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On the right

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2023-02-01

$大健云仓(GCT)$ 看多必须

2022-10-27

观念有问题，又是瞎吹一批

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2022-08-25

$大健云仓(GCT)$对这家公司比较了解，稳健，有长远规划，兼具务实的品性，长期看涨

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21:05","market":"us","language":"zh","title":"传统车企发力要翻盘，蔚小理们打得过吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1186441869","media":"华尔街见闻","summary":"谁能笑到最后，仍是产品、规模说了算。","content":"<html><head></head><body><p>作者：周智宇</p><p>10月24日特斯拉官宣在中国降价后，各个社交平台上兴起了一个讨论。</p><p>“特斯拉突然降价，谁最受伤？”</p><p>问题的背后列了一串车型，囊括了比亚迪、理想、华为问界和大众等一批车企的竞争车型，最终投票排在前面的都是来自新势力的选手。</p><p>投票给新势力的理由也很简单，“蔚小理”们如今还在10万辆的生死线上徘徊，连龙头车企都降价了，它们只能被动跟随。新势力们的淘汰赛也将进入下半场。</p><p>反倒是那些过去被吐槽转型过慢的传统车企们，在新势力们把场子热起来了之后，开始动真格的了。在9月销量排行榜上，来自传统车企的玩家们将新势力们替换下来，吉利、广汽埃安等整车厂动辄同比翻倍的增速，让人一时间不知谁才是新势力。</p><p>另一边，德系的大众、宝马和奔驰，日系的本田、丰田和日产等，也逐步在中国落地了自己的电动化产品。9月底，东风日产也推出NISSAN NEXT战略计划公布后的首款纯电车型ARIYA艾睿雅，宣告着东风日产电动化时代到来。</p><p>虽晚未迟，这些在产品上显得有些执拗的传统玩家，会是行业未来三至五年的洗牌期里最具竞争力的参与者。谁能笑到最后，仍是产品、规模说了算。</p><p><b>迟来者</b></p><p>如今业内总爱将车企分为两派：造车新势力和传统车企。</p><p>听起来传统车企仿佛是个老古板，在新势力借着新能源东风攻城略地的时候，却还在转型上踟蹰。直到这两年才开始陆续推出自己的转型主张，大举发力电动化。以至于眼下中国新能源汽车渗透率已经突破30%，传统车企里却没有像燃油车时代里一样，占据绝对高位。</p><p>贴在新势力身上的标签，则是张扬、会营销。加上产品快速迭代，让消费能够有新鲜感。新势力们也总是在一旁调侃着传统车企过时了。</p><p>特斯拉一直标榜着自己是在用互联网思维造车。用全新的电子电器架构，以及软件和智能，重新定义了汽车。</p><p>蔚来无时无刻不忘对标宝马，华为问界动辄就是超越丰田埃尔法、雷克萨斯LM等百万豪车。甚至小鹏汽车董事长何小鹏也曾说过一句备受争议的话，“智能汽车的核心在运营,而不在制造。”</p><p>来自传统阵营的玩家们则仿佛憋着一股气。特斯拉刚进入中国不久，比亚迪董事长王传福在2013年的股东大会上就豪言，比亚迪分分钟造出特斯拉。</p><p>这个时候传统玩家其实并非没有电动汽车。宝马i3、通用VOLT还有来自日产的LEAF，这都是与特斯拉同时间，甚至更早的产品。</p><p>其中，日产在2010年就推出的LEAF是世界上第一款真正意义上，面向私人交付的纯电动车。至2014年，上市三年多的LEAF在全球累计卖出了10万辆，并在当年以“聆风”之名进入了中国市场。</p><p>截至今年2月，LEAF累计销售64.8万台，累计行驶里程超210亿公里，并且0电池安全事故。