一只小雪球的个人主页 - 老虎社区

一只小雪球

一只小雪球

只有财运爆炸的人才能看到我的个人简介喔😬

IP属地：广东

24关注

19粉丝

2主题

0勋章

一只小雪球

2025-03-20

$老虎证券(TIGR)$ 股东套现离场？

一只小雪球

2025-08-26

$老虎证券(TIGR)$ 财报利润爆炸，准备起飞！

一只小雪球

2021-09-10

$老虎证券(TIGR)$老虎还远远没有回到价值

一只小雪球

2021-06-04

昨天已重仓

抱歉，原内容已删除

一只小雪球

2025-08-20

$富途控股(FUTU)$ 今晚财报起飞

一只小雪球

2025-03-26

对，作为消费者和投资人，强烈要求发周榜。闭门造不出好车，怕见阳光永远长不高。

中汽协倡导停发周销量后乱象丛生，上周理想销量重回第一

一只小雪球

2021-06-12

长期看好，持有老虎一辈子

抱歉，原内容已删除

一只小雪球

2025-08-01

呵呵...... 余承东一样的人

雷军：7月，小米汽车交付量超过30000台

一只小雪球

2025-07-30

Replying to @守得云开:小伙子，你不适合做投资啊，巴菲特是靠一天就赚到那么多钱的吗？炒短线是没有好下场的//@守得云开:13厘米闪崩，资本告诉我，i8，它阵亡了！你啥也不是，说了不算！//@一只小雪球:下周开始，精力全部放回L9,L8,L7,L6后，加上i8,理想很快重回第一

