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Engu
2024-04-09
$蔚来(NIO)$
昨天要卖滴滴买蔚来的,睡着了[流泪] [流泪] [流泪]
Engu
2023-01-13
$DiDi Global Inc.(DIDIY)$
下周上线APP
Engu
2022-12-29
$DiDi Global Inc.(DIDIY)$
感觉明显有人在压价格啊
Engu
2022-12-27
$DiDi Global Inc.(DIDIY)$
不知道元旦前能否上架
Engu
2022-07-21
$DiDi Global Inc.(DIDIY)$
肯定比原来少,我估计年底会回到400亿美金
Engu
2021-08-04
一个月的销量就能断定蔚来小鹏掉队了,也是厉害!
7月销量微妙变化:交付量不敌理想、小鹏 蔚来掉队了
Engu
2021-08-03
不敢苟同
抱歉,原内容已删除
Engu
2017-12-15
支付宝入金失败了
支付宝不能入金了?今天退回来了!
支付宝入金失败了
Engu
2017-04-08
与服务器断开连接
每次登录都会提示与服务器断开连接,网络故障正在重新连接服务器,但是使用是正常的,是什么原因。
与服务器断开连接
去老虎APP查看更多动态
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Inc.(DIDIY)$肯定比原来少,我估计年底会回到400亿美金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686553895","isVote":1,"tweetType":1,"viewCount":2039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890015780,"gmtCreate":1628066384440,"gmtModify":1628066384440,"author":{"id":"3452256789820451","authorId":"3452256789820451","name":"Engu","avatar":"https://static.tigerbbs.com/59eaff0342516ddcbd75d88028570315","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3452256789820451","authorIdStr":"3452256789820451"},"themes":[],"htmlText":"一个月的销量就能断定蔚来小鹏掉队了,也是厉害!","listText":"一个月的销量就能断定蔚来小鹏掉队了,也是厉害!","text":"一个月的销量就能断定蔚来小鹏掉队了,也是厉害!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890015780","repostId":"2156174920","repostType":2,"repost":{"id":"2156174920","kind":"news","pubTimestamp":1628059300,"share":"https://ttm.financial/m/news/2156174920?lang=&edition=full","pubTime":"2021-08-04 14:41","market":"sh","language":"zh","title":"7月销量微妙变化:交付量不敌理想、小鹏 蔚来掉队了","url":"https://stock-news.laohu8.com/highlight/detail?id=2156174920","media":"商业观察","summary":"炣燃科技8月4日讯(郭超)近日,造车新势力纷纷公布了7月份销量成绩,新能源的头部三家也是有人欢喜有人忧,相比长期销量的“蔚小理”的排名也发生了微妙变化。在“蔚小理”三兄弟7月的销量 ...","content":"<html><body><div>\n<p contenteditable=\"false\"><img src=\"https://e.thsi.cn/img/b42fce7485b5dc05\"/></p><p> 炣燃科技8月4日讯(郭超)近日,造车新势力纷纷公布了7月份销量成绩,新能源的头部三家也是有人欢喜有人忧,相比长期销量的“蔚小理”的排名也发生了微妙变化。</p><p> 在“蔚小理”三兄弟7月的销量排行榜中,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>成为了冠军,交付8589辆,小鹏位居第二,交付了8040辆。