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- tddtdd
  ·2020-10-05
  $小鹏汽车(XPEV)$换手率这么低，庄还是厉害的
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- tddtdd
  ·2020-09-18
  $蔚来(NIO)$散户努力接盘，庄家蠢蠢欲动
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- tddtdd
  ·2020-09-16
  **逻辑，什么水军写的软文
  Model Y与EC6，必有一战
  “特斯拉Model Y上市交付早已箭在弦上，留给李斌与EC6备战的时间已经不多了。” 几天之前，在写下《8月新能源销量：“逼近”特斯拉Model 3的竟然是它？》这篇文章时，曾对接下来的市场走势给出
  Model Y与EC6，必有一战
  1,840 评论
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- tddtdd
  ·2020-09-11
  $蔚来(NIO)$之前几个亿的可转债，现在应该10多亿吧
  1,887 评论
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- tddtdd
  ·2019-12-22
  $Cheetah Mobile(CMCM)$ 看付盛胖成这样，我觉得可以做空了
  2,016 评论
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- tddtdd
  ·2019-09-23
  $猎豹移动(CMCM)$ 现在的价格可以的，估计等到下个财报能到5块
  1,645 评论
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- tddtdd
  ·2019-07-26
  $Zoom(ZM)$ 最后一波拉高出货
  1,469 评论
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- tddtdd
  ·2019-06-14
  $猎豹移动(CMCM)$ 向迅雷看齐
  1,550 评论
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- tddtdd
  ·2019-05-21
  $禅游科技(02660)$ 都是韭菜，买进就是给股东变现
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- tddtdd
  ·2019-05-18
  $瑞幸咖啡(LK)$ 还有张送的免费券，用完就卸载app
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"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>换手率这么低，庄还是厉害的","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>换手率这么低，庄还是厉害的","text":"$小鹏汽车(XPEV)$换手率这么低，庄还是厉害的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/300096944","isVote":1,"tweetType":1,"viewCount":3467,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559294817634910","authorId":"3559294817634910","name":"zoyi","avatar":"https://static.tigerbbs.com/02434e548792a1f0f5a21b73b9c40557","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3559294817634910","idStr":"3559294817634910"},"content":"换手率低是因为都被套在里面，涨的力度不够，亏着也没人卖啊！小P确实坑！","text":"换手率低是因为都被套在里面，涨的力度不够，亏着也没人卖啊！