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老虎认证: 软件工程师
IP属地:北京
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grepus
09-17 06:21
$20+年以上美国国债ETF-iShares(TLT)$
这完全是耐心的坚持,大家都知道一定会降息,但很多人等不到降息的这一天就下车了
grepus
04-12
我最近看了《周期》(Mastering the Market Cycle: Getting the Odds on Your Side),作者是霍华德·马克斯。这本书探讨了市场周期的概念,以及如何在投资中利用这些周期。霍华德·马克斯在书中分享了他对市场周期的看法和应对策略,帮助读者更好地理解市场并作出更明智的投资决策。在周期的不同位置,投资者要在风险规避和风险偏好之间摆动。这是卓越投资人的必备素质。还强调了逆向投资的重要性。
grepus
08-29
我开仓了
$理想汽车(LI)$
,补点仓
grepus
05-10
$极氪(ZK)$
申购400,中了3股…… 这个分配算法真是搞笑啊,3股,就是图个参与感
grepus
09-06
我开仓了
$谷歌(GOOG)$
,谷歌还是长期看好的,AI方面谷歌被低估了,TPU的潜力没发挥出来,等待价值回归的那一天
grepus
06-12
自由路上!
grepus
04-10
腾讯最近利好挺多,回购和分红,还有股东大会,现在估值也不高,继续看多
grepus
2023-06-21
$商汤-W(00020)$
大模型都开始公测了,效果不错,肯定要涨
grepus
2023-04-17
今天哪里有3.45的价格?最高2.9几
阿里巴巴对商汤的持股比例从8.04%降至7.88%
grepus
09-12
$特斯拉(TSLA)$
投资特斯拉需要有耐心
grepus
09-10
$Vanguard标普500ETF(VOO)$
指数基金投资,打败主动投资!
grepus
09-10
$20+年以上美国国债ETF-iShares(TLT)$
当降息真正来临时tlt还会继续涨
grepus
06-12
老虎,让我们财富自由!
grepus
05-23
胡说八道,理想Q1是净利润5.9亿,不是亏损5.9亿。
国产车企扎堆冲击50万以上豪车市场
grepus
01-01
$老虎证券(TIGR)$
《理性乐观派》《异类》《反脆弱》
去老虎APP查看更多动态
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投资特斯拉需要有耐心","images":[{"img":"https://static.tigerbbs.com/5c4ea4f619e28b717db730a9df720da7","width":"696","height":"1122"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348639089950952","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":347971836465152,"gmtCreate":1725975688642,"gmtModify":1725976267241,"author":{"id":"4134733407813970","authorId":"4134733407813970","authorIdStr":"4134733407813970","name":"grepus","avatar":"https://static.tigerbbs.com/9ce0392d542a1935c5c19130f1868936","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4134733407813970"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard标普500ETF(VOO)$ </a> 指数基金投资,打败主动投资!","listText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard标普500ETF(VOO)$ </a> 指数基金投资,打败主动投资!","text":"$Vanguard标普500ETF(VOO)$ 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</a>,谷歌还是长期看好的,AI方面谷歌被低估了,TPU的潜力没发挥出来,等待价值回归的那一天","text":"我开仓了$谷歌(GOOG)$ ,谷歌还是长期看好的,AI方面谷歌被低估了,TPU的潜力没发挥出来,等待价值回归的那一天","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/346540190097520","isVote":1,"tweetType":1,"viewCount":3303,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000235","authorId":"9000000000000235","authorIdStr":"9000000000000235","name":"再放些水吧","avatar":"https://static.tigerbbs.com/a5aa2773c996a6accd9329dd855f8e45","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000235"},"content":"我也非常看好谷歌,尤其是在人工智能领域","text":"我也非常看好谷歌,尤其是在人工智能领域","html":"我也非常看好谷歌,尤其是在人工智能领域"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343466814714160,"gmtCreate":1724883467726,"gmtModify":1724894635942,"author":{"id":"4134733407813970","authorId":"4134733407813970","authorIdStr":"4134733407813970","name":"grepus","avatar":"https://static.tigerbbs.com/9ce0392d542a1935c5c19130f1868936","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4134733407813970"},"themes":[],"htmlText":"我开仓了<a 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09:00","market":"hk","language":"zh","title":"国产车企扎堆冲击50万以上豪车市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2437279780","media":"钛媒体","summary":"5月华为官方公布销售数据,售价50万以上的中国豪华车市场,问界M9超越BBA三大豪华车巨头,凭借13391台的销量夺得榜首。相比整个汽车大盘,50万以上的市场并不太大。从0到1突破不易,但对国产新能源车企来说,攻克50万以上高端市场似乎已势在必行。这为本土车企留下了空白市场,包括50万以上的高端市场。