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余承东一样的人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462882616078744","repostId":"1116387543","repostType":2,"repost":{"id":"1116387543","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1754013765,"share":"https://www.laohu8.com/m/news/1116387543?lang=zh_CN&edition=full","pubTime":"2025-08-01 10:02","market":"hk","language":"zh","title":"雷军：7月，小米汽车交付量超过30000台","url":"https://stock-news.laohu8.com/highlight/detail?id=1116387543","media":"老虎资讯综合","summary":"8月1日，$小米(01810)$集团董事长雷军：7月，$小米(81810)$汽车交付量超过30000台。感谢大家的选择与支持。 ","content":"<html><head></head><body><p>8月1日，<a href=\"https://laohu8.com/S/01810\">小米</a>集团董事长雷军：7月，<a href=\"https://laohu8.com/S/81810\">小米</a>汽车交付量超过30000台。感谢大家的选择与支持。 </p><p class=\"t-img-caption\"><img 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","news_type":1,"symbols_score_info":{"XIACY":0.6,"01810":1}},"isVote":1,"tweetType":1,"viewCount":1393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462161732006112,"gmtCreate":1753850986356,"gmtModify":1753850989647,"author":{"id":"3547255265048867","authorId":"3547255265048867","name":"一只小雪球","avatar":"https://static.tigerbbs.com/843fdce803db084a326314ea41391de4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547255265048867","idStr":"3547255265048867"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3568286636444403\">@守得云开</a>:小伙子，你不适合做投资啊，巴菲特是靠一天就赚到那么多钱的吗？炒短线是没有好下场的//<a href=\"https://laohu8.com/U/3568286636444403\">@守得云开</a>:13厘米闪崩，资本告诉我，i8，它阵亡了！你啥也不是，说了不算！//<a href=\"https://laohu8.com/U/3547255265048867\">@一只小雪球</a>:下周开始，精力全部放回L9,L8,L7,L6后，加上i8,理想很快重回第一","listText":"Replying to <a href=\"https://laohu8.com/U/3568286636444403\">@守得云开</a>:小伙子，你不适合做投资啊，巴菲特是靠一天就赚到那么多钱的吗？炒短线是没有好下场的//<a href=\"https://laohu8.com/U/3568286636444403\">@守得云开</a>:13厘米闪崩，资本告诉我，i8，它阵亡了！你啥也不是，说了不算！//<a href=\"https://laohu8.com/U/3547255265048867\">@一只小雪球</a>:下周开始，精力全部放回L9,L8,L7,L6后，加上i8,理想很快重回第一","text":"Replying to @守得云开:小伙子，你不适合做投资啊，巴菲特是靠一天就赚到那么多钱的吗？炒短线是没有好下场的//@守得云开:13厘米闪崩，资本告诉我，i8，它阵亡了！你啥也不是，说了不算！//@一只小雪球:下周开始，精力全部放回L9,L8,L7,L6后，加上i8,理想很快重回第一","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462161732006112","isVote":1,"tweetType":1,"viewCount":2527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439930986569744,"gmtCreate":1748443579882,"gmtModify":1748443582158,"author":{"id":"3547255265048867","authorId":"3547255265048867","name":"一只小雪球","avatar":"https://static.tigerbbs.com/843fdce803db084a326314ea41391de4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547255265048867","idStr":"3547255265048867"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/4088807103350190\">@Liangchen</a>:问界，尊界，享界…. 为什么不行？为什么所有的加起来都比不过别人一个搞增程的理想，想过是为什么吗？//<a href=\"https://laohu8.com/U/4088807103350190\">@Liangchen</a>:有什么好奇怪的 老美十多个科技企业 对标一个Huawei,怎么不说？//<a href=\"https://laohu8.com/U/3547255265048867\">@一只小雪球</a>:拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","listText":"Replying to <a href=\"https://laohu8.com/U/4088807103350190\">@Liangchen</a>:问界，尊界，享界…. 为什么不行？为什么所有的加起来都比不过别人一个搞增程的理想，想过是为什么吗？//<a href=\"https://laohu8.com/U/4088807103350190\">@Liangchen</a>:有什么好奇怪的 老美十多个科技企业 对标一个Huawei,怎么不说？//<a href=\"https://laohu8.com/U/3547255265048867\">@一只小雪球</a>:拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","text":"Replying to @Liangchen:问界，尊界，享界…. 为什么不行？为什么所有的加起来都比不过别人一个搞增程的理想，想过是为什么吗？//@Liangchen:有什么好奇怪的 老美十多个科技企业 对标一个Huawei,怎么不说？//@一只小雪球:拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439930986569744","isVote":1,"tweetType":1,"viewCount":2529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439929743995744,"gmtCreate":1748443408808,"gmtModify":1748443411820,"author":{"id":"3547255265048867","authorId":"3547255265048867","name":"一只小雪球","avatar":"https://static.tigerbbs.com/843fdce803db084a326314ea41391de4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547255265048867","idStr":"3547255265048867"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/4088807103350190\">@Liangchen</a>:老美那十多个科技企业都是造手机的吗？//<a href=\"https://laohu8.com/U/4088807103350190\">@Liangchen</a>:有什么好奇怪的 老美十多个科技企业 对标一个Huawei,怎么不说？//<a href=\"https://laohu8.com/U/3547255265048867\">@一只小雪球</a>:拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","listText":"Replying to <a href=\"https://laohu8.com/U/4088807103350190\">@Liangchen</a>:老美那十多个科技企业都是造手机的吗？