而长期交付稳居榜首的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>仅交付了7931辆,“掉队”至到第三位。在刚刚过去的6月份蔚来首次突破了8000辆大关,仅一个月之后,小鹏和理想即迎头赶上。</p><p> 对此,蔚来的回应是:供应链产能未能满足需求。</p><p> 除了头部三家,作为新能源后起之秀的第二梯队交付量也相当亮眼。根据哪吒汽车公布的数据显示,7月份哪吒汽车的交付量首次突破6000辆,达6011辆,同比增加392%。此外,数据显示,领跑汽车7月份的订单突破6000辆,实际交付为4404辆,同比增长666%。</p><p> <a href=\"https://laohu8.com/S/601995\">中金公司</a>(601995)认为,新能源汽车相比其他行业优势明显,未来3-5年仍处于较快成长期,预计外资配置比例会有所提升。</p><p> “蔚小理”从排名就能看出蔚来的地位,一直处于在第一梯队的头部。作为中国造车新势力的代表,蔚来销量常年稳居第一,市值与股价翻了好几倍。</p><p> 不过,蔚来的“掉队”,可预见的是造车的新一轮残酷战局又来了。</p><p> 众所周知,当初如雨后春笋般纷纷冒出的造车新势力,在经历了车市风雨的洗礼和市场淘汰赛后,如今剩下来的也是屈指可数,但是如今,无论是面对频繁降价的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,还是<a href=\"https://laohu8.com/S/002594\">比亚迪</a>(002594)、大众等传统行业在新能源的逐渐发力,经过淘汰赛幸存的造车新势力,也感到了明显的市场压力。</p><p> <strong>理想、小鹏反超蔚来</strong></p><p> 下半年刚开始,蔚来老大的位置没了,“蔚小理”变成了“理小蔚”。</p><p> 销量起伏很正常,但这次对于蔚来来说,屈居第三名并不正常。</p><p> 2020年的四个季度,蔚来的交付量都吊打小鹏和理想。即便是今年的上半年,蔚来的交付量依旧是第一,交付了41956辆,远超小鹏和理想交付量30738辆与30154辆。尤其是理想,5月份一度掉出了造车新势力销量排行榜的前三名。</p><p> 在国内头部三家造车新势力中,理想发力最晚,走增程式路线,而且只有一款车型单兵作战。今年5月理想推出改版的理想ONE新车,对原款增程电动系统、理想AD高级辅助驾驶、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>座舱、乘坐舒适性进行了升级。改款做了很大增量的同时价格仅仅贵了1万元。</p><p> 正因如此,理想<a href=\"https://laohu8.com/S/AONE.U\">one</a>改款促使了6月与7月份交付量的递增。</p><p> 在理想汽车创始人李想看来,“真正的电动车是能够以爆款形式存在的,单一车型月销量过万是智能电动车的及格线。”</p><p> 理想成绩表现优秀,小鹏也毫不示弱。</p><p> <a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>7月交付新车8040台,同比增228%,环比上涨22%。其中,7月小鹏P7交付6054台,占当月销量七成以上,这也是小鹏汽车的主力车型。</p><p> 值得一提的是,小鹏为了拉低P7的入门门槛,在今年5月推出了磷酸铁锂版本,首月即推动P7整体月交付量打破历史纪录,较4月环比大增27%。</p><p> 目前,小鹏全新改款G3i已经正式发布,计划9月开启交付。小鹏P5也在7月17日开启预售,价格区间在16-23万元。G3i和P5的规模交付,有望推动小鹏汽车交付量再创新高。</p><p> 反观一直保持“我们不降价”策略的蔚来,在各家为了促销,或推出低价版的车型,或推出性价比更高的改款车,蔚来一直保持沉默,并没有推出符合市场预期的车型,也难免会与前两者出现增长的落差。</p><p> 汽车行业分析师张翔对接受澎湃新闻采访时表示,未来车企的竞争焦点肯定还是争夺市场份额,努力成为行业龙头和细分市场的龙头。“月销量过万”肯定也会是“蔚小理”争夺目标之一,因为这会给市场和消费者留下深刻印象,提升自身的畅销度。</p><p> 同时张翔也提到,“蔚小理”产品矩阵不同,各自的强项也不同。理想主打性价比,小鹏主打智能汽车,蔚来主打用户体验,三家车企的细分市场是不同的。此外,三者之中,蔚来车价最高,汽车平均售价为43万,远高于小鹏和理想。