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王狗狗
uovo friends 潮玩主理人
IP属地:山东
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王狗狗
2023-10-13
$DiDi Global Inc.(DIDIY)$
香港市场的容量本来就很小了 滴滴现在去合适么
王狗狗
2023-06-13
$DiDi Global Inc.(DIDIY)$
为什么滴滴不显示退市了?
王狗狗
2023-01-18
$DiDi Global Inc.(DIDIY)$
之前也出过人民搜索 也没见百度被打趴下
王狗狗
2022-11-24
$蔚来(NIO)$
$理想汽车(LI)$
$小鹏汽车(XPEV)$
11月销量:蔚来15000,理想14000,小鹏6000
王狗狗
2022-11-11
$蔚来(NIO)$
马斯克拿着金方向盘乐 说明这个奖分量确实可以啊
王狗狗
2022-05-06
$蔚来(NIO)$
新加坡股票和美股的转换标准是什么?一股换一股?
王狗狗
2022-04-19
$滴滴(DIDI)$
刚统计的互联网公司总市值
王狗狗
2021-11-16
$伯克希尔(BRK.A)$
麻烦问下 一股42万美金?
王狗狗
2021-09-01
$蔚来(NIO)$
蔚来 ES6/EC6 的 A/B 柱内饰板单一供应商在南京高风险区,工厂停产了一段时间。A/B柱内饰板是JIT零部件 (just-in-time components),库存非常有限。官方说法是:对8月份,尤其是8月下旬ES6/EC6的生产造成了很大影响。加上马来西亚疫情,蔚来 ESP 的供应也跟不上,博世也是ESP的单一供应商。
王狗狗
2021-08-16
$蔚来(NIO)$
地平线创始人余凯则用一个生动的例子,“马具有足够的复杂情况下的自动驾驶能力(感知,避障,路径规划 ...),但是骑手也必须在大多数情况下手握缰绳,在必要的时候改变马的行为。”
王狗狗
2021-07-31
$滴滴(DIDI)$
现在看滴滴是在和监管讨价还价 争取不走私有化这一步 那就是死不了了 只要死不了 不管私有化还是别的什么 那股价应该都会回来的
王狗狗
2021-07-08
$蔚来(NIO)$
本月销量破万
王狗狗
2021-07-06
$滴滴(DIDI)$
过几天风波一过 估值修复
王狗狗
2021-07-01
$滴滴(DIDI)$
美国朋友们 this is the true China Uber!买它!
王狗狗
2021-06-30
这篇文章不错,转发给大家看
从嘲讽起步,8000字谈谈NIO Power这三年
王狗狗
2021-06-29
$蔚来(NIO)$
18亿交易额 我关注的股票里 仅次于特斯拉 太热了
王狗狗
2021-06-28
$蔚来(NIO)$
今晚什么情况
王狗狗
2021-06-17
$蔚来(NIO)$
不是加息么 怎么还猛涨
王狗狗
2021-06-05
$流利说(LAIX)$
要起飞🛫了!
王狗狗
2021-03-02
$蔚来(NIO)$
主要就是四季度研发费用提高 这是好事啊
去老虎APP查看更多动态
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11月销量:蔚来15000,理想14000,小鹏6000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/620994394","isVote":1,"tweetType":1,"viewCount":7527,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500033151003003","authorId":"3500033151003003","name":"brookie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3500033151003003","idStr":"3500033151003003"},"content":"蔚来差不多","text":"蔚来差不多","html":"蔚来差不多"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664583494,"gmtCreate":1668130457719,"gmtModify":1668130460007,"author":{"id":"3536195293147735","authorId":"3536195293147735","name":"王狗狗","avatar":"https://static.tigerbbs.com/c7f23353245c567e773ee5003862275b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536195293147735","idStr":"3536195293147735"},"themes":[],"htmlText":"<a 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components),库存非常有限。官方说法是:对8月份,尤其是8月下旬ES6/EC6的生产造成了很大影响。加上马来西亚疫情,蔚来 ESP 的供应也跟不上,博世也是ESP的单一供应商。 ","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>蔚来 ES6/EC6 的 A/B 柱内饰板单一供应商在南京高风险区,工厂停产了一段时间。A/B柱内饰板是JIT零部件 (just-in-time components),库存非常有限。官方说法是:对8月份,尤其是8月下旬ES6/EC6的生产造成了很大影响。加上马来西亚疫情,蔚来 ESP 的供应也跟不上,博世也是ESP的单一供应商。 ","text":"$蔚来(NIO)$蔚来 ES6/EC6 的 A/B 柱内饰板单一供应商在南京高风险区,工厂停产了一段时间。A/B柱内饰板是JIT零部件 (just-in-time components),库存非常有限。官方说法是:对8月份,尤其是8月下旬ES6/EC6的生产造成了很大影响。加上马来西亚疫情,蔚来 ESP 的供应也跟不上,博世也是ESP的单一供应商。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/816656638","isVote":1,"tweetType":1,"viewCount":6279,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514720395585073","authorId":"3514720395585073","name":"yhyh","avatar":"https://static.tigerbbs.com/17feb249bb27c96ababa1284ba29755f","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3514720395585073","idStr":"3514720395585073"},"content":"博世这个真的没理解,大家不都用的博世吗?","text":"博世这个真的没理解,大家不都用的博世吗?","html":"博世这个真的没理解,大家不都用的博世吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830733905,"gmtCreate":1629097409107,"gmtModify":1629097409107,"author":{"id":"3536195293147735","authorId":"3536195293147735","name":"王狗狗","avatar":"https://static.tigerbbs.com/c7f23353245c567e773ee5003862275b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536195293147735","idStr":"3536195293147735"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>地平线创始人余凯则用一个生动的例子,“马具有足够的复杂情况下的自动驾驶能力(感知,避障,路径规划 ...),但是骑手也必须在大多数情况下手握缰绳,在必要的时候改变马的行为。”","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>地平线创始人余凯则用一个生动的例子,“马具有足够的复杂情况下的自动驾驶能力(感知,避障,路径规划 ...),但是骑手也必须在大多数情况下手握缰绳,在必要的时候改变马的行为。”","text":"$蔚来(NIO)$地平线创始人余凯则用一个生动的例子,“马具有足够的复杂情况下的自动驾驶能力(感知,避障,路径规划 ...),但是骑手也必须在大多数情况下手握缰绳,在必要的时候改变马的行为。”