//<a href=\"https://laohu8.com/U/4088807103350190\">@Liangchen</a>:有什么好奇怪的 老美十多个科技企业 对标一个Huawei,怎么不说？//<a href=\"https://laohu8.com/U/3547255265048867\">@一只小雪球</a>:拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","text":"Replying to @Liangchen:老美那十多个科技企业都是造手机的吗？//@Liangchen:有什么好奇怪的 老美十多个科技企业 对标一个Huawei,怎么不说？//@一只小雪球:拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439929743995744","isVote":1,"tweetType":1,"viewCount":2733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439564169335048,"gmtCreate":1748343572725,"gmtModify":1748343574935,"author":{"id":"3547255265048867","authorId":"3547255265048867","name":"一只小雪球","avatar":"https://static.tigerbbs.com/843fdce803db084a326314ea41391de4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547255265048867","idStr":"3547255265048867"},"themes":[],"htmlText":"拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","listText":"拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","text":"拿几十个企业来跟别人一个企业比，不堆到第一心里就不甘，服！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439564169335048","isVote":1,"tweetType":1,"viewCount":2488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417727097094552,"gmtCreate":1742982981594,"gmtModify":1742982983633,"author":{"id":"3547255265048867","authorId":"3547255265048867","name":"一只小雪球","avatar":"https://static.tigerbbs.com/843fdce803db084a326314ea41391de4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547255265048867","idStr":"3547255265048867"},"themes":[],"htmlText":"对，作为消费者和投资人，强烈要求发周榜。闭门造不出好车，怕见阳光永远长不高。","listText":"对，作为消费者和投资人，强烈要求发周榜。闭门造不出好车，怕见阳光永远长不高。","text":"对，作为消费者和投资人，强烈要求发周榜。闭门造不出好车，怕见阳光永远长不高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/417727097094552","repostId":"2522862367","repostType":2,"repost":{"id":"2522862367","kind":"news","pubTimestamp":1742959274,"share":"https://www.laohu8.com/m/news/2522862367?lang=zh_CN&edition=full","pubTime":"2025-03-26 11:21","market":"us","language":"zh","title":"中汽协倡导停发周销量后乱象丛生，上周理想销量重回第一","url":"https://stock-news.laohu8.com/highlight/detail?id=2522862367","media":"金融界","summary":"此前，中国汽车工业协会（中汽协）在3月18日发布《关于规范企业数据发布的倡议书》，呼吁车企停止发布销量周榜，以减少碎片化信息对市场的干扰，倡导以月度、季度或年度为周期发布数据。此前，蔚来、小鹏等车企多次公开质疑周销量榜单的真实性与价值。目前行业中发布销量榜单的数据，多数来自中汽数据终端零售数据即上险量，并非销量或交付量。","content":"<html><body><article><p>3月25日，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>在暂停一周后重启周销量数据发布，但与此前不同的是，此次仅公布了自家品牌的单周销量。3月17日至23日期间，理想汽车销量为0.86万辆，未提及其他品牌的排名或数据。此前，中国汽车工业协会（中汽协）在3月18日发布《关于规范企业数据发布的倡议书》，呼吁车企停止发布销量周榜，以减少碎片化信息对市场的干扰，倡导以月度、季度或年度为周期发布数据。这一倡议发布后，理想倒是不发周销量榜单了，但是各种自媒体榜单满天飞，反而导致乱象丛生。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250326112115676d206q2f5u73v3df\"/><p>尽管理想汽车未披露行业排名，但第三方机构<a href=\"https://laohu8.com/S/BITA\">易车</a>发布的榜单显示，上周新势力品牌销量中，理想以0.86万辆反超小鹏（0.75万辆），重回榜首。<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>以0.69万辆位列第三，小米汽车则以0.66万辆紧随其后，连续第六周维持产能极限水平。鸿蒙智行因产品更新换代影响，销量为0.42万辆，但其新款车型2025款M9上市72小时内大定突破2.1万辆，问界M8预售订单量超7万辆，显示出较强潜力。<a href=\"https://laohu8.com/S/NIO\">蔚来</a>品牌与子品牌乐道合计销量0.36万辆，仍处于榜单末端，内部正通过效率改革寻求突破。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250326112122361d206s5pqujwau28\"/><p>传统车企的新能源子品牌表现同样值得关注。吉利银河上周销量达0.74万辆，埃安凭借纯电小车UT的增量回升至0.67万辆，深蓝与<a href=\"https://laohu8.com/S/ZK\">极氪</a>分别以0.51万辆和0.30万辆紧随其后，极狐与腾势则分别录得0.28万辆和0.24万辆，反映出传统车企在新能源赛道加速发力。此前，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>、小鹏等车企多次公开质疑周销量榜单的真实性与价值。蔚来联合创始人秦力洪曾强调“周榜数据不严肃”，小鹏高管则直言“没必要虚张声势地晒战报秀肌肉”。目前行业中发布销量榜单的数据，多数来自中汽数据终端零售数据即上险量，并非销量或交付量。</p><img src=\"https://img.jrjimg.cn/2025/03/20250326110728091.png\"/><p>周销量榜单的存废之争折射出新能源市场竞争的白热化，高频数据发布可能加剧企业压力，尤其是来自资本市场与消费者的双重期待。从市场反馈看，即便理想暂停发布，第三方机构与媒体的周榜仍持续存在，反映出行业对实时数据的需求难以抑制。这种情况下，倒不如由专业机构来发布销量数据，起码能保证数据的真实性。</p></article></body></html>","source":"tencent","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>中汽协倡导停发周销量后乱象丛生，上周理想销量重回第一</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{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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: 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中汽协倡导停发周销量后乱象丛生，上周理想销量重回第一\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-26 11:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250326112145972378b7&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月25日，理想汽车在暂停一周后重启周销量数据发布，但与此前不同的是，此次仅公布了自家品牌的单周销量。