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- 辣马葩辣马葩
  ·2022-10-05
  $小鹏汽车(XPEV)$快倒闭吧！用一堆奸臣滥竽充数！田秋结和三里屯店长这样的一点能力没有的，居然活得挺好… 小鹏用一堆渣渣，产品再好，也无济于事吧
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- 辣马葩辣马葩
  ·2022-09-22
  不会，我还会买蔚来
  “梦中情车”G9：肩负着提振小鹏毛利率的大任
  9月21日晚，小鹏汽车终于发布了一款去年11月就亮相的，被何小鹏称为“梦中情车”的--小鹏G9。最早亮相，却晚于同为中大型SUV的蔚来ES7、理想L9的上市交付，友商对标库里南，小鹏也把保时捷卡宴和迈
  “梦中情车”G9：肩负着提振小鹏毛利率的大任
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- 辣马葩辣马葩
  ·2021-04-29
  很久没有看老虎账号了
  2,008 评论
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- 辣马葩辣马葩
  ·2020-11-03
  已做空，暴风雨快来
  1,819 评论
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- 辣马葩辣马葩
  ·2020-09-24
  快跌吧…空空空
  2,534 评论
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- 辣马葩辣马葩
  ·2020-09-22
  等开盘…哇咔咔
  2,836 评论
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- 辣马葩辣马葩
  ·2020-09-04
  $蔚来(NIO)$深V
  1,462 评论
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- 辣马葩辣马葩
  ·2020-08-14
  $理想汽车(LI)$纯属脱了裤子放屁的产品
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- 辣马葩辣马葩
  ·2020-07-24
  做空就对了
  2,202 评论
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- 辣马葩辣马葩
  ·2020-07-24
  优信一分钱玩两天了
  2,182 评论
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20:41","market":"hk","language":"zh","title":"“梦中情车”G9：肩负着提振小鹏毛利率的大任","url":"https://stock-news.laohu8.com/highlight/detail?id=1106073449","media":"有数DataVision","summary":"9月21日晚，小鹏汽车终于发布了一款去年11月就亮相的，被何小鹏称为“梦中情车”的--小鹏G9。最早亮相，却晚于同为中大型SUV的蔚来ES7、理想L9的上市交付，友商对标库里南，小鹏也把保时捷卡宴和迈","content":"<html><head></head><body><p>9月21日晚，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>终于发布了一款去年11月就亮相的，被何小鹏称为“梦中情车”的--小鹏G9。</p><p>最早亮相，却晚于同为中大型SUV的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>ES7、理想L9的上市交付，友商对标库里南，小鹏也把保时捷卡宴和迈巴赫GLS拉出来溜溜。在这个各家都在争抢的“最具性价比”的中高端价格带上，小鹏无疑是先发后至的那一位。</p><p>小鹏G9通过六款不同的车型，定价落在30.99万-46.99万，是小鹏最贵的SUV，这差价够买一辆G3i了，但它身上其实只背负了一个目标：<b>拯救小鹏的毛利率。</b></p><p><img src=\"https://static.tigerbbs.com/8b87230feae4efa88bea33187eb40cde\" tg-width=\"1080\" tg-height=\"920\" referrerpolicy=\"no-referrer\"/></p><p>何小鹏本人曾说过：“年销10万辆是一切可能的前提”。