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/830733905","isVote":1,"tweetType":1,"viewCount":4299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":806598249,"gmtCreate":1627663824981,"gmtModify":1627663824981,"author":{"id":"3536195293147735","authorId":"3536195293147735","name":"王狗狗","avatar":"https://static.tigerbbs.com/c7f23353245c567e773ee5003862275b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536195293147735","idStr":"3536195293147735"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>现在看滴滴是在和监管讨价还价 争取不走私有化这一步 那就是死不了了 只要死不了 不管私有化还是别的什么 那股价应该都会回来的","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>现在看滴滴是在和监管讨价还价 争取不走私有化这一步 那就是死不了了 只要死不了 不管私有化还是别的什么 那股价应该都会回来的","text":"$滴滴(DIDI)$现在看滴滴是在和监管讨价还价 争取不走私有化这一步 那就是死不了了 只要死不了 不管私有化还是别的什么 那股价应该都会回来的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/806598249","isVote":1,"tweetType":1,"viewCount":2350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":143390321,"gmtCreate":1625759015763,"gmtModify":1625759015763,"author":{"id":"3536195293147735","authorId":"3536195293147735","name":"王狗狗","avatar":"https://static.tigerbbs.com/c7f23353245c567e773ee5003862275b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536195293147735","idStr":"3536195293147735"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>本月销量破万","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>本月销量破万","text":"$蔚来(NIO)$本月销量破万","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/143390321","isVote":1,"tweetType":1,"viewCount":5031,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3495106761549783","authorId":"3495106761549783","name":"人雨而每文","avatar":"https://static.tigerbbs.com/1289af201808935e33b6ee6b9ec58a9e","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3495106761549783","idStr":"3495106761549783"},"content":"你怎么知道的?","text":"你怎么知道的?","html":"你怎么知道的?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":157270293,"gmtCreate":1625585428312,"gmtModify":1625585428312,"author":{"id":"3536195293147735","authorId":"3536195293147735","name":"王狗狗","avatar":"https://static.tigerbbs.com/c7f23353245c567e773ee5003862275b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536195293147735","idStr":"3536195293147735"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>过几天风波一过 估值修复","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>过几天风波一过 估值修复","text":"$滴滴(DIDI)$过几天风波一过 估值修复","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157270293","isVote":1,"tweetType":1,"viewCount":2084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":158176713,"gmtCreate":1625141029632,"gmtModify":1625141029632,"author":{"id":"3536195293147735","authorId":"3536195293147735","name":"王狗狗","avatar":"https://static.tigerbbs.com/c7f23353245c567e773ee5003862275b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536195293147735","idStr":"3536195293147735"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>美国朋友们 this is the true China Uber!买它!","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>美国朋友们 this is the true China Uber!买它!","text":"$滴滴(DIDI)$美国朋友们 this is the true China Uber!买它!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/158176713","isVote":1,"tweetType":1,"viewCount":3486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":153695846,"gmtCreate":1625020304985,"gmtModify":1625020304985,"author":{"id":"3536195293147735","authorId":"3536195293147735","name":"王狗狗","avatar":"https://static.tigerbbs.com/c7f23353245c567e773ee5003862275b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536195293147735","idStr":"3536195293147735"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153695846","repostId":"1166508330","repostType":2,"repost":{"id":"1166508330","kind":"news","pubTimestamp":1624932866,"share":"https://ttm.financial/m/news/1166508330?lang=&edition=full","pubTime":"2021-06-29 10:14","market":"us","language":"zh","title":"从嘲讽起步,8000字谈谈NIO Power这三年","url":"https://stock-news.laohu8.com/highlight/detail?id=1166508330","media":"电动星球News","summary":"6月28日,NIO Power 三周年的日子。\n\n我早早就拟订了标题:从嘲讽起步。\n是的,从嘲讽起步。\n如果你记得「电动车主的自我修养」、记得围绕着「油车能去的地方、电车也能去」的责难、记得 2019","content":"<p>6月28日,NIO Power 三周年的日子。</p>\n<p><img src=\"https://static.tigerbbs.com/dcec210ce77aa70ba89db70cd65df022\" tg-width=\"1080\" tg-height=\"570\" referrerpolicy=\"no-referrer\"></p>\n<p>我早早就拟订了标题:从嘲讽起步。</p>\n<p>是的,从嘲讽起步。</p>\n<p>如果你记得<b>「电动车主的自我修养」</b>、记得围绕着<b>「油车能去的地方、电车也能去」</b>的责难、记得 2019 年对<b>电动爹、大趋势</b>的嘲讽、记得 2020 年补贴新政中的那句<b>「换电除外」</b>、记得<b>开在<a href=\"https://laohu8.com/S/SNP\">中石化</a>加油站里的换电站</b>、记得<b> Baas</b>刚出台时的不叫好…..