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云之汐
09-22
提车了一次性发放
云之汐
09-02
$蔚来(NIO)$
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云之汐
08-30
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云之汐
2021-10-12
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云之汐
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盘前跌，开盘后涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474143477260408","isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":473193025503688,"gmtCreate":1756557273103,"gmtModify":1756562469254,"author":{"id":"3536051132880705","authorId":"3536051132880705","name":"云之汐","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536051132880705","authorIdStr":"3536051132880705"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/473193025503688","repostId":"2563883485","repostType":2,"repost":{"id":"2563883485","kind":"news","pubTimestamp":1756552228,"share":"https://www.laohu8.com/m/news/2563883485?lang=&edition=full","pubTime":"2025-08-30 19:10","market":"hk","language":"zh","title":"蔚来秦力洪：月销量过3万不是大挑战 纯电黄金时代正在到来","url":"https://stock-news.laohu8.com/highlight/detail?id=2563883485","media":"红星资本局","summary":"【蔚来秦力洪：月销量过3万不是大挑战 纯电黄金时代正在到来】8月29日到9月7日，第28届成都国际车展在中国西部国际博览城举行。在车展举办期间，蔚来的联合创始人、总裁秦力洪接受了红星资本局等媒体的采访。秦力洪表示，蔚来在8月的月销量超过3万不是大挑战，纯电的黄金时代正在到来。","content":"<html><body><div>\n<p> 8月29日到9月7日，第28届成都国际车展在中国西部国际博览城举行。</p><p> 在车展举办期间，<span><a href=\"https://laohu8.com/S/09866\">蔚来</a></span><span></span>（<a href=\"https://laohu8.com/S/NIO\">NIO</a>.US）的联合创始人、总裁秦力洪接受了<a href=\"https://laohu8.com/S/600367\">红星</a>资本局等媒体的采访。秦力洪表示，<span href=\"http://quote.eastmoney.com/unify/r/106.NIO\" target=\"_blank\" web=\"1\"><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a></span>在8月的月销量超过3万不是大挑战，纯电的黄金时代正在到来。</p><p> 对于大三排SUV成为电车市场的竞争焦点，秦力洪告诉红星资本局，大三排SUV的总量一直比较稳定。今年，大三排SUV市场内部的动力形式转变，或会出现明显的加量。</p><p><strong>全系<span>电池</span><span></span>包标配升级至100kWh</strong></p><p><strong>秦力洪：月销量过3万不是大挑战</strong></p><p> 8月29日，在第28届成都国际车展上，秦力洪宣布：即日起，<span href=\"http://quote.eastmoney.com/unify/r/106.NIO\" target=\"_blank\" web=\"1\">蔚来</span>品牌全系车型标配100kWh长续航<span href=\"http://quote.eastmoney.com/unify/r/90.BK1033\" target=\"_blank\" web=\"1\">电池</span>包，整车起售价格保持不变；同时保留75kWh<span href=\"http://quote.eastmoney.com/unify/r/90.BK1033\" target=\"_blank\" web=\"1\">电池</span>租用方案，供用户灵活选择。</p><p> 秦力洪表示，这（100kWh电池包）不是ES8发布以后才有的想法。过去，蔚来的主力产品在成交时有各种折扣、赠送权益，此次相当于做了一个梳理，通过ES8重新锚定蔚来品牌的价格体系，其他各种名目的优惠折扣则可能会取消，让消费者的购买决策变得直接简单。</p><p> “从8月的月初到月尾，我们通过密集的新品发布，对100kWh长续航电池包选装的调整，以及全系标配100kWh续航升级价格不变的调整，整个蔚来品牌体系的定位和定价就算是‘归位’了。”秦力洪在接受采访时说。</p><p> 同时，秦力洪表示，最近，蔚来的市场势能在回归。虽然8月尚未结束，“但客观来说，（月销量）过3万应该不是什么大挑战，尤其是乐道L90的交付直接就带来1万的增量。”</p><p> 秦力洪告诉红星资本局，前几年，相比增程，纯电处于弱势地位，纯电技术所带来的积极体验，小于消费者对续航里程的负面担心；而今年，消费者对续航里程的担心开始下降。</p><p> “国内有超过500万根公共<span>充电桩</span><span></span>，各个厂家还在努力地布局，我们蔚来也是其中一个。像换电站，一旦达到一定数量，会从量变到质变。你不用管你（电池还剩）有多少电，都可以说走就走。”秦力洪称，从今年年初开始，纯电和增程的市场数据已经能看出端倪，“我想会有越来越多的证据和数据表明，纯电的黄金时代正在到来。”</p><p><strong>大三排SUV成竞争焦点</strong></p><p><strong>大三排SUV纯电是蔚来的根据地</strong></p><p> 红星资本局注意到，今年以来，大三排SUV成为电车市场的竞争焦点，多家车企布局，蔚来ES8和乐道L90是其中之二。</p><p> 对于大三排SUV的市场容量等问题，秦力洪告诉红星资本局，在他看来，大三排SUV的总量一直比较稳定。今年，大三排SUV市场内部的动力形式转变，或会出现明显的加量。</p><p> 秦力洪还透露称，从乐道L90和ES8的销量分布，可以看到部分城市居民生活方式的变化，如东南沿海地区，这两款车型的量比其他车型的权重更大。“在这些地方，我们看到了家庭聚族而居、多子多福这种文化的体现。”