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2021-12-29

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2021-09-28

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2021-09-28

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2021-09-08

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2021-08-17

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2021-08-10

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2021-07-10

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2021-07-09

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2021-07-09

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2021-07-07

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2021-07-05

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2021-07-05

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[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866231539","repostId":"2170628296","repostType":4,"repost":{"id":"2170628296","kind":"highlight","weMediaInfo":{"introduction":"美股研究社，一个专注研究美股的平台，专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司；想获得一手美股重磅信息；想加入美股交流社群，敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1632746960,"share":"https://www.laohu8.com/m/news/2170628296?lang=&edition=full","pubTime":"2021-09-27 20:49","market":"us","language":"zh","title":"撸起袖子研发“电池”，新能源车企在焦虑什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2170628296","media":"美股研究社","summary":"造车之外，新能源车企撸起袖子研发“电池”\n在全球变暖的大背景下，“碳中和”成全球共识。碳达峰、碳中和目标的制定给汽车行业带来了新考验,也为新能源汽车产业发展提供了新机会。\n近期，继“芯片慌”之后，“电","content":"<p><img src=\"https://static.tigerbbs.com/dc85567fdd334bc4b6f6f6a5457ac8bb\" tg-width=\"500\" tg-height=\"333\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">造车之外，新能源车企撸起袖子研发“电池”</p>\n<p>在全球变暖的大背景下，“碳中和”成全球共识。碳达峰、碳中和目标的制定给汽车行业带来了新考验,也为新能源汽车产业发展提供了新机会。</p>\n<p>近期，继“芯片慌”之后，“电池”研发也成了不少新能源汽车重点布局的方向。</p>\n<p>众所周知，锂电池是新能源汽车的“心脏”。除<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>外，国内造车新势力<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和小鹏也跻身于电池制造当中。</p>\n<p><b>&nbsp;“电池荒”之下，新能源车企加码押注电池</b></p>\n<p>据悉，蔚来在电池领域做了许多布局。9月23日，蔚来正式推出三元铁锂标准续航电池包，电池包容量为75kWh。</p>\n<p>“三元+磷酸铁锂”的混装配方，相较于老款70kWh电池包有续航与循环寿命上的提升。提升数据约为35km综合续航里程，低温续航损失降低25%。这批电池包可在蔚来换电站得到免费更换。</p>\n<p>除了75kWh三元铁锂标准续航电池包外，据蔚来信息，全新电池包产品体系还包括另外两个系列：</p>\n<ul>\n <li><p>&nbsp;长续航电池包：100kWh三元锂电池包；</p></li>\n</ul>\n<ul>\n <li><p>固态电池包：150kWh固态电池包（未量产，装上之后2018款ES8将超过730km，新ES8将超过850km，ES6和EC6将超过900km，ET7超过1000km）。</p></li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/0bae96042a404ab5a84122c17a07c00e\" tg-width=\"800\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>此外，蔚来还通过和<a href=\"https://laohu8.com/S/300750\">宁德时代</a>等其他头部电池公司的合作，以此来提升自己在电池技术上的欠缺。</p>\n<p>今年4月，蔚来与合肥市政府共同规划的新桥<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车产业园开始了建设。建成之后，该产业园将年产100万辆整车以及100GWh电池。</p>\n<p>据电池工业网获悉，2020年7月23日，蔚来有意规划成立电池资产管理公司，以推动车电业务分离，并在此基础上推出BaaS（电池即服务）产品，宁德时代已经明确表达了投资意向。</p>\n<p>种种行为不难看出蔚来押注电池的决心，除开蔚来之外，新势力小鹏也在电池方面的布局紧追不舍。</p>\n<p>今年7月，工信部公布了第346批《道路机动车辆生产企业及产品公告》，小鹏G3i车型位列其中。</p>\n<p>根据已经上市的小鹏G3i车型配置表可以看出，小鹏G3i车型的三元锂电池有三个生产厂家，分别是小鹏、宁德时代、江苏时代，小鹏自行生产的电池位列其中。</p>\n<p><img src=\"https://static.tigerbbs.com/9cf4f0e70fba48009f5eac6172781e4b\" tg-width=\"952\" tg-height=\"784\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在电池供应商方面，小鹏看向了更多种选择，不愿将鸡蛋放在同一个篮子里。</p>\n<p>据韩国etnews报道，9月6日，韩国动力电池供应商SK Innovation与<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>签订了电池供应合约，前者将为小鹏汽车提供80％镍含量的高镍电池。</p>\n<p>聚焦到新能源汽车第一梯队的特斯拉，其在新能源电池上的动作也不少。</p>\n<p>去年9月份，特斯拉发布4680无极耳电池。无极耳电极工艺，主要从三个方面改善电池的循环寿命以及其他性能：电流移动路径缩短减小内阻；降低电流偏移现象；改善产热和散热能力。</p>\n<p>今年7月份，特斯拉正式投产4680无极耳电池。马斯克与其同事介绍，特斯拉主要通过激光技术来去掉极耳，实质上就是简化了制造过程，能够进一步提高生产效率。</p>\n<p>总体上，新电池在能量上能提升5倍，续航能力增强16%，电力提升6倍。</p>\n<p>特斯拉在自研自产电池的同时，此前也与LG、宁德时代、<a href=\"https://laohu8.com/S/PC\">松下</a>等多家电池供应商建立了稳定的供需关系。</p>\n<p>新能源汽车头部玩家自研电池，广泛展开与电池供应商的合作，原因究竟为何？</p>\n<p><b>布局电池领域，或源于新势力的焦虑</b></p>\n<p>在新能源汽车的成本构成中，电池环节占比最高。车企想要掌握汽车关键零部件，拿下电池成了关键突破口。</p>\n<p>全国乘用车联合会秘书长崔东树表示：“电池类似于燃油车的发动机，车企可以自建发动机厂、变速箱厂，从而实现一个一体化的控制。自建电池厂将来也将是这种风格，每个整车公司都会有自己核心技术基础。”</p>\n<p>为了实现快速发展，研发电池显然成了新能源车企发展的趋势。此外，电池行业缺口以及降低成本等因素也是车企入局电池业务的重要原因。</p>\n<p>一是关于造车势力对于电池行业的缺口扩大。在碳达峰、碳中和的背景下，新能源造车成了大势所趋。中国汽车流通协会新能源分会秘书长章弘曾表示：“新能源汽车应当是汽车产业的终极目标。”</p>\n<p>如今许多传统车企向新能源转型，如德国品牌奥迪宣布，从2026年起，奥迪在全球市场上将停止生产新的汽油、柴油和混合动力汽车，只会推出纯电动力的新车型；大众汽车也宣布，将在2030年做到电动车占总销量的70%，预计在2035年停止销售燃油车。