443,"gmtModify":1631894016049,"author":{"id":"3581983669667552","authorId":"3581983669667552","name":"Meiyiqian","avatar":"https://static.tigerbbs.com/f612a0fe57f7208176d7e07e30612991","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581983669667552","authorIdStr":"3581983669667552"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884184381","repostId":"884378193","repostType":1,"repost":{"id":884378193,"gmtCreate":1631862363712,"gmtModify":1634011011958,"author":{"id":"3558937605407666","authorId":"3558937605407666","name":"46d9935c","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558937605407666","authorIdStr":"3558937605407666"},"themes":[],"title":"顶级手套🧤Q3收入跌了33%, 股价暴跌8%。值得抄底吗?","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BVA.SI\">$顶级手套有限公司(BVA.SI)$</a> “TOP GLOVE”是全世界最大的手套制造商。公司在马来西亚,泰国,越南和中国运营50个多工厂,制造手套和各种各样个人保护装备和其他的消费品(小虎们请注意,公司绝大多数工厂和资产都在马来西亚)。由于马来西亚和泰国有全世界最丰富的橡胶种植园,公司的竞争壁垒挺大的。目前在全世界的手套市场中,顶级手套的市场占有率大概25%[开心] 当然顶级手套从疫情获得了很大的利益,去年公司的股价涨了很多:从2020年初至2020夏天,公司的股价涨了6X[得意] 但是从去年的巅峰,公司的股价已经跌了66%[喷血] [捂脸] [晕] 今年公司的股价跌了很多因为疫苗出来所以大家觉得手套和个人保护装备的需求会下降[思考] 在本财报中,公司的收入和利润都跌了,但小虎投资狮城觉得世界克服疫情之路还是慢长的[傲娇] [难过] [生气] 在长期公司的收入和利润应该可持续涨涨涨。以下图片显示公司的股价在过五5年[吃瓜] 在过去5年公司的平局股息回报率为3.4%[冷漠] 不错[暗中观察] 投资顶级手套的人必须要注意公司的新闻。今年初美国海关禁止公司的产品入镜美国因为有人说公司在马来西亚有强制劳动,但是公司已经解决该问题,可正常对美国市场进行出口。大家请注意公司以马币报道财务细节,目前1新元等于3.1马币。公司的Q3财务报告关键细节如下: 21亿马币,跌了33%[捂脸] (大约6.7亿新元) 净利润为6.3亿新元,跌了48%[喷血] (大约2亿新元) 公司的财务管理比较保守,净资产为73亿马币,涨了19%(大约23","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BVA.SI\">$顶级手套有限公司(BVA.SI)$</a> “TOP 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","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152973200","repostId":"2148687679","repostType":4,"repost":{"id":"2148687679","kind":"highlight","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业,总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1625209719,"share":"https://www.laohu8.com/m/news/2148687679?lang=&edition=full","pubTime":"2021-07-02 15:08","market":"us","language":"zh","title":"先腰斩,再翻倍!造车新势力上半年都经历了什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=2148687679","media":"Wind万得","summary":"在美上市的三家中国电动车新势力均公布了今年上半年销量,全部大幅增长,半年销量接近去年全年。","content":"<p>在美上市的三家中国电动车新势力均公布了今年上半年销量,全部大幅增长,半年销量接近去年全年,而他们的股价在年初一轮大幅下挫后再次发起攻势,谁能最先创下历史新高?</p>\n<p>7月1日,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>发布6月交付数据,数据显示,公司6月交付量达8083辆,同比增长116.1%,创历史新高。<b>1-6月,累计交付41956辆,达到去年全年交付量的95.9%。