3月17日至23日期间，理想汽车销量为0.86万辆，未提及其他品牌的排名或数据。此前，中国汽车工业协会（中汽协）在3月18日发布《关于规范企业数据发布的倡议书》，呼吁车企停止发布销量周榜，以减少碎片化信息对市场的干扰，倡导以月度、季度或年度为周期发布数据。这一倡议发布后，理想倒是不发周销量榜单了，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250326112145972378b7&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4509":"腾讯概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","NIO.SI":"蔚来","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4526":"热门中概股","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4563":"昨日强势股","BK4503":"景林资产持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4555":"新能源车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4505":"高瓴资本持仓","XPEV":"小鹏汽车","BK4574":"无人驾驶","BK4504":"桥水持仓","LI":"理想汽车","NIO":"蔚来","BK4588":"碎股","BK4548":"巴美列捷福持仓","02015":"理想汽车-W","BK4551":"寇图资本持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250326112145972378b7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2522862367","content_text":"3月25日，理想汽车在暂停一周后重启周销量数据发布，但与此前不同的是，此次仅公布了自家品牌的单周销量。3月17日至23日期间，理想汽车销量为0.86万辆，未提及其他品牌的排名或数据。此前，中国汽车工业协会（中汽协）在3月18日发布《关于规范企业数据发布的倡议书》，呼吁车企停止发布销量周榜，以减少碎片化信息对市场的干扰，倡导以月度、季度或年度为周期发布数据。这一倡议发布后，理想倒是不发周销量榜单了，但是各种自媒体榜单满天飞，反而导致乱象丛生。尽管理想汽车未披露行业排名，但第三方机构易车发布的榜单显示，上周新势力品牌销量中，理想以0.86万辆反超小鹏（0.75万辆），重回榜首。零跑汽车以0.69万辆位列第三，小米汽车则以0.66万辆紧随其后，连续第六周维持产能极限水平。鸿蒙智行因产品更新换代影响，销量为0.42万辆，但其新款车型2025款M9上市72小时内大定突破2.1万辆，问界M8预售订单量超7万辆，显示出较强潜力。蔚来品牌与子品牌乐道合计销量0.36万辆，仍处于榜单末端，内部正通过效率改革寻求突破。传统车企的新能源子品牌表现同样值得关注。吉利银河上周销量达0.74万辆，埃安凭借纯电小车UT的增量回升至0.67万辆，深蓝与极氪分别以0.51万辆和0.30万辆紧随其后，极狐与腾势则分别录得0.28万辆和0.24万辆，反映出传统车企在新能源赛道加速发力。此前，蔚来、小鹏等车企多次公开质疑周销量榜单的真实性与价值。蔚来联合创始人秦力洪曾强调“周榜数据不严肃”，小鹏高管则直言“没必要虚张声势地晒战报秀肌肉”。目前行业中发布销量榜单的数据，多数来自中汽数据终端零售数据即上险量，并非销量或交付量。周销量榜单的存废之争折射出新能源市场竞争的白热化，高频数据发布可能加剧企业压力，尤其是来自资本市场与消费者的双重期待。从市场反馈看，即便理想暂停发布，第三方机构与媒体的周榜仍持续存在，反映出行业对实时数据的需求难以抑制。这种情况下，倒不如由专业机构来发布销量数据，起码能保证数据的真实性。","news_type":1,"symbols_score_info":{"02015":0.9,"EVS.SI":0.6,"NIO":0.9,"NIO.SI":0.6,"LI":0.74,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":1217,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536804673881285","authorId":"3536804673881285","name":"冬冬_2021","avatar":"https://static.tigerbbs.com/0b4accd8c47073ebd491ff40f0e85541","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3536804673881285","idStr":"3536804673881285"},"content":"你是不怕内卷的，以后你们公司也周周排名，如何？","text":"你是不怕内卷的，以后你们公司也周周排名，如何？","html":"你是不怕内卷的，以后你们公司也周周排名，如何？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415396748878296,"gmtCreate":1742435050616,"gmtModify":1742435052125,"author":{"id":"3547255265048867","authorId":"3547255265048867","name":"一只小雪球","avatar":"https://static.tigerbbs.com/843fdce803db084a326314ea41391de4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547255265048867","idStr":"3547255265048867"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 股东套现离场？","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 股东套现离场？","text":"$老虎证券(TIGR)$ 股东套现离场？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":12,"repostSize":1,"link":"https://laohu8.com/post/415396748878296","isVote":1,"tweetType":1,"viewCount":10357,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573690740323982","authorId":"3573690740323982","name":"qq1014","avatar":"https://static.tigerbbs.com/8c24644abe9b05dce1f7c8de2e54f646","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3573690740323982","idStr":"3573690740323982"},"content":"昨天晚上就是他减持打压下来的？不然就到11～12了","text":"昨天晚上就是他减持打压下来的？不然就到11～12了","html":"昨天晚上就是他减持打压下来的？不然就到11～12了"},{"author":{"id":"20703384576125","authorId":"20703384576125","name":"Seven8","avatar":"https://static.tigerbbs.com/63c5325d49ab0fd75150e915a280d214","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"20703384576125","idStr":"20703384576125"},"content":"这个预公告，预计做的是sell covered call，选择相对价外的行权价做现金增收，不是直接减持股票，目前这个期权还没有成交。","text":"这个预公告，预计做的是sell covered call，选择相对价外的行权价做现金增收，不是直接减持股票，目前这个期权还没有成交。","html":"这个预公告，预计做的是sell covered call，选择相对价外的行权价做现金增收，不是直接减持股票，目前这个期权还没有成交。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409861450142128,"gmtCreate":1741073826449,"gmtModify":1741073827754,"author":{"id":"3547255265048867","authorId":"3547255265048867","name":"一只小雪球","avatar":"https://static.tigerbbs.com/843fdce803db084a326314ea41391de4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547255265048867","idStr":"3547255265048867"},"themes":[],"htmlText":"很多逻辑上的错误，可能是ai生成。