毕竟欧神的个人主页 - 老虎社区

毕竟欧神

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03-15

作者的研究含金量很足，昨天95.3做空了200股，拿30个点

抱歉，原内容已删除

03-04

币种本身没有问题，最大风险就是高杠杆，本身就容易容易暴涨暴跌，不应该太乐观。

03-04

做空了2次赚了1000刀，差点被套

抱歉，原内容已删除

03-02

也是平时一个月的交易量

@抄底剁手啊:以每股85美元公开发行6,471,000股普通股，筹资5.5亿美元，也就是前两天一个小时左右的成交量，增发对股价的影响不大，关键是临床实验数据是目前减肥药中最优秀的，未来的想象空间很大！ $Viking Therapeutics, Inc.(VKTX)$

02-24

无语，不买高通买联发科?

抱歉，原内容已删除

01-23

$万物新生(RERE)$ 做好套三年的准备，但是这只票很值，规模上来看，已经是独角兽了吧?

2023-12-19

$万物新生(RERE)$ 1.62根本买不到，艹，得1.65才能买

2023-12-07

现在资金都是报团取暖，首选小米和石药

2023-11-20

小鹏真的不够打。

抱歉，原内容已删除

2023-11-15

又不是亏的自己的钱

@江瀚视野:蔚来汽车五年半亏764亿，国产新能源赚钱咋这么难？

2023-09-02

这篇文章不错，转发给大家看看

@明大教主:教主首发2023年中国平安中报长文—老夫聊发少年狂

2023-08-09

人家有自己的供应商链，凭啥用你的，搞笑了

抱歉，原内容已删除

2023-08-04

跌了我就抄底，碧桂园财务要是有问题我以后倒立吃饭

抱歉，原内容已删除

2023-08-03

同问哈哈//@一路富甲爽到爆:我就问问阿里影业，咋啥时候能上到5块钱？

@一路富甲爽到爆:我就问问阿里影业，咋啥时候能上到5块钱？

2023-08-01

8.76最少再买50万，只有买手机股就能享受未来股价里面的汽车红利，还是很划算

抱歉，原内容已删除

2023-07-07

第三个月开空

抱歉，原内容已删除

2023-06-25

坚定看好，10年内15-20万的油车有多少，一年后小米的电车销量就会有多少!最少4成

抱歉，原内容已删除

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1.62根本买不到，艹，得1.65才能买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253806317920568","isVote":1,"tweetType":1,"viewCount":1080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":249573239103776,"gmtCreate":1701940889494,"gmtModify":1701940891136,"author":{"id":"4147402019253410","authorId":"4147402019253410","name":"毕竟欧神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4147402019253410","authorIdStr":"4147402019253410"},"themes":[],"htmlText":"现在资金都是报团取暖，首选小米和石药","listText":"现在资金都是报团取暖，首选小米和石药","text":"现在资金都是报团取暖，首选小米和石药","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/249573239103776","isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":243504192499920,"gmtCreate":1700469003532,"gmtModify":1700469005129,"author":{"id":"4147402019253410","authorId":"4147402019253410","name":"毕竟欧神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4147402019253410","authorIdStr":"4147402019253410"},"themes":[],"htmlText":"小鹏真的不够打。","listText":"小鹏真的不够打。","text":"小鹏真的不够打。