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于饕餮

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2024-08-29

$理想汽车(LI)$ 首先它是盈利的车企。其次他手握接近千亿的现金。然后它的销量还在持续增长。同时他还有一堆技术和资产。在这样的前提下，它的市值只有1300多亿人民币。这不科学呀[微笑] [微笑] [微笑]

2024-08-29

$理想汽车(LI)$ 首先它是盈利的车企，其次他手握专利并且是智驾领域的第一梯队，然后他的销量还在上涨，然后他手握千亿现金，然后他市值只有一千三四百亿人民币[难过] [难过] [难过]

2025-12-03

$理想汽车(LI)$ 妈的，发个新品蹦一次。不过你理想也是，发个毛线眼镜。字节跳动如果做的话不比你做得好。有那功夫赶紧换个大电池给增程续续命也是好的呀

2025-12-03

$理想汽车(LI)$ 一家科技公司手里现金1000多亿，市值只值1300亿？

2024-05-03

$理想汽车-W(02015)$ 为什么会出现港股250亿＄，美股300多亿＄

2025-03-20

全面1000多亿净利润，市值不到2000亿美金😓

抱歉，原内容已删除

2025-09-11

$理想汽车-W(02015)$ 理想现金储备1100多亿，有第一梯队的智驾，持续盈利，有100多万用户，市值1700多亿，这都快赶上银行了，再跌就私有化吧[喷血]

05-20

为啥他自己回购价格只有市场价格的一半[呆住]

