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- 乱舞DT乱舞DT
  ·2020-11-25
  上层默认支持炒作电动车聪明的人已经下好单子
  乘联会谈中概股造车新势力：高估值也是很好的事情
  对于近期中概汽车股的强劲表现，乘联会表示车企高估值也是很好的事情。乘联会表示，近期的中概新势力车企股价的表现强势超出其预期。这部分车企在美国市场的高价格有一定的泡沫成分。但这部分泡沫实际上反映了一
  乘联会谈中概股造车新势力：高估值也是很好的事情
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- 乱舞DT乱舞DT
  ·2020-11-13
  要点脸。倒逼大家都买茅台?
  非常抱歉，此主贴已删除
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聪明的人已经下好单子","listText":"上层默认支持炒作电动车 聪明的人已经下好单子","text":"上层默认支持炒作电动车 聪明的人已经下好单子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/393657493","repostId":"1165281165","repostType":4,"repost":{"id":"1165281165","pubTimestamp":1606302494,"share":"https://www.laohu8.com/m/news/1165281165?lang=&edition=full","pubTime":"2020-11-25 19:08","market":"us","language":"zh","title":"乘联会谈中概股造车新势力：高估值也是很好的事情","url":"https://stock-news.laohu8.com/highlight/detail?id=1165281165","media":"华尔街见闻","summary":"对于近期中概汽车股的强劲表现，乘联会表示车企高估值也是很好的事情。\n乘联会表示，近期的中概新势力车企股价的表现强势超出其预期。\n这部分车企在美国市场的高价格有一定的泡沫成分。但这部分泡沫实际上反映了一","content":"<p>对于近期中概汽车股的强劲表现，乘联会表示车企高估值也是很好的事情。</p>\n<p>乘联会表示，近期的中概新势力车企股价的表现强势超出其预期。</p>\n<p>这部分车企在美国市场的高价格有一定的泡沫成分。但这部分泡沫实际上反映了一个预期，<b>即目前似乎没有其他的车企或者造车势力能够像他们一样能够追上<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的发展的线路</b>。美国投资者也是认同这个线路和未来的趋势的。</p>\n<p>乘联会同时表示，目前新势力车企的车辆销售价格较高，实现了高价高销量的较好表现。随着销量的提升，毛利状态也明显改善。</p>\n<p>由于目前新能源高端车型缺乏有效的价格参照，而部分国际车企的新能源成本偏高，产品表现也一般，短期内难以与新势力车企竞争。因此自主新势力车企产品即使价格较高，也是能获得市场的认可。</p>\n<p>华晨破产重组不影响合资格局</p>\n<p>对于华晨汽车破产，乘联会表示华晨破产重组不影响合资格局。</p>\n<p>乘联会表示，目前看合资企业的稳定性还是相对有保障的，但合资企业需要自强，要有自己的核心竞争力。</p>\n<p>而合资格局的变化也是渐进的，既有合资企业外方退出，也有外方的股权扩张，这主要是对中国汽车市场的发展有很强的的信心。大部分外方还是希望扩大股权获得长期更好的收益，这也体现了中国汽车市场持久巨大的魅力。</p>\n<p><b>国企发展高端电动很有必要</b></p>\n<p>乘联会表示，目前国企发展高端电动类似参考SUV发展，国内SUV市场的民企先布局，国企快速跟进发展，现在的SUV市场的民企纷纷倒下，长城、长安等都很优秀，国企的SUV总体表现很强。</p>\n<p>国企电动车高端化应该其中会有一些突破发展，部分企业品牌应该有阶段性成果。这也体现了市场的新机会一般会被部分企业先抓住，随后的国企等看准了跟上。</p>\n<p><b>11月汽车零售反弹</b></p>\n<p>在11月汽车零售数据方面，乘联会数据显示，11月零售较同期改善较大，月初的零售开局较强，持续三周较高增长。第二周的零售走势没有出现大的问题，环比10月的零售偏低是正常的，主要是因为10月的国庆集中收订单，随后第二周开始集中交车，形成第二周的环比表现稍差的特征。</p>\n<p>乘联会认为，由于目前宏观经济环境稳定，疫情因素也仅有个别苗头，因此对冬季出行的个性化选择带动购车的热情相对较高，目前的市场零售较强也带来经销商的销售信心稳定，因此经销商的出货节奏也加快，形成更良好的月度销售节奏，导致月初增速改善，月末的冲刺压力减少。上海出台外牌限行政策，短期内将持续拉动新能源汽车销量提升整体市场热度不减。