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- Y大牛牛Y大牛牛
  ·2022-08-30
  $AMC院线(AMC)$没人了吗？
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- Y大牛牛Y大牛牛
  ·2022-07-22
  $特斯拉(TSLA)$为什么今天会涨林志颖还在医院呢
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- Y大牛牛Y大牛牛
  ·2021-12-03
  $滴滴(DIDI)$把老柳拉出来五马分尸
  2,571 评论
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- Y大牛牛Y大牛牛
  ·2021-10-04
  $蔚来(NIO)$完犊子了
  2,350 评论
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- Y大牛牛Y大牛牛
  ·2021-09-01
  理想又不是纯电动拿出来比有毛线意思
  8月份理想交付量持续领先小鹏、蔚来环比下降
  9月1日，造车新势力“蔚小理”公布了8月份各自的交付数据，理想连续两月拔得头筹，蔚来、小鹏环比均有下降。蔚来受限下调预期蔚来汽车（NIO.US）公布的数据显示，8月份共交付了5880辆汽车， ...
  8月份理想交付量持续领先小鹏、蔚来环比下降
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- Y大牛牛Y大牛牛
  ·2021-07-14
  $Sundial Growers Inc.(SNDL)$就这啊卧槽
  2,110 评论
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- Y大牛牛Y大牛牛
  ·2021-06-17
  $Sundial Growers Inc.(SNDL)$看看奥罗拉好意思吗？
  2,884 评论
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- Y大牛牛Y大牛牛
  ·2021-06-14
  $Sundial Growers Inc.(SNDL)$美国散户进来秀一波不香吗就是不来
  2,188 评论
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- Y大牛牛Y大牛牛
  ·2021-03-04
  $蔚来(NIO)$山顶了
  2,031 评论
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- Y大牛牛Y大牛牛
  ·2021-02-05
  $蔚来(NIO)$从来没有过涨停
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拿出来比有毛线意思","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816460695","repostId":"2164818061","repostType":2,"repost":{"id":"2164818061","kind":"news","pubTimestamp":1630507363,"share":"https://www.laohu8.com/m/news/2164818061?lang=&edition=full","pubTime":"2021-09-01 22:42","market":"sh","language":"zh","title":"8月份理想交付量持续领先 小鹏、蔚来环比下降","url":"https://stock-news.laohu8.com/highlight/detail?id=2164818061","media":"银柿财经","summary":"9月1日，造车新势力“蔚小理”公布了8月份各自的交付数据，理想连续两月拔得头筹，蔚来、小鹏环比均有下降。蔚来受限下调预期蔚来汽车（NIO.US）公布的数据显示，8月份共交付了5880辆汽车， ...","content":"<html><body><div>\n<p>　　9月1日，造车新势力“蔚小理”公布了8月份各自的交付数据，理想连续两月拔得头筹，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏环比均有下降。</p><p>　　<strong>蔚来受限下调预期</strong></p><p>　　蔚来汽车（NIO.US）公布的数据显示，8月份共交付了5880辆汽车，同比增长48.3%，环比减少25.86%，包括1738辆ES8、2342辆ES6以及1800辆EC6。截至8月31日，上述三种车型累计共交付131408辆。</p><p>　　蔚来提及，在需求增加的推动下，公司的新订单数量在8月达到了历史最高水平，但生产方面，尤其是ES6和EC6的制造，因供应链受限，受到了很大的影响。同时考虑到后续半导体供应的不确定性，蔚来下调第三季度的交付前景，从原来的23000辆~25000辆下调至22500辆~23500辆。</p><p>　　蔚来表示，受疫情影响，ES6/EC6的A/B柱内饰板单一供应商南条全兴工厂停产了一段时间；马来西亚的疫情影响了ST<a href=\"https://laohu8.com/S/STM\">意法半导体</a>的芯片生产，该公司是博世ESP的供应商，从而影响了博世对蔚来ESP的供应。</p><p>　　此前博世(中国)投资有限公司执行副总裁徐大全的一则朋友圈在网上流传，在文中徐大全表示，由于马来西亚疫情严重，某半导体芯片供应商的马来西亚Muar工厂继之前数周关厂，再度被当地政府要求关闭部分生产线至 8月21日，这将导致博世ESP/IPB、VCU、TCU等芯片受到直接影响。</p><p>　　<strong>小鹏P7表现强势</strong></p><p>　　<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>（9868.HK/XPEV.US）8月份共交付7214辆车，同比增长172%，环比减少10.27%，其中包括6165辆P7以及1049辆G3。1月份到8月份，小鹏累计交付45992辆，同比增长334%。P7持续强势表现，8月份再创月度新高，同比增长209%。</p><p>　　小鹏汽车称，公司完成了G3到G3i的生产切换，因此G3的部分订单在8月份受到影响，预计G3i将于9月份开始交付。此外，公司推出的第三款量产车型P5，也将在10月份开始交付。</p><p>　　据悉，小鹏肇庆工厂已经于8月份开始每天安排两个生产班次。肇庆工厂二期扩建项目已经启动，在明年上半年内，肇庆工厂设计产能将提高到每年超过20万辆；广州工厂建设进展顺利，预计明年三季度可以正式开始量产。</p><p>　　<strong>理想月交付量创新高</strong></p><p>　　相比之下，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>（02015.HK/LI.US）的交付量不降反增，今年8月份交付9433辆理想ONE，同比增长248.0%，环比增长9.8%，再创公司的月度交付新纪录。2021年前8个月，理想ONE总交付量已达48176辆，自推出该车型以来，累计交付量已达81773辆。