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/243504192499920","repostId":"2384837585","repostType":2,"isVote":1,"tweetType":1,"viewCount":1299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":241665065734320,"gmtCreate":1700028578597,"gmtModify":1700028580108,"author":{"id":"4147402019253410","authorId":"4147402019253410","name":"毕竟欧神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4147402019253410","authorIdStr":"4147402019253410"},"themes":[],"htmlText":"又不是亏的自己的钱","listText":"又不是亏的自己的钱","text":"又不是亏的自己的钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241665065734320","repostId":"241565937492160","repostType":1,"repost":{"id":241565937492160,"gmtCreate":1700004467802,"gmtModify":1700013260365,"author":{"id":"3482808518866931","authorId":"3482808518866931","name":"江瀚视野","avatar":"https://static.laohu8.com/3c6e4485cf99feeda324217af19f8174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3482808518866931","authorIdStr":"3482808518866931"},"themes":[],"title":"蔚来汽车五年半亏764亿，国产新能源赚钱咋这么难？","htmlText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 近年来，伴随着中国新能源汽车市场的高速发展，各家新能源汽车企业的表现都备受市场关注，作为新能源汽车领军企业之一的蔚来也是如此，就在最近蔚来五年半亏764亿的消息引发了市场的热议，国产新能源赚钱咋这么难？ 一、蔚来汽车五年半亏764亿 据长江商报的报道，亏损依旧严重，销量不如同行，蔚来汽车开始大举“降本增效”。 在销量端，前10个月，蔚来汽车累计交付12.61万辆，同比增长36.30%，表现不算差。然而，由于理想、小鹏、零跑汽车销量表现更为出色，蔚来汽车交付量在造车新势力中的排名已跌至第四位。 在业绩端，2018年至2023年上半年，蔚来汽车近五年半来归母净利润已累计亏损764亿元，公司盈利前景不容乐观。 2022年，蔚来汽车共交付12.25万辆汽车，同比增长34%。此前，公司曾立下2022年销售15万辆的目标，显然未及预期。彼时，蔚来汽车交付量已被哪吒汽车和理想汽车超越，排在造车新势力第三位，较2021年下滑一名。 近日，理想汽车发布的公告显示，10月份共交付新车4.04万辆，同比增长302.1%，月交付首次突破4万辆大关，稳居造车新势力首位。蔚来汽车行业排名跌至第四位，不过，并不是因为蔚来汽车“跑”得太慢，而是其他造车新势力加速太快。 2018年至2022年，蔚来汽车归母净利润分别为-233.28亿元、-114.13亿元、-56.11亿元、-105.72亿元和-145.59亿元。2023年上半年，蔚来汽车归母净利润亏损109.26亿元，合计764亿元。 二、国产新能源赚钱咋这么难？ 随着科技的不断进步，新能源汽车产业已经成为了各国重要产业之一。然而，在新能源汽车产业的发展过程中，赚钱成为了一道难题。以蔚来汽车为例，其在五年半的时间里亏损达到了764亿，国产新能源","listText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 近年来，伴随着中国新能源汽车市场的高速发展，各家新能源汽车企业的表现都备受市场关注，作为新能源汽车领军企业之一的蔚来也是如此，就在最近蔚来五年半亏764亿的消息引发了市场的热议，国产新能源赚钱咋这么难？ 一、蔚来汽车五年半亏764亿 据长江商报的报道，亏损依旧严重，销量不如同行，蔚来汽车开始大举“降本增效”。 在销量端，前10个月，蔚来汽车累计交付12.61万辆，同比增长36.30%，表现不算差。然而，由于理想、小鹏、零跑汽车销量表现更为出色，蔚来汽车交付量在造车新势力中的排名已跌至第四位。 在业绩端，2018年至2023年上半年，蔚来汽车近五年半来归母净利润已累计亏损764亿元，公司盈利前景不容乐观。 2022年，蔚来汽车共交付12.25万辆汽车，同比增长34%。此前，公司曾立下2022年销售15万辆的目标，显然未及预期。彼时，蔚来汽车交付量已被哪吒汽车和理想汽车超越，排在造车新势力第三位，较2021年下滑一名。 近日，理想汽车发布的公告显示，10月份共交付新车4.04万辆，同比增长302.1%，月交付首次突破4万辆大关，稳居造车新势力首位。蔚来汽车行业排名跌至第四位，不过，并不是因为蔚来汽车“跑”得太慢，而是其他造车新势力加速太快。 2018年至2022年，蔚来汽车归母净利润分别为-233.28亿元、-114.13亿元、-56.11亿元、-105.72亿元和-145.59亿元。2023年上半年，蔚来汽车归母净利润亏损109.26亿元，合计764亿元。 二、国产新能源赚钱咋这么难？ 随着科技的不断进步，新能源汽车产业已经成为了各国重要产业之一。然而，在新能源汽车产业的发展过程中，赚钱成为了一道难题。