小P确实坑！","html":"换手率低是因为都被套在里面，涨的力度不够，亏着也没人卖啊！小P确实坑！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975031179,"gmtCreate":1600359384791,"gmtModify":1703821397977,"author":{"id":"315924939033616","authorId":"315924939033616","name":"tdd","avatar":"https://static.tigerbbs.com/9793ae1a3a08e1e80fe17debefd8c5ce","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"315924939033616","idStr":"315924939033616"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>散户努力接盘，庄家蠢蠢欲动","listText":"<a 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href=\"https://laohu8.com/S/NIO\">蔚来</a>EC6的首次交锋，将会看点十足。根据最新消息显示，EC6展车已经到达部分NIO house展厅，近期前来看车的潜在消费者明显增多。而据外媒报道，负责Model Y国产化落地的产线工厂工程已进入收尾工作，该车型将在明年Q1季度交付。</p>\n<p>因此，大战好似一触即发。“蔚来用三年的时间就做到了特斯拉从成立到量产，再到交付Model S总共花了九年完成的事情。”这是李斌近期在接受采访时所说的话，而这背后更像是一种造势与“宣战”。</p>\n<p><b>1</b></p>\n<p><b>走向完全不同的“科技树”</b></p>\n<p>很长一段时间，外界总愿意将特斯拉、蔚来旗下两款主销车型Model 3、ES6进行无休止的对比。虽然这样的做法很好理解，毕竟二者作为中美新造车的代表产物，自诞生之初就肩负了极为重要的使命，自然而然获得大量关注，但是无论从车型定位、产品尺寸来看，它们本质上则是完全不相干的，所以这样的比较意义不大。</p>\n<p><img src=\"https://static.tigerbbs.com/118d8ab181bb301712a6b75f9fc2a22e\" tg-width=\"1080\" tg-height=\"1024\"></p>\n<p>只不过，当特斯拉宣布第四款量产车型将推出与Model 3同平台的轿跑SUV——Model Y；2019年NIO Day上，李斌身后缓缓驶来的则是与ES6同平台的轿跑SUV——EC6，就此可知或许这才是真正对标的开始，二者间必有一战。并且随着国产Model Y的即将发布、量产，蔚来将感受到来自特斯拉的最强威胁。</p>\n<p>而在此之前，还需从产品力层面细数两款车型的优势与短板。外观上，除采用大溜背的整体造型外，EC6整体继承了蔚来家族化设计语言，与ES6也较为同质。但是在细节上还是有着明显不同，EC6的视觉效果也更加饱满，突出运动属性。Model Y则更好理解，可以更加简单粗暴地视为Model 3的拉高Plus版，同时没有采用类似Model X的鸥翼门设计。</p>\n<p><img src=\"https://static.tigerbbs.com/5408c2138511c5500876e7bbad377262\" tg-width=\"1080\" tg-height=\"1148\"></p>\n<p>内饰方面，二者与前期车型也几乎相同，只是在配色、细节方面做出了提升。只不过就最为直接的感官<a href=\"https://laohu8.com/S/DLX\">豪华</a>度与做工用料而言，EC6要明显领先Model Y。而性能与续航作为电动车最为重要的版块，EC6共提供两个动力版本，运动版前后搭载双160kW永磁同步电机，总功率320kW，总扭矩610N·m，百公里加速时间为5.4s。</p>\n<p>性能版、签名版搭载前160kW永磁同步电机+后240kW的交流异步电机，总扭矩达到725N·m，百公里加速时间4.5s。电池部分，EC6默认搭载70kWh的三元锂电池组，NEDC工况续航为430/440km，100kWh的电池包为选装，NEDC工况续航可提升至605/615km。