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Blueberryoh
2021-11-17
$苹果(AAPL)$
加油加油
Blueberryoh
2021-11-17
$苹果(AAPL)$
加油加油
Blueberryoh
2021-11-12
$卓越自动系统(5TY.SI)$
好
Blueberryoh
2021-11-11
$亚马逊(AMZN)$
好
Blueberryoh
2021-11-10
$亚马逊(AMZN)$
好
Blueberryoh
2021-11-09
$Adaptive Biotechnologies Corp(ADPT)$
好
Blueberryoh
2021-11-09
好股票怎么了
Blueberryoh
2021-11-09
$中国群达科技(GU5.SI)$
好
Blueberryoh
2021-11-07
$阿里巴巴(BABA)$
好
Blueberryoh
2021-11-07
$苹果(AAPL)$
好
Blueberryoh
2021-11-06
$Netflix, Inc.(NFLX)$
好
Blueberryoh
2021-11-06
$卓越自动系统(5TY.SI)$
好
Blueberryoh
2021-11-05
$卓越自动系统(5TY.SI)$
好
Blueberryoh
2021-11-05
$卓越自动系统(5TY.SI)$
好
Blueberryoh
2021-11-05
$卓越自动系统(5TY.SI)$
好
Blueberryoh
2021-11-04
$苹果(AAPL)$
好
Blueberryoh
2021-11-03
$特斯拉(TSLA)$
好
Blueberryoh
2021-11-02
$卓越自动系统(5TY.SI)$
好
Blueberryoh
2021-11-02
好
蔚来销量环比跌六成,造车新势力阵营大变天
Blueberryoh
2021-11-01
$中国矿业国际(BHD.SI)$
好
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href=\"https://laohu8.com/S/5TY.SI\">$卓越自动系统(5TY.SI)$</a>好","text":"$卓越自动系统(5TY.SI)$好","images":[{"img":"https://static.tigerbbs.com/1247709626c813655ba6c25954058051","width":"1080","height":"2796"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846340418","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":848325913,"gmtCreate":1635976789479,"gmtModify":1635977235249,"author":{"id":"3585978523643493","authorId":"3585978523643493","name":"Blueberryoh","avatar":"https://static.tigerbbs.com/09894acdcb6f8ec9f8701abfd50e6214","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585978523643493","authorIdStr":"3585978523643493"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>好","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>好","text":"$苹果(AAPL)$好","images":[{"img":"https://static.tigerbbs.com/651bf6fd5bd55e2fbb959e7b44083b9a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848325913","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":841387756,"gmtCreate":1635889599085,"gmtModify":1635889602422,"author":{"id":"3585978523643493","authorId":"3585978523643493","name":"Blueberryoh","avatar":"https://static.tigerbbs.com/09894acdcb6f8ec9f8701abfd50e6214","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585978523643493","authorIdStr":"3585978523643493"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>好","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>好","text":"$特斯拉(TSLA)$好","images":[{"img":"https://static.tigerbbs.com/e9b4d4cade5ee56b82347eade42a2cde","width":"1080","height":"2895"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841387756","isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":843924763,"gmtCreate":1635803965068,"gmtModify":1635803965206,"author":{"id":"3585978523643493","authorId":"3585978523643493","name":"Blueberryoh","avatar":"https://static.tigerbbs.com/09894acdcb6f8ec9f8701abfd50e6214","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585978523643493","authorIdStr":"3585978523643493"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/5TY.SI\">$卓越自动系统(5TY.SI)$</a>好","listText":"<a