在技术之外,支撑国产车企冲击50万高端市场的,还有超出价格范围的高配置。","content":"<html><body><p>作者|张芮白,编辑|翟文婷</p><p>理想MEGA曾经瞄准的是“50万以上销量第一”,现在不仅没有达到预期,L系列也受到影响,2024年Q1公司业绩也被拖累,从上个季度的盈利30.4亿元,变为亏损5.8亿元。</p><p>一位名为“理记”的博主在微博历数MEGA失利的原因以及发生的连锁反应,伤害供应链、市值下跌,最重要的是将处于势能上升阶段的理想,拖入下行轨道。理想今年原本力推的几款纯电动车,因为公司整体销量不如意,也被延后了。</p><p>MEGA本是李想冲击高端车的一个投名状。</p><p>售价50万以上的中国<a href=\"https://laohu8.com/S/DLX\">豪华</a>汽车市场,一直是以燃油车业务为主的BBA(奔驰、宝马、奥迪)等外资统治的天下,是国产品牌鲜有人敢触碰的禁地。</p><p>新能源时代,一切皆为可能。众多国产新能源车企正试图撕开一道口子,除了理想,还有华为、<a href=\"https://laohu8.com/S/ZK\">极氪</a>。</p><p>5月华为官方公布销售数据,售价50万以上的中国豪华车市场,问界M9超越BBA三大豪华车巨头,凭借13391台的销量夺得榜首。</p><p>对比MEGA的失利,也许问界M9的这个成绩给了华为极大的信心。5月21日余承东在接受<a href=\"https://laohu8.com/S/00700\">腾讯</a>新闻采访时,更是豪气冲天地说,跟江淮合作的华为“第四界”可能要做百万元级别的,对标远超迈巴赫、<a href=\"https://laohu8.com/S/RR..UK\">劳斯莱斯</a>Phantom,更豪华、更高端、更舒享定位的超高端车。</p><p>相比整个汽车大盘,50万以上的市场并不太大。杰兰路的统计数据显示,2023年我国开票价50万元以上的纯电动汽车有46454辆,占比约8.3%。而新势力车企理想单月出货量就超过了5万。但是现在,这个细分小众赛道,正显得拥挤。</p><p>2023年新能源汽车的主旋律是价格战,且延续至今。尤其小米SU7入场之后,更是引发行业集体降价。</p><p>一边是不断试探价格底线,一边是冲击50万以上高端市场,国产新能源汽车已经轻松“上天入地”了吗?</p><p><strong>玩家入场</strong></p><p>对于国产车企来说,利好的一面是,在新能源这一领域,中国企业和外资在同一起跑线。</p><p>2023年全年,50万元以上的高端电动汽车,销量排名第一的是吉利旗下车型极氪 009,全年新车上险量18510台。排在其后的是保时捷Taycan和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model X。</p><p>极氪定位高端纯电品牌。在第一款车型极氪 001成功赢得市场后,极氪于2022年11月推出极氪 009。极氪 CEO安聪慧曾表示,在<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动时代,汽车的消费、品牌、技术都发生了很大变化,而极氪选择从最难的高端车型做起。</p><p>遗憾的是,极氪 009尚且挑不起大梁。去年,同样售价50万以上的燃油车型宝马 X5,年销量是93211辆。而进入2024年,极氪 009的销量从四位数下滑到了三位数。</p><p>去年全年参与竞争的国产新能源车还有,今年年初宣布停摆的高合以及<a href=\"https://laohu8.com/S/NIO\">蔚来</a>的高端车型。</p><p>创立之初,<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>和高合均效仿的是特斯拉的双旗舰战略。先用售价百万的Model S和Model X吸引各界名流购买,打造高端形象。再向下布局,收割大众市场。</p><p>李斌和联合创始人秦力洪的规划类似,“先从高端入手,从技术、基础设施,企业的体系能力方面先打一个基础,在合适的时候再参与到残酷的大众市场竞争中。”2017年底,蔚来发布首款量产车ES8,对标 Model X,售价44.8-54.8万。之后,陆续发布高端车型蔚来ET7、蔚来ES7、蔚来EC7。</p><p>高合于2020年发布首款量产车型高合HiPhi X,售价57-80万;2022年发布高合HiPhi Z,售价51-63万。</p><p>但双方都没有开拓出一片广阔市场。去年,蔚来这几款车型中销量最好的是ES8。但根据懂车帝披露的数据计算,也只有14138辆。高合HiPhi X 的数值更小,730辆。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>时间来到2023年底,新玩家入场。</p><p>2023年9月,<a href=\"https://laohu8.com/S/002594\">比亚迪</a>发布仰望U8,售价上探到109.8万元。这是比亚迪高端新能源品牌仰望旗下的首款车型,也是中国汽车工业史上首个百万级量产豪车。对于高端市场的布局,王传福的说法是,“市场证明了比亚迪,我们也获得了向上的机会,要借此巩固豪华高端市场的话语权。”</p><p>两个月后,余承东带着问界M9高调入场,“1000万以内最好的SUV来了!”为了证明这不是一句玩笑,问界M9几乎用上了华为现有的全部技术,包括华为高阶智驾ADS 2.0、途灵智能底盘、一体化压铸玄武车身等等。</p><p>目前,这两款车型表现还不错。仰望U8在开启交付的第二个月,销量达到1593辆。在百万级豪车领域,算是达到了平均水平。问界M9首月交付5251辆,在刚刚过去的4月,交付13391辆,拿下了50万以上不分车型和能源形式的豪华车榜首。</p><p>然而,不是所有新发布的车型都如此幸运,比如理想MEGA。2024年春节刚过,理想发布了首款纯电MPV理想MEGA。发布会现场,李想信心满满,“MEGA将是<a href=\"https://laohu8.com/S/LI\">理想汽车</a>下一个爆品。”李想的自信或许来自他对市面上MPV的判断,日本MPV空间不够大,德国MPV动力是大问题。至于智能座舱和智能驾驶的表现,几乎为0。</p><p>意想不到的舆论风波将理想拖入漩涡,李想在内部信中反思,“我们错误地把理想MEGA的从0到1阶段(商业验证期)当成了从1到10阶段(高速发展期)进行经营。”随后,理想宣布开启矩阵型组织2.0升级,同时进行多个部门组织架构调整。</p><p>从0到1突破不易,但对国产新能源车企来说,攻克50万以上高端市场似乎已势在必行。</p><p><strong>底气和招式</strong></p><p>50万以上的高端市场,是国产车企自燃油车时代就渴望突破的目标,可惜屡战屡败。</p><p>汽车行业资深分析师梅松林告诉新莓daybreak,“高端品牌有助于提升车企的综合竞争力,特别是技术能力。高溢价帮助提升车企的整体盈利能力。高端品牌还能塑造更好的车企形象和口碑,最终体现在更高的市值。”</p><p>这是为什么外资企业要牢牢占据,国产车企始终不肯放弃的根本原因。高端品牌意味着竞争力、话语权。</p><p>梅松林告诉新莓daybreak,进入汽车2.0时代(新能源),本土车企和外资站在了同一起跑线。中国政府的大力推广为本土车企创造了发展机遇。反观外资,还采取“等等看”的态度,导致贻误时机。这为本土车企留下了空白市场,包括50万以上的高端市场。</p><p>国产车企要如何承接这一机遇呢?</p><p>华为智能汽车解决方案BU董事长余承东曾说,智能电动汽车时代,行业竞争的上半场是电动化,下半场是智能化。体育比赛上半场重要,但是下半场更是关键。智能座舱、智能驾驶已日渐成为车企间的核心竞争点。</p><p>在2024电动汽车百人会上,在何小鹏宣传自家的智能泊车、智能驾驶技术是国内市场做的最好之后,余承东上台反驳道,座舱、智能驾驶公认我们的体验是最好的。