以蔚来汽车为例，其在五年半的时间里亏损达到了764亿，国产新能源","text":"$蔚来-SW(09866)$ 近年来，伴随着中国新能源汽车市场的高速发展，各家新能源汽车企业的表现都备受市场关注，作为新能源汽车领军企业之一的蔚来也是如此，就在最近蔚来五年半亏764亿的消息引发了市场的热议，国产新能源赚钱咋这么难？ 一、蔚来汽车五年半亏764亿 据长江商报的报道，亏损依旧严重，销量不如同行，蔚来汽车开始大举“降本增效”。 在销量端，前10个月，蔚来汽车累计交付12.61万辆，同比增长36.30%，表现不算差。然而，由于理想、小鹏、零跑汽车销量表现更为出色，蔚来汽车交付量在造车新势力中的排名已跌至第四位。 在业绩端，2018年至2023年上半年，蔚来汽车近五年半来归母净利润已累计亏损764亿元，公司盈利前景不容乐观。 2022年，蔚来汽车共交付12.25万辆汽车，同比增长34%。此前，公司曾立下2022年销售15万辆的目标，显然未及预期。彼时，蔚来汽车交付量已被哪吒汽车和理想汽车超越，排在造车新势力第三位，较2021年下滑一名。 近日，理想汽车发布的公告显示，10月份共交付新车4.04万辆，同比增长302.1%，月交付首次突破4万辆大关，稳居造车新势力首位。蔚来汽车行业排名跌至第四位，不过，并不是因为蔚来汽车“跑”得太慢，而是其他造车新势力加速太快。 2018年至2022年，蔚来汽车归母净利润分别为-233.28亿元、-114.13亿元、-56.11亿元、-105.72亿元和-145.59亿元。2023年上半年，蔚来汽车归母净利润亏损109.26亿元，合计764亿元。 二、国产新能源赚钱咋这么难？ 随着科技的不断进步，新能源汽车产业已经成为了各国重要产业之一。然而，在新能源汽车产业的发展过程中，赚钱成为了一道难题。以蔚来汽车为例，其在五年半的时间里亏损达到了764亿，国产新能源","images":[{"img":"https://static.tigerbbs.com/b2c311d351d09d783800cc7a4a59a0e6","width":"640","height":"427"},{"img":"https://static.tigerbbs.com/25f8ced2506b292d11e5c7b789d4317c","width":"640","height":"427"},{"img":"https://static.tigerbbs.com/b7d4b63bba05d60c92b7f19a5e54042c","width":"640","height":"427"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241565937492160","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":215283623764160,"gmtCreate":1693589233619,"gmtModify":1693589234883,"author":{"id":"4147402019253410","authorId":"4147402019253410","name":"毕竟欧神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4147402019253410","authorIdStr":"4147402019253410"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/215283623764160","repostId":"214128650277128","repostType":1,"repost":{"id":214128650277128,"gmtCreate":1693318413272,"gmtModify":1693318614468,"author":{"id":"4120462527107840","authorId":"4120462527107840","name":"明大教主","avatar":"https://static.tigerbbs.com/7923b570045ef396e894082089df0a6c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120462527107840","authorIdStr":"4120462527107840"},"themes":[],"title":"教主首发2023年中国平安中报长文—老夫聊发少年狂","htmlText":"序：本次中报中国平安提到了很多有关“基数重述”的数据，如大家看不懂可以先去了解下7月19日集团发的《中国平安新保险合同准则专项说明报告》，如果实在理解不了的可给教主留言！ <a href=\"https://laohu8.com/S/02318\">$中国平安(02318)$</a> 2023年中报里，总体没特别超出预期，但小亮点不断！ 一、寿险业务。 2023上半年，平安寿险及健康险可比口径新业务价值增长45.8%，高于已发布中报 <a href=\"https://laohu8.com/S/02628\">$中国人寿(02628)$</a> 的19.9%，以及 <a href=\"https://laohu8.com/S/02601\">$中国太保(02601)$</a> 的31.5%，是平安的第一个小惊喜。 