Vanessa_Cao
2020-11-19
怎么从来没人分享过芯片的部分呢
7 Takeaways From Nio's Q3 Earnings Call<blockquote>蔚来第三季度盈利看涨期权的 7 点要点</blockquote>
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Power's China new energy vehicle experience index in September.</p><p><blockquote>蔚来在9月份J.D. Power中国新能源汽车体验指数中排名第一。</blockquote></p><p> Nio shrugged off <strong>Tesla Inc </strong>(NASDAQ:TSLA) competition by suggesting the competition for Tesla in China is between the Model Y and the Model 3, and that it has its own unique advantages in products and services.</p><p><blockquote>蔚来耸耸肩<strong>特斯拉公司</strong>（纳斯达克股票代码：TSLA）竞争表明，特斯拉在国内的竞争是在Model Y和Model 3之间，在产品和服务上有自己独特的优势。</blockquote></p><p> <strong>Nio On Margins: </strong>Nio said the vehicle margin received a boost from a favorable product mix, with more higher-priced ES8s sold.</p><p><blockquote><strong>蔚来谈利润率：</strong>蔚来表示，有利的产品组合提高了汽车利润率，销售了更多价格较高的 ES8。</blockquote></p><p> The cost of production declined 7,000 yuan ($1,067) per vehicle due to reduced battery pack costs and also EDS.</p><p><blockquote>由于电池组成本和 EDS 的降低，每辆车的生产成本下降了 7,000 元（1,067 美元）。</blockquote></p><p> <em>Related Link: Dalio's Bridgewater Nearly Doubled Stake In Nio As Institutional Investors Pile Into EV Maker</em></p><p><blockquote><em>相关链接：随着机构投资者涌入电动汽车制造商，Dalio 旗下 Bridgewater 在蔚来的股份几乎翻了一番</em></blockquote></p><p> <strong>The BaaS Effect: </strong> Nio rolled out its battery-as-a-service program in the third quarter. The company discussed the impact of the service on deliveries and orders.</p><p><blockquote><strong>BaaS效应：</strong>蔚来在第三季度推出了电池即服务计划。该公司讨论了该服务对交付和订单的影响。</blockquote></p><p> Since the launch of BaaS, NIO said it has successfully closed the loop through vehicle-battery separation, battery subscriptions and chargeable, swappable and upgradable battery solutions.</p><p><blockquote>自BaaS推出以来，蔚来表示已通过车电分离、电池订阅以及可充电、可更换和可升级的电池解决方案成功闭环。</blockquote></p><p> New order intake broke Nio's projections and was at a record in October thanks to the BaaS boost.</p><p><blockquote>由于 BaaS 的推动，新订单量打破了蔚来的预期，10 月份创下历史新高。</blockquote></p><p> The pick-up rate for BaaS reached 35% for the first half of November.</p><p><blockquote>11月上半月，BaaS的提货率达到35%。</blockquote></p><p> <strong>Nio's Production Capacity: </strong>Nio targets expanding the overall supply chain production capacity to 7,500 units per month in January 2021, up from 5,000 units per month.</p><p><blockquote><strong>蔚来的产能：</strong>蔚来的目标是到 2021 年 1 月将整体供应链产能从每月 5,000 台扩大到每月 7,500 台。</blockquote></p><p> <strong>Nio's R&D Update: </strong> Nio also shed light on achievement on the R&D front and also investment.</p><p><blockquote><strong>蔚来研发更新：</strong>蔚来还阐述了R&D和投资方面的成就。</blockquote></p><p> Navigate-on-pilot, which was made available for use via firmware-over-the-air in October, has increased the competitiveness of Nio Pilot, the company said. </p><p><blockquote>该公司表示，飞行员导航于 10 月份通过空中固件提供，提高了蔚来飞行员的竞争力。</blockquote></p><p> More details on second-gen Nio Pilot will be shared at Nio Day.</p><p><blockquote>有关第二代蔚来飞行员的更多细节将在蔚来日分享。</blockquote></p><p> R&D investment is to be increased, primarily due to investment in NP 2.0.</p><p><blockquote>研发投入将会增加，主要是由于对NP 2.0的投入。</blockquote></p><p> <strong>Nio's Product Pipeline: </strong> Nio also announced vehicle launch plans.</p><p><blockquote><strong>蔚来的产品管线：</strong>蔚来还宣布了车辆发射计划。</blockquote></p><p> The company is working on new sedan on the NP 2.0 platform.</p><p><blockquote>该公司正在开发NP 2.0平台上的新型轿车。</blockquote></p><p> A second sedan model is also in the works.