在电动车领域里，日产已经用一系列的电动车产品奠定了它的底蕴。</p><p>不过就像大家所熟知的故事，2016年之前做电动车并不容易，这终是个小众的市场。消费者对电动车的接受度低，加上电动桩铺排不高等问题，这些传统车企一直是在小步伐地尝试，给外界以他们一直在观望、犹豫不前的态度。</p><p>燃油车时代，一款车型的生命周期可以长达数十年，“一年小改款，五年一换代”。这样的情况在新能源时代依旧没有改变。</p><p>一名汽车产业链人士表示，他们公司的产品在去年底已得到了某国际大型车厂定点，要给这家车企新能源汽车提供零部件。但光是论证就花了三年，而新势力则只需要一年，甚至半年。</p><p><b>传统车企讲究的调教积累、质量把控需要长时间验证，在新能源时代反倒成了拖慢他们电动化转型的一个因素。</b></p><p>加上燃油车依旧是这些传统车企收入的大头，电气化转型投入与整体财务的平衡、新的供应链体系和产业链的搭建等等。光是靠产品经理，解决不了这些问题。</p><p><b>反攻战</b></p><p>从今年3月“埃小蔚”替换“蔚小理”开始，来自传统车企的反攻战已经打响。</p><p>从新能源汽车月度零售销量来看，TOP10榜单中来自传统车企的市场份额已经从3月的49.4%，上升至9月时的56%。同步的则是来自新势力份额持续下降，如果加上特斯拉，下降幅度就更多了。</p><p>一个很关键的因素就是从去年开始传统车企开始发力。在看到市场新能源趋势确认，消除了对市场前景的顾虑后，这些传统车企快速加码产品线、生产线。</p><p>奔驰在10月发布了EQE纯电SUV，构建起豪华品牌中最全面的电动化产品布局；宝马今年在中国的电池生产、生产线上连现多笔百亿投资；包括丰田、本田以及日产在内的日系车企，也在今年向中国推出电动化产品。</p><p><b>随着这些传统玩家的进入，新能源汽车的竞争激烈程度已是肉眼可见。就连特斯拉都不得不在成本依旧高企的时候，降价求销量。而眼下新能源市场里除了特斯拉、比亚迪等少数玩家，能够盈利的尚是少数，新势力们还在卖一辆亏一辆的状态，接下来市场的洗牌会愈发激烈。</b></p><p>不过正如一名外资车企高管对华尔街见闻所说，新能源汽车市场最激进的时候已经过去，可以看到消费者已经从尝鲜、追求新鲜感，转向实用性。</p><p>这也意味着新能源汽车逐渐回归到了汽车工业的本质，安全、舒适性在消费者心中愈发重要。这也是传统车企最擅长的。相比新势力将用户体验作为卖点，“日产大沙发”的概念深入人心，并且这种理念也在ARIYA艾睿雅上得以延续。</p><p>全新的云图专业纯电平台、全链路自研的三电技术，日产的前瞻技术储备与布局在新能源时代也有了产出。ARIYA艾睿雅首席工程师Hikaru Nakajima直言，ARIYA艾睿雅对标产品就是特斯拉Model Y。</p><p>在ARIYA艾睿雅上市时日产汽车CEO内田诚曾表示，日产的电动车产品最重要的是在对的地点、对的时间上市。</p><p>如今，中国的新能源汽车市场也在高速增长了三年后，来到了产品导向、充分市场化竞争。安全、可靠性以及科技能力，都是消费者所考量的指标；相比新势力持续在供应链、产业链上被制肘，传统车企在这一块也有着更多经验，当然，在软件方面，传统车企还需要好好补课。</p><p>随着日产等传统车企开始下场，新的竞争格局也随之形成。一场激烈的洗牌，不过才刚刚开始罢了。</p></body></html>","source":"live_wallstreetcn","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>传统车企发力要翻盘，蔚小理们打得过吗？</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传统车企发力要翻盘，蔚小理们打得过吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-26 21:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3673344><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：周智宇10月24日特斯拉官宣在中国降价后，各个社交平台上兴起了一个讨论。