坚守2025的个人主页 - 老虎社区

坚守2025

坚守2025

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0勋章

08-04 21:47

$理想汽车(LI)$ 打爆空头，让造谣者闭嘴！

07-15

$理想汽车-W(02015)$ 打爆空头

07-01

$理想汽车(LI)$ 市值管理真差！先是王兴减持，再有二季度季度不及预期，又是纯电车发布到 7 月底，苦了持股者！

05-29

$理想汽车(LI)$ 第一季度利空出尽，准备突破前高吧

05-15

$理想汽车-W(02015)$ 好事近了

05-07

Replying to @Jeremy_1092:这不是理想出的，被举报后都是民间整理的//@Jeremy_1092:理想这榜单呵呵哒！不愧是榜单达人，怎么都是第一，蔚来嘛硬要分开三个品牌。不然起码也排小鹏后面排第六了

04-24

$理想汽车(LI)$ 这是不发新车就不涨，不看销量看发布会来定涨跌

04-02

$理想汽车-W(02015)$ 明明新势力一哥，要涨幅没涨幅，要量没量，怂得一逼

03-18

$理想汽车(LI)$ 控盘空的死死的，跟港股背离

03-07

$理想汽车-W(02015)$ 逆势上涨，难得难得

02-26

$理想汽车-W(02015)$ 一涨妖魔鬼怪就出来抹黑

02-25

$理想汽车-W(02015)$ 今天公布纯电产品，期待逆转

02-18

$理想汽车-W(02015)$ 下周一年报，这周波动正常

02-13

$理想汽车-W(02015)$ 这主力总是要作死

02-10

$美团-W(03690)$ 第一阶段目标180

02-04

$理想汽车-W(02015)$ 今天主力上班了

01-17

$理想汽车-W(02015)$ 25年真正挑战智能化，VLM到VLA理想还是有先发优势！

01-10

这种水平还发文章

深度 | 自制数十周霸榜被终结理想汽车“领跑”故事还能讲多久

01-09

$理想汽车-W(02015)$ 又没啥问题，至于这样跌吗

01-03

$理想汽车-W(02015)$ 不要怂

去老虎APP查看更多动态

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第一季度利空出尽，准备突破前高吧","text":"$理想汽车(LI)$ 第一季度利空出尽，准备突破前高吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440280232960680","isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435226824639216,"gmtCreate":1747276138530,"gmtModify":1747276139933,"author":{"id":"3559257426628744","authorId":"3559257426628744","name":"坚守2025","avatar":"https://static.tigerbbs.com/a2e36665aab88f38a353f597c8995b41","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559257426628744","authorIdStr":"3559257426628744"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a><v-v data-views=\"1\"></v-v> 好事近了","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a><v-v data-views=\"1\"></v-v> 好事近了","text":"$理想汽车-W(02015)$ 好事近了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435226824639216","isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432550811189912,"gmtCreate":1746613351116,"gmtModify":1746613354116,"author":{"id":"3559257426628744","authorId":"3559257426628744","name":"坚守2025","avatar":"https://static.tigerbbs.com/a2e36665aab88f38a353f597c8995b41","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559257426628744","authorIdStr":"3559257426628744"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3554955583528736\">@Jeremy_1092</a>:这不是理想出的，被举报后都是民间整理的//<a href=\"https://laohu8.com/U/3554955583528736\">@Jeremy_1092</a>:理想这榜单呵呵哒！不愧是榜单达人，怎么都是第一，蔚来嘛硬要分开三个品牌。