</b></p>\n<p>同日,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>也公布了成绩单,6月交付量达6565辆,同比增长高达617%。<b>1-6月,累计交付量已经超过其2020年全年的交付量,达到30738辆。</b>小鹏汽车2018年6月首次实现量产,当年交付仅232辆。</p>\n<p>紧接着7月2日,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>公布6月交付7713辆理想ONE,同比增长320.6%,创单月交付量新纪录。<b>1-6月,累计交付30154辆。</b>理想汽车2019年12月首次交付,当年交付量只有1000辆。</p>\n<p><img src=\"https://static.tigerbbs.com/1b37547aba879dc1097c41cf53d62e4b\" tg-width=\"714\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p>\n<p>这三家公司蔚来最早赴美上市,2018年登陆纳斯达克,目前市值也是最高的,超700亿美元,小鹏和理想则是到2020年才远渡重洋,目前市值刚超300亿美元。</p>\n<p>2020年由于整体流动性宽松,这三家公司全都实现巨额涨幅,今年1月份,蔚来市值一度突破千亿美元,跃升至全球第四大车企。胡润研究院发布的2020胡润世界500强,蔚来成为价值增长最快的中国公司。蔚来从死亡边缘到备受追捧,年销量节节蹿升,超过4.3万台,同比增长112.6%,股价一度涨近50倍,实现了毛利率转正。</p>\n<p>随后市场担心美联储收紧货币政策,股市出现整体回调,这三家公司股价全部腰斩,现在在销量大超预期的带动下,又开始强劲反弹。年初三家公司下跌幅度均超高50%,其中小鹏下跌幅度最高,接近70%,随后开启反弹之路,理想反弹幅度最高,已经翻倍,但是距离历史新高还差30%,蔚来反弹力度最弱,但也有60%的涨幅。</p>\n<p><img src=\"https://static.tigerbbs.com/135b37f83f0b68dda54c926096011d35\" tg-width=\"602\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p>\n<p>德银表示,除了受益于成长股的普遍上涨之外,造车新势力齐头大涨,还有以下几大原因。</p>\n<p>首先,在2023年-2024年之前,新晋进入造车领域的<a href=\"https://laohu8.com/S/BIDU\">百度</a>集团、小米等公司可能不会有任何靠谱的产品面世。其次,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>糟糕的公关能力、后续新进订单有可能减少也是中概造车新势力股价的一大助力。还有,随着芯片供应状况改善,造车新势力需求侧和销售量也越来越强劲。</p>\n<p><b>这三家公司销量大幅上涨的背景是中<a href=\"https://laohu8.com/S/600617\">国新能源</a>车市场整体的井喷式发展。今年新能源乘用车预测销量调高至240万辆。</b></p>\n<p>今年1-5月新能源车市场批发销量达到86万辆,同比增长2.5倍,走势火爆。根据中国汽车工业协会公布的数据显示,今年5月,国内新能源汽车销量21.7万辆,增长159.7%;1-5月,新能源车累计销量95.0万辆,增长224.2%。</p>\n<p>在日前召开的2021中国汽车论坛上,中国汽车工业协会副秘书长师建华表示,年初协会在预测时,就预感到了新能源汽车市场上涨的趋势,预计今年新能源汽车销量超过200万辆不成问题。</p>\n<p>中国汽车工业协会常务副会长兼秘书长付炳锋则表示,预计未来五年我国新能源汽车产销增速将保持在40%以上,到2025年,我国新能源车销量占比将达到20%-30%。</p>","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>先腰斩,再翻倍!造车新势力上半年都经历了什么?</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先腰斩,再翻倍!造车新势力上半年都经历了什么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-07-02 15:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>在美上市的三家中国电动车新势力均公布了今年上半年销量,全部大幅增长,半年销量接近去年全年,而他们的股价在年初一轮大幅下挫后再次发起攻势,谁能最先创下历史新高?</p>\n<p>7月1日,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>发布6月交付数据,数据显示,公司6月交付量达8083辆,同比增长116.1%,创历史新高。<b>1-6月,累计交付41956辆,达到去年全年交付量的95.9%。</b></p>\n<p>同日,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>也公布了成绩单,6月交付量达6565辆,同比增长高达617%。<b>1-6月,累计交付量已经超过其2020年全年的交付量,达到30738辆。</b>小鹏汽车2018年6月首次实现量产,当年交付仅232辆。