</p><p><blockquote>第二款轿车车型也在开发中。</blockquote></p><p> Nio expressed confidence in providing the most advanced chipset for NP 2.0 with the best performance in the industry, with more details to come at Nio Day.</p><p><blockquote>蔚来表示有信心为NP 2.0提供最先进的芯片组，具有业内最佳的性能，更多细节将在蔚来日公布。</blockquote></p><p> <strong>Nio's Globalization Plans: </strong>Nio plans to enter global EV market in the second half of 2021, and is planning a step-by-step foray.</p><p><blockquote><strong>蔚来的全球化计划：</strong>蔚来计划在2021年下半年进入全球电动汽车市场，并计划逐步进军。</blockquote></p><p> Outlining its globalization strategy, Nio said it will stick to its users and price model; reaffirm its premium brand positioning; and localize service to suit the European customers' needs.</p><p><blockquote>蔚来在概述其全球化战略时表示，将坚持其用户和价格模式；重申其高端品牌定位；并本地化服务，以满足欧洲客户的需求。</blockquote></p><p> <strong>NIO Price Action: </strong>At last check, Nio shares were slipping 5.73% to $43.92. </p><p><blockquote><strong>蔚来价格走势：</strong>最后一次检查时，蔚来股价下跌 5.73%，至 43.92 美元。</blockquote></p><p> <em>Courtesy photo. </em></p><p><blockquote><em>提供照片。</em></blockquote></p><p> </body></html></p><p><blockquote></blockquote></p><p></p>","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>7 Takeaways From Nio's Q3 Earnings Call<blockquote>蔚来第三季度盈利看涨期权的 7 点要点</blockquote></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; 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}\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: 12.5px; color: #7E829C; margin: 0;}\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\">\n7 Takeaways From Nio's Q3 Earnings Call<blockquote>蔚来第三季度盈利看涨期权的 7 点要点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2020-11-19 01:07</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><html><body><strong>Nio Inc – ADR </strong>(NYSE:NIO) reported strong third-quarter results Tuesday and issued upbeat guidance.</p><p><blockquote><html><body><strong>蔚来公司 – ADR</strong>（纽约证券交易所股票代码：NIO）周二公布了强劲的第三季度业绩，并发布了乐观的指引。</body></html></blockquote></p><p> Aside of the details revealed in the earnings release, the following are takeaways from the Chinese electric vehicle manufacturer's earnings call. </p><p><blockquote>除了财报发布中披露的细节外，以下是这家中国电动汽车制造商财报看涨期权的要点。</blockquote></p><p> <strong>Nio's Competitive Positioning: </strong> Nio's ES6 has been the fastest-selling electric SUV in China for 13 consecutive months.</p><p><blockquote><strong>蔚来的竞争定位：</strong>蔚来ES6已连续13个月成为中国最畅销的电动SUV。</blockquote></p><p> ES8 is now the top-selling premium electric SUV priced above 400,000 yuan ($60,933) in China.</p><p><blockquote>ES8 目前是中国售价超过 40 万元人民币（60,933 美元）的最畅销高端电动 SUV。</blockquote></p><p> Nio ranked first in J.D. Power's China new energy vehicle experience index in September.</p><p><blockquote>蔚来在9月份J.D. Power中国新能源汽车体验指数中排名第一。</blockquote></p><p> Nio shrugged off <strong>Tesla Inc </strong>(NASDAQ:TSLA) competition by suggesting the competition for Tesla in China is between the Model Y and the Model 3, and that it has its own unique advantages in products and services.</p><p><blockquote>蔚来耸耸肩<strong>特斯拉公司</strong>（纳斯达克股票代码：TSLA）竞争表明，特斯拉在国内的竞争是在Model Y和Model 3之间，在产品和服务上有自己独特的优势。</blockquote></p><p> <strong>Nio On Margins: </strong>Nio said the vehicle margin received a boost from a favorable product mix, with more higher-priced ES8s sold.</p><p><blockquote><strong>蔚来谈利润率：</strong>蔚来表示，有利的产品组合提高了汽车利润率，销售了更多价格较高的 ES8。</blockquote></p><p> The cost of production declined 7,000 yuan ($1,067) per vehicle due to reduced battery pack costs and also EDS.