</p><p>这话不无道理，毕竟纯电车企唯一盈利的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>正是如此：特斯拉在2017年年销量超过10万辆，三年后的2020年销量达到50万辆时，净利润首次转正达到56.2亿元。</p><p><img src=\"https://static.tigerbbs.com/2e3b26b6d892906866cf88b3d19ac912\" tg-width=\"1080\" tg-height=\"917\" referrerpolicy=\"no-referrer\"/></p><p>10万生死线对小鹏来说已不是问题：截止今年前8个月，小鹏实现9万辆交付。然而与之对应的，则是特斯拉在跨越这道生死线之时，毛利率已高达18.9%，而小鹏如今只有11%。</p><p>要想实现何小鹏期待的“公司毛利率提升到25%以上”，上探价格带势在必行，而捅破30W这层窗户纸的G9首先正是承担这一职责。</p><p>除了单价，利润的另一面则是销量。</p><p><b>小鹏G9的出现，完善了小鹏的产品矩阵。</b>自燃油车时代起，盈利能力最强的企业从不是<a href=\"https://laohu8.com/S/RRN.UK\">劳斯莱斯</a>或者保时捷，福特和丰田才是价值之王，而它们都有一个特点：<b>牢牢抓住了15-40万元这个中高端价格段市场</b>，是因为这个价格段一方面价格不高易于接受，销量有所保证，同时有充足的利润空间，在价格与销量两个方面取得平衡。</p><p>而此前的小鹏在轿车领域有P5和P7的互补，SUV领域仅有一款中低端定位的G3i，相比于特斯拉拥有的Model Y和Model X、理想的ONE和L9、<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>ES7，G9总算是补上了这个价格带的空白。</p><p><img src=\"https://static.tigerbbs.com/751ab8153872c51b688a487392476c74\" tg-width=\"1080\" tg-height=\"710\" referrerpolicy=\"no-referrer\"/></p><p>产品矩阵完善后，既能进一步打开小鹏的潜在客户群，也能给那些原本就想买小鹏汽车的消费者多一个选择，<b>而这些一定程度上都可以提振自身日渐低迷的销量---年初领头羊，现已被蔚来超越。</b></p><p><img src=\"https://static.tigerbbs.com/38c8b736f68b6c190354cac3223b2a25\" tg-width=\"1080\" tg-height=\"917\" referrerpolicy=\"no-referrer\"/></p><p>被寄托了“量价齐升”的G9目的就很清晰了：小鹏也在寻求高端化的路线。</p><p>如今的新能源车竞争其实可以从消费电子身上找到一些影子，小米说了这么多年的高端化，结果仅仅是把手机定价提高到了7000元，而净利润却反而下滑了八成，反观<a href=\"https://laohu8.com/S/AAPL\">苹果</a>却凭借着差异化优势在高端机市场一路狂飙。</p><p>如今追求<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>体验的新能源车也是如此，国内唯一盈利的车企<a href=\"https://laohu8.com/S/002594\">比亚迪</a>也正是由于智能化程度不高，而仅有2.4%的净利率。</p><p>为了让G9真正成为主流高端车系列中的一员，何小鹏为其配上了一把三叉戟：</p><p>智能化解放司机双手</p><p>快充解决续航焦虑</p><p>小鹏音乐厅</p><p><b>智能化是软硬件结合的综合呈现，为了提升智能化能力G9在这两方面都有了升级。</b>在硬件方面，为了提升对外界环境的感知能力，小鹏G9配备了31一个感知硬件，其中包括价格昂贵的2个激光雷达，辅助驾驶芯片算力由原先30Tops，升级到了508Tops。</p><p>在软件方面，G9成为首款可以应用XNGP（第二代辅助驾驶系统）的车型，用何小鹏的话来说：“智能汽车迈向无人驾驶汽车前的最后一代。”</p><p>不过要想实现XNGP系统的主要功能，要到两年后能视情况逐渐发挥，在此之前仍处在“有条件”实现阶段。</p><p>快充方面，G9实现了充电5分钟、续航200km，从10%充到80%最快仅需15分钟，前提是要用小鹏自己的充电桩或者是800V的超充桩。</p><p>这玩意今年预计能建50个左右。按照小鹏的计划，到2025年才能实现累计投运超过2000座超快充站。对比特斯拉目前超级充电桩有8900多个，显然有些落后。</p><p>最后则是汽车空间设计，隔壁蔚来有ES7“第二起居室”，强调安全，舒适；理想L9的“移动的家”，让车成为家的延伸；而小鹏一如既往继续主打“小鹏音乐厅”，突出汽车的影视体验。