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自动驾驶水平绝对第一

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自动驾驶水平绝对第一

05-22

你是真不懂还是假不懂？上来就喯小鹏怜理想，理想今年跌了多少？小鹏跌了多少？理想现在多少估值？小鹏多少？到底是谁被资本看好？就一天13个点就开始酸了？很明显，资本市场对过往的好坏都以展现，今天的涨跌是对接下来一段时间的期待…… 一个胖子掉肉了，一个瘦子强壮了，仅此而已

抱歉，原内容已删除

自动驾驶水平绝对第一

08-28

$小鹏汽车(XPEV)$ 港股和美股溢价要被拉开了

自动驾驶水平绝对第一

09-24

$小鹏汽车-W(09868)$ 好多唱空的朋友，是不是和我一样卖飞了[流泪] ，下来吧，接我上车

自动驾驶水平绝对第一

11-22

$小鹏汽车-W(09868)$ 当然是现在全球化做的最好的XPENG

自动驾驶水平绝对第一

11-22

是庄家想压吗，有没有可能是大盘不好？

自动驾驶水平绝对第一

11-22

整笑了，虽然我买理想，但外观不要太母，理想优点了大+长续源则正因为这俩个优点，导致外观臃肿，动力不足，特别是增程器开着的时候，纯电续航短充电还巨慢，增程器开着还巨特么吵，外形虽然见仁见智，还真就不如路虎硬气，不如问界m9小鹏G9雅观

自动驾驶水平绝对第一

11-21

$小鹏汽车-W(09868)$ [惊讶]