href=\"https://laohu8.com/S/5TY.SI\">$卓越自动系统(5TY.SI)$</a>好","text":"$卓越自动系统(5TY.SI)$好","images":[{"img":"https://static.tigerbbs.com/b9d04043ed479027eabb889fd1e16643","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843924763","isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":843925194,"gmtCreate":1635803827785,"gmtModify":1635803827785,"author":{"id":"3585978523643493","authorId":"3585978523643493","name":"Blueberryoh","avatar":"https://static.tigerbbs.com/09894acdcb6f8ec9f8701abfd50e6214","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585978523643493","authorIdStr":"3585978523643493"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843925194","repostId":"1119454025","repostType":4,"repost":{"id":"1119454025","pubTimestamp":1635779895,"share":"https://www.laohu8.com/m/news/1119454025?lang=&edition=full","pubTime":"2021-11-01 23:18","market":"us","language":"zh","title":"蔚来销量环比跌六成,造车新势力阵营大变天","url":"https://stock-news.laohu8.com/highlight/detail?id=1119454025","media":"虎嗅","summary":"蔚来和理想,这两家占尽了资本、市场先发优势的品牌,需要紧张起来了。","content":"<p>出品 | 虎嗅汽车组</p>\n<p>作者 | 王笑渔</p>\n<p>又到了,每月1号的晒销量时间。</p>\n<p>11月1日,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车相继公布10月交付量数据。虽然,三家都被“缺芯”难题所困,但蔚来的情况更加复杂——10月,蔚来共交付新车3,667台。作为对比,小鹏10月交付量达到10,138台,理想的交付量为7,649台。</p>\n<p>小鹏汽车时隔许久,再次登顶造车新势力月销榜榜首。</p>\n<p>刚收获360集团融资的哪吒汽车,以8,107台的成绩挤进第二名。理想汽车守住了前三的位置。威马汽车以5,025台的成绩,位列第四。然而,上月还在“冠军宝座”上的蔚来,却在Q3财报出炉之前,跌出了销量第一阵营。</p>\n<p><img src=\"https://static.tigerbbs.com/eed3d25ff8abacc4e037c2b18300685c\" tg-width=\"550\" tg-height=\"241\" referrerpolicy=\"no-referrer\"></p>\n<p>销量的短暂掉队,或许是客观因素造成的。但另一方面,以哪吒为首的二线新势力正在崛起,以大众ID.系列为首的传统车企纯电动品牌正在快速上量。蔚来和理想,这两家占尽了资本、市场先发优势的品牌,需要紧张起来了。</p>\n<p><b>一、新势力卖起了“减配车”?</b></p>\n<p>“10月订单情况还不错,创了历史新高。因为生产线阶段性升级,耽误了交车,我们也给这部分用户额外准备了积分。”在蔚来公布10月销量数据后,蔚来企业传播负责人马麟如是说道。</p>\n<p>11月1日,蔚来公布2021年10月交付量,共交付新车3,667台。而相比9月的交付量10,628台,蔚来月销量环比下滑了65.5%。如马麟所给出的说法一致:10月,江淮蔚来合肥先进制造基地生产线完成了阶段性改造,主要是为了应对ET7等后续车型的投产。直到10月下旬起,才逐步恢复生产。</p>\n<p><img src=\"https://static.tigerbbs.com/f5501c3b58899f750640b6896de105ab\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p>\n<p>事实上,多家新势力都面临“交付困难”的情况,但更多的压力还是来自供应链。</p>\n<p>小鹏汽车副总裁、品牌公关总经理李鹏程在朋友圈写到:“‘井喷’的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>新能源市场无处不在的供应链等压力,来之不易的‘销量连续破万’,不身在其中,很难理解个中滋味。”