只是在不足之处说对了一点点","listText":"很多逻辑上的错误，可能是ai生成。只是在不足之处说对了一点点","text":"很多逻辑上的错误，可能是ai生成。只是在不足之处说对了一点点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409861450142128","repostId":"2516905296","repostType":2,"repost":{"id":"2516905296","kind":"news","pubTimestamp":1741054748,"share":"https://www.laohu8.com/m/news/2516905296?lang=zh_CN&edition=full","pubTime":"2025-03-04 10:19","market":"us","language":"zh","title":"跌出前排、内部遇瓶颈，理想汽车被挤到了墙角？","url":"https://stock-news.laohu8.com/highlight/detail?id=2516905296","media":"蓝鲸财经","summary":"可谁曾想，刚进入2025年，理想汽车就给大伙儿上演了一出“跳水”好戏——第2周销量仅有0.76万辆。瞧瞧这数字，比去年12月动辄1.4万辆的销量，可是“缩水”了不少。这一跌不要紧，却让不少人直呼“没想到”。作为国内新能源汽车市场的一匹黑马，理想汽车可是在国内长期霸榜的实力派。去年12月之前，理想汽车一度实现了连续35周蝉联新势力品牌销量冠军，周销量破万辆更是家常便饭。","content":"<html><body><blockquote>\n<p>文｜蛇眼财经v</p>\n</blockquote>\n<p>近年来新能源汽车市场真是热闹非凡，各路“神仙”更是打得火热。可谁曾想，刚进入2025年，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>就给大伙儿上演了一出“跳水”好戏——第2周销量仅有0.76万辆。瞧瞧这数字，比去年12月动辄1.4万辆的销量，可是“缩水”了不少。这一跌不要紧，却让不少人直呼“没想到”。</p>\n<p>作为国内新能源汽车市场的一匹黑马，理想汽车可是在国内长期霸榜的实力派。去年12月之前，理想汽车一度实现了连续35周蝉联新势力品牌销量冠军，周销量破万辆更是家常便饭。但刚进入2025年，理想汽车的销量表现就一路急转直下，甚至出现了“断崖式”下跌。</p>\n<p><strong>“增长失速”理想遭遇滑铁卢</strong></p>\n<p>从周销量1.4万辆到周销量0.76万辆，理想汽车从去年12月份的巅峰，转瞬就跌下了神坛，让一众行业内外人士摸不着头脑。那么，一向要强的理想汽车到底遭遇了什么？</p>\n<p>其一，是产品矩阵失衡，过度依赖增程式技术路线，导致后续增长乏力。理想汽车过度依赖增程式技术路线，2024年推出的纯电车型L7E未能快速打开市场，导致销量增长乏力。数据显示，2024年理想L系列（L9/L8/L7/L6）中，仅L6因价格下探至30万元内实现销量爆发，其余车型销量同比下滑24%-34%。</p>\n<p>更严峻的是，首款纯电MPV MEGA全年销量不足5000辆，仅贡献3%的销量，与理想“50万辆年销目标”相去甚远。这种“增程依赖症”暴露出理想在纯电转型中的战略摇摆——既想维持增程车型利润，又试图抢占纯电市场，最终陷入“左右互搏”的泥潭。</p>\n<p>其二，在品牌认知层面，消费者始终将其视为“家庭增程车”品牌，难以突破高端纯电市场的竞争壁垒。尽管理想试图通过MEGA重塑高端形象，但55万元的定价、前卫的“子弹头”造型引发舆论争议，被讽为“脱离实际审美的工业设计”。相比之下，<a href=\"https://laohu8.com/S/ZK\">极氪</a>009以50万元内定价和实用配置实现月销3500辆，印证了“价格阈值”的重要性。更致命的是，理想在智能化领域的滞后——座舱芯片依赖<a href=\"https://laohu8.com/S/QCOM\">高通</a>8155、智驾算法未实现全场景覆盖，与华为ADS 2.0、小鹏XNGP的差距愈发明显。</p>\n<p>其三，随着行业对纯电技术的倾斜，理想汽车的增程式技术逐渐失去“差异化”优势。2024年，<a href=\"https://laohu8.com/S/300750\">宁德时代</a>推出续航超1000公里的麒麟电池，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>通过垂直整合实现成本控制，而理想仍在为5C超充技术的落地焦虑——其自建超充桩数量仅为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的1/10，导致纯电车型用户补能体验受限。政策层面，多地取消对增程式车型的购置税减免，进一步削弱其市场竞争力。</p>\n<p>面对此种情况，理想汽车也并非无动于衷，而是在纯电车型方面进一步发力。比如，2024年底理想汽车发布第二款纯电车型L6E，售价进一步下探至20万元以下，试图通过性价比来抢占市场。然而，这一策略被业内质疑为“以价换量”，可能进一步压缩利润空间。</p>\n<p><strong>三重夹击下的生存挑战</strong></p>\n<p>当然，除了内部因素之外，理想汽车销量的下滑，也与日益白热化的外部市场竞争脱不开关心。</p>\n<p>首先，随着众多车企入局中高端市场，理想汽车正面临从“蓝海”到“红海”的生存挤压。</p>\n<p>2024年，新能源汽车市场进入残酷的淘汰赛阶段，理想汽车遭遇来自传统车企、新势力及国际品牌的“三重围剿”。比亚迪、吉利等传统巨头加速电动化转型，推出比亚迪DM-i、吉利银河L7等混动车型，以更低价格抢占市场；问界、极氪等新势力则凭借华为智选模式和个性化设计分流用户，其中问界M7连续多月销量超越理想L系列，直接冲击其核心市场。国际品牌亦持续施压，特斯拉Model Y降价、宝马iX3国产化等动作，进一步挤压中高端市场空间。</p>\n<p>其次，在技术路线层面，理想汽车赖以发展壮大的增程式“护城河”正在失守。理想汽车曾以“无里程焦虑”为卖点的增程式技术，正面临行业与政策的双重质疑。多地取消新能源车购置税减免政策，对增程式车型的“非纯电”身份隐性限制，削弱其政策优势。</p>\n<p>同时，年轻消费者更倾向纯电驱动的智能化体验，而增程式车型因燃油机+电机的双系统设计导致维护成本高、技术复杂度大，逐渐失去吸引力。理想MEGA的失败，更暴露了增程式路线在高端市场的局限性——售价55万元的MPV因“殡仪车”争议单月销量仅数百辆，迫使公司紧急调整战略。</p>\n<p>最后，在品牌与组织架构层面，理想汽车陷入了“品牌定位模糊”与“组织效率低下”的双重困境。一方面，理想汽车试图同时维持“家庭用户”标签与切入高端纯电市场，导致传播策略混乱。例如，L7E的“性价比”营销与此前塑造的中高端形象冲突，而MEGA的激进定价（55.98万元起）进一步加剧品牌认知割裂。</p>\n<p>另一方面，内部因技术路线分歧引发的管理动荡频发，研发资源分散至增程式与纯电双线，导致新品迭代速度落后于竞争对手。2024年理想L6虽以24.98万元低价上市，但与L7的价差引发内部资源争夺，暴露了组织架构的僵化。</p>\n<p><strong>行业黑马遭遇“掉队”危机？</strong></p>\n<p>其实仔细看下来，理想汽车从行业黑马到迅速“掉队”，其实际面临的压力是越来越明显了。</p>\n<p>从财报来看，受行业冲击影响，理想汽车面临的财务压力已经显现。2024年，理想汽车正面临前所未有的财务压力。第三季度财报显示，其毛利率骤降至18.3%，同比减少3个百分点，主要源于纯电车型L7E研发投入高企但销量未达预期。</p>\n<p>更严峻的是，公司计划2025年投入超50亿元研发费用，但2024年自由现金流仅60亿元，资金链断裂风险凸显。这种“增收不增利”的困境在第四季度进一步加剧：受行业价格战影响，理想被迫对全系车型降价3万元，导致单车均价环比下滑至26万元，毛利率承压加剧。</p>\n<p>与此同时，理想汽车的投资收益波动剧烈，2024年上半年利润的85%依赖理财收益，而第三季度该部分亏损2197万元，加剧了市场对其盈利能力的质疑。</p>\n<p>从技术层面来看，理想汽车在核心技术创新领域面临的冲击，正在持续出现。相比比亚迪刀片电池、特斯拉FSD系统等颠覆性创新，其技术突破多集中于空间设计等实用层面，缺乏底层技术壁垒。更关键的是，座舱芯片、自动驾驶算法等核心领域仍依赖高通、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等外部供应商，与华为ADS 2.0、小鹏XNGP等自研方案差距显著。</p>\n<p>这种“拿来主义”策略在智能化竞赛中愈发被动，2024年第三季度研发费用同比减少9.2%，进一步延缓了技术迭代速度。另外，在线下渠道层面，理想过去偏重一二线城市，导致其在下沉市场覆盖不足，这将对理想汽车的纯电用户补能造成现实困扰。</p>\n<p>总的来看，倘若理想汽车不能及时调整线路，加大原创技术投入，以及新产品矩阵构建的话，接下来行业的淘汰赛也终将对其造成重大影响。</p>\n<p><strong>多面出击，理想汽车的生死时速</strong></p>\n<p>2025年，新能源汽车赛道进入淘汰赛加速期，理想汽车正站在“增程舒适区”与“纯电生死线”的十字路口。