</p><p> 秦力洪向红星资本局表示，近年来，国内自驾游的火爆程度逐年增加，大三排SUV产品更加能装、更加舒适、更加能够让车主远行无忧，“这不光是汽车行业变化的趋势，也是中国城市人口结构和生活方式发生变化的趋势。”</p><p> “全新ES8的产品规划从三年前就开始了，内部的代号叫Cetus，是鲸鱼座的拉丁语。我们希望它像一头巨大的鲸，像海里的<a href=\"https://laohu8.com/S/000504\">生物</a>之王一样有统治力。”秦力洪告诉红星资本局，大三排SUV纯电依然是蔚来的根据地。</p><p> 另外，秦力洪透露，乐道L90和ES8是蔚来交出的两份答案，但蔚来的答案尚未全部给出，明年上半年还有ES9，它将满足有更极致追求的用户。</p><p> 红星新闻记者杨佩雯摄影报道</p><p>（文章来源：红星资本局）</p> </div></body></html>","source":"stock_eastmoney","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>蔚来秦力洪：月销量过3万不是大挑战 纯电黄金时代正在到来</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{ 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}\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: 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蔚来秦力洪：月销量过3万不是大挑战 纯电黄金时代正在到来\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-30 19:10 北京时间 <a href=http://finance.eastmoney.com/a/202508303500140394.html><strong>红星资本局</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月29日到9月7日，第28届成都国际车展在中国西部国际博览城举行。 在车展举办期间，蔚来（NIO.US）的联合创始人、总裁秦力洪接受了红星资本局等媒体的采访。秦力洪表示，蔚来在8月的月销量超过3万不是大挑战，纯电的黄金时代正在到来。 对于大三排SUV成为电车市场的竞争焦点，秦力洪告诉红星资本局，大三排SUV的总量一直比较稳定。今年，大三排SUV市场内部的动力形式转变，或会出现明显的加量。全系...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202508303500140394.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK1119":"汽车制造商","BK4548":"巴美列捷福持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4574":"无人驾驶","BK1588":"回港中概股","BK4509":"腾讯概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","NIO.SI":"蔚来","BK4555":"新能源车","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","09866":"蔚来-SW","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","NIO":"蔚来","BK4505":"高瓴资本持仓","BK4504":"桥水持仓"},"source_url":"http://finance.eastmoney.com/a/202508303500140394.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2563883485","content_text":"8月29日到9月7日，第28届成都国际车展在中国西部国际博览城举行。 在车展举办期间，蔚来（NIO.US）的联合创始人、总裁秦力洪接受了红星资本局等媒体的采访。秦力洪表示，蔚来在8月的月销量超过3万不是大挑战，纯电的黄金时代正在到来。 对于大三排SUV成为电车市场的竞争焦点，秦力洪告诉红星资本局，大三排SUV的总量一直比较稳定。今年，大三排SUV市场内部的动力形式转变，或会出现明显的加量。全系电池包标配升级至100kWh秦力洪：月销量过3万不是大挑战 8月29日，在第28届成都国际车展上，秦力洪宣布：即日起，蔚来品牌全系车型标配100kWh长续航电池包，整车起售价格保持不变；同时保留75kWh电池租用方案，供用户灵活选择。 秦力洪表示，这（100kWh电池包）不是ES8发布以后才有的想法。过去，蔚来的主力产品在成交时有各种折扣、赠送权益，此次相当于做了一个梳理，通过ES8重新锚定蔚来品牌的价格体系，其他各种名目的优惠折扣则可能会取消，让消费者的购买决策变得直接简单。 “从8月的月初到月尾，我们通过密集的新品发布，对100kWh长续航电池包选装的调整，以及全系标配100kWh续航升级价格不变的调整，整个蔚来品牌体系的定位和定价就算是‘归位’了。”秦力洪在接受采访时说。 同时，秦力洪表示，最近，蔚来的市场势能在回归。虽然8月尚未结束，“但客观来说，（月销量）过3万应该不是什么大挑战，尤其是乐道L90的交付直接就带来1万的增量。” 秦力洪告诉红星资本局，前几年，相比增程，纯电处于弱势地位，纯电技术所带来的积极体验，小于消费者对续航里程的负面担心；而今年，消费者对续航里程的担心开始下降。 “国内有超过500万根公共充电桩，各个厂家还在努力地布局，我们蔚来也是其中一个。像换电站，一旦达到一定数量，会从量变到质变。你不用管你（电池还剩）有多少电，都可以说走就走。”秦力洪称，从今年年初开始，纯电和增程的市场数据已经能看出端倪，“我想会有越来越多的证据和数据表明，纯电的黄金时代正在到来。”大三排SUV成竞争焦点大三排SUV纯电是蔚来的根据地 红星资本局注意到，今年以来，大三排SUV成为电车市场的竞争焦点，多家车企布局，蔚来ES8和乐道L90是其中之二。 对于大三排SUV的市场容量等问题，秦力洪告诉红星资本局，在他看来，大三排SUV的总量一直比较稳定。今年，大三排SUV市场内部的动力形式转变，或会出现明显的加量。 秦力洪还透露称，从乐道L90和ES8的销量分布，可以看到部分城市居民生活方式的变化，如东南沿海地区，这两款车型的量比其他车型的权重更大。“在这些地方，我们看到了家庭聚族而居、多子多福这种文化的体现。” 秦力洪向红星资本局表示，近年来，国内自驾游的火爆程度逐年增加，大三排SUV产品更加能装、更加舒适、更加能够让车主远行无忧，“这不光是汽车行业变化的趋势，也是中国城市人口结构和生活方式发生变化的趋势。” “全新ES8的产品规划从三年前就开始了，内部的代号叫Cetus，是鲸鱼座的拉丁语。我们希望它像一头巨大的鲸，像海里的生物之王一样有统治力。”秦力洪告诉红星资本局，大三排SUV纯电依然是蔚来的根据地。 另外，秦力洪透露，乐道L90和ES8是蔚来交出的两份答案，但蔚来的答案尚未全部给出，明年上半年还有ES9，它将满足有更极致追求的用户。 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