不然起码也排小鹏后面排第六了","listText":"Replying to <a href=\"https://laohu8.com/U/3554955583528736\">@Jeremy_1092</a>:这不是理想出的，被举报后都是民间整理的//<a 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src=\"https://fid-75186.picgzc.qpic.cn/20250110110607305d201kl4glklzdbb\"/><p>历史总是惊人相似。在2023年以巨大优势坐上新势力头把交椅之后，2024年第一周，理想汽车同样以0.43万的销量被0.59万的问界挤下销冠宝座，并在第二周依然被问界力压，直到第三周才开始以微弱优势夺回王座。</p><p>而在2024年第二周，理想汽车就开始了一波线下的大幅度优惠。彼时，理想方面解释称，是由于2024年将对理想L系列车型进行配置更新，2024款将在3月发布并开启交付，因此针对2023款车型推出优惠，具体优惠幅度则根据地域及店面有所不同。</p><p>体面的回应掩盖不住理想的危机感。为了提振销量，理想在2024年12月紧跟<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>推出三年零息限时金融方案后，2025年开年，理想还迫不及待打响“价格战”，宣布限时提供置换补贴，并将三年零息方案再度延长。</p><p>从新势力第一周整体销量来看，几乎所有品牌均出现了不同程度环比下滑，这也符合汽车市场规律。毕竟，在冲刺过上一年总销量后，1月销量难免被部分透支，元旦假期也会影响成交量。但从销量数字来看，理想汽车的缩量明显远高于其他品牌。</p><p>值得注意的是，除了理想之外，<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>（09863）缩量也较为严重。而这两个品牌，均刚刚交出了2024年终成绩“满分”答卷。这不禁让人产生质疑，理想与零跑，是否为了冲刺年终榜单，用力过猛了？</p><p>理想到了瓶颈期</p><p>1月8日，理想汽车第 20 万辆理想 L6 正式下线。该车型自2024年4月18日上市后，销量增长迅速，也成为理想汽车年销50万辆中最大的“功臣”。</p><p>但从L9到L6，理想汽车“套娃式”的产品结构以及仅有的增程路线，导致低端产品同样具备高端产品的“灵魂”，不可避免地将消费者导向低端产品。这也就导致低价车型占比提升，开始不断拉低整体利润水平。</p><p>理想汽车2024年第三季度财报显示，该季度实现营收428.74亿元，同比增长23.6%；<span>净利润</span>达到28.2亿元，同比增长0.3%。第三季度理想车均售价27万元，同比下降15%。而根据第四季度业绩指引推算，理想的预估车价仅为26.1万元，进一步下降。</p><p>与此同时，随着增程路线“抄作业”的车企越来越多，理想汽车已经不再具有唯一性，甚至正如理想汽车董事长李想2022年所言，“我们已经被这个世界上最狼性的公司（华为）盯上了。”</p><p>除问界M7外，华为鸿蒙智行推出又一与理想L6“打擂台”的产品——智界R7已经“来势汹汹”。数据显示，2024年12月，智界R7仅纯电版月销已经突破1.5万辆，上市百天智界R7累计大定5.8万辆。而理想L6在上市89天后，累计交付突破5万辆。按照这一对比，智界R7已经具备了与理想L6掰手腕的能力。</p><p>此外，特别值得关注的是，智界R7 5.8万辆的订单中，全部为纯电版本，增程版本刚于1月5日开始交付。可以预见，增程版车型开售后，还将带来不小增量。在四面“围剿”中，增程车优势减弱，纯电车未有突破，已经到达瓶颈期的理想，想要继续领跑并非易事。</p><p>从目前情况来看，即便理想汽车率先发布了“车位到车位”全量推送以及宣布转型AI公司，但相较于李想的野心勃勃，现在的理想产品矩阵还是显得单薄了些。</p><p>盈利水平开始承压</p><p>为了“补课”智能化，理想不断加码在研发方面的投入。在纯电产品规划中，充电网络也开始快速铺展以及建设，这些无疑都将加大公司的资金支出。</p><p>与此同时，为了保持领先优势，理想汽车主动开打“价格战”。种种因素下，理想汽车的各项费用支出都在增加。财报显示，2024年三季度理想汽车的销售成本为336亿元，同比增加24.5%，环比增加32%；营业费用58亿元，同比增加9.2%，环比增加1.5%。</p><p>支出增加，但盈利增长开始放缓。公司第三季度净利润为28.2亿元，同比增长0.3%，增速较低，这一情况表明，激烈的市场竞争和新车型投入带来的成本压力，已在逐步削弱公司利润的增长空间。</p><p>理想汽车的第三季度<span>经营现金流</span>达到110亿元，<span>自由现金流</span>为91亿元，公司截至2024年9月30日的现金储备达1065亿元。充足的现金储备为公司未来发展提供了相当财务保障，但随着市场竞争加剧，公司在技术研发和销售推广上的持续投入，势必会对现金流产生更大挑战。</p><p>在理想各价位段产品均开始受到对手挤压之时，李想却想跳出来，从更高维度解决问题，即AI赛道。李想认为，这是未来竞争的关键。</p><p>不过，目前对于AI的领先与否并无明确标准，除了特斯拉（TSLA）FSD（完全自动驾驶）等超级头部车企外，智驾技术的领先关键基本在于数据积累和智驾使用程度。比如在2023年还处于落后地位的理想汽车，2024年智驾才赶上趟儿。但凭借过去一年的高销量，理想智驾里程数跃升第一梯队，2024国庆期间超过了8000万公里。</p><p>在AI智驾已成当下最激烈的角逐赛道上，理想汽车能否凭此飞升尚不清楚，但可以确定的是，理想“平替”零跑以及小鹏汽车，已经开始计划将高阶智驾逐渐下放至更低价的产品，诸如小鹏MONA 03等低价产品跑量迅猛，这也是2025年开年首周理想被小鹏超越的关键原因；而搭载华为智驾的产品，除了问界以及智界外，还有深蓝、<a href=\"https://laohu8.com/S/ZK\">极氪</a>、岚图等多个品牌进入了销量快速增长通道。