自动驾驶水平绝对第一

08-27

不给时间设定都是耍流氓，俩周内，能否站上40？

自动驾驶水平绝对第一

06-17

小鹏的第二句话写错了，写反了

抱歉，原内容已删除

自动驾驶水平绝对第一

05-22

兄弟，保重

@牛牛小杰:$XPEV 20240531 8.0 PUT$ $小鹏汽车(XPEV)$ 空就完事了，这么大涨幅

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a>港股和美股溢价要被拉开了","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a>港股和美股溢价要被拉开了","text":"$小鹏汽车(XPEV)$ 港股和美股溢价要被拉开了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/343351633424576","isVote":1,"tweetType":1,"viewCount":1319,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3477399047065723","authorId":"3477399047065723","name":"MRSHE","avatar":"https://static.tigerbbs.com/4f08fde92ea1aa0a1180068bcd298d91","crmLevel":1,"crmLevelSwitch":1,"idStr":"3477399047065723","authorIdStr":"3477399047065723"},"content":"不存在的，明天港股也大跌拉平","text":"不存在的，明天港股也大跌拉平","html":"不存在的，明天港股也大跌拉平"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342899253977464,"gmtCreate":1724720807031,"gmtModify":1724722355339,"author":{"id":"4158360603853980","authorId":"4158360603853980","name":"自动驾驶水平绝对第一","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158360603853980","authorIdStr":"4158360603853980"},"themes":[],"htmlText":"不给时间设定都是耍流氓，俩周内，能否站上40？","listText":"不给时间设定都是耍流氓，俩周内，能否站上40？","text":"不给时间设定都是耍流氓，俩周内，能否站上40？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342899253977464","isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317648247210232,"gmtCreate":1718589892284,"gmtModify":1718591161873,"author":{"id":"4158360603853980","authorId":"4158360603853980","name":"自动驾驶水平绝对第一","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158360603853980","authorIdStr":"4158360603853980"},"themes":[],"htmlText":"小鹏的第二句话写错了，写反了","listText":"小鹏的第二句话写错了，写反了","text":"小鹏的第二句话写错了，写反了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317648247210232","repostId":"2443391754","repostType":2,"repost":{"id":"2443391754","kind":"news","pubTimestamp":1718500887,"share":"https://www.laohu8.com/m/news/2443391754?lang=&edition=full","pubTime":"2024-06-16 09:21","market":"sh","language":"zh","title":"做增程不丢人，死了才丢人","url":"https://stock-news.laohu8.com/highlight/detail?id=2443391754","media":"汽车公社","summary":"显然，第三板块成为了涨幅最大的存在。并且，根据相关研究机构的统计，增程车型位于它们各自产品矩阵的份额占比，更是分别达到了98%与93%。并不杜撰，上述两段话真真切切来自于何小鹏在一季度财报发布后电话会中的表态。至此，随着上述名单变得越来越长，倒戈增程俨然成为了中国车市的大势所趋。做增程，本质上没有对错之分。