当新莓daybreak走进华为门店,导购介绍问界M9的亮点,首先介绍的便是智舱、智驾技术。</p><p>国产车企之所以着力宣传智能化技术,其中一大原因是,传统外资早期对智能化重视不足,给国产车企留下了建立技术壁垒的机会。</p><p>国产车企对技术壁垒的理解还体现在创新的“黑科技”。比如问界M9的AR-HUD可以在前方道路上投射出虚拟箭头指示行驶方向。智能车灯可以精准屏蔽远光不扰人。</p><p>比亚迪仰望U8则通过自主研发的“易四方”和“云撵”技术,可实现原地掉头、涉水行驶、爆胎后仍可保持车身稳定等高难度操作。经济观察报在采访第一批仰望U8的车主时,有车主回复,选择仰望U8就是因为,它配备的一些新技术是其他车上没有的。</p><p>在技术之外,支撑国产车企冲击50万高端市场的,还有超出价格范围的高配置。一位汽车行业的资深人士告诉新莓daybreak,国产电动车的底气在于,定价30万的车,用50万的配置。50万的车,按100万的配置打。</p><p>理想汽车是将这一思路带火的车企。过去,豪车车型会使用一些用料昂贵,品质优越的专属配置,以彰显高端属性。理想汽车却将空气悬架、车载冰箱等过去只能出现在顶级豪车的配置,用在了自己30-40万的车上。这对消费者来说,极具性价比。</p><p>但这一思路对50万以上的消费者是否适用?国产车企的这些主要卖点能否切中高端用户的核心需求?</p><p><strong>黎明之前</strong></p><p>虎嗅援引杰兰路总经理朱锴表示,50万元,乃至更低的40万元以上新车市场里,用户考虑的因素很多,绝不仅限于产品本身。商务社交和彰显身份的需求优先级最高。</p><p>理想MEGA的失利,很多人将其归咎于令人不满的外观。而在外观之外,理想对这款MPV的定位也略显拧巴。MPV通常被用于商务场景,而李想从设计之初确定的目标人群是,大家庭用户。</p><p>但对于一般家庭来说,5米3的车身在日常送孩子上学、通勤等场景中多有不便。况且,理想更低价位的L系列基本可以满足家庭用户的需求,高出10万的价格无法让用户感知到更优越的体验。有网友分析说,这款车更适合的场景是作为家庭的第二辆车,跑长途。但理想却把缓解用户里程焦虑的“增程”拿掉了。</p><p>而在商务场景上,理想MEGA没有太多的设计。彰显身份的需求,就像燃油车一样,需要靠品牌力来体现,这需要时间的沉淀和检验。</p><p>目前看来,问界M9的定位似乎要更清晰些。主打商务出行,也可以用于家庭用车。为此,问界M9有一些贴合商务出行的设计,比如二排右侧的总统座椅;当后排讲话时,主驾的隐私声盾功能会自动屏蔽后排讲话内容。</p><p>通常来说,商务出行的订单不单来自私人。问界的导购告诉新莓daybreak,他们内部有一个大客户名单,问界会给他们提供一定的优惠力度。这或许也是问界销量领先的其中原因。</p><p>但这就意味着问界M9能就此站稳脚跟了吗?曾经,高合、极氪009都收获到第一批尝鲜的用户,但之后却高开低走。或许,前方还有很多未知。</p><p>高合的停摆有种种原因,有内部员工分析,高合在座椅、音箱等配置上用料十足,却忽视了如今各家重点投入的智驾、智舱。极氪009同样遭到外观丑的质疑,但致命伤却是,一款50万以上的豪华车,缺失了大多数同类车型配备的方向盘电动调节、家充桩、HUD抬头显示等配置。</p><p>在汽车行业资深分析师梅松林看来,核心问题出在对目标用户群需求把握不准,产品有短板或质量有缺陷。同时,他也不无担心地说,“问界M9也有可能出现这样的问题,好在问界已经积累了大量的成功经验,且迭代速度快,解决问题能力强。”</p><p>高端的配置、优越的性能和强大的品牌力,缺一不可。这是50万以上的高端消费者对汽车的要求,也是燃油车时代外资花费几百年建立的护城河。</p><p>国产车企找到一个突破的缺口,但他们势必要在黎明破晓前挨过那段最黑暗、最寒冷的时间。他们需要更加专业、谨慎、耐心,因为无论哪个环节出了问题,都将是对过去数次失败的再一次重复。</p></body></html>","source":"ifeng_tech","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>国产车企扎堆冲击50万以上豪车市场</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; 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}\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国产车企扎堆冲击50万以上豪车市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-23 09:00 北京时间 <a href=https://tech.ifeng.com/c/8ZoS3JtoRFX><strong>钛媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者|张芮白,编辑|翟文婷理想MEGA曾经瞄准的是“50万以上销量第一”,现在不仅没有达到预期,L系列也受到影响,2024年Q1公司业绩也被拖累,从上个季度的盈利30.4亿元,变为亏损5.8亿元。一位名为“理记”的博主在微博历数MEGA失利的原因以及发生的连锁反应,伤害供应链、市值下跌,最重要的是将处于势能上升阶段的理想,拖入下行轨道。理想今年原本力推的几款纯电动车,因为公司整体销量不如意,也被...</p>\n\n<a href=\"https://tech.ifeng.com/c/8ZoS3JtoRFX\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK1575":"同股不同权","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","02015":"理想汽车-W","BK4585":"ETF&股票定投概念","BK4555":"新能源车","09866":"蔚来-SW","BK1539":"汽车股","BK4509":"腾讯概念","BK1588":"回港中概股","ZK":"极氪","BK4526":"热门中概股","BK1119":"汽车制造商","BK4588":"碎股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) 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ETF-NikkoAM","BK4548":"巴美列捷福持仓","BK4563":"昨日强势股","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"https://tech.ifeng.com/c/8ZoS3JtoRFX","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437279780","content_text":"作者|张芮白,编辑|翟文婷理想MEGA曾经瞄准的是“50万以上销量第一”,现在不仅没有达到预期,L系列也受到影响,2024年Q1公司业绩也被拖累,从上个季度的盈利30.4亿元,变为亏损5.8亿元。一位名为“理记”的博主在微博历数MEGA失利的原因以及发生的连锁反应,伤害供应链、市值下跌,最重要的是将处于势能上升阶段的理想,拖入下行轨道。理想今年原本力推的几款纯电动车,因为公司整体销量不如意,也被延后了。MEGA本是李想冲击高端车的一个投名状。售价50万以上的中国豪华汽车市场,一直是以燃油车业务为主的BBA(奔驰、宝马、奥迪)等外资统治的天下,是国产品牌鲜有人敢触碰的禁地。新能源时代,一切皆为可能。众多国产新能源车企正试图撕开一道口子,除了理想,还有华为、极氪。5月华为官方公布销售数据,售价50万以上的中国豪华车市场,问界M9超越BBA三大豪华车巨头,凭借13391台的销量夺得榜首。