抱歉，原内容已删除

2020-07-14

所以说，昨晚儿16.3入场的今天还能涨回来是么😿

一图解码：蔚来又见未来？获腾讯再加码

04-15

不割裂啊中国东西好，便宜，别让中国东西进美国，进来了，美国东西就卖不出去了，逻辑没毛病

福特CEO有多双标：开小米SU7称爱不释手转头喊出拒让中国车企进美国

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/MPNGY\">美团</a>旗下的松鼠便利同样火力全开，截至今年3月已落地700余家门店，覆盖76座城市，有消息称其年内冲刺1500家门店。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb5224i4\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">不过，据字母榜从接近<a href=\"https://laohu8.com/S/03690\">美团</a>人士处了解，松鼠便利今年并未设立开店数量目标。 </span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521bon\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">巨头们争夺的便利店，与我们熟知的7-Eleven并非同一种业态，而是披着便利店外衣的“仓”。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52jl1\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这些便利店大多隐匿在商圈两公里外的非临街铺位，24小时纯线上经营，甚至没有醒目的招牌。但比起传统便利店2000-3000的SKU，这类便利店SKU能达到5000-10000个，覆盖食品饮料、日用百货、美妆个护、3C数码、母婴用品等多品类。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb5219p9\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">过去一年，互联网巨头之间的厮杀已从餐饮外卖延伸至全品类零售。收编线上便利店，对大厂而言，不仅能补齐万亿即时零售仓网密度，还能拉高毛利和承接用户应急消费，把远场的货架和更丰富的供给，搬到了离消费者更近的仓库里。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52awl\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">即时零售下半场，谁先搭建起高密度、供给丰富的仓网，谁就能掌握下半场的主动权。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52nan\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这并非便利店第一次被互联网巨头盯上。上一轮新零售浪潮里，便利店一夜之间成了大厂和资本竞相追逐的香饽饽，<a href=\"https://laohu8.com/S/JD\">京东</a>便利店、天猫小店和苏宁小店如雨后春笋般涌现，热钱涌向便利蜂和邻家等连锁便利店。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52hcy\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">但最终，规模化扩张的野心被供应链和运营的复杂拖垮，轰轰烈烈的改造运动早早收场。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521drr\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">如今，在即时零售的<a href=\"https://laohu8.com/S/600081\">东风</a>下，沉寂已久的便利店业态，能否再次迎来“复兴”？</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521sg9\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">答案很可能是否定的。大厂或许无意与传统便利店抢生意，本质上争夺的是藏在街边后巷的仓库。但不可否认的是，即时零售的近和快，正在消解传统便利店的优势。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521tl7\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">以前大家半夜买泡面、买充电线，第一反应是下楼找便利店。现在淘宝或美团点一下，30分钟送到家门口。巨头们不仅用仓网密度把“近”做到极致，还复用自家货盘顺带补上“全”这块拼图。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52uc0\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">传统便利店不仅没能借这股<a href=\"https://laohu8.com/S/600006\">东风</a>起飞，反而连生存空间都在被挤压。</span></span></p><p><strong><span leaf=\"\">01</span></strong></p><p><strong><span leaf=\"\">大厂补齐仓网，从来不是单线作战，而是多路并行</span><span leaf=\"\"></span></strong></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb5221lm\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">外卖大战下，巨头们对即时零售万亿市场的长期确定性，达成共识。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52ja0\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">而仓网履约作为底层基础设施，直接决定订单交付能力、用户体验与经营成本，谁先搭建起高密度、供给丰富的仓网，谁就能掌握下半场的主动权。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521mg6\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这也解释了为什么沉寂许久的生鲜电商再度火热，从盒马归队到叮咚卖身，再到朴朴待售，大厂看重的正是这些生鲜电商平台的前置仓网络，收编后，大厂把它们从前置仓赛道的独立玩家，降维成即时零售大盘里的基础设施，内嵌到生态之中。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb5247c\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">大厂补齐仓网，从来不是单线作战，而是多路并行。</span></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/44eed000d96a41128c208715d37a2c9f\" type=\"block\"/></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb5233c\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">生鲜电商的前置仓是第一路，补的是生鲜高频、冷链供应链、重资产履约能力。但光有生鲜不够。生鲜是高频刚需，却是低毛利、高损耗的苦生意，前置仓单仓投入50万起，生鲜损耗达8%-15%，毛利率仅15%-20%。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521yeo\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">光靠卖菜，大厂算不过来这笔账。盒马、小象和叮咚上，叠加了大量日用、标品百货，试图拉高毛利，但在用户消费心智里，买日用品、应急小件和零碎标品，还有一个高频场景，那就是便利店。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb522399\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">虽然比起外卖和生鲜电商，日用百货的消费频次没有那么高，但无论是美团要守住本地生活优势，还是淘宝要完成向“全场景消费入口”的转变，便利店都是一个绝佳的载体。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52rof\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">除此以外，零食、日用品、自有品牌商品毛利显著高于外卖餐饮，也有助于改善大厂即时零售长期亏损难题。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52626\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">更重要的是，便利店作为城市公共服务的延伸和补充，拥有高密度的网点布局，覆盖商圈、社区、写字楼和交通枢纽等。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb5223cb\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">双方贴身竞速，足见竞争烈度。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52c2s\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">淘宝便利店走的是轻资产路线，全部采用品牌授权模式。淘宝闪购对外明确，平台 “不建仓、不开店、不与商家争利”。现有闪电仓商家达到标准即可 “带店入伙”，平台输出品牌、流量、数字化系统与供应链渠道，商家保留经营自主权。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52rsj\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">松鼠便利则采用自营和加盟托管并行的方式，截至2026年3月拥有100余家直营门店，其余门店依靠加盟托管拓展。虽然同样是加盟模式，但美团采用强管控托管模式，货品采购、定价标准、履约规范、售后体系全部由美团统一管控，加盟商负责场地投入与仓内管理。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52hx0\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">不难看出，这一轮便利店争夺，大厂比拼的不仅是配送时效，还有货盘和门店管控能力。</span></span></p><p><strong><span leaf=\"\">02</span></strong></p><p><strong><span leaf=\"\">这不是便利店第一次被大厂看中</span></strong></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52ikt\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">1992年，7-Eleven在深圳开出中国大陆第一家门店，到今天，便利店进入中国已经30年。在这30年里，便利店之所以能稳稳占据城市街角，是因为它同时具备两个稀缺能力：离消费者近带来的即时响应能力，以及受线上冲击较小带来的线下流量稳定性。这两个能力，在2016年前后刮起的那场“新零售”风暴里，被互联网巨头们一眼看中。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521mn5\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">2016年10月，马云在云栖大会提出“新零售”概念。随后的2017年，便利店赛道迎来最狂热的一年，<a href=\"https://laohu8.com/S/BABA\">阿里</a>推出零售通改造夫妻老婆店，京东喊出“五年100万家京东便利店”的豪言，就连苏宁也亲自下场开起了苏宁小店。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521170\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">彼时，大厂做的事情，是给线下小店“翻牌”。挂上平台的招牌，接入线上系统，试图把门店变成新零售的流量入口和体验场。天猫小店、京东便利店如雨后春笋般出现在街头巷尾。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521w3h\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">大量资本涌入便利店赛道。2017年才开出第一家店的便利蜂，三年拿下累计15亿美元的融资，背后不乏<a href=\"https://laohu8.com/S/00700\">腾讯</a>和高瓴资本的身影，邻家和131便利店等也获得资本青睐。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52r84\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">但大厂很快发现，改造线下远比想象中复杂。轻度翻牌未能触及供应链和运营的深层痛点，计划中的规模化扩张未能兑现。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52c62\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">最终，京东的“百万便利店”计划雷声大雨点小，<a href=\"https://laohu8.com/S/09988\">阿里</a>零售通最终在2024年3月关停，苏宁小店更是持续巨亏，最终被剥离出苏宁体系。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52ith\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">资本退潮的速度和涌入时一样快。邻家、131便利店等项目因资金链断裂一夜之间关停上百家门店。便利也于2022年启动“冬眠计划”，关闭近700家门店，截至目前全国门店仅剩800余家门店。</span></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/79b30dec483d4b808e5ec744438ca636\" type=\"block\"/></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521xfn\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">时隔数年，巨头再度扎堆入局便利店，能否让赛道再次升温？</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521wct\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">答案很可能是否定的，因为比起上一轮，大厂入局的逻辑变了。这一轮，大厂要的是“仓”而非“店”，大厂想要的不是给夫妻老婆店挂个牌，把线下客流引到线上，而是把他们的店变成自己的仓库，把自己的货盘放进去。而在这一过程中，大厂相当于品牌方，只要坐等加盟商上门就可以了。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521hfp\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">大厂甚至不会像收购叮咚那样收编传统便利店品牌。传统便利店品牌手里的资产，对大厂来说反而是负担，连锁便利店的临街旺铺点位太贵，大厂也无意把自家货盘塞进门店。连锁便利店成熟的加盟体系，也容不下大厂“统一采购、统一定价”的强管控要求。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52178j\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这一轮争夺战中，传统便利店连被大厂当做“棋子”的资格都没有，更遑论借势复兴。</span></span></p><p><strong><span leaf=\"\">03</span></strong></p><p><strong><span leaf=\"\">即时零售对便利店生意的影响，让人无法忽视</span></strong></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521o6p\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">表面上看，大厂争夺便利店，并非是要和传统便利店抢生意，但即时零售对便利店生意的影响，却让人无法忽视。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52uy1\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">过去三十年，便利店靠一个“急”字活。半夜馋泡面、下雨忘带伞、手机没电要充电线，面对这些突发需求，消费者的第一反应就是下楼找便利店。但现在，淘宝、美团点一下，30分钟送上门，连门都不用出。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521enw\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">便利店曾经引以为傲的“近和快”的优势正在被即时零售瓦解，如今就连“全”上，这些新型线上便利店也不遑多让。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521rhx\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">从数据上看，国内便利店规模仍在扩张，但单店效益是下滑的。中国连锁经营协会（CCFA）2026年4月发布的2025年中国便利店行业调查数据显示，截至2025年12月31日，全国便利店Top100企业门店总数达20.8万家，比上年净增约1.1万家，增幅为5.6%。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52oiz\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">另据《2026年中国便利店发展报告》，受客流量和客单价持续下跌影响，2025年中国便利店单日营收下降态势进一步扩大，单日销售额降至4453元，同比下降3.9%；包括美宜佳、<a href=\"https://laohu8.com/S/06868\">天福</a>、罗森、全家、7-ELEVEn等在内的样本企业，单日来客数（人/店/日）同比下降8.7%，客单价（元/人/单）同比下降0.2%。</span></span></p><p><span leaf=\"\"><img arial=\"\" auto=\"\" blinkmacsystemfont=\"\" gb=\"\" initial=\"\" neue=\"\" new=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/51b06fa1dd1447b98d009ea1732678b6\" start=\"\" system-ui=\"\" ui=\"\" yahei=\"\"/></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52ikr\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">门店越开越多，客流却持续减少，成为国内便利店行业的现状。面对即时零售的冲击，越来越多便利店选择“打不过就加入”。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521ane\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">据中国连锁经营协会针对2025年便利店行业样本企业的调查，截至2025年年底，已有近四成样本企业开通即时零售业务；样本企业整体即时零售销售占比接近四成，同比增长11%。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521sdf\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">不过，对于便利店而言，即时零售是一把双刃剑。在带来线上增量订单的同时，进一步削弱了到店意愿，导致咖啡、熟食等高溢价线下场景消费萎缩，品牌力被稀释。更重要的是，平台佣金、流量推广费、骑手配送成本层层叠加，大量门店陷入“营收涨、利润不涨”的窘境。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb5218v7\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">另一边，大厂的日子也不好过。线上仓店扩张，打的依旧是一场补贴战。租金减免、订单激励、配送优惠……平台依靠高额补贴来招揽加盟商，大量合作仓店目前的良性流水高度依赖平台输血。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb528ut\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">一旦补贴退坡，单仓能否依靠进销差价覆盖房租、人工、分拣成本，将直面大考。若盈利无望，加盟商极易跨平台经营，大厂渴望的“统一货盘、统一管控”也将沦为一纸空谈。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521fqx\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">上一轮新零售浪潮，巨头幻想改造线下收割流量，最终惨淡收场；这一轮巨头放下门店执念搭建仓网，同样要直面零售亘古不变的考题：如何在扩张速度与可持续利润间找到平衡。</span></span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span leaf=\"\"><img src=\"https://static.tigerbbs.com/0ade623bf7d143cb92b0cc3ceb0bc142\"/></span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" initial=\"\" justify=\"\" neue=\"\" new=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span mpa-font-style=\"ms4pekcs1tat\"><span><span mpa-font-style=\"ms4pekcs1tat\"><span><span leaf=\"\">【</span></span></span><span leaf=\"\"><span textstyle=\"\">扫码</span></span><span mpa-font-style=\"ms4pekcs1tat\"><span><span leaf=\"\">】</span></span></span><span leaf=\"\">或点击</span></span><span><span leaf=\"\">【阅读原文】</span></span><span><span leaf=\"\">投上你宝贵的一票！谁是你心中的最佳上市公司？</span></span></span></p><p arial=\"\" blinkmacsystemfont=\"\" border-box=\"\" break-word=\"\" gb=\"\" initial=\"\" justify=\"\" neue=\"\" new=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span leaf=\"\" mpa-font-style=\"ms4pekcs2007\"><span textstyle=\"\">“2026<a href=\"https://laohu8.com/S/600716\">凤凰</a>之星上市公司评选”候选名单已公布，大众投票正式开启。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" border-box=\"\" break-word=\"\" gb=\"\" initial=\"\" justify=\"\" neue=\"\" new=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span mpa-font-style=\"ms4pekcs24db\"><span leaf=\"\"><span textstyle=\"\">用户可通过投票，助力优质企业提升品牌影响力。