</p>\n<p>国内，许多互联网大厂也纷纷下场造车。今年1月份，<a href=\"https://laohu8.com/S/BIDU\">百度</a>和吉利控股宣布，组建智能电动汽车公司，这标志着百度正式进入汽车制造领域；今年3月，小米集团在港交所公告称，智能电动汽车业务立项，意味着小米加入新能源汽车赛道。</p>\n<p>新能源汽车的火爆带动了对动力电池的需求，但由于供需不对等，电池行业缺口巨大。</p>\n<p>华鑫证券预计2025年全球动力电池装机量达到1199GWh，2020-2025年CAGR达到50%；其中2025年<a href=\"https://laohu8.com/S/600482\">中国动力</a>电池装机量达到460GWh，2020-2025年CAGR为48%。</p>\n<p><img src=\"https://static.tigerbbs.com/c3d5aacf9c1a4bc4958a8562bafc48cb\" tg-width=\"1080\" tg-height=\"509\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>蜂巢能源董事长兼CEO杨红新表示：“目前动力电池的产能缺口在30%到50%，并且预测一直到2025年动力电池产能都将比较紧张。”</p>\n<p>电池稀缺，会让新能源汽车陷入除芯片外的又一个困境。车企在寻求其他方式来降低对单一电池供应商的控制权，是实现可持续性产能的表现，自研新能源汽车电池，也是为了让企业不落入被动的局面。</p>\n<p>二是自研电池有助于新能源车企降低一些成本。新能源汽车核心是电池，其成本在零部件中最高。</p>\n<p>据<a href=\"https://laohu8.com/S/002736\">国信证券</a>信息，从新能源汽车的成本构成来看，电池成本相对整车环节占据 42%，电机和电控分别占据 10%以及 11%。新能源汽车的“三电”模块电池、电机、电控是核心动力总成部件，累计成本占比约 60%，大幅超越传统整车。</p>\n<p><img src=\"https://static.tigerbbs.com/e2947cd4285b4df5b8590266a4b6b6e4\" tg-width=\"692\" tg-height=\"484\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>电池成本占据整车成本40%，一味依赖供应商的供给，便无法很好控制整体成本支出。</p>\n<p>蔚来推出三元铁锂标准续航电池包，其创始人兼董事长李斌曾说：“磷酸铁锂电池的成本优势很高，三元+磷酸铁锂这种混装形式在一定程度上降低了成本。”</p>\n<p>降低电池相关成本，从价格方面来看有助于提高车辆销售的毛利率，从而提升收益。</p>\n<p>从技术层面看或许自研电池难度会大幅提升，但这也如同飞轮效应，前期耗费巨大力气，但所有的努力将会成为后续推动企业成长的动力。一旦后期成熟技术，这或许能为蔚来在电池方面提供更大优势，具有更多话语权。</p>\n<p><b>结语</b></p>\n<p>在新能源时代，谁能在电池研发上率先树立竞争优势，与友商之间的差距或许也会拉大。</p>\n<p>新能源车企涉足电池业务看似在走弯路，需要耗费更多成本支出，但实质上也是在创造“捷径”的过程。要想富，就得先铺路，任何产业的发展都离不开基础设施的完善。</p>\n<p>在新能源汽车厂商造电池这件事上，未来留给他们的想象空间巨大。</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>撸起袖子研发“电池”，新能源车企在焦虑什么？</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撸起袖子研发“电池”，新能源车企在焦虑什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time\">2021-09-27 20:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/dc85567fdd334bc4b6f6f6a5457ac8bb\" tg-width=\"500\" tg-height=\"333\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">造车之外，新能源车企撸起袖子研发“电池”</p>\n<p>在全球变暖的大背景下，“碳中和”成全球共识。碳达峰、碳中和目标的制定给汽车行业带来了新考验,也为新能源汽车产业发展提供了新机会。</p>\n<p>近期，继“芯片慌”之后，“电池”研发也成了不少新能源汽车重点布局的方向。</p>\n<p>众所周知，锂电池是新能源汽车的“心脏”。除<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>外，国内造车新势力<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和小鹏也跻身于电池制造当中。</p>\n<p><b>&nbsp;“电池荒”之下，新能源车企加码押注电池</b></p>\n<p>据悉，蔚来在电池领域做了许多布局。9月23日，蔚来正式推出三元铁锂标准续航电池包，电池包容量为75kWh。</p>\n<p>“三元+磷酸铁锂”的混装配方，相较于老款70kWh电池包有续航与循环寿命上的提升。提升数据约为35km综合续航里程，低温续航损失降低25%。这批电池包可在蔚来换电站得到免费更换。</p>\n<p>除了75kWh三元铁锂标准续航电池包外，据蔚来信息，全新电池包产品体系还包括另外两个系列：</p>\n<ul>\n <li><p>&nbsp;长续航电池包：100kWh三元锂电池包；</p></li>\n</ul>\n<ul>\n <li><p>固态电池包：150kWh固态电池包（未量产，装上之后2018款ES8将超过730km，新ES8将超过850km，ES6和EC6将超过900km，ET7超过1000km）。</p></li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/0bae96042a404ab5a84122c17a07c00e\" tg-width=\"800\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>此外，蔚来还通过和<a href=\"https://laohu8.com/S/300750\">宁德时代</a>等其他头部电池公司的合作，以此来提升自己在电池技术上的欠缺。</p>\n<p>今年4月，蔚来与合肥市政府共同规划的新桥<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车产业园开始了建设。建成之后，该产业园将年产100万辆整车以及100GWh电池。</p>\n<p>据电池工业网获悉，2020年7月23日，蔚来有意规划成立电池资产管理公司，以推动车电业务分离，并在此基础上推出BaaS（电池即服务）产品，宁德时代已经明确表达了投资意向。</p>\n<p>种种行为不难看出蔚来押注电池的决心，除开蔚来之外，新势力小鹏也在电池方面的布局紧追不舍。</p>\n<p>今年7月，工信部公布了第346批《道路机动车辆生产企业及产品公告》，小鹏G3i车型位列其中。</p>\n<p>根据已经上市的小鹏G3i车型配置表可以看出，小鹏G3i车型的三元锂电池有三个生产厂家，分别是小鹏、宁德时代、江苏时代，小鹏自行生产的电池位列其中。</p>\n<p><img src=\"https://static.tigerbbs.com/9cf4f0e70fba48009f5eac6172781e4b\" tg-width=\"952\" tg-height=\"784\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在电池供应商方面，小鹏看向了更多种选择，不愿将鸡蛋放在同一个篮子里。</p>\n<p>据韩国etnews报道，9月6日，韩国动力电池供应商SK Innovation与<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>签订了电池供应合约，前者将为小鹏汽车提供80％镍含量的高镍电池。</p>\n<p>聚焦到新能源汽车第一梯队的特斯拉，其在新能源电池上的动作也不少。</p>\n<p>去年9月份，特斯拉发布4680无极耳电池。无极耳电极工艺，主要从三个方面改善电池的循环寿命以及其他性能：电流移动路径缩短减小内阻；降低电流偏移现象；改善产热和散热能力。</p>\n<p>今年7月份，特斯拉正式投产4680无极耳电池。马斯克与其同事介绍，特斯拉主要通过激光技术来去掉极耳，实质上就是简化了制造过程，能够进一步提高生产效率。</p>\n<p>总体上，新电池在能量上能提升5倍，续航能力增强16%，电力提升6倍。</p>\n<p>特斯拉在自研自产电池的同时，此前也与LG、宁德时代、<a href=\"https://laohu8.com/S/PC\">松下</a>等多家电池供应商建立了稳定的供需关系。</p>\n<p>新能源汽车头部玩家自研电池，广泛展开与电池供应商的合作，原因究竟为何？</p>\n<p><b>布局电池领域，或源于新势力的焦虑</b></p>\n<p>在新能源汽车的成本构成中，电池环节占比最高。车企想要掌握汽车关键零部件，拿下电池成了关键突破口。</p>\n<p>全国乘用车联合会秘书长崔东树表示：“电池类似于燃油车的发动机，车企可以自建发动机厂、变速箱厂，从而实现一个一体化的控制。