</p><p><blockquote>由于电池组成本和 EDS 的降低，每辆车的生产成本下降了 7,000 元（1,067 美元）。</blockquote></p><p> <em>Related Link: Dalio's Bridgewater Nearly Doubled Stake In Nio As Institutional Investors Pile Into EV Maker</em></p><p><blockquote><em>相关链接：随着机构投资者涌入电动汽车制造商，Dalio 旗下 Bridgewater 在蔚来的股份几乎翻了一番</em></blockquote></p><p> <strong>The BaaS Effect: </strong> Nio rolled out its battery-as-a-service program in the third quarter. The company discussed the impact of the service on deliveries and orders.</p><p><blockquote><strong>BaaS效应：</strong>蔚来在第三季度推出了电池即服务计划。该公司讨论了该服务对交付和订单的影响。</blockquote></p><p> Since the launch of BaaS, NIO said it has successfully closed the loop through vehicle-battery separation, battery subscriptions and chargeable, swappable and upgradable battery solutions.</p><p><blockquote>自BaaS推出以来，蔚来表示已通过车电分离、电池订阅以及可充电、可更换和可升级的电池解决方案成功闭环。</blockquote></p><p> New order intake broke Nio's projections and was at a record in October thanks to the BaaS boost.</p><p><blockquote>由于 BaaS 的推动，新订单量打破了蔚来的预期，10 月份创下历史新高。</blockquote></p><p> The pick-up rate for BaaS reached 35% for the first half of November.</p><p><blockquote>11月上半月，BaaS的提货率达到35%。</blockquote></p><p> <strong>Nio's Production Capacity: </strong>Nio targets expanding the overall supply chain production capacity to 7,500 units per month in January 2021, up from 5,000 units per month.</p><p><blockquote><strong>蔚来的产能：</strong>蔚来的目标是到 2021 年 1 月将整体供应链产能从每月 5,000 台扩大到每月 7,500 台。</blockquote></p><p> <strong>Nio's R&D Update: </strong> Nio also shed light on achievement on the R&D front and also investment.</p><p><blockquote><strong>蔚来研发更新：</strong>蔚来还阐述了R&D和投资方面的成就。</blockquote></p><p> Navigate-on-pilot, which was made available for use via firmware-over-the-air in October, has increased the competitiveness of Nio Pilot, the company said. </p><p><blockquote>该公司表示，飞行员导航于 10 月份通过空中固件提供，提高了蔚来飞行员的竞争力。</blockquote></p><p> More details on second-gen Nio Pilot will be shared at Nio Day.</p><p><blockquote>有关第二代蔚来飞行员的更多细节将在蔚来日分享。</blockquote></p><p> R&D investment is to be increased, primarily due to investment in NP 2.0.</p><p><blockquote>研发投入将会增加，主要是由于对NP 2.0的投入。</blockquote></p><p> <strong>Nio's Product Pipeline: </strong> Nio also announced vehicle launch plans.</p><p><blockquote><strong>蔚来的产品管线：</strong>蔚来还宣布了车辆发射计划。</blockquote></p><p> The company is working on new sedan on the NP 2.0 platform.</p><p><blockquote>该公司正在开发NP 2.0平台上的新型轿车。</blockquote></p><p> A second sedan model is also in the works.</p><p><blockquote>第二款轿车车型也在开发中。</blockquote></p><p> Nio expressed confidence in providing the most advanced chipset for NP 2.0 with the best performance in the industry, with more details to come at Nio Day.</p><p><blockquote>蔚来表示有信心为NP 2.0提供最先进的芯片组，具有业内最佳的性能，更多细节将在蔚来日公布。</blockquote></p><p> <strong>Nio's Globalization Plans: </strong>Nio plans to enter global EV market in the second half of 2021, and is planning a step-by-step foray.</p><p><blockquote><strong>蔚来的全球化计划：</strong>蔚来计划在2021年下半年进入全球电动汽车市场，并计划逐步进军。</blockquote></p><p> Outlining its globalization strategy, Nio said it will stick to its users and price model; reaffirm its premium brand positioning; and localize service to suit the European customers' needs.</p><p><blockquote>蔚来在概述其全球化战略时表示，将坚持其用户和价格模式；重申其高端品牌定位；并本地化服务，以满足欧洲客户的需求。</blockquote></p><p> <strong>NIO Price Action: </strong>At last check, Nio shares were slipping 5.73% to $43.92. </p><p><blockquote><strong>蔚来价格走势：</strong>最后一次检查时，蔚来股价下跌 5.73%，至 43.92 美元。