企业报名通道同步开放，组委会将动态更新候选名单。最终结果于“凤凰<a href=\"https://laohu8.com/S/00737\">湾区</a>财经论坛2026”揭晓。期待您的参与！</span></span></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/8d6bc86898dc4b92bd9aa4d19916eda5\" type=\"block\"/></p></div></body></html>","source":"weixin_highlight","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>外卖大战再现？大厂争抢便利店</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外卖大战再现？大厂争抢便利店\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/56\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/63f98f2e899d607a12011e4ecf9c0ac7);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2026-08-05 22:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div><p><span leaf=\"\" mpa-font-style=\"msfss3q6plg\"><span textstyle=\"\">来源|字母榜</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb5244p\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">外卖之后，大厂的战火烧到了便利店。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52g4s\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">自去年10月入局后，淘宝便利店已落地700余家门店，半年内两度拔高拓店目标，在初始千店目标基础上持续加码。另一边，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>旗下的松鼠便利同样火力全开，截至今年3月已落地700余家门店，覆盖76座城市，有消息称其年内冲刺1500家门店。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb5224i4\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">不过，据字母榜从接近<a href=\"https://laohu8.com/S/03690\">美团</a>人士处了解，松鼠便利今年并未设立开店数量目标。 </span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521bon\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">巨头们争夺的便利店，与我们熟知的7-Eleven并非同一种业态，而是披着便利店外衣的“仓”。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52jl1\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这些便利店大多隐匿在商圈两公里外的非临街铺位，24小时纯线上经营，甚至没有醒目的招牌。但比起传统便利店2000-3000的SKU，这类便利店SKU能达到5000-10000个，覆盖食品饮料、日用百货、美妆个护、3C数码、母婴用品等多品类。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb5219p9\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">过去一年，互联网巨头之间的厮杀已从餐饮外卖延伸至全品类零售。收编线上便利店，对大厂而言，不仅能补齐万亿即时零售仓网密度，还能拉高毛利和承接用户应急消费，把远场的货架和更丰富的供给，搬到了离消费者更近的仓库里。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52awl\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">即时零售下半场，谁先搭建起高密度、供给丰富的仓网，谁就能掌握下半场的主动权。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52nan\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这并非便利店第一次被互联网巨头盯上。上一轮新零售浪潮里，便利店一夜之间成了大厂和资本竞相追逐的香饽饽，<a href=\"https://laohu8.com/S/JD\">京东</a>便利店、天猫小店和苏宁小店如雨后春笋般涌现，热钱涌向便利蜂和邻家等连锁便利店。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52hcy\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">但最终，规模化扩张的野心被供应链和运营的复杂拖垮，轰轰烈烈的改造运动早早收场。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521drr\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">如今，在即时零售的<a href=\"https://laohu8.com/S/600081\">东风</a>下，沉寂已久的便利店业态，能否再次迎来“复兴”？</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521sg9\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">答案很可能是否定的。大厂或许无意与传统便利店抢生意，本质上争夺的是藏在街边后巷的仓库。但不可否认的是，即时零售的近和快，正在消解传统便利店的优势。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521tl7\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">以前大家半夜买泡面、买充电线，第一反应是下楼找便利店。现在淘宝或美团点一下，30分钟送到家门口。巨头们不仅用仓网密度把“近”做到极致，还复用自家货盘顺带补上“全”这块拼图。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52uc0\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">传统便利店不仅没能借这股<a href=\"https://laohu8.com/S/600006\">东风</a>起飞，反而连生存空间都在被挤压。</span></span></p><p><strong><span leaf=\"\">01</span></strong></p><p><strong><span leaf=\"\">大厂补齐仓网，从来不是单线作战，而是多路并行</span><span leaf=\"\"></span></strong></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb5221lm\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">外卖大战下，巨头们对即时零售万亿市场的长期确定性，达成共识。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52ja0\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">而仓网履约作为底层基础设施，直接决定订单交付能力、用户体验与经营成本，谁先搭建起高密度、供给丰富的仓网，谁就能掌握下半场的主动权。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521mg6\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这也解释了为什么沉寂许久的生鲜电商再度火热，从盒马归队到叮咚卖身，再到朴朴待售，大厂看重的正是这些生鲜电商平台的前置仓网络，收编后，大厂把它们从前置仓赛道的独立玩家，降维成即时零售大盘里的基础设施，内嵌到生态之中。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb5247c\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">大厂补齐仓网，从来不是单线作战，而是多路并行。</span></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/44eed000d96a41128c208715d37a2c9f\" type=\"block\"/></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb5233c\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">生鲜电商的前置仓是第一路，补的是生鲜高频、冷链供应链、重资产履约能力。但光有生鲜不够。生鲜是高频刚需，却是低毛利、高损耗的苦生意，前置仓单仓投入50万起，生鲜损耗达8%-15%，毛利率仅15%-20%。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521yeo\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">光靠卖菜，大厂算不过来这笔账。盒马、小象和叮咚上，叠加了大量日用、标品百货，试图拉高毛利，但在用户消费心智里，买日用品、应急小件和零碎标品，还有一个高频场景，那就是便利店。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb522399\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">虽然比起外卖和生鲜电商，日用百货的消费频次没有那么高，但无论是美团要守住本地生活优势，还是淘宝要完成向“全场景消费入口”的转变，便利店都是一个绝佳的载体。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52rof\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">除此以外，零食、日用品、自有品牌商品毛利显著高于外卖餐饮，也有助于改善大厂即时零售长期亏损难题。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52626\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">更重要的是，便利店作为城市公共服务的延伸和补充，拥有高密度的网点布局，覆盖商圈、社区、写字楼和交通枢纽等。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb5223cb\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">双方贴身竞速，足见竞争烈度。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52c2s\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">淘宝便利店走的是轻资产路线，全部采用品牌授权模式。淘宝闪购对外明确，平台 “不建仓、不开店、不与商家争利”。现有闪电仓商家达到标准即可 “带店入伙”，平台输出品牌、流量、数字化系统与供应链渠道，商家保留经营自主权。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52rsj\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">松鼠便利则采用自营和加盟托管并行的方式，截至2026年3月拥有100余家直营门店，其余门店依靠加盟托管拓展。虽然同样是加盟模式，但美团采用强管控托管模式，货品采购、定价标准、履约规范、售后体系全部由美团统一管控，加盟商负责场地投入与仓内管理。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52hx0\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">不难看出，这一轮便利店争夺，大厂比拼的不仅是配送时效，还有货盘和门店管控能力。</span></span></p><p><strong><span leaf=\"\">02</span></strong></p><p><strong><span leaf=\"\">这不是便利店第一次被大厂看中</span></strong></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52ikt\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">1992年，7-Eleven在深圳开出中国大陆第一家门店，到今天，便利店进入中国已经30年。在这30年里，便利店之所以能稳稳占据城市街角，是因为它同时具备两个稀缺能力：离消费者近带来的即时响应能力，以及受线上冲击较小带来的线下流量稳定性。这两个能力，在2016年前后刮起的那场“新零售”风暴里，被互联网巨头们一眼看中。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521mn5\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">2016年10月，马云在云栖大会提出“新零售”概念。随后的2017年，便利店赛道迎来最狂热的一年，<a href=\"https://laohu8.com/S/BABA\">阿里</a>推出零售通改造夫妻老婆店，京东喊出“五年100万家京东便利店”的豪言，就连苏宁也亲自下场开起了苏宁小店。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521170\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">彼时，大厂做的事情，是给线下小店“翻牌”。挂上平台的招牌，接入线上系统，试图把门店变成新零售的流量入口和体验场。天猫小店、京东便利店如雨后春笋般出现在街头巷尾。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521w3h\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">大量资本涌入便利店赛道。2017年才开出第一家店的便利蜂，三年拿下累计15亿美元的融资，背后不乏<a href=\"https://laohu8.com/S/00700\">腾讯</a>和高瓴资本的身影，邻家和131便利店等也获得资本青睐。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52r84\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">但大厂很快发现，改造线下远比想象中复杂。轻度翻牌未能触及供应链和运营的深层痛点，计划中的规模化扩张未能兑现。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52c62\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">最终，京东的“百万便利店”计划雷声大雨点小，<a href=\"https://laohu8.com/S/09988\">阿里</a>零售通最终在2024年3月关停，苏宁小店更是持续巨亏，最终被剥离出苏宁体系。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52ith\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">资本退潮的速度和涌入时一样快。邻家、131便利店等项目因资金链断裂一夜之间关停上百家门店。便利也于2022年启动“冬眠计划”，关闭近700家门店，截至目前全国门店仅剩800余家门店。</span></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/79b30dec483d4b808e5ec744438ca636\" type=\"block\"/></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521xfn\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">时隔数年，巨头再度扎堆入局便利店，能否让赛道再次升温？</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521wct\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">答案很可能是否定的，因为比起上一轮，大厂入局的逻辑变了。这一轮，大厂要的是“仓”而非“店”，大厂想要的不是给夫妻老婆店挂个牌，把线下客流引到线上，而是把他们的店变成自己的仓库，把自己的货盘放进去。而在这一过程中，大厂相当于品牌方，只要坐等加盟商上门就可以了。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521hfp\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">大厂甚至不会像收购叮咚那样收编传统便利店品牌。传统便利店品牌手里的资产，对大厂来说反而是负担，连锁便利店的临街旺铺点位太贵，大厂也无意把自家货盘塞进门店。连锁便利店成熟的加盟体系，也容不下大厂“统一采购、统一定价”的强管控要求。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52178j\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这一轮争夺战中，传统便利店连被大厂当做“棋子”的资格都没有，更遑论借势复兴。</span></span></p><p><strong><span leaf=\"\">03</span></strong></p><p><strong><span leaf=\"\">即时零售对便利店生意的影响，让人无法忽视</span></strong></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521o6p\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">表面上看，大厂争夺便利店，并非是要和传统便利店抢生意，但即时零售对便利店生意的影响，却让人无法忽视。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52uy1\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">过去三十年，便利店靠一个“急”字活。半夜馋泡面、下雨忘带伞、手机没电要充电线，面对这些突发需求，消费者的第一反应就是下楼找便利店。但现在，淘宝、美团点一下，30分钟送上门，连门都不用出。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521enw\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">便利店曾经引以为傲的“近和快”的优势正在被即时零售瓦解，如今就连“全”上，这些新型线上便利店也不遑多让。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521rhx\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">从数据上看，国内便利店规模仍在扩张，但单店效益是下滑的。中国连锁经营协会（CCFA）2026年4月发布的2025年中国便利店行业调查数据显示，截至2025年12月31日，全国便利店Top100企业门店总数达20.8万家，比上年净增约1.1万家，增幅为5.6%。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52oiz\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">另据《2026年中国便利店发展报告》，受客流量和客单价持续下跌影响，2025年中国便利店单日营收下降态势进一步扩大，单日销售额降至4453元，同比下降3.9%；包括美宜佳、<a href=\"https://laohu8.com/S/06868\">天福</a>、罗森、全家、7-ELEVEn等在内的样本企业，单日来客数（人/店/日）同比下降8.7%，客单价（元/人/单）同比下降0.2%。</span></span></p><p><span leaf=\"\"><img arial=\"\" auto=\"\" blinkmacsystemfont=\"\" gb=\"\" initial=\"\" neue=\"\" new=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/51b06fa1dd1447b98d009ea1732678b6\" start=\"\" system-ui=\"\" ui=\"\" yahei=\"\"/></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb52ikr\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">门店越开越多，客流却持续减少，成为国内便利店行业的现状。面对即时零售的冲击，越来越多便利店选择“打不过就加入”。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521ane\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">据中国连锁经营协会针对2025年便利店行业样本企业的调查，截至2025年年底，已有近四成样本企业开通即时零售业务；样本企业整体即时零售销售占比接近四成，同比增长11%。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521sdf\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">不过，对于便利店而言，即时零售是一把双刃剑。在带来线上增量订单的同时，进一步削弱了到店意愿，导致咖啡、熟食等高溢价线下场景消费萎缩，品牌力被稀释。更重要的是，平台佣金、流量推广费、骑手配送成本层层叠加，大量门店陷入“营收涨、利润不涨”的窘境。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb5218v7\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">另一边，大厂的日子也不好过。线上仓店扩张，打的依旧是一场补贴战。租金减免、订单激励、配送优惠……平台依靠高额补贴来招揽加盟商，大量合作仓店目前的良性流水高度依赖平台输血。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb528ut\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">一旦补贴退坡，单仓能否依靠进销差价覆盖房租、人工、分拣成本，将直面大考。若盈利无望，加盟商极易跨平台经营，大厂渴望的“统一货盘、统一管控”也将沦为一纸空谈。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" leaf=\"\" mpa-font-style=\"msfrqb521fqx\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">上一轮新零售浪潮，巨头幻想改造线下收割流量，最终惨淡收场；这一轮巨头放下门店执念搭建仓网，同样要直面零售亘古不变的考题：如何在扩张速度与可持续利润间找到平衡。