对比MEGA的失利,也许问界M9的这个成绩给了华为极大的信心。5月21日余承东在接受腾讯新闻采访时,更是豪气冲天地说,跟江淮合作的华为“第四界”可能要做百万元级别的,对标远超迈巴赫、劳斯莱斯Phantom,更豪华、更高端、更舒享定位的超高端车。相比整个汽车大盘,50万以上的市场并不太大。杰兰路的统计数据显示,2023年我国开票价50万元以上的纯电动汽车有46454辆,占比约8.3%。而新势力车企理想单月出货量就超过了5万。但是现在,这个细分小众赛道,正显得拥挤。2023年新能源汽车的主旋律是价格战,且延续至今。尤其小米SU7入场之后,更是引发行业集体降价。一边是不断试探价格底线,一边是冲击50万以上高端市场,国产新能源汽车已经轻松“上天入地”了吗?玩家入场对于国产车企来说,利好的一面是,在新能源这一领域,中国企业和外资在同一起跑线。2023年全年,50万元以上的高端电动汽车,销量排名第一的是吉利旗下车型极氪 009,全年新车上险量18510台。排在其后的是保时捷Taycan和特斯拉Model X。极氪定位高端纯电品牌。在第一款车型极氪 001成功赢得市场后,极氪于2022年11月推出极氪 009。极氪 CEO安聪慧曾表示,在智能电动时代,汽车的消费、品牌、技术都发生了很大变化,而极氪选择从最难的高端车型做起。遗憾的是,极氪 009尚且挑不起大梁。去年,同样售价50万以上的燃油车型宝马 X5,年销量是93211辆。而进入2024年,极氪 009的销量从四位数下滑到了三位数。去年全年参与竞争的国产新能源车还有,今年年初宣布停摆的高合以及蔚来的高端车型。创立之初,蔚来和高合均效仿的是特斯拉的双旗舰战略。先用售价百万的Model S和Model X吸引各界名流购买,打造高端形象。再向下布局,收割大众市场。李斌和联合创始人秦力洪的规划类似,“先从高端入手,从技术、基础设施,企业的体系能力方面先打一个基础,在合适的时候再参与到残酷的大众市场竞争中。”2017年底,蔚来发布首款量产车ES8,对标 Model X,售价44.8-54.8万。之后,陆续发布高端车型蔚来ET7、蔚来ES7、蔚来EC7。高合于2020年发布首款量产车型高合HiPhi X,售价57-80万;2022年发布高合HiPhi Z,售价51-63万。但双方都没有开拓出一片广阔市场。去年,蔚来这几款车型中销量最好的是ES8。但根据懂车帝披露的数据计算,也只有14138辆。高合HiPhi X 的数值更小,730辆。时间来到2023年底,新玩家入场。2023年9月,比亚迪发布仰望U8,售价上探到109.8万元。这是比亚迪高端新能源品牌仰望旗下的首款车型,也是中国汽车工业史上首个百万级量产豪车。对于高端市场的布局,王传福的说法是,“市场证明了比亚迪,我们也获得了向上的机会,要借此巩固豪华高端市场的话语权。”两个月后,余承东带着问界M9高调入场,“1000万以内最好的SUV来了!”为了证明这不是一句玩笑,问界M9几乎用上了华为现有的全部技术,包括华为高阶智驾ADS 2.0、途灵智能底盘、一体化压铸玄武车身等等。目前,这两款车型表现还不错。仰望U8在开启交付的第二个月,销量达到1593辆。在百万级豪车领域,算是达到了平均水平。问界M9首月交付5251辆,在刚刚过去的4月,交付13391辆,拿下了50万以上不分车型和能源形式的豪华车榜首。然而,不是所有新发布的车型都如此幸运,比如理想MEGA。2024年春节刚过,理想发布了首款纯电MPV理想MEGA。发布会现场,李想信心满满,“MEGA将是理想汽车下一个爆品。”李想的自信或许来自他对市面上MPV的判断,日本MPV空间不够大,德国MPV动力是大问题。至于智能座舱和智能驾驶的表现,几乎为0。意想不到的舆论风波将理想拖入漩涡,李想在内部信中反思,“我们错误地把理想MEGA的从0到1阶段(商业验证期)当成了从1到10阶段(高速发展期)进行经营。”随后,理想宣布开启矩阵型组织2.0升级,同时进行多个部门组织架构调整。从0到1突破不易,但对国产新能源车企来说,攻克50万以上高端市场似乎已势在必行。底气和招式50万以上的高端市场,是国产车企自燃油车时代就渴望突破的目标,可惜屡战屡败。汽车行业资深分析师梅松林告诉新莓daybreak,“高端品牌有助于提升车企的综合竞争力,特别是技术能力。高溢价帮助提升车企的整体盈利能力。高端品牌还能塑造更好的车企形象和口碑,最终体现在更高的市值。”这是为什么外资企业要牢牢占据,国产车企始终不肯放弃的根本原因。高端品牌意味着竞争力、话语权。梅松林告诉新莓daybreak,进入汽车2.0时代(新能源),本土车企和外资站在了同一起跑线。中国政府的大力推广为本土车企创造了发展机遇。反观外资,还采取“等等看”的态度,导致贻误时机。这为本土车企留下了空白市场,包括50万以上的高端市场。国产车企要如何承接这一机遇呢?华为智能汽车解决方案BU董事长余承东曾说,智能电动汽车时代,行业竞争的上半场是电动化,下半场是智能化。体育比赛上半场重要,但是下半场更是关键。智能座舱、智能驾驶已日渐成为车企间的核心竞争点。在2024电动汽车百人会上,在何小鹏宣传自家的智能泊车、智能驾驶技术是国内市场做的最好之后,余承东上台反驳道,座舱、智能驾驶公认我们的体验是最好的。当新莓daybreak走进华为门店,导购介绍问界M9的亮点,首先介绍的便是智舱、智驾技术。国产车企之所以着力宣传智能化技术,其中一大原因是,传统外资早期对智能化重视不足,给国产车企留下了建立技术壁垒的机会。国产车企对技术壁垒的理解还体现在创新的“黑科技”。比如问界M9的AR-HUD可以在前方道路上投射出虚拟箭头指示行驶方向。智能车灯可以精准屏蔽远光不扰人。比亚迪仰望U8则通过自主研发的“易四方”和“云撵”技术,可实现原地掉头、涉水行驶、爆胎后仍可保持车身稳定等高难度操作。经济观察报在采访第一批仰望U8的车主时,有车主回复,选择仰望U8就是因为,它配备的一些新技术是其他车上没有的。在技术之外,支撑国产车企冲击50万高端市场的,还有超出价格范围的高配置。一位汽车行业的资深人士告诉新莓daybreak,国产电动车的底气在于,定价30万的车,用50万的配置。50万的车,按100万的配置打。理想汽车是将这一思路带火的车企。过去,豪车车型会使用一些用料昂贵,品质优越的专属配置,以彰显高端属性。理想汽车却将空气悬架、车载冰箱等过去只能出现在顶级豪车的配置,用在了自己30-40万的车上。这对消费者来说,极具性价比。但这一思路对50万以上的消费者是否适用?国产车企的这些主要卖点能否切中高端用户的核心需求?黎明之前虎嗅援引杰兰路总经理朱锴表示,50万元,乃至更低的40万元以上新车市场里,用户考虑的因素很多,绝不仅限于产品本身。商务社交和彰显身份的需求优先级最高。理想MEGA的失利,很多人将其归咎于令人不满的外观。而在外观之外,理想对这款MPV的定位也略显拧巴。MPV通常被用于商务场景,而李想从设计之初确定的目标人群是,大家庭用户。但对于一般家庭来说,5米3的车身在日常送孩子上学、通勤等场景中多有不便。况且,理想更低价位的L系列基本可以满足家庭用户的需求,高出10万的价格无法让用户感知到更优越的体验。有网友分析说,这款车更适合的场景是作为家庭的第二辆车,跑长途。但理想却把缓解用户里程焦虑的“增程”拿掉了。而在商务场景上,理想MEGA没有太多的设计。彰显身份的需求,就像燃油车一样,需要靠品牌力来体现,这需要时间的沉淀和检验。目前看来,问界M9的定位似乎要更清晰些。主打商务出行,也可以用于家庭用车。为此,问界M9有一些贴合商务出行的设计,比如二排右侧的总统座椅;当后排讲话时,主驾的隐私声盾功能会自动屏蔽后排讲话内容。通常来说,商务出行的订单不单来自私人。问界的导购告诉新莓daybreak,他们内部有一个大客户名单,问界会给他们提供一定的优惠力度。这或许也是问界销量领先的其中原因。但这就意味着问界M9能就此站稳脚跟了吗?曾经,高合、极氪009都收获到第一批尝鲜的用户,但之后却高开低走。或许,前方还有很多未知。