</p>\n<p><img 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n乘联会谈中概股造车新势力：高估值也是很好的事情\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-25 19:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3611542><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对于近期中概汽车股的强劲表现，乘联会表示车企高估值也是很好的事情。\n乘联会表示，近期的中概新势力车企股价的表现强势超出其预期。\n这部分车企在美国市场的高价格有一定的泡沫成分。但这部分泡沫实际上反映了一个预期，即目前似乎没有其他的车企或者造车势力能够像他们一样能够追上特斯拉的发展的线路。美国投资者也是认同这个线路和未来的趋势的。\n乘联会同时表示，目前新势力车企的车辆销售价格较高，实现了高价高销量的较...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3611542\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"LI":"理想汽车","NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://wallstreetcn.com/articles/3611542","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1165281165","content_text":"对于近期中概汽车股的强劲表现，乘联会表示车企高估值也是很好的事情。\n乘联会表示，近期的中概新势力车企股价的表现强势超出其预期。\n这部分车企在美国市场的高价格有一定的泡沫成分。但这部分泡沫实际上反映了一个预期，即目前似乎没有其他的车企或者造车势力能够像他们一样能够追上特斯拉的发展的线路。美国投资者也是认同这个线路和未来的趋势的。\n乘联会同时表示，目前新势力车企的车辆销售价格较高，实现了高价高销量的较好表现。随着销量的提升，毛利状态也明显改善。\n由于目前新能源高端车型缺乏有效的价格参照，而部分国际车企的新能源成本偏高，产品表现也一般，短期内难以与新势力车企竞争。因此自主新势力车企产品即使价格较高，也是能获得市场的认可。\n华晨破产重组不影响合资格局\n对于华晨汽车破产，乘联会表示华晨破产重组不影响合资格局。\n乘联会表示，目前看合资企业的稳定性还是相对有保障的，但合资企业需要自强，要有自己的核心竞争力。\n而合资格局的变化也是渐进的，既有合资企业外方退出，也有外方的股权扩张，这主要是对中国汽车市场的发展有很强的的信心。大部分外方还是希望扩大股权获得长期更好的收益，这也体现了中国汽车市场持久巨大的魅力。\n国企发展高端电动很有必要\n乘联会表示，目前国企发展高端电动类似参考SUV发展，国内SUV市场的民企先布局，国企快速跟进发展，现在的SUV市场的民企纷纷倒下，长城、长安等都很优秀，国企的SUV总体表现很强。\n国企电动车高端化应该其中会有一些突破发展，部分企业品牌应该有阶段性成果。这也体现了市场的新机会一般会被部分企业先抓住，随后的国企等看准了跟上。\n11月汽车零售反弹\n在11月汽车零售数据方面，乘联会数据显示，11月零售较同期改善较大，月初的零售开局较强，持续三周较高增长。第二周的零售走势没有出现大的问题，环比10月的零售偏低是正常的，主要是因为10月的国庆集中收订单，随后第二周开始集中交车，形成第二周的环比表现稍差的特征。\n乘联会认为，由于目前宏观经济环境稳定，疫情因素也仅有个别苗头，因此对冬季出行的个性化选择带动购车的热情相对较高，目前的市场零售较强也带来经销商的销售信心稳定，因此经销商的出货节奏也加快，形成更良好的月度销售节奏，导致月初增速改善，月末的冲刺压力减少。上海出台外牌限行政策，短期内将持续拉动新能源汽车销量提升整体市场热度不减。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304204855,"gmtCreate":1605235498177,"gmtModify":1703836913952,"author":{"id":"3436532099086354","authorId":"3436532099086354","name":"乱舞DT","avatar":"https://static.tigerbbs.com/b9b7b0a98e482fdd52146d1f6f75d875","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3436532099086354","authorIdStr":"3436532099086354"},"themes":[],"htmlText":"要点脸。倒逼大家都买茅台?","listText":"要点脸。倒逼大家都买茅台?","text":"要点脸。倒逼大家都买茅台?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304204855","repostId":"2083173913","repostType":4,"isVote":1,"tweetType":1,"viewCount":1154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}