亿欧智库--汽车行业蔚来企业案例研究：渐入佳境，踏浪而行【行业研究】_老虎社区_美港股上老虎

亿欧智库--汽车行业蔚来企业案例研究：渐入佳境，踏浪而行【行业研究】

研报2021-01-29

【研究报告内容摘要】2019年，蔚来很难。全年净亏损共114亿元人民币，花费约5亿元召回ES8近五千辆，重要高管离职……负面消息不断，蔚来陷入了成立以来的最大危机。2020年，疫情的到来给多数行业带来了不可逆转的打击，除头部公司还在坚挺之外，许多企业没能挺过这场寒冬。然而蔚来的表现却逆势上扬：不但获得数次大额融资，股价一路飙升，而毛利率更是在2020Q2实现首次转正，产能一路上行，被多家大行看涨，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

狂买以太坊
·2021-03-04
算了吧，和特斯拉能拼的只有比亚迪，兴许还有上汽联合阿里，或者百度华为等互联网大佬联合传统主机厂才有希望。蔚来，连生产资质都有，代工企业不赚钱的么？过几天代工的广汽，江淮吃透蔚来设计，参数完全是玩意事。参考之前的小知豆，知豆曾经火过一段时间。二下就被资质卡脖子，最后被众泰玩死
回复
2
举报
收起
- kangshen:
  希望你这样的人越多越好。
  2021-03-04
  回复
  举报
- 东7770:
  你只能赚到自己认知范围内的钱
  2021-03-04
  回复
  举报
- 一只芬兰司机:
  说相声呢？不懂装懂，哈哈哈哈哈
  2021-03-04
  回复
  举报
查看更多 2 条评论