高合的停摆有种种原因,有内部员工分析,高合在座椅、音箱等配置上用料十足,却忽视了如今各家重点投入的智驾、智舱。极氪009同样遭到外观丑的质疑,但致命伤却是,一款50万以上的豪华车,缺失了大多数同类车型配备的方向盘电动调节、家充桩、HUD抬头显示等配置。在汽车行业资深分析师梅松林看来,核心问题出在对目标用户群需求把握不准,产品有短板或质量有缺陷。同时,他也不无担心地说,“问界M9也有可能出现这样的问题,好在问界已经积累了大量的成功经验,且迭代速度快,解决问题能力强。”高端的配置、优越的性能和强大的品牌力,缺一不可。这是50万以上的高端消费者对汽车的要求,也是燃油车时代外资花费几百年建立的护城河。国产车企找到一个突破的缺口,但他们势必要在黎明破晓前挨过那段最黑暗、最寒冷的时间。他们需要更加专业、谨慎、耐心,因为无论哪个环节出了问题,都将是对过去数次失败的再一次重复。","news_type":1},"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304391392190768,"gmtCreate":1715348943845,"gmtModify":1715348945345,"author":{"id":"4134733407813970","authorId":"4134733407813970","authorIdStr":"4134733407813970","name":"grepus","avatar":"https://static.tigerbbs.com/9ce0392d542a1935c5c19130f1868936","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4134733407813970"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$</a> 申购400,中了3股…… 这个分配算法真是搞笑啊,3股,就是图个参与感","listText":"<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$</a> 申购400,中了3股…… 这个分配算法真是搞笑啊,3股,就是图个参与感","text":"$极氪(ZK)$ 申购400,中了3股…… 这个分配算法真是搞笑啊,3股,就是图个参与感","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/304391392190768","isVote":1,"tweetType":1,"viewCount":1461,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578467272161367","authorId":"3578467272161367","authorIdStr":"3578467272161367","name":"megumin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"3578467272161367"},"content":"我申购1000股,中了4股","text":"我申购1000股,中了4股","html":"我申购1000股,中了4股"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294563759935544,"gmtCreate":1712928065318,"gmtModify":1712928067667,"author":{"id":"4134733407813970","authorId":"4134733407813970","authorIdStr":"4134733407813970","name":"grepus","avatar":"https://static.tigerbbs.com/9ce0392d542a1935c5c19130f1868936","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4134733407813970"},"themes":[],"htmlText":"我最近看了《周期》(Mastering 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17:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月17日,阿里巴巴以每股3.4520港元卖出4000万股商汤股票,对商汤的持股比例从8.04%降至7.88%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c6e5574507c65c69e169a531fd908cc\" tg-width=\"560\" 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09:00","market":"hk","language":"zh","title":"国产车企扎堆冲击50万以上豪车市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2437279780","media":"钛媒体","summary":"5月华为官方公布销售数据,售价50万以上的中国豪华车市场,问界M9超越BBA三大豪华车巨头,凭借13391台的销量夺得榜首。相比整个汽车大盘,50万以上的市场并不太大。从0到1突破不易,但对国产新能源车企来说,攻克50万以上高端市场似乎已势在必行。这为本土车企留下了空白市场,包括50万以上的高端市场。在技术之外,支撑国产车企冲击50万高端市场的,还有超出价格范围的高配置。","content":"<html><body><p>作者|张芮白,编辑|翟文婷</p><p>理想MEGA曾经瞄准的是“50万以上销量第一”,现在不仅没有达到预期,L系列也受到影响,2024年Q1公司业绩也被拖累,从上个季度的盈利30.4亿元,变为亏损5.8亿元。</p><p>一位名为“理记”的博主在微博历数MEGA失利的原因以及发生的连锁反应,伤害供应链、市值下跌,最重要的是将处于势能上升阶段的理想,拖入下行轨道。理想今年原本力推的几款纯电动车,因为公司整体销量不如意,也被延后了。</p><p>MEGA本是李想冲击高端车的一个投名状。</p><p>售价50万以上的中国<a href=\"https://laohu8.com/S/DLX\">豪华</a>汽车市场,一直是以燃油车业务为主的BBA(奔驰、宝马、奥迪)等外资统治的天下,是国产品牌鲜有人敢触碰的禁地。</p><p>新能源时代,一切皆为可能。众多国产新能源车企正试图撕开一道口子,除了理想,还有华为、<a href=\"https://laohu8.com/S/ZK\">极氪</a>。</p><p>5月华为官方公布销售数据,售价50万以上的中国豪华车市场,问界M9超越BBA三大豪华车巨头,凭借13391台的销量夺得榜首。</p><p>对比MEGA的失利,也许问界M9的这个成绩给了华为极大的信心。5月21日余承东在接受<a href=\"https://laohu8.com/S/00700\">腾讯</a>新闻采访时,更是豪气冲天地说,跟江淮合作的华为“第四界”可能要做百万元级别的,对标远超迈巴赫、<a href=\"https://laohu8.com/S/RR..UK\">劳斯莱斯</a>Phantom,更豪华、更高端、更舒享定位的超高端车。</p><p>相比整个汽车大盘,50万以上的市场并不太大。杰兰路的统计数据显示,2023年我国开票价50万元以上的纯电动汽车有46454辆,占比约8.3%。而新势力车企理想单月出货量就超过了5万。但是现在,这个细分小众赛道,正显得拥挤。