</p>\n<p>有新增订单,但不能转为交付量的痛苦滋味,理想汽车是最懂的。最早喊出月销量破万的理想汽车,在9月只录得7,094辆的成绩,10月艰难攀升至了7,649辆。“10月份理想ONE新增定单数量超过14,500单,我们正在和供应商全力合作恢复毫米波雷达的供应。”理想汽车联合创始人兼总裁沈亚楠说。</p>\n<p>这里说的毫米波雷达供应短缺,其实是芯片短缺产生的“余震”。在2021款理想ONE,采用了五颗博世第五代毫米波雷达,在小鹏P5上同样也用了五颗同款毫米波雷达。</p>\n<p>毫米波雷达的上游环节主体包括各硬件、软件供应商。硬件由射频前端、数字信号处理器、天线及控制电路等部分构成,软件算法即后端算法。其中,MMIC芯片和天线PCB板是毫米波雷达的硬件核心。虽然看似简单的一个零部件,只要缺少其最核心的芯片,就根本无法完成出货。</p>\n<p>实际上,因为博世的上游半导体供应链影响,毫米波雷达、EPC转向系统都受到了不同程度的影响。此前威马创始人沈晖就表示:“因为马来西亚工厂<a href=\"https://laohu8.com/S/STM\">意法半导体</a>的影响,我们都没办法从博世拿到货,一直在消耗库存。但是没有办法。博世是全世界这块最好的供应商。”</p>\n<p>对于交付延期,理想汽车和小鹏汽车也给了用户一些解决方案。</p>\n<p><img src=\"https://static.tigerbbs.com/9e249b8842f1e40b37214e64d7a151b9\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p>\n<p>早在10月上旬,理想汽车就向等待交付的车主们,推送了“先交付后补装雷达”的交付方案,即针对原定10月-11月交付的用户可先交付安装了1个前正向+2个后角毫米波雷达的三雷达车型,并在今年12月到明年春节前为用户进行免费补装。</p>\n<p>理想方面还额外给出的补偿方案则为,赠送终身质保和相当于1000元钱的积分补偿。同时,也在交付方案中称,该公司已经完成了3雷达车型的安全测试。但不可否认的是,只有三个雷达的车型中,一些涉及安全功能不能使用,比如自动并线、前方横穿车辆预警不可用。</p>\n<p><img src=\"https://static.tigerbbs.com/64ed5e7bf0edfeaff7692100475c87a8\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p>\n<p>小鹏则给出类似的交付方案,其中也包含两种选择:第一种是等待提车,不要权益,按顺序进行交付;另一种则为选择软件权益,签订补充协议,按顺序进行交付,预计2022年3月31日分批启动补装雷达。同时,给出了补偿:如车主选择提车后补装雷达的交付方案,将可获赠XPLIOT 3.0/3.5辅助驾驶软件(价值2.5万元)。</p>\n<p>蔚来的10月交付量下跌,虽然官方并未公布真正的原因,但大概率是此前芯片短暂的“余震”,叠加了工厂生产线改造带来的影响。所以,蔚来也给用户赠送积分作为补偿。</p>\n<p>常规上,如订单交付周期超过2个月(以订单锁定日起算),从第三个月开始,用户将获得1,000/天(相当于100元人民币/天)的延期交付积分,直至车辆交付。本次特殊情况下,原计划于2021年9月、10月交付的用户,如车辆未能如期完成交付,除上述延期交付积分外,提车后,还将一次性获得额外的2,888积分。</p>\n<p>当然,卖“减配车”不是长久之计。</p>\n<p><b>二、追兵赶上,新势力格局大变天</b></p>\n<p>10月销量成绩公布,有两件事更值得关注:传统车企开始追赶、二线新势力开始崛起。</p>\n<p>大众ID.纯电动家族10月销量达12,736台,环比9月增长25.8%。目前大众ID.家族在中国市场已经推出了5款车型,产品线遍及紧凑型车、紧凑型SUV以及中大型SUV,而中国市场也是大众ID.家族在全球范围内增速最快的地区之一。</p>\n<p>与<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>打单品爆款路线不同,大众还是延续了在燃油车时代的“套娃”路数——同一个平台,衍生众多细分车型,靠车海战术取胜。</p>\n<p><img src=\"https://static.tigerbbs.com/f55b11725c8fb546e4b34c884016ca95\" tg-width=\"550\" tg-height=\"413\" referrerpolicy=\"no-referrer\"></p>\n<p>在成都投放的ID.4 CORZZ共享汽车</p>\n<p>首先,确实要承认传统车企在生产制造、供应链上的积累,像南北大众分别拥有上汽大众安亭MEB新能源工厂,年产能高达30万辆,而一汽-大众佛山MEB智慧工厂,年总产能超过60万辆。</p>\n<p>作为对比,蔚来这次影响到交付的工厂升级,也仅仅是将12万台年产能,提升到了24万整车及零部件年产能。而理想汽车在北京开建的新工厂,也仅具备10万台纯电动车的产能。而小鹏这边的产能是火力全开,按照目前的规划,其3座自建工厂扩产全部完毕后,小鹏汽车年产能有望达40万辆。</p>\n<p>与新势力热衷于发布新车型不同,众多传统车企都会遵循——先发布整车平台,再发布新车的原则。无论是大众的ID.纯电家族,还是通用的纯电平台奥特能,亦或是国内的自主品牌吉利、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>等等。传统车企深知平台化所带来的两个优势:一是降低成本,二就是缩短研发周期。</p>\n<p><img src=\"https://static.tigerbbs.com/f79af2b8d31905763e592e22fcb80f45\" tg-width=\"550\" tg-height=\"978\" referrerpolicy=\"no-referrer\"></p>\n<p>以大众的MEB平台为例,它本质上是一个模块化的开发平台。模块化平台这就好比乐高积木,汽车在开发过程中可根据不同需求对模块进行组装。