</p>\n<p>紧接着7月2日,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>公布6月交付7713辆理想ONE,同比增长320.6%,创单月交付量新纪录。<b>1-6月,累计交付30154辆。</b>理想汽车2019年12月首次交付,当年交付量只有1000辆。</p>\n<p><img src=\"https://static.tigerbbs.com/1b37547aba879dc1097c41cf53d62e4b\" tg-width=\"714\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p>\n<p>这三家公司蔚来最早赴美上市,2018年登陆纳斯达克,目前市值也是最高的,超700亿美元,小鹏和理想则是到2020年才远渡重洋,目前市值刚超300亿美元。</p>\n<p>2020年由于整体流动性宽松,这三家公司全都实现巨额涨幅,今年1月份,蔚来市值一度突破千亿美元,跃升至全球第四大车企。胡润研究院发布的2020胡润世界500强,蔚来成为价值增长最快的中国公司。蔚来从死亡边缘到备受追捧,年销量节节蹿升,超过4.3万台,同比增长112.6%,股价一度涨近50倍,实现了毛利率转正。</p>\n<p>随后市场担心美联储收紧货币政策,股市出现整体回调,这三家公司股价全部腰斩,现在在销量大超预期的带动下,又开始强劲反弹。年初三家公司下跌幅度均超高50%,其中小鹏下跌幅度最高,接近70%,随后开启反弹之路,理想反弹幅度最高,已经翻倍,但是距离历史新高还差30%,蔚来反弹力度最弱,但也有60%的涨幅。</p>\n<p><img src=\"https://static.tigerbbs.com/135b37f83f0b68dda54c926096011d35\" tg-width=\"602\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p>\n<p>德银表示,除了受益于成长股的普遍上涨之外,造车新势力齐头大涨,还有以下几大原因。</p>\n<p>首先,在2023年-2024年之前,新晋进入造车领域的<a href=\"https://laohu8.com/S/BIDU\">百度</a>集团、小米等公司可能不会有任何靠谱的产品面世。其次,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>糟糕的公关能力、后续新进订单有可能减少也是中概造车新势力股价的一大助力。还有,随着芯片供应状况改善,造车新势力需求侧和销售量也越来越强劲。</p>\n<p><b>这三家公司销量大幅上涨的背景是中<a href=\"https://laohu8.com/S/600617\">国新能源</a>车市场整体的井喷式发展。今年新能源乘用车预测销量调高至240万辆。</b></p>\n<p>今年1-5月新能源车市场批发销量达到86万辆,同比增长2.5倍,走势火爆。根据中国汽车工业协会公布的数据显示,今年5月,国内新能源汽车销量21.7万辆,增长159.7%;1-5月,新能源车累计销量95.0万辆,增长224.2%。</p>\n<p>在日前召开的2021中国汽车论坛上,中国汽车工业协会副秘书长师建华表示,年初协会在预测时,就预感到了新能源汽车市场上涨的趋势,预计今年新能源汽车销量超过200万辆不成问题。</p>\n<p>中国汽车工业协会常务副会长兼秘书长付炳锋则表示,预计未来五年我国新能源汽车产销增速将保持在40%以上,到2025年,我国新能源车销量占比将达到20%-30%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/71227747b2f467c4d3104fc183d40594","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148687679","content_text":"在美上市的三家中国电动车新势力均公布了今年上半年销量,全部大幅增长,半年销量接近去年全年,而他们的股价在年初一轮大幅下挫后再次发起攻势,谁能最先创下历史新高?\n7月1日,蔚来发布6月交付数据,数据显示,公司6月交付量达8083辆,同比增长116.1%,创历史新高。1-6月,累计交付41956辆,达到去年全年交付量的95.9%。\n同日,小鹏汽车也公布了成绩单,6月交付量达6565辆,同比增长高达617%。1-6月,累计交付量已经超过其2020年全年的交付量,达到30738辆。小鹏汽车2018年6月首次实现量产,当年交付仅232辆。\n紧接着7月2日,理想汽车公布6月交付7713辆理想ONE,同比增长320.6%,创单月交付量新纪录。1-6月,累计交付30154辆。理想汽车2019年12月首次交付,当年交付量只有1000辆。\n\n这三家公司蔚来最早赴美上市,2018年登陆纳斯达克,目前市值也是最高的,超700亿美元,小鹏和理想则是到2020年才远渡重洋,目前市值刚超300亿美元。\n2020年由于整体流动性宽松,这三家公司全都实现巨额涨幅,今年1月份,蔚来市值一度突破千亿美元,跃升至全球第四大车企。胡润研究院发布的2020胡润世界500强,蔚来成为价值增长最快的中国公司。蔚来从死亡边缘到备受追捧,年销量节节蹿升,超过4.3万台,同比增长112.6%,股价一度涨近50倍,实现了毛利率转正。\n随后市场担心美联储收紧货币政策,股市出现整体回调,这三家公司股价全部腰斩,现在在销量大超预期的带动下,又开始强劲反弹。