</p><p>2023年新能源汽车的主旋律是价格战,且延续至今。尤其小米SU7入场之后,更是引发行业集体降价。</p><p>一边是不断试探价格底线,一边是冲击50万以上高端市场,国产新能源汽车已经轻松“上天入地”了吗?</p><p><strong>玩家入场</strong></p><p>对于国产车企来说,利好的一面是,在新能源这一领域,中国企业和外资在同一起跑线。</p><p>2023年全年,50万元以上的高端电动汽车,销量排名第一的是吉利旗下车型极氪 009,全年新车上险量18510台。排在其后的是保时捷Taycan和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model X。</p><p>极氪定位高端纯电品牌。在第一款车型极氪 001成功赢得市场后,极氪于2022年11月推出极氪 009。极氪 CEO安聪慧曾表示,在<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动时代,汽车的消费、品牌、技术都发生了很大变化,而极氪选择从最难的高端车型做起。</p><p>遗憾的是,极氪 009尚且挑不起大梁。去年,同样售价50万以上的燃油车型宝马 X5,年销量是93211辆。而进入2024年,极氪 009的销量从四位数下滑到了三位数。</p><p>去年全年参与竞争的国产新能源车还有,今年年初宣布停摆的高合以及<a href=\"https://laohu8.com/S/NIO\">蔚来</a>的高端车型。</p><p>创立之初,<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>和高合均效仿的是特斯拉的双旗舰战略。先用售价百万的Model S和Model X吸引各界名流购买,打造高端形象。再向下布局,收割大众市场。</p><p>李斌和联合创始人秦力洪的规划类似,“先从高端入手,从技术、基础设施,企业的体系能力方面先打一个基础,在合适的时候再参与到残酷的大众市场竞争中。”2017年底,蔚来发布首款量产车ES8,对标 Model X,售价44.8-54.8万。之后,陆续发布高端车型蔚来ET7、蔚来ES7、蔚来EC7。</p><p>高合于2020年发布首款量产车型高合HiPhi X,售价57-80万;2022年发布高合HiPhi Z,售价51-63万。</p><p>但双方都没有开拓出一片广阔市场。去年,蔚来这几款车型中销量最好的是ES8。但根据懂车帝披露的数据计算,也只有14138辆。高合HiPhi X 的数值更小,730辆。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>时间来到2023年底,新玩家入场。</p><p>2023年9月,<a href=\"https://laohu8.com/S/002594\">比亚迪</a>发布仰望U8,售价上探到109.8万元。这是比亚迪高端新能源品牌仰望旗下的首款车型,也是中国汽车工业史上首个百万级量产豪车。对于高端市场的布局,王传福的说法是,“市场证明了比亚迪,我们也获得了向上的机会,要借此巩固豪华高端市场的话语权。”</p><p>两个月后,余承东带着问界M9高调入场,“1000万以内最好的SUV来了!”为了证明这不是一句玩笑,问界M9几乎用上了华为现有的全部技术,包括华为高阶智驾ADS 2.0、途灵智能底盘、一体化压铸玄武车身等等。</p><p>目前,这两款车型表现还不错。仰望U8在开启交付的第二个月,销量达到1593辆。在百万级豪车领域,算是达到了平均水平。问界M9首月交付5251辆,在刚刚过去的4月,交付13391辆,拿下了50万以上不分车型和能源形式的豪华车榜首。</p><p>然而,不是所有新发布的车型都如此幸运,比如理想MEGA。2024年春节刚过,理想发布了首款纯电MPV理想MEGA。发布会现场,李想信心满满,“MEGA将是<a href=\"https://laohu8.com/S/LI\">理想汽车</a>下一个爆品。”李想的自信或许来自他对市面上MPV的判断,日本MPV空间不够大,德国MPV动力是大问题。至于智能座舱和智能驾驶的表现,几乎为0。</p><p>意想不到的舆论风波将理想拖入漩涡,李想在内部信中反思,“我们错误地把理想MEGA的从0到1阶段(商业验证期)当成了从1到10阶段(高速发展期)进行经营。”随后,理想宣布开启矩阵型组织2.0升级,同时进行多个部门组织架构调整。</p><p>从0到1突破不易,但对国产新能源车企来说,攻克50万以上高端市场似乎已势在必行。</p><p><strong>底气和招式</strong></p><p>50万以上的高端市场,是国产车企自燃油车时代就渴望突破的目标,可惜屡战屡败。</p><p>汽车行业资深分析师梅松林告诉新莓daybreak,“高端品牌有助于提升车企的综合竞争力,特别是技术能力。高溢价帮助提升车企的整体盈利能力。高端品牌还能塑造更好的车企形象和口碑,最终体现在更高的市值。”</p><p>这是为什么外资企业要牢牢占据,国产车企始终不肯放弃的根本原因。高端品牌意味着竞争力、话语权。</p><p>梅松林告诉新莓daybreak,进入汽车2.0时代(新能源),本土车企和外资站在了同一起跑线。中国政府的大力推广为本土车企创造了发展机遇。反观外资,还采取“等等看”的态度,导致贻误时机。这为本土车企留下了空白市场,包括50万以上的高端市场。</p><p>国产车企要如何承接这一机遇呢?</p><p>华为智能汽车解决方案BU董事长余承东曾说,智能电动汽车时代,行业竞争的上半场是电动化,下半场是智能化。体育比赛上半场重要,但是下半场更是关键。智能座舱、智能驾驶已日渐成为车企间的核心竞争点。</p><p>在2024电动汽车百人会上,在何小鹏宣传自家的智能泊车、智能驾驶技术是国内市场做的最好之后,余承东上台反驳道,座舱、智能驾驶公认我们的体验是最好的。当新莓daybreak走进华为门店,导购介绍问界M9的亮点,首先介绍的便是智舱、智驾技术。</p><p>国产车企之所以着力宣传智能化技术,其中一大原因是,传统外资早期对智能化重视不足,给国产车企留下了建立技术壁垒的机会。</p><p>国产车企对技术壁垒的理解还体现在创新的“黑科技”。比如问界M9的AR-HUD可以在前方道路上投射出虚拟箭头指示行驶方向。智能车灯可以精准屏蔽远光不扰人。</p><p>比亚迪仰望U8则通过自主研发的“易四方”和“云撵”技术,可实现原地掉头、涉水行驶、爆胎后仍可保持车身稳定等高难度操作。经济观察报在采访第一批仰望U8的车主时,有车主回复,选择仰望U8就是因为,它配备的一些新技术是其他车上没有的。</p><p>在技术之外,支撑国产车企冲击50万高端市场的,还有超出价格范围的高配置。一位汽车行业的资深人士告诉新莓daybreak,国产电动车的底气在于,定价30万的车,用50万的配置。50万的车,按100万的配置打。</p><p>理想汽车是将这一思路带火的车企。过去,豪车车型会使用一些用料昂贵,品质优越的专属配置,以彰显高端属性。理想汽车却将空气悬架、车载冰箱等过去只能出现在顶级豪车的配置,用在了自己30-40万的车上。这对消费者来说,极具性价比。</p><p>但这一思路对50万以上的消费者是否适用?国产车企的这些主要卖点能否切中高端用户的核心需求?</p><p><strong>黎明之前</strong></p><p>虎嗅援引杰兰路总经理朱锴表示,50万元,乃至更低的40万元以上新车市场里,用户考虑的因素很多,绝不仅限于产品本身。商务社交和彰显身份的需求优先级最高。</p><p>理想MEGA的失利,很多人将其归咎于令人不满的外观。而在外观之外,理想对这款MPV的定位也略显拧巴。MPV通常被用于商务场景,而李想从设计之初确定的目标人群是,大家庭用户。</p><p>但对于一般家庭来说,5米3的车身在日常送孩子上学、通勤等场景中多有不便。况且,理想更低价位的L系列基本可以满足家庭用户的需求,高出10万的价格无法让用户感知到更优越的体验。