</p><p>这个车载音箱只能说是仁者见仁智者见智的东西了。</p><p>综上，这三叉戟基本都是真正的“未来”科技。</p><p>回到这个30W以上的市场本身，来看小鹏G9月销万辆的目标。</p><p><img src=\"https://static.tigerbbs.com/2e5c02c619074a6a894e695f5fe732ee\" tg-width=\"1080\" tg-height=\"918\" referrerpolicy=\"no-referrer\"/></p><p>从整体来看，售价30万以上的汽车（包括新能源和燃油车）2021年销量为211.4万辆，分解到每个月大约是17.5万辆左右，而30万以下市场月销量约150万辆。</p><p>从购车人群来看，购买30万以上汽车的购车人群短时间很难突破。以一辆价值30万的汽车，按照首付比15万来计算，每个月需要偿还的车贷在6000块钱左右，而我国城镇私营单位就业人员月均薪资刚超过5000不久。</p><p><img src=\"https://static.tigerbbs.com/ca726df3aea90be1be49859d106daa36\" tg-width=\"1080\" tg-height=\"918\" referrerpolicy=\"no-referrer\"/></p><p><b>30万以上的车型总蛋糕不大，且增速还出现下滑趋势，同时还充满了强劲的竞争对手。</b></p><p>作为新能源SUV，首先要面对的就是特斯拉的Model Y。目前特斯拉一个季度可以交付6-7万辆左右Model Y，其中很大一部分原因在于仍然需要向欧洲出口。之后随着德国柏林产能释放，Model Y极限月交付能力约能达到5万辆以上。</p><p>除去特斯拉的Model Y，小鹏面对的竞争对手还有国内的新势力们。首先是纯电方面，目前其他车企总共月交付在1.5-2万辆左右，最大的增长点主要来自蔚来ET7，伴随着ET5的正式交付，整体月交付可能达到3-4万辆左右。</p><p>然后是增程车型，理想抢先发布的L9，车身尺寸明显比小鹏G9大一截，而从以往的经验来看大尺寸车虽然更贵，但还是会比小尺寸车更好卖。而理想为了吃下更大的蛋糕，还将发布L8来抢夺更多的份额，再加上问界M7等车型，这又要吃掉3-4万辆的市场份额。[3]</p><p>剩下的空间其实已经很有限，这月销一万辆基本只能从其它家身上抢。</p><p><b>时间紧，任务重。你们会买吗？</b></p></body></html>","source":"lsy1646381309948","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>“梦中情车”G9：肩负着提振小鹏毛利率的大任</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; 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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“梦中情车”G9：肩负着提振小鹏毛利率的大任\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-22 20:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/KhHqj1kHQFAKOKmMaW6QEA><strong>有数DataVision</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月21日晚，小鹏汽车终于发布了一款去年11月就亮相的，被何小鹏称为“梦中情车”的--小鹏G9。最早亮相，却晚于同为中大型SUV的蔚来ES7、理想L9的上市交付，友商对标库里南，小鹏也把保时捷卡宴和迈巴赫GLS拉出来溜溜。在这个各家都在争抢的“最具性价比”的中高端价格带上，小鹏无疑是先发后至的那一位。小鹏G9通过六款不同的车型，定价落在30.99万-46.99万，是小鹏最贵的SUV，这差价够买一辆...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/KhHqj1kHQFAKOKmMaW6QEA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"BK1587":"次新股","BK4099":"汽车制造商","BK1588":"回港中概股","BK1575":"同股不同权","BK1119":"汽车制造商","BK4551":"寇图资本持仓","BK1539":"汽车股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","09868":"小鹏汽车-W","BK4526":"热门中概股","BK4505":"高瓴资本持仓","BK4555":"新能源车","XPEV":"小鹏汽车"},"source_url":"https://mp.weixin.qq.com/s/KhHqj1kHQFAKOKmMaW6QEA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106073449","content_text":"9月21日晚，小鹏汽车终于发布了一款去年11月就亮相的，被何小鹏称为“梦中情车”的--小鹏G9。