年初三家公司下跌幅度均超高50%,其中小鹏下跌幅度最高,接近70%,随后开启反弹之路,理想反弹幅度最高,已经翻倍,但是距离历史新高还差30%,蔚来反弹力度最弱,但也有60%的涨幅。\n\n德银表示,除了受益于成长股的普遍上涨之外,造车新势力齐头大涨,还有以下几大原因。\n首先,在2023年-2024年之前,新晋进入造车领域的百度集团、小米等公司可能不会有任何靠谱的产品面世。其次,特斯拉糟糕的公关能力、后续新进订单有可能减少也是中概造车新势力股价的一大助力。还有,随着芯片供应状况改善,造车新势力需求侧和销售量也越来越强劲。\n这三家公司销量大幅上涨的背景是中国新能源车市场整体的井喷式发展。今年新能源乘用车预测销量调高至240万辆。\n今年1-5月新能源车市场批发销量达到86万辆,同比增长2.5倍,走势火爆。根据中国汽车工业协会公布的数据显示,今年5月,国内新能源汽车销量21.7万辆,增长159.7%;1-5月,新能源车累计销量95.0万辆,增长224.2%。\n在日前召开的2021中国汽车论坛上,中国汽车工业协会副秘书长师建华表示,年初协会在预测时,就预感到了新能源汽车市场上涨的趋势,预计今年新能源汽车销量超过200万辆不成问题。\n中国汽车工业协会常务副会长兼秘书长付炳锋则表示,预计未来五年我国新能源汽车产销增速将保持在40%以上,到2025年,我国新能源车销量占比将达到20%-30%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":152944025,"gmtCreate":1625267242167,"gmtModify":1631894014864,"author":{"id":"3581983669667552","authorId":"3581983669667552","name":"Meiyiqian","avatar":"https://static.tigerbbs.com/f612a0fe57f7208176d7e07e30612991","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581983669667552","authorIdStr":"3581983669667552"},"themes":[],"htmlText":"<a 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height=\"auto\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/60fccf8f9fc3dc6df50d92acb49dfde8","relate_stocks":{"SPCE":"维珍银河"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149115696","content_text":"9月30日,维珍银河盘前涨超10%,美国联邦航空管理局(FAA)周三表示,已结束对7月11日维珍银河SPCE.N Unity 22在降落时偏离了指定空域的事故调查,并取消了监管机构早些时候下达的停飞令。","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884563023,"gmtCreate":1631920207062,"gmtModify":1632805405610,"author":{"id":"3581983669667552","authorId":"3581983669667552","name":"Meiyiqian","avatar":"https://static.tigerbbs.com/f612a0fe57f7208176d7e07e30612991","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581983669667552","authorIdStr":"3581983669667552"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[{"img":"https://static.tigerbbs.com/d32186116f6c93828cc6694cba4aa3ff","width":"1125","height":"3175"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884563023","isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":884184381,"gmtCreate":1631867834443,"gmtModify":1631894016049,"author":{"id":"3581983669667552","authorId":"3581983669667552","name":"Meiyiqian","avatar":"https://static.tigerbbs.com/f612a0fe57f7208176d7e07e30612991","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581983669667552","authorIdStr":"3581983669667552"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884184381","repostId":"884378193","repostType":1,"repost":{"id":884378193,"gmtCreate":1631862363712,"gmtModify":1634011011958,"author":{"id":"3558937605407666","authorId":"3558937605407666","name":"46d9935c","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558937605407666","authorIdStr":"3558937605407666"},"themes":[],"title":"顶级手套🧤Q3收入跌了33%, 股价暴跌8%。