</p>\n<p><img src=\"https://static.tigerbbs.com/86f52c46d7f6e763ee671702dbdb3fd2\" tg-width=\"1080\" tg-height=\"1003\"></p>\n<p>反观Model Y，从中国官网目前给出的车型选择来看，共有长续航版和全轮驱动版，两车都采用了两台独立电机，零百加速时间为5.1/3.7s。而在更严苛的续航标准下，Model Y双电机全轮驱动长续航版WLTP预估续航为505km，高性能版WLPT预估续航为480km。</p>\n<p>平心而论，由于EC6相较Model Y有着更大的车身尺寸，在得到相对充沛内部空间的情况下，与之而来的则是更大车重。所以在续航、性能甚至操控方面，Model Y是占据一些优势的。但是在实用性层面，EC6明显更讨好终端消费者。</p>\n<p><img src=\"https://static.tigerbbs.com/85b94887d05bc9dc4b7a4bfb9860c6b8\" tg-width=\"1080\" tg-height=\"631\"></p>\n<p>另外，在自动驾驶与整车智能化层面，毫无疑问特斯拉在前一板块的技术壁垒现阶段如蔚来一般的追赶者暂时是无法突破的，其辅助驾驶系统在具体使用过程中，给予驾驶者与乘客的感受是非常成熟的，蔚来则稍显落后。但是就车机系统智能化、本土化而言，从已积累的用户反馈情况来看，蔚来要明显好于特斯拉，而这也恰恰成为了EC6的另一长板。</p>\n<p>最后，则是所有人十分关心的终端售价环节。两月前举行的成都国际车展上，EC6正式公布了售价并开启预售，即日起蔚来App和官网开启选配，首批车辆将在9月下旬开启交付，售价区间由36.8万-46.8万。而Model Y售价目前仍维持在48.8万元-53.5万元，看似EC6更具性价比。</p>\n<p><img src=\"https://static.tigerbbs.com/3cc8922f775403a23ab6c5e9b66a627f\" tg-width=\"1080\" tg-height=\"1009\"></p>\n<p>但是请不要忘记，去年Model 3的多次“官降”，虽引发了大面积的舆论危机，但是也从侧面反映出待零部件国产化率不断提升，其恐怖的毛利率与成本控制能力。所以不禁推测，Model3零部件通用率达到75%的Model Y，国产后也将拥有巨大的降价空间。而这也是刚刚实现毛利率转正的蔚来无法比拟的，但是上月“BaaS”车电分离模式的推出，成为了后者的应对“底牌”。</p>\n<p>所以仅从产品具体表现来看，二者走向了完全不同的“科技树”。EC6更加主打配置与豪华，Model Y则是秉承一直以来的极客与前卫，互有优势之下，孰强孰弱只能留给时间与市场去审视、评判。</p>\n<p><b>2</b></p>\n<p><b>&nbsp;补能体系？下一决战点？</b></p>\n<p>逐渐走向成熟的新势力车企，随着高度且快速的迭代补足，具体车型上的短板将会被不断修复，该结论放在蔚来、特斯拉身上毋庸置疑。那么如何位于终端市场抢占更多的份额，获得用户的认可，“补能体系”已然成为下一个决胜点。</p>\n<p></p>\n<p><img src=\"https://static.tigerbbs.com/c093301ce3e8d2d0aa6afb447ba15623\" tg-width=\"540\" tg-height=\"446\"></p>\n<p>其实不久前，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>创始人李想曾位于其个人朋友圈发表观点称：“感觉大部分同行都会严重低估了特斯拉自建超级充电站，蔚来自建充电站和充电体系对销量的促进。否则445公里的Model 3,420公里的ES6，价格贵、续航短，如何成为销量冠军？随着C端电动车的普及，越来越多的手握新能源号牌的购买者是不具备家用充电桩安装条件的。随着电动车的保有量增加，公共快充的体验是会持续下降的。能够稳定的解决最最基本的充电体验，是销量核心的基础。最基本的一日三餐的竞争其实就已分出胜负了，产品好和服务好就是加分项。”</p>\n<p>如他所言，有时总在思考需要一部怎样的电动车？是一味地比拼综合续航里程，看看谁能单次充电行驶更远？还是在用车体验、补能体系、生态模式构建上与传统燃油车尽量做出区分？就现阶段而言，后一项或许才是真正的答案。