面对特斯拉降价、华为智驾围剿、小米等新势力入局的三重压力，这家曾以“家庭首选”标签领跑的新势力车企，亟需通过技术路线重构、品牌叙事革新与生态壁垒构建，完成从“爆款制造者”到“智能出行领导者”的跨越。</p>\n<p>首先，是明确技术路线，聚焦核心产品。短期内可保留增程车型满足存量用户需求，但需将资源全力投入纯电技术研发，避免“左右互搏”。在打造爆款纯电车型方面，借鉴特斯拉Model 3的策略，通过规模化生产和成本控制降低售价，同时强化智能化卖点（如全场景辅助驾驶）。</p>\n<p>其次. 重构品牌叙事，抢占高端心智。可在实际运作过程中，逐渐剥离“家庭车”标签，逐渐过渡到更加广泛的人群。通过赞助科技峰会、与顶尖高校合作研发等方式，塑造“高端智能出行”品牌形象；通过精准营销破圈，针对年轻用户推出限量版车型，联合社交媒体打造“网红打卡”效应，扩大品牌影响力。</p>\n<p>最后. 构建生态壁垒，降低转型风险。比如，通过自建超充网络：参考<a href=\"https://laohu8.com/S/NIO\">蔚来</a>NIO Power的模式，快速布局城市快充站，解决用户里程焦虑；另外，通过绑定产业链伙伴：如与宁德时代、<a href=\"https://laohu8.com/S/0KED.UK\">英飞凌</a>等企业成立合资公司，保障电池供应和技术迭代能力。</p>\n<p>与此同时，通过关停或外包部分非核心产能，集中资源保障主力车型产能。在智能驾驶层面，</p>\n<p>通过软件订阅（如ADAS服务）、充电服务分成等方式提升收入占比，减少对硬件销量的依赖。</p>\n<p>站在2025年的十字路口，理想汽车面临的不仅是短期销量下滑的压力，更是技术路线、品牌定位和商业模式的系统性挑战。若不能果断放弃增程式的舒适区，加速纯电化转型并构建差异化竞争优势，其“中国家庭用车第一品牌”的愿景将很容易落空。</p>\n</body></html>","source":"lanjinger_stock","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>跌出前排、内部遇瓶颈，理想汽车被挤到了墙角？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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: 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跌出前排、内部遇瓶颈，理想汽车被挤到了墙角？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-04 10:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/252101><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文｜蛇眼财经v\n\n近年来新能源汽车市场真是热闹非凡，各路“神仙”更是打得火热。可谁曾想，刚进入2025年，理想汽车就给大伙儿上演了一出“跳水”好戏——第2周销量仅有0.76万辆。瞧瞧这数字，比去年12月动辄1.4万辆的销量，可是“缩水”了不少。这一跌不要紧，却让不少人直呼“没想到”。\n作为国内新能源汽车市场的一匹黑马，理想汽车可是在国内长期霸榜的实力派。去年12月之前，理想汽车一度实现了连续35周...</p>\n\n<a href=\"https://www.lanjinger.com/d/252101\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK1587":"次新股","BK4563":"昨日强势股","02015":"理想汽车-W","BK4503":"景林资产持仓","BK4555":"新能源车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK1539":"汽车股","LU1720050803.USD":"安联全方位中国股票基金","BK1119":"汽车制造商","BK4588":"碎股","BK4548":"巴美列捷福持仓","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","BK4551":"寇图资本持仓","BK1588":"回港中概股","BK1575":"同股不同权","LI":"理想汽车","BK4099":"汽车制造商"},"source_url":"https://www.lanjinger.com/d/252101","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2516905296","content_text":"文｜蛇眼财经v\n\n近年来新能源汽车市场真是热闹非凡，各路“神仙”更是打得火热。可谁曾想，刚进入2025年，理想汽车就给大伙儿上演了一出“跳水”好戏——第2周销量仅有0.76万辆。瞧瞧这数字，比去年12月动辄1.4万辆的销量，可是“缩水”了不少。这一跌不要紧，却让不少人直呼“没想到”。\n作为国内新能源汽车市场的一匹黑马，理想汽车可是在国内长期霸榜的实力派。去年12月之前，理想汽车一度实现了连续35周蝉联新势力品牌销量冠军，周销量破万辆更是家常便饭。但刚进入2025年，理想汽车的销量表现就一路急转直下，甚至出现了“断崖式”下跌。\n“增长失速”理想遭遇滑铁卢\n从周销量1.4万辆到周销量0.76万辆，理想汽车从去年12月份的巅峰，转瞬就跌下了神坛，让一众行业内外人士摸不着头脑。那么，一向要强的理想汽车到底遭遇了什么？\n其一，是产品矩阵失衡，过度依赖增程式技术路线，导致后续增长乏力。理想汽车过度依赖增程式技术路线，2024年推出的纯电车型L7E未能快速打开市场，导致销量增长乏力。数据显示，2024年理想L系列（L9/L8/L7/L6）中，仅L6因价格下探至30万元内实现销量爆发，其余车型销量同比下滑24%-34%。\n更严峻的是，首款纯电MPV MEGA全年销量不足5000辆，仅贡献3%的销量，与理想“50万辆年销目标”相去甚远。这种“增程依赖症”暴露出理想在纯电转型中的战略摇摆——既想维持增程车型利润，又试图抢占纯电市场，最终陷入“左右互搏”的泥潭。\n其二，在品牌认知层面，消费者始终将其视为“家庭增程车”品牌，难以突破高端纯电市场的竞争壁垒。尽管理想试图通过MEGA重塑高端形象，但55万元的定价、前卫的“子弹头”造型引发舆论争议，被讽为“脱离实际审美的工业设计”。相比之下，极氪009以50万元内定价和实用配置实现月销3500辆，印证了“价格阈值”的重要性。更致命的是，理想在智能化领域的滞后——座舱芯片依赖高通8155、智驾算法未实现全场景覆盖，与华为ADS 2.0、小鹏XNGP的差距愈发明显。\n其三，随着行业对纯电技术的倾斜，理想汽车的增程式技术逐渐失去“差异化”优势。2024年，宁德时代推出续航超1000公里的麒麟电池，比亚迪通过垂直整合实现成本控制，而理想仍在为5C超充技术的落地焦虑——其自建超充桩数量仅为特斯拉的1/10，导致纯电车型用户补能体验受限。政策层面，多地取消对增程式车型的购置税减免，进一步削弱其市场竞争力。\n面对此种情况，理想汽车也并非无动于衷，而是在纯电车型方面进一步发力。比如，2024年底理想汽车发布第二款纯电车型L6E，售价进一步下探至20万元以下，试图通过性价比来抢占市场。然而，这一策略被业内质疑为“以价换量”，可能进一步压缩利润空间。\n三重夹击下的生存挑战\n当然，除了内部因素之外，理想汽车销量的下滑，也与日益白热化的外部市场竞争脱不开关心。\n首先，随着众多车企入局中高端市场，理想汽车正面临从“蓝海”到“红海”的生存挤压。\n2024年，新能源汽车市场进入残酷的淘汰赛阶段，理想汽车遭遇来自传统车企、新势力及国际品牌的“三重围剿”。比亚迪、吉利等传统巨头加速电动化转型，推出比亚迪DM-i、吉利银河L7等混动车型，以更低价格抢占市场；问界、极氪等新势力则凭借华为智选模式和个性化设计分流用户，其中问界M7连续多月销量超越理想L系列，直接冲击其核心市场。国际品牌亦持续施压，特斯拉Model Y降价、宝马iX3国产化等动作，进一步挤压中高端市场空间。\n其次，在技术路线层面，理想汽车赖以发展壮大的增程式“护城河”正在失守。理想汽车曾以“无里程焦虑”为卖点的增程式技术，正面临行业与政策的双重质疑。多地取消新能源车购置税减免政策，对增程式车型的“非纯电”身份隐性限制，削弱其政策优势。\n同时，年轻消费者更倾向纯电驱动的智能化体验，而增程式车型因燃油机+电机的双系统设计导致维护成本高、技术复杂度大，逐渐失去吸引力。理想MEGA的失败，更暴露了增程式路线在高端市场的局限性——售价55万元的MPV因“殡仪车”争议单月销量仅数百辆，迫使公司紧急调整战略。\n最后，在品牌与组织架构层面，理想汽车陷入了“品牌定位模糊”与“组织效率低下”的双重困境。一方面，理想汽车试图同时维持“家庭用户”标签与切入高端纯电市场，导致传播策略混乱。例如，L7E的“性价比”营销与此前塑造的中高端形象冲突，而MEGA的激进定价（55.98万元起）进一步加剧品牌认知割裂。\n另一方面，内部因技术路线分歧引发的管理动荡频发，研发资源分散至增程式与纯电双线，导致新品迭代速度落后于竞争对手。2024年理想L6虽以24.98万元低价上市，但与L7的价差引发内部资源争夺，暴露了组织架构的僵化。\n行业黑马遭遇“掉队”危机？\n其实仔细看下来，理想汽车从行业黑马到迅速“掉队”，其实际面临的压力是越来越明显了。\n从财报来看，受行业冲击影响，理想汽车面临的财务压力已经显现。2024年，理想汽车正面临前所未有的财务压力。第三季度财报显示，其毛利率骤降至18.3%，同比减少3个百分点，主要源于纯电车型L7E研发投入高企但销量未达预期。\n更严峻的是，公司计划2025年投入超50亿元研发费用，但2024年自由现金流仅60亿元，资金链断裂风险凸显。