当然，做增程不丢人，死了才丢人……","content":"<html><body><p><img src=\"https://x0.ifengimg.com/ucms/2024_25/39119D06827C410E11986A86B15522497591C545_size34_w1080_h607.jpg\"/></p><p><strong>导语</strong></p><p>Introduction</p><p><strong>近渴，还需近水来解。</strong></p><p>作者丨崔力文</p><p>责编丨曹佳东</p><p>编辑丨何增荣</p><p>最近，有几组数据引人深思。</p><p>从乘联会公布的终端成绩单来看，5月新能源车批发销量达到89.7万辆，同比增长32.1%。其中，纯电动批发销量达到53.1万辆，同比增长9.4%；真插混批发销量达到27.6万辆，同比增长84%；增程式批发销量达到9.1万辆，同比增长105%。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_25/E210E9A77DCD4CFC78329C33D0C911B703A7F421_size72_w960_h540.jpg\"/></p><p>显然，第三板块成为了涨幅最大的存在。</p><p>顺势，悉数目前中国车市所谓的“增程大户”，理想与问界肯定是毫无争议的绝对主力。二者5月交付量分别达到了35,020辆与30,578辆。</p><p>并且，根据相关研究机构的统计，增程车型位于它们各自产品矩阵的份额占比，更是分别达到了98%与93%。</p><p>另外，值得注意的是，刚刚过去的6月3日-6月9日，观察各家新势力造车的阶段性表现，理想与问界依旧凭借周销1.09万辆与0.89万辆，没有任何悬念的排在榜单前两位。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_25/F52301A4341CEE07EE997BC5C73689829F7D7624_size105_w1080_h1920.jpg\"/></p><p>位于终端的疯狂收割，令其它车企好生羡慕。</p><p>而阐述这些内容，想要表达的最终观点则为：“今年，中国车市电动化转型的速度，确实再次超乎了所有人的想象，但望向浮华的表面背后，碍于种种原因，纯电动车型已然陷入到跃升的瓶颈之中。对于很大一部分潜在消费者来说，‘油箱’仍是其打消疑虑、减少焦虑，愿意转身选择新能源车的关键要素。”</p><p>也恰恰因为如此，无论是理想与问界凭借自身光环带火了增程也好，还是整个大盘发展至今用户选择的结果也罢，这条技术路线都蕴藏着之前很大程度上被低估了的能量。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_25/416BCAFBBC0B3560748F2EE32B6A4D02B3B516E0_size5_w183_h241.gif\"/></p><p><strong>做增程，上不了台面？</strong></p><p>实际上，过去很长一段时间，行业中总是充斥着一种偏见：“做增程，上不了台面。”好像冥冥中有条“鄙视链”的存在，那些单纯押宝纯电技术路线的品牌，总感觉要高人一等。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_25/6840F6C6CD91DFA33EAF486AE3DB5B5882CAEF4E_size143_w1080_h750.jpg\"/></p><p>可到头来，血淋淋的结果证明，随着竞争与厮杀变得愈发残酷，当活着都开始变得艰难，为了追求眼前的利益最大化，有些执念不得不彻底放下。</p><p>这不，“打脸”渐渐成为常态，正拥抱或即将拥抱“增程”的选手越来越多。</p><p>譬如，小鹏。</p><p>“客户对混动有真实需求。我们调研了很多用户，他们接受了混动之后，发现原来一年只加几次油，平常更多充电，所以下一步选车就能接受纯电。”</p><p>“在技术角度上，从增程到纯电的难度要远高于从纯电到增程，现在这一代的增程已遇到挑战，比如在高速情况下，增程的体验有些问题，对小鹏来说，下一代增程是什么样的，这是我们更多的思考。”</p><p>并不杜撰，上述两段话真真切切来自于何小鹏在一季度财报发布后电话会中的表态。结合最近网络中的爆料，从中听出的意味集中在：“一切皆有可能。”</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_25/1E3CE8A8FF12DDF9D7C292AC36D16D26DC70279E_size107_w1080_h720.jpg\"/></p><p>毕竟，今年小鹏销量层面的“乏力”肉眼可见。</p><p>接下来，这家新势力造车借助纯电与增程两条腿走路，尤其是当后续更多产品切入到30万元以上的高端市场，不妨是一种打破困局的好方法，即便截至目前仍在“嘴硬”。</p><p>而除了态度微妙的小鹏，翻看本周最新一批的工信部新车目录，我们从中赫然发现了阿维塔11与阿维塔12增程版的“庐山真面目”。</p><p>加之还在预热阶段的阿维塔07增程版，以及那款更晚到来定位低于阿维塔12的轿车，这位“国家队”成员显然已经放弃了单纯押宝纯电技术路线的执念，转而选择“双开”。</p><p>无独有偶，智己在接连推出L7、LS7、LS6、L6，却都没有位于中国车市掀起太大水花之后，也有最新消息传来，其将在明年第一季度，发布一款对标理想L7的增程式SUV。