</span></span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span leaf=\"\"><img src=\"https://static.tigerbbs.com/0ade623bf7d143cb92b0cc3ceb0bc142\"/></span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" initial=\"\" justify=\"\" neue=\"\" new=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span mpa-font-style=\"ms4pekcs1tat\"><span><span mpa-font-style=\"ms4pekcs1tat\"><span><span leaf=\"\">【</span></span></span><span leaf=\"\"><span textstyle=\"\">扫码</span></span><span mpa-font-style=\"ms4pekcs1tat\"><span><span leaf=\"\">】</span></span></span><span leaf=\"\">或点击</span></span><span><span leaf=\"\">【阅读原文】</span></span><span><span leaf=\"\">投上你宝贵的一票！谁是你心中的最佳上市公司？</span></span></span></p><p arial=\"\" blinkmacsystemfont=\"\" border-box=\"\" break-word=\"\" gb=\"\" initial=\"\" justify=\"\" neue=\"\" new=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span leaf=\"\" mpa-font-style=\"ms4pekcs2007\"><span textstyle=\"\">“2026<a href=\"https://laohu8.com/S/600716\">凤凰</a>之星上市公司评选”候选名单已公布，大众投票正式开启。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" border-box=\"\" break-word=\"\" gb=\"\" initial=\"\" justify=\"\" neue=\"\" new=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span mpa-font-style=\"ms4pekcs24db\"><span leaf=\"\"><span textstyle=\"\">用户可通过投票，助力优质企业提升品牌影响力。企业报名通道同步开放，组委会将动态更新候选名单。最终结果于“凤凰<a href=\"https://laohu8.com/S/00737\">湾区</a>财经论坛2026”揭晓。期待您的参与！</span></span></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/8d6bc86898dc4b92bd9aa4d19916eda5\" type=\"block\"/></p></div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","KBAB":"2倍做多BABA ETF-KraneShares","HMTD.SI":"Meituan HK SDR 5to1","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","LU0509642566.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) INC AV","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4585":"ETF&股票定投概念","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0048580855.USD":"富达大中华区A","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK1591":"就地过年概念","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0269904917.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY 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A-SGD"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzU5ODU1Mjg5Nw==&mid=2247831339&idx=5&sn=938835136928b2582e2da357601ac7c4&chksm=ffc7d9e5989ce1c720dc95c84f1a33acc94e6c6dd20b0f92fd5bae70ad3eb4af9138fc0b3821&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2657524835","content_text":"来源|字母榜外卖之后，大厂的战火烧到了便利店。自去年10月入局后，淘宝便利店已落地700余家门店，半年内两度拔高拓店目标，在初始千店目标基础上持续加码。另一边，美团旗下的松鼠便利同样火力全开，截至今年3月已落地700余家门店，覆盖76座城市，有消息称其年内冲刺1500家门店。不过，据字母榜从接近美团人士处了解，松鼠便利今年并未设立开店数量目标。 巨头们争夺的便利店，与我们熟知的7-Eleven并非同一种业态，而是披着便利店外衣的“仓”。这些便利店大多隐匿在商圈两公里外的非临街铺位，24小时纯线上经营，甚至没有醒目的招牌。但比起传统便利店2000-3000的SKU，这类便利店SKU能达到5000-10000个，覆盖食品饮料、日用百货、美妆个护、3C数码、母婴用品等多品类。过去一年，互联网巨头之间的厮杀已从餐饮外卖延伸至全品类零售。收编线上便利店，对大厂而言，不仅能补齐万亿即时零售仓网密度，还能拉高毛利和承接用户应急消费，把远场的货架和更丰富的供给，搬到了离消费者更近的仓库里。即时零售下半场，谁先搭建起高密度、供给丰富的仓网，谁就能掌握下半场的主动权。这并非便利店第一次被互联网巨头盯上。上一轮新零售浪潮里，便利店一夜之间成了大厂和资本竞相追逐的香饽饽，京东便利店、天猫小店和苏宁小店如雨后春笋般涌现，热钱涌向便利蜂和邻家等连锁便利店。但最终，规模化扩张的野心被供应链和运营的复杂拖垮，轰轰烈烈的改造运动早早收场。如今，在即时零售的东风下，沉寂已久的便利店业态，能否再次迎来“复兴”？答案很可能是否定的。大厂或许无意与传统便利店抢生意，本质上争夺的是藏在街边后巷的仓库。但不可否认的是，即时零售的近和快，正在消解传统便利店的优势。以前大家半夜买泡面、买充电线，第一反应是下楼找便利店。现在淘宝或美团点一下，30分钟送到家门口。巨头们不仅用仓网密度把“近”做到极致，还复用自家货盘顺带补上“全”这块拼图。传统便利店不仅没能借这股东风起飞，反而连生存空间都在被挤压。01大厂补齐仓网，从来不是单线作战，而是多路并行外卖大战下，巨头们对即时零售万亿市场的长期确定性，达成共识。而仓网履约作为底层基础设施，直接决定订单交付能力、用户体验与经营成本，谁先搭建起高密度、供给丰富的仓网，谁就能掌握下半场的主动权。这也解释了为什么沉寂许久的生鲜电商再度火热，从盒马归队到叮咚卖身，再到朴朴待售，大厂看重的正是这些生鲜电商平台的前置仓网络，收编后，大厂把它们从前置仓赛道的独立玩家，降维成即时零售大盘里的基础设施，内嵌到生态之中。大厂补齐仓网，从来不是单线作战，而是多路并行。生鲜电商的前置仓是第一路，补的是生鲜高频、冷链供应链、重资产履约能力。但光有生鲜不够。生鲜是高频刚需，却是低毛利、高损耗的苦生意，前置仓单仓投入50万起，生鲜损耗达8%-15%，毛利率仅15%-20%。光靠卖菜，大厂算不过来这笔账。盒马、小象和叮咚上，叠加了大量日用、标品百货，试图拉高毛利，但在用户消费心智里，买日用品、应急小件和零碎标品，还有一个高频场景，那就是便利店。虽然比起外卖和生鲜电商，日用百货的消费频次没有那么高，但无论是美团要守住本地生活优势，还是淘宝要完成向“全场景消费入口”的转变，便利店都是一个绝佳的载体。除此以外，零食、日用品、自有品牌商品毛利显著高于外卖餐饮，也有助于改善大厂即时零售长期亏损难题。更重要的是，便利店作为城市公共服务的延伸和补充，拥有高密度的网点布局，覆盖商圈、社区、写字楼和交通枢纽等。双方贴身竞速，足见竞争烈度。淘宝便利店走的是轻资产路线，全部采用品牌授权模式。淘宝闪购对外明确，平台 “不建仓、不开店、不与商家争利”。现有闪电仓商家达到标准即可 “带店入伙”，平台输出品牌、流量、数字化系统与供应链渠道，商家保留经营自主权。松鼠便利则采用自营和加盟托管并行的方式，截至2026年3月拥有100余家直营门店，其余门店依靠加盟托管拓展。虽然同样是加盟模式，但美团采用强管控托管模式，货品采购、定价标准、履约规范、售后体系全部由美团统一管控，加盟商负责场地投入与仓内管理。不难看出，这一轮便利店争夺，大厂比拼的不仅是配送时效，还有货盘和门店管控能力。02这不是便利店第一次被大厂看中1992年，7-Eleven在深圳开出中国大陆第一家门店，到今天，便利店进入中国已经30年。在这30年里，便利店之所以能稳稳占据城市街角，是因为它同时具备两个稀缺能力：离消费者近带来的即时响应能力，以及受线上冲击较小带来的线下流量稳定性。这两个能力，在2016年前后刮起的那场“新零售”风暴里，被互联网巨头们一眼看中。2016年10月，马云在云栖大会提出“新零售”概念。随后的2017年，便利店赛道迎来最狂热的一年，阿里推出零售通改造夫妻老婆店，京东喊出“五年100万家京东便利店”的豪言，就连苏宁也亲自下场开起了苏宁小店。彼时，大厂做的事情，是给线下小店“翻牌”。挂上平台的招牌，接入线上系统，试图把门店变成新零售的流量入口和体验场。天猫小店、京东便利店如雨后春笋般出现在街头巷尾。大量资本涌入便利店赛道。2017年才开出第一家店的便利蜂，三年拿下累计15亿美元的融资，背后不乏腾讯和高瓴资本的身影，邻家和131便利店等也获得资本青睐。但大厂很快发现，改造线下远比想象中复杂。轻度翻牌未能触及供应链和运营的深层痛点，计划中的规模化扩张未能兑现。最终，京东的“百万便利店”计划雷声大雨点小，阿里零售通最终在2024年3月关停，苏宁小店更是持续巨亏，最终被剥离出苏宁体系。资本退潮的速度和涌入时一样快。邻家、131便利店等项目因资金链断裂一夜之间关停上百家门店。便利也于2022年启动“冬眠计划”，关闭近700家门店，截至目前全国门店仅剩800余家门店。时隔数年，巨头再度扎堆入局便利店，能否让赛道再次升温？答案很可能是否定的，因为比起上一轮，大厂入局的逻辑变了。这一轮，大厂要的是“仓”而非“店”，大厂想要的不是给夫妻老婆店挂个牌，把线下客流引到线上，而是把他们的店变成自己的仓库，把自己的货盘放进去。而在这一过程中，大厂相当于品牌方，只要坐等加盟商上门就可以了。大厂甚至不会像收购叮咚那样收编传统便利店品牌。传统便利店品牌手里的资产，对大厂来说反而是负担，连锁便利店的临街旺铺点位太贵，大厂也无意把自家货盘塞进门店。连锁便利店成熟的加盟体系，也容不下大厂“统一采购、统一定价”的强管控要求。这一轮争夺战中，传统便利店连被大厂当做“棋子”的资格都没有，更遑论借势复兴。03即时零售对便利店生意的影响，让人无法忽视表面上看，大厂争夺便利店，并非是要和传统便利店抢生意，但即时零售对便利店生意的影响，却让人无法忽视。过去三十年，便利店靠一个“急”字活。半夜馋泡面、下雨忘带伞、手机没电要充电线，面对这些突发需求，消费者的第一反应就是下楼找便利店。但现在，淘宝、美团点一下，30分钟送上门，连门都不用出。便利店曾经引以为傲的“近和快”的优势正在被即时零售瓦解，如今就连“全”上，这些新型线上便利店也不遑多让。从数据上看，国内便利店规模仍在扩张，但单店效益是下滑的。中国连锁经营协会（CCFA）2026年4月发布的2025年中国便利店行业调查数据显示，截至2025年12月31日，全国便利店Top100企业门店总数达20.8万家，比上年净增约1.1万家，增幅为5.6%。另据《2026年中国便利店发展报告》，受客流量和客单价持续下跌影响，2025年中国便利店单日营收下降态势进一步扩大，单日销售额降至4453元，同比下降3.9%；包括美宜佳、天福、罗森、全家、7-ELEVEn等在内的样本企业，单日来客数（人/店/日）同比下降8.7%，客单价（元/人/单）同比下降0.2%。门店越开越多，客流却持续减少，成为国内便利店行业的现状。面对即时零售的冲击，越来越多便利店选择“打不过就加入”。据中国连锁经营协会针对2025年便利店行业样本企业的调查，截至2025年年底，已有近四成样本企业开通即时零售业务；样本企业整体即时零售销售占比接近四成，同比增长11%。不过，对于便利店而言，即时零售是一把双刃剑。在带来线上增量订单的同时，进一步削弱了到店意愿，导致咖啡、熟食等高溢价线下场景消费萎缩，品牌力被稀释。更重要的是，平台佣金、流量推广费、骑手配送成本层层叠加，大量门店陷入“营收涨、利润不涨”的窘境。另一边，大厂的日子也不好过。线上仓店扩张，打的依旧是一场补贴战。租金减免、订单激励、配送优惠……平台依靠高额补贴来招揽加盟商，大量合作仓店目前的良性流水高度依赖平台输血。一旦补贴退坡，单仓能否依靠进销差价覆盖房租、人工、分拣成本，将直面大考。若盈利无望，加盟商极易跨平台经营，大厂渴望的“统一货盘、统一管控”也将沦为一纸空谈。上一轮新零售浪潮，巨头幻想改造线下收割流量，最终惨淡收场；这一轮巨头放下门店执念搭建仓网，同样要直面零售亘古不变的考题：如何在扩张速度与可持续利润间找到平衡。【扫码】或点击【阅读原文】投上你宝贵的一票！谁是你心中的最佳上市公司？“2026凤凰之星上市公司评选”候选名单已公布，大众投票正式开启。用户可通过投票，助力优质企业提升品牌影响力。企业报名通道同步开放，组委会将动态更新候选名单。最终结果于“凤凰湾区财经论坛2026”揭晓。期待您的参与！","news_type":1,"symbols_score_info":{"BBYY":0.6,"ALBmain":0.6,"HMTD.SI":0.6,"BABU":0.6,"CLIX":0.6,"BABO":0.6,"BABW":0.6,"BABX":0.6,"03690":1.9,"METmain":0.6,"KWEB":0.6,"BABA":1.91,"09988":1.91,"MPNGY":1.9,"DRAG":0.6,"KBAB":0.6,"ONLN":0.6}},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575509807379832,"gmtCreate":1781519206219,"gmtModify":1781519261842,"author":{"id":"3555919168646751","authorId":"3555919168646751","name":"于饕餮","avatar":"https://static.tigerbbs.com/6938127e0daa17b47414493bca4c612a","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555919168646751","idStr":"3555919168646751"},"themes":[],"title":"","htmlText":"美团投资了理想，联合搞 500 辆车，找个城市，试点下自动驾驶，场景结合硬件，会不会都涨点儿","listText":"美团投资了理想，联合搞 500 辆车，找个城市，试点下自动驾驶，场景结合硬件，会不会都涨点儿","text":"美团投资了理想，联合搞 500 辆车，找个城市，试点下自动驾驶，场景结合硬件，会不会都涨点儿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575509807379832","repostId":"2643274604","repostType":2,"repost":{"id":"2643274604","kind":"news","pubTimestamp":1781516460,"share":"https://www.laohunote.com/m/news/2643274604?lang=zh_CN&edition=full","pubTime":"2026-06-15 17:41","market":"fut","language":"zh","title":"李想：今天的智能手机和智能汽车并不是真的智能，还是功能驱动，而不是一个有生命的智能体","url":"https://stock-news.laohu8.com/highlight/detail?id=2643274604","media":"新浪科技","summary":"新浪科技讯 6月15日下午消息，在今日的Livis Day理想汽车软件与具身智能发布会上，理想汽车董事长、CEO发表演讲。　　他表示，今天的智能手机和智能汽车，都并不是真的智能。它们本质上还是“功能驱动”的，而不是一个有生命的智能体。传统智能汽车对安全的定义，是“功能安全”，它最大的特点是免责优先。　　“我们要用具身智能，给你打造一辆能够保护人类安全、独立完成任务、比人类更高效的具身智能汽车。”","content":"<html><body><div>\n<p>　　新浪科技讯 6月15日下午消息，在今日的Livis Day<a href=\"https://laohu8.com/S/LI\">理想汽车</a>软件与具身智能发布会上，<a href=\"https://laohu8.com/S/02015\">理想汽车</a>董事长、CEO发表演讲。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/162/w550h412/20260615/dca1-c5bdac47410cd2f117553c3faa835ac4.jpg\"/><span></span></div>\n<p>　　他表示，今天的智能手机和智能汽车，都并不是真的智能。它们本质上还是“功能驱动”的，而不是一个有生命的智能体。智能汽车最重要的三个维度：安全、能力、效率。</p>\n<p>　　第一个，安全。传统智能汽车对安全的定义，是“功能安全”，它最大的特点是免责优先。而真正的具身智能，在安全上，必须以保护人类安全为核心，并且要做到比人类更安全。</p>\n<p>　　第二个，能力。传统智能汽车是“特定功能、特定场景”。而真正的具身智能，在能力层面要全面学习人类的技能，更重要的是独立完成任务。</p>\n<p>　　第三个，效率。传统智能汽车是“人机共驾、人机协同”。而真正的具身智能，必须要做到比人类的效率更高。保护人类安全，独立完成任务，比人效率更高，这是所有人都想要的智能。</p>\n<p>　　“我们要用具身智能，给你打造一辆能够保护人类安全、独立完成任务、比人类更高效的具身智能汽车。”他指出，理想汽车将具身智能汽车定义为“四位一体”：一辆电动车、一位职业司机、一台AI计算机、一位生活助手；电动车和AI计算机是“具身”，职业司机和生活助手是“智能”。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：宋<a href=\"https://laohu8.com/S/AVP\">雅芳</a> </p>\n</div></body></html>","source":"sina","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>李想：今天的智能手机和智能汽车并不是真的智能，还是功能驱动，而不是一个有生命的智能体</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李想：今天的智能手机和智能汽车并不是真的智能，还是功能驱动，而不是一个有生命的智能体\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-15 17:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tob/2026-06-15/doc-inicnuhq6724355.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 6月15日下午消息，在今日的Livis Day理想汽车软件与具身智能发布会上，理想汽车董事长、CEO发表演讲。\n\n　　他表示，今天的智能手机和智能汽车，都并不是真的智能。它们本质上还是“功能驱动”的，而不是一个有生命的智能体。智能汽车最重要的三个维度：安全、能力、效率。\n　　第一个，安全。传统智能汽车对安全的定义，是“功能安全”，它最大的特点是免责优先。而真正的具身智能，在安全上，必须...</p>\n\n<a href=\"https://finance.sina.com.cn/tob/2026-06-15/doc-inicnuhq6724355.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","02015":"理想汽车-W","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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Day理想汽车软件与具身智能发布会上，理想汽车董事长、CEO发表演讲。\n\n　　他表示，今天的智能手机和智能汽车，都并不是真的智能。它们本质上还是“功能驱动”的，而不是一个有生命的智能体。智能汽车最重要的三个维度：安全、能力、效率。\n　　第一个，安全。传统智能汽车对安全的定义，是“功能安全”，它最大的特点是免责优先。而真正的具身智能，在安全上，必须以保护人类安全为核心，并且要做到比人类更安全。\n　　第二个，能力。传统智能汽车是“特定功能、特定场景”。而真正的具身智能，在能力层面要全面学习人类的技能，更重要的是独立完成任务。\n　　第三个，效率。传统智能汽车是“人机共驾、人机协同”。而真正的具身智能，必须要做到比人类的效率更高。保护人类安全，独立完成任务，比人效率更高，这是所有人都想要的智能。\n　　“我们要用具身智能，给你打造一辆能够保护人类安全、独立完成任务、比人类更高效的具身智能汽车。”他指出，理想汽车将具身智能汽车定义为“四位一体”：一辆电动车、一位职业司机、一台AI计算机、一位生活助手；电动车和AI计算机是“具身”，职业司机和生活助手是“智能”。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：宋雅芳","news_type":1,"symbols_score_info":{"02015":1.94,"LI":1.94,"EVS.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566233931363376,"gmtCreate":1779275024587,"gmtModify":1779275027157,"author":{"id":"3555919168646751","authorId":"3555919168646751","name":"于饕餮","avatar":"https://static.tigerbbs.com/6938127e0daa17b47414493bca4c612a","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555919168646751","idStr":"3555919168646751"},"themes":[],"title":"","htmlText":"为啥他自己回购价格只有市场价格的一半[呆住]&nbsp;&nbsp;","listText":"为啥他自己回购价格只有市场价格的一半[呆住]&nbsp;&nbsp;","text":"为啥他自己回购价格只有市场价格的一半[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566233931363376","repostId":"2636453478","repostType":2,"repost":{"id":"2636453478","kind":"news","pubTimestamp":1779272398,"share":"https://www.laohunote.com/m/news/2636453478?lang=zh_CN&edition=full","pubTime":"2026-05-20 18:19","market":"sh","language":"zh","title":"理想汽车-W(02015)5月19日斥资1246.51万美元回购154.82万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2636453478","media":"智通财经","summary":"智通财经APP讯，理想汽车-W(02015)发布公告，于2026年5月19日该公司斥资1246.51万美元回购154.82万股，回购价格为每股7.92-8.155美元。","content":"<html><body><p>智通财经APP讯，<a href=\"https://laohu8.com/S/02015\">理想汽车-W</a>(02015)发布公告，于2026年5月19日该公司斥资1246.51万美元回购154.82万股，回购价格为每股7.92-8.155美元。</p></body></html>","source":"stock_zhitongcaijing","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>理想汽车-W(02015)5月19日斥资1246.51万美元回购154.82万股</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理想汽车-W(02015)5月19日斥资1246.51万美元回购154.82万股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-20 18:19 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1444028.