蔚来首款轿车直指特斯拉Model 3 那些唱衰蔚来的人要失望了？_老虎社区_美港股上老虎

蔚来首款轿车直指特斯拉Model 3 那些唱衰蔚来的人要失望了？

牛车网2020-12-30

[资讯-牛车网]今年的新能源市场可谓是热闹不断，既有科技巨头苹果宣布下场造车，又有丰田掌门人丰田章男炮轰纯电汽车，看起来，新能源领域的持续壮大已经大大影响了当下的市场格局。作为新势力造车的第一梯队，蔚来自然是消费者广泛关注的对象，而在蔚来Nio Day即将来临之时，其首款轿车的推出计划也已经浮出水面。在此前的一次沟通会上，蔚来公布了蔚来将要发布的许多干货，包括蔚来首款轿车、150kWh电池包、...

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21186d37
·2020-12-31
马斯克跟李斌造车根本就是两个想法搞不懂你们有什么好吵的？国人干啥都能喷起来。
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- 猛猹猹:
  是啊，地球车和火星车都能吵起来
  2020-12-31
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风雨无阻2019
·2020-12-31
毛豆已经是纽约的出租车了，接替福特金牛座和日产NV200，这车的定位基本就这么回事儿了，别意淫特斯拉的档次了，就是一个走量的大众品牌。
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- 小虎牙sister:
  为什么豪华车不能做出租车？？欧洲还满大街的奔驰出租车呢。脑子是个好东西。
  2020-12-31
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- allen618:
  只有你还在当特斯拉是豪华品牌，马斯克从来没说过
  2020-12-31
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史蒂芬尹
·2020-12-30
据说蔚来这次出的车是对标models的，中大型车
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都要昵称
·2020-12-30
M3和蔚来要发的车不是一个级别的吧～
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- allen618:
  拉倒吧，s多少钱？你卖一个试试？
  2020-12-31
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- 粥喝咖啡:
  是的，EE7对标的是毛豆S，根本不是低端车型毛豆3，毛豆3和EE7不是一个级别的
  2020-12-31
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CN658888
·2020-12-30
即使暂时不搭载150的也不遗憾啊，因为蔚来是可以换电的呀，三分钟搞定。而且他们的Baas方案还支持偶尔临时租用长续航电池。所以轿车上的时候，消费者最佳方案依然是选择搭载70kw的电池购买，已经完全足够日常一周一次的充电用车需求，需要长途出行的时候付费临时租用一次长续航电池，用完去换电站换回来就好了。所以，只要蔚来以后能提供长续航的电池技术就行，晚一年半载的毫无所谓。
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- allen618:
  本来蔚来为了换电就已经设计上妥协，以后电池技术升级，封装形式在不断优化，你觉得可能为了卖了5年10年的车而继续妥协下去？
  2020-12-31
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- yhyh:
  二代换电只是说的换电站，电池规格都是一样的
  2020-12-31
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- allen618:
  2代换电，谢谢，你以为一辆车能用一辈子？
  2020-12-31
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MG黄
·2020-12-30
不看好蔚来。前有乐视瑞幸蛋壳后有蔚来。韭菜们千万小心，把股市搞上8000点又搞下来3000至今半死不活的，和这些个天天社区号称未来车主呼吁大家买买买的是同一批。兄弟们，不是老人变坏人是坏人变老啊。
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- MG黄:
  我就要操心，我就不看好蔚来，你这种蔚来粉的谈吐就可以证明我不看好蔚来是多么明智的决定，是真的讨厌你们这些个营销人员。
  2021-01-04
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- MG黄:
  。
  2021-01-04
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- Ethan1129:
  有人在乎你看不看好蔚来吗？你自娱自乐的BB算了，韭菜们用你操心，你闲心怎么那么多
  2021-01-04
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lance520888
·2020-12-30
李斌已经说过不可能出单电机的了
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- 如下:
  你以为马克斯？中国有这样企业算骄傲了
  2020-12-31
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- allen618:
  信他的？等他降价下沉的时候你看他出不出
  2020-12-31
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canonwu
·2020-12-30
model3有啥资格和蔚来的车比。。。
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- MG黄:
  哈哈
  2021-01-02
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- MG黄:
  我说我是我就是？
  2021-01-02