“特斯拉突然降价，谁最受伤？”问题的背后列了一串车型，囊括了比亚迪、理想、华为问界和大众等一批车企的竞争车型，最终投票排在前面的都是来自新势力的选手。投票给新势力的理由也很简单，“蔚小理”们如今还在10万辆的生死线上徘徊，连龙头车企都降价了，它们只能被动跟随。新势力们的淘汰赛也将进入下半场。反倒是那些过去被吐槽转型过慢的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3673344\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/65651c1586bf8249c79fabe09f36b476","relate_stocks":{"LI":"理想汽车","XPEV":"小鹏汽车","NIO":"蔚来"},"source_url":"https://wallstreetcn.com/articles/3673344","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1186441869","content_text":"作者：周智宇10月24日特斯拉官宣在中国降价后，各个社交平台上兴起了一个讨论。“特斯拉突然降价，谁最受伤？”问题的背后列了一串车型，囊括了比亚迪、理想、华为问界和大众等一批车企的竞争车型，最终投票排在前面的都是来自新势力的选手。投票给新势力的理由也很简单，“蔚小理”们如今还在10万辆的生死线上徘徊，连龙头车企都降价了，它们只能被动跟随。新势力们的淘汰赛也将进入下半场。反倒是那些过去被吐槽转型过慢的传统车企们，在新势力们把场子热起来了之后，开始动真格的了。在9月销量排行榜上，来自传统车企的玩家们将新势力们替换下来，吉利、广汽埃安等整车厂动辄同比翻倍的增速，让人一时间不知谁才是新势力。另一边，德系的大众、宝马和奔驰，日系的本田、丰田和日产等，也逐步在中国落地了自己的电动化产品。9月底，东风日产也推出NISSAN NEXT战略计划公布后的首款纯电车型ARIYA艾睿雅，宣告着东风日产电动化时代到来。虽晚未迟，这些在产品上显得有些执拗的传统玩家，会是行业未来三至五年的洗牌期里最具竞争力的参与者。谁能笑到最后，仍是产品、规模说了算。迟来者如今业内总爱将车企分为两派：造车新势力和传统车企。听起来传统车企仿佛是个老古板，在新势力借着新能源东风攻城略地的时候，却还在转型上踟蹰。直到这两年才开始陆续推出自己的转型主张，大举发力电动化。以至于眼下中国新能源汽车渗透率已经突破30%，传统车企里却没有像燃油车时代里一样，占据绝对高位。贴在新势力身上的标签，则是张扬、会营销。加上产品快速迭代，让消费能够有新鲜感。新势力们也总是在一旁调侃着传统车企过时了。特斯拉一直标榜着自己是在用互联网思维造车。用全新的电子电器架构，以及软件和智能，重新定义了汽车。蔚来无时无刻不忘对标宝马，华为问界动辄就是超越丰田埃尔法、雷克萨斯LM等百万豪车。甚至小鹏汽车董事长何小鹏也曾说过一句备受争议的话，“智能汽车的核心在运营,而不在制造。”来自传统阵营的玩家们则仿佛憋着一股气。特斯拉刚进入中国不久，比亚迪董事长王传福在2013年的股东大会上就豪言，比亚迪分分钟造出特斯拉。这个时候传统玩家其实并非没有电动汽车。宝马i3、通用VOLT还有来自日产的LEAF，这都是与特斯拉同时间，甚至更早的产品。其中，日产在2010年就推出的LEAF是世界上第一款真正意义上，面向私人交付的纯电动车。至2014年，上市三年多的LEAF在全球累计卖出了10万辆，并在当年以“聆风”之名进入了中国市场。截至今年2月，LEAF累计销售64.8万台，累计行驶里程超210亿公里，并且0电池安全事故。在电动车领域里，日产已经用一系列的电动车产品奠定了它的底蕴。不过就像大家所熟知的故事，2016年之前做电动车并不容易，这终是个小众的市场。