</p>\n<p><img src=\"https://static.tigerbbs.com/ae2f9a63affdf13e02782bb4621d8016\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>但写下这些文字时,我又觉得很久远了——<b>「奶妈车」</b>这三个字变正面了,<b>电动爹电动蛆</b>的说法不流行了、<b>川藏充电网</b>被打通了,<b>连@王铜根 也无趣地吹起了增程车。</b></p>\n<p>所以,需要有一些文字进行记录,有关这三年。我们选择了口述、片段方式,希望用不同的人关于 NIO Power 的不同记忆,来完成这次叙事。</p>\n<p>当然,当代史从来没有定论,以 NIO Power 为代表的能源网络革命,依然还在前行中,也依然还会有被质疑的时候。</p>\n<p>以下,Enjoy!</p>\n<p><b>一、奶妈车与川藏线</b></p>\n<p>很多人都知道<a href=\"https://laohu8.com/S/NIO\">蔚来</a>有「奶妈车」。</p>\n<p>在 NIO Power 体系中,它属于一键加电的一种服务——在周边充电资源匮乏时,蔚来会派出移动的充电车给蔚来车辆补电。</p>\n<p>但很多人不知道的,在 2018 年时,它曾引发群嘲,史称<b>「奶妈车事件」</b>。</p>\n<p>「奶妈车事件」发生在 2018 年 9 月。</p>\n<p>当时,一批蔚来创始版 ES8 车主,包括三哥、七姐、Doctor 金,等等,发起了一次万里新疆行。从广州出发,经过<a href=\"https://laohu8.com/S/N4E.SI\">南昌</a>、合肥、上海、济南、北京、呼和浩特、乌鲁木齐、再到霍尔果斯。</p>\n<p>当时蔚来的车交付不多, NIO Power 也刚刚出道。对这次万里新疆行,蔚来高度重视,派出了保障车保障。</p>\n<p><img src=\"https://static.tigerbbs.com/39e5861467d4c9fc713be219c3837471\" tg-width=\"611\" tg-height=\"296\" referrerpolicy=\"no-referrer\"></p>\n<p>万里新疆行的奶妈车</p>\n<p><b>「但跑着跑着,就不对了。」</b>三年后,Doctor 金 这样说。他说的「不对」,主要来自上面这张照片。</p>\n<p>这张照片当时引发了网上的口诛笔伐,蔚来被穷尽讽刺,甚至逼得官微删帖,专门发文予以解释:</p>\n<p>「小编这里想说,续航里程的保障不仅是单次充电的行驶距离,更是整个能量网络的动态化保障。本次新疆行就是 NIO Power 能量无忧服务在极端状况下演练。」</p>\n<p><img src=\"https://static.tigerbbs.com/738f678319d1ec323da5558b87d27e2e\" tg-width=\"540\" tg-height=\"305\" referrerpolicy=\"no-referrer\"></p>\n<p>「你觉得当时被骂正常吗?」我问 Doctor 金,他犹豫了一下,说「我做了一件劳民伤财的事,虽然玩得很爽。」</p>\n<p>他回忆到,当时也不知道蔚来有这项政策,他还背了四根慢充桩。发现蔚来出动保障车,是在呼尔浩特高速上了。「有几个大板车,拖着奶妈车,往北方跑,我当时就知道是来服务我们的。」</p>\n<p>「车主是蛮幸福的,但当时对 NIO Power 是个很大打击。」Doctor 金 说,蔚来其实想说的是,<b>「下个一键加电,天涯海角都要去。」</b></p>\n<p><img src=\"https://static.tigerbbs.com/ff5624b764e8f2aa28e1d06f487121d5\" tg-width=\"991\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p>\n<p>@麻子斯儿供图,北京蔚来车主们在野营</p>\n<p>「当年为什么去呀?那不是因为路上完全没有(充电桩、换电站),但是大家又想去,蔚来就提供这么一个特殊的服务,人蔚来乐意呀。」蔚来车主@麻子斯儿 来自北京,在谈及当年的风波时直言「天天那会儿喷它什么拖车,完全就有点过了。」</p>\n<p>在@麻子斯儿 看来,奶妈车只是蔚来 NIO Power 提供的一种服务,是一种更便捷的补能方式,蔚来也从来没有说只有奶妈车一种服务。</p>\n<p>「拿它去证明比油车有什么优越性,这个逻辑不成立,因为不可能常态化去保障,很不经济,确实也消耗人蔚来资源。」蔚来车主@hellopbs 在谈及当年风波时则这么说,即使他认为这个服务是好的、没问题的,也应该提供这个服务,「哪怕我加钱,来购买这个服务。」</p>\n<p>Doctor 金则说,他热爱旅行,但那次新疆行之后,他下定决心:<b>第一,要再去西藏,一定不开<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>去,要开蔚来去;第二,一定不叫蔚来的奶妈车跟着了。</b></p>\n<p><img src=\"https://static.tigerbbs.com/7dc1d6a29a38f024e2c84d9743c16f96\" tg-width=\"907\" tg-height=\"630\" referrerpolicy=\"no-referrer\"></p>\n<p>Doctor 金供图,2018年6月的西藏行</p>\n<p>「要再去西藏」是什么意思?跟新疆行又有什么关系?</p>\n<p>他说万里新疆行其实来自 2018 年 6 月的一场赌约。</p>\n<p>当时他们一群特斯拉车友去了趟西藏。在林芝<a href=\"https://laohu8.com/S/HLT\">希尔顿酒店</a>,定了蔚来 ES8 的车友(三哥、七姐)开始吹蔚来怎么好,于是打了个赌:<b>「如果真像你们说得那样好,我就买一台蔚来,带大家去一趟新疆。」</b></p>\n<p><img src=\"https://static.tigerbbs.com/4df71067cd06059f9c8b0dcc766975a7\" tg-width=\"1002\" tg-height=\"641\" referrerpolicy=\"no-referrer\"></p>\n<p>Doctor 金供图,NIOPOWER 川藏线上的20kwh直流桩</p>\n<p>2020 年,他六进西藏,最终帮助蔚来在川藏线上布局了<b>14 座</b>快充站,全程 2900 公里,从成都到珠峰大本营,共计<b> 28 根</b>20kw 直流快充桩。</p>\n<p><b>「算是还愿,也不计成本,对蔚来还是很有感情。」</b></p>\n<p><b>二、ES8 京港澳换电行</b></p>\n<p><img src=\"https://static.tigerbbs.com/79314a24da49de069caefc8febb39530\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\"></p>\n<p>新疆行之后,蔚来在舆论上颇为被动。</p>\n<p>当年年底,李斌多次就此事进行回应,表示创新要受到的误解和非议还是很多的,要打破常规认知不是一件容易的事情。还称当时克制住了在<a href=\"https://laohu8.com/S/WB\">微博</a>上吐槽的冲动:</p>\n<p><b>「所有的油不都是油罐车运过去的吗,你怎么就不让我运电过去呢,那个油也不是从地里长出来的。」</b></p>\n<p>这些话,当下看可能没毛病,但当时并没有得到认可,新疆行持续遭遇到了围攻。随便搜几个那时的媒体标题给大家看看。</p>\n<p><b>“蔚来奶妈车”引群嘲,未造完就敢上市,网友:不自量力</b></p>\n<p><b>蔚来\"奶妈车\"事件,蔚来到底能不能代表未来?</b></p>\n<p><b>蔚来的移动奶妈车 是科学?玄学?还是哲学?</b></p>\n<p><b>我们扒了下“开 ES8 去新疆”,市值超越长城的蔚来飘了</b></p>\n<p><b>哈哈哈!蔚来 ES8 新疆穿越,功臣是燃油板车拉着加电车跑</b></p>\n<p><img src=\"https://static.tigerbbs.com/73542cf2b21ce6621d202f31cc5e0daa\" tg-width=\"690\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p>\n<p>2018年11月的蔚来ES8高速换电行</p>\n<p>于是,在李斌回应的同时,2018 年 11 月,蔚来发起了一次声势浩大的ES8 京港澳高速换电行——<b>19 家媒体、4 台 ES8,从北京出发沿 G4 高速直驱深圳;14 个服务区,18 座换电,全程 2234 KM、历时 33 小时 57 分钟。</b></p>\n<p><img src=\"https://static.tigerbbs.com/a9ad5c286ed111b8051ef3d84682da42\" tg-width=\"690\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p>\n<p>2018年11月的蔚来ES8高速换电行,东莞厚街服务区</p>\n<p>上面这张图,是我们在翻查历史资料时找到的,最右边的是我,左手第二位是跟我同车的<a href=\"https://laohu8.com/S/ZH\">知乎</a>大 V @汽车奇谈高小强 。