对于一款车而言,模块化平台可以深度整合各模块化零部件,提升单一零件批量,提升整车的性能,有效控制成本。</p>\n<p>今年3月,德国大众汽车集团在其首个“电池日”(Power Day)上,就表示:大众将大规模使用标准化电池,到2030年覆盖80%的车型,以在入门级车型中降低50%的成本——通过“一体适用”的设计及庞大的生产规模,大众汽车将大幅降低电池成本。而MEB平台,实现这样目标的一个载体。</p>\n<p>我们还可以看到,大众在极短的时间内,就推出多款、针对不同人群和需求的产品。刚刚上市不久的全新车型ID.3,上市仅一周的时间即交付了1255辆新车。该车是上汽大众ID.家族推出的第三款产品,定位紧凑型轿车,号称是“电动时代的甲壳虫”。接下来,大众还将推出一款纯电轿跑SUV,其车型名称或为ID.5 GTX,有望在11月3日正式亮相。</p>\n<p>回过头来看,蔚来、理想汽车,当下都在面临产品断档的尴尬。</p>\n<p>蔚来目前在售的ES8、ES6、EC6三款车型,除了尺寸以外并无太大变化。基于第一代平台打造的三款车,严格意义上来说,就是同一款车的不同衍生车型而已。蔚来的ET7虽然是第二代平台,在续航里程和自动驾驶技术上都有较大的提升,但距离正式向用户交付还有数月之久。</p>\n<p>理想汽车同样面临这种窘境,虽然理想ONE新增订单不断,但依旧难掩它是一款2018年诞生的车型,且下一款车型X01(内部代号)仍不见任何踪影。包括后续只在招股书中出现过的纯电车型,至少要到2023年才能初见端倪。</p>\n<p><img src=\"https://static.tigerbbs.com/96ff6c18c5e55e9f35bf6e22f50aadad\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p>\n<p>新车型难产的形势下,头部新势力的阵营也变天了。</p>\n<p>11月1日,哪吒汽车公布10月交付数据。数据显示,主打A0-B级市场的哪吒汽车,在10月交付了8107台新车,同比增长294%,首次突破8000台大关,连续9个月创下交付量纪录。在最新排名中,哪吒汽车首次挤进造车新势力月销量榜的第二名,仅次于小鹏汽车。</p>\n<p>长期在二线阵营中游走的哪吒汽车,近期算是销量、资本两手抓。10月27日,哪吒汽车宣布完成D1轮40亿元融资,由360集团领投20亿元,建银国际、<a href=\"https://laohu8.com/S/600030\">中信证券</a>投资、<a href=\"https://laohu8.com/S/00218\">申万宏源香港</a>旗下新能源产业基金、吉富创投等多家知名投资机构跟投,投后估值339亿元。相较一年前的35亿估值,翻了近10倍。</p>\n<p>另外还有一位暂居二线的玩家,威马汽车。</p>\n<p>曾因公司IPO静默期的说法,而许久未公布销量的威马,从上月起又重新加入到每月1号的销量大排名队伍中。据乘联会数据显示,2021年10月威马汽车交付新车5,025辆,同比攀升67.3%。</p>\n<p>威马同样是因为产品矩阵不够完善、供应商短缺等因素,在2021年的前几个月里,销量一直困在5000台上下,难以突破。1-10月,威马汽车共计交付智能电动汽车34,068辆。在总交付量方面,自2018年9月,威马开始对外交付至今,威马汽车已累计交付智能电动汽车78,597辆。但相比之下,蔚来、小鹏、理想均已突破10万辆交付量。</p>\n<p><img src=\"https://static.tigerbbs.com/e26a07d9812d78240ec0497c0c42cfd2\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p>想要追回第一阵营,威马寄希望于一款配置拉满的轿车。10月,威马汽车亮相旗下首款全场景智能纯电轿车——威马M7,配备3颗自主变焦高精超视固态激光雷达、4颗自动驾驶芯片Orin-X,最高算力达1,016TOPS,2022年量产交付。其自动驾驶硬件参数,已经与蔚来、小鹏处在同一台阶上。</p>\n<p>当大家的产品和技术都处在同一水平线上时,就要靠品牌和服务赢得更多用户的信赖。当然,最基础的前提条件还是,供应链和产能,不能拖了后腿。</p>\n<p><b>写在最后</b></p>\n<p>就在新势力比销量的这天,11月1日,特斯拉官网上线了全新的金融产品,消费者可以通过最低零首付的融资租赁模式购买车辆。此举,进一步拉低了特斯拉的入手门槛。</p>\n<p>据特斯拉内部人士介绍,此次公布的金融方案申请手续简化,优质客户仅需身份证和驾照即可办理,同时消费者可以通过线上下单并还款——理论上,你只要有驾照,就可以把特斯拉开回家。</p>\n<p>面对特斯拉为中<a href=\"https://laohu8.com/S/600617\">国新能源</a>市场带来的新增速,造车新势力应该多想想如何更好地接住机会。</p>","source":"highlight_huxiu","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>蔚来销量环比跌六成,造车新势力阵营大变天</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蔚来销量环比跌六成,造车新势力阵营大变天\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-01 23:18 北京时间 <a href=https://mp.weixin.qq.com/s/e-zHSCfM_U-rnFgKdSMmYA><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>出品 | 虎嗅汽车组\n作者 | 王笑渔\n又到了,每月1号的晒销量时间。\n11月1日,小鹏汽车、理想汽车、蔚来汽车相继公布10月交付量数据。虽然,三家都被“缺芯”难题所困,但蔚来的情况更加复杂——10月,蔚来共交付新车3,667台。作为对比,小鹏10月交付量达到10,138台,理想的交付量为7,649台。