自建电池厂将来也将是这种风格，每个整车公司都会有自己核心技术基础。”</p>\n<p>为了实现快速发展，研发电池显然成了新能源车企发展的趋势。此外，电池行业缺口以及降低成本等因素也是车企入局电池业务的重要原因。</p>\n<p>一是关于造车势力对于电池行业的缺口扩大。在碳达峰、碳中和的背景下，新能源造车成了大势所趋。中国汽车流通协会新能源分会秘书长章弘曾表示：“新能源汽车应当是汽车产业的终极目标。”</p>\n<p>如今许多传统车企向新能源转型，如德国品牌奥迪宣布，从2026年起，奥迪在全球市场上将停止生产新的汽油、柴油和混合动力汽车，只会推出纯电动力的新车型；大众汽车也宣布，将在2030年做到电动车占总销量的70%，预计在2035年停止销售燃油车。</p>\n<p>国内，许多互联网大厂也纷纷下场造车。今年1月份，<a href=\"https://laohu8.com/S/BIDU\">百度</a>和吉利控股宣布，组建智能电动汽车公司，这标志着百度正式进入汽车制造领域；今年3月，小米集团在港交所公告称，智能电动汽车业务立项，意味着小米加入新能源汽车赛道。</p>\n<p>新能源汽车的火爆带动了对动力电池的需求，但由于供需不对等，电池行业缺口巨大。</p>\n<p>华鑫证券预计2025年全球动力电池装机量达到1199GWh，2020-2025年CAGR达到50%；其中2025年<a href=\"https://laohu8.com/S/600482\">中国动力</a>电池装机量达到460GWh，2020-2025年CAGR为48%。</p>\n<p><img src=\"https://static.tigerbbs.com/c3d5aacf9c1a4bc4958a8562bafc48cb\" tg-width=\"1080\" tg-height=\"509\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>蜂巢能源董事长兼CEO杨红新表示：“目前动力电池的产能缺口在30%到50%，并且预测一直到2025年动力电池产能都将比较紧张。”</p>\n<p>电池稀缺，会让新能源汽车陷入除芯片外的又一个困境。车企在寻求其他方式来降低对单一电池供应商的控制权，是实现可持续性产能的表现，自研新能源汽车电池，也是为了让企业不落入被动的局面。</p>\n<p>二是自研电池有助于新能源车企降低一些成本。新能源汽车核心是电池，其成本在零部件中最高。</p>\n<p>据<a href=\"https://laohu8.com/S/002736\">国信证券</a>信息，从新能源汽车的成本构成来看，电池成本相对整车环节占据 42%，电机和电控分别占据 10%以及 11%。新能源汽车的“三电”模块电池、电机、电控是核心动力总成部件，累计成本占比约 60%，大幅超越传统整车。</p>\n<p><img src=\"https://static.tigerbbs.com/e2947cd4285b4df5b8590266a4b6b6e4\" tg-width=\"692\" tg-height=\"484\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>电池成本占据整车成本40%，一味依赖供应商的供给，便无法很好控制整体成本支出。</p>\n<p>蔚来推出三元铁锂标准续航电池包，其创始人兼董事长李斌曾说：“磷酸铁锂电池的成本优势很高，三元+磷酸铁锂这种混装形式在一定程度上降低了成本。”</p>\n<p>降低电池相关成本，从价格方面来看有助于提高车辆销售的毛利率，从而提升收益。</p>\n<p>从技术层面看或许自研电池难度会大幅提升，但这也如同飞轮效应，前期耗费巨大力气，但所有的努力将会成为后续推动企业成长的动力。一旦后期成熟技术，这或许能为蔚来在电池方面提供更大优势，具有更多话语权。</p>\n<p><b>结语</b></p>\n<p>在新能源时代，谁能在电池研发上率先树立竞争优势，与友商之间的差距或许也会拉大。</p>\n<p>新能源车企涉足电池业务看似在走弯路，需要耗费更多成本支出，但实质上也是在创造“捷径”的过程。要想富，就得先铺路，任何产业的发展都离不开基础设施的完善。</p>\n<p>在新能源汽车厂商造电池这件事上，未来留给他们的想象空间巨大。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dc85567fdd334bc4b6f6f6a5457ac8bb","relate_stocks":{"300750":"宁德时代","TSLA":"特斯拉","NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170628296","content_text":"造车之外，新能源车企撸起袖子研发“电池”\n在全球变暖的大背景下，“碳中和”成全球共识。碳达峰、碳中和目标的制定给汽车行业带来了新考验,也为新能源汽车产业发展提供了新机会。\n近期，继“芯片慌”之后，“电池”研发也成了不少新能源汽车重点布局的方向。\n众所周知，锂电池是新能源汽车的“心脏”。除特斯拉外，国内造车新势力蔚来和小鹏也跻身于电池制造当中。\n “电池荒”之下，新能源车企加码押注电池\n据悉，蔚来在电池领域做了许多布局。9月23日，蔚来正式推出三元铁锂标准续航电池包，电池包容量为75kWh。\n“三元+磷酸铁锂”的混装配方，相较于老款70kWh电池包有续航与循环寿命上的提升。提升数据约为35km综合续航里程，低温续航损失降低25%。这批电池包可在蔚来换电站得到免费更换。\n除了75kWh三元铁锂标准续航电池包外，据蔚来信息，全新电池包产品体系还包括另外两个系列：\n\n 长续航电池包：100kWh三元锂电池包；\n\n\n固态电池包：150kWh固态电池包（未量产，装上之后2018款ES8将超过730km，新ES8将超过850km，ES6和EC6将超过900km，ET7超过1000km）。\n\n\n此外，蔚来还通过和宁德时代等其他头部电池公司的合作，以此来提升自己在电池技术上的欠缺。\n今年4月，蔚来与合肥市政府共同规划的新桥智能电动汽车产业园开始了建设。建成之后，该产业园将年产100万辆整车以及100GWh电池。\n据电池工业网获悉，2020年7月23日，蔚来有意规划成立电池资产管理公司，以推动车电业务分离，并在此基础上推出BaaS（电池即服务）产品，宁德时代已经明确表达了投资意向。\n种种行为不难看出蔚来押注电池的决心，除开蔚来之外，新势力小鹏也在电池方面的布局紧追不舍。\n今年7月，工信部公布了第346批《道路机动车辆生产企业及产品公告》，小鹏G3i车型位列其中。\n根据已经上市的小鹏G3i车型配置表可以看出，小鹏G3i车型的三元锂电池有三个生产厂家，分别是小鹏、宁德时代、江苏时代，小鹏自行生产的电池位列其中。\n\n在电池供应商方面，小鹏看向了更多种选择，不愿将鸡蛋放在同一个篮子里。\n据韩国etnews报道，9月6日，韩国动力电池供应商SK Innovation与小鹏汽车签订了电池供应合约，前者将为小鹏汽车提供80％镍含量的高镍电池。\n聚焦到新能源汽车第一梯队的特斯拉，其在新能源电池上的动作也不少。\n去年9月份，特斯拉发布4680无极耳电池。无极耳电极工艺，主要从三个方面改善电池的循环寿命以及其他性能：电流移动路径缩短减小内阻；降低电流偏移现象；改善产热和散热能力。\n今年7月份，特斯拉正式投产4680无极耳电池。马斯克与其同事介绍，特斯拉主要通过激光技术来去掉极耳，实质上就是简化了制造过程，能够进一步提高生产效率。\n总体上，新电池在能量上能提升5倍，续航能力增强16%，电力提升6倍。\n特斯拉在自研自产电池的同时，此前也与LG、宁德时代、松下等多家电池供应商建立了稳定的供需关系。\n新能源汽车头部玩家自研电池，广泛展开与电池供应商的合作，原因究竟为何？\n布局电池领域，或源于新势力的焦虑\n在新能源汽车的成本构成中，电池环节占比最高。车企想要掌握汽车关键零部件，拿下电池成了关键突破口。\n全国乘用车联合会秘书长崔东树表示：“电池类似于燃油车的发动机，车企可以自建发动机厂、变速箱厂，从而实现一个一体化的控制。自建电池厂将来也将是这种风格，每个整车公司都会有自己核心技术基础。”\n为了实现快速发展，研发电池显然成了新能源车企发展的趋势。此外，电池行业缺口以及降低成本等因素也是车企入局电池业务的重要原因。\n一是关于造车势力对于电池行业的缺口扩大。在碳达峰、碳中和的背景下，新能源造车成了大势所趋。中国汽车流通协会新能源分会秘书长章弘曾表示：“新能源汽车应当是汽车产业的终极目标。”\n如今许多传统车企向新能源转型，如德国品牌奥迪宣布，从2026年起，奥迪在全球市场上将停止生产新的汽油、柴油和混合动力汽车，只会推出纯电动力的新车型；大众汽车也宣布，将在2030年做到电动车占总销量的70%，预计在2035年停止销售燃油车。\n国内，许多互联网大厂也纷纷下场造车。今年1月份，百度和吉利控股宣布，组建智能电动汽车公司，这标志着百度正式进入汽车制造领域；今年3月，小米集团在港交所公告称，智能电动汽车业务立项，意味着小米加入新能源汽车赛道。\n新能源汽车的火爆带动了对动力电池的需求，但由于供需不对等，电池行业缺口巨大。\n华鑫证券预计2025年全球动力电池装机量达到1199GWh，2020-2025年CAGR达到50%；其中2025年中国动力电池装机量达到460GWh，2020-2025年CAGR为48%。\n\n蜂巢能源董事长兼CEO杨红新表示：“目前动力电池的产能缺口在30%到50%，并且预测一直到2025年动力电池产能都将比较紧张。”\n电池稀缺，会让新能源汽车陷入除芯片外的又一个困境。车企在寻求其他方式来降低对单一电池供应商的控制权，是实现可持续性产能的表现，自研新能源汽车电池，也是为了让企业不落入被动的局面。