</p>\n<p>当时,我们与一位著名特斯拉车主@Sunny 三人一台车,从长沙接力跑到了东莞厚街服务区——此行最后一个换电站所在地。</p>\n<p>「当时我觉得挺有魄力,但有点不切实际,形象工程,顶多铺设几条高速而已。」昨天,当我问及@汽车奇谈高小强 时,他这样说。</p>\n<p><img src=\"https://static.tigerbbs.com/83ec1897d3ba26899430a398453ed032\" tg-width=\"690\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p>\n<p>2018年11月的蔚来ES8高速换电行,东莞厚街服务区</p>\n<p>当时的换电行,我觉得都在叫好,听高小强这样说,特地去搜了下,发现确实褒贬不一。有媒体标题是这样的:<b>「蔚来的京港澳高速换电网络,很可能成为一个笑话。」</b></p>\n<p>我自己的报道也在算账,算 ES8 单次高速行驶的安全距离,算换电站的铺设有无可能。</p>\n<p>当时结论是这样的:</p>\n<blockquote>\n 「还有一个数字可以说下。蔚来朋友调侃说,每一个充电站的造价大概相当于北京一套房的首付,也就是大概 30 万左右。全国一千座充电站,总价也仅仅相当于北京五环边两栋房。」\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/f9a2c06f611985f9424cd11cd007fa3b\" tg-width=\"548\" tg-height=\"548\" referrerpolicy=\"no-referrer\"></p>\n<p>蔚来车主制作的图片</p>\n<p>那三年后,你怎么看?查完,我接着问@汽车奇谈高小强 。</p>\n<p>「牛!像我们这种三四线的城市,也要建换电站了。」高小强说,他并不是从行业角度来看,而是纯粹作为消费者来判断的。</p>\n<p>高小强住在广东江门,他嘴中的三四线小城市。现在这里也开一家蔚来的店,店长是他认识的、前宝马 4S 店的主管。他身边也越来越多开蔚来车的朋友,甚至「开特斯拉的,都会觉蔚来的确比特斯拉高档半级。」</p>\n<p>从消费者的角度看,蔚来最特别之处就在于能换电。譬如,他的一位朋友,正在纠结是买 Model Y 还是 ES6——ES6 有换电站,不用担心电池衰减,但<b>「你得有换电站,你不能让我去广州换电池。」</b></p>\n<p><img src=\"https://static.tigerbbs.com/1e647ebdaaec074ef02bc2f845c03d27\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>李斌秦力洪在换电站前自拍</p>\n<p>高小强说,其他品牌其实也有牛逼的服务,但三四线小城市基本覆盖不到。「我们看到只是觉得是大城市才有的。」但蔚来不一样,「吹过的牛逼,现在都实现了。」</p>\n<p>我们赶紧说其实没实现,<b>之前说的是 1000 个换电站。</b></p>\n<p>高小强反问,现在多少个?我说接近 300 个了。他又问,之前说多长时间实现?我犹豫了下,说好像是三年。(纠正——2018 年 9 月,在成都牛屋开业时,蔚来当时的计划是在 2020 年建成 1000 个换电站。后来李斌多次在与用户见面时自嘲,表示之前很难,的确没做到。)</p>\n<p>那不就行了!高小强说,换电站其实对于消费者信心很重要。可能消费者一年都不换一次,但<b>「我可以不用,但必须要有。」</b>这就像是 1000 公里续航的电动车,谁需要单程跑一千公里?但大家都想要。</p>\n<p><b>「我任何的朋友,只要对蔚来有点研究,都会觉得换电站是个重要的因素。」</b></p>\n<p><b>三、电动黑与电动吹</b></p>\n<p>围绕着「万里新疆行」、「京港澳高速换电行」的纷争,从现在看只是大战的前菜,真正对 NIO Power 甚至蔚来的炮轰、总攻,<b>发生在 2019年,并演变成一场持续一整年的电动黑与电动吹的战争。</b></p>\n<p><img src=\"https://static.tigerbbs.com/0f351b4e38708c04553af0bdfd895db4\" tg-width=\"1080\" tg-height=\"1048\" referrerpolicy=\"no-referrer\"></p>\n<p>2019 年 2 月,微博@王铜根 发表了一篇题为《蔚来 ES8,百公里烧 35-40 升柴油的电动车》,对 ES8 、对环保理念、对蔚来的「服务」、「加电比加油更方便」远景等等进行了冷嘲热讽、全覆盖打击。</p>\n<p>文章称他和摔丸子、刘越(@轼界)三人开着一辆 ES8 走了次东北,蔚来同样派了奶妈车跟随加电,进而导致他们消耗了 1200 升柴油,<b>「算下来蔚来每行驶 100 公里,要消耗 35 升、40 升柴油!」</b>、蔚来<b>「不便利,不环保,不<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>,留下的只有笑柄」。</b></p>\n<p><img src=\"https://static.tigerbbs.com/ffa080154c7942d8e6f43d4e089e4258\" tg-width=\"727\" tg-height=\"724\" referrerpolicy=\"no-referrer\"></p>\n<p>文章一出,蔚来车主群当时就炸了,整体舆论也有进一步「黑化」的倾向。舆情越搅越乱,最终在当年 4 月、9 月形成两个电动吹与电动黑的大战。</p>\n<p><b>先说 4 月。</b></p>\n<p>4 月 21 日,蔚来车主@LEE19820 发表了一篇题为《从李想说交流晕车开始说起》的微博文章。</p>\n<p>在当时,这可谓是平地一声雷。因为它不仅点破了当时蔚来车主心中广泛揣测的阴谋论,更引发了后续一系列事件:<b>在线喂屎、车主维权、李斌公开点名谴责、车评人 38 号道歉,以及时任蔚来公共总监@一苒 的请辞调岗</b>..... 近十年来,可谓绝无仅有。</p>\n<p>(详情请查阅我们早前报道《车主的崛起?!从 38 号「在线喂屎」谈起》)</p>\n<p><img src=\"https://static.tigerbbs.com/12897507cb8a4f657a92b1f217416d3a\" tg-width=\"1080\" tg-height=\"1058\" referrerpolicy=\"no-referrer\"></p>\n<p><b>接着是九月。</b></p>\n<p>在@王铜根 发表文章引发舆论黑化 7 个月后,越来越多的信息表明,@王铜根、摔丸子、刘越(@轼界)三人并没有跑 3000 公里去到所谓的大兴安岭。</p>\n<p>@王铜根 先是在 9 月 28 日发表微博,疯狂 Diss 「电吹媒体」,说「电吹媒体是近些年的<a href=\"https://laohu8.com/S/ABCD\">新生</a>物种,为了一点蝇头小利,不惜胡说八道,昧着良心疯狂吹捧电动车的人。」</p>\n<p><img src=\"https://static.tigerbbs.com/63244c2d32c89e33d84b37065cc00d6a\" tg-width=\"1080\" tg-height=\"667\" referrerpolicy=\"no-referrer\"></p>\n<p>隔天一早,他再次发表一条微博(如上),再次引爆了大战。近乎所有的电动汽车大 V 都被卷入其中,包括@电池王、@董买买、@电动车公社、@常岩 @电车校长,以及我们。</p>\n<p>两年之后,我问@董买买 怎么看当年那场纷争。他的回答是:<b>「你现在回过头来看,就是痛打落水狗。」</b></p>\n<p>@董买买 说,这其实是门生意,不相信蔚来能做成,又需要一定的流量,在那个点上 DISS 蔚来,<b>「无疑是合适的」</b>。</p>\n<p>但现在看,都是一群知识匮乏、脑子不够用的的人。<b>「无论是换电站、加电车,还是牛屋,他们的所有判断都不对。」</b>(关于此事,可参阅@电动车公社 当时的文章《@王铜根老师,做人要善良!》)</p>\n<p><img src=\"https://static.tigerbbs.com/74bfff37840043eead797de76f82b350\" tg-width=\"546\" tg-height=\"579\" referrerpolicy=\"no-referrer\"></p>\n<p>一个多月后的 11 月 18 日,在与@王铜根 隔空对战几轮后,我们发表了一篇题为《不要怪别人要打击你王铜根,是你落后于整个时代了》的文章。</p>\n<p>在文中,我们写到:</p>\n<blockquote>\n 「不管你骂得多卖力,如何偷换概念,Model 3 都会国产、ID.3 也会国产、蔚来的销量也会上升、路上自动驾驶的车也会越来越多….你再写十篇文章反击我也没用,这个世界会告诉你大多数人的选择。等答案明了,我们再来看今天的争论,会觉得很有意思。」\n</blockquote>\n<p>王铜根没有回复这封信,而两年后再看,是不是很有意思?</p>\n<p><b>四、电区房的冬天</b></p>\n<p><img src=\"https://static.tigerbbs.com/d4010943df2a42ea95982d42132a0250\" tg-width=\"888\" tg-height=\"592\" referrerpolicy=\"no-referrer\"></p>\n<p>2020 年 的 5 月,蔚来发布了 2020 年 Q1 的财报。