其中代理人渠道新业务价值同比增43%，人均新业务价值同比增长94.3%；银保渠道同比增174.7%。 个人认为平安在寿险产品定价利率切换的窗口期，新业务价值好于同业的原因有三点： 一是优+和钻石队伍人效的增长，平安在此基础上今年还推出了“平安MVP”品牌，主打MDRT增员。友邦的强大就在于MDRT会员数量； 二是平安银保渠道持续超出预期。平银新银保去年末我记得1600人左右，一季度1700多，现在新银保渠道已超2000人，这点也是超出我预期的。本来按照一季度的增速觉得至少3-4季度才能达到。不过即使看到了新银保渠道2000人，我也没想到银保渠道新业务价值增速能有174.7%，看来确实走的是精英路线。 三是平安的网格化渠道，之前叫“孤儿单”。今年扩围了26个城市到51个。此前这部分人力是专门解决人力脱落后无人接管的客户服务工作。今年起也开始在少数省份试点销售，自然会对新业务价值贡献增量。 平安13个月、25个月保单继续率持续好转（且已发中报的国寿和太保也继续好转中），从这个角度","listText":"序：本次中报中国平安提到了很多有关“基数重述”的数据，如大家看不懂可以先去了解下7月19日集团发的《中国平安新保险合同准则专项说明报告》，如果实在理解不了的可给教主留言！ <a href=\"https://laohu8.com/S/02318\">$中国平安(02318)$</a> 2023年中报里，总体没特别超出预期，但小亮点不断！ 一、寿险业务。 2023上半年，平安寿险及健康险可比口径新业务价值增长45.8%，高于已发布中报 <a href=\"https://laohu8.com/S/02628\">$中国人寿(02628)$</a> 的19.9%，以及 <a href=\"https://laohu8.com/S/02601\">$中国太保(02601)$</a> 的31.5%，是平安的第一个小惊喜。 其中代理人渠道新业务价值同比增43%，人均新业务价值同比增长94.3%；银保渠道同比增174.7%。 个人认为平安在寿险产品定价利率切换的窗口期，新业务价值好于同业的原因有三点： 一是优+和钻石队伍人效的增长，平安在此基础上今年还推出了“平安MVP”品牌，主打MDRT增员。友邦的强大就在于MDRT会员数量； 二是平安银保渠道持续超出预期。平银新银保去年末我记得1600人左右，一季度1700多，现在新银保渠道已超2000人，这点也是超出我预期的。本来按照一季度的增速觉得至少3-4季度才能达到。不过即使看到了新银保渠道2000人，我也没想到银保渠道新业务价值增速能有174.7%，看来确实走的是精英路线。 三是平安的网格化渠道，之前叫“孤儿单”。今年扩围了26个城市到51个。此前这部分人力是专门解决人力脱落后无人接管的客户服务工作。今年起也开始在少数省份试点销售，自然会对新业务价值贡献增量。 平安13个月、25个月保单继续率持续好转（且已发中报的国寿和太保也继续好转中），从这个角度","text":"序：本次中报中国平安提到了很多有关“基数重述”的数据，如大家看不懂可以先去了解下7月19日集团发的《中国平安新保险合同准则专项说明报告》，如果实在理解不了的可给教主留言！ $中国平安(02318)$ 2023年中报里，总体没特别超出预期，但小亮点不断！ 一、寿险业务。 2023上半年，平安寿险及健康险可比口径新业务价值增长45.8%，高于已发布中报 $中国人寿(02628)$ 的19.9%，以及 $中国太保(02601)$ 的31.5%，是平安的第一个小惊喜。 其中代理人渠道新业务价值同比增43%，人均新业务价值同比增长94.3%；银保渠道同比增174.7%。 个人认为平安在寿险产品定价利率切换的窗口期，新业务价值好于同业的原因有三点： 一是优+和钻石队伍人效的增长，平安在此基础上今年还推出了“平安MVP”品牌，主打MDRT增员。友邦的强大就在于MDRT会员数量； 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1.62根本买不到，艹，得1.65才能买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253806317920568","isVote":1,"tweetType":1,"viewCount":1080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":249573239103776,"gmtCreate":1701940889494,"gmtModify":1701940891136,"author":{"id":"4147402019253410","authorId":"4147402019253410","name":"毕竟欧神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4147402019253410","authorIdStr":"4147402019253410"},"themes":[],"htmlText":"现在资金都是报团取暖，首选小米和石药","listText":"现在资金都是报团取暖，首选小米和石药","text":"现在资金都是报团取暖，首选小米和石药","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/249573239103776","isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":243504192499920,"gmtCreate":1700469003532,"gmtModify":1700469005129,"author":{"id":"4147402019253410","authorId":"4147402019253410","name":"毕竟欧神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4147402019253410","authorIdStr":"4147402019253410"},"themes":[],"htmlText":"小鹏真的不够打。","listText":"小鹏真的不够打。","text":"小鹏真的不够打。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/243504192499920","repostId":"2384837585","repostType":2,"isVote":1,"tweetType":1,"viewCount":1299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":241665065734320,"gmtCreate":1700028578597,"gmtModify":1700028580108,"author":{"id":"4147402019253410","authorId":"4147402019253410","name":"毕竟欧神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4147402019253410","authorIdStr":"4147402019253410"},"themes":[],"htmlText":"又不是亏的自己的钱","listText":"又不是亏的自己的钱","text":"又不是亏的自己的钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241665065734320","repostId":"241565937492160","repostType":1,"repost":{"id":241565937492160,"gmtCreate":1700004467802,"gmtModify":1700013260365,"author":{"id":"3482808518866931","authorId":"3482808518866931","name":"江瀚视野","avatar":"https://static.laohu8.com/3c6e4485cf99feeda324217af19f8174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3482808518866931","authorIdStr":"3482808518866931"},"themes":[],"title":"蔚来汽车五年半亏764亿，国产新能源赚钱咋这么难？","htmlText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 近年来，伴随着中国新能源汽车市场的高速发展，各家新能源汽车企业的表现都备受市场关注，作为新能源汽车领军企业之一的蔚来也是如此，就在最近蔚来五年半亏764亿的消息引发了市场的热议，国产新能源赚钱咋这么难？ 一、蔚来汽车五年半亏764亿 据长江商报的报道，亏损依旧严重，销量不如同行，蔚来汽车开始大举“降本增效”。 在销量端，前10个月，蔚来汽车累计交付12.61万辆，同比增长36.30%，表现不算差。然而，由于理想、小鹏、零跑汽车销量表现更为出色，蔚来汽车交付量在造车新势力中的排名已跌至第四位。 在业绩端，2018年至2023年上半年，蔚来汽车近五年半来归母净利润已累计亏损764亿元，公司盈利前景不容乐观。 2022年，蔚来汽车共交付12.25万辆汽车，同比增长34%。此前，公司曾立下2022年销售15万辆的目标，显然未及预期。彼时，蔚来汽车交付量已被哪吒汽车和理想汽车超越，排在造车新势力第三位，较2021年下滑一名。 近日，理想汽车发布的公告显示，10月份共交付新车4.04万辆，同比增长302.1%，月交付首次突破4万辆大关，稳居造车新势力首位。蔚来汽车行业排名跌至第四位，不过，并不是因为蔚来汽车“跑”得太慢，而是其他造车新势力加速太快。 2018年至2022年，蔚来汽车归母净利润分别为-233.28亿元、-114.13亿元、-56.11亿元、-105.72亿元和-145.59亿元。2023年上半年，蔚来汽车归母净利润亏损109.26亿元，合计764亿元。 二、国产新能源赚钱咋这么难？ 随着科技的不断进步，新能源汽车产业已经成为了各国重要产业之一。然而，在新能源汽车产业的发展过程中，赚钱成为了一道难题。以蔚来汽车为例，其在五年半的时间里亏损达到了764亿，国产新能源","listText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 近年来，伴随着中国新能源汽车市场的高速发展，各家新能源汽车企业的表现都备受市场关注，作为新能源汽车领军企业之一的蔚来也是如此，就在最近蔚来五年半亏764亿的消息引发了市场的热议，国产新能源赚钱咋这么难？ 