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP讯，理想汽车-W(02015)发布公告，于2026年5月19日该公司斥资1246.51万美元回购154.82万股，回购价格为每股7.92-8.155美元。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1444028.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","BK4588":"碎股","BK1119":"汽车制造商","BK4548":"巴美列捷福持仓","02015":"理想汽车-W","BK4551":"寇图资本持仓","BK1588":"回港中概股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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中国东西好，便宜，别让中国东西进美国，进来了，美国东西就卖不出去了，逻辑没毛病","listText":"不割裂啊 中国东西好，便宜，别让中国东西进美国，进来了，美国东西就卖不出去了，逻辑没毛病","text":"不割裂啊 中国东西好，便宜，别让中国东西进美国，进来了，美国东西就卖不出去了，逻辑没毛病","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553725285594752","repostId":"2627713684","repostType":2,"repost":{"id":"2627713684","kind":"news","pubTimestamp":1776218818,"share":"https://www.laohunote.com/m/news/2627713684?lang=zh_CN&edition=full","pubTime":"2026-04-15 10:06","market":"hk","language":"zh","title":"福特CEO有多双标：开小米SU7称爱不释手 转头喊出拒让中国车企进美国","url":"https://stock-news.laohu8.com/highlight/detail?id=2627713684","media":"快科技","summary":"快科技4月15日消息，福特汽车首席执行官吉姆·法利近期的一系列言论引发了广泛争议。这位首席执行官在最近的发言中态度强硬，明确反对中国车企进入美国市场。他公开声称，如果放任中国电动汽车进入美国，将对当地的制造业造成毁灭性的打击。他在发言中反复渲染竞争的不公平性，认为中国车企因为获得了大量支持而拥有价格优势。这种公开的敌意背后，折射出的是传统巨头对中国汽车工业快速崛起的深度忌惮。","content":"<html><body><p>快科技4月15日消息，<a href=\"https://laohu8.com/S/F\">福特汽车</a>首席执行官吉姆·法利近期的一系列言论引发了广泛争议。他在公开场合表现出的矛盾态度，被不少网友指责为典型的双重标准。</p><p><strong>这位首席执行官在最近的发言中态度强硬，明确反对中国车企进入美国市场。他公开声称，如果放任中国电动汽车进入美国，将对当地的制造业造成毁灭性的打击。</strong></p><p>他在发言中反复渲染竞争的不公平性，认为中国车企因为获得了大量支持而拥有价格优势。同时，他还试图将产品竞争上升到安全风险的高度，以此为由推动贸易保护措施。</p><p>这种公开的敌意背后，折射出的是传统巨头对中国汽车工业快速崛起的深度忌惮。事实上，中国在电动汽车领域的研发速度和综合实力，已经让这位底特律巨头的掌门人感到了巨大的压力。</p><p><strong>让人感到讽刺的是，吉姆·法利私下里对中国汽车的产品力其实赞赏有加。此前他曾公开承认，自己在试驾了<a href=\"https://laohu8.com/S/XIACY\">小米</a>SU7后爱不释手，甚至在很长一段时间内都不愿意换回原本的座驾。</strong></p><p>这种私下的认可与公开的抵制形成了鲜明对比。<a href=\"https://laohu8.com/S/01810\">小米</a>创始人雷军当时还专门转发并赞许了他的相关言论。这说明，即便是在最顶尖的<a href=\"https://laohu8.com/S/CRMT\">美国汽车行</a>业专家眼中，中国汽车的竞争力也已经达到了极高的水平。</p><p><strong>这种言行不一的举动，充分揭示了全球传统车企在面对产业变革时的焦虑感。他们一方面不得不承认中国产品的优秀体验，另一方面又试图通过行政手段将强大的竞争对手关在门外。</strong></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p></body></html>","source":"ifeng_tech","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>福特CEO有多双标：开小米SU7称爱不释手 转头喊出拒让中国车企进美国</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福特CEO有多双标：开小米SU7称爱不释手 转头喊出拒让中国车企进美国\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-15 10:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8sL4bvv7NmX><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技4月15日消息，福特汽车首席执行官吉姆·法利近期的一系列言论引发了广泛争议。他在公开场合表现出的矛盾态度，被不少网友指责为典型的双重标准。这位首席执行官在最近的发言中态度强硬，明确反对中国车企进入美国市场。他公开声称，如果放任中国电动汽车进入美国，将对当地的制造业造成毁灭性的打击。他在发言中反复渲染竞争的不公平性，认为中国车企因为获得了大量支持而拥有价格优势。同时，他还试图将产品竞争上升到...</p>\n\n<a href=\"https://tech.ifeng.com/c/8sL4bvv7NmX\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0169518387.USD":"JPM ASIA EQUITY \"A\" ACC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU0675040207.SGD":"JPM ASIA PACIFIC EQUITY \"A\" (SGD) ACC","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","LU0441854154.USD":"JPM ASIA PACIFIC EQUITY \"A\" (USD) ACC","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0823426308.USD":"法巴中国股票基金","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) 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INC"},"source_url":"https://tech.ifeng.com/c/8sL4bvv7NmX","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2627713684","content_text":"快科技4月15日消息，福特汽车首席执行官吉姆·法利近期的一系列言论引发了广泛争议。他在公开场合表现出的矛盾态度，被不少网友指责为典型的双重标准。这位首席执行官在最近的发言中态度强硬，明确反对中国车企进入美国市场。他公开声称，如果放任中国电动汽车进入美国，将对当地的制造业造成毁灭性的打击。他在发言中反复渲染竞争的不公平性，认为中国车企因为获得了大量支持而拥有价格优势。同时，他还试图将产品竞争上升到安全风险的高度，以此为由推动贸易保护措施。这种公开的敌意背后，折射出的是传统巨头对中国汽车工业快速崛起的深度忌惮。事实上，中国在电动汽车领域的研发速度和综合实力，已经让这位底特律巨头的掌门人感到了巨大的压力。让人感到讽刺的是，吉姆·法利私下里对中国汽车的产品力其实赞赏有加。此前他曾公开承认，自己在试驾了小米SU7后爱不释手，甚至在很长一段时间内都不愿意换回原本的座驾。这种私下的认可与公开的抵制形成了鲜明对比。小米创始人雷军当时还专门转发并赞许了他的相关言论。这说明，即便是在最顶尖的美国汽车行业专家眼中，中国汽车的竞争力也已经达到了极高的水平。这种言行不一的举动，充分揭示了全球传统车企在面对产业变革时的焦虑感。他们一方面不得不承认中国产品的优秀体验，另一方面又试图通过行政手段将强大的竞争对手关在门外。","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1.87,"MIUmain":0.6,"F":1.95,"HXXD.SI":0.6,"XIACY":1.87}},"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":515139403690000,"gmtCreate":1766742111188,"gmtModify":1766742113840,"author":{"id":"3555919168646751","authorId":"3555919168646751","name":"于饕餮","avatar":"https://static.tigerbbs.com/6938127e0daa17b47414493bca4c612a","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555919168646751","idStr":"3555919168646751"},"themes":[],"title":"","htmlText":"所以空调滤芯499嘛","listText":"所以空调滤芯499嘛","text":"所以空调滤芯499嘛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/515139403690000","repostId":"2594264876","repostType":2,"repost":{"id":"2594264876","kind":"news","pubTimestamp":1766719222,"share":"https://www.laohunote.com/m/news/2594264876?lang=zh_CN&edition=full","pubTime":"2025-12-26 11:20","market":"hk","language":"zh","title":"理想汽车推全新用车服务包 覆盖全系车型","url":"https://stock-news.laohu8.com/highlight/detail?id=2594264876","media":"中关村在线","summary":"理想汽车近日推出全新理想用车服务包基础版，该服务包现已正式上线。服务内容包含机油保养、空调滤芯更换以及6次维保期间的取送车服务，适用于理想L系列、i系列、MEGA及理想ONE全系车型。根据不同车型配置，服务包售价介于499元至1199元之间。具体来看，理想L系列服务包定价为1199元，涵盖增程器小保养一次、空调滤芯保养一次及六次取送车服务；理想i系列与MEGA车型的服务包价格均为499元，均包含一次空调滤芯保养及六次取送车服务；理想ONE车型服务包售价为949元，提供增程器常规保养一次、空调滤芯保养一次以及六次维保取送车服务。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251226151236982d206fo72bqyxk8o\"/><p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>近日推出全新理想用车服务包基础版，该服务包现已正式上线。服务内容包含机油保养、空调滤芯更换以及6次维保期间的取送车服务，适用于理想L系列、i系列、MEGA及理想ONE全系车型。根据不同车型配置，服务包售价介于499元至1199元之间。</p><p>具体来看，理想L系列服务包定价为1199元，涵盖增程器小保养一次、空调滤芯保养一次及六次取送车服务；理想i系列与MEGA车型的服务包价格均为499元，均包含一次空调滤芯保养及六次取送车服务；理想ONE车型服务包售价为949元，提供增程器常规保养一次、空调滤芯保养一次以及六次维保取送车服务。</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>理想汽车推全新用车服务包 覆盖全系车型</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; 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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理想汽车推全新用车服务包 覆盖全系车型\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-26 11:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251226151239a6d18bfe&s=b><strong>中关村在线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>理想汽车近日推出全新理想用车服务包基础版，该服务包现已正式上线。服务内容包含机油保养、空调滤芯更换以及6次维保期间的取送车服务，适用于理想L系列、i系列、MEGA及理想ONE全系车型。根据不同车型配置，服务包售价介于499元至1199元之间。具体来看，理想L系列服务包定价为1199元，涵盖增程器小保养一次、空调滤芯保养一次及六次取送车服务；理想i系列与MEGA车型的服务包价格均为499元，均包含...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251226151239a6d18bfe&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":{"BK1588":"回港中概股","LI":"理想汽车","BK1119":"汽车制造商","02015":"理想汽车-W","LU1720050803.USD":"安联全方位中国股票基金","BK1587":"次新股","LU1794554557.SGD":"Allianz All China Equity AT Acc 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href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a> 一家科技公司手里现金1000多亿，市值只值1300亿？","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a> 一家科技公司手里现金1000多亿，市值只值1300亿？","text":"$理想汽车(LI)$ 一家科技公司手里现金1000多亿，市值只值1300亿？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/506865810449472","isVote":1,"tweetType":1,"viewCount":5301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507081427108128,"gmtCreate":1764777118682,"gmtModify":1764777773863,"author":{"id":"3555919168646751","authorId":"3555919168646751","name":"于饕餮","avatar":"https://static.tigerbbs.com/6938127e0daa17b47414493bca4c612a","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555919168646751","idStr":"3555919168646751"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a> 妈的，发个新品蹦一次。不过你理想也是，发个毛线眼镜。字节跳动如果做的话不比你做得好。有那功夫赶紧换个大电池给增程续续命也是好的呀","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a> 妈的，发个新品蹦一次。不过你理想也是，发个毛线眼镜。字节跳动如果做的话不比你做得好。有那功夫赶紧换个大电池给增程续续命也是好的呀","text":"$理想汽车(LI)$ 妈的，发个新品蹦一次。不过你理想也是，发个毛线眼镜。字节跳动如果做的话不比你做得好。有那功夫赶紧换个大电池给增程续续命也是好的呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/507081427108128","isVote":1,"tweetType":1,"viewCount":5863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":488651196466000,"gmtCreate":1760327254939,"gmtModify":1760327257327,"author":{"id":"3555919168646751","authorId":"3555919168646751","name":"于饕餮","avatar":"https://static.tigerbbs.com/6938127e0daa17b47414493bca4c612a","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555919168646751","idStr":"3555919168646751"},"themes":[],"title":"","htmlText":"赛力斯通过研究理想节省了不少研发费","listText":"赛力斯通过研究理想节省了不少研发费","text":"赛力斯通过研究理想节省了不少研发费","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/488651196466000","repostId":"2575699447","repostType":2,"repost":{"id":"2575699447","kind":"news","pubTimestamp":1760319060,"share":"https://www.laohunote.com/m/news/2575699447?lang=zh_CN&edition=full","pubTime":"2025-10-13 09:31","market":"hk","language":"zh","title":"2025年上半年全球车企研发费用排名：国产最高第五","url":"https://stock-news.laohu8.com/highlight/detail?id=2575699447","media":"CNMO","summary":"根据机构统计的数据，2025年上半年全球乘用车企业研发费用排名显示，大众集团以9945百万欧元位居榜首，丰田汽车以7058亿日元位列第二，本田汽车以6462亿日元紧随其后。国产品牌中，排名最高的是第五名的比亚迪。比亚迪汽车CNMO注意到，本次排名涵盖全球36家主流车企，研发费用从大众集团的831.1亿元到五菱汽车的1.8亿元不等，反映了不同企业在技术创新上的投入差异。","content":"<html><body><article><p>【CNMO科技消息】根据机构统计的数据，2025年上半年全球乘用车企业研发费用排名显示，<a href=\"https://laohu8.com/S/0P6N.UK\">大众集团</a>以9945百万欧元（约831.1亿元人民币）位居榜首，<a href=\"https://laohu8.com/S/TM\">丰田汽车</a>以7058亿日元（约340.7亿元人民币）位列第二，<a href=\"https://laohu8.com/S/HMC\">本田汽车</a>以6462亿日元（约312.0亿元人民币）紧随其后。国产品牌中，排名最高的是第五名的比亚迪。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251013095924090d206u2tjryiiwhx\"/><p>大众汽车</p><p>在TOP10阵营中，宝马汽车（约298.1亿元）、<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>（296亿元）、Stellantis（约281.7亿元）分列第四至第六位。梅赛德斯-奔驰、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、奥迪汽车及<a href=\"https://laohu8.com/S/NSANY\">日产汽车</a>分别以256.3亿元、213.4亿元、175.2亿元和146.9亿元研发费用占据第七至第十名。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251013095936490d2069ukjv2a9aly\"/><p>中国车企表现相比之前更为亮眼，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>以296亿元研发费用成为唯一进入全球前五的中国品牌，<a href=\"https://laohu8.com/S/600104\">上汽集团</a>（81.7亿元）、<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>（73.3亿元）、蔚来汽车（61.9亿元）、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>（53.2亿元）、极氪汽车（50.5亿元）等均进入前三十名。</p><img src=\"http://img.cnmo.com/2307_600x1000/2306526.jpg\"/><p><a href=\"https://laohu8.com/S/01211\">比亚迪</a>汽车</p><p>CNMO注意到，本次排名涵盖全球36家主流车企，研发费用从大众集团的831.1亿元到<a href=\"https://laohu8.com/S/00305\">五菱汽车</a>的1.8亿元不等，反映了不同企业在技术创新上的投入差异。同比数据表明，大部分传统车企与新能源车企均在持续加大研发投入，以应对行业变革挑战。</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>2025年上半年全球车企研发费用排名：国产最高第五</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\">\n2025年上半年全球车企研发费用排名：国产最高第五\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-13 09:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251013095952972a2daf&s=b><strong>CNMO</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【CNMO科技消息】根据机构统计的数据，2025年上半年全球乘用车企业研发费用排名显示，大众集团以9945百万欧元（约831.1亿元人民币）位居榜首，丰田汽车以7058亿日元（约340.7亿元人民币）位列第二，本田汽车以6462亿日元（约312.0亿元人民币）紧随其后。国产品牌中，排名最高的是第五名的比亚迪。大众汽车在TOP10阵营中，宝马汽车（约298.1亿元）、比亚迪（296亿元）、...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251013095952972a2daf&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":{"81211":"比亚迪股份-R","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","01211":"比亚迪股份","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","02015":"理想汽车-W","00285":"比亚迪电子","BK1509":"特斯拉概念股","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2449936058.SGD":"SUSTAINABLE ASIA EQUITY \"AA\" (SGD) ACC","LU0588546209.SGD":"Eastspring 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251013095952972a2daf&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2575699447","content_text":"【CNMO科技消息】根据机构统计的数据，2025年上半年全球乘用车企业研发费用排名显示，大众集团以9945百万欧元（约831.1亿元人民币）位居榜首，丰田汽车以7058亿日元（约340.7亿元人民币）位列第二，本田汽车以6462亿日元（约312.0亿元人民币）紧随其后。