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2107141299?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","is_english":false,"pubTime":"2021-01-29 08:00","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2107141299","market":"us","top_or_hot":-1,"title":"亿欧智库--汽车行业蔚来企业案例研究：渐入佳境，踏浪而行【行业研究】","media":"研报","content":"<div>\n<p>【研究报告内容摘要】2019年，蔚来很难。全年净亏损共114亿元人民币，花费约5亿元召回ES8近五千辆，重要高管离职……负面消息不断，蔚来陷入了成立以来的最大危机。2020年，疫情的到来给多数行业带来了不可逆转的打击，除头部公司还在坚挺之外，许多企业没能挺过这场寒冬。然而蔚来的表现却逆势上扬：不但获得数次大额融资，股价一路飙升，而毛利率更是在2020Q2实现首次转正，产能一路上行，被多家大行看涨，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210129080247786c7875&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>亿欧智库--汽车行业蔚来企业案例研究：渐入佳境，踏浪而行【行业研究】</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{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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亿欧智库--汽车行业蔚来企业案例研究：渐入佳境，踏浪而行【行业研究】\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-29 08:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210129080247786c7875&s=b><strong>研报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【研究报告内容摘要】2019年，蔚来很难。全年净亏损共114亿元人民币，花费约5亿元召回ES8近五千辆，重要高管离职……负面消息不断，蔚来陷入了成立以来的最大危机。2020年，疫情的到来给多数行业带来了不可逆转的打击，除头部公司还在坚挺之外，许多企业没能挺过这场寒冬。然而蔚来的表现却逆势上扬：不但获得数次大额融资，股价一路飙升，而毛利率更是在2020Q2实现首次转正，产能一路上行，被多家大行看涨，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210129080247786c7875&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NIO","symbol_name":"蔚来","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210129080247786c7875&s=b","article_id":"2107141299","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d"],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210129080247786c7875&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2107141299","pubTimestamp":1611878404,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"2019年，蔚来很难。负面消息不断，蔚来陷入了成立以来的最大危机。然而蔚来的表现却逆势上扬：不但获得数次大额融资，股价一路飙升，而毛利率更是在2020Q2实现首次转正，产能一路上行，被多家大行看涨，一时风头无两。亿欧智库为探寻蔚来如何在争议与困难中踏浪而行，梳理了蔚来从2014至2020年的发展，希望给行新能源汽车及相关产业的从业者与观察者们提供参考意义。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"NIO":"蔚来"},"translate_title":"A Case Study of Weilai Enterprises in the Automobile Industry, a Billion European Think Tank: Getting Better and Better, Stepping on the Waves to Go through \"Industry Research\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NIO":1},"content_text":"【研究报告内容摘要】2019年，蔚来很难。全年净亏损共114亿元人民币，花费约5亿元召回ES8近五千辆，重要高管离职……负面消息不断，蔚来陷入了成立以来的最大危机。2020年，疫情的到来给多数行业带来了不可逆转的打击，除头部公司还在坚挺之外，许多企业没能挺过这场寒冬。然而蔚来的表现却逆势上扬：不但获得数次大额融资，股价一路飙升，而毛利率更是在2020Q2实现首次转正，产能一路上行，被多家大行看涨，一时风头无两。被认为能在国内市场与特斯拉一较高下的蔚来，以后将如何继续领跑我国造车新势力，并在风云诡谲的新能源汽车战场发展自己的可持续优势？亿欧智库为探寻蔚来如何在争议与困难中踏浪而行，梳理了蔚来从2014至2020年的发展，希望给行新能源汽车及相关产业的从业者与观察者们提供参考意义。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":364619737,"gmtCreate":1614845941529,"gmtModify":1703481861951,"author":{"id":"3575377111838943","authorId":"3575377111838943","name":"狂买以太坊","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"算了吧，和特斯拉能拼的只有比亚迪，兴许还有上汽联合阿里，或者百度华为等互联网大佬联合传统主机厂才有希望。蔚来，连生产资质都有，代工企业不赚钱的么？过几天代工的广汽，江淮吃透蔚来设计，参数完全是玩意事。参考之前的小知豆，知豆曾经火过一段时间。二下就被资质卡脖子，最后被众泰玩死","listText":"算了吧，和特斯拉能拼的只有比亚迪，兴许还有上汽联合阿里，或者百度华为等互联网大佬联合传统主机厂才有希望。蔚来，连生产资质都有，代工企业不赚钱的么？过几天代工的广汽，江淮吃透蔚来设计，参数完全是玩意事。参考之前的小知豆，知豆曾经火过一段时间。二下就被资质卡脖子，最后被众泰玩死","text":"算了吧，和特斯拉能拼的只有比亚迪，兴许还有上汽联合阿里，或者百度华为等互联网大佬联合传统主机厂才有希望。蔚来，连生产资质都有，代工企业不赚钱的么？过几天代工的广汽，江淮吃透蔚来设计，参数完全是玩意事。参考之前的小知豆，知豆曾经火过一段时间。二下就被资质卡脖子，最后被众泰玩死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/364619737","repostId":2107141299,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3712694,"gmtCreate":1614848657039,"gmtModify":1614848657039,"authorId":3458085085538235,"author":{"id":3458085085538235,"authorId":3458085085538235,"name":"kangshen","avatar":"https://static.tigerbbs.com/770673fc8f98b98ced8078e6231177fc","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":364619737,"type":1,"supId":0,"prevId":0,"content":"希望你这样的人越多越好。","text":"希望你这样的人越多越好。","html":"希望你这样的人越多越好。"},{"id":3712629,"gmtCreate":1614848062732,"gmtModify":1614848062732,"authorId":3533097490879369,"author":{"id":3533097490879369,"authorId":3533097490879369,"name":"东7770","avatar":"https://static.tigerbbs.com/577d3bbfb21ada450c458fb578f56a73","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":364619737,"type":1,"supId":0,"prevId":0,"content":"你只能赚到自己认知范围内的钱","text":"你只能赚到自己认知范围内的钱","html":"你只能赚到自己认知范围内的钱"},{"id":3712627,"gmtCreate":1614848042873,"gmtModify":1614848042873,"authorId":3524134054674129,"author":{"id":3524134054674129,"authorId":3524134054674129,"name":"一只芬兰司机","avatar":"https://static.tigerbbs.com/8f1644ec52172db44d267962fee5859b","vip":1,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":364619737,"type":1,"supId":0,"prevId":0,"content":"说相声呢？不懂装懂，哈哈哈哈哈","text":"说相声呢？不懂装懂，哈哈哈哈哈","html":"说相声呢？不懂装懂，哈哈哈哈哈"},{"id":3712623,"gmtCreate":1614847966874,"gmtModify":1614847966874,"authorId":3546652771172028,"author":{"id":3546652771172028,"authorId":3546652771172028,"name":"凯凯狸","avatar":"https://static.tigerbbs.com/8ef4defcfebbc16261e849241003b594","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":364619737,"type":1,"supId":0,"prevId":0,"content":"比亚迪能有希望早就有了。也等不到今天","text":"比亚迪能有希望早就有了。也等不到今天","html":"比亚迪能有希望早就有了。也等不到今天"},{"id":3712490,"gmtCreate":1614846289640,"gmtModify":1614846289640,"authorId":3540812366898589,"author":{"id":3540812366898589,"authorId":3540812366898589,"name":"canonwu","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":364619737,"type":1,"supId":0,"prevId":0,"content":"哈哈太逗了","text":"哈哈太逗了","html":"哈哈太逗了"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}