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- MG黄:
  我就觉得这种戏份太多的公司问题很大，怎么着吧？
  2020-12-31
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Are those who sing down Weilai disappointed?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NIO":1,"TSLA":1},"content_text":"[资讯-牛车网]今年的新能源市场可谓是热闹不断，既有科技巨头苹果宣布下场造车，又有丰田掌门人丰田章男炮轰纯电汽车，看起来，新能源领域的持续壮大已经大大影响了当下的市场格局。作为新势力造车的第一梯队，蔚来自然是消费者广泛关注的对象，而在蔚来Nio Day即将来临之时，其首款轿车的推出计划也已经浮出水面。在此前的一次沟通会上，蔚来公布了蔚来将要发布的许多干货，包括蔚来首款轿车、150kWh电池包、NT2.0自动驾驶平台、激光雷达、第二代换电站以及官方二手车业务等等。本文将聚焦蔚来首款轿车的技术探索以及竞争力分析。蔚来首款轿车将于何时推出？蔚来首款轿车将于1月9日的成都Nio Day上亮相，而根据蔚来ES6的推出时间表来说，其首款轿车很有可能将于2021年年中进行量产，所以，蔚来首款轿车大概率会与我们在今年下半年见面。首款轿车会不会首发150kWh电池包？首先引发关注的就是这块150kWh的电池包。众所周知，动力电池作为纯电车型最重要、成本最高的零部件，对于整车来说起着至关重要的作用。而目前来说，主流电池能量处于100kWh以下这个阶段，像蔚来、特斯拉都是如此，即便是ZOOX在纯无人运营车辆上搭载的电池也不过133kWh。所以，蔚来的150kWh的重要性不言而喻。虽然150kWh的参数与性能还未可知，但是参考100kWh，其续航里程有望达到800km-900km以上，如此以来，那么纯电动车的单程续航里程就追平甚至领先燃油车，对于新能源汽车来说是一个里程碑的突破。不过按照蔚来推出电池包的时间点来看，一年一款才是其推出节奏，2018年推出70kWh电池包、2019年推出84kWh电池包、2020年10月推出100kWh电池包。所以，150kWh预计跟大家见面的时候也要2021年年底左右了。更何况，100kWh电池包刚刚投产使用，而且产能还在攀升阶段，所以，蔚来首款轿车前期搭载150kWh电池包的可能性不大。可能有些扫兴，但是并不让人失望，因为蔚来这块100kWh的电池包也是颇为领先的。从纸面参数上看，搭载100kWh电池包的蔚来车型比起70kWh电池包的蔚来车型续航里程可超过150km以上。如果横向对比竞争对手，拿ES6 610km性能版为参考，你会发现蔚来的100kWh电池包还是起到了不小的效果。不过，有一点需要注意，蔚来的产品谱系中并没有单电机版本，也就是说，如果只以续航里程为标准，那么蔚来其实并没有优势。所以，对于蔚来首款轿车来说，如果能推出一个100kWh电池包+单电机的版本将值得期待。NT2.0自动驾驶平台：大算力芯片+激光雷达如果要与特斯拉竞争，绕不过去的还有自动驾驶。众所周知，特斯拉的FSD HW3.0（完全自动机驾驶）已经迭代至第三代，虽然事故不断，但不失为当下量产第一的自动驾驶。而蔚来的NOP（领航辅助）刚刚起步，在软硬件以及数据收集等方面有不小的劣势。不过，迭代至NT2.0后，蔚来的自动驾驶水平将会有大的提升。而且根据李斌此前的透露，NT2.0的首款量产车将是一款轿车。NT2.0自动驾驶平台硬件上的巨大提升就是将加入激光雷达。此前，马斯克与何小鹏关于激光雷达的争论引起了行业内的广泛关注，特斯拉是完全的视觉系玩家，对激光雷达嗤之以鼻；而后者则将激光雷达视作提升自动驾驶水平的关键。蔚来显然是支持后者，而且从整个行业来看，对于激光雷达更为看好。NT2.0另一个提升就是大算力芯片，这一直是蔚来NOP的劣势所在。其搭载的英特尔Mobileye EyeQ4芯片整体算力仅为2.5TOPS，要远远落后于特斯拉HW3.0的144TOPS以及小鹏NGP搭载的英伟达Xavier芯片，整体算力30TOPS。所以，选择一款大算力芯片也就是顺理成章的事。从当下的芯片产品来看，英特尔Mobileye EyeQ5芯片整体算力提升至24TOPS，并将于2021年量产，但其应用场景只能支持L3级别。英伟达的最新芯片Orin芯片看起来也是不错的选择，其整体算力为200TOPS，支持L2-L5的应用场景，但量产时间为2022年，而且已经成为理想的合作伙伴。除以上两款芯片外，华为、高通等供应商也不失为好的合作对象。前者刚刚宣布涉及汽车业务，并且自研芯片一直是其核心优势，其MDC系列整体算力达48-352TOPS，能够支持L2-L5级别应用场景。高通的Snapdragon Ride平台刚刚于2020年1月公布，其三芯片版本整体算力达400TOPS，性能十分可观。NT2.0的芯片供应商以及激光雷达的供应商将会在Nio Day上公布，但能够肯定的是，由大算力芯片+激光雷达构筑的NT2.0将会使蔚来首款轿车以及蔚来在自动驾驶方面有巨大的提升。“买服务送车”是核心 但面临挑战说过了蔚来的硬件技术，其核心竞争力“服务”简单说两句。首先，无论是Nio House的直营模式、上门服务还是BasS换电服务都已经成功推向市场，并在当下证明是可行的。蔚来的第二代换电站将于2021年第二季度投入使用，其换电能力是第一代的3倍，并且将会一天布局一座，新增站点争取超过250座。但是其数量还远远不够，随着蔚来用户呈倍数的增长，其服务能力面临巨大挑战。所以，如何平衡用户与服务质量将是一个很大的考验。蔚来首款轿车的定价可能同级别最高在刚刚过去的11月份，蔚来成功交付5291台，如此一来，蔚来已经连续四个月创品牌单月交付数新高，并自今年4月以来连续第八个月实现同比翻番，成绩一片大好。不过，无论是蔚来ES8还是最新推出的ES6均为SUV车型，并未与特斯拉Model 3形成直接竞争，而且还有小鹏P7以及比亚迪汉EV环伺，蔚来首款轿车面临的环境以及挑战完全不同。随着特斯拉Model 3价格的继续下探，其销量大概率会维持在月均万台甚至更高，所以想要在销量上超过特斯拉可能性不大。不过，蔚来的优势在于品牌溢价能力，其单车成交单价为44万元，比特斯拉贵了14万，所以，保持其高端定位，应该仍会是蔚来首款轿车的既定策略。但蔚来有其他厂商没有的优势就是BasS租用服务，其70kWh电池包租用能够将车价降低7万元，100kWh电池包降低12.8万元，对于用户来说将有极大的诱惑力。所以，当直面Model 3时，服务以及高端形象依旧是其核心竞争力，而在软硬件上的提升将决定蔚来首款轿车的上限。总体来看，自主品牌围剿特斯拉Model 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