作为<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌,蔚来的销量比中级车低一些是正常现象。</p><p> <strong>“鲶鱼”搅动新一轮的战局</strong></p><p> 正如上文所述,在经历过最初的洗礼与淘汰后,特斯拉近两年的降价或又将搅动新一轮的战局。</p><p> 为了抢夺市场,特斯拉多次祭出杀手锏。先是国产Model 3,而后是Model Y的价格狂降。目前无论是特斯拉Model 3还是Model Y的价格已经进入20万元-30万元区间。</p><p> 今年1月初,乘联会秘书长崔东树就预测,Model Y在中国可能会卖得比Model 3更好。</p><p> 目前造车新势力中虽然并未出现明显的降价现象,不过,理想的增配与小鹏拉低P7的入门门槛,客观的说,两者多少也有些受其影响因素。</p><p> 蔚来创始人李斌说蔚来汽车不降价,因为他认为,降价是对老用户的情感伤害,“对已经选择我们的用户要有感恩的心,要善待他们。这是一个企业的底线,每个企业的底线不太一样。”</p><p> 尽管特斯拉的负面新闻不断,但是特斯拉Model Y在中国区的销量节节攀升。6月份,Model Y在中国区的销量为16515辆,上半年,特斯拉Model Y的销量为46180辆。</p><p> 特斯拉Model Y蔚来的两款车型EC6、ES6都是中型SUV,而后者价格区间都是在30-40万元之间。蔚来ES6上市至今,其月销量一直在2000-4000辆之间徘徊,而EC6销量徘徊在1000-3000辆。</p><p> 数据显示,小鹏汽车5月交付5686辆,6月份交付6565量,蔚来5月交付6711辆,6月份交付了8083辆,到了7月份交付不升反降,仅有7931辆交付量成绩。Model Y 的降价,单单从7月份看,似乎扑灭了蔚来上升迅猛的势头。</p><p> 不久前,特斯拉又将标准续航升级版的价格再次下调1.5万元,将Model 3的价格与小鹏P7的价格拉至接近,特斯拉此举能否打断小鹏上升的趋势,还是有待观察。</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:jdm</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>7月销量微妙变化:交付量不敌理想、小鹏 蔚来掉队了</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; 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.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\">\n7月销量微妙变化:交付量不敌理想、小鹏 蔚来掉队了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 14:41 北京时间 <a href=http://stock.10jqka.com.cn/hks/20210804/c631555229.shtml><strong>商业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炣燃科技8月4日讯(郭超)近日,造车新势力纷纷公布了7月份销量成绩,新能源的头部三家也是有人欢喜有人忧,相比长期销量的“蔚小理”的排名也发生了微妙变化。 在“蔚小理”三兄弟7月的销量排行榜中,理想汽车成为了冠军,交付8589辆,小鹏位居第二,交付了8040辆。而长期交付稳居榜首的蔚来仅交付了7931辆,“掉队”至到第三位。在刚刚过去的6月份蔚来首次突破了8000辆大关,仅一个月之后,小鹏和理想即...</p>\n\n<a href=\"http://stock.10jqka.com.cn/hks/20210804/c631555229.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/31b71d696bed7d7f2622aa052fa49f99","relate_stocks":{},"source_url":"http://stock.10jqka.com.cn/hks/20210804/c631555229.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2156174920","content_text":"炣燃科技8月4日讯(郭超)近日,造车新势力纷纷公布了7月份销量成绩,新能源的头部三家也是有人欢喜有人忧,相比长期销量的“蔚小理”的排名也发生了微妙变化。 在“蔚小理”三兄弟7月的销量排行榜中,理想汽车成为了冠军,交付8589辆,小鹏位居第二,交付了8040辆。