这种“增收不增利”的困境在第四季度进一步加剧：受行业价格战影响，理想被迫对全系车型降价3万元，导致单车均价环比下滑至26万元，毛利率承压加剧。\n与此同时，理想汽车的投资收益波动剧烈，2024年上半年利润的85%依赖理财收益，而第三季度该部分亏损2197万元，加剧了市场对其盈利能力的质疑。\n从技术层面来看，理想汽车在核心技术创新领域面临的冲击，正在持续出现。相比比亚迪刀片电池、特斯拉FSD系统等颠覆性创新，其技术突破多集中于空间设计等实用层面，缺乏底层技术壁垒。更关键的是，座舱芯片、自动驾驶算法等核心领域仍依赖高通、英伟达等外部供应商，与华为ADS 2.0、小鹏XNGP等自研方案差距显著。\n这种“拿来主义”策略在智能化竞赛中愈发被动，2024年第三季度研发费用同比减少9.2%，进一步延缓了技术迭代速度。另外，在线下渠道层面，理想过去偏重一二线城市，导致其在下沉市场覆盖不足，这将对理想汽车的纯电用户补能造成现实困扰。\n总的来看，倘若理想汽车不能及时调整线路，加大原创技术投入，以及新产品矩阵构建的话，接下来行业的淘汰赛也终将对其造成重大影响。\n多面出击，理想汽车的生死时速\n2025年，新能源汽车赛道进入淘汰赛加速期，理想汽车正站在“增程舒适区”与“纯电生死线”的十字路口。面对特斯拉降价、华为智驾围剿、小米等新势力入局的三重压力，这家曾以“家庭首选”标签领跑的新势力车企，亟需通过技术路线重构、品牌叙事革新与生态壁垒构建，完成从“爆款制造者”到“智能出行领导者”的跨越。\n首先，是明确技术路线，聚焦核心产品。短期内可保留增程车型满足存量用户需求，但需将资源全力投入纯电技术研发，避免“左右互搏”。在打造爆款纯电车型方面，借鉴特斯拉Model 3的策略，通过规模化生产和成本控制降低售价，同时强化智能化卖点（如全场景辅助驾驶）。\n其次. 重构品牌叙事，抢占高端心智。可在实际运作过程中，逐渐剥离“家庭车”标签，逐渐过渡到更加广泛的人群。通过赞助科技峰会、与顶尖高校合作研发等方式，塑造“高端智能出行”品牌形象；通过精准营销破圈，针对年轻用户推出限量版车型，联合社交媒体打造“网红打卡”效应，扩大品牌影响力。\n最后. 构建生态壁垒，降低转型风险。比如，通过自建超充网络：参考蔚来NIO Power的模式，快速布局城市快充站，解决用户里程焦虑；另外，通过绑定产业链伙伴：如与宁德时代、英飞凌等企业成立合资公司，保障电池供应和技术迭代能力。\n与此同时，通过关停或外包部分非核心产能，集中资源保障主力车型产能。在智能驾驶层面，\n通过软件订阅（如ADAS服务）、充电服务分成等方式提升收入占比，减少对硬件销量的依赖。\n站在2025年的十字路口，理想汽车面临的不仅是短期销量下滑的压力，更是技术路线、品牌定位和商业模式的系统性挑战。若不能果断放弃增程式的舒适区，加速纯电化转型并构建差异化竞争优势，其“中国家庭用车第一品牌”的愿景将很容易落空。","news_type":1,"symbols_score_info":{"EVS.SI":0.6,"02015":1,"LI":1}},"isVote":1,"tweetType":1,"viewCount":2052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338034630693088,"gmtCreate":1723547144824,"gmtModify":1723547146433,"author":{"id":"3547255265048867","authorId":"3547255265048867","name":"一只小雪球","avatar":"https://static.tigerbbs.com/843fdce803db084a326314ea41391de4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547255265048867","idStr":"3547255265048867"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338034630693088","repostId":"338014558626288","repostType":1,"repost":{"id":338014558626288,"gmtCreate":1723532955234,"gmtModify":1723543832555,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667622617230","idStr":"3527667622617230"},"themes":[],"title":"【新能源周榜】2024年第32周新势力车企销量（8.5-8.11）","htmlText":"<a 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11:21","market":"us","language":"zh","title":"中汽协倡导停发周销量后乱象丛生，上周理想销量重回第一","url":"https://stock-news.laohu8.com/highlight/detail?id=2522862367","media":"金融界","summary":"此前，中国汽车工业协会（中汽协）在3月18日发布《关于规范企业数据发布的倡议书》，呼吁车企停止发布销量周榜，以减少碎片化信息对市场的干扰，倡导以月度、季度或年度为周期发布数据。此前，蔚来、小鹏等车企多次公开质疑周销量榜单的真实性与价值。目前行业中发布销量榜单的数据，多数来自中汽数据终端零售数据即上险量，并非销量或交付量。","content":"<html><body><article><p>3月25日，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>在暂停一周后重启周销量数据发布，但与此前不同的是，此次仅公布了自家品牌的单周销量。3月17日至23日期间，理想汽车销量为0.86万辆，未提及其他品牌的排名或数据。此前，中国汽车工业协会（中汽协）在3月18日发布《关于规范企业数据发布的倡议书》，呼吁车企停止发布销量周榜，以减少碎片化信息对市场的干扰，倡导以月度、季度或年度为周期发布数据。这一倡议发布后，理想倒是不发周销量榜单了，但是各种自媒体榜单满天飞，反而导致乱象丛生。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250326112115676d206q2f5u73v3df\"/><p>尽管理想汽车未披露行业排名，但第三方机构<a href=\"https://laohu8.com/S/BITA\">易车</a>发布的榜单显示，上周新势力品牌销量中，理想以0.86万辆反超小鹏（0.75万辆），重回榜首。<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>以0.69万辆位列第三，小米汽车则以0.66万辆紧随其后，连续第六周维持产能极限水平。鸿蒙智行因产品更新换代影响，销量为0.42万辆，但其新款车型2025款M9上市72小时内大定突破2.1万辆，问界M8预售订单量超7万辆，显示出较强潜力。<a href=\"https://laohu8.com/S/NIO\">蔚来</a>品牌与子品牌乐道合计销量0.36万辆，仍处于榜单末端，内部正通过效率改革寻求突破。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250326112122361d206s5pqujwau28\"/><p>传统车企的新能源子品牌表现同样值得关注。吉利银河上周销量达0.74万辆，埃安凭借纯电小车UT的增量回升至0.67万辆，深蓝与<a href=\"https://laohu8.com/S/ZK\">极氪</a>分别以0.51万辆和0.30万辆紧随其后，极狐与腾势则分别录得0.28万辆和0.24万辆，反映出传统车企在新能源赛道加速发力。此前，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>、小鹏等车企多次公开质疑周销量榜单的真实性与价值。蔚来联合创始人秦力洪曾强调“周榜数据不严肃”，小鹏高管则直言“没必要虚张声势地晒战报秀肌肉”。目前行业中发布销量榜单的数据，多数来自中汽数据终端零售数据即上险量，并非销量或交付量。</p><img src=\"https://img.jrjimg.cn/2025/03/20250326110728091.png\"/><p>周销量榜单的存废之争折射出新能源市场竞争的白热化，高频数据发布可能加剧企业压力，尤其是来自资本市场与消费者的双重期待。从市场反馈看，即便理想暂停发布，第三方机构与媒体的周榜仍持续存在，反映出行业对实时数据的需求难以抑制。这种情况下，倒不如由专业机构来发布销量数据，起码能保证数据的真实性。</p></article></body></html>","source":"tencent","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>中汽协倡导停发周销量后乱象丛生，上周理想销量重回第一</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; 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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中汽协倡导停发周销量后乱象丛生，上周理想销量重回第一\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-26 11:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250326112145972378b7&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月25日，理想汽车在暂停一周后重启周销量数据发布，但与此前不同的是，此次仅公布了自家品牌的单周销量。