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_25/CE6BB3F958AD842BFDAD3E154D13D6866C0863D4_size43_w1080_h720.jpg\"/></p><p>据知情人士透露，“这款车型作为智己的首款增程项目，早在2023年下半年便已经立项，内部期望用新的定位打开市场。”</p><p>反观位于纯电板块遇到较大阻击的广汽埃安，其“掌舵者”古惠南则已明确表示，将会根据市场变化和消费者的需求推出插混与增程车型。</p><p>况且，不要忘记，早在去年小米汽车便放出了部分研发岗位，包括增程系统设计开发工程师、燃油系统工程师、排气系统工程师等等。</p><p>即便如今凭借SU7的疯狂输出，其正在纯电市场大杀四方，可结合雷军呼之欲出的野心与十分宏伟的目标，何时“出牌”好似同样只是节奏问题。</p><p>至此，随着上述名单变得越来越长，倒戈增程俨然成为了中国车市的大势所趋。相比之下，坚守纯电反而变为“少数派”。</p><p>前者，从上不了台面，到站在舞台中央，转瞬之间。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_25/416BCAFBBC0B3560748F2EE32B6A4D02B3B516E0_size5_w183_h241.gif\"/></p><p><strong>做增程，一定能救命？</strong></p><p>“<a href=\"https://laohu8.com/S/NIO\">蔚来</a>，会做增程吗？”</p><p>“那些买增程车的用户，你去问他你下一辆车买什么？有多少人说还买增程？因为我是几个小孩的父亲，我就觉得很有意思，小孩在断奶之后都有那么一段时间需要安抚奶嘴，但你不能说安抚奶嘴就一直要。”</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_25/DE74AB0BBE1B45FC7CDDACB2B46A0A2C41B34204_size198_w1080_h1440.jpg\"/></p><p>开篇，一段具有争议性的对话，来自于5月中旬<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>第二品牌乐道首发亮相后第二天的专访环节，李斌再次被问及了那个老生常谈的问题。</p><p>作为见证者，从他略带争议的观点中，能够拆解出两层含义。</p><p>其一，因为发展理念的关系，由于自建补能体系的优势，蔚来过去没有做增程，现在不会做增程，之后也不想做增程。</p><p>其二，如果把时间轴拉长，这条技术路线始终是“过渡”方案。</p><p>可在更多人看来，道理虽然不假，但并不是所有车企都是蔚来包括<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，拥有所谓的品牌大包袱与充换电重资产。</p><p>反之，中国车市如此庞大，持币观望的潜在消费者如此繁多，眼下各凭本事收割才是正解。</p><p>做增程，本质上没有对错之分。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_25/F66C271EDD07E07125D2B9882C099DE88DEC59F2_size65_w750_h500.jpg\"/></p><p>而最近，与一位身处甘肃兰州，刚刚入手理想L6的友人进行了交流，得到的反馈非常具有参考意义。</p><p>“我们这儿虽然还在不断发展，但公共充电资源和上海真的没法比，寒冷的冬季又那么长，出游的话大多数又是动辄上千公里的长途自驾，高速服务区的补能条件也不太行，反正综合考虑过后，增程都更适合我，平常在市区因为家里有私桩当纯电车开，上高速就当纯油车开。”</p><p>简简单单的一段话，反映出的中心思想更像是：站在用户的角度，因为我国地缘实在太过辽阔，对应的用车需求便会复杂多样。虽然新能源转型的大方向已经变得不可逆转，但必定会多种技术路线并行，而非一枝独秀。</p><p>在很多北方城市、很多低线城市，相比纯电的推广艰难，增程“开疆扩土”的教育成本真的要低很多。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_25/40AB79ECF4C22C654CF6C83C85C87BBAF96917A3_size44_w1080_h617.jpg\"/></p><p>况且，站在主机厂的角度，技术同样在不断迭代，曾经部分落后增程车型上那些被饱受诟病“短板”，已经逐渐在被克服与化解。</p><p>与之对应，增程系统结构简单、入门门槛低、制造研发费用可控的“长板”，则在日渐凸显，甚至能够成为打大打特打“价格战”的抓手。</p><p>就像本周正式上市的硬派SUV深蓝G318，全系增程最低仅需17.59万元，结合其展现出的产品力，可以说决心拉满。</p><p>而对于零跑、哪咤这样的弱势二线新势力造车，涉猎增程则是它们挣脱泥潭为数不多的希望。例如，前者的零跑C10、C11以及即将入场的C16，后者的哪咤L，都是最佳论据。</p><p>文章至此，相信很多读者还有最后一个疑问：“做增程，一定能救命？”</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_25/813506C2683EBD1131B4A6967B06220DCFB56523_size21_w1080_h493.jpg\"/></p><p>关于答案，想说的是：“按照目前中国车市竞争的激烈程度，抱有投机的目的，盲目入局的结果仍会是凶多吉少。