一、蔚来汽车五年半亏764亿 据长江商报的报道，亏损依旧严重，销量不如同行，蔚来汽车开始大举“降本增效”。 在销量端，前10个月，蔚来汽车累计交付12.61万辆，同比增长36.30%，表现不算差。然而，由于理想、小鹏、零跑汽车销量表现更为出色，蔚来汽车交付量在造车新势力中的排名已跌至第四位。 在业绩端，2018年至2023年上半年，蔚来汽车近五年半来归母净利润已累计亏损764亿元，公司盈利前景不容乐观。 2022年，蔚来汽车共交付12.25万辆汽车，同比增长34%。此前，公司曾立下2022年销售15万辆的目标，显然未及预期。彼时，蔚来汽车交付量已被哪吒汽车和理想汽车超越，排在造车新势力第三位，较2021年下滑一名。 近日，理想汽车发布的公告显示，10月份共交付新车4.04万辆，同比增长302.1%，月交付首次突破4万辆大关，稳居造车新势力首位。蔚来汽车行业排名跌至第四位，不过，并不是因为蔚来汽车“跑”得太慢，而是其他造车新势力加速太快。 2018年至2022年，蔚来汽车归母净利润分别为-233.28亿元、-114.13亿元、-56.11亿元、-105.72亿元和-145.59亿元。2023年上半年，蔚来汽车归母净利润亏损109.26亿元，合计764亿元。 二、国产新能源赚钱咋这么难？ 随着科技的不断进步，新能源汽车产业已经成为了各国重要产业之一。然而，在新能源汽车产业的发展过程中，赚钱成为了一道难题。以蔚来汽车为例，其在五年半的时间里亏损达到了764亿，国产新能源","text":"$蔚来-SW(09866)$ 近年来，伴随着中国新能源汽车市场的高速发展，各家新能源汽车企业的表现都备受市场关注，作为新能源汽车领军企业之一的蔚来也是如此，就在最近蔚来五年半亏764亿的消息引发了市场的热议，国产新能源赚钱咋这么难？ 一、蔚来汽车五年半亏764亿 据长江商报的报道，亏损依旧严重，销量不如同行，蔚来汽车开始大举“降本增效”。 在销量端，前10个月，蔚来汽车累计交付12.61万辆，同比增长36.30%，表现不算差。然而，由于理想、小鹏、零跑汽车销量表现更为出色，蔚来汽车交付量在造车新势力中的排名已跌至第四位。 在业绩端，2018年至2023年上半年，蔚来汽车近五年半来归母净利润已累计亏损764亿元，公司盈利前景不容乐观。 2022年，蔚来汽车共交付12.25万辆汽车，同比增长34%。此前，公司曾立下2022年销售15万辆的目标，显然未及预期。彼时，蔚来汽车交付量已被哪吒汽车和理想汽车超越，排在造车新势力第三位，较2021年下滑一名。 近日，理想汽车发布的公告显示，10月份共交付新车4.04万辆，同比增长302.1%，月交付首次突破4万辆大关，稳居造车新势力首位。蔚来汽车行业排名跌至第四位，不过，并不是因为蔚来汽车“跑”得太慢，而是其他造车新势力加速太快。 2018年至2022年，蔚来汽车归母净利润分别为-233.28亿元、-114.13亿元、-56.11亿元、-105.72亿元和-145.59亿元。2023年上半年，蔚来汽车归母净利润亏损109.26亿元，合计764亿元。 二、国产新能源赚钱咋这么难？ 随着科技的不断进步，新能源汽车产业已经成为了各国重要产业之一。然而，在新能源汽车产业的发展过程中，赚钱成为了一道难题。以蔚来汽车为例，其在五年半的时间里亏损达到了764亿，国产新能源","images":[{"img":"https://static.tigerbbs.com/b2c311d351d09d783800cc7a4a59a0e6","width":"640","height":"427"},{"img":"https://static.tigerbbs.com/25f8ced2506b292d11e5c7b789d4317c","width":"640","height":"427"},{"img":"https://static.tigerbbs.com/b7d4b63bba05d60c92b7f19a5e54042c","width":"640","height":"427"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241565937492160","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":215283623764160,"gmtCreate":1693589233619,"gmtModify":1693589234883,"author":{"id":"4147402019253410","authorId":"4147402019253410","name":"毕竟欧神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4147402019253410","authorIdStr":"4147402019253410"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/215283623764160","repostId":"214128650277128","repostType":1,"repost":{"id":214128650277128,"gmtCreate":1693318413272,"gmtModify":1693318614468,"author":{"id":"4120462527107840","authorId":