在当时报道中我们写到:</p>\n<p>「相信看完财报、听完财报会议……我们甚至觉得在经历了漫长的冬季、史无前例的疫情后,蔚来正慢慢有点像它的车主们说的那样——黑不动了!」</p>\n<p>说「黑不动」,不仅因为当时蔚来与合肥正式敲定了蔚来中国最终投资协议、各项数据在疫情期间也持续向好,还因为「换电模式」在国家政策层面被确立了。</p>\n<p><img src=\"https://static.tigerbbs.com/593a5a6ae796f8d33a7eb1872e974721\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\"></p>\n<p>在这一年中,出了很多与「蔚来」有关的热词。譬如,现在要说的的「电区房」。小标题打上「冬天」则有两层含义:<b>1、这一年的冬天很难;2、过了冬了。</b></p>\n<p>「电区房」什么时被提出来的?我问。</p>\n<p> @hellopbs 想了下说,前两天大家还在挖坟,应该是 18 年 9 月就提出了。</p>\n<p><b>「对这个概念的感觉,就是它是促使我买这个车的最大原因。」</b>@hellopbs 说,换电站的出现,第一次让人在心理上对补能没有负担。</p>\n<p>它是「一个靠谱可用的设施,到了立即可以用」,是补能方式的根本性变化,而充电站——「需要关心站点位置、维护水平、有没有坏、还要考虑价格是否便宜,有时候两块多一度电….这其实是很麻烦的事情。」</p>\n<p><img src=\"https://static.tigerbbs.com/592c03f1c639d17185e3a1e62a9e706d\" tg-width=\"511\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p>\n<p>@hellopbs 给我们发来来一张照片。他的车正在换电,换电站后面的小区就是他目前的住所。这就是「电区房」。</p>\n<p>但即便这样,他对 2020 年的「电区房」依然是有批评的。</p>\n<p>@hellopbs 回忆到,2019 年刚提车时,换电站的设施是足够的。随着蔚来车越来越多,北京开始出现排长龙、抢位置的情况。</p>\n<p><img src=\"https://static.tigerbbs.com/5e760f982aeec0e40346841987fbab4c\" tg-width=\"412\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p>\n<p>@hellopbs 为此写了一个长贴发在蔚来社区,吐槽当时距离蔚来换电站「200 米下单」的规则。</p>\n<p>长贴中提到他太太在亦庄换电站的经历:</p>\n<p>第一个到,排队第一,但在换电站 9 点即将营业时,系统却一瞬间涌进来 4 台车,然而当时它们均不在现场(或在开进来的路上,进而导致她太太被系统排在了第五位,「勤勤恳恳现场排队的第一人,输给了各种科技和骚操作。」</p>\n<p>蔚来后来调了数据排查,发现上海换电的平均等待时间 20 分钟不到,但北京要 30-40 分钟。排队严重,才是「各种骚操作」层出不穷的原因。</p>\n<p>压力一下子到了蔚来,尤其是北京团队这边。</p>\n<p><img src=\"https://static.tigerbbs.com/39b41af6eb09023db3d5c5c8eb57baf1\" tg-width=\"919\" tg-height=\"623\" referrerpolicy=\"no-referrer\"></p>\n<p>@麻子斯儿供图,蔚来车主的野营</p>\n<p>「现在肯定好很多了,还是挺人性挺灵活,想了很多办法。」@麻子斯儿 也是北京「电区房」的用户。</p>\n<p>他告诉我们,蔚来北京后来出了很多新政策,譬如换电不愿意排队,蔚来提供免费充电。只要找个蔚来 App 能支付的充电站去充,费用蔚来出。</p>\n<p>「这样一来,有些人经过换电站一看人多,就自己找地方去充了。对于蔚来而言,费用都一样。」加上北京换电站的数量也在快速增长,也从最早的七八个到现在的十几个,「换电很方便,我基本不用充电。」</p>\n<p><img src=\"https://static.tigerbbs.com/a2b2bb3760ba95481cc4911a4560238c\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>@hellopbs 在车展上当蔚来志愿者</p>\n<p>对于目前体验的提升,@hellopbs 也是认可的,觉得蔚来在想各种解决问题的办法,虽然相对而言进步得没那么快,但终归是往好的方向发展。</p>\n<p>但他觉得换电的体验其实能做得更好。</p>\n<p>譬如,现在车机可以导航、抵达换电站时自动下单,但出发时,可能换电站还有三块电池。等真到了换电站,可能前面有四个人在排队,这心理落差就挺大的。</p>\n<p>蔚来完全可以把<b>「现在有多少人正导航去换电站、实际时间与路程、你这个时间导航过去大概排第几、换电完需要多长时间</b>」做实时动态呈现,「给用户更具体的时间和反馈,这才是更完整的体验。」</p>\n<p><b>五、「换电除外」与 「BaaS」</b></p>\n<p><img src=\"https://static.tigerbbs.com/8cea61077fc07c49aa681cafce8e3437\" tg-width=\"1024\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"></p>\n<p>在 2020 年,如果说与「电区房」有着相同热度,甚至还有所胜出的词汇是什么?我会选择<b>「换电除外」与「BaaS」</b>。</p>\n<p>「换电除外」又被戏称为「蔚来专条」,原文是:「从 2020 年起新能源乘用车补贴前售价须在 30 万元以下(含 30 万元),但支持换电的车辆不受此规定限制。」</p>\n<p>这一段文字来自 4 月 23 日,财政部、工业和信息化部、科技部、发展改革委发布的关于完善新能源汽车推广应用财政补贴政策的通知。</p>\n<p><img src=\"https://static.tigerbbs.com/12f19b409d8f4e1e724e9373b4077c89\" tg-width=\"522\" tg-height=\"429\" referrerpolicy=\"no-referrer\"></p>\n<p>当年两会上,工信部部长苗圩在接受记者提问时,也再次提到了「将鼓励换电新模式的发展。」</p>\n<p>当时,虎嗅网发表了一篇文章,透露<b>2020 年新补贴政策出台后,蔚来在三天内拿下了 2000 个大定。</b></p>\n<p>现在回过头看,2020 年 4 月是蔚来发展史上特别重要的一个月份。</p>\n<p><b>与合肥实质性协议的签署与国家政策层面对蔚来「换电模式」的认可,让蔚来跳出了「绝地求生」的格局,颇有大势初成、虎出林山之貌。</b></p>\n<p>就在一周前,我的大学同学跑来问蔚来 ES6 的好与不好。我说如果只是代步,其实可以考虑更便宜点的电动车。</p>\n<p>「蔚来的品牌还是不一样,我们这把年纪了,还是要考虑一下…..」他回答说。而以「换电」为代表的服务,则是让他下定决心大定的核心原因。</p>\n<p><img src=\"https://static.tigerbbs.com/a04cb9563ad9fc9a249c014e61397555\" tg-width=\"650\" tg-height=\"665\" referrerpolicy=\"no-referrer\"></p>\n<p>看一组数据吧,在 2020 年 4 月国家政策站台「换电」后,蔚来的交付数一路攀升,从 2020 年 4 月的单月总计 3155,一路攀升到 2021 年 4 月的 7102 台,最新发布的 2021 年 5 月的单月交付数据则为 6711 台。</p>\n<p><img src=\"https://static.tigerbbs.com/a257a72b9282a3e9a2167dcd7fd104e0\" tg-width=\"1030\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>\n<p>最后,说一下 BaaS。</p>\n<p><b>BaaS ,Battery as a Service, 电池即服务,也就是蔚来的电池租用服务方案。</b>从消费者角度来讲,就是在买蔚来汽车时可以选择电池租用,整车价格减七万(以 70 kWh 电池包为例),但需要每月支付电池租用费用 980 元。</p>\n<p>这个方案是蔚来在 2020 年 8 月发布的。当时就引起了激烈的全网级争议。甚至连著名的蔚来车主三哥也表示了反对意见。</p>\n<p><img src=\"https://static.tigerbbs.com/dbcb1b1845a86a8f1697b8c8a33a65e2\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>蔚来著名车主三哥</p>\n<p>「我对 BaaS 的意见从来没有改变过。」今天中午,三哥在电话中这样说。</p>\n<p>首先,从企业层面看,<b>他坚持认为 BaaS 一种是年化率非常高的金融工具,能给企业带来连续的现金流,同时将用户绑在了体系内。</b></p>\n<p>此外,BaaS 还是变相的订阅制,符合科技企业接下来的大趋势。「<b>BasS 不是传统车企的思维模式,有点像互联网、软件的模式。</b>」</p>\n<p>「我觉得蔚来的主营业务,会从买断逐渐变成订阅或者租赁的销售模式。」