国产品牌中，排名最高的是第五名的比亚迪。大众汽车在TOP10阵营中，宝马汽车（约298.1亿元）、比亚迪（296亿元）、Stellantis（约281.7亿元）分列第四至第六位。梅赛德斯-奔驰、特斯拉、奥迪汽车及日产汽车分别以256.3亿元、213.4亿元、175.2亿元和146.9亿元研发费用占据第七至第十名。中国车企表现相比之前更为亮眼，比亚迪以296亿元研发费用成为唯一进入全球前五的中国品牌，上汽集团（81.7亿元）、吉利汽车（73.3亿元）、蔚来汽车（61.9亿元）、理想汽车（53.2亿元）、极氪汽车（50.5亿元）等均进入前三十名。比亚迪汽车CNMO注意到，本次排名涵盖全球36家主流车企，研发费用从大众集团的831.1亿元到五菱汽车的1.8亿元不等，反映了不同企业在技术创新上的投入差异。同比数据表明，大部分传统车企与新能源车企均在持续加大研发投入，以应对行业变革挑战。","news_type":1,"symbols_score_info":{"81211":0.6,"BYDDY":0.6,"002594":0.6,"02015":0.9,"01211":0.64,"09866":0.9,"00175":0.9,"00285":0.64,"HYDD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":2976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479545534046416,"gmtCreate":1758087356229,"gmtModify":1758087751099,"author":{"id":"3555919168646751","authorId":"3555919168646751","name":"于饕餮","avatar":"https://static.tigerbbs.com/6938127e0daa17b47414493bca4c612a","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555919168646751","idStr":"3555919168646751"},"themes":[],"title":"","htmlText":"妈的，就该这样","listText":"妈的，就该这样","text":"妈的，就该这样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479545534046416","repostId":"2568057459","repostType":2,"repost":{"id":"2568057459","kind":"news","pubTimestamp":1758081090,"share":"https://www.laohunote.com/m/news/2568057459?lang=zh_CN&edition=full","pubTime":"2025-09-17 11:51","market":"hk","language":"zh","title":"李想：理想i6没有小订，9月底开始交车","url":"https://stock-news.laohu8.com/highlight/detail?id=2568057459","media":"凤凰网科技","summary":"凤凰网科技讯 9月17日，理想汽车CEO李想发文称，理想i6没有小订，9月底开始交车，但多了一个“外挂”。据介绍，理想i6新增了原厂拖车钩，将为年轻车主们带来“新形态生活场景”，例如：国庆假期载着自行车去赛里木湖骑行、拖着野炊车去露营烧烤。拖车钩之外，理想i6还做了很多符合年轻人喜好的设计。李想还表示，争取在开完发布会的第二天就交车，让首批车主在国庆假期玩得更开心。","content":"<html><body><p>凤凰网科技讯 9月17日，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>CEO李想发文称，理想i6没有小订，9月底开始交车，但多了一个“外挂”。</p><p>据介绍，理想i6新增了原厂拖车钩，将为年轻车主们带来“新形态生活场景”，例如：国庆假期载着自行车去赛里木湖骑行、拖着野炊车去露营烧烤。拖车钩之外，理想i6还做了很多符合年轻人喜好的设计。</p><p>李想还表示，争取在开完发布会的第二天就交车，让首批车主在国庆假期玩得更开心。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p></body></html>","source":"ifeng_tech","collect":0,"html":"<!DOCTYPE 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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李想：理想i6没有小订，9月底开始交车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-17 11:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8midVLEjIq5><strong>凤凰网科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凤凰网科技讯 9月17日，理想汽车CEO李想发文称，理想i6没有小订，9月底开始交车，但多了一个“外挂”。据介绍，理想i6新增了原厂拖车钩，将为年轻车主们带来“新形态生活场景”，例如：国庆假期载着自行车去赛里木湖骑行、拖着野炊车去露营烧烤。拖车钩之外，理想i6还做了很多符合年轻人喜好的设计。李想还表示，争取在开完发布会的第二天就交车，让首批车主在国庆假期玩得更开心。</p>\n\n<a href=\"https://tech.ifeng.com/c/8midVLEjIq5\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720050803.USD":"安联全方位中国股票基金","BK4526":"热门中概股","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","BK4563":"昨日强势股","BK1587":"次新股","BK4555":"新能源车","BK1539":"汽车股","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","02015":"理想汽车-W","BK4588":"碎股","BK1119":"汽车制造商","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4503":"景林资产持仓","BK1588":"回港中概股","LI":"理想汽车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK1575":"同股不同权"},"source_url":"https://tech.ifeng.com/c/8midVLEjIq5","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2568057459","content_text":"凤凰网科技讯 9月17日，理想汽车CEO李想发文称，理想i6没有小订，9月底开始交车，但多了一个“外挂”。据介绍，理想i6新增了原厂拖车钩，将为年轻车主们带来“新形态生活场景”，例如：国庆假期载着自行车去赛里木湖骑行、拖着野炊车去露营烧烤。拖车钩之外，理想i6还做了很多符合年轻人喜好的设计。李想还表示，争取在开完发布会的第二天就交车，让首批车主在国庆假期玩得更开心。","news_type":1,"symbols_score_info":{"EVS.SI":0.6,"02015":1.5,"LI":1.5}},"isVote":1,"tweetType":1,"viewCount":3275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477349096796888,"gmtCreate":1757562978040,"gmtModify":1757562979393,"author":{"id":"3555919168646751","authorId":"3555919168646751","name":"于饕餮","avatar":"https://static.tigerbbs.com/6938127e0daa17b47414493bca4c612a","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555919168646751","idStr":"3555919168646751"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a>&nbsp; 理想现金储备1100多亿，有第一梯队的智驾，持续盈利，有100多万用户，市值1700多亿，这都快赶上银行了，再跌就私有化吧[喷血]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a>&nbsp; 理想现金储备1100多亿，有第一梯队的智驾，持续盈利，有100多万用户，市值1700多亿，这都快赶上银行了，再跌就私有化吧[喷血]&nbsp;&nbsp;","text":"$理想汽车-W(02015)$ 理想现金储备1100多亿，有第一梯队的智驾，持续盈利，有100多万用户，市值1700多亿，这都快赶上银行了，再跌就私有化吧[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477349096796888","isVote":1,"tweetType":1,"viewCount":4332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415495815803520,"gmtCreate":1742468811612,"gmtModify":1742468813650,"author":{"id":"3555919168646751","authorId":"3555919168646751","name":"于饕餮","avatar":"https://static.tigerbbs.com/6938127e0daa17b47414493bca4c612a","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555919168646751","idStr":"3555919168646751"},"themes":[],"title":"","htmlText":"全面1000多亿净利润，市值不到2000亿美金😓","listText":"全面1000多亿净利润，市值不到2000亿美金😓","text":"全面1000多亿净利润，市值不到2000亿美金😓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/415495815803520","repostId":"1136000248","repostType":2,"repost":{"id":"1136000248","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":1742466982,"share":"https://www.laohunote.com/m/news/1136000248?lang=zh_CN&edition=full","pubTime":"2025-03-20 18:36","market":"us","language":"zh","title":"拼多多四季度营收1106.1亿元低于预期，调整后每股收益20.15元","url":"https://stock-news.laohu8.com/highlight/detail?id=1136000248","media":"老虎资讯综合","summary":"调整后净利润298.5亿元人民币。","content":"<html><head></head><body><p>拼多多2024年第四季度营收1,106.1亿元人民币，同比增长 24.4%，预估1,160.3亿元。</p><p style=\"text-align: start;\">第四季度调整后净利润298.5亿元，同比增 17%，预估286亿元。</p><p>第四季度调整后每ADS收益 20.15元，预估19.68元。</p><p>2024年全年，总营收为3938.361亿元，同比增长59%。归属于拼多多普通股股东的净利润为1124.345亿元，同比增长87%。不按美国通用会计准则，归属于拼多多普通股股东的净利润为1223.436亿元，同比增长80%。</p><p><strong>业务表现</strong></p><p>第四季度来自在线营销服务及其他服务的营收为 570.111 亿元（约合 78.105 亿美元），与 2023 年同期的 486.756 亿元相比增长 17%。</p><p style=\"text-align: justify;\">第四季度来自交易服务的营收为 535.990 亿元（约合 73.430 亿美元），与 2023 年同期的 402.054 亿元相比增长 33%。</p><p><strong>开支情况</strong></p><p style=\"text-align: start;\">第四季度一般及行政开支20.9亿元人民币，预估22.5亿元人民币。</p><p style=\"text-align: start;\">第四季度研发支出37.8亿元人民币，预估37.6亿元人民币。</p><p><strong>高管解读</strong></p><p>“目前，我们长期坚持的高质量发展战略正在进入收获期，平台及产业生态的效用不断释放，持续为供需两侧带来普惠，这也更加坚定了我们投入生态建设的决心。”拼多多集团执行董事、联席CEO赵佳臻表示，今年1月初，平台还成立了“商家权益保护委员会”，旨在统筹各项业务团队，全面研究商家需求，持续优化商家经营环境，进一步完善平台及产业的生态建设。</p><p>“过去几个季度，我们在生态建设上的坚定投入，帮助平台更好地应对了消费变化、产业转型以及行业竞争，引领电商行业进入了高质量发展的崭新阶段。”拼多多集团董事长、联席CEO陈磊表示，2025年，我们将以“钉钉子精神”继续践行高质量发展战略，发挥平台的数字化优势，扩大“新质供给”的上行规模，持续普惠广大消费者的美好生活，全力构建用户、商家及平台的共赢生态。</p><p>拼多多盘前股价大幅震荡。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42d6e0d1f5e1a73c0a0b65438d208541\" title=\"\" tg-width=\"1406\" tg-height=\"645\"/></p><p></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>拼多多四季度营收1106.1亿元低于预期，调整后每股收益20.15元</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{ 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#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拼多多四季度营收1106.1亿元低于预期，调整后每股收益20.15元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-03-20 18:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>拼多多2024年第四季度营收1,106.1亿元人民币，同比增长 24.4%，预估1,160.3亿元。</p><p style=\"text-align: start;\">第四季度调整后净利润298.5亿元，同比增 17%，预估286亿元。</p><p>第四季度调整后每ADS收益 20.15元，预估19.68元。</p><p>2024年全年，总营收为3938.361亿元，同比增长59%。归属于拼多多普通股股东的净利润为1124.345亿元，同比增长87%。不按美国通用会计准则，归属于拼多多普通股股东的净利润为1223.436亿元，同比增长80%。</p><p><strong>业务表现</strong></p><p>第四季度来自在线营销服务及其他服务的营收为 570.111 亿元（约合 78.105 亿美元），与 2023 年同期的 486.756 亿元相比增长 17%。</p><p style=\"text-align: justify;\">第四季度来自交易服务的营收为 535.990 亿元（约合 73.430 亿美元），与 2023 年同期的 402.054 亿元相比增长 33%。</p><p><strong>开支情况</strong></p><p style=\"text-align: start;\">第四季度一般及行政开支20.9亿元人民币，预估22.5亿元人民币。</p><p style=\"text-align: start;\">第四季度研发支出37.8亿元人民币，预估37.6亿元人民币。</p><p><strong>高管解读</strong></p><p>“目前，我们长期坚持的高质量发展战略正在进入收获期，平台及产业生态的效用不断释放，持续为供需两侧带来普惠，这也更加坚定了我们投入生态建设的决心。”拼多多集团执行董事、联席CEO赵佳臻表示，今年1月初，平台还成立了“商家权益保护委员会”，旨在统筹各项业务团队，全面研究商家需求，持续优化商家经营环境，进一步完善平台及产业的生态建设。</p><p>“过去几个季度，我们在生态建设上的坚定投入，帮助平台更好地应对了消费变化、产业转型以及行业竞争，引领电商行业进入了高质量发展的崭新阶段。”拼多多集团董事长、联席CEO陈磊表示，2025年，我们将以“钉钉子精神”继续践行高质量发展战略，发挥平台的数字化优势，扩大“新质供给”的上行规模，持续普惠广大消费者的美好生活，全力构建用户、商家及平台的共赢生态。</p><p>拼多多盘前股价大幅震荡。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42d6e0d1f5e1a73c0a0b65438d208541\" title=\"\" tg-width=\"1406\" tg-height=\"645\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2db5797ca32628002f32e69d5dea58b","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136000248","content_text":"拼多多2024年第四季度营收1,106.1亿元人民币，同比增长 24.4%，预估1,160.3亿元。第四季度调整后净利润298.5亿元，同比增 17%，预估286亿元。第四季度调整后每ADS收益 20.15元，预估19.68元。2024年全年，总营收为3938.361亿元，同比增长59%。归属于拼多多普通股股东的净利润为1124.345亿元，同比增长87%。不按美国通用会计准则，归属于拼多多普通股股东的净利润为1223.436亿元，同比增长80%。业务表现第四季度来自在线营销服务及其他服务的营收为 570.111 亿元（约合 78.105 亿美元），与 2023 年同期的 486.756 亿元相比增长 17%。第四季度来自交易服务的营收为 535.990 亿元（约合 73.430 亿美元），与 2023 年同期的 402.054 亿元相比增长 33%。开支情况第四季度一般及行政开支20.9亿元人民币，预估22.5亿元人民币。第四季度研发支出37.8亿元人民币，预估37.6亿元人民币。高管解读“目前，我们长期坚持的高质量发展战略正在进入收获期，平台及产业生态的效用不断释放，持续为供需两侧带来普惠，这也更加坚定了我们投入生态建设的决心。”拼多多集团执行董事、联席CEO赵佳臻表示，今年1月初，平台还成立了“商家权益保护委员会”，旨在统筹各项业务团队，全面研究商家需求，持续优化商家经营环境，进一步完善平台及产业的生态建设。“过去几个季度，我们在生态建设上的坚定投入，帮助平台更好地应对了消费变化、产业转型以及行业竞争，引领电商行业进入了高质量发展的崭新阶段。”拼多多集团董事长、联席CEO陈磊表示，2025年，我们将以“钉钉子精神”继续践行高质量发展战略，发挥平台的数字化优势，扩大“新质供给”的上行规模，持续普惠广大消费者的美好生活，全力构建用户、商家及平台的共赢生态。拼多多盘前股价大幅震荡。","news_type":1,"symbols_score_info":{"PDD":1.1}},"isVote":1,"tweetType":1,"viewCount":2880,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3503301164681002","authorId":"3503301164681002","name":"开战斗机","avatar":"https://static.tigerbbs.com/4d087eb6233f561e4fb39ab0d4a198e2","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3503301164681002","idStr":"3503301164681002"},"content":"诈骗公司，利润吓死人。垃圾行业在中国太吃香了。","text":"诈骗公司，利润吓死人。垃圾行业在中国太吃香了。","html":"诈骗公司，利润吓死人。垃圾行业在中国太吃香了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343401274970176,"gmtCreate":1724867309862,"gmtModify":1724867363975,"author":{"id":"3555919168646751","authorId":"3555919168646751","name":"于饕餮","avatar":"https://static.tigerbbs.com/6938127e0daa17b47414493bca4c612a","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555919168646751","idStr":"3555919168646751"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a><v-v data-views=\"1\"></v-v> 首先它是盈利的车企，其次他手握专利并且是智驾领域的第一梯队，然后他的销量还在上涨，然后他手握千亿现金，然后他市值只有一千三四百亿人民币[难过]&nbsp; [难过]&nbsp; [难过]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a><v-v data-views=\"1\"></v-v> 首先它是盈利的车企，其次他手握专利并且是智驾领域的第一梯队，然后他的销量还在上涨，然后他手握千亿现金，然后他市值只有一千三四百亿人民币[难过]&nbsp; [难过]&nbsp; [难过]&nbsp;&nbsp;","text":"$理想汽车(LI)$ 首先它是盈利的车企，其次他手握专利并且是智驾领域的第一梯队，然后他的销量还在上涨，然后他手握千亿现金，然后他市值只有一千三四百亿人民币[难过] [难过] [难过]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/343401274970176","isVote":1,"tweetType":1,"viewCount":6096,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544318858328571","authorId":"3544318858328571","name":"美美金库","avatar":"https://static.tigerbbs.com/9a73c6effb28962cb92a44ee040009cf","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3544318858328571","idStr":"3544318858328571"},"content":"但是它是中概股，这是原罪","text":"但是它是中概股，这是原罪","html":"但是它是中概股，这是原罪"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343400907743488,"gmtCreate":1724867223293,"gmtModify":1724867364164,"author":{"id":"3555919168646751","authorId":"3555919168646751","name":"于饕餮","avatar":"https://static.tigerbbs.com/6938127e0daa17b47414493bca4c612a","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555919168646751","idStr":"3555919168646751"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a> 首先它是盈利的车企。