有网友分析说,这款车更适合的场景是作为家庭的第二辆车,跑长途。但理想却把缓解用户里程焦虑的“增程”拿掉了。</p><p>而在商务场景上,理想MEGA没有太多的设计。彰显身份的需求,就像燃油车一样,需要靠品牌力来体现,这需要时间的沉淀和检验。</p><p>目前看来,问界M9的定位似乎要更清晰些。主打商务出行,也可以用于家庭用车。为此,问界M9有一些贴合商务出行的设计,比如二排右侧的总统座椅;当后排讲话时,主驾的隐私声盾功能会自动屏蔽后排讲话内容。</p><p>通常来说,商务出行的订单不单来自私人。问界的导购告诉新莓daybreak,他们内部有一个大客户名单,问界会给他们提供一定的优惠力度。这或许也是问界销量领先的其中原因。</p><p>但这就意味着问界M9能就此站稳脚跟了吗?曾经,高合、极氪009都收获到第一批尝鲜的用户,但之后却高开低走。或许,前方还有很多未知。</p><p>高合的停摆有种种原因,有内部员工分析,高合在座椅、音箱等配置上用料十足,却忽视了如今各家重点投入的智驾、智舱。极氪009同样遭到外观丑的质疑,但致命伤却是,一款50万以上的豪华车,缺失了大多数同类车型配备的方向盘电动调节、家充桩、HUD抬头显示等配置。</p><p>在汽车行业资深分析师梅松林看来,核心问题出在对目标用户群需求把握不准,产品有短板或质量有缺陷。同时,他也不无担心地说,“问界M9也有可能出现这样的问题,好在问界已经积累了大量的成功经验,且迭代速度快,解决问题能力强。”</p><p>高端的配置、优越的性能和强大的品牌力,缺一不可。这是50万以上的高端消费者对汽车的要求,也是燃油车时代外资花费几百年建立的护城河。</p><p>国产车企找到一个突破的缺口,但他们势必要在黎明破晓前挨过那段最黑暗、最寒冷的时间。他们需要更加专业、谨慎、耐心,因为无论哪个环节出了问题,都将是对过去数次失败的再一次重复。</p></body></html>","source":"ifeng_tech","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>国产车企扎堆冲击50万以上豪车市场</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; 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}\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国产车企扎堆冲击50万以上豪车市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-23 09:00 北京时间 <a href=https://tech.ifeng.com/c/8ZoS3JtoRFX><strong>钛媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者|张芮白,编辑|翟文婷理想MEGA曾经瞄准的是“50万以上销量第一”,现在不仅没有达到预期,L系列也受到影响,2024年Q1公司业绩也被拖累,从上个季度的盈利30.4亿元,变为亏损5.8亿元。一位名为“理记”的博主在微博历数MEGA失利的原因以及发生的连锁反应,伤害供应链、市值下跌,最重要的是将处于势能上升阶段的理想,拖入下行轨道。理想今年原本力推的几款纯电动车,因为公司整体销量不如意,也被...</p>\n\n<a href=\"https://tech.ifeng.com/c/8ZoS3JtoRFX\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK1575":"同股不同权","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","02015":"理想汽车-W","BK4585":"ETF&股票定投概念","BK4555":"新能源车","09866":"蔚来-SW","BK1539":"汽车股","BK4509":"腾讯概念","BK1588":"回港中概股","ZK":"极氪","BK4526":"热门中概股","BK1119":"汽车制造商","BK4588":"碎股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) 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ETF-NikkoAM","BK4548":"巴美列捷福持仓","BK4563":"昨日强势股","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"https://tech.ifeng.com/c/8ZoS3JtoRFX","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437279780","content_text":"作者|张芮白,编辑|翟文婷理想MEGA曾经瞄准的是“50万以上销量第一”,现在不仅没有达到预期,L系列也受到影响,2024年Q1公司业绩也被拖累,从上个季度的盈利30.4亿元,变为亏损5.8亿元。一位名为“理记”的博主在微博历数MEGA失利的原因以及发生的连锁反应,伤害供应链、市值下跌,最重要的是将处于势能上升阶段的理想,拖入下行轨道。理想今年原本力推的几款纯电动车,因为公司整体销量不如意,也被延后了。MEGA本是李想冲击高端车的一个投名状。售价50万以上的中国豪华汽车市场,一直是以燃油车业务为主的BBA(奔驰、宝马、奥迪)等外资统治的天下,是国产品牌鲜有人敢触碰的禁地。新能源时代,一切皆为可能。众多国产新能源车企正试图撕开一道口子,除了理想,还有华为、极氪。5月华为官方公布销售数据,售价50万以上的中国豪华车市场,问界M9超越BBA三大豪华车巨头,凭借13391台的销量夺得榜首。对比MEGA的失利,也许问界M9的这个成绩给了华为极大的信心。5月21日余承东在接受腾讯新闻采访时,更是豪气冲天地说,跟江淮合作的华为“第四界”可能要做百万元级别的,对标远超迈巴赫、劳斯莱斯Phantom,更豪华、更高端、更舒享定位的超高端车。相比整个汽车大盘,50万以上的市场并不太大。杰兰路的统计数据显示,2023年我国开票价50万元以上的纯电动汽车有46454辆,占比约8.3%。而新势力车企理想单月出货量就超过了5万。但是现在,这个细分小众赛道,正显得拥挤。2023年新能源汽车的主旋律是价格战,且延续至今。尤其小米SU7入场之后,更是引发行业集体降价。一边是不断试探价格底线,一边是冲击50万以上高端市场,国产新能源汽车已经轻松“上天入地”了吗?玩家入场对于国产车企来说,利好的一面是,在新能源这一领域,中国企业和外资在同一起跑线。2023年全年,50万元以上的高端电动汽车,销量排名第一的是吉利旗下车型极氪 009,全年新车上险量18510台。排在其后的是保时捷Taycan和特斯拉Model X。极氪定位高端纯电品牌。在第一款车型极氪 001成功赢得市场后,极氪于2022年11月推出极氪 009。极氪 CEO安聪慧曾表示,在智能电动时代,汽车的消费、品牌、技术都发生了很大变化,而极氪选择从最难的高端车型做起。遗憾的是,极氪 009尚且挑不起大梁。去年,同样售价50万以上的燃油车型宝马 X5,年销量是93211辆。而进入2024年,极氪 009的销量从四位数下滑到了三位数。去年全年参与竞争的国产新能源车还有,今年年初宣布停摆的高合以及蔚来的高端车型。创立之初,蔚来和高合均效仿的是特斯拉的双旗舰战略。先用售价百万的Model S和Model X吸引各界名流购买,打造高端形象。再向下布局,收割大众市场。李斌和联合创始人秦力洪的规划类似,“先从高端入手,从技术、基础设施,企业的体系能力方面先打一个基础,在合适的时候再参与到残酷的大众市场竞争中。”