三哥说,BaaS 会是转变的第一步,不排除随着车路协同、自动驾驶技术的进步,以后汽车不需要买了,「你就是买一个蔚来的会籍,等同于一个租赁公司。」</p>\n<p>从这个角度看,三哥认为蔚来前瞻性非常强,<b>已经为未来十年二十年的转变开始做准备了。</b></p>\n<p><img src=\"https://static.tigerbbs.com/830688127be9c9c6ca308200aefab326\" tg-width=\"614\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p>\n<p>但如果从消费者层面来看,三哥却认为并不友好,当然,也要看购买者是把汽车<b>当成耐用品,还是数码产品,「这两者是完全不同的消费挂念。</b>」</p>\n<p>如果当成是耐用品、打算要用到 10 年以上,三哥觉得一定不要选 BaaS,因为<b>长期使用成本毫无疑问是增加的</b>。「你自己算个数,超过五年后,肯定是亏的」。</p>\n<p>但如果是当成「数码产品」,像现在电动汽车变化巨大,<b>「三年前的 ES8 与现在的 ET7,就是<a href=\"https://laohu8.com/S/NOK\">诺基亚</a>跟<a href=\"https://laohu8.com/S/AAPL\">苹果</a>手机的区别,完全没法比」</b>,两三年就打算换台车,那 BaaS 就是一个好东西,是非常划算的。</p>\n<p><img src=\"https://static.tigerbbs.com/523da32939ecede4f93bed07f6600d17\" tg-width=\"1021\" tg-height=\"548\" referrerpolicy=\"no-referrer\"></p>\n<p>「一开始,BaaS 这账怎么算怎么贵。月租六年多,就会超出电池的价值,怎么能这么干呢?」@麻子斯儿 说刚开始也站在反对意见这一边,但后来慢慢聊,觉得<b>「蔚来这么多年来,真没割过我们老韭菜。」</b></p>\n<p>他还觉得,按照蔚来的调性,要不随着电池成本的下降,慢慢会下调月费;要不同样月费,慢慢会提供更大容量的电池。「如果这一点都想不到,你肯定不是蔚来车主。」</p>\n<p><img src=\"https://static.tigerbbs.com/378f808e8e3860b0bfcc3107809533b0\" tg-width=\"1080\" tg-height=\"721\" referrerpolicy=\"no-referrer\"></p>\n<p>@麻子斯儿 的判断是不是一厢情愿?我们去打听了下,就说是一位接近蔚来的业内人士 C 吧。</p>\n<p>C 说,BaaS 提供的是<b>一种可能性</b>,现在大家都在按照七年之后算,但 BaaS 的租金,其实跟移动的套餐一样。「降价这种事,移动联通不会直说,蔚来也不会直说。」</p>\n<p>随着时间往后推,这个价格一定会调整。过了两年,可能减,或者得到更多的容量,「之前算的账还有意义?」</p>\n<p>在 C 看来,<b>BaaS 出台后,让可玩性高了很多。</b>现在有了 ET7,下一台小一号的轿车,选择 BaaS 方案,车价一定会进入二十多万区间。</p>\n<p><b>「现在有些新车很火,今年还能卖一卖。等到明年,会被 ET7、ET5 夹着打。」</b></p>\n<p>C 的说法,我们也在三哥这里听到了。三哥说,蔚来接下来很可能出一款类似 Model 3 的东西。「现在只卖高端车型的话,销量上不去。」</p>\n<p>到时,BaaS 会是大部分人的选择。<b>「选了 BaaS 之后,可能就是 22 万、23 万这个价位了,能下沉到跟广本、凯美瑞去竞争了。」</b></p>\n<p><b>结语:</b></p>\n<p><img src=\"https://static.tigerbbs.com/c702f25eb44a60fbd635190acac4543b\" tg-width=\"1080\" tg-height=\"659\" referrerpolicy=\"no-referrer\"></p>\n<p>文章至此,已经写了八千多字。</p>\n<p>其实还有许多没有谈到,譬如<b>与中石化的合作</b>,在加油站里开换电站;譬如<b>从一代站到二代站</b>、从五块电池到 13 块电池的升级。这个变化,用@hellobps 的话来说,就是<b>二代站有点加油站的感觉了</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/8c4fe86163c9fc73fc4f64efa9522200\" tg-width=\"1080\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>\n<p>但正如文章开头所说,蔚来的 NIO Power 还在持续演进当中。</p>\n<p><img src=\"https://static.tigerbbs.com/969aa83729196b5379fc4bc273679e6c\" tg-width=\"511\" tg-height=\"511\" referrerpolicy=\"no-referrer\"><b>蔚来</b>1096天,超3,400,000次服务。21个里程碑回顾NIO Power三年成长足迹,感谢用户的支持与热爱,Power Forward!#NIOPower服务三周年视频号</p>\n<p>蔚来今天公布了一组数据:全国总计 284 座换电站,蔚来用户累积换电超过 200 万次;超充站 194 座、1524 根;目的地充电站 373 座,2084 根。</p>\n<p>Power Forward!四周年的 NIO Power 会怎样?</p>\n<p><b>充满期待,同样充满挑战。</b></p>","source":"lsy1574414115752","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>从嘲讽起步,8000字谈谈NIO Power这三年</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; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ 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.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从嘲讽起步,8000字谈谈NIO Power这三年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 10:14 北京时间 <a href=https://mp.weixin.qq.com/s/CIPvIN1FmbkTrVF_X9CC7g><strong>电动星球News</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月28日,NIO Power 三周年的日子。\n\n我早早就拟订了标题:从嘲讽起步。\n是的,从嘲讽起步。\n如果你记得「电动车主的自我修养」、记得围绕着「油车能去的地方、电车也能去」的责难、记得 2019 年对电动爹、大趋势的嘲讽、记得 2020 年补贴新政中的那句「换电除外」、记得开在中石化加油站里的换电站、记得 Baas刚出台时的不叫好…..\n\n但写下这些文字时,我又觉得很久远了——「奶妈车」这...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/CIPvIN1FmbkTrVF_X9CC7g\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebe8184d8a879f87125f20fc5d4a0e42","relate_stocks":{"NIO":"蔚来"},"source_url":"https://mp.weixin.qq.com/s/CIPvIN1FmbkTrVF_X9CC7g","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166508330","content_text":"6月28日,NIO Power 三周年的日子。\n\n我早早就拟订了标题:从嘲讽起步。\n是的,从嘲讽起步。\n如果你记得「电动车主的自我修养」、记得围绕着「油车能去的地方、电车也能去」的责难、记得 2019 年对电动爹、大趋势的嘲讽、记得 2020 年补贴新政中的那句「换电除外」、记得开在中石化加油站里的换电站、记得 Baas刚出台时的不叫好…..\n\n但写下这些文字时,我又觉得很久远了——「奶妈车」这三个字变正面了,电动爹电动蛆的说法不流行了、川藏充电网被打通了,连@王铜根 也无趣地吹起了增程车。\n所以,需要有一些文字进行记录,有关这三年。我们选择了口述、片段方式,希望用不同的人关于 NIO Power 的不同记忆,来完成这次叙事。\n当然,当代史从来没有定论,以 NIO Power 为代表的能源网络革命,依然还在前行中,也依然还会有被质疑的时候。\n以下,Enjoy!\n一、奶妈车与川藏线\n很多人都知道蔚来有「奶妈车」。\n在 NIO Power 体系中,它属于一键加电的一种服务——在周边充电资源匮乏时,蔚来会派出移动的充电车给蔚来车辆补电。\n但很多人不知道的,在 2018 年时,它曾引发群嘲,史称「奶妈车事件」。\n「奶妈车事件」发生在 2018 年 9 月。\n当时,一批蔚来创始版 ES8 车主,包括三哥、七姐、Doctor 金,等等,发起了一次万里新疆行。