其次他手握接近千亿的现金。然后它的销量还在持续增长。同时他还有一堆技术和资产。在这样的前提下，它的市值只有1300多亿人民币。这不科学呀[微笑]&nbsp; [微笑]&nbsp; [微笑]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a> 首先它是盈利的车企。其次他手握接近千亿的现金。然后它的销量还在持续增长。同时他还有一堆技术和资产。在这样的前提下，它的市值只有1300多亿人民币。这不科学呀[微笑]&nbsp; [微笑]&nbsp; [微笑]&nbsp;&nbsp;","text":"$理想汽车(LI)$ 首先它是盈利的车企。其次他手握接近千亿的现金。然后它的销量还在持续增长。同时他还有一堆技术和资产。在这样的前提下，它的市值只有1300多亿人民币。这不科学呀[微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/343400907743488","isVote":1,"tweetType":1,"viewCount":6862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301980387975280,"gmtCreate":1714731762518,"gmtModify":1714731763943,"author":{"id":"3555919168646751","authorId":"3555919168646751","name":"于饕餮","avatar":"https://static.tigerbbs.com/6938127e0daa17b47414493bca4c612a","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555919168646751","idStr":"3555919168646751"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a><v-v data-views=\"1\"></v-v> 为什么会出现港股250亿＄，美股300多亿＄","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a><v-v data-views=\"1\"></v-v> 为什么会出现港股250亿＄，美股300多亿＄","text":"$理想汽车-W(02015)$ 为什么会出现港股250亿＄，美股300多亿＄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/301980387975280","isVote":1,"tweetType":1,"viewCount":6692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297900234080264,"gmtCreate":1713758347941,"gmtModify":1713758350095,"author":{"id":"3555919168646751","authorId":"3555919168646751","name":"于饕餮","avatar":"https://static.tigerbbs.com/6938127e0daa17b47414493bca4c612a","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555919168646751","idStr":"3555919168646751"},"themes":[],"title":"","htmlText":"和我预判的一样，只不过不够极致，降3-5万最好，L系列降3万，mega降5万","listText":"和我预判的一样，只不过不够极致，降3-5万最好，L系列降3万，mega降5万","text":"和我预判的一样，只不过不够极致，降3-5万最好，L系列降3万，mega降5万","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297900234080264","repostId":"1164525929","repostType":2,"repost":{"id":"1164525929","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":1713748365,"share":"https://www.laohunote.com/m/news/1164525929?lang=zh_CN&edition=full","pubTime":"2024-04-22 09:12","market":"us","language":"zh","title":"理想全面调整价格体系：L系列降幅1.8万-2万元，MEGA降幅3万元","url":"https://stock-news.laohu8.com/highlight/detail?id=1164525929","media":"老虎资讯综合","summary":"4月22日，理想宣布调整L7/8/9与MEGA的价格。其中L系列降幅1.8万-2万元。理想L7从31.98万-37.98万元降至30.18万-35.98万元；理想L8从33.98万-39.98万元降至32.18万-37.98万元；理想L9从42.98万-45.98万元降至40.98万-43.98万元。MEGA则从55.98万降至52.98万元，降幅3万元。理想表示，新定购用户及已定购未交付的用户均可享受新价格，并将为2024款理想L7、理想L8、理想L9及理想MEGA的已提车车主提供现金回馈。","content":"<html><head></head><body><p>4月22日，理想宣布调整L7/8/9与MEGA的价格。其中L系列降幅1.8万-2万元。理想L7从31.98万-37.98万元降至30.18万-35.98万元；理想L8从33.98万-39.98万元降至32.18万-37.98万元；理想L9从42.98万-45.98万元降至40.98万-43.98万元。</p><p>MEGA则从55.98万降至52.98万元，降幅3万元。理想表示，新定购用户及已定购未交付的用户均可享受新价格，并将为2024款理想L7、理想L8、理想L9及理想MEGA的已提车车主提供现金回馈。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acec41ac6eddefbc1c0800e1345d177c\" tg-width=\"690\" tg-height=\"3441\"/></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>理想全面调整价格体系：L系列降幅1.8万-2万元，MEGA降幅3万元</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; 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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理想全面调整价格体系：L系列降幅1.8万-2万元，MEGA降幅3万元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-04-22 09:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月22日，理想宣布调整L7/8/9与MEGA的价格。其中L系列降幅1.8万-2万元。理想L7从31.98万-37.98万元降至30.18万-35.98万元；理想L8从33.98万-39.98万元降至32.18万-37.98万元；理想L9从42.98万-45.98万元降至40.98万-43.98万元。</p><p>MEGA则从55.98万降至52.98万元，降幅3万元。理想表示，新定购用户及已定购未交付的用户均可享受新价格，并将为2024款理想L7、理想L8、理想L9及理想MEGA的已提车车主提供现金回馈。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acec41ac6eddefbc1c0800e1345d177c\" tg-width=\"690\" tg-height=\"3441\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2869684faa12daf41c77713de7a0becf","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164525929","content_text":"4月22日，理想宣布调整L7/8/9与MEGA的价格。其中L系列降幅1.8万-2万元。理想L7从31.98万-37.98万元降至30.18万-35.98万元；理想L8从33.98万-39.98万元降至32.18万-37.98万元；理想L9从42.98万-45.98万元降至40.98万-43.98万元。MEGA则从55.98万降至52.98万元，降幅3万元。理想表示，新定购用户及已定购未交付的用户均可享受新价格，并将为2024款理想L7、理想L8、理想L9及理想MEGA的已提车车主提供现金回馈。","news_type":1,"symbols_score_info":{"LI":1.1,"02015":1.1}},"isVote":1,"tweetType":1,"viewCount":5258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388259155,"gmtCreate":1613059088377,"gmtModify":1703769052652,"author":{"id":"3555919168646751","authorId":"3555919168646751","name":"于饕餮","avatar":"https://static.tigerbbs.com/6938127e0daa17b47414493bca4c612a","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555919168646751","idStr":"3555919168646751"},"themes":[],"title":"","htmlText":"恒大可以验证世界观","listText":"恒大可以验证世界观","text":"恒大可以验证世界观","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388259155","repostId":"2110909530","repostType":2,"isVote":1,"tweetType":1,"viewCount":4095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312727351,"gmtCreate":1612185102073,"gmtModify":1703758442909,"author":{"id":"3555919168646751","authorId":"3555919168646751","name":"于饕餮","avatar":"https://static.tigerbbs.com/6938127e0daa17b47414493bca4c612a","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555919168646751","idStr":"3555919168646751"},"themes":[],"title":"","htmlText":"写的真好","listText":"写的真好","text":"写的真好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312727351","repostId":"2108272104","repostType":2,"isVote":1,"tweetType":1,"viewCount":4145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394827559,"gmtCreate":1608003979571,"gmtModify":1703850543321,"author":{"id":"3555919168646751","authorId":"3555919168646751","name":"于饕餮","avatar":"https://static.tigerbbs.com/6938127e0daa17b47414493bca4c612a","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555919168646751","idStr":"3555919168646751"},"themes":[],"title":"","htmlText":"又管的多了","listText":"又管的多了","text":"又管的多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394827559","repostId":"2091682129","repostType":2,"repost":{"id":"2091682129","kind":"news","pubTimestamp":1607996820,"share":"https://www.laohunote.com/m/news/2091682129?lang=zh_CN&edition=full","pubTime":"2020-12-15 09:47","market":"hk","language":"zh","title":"南京要求社区团购平台不得低价倾销，阿里美团等已签字","url":"https://stock-news.laohu8.com/highlight/detail?id=2091682129","media":"界面新闻","summary":"近日，南京市场监管局发布公告，提出八点要求以规范社区团购市场。12月9日，南京市市场监管局发布《电商“菜品社区团购”合规经营告知书》，对电商平台的经营、团购群“团长”的责任、进口冷链食品的标准等方面进行了规范。《告知书》发布当日，南京市市场监管局还组织阿里巴巴、美团、滴滴、苏宁、在南京等电商社区团购相关负责人，召开了电商“菜品社区团购”合规经营座谈会。","content":"<div>\n<p>社区团购混战，巨头纷纷入局，乱象也丛生。近日，南京市场监管局发布公告，提出八点要求以规范社区团购市场。12月9日，南京市市场监管局发布《电商“菜品社区团购”合规经营告知书》，对电商平台的经营、团购群“团长”的责任、进口冷链食品的标准等方面进行了规范。图源：公众号“南京市场监管”对于平台经营者，《告知书》要求证照齐全、主动备案、履行食品安全义务、接受各部门监管等，还提出“不得以不正当竞争方式获取交易...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201215094746773bda10&s=b\">网页链接</a>\n\n</div>\n","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 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201215094746773bda10&s=b><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>社区团购混战，巨头纷纷入局，乱象也丛生。近日，南京市场监管局发布公告，提出八点要求以规范社区团购市场。12月9日，南京市市场监管局发布《电商“菜品社区团购”合规经营告知书》，对电商平台的经营、团购群“团长”的责任、进口冷链食品的标准等方面进行了规范。图源：公众号“南京市场监管”对于平台经营者，《告知书》要求证照齐全、主动备案、履行食品安全义务、接受各部门监管等，还提出“不得以不正当竞争方式获取交易...</p>\n\n<a 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href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a> 首先它是盈利的车企。其次他手握接近千亿的现金。然后它的销量还在持续增长。同时他还有一堆技术和资产。在这样的前提下，它的市值只有1300多亿人民币。这不科学呀[微笑]&nbsp; [微笑]&nbsp; [微笑]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a> 首先它是盈利的车企。其次他手握接近千亿的现金。然后它的销量还在持续增长。同时他还有一堆技术和资产。在这样的前提下，它的市值只有1300多亿人民币。这不科学呀[微笑]&nbsp; [微笑]&nbsp; [微笑]&nbsp;&nbsp;","text":"$理想汽车(LI)$ 首先它是盈利的车企。其次他手握接近千亿的现金。然后它的销量还在持续增长。同时他还有一堆技术和资产。在这样的前提下，它的市值只有1300多亿人民币。这不科学呀[微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/343400907743488","isVote":1,"tweetType":1,"viewCount":6862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343401274970176,"gmtCreate":1724867309862,"gmtModify":1724867363975,"author":{"id":"3555919168646751","authorId":"3555919168646751","name":"于饕餮","avatar":"https://static.tigerbbs.com/6938127e0daa17b47414493bca4c612a","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555919168646751","authorIdStr":"3555919168646751"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a><v-v data-views=\"1\"></v-v> 首先它是盈利的车企，其次他手握专利并且是智驾领域的第一梯队，然后他的销量还在上涨，然后他手握千亿现金，然后他市值只有一千三四百亿人民币[难过]&nbsp; [难过]&nbsp; [难过]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a><v-v data-views=\"1\"></v-v> 首先它是盈利的车企，其次他手握专利并且是智驾领域的第一梯队，然后他的销量还在上涨，然后他手握千亿现金，然后他市值只有一千三四百亿人民币[难过]&nbsp; [难过]&nbsp; [难过]&nbsp;&nbsp;","text":"$理想汽车(LI)$ 首先它是盈利的车企，其次他手握专利并且是智驾领域的第一梯队，然后他的销量还在上涨，然后他手握千亿现金，然后他市值只有一千三四百亿人民币[难过] [难过] [难过]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/343401274970176","isVote":1,"tweetType":1,"viewCount":6096,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544318858328571","authorId":"3544318858328571","name":"美美金库","avatar":"https://static.tigerbbs.com/9a73c6effb28962cb92a44ee040009cf","crmLevel":5,"crmLevelSwitch":0,"idStr":"3544318858328571","authorIdStr":"3544318858328571"},"content":"但是它是中概股，这是原罪","text":"但是它是中概股，这是原罪","html":"但是它是中概股，这是原罪"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507081427108128,"gmtCreate":1764777118682,"gmtModify":1764777773863,"author":{"id":"3555919168646751","authorId":"3555919168646751","name":"于饕餮","avatar":"https://static.tigerbbs.com/6938127e0daa17b47414493bca4c612a","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555919168646751","authorIdStr":"3555919168646751"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a> 妈的，发个新品蹦一次。不过你理想也是，发个毛线眼镜。字节跳动如果做的话不比你做得好。有那功夫赶紧换个大电池给增程续续命也是好的呀","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a> 妈的，发个新品蹦一次。不过你理想也是，发个毛线眼镜。字节跳动如果做的话不比你做得好。有那功夫赶紧换个大电池给增程续续命也是好的呀","text":"$理想汽车(LI)$ 妈的，发个新品蹦一次。不过你理想也是，发个毛线眼镜。字节跳动如果做的话不比你做得好。有那功夫赶紧换个大电池给增程续续命也是好的呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/507081427108128","isVote":1,"tweetType":1,"viewCount":5863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506865810449472,"gmtCreate":1764777219702,"gmtModify":1764777221782,"author":{"id":"3555919168646751","authorId":"3555919168646751","name":"于饕餮","avatar":"https://static.tigerbbs.com/6938127e0daa17b47414493bca4c612a","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555919168646751","authorIdStr":"3555919168646751"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a> 一家科技公司手里现金1000多亿，市值只值1300亿？","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a> 一家科技公司手里现金1000多亿，市值只值1300亿？","text":"$理想汽车(LI)$ 一家科技公司手里现金1000多亿，市值只值1300亿？