值得抄底吗?","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BVA.SI\">$顶级手套有限公司(BVA.SI)$</a> “TOP GLOVE”是全世界最大的手套制造商。公司在马来西亚,泰国,越南和中国运营50个多工厂,制造手套和各种各样个人保护装备和其他的消费品(小虎们请注意,公司绝大多数工厂和资产都在马来西亚)。由于马来西亚和泰国有全世界最丰富的橡胶种植园,公司的竞争壁垒挺大的。目前在全世界的手套市场中,顶级手套的市场占有率大概25%[开心] 当然顶级手套从疫情获得了很大的利益,去年公司的股价涨了很多:从2020年初至2020夏天,公司的股价涨了6X[得意] 但是从去年的巅峰,公司的股价已经跌了66%[喷血] [捂脸] [晕] 今年公司的股价跌了很多因为疫苗出来所以大家觉得手套和个人保护装备的需求会下降[思考] 在本财报中,公司的收入和利润都跌了,但小虎投资狮城觉得世界克服疫情之路还是慢长的[傲娇] [难过] [生气] 在长期公司的收入和利润应该可持续涨涨涨。以下图片显示公司的股价在过五5年[吃瓜] 在过去5年公司的平局股息回报率为3.4%[冷漠] 不错[暗中观察] 投资顶级手套的人必须要注意公司的新闻。今年初美国海关禁止公司的产品入镜美国因为有人说公司在马来西亚有强制劳动,但是公司已经解决该问题,可正常对美国市场进行出口。大家请注意公司以马币报道财务细节,目前1新元等于3.1马币。公司的Q3财务报告关键细节如下: 21亿马币,跌了33%[捂脸] (大约6.7亿新元) 净利润为6.3亿新元,跌了48%[喷血] (大约2亿新元) 公司的财务管理比较保守,净资产为73亿马币,涨了19%(大约23","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BVA.SI\">$顶级手套有限公司(BVA.SI)$</a> “TOP GLOVE”是全世界最大的手套制造商。公司在马来西亚,泰国,越南和中国运营50个多工厂,制造手套和各种各样个人保护装备和其他的消费品(小虎们请注意,公司绝大多数工厂和资产都在马来西亚)。由于马来西亚和泰国有全世界最丰富的橡胶种植园,公司的竞争壁垒挺大的。目前在全世界的手套市场中,顶级手套的市场占有率大概25%[开心] 当然顶级手套从疫情获得了很大的利益,去年公司的股价涨了很多:从2020年初至2020夏天,公司的股价涨了6X[得意] 但是从去年的巅峰,公司的股价已经跌了66%[喷血] [捂脸] [晕] 今年公司的股价跌了很多因为疫苗出来所以大家觉得手套和个人保护装备的需求会下降[思考] 在本财报中,公司的收入和利润都跌了,但小虎投资狮城觉得世界克服疫情之路还是慢长的[傲娇] [难过] [生气] 在长期公司的收入和利润应该可持续涨涨涨。以下图片显示公司的股价在过五5年[吃瓜] 在过去5年公司的平局股息回报率为3.4%[冷漠] 不错[暗中观察] 投资顶级手套的人必须要注意公司的新闻。今年初美国海关禁止公司的产品入镜美国因为有人说公司在马来西亚有强制劳动,但是公司已经解决该问题,可正常对美国市场进行出口。大家请注意公司以马币报道财务细节,目前1新元等于3.1马币。公司的Q3财务报告关键细节如下: 21亿马币,跌了33%[捂脸] (大约6.7亿新元) 净利润为6.3亿新元,跌了48%[喷血] (大约2亿新元) 公司的财务管理比较保守,净资产为73亿马币,涨了19%(大约23","text":"$顶级手套有限公司(BVA.SI)$ “TOP GLOVE”是全世界最大的手套制造商。公司在马来西亚,泰国,越南和中国运营50个多工厂,制造手套和各种各样个人保护装备和其他的消费品(小虎们请注意,公司绝大多数工厂和资产都在马来西亚)。由于马来西亚和泰国有全世界最丰富的橡胶种植园,公司的竞争壁垒挺大的。目前在全世界的手套市场中,顶级手套的市场占有率大概25%[开心] 当然顶级手套从疫情获得了很大的利益,去年公司的股价涨了很多:从2020年初至2020夏天,公司的股价涨了6X[得意] 但是从去年的巅峰,公司的股价已经跌了66%[喷血] [捂脸] [晕] 今年公司的股价跌了很多因为疫苗出来所以大家觉得手套和个人保护装备的需求会下降[思考] 在本财报中,公司的收入和利润都跌了,但小虎投资狮城觉得世界克服疫情之路还是慢长的[傲娇] [难过] [生气] 在长期公司的收入和利润应该可持续涨涨涨。以下图片显示公司的股价在过五5年[吃瓜] 在过去5年公司的平局股息回报率为3.4%[冷漠] 不错[暗中观察] 投资顶级手套的人必须要注意公司的新闻。今年初美国海关禁止公司的产品入镜美国因为有人说公司在马来西亚有强制劳动,但是公司已经解决该问题,可正常对美国市场进行出口。大家请注意公司以马币报道财务细节,目前1新元等于3.1马币。