\n小鹏汽车时隔许久,再次登顶造车新势力月销榜榜首。\n刚收获360集团融资的哪吒汽车,以8,107...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/e-zHSCfM_U-rnFgKdSMmYA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/42820372b863c2e40aaa6832613c35d7","relate_stocks":{"LI":"理想汽车","NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://mp.weixin.qq.com/s/e-zHSCfM_U-rnFgKdSMmYA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119454025","content_text":"出品 | 虎嗅汽车组\n作者 | 王笑渔\n又到了,每月1号的晒销量时间。\n11月1日,小鹏汽车、理想汽车、蔚来汽车相继公布10月交付量数据。虽然,三家都被“缺芯”难题所困,但蔚来的情况更加复杂——10月,蔚来共交付新车3,667台。作为对比,小鹏10月交付量达到10,138台,理想的交付量为7,649台。\n小鹏汽车时隔许久,再次登顶造车新势力月销榜榜首。\n刚收获360集团融资的哪吒汽车,以8,107台的成绩挤进第二名。理想汽车守住了前三的位置。威马汽车以5,025台的成绩,位列第四。然而,上月还在“冠军宝座”上的蔚来,却在Q3财报出炉之前,跌出了销量第一阵营。\n\n销量的短暂掉队,或许是客观因素造成的。但另一方面,以哪吒为首的二线新势力正在崛起,以大众ID.系列为首的传统车企纯电动品牌正在快速上量。蔚来和理想,这两家占尽了资本、市场先发优势的品牌,需要紧张起来了。\n一、新势力卖起了“减配车”?\n“10月订单情况还不错,创了历史新高。因为生产线阶段性升级,耽误了交车,我们也给这部分用户额外准备了积分。”在蔚来公布10月销量数据后,蔚来企业传播负责人马麟如是说道。\n11月1日,蔚来公布2021年10月交付量,共交付新车3,667台。而相比9月的交付量10,628台,蔚来月销量环比下滑了65.5%。如马麟所给出的说法一致:10月,江淮蔚来合肥先进制造基地生产线完成了阶段性改造,主要是为了应对ET7等后续车型的投产。直到10月下旬起,才逐步恢复生产。\n\n事实上,多家新势力都面临“交付困难”的情况,但更多的压力还是来自供应链。\n小鹏汽车副总裁、品牌公关总经理李鹏程在朋友圈写到:“‘井喷’的智能新能源市场无处不在的供应链等压力,来之不易的‘销量连续破万’,不身在其中,很难理解个中滋味。”\n有新增订单,但不能转为交付量的痛苦滋味,理想汽车是最懂的。最早喊出月销量破万的理想汽车,在9月只录得7,094辆的成绩,10月艰难攀升至了7,649辆。“10月份理想ONE新增定单数量超过14,500单,我们正在和供应商全力合作恢复毫米波雷达的供应。”理想汽车联合创始人兼总裁沈亚楠说。\n这里说的毫米波雷达供应短缺,其实是芯片短缺产生的“余震”。在2021款理想ONE,采用了五颗博世第五代毫米波雷达,在小鹏P5上同样也用了五颗同款毫米波雷达。\n毫米波雷达的上游环节主体包括各硬件、软件供应商。硬件由射频前端、数字信号处理器、天线及控制电路等部分构成,软件算法即后端算法。其中,MMIC芯片和天线PCB板是毫米波雷达的硬件核心。虽然看似简单的一个零部件,只要缺少其最核心的芯片,就根本无法完成出货。\n实际上,因为博世的上游半导体供应链影响,毫米波雷达、EPC转向系统都受到了不同程度的影响。此前威马创始人沈晖就表示:“因为马来西亚工厂意法半导体的影响,我们都没办法从博世拿到货,一直在消耗库存。但是没有办法。博世是全世界这块最好的供应商。”\n对于交付延期,理想汽车和小鹏汽车也给了用户一些解决方案。\n\n早在10月上旬,理想汽车就向等待交付的车主们,推送了“先交付后补装雷达”的交付方案,即针对原定10月-11月交付的用户可先交付安装了1个前正向+2个后角毫米波雷达的三雷达车型,并在今年12月到明年春节前为用户进行免费补装。\n理想方面还额外给出的补偿方案则为,赠送终身质保和相当于1000元钱的积分补偿。同时,也在交付方案中称,该公司已经完成了3雷达车型的安全测试。但不可否认的是,只有三个雷达的车型中,一些涉及安全功能不能使用,比如自动并线、前方横穿车辆预警不可用。\n\n小鹏则给出类似的交付方案,其中也包含两种选择:第一种是等待提车,不要权益,按顺序进行交付;另一种则为选择软件权益,签订补充协议,按顺序进行交付,预计2022年3月31日分批启动补装雷达。同时,给出了补偿:如车主选择提车后补装雷达的交付方案,将可获赠XPLIOT 3.0/3.5辅助驾驶软件(价值2.5万元)。\n蔚来的10月交付量下跌,虽然官方并未公布真正的原因,但大概率是此前芯片短暂的“余震”,叠加了工厂生产线改造带来的影响。所以,蔚来也给用户赠送积分作为补偿。\n常规上,如订单交付周期超过2个月(以订单锁定日起算),从第三个月开始,用户将获得1,000/天(相当于100元人民币/天)的延期交付积分,直至车辆交付。本次特殊情况下,原计划于2021年9月、10月交付的用户,如车辆未能如期完成交付,除上述延期交付积分外,提车后,还将一次性获得额外的2,888积分。\n当然,卖“减配车”不是长久之计。\n二、追兵赶上,新势力格局大变天\n10月销量成绩公布,有两件事更值得关注:传统车企开始追赶、二线新势力开始崛起。\n大众ID.纯电动家族10月销量达12,736台,环比9月增长25.8%。目前大众ID.家族在中国市场已经推出了5款车型,产品线遍及紧凑型车、紧凑型SUV以及中大型SUV,而中国市场也是大众ID.家族在全球范围内增速最快的地区之一。\n与特斯拉打单品爆款路线不同,大众还是延续了在燃油车时代的“套娃”路数——同一个平台,衍生众多细分车型,靠车海战术取胜。\n\n在成都投放的ID.4 CORZZ共享汽车\n首先,确实要承认传统车企在生产制造、供应链上的积累,像南北大众分别拥有上汽大众安亭MEB新能源工厂,年产能高达30万辆,而一汽-大众佛山MEB智慧工厂,年总产能超过60万辆。