</p><p>　　据理想汽车披露，截至2021年8月31日，公司已有114家零售中心，覆盖69个城市；售后维修中心及理想汽车授权钣喷中心194家，覆盖143个城市。</p><p contenteditable=\"false\" loaded=\"success-image\"><img src=\"http://e.thsi.cn/img/275d78cafcb7e4a4\"/></p><p>　　银柿财经记者发现，今年上半年，蔚来的月交付量一直处于领先位置，但在7月份、8月份却排名垫底。理想则在5月份2021款理想ONE上市后“奋起直追”，在6月份超越小鹏，7月份、8月份连续两月位居第一。</p><p>　　在公布交付数据之后，尽管有喜有忧，但三家公司在美股盘前却普遍下跌。截至发稿，蔚来大跌5.04%，小鹏汽车下跌2.73%，理想汽车微跌0.1%。</p>\n<p><strong>关注<a href=\"https://laohu8.com/S/300033\">同花顺</a>财经（ths518），获取更多机会</strong></p>\n<span></span>\n<div><span>责任编辑：cjh</span></div>\n</div></body></html>","source":"tonghuashun","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>8月份理想交付量持续领先 小鹏、蔚来环比下降</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n8月份理想交付量持续领先 小鹏、蔚来环比下降\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 22:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://stock.10jqka.com.cn/20210901/c632382471.shtml><strong>银柿财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月1日，造车新势力“蔚小理”公布了8月份各自的交付数据，理想连续两月拔得头筹，蔚来、小鹏环比均有下降。　　蔚来受限下调预期　　蔚来汽车（NIO.US）公布的数据显示，8月份共交付了5880辆汽车，同比增长48.3%，环比减少25.86%，包括1738辆ES8、2342辆ES6以及1800辆EC6。截至8月31日，上述三种车型累计共交付131408辆。　　蔚来提及，在需求增加的推动下，公司的新订单...</p>\n\n<a href=\"http://stock.10jqka.com.cn/20210901/c632382471.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车","NIO":"蔚来"},"source_url":"http://stock.10jqka.com.cn/20210901/c632382471.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2164818061","content_text":"9月1日，造车新势力“蔚小理”公布了8月份各自的交付数据，理想连续两月拔得头筹，蔚来、小鹏环比均有下降。　　蔚来受限下调预期　　蔚来汽车（NIO.US）公布的数据显示，8月份共交付了5880辆汽车，同比增长48.3%，环比减少25.86%，包括1738辆ES8、2342辆ES6以及1800辆EC6。截至8月31日，上述三种车型累计共交付131408辆。　　蔚来提及，在需求增加的推动下，公司的新订单数量在8月达到了历史最高水平，但生产方面，尤其是ES6和EC6的制造，因供应链受限，受到了很大的影响。同时考虑到后续半导体供应的不确定性，蔚来下调第三季度的交付前景，从原来的23000辆~25000辆下调至22500辆~23500辆。　　蔚来表示，受疫情影响，ES6/EC6的A/B柱内饰板单一供应商南条全兴工厂停产了一段时间；马来西亚的疫情影响了ST意法半导体的芯片生产，该公司是博世ESP的供应商，从而影响了博世对蔚来ESP的供应。　　此前博世(中国)投资有限公司执行副总裁徐大全的一则朋友圈在网上流传，在文中徐大全表示，由于马来西亚疫情严重，某半导体芯片供应商的马来西亚Muar工厂继之前数周关厂，再度被当地政府要求关闭部分生产线至 8月21日，这将导致博世ESP/IPB、VCU、TCU等芯片受到直接影响。　　小鹏P7表现强势　　小鹏汽车（9868.HK/XPEV.US）8月份共交付7214辆车，同比增长172%，环比减少10.27%，其中包括6165辆P7以及1049辆G3。1月份到8月份，小鹏累计交付45992辆，同比增长334%。P7持续强势表现，8月份再创月度新高，同比增长209%。　　小鹏汽车称，公司完成了G3到G3i的生产切换，因此G3的部分订单在8月份受到影响，预计G3i将于9月份开始交付。此外，公司推出的第三款量产车型P5，也将在10月份开始交付。　　据悉，小鹏肇庆工厂已经于8月份开始每天安排两个生产班次。肇庆工厂二期扩建项目已经启动，在明年上半年内，肇庆工厂设计产能将提高到每年超过20万辆；广州工厂建设进展顺利，预计明年三季度可以正式开始量产。　　理想月交付量创新高　　相比之下，理想汽车（02015.HK/LI.US）的交付量不降反增，今年8月份交付9433辆理想ONE，同比增长248.0%，环比增长9.8%，再创公司的月度交付新纪录。2021年前8个月，理想ONE总交付量已达48176辆，自推出该车型以来，累计交付量已达81773辆。　　据理想汽车披露，截至2021年8月31日，公司已有114家零售中心，覆盖69个城市；售后维修中心及理想汽车授权钣喷中心194家，覆盖143个城市。　　银柿财经记者发现，今年上半年，蔚来的月交付量一直处于领先位置，但在7月份、8月份却排名垫底。理想则在5月份2021款理想ONE上市后“奋起直追”，在6月份超越小鹏，7月份、8月份连续两月位居第一。　　在公布交付数据之后，尽管有喜有忧，但三家公司在美股盘前却普遍下跌。截至发稿，蔚来大跌5.04%，小鹏汽车下跌2.73%，理想汽车微跌0.1%。\n关注同花顺财经（ths518），获取更多机会\n\n责任编辑：cjh","news_type":1},"isVote":1,"tweetType":1,"viewCount":1924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":144372623,"gmtCreate":1626270292562,"gmtModify":1626272102709,"author":{"id":"3516054419452902","authorId":"3516054419452902","name":"Y大牛牛","avatar":"https://static.tigerbbs.com/92adbbc886660ff2b3837c67cb246396","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516054419452902","authorIdStr":"3516054419452902"},"themes":[],"htmlText":"<a 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