公司的Q3财务报告关键细节如下: 21亿马币,跌了33%[捂脸] (大约6.7亿新元) 净利润为6.3亿新元,跌了48%[喷血] (大约2亿新元) 公司的财务管理比较保守,净资产为73亿马币,涨了19%(大约23","images":[{"img":"https://static.tigerbbs.com/028b002dda10f0450f80f2eeeef6ee24"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884378193","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":152973200,"gmtCreate":1625267582800,"gmtModify":1631894016257,"author":{"id":"3581983669667552","authorId":"3581983669667552","name":"Meiyiqian","avatar":"https://static.tigerbbs.com/f612a0fe57f7208176d7e07e30612991","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581983669667552","authorIdStr":"3581983669667552"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152973200","repostId":"2148687679","repostType":4,"repost":{"id":"2148687679","kind":"highlight","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业,总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1625209719,"share":"https://www.laohu8.com/m/news/2148687679?lang=&edition=full","pubTime":"2021-07-02 15:08","market":"us","language":"zh","title":"先腰斩,再翻倍!造车新势力上半年都经历了什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=2148687679","media":"Wind万得","summary":"在美上市的三家中国电动车新势力均公布了今年上半年销量,全部大幅增长,半年销量接近去年全年。","content":"<p>在美上市的三家中国电动车新势力均公布了今年上半年销量,全部大幅增长,半年销量接近去年全年,而他们的股价在年初一轮大幅下挫后再次发起攻势,谁能最先创下历史新高?</p>\n<p>7月1日,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>发布6月交付数据,数据显示,公司6月交付量达8083辆,同比增长116.1%,创历史新高。<b>1-6月,累计交付41956辆,达到去年全年交付量的95.9%。</b></p>\n<p>同日,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>也公布了成绩单,6月交付量达6565辆,同比增长高达617%。<b>1-6月,累计交付量已经超过其2020年全年的交付量,达到30738辆。</b>小鹏汽车2018年6月首次实现量产,当年交付仅232辆。</p>\n<p>紧接着7月2日,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>公布6月交付7713辆理想ONE,同比增长320.6%,创单月交付量新纪录。<b>1-6月,累计交付30154辆。</b>理想汽车2019年12月首次交付,当年交付量只有1000辆。</p>\n<p><img src=\"https://static.tigerbbs.com/1b37547aba879dc1097c41cf53d62e4b\" tg-width=\"714\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p>\n<p>这三家公司蔚来最早赴美上市,2018年登陆纳斯达克,目前市值也是最高的,超700亿美元,小鹏和理想则是到2020年才远渡重洋,目前市值刚超300亿美元。</p>\n<p>2020年由于整体流动性宽松,这三家公司全都实现巨额涨幅,今年1月份,蔚来市值一度突破千亿美元,跃升至全球第四大车企。胡润研究院发布的2020胡润世界500强,蔚来成为价值增长最快的中国公司。蔚来从死亡边缘到备受追捧,年销量节节蹿升,超过4.3万台,同比增长112.6%,股价一度涨近50倍,实现了毛利率转正。</p>\n<p>随后市场担心美联储收紧货币政策,股市出现整体回调,这三家公司股价全部腰斩,现在在销量大超预期的带动下,又开始强劲反弹。年初三家公司下跌幅度均超高50%,其中小鹏下跌幅度最高,接近70%,随后开启反弹之路,理想反弹幅度最高,已经翻倍,但是距离历史新高还差30%,蔚来反弹力度最弱,但也有60%的涨幅。</p>\n<p><img src=\"https://static.tigerbbs.com/135b37f83f0b68dda54c926096011d35\" tg-width=\"602\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p>\n<p>德银表示,除了受益于成长股的普遍上涨之外,造车新势力齐头大涨,还有以下几大原因。