</p><p>理想显然感受到了这种压力。相比2024年意气风发的80万辆早期目标与经调整后50万辆目标，2025年理想汽车已经务实了许多，将目标定在了70万辆。</p><p>但在多方对手的夹击下，理想汽车的领跑故事，还能讲多久？</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>深度 | 自制数十周霸榜被终结 理想汽车“领跑”故事还能讲多久</title>\n<style 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025011011061095feaa8e&s=b><strong>财中社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PHPWord刚刚迎来2024年销50万辆高光时刻的理想汽车（02015），2025年第一周迎来了“当头一棒”。理想汽车自己发布的新势力销量周榜显示，2025年第1周（2024.12.30-2025.1.5），小鹏汽车（09868）以0.70万辆的销量排名新势力品牌第一，理想持续数十周的霸榜被终结。在2024年底宣布要做领先AI企业的理想汽车，当周销量0.67万辆，屈居第二。历史总是惊人相似。在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025011011061095feaa8e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","BK4555":"新能源车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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20 万辆理想 L6 正式下线。该车型自2024年4月18日上市后，销量增长迅速，也成为理想汽车年销50万辆中最大的“功臣”。但从L9到L6，理想汽车“套娃式”的产品结构以及仅有的增程路线，导致低端产品同样具备高端产品的“灵魂”，不可避免地将消费者导向低端产品。这也就导致低价车型占比提升，开始不断拉低整体利润水平。理想汽车2024年第三季度财报显示，该季度实现营收428.74亿元，同比增长23.6%；净利润达到28.2亿元，同比增长0.3%。第三季度理想车均售价27万元，同比下降15%。而根据第四季度业绩指引推算，理想的预估车价仅为26.1万元，进一步下降。与此同时，随着增程路线“抄作业”的车企越来越多，理想汽车已经不再具有唯一性，甚至正如理想汽车董事长李想2022年所言，“我们已经被这个世界上最狼性的公司（华为）盯上了。”除问界M7外，华为鸿蒙智行推出又一与理想L6“打擂台”的产品——智界R7已经“来势汹汹”。数据显示，2024年12月，智界R7仅纯电版月销已经突破1.5万辆，上市百天智界R7累计大定5.8万辆。而理想L6在上市89天后，累计交付突破5万辆。按照这一对比，智界R7已经具备了与理想L6掰手腕的能力。此外，特别值得关注的是，智界R7 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无底线友商+无良媒体拼命抹黑，只是一时调整，放到长期来看，无论是产品力，还是产品矩阵，在国产依然没有对手。黑子滚开！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/285863944499376","isVote":1,"tweetType":1,"viewCount":3367,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3495188029450948","authorId":"3495188029450948","name":"股海彦祖","avatar":"https://static.tigerbbs.com/8fcb2d91d6b43235bf0f94d3c6e486a3","crmLevel":2,"crmLevelSwitch":0,"idStr":"3495188029450948","authorIdStr":"3495188029450948"},"content":"l789产品力确实可以，mega确实不行，没得洗，加上纯电难卖，哪怕外形正常，销量也很难上去吧","text":"l789产品力确实可以，mega确实不行，没得洗，加上纯电难卖，哪怕外形正常，销量也很难上去吧","html":"l789产品力确实可以，mega确实不行，没得洗，加上纯电难卖，哪怕外形正常，销量也很难上去吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378036156653840,"gmtCreate":1733324435490,"gmtModify":1733326407220,"author":{"id":"3559257426628744","authorId":"3559257426628744","name":"坚守2025","avatar":"https://static.tigerbbs.com/a2e36665aab88f38a353f597c8995b41","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559257426628744","authorIdStr":"3559257426628744"},"themes":[],"htmlText":"<a 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来，继续砸！