</p>\n<p><img src=\"https://static.tigerbbs.com/641841487f82f5ccc804dbe90ad0c20c\" tg-width=\"1080\" tg-height=\"1175\"></p>\n<p>因此，再去比较EC6、Model Y所拥有的的资源。过去一年半，虽然特斯拉超充建设是严重滞后于销量增长的，但是今年以来前者发力明显，根据规划2020 年新增超充数将相比过去五年的总量翻番。至于蔚来，据最新数据显示，其换电站已建成141座，覆盖64个城市。</p>\n<p>而在大方向上，重金投入补能设施搭建，已然成为双方不谋而合的发展方向。正因如此，在提供给自家用户更加优异的充电体验后，续航里程在达到平均水准后就显得不那般重要。同时，便利的充电设施有时真的会促使潜在消费者做出购车的最终决定。只不过仅从特斯拉超充站与蔚来换电站的数量来看，前者仍在领先。与此同时，服务也是决定两款车型能否热销的关键。而在该板块，蔚来已经位于用户中建立起较强的口碑，特斯拉则显得明显准备不足。</p>\n<p><img src=\"https://static.tigerbbs.com/f1293dc778602312458ee9e3c4e08348\" tg-width=\"1080\" tg-height=\"1440\"></p>\n<p>最后，在阐述清EC6、Model Y分别位于产品、补能、服务方面的矛与盾后，仍需注意的则是二者在品牌之中扮演的角色问题。众所周知，蔚来自建立之初就选择以中国高端纯电SUV这一产品路径作为切入点，之后成功“孵化”了ES8、ES6两款车型，所以EC6的到来更多是起到锦上添花的作用。一方面继续补足产品线，一方面给予用户更加“年轻化”的选择。</p>\n<p>而Model Y作为更具性价比优势的特斯拉SUV，注定将会与Model 3逐渐替代Model S一样，成为特斯拉品牌SUV车型的“主销担当”。届时，位于国内市场，特斯拉B级纯电轿车将继续由Model3扛起重任，而中级纯电SUV市场的重任将会由Model Y接棒。所以从承担的任务与具体角色来看，二者的主攻点已经开始形成差异。</p>\n<p>总之，可以保证的是，“特斯拉Model Y上市交付早已箭在弦上，留给李斌与EC6备战的时间已经不多了。”至于究竟怎样选择？依然想听听大家的答案。</p>","source":"lsy1586587355866","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>Model Y与EC6，必有一战</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\">\nModel Y与EC6，必有一战\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-16 09:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/LJ9H6jJyKKT6lrGA2aAdWA><strong>汽车公社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“特斯拉Model Y上市交付早已箭在弦上，留给李斌与EC6备战的时间已经不多了。”\n\n几天之前，在写下《8月新能源销量：“逼近”特斯拉Model 3的竟然是它？》这篇文章时，曾对接下来的市场走势给出了三点预测:其一，造车新势力间的洗牌将会继续加剧，头部品牌愈发出圈，成功站稳脚跟；末位品牌的倒塌往往就在一瞬间。其二，由于终端消费者的认知继续提升，该细分板块由“补贴时代”向“产品时代”的过渡转型就此...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/LJ9H6jJyKKT6lrGA2aAdWA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2eb8865bbb6db914fe7122e13e5acbb7","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://mp.weixin.qq.com/s/LJ9H6jJyKKT6lrGA2aAdWA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126387541","content_text":"“特斯拉Model Y上市交付早已箭在弦上，留给李斌与EC6备战的时间已经不多了。”\n\n几天之前，在写下《8月新能源销量：“逼近”特斯拉Model 3的竟然是它？》