</p>\n<p>首先,在2023年-2024年之前,新晋进入造车领域的<a href=\"https://laohu8.com/S/BIDU\">百度</a>集团、小米等公司可能不会有任何靠谱的产品面世。其次,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>糟糕的公关能力、后续新进订单有可能减少也是中概造车新势力股价的一大助力。还有,随着芯片供应状况改善,造车新势力需求侧和销售量也越来越强劲。</p>\n<p><b>这三家公司销量大幅上涨的背景是中<a href=\"https://laohu8.com/S/600617\">国新能源</a>车市场整体的井喷式发展。今年新能源乘用车预测销量调高至240万辆。</b></p>\n<p>今年1-5月新能源车市场批发销量达到86万辆,同比增长2.5倍,走势火爆。根据中国汽车工业协会公布的数据显示,今年5月,国内新能源汽车销量21.7万辆,增长159.7%;1-5月,新能源车累计销量95.0万辆,增长224.2%。</p>\n<p>在日前召开的2021中国汽车论坛上,中国汽车工业协会副秘书长师建华表示,年初协会在预测时,就预感到了新能源汽车市场上涨的趋势,预计今年新能源汽车销量超过200万辆不成问题。</p>\n<p>中国汽车工业协会常务副会长兼秘书长付炳锋则表示,预计未来五年我国新能源汽车产销增速将保持在40%以上,到2025年,我国新能源车销量占比将达到20%-30%。</p>","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>先腰斩,再翻倍!造车新势力上半年都经历了什么?</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先腰斩,再翻倍!造车新势力上半年都经历了什么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-07-02 15:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>在美上市的三家中国电动车新势力均公布了今年上半年销量,全部大幅增长,半年销量接近去年全年,而他们的股价在年初一轮大幅下挫后再次发起攻势,谁能最先创下历史新高?</p>\n<p>7月1日,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>发布6月交付数据,数据显示,公司6月交付量达8083辆,同比增长116.1%,创历史新高。<b>1-6月,累计交付41956辆,达到去年全年交付量的95.9%。</b></p>\n<p>同日,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>也公布了成绩单,6月交付量达6565辆,同比增长高达617%。<b>1-6月,累计交付量已经超过其2020年全年的交付量,达到30738辆。</b>小鹏汽车2018年6月首次实现量产,当年交付仅232辆。</p>\n<p>紧接着7月2日,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>公布6月交付7713辆理想ONE,同比增长320.6%,创单月交付量新纪录。<b>1-6月,累计交付30154辆。</b>理想汽车2019年12月首次交付,当年交付量只有1000辆。</p>\n<p><img src=\"https://static.tigerbbs.com/1b37547aba879dc1097c41cf53d62e4b\" tg-width=\"714\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p>\n<p>这三家公司蔚来最早赴美上市,2018年登陆纳斯达克,目前市值也是最高的,超700亿美元,小鹏和理想则是到2020年才远渡重洋,目前市值刚超300亿美元。</p>\n<p>2020年由于整体流动性宽松,这三家公司全都实现巨额涨幅,今年1月份,蔚来市值一度突破千亿美元,跃升至全球第四大车企。胡润研究院发布的2020胡润世界500强,蔚来成为价值增长最快的中国公司。蔚来从死亡边缘到备受追捧,年销量节节蹿升,超过4.3万台,同比增长112.6%,股价一度涨近50倍,实现了毛利率转正。</p>\n<p>随后市场担心美联储收紧货币政策,股市出现整体回调,这三家公司股价全部腰斩,现在在销量大超预期的带动下,又开始强劲反弹。年初三家公司下跌幅度均超高50%,其中小鹏下跌幅度最高,接近70%,随后开启反弹之路,理想反弹幅度最高,已经翻倍,但是距离历史新高还差30%,蔚来反弹力度最弱,但也有60%的涨幅。</p>\n<p><img src=\"https://static.tigerbbs.com/135b37f83f0b68dda54c926096011d35\" tg-width=\"602\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p>\n<p>德银表示,除了受益于成长股的普遍上涨之外,造车新势力齐头大涨,还有以下几大原因。</p>\n<p>首先,在2023年-2024年之前,新晋进入造车领域的<a href=\"https://laohu8.com/S/BIDU\">百度</a>集团、小米等公司可能不会有任何靠谱的产品面世。