\n二是自研电池有助于新能源车企降低一些成本。新能源汽车核心是电池，其成本在零部件中最高。\n据国信证券信息，从新能源汽车的成本构成来看，电池成本相对整车环节占据 42%，电机和电控分别占据 10%以及 11%。新能源汽车的“三电”模块电池、电机、电控是核心动力总成部件，累计成本占比约 60%，大幅超越传统整车。\n\n电池成本占据整车成本40%，一味依赖供应商的供给，便无法很好控制整体成本支出。\n蔚来推出三元铁锂标准续航电池包，其创始人兼董事长李斌曾说：“磷酸铁锂电池的成本优势很高，三元+磷酸铁锂这种混装形式在一定程度上降低了成本。”\n降低电池相关成本，从价格方面来看有助于提高车辆销售的毛利率，从而提升收益。\n从技术层面看或许自研电池难度会大幅提升，但这也如同飞轮效应，前期耗费巨大力气，但所有的努力将会成为后续推动企业成长的动力。一旦后期成熟技术，这或许能为蔚来在电池方面提供更大优势，具有更多话语权。\n结语\n在新能源时代，谁能在电池研发上率先树立竞争优势，与友商之间的差距或许也会拉大。\n新能源车企涉足电池业务看似在走弯路，需要耗费更多成本支出，但实质上也是在创造“捷径”的过程。要想富，就得先铺路，任何产业的发展都离不开基础设施的完善。\n在新能源汽车厂商造电池这件事上，未来留给他们的想象空间巨大。","news_type":1},"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":141732354,"gmtCreate":1625890673178,"gmtModify":1633936316441,"author":{"id":"4087815025687340","authorId":"4087815025687340","name":"leesk","avatar":"https://static.tigerbbs.com/3f2f956d207ac9400780efc10ab82dce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087815025687340","authorIdStr":"4087815025687340"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>up up","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>up up","text":"$小米集团-W(01810)$up up","images":[{"img":"https://static.tigerbbs.com/0cd357cff4af99da1aa8fc1df04cdda1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/141732354","isVote":1,"tweetType":1,"viewCount":1041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":866238113,"gmtCreate":1632783937832,"gmtModify":1632797924997,"author":{"id":"4087815025687340","authorId":"4087815025687340","name":"leesk","avatar":"https://static.tigerbbs.com/3f2f956d207ac9400780efc10ab82dce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087815025687340","authorIdStr":"4087815025687340"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866238113","repostId":"2170626416","repostType":4,"repost":{"id":"2170626416","kind":"highlight","pubTimestamp":1632755184,"share":"https://www.laohu8.com/m/news/2170626416?lang=&edition=full","pubTime":"2021-09-27 23:06","market":"us","language":"zh","title":"炒股风波后，美国波士顿联储主席宣布提前退休","url":"https://stock-news.laohu8.com/highlight/detail?id=2170626416","media":"华尔街见闻","summary":"周一，波士顿联储主席Eric Rosengren宣布，他将于周四卸任，这比其原计划的退休时间提前了九个月。健康问题是其提前退休的原因。Rosengren透露，2020年6月以来他就在肾脏移植的名单上。","content":"<p>周一，波士顿联储主席Eric Rosengren宣布，他将于周四卸任，这比其原计划的退休时间提前了九个月。健康问题是其提前退休的原因。Rosengren透露，2020年6月以来他就在肾脏移植的名单上。他的医生告诉他，生活方式的改变可能会减少透析的需要。Rosengren担任波士顿联储主席已有14年之久。</p>\n<p>Rosengren在声明中表示：“在美联储系统服务是一种荣幸，在这份工作中，可以持续致力于让国家和新英格兰地区的经济和金融向好。我的同事们将在我们的基础上再接再厉，并继续为我们服务的公众带来改变。”</p>\n<p>美联储主席鲍威尔赞扬了Rosengren在美联储的工作。鲍威尔在声明中说：“在美联储系统工作的三十多年时间里，Rosengren一次又一次地表现出色。除了货币政策见解外，他还坚持不懈地关注如何最好地确保金融体系的稳定。我和我的同事们都会想念他。”</p>\n<p>Rosengren的退休声明中没有提到近期美联储多位高官炒股引起轩然大波这一事件。美联储几名高官曾交易个股，这与美联储在金融市场中的角色存在潜在冲突，因此遭到多方批评。Rosengren和达拉斯联储主席Kaplan因交易活跃，在这场风波中存在的争议最为突出，两人随后都承诺将于9月30日前出售所持一切个股来“避嫌”，并称任内不会再交易个股股票，他们的投资被内部道德官员判断为符合美联储的道德规则。</p>\n<p>Rosengren持有价值15.1万至80万美元的房地产投资信托，这些信托基金持有按揭抵押贷款支持证券（MBS），当他在四个REITS中进行了多达37笔交易的同时，美联储恰好购买了近7000亿美元的MBS。</p>\n<p>炒股风波掀起后，美联储发言人在声明中称，鉴于人们的信任对美联储有效执行使命至关重要，鲍威尔已指示工作人员，重新并全面审视与美联储高级官员持有金融资产及其交易活动相关的道德规则。鲍威尔在上周的新闻发布会上被问及炒股风波时，他表示，作为一般规则，美联储官员应被禁止拥有央行购买的资产，作为其定期资产购买和紧急流动性措施的一部分。</p>\n<p>Kenneth C. Montgomery将担任波士顿联储的临时主席。一个搜索委员会将确定Rosengren的继任者。由于Rosengren本已计划明年退休，其继任者的寻找工作已经在进行中。近来，波士顿联储在研究央行数字货币方面发挥了带头作用。</p>","source":"wallstreetcn_api","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>炒股风波后，美国波士顿联储主席宣布提前退休</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; 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}\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炒股风波后，美国波士顿联储主席宣布提前退休\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-27 23:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3641295><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一，波士顿联储主席Eric Rosengren宣布，他将于周四卸任，这比其原计划的退休时间提前了九个月。健康问题是其提前退休的原因。Rosengren透露，2020年6月以来他就在肾脏移植的名单上。他的医生告诉他，生活方式的改变可能会减少透析的需要。Rosengren担任波士顿联储主席已有14年之久。\nRosengren在声明中表示：“在美联储系统服务是一种荣幸，在这份工作中，可以持续致力于让...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3641295\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QID":"纳指两倍做空ETF","DXD":"道指两倍做空ETF","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","SH":"标普500反向ETF","DDM":"道指两倍做多ETF","PSQ":"纳指反向ETF","IVV":"标普500指数ETF","QLD":"纳指两倍做多ETF","DOG":"道指反向ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯","SDS":"两倍做空标普500ETF","SDOW":"道指三倍做空ETF-ProShares","SPY":"标普500ETF",".IXIC":"NASDAQ Composite","OEF":"标普100指数ETF-iShares","QQQ":"纳指100ETF",".SPX":"S&P 500 Index","OEX":"标普100"},"source_url":"https://wallstreetcn.com/articles/3641295","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170626416","content_text":"周一，波士顿联储主席Eric Rosengren宣布，他将于周四卸任，这比其原计划的退休时间提前了九个月。