\n作为对比,蔚来这次影响到交付的工厂升级,也仅仅是将12万台年产能,提升到了24万整车及零部件年产能。而理想汽车在北京开建的新工厂,也仅具备10万台纯电动车的产能。而小鹏这边的产能是火力全开,按照目前的规划,其3座自建工厂扩产全部完毕后,小鹏汽车年产能有望达40万辆。\n与新势力热衷于发布新车型不同,众多传统车企都会遵循——先发布整车平台,再发布新车的原则。无论是大众的ID.纯电家族,还是通用的纯电平台奥特能,亦或是国内的自主品牌吉利、比亚迪等等。传统车企深知平台化所带来的两个优势:一是降低成本,二就是缩短研发周期。\n\n以大众的MEB平台为例,它本质上是一个模块化的开发平台。模块化平台这就好比乐高积木,汽车在开发过程中可根据不同需求对模块进行组装。对于一款车而言,模块化平台可以深度整合各模块化零部件,提升单一零件批量,提升整车的性能,有效控制成本。\n今年3月,德国大众汽车集团在其首个“电池日”(Power Day)上,就表示:大众将大规模使用标准化电池,到2030年覆盖80%的车型,以在入门级车型中降低50%的成本——通过“一体适用”的设计及庞大的生产规模,大众汽车将大幅降低电池成本。而MEB平台,实现这样目标的一个载体。\n我们还可以看到,大众在极短的时间内,就推出多款、针对不同人群和需求的产品。刚刚上市不久的全新车型ID.3,上市仅一周的时间即交付了1255辆新车。该车是上汽大众ID.家族推出的第三款产品,定位紧凑型轿车,号称是“电动时代的甲壳虫”。接下来,大众还将推出一款纯电轿跑SUV,其车型名称或为ID.5 GTX,有望在11月3日正式亮相。\n回过头来看,蔚来、理想汽车,当下都在面临产品断档的尴尬。\n蔚来目前在售的ES8、ES6、EC6三款车型,除了尺寸以外并无太大变化。基于第一代平台打造的三款车,严格意义上来说,就是同一款车的不同衍生车型而已。蔚来的ET7虽然是第二代平台,在续航里程和自动驾驶技术上都有较大的提升,但距离正式向用户交付还有数月之久。\n理想汽车同样面临这种窘境,虽然理想ONE新增订单不断,但依旧难掩它是一款2018年诞生的车型,且下一款车型X01(内部代号)仍不见任何踪影。包括后续只在招股书中出现过的纯电车型,至少要到2023年才能初见端倪。\n\n新车型难产的形势下,头部新势力的阵营也变天了。\n11月1日,哪吒汽车公布10月交付数据。数据显示,主打A0-B级市场的哪吒汽车,在10月交付了8107台新车,同比增长294%,首次突破8000台大关,连续9个月创下交付量纪录。在最新排名中,哪吒汽车首次挤进造车新势力月销量榜的第二名,仅次于小鹏汽车。\n长期在二线阵营中游走的哪吒汽车,近期算是销量、资本两手抓。10月27日,哪吒汽车宣布完成D1轮40亿元融资,由360集团领投20亿元,建银国际、中信证券投资、申万宏源香港旗下新能源产业基金、吉富创投等多家知名投资机构跟投,投后估值339亿元。相较一年前的35亿估值,翻了近10倍。\n另外还有一位暂居二线的玩家,威马汽车。\n曾因公司IPO静默期的说法,而许久未公布销量的威马,从上月起又重新加入到每月1号的销量大排名队伍中。据乘联会数据显示,2021年10月威马汽车交付新车5,025辆,同比攀升67.3%。\n威马同样是因为产品矩阵不够完善、供应商短缺等因素,在2021年的前几个月里,销量一直困在5000台上下,难以突破。1-10月,威马汽车共计交付智能电动汽车34,068辆。在总交付量方面,自2018年9月,威马开始对外交付至今,威马汽车已累计交付智能电动汽车78,597辆。但相比之下,蔚来、小鹏、理想均已突破10万辆交付量。\n\n想要追回第一阵营,威马寄希望于一款配置拉满的轿车。10月,威马汽车亮相旗下首款全场景智能纯电轿车——威马M7,配备3颗自主变焦高精超视固态激光雷达、4颗自动驾驶芯片Orin-X,最高算力达1,016TOPS,2022年量产交付。其自动驾驶硬件参数,已经与蔚来、小鹏处在同一台阶上。\n当大家的产品和技术都处在同一水平线上时,就要靠品牌和服务赢得更多用户的信赖。当然,最基础的前提条件还是,供应链和产能,不能拖了后腿。\n写在最后\n就在新势力比销量的这天,11月1日,特斯拉官网上线了全新的金融产品,消费者可以通过最低零首付的融资租赁模式购买车辆。此举,进一步拉低了特斯拉的入手门槛。\n据特斯拉内部人士介绍,此次公布的金融方案申请手续简化,优质客户仅需身份证和驾照即可办理,同时消费者可以通过线上下单并还款——理论上,你只要有驾照,就可以把特斯拉开回家。\n面对特斯拉为中国新能源市场带来的新增速,造车新势力应该多想想如何更好地接住机会。","news_type":1},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849916986,"gmtCreate":1635723644378,"gmtModify":1635723644378,"author":{"id":"3585978523643493","authorId":"3585978523643493","name":"Blueberryoh","avatar":"https://static.tigerbbs.com/09894acdcb6f8ec9f8701abfd50e6214","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585978523643493","authorIdStr":"3585978523643493"},"themes":[],"htmlText":"<a 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09:36","market":"hk","language":"zh","title":"时代天使一手中签率1.5%,认购750手稳中一手","url":"https://stock-news.laohu8.com/highlight/detail?id=1112473662","media":"老虎资讯综合","summary":"6月15日消息,本周二时代天使发布公告,公司发行1682.96万股股份,每股定价173港元,每手200股,预期将于6月16日上市。