这篇文章时，曾对接下来的市场走势给出了三点预测:其一，造车新势力间的洗牌将会继续加剧，头部品牌愈发出圈，成功站稳脚跟；末位品牌的倒塌往往就在一瞬间。其二，由于终端消费者的认知继续提升，该细分板块由“补贴时代”向“产品时代”的过渡转型就此加剧。其三，特斯拉位于国内收割的脚步只会暂时放缓，绝不会就此停滞。\n\n而从实际状况来看，无不印证了上述预测的准确性。赛麟、博郡等尾部新造车企业的轰然倒塌，再次引发了整个行业的反思。对比之下，理想、小鹏成功赴美上市不断获得资本青睐，进而增添了生存的筹码。终端消费者层面，从乘联会每月公布的新能源车型销量榜单就可看出，前十之中越来越多主打C端的车型得以入围。至于特斯拉的强势无需多言，国产Model 3连续多月交付量破万，已然与身后的追赶者拉开较大差距。\n那么反观接下来新能源市场，想必特斯拉Model Y与蔚来EC6的首次交锋，将会看点十足。根据最新消息显示，EC6展车已经到达部分NIO house展厅，近期前来看车的潜在消费者明显增多。而据外媒报道，负责Model Y国产化落地的产线工厂工程已进入收尾工作，该车型将在明年Q1季度交付。\n因此，大战好似一触即发。“蔚来用三年的时间就做到了特斯拉从成立到量产，再到交付Model S总共花了九年完成的事情。”这是李斌近期在接受采访时所说的话，而这背后更像是一种造势与“宣战”。\n1\n走向完全不同的“科技树”\n很长一段时间，外界总愿意将特斯拉、蔚来旗下两款主销车型Model 3、ES6进行无休止的对比。虽然这样的做法很好理解，毕竟二者作为中美新造车的代表产物，自诞生之初就肩负了极为重要的使命，自然而然获得大量关注，但是无论从车型定位、产品尺寸来看，它们本质上则是完全不相干的，所以这样的比较意义不大。\n\n只不过，当特斯拉宣布第四款量产车型将推出与Model 3同平台的轿跑SUV——Model Y；2019年NIO Day上，李斌身后缓缓驶来的则是与ES6同平台的轿跑SUV——EC6，就此可知或许这才是真正对标的开始，二者间必有一战。并且随着国产Model Y的即将发布、量产，蔚来将感受到来自特斯拉的最强威胁。\n而在此之前，还需从产品力层面细数两款车型的优势与短板。外观上，除采用大溜背的整体造型外，EC6整体继承了蔚来家族化设计语言，与ES6也较为同质。但是在细节上还是有着明显不同，EC6的视觉效果也更加饱满，突出运动属性。Model Y则更好理解，可以更加简单粗暴地视为Model 3的拉高Plus版，同时没有采用类似Model X的鸥翼门设计。\n\n内饰方面，二者与前期车型也几乎相同，只是在配色、细节方面做出了提升。只不过就最为直接的感官豪华度与做工用料而言，EC6要明显领先Model Y。而性能与续航作为电动车最为重要的版块，EC6共提供两个动力版本，运动版前后搭载双160kW永磁同步电机，总功率320kW，总扭矩610N·m，百公里加速时间为5.4s。\n性能版、签名版搭载前160kW永磁同步电机+后240kW的交流异步电机，总扭矩达到725N·m，百公里加速时间4.5s。电池部分，EC6默认搭载70kWh的三元锂电池组，NEDC工况续航为430/440km，100kWh的电池包为选装，NEDC工况续航可提升至605/615km。\n\n反观Model Y，从中国官网目前给出的车型选择来看，共有长续航版和全轮驱动版，两车都采用了两台独立电机，零百加速时间为5.1/3.7s。而在更严苛的续航标准下，Model Y双电机全轮驱动长续航版WLTP预估续航为505km，高性能版WLPT预估续航为480km。\n平心而论，由于EC6相较Model Y有着更大的车身尺寸，在得到相对充沛内部空间的情况下，与之而来的则是更大车重。所以在续航、性能甚至操控方面，Model Y是占据一些优势的。但是在实用性层面，EC6明显更讨好终端消费者。\n\n另外，在自动驾驶与整车智能化层面，毫无疑问特斯拉在前一板块的技术壁垒现阶段如蔚来一般的追赶者暂时是无法突破的，其辅助驾驶系统在具体使用过程中，给予驾驶者与乘客的感受是非常成熟的，蔚来则稍显落后。但是就车机系统智能化、本土化而言，从已积累的用户反馈情况来看，蔚来要明显好于特斯拉，而这也恰恰成为了EC6的另一长板。\n最后，则是所有人十分关心的终端售价环节。两月前举行的成都国际车展上，EC6正式公布了售价并开启预售，即日起蔚来App和官网开启选配，首批车辆将在9月下旬开启交付，售价区间由36.8万-46.8万。而Model Y售价目前仍维持在48.8万元-53.5万元，看似EC6更具性价比。