3月17日至23日期间，理想汽车销量为0.86万辆，未提及其他品牌的排名或数据。此前，中国汽车工业协会（中汽协）在3月18日发布《关于规范企业数据发布的倡议书》，呼吁车企停止发布销量周榜，以减少碎片化信息对市场的干扰，倡导以月度、季度或年度为周期发布数据。这一倡议发布后，理想倒是不发周销量榜单了，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250326112145972378b7&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4509":"腾讯概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","NIO.SI":"蔚来","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4526":"热门中概股","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4563":"昨日强势股","BK4503":"景林资产持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4555":"新能源车","EVS.SI":"MSCI China Electric Vehicles and Future 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余承东一样的人","listText":"呵呵...... 余承东一样的人","text":"呵呵...... 余承东一样的人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462882616078744","repostId":"1116387543","repostType":2,"repost":{"id":"1116387543","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1754013765,"share":"https://www.laohu8.com/m/news/1116387543?lang=zh_CN&edition=full","pubTime":"2025-08-01 10:02","market":"hk","language":"zh","title":"雷军：7月，小米汽车交付量超过30000台","url":"https://stock-news.laohu8.com/highlight/detail?id=1116387543","media":"老虎资讯综合","summary":"8月1日，$小米(01810)$集团董事长雷军：7月，$小米(81810)$汽车交付量超过30000台。感谢大家的选择与支持。 ","content":"<html><head></head><body><p>8月1日，<a href=\"https://laohu8.com/S/01810\">小米</a>集团董事长雷军：7月，<a href=\"https://laohu8.com/S/81810\">小米</a>汽车交付量超过30000台。感谢大家的选择与支持。 </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1852be2c8195dd0d0b690b034cfd58a1\" tg-width=\"690\" tg-height=\"919\"/></p></body></html>","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>雷军：7月，小米汽车交付量超过30000台</title>\n<style 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href=\"https://laohu8.com/S/01810\">小米</a>集团董事长雷军：7月，<a href=\"https://laohu8.com/S/81810\">小米</a>汽车交付量超过30000台。感谢大家的选择与支持。 </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1852be2c8195dd0d0b690b034cfd58a1\" tg-width=\"690\" tg-height=\"919\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb44f0df3fb7312ee913474e800cc495","relate_stocks":{"LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK1521":"挪威政府全球养老基金持仓","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","BK4563":"昨日强势股","BK4526":"热门中概股","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","BK1502":"双十一","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","01810":"小米集团-W","BK1523":"武汉本地概念股","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","XIACY":"小米集团ADR","BK1607":"新IT概念","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116387543","content_text":"8月1日，小米集团董事长雷军：7月，小米汽车交付量超过30000台。感谢大家的选择与支持。 ","news_type":1,"symbols_score_info":{"XIACY":0.6,"01810":1}},"isVote":1,"tweetType":1,"viewCount":1393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462161732006112,"gmtCreate":1753850986356,"gmtModify":1753850989647,"author":{"id":"3547255265048867","authorId":"3547255265048867","name":"一只小雪球","avatar":"https://static.tigerbbs.com/843fdce803db084a326314ea41391de4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547255265048867","authorIdStr":"3547255265048867"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3568286636444403\">@守得云开</a>:小伙子，你不适合做投资啊，巴菲特是靠一天就赚到那么多钱的吗？炒短线是没有好下场的//<a href=\"https://laohu8.com/U/3568286636444403\">@守得云开</a>:13厘米闪崩，资本告诉我，i8，它阵亡了！你啥也不是，说了不算！//<a href=\"https://laohu8.com/U/3547255265048867\">@一只小雪球</a>:下周开始，精力全部放回L9,L8,L7,L6后，加上i8,理想很快重回第一","listText":"Replying to <a href=\"https://laohu8.com/U/3568286636444403\">@守得云开</a>:小伙子，你不适合做投资啊，巴菲特是靠一天就赚到那么多钱的吗？炒短线是没有好下场的//<a href=\"https://laohu8.com/U/3568286636444403\">@守得云开</a>:13厘米闪崩，资本告诉我，i8，它阵亡了！你啥也不是，说了不算！//<a href=\"https://laohu8.com/U/3547255265048867\">@一只小雪球</a>:下周开始，精力全部放回L9,L8,L7,L6后，加上i8,理想很快重回第一","text":"Replying to @守得云开:小伙子，你不适合做投资啊，巴菲特是靠一天就赚到那么多钱的吗？炒短线是没有好下场的//@守得云开:13厘米闪崩，资本告诉我，i8，它阵亡了！你啥也不是，说了不算！//@一只小雪球:下周开始，精力全部放回L9,L8,L7,L6后，加上i8,理想很快重回第一","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462161732006112","isVote":1,"tweetType":1,"viewCount":2527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}