健康问题是其提前退休的原因。Rosengren透露，2020年6月以来他就在肾脏移植的名单上。他的医生告诉他，生活方式的改变可能会减少透析的需要。Rosengren担任波士顿联储主席已有14年之久。\nRosengren在声明中表示：“在美联储系统服务是一种荣幸，在这份工作中，可以持续致力于让国家和新英格兰地区的经济和金融向好。我的同事们将在我们的基础上再接再厉，并继续为我们服务的公众带来改变。”\n美联储主席鲍威尔赞扬了Rosengren在美联储的工作。鲍威尔在声明中说：“在美联储系统工作的三十多年时间里，Rosengren一次又一次地表现出色。除了货币政策见解外，他还坚持不懈地关注如何最好地确保金融体系的稳定。我和我的同事们都会想念他。”\nRosengren的退休声明中没有提到近期美联储多位高官炒股引起轩然大波这一事件。美联储几名高官曾交易个股，这与美联储在金融市场中的角色存在潜在冲突，因此遭到多方批评。Rosengren和达拉斯联储主席Kaplan因交易活跃，在这场风波中存在的争议最为突出，两人随后都承诺将于9月30日前出售所持一切个股来“避嫌”，并称任内不会再交易个股股票，他们的投资被内部道德官员判断为符合美联储的道德规则。\nRosengren持有价值15.1万至80万美元的房地产投资信托，这些信托基金持有按揭抵押贷款支持证券（MBS），当他在四个REITS中进行了多达37笔交易的同时，美联储恰好购买了近7000亿美元的MBS。\n炒股风波掀起后，美联储发言人在声明中称，鉴于人们的信任对美联储有效执行使命至关重要，鲍威尔已指示工作人员，重新并全面审视与美联储高级官员持有金融资产及其交易活动相关的道德规则。鲍威尔在上周的新闻发布会上被问及炒股风波时，他表示，作为一般规则，美联储官员应被禁止拥有央行购买的资产，作为其定期资产购买和紧急流动性措施的一部分。\nKenneth C. Montgomery将担任波士顿联储的临时主席。一个搜索委员会将确定Rosengren的继任者。由于Rosengren本已计划明年退休，其继任者的寻找工作已经在进行中。近来，波士顿联储在研究央行数字货币方面发挥了带头作用。","news_type":1},"isVote":1,"tweetType":1,"viewCount":785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839862858,"gmtCreate":1629149986774,"gmtModify":1633687119942,"author":{"id":"4087815025687340","authorId":"4087815025687340","name":"leesk","avatar":"https://static.tigerbbs.com/3f2f956d207ac9400780efc10ab82dce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087815025687340","authorIdStr":"4087815025687340"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>up","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>up","text":"$苹果(AAPL)$up","images":[{"img":"https://static.tigerbbs.com/16298be7091abbd932f3b7459ac31441","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839862858","isVote":1,"tweetType":1,"viewCount":923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":896016554,"gmtCreate":1628532995578,"gmtModify":1633746399680,"author":{"id":"4087815025687340","authorId":"4087815025687340","name":"leesk","avatar":"https://static.tigerbbs.com/3f2f956d207ac9400780efc10ab82dce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087815025687340","authorIdStr":"4087815025687340"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>upupup","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>upupup","text":"$老虎证券(TIGR)$upupup","images":[{"img":"https://static.tigerbbs.com/f6b80777ab59eb637a9542e4bf58ad2c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896016554","isVote":1,"tweetType":1,"viewCount":1038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":157792566,"gmtCreate":1625614603755,"gmtModify":1633939158029,"author":{"id":"4087815025687340","authorId":"4087815025687340","name":"leesk","avatar":"https://static.tigerbbs.com/3f2f956d207ac9400780efc10ab82dce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087815025687340","authorIdStr":"4087815025687340"},"themes":[],"htmlText":"继续买入","listText":"继续买入","text":"继续买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157792566","repostId":"1181343924","repostType":4,"repost":{"id":"1181343924","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":1625611649,"share":"https://www.laohu8.com/m/news/1181343924?lang=&edition=full","pubTime":"2021-07-07 06:47","market":"us","language":"zh","title":"摩根大通：上调苹果目标价至170美元，维持跑赢大市评级","url":"https://stock-news.laohu8.com/highlight/detail?id=1181343924","media":"老虎资讯综合","summary":"7月7日，摩根大通分析师Samik Chatterjee将苹果的目标价从165美元上调至170美元，并维持对该股的跑赢大市评级。\nChatterjee认为，尽管看好iPhone 12系列的销量前景，但","content":"<p>7月7日，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师Samik Chatterjee将<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的目标价从165美元上调至170美元，并维持对该股的跑赢大市评级。</p>\n<p>Chatterjee认为，尽管看好iPhone 12系列的销量前景，但该股在2021年上半年的表现严重落后于大盘。该分析师表示，iPhone 12系列销量前景光明、产品发布会将刺激该公司股价在7月至9月间迎来历史性表现，加之投资者降低了对iPhone13的销量预期，这意味着该股股价在今年下半年将非常具有吸引力。他预计苹果股价将在下半年表现将“大幅”优于大盘，并且认为现在是重新开始买入该股的时机。</p>\n<p>苹果隔夜收涨1.47%，报142.02美元。