\n\n但是请不要忘记，去年Model 3的多次“官降”，虽引发了大面积的舆论危机，但是也从侧面反映出待零部件国产化率不断提升，其恐怖的毛利率与成本控制能力。所以不禁推测，Model3零部件通用率达到75%的Model Y，国产后也将拥有巨大的降价空间。而这也是刚刚实现毛利率转正的蔚来无法比拟的，但是上月“BaaS”车电分离模式的推出，成为了后者的应对“底牌”。\n所以仅从产品具体表现来看，二者走向了完全不同的“科技树”。EC6更加主打配置与豪华，Model Y则是秉承一直以来的极客与前卫，互有优势之下，孰强孰弱只能留给时间与市场去审视、评判。\n2\n 补能体系？下一决战点？\n逐渐走向成熟的新势力车企，随着高度且快速的迭代补足，具体车型上的短板将会被不断修复，该结论放在蔚来、特斯拉身上毋庸置疑。那么如何位于终端市场抢占更多的份额，获得用户的认可，“补能体系”已然成为下一个决胜点。\n\n\n其实不久前，理想汽车创始人李想曾位于其个人朋友圈发表观点称：“感觉大部分同行都会严重低估了特斯拉自建超级充电站，蔚来自建充电站和充电体系对销量的促进。否则445公里的Model 3,420公里的ES6，价格贵、续航短，如何成为销量冠军？随着C端电动车的普及，越来越多的手握新能源号牌的购买者是不具备家用充电桩安装条件的。随着电动车的保有量增加，公共快充的体验是会持续下降的。能够稳定的解决最最基本的充电体验，是销量核心的基础。最基本的一日三餐的竞争其实就已分出胜负了，产品好和服务好就是加分项。”\n如他所言，有时总在思考需要一部怎样的电动车？是一味地比拼综合续航里程，看看谁能单次充电行驶更远？还是在用车体验、补能体系、生态模式构建上与传统燃油车尽量做出区分？就现阶段而言，后一项或许才是真正的答案。\n\n因此，再去比较EC6、Model Y所拥有的的资源。过去一年半，虽然特斯拉超充建设是严重滞后于销量增长的，但是今年以来前者发力明显，根据规划2020 年新增超充数将相比过去五年的总量翻番。至于蔚来，据最新数据显示，其换电站已建成141座，覆盖64个城市。\n而在大方向上，重金投入补能设施搭建，已然成为双方不谋而合的发展方向。正因如此，在提供给自家用户更加优异的充电体验后，续航里程在达到平均水准后就显得不那般重要。同时，便利的充电设施有时真的会促使潜在消费者做出购车的最终决定。只不过仅从特斯拉超充站与蔚来换电站的数量来看，前者仍在领先。与此同时，服务也是决定两款车型能否热销的关键。而在该板块，蔚来已经位于用户中建立起较强的口碑，特斯拉则显得明显准备不足。\n\n最后，在阐述清EC6、Model Y分别位于产品、补能、服务方面的矛与盾后，仍需注意的则是二者在品牌之中扮演的角色问题。众所周知，蔚来自建立之初就选择以中国高端纯电SUV这一产品路径作为切入点，之后成功“孵化”了ES8、ES6两款车型，所以EC6的到来更多是起到锦上添花的作用。一方面继续补足产品线，一方面给予用户更加“年轻化”的选择。\n而Model Y作为更具性价比优势的特斯拉SUV，注定将会与Model 3逐渐替代Model S一样，成为特斯拉品牌SUV车型的“主销担当”。届时，位于国内市场，特斯拉B级纯电轿车将继续由Model3扛起重任，而中级纯电SUV市场的重任将会由Model Y接棒。所以从承担的任务与具体角色来看，二者的主攻点已经开始形成差异。\n总之，可以保证的是，“特斯拉Model Y上市交付早已箭在弦上，留给李斌与EC6备战的时间已经不多了。”至于究竟怎样选择？依然想听听大家的答案。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":976484700,"gmtCreate":1599816637900,"gmtModify":1703819810525,"author":{"id":"315924939033616","authorId":"315924939033616","name":"tdd","avatar":"https://static.tigerbbs.com/9793ae1a3a08e1e80fe17debefd8c5ce","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"315924939033616","idStr":"315924939033616"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>之前几个亿的可转债，现在应该10多亿吧","listText":"<a 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