最早亮相，却晚于同为中大型SUV的蔚来ES7、理想L9的上市交付，友商对标库里南，小鹏也把保时捷卡宴和迈巴赫GLS拉出来溜溜。在这个各家都在争抢的“最具性价比”的中高端价格带上，小鹏无疑是先发后至的那一位。小鹏G9通过六款不同的车型，定价落在30.99万-46.99万，是小鹏最贵的SUV，这差价够买一辆G3i了，但它身上其实只背负了一个目标：拯救小鹏的毛利率。何小鹏本人曾说过：“年销10万辆是一切可能的前提”。这话不无道理，毕竟纯电车企唯一盈利的特斯拉正是如此：特斯拉在2017年年销量超过10万辆，三年后的2020年销量达到50万辆时，净利润首次转正达到56.2亿元。10万生死线对小鹏来说已不是问题：截止今年前8个月，小鹏实现9万辆交付。然而与之对应的，则是特斯拉在跨越这道生死线之时，毛利率已高达18.9%，而小鹏如今只有11%。要想实现何小鹏期待的“公司毛利率提升到25%以上”，上探价格带势在必行，而捅破30W这层窗户纸的G9首先正是承担这一职责。除了单价，利润的另一面则是销量。小鹏G9的出现，完善了小鹏的产品矩阵。自燃油车时代起，盈利能力最强的企业从不是劳斯莱斯或者保时捷，福特和丰田才是价值之王，而它们都有一个特点：牢牢抓住了15-40万元这个中高端价格段市场，是因为这个价格段一方面价格不高易于接受，销量有所保证，同时有充足的利润空间，在价格与销量两个方面取得平衡。而此前的小鹏在轿车领域有P5和P7的互补，SUV领域仅有一款中低端定位的G3i，相比于特斯拉拥有的Model Y和Model X、理想的ONE和L9、蔚来ES7，G9总算是补上了这个价格带的空白。产品矩阵完善后，既能进一步打开小鹏的潜在客户群，也能给那些原本就想买小鹏汽车的消费者多一个选择，而这些一定程度上都可以提振自身日渐低迷的销量---年初领头羊，现已被蔚来超越。被寄托了“量价齐升”的G9目的就很清晰了：小鹏也在寻求高端化的路线。如今的新能源车竞争其实可以从消费电子身上找到一些影子，小米说了这么多年的高端化，结果仅仅是把手机定价提高到了7000元，而净利润却反而下滑了八成，反观苹果却凭借着差异化优势在高端机市场一路狂飙。如今追求智能体验的新能源车也是如此，国内唯一盈利的车企比亚迪也正是由于智能化程度不高，而仅有2.4%的净利率。为了让G9真正成为主流高端车系列中的一员，何小鹏为其配上了一把三叉戟：智能化解放司机双手快充解决续航焦虑小鹏音乐厅智能化是软硬件结合的综合呈现，为了提升智能化能力G9在这两方面都有了升级。在硬件方面，为了提升对外界环境的感知能力，小鹏G9配备了31一个感知硬件，其中包括价格昂贵的2个激光雷达，辅助驾驶芯片算力由原先30Tops，升级到了508Tops。在软件方面，G9成为首款可以应用XNGP（第二代辅助驾驶系统）的车型，用何小鹏的话来说：“智能汽车迈向无人驾驶汽车前的最后一代。”不过要想实现XNGP系统的主要功能，要到两年后能视情况逐渐发挥，在此之前仍处在“有条件”实现阶段。快充方面，G9实现了充电5分钟、续航200km，从10%充到80%最快仅需15分钟，前提是要用小鹏自己的充电桩或者是800V的超充桩。这玩意今年预计能建50个左右。按照小鹏的计划，到2025年才能实现累计投运超过2000座超快充站。对比特斯拉目前超级充电桩有8900多个，显然有些落后。最后则是汽车空间设计，隔壁蔚来有ES7“第二起居室”，强调安全，舒适；理想L9的“移动的家”，让车成为家的延伸；而小鹏一如既往继续主打“小鹏音乐厅”，突出汽车的影视体验。这个车载音箱只能说是仁者见仁智者见智的东西了。综上，这三叉戟基本都是真正的“未来”科技。回到这个30W以上的市场本身，来看小鹏G9月销万辆的目标。从整体来看，售价30万以上的汽车（包括新能源和燃油车）2021年销量为211.4万辆，分解到每个月大约是17.5万辆左右，而30万以下市场月销量约150万辆。从购车人群来看，购买30万以上汽车的购车人群短时间很难突破。以一辆价值30万的汽车，按照首付比15万来计算，每个月需要偿还的车贷在6000块钱左右，而我国城镇私营单位就业人员月均薪资刚超过5000不久。30万以上的车型总蛋糕不大，且增速还出现下滑趋势，同时还充满了强劲的竞争对手。作为新能源SUV，首先要面对的就是特斯拉的Model 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