</p>\n<p><img src=\"https://static.tigerbbs.com/660fc1ade823da95d226e8cc37a2ea0a\" tg-width=\"840\" tg-height=\"470\"></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>摩根大通：上调苹果目标价至170美元，维持跑赢大市评级</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; 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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摩根大通：上调苹果目标价至170美元，维持跑赢大市评级\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\">2021-07-07 06:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月7日，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师Samik Chatterjee将<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的目标价从165美元上调至170美元，并维持对该股的跑赢大市评级。</p>\n<p>Chatterjee认为，尽管看好iPhone 12系列的销量前景，但该股在2021年上半年的表现严重落后于大盘。该分析师表示，iPhone 12系列销量前景光明、产品发布会将刺激该公司股价在7月至9月间迎来历史性表现，加之投资者降低了对iPhone13的销量预期，这意味着该股股价在今年下半年将非常具有吸引力。他预计苹果股价将在下半年表现将“大幅”优于大盘，并且认为现在是重新开始买入该股的时机。</p>\n<p>苹果隔夜收涨1.47%，报142.02美元。</p>\n<p><img src=\"https://static.tigerbbs.com/660fc1ade823da95d226e8cc37a2ea0a\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"09086":"华夏纳指-U","AAPL":"苹果","03086":"华夏纳指"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181343924","content_text":"7月7日，摩根大通分析师Samik Chatterjee将苹果的目标价从165美元上调至170美元，并维持对该股的跑赢大市评级。\nChatterjee认为，尽管看好iPhone 12系列的销量前景，但该股在2021年上半年的表现严重落后于大盘。该分析师表示，iPhone 12系列销量前景光明、产品发布会将刺激该公司股价在7月至9月间迎来历史性表现，加之投资者降低了对iPhone13的销量预期，这意味着该股股价在今年下半年将非常具有吸引力。他预计苹果股价将在下半年表现将“大幅”优于大盘，并且认为现在是重新开始买入该股的时机。\n苹果隔夜收涨1.47%，报142.02美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696518345,"gmtCreate":1640734056540,"gmtModify":1640734057788,"author":{"id":"4087815025687340","authorId":"4087815025687340","name":"leesk","avatar":"https://static.tigerbbs.com/3f2f956d207ac9400780efc10ab82dce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087815025687340","authorIdStr":"4087815025687340"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696518345","repostId":"2195343128","repostType":2,"isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":880698778,"gmtCreate":1631052667694,"gmtModify":1632885032516,"author":{"id":"4087815025687340","authorId":"4087815025687340","name":"leesk","avatar":"https://static.tigerbbs.com/3f2f956d207ac9400780efc10ab82dce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087815025687340","authorIdStr":"4087815025687340"},"themes":[],"htmlText":"[笑哭]&nbsp;[笑哭]&nbsp;[笑哭]&nbsp;[笑哭]&nbsp;","listText":"[笑哭]&nbsp;[笑哭]&nbsp;[笑哭]&nbsp;[笑哭]&nbsp;","text":"[笑哭] [笑哭] [笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880698778","repostId":"1190268789","repostType":2,"repost":{"id":"1190268789","kind":"news","pubTimestamp":1630985827,"share":"https://www.laohu8.com/m/news/1190268789?lang=&edition=full","pubTime":"2021-09-07 11:37","market":"us","language":"zh","title":"小i机器人向法院申请禁售iPhone，索赔100亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1190268789","media":"界面新闻","summary":"上海市高级人民法院已接受小i提出的禁令申请，案件持续审理中。","content":"<div>\n<p>记者 佘晓晨\n近日，小i机器人（上海智臻智能网络科技股份有限公司）向上海市高级人民法院提出行为保全申请（禁令），要求苹果公司立即停止涉及Siri的专利侵权，停止生产、销售、许诺销售、进口、使用，侵犯ZL200410053749.9发明专利的iPhone产品。上海市高级人民法院已于昨日接受小i提出的禁令申请，案件持续审理中。\n此前，中华人民共和国最高人民法院下达（2017）最高法行再34号行政判决书...</p>\n\n<a href=\"https://www.jiemian.com/article/6569388.html\">Web Link</a>\n\n</div>\n","source":"jm","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>小i机器人向法院申请禁售iPhone，索赔100亿元</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; 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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小i机器人向法院申请禁售iPhone，索赔100亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 11:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.jiemian.com/article/6569388.html><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者 佘晓晨\n近日，小i机器人（上海智臻智能网络科技股份有限公司）向上海市高级人民法院提出行为保全申请（禁令），要求苹果公司立即停止涉及Siri的专利侵权，停止生产、销售、许诺销售、进口、使用，侵犯ZL200410053749.9发明专利的iPhone产品。上海市高级人民法院已于昨日接受小i提出的禁令申请，案件持续审理中。\n此前，中华人民共和国最高人民法院下达（2017）最高法行再34号行政判决书...</p>\n\n<a href=\"https://www.jiemian.com/article/6569388.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/275844f4baec1cdf60dd0a969b6b4fc3","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.jiemian.com/article/6569388.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190268789","content_text":"记者 佘晓晨\n近日，小i机器人（上海智臻智能网络科技股份有限公司）向上海市高级人民法院提出行为保全申请（禁令），要求苹果公司立即停止涉及Siri的专利侵权，停止生产、销售、许诺销售、进口、使用，侵犯ZL200410053749.9发明专利的iPhone产品。上海市高级人民法院已于昨日接受小i提出的禁令申请，案件持续审理中。