"4120462527107840","name":"明大教主","avatar":"https://static.tigerbbs.com/7923b570045ef396e894082089df0a6c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120462527107840","authorIdStr":"4120462527107840"},"themes":[],"title":"教主首发2023年中国平安中报长文—老夫聊发少年狂","htmlText":"序：本次中报中国平安提到了很多有关“基数重述”的数据，如大家看不懂可以先去了解下7月19日集团发的《中国平安新保险合同准则专项说明报告》，如果实在理解不了的可给教主留言！ <a href=\"https://laohu8.com/S/02318\">$中国平安(02318)$</a> 2023年中报里，总体没特别超出预期，但小亮点不断！ 一、寿险业务。 2023上半年，平安寿险及健康险可比口径新业务价值增长45.8%，高于已发布中报 <a href=\"https://laohu8.com/S/02628\">$中国人寿(02628)$</a> 的19.9%，以及 <a href=\"https://laohu8.com/S/02601\">$中国太保(02601)$</a> 的31.5%，是平安的第一个小惊喜。 其中代理人渠道新业务价值同比增43%，人均新业务价值同比增长94.3%；银保渠道同比增174.7%。 个人认为平安在寿险产品定价利率切换的窗口期，新业务价值好于同业的原因有三点： 一是优+和钻石队伍人效的增长，平安在此基础上今年还推出了“平安MVP”品牌，主打MDRT增员。友邦的强大就在于MDRT会员数量； 二是平安银保渠道持续超出预期。平银新银保去年末我记得1600人左右，一季度1700多，现在新银保渠道已超2000人，这点也是超出我预期的。本来按照一季度的增速觉得至少3-4季度才能达到。不过即使看到了新银保渠道2000人，我也没想到银保渠道新业务价值增速能有174.7%，看来确实走的是精英路线。 三是平安的网格化渠道，之前叫“孤儿单”。今年扩围了26个城市到51个。此前这部分人力是专门解决人力脱落后无人接管的客户服务工作。今年起也开始在少数省份试点销售，自然会对新业务价值贡献增量。 平安13个月、25个月保单继续率持续好转（且已发中报的国寿和太保也继续好转中），从这个角度","listText":"序：本次中报中国平安提到了很多有关“基数重述”的数据，如大家看不懂可以先去了解下7月19日集团发的《中国平安新保险合同准则专项说明报告》，如果实在理解不了的可给教主留言！ <a href=\"https://laohu8.com/S/02318\">$中国平安(02318)$</a> 2023年中报里，总体没特别超出预期，但小亮点不断！ 一、寿险业务。 2023上半年，平安寿险及健康险可比口径新业务价值增长45.8%，高于已发布中报 <a href=\"https://laohu8.com/S/02628\">$中国人寿(02628)$</a> 的19.9%，以及 <a href=\"https://laohu8.com/S/02601\">$中国太保(02601)$</a> 的31.5%，是平安的第一个小惊喜。 其中代理人渠道新业务价值同比增43%，人均新业务价值同比增长94.3%；银保渠道同比增174.7%。 个人认为平安在寿险产品定价利率切换的窗口期，新业务价值好于同业的原因有三点： 一是优+和钻石队伍人效的增长，平安在此基础上今年还推出了“平安MVP”品牌，主打MDRT增员。友邦的强大就在于MDRT会员数量； 二是平安银保渠道持续超出预期。平银新银保去年末我记得1600人左右，一季度1700多，现在新银保渠道已超2000人，这点也是超出我预期的。本来按照一季度的增速觉得至少3-4季度才能达到。不过即使看到了新银保渠道2000人，我也没想到银保渠道新业务价值增速能有174.7%，看来确实走的是精英路线。 三是平安的网格化渠道，之前叫“孤儿单”。今年扩围了26个城市到51个。此前这部分人力是专门解决人力脱落后无人接管的客户服务工作。今年起也开始在少数省份试点销售，自然会对新业务价值贡献增量。 平安13个月、25个月保单继续率持续好转（且已发中报的国寿和太保也继续好转中），从这个角度","text":"序：本次中报中国平安提到了很多有关“基数重述”的数据，如大家看不懂可以先去了解下7月19日集团发的《中国平安新保险合同准则专项说明报告》，如果实在理解不了的可给教主留言！ $中国平安(02318)$ 2023年中报里，总体没特别超出预期，但小亮点不断！ 一、寿险业务。 2023上半年，平安寿险及健康险可比口径新业务价值增长45.8%，高于已发布中报 $中国人寿(02628)$ 的19.9%，以及 $中国太保(02601)$ 的31.5%，是平安的第一个小惊喜。 其中代理人渠道新业务价值同比增43%，人均新业务价值同比增长94.3%；银保渠道同比增174.7%。 个人认为平安在寿险产品定价利率切换的窗口期，新业务价值好于同业的原因有三点： 一是优+和钻石队伍人效的增长，平安在此基础上今年还推出了“平安MVP”品牌，主打MDRT增员。友邦的强大就在于MDRT会员数量； 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