从广州出发,经过南昌、合肥、上海、济南、北京、呼和浩特、乌鲁木齐、再到霍尔果斯。\n当时蔚来的车交付不多, NIO Power 也刚刚出道。对这次万里新疆行,蔚来高度重视,派出了保障车保障。\n\n万里新疆行的奶妈车\n「但跑着跑着,就不对了。」三年后,Doctor 金 这样说。他说的「不对」,主要来自上面这张照片。\n这张照片当时引发了网上的口诛笔伐,蔚来被穷尽讽刺,甚至逼得官微删帖,专门发文予以解释:\n「小编这里想说,续航里程的保障不仅是单次充电的行驶距离,更是整个能量网络的动态化保障。本次新疆行就是 NIO Power 能量无忧服务在极端状况下演练。」\n\n「你觉得当时被骂正常吗?」我问 Doctor 金,他犹豫了一下,说「我做了一件劳民伤财的事,虽然玩得很爽。」\n他回忆到,当时也不知道蔚来有这项政策,他还背了四根慢充桩。发现蔚来出动保障车,是在呼尔浩特高速上了。「有几个大板车,拖着奶妈车,往北方跑,我当时就知道是来服务我们的。」\n「车主是蛮幸福的,但当时对 NIO Power 是个很大打击。」Doctor 金 说,蔚来其实想说的是,「下个一键加电,天涯海角都要去。」\n\n@麻子斯儿供图,北京蔚来车主们在野营\n「当年为什么去呀?那不是因为路上完全没有(充电桩、换电站),但是大家又想去,蔚来就提供这么一个特殊的服务,人蔚来乐意呀。」蔚来车主@麻子斯儿 来自北京,在谈及当年的风波时直言「天天那会儿喷它什么拖车,完全就有点过了。」\n在@麻子斯儿 看来,奶妈车只是蔚来 NIO Power 提供的一种服务,是一种更便捷的补能方式,蔚来也从来没有说只有奶妈车一种服务。\n「拿它去证明比油车有什么优越性,这个逻辑不成立,因为不可能常态化去保障,很不经济,确实也消耗人蔚来资源。」蔚来车主@hellopbs 在谈及当年风波时则这么说,即使他认为这个服务是好的、没问题的,也应该提供这个服务,「哪怕我加钱,来购买这个服务。」\nDoctor 金则说,他热爱旅行,但那次新疆行之后,他下定决心:第一,要再去西藏,一定不开特斯拉去,要开蔚来去;第二,一定不叫蔚来的奶妈车跟着了。\n\nDoctor 金供图,2018年6月的西藏行\n「要再去西藏」是什么意思?跟新疆行又有什么关系?\n他说万里新疆行其实来自 2018 年 6 月的一场赌约。\n当时他们一群特斯拉车友去了趟西藏。在林芝希尔顿酒店,定了蔚来 ES8 的车友(三哥、七姐)开始吹蔚来怎么好,于是打了个赌:「如果真像你们说得那样好,我就买一台蔚来,带大家去一趟新疆。」\n\nDoctor 金供图,NIOPOWER 川藏线上的20kwh直流桩\n2020 年,他六进西藏,最终帮助蔚来在川藏线上布局了14 座快充站,全程 2900 公里,从成都到珠峰大本营,共计 28 根20kw 直流快充桩。\n「算是还愿,也不计成本,对蔚来还是很有感情。」\n二、ES8 京港澳换电行\n\n新疆行之后,蔚来在舆论上颇为被动。\n当年年底,李斌多次就此事进行回应,表示创新要受到的误解和非议还是很多的,要打破常规认知不是一件容易的事情。还称当时克制住了在微博上吐槽的冲动:\n「所有的油不都是油罐车运过去的吗,你怎么就不让我运电过去呢,那个油也不是从地里长出来的。」\n这些话,当下看可能没毛病,但当时并没有得到认可,新疆行持续遭遇到了围攻。随便搜几个那时的媒体标题给大家看看。\n“蔚来奶妈车”引群嘲,未造完就敢上市,网友:不自量力\n蔚来\"奶妈车\"事件,蔚来到底能不能代表未来?\n蔚来的移动奶妈车 是科学?玄学?还是哲学?\n我们扒了下“开 ES8 去新疆”,市值超越长城的蔚来飘了\n哈哈哈!蔚来 ES8 新疆穿越,功臣是燃油板车拉着加电车跑\n\n2018年11月的蔚来ES8高速换电行\n于是,在李斌回应的同时,2018 年 11 月,蔚来发起了一次声势浩大的ES8 京港澳高速换电行——19 家媒体、4 台 ES8,从北京出发沿 G4 高速直驱深圳;14 个服务区,18 座换电,全程 2234 KM、历时 33 小时 57 分钟。\n\n2018年11月的蔚来ES8高速换电行,东莞厚街服务区\n上面这张图,是我们在翻查历史资料时找到的,最右边的是我,左手第二位是跟我同车的知乎大 V @汽车奇谈高小强 。\n当时,我们与一位著名特斯拉车主@Sunny 三人一台车,从长沙接力跑到了东莞厚街服务区——此行最后一个换电站所在地。\n「当时我觉得挺有魄力,但有点不切实际,形象工程,顶多铺设几条高速而已。」昨天,当我问及@汽车奇谈高小强 时,他这样说。\n\n2018年11月的蔚来ES8高速换电行,东莞厚街服务区\n当时的换电行,我觉得都在叫好,听高小强这样说,特地去搜了下,发现确实褒贬不一。有媒体标题是这样的:「蔚来的京港澳高速换电网络,很可能成为一个笑话。」\n我自己的报道也在算账,算 ES8 单次高速行驶的安全距离,算换电站的铺设有无可能。\n当时结论是这样的:\n\n 「还有一个数字可以说下。蔚来朋友调侃说,每一个充电站的造价大概相当于北京一套房的首付,也就是大概 30 万左右。全国一千座充电站,总价也仅仅相当于北京五环边两栋房。」\n\n\n蔚来车主制作的图片\n那三年后,你怎么看?查完,我接着问@汽车奇谈高小强 。\n「牛!像我们这种三四线的城市,也要建换电站了。」高小强说,他并不是从行业角度来看,而是纯粹作为消费者来判断的。\n高小强住在广东江门,他嘴中的三四线小城市。现在这里也开一家蔚来的店,店长是他认识的、前宝马 4S 店的主管。他身边也越来越多开蔚来车的朋友,甚至「开特斯拉的,都会觉蔚来的确比特斯拉高档半级。」\n从消费者的角度看,蔚来最特别之处就在于能换电。譬如,他的一位朋友,正在纠结是买 Model Y 还是 ES6——ES6 有换电站,不用担心电池衰减,但「你得有换电站,你不能让我去广州换电池。」\n\n李斌秦力洪在换电站前自拍\n高小强说,其他品牌其实也有牛逼的服务,但三四线小城市基本覆盖不到。「我们看到只是觉得是大城市才有的。」但蔚来不一样,「吹过的牛逼,现在都实现了。」\n我们赶紧说其实没实现,之前说的是 1000 个换电站。\n高小强反问,现在多少个?我说接近 300 个了。他又问,之前说多长时间实现?我犹豫了下,说好像是三年。(纠正——2018 年 9 月,在成都牛屋开业时,蔚来当时的计划是在 2020 年建成 1000 个换电站。后来李斌多次在与用户见面时自嘲,表示之前很难,的确没做到。)\n那不就行了!高小强说,换电站其实对于消费者信心很重要。可能消费者一年都不换一次,但「我可以不用,但必须要有。」这就像是 1000 公里续航的电动车,谁需要单程跑一千公里?但大家都想要。\n「我任何的朋友,只要对蔚来有点研究,都会觉得换电站是个重要的因素。」\n三、电动黑与电动吹\n围绕着「万里新疆行」、「京港澳高速换电行」的纷争,从现在看只是大战的前菜,真正对 NIO Power 甚至蔚来的炮轰、总攻,发生在 2019年,并演变成一场持续一整年的电动黑与电动吹的战争。\n\n2019 年 2 月,微博@王铜根 发表了一篇题为《蔚来 ES8,百公里烧 35-40 升柴油的电动车》,对 ES8 、对环保理念、对蔚来的「服务」、「加电比加油更方便」远景等等进行了冷嘲热讽、全覆盖打击。\n文章称他和摔丸子、刘越(@轼界)三人开着一辆 ES8 走了次东北,蔚来同样派了奶妈车跟随加电,进而导致他们消耗了 1200 升柴油,「算下来蔚来每行驶 100 公里,要消耗 35 升、40 升柴油!」、蔚来「不便利,不环保,不智能,留下的只有笑柄」。\n\n文章一出,蔚来车主群当时就炸了,整体舆论也有进一步「黑化」的倾向。舆情越搅越乱,最终在当年 4 月、9 月形成两个电动吹与电动黑的大战。\n先说 4 月。\n4 月 21 日,蔚来车主@LEE19820 发表了一篇题为《从李想说交流晕车开始说起》的微博文章。\n在当时,这可谓是平地一声雷。因为它不仅点破了当时蔚来车主心中广泛揣测的阴谋论,更引发了后续一系列事件:在线喂屎、车主维权、李斌公开点名谴责、车评人 38 号道歉,以及时任蔚来公共总监@一苒 的请辞调岗..... 近十年来,可谓绝无仅有。\n(详情请查阅我们早前报道《车主的崛起?!从 38 号「在线喂屎」谈起》)\n\n接着是九月。\n在@王铜根 发表文章引发舆论黑化 7 个月后,越来越多的信息表明,@王铜根、摔丸子、刘越(@轼界)三人并没有跑 3000 公里去到所谓的大兴安岭。\n@王铜根 先是在 9 月 28 日发表微博,疯狂 Diss 「电吹媒体」,说「电吹媒体是近些年的新生物种,为了一点蝇头小利,不惜胡说八道,昧着良心疯狂吹捧电动车的人。」\n\n隔天一早,他再次发表一条微博(如上),再次引爆了大战。近乎所有的电动汽车大 V 都被卷入其中,包括@电池王、@董买买、@电动车公社、@常岩 @电车校长,以及我们。\n两年之后,我问@董买买 怎么看当年那场纷争。他的回答是:「你现在回过头来看,就是痛打落水狗。」\n@董买买 说,这其实是门生意,不相信蔚来能做成,又需要一定的流量,在那个点上 DISS 蔚来,「无疑是合适的」。\n但现在看,都是一群知识匮乏、脑子不够用的的人。「无论是换电站、加电车,还是牛屋,他们的所有判断都不对。」(关于此事,可参阅@电动车公社 当时的文章《@王铜根老师,做人要善良!》)\n\n一个多月后的 11 月 18 日,在与@王铜根 隔空对战几轮后,我们发表了一篇题为《不要怪别人要打击你王铜根,是你落后于整个时代了》的文章。\n在文中,我们写到:\n\n 「不管你骂得多卖力,如何偷换概念,Model 3 都会国产、ID.3 也会国产、蔚来的销量也会上升、路上自动驾驶的车也会越来越多….你再写十篇文章反击我也没用,这个世界会告诉你大多数人的选择。等答案明了,我们再来看今天的争论,会觉得很有意思。」\n\n王铜根没有回复这封信,而两年后再看,是不是很有意思?\n四、电区房的冬天\n\n2020 年 的 5 月,蔚来发布了 2020 年 Q1 的财报。