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/298716837093680","isVote":1,"tweetType":1,"viewCount":2281,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527685789240091","authorId":"3527685789240091","name":"州子","avatar":"https://static.tigerbbs.com/ae620a15f2a42686280e27a36610a6e5","crmLevel":2,"crmLevelSwitch":1,"idStr":"3527685789240091","authorIdStr":"3527685789240091"},"content":"我也想知道为啥理想跌成这个样子","text":"我也想知道为啥理想跌成这个样子","html":"我也想知道为啥理想跌成这个样子"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":344644447,"gmtCreate":1618408282889,"gmtModify":1618408282889,"author":{"id":"3559257426628744","authorId":"3559257426628744","name":"坚守2025","avatar":"https://static.tigerbbs.com/a2e36665aab88f38a353f597c8995b41","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559257426628744","authorIdStr":"3559257426628744"},"themes":[],"htmlText":"胡说八道，一款车都卖到这个量，进入豪华suv前十，爆款思维懂不懂？","listText":"胡说八道，一款车都卖到这个量，进入豪华suv前十，爆款思维懂不懂？","text":"胡说八道，一款车都卖到这个量，进入豪华suv前十，爆款思维懂不懂？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/344644447","repostId":"2127025528","repostType":2,"repost":{"id":"2127025528","kind":"news","pubTimestamp":1618496221,"share":"https://www.laohu8.com/m/news/2127025528?lang=&edition=full","pubTime":"2021-04-15 22:17","market":"us","language":"zh","title":"造车新势力集体走低，理想汽车盘中跌超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2127025528","media":"极客网","summary":"蔚来、小鹏、理想，时至今日相互之间的差距已经开始拉大。","content":"<p>周四，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>盘中一路下行，截至发稿跌超7%。同时，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超6%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌近5%。</p><p><img src=\"https://static.tigerbbs.com/1c2c0d46be917d293a6e746adf637804\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>最早的三家造车新势力，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏、理想，时至今日相互之间的差距已经开始拉大。</p><p>到目前为止，三家车企最新的2021年1、2、3月份销量数据已经出炉。</p><p>2021年1月份，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车销售7225辆，同比增加352.1%；<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>销售6015辆，同比增长854.8%；<a href=\"https://laohu8.com/S/LI\">理想汽车</a>销售5379辆，同比提升355.8%。</p><p>2021年2月份，蔚来共交付新车5,578辆，同比增长689%；小鹏汽车交付量为2,223辆，同比增长1280%；理想汽车，交付量2300辆，同比增长755%。</p><p>2021年3月份，蔚来累计交付7257辆新车，同比增长373.4%；小鹏汽车累计交付5102辆新车，同比增长384%；理想汽车交付了4900辆新车，同比增长238.6%。