而长期交付稳居榜首的蔚来仅交付了7931辆,“掉队”至到第三位。在刚刚过去的6月份蔚来首次突破了8000辆大关,仅一个月之后,小鹏和理想即迎头赶上。 对此,蔚来的回应是:供应链产能未能满足需求。 除了头部三家,作为新能源后起之秀的第二梯队交付量也相当亮眼。根据哪吒汽车公布的数据显示,7月份哪吒汽车的交付量首次突破6000辆,达6011辆,同比增加392%。此外,数据显示,领跑汽车7月份的订单突破6000辆,实际交付为4404辆,同比增长666%。 中金公司(601995)认为,新能源汽车相比其他行业优势明显,未来3-5年仍处于较快成长期,预计外资配置比例会有所提升。 “蔚小理”从排名就能看出蔚来的地位,一直处于在第一梯队的头部。作为中国造车新势力的代表,蔚来销量常年稳居第一,市值与股价翻了好几倍。 不过,蔚来的“掉队”,可预见的是造车的新一轮残酷战局又来了。 众所周知,当初如雨后春笋般纷纷冒出的造车新势力,在经历了车市风雨的洗礼和市场淘汰赛后,如今剩下来的也是屈指可数,但是如今,无论是面对频繁降价的特斯拉,还是比亚迪(002594)、大众等传统行业在新能源的逐渐发力,经过淘汰赛幸存的造车新势力,也感到了明显的市场压力。 理想、小鹏反超蔚来 下半年刚开始,蔚来老大的位置没了,“蔚小理”变成了“理小蔚”。 销量起伏很正常,但这次对于蔚来来说,屈居第三名并不正常。 2020年的四个季度,蔚来的交付量都吊打小鹏和理想。即便是今年的上半年,蔚来的交付量依旧是第一,交付了41956辆,远超小鹏和理想交付量30738辆与30154辆。尤其是理想,5月份一度掉出了造车新势力销量排行榜的前三名。 在国内头部三家造车新势力中,理想发力最晚,走增程式路线,而且只有一款车型单兵作战。今年5月理想推出改版的理想ONE新车,对原款增程电动系统、理想AD高级辅助驾驶、智能座舱、乘坐舒适性进行了升级。改款做了很大增量的同时价格仅仅贵了1万元。 正因如此,理想one改款促使了6月与7月份交付量的递增。 在理想汽车创始人李想看来,“真正的电动车是能够以爆款形式存在的,单一车型月销量过万是智能电动车的及格线。” 理想成绩表现优秀,小鹏也毫不示弱。 小鹏汽车7月交付新车8040台,同比增228%,环比上涨22%。其中,7月小鹏P7交付6054台,占当月销量七成以上,这也是小鹏汽车的主力车型。 值得一提的是,小鹏为了拉低P7的入门门槛,在今年5月推出了磷酸铁锂版本,首月即推动P7整体月交付量打破历史纪录,较4月环比大增27%。 目前,小鹏全新改款G3i已经正式发布,计划9月开启交付。小鹏P5也在7月17日开启预售,价格区间在16-23万元。G3i和P5的规模交付,有望推动小鹏汽车交付量再创新高。 反观一直保持“我们不降价”策略的蔚来,在各家为了促销,或推出低价版的车型,或推出性价比更高的改款车,蔚来一直保持沉默,并没有推出符合市场预期的车型,也难免会与前两者出现增长的落差。 汽车行业分析师张翔对接受澎湃新闻采访时表示,未来车企的竞争焦点肯定还是争夺市场份额,努力成为行业龙头和细分市场的龙头。“月销量过万”肯定也会是“蔚小理”争夺目标之一,因为这会给市场和消费者留下深刻印象,提升自身的畅销度。 同时张翔也提到,“蔚小理”产品矩阵不同,各自的强项也不同。理想主打性价比,小鹏主打智能汽车,蔚来主打用户体验,三家车企的细分市场是不同的。此外,三者之中,蔚来车价最高,汽车平均售价为43万,远高于小鹏和理想。作为豪华品牌,蔚来的销量比中级车低一些是正常现象。 “鲶鱼”搅动新一轮的战局 正如上文所述,在经历过最初的洗礼与淘汰后,特斯拉近两年的降价或又将搅动新一轮的战局。 为了抢夺市场,特斯拉多次祭出杀手锏。先是国产Model 3,而后是Model Y的价格狂降。目前无论是特斯拉Model 3还是Model Y的价格已经进入20万元-30万元区间。 今年1月初,乘联会秘书长崔东树就预测,Model Y在中国可能会卖得比Model 3更好。 目前造车新势力中虽然并未出现明显的降价现象,不过,理想的增配与小鹏拉低P7的入门门槛,客观的说,两者多少也有些受其影响因素。 蔚来创始人李斌说蔚来汽车不降价,因为他认为,降价是对老用户的情感伤害,“对已经选择我们的用户要有感恩的心,要善待他们。这是一个企业的底线,每个企业的底线不太一样。” 尽管特斯拉的负面新闻不断,但是特斯拉Model Y在中国区的销量节节攀升。6月份,Model Y在中国区的销量为16515辆,上半年,特斯拉Model Y的销量为46180辆。 特斯拉Model Y蔚来的两款车型EC6、ES6都是中型SUV,而后者价格区间都是在30-40万元之间。蔚来ES6上市至今,其月销量一直在2000-4000辆之间徘徊,而EC6销量徘徊在1000-3000辆。 