中国新能源豪车快速崛起！再不努力，以后只能开奔驰宝马了_老虎社区_美港股上老虎

中国新能源豪车快速崛起！再不努力，以后只能开奔驰宝马了

丫丫港股圈2023-12-28

在今年大市环境不好的背景下，新能源汽车是少数有赚钱效应的板块，新能源整车指数年内涨超10%。例如，A股靠华为的智选车企领涨，涨幅最大的是年内涨超80%的赛力斯。即使是恒指指数连续下跌4年的港股，理想汽车-W年内涨幅也超80%，小鹏汽车-W涨近40%，比亚迪股份涨超12%，表现低迷些的蔚来-SW年内也就跌去9%，各家车企的表现都不错，至少大幅跑赢市场，这是新能源汽车行业不断进步的体现。与此同时，中国...

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媛媛08
·2023-12-28
这是个赚快钱的地方，就是割韭菜
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猛逃
·2023-12-28
可口可乐[捂嘴]
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光照的果
·2023-12-28
人傻贷多狠狠宰吧
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吃瓜群众Top1
·2023-12-28
只要hw干的东西，就是狠劲割韭菜
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里二外三
·2023-12-28
快来这儿的韭菜又嫩又鲜。
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If you don't work hard, you can only drive Mercedes-Benz and BMW in the future","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/5852e2cf22687b4b9b4d0012f810a449","symbols_score_info":{"600617":1,"002594":1.1,"NIO":1.1},"content_text":"在今年大市环境不好的背景下，新能源汽车是少数有赚钱效应的板块，新能源整车指数年内涨超10%。例如，A股靠华为的智选车企领涨，涨幅最大的是年内涨超80%的赛力斯。即使是恒指指数连续下跌4年的港股，理想汽车-W年内涨幅也超80%，小鹏汽车-W涨近40%，比亚迪股份涨超12%，表现低迷些的蔚来-SW年内也就跌去9%，各家车企的表现都不错，至少大幅跑赢市场，这是新能源汽车行业不断进步的体现。与此同时，中国品牌在新能源汽车赛道不断攻城拔寨，截止昨日问界M9发布会，今年内已有7家中国新能源车企发布50万以上定价的新车型。有段子调侃道，“再不努力，以后只能开BBA和雷克萨斯了。”前两年，新能源渗透率还在15%的时候，市场资金选中了主打中低价位市场，份额快速扩大的比亚迪。但在电车渗透率提升到一定程度后，往高端车型发展的车企更受市场资金的青睐。   过去几年里，中国新能源豪车的快速崛起，是BBA传统燃油车品牌的逐步落寞。无论是30--40万的，还是40-50万，当前燃油车豪华品推出的新能源车型基本都难以挑战中国新能源豪车品牌。而且从当前燃油车的新能源转型策略来看，基本上都是治标不治本，彻底陷入了既要又要还要的创新者窘境。假以时日，我们完全有可能看到50万以上的价格区间也被中国新能源豪车品牌拿下。在2020年之前，新能源汽车因电池价格昂贵，内饰差，技术不成熟，电车驾驶体验不如油车等原因不被市场看好，这也让占据汽车市场几十年时间的传统燃油车企们鄙视，迟迟没有布局新能源车型。而特斯拉、比亚迪、“蔚小理”在政策导向下市场份额快速渗透，叠加过程中品牌间产品力的不断比拼，即使是特斯拉也被迫降价促销。另一方面，新能源行业整体的技术水平也在持续提升，多个企业突破技术瓶颈，供应链水平的提升为中国新能源豪车品牌的崛起打下良好的基础。越来越多消费者对电车开始改观，接受这项汽车行业的新技术迭代，开始愿意接触电车。这也就出现了一个局面，当各家新势力们开始将高端车企对标BBA时，这就意味着BBA在50万以下的价格段失守了，无论是配置、内饰、用车成本，国产电车已经开始吊打同价位的大部分燃油车，传统燃油车也只剩下品牌上的优势。这也在过去两年里，打的BBA等传统燃油车企，着急的以合资，或是技术入股的方式进入到新能源汽车的竞争队列之中。   但从BBA的电车销量和定价来看，在新能源汽车行列的竞争力大不如燃油车。今年1-10月，宝马新能源车型在国内的销量为7.8万辆，而宝马最低定价在30万元起，最高去到上百万的定价，甚至乎有超200万定价的车型。这若对比起同价位的理想、赛力斯来看，7.8万辆的销量只是国内新能源汽车一个季度的销量水平。动态看，在中期维度，BBA等燃油豪车品牌也难以回到几年前的巅峰。在当前的新能源时代，车企已经进入到智能化、自研智驾、自研生态系统阶段，不再是简单的拼续航里程和各种堆料。而且新能源行业的技术迭代节奏远快于燃油车，除非车企肯大刀阔斧的改革，否则时间只会让新能源车和燃油车的差距越来越大。    不夸张地说，5-10年后我们真的有可能看到中国新能源豪车品牌拿下60-80%的市场份额。这就对应着为何今年恒生科技指数中，领涨的都是中国新能源车企和相关供应链，例如理想、小鹏、小米和比亚迪电子。新能源汽车高端化是大趋势，但谁家的高端化能走的更好，目前还难以预测，就像30万以下区间一样，大多数都是贝塔行情，很难产生出一家涨幅巨大的车企。恰好，上周五互联网企业也经历了一轮极致的情绪杀跌，筹码再次出清。之前港股情绪有些许脆弱，但能看到市场在两三天内就迅速趋于理性，在政策被充分消化的情况下，现在是个布局新能源汽车+互联网公司的不错机会。