\n此前，中华人民共和国最高人民法院下达（2017）最高法行再34号行政判决书，终审判决苹果电脑贸易（上海）有限公司败诉，确认小i机器人上述专利权的有效性。去年8月，小i机器人向上海市高级人民法院提起诉讼，正式要求苹果公司停止专利侵权，并赔偿人民币100亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":143699557,"gmtCreate":1625790474979,"gmtModify":1633937348015,"author":{"id":"4087815025687340","authorId":"4087815025687340","name":"leesk","avatar":"https://static.tigerbbs.com/3f2f956d207ac9400780efc10ab82dce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087815025687340","authorIdStr":"4087815025687340"},"themes":[],"htmlText":"建议不买入","listText":"建议不买入","text":"建议不买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143699557","repostId":"2150243326","repostType":4,"isVote":1,"tweetType":1,"viewCount":865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":143690936,"gmtCreate":1625790404225,"gmtModify":1633937349449,"author":{"id":"4087815025687340","authorId":"4087815025687340","name":"leesk","avatar":"https://static.tigerbbs.com/3f2f956d207ac9400780efc10ab82dce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087815025687340","authorIdStr":"4087815025687340"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143690936","repostId":"1187355773","repostType":4,"repost":{"id":"1187355773","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":1625789386,"share":"https://www.laohu8.com/m/news/1187355773?lang=&edition=full","pubTime":"2021-07-09 08:09","market":"other","language":"zh","title":"特斯拉美国官网：Model S、Model X上调起售价","url":"https://stock-news.laohu8.com/highlight/detail?id=1187355773","media":"老虎资讯综合","summary":"7月9日，据特斯拉美国官网：特斯拉Model S长续航版起售价为8.499万美元，此前为7.999万美元，上调0.5万美元。特斯拉Model X长续航版起售价为9.499万美元，此前为8.999万美元","content":"<p>7月9日，据<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>美国官网：特斯拉Model S长续航版起售价为8.499万美元，此前为7.999万美元，上调0.5万美元。特斯拉Model X长续航版起售价为9.499万美元，此前为8.999万美元，上调0.5万美元。</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>特斯拉美国官网：Model S、Model X上调起售价</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; 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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特斯拉美国官网：Model S、Model X上调起售价\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\">2021-07-09 08:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月9日，据<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>美国官网：特斯拉Model S长续航版起售价为8.499万美元，此前为7.999万美元，上调0.5万美元。特斯拉Model X长续航版起售价为9.499万美元，此前为8.999万美元，上调0.5万美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187355773","content_text":"7月9日，据特斯拉美国官网：特斯拉Model S长续航版起售价为8.499万美元，此前为7.999万美元，上调0.5万美元。特斯拉Model X长续航版起售价为9.499万美元，此前为8.999万美元，上调0.5万美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155598465,"gmtCreate":1625443742357,"gmtModify":1633940720016,"author":{"id":"4087815025687340","authorId":"4087815025687340","name":"leesk","avatar":"https://static.tigerbbs.com/3f2f956d207ac9400780efc10ab82dce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087815025687340","authorIdStr":"4087815025687340"},"themes":[],"htmlText":"值得入手","listText":"值得入手","text":"值得入手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155598465","repostId":"1109433094","repostType":4,"repost":{"id":"1109433094","kind":"news","pubTimestamp":1625443157,"share":"https://www.laohu8.com/m/news/1109433094?lang=&edition=full","pubTime":"2021-07-05 07:59","market":"us","language":"zh","title":"消息称苹果今年新iPhone进入备货倒数阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=1109433094","media":"爱集微","summary":"苹果今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPh","content":"<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPhone 13也有68%由鸿海操刀，另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下，助攻鸿海下半年旺季营运动能。</p>\n<p>供应链传出，今年新iPhone将回归到往年9月发表的状况，代工厂第3季开始出货，拉货高峰落在第4季，苹果将推四款新机，分别为6.7吋iPhone 13 Pro Max，6.1吋的iPhone 13 Pro，以及5.4吋与6.1吋，同样名为iPhone 13的机种。</p>\n<p><img src=\"https://static.tigerbbs.com/14c305db3ed4a32e928a4a6436373dbb\" tg-width=\"802\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p>\n<p>在代工订单分配上，鸿海维持主力代工厂地位，和硕则独家拿下萤幕最小的5.4吋iPhone 13订单。至于今年首度组装iPhone的大陆供应链指标厂立讯，出货机种为6.1吋iPhone 13 Pro，订单占比约四成，与鸿海分食，遭点名的业者均不回应订单动态。</p>\n<p>市场普遍对今年iPhone新机出货出货抱持乐观看法，日系外资更上调今年下半年新iPhone出货量预估，由8,200万支上修到8,500万支，预估今年整体iPhone出货将由原估的2.25亿支增加到2.28亿支。