数据显示,小鹏汽车5月交付5686辆,6月份交付6565量,蔚来5月交付6711辆,6月份交付了8083辆,到了7月份交付不升反降,仅有7931辆交付量成绩。Model Y 的降价,单单从7月份看,似乎扑灭了蔚来上升迅猛的势头。 不久前,特斯拉又将标准续航升级版的价格再次下调1.5万元,将Model 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“蔚小理”从排名就能看出蔚来的地位,一直处于在第一梯队的头部。作为中国造车新势力的代表,蔚来销量常年稳居第一,市值与股价翻了好几倍。</p><p> 不过,蔚来的“掉队”,可预见的是造车的新一轮残酷战局又来了。</p><p> 众所周知,当初如雨后春笋般纷纷冒出的造车新势力,在经历了车市风雨的洗礼和市场淘汰赛后,如今剩下来的也是屈指可数,但是如今,无论是面对频繁降价的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,还是<a href=\"https://laohu8.com/S/002594\">比亚迪</a>(002594)、大众等传统行业在新能源的逐渐发力,经过淘汰赛幸存的造车新势力,也感到了明显的市场压力。</p><p> <strong>理想、小鹏反超蔚来</strong></p><p> 下半年刚开始,蔚来老大的位置没了,“蔚小理”变成了“理小蔚”。</p><p> 销量起伏很正常,但这次对于蔚来来说,屈居第三名并不正常。</p><p> 2020年的四个季度,蔚来的交付量都吊打小鹏和理想。即便是今年的上半年,蔚来的交付量依旧是第一,交付了41956辆,远超小鹏和理想交付量30738辆与30154辆。尤其是理想,5月份一度掉出了造车新势力销量排行榜的前三名。</p><p> 在国内头部三家造车新势力中,理想发力最晚,走增程式路线,而且只有一款车型单兵作战。今年5月理想推出改版的理想ONE新车,对原款增程电动系统、理想AD高级辅助驾驶、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>座舱、乘坐舒适性进行了升级。改款做了很大增量的同时价格仅仅贵了1万元。</p><p> 正因如此,理想<a href=\"https://laohu8.com/S/AONE.U\">one</a>改款促使了6月与7月份交付量的递增。</p><p> 在理想汽车创始人李想看来,“真正的电动车是能够以爆款形式存在的,单一车型月销量过万是智能电动车的及格线。”</p><p> 理想成绩表现优秀,小鹏也毫不示弱。</p><p> <a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>7月交付新车8040台,同比增228%,环比上涨22%。其中,7月小鹏P7交付6054台,占当月销量七成以上,这也是小鹏汽车的主力车型。</p><p> 值得一提的是,小鹏为了拉低P7的入门门槛,在今年5月推出了磷酸铁锂版本,首月即推动P7整体月交付量打破历史纪录,较4月环比大增27%。</p><p> 目前,小鹏全新改款G3i已经正式发布,计划9月开启交付。小鹏P5也在7月17日开启预售,价格区间在16-23万元。G3i和P5的规模交付,有望推动小鹏汽车交付量再创新高。</p><p> 反观一直保持“我们不降价”策略的蔚来,在各家为了促销,或推出低价版的车型,或推出性价比更高的改款车,蔚来一直保持沉默,并没有推出符合市场预期的车型,也难免会与前两者出现增长的落差。</p><p> 汽车行业分析师张翔对接受澎湃新闻采访时表示,未来车企的竞争焦点肯定还是争夺市场份额,努力成为行业龙头和细分市场的龙头。“月销量过万”肯定也会是“蔚小理”争夺目标之一,因为这会给市场和消费者留下深刻印象,提升自身的畅销度。</p><p> 同时张翔也提到,“蔚小理”产品矩阵不同,各自的强项也不同。理想主打性价比,小鹏主打智能汽车,蔚来主打用户体验,三家车企的细分市场是不同的。此外,三者之中,蔚来车价最高,汽车平均售价为43万,远高于小鹏和理想。作为<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌,蔚来的销量比中级车低一些是正常现象。</p><p> <strong>“鲶鱼”搅动新一轮的战局</strong></p><p> 正如上文所述,在经历过最初的洗礼与淘汰后,特斯拉近两年的降价或又将搅动新一轮的战局。</p><p> 为了抢夺市场,特斯拉多次祭出杀手锏。先是国产Model 3,而后是Model Y的价格狂降。目前无论是特斯拉Model 3还是Model Y的价格已经进入20万元-30万元区间。</p><p> 今年1月初,乘联会秘书长崔东树就预测,Model Y在中国可能会卖得比Model 3更好。