\n公开发售阶段时代天使获2079.16倍认购,分配至公开发售的发售股份","content":"<p>6月15日消息,本周二<a href=\"https://laohu8.com/S/06699\">时代天使</a>发布公告,公司发行1682.96万股股份,每股定价173港元,每手200股,预期将于6月16日上市。</p>\n<p>公开发售阶段时代天使获2079.16倍认购,分配至公开发售的发售股份最终数目为841.48万股,占发售股份总数的50%(任何超额配股权获行使前)。合共接获792388份有效申请,一手中签率1.5%,认购750手稳中一手。</p>\n<p>此外,国际发售获大幅超额认购,发售股份最终数目为841.48万股(不包括超额分配股份),相当于发售股份总数的50%。老虎资讯整理相关数据如下表:<img src=\"https://static.tigerbbs.com/59668ed8a0d3f43ea5d4bac2319b2d55\" tg-width=\"701\" tg-height=\"589\" referrerpolicy=\"no-referrer\"><b>申购阶梯:</b></p>\n<p>每手200股,入场费34948.66港元。一手中签率1.5%,认购750手稳中一手。</p>\n<p>乙组门槛为3万股,申购所需资金约5242299.63港元。<img src=\"https://static.tigerbbs.com/ba283b41439eead634c95e73e52b3b68\" tg-width=\"1110\" tg-height=\"808\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/6251941867d64b573d06a4dc4f827636\" tg-width=\"573\" tg-height=\"700\" referrerpolicy=\"no-referrer\"></p>\n<p>据悉,公司是中国领先的隐形矫治解决方案提供商。根据灼识咨询报告,中国的隐形矫治解决方案市场高度集中,按2020年的达成案例计量,前两大市场参与者的市场占有率总计为82.4%。据同一份资料显示,公司于同年的市场份额为约41.0%。</p>\n<p>于业绩纪录期,公司服务的牙科医生人数由2018年的约1.15万名增至2019年的约1.58万名,并进一步增至2020年的1.99万名。公司的达成案例由2018年的约7.77万个增至2019年的约12.01万个,并进一步增至2020年的13.76万个。</p>\n<p>财务状况方面,于2018年、2019年及2020年,公司的收入分别为人民币4.88亿元、6.46亿元及8.17亿元,2018~2020年的复合增长率达29.26%;净利润分别为5820万元、6770万元及1.51亿元,2018~2020年的复合增长率达61.07%;同期经调整EBITDA(非国际财务报告准则计量)分别为1.29亿元、1.75亿元及2.97亿元。</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>时代天使一手中签率1.5%,认购750手稳中一手</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时代天使一手中签率1.5%,认购750手稳中一手\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\">2021-06-15 09:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月15日消息,本周二<a href=\"https://laohu8.com/S/06699\">时代天使</a>发布公告,公司发行1682.96万股股份,每股定价173港元,每手200股,预期将于6月16日上市。</p>\n<p>公开发售阶段时代天使获2079.16倍认购,分配至公开发售的发售股份最终数目为841.48万股,占发售股份总数的50%(任何超额配股权获行使前)。合共接获792388份有效申请,一手中签率1.5%,认购750手稳中一手。</p>\n<p>此外,国际发售获大幅超额认购,发售股份最终数目为841.48万股(不包括超额分配股份),相当于发售股份总数的50%。老虎资讯整理相关数据如下表:<img src=\"https://static.tigerbbs.com/59668ed8a0d3f43ea5d4bac2319b2d55\" tg-width=\"701\" tg-height=\"589\" referrerpolicy=\"no-referrer\"><b>申购阶梯:</b></p>\n<p>每手200股,入场费34948.66港元。一手中签率1.5%,认购750手稳中一手。</p>\n<p>乙组门槛为3万股,申购所需资金约5242299.63港元。<img src=\"https://static.tigerbbs.com/ba283b41439eead634c95e73e52b3b68\" tg-width=\"1110\" tg-height=\"808\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/6251941867d64b573d06a4dc4f827636\" tg-width=\"573\" tg-height=\"700\" referrerpolicy=\"no-referrer\"></p>\n<p>据悉,公司是中国领先的隐形矫治解决方案提供商。根据灼识咨询报告,中国的隐形矫治解决方案市场高度集中,按2020年的达成案例计量,前两大市场参与者的市场占有率总计为82.4%。据同一份资料显示,公司于同年的市场份额为约41.0%。</p>\n<p>于业绩纪录期,公司服务的牙科医生人数由2018年的约1.15万名增至2019年的约1.58万名,并进一步增至2020年的1.99万名。