其次,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>糟糕的公关能力、后续新进订单有可能减少也是中概造车新势力股价的一大助力。还有,随着芯片供应状况改善,造车新势力需求侧和销售量也越来越强劲。</p>\n<p><b>这三家公司销量大幅上涨的背景是中<a href=\"https://laohu8.com/S/600617\">国新能源</a>车市场整体的井喷式发展。今年新能源乘用车预测销量调高至240万辆。</b></p>\n<p>今年1-5月新能源车市场批发销量达到86万辆,同比增长2.5倍,走势火爆。根据中国汽车工业协会公布的数据显示,今年5月,国内新能源汽车销量21.7万辆,增长159.7%;1-5月,新能源车累计销量95.0万辆,增长224.2%。</p>\n<p>在日前召开的2021中国汽车论坛上,中国汽车工业协会副秘书长师建华表示,年初协会在预测时,就预感到了新能源汽车市场上涨的趋势,预计今年新能源汽车销量超过200万辆不成问题。</p>\n<p>中国汽车工业协会常务副会长兼秘书长付炳锋则表示,预计未来五年我国新能源汽车产销增速将保持在40%以上,到2025年,我国新能源车销量占比将达到20%-30%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/71227747b2f467c4d3104fc183d40594","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148687679","content_text":"在美上市的三家中国电动车新势力均公布了今年上半年销量,全部大幅增长,半年销量接近去年全年,而他们的股价在年初一轮大幅下挫后再次发起攻势,谁能最先创下历史新高?\n7月1日,蔚来发布6月交付数据,数据显示,公司6月交付量达8083辆,同比增长116.1%,创历史新高。1-6月,累计交付41956辆,达到去年全年交付量的95.9%。\n同日,小鹏汽车也公布了成绩单,6月交付量达6565辆,同比增长高达617%。1-6月,累计交付量已经超过其2020年全年的交付量,达到30738辆。小鹏汽车2018年6月首次实现量产,当年交付仅232辆。\n紧接着7月2日,理想汽车公布6月交付7713辆理想ONE,同比增长320.6%,创单月交付量新纪录。1-6月,累计交付30154辆。理想汽车2019年12月首次交付,当年交付量只有1000辆。\n\n这三家公司蔚来最早赴美上市,2018年登陆纳斯达克,目前市值也是最高的,超700亿美元,小鹏和理想则是到2020年才远渡重洋,目前市值刚超300亿美元。\n2020年由于整体流动性宽松,这三家公司全都实现巨额涨幅,今年1月份,蔚来市值一度突破千亿美元,跃升至全球第四大车企。胡润研究院发布的2020胡润世界500强,蔚来成为价值增长最快的中国公司。蔚来从死亡边缘到备受追捧,年销量节节蹿升,超过4.3万台,同比增长112.6%,股价一度涨近50倍,实现了毛利率转正。\n随后市场担心美联储收紧货币政策,股市出现整体回调,这三家公司股价全部腰斩,现在在销量大超预期的带动下,又开始强劲反弹。年初三家公司下跌幅度均超高50%,其中小鹏下跌幅度最高,接近70%,随后开启反弹之路,理想反弹幅度最高,已经翻倍,但是距离历史新高还差30%,蔚来反弹力度最弱,但也有60%的涨幅。\n\n德银表示,除了受益于成长股的普遍上涨之外,造车新势力齐头大涨,还有以下几大原因。\n首先,在2023年-2024年之前,新晋进入造车领域的百度集团、小米等公司可能不会有任何靠谱的产品面世。其次,特斯拉糟糕的公关能力、后续新进订单有可能减少也是中概造车新势力股价的一大助力。还有,随着芯片供应状况改善,造车新势力需求侧和销售量也越来越强劲。\n这三家公司销量大幅上涨的背景是中国新能源车市场整体的井喷式发展。今年新能源乘用车预测销量调高至240万辆。\n今年1-5月新能源车市场批发销量达到86万辆,同比增长2.5倍,走势火爆。根据中国汽车工业协会公布的数据显示,今年5月,国内新能源汽车销量21.7万辆,增长159.7%;1-5月,新能源车累计销量95.0万辆,增长224.2%。\n在日前召开的2021中国汽车论坛上,中国汽车工业协会副秘书长师建华表示,年初协会在预测时,就预感到了新能源汽车市场上涨的趋势,预计今年新能源汽车销量超过200万辆不成问题。\n中国汽车工业协会常务副会长兼秘书长付炳锋则表示,预计未来五年我国新能源汽车产销增速将保持在40%以上,到2025年,我国新能源车销量占比将达到20%-30%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":134319259,"gmtCreate":1622207374471,"gmtModify":1631894016256,"author":{"id":"3581983669667552","authorId":"3581983669667552","name":"Meiyiqian","avatar":"https://static.tigerbbs.com/f612a0fe57f7208176d7e07e30612991","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581983669667552","authorIdStr":"3581983669667552"},"themes":[],"htmlText":"Keep 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