2017年底,蔚来发布首款量产车ES8,对标 Model X,售价44.8-54.8万。之后,陆续发布高端车型蔚来ET7、蔚来ES7、蔚来EC7。高合于2020年发布首款量产车型高合HiPhi X,售价57-80万;2022年发布高合HiPhi Z,售价51-63万。但双方都没有开拓出一片广阔市场。去年,蔚来这几款车型中销量最好的是ES8。但根据懂车帝披露的数据计算,也只有14138辆。高合HiPhi X 的数值更小,730辆。时间来到2023年底,新玩家入场。2023年9月,比亚迪发布仰望U8,售价上探到109.8万元。这是比亚迪高端新能源品牌仰望旗下的首款车型,也是中国汽车工业史上首个百万级量产豪车。对于高端市场的布局,王传福的说法是,“市场证明了比亚迪,我们也获得了向上的机会,要借此巩固豪华高端市场的话语权。”两个月后,余承东带着问界M9高调入场,“1000万以内最好的SUV来了!”为了证明这不是一句玩笑,问界M9几乎用上了华为现有的全部技术,包括华为高阶智驾ADS 2.0、途灵智能底盘、一体化压铸玄武车身等等。目前,这两款车型表现还不错。仰望U8在开启交付的第二个月,销量达到1593辆。在百万级豪车领域,算是达到了平均水平。问界M9首月交付5251辆,在刚刚过去的4月,交付13391辆,拿下了50万以上不分车型和能源形式的豪华车榜首。然而,不是所有新发布的车型都如此幸运,比如理想MEGA。2024年春节刚过,理想发布了首款纯电MPV理想MEGA。发布会现场,李想信心满满,“MEGA将是理想汽车下一个爆品。”李想的自信或许来自他对市面上MPV的判断,日本MPV空间不够大,德国MPV动力是大问题。至于智能座舱和智能驾驶的表现,几乎为0。意想不到的舆论风波将理想拖入漩涡,李想在内部信中反思,“我们错误地把理想MEGA的从0到1阶段(商业验证期)当成了从1到10阶段(高速发展期)进行经营。”随后,理想宣布开启矩阵型组织2.0升级,同时进行多个部门组织架构调整。从0到1突破不易,但对国产新能源车企来说,攻克50万以上高端市场似乎已势在必行。底气和招式50万以上的高端市场,是国产车企自燃油车时代就渴望突破的目标,可惜屡战屡败。汽车行业资深分析师梅松林告诉新莓daybreak,“高端品牌有助于提升车企的综合竞争力,特别是技术能力。高溢价帮助提升车企的整体盈利能力。高端品牌还能塑造更好的车企形象和口碑,最终体现在更高的市值。”这是为什么外资企业要牢牢占据,国产车企始终不肯放弃的根本原因。高端品牌意味着竞争力、话语权。梅松林告诉新莓daybreak,进入汽车2.0时代(新能源),本土车企和外资站在了同一起跑线。中国政府的大力推广为本土车企创造了发展机遇。反观外资,还采取“等等看”的态度,导致贻误时机。这为本土车企留下了空白市场,包括50万以上的高端市场。国产车企要如何承接这一机遇呢?华为智能汽车解决方案BU董事长余承东曾说,智能电动汽车时代,行业竞争的上半场是电动化,下半场是智能化。体育比赛上半场重要,但是下半场更是关键。智能座舱、智能驾驶已日渐成为车企间的核心竞争点。在2024电动汽车百人会上,在何小鹏宣传自家的智能泊车、智能驾驶技术是国内市场做的最好之后,余承东上台反驳道,座舱、智能驾驶公认我们的体验是最好的。当新莓daybreak走进华为门店,导购介绍问界M9的亮点,首先介绍的便是智舱、智驾技术。国产车企之所以着力宣传智能化技术,其中一大原因是,传统外资早期对智能化重视不足,给国产车企留下了建立技术壁垒的机会。国产车企对技术壁垒的理解还体现在创新的“黑科技”。比如问界M9的AR-HUD可以在前方道路上投射出虚拟箭头指示行驶方向。智能车灯可以精准屏蔽远光不扰人。比亚迪仰望U8则通过自主研发的“易四方”和“云撵”技术,可实现原地掉头、涉水行驶、爆胎后仍可保持车身稳定等高难度操作。经济观察报在采访第一批仰望U8的车主时,有车主回复,选择仰望U8就是因为,它配备的一些新技术是其他车上没有的。在技术之外,支撑国产车企冲击50万高端市场的,还有超出价格范围的高配置。一位汽车行业的资深人士告诉新莓daybreak,国产电动车的底气在于,定价30万的车,用50万的配置。50万的车,按100万的配置打。理想汽车是将这一思路带火的车企。过去,豪车车型会使用一些用料昂贵,品质优越的专属配置,以彰显高端属性。理想汽车却将空气悬架、车载冰箱等过去只能出现在顶级豪车的配置,用在了自己30-40万的车上。这对消费者来说,极具性价比。但这一思路对50万以上的消费者是否适用?国产车企的这些主要卖点能否切中高端用户的核心需求?黎明之前虎嗅援引杰兰路总经理朱锴表示,50万元,乃至更低的40万元以上新车市场里,用户考虑的因素很多,绝不仅限于产品本身。商务社交和彰显身份的需求优先级最高。理想MEGA的失利,很多人将其归咎于令人不满的外观。而在外观之外,理想对这款MPV的定位也略显拧巴。MPV通常被用于商务场景,而李想从设计之初确定的目标人群是,大家庭用户。但对于一般家庭来说,5米3的车身在日常送孩子上学、通勤等场景中多有不便。况且,理想更低价位的L系列基本可以满足家庭用户的需求,高出10万的价格无法让用户感知到更优越的体验。有网友分析说,这款车更适合的场景是作为家庭的第二辆车,跑长途。但理想却把缓解用户里程焦虑的“增程”拿掉了。而在商务场景上,理想MEGA没有太多的设计。彰显身份的需求,就像燃油车一样,需要靠品牌力来体现,这需要时间的沉淀和检验。目前看来,问界M9的定位似乎要更清晰些。主打商务出行,也可以用于家庭用车。为此,问界M9有一些贴合商务出行的设计,比如二排右侧的总统座椅;当后排讲话时,主驾的隐私声盾功能会自动屏蔽后排讲话内容。通常来说,商务出行的订单不单来自私人。问界的导购告诉新莓daybreak,他们内部有一个大客户名单,问界会给他们提供一定的优惠力度。这或许也是问界销量领先的其中原因。但这就意味着问界M9能就此站稳脚跟了吗?曾经,高合、极氪009都收获到第一批尝鲜的用户,但之后却高开低走。或许,前方还有很多未知。高合的停摆有种种原因,有内部员工分析,高合在座椅、音箱等配置上用料十足,却忽视了如今各家重点投入的智驾、智舱。极氪009同样遭到外观丑的质疑,但致命伤却是,一款50万以上的豪华车,缺失了大多数同类车型配备的方向盘电动调节、家充桩、HUD抬头显示等配置。在汽车行业资深分析师梅松林看来,核心问题出在对目标用户群需求把握不准,产品有短板或质量有缺陷。同时,他也不无担心地说,“问界M9也有可能出现这样的问题,好在问界已经积累了大量的成功经验,且迭代速度快,解决问题能力强。”高端的配置、优越的性能和强大的品牌力,缺一不可。这是50万以上的高端消费者对汽车的要求,也是燃油车时代外资花费几百年建立的护城河。国产车企找到一个突破的缺口,但他们势必要在黎明破晓前挨过那段最黑暗、最寒冷的时间。他们需要更加专业、谨慎、耐心,因为无论哪个环节出了问题,都将是对过去数次失败的再一次重复。","news_type":1},"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":258211872108696,"gmtCreate":1704073501700,"gmtModify":1704074165835,"author":{"id":"4134733407813970","authorId":"4134733407813970","authorIdStr":"4134733407813970","name":"grepus","avatar":"https://static.tigerbbs.com/9ce0392d542a1935c5c19130f1868936","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4134733407813970"},"themes":[],"htmlText":"<a 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