</blockquote></p><p> <em>Courtesy photo. </em></p><p><blockquote><em>提供照片。</em></blockquote></p><p> </body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/node/18428391","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2084542336","content_text":"Nio Inc – ADR (NYSE:NIO) reported strong third-quarter results Tuesday and issued upbeat guidance.\nAside of the details revealed in the earnings release, the following are takeaways from the Chinese electric vehicle manufacturer's earnings call. \nNio's Competitive Positioning: Nio's ES6 has been the fastest-selling electric SUV in China for 13 consecutive months.\nES8 is now the top-selling premium electric SUV priced above 400,000 yuan ($60,933) in China.\nNio ranked first in J.D. Power's China new energy vehicle experience index in September.\nNio shrugged off Tesla Inc (NASDAQ:TSLA) competition by suggesting the competition for Tesla in China is between the Model Y and the Model 3, and that it has its own unique advantages in products and services.\nNio On Margins: Nio said the vehicle margin received a boost from a favorable product mix, with more higher-priced ES8s sold.\nThe cost of production declined 7,000 yuan ($1,067) per vehicle due to reduced battery pack costs and also EDS.\nRelated Link: Dalio's Bridgewater Nearly Doubled Stake In Nio As Institutional Investors Pile Into EV Maker\nThe BaaS Effect: Nio rolled out its battery-as-a-service program in the third quarter. The company discussed the impact of the service on deliveries and orders.\nSince the launch of BaaS, NIO said it has successfully closed the loop through vehicle-battery separation, battery subscriptions and chargeable, swappable and upgradable battery solutions.\nNew order intake broke Nio's projections and was at a record in October thanks to the BaaS boost.\nThe pick-up rate for BaaS reached 35% for the first half of November.\nNio's Production Capacity: Nio targets expanding the overall supply chain production capacity to 7,500 units per month in January 2021, up from 5,000 units per month.\nNio's R&D Update: Nio also shed light on achievement on the R&D front and also investment.\nNavigate-on-pilot, which was made available for use via firmware-over-the-air in October, has increased the competitiveness of Nio Pilot, the company said. \nMore details on second-gen Nio Pilot will be shared at Nio Day.\nR&D investment is to be increased, primarily due to investment in NP 2.0.\nNio's Product Pipeline: Nio also announced vehicle launch plans.\nThe company is working on new sedan on the NP 2.0 platform.\nA second sedan model is also in the works.\nNio expressed confidence in providing the most advanced chipset for NP 2.0 with the best performance in the industry, with more details to come at Nio Day.\nNio's Globalization Plans: Nio plans to enter global EV market in the second half of 2021, and is planning a step-by-step foray.\nOutlining its globalization strategy, Nio said it will stick to its users and price model; reaffirm its premium brand positioning; and localize service to suit the European customers' needs.\nNIO Price Action: At last check, Nio shares were slipping 5.73% to $43.92. \nCourtesy photo.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2493,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":30,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/390372767"}
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