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/506865810449472","isVote":1,"tweetType":1,"viewCount":5301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301980387975280,"gmtCreate":1714731762518,"gmtModify":1714731763943,"author":{"id":"3555919168646751","authorId":"3555919168646751","name":"于饕餮","avatar":"https://static.tigerbbs.com/6938127e0daa17b47414493bca4c612a","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555919168646751","authorIdStr":"3555919168646751"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a><v-v data-views=\"1\"></v-v> 为什么会出现港股250亿＄，美股300多亿＄","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a><v-v data-views=\"1\"></v-v> 为什么会出现港股250亿＄，美股300多亿＄","text":"$理想汽车-W(02015)$ 为什么会出现港股250亿＄，美股300多亿＄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/301980387975280","isVote":1,"tweetType":1,"viewCount":6692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415495815803520,"gmtCreate":1742468811612,"gmtModify":1742468813650,"author":{"id":"3555919168646751","authorId":"3555919168646751","name":"于饕餮","avatar":"https://static.tigerbbs.com/6938127e0daa17b47414493bca4c612a","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555919168646751","authorIdStr":"3555919168646751"},"themes":[],"title":"","htmlText":"全面1000多亿净利润，市值不到2000亿美金😓","listText":"全面1000多亿净利润，市值不到2000亿美金😓","text":"全面1000多亿净利润，市值不到2000亿美金😓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/415495815803520","repostId":"1136000248","repostType":2,"isVote":1,"tweetType":1,"viewCount":2880,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3503301164681002","authorId":"3503301164681002","name":"开战斗机","avatar":"https://static.tigerbbs.com/4d087eb6233f561e4fb39ab0d4a198e2","crmLevel":5,"crmLevelSwitch":0,"idStr":"3503301164681002","authorIdStr":"3503301164681002"},"content":"诈骗公司，利润吓死人。垃圾行业在中国太吃香了。","text":"诈骗公司，利润吓死人。垃圾行业在中国太吃香了。","html":"诈骗公司，利润吓死人。垃圾行业在中国太吃香了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477349096796888,"gmtCreate":1757562978040,"gmtModify":1757562979393,"author":{"id":"3555919168646751","authorId":"3555919168646751","name":"于饕餮","avatar":"https://static.tigerbbs.com/6938127e0daa17b47414493bca4c612a","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555919168646751","authorIdStr":"3555919168646751"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a>&nbsp; 理想现金储备1100多亿，有第一梯队的智驾，持续盈利，有100多万用户，市值1700多亿，这都快赶上银行了，再跌就私有化吧[喷血]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a>&nbsp; 理想现金储备1100多亿，有第一梯队的智驾，持续盈利，有100多万用户，市值1700多亿，这都快赶上银行了，再跌就私有化吧[喷血]&nbsp;&nbsp;","text":"$理想汽车-W(02015)$ 理想现金储备1100多亿，有第一梯队的智驾，持续盈利，有100多万用户，市值1700多亿，这都快赶上银行了，再跌就私有化吧[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477349096796888","isVote":1,"tweetType":1,"viewCount":4332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566233931363376,"gmtCreate":1779275024587,"gmtModify":1779275027157,"author":{"id":"3555919168646751","authorId":"3555919168646751","name":"于饕餮","avatar":"https://static.tigerbbs.com/6938127e0daa17b47414493bca4c612a","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555919168646751","authorIdStr":"3555919168646751"},"themes":[],"title":"","htmlText":"为啥他自己回购价格只有市场价格的一半[呆住]&nbsp;&nbsp;","listText":"为啥他自己回购价格只有市场价格的一半[呆住]&nbsp;&nbsp;","text":"为啥他自己回购价格只有市场价格的一半[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566233931363376","repostId":"2636453478","repostType":2,"isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943776959,"gmtCreate":1594727999471,"gmtModify":1704206539770,"author":{"id":"3555919168646751","authorId":"3555919168646751","name":"于饕餮","avatar":"https://static.tigerbbs.com/6938127e0daa17b47414493bca4c612a","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555919168646751","authorIdStr":"3555919168646751"},"themes":[],"title":"","htmlText":"所以说，昨晚儿16.3入场的今天还能涨回来是么😿","listText":"所以说，昨晚儿16.3入场的今天还能涨回来是么😿","text":"所以说，昨晚儿16.3入场的今天还能涨回来是么😿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/943776959","repostId":"2051242267","repostType":2,"repost":{"id":"2051242267","kind":"highlight","weMediaInfo":{"introduction":"香港财华社明星专栏，20年专注港股，金融大咖汇聚，分析投资价值，做一个有态度、有深度、有意思的原创财经新媒体！","home_visible":1,"media_name":"港股解码","id":"4","head_image":"https://static.tigerbbs.com/59365c1175604684a63ab49059431645"},"pubTimestamp":1594725120,"share":"https://www.laohunote.com/m/news/2051242267?lang=zh_CN&edition=full","pubTime":"2020-07-14 19:12","market":"hk","language":"zh","title":"一图解码：蔚来又见未来？获腾讯再加码","url":"https://stock-news.laohu8.com/highlight/detail?id=2051242267","media":"港股解码","summary":"港股解码，香港财华社原创王牌专栏，金融名家齐聚。看完记得订阅、评论、点赞哦。近日，据美国证券交易委员会文件显示，腾讯控股(00700-HK)对有“中国版Tesla”之称的蔚来汽车的A类普通股股份持股比","content":"<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/d53d1b5da1d349b0876137e3b21907ff\"/></p><p><span><strong>港</strong></span><span>股解码，香港财华社原创王牌专栏，金融名家齐聚。看完记得订阅、评论、点赞哦。</span></p><p>近日，据美国证券交易委员会文件显示，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>(00700-HK)对有“中国版Tesla”之称的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车的A类普通股股份持股比例从15.1%上升至16.3%；继续坐稳蔚来汽车第二大股东的位置。而在投票权方面，尚未发生变动。据资料显示，截至2020年3月31日，蔚来创始人李斌总投票权达47.0%，腾讯总投票权达21.1%。</p><p><img src=\"https://static.tigerbbs.com/7934f6a5100940fd837566e29c022bbb\"/></p><p><strong>推荐阅读</strong></p><p><span>&gt;香港市场遇荆棘，内地是<a href=\"https://laohu8.com/S/00116\">周生生</a>的未来吗？</span></p><p><span>&gt;2019年的冬天，会是<a href=\"https://laohu8.com/S/601633\">长城汽车</a>的春天吗？</span></p><p><span>&gt;与第一大行相比，<a href=\"https://laohu8.com/S/601939\">建设银行</a>的战斗力并不弱</span></p><p><span>本文版权归香港财华网所有，</span><span>如需转载，请向后台申请获取授权。</span></p><p><img src=\"https://static.tigerbbs.com/3540ce7148fb42f8acab9994ed3f0ef6\" width=\"100%\"/></p><p><img src=\"https://static.tigerbbs.com/064cf4e58132401d8b00d27b3ad2c7c2\" width=\"100%\"/></p>\n</div></body></html>","source":"weixin_highlight","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>一图解码：蔚来又见未来？获腾讯再加码</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一图解码：蔚来又见未来？获腾讯再加码\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/4\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/59365c1175604684a63ab49059431645);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">港股解码 </p>\n<p class=\"h-time\">2020-07-14 19:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/d53d1b5da1d349b0876137e3b21907ff\"/></p><p><span><strong>港</strong></span><span>股解码，香港财华社原创王牌专栏，金融名家齐聚。看完记得订阅、评论、点赞哦。</span></p><p>近日，据美国证券交易委员会文件显示，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>(00700-HK)对有“中国版Tesla”之称的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车的A类普通股股份持股比例从15.1%上升至16.3%；继续坐稳蔚来汽车第二大股东的位置。而在投票权方面，尚未发生变动。据资料显示，截至2020年3月31日，蔚来创始人李斌总投票权达47.0%，腾讯总投票权达21.1%。</p><p><img src=\"https://static.tigerbbs.com/7934f6a5100940fd837566e29c022bbb\"/></p><p><strong>推荐阅读</strong></p><p><span>&gt;香港市场遇荆棘，内地是<a href=\"https://laohu8.com/S/00116\">周生生</a>的未来吗？</span></p><p><span>&gt;2019年的冬天，会是<a href=\"https://laohu8.com/S/601633\">长城汽车</a>的春天吗？</span></p><p><span>&gt;与第一大行相比，<a href=\"https://laohu8.com/S/601939\">建设银行</a>的战斗力并不弱</span></p><p><span>本文版权归香港财华网所有，</span><span>如需转载，请向后台申请获取授权。</span></p><p><img src=\"https://static.tigerbbs.com/3540ce7148fb42f8acab9994ed3f0ef6\" width=\"100%\"/></p><p><img src=\"https://static.tigerbbs.com/064cf4e58132401d8b00d27b3ad2c7c2\" width=\"100%\"/></p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0090cc485ea4ba6d267489389e83608b","relate_stocks":{"NIO":"蔚来","QNETCN":"纳斯达克中美互联网老虎指数","TCEHY":"腾讯控股ADR","00700":"腾讯控股"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzI2MDAzMTQ4OA==&mid=2650479897&idx=1&sn=a9bc7ac2307b60ec299f421ab3aaf6cc&chksm=f2606876c517e160d87d061696fc4131a0ef61d123cc0e562206050e0ab0a4f2bbdcb0bf1f27&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2051242267","content_text":"港股解码，香港财华社原创王牌专栏，金融名家齐聚。看完记得订阅、评论、点赞哦。近日，据美国证券交易委员会文件显示，腾讯控股(00700-HK)对有“中国版Tesla”之称的蔚来汽车的A类普通股股份持股比例从15.1%上升至16.3%；继续坐稳蔚来汽车第二大股东的位置。而在投票权方面，尚未发生变动。据资料显示，截至2020年3月31日，蔚来创始人李斌总投票权达47.0%，腾讯总投票权达21.1%。推荐阅读>香港市场遇荆棘，内地是周生生的未来吗？>2019年的冬天，会是长城汽车的春天吗？>与第一大行相比，建设银行的战斗力并不弱本文版权归香港财华网所有，如需转载，请向后台申请获取授权。","news_type":1,"symbols_score_info":{"NIO":1,"QNETCN":0.6,"00700":1,"TCEHY":1}},"isVote":1,"tweetType":1,"viewCount":6676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553725285594752,"gmtCreate":1776221432665,"gmtModify":1776221435386,"author":{"id":"3555919168646751","authorId":"3555919168646751","name":"于饕餮","avatar":"https://static.tigerbbs.com/6938127e0daa17b47414493bca4c612a","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555919168646751","authorIdStr":"3555919168646751"},"themes":[],"title":"","htmlText":"不割裂啊 中国东西好，便宜，别让中国东西进美国，进来了，美国东西就卖不出去了，逻辑没毛病","listText":"不割裂啊 中国东西好，便宜，别让中国东西进美国，进来了，美国东西就卖不出去了，逻辑没毛病","text":"不割裂啊 中国东西好，便宜，别让中国东西进美国，进来了，美国东西就卖不出去了，逻辑没毛病","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553725285594752","repostId":"2627713684","repostType":2,"repost":{"id":"2627713684","kind":"news","pubTimestamp":1776218818,"share":"https://www.laohunote.com/m/news/2627713684?lang=zh_CN&edition=full","pubTime":"2026-04-15 10:06","market":"hk","language":"zh","title":"福特CEO有多双标：开小米SU7称爱不释手 转头喊出拒让中国车企进美国","url":"https://stock-news.laohu8.com/highlight/detail?id=2627713684","media":"快科技","summary":"快科技4月15日消息，福特汽车首席执行官吉姆·法利近期的一系列言论引发了广泛争议。这位首席执行官在最近的发言中态度强硬，明确反对中国车企进入美国市场。他公开声称，如果放任中国电动汽车进入美国，将对当地的制造业造成毁灭性的打击。他在发言中反复渲染竞争的不公平性，认为中国车企因为获得了大量支持而拥有价格优势。这种公开的敌意背后，折射出的是传统巨头对中国汽车工业快速崛起的深度忌惮。","content":"<html><body><p>快科技4月15日消息，<a href=\"https://laohu8.com/S/F\">福特汽车</a>首席执行官吉姆·法利近期的一系列言论引发了广泛争议。他在公开场合表现出的矛盾态度，被不少网友指责为典型的双重标准。</p><p><strong>这位首席执行官在最近的发言中态度强硬，明确反对中国车企进入美国市场。他公开声称，如果放任中国电动汽车进入美国，将对当地的制造业造成毁灭性的打击。</strong></p><p>他在发言中反复渲染竞争的不公平性，认为中国车企因为获得了大量支持而拥有价格优势。同时，他还试图将产品竞争上升到安全风险的高度，以此为由推动贸易保护措施。</p><p>这种公开的敌意背后，折射出的是传统巨头对中国汽车工业快速崛起的深度忌惮。事实上，中国在电动汽车领域的研发速度和综合实力，已经让这位底特律巨头的掌门人感到了巨大的压力。</p><p><strong>让人感到讽刺的是，吉姆·法利私下里对中国汽车的产品力其实赞赏有加。此前他曾公开承认，自己在试驾了<a href=\"https://laohu8.com/S/XIACY\">小米</a>SU7后爱不释手，甚至在很长一段时间内都不愿意换回原本的座驾。</strong></p><p>这种私下的认可与公开的抵制形成了鲜明对比。<a href=\"https://laohu8.com/S/01810\">小米</a>创始人雷军当时还专门转发并赞许了他的相关言论。这说明，即便是在最顶尖的<a href=\"https://laohu8.com/S/CRMT\">美国汽车行</a>业专家眼中，中国汽车的竞争力也已经达到了极高的水平。</p><p><strong>这种言行不一的举动，充分揭示了全球传统车企在面对产业变革时的焦虑感。他们一方面不得不承认中国产品的优秀体验，另一方面又试图通过行政手段将强大的竞争对手关在门外。</strong></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p></body></html>","source":"ifeng_tech","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>福特CEO有多双标：开小米SU7称爱不释手 转头喊出拒让中国车企进美国</title>\n<style 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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福特CEO有多双标：开小米SU7称爱不释手 转头喊出拒让中国车企进美国\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-15 10:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8sL4bvv7NmX><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技4月15日消息，福特汽车首席执行官吉姆·法利近期的一系列言论引发了广泛争议。他在公开场合表现出的矛盾态度，被不少网友指责为典型的双重标准。这位首席执行官在最近的发言中态度强硬，明确反对中国车企进入美国市场。他公开声称，如果放任中国电动汽车进入美国，将对当地的制造业造成毁灭性的打击。他在发言中反复渲染竞争的不公平性，认为中国车企因为获得了大量支持而拥有价格优势。同时，他还试图将产品竞争上升到...</p>\n\n<a href=\"https://tech.ifeng.com/c/8sL4bvv7NmX\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0169518387.USD":"JPM ASIA EQUITY \"A\" ACC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU0675040207.SGD":"JPM ASIA PACIFIC EQUITY \"A\" (SGD) ACC","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","LU0441854154.USD":"JPM ASIA PACIFIC EQUITY \"A\" (USD) ACC","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0823426308.USD":"法巴中国股票基金","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) 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INC"},"source_url":"https://tech.ifeng.com/c/8sL4bvv7NmX","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2627713684","content_text":"快科技4月15日消息，福特汽车首席执行官吉姆·法利近期的一系列言论引发了广泛争议。他在公开场合表现出的矛盾态度，被不少网友指责为典型的双重标准。这位首席执行官在最近的发言中态度强硬，明确反对中国车企进入美国市场。他公开声称，如果放任中国电动汽车进入美国，将对当地的制造业造成毁灭性的打击。他在发言中反复渲染竞争的不公平性，认为中国车企因为获得了大量支持而拥有价格优势。同时，他还试图将产品竞争上升到安全风险的高度，以此为由推动贸易保护措施。这种公开的敌意背后，折射出的是传统巨头对中国汽车工业快速崛起的深度忌惮。事实上，中国在电动汽车领域的研发速度和综合实力，已经让这位底特律巨头的掌门人感到了巨大的压力。让人感到讽刺的是，吉姆·法利私下里对中国汽车的产品力其实赞赏有加。此前他曾公开承认，自己在试驾了小米SU7后爱不释手，甚至在很长一段时间内都不愿意换回原本的座驾。这种私下的认可与公开的抵制形成了鲜明对比。小米创始人雷军当时还专门转发并赞许了他的相关言论。这说明，即便是在最顶尖的美国汽车行业专家眼中，中国汽车的竞争力也已经达到了极高的水平。这种言行不一的举动，充分揭示了全球传统车企在面对产业变革时的焦虑感。他们一方面不得不承认中国产品的优秀体验，另一方面又试图通过行政手段将强大的竞争对手关在门外。","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1.87,"MIUmain":0.6,"F":1.95,"HXXD.SI":0.6,"XIACY":1.87}},"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}