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":257004514017520,"gmtCreate":1703778878470,"gmtModify":1703778879959,"author":{"id":"3547541371717440","authorId":"3547541371717440","name":"媛媛08","avatar":"https://static.tigerbbs.com/bb4c4ecd549655d8cdd25c4b357804be","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3547541371717440","authorIdStr":"3547541371717440"},"htmlText":"这是个赚快钱的地方，就是割韭菜","listText":"这是个赚快钱的地方，就是割韭菜","text":"这是个赚快钱的地方，就是割韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/257004514017520","repostId":1198723648,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":257003811434808,"gmtCreate":1703778569665,"gmtModify":1703778571062,"author":{"id":"3518527627041174","authorId":"3518527627041174","name":"猛逃","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3518527627041174","authorIdStr":"3518527627041174"},"htmlText":"可口可乐[捂嘴]&nbsp;","listText":"可口可乐[捂嘴]&nbsp;","text":"可口可乐[捂嘴]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/257003811434808","repostId":1198723648,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":256999650607400,"gmtCreate":1703777664403,"gmtModify":1703778524897,"author":{"id":"3475144693742650","authorId":"3475144693742650","name":"光照的果","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3475144693742650","authorIdStr":"3475144693742650"},"htmlText":"人傻贷多狠狠宰吧","listText":"人傻贷多狠狠宰吧","text":"人傻贷多狠狠宰吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256999650607400","repostId":1198723648,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":256999229436088,"gmtCreate":1703777497792,"gmtModify":1703777499348,"author":{"id":"3569112393512139","authorId":"3569112393512139","name":"吃瓜群众Top1","avatar":"https://static.tigerbbs.com/716c3ce5d3b8dee5876cf157fb754c7d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3569112393512139","authorIdStr":"3569112393512139"},"htmlText":"只要hw干的东西，就是狠劲割韭菜","listText":"只要hw干的东西，就是狠劲割韭菜","text":"只要hw干的东西，就是狠劲割韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256999229436088","repostId":1198723648,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":256976436518936,"gmtCreate":1703771945898,"gmtModify":1703771947646,"author":{"id":"3544518779726666","authorId":"3544518779726666","name":"里二外三","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3544518779726666","authorIdStr":"3544518779726666"},"htmlText":"快来这儿的韭菜又嫩又鲜。","listText":"快来这儿的韭菜又嫩又鲜。","text":"快来这儿的韭菜又嫩又鲜。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256976436518936","repostId":1198723648,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":9,"commentSize":5,"repostSize":4,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false}}