</p><p> 目前造车新势力中虽然并未出现明显的降价现象,不过,理想的增配与小鹏拉低P7的入门门槛,客观的说,两者多少也有些受其影响因素。</p><p> 蔚来创始人李斌说蔚来汽车不降价,因为他认为,降价是对老用户的情感伤害,“对已经选择我们的用户要有感恩的心,要善待他们。这是一个企业的底线,每个企业的底线不太一样。”</p><p> 尽管特斯拉的负面新闻不断,但是特斯拉Model Y在中国区的销量节节攀升。6月份,Model Y在中国区的销量为16515辆,上半年,特斯拉Model Y的销量为46180辆。</p><p> 特斯拉Model Y蔚来的两款车型EC6、ES6都是中型SUV,而后者价格区间都是在30-40万元之间。蔚来ES6上市至今,其月销量一直在2000-4000辆之间徘徊,而EC6销量徘徊在1000-3000辆。</p><p> 数据显示,小鹏汽车5月交付5686辆,6月份交付6565量,蔚来5月交付6711辆,6月份交付了8083辆,到了7月份交付不升反降,仅有7931辆交付量成绩。Model Y 的降价,单单从7月份看,似乎扑灭了蔚来上升迅猛的势头。</p><p> 不久前,特斯拉又将标准续航升级版的价格再次下调1.5万元,将Model 3的价格与小鹏P7的价格拉至接近,特斯拉此举能否打断小鹏上升的趋势,还是有待观察。</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:jdm</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>7月销量微妙变化:交付量不敌理想、小鹏 蔚来掉队了</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; 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.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\">\n7月销量微妙变化:交付量不敌理想、小鹏 蔚来掉队了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 14:41 北京时间 <a href=http://stock.10jqka.com.cn/hks/20210804/c631555229.shtml><strong>商业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炣燃科技8月4日讯(郭超)近日,造车新势力纷纷公布了7月份销量成绩,新能源的头部三家也是有人欢喜有人忧,相比长期销量的“蔚小理”的排名也发生了微妙变化。 在“蔚小理”三兄弟7月的销量排行榜中,理想汽车成为了冠军,交付8589辆,小鹏位居第二,交付了8040辆。而长期交付稳居榜首的蔚来仅交付了7931辆,“掉队”至到第三位。在刚刚过去的6月份蔚来首次突破了8000辆大关,仅一个月之后,小鹏和理想即...</p>\n\n<a href=\"http://stock.10jqka.com.cn/hks/20210804/c631555229.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/31b71d696bed7d7f2622aa052fa49f99","relate_stocks":{},"source_url":"http://stock.10jqka.com.cn/hks/20210804/c631555229.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2156174920","content_text":"炣燃科技8月4日讯(郭超)近日,造车新势力纷纷公布了7月份销量成绩,新能源的头部三家也是有人欢喜有人忧,相比长期销量的“蔚小理”的排名也发生了微妙变化。 在“蔚小理”三兄弟7月的销量排行榜中,理想汽车成为了冠军,交付8589辆,小鹏位居第二,交付了8040辆。而长期交付稳居榜首的蔚来仅交付了7931辆,“掉队”至到第三位。在刚刚过去的6月份蔚来首次突破了8000辆大关,仅一个月之后,小鹏和理想即迎头赶上。 对此,蔚来的回应是:供应链产能未能满足需求。 除了头部三家,作为新能源后起之秀的第二梯队交付量也相当亮眼。根据哪吒汽车公布的数据显示,7月份哪吒汽车的交付量首次突破6000辆,达6011辆,同比增加392%。此外,数据显示,领跑汽车7月份的订单突破6000辆,实际交付为4404辆,同比增长666%。 中金公司(601995)认为,新能源汽车相比其他行业优势明显,未来3-5年仍处于较快成长期,预计外资配置比例会有所提升。 “蔚小理”从排名就能看出蔚来的地位,一直处于在第一梯队的头部。作为中国造车新势力的代表,蔚来销量常年稳居第一,市值与股价翻了好几倍。 不过,蔚来的“掉队”,可预见的是造车的新一轮残酷战局又来了。 众所周知,当初如雨后春笋般纷纷冒出的造车新势力,在经历了车市风雨的洗礼和市场淘汰赛后,如今剩下来的也是屈指可数,但是如今,无论是面对频繁降价的特斯拉,还是比亚迪(002594)、大众等传统行业在新能源的逐渐发力,经过淘汰赛幸存的造车新势力,也感到了明显的市场压力。 理想、小鹏反超蔚来 下半年刚开始,蔚来老大的位置没了,“蔚小理”变成了“理小蔚”。 销量起伏很正常,但这次对于蔚来来说,屈居第三名并不正常。 2020年的四个季度,蔚来的交付量都吊打小鹏和理想。即便是今年的上半年,蔚来的交付量依旧是第一,交付了41956辆,远超小鹏和理想交付量30738辆与30154辆。尤其是理想,5月份一度掉出了造车新势力销量排行榜的前三名。 在国内头部三家造车新势力中,理想发力最晚,走增程式路线,而且只有一款车型单兵作战。今年5月理想推出改版的理想ONE新车,对原款增程电动系统、理想AD高级辅助驾驶、智能座舱、乘坐舒适性进行了升级。改款做了很大增量的同时价格仅仅贵了1万元。 正因如此,理想one改款促使了6月与7月份交付量的递增。 在理想汽车创始人李想看来,“真正的电动车是能够以爆款形式存在的,单一车型月销量过万是智能电动车的及格线。” 理想成绩表现优秀,小鹏也毫不示弱。 小鹏汽车7月交付新车8040台,同比增228%,环比上涨22%。其中,7月小鹏P7交付6054台,占当月销量七成以上,这也是小鹏汽车的主力车型。 值得一提的是,小鹏为了拉低P7的入门门槛,在今年5月推出了磷酸铁锂版本,首月即推动P7整体月交付量打破历史纪录,较4月环比大增27%。 目前,小鹏全新改款G3i已经正式发布,计划9月开启交付。小鹏P5也在7月17日开启预售,价格区间在16-23万元。G3i和P5的规模交付,有望推动小鹏汽车交付量再创新高。 反观一直保持“我们不降价”策略的蔚来,在各家为了促销,或推出低价版的车型,或推出性价比更高的改款车,蔚来一直保持沉默,并没有推出符合市场预期的车型,也难免会与前两者出现增长的落差。 汽车行业分析师张翔对接受澎湃新闻采访时表示,未来车企的竞争焦点肯定还是争夺市场份额,努力成为行业龙头和细分市场的龙头。“月销量过万”肯定也会是“蔚小理”争夺目标之一,因为这会给市场和消费者留下深刻印象,提升自身的畅销度。 同时张翔也提到,“蔚小理”产品矩阵不同,各自的强项也不同。理想主打性价比,小鹏主打智能汽车,蔚来主打用户体验,三家车企的细分市场是不同的。此外,三者之中,蔚来车价最高,汽车平均售价为43万,远高于小鹏和理想。作为豪华品牌,蔚来的销量比中级车低一些是正常现象。 “鲶鱼”搅动新一轮的战局 正如上文所述,在经历过最初的洗礼与淘汰后,特斯拉近两年的降价或又将搅动新一轮的战局。 为了抢夺市场,特斯拉多次祭出杀手锏。先是国产Model 3,而后是Model Y的价格狂降。目前无论是特斯拉Model 3还是Model Y的价格已经进入20万元-30万元区间。 今年1月初,乘联会秘书长崔东树就预测,Model Y在中国可能会卖得比Model 3更好。 目前造车新势力中虽然并未出现明显的降价现象,不过,理想的增配与小鹏拉低P7的入门门槛,客观的说,两者多少也有些受其影响因素。 蔚来创始人李斌说蔚来汽车不降价,因为他认为,降价是对老用户的情感伤害,“对已经选择我们的用户要有感恩的心,要善待他们。这是一个企业的底线,每个企业的底线不太一样。” 尽管特斯拉的负面新闻不断,但是特斯拉Model Y在中国区的销量节节攀升。6月份,Model Y在中国区的销量为16515辆,上半年,特斯拉Model Y的销量为46180辆。 特斯拉Model Y蔚来的两款车型EC6、ES6都是中型SUV,而后者价格区间都是在30-40万元之间。蔚来ES6上市至今,其月销量一直在2000-4000辆之间徘徊,而EC6销量徘徊在1000-3000辆。 数据显示,小鹏汽车5月交付5686辆,6月份交付6565量,蔚来5月交付6711辆,6月份交付了8083辆,到了7月份交付不升反降,仅有7931辆交付量成绩。Model Y 的降价,单单从7月份看,似乎扑灭了蔚来上升迅猛的势头。 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3的价格与小鹏P7的价格拉至接近,特斯拉此举能否打断小鹏上升的趋势,还是有待观察。