消费者对电动车的接受度低，加上电动桩铺排不高等问题，这些传统车企一直是在小步伐地尝试，给外界以他们一直在观望、犹豫不前的态度。燃油车时代，一款车型的生命周期可以长达数十年，“一年小改款，五年一换代”。这样的情况在新能源时代依旧没有改变。一名汽车产业链人士表示，他们公司的产品在去年底已得到了某国际大型车厂定点，要给这家车企新能源汽车提供零部件。但光是论证就花了三年，而新势力则只需要一年，甚至半年。传统车企讲究的调教积累、质量把控需要长时间验证，在新能源时代反倒成了拖慢他们电动化转型的一个因素。加上燃油车依旧是这些传统车企收入的大头，电气化转型投入与整体财务的平衡、新的供应链体系和产业链的搭建等等。光是靠产品经理，解决不了这些问题。反攻战从今年3月“埃小蔚”替换“蔚小理”开始，来自传统车企的反攻战已经打响。从新能源汽车月度零售销量来看，TOP10榜单中来自传统车企的市场份额已经从3月的49.4%，上升至9月时的56%。同步的则是来自新势力份额持续下降，如果加上特斯拉，下降幅度就更多了。一个很关键的因素就是从去年开始传统车企开始发力。在看到市场新能源趋势确认，消除了对市场前景的顾虑后，这些传统车企快速加码产品线、生产线。奔驰在10月发布了EQE纯电SUV，构建起豪华品牌中最全面的电动化产品布局；宝马今年在中国的电池生产、生产线上连现多笔百亿投资；包括丰田、本田以及日产在内的日系车企，也在今年向中国推出电动化产品。随着这些传统玩家的进入，新能源汽车的竞争激烈程度已是肉眼可见。就连特斯拉都不得不在成本依旧高企的时候，降价求销量。而眼下新能源市场里除了特斯拉、比亚迪等少数玩家，能够盈利的尚是少数，新势力们还在卖一辆亏一辆的状态，接下来市场的洗牌会愈发激烈。不过正如一名外资车企高管对华尔街见闻所说，新能源汽车市场最激进的时候已经过去，可以看到消费者已经从尝鲜、追求新鲜感，转向实用性。这也意味着新能源汽车逐渐回归到了汽车工业的本质，安全、舒适性在消费者心中愈发重要。这也是传统车企最擅长的。相比新势力将用户体验作为卖点，“日产大沙发”的概念深入人心，并且这种理念也在ARIYA艾睿雅上得以延续。全新的云图专业纯电平台、全链路自研的三电技术，日产的前瞻技术储备与布局在新能源时代也有了产出。ARIYA艾睿雅首席工程师Hikaru Nakajima直言，ARIYA艾睿雅对标产品就是特斯拉Model Y。在ARIYA艾睿雅上市时日产汽车CEO内田诚曾表示，日产的电动车产品最重要的是在对的地点、对的时间上市。如今，中国的新能源汽车市场也在高速增长了三年后，来到了产品导向、充分市场化竞争。安全、可靠性以及科技能力，都是消费者所考量的指标；相比新势力持续在供应链、产业链上被制肘，传统车企在这一块也有着更多经验，当然，在软件方面，传统车企还需要好好补课。随着日产等传统车企开始下场，新的竞争格局也随之形成。一场激烈的洗牌，不过才刚刚开始罢了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660313159,"gmtCreate":1661419680875,"gmtModify":1661420815332,"author":{"id":"4121522466138590","authorId":"4121522466138590","name":"On the right","avatar":"https://static.tigerbbs.com/85e971f2fb87e970b37f96b1477137b9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121522466138590","authorIdStr":"4121522466138590"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GCT\">$大健云仓(GCT)$</a>对这家公司比较了解，稳健，有长远规划，兼具务实的品性，长期看涨","listText":"<a 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