在当时报道中我们写到:\n「相信看完财报、听完财报会议……我们甚至觉得在经历了漫长的冬季、史无前例的疫情后,蔚来正慢慢有点像它的车主们说的那样——黑不动了!」\n说「黑不动」,不仅因为当时蔚来与合肥正式敲定了蔚来中国最终投资协议、各项数据在疫情期间也持续向好,还因为「换电模式」在国家政策层面被确立了。\n\n在这一年中,出了很多与「蔚来」有关的热词。譬如,现在要说的的「电区房」。小标题打上「冬天」则有两层含义:1、这一年的冬天很难;2、过了冬了。\n「电区房」什么时被提出来的?我问。\n @hellopbs 想了下说,前两天大家还在挖坟,应该是 18 年 9 月就提出了。\n「对这个概念的感觉,就是它是促使我买这个车的最大原因。」@hellopbs 说,换电站的出现,第一次让人在心理上对补能没有负担。\n它是「一个靠谱可用的设施,到了立即可以用」,是补能方式的根本性变化,而充电站——「需要关心站点位置、维护水平、有没有坏、还要考虑价格是否便宜,有时候两块多一度电….这其实是很麻烦的事情。」\n\n@hellopbs 给我们发来来一张照片。他的车正在换电,换电站后面的小区就是他目前的住所。这就是「电区房」。\n但即便这样,他对 2020 年的「电区房」依然是有批评的。\n@hellopbs 回忆到,2019 年刚提车时,换电站的设施是足够的。随着蔚来车越来越多,北京开始出现排长龙、抢位置的情况。\n\n@hellopbs 为此写了一个长贴发在蔚来社区,吐槽当时距离蔚来换电站「200 米下单」的规则。\n长贴中提到他太太在亦庄换电站的经历:\n第一个到,排队第一,但在换电站 9 点即将营业时,系统却一瞬间涌进来 4 台车,然而当时它们均不在现场(或在开进来的路上,进而导致她太太被系统排在了第五位,「勤勤恳恳现场排队的第一人,输给了各种科技和骚操作。」\n蔚来后来调了数据排查,发现上海换电的平均等待时间 20 分钟不到,但北京要 30-40 分钟。排队严重,才是「各种骚操作」层出不穷的原因。\n压力一下子到了蔚来,尤其是北京团队这边。\n\n@麻子斯儿供图,蔚来车主的野营\n「现在肯定好很多了,还是挺人性挺灵活,想了很多办法。」@麻子斯儿 也是北京「电区房」的用户。\n他告诉我们,蔚来北京后来出了很多新政策,譬如换电不愿意排队,蔚来提供免费充电。只要找个蔚来 App 能支付的充电站去充,费用蔚来出。\n「这样一来,有些人经过换电站一看人多,就自己找地方去充了。对于蔚来而言,费用都一样。」加上北京换电站的数量也在快速增长,也从最早的七八个到现在的十几个,「换电很方便,我基本不用充电。」\n\n@hellopbs 在车展上当蔚来志愿者\n对于目前体验的提升,@hellopbs 也是认可的,觉得蔚来在想各种解决问题的办法,虽然相对而言进步得没那么快,但终归是往好的方向发展。\n但他觉得换电的体验其实能做得更好。\n譬如,现在车机可以导航、抵达换电站时自动下单,但出发时,可能换电站还有三块电池。等真到了换电站,可能前面有四个人在排队,这心理落差就挺大的。\n蔚来完全可以把「现在有多少人正导航去换电站、实际时间与路程、你这个时间导航过去大概排第几、换电完需要多长时间」做实时动态呈现,「给用户更具体的时间和反馈,这才是更完整的体验。」\n五、「换电除外」与 「BaaS」\n\n在 2020 年,如果说与「电区房」有着相同热度,甚至还有所胜出的词汇是什么?我会选择「换电除外」与「BaaS」。\n「换电除外」又被戏称为「蔚来专条」,原文是:「从 2020 年起新能源乘用车补贴前售价须在 30 万元以下(含 30 万元),但支持换电的车辆不受此规定限制。」\n这一段文字来自 4 月 23 日,财政部、工业和信息化部、科技部、发展改革委发布的关于完善新能源汽车推广应用财政补贴政策的通知。\n\n当年两会上,工信部部长苗圩在接受记者提问时,也再次提到了「将鼓励换电新模式的发展。」\n当时,虎嗅网发表了一篇文章,透露2020 年新补贴政策出台后,蔚来在三天内拿下了 2000 个大定。\n现在回过头看,2020 年 4 月是蔚来发展史上特别重要的一个月份。\n与合肥实质性协议的签署与国家政策层面对蔚来「换电模式」的认可,让蔚来跳出了「绝地求生」的格局,颇有大势初成、虎出林山之貌。\n就在一周前,我的大学同学跑来问蔚来 ES6 的好与不好。我说如果只是代步,其实可以考虑更便宜点的电动车。\n「蔚来的品牌还是不一样,我们这把年纪了,还是要考虑一下…..」他回答说。而以「换电」为代表的服务,则是让他下定决心大定的核心原因。\n\n看一组数据吧,在 2020 年 4 月国家政策站台「换电」后,蔚来的交付数一路攀升,从 2020 年 4 月的单月总计 3155,一路攀升到 2021 年 4 月的 7102 台,最新发布的 2021 年 5 月的单月交付数据则为 6711 台。\n\n最后,说一下 BaaS。\nBaaS ,Battery as a Service, 电池即服务,也就是蔚来的电池租用服务方案。从消费者角度来讲,就是在买蔚来汽车时可以选择电池租用,整车价格减七万(以 70 kWh 电池包为例),但需要每月支付电池租用费用 980 元。\n这个方案是蔚来在 2020 年 8 月发布的。当时就引起了激烈的全网级争议。甚至连著名的蔚来车主三哥也表示了反对意见。\n\n蔚来著名车主三哥\n「我对 BaaS 的意见从来没有改变过。」今天中午,三哥在电话中这样说。\n首先,从企业层面看,他坚持认为 BaaS 一种是年化率非常高的金融工具,能给企业带来连续的现金流,同时将用户绑在了体系内。\n此外,BaaS 还是变相的订阅制,符合科技企业接下来的大趋势。「BasS 不是传统车企的思维模式,有点像互联网、软件的模式。」\n「我觉得蔚来的主营业务,会从买断逐渐变成订阅或者租赁的销售模式。」三哥说,BaaS 会是转变的第一步,不排除随着车路协同、自动驾驶技术的进步,以后汽车不需要买了,「你就是买一个蔚来的会籍,等同于一个租赁公司。」\n从这个角度看,三哥认为蔚来前瞻性非常强,已经为未来十年二十年的转变开始做准备了。\n\n但如果从消费者层面来看,三哥却认为并不友好,当然,也要看购买者是把汽车当成耐用品,还是数码产品,「这两者是完全不同的消费挂念。」\n如果当成是耐用品、打算要用到 10 年以上,三哥觉得一定不要选 BaaS,因为长期使用成本毫无疑问是增加的。「你自己算个数,超过五年后,肯定是亏的」。\n但如果是当成「数码产品」,像现在电动汽车变化巨大,「三年前的 ES8 与现在的 ET7,就是诺基亚跟苹果手机的区别,完全没法比」,两三年就打算换台车,那 BaaS 就是一个好东西,是非常划算的。\n\n「一开始,BaaS 这账怎么算怎么贵。月租六年多,就会超出电池的价值,怎么能这么干呢?」@麻子斯儿 说刚开始也站在反对意见这一边,但后来慢慢聊,觉得「蔚来这么多年来,真没割过我们老韭菜。」\n他还觉得,按照蔚来的调性,要不随着电池成本的下降,慢慢会下调月费;要不同样月费,慢慢会提供更大容量的电池。「如果这一点都想不到,你肯定不是蔚来车主。」\n\n@麻子斯儿 的判断是不是一厢情愿?我们去打听了下,就说是一位接近蔚来的业内人士 C 吧。\nC 说,BaaS 提供的是一种可能性,现在大家都在按照七年之后算,但 BaaS 的租金,其实跟移动的套餐一样。「降价这种事,移动联通不会直说,蔚来也不会直说。」\n随着时间往后推,这个价格一定会调整。过了两年,可能减,或者得到更多的容量,「之前算的账还有意义?」\n在 C 看来,BaaS 出台后,让可玩性高了很多。现在有了 ET7,下一台小一号的轿车,选择 BaaS 方案,车价一定会进入二十多万区间。\n「现在有些新车很火,今年还能卖一卖。等到明年,会被 ET7、ET5 夹着打。」\nC 的说法,我们也在三哥这里听到了。三哥说,蔚来接下来很可能出一款类似 Model 3 的东西。「现在只卖高端车型的话,销量上不去。」\n到时,BaaS 会是大部分人的选择。「选了 BaaS 之后,可能就是 22 万、23 万这个价位了,能下沉到跟广本、凯美瑞去竞争了。」\n结语:\n\n文章至此,已经写了八千多字。\n其实还有许多没有谈到,譬如与中石化的合作,在加油站里开换电站;譬如从一代站到二代站、从五块电池到 13 块电池的升级。这个变化,用@hellobps 的话来说,就是二代站有点加油站的感觉了。\n\n但正如文章开头所说,蔚来的 NIO Power 还在持续演进当中。\n蔚来1096天,超3,400,000次服务。21个里程碑回顾NIO Power三年成长足迹,感谢用户的支持与热爱,Power Forward!#NIOPower服务三周年视频号\n蔚来今天公布了一组数据:全国总计 284 座换电站,蔚来用户累积换电超过 200 万次;超充站 194 座、1524 根;目的地充电站 373 座,2084 根。\nPower Forward!四周年的 NIO Power 会怎样?\n充满期待,同样充满挑战。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159760248,"gmtCreate":1624980496384,"gmtModify":1624980496384,"author":{"id":"3536195293147735","authorId":"3536195293147735","name":"王狗狗","avatar":"https://static.tigerbbs.com/c7f23353245c567e773ee5003862275b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536195293147735","idStr":"3536195293147735"},"themes":[],"htmlText":"<a 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