公司的达成案例由2018年的约7.77万个增至2019年的约12.01万个,并进一步增至2020年的13.76万个。</p>\n<p>财务状况方面,于2018年、2019年及2020年,公司的收入分别为人民币4.88亿元、6.46亿元及8.17亿元,2018~2020年的复合增长率达29.26%;净利润分别为5820万元、6770万元及1.51亿元,2018~2020年的复合增长率达61.07%;同期经调整EBITDA(非国际财务报告准则计量)分别为1.29亿元、1.75亿元及2.97亿元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/22fb0a544aa253b668379d9f58bbe5a9","relate_stocks":{"06699":"时代天使"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112473662","content_text":"6月15日消息,本周二时代天使发布公告,公司发行1682.96万股股份,每股定价173港元,每手200股,预期将于6月16日上市。\n公开发售阶段时代天使获2079.16倍认购,分配至公开发售的发售股份最终数目为841.48万股,占发售股份总数的50%(任何超额配股权获行使前)。合共接获792388份有效申请,一手中签率1.5%,认购750手稳中一手。\n此外,国际发售获大幅超额认购,发售股份最终数目为841.48万股(不包括超额分配股份),相当于发售股份总数的50%。老虎资讯整理相关数据如下表:申购阶梯:\n每手200股,入场费34948.66港元。一手中签率1.5%,认购750手稳中一手。\n乙组门槛为3万股,申购所需资金约5242299.63港元。\n据悉,公司是中国领先的隐形矫治解决方案提供商。根据灼识咨询报告,中国的隐形矫治解决方案市场高度集中,按2020年的达成案例计量,前两大市场参与者的市场占有率总计为82.4%。据同一份资料显示,公司于同年的市场份额为约41.0%。\n于业绩纪录期,公司服务的牙科医生人数由2018年的约1.15万名增至2019年的约1.58万名,并进一步增至2020年的1.99万名。公司的达成案例由2018年的约7.77万个增至2019年的约12.01万个,并进一步增至2020年的13.76万个。\n财务状况方面,于2018年、2019年及2020年,公司的收入分别为人民币4.88亿元、6.46亿元及8.17亿元,2018~2020年的复合增长率达29.26%;净利润分别为5820万元、6770万元及1.51亿元,2018~2020年的复合增长率达61.07%;同期经调整EBITDA(非国际财务报告准则计量)分别为1.29亿元、1.75亿元及2.97亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879090713,"gmtCreate":1636666636031,"gmtModify":1636666636409,"author":{"id":"3585978523643493","authorId":"3585978523643493","name":"Blueberryoh","avatar":"https://static.tigerbbs.com/09894acdcb6f8ec9f8701abfd50e6214","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585978523643493","idStr":"3585978523643493"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/5TY.SI\">$卓越自动系统(5TY.SI)$</a>好","listText":"<a href=\"https://laohu8.com/S/5TY.SI\">$卓越自动系统(5TY.SI)$</a>好","text":"$卓越自动系统(5TY.SI)$好","images":[{"img":"https://static.tigerbbs.com/b9d04043ed479027eabb889fd1e16643","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879090713","isVote":1,"tweetType":1,"viewCount":905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":870967004,"gmtCreate":1636581544412,"gmtModify":1636581544547,"author":{"id":"3585978523643493","authorId":"3585978523643493","name":"Blueberryoh","avatar":"https://static.tigerbbs.com/09894acdcb6f8ec9f8701abfd50e6214","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585978523643493","idStr":"3585978523643493"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>好","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>好","text":"$亚马逊(AMZN)$好","images":[{"img":"https://static.tigerbbs.com/d557b8b3fbcbd537d595630520055ac2","width":"1080","height":"2895"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870967004","isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}