毕竟，增程板块也在卷成一片令人窒息的红海。”</p><p>另外，我们还应清楚的知晓，对于类似理想、问界般的引领者，增程起到的作用更像是锦上添花，而销量炸裂的根本原因，还是由于各自产品本身的足够出色，加之品牌本身的光环。</p><p>所以不要低估这条技术路线蕴藏能量的同时，也千万不要过分高估它的“魔法”总会立竿见影。</p><p>当然，做增程不丢人，死了才丢人……</p></body></html>","source":"fenghuang_stock","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>做增程不丢人，死了才丢人</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; margin-bottom:1em; }\nh1{ 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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做增程不丢人，死了才丢人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-16 09:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8aSHN01Z5QT><strong>汽车公社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>导语Introduction近渴，还需近水来解。作者丨崔力文责编丨曹佳东编辑丨何增荣最近，有几组数据引人深思。从乘联会公布的终端成绩单来看，5月新能源车批发销量达到89.7万辆，同比增长32.1%。其中，纯电动批发销量达到53.1万辆，同比增长9.4%；真插混批发销量达到27.6万辆，同比增长84%；增程式批发销量达到9.1万辆，同比增长105%。显然，第三板块成为了涨幅最大的存在。顺势，悉数目前...</p>\n\n<a href=\"https://tech.ifeng.com/c/8aSHN01Z5QT\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","NIO.SI":"蔚来","09866":"蔚来-SW","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4555":"新能源车","BK4509":"腾讯概念","NIO":"蔚来","BK4588":"碎股","BK4526":"热门中概股","BK4574":"无人驾驶"},"source_url":"https://tech.ifeng.com/c/8aSHN01Z5QT","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2443391754","content_text":"导语Introduction近渴，还需近水来解。作者丨崔力文责编丨曹佳东编辑丨何增荣最近，有几组数据引人深思。从乘联会公布的终端成绩单来看，5月新能源车批发销量达到89.7万辆，同比增长32.1%。其中，纯电动批发销量达到53.1万辆，同比增长9.4%；真插混批发销量达到27.6万辆，同比增长84%；增程式批发销量达到9.1万辆，同比增长105%。显然，第三板块成为了涨幅最大的存在。顺势，悉数目前中国车市所谓的“增程大户”，理想与问界肯定是毫无争议的绝对主力。二者5月交付量分别达到了35,020辆与30,578辆。并且，根据相关研究机构的统计，增程车型位于它们各自产品矩阵的份额占比，更是分别达到了98%与93%。另外，值得注意的是，刚刚过去的6月3日-6月9日，观察各家新势力造车的阶段性表现，理想与问界依旧凭借周销1.09万辆与0.89万辆，没有任何悬念的排在榜单前两位。位于终端的疯狂收割，令其它车企好生羡慕。而阐述这些内容，想要表达的最终观点则为：“今年，中国车市电动化转型的速度，确实再次超乎了所有人的想象，但望向浮华的表面背后，碍于种种原因，纯电动车型已然陷入到跃升的瓶颈之中。对于很大一部分潜在消费者来说，‘油箱’仍是其打消疑虑、减少焦虑，愿意转身选择新能源车的关键要素。”也恰恰因为如此，无论是理想与问界凭借自身光环带火了增程也好，还是整个大盘发展至今用户选择的结果也罢，这条技术路线都蕴藏着之前很大程度上被低估了的能量。做增程，上不了台面？实际上，过去很长一段时间，行业中总是充斥着一种偏见：“做增程，上不了台面。”好像冥冥中有条“鄙视链”的存在，那些单纯押宝纯电技术路线的品牌，总感觉要高人一等。可到头来，血淋淋的结果证明，随着竞争与厮杀变得愈发残酷，当活着都开始变得艰难，为了追求眼前的利益最大化，有些执念不得不彻底放下。这不，“打脸”渐渐成为常态，正拥抱或即将拥抱“增程”的选手越来越多。譬如，小鹏。“客户对混动有真实需求。我们调研了很多用户，他们接受了混动之后，发现原来一年只加几次油，平常更多充电，所以下一步选车就能接受纯电。”“在技术角度上，从增程到纯电的难度要远高于从纯电到增程，现在这一代的增程已遇到挑战，比如在高速情况下，增程的体验有些问题，对小鹏来说，下一代增程是什么样的，这是我们更多的思考。”并不杜撰，上述两段话真真切切来自于何小鹏在一季度财报发布后电话会中的表态。结合最近网络中的爆料，从中听出的意味集中在：“一切皆有可能。”