</p>\n<p>至于立讯加入iPhone组装行列，外资认为，相关影响在可控制范围内，主要在于今年新iPhone出货量可望比去年机种增加，加上鸿海在iPhone组装市占下滑程度有限，鸿海去年下半年iPhone 12系列的订单占比约72%至74%，今年下半年iPhone新机中，预估鸿海订单占比则为68%至70%，同样为主要组装iPhone中高阶产品。</p>\n<p>因此，若iPhone下半年销售优于预期，鸿海、和硕与立讯等可望跟着受惠。市场也密切关注，立讯在今年度首度成为iPhone的组装厂之后，其供货的iPhone 13 Pro产品良率、交期等表现。</p>\n<p>鸿海将于本周公布6月与上半年营收表现，鸿海5月中旬时表示，第1季虽然基期高，但是需求延伸到第2季，预估第2季营收将与首季持平，但仍会较去年同期强劲成长。</p>","source":"ijiwei","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>消息称苹果今年新iPhone进入备货倒数阶段</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; 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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消息称苹果今年新iPhone进入备货倒数阶段\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-05 07:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://laoyaoba.com/n/785523><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPhone 13也有68%由鸿海操刀，另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下，助攻鸿海下半年旺季营运动能。\n供应链传出，今年新iPhone将回归到往年9月发表的状况，代工厂第3季...</p>\n\n<a href=\"https://laoyaoba.com/n/785523\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"09086":"华夏纳指-U","AAPL":"苹果","03086":"华夏纳指"},"source_url":"https://laoyaoba.com/n/785523","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109433094","content_text":"苹果今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPhone 13也有68%由鸿海操刀，另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下，助攻鸿海下半年旺季营运动能。\n供应链传出，今年新iPhone将回归到往年9月发表的状况，代工厂第3季开始出货，拉货高峰落在第4季，苹果将推四款新机，分别为6.7吋iPhone 13 Pro Max，6.1吋的iPhone 13 Pro，以及5.4吋与6.1吋，同样名为iPhone 13的机种。\n\n在代工订单分配上，鸿海维持主力代工厂地位，和硕则独家拿下萤幕最小的5.4吋iPhone 13订单。至于今年首度组装iPhone的大陆供应链指标厂立讯，出货机种为6.1吋iPhone 13 Pro，订单占比约四成，与鸿海分食，遭点名的业者均不回应订单动态。\n市场普遍对今年iPhone新机出货出货抱持乐观看法，日系外资更上调今年下半年新iPhone出货量预估，由8,200万支上修到8,500万支，预估今年整体iPhone出货将由原估的2.25亿支增加到2.28亿支。\n至于立讯加入iPhone组装行列，外资认为，相关影响在可控制范围内，主要在于今年新iPhone出货量可望比去年机种增加，加上鸿海在iPhone组装市占下滑程度有限，鸿海去年下半年iPhone 12系列的订单占比约72%至74%，今年下半年iPhone新机中，预估鸿海订单占比则为68%至70%，同样为主要组装iPhone中高阶产品。\n因此，若iPhone下半年销售优于预期，鸿海、和硕与立讯等可望跟着受惠。市场也密切关注，立讯在今年度首度成为iPhone的组装厂之后，其供货的iPhone 13 Pro产品良率、交期等表现。\n鸿海将于本周公布6月与上半年营收表现，鸿海5月中旬时表示，第1季虽然基期高，但是需求延伸到第2季，预估第2季营收将与首季持平，但仍会较去年同期强劲成长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":155591864,"gmtCreate":1625443697458,"gmtModify":1633940721319,"author":{"id":"4087815025687340","authorId":"4087815025687340","name":"leesk","avatar":"https://static.tigerbbs.com/3f2f956d207ac9400780efc10ab82dce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087815025687340","authorIdStr":"4087815025687340"},"themes":[],"htmlText":"值得入手","listText":"值得入手","text":"值得入手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155591864","repostId":"1109433094","repostType":4,"repost":{"id":"1109433094","kind":"news","pubTimestamp":1625443157,"share":"https://www.laohu8.com/m/news/1109433094?lang=&edition=full","pubTime":"2021-07-05 07:59","market":"us","language":"zh","title":"消息称苹果今年新iPhone进入备货倒数阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=1109433094","media":"爱集微","summary":"苹果今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPh","content":"<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>今年新iPhone进入备货倒数阶段，供应链传出，今年新机以iPhone 13命名，组装订单分配当中，鸿海仍是大赢家，囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单，6.1吋iPhone 13也有68%由鸿海操刀，另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下，助攻鸿海下半年旺季营运动能。</p>\n<p>供应链传出，今年新iPhone将回归到往年9月发表的状况，代工厂第3季开始出货，拉货高峰落在第4季，苹果将推四款新机，分别为6.7吋iPhone 13 Pro Max，6.1吋的iPhone 13 Pro，以及5.4吋与6.1吋，同样名为iPhone 13的机种。</p>\n<p><img src=\"https://static.tigerbbs.com/14c305db3ed4a32e928a4a6436373dbb\" tg-width=\"802\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p>\n<p>在代工订单分配上，鸿海维持主力代工厂地位，和硕则独家拿下萤幕最小的5.4吋iPhone 13订单。至于今年首度组装iPhone的大陆供应链指标厂立讯，出货机种为6.1吋iPhone 13 Pro，订单占比约四成，与鸿海分食，遭点名的业者均不回应订单动态。</p>\n<p>市场普遍对今年iPhone新机出货出货抱持乐观看法，日系外资更上调今年下半年新iPhone出货量预估，由8,200万支上修到8,500万支，预估今年整体iPhone出货将由原估的2.25亿支增加到2.28亿支。</p>\n<p>至于立讯加入iPhone组装行列，外资认为，相关影响在可控制范围内，主要在于今年新iPhone出货量可望比去年机种增加，加上鸿海在iPhone组装市占下滑程度有限，鸿海去年下半年iPhone 12系列的订单占比约72%至74%，今年下半年iPhone新机中，预估鸿海订单占比则为68%至70%，同样为主要组装iPhone中高阶产品。</p>\n<p>因此，若iPhone下半年销售优于预期，鸿海、和硕与立讯等可望跟着受惠。市场也密切关注，立讯在今年度首度成为iPhone的组装厂之后，其供货的iPhone 13 Pro产品良率、交期等表现。</p>\n<p>鸿海将于本周公布6月与上半年营收表现，鸿海5月中旬时表示，第1季虽然基期高，但是需求延伸到第2季，预估第2季营收将与首季持平，但仍会较去年同期强劲成长。</p>","source":"ijiwei","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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