\n关注同花顺财经(ths518),获取更多机会\n\n责任编辑:jdm","news_type":1,"symbols_score_info":{"09868":1,"NIO":1,"XPEV":1}},"isVote":1,"tweetType":1,"viewCount":2442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804472455,"gmtCreate":1627977149577,"gmtModify":1627977149577,"author":{"id":"3452256789820451","authorId":"3452256789820451","name":"Engu","avatar":"https://static.tigerbbs.com/59eaff0342516ddcbd75d88028570315","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3452256789820451","idStr":"3452256789820451"},"themes":[],"htmlText":"不敢苟同","listText":"不敢苟同","text":"不敢苟同","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804472455","repostId":"2156149354","repostType":2,"isVote":1,"tweetType":1,"viewCount":2316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":53296,"gmtCreate":1491582718758,"gmtModify":1704876179372,"author":{"id":"3452256789820451","authorId":"3452256789820451","name":"Engu","avatar":"https://static.tigerbbs.com/59eaff0342516ddcbd75d88028570315","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3452256789820451","idStr":"3452256789820451"},"themes":[],"title":"与服务器断开连接","htmlText":"每次登录都会提示与服务器断开连接,网络故障正在重新连接服务器,但是使用是正常的,是什么原因。","listText":"每次登录都会提示与服务器断开连接,网络故障正在重新连接服务器,但是使用是正常的,是什么原因。","text":"每次登录都会提示与服务器断开连接,网络故障正在重新连接服务器,但是使用是正常的,是什么原因。","images":[{"img":"https://static.laohu8.com/4570a25f2814bbca954ccf785989d826"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/53296","isVote":1,"tweetType":1,"viewCount":2525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":132473,"gmtCreate":1513342544875,"gmtModify":1704885898019,"author":{"id":"3452256789820451","authorId":"3452256789820451","name":"Engu","avatar":"https://static.tigerbbs.com/59eaff0342516ddcbd75d88028570315","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3452256789820451","idStr":"3452256789820451"},"themes":[],"title":"支付宝入金失败了","htmlText":"支付宝不能入金了?今天退回来了!","listText":"支付宝不能入金了?今天退回来了!","text":"支付宝不能入金了?今天退回来了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/132473","isVote":1,"tweetType":1,"viewCount":2679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}