毕竟，今年小鹏销量层面的“乏力”肉眼可见。接下来，这家新势力造车借助纯电与增程两条腿走路，尤其是当后续更多产品切入到30万元以上的高端市场，不妨是一种打破困局的好方法，即便截至目前仍在“嘴硬”。而除了态度微妙的小鹏，翻看本周最新一批的工信部新车目录，我们从中赫然发现了阿维塔11与阿维塔12增程版的“庐山真面目”。加之还在预热阶段的阿维塔07增程版，以及那款更晚到来定位低于阿维塔12的轿车，这位“国家队”成员显然已经放弃了单纯押宝纯电技术路线的执念，转而选择“双开”。无独有偶，智己在接连推出L7、LS7、LS6、L6，却都没有位于中国车市掀起太大水花之后，也有最新消息传来，其将在明年第一季度，发布一款对标理想L7的增程式SUV。据知情人士透露，“这款车型作为智己的首款增程项目，早在2023年下半年便已经立项，内部期望用新的定位打开市场。”反观位于纯电板块遇到较大阻击的广汽埃安，其“掌舵者”古惠南则已明确表示，将会根据市场变化和消费者的需求推出插混与增程车型。况且，不要忘记，早在去年小米汽车便放出了部分研发岗位，包括增程系统设计开发工程师、燃油系统工程师、排气系统工程师等等。即便如今凭借SU7的疯狂输出，其正在纯电市场大杀四方，可结合雷军呼之欲出的野心与十分宏伟的目标，何时“出牌”好似同样只是节奏问题。至此，随着上述名单变得越来越长，倒戈增程俨然成为了中国车市的大势所趋。相比之下，坚守纯电反而变为“少数派”。前者，从上不了台面，到站在舞台中央，转瞬之间。做增程，一定能救命？“蔚来，会做增程吗？”“那些买增程车的用户，你去问他你下一辆车买什么？有多少人说还买增程？因为我是几个小孩的父亲，我就觉得很有意思，小孩在断奶之后都有那么一段时间需要安抚奶嘴，但你不能说安抚奶嘴就一直要。”开篇，一段具有争议性的对话，来自于5月中旬蔚来第二品牌乐道首发亮相后第二天的专访环节，李斌再次被问及了那个老生常谈的问题。作为见证者，从他略带争议的观点中，能够拆解出两层含义。其一，因为发展理念的关系，由于自建补能体系的优势，蔚来过去没有做增程，现在不会做增程，之后也不想做增程。其二，如果把时间轴拉长，这条技术路线始终是“过渡”方案。可在更多人看来，道理虽然不假，但并不是所有车企都是蔚来包括特斯拉，拥有所谓的品牌大包袱与充换电重资产。反之，中国车市如此庞大，持币观望的潜在消费者如此繁多，眼下各凭本事收割才是正解。做增程，本质上没有对错之分。而最近，与一位身处甘肃兰州，刚刚入手理想L6的友人进行了交流，得到的反馈非常具有参考意义。“我们这儿虽然还在不断发展，但公共充电资源和上海真的没法比，寒冷的冬季又那么长，出游的话大多数又是动辄上千公里的长途自驾，高速服务区的补能条件也不太行，反正综合考虑过后，增程都更适合我，平常在市区因为家里有私桩当纯电车开，上高速就当纯油车开。”简简单单的一段话，反映出的中心思想更像是：站在用户的角度，因为我国地缘实在太过辽阔，对应的用车需求便会复杂多样。虽然新能源转型的大方向已经变得不可逆转，但必定会多种技术路线并行，而非一枝独秀。在很多北方城市、很多低线城市，相比纯电的推广艰难，增程“开疆扩土”的教育成本真的要低很多。况且，站在主机厂的角度，技术同样在不断迭代，曾经部分落后增程车型上那些被饱受诟病“短板”，已经逐渐在被克服与化解。与之对应，增程系统结构简单、入门门槛低、制造研发费用可控的“长板”，则在日渐凸显，甚至能够成为打大打特打“价格战”的抓手。就像本周正式上市的硬派SUV深蓝G318，全系增程最低仅需17.59万元，结合其展现出的产品力，可以说决心拉满。而对于零跑、哪咤这样的弱势二线新势力造车，涉猎增程则是它们挣脱泥潭为数不多的希望。例如，前者的零跑C10、C11以及即将入场的C16，后者的哪咤L，都是最佳论据。文章至此，相信很多读者还有最后一个疑问：“做增程，一定能救命？”关于答案，想说的是：“按照目前中国车市竞争的激烈程度，抱有投机的目的，盲目入局的结果仍会是凶多吉少。毕竟，增程板块也在卷成一片令人窒息的红海。”另外，我们还应清楚的知晓，对于类似理想、问界般的引领者，增程起到的作用更像是锦上添花，而销量炸裂的根本原因，还是由于各自产品本身的足够出色，加之品牌本身的光环。所以不要低估这条技术路线蕴藏能量的同时，也千万不要过分高估它的“魔法”总会立竿见影。当然，做增程不丢人，死了才丢人……","news_type":1},"isVote":1,"tweetType":1,"viewCount":1148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308666705051648,"gmtCreate":1716385926341,"gmtModify":1716386120047,"author":{"id":"4158360603853980","authorId":"4158360603853980","name":"自动驾驶水平绝对第一","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158360603853980","authorIdStr":"4158360603853980"},"themes":[],"htmlText":"你是真不懂还是假不懂？上来就喯小鹏怜理想，理想今年跌了多少？小鹏跌了多少？理想现在多少估值？小鹏多少？到底是谁被资本看好？就一天13个点就开始酸了？ 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