</p><p>以上是三家车企，在各自同比维度上的表现，应该说都不错，同比增幅都出现较大幅度拉升，但是在环比维度开始出现分化。</p><p>同样是在一月份的销量中，蔚来汽车环比增长3.1%；小鹏汽车环比增长5.5%；而理想汽车环比下跌12.2%。</p><p>二月份，蔚来汽车环比下滑23%；小鹏汽车环比下滑63%；理想汽车环比下滑57%。二月份三家车企都出现环比大幅下跌。</p><p>三月份，蔚来汽车环比增长30.1%；小鹏汽车环比增长130%；理想汽车环比增长113%。</p><p>那么综合整个一季度三家车企的销量情况，蔚来汽车一季度环比增长15.6%；小鹏汽车一季度环比增长3%；理想汽车一季度环比下跌13%。</p><p>也就是说在整个一季度的销售情况中，只有理想一家出现环比下跌，当然二月份出现的集体环比下跌更多原因是由于一月份是春节期间购车需求较大，造车销量高峰，二月份出现回落现象也比较正常。</p><p>那么这里面为什么要强调一定要把重点放在环比指标上呢？</p><p>这是由于同比指标会出现失真的现象，因为去年一季度正处于疫情最严重的时期，各行各业所有生产生活秩序都受到非常大的影响。在经历一年的有效防控，以及疫苗的稳步接种，疫情影响基本上已经消除，所以同比指标在很大程度上并不能完全反映各家车企的销售水平，同比大增或许更多是源于上一年同期消费者购车需求推迟后的集中体现。所以只有通过环比指标来确定各家车企的真实增长情况。</p><p>另外，理想汽车在同行业对比中还存在一项短板，即车型布局单薄，目前理想旗下仅有一款理想ONE在售，如此就会局限消费者的选择空间，虽然其表示今年或将增发第二款车型，但相比来看从产品铺设的节奏上确实略处于下风，何况其要想实现5年后年销160万辆的目标，丰富产品线必须是迫在眉睫的一件事，这个压力来源于自身，更迫于越来越多的新入局者。</p>","source":"jkw","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>造车新势力集体走低，理想汽车盘中跌超7%</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造车新势力集体走低，理想汽车盘中跌超7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-15 22:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104141652247c0a2af4&s=b><strong>极客网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周四，理想汽车盘中一路下行，截至发稿跌超7%。同时，小鹏汽车跌超6%，蔚来跌近5%。最早的三家造车新势力，蔚来、小鹏、理想，时至今日相互之间的差距已经开始拉大。到目前为止，三家车企最新的2021年1、2、3月份销量数据已经出炉。2021年1月份，蔚来汽车销售7225辆，同比增加352.1%；小鹏汽车销售6015辆，同比增长854.8%；理想汽车销售5379辆，同比提升355.8%。2021年2月份...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104141652247c0a2af4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"02015":"理想汽车-W","XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104141652247c0a2af4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127025528","content_text":"周四，理想汽车盘中一路下行，截至发稿跌超7%。同时，小鹏汽车跌超6%，蔚来跌近5%。最早的三家造车新势力，蔚来、小鹏、理想，时至今日相互之间的差距已经开始拉大。到目前为止，三家车企最新的2021年1、2、3月份销量数据已经出炉。2021年1月份，蔚来汽车销售7225辆，同比增加352.1%；小鹏汽车销售6015辆，同比增长854.8%；理想汽车销售5379辆，同比提升355.8%。2021年2月份，蔚来共交付新车5,578辆，同比增长689%；小鹏汽车交付量为2,223辆，同比增长1280%；理想汽车，交付量2300辆，同比增长755%。2021年3月份，蔚来累计交付7257辆新车，同比增长373.4%；小鹏汽车累计交付5102辆新车，同比增长384%；理想汽车交付了4900辆新车，同比增长238.6%。以上是三家车企，在各自同比维度上的表现，应该说都不错，同比增幅都出现较大幅度拉升，但是在环比维度开始出现分化。同样是在一月份的销量中，蔚来汽车环比增长3.1%；小鹏汽车环比增长5.5%；而理想汽车环比下跌12.2%。二月份，蔚来汽车环比下滑23%；小鹏汽车环比下滑63%；理想汽车环比下滑57%。二月份三家车企都出现环比大幅下跌。三月份，蔚来汽车环比增长30.1%；小鹏汽车环比增长130%；理想汽车环比增长113%。那么综合整个一季度三家车企的销量情况，蔚来汽车一季度环比增长15.6%；小鹏汽车一季度环比增长3%；理想汽车一季度环比下跌13%。也就是说在整个一季度的销售情况中，只有理想一家出现环比下跌，当然二月份出现的集体环比下跌更多原因是由于一月份是春节期间购车需求较大，造车销量高峰，二月份出现回落现象也比较正常。那么这里面为什么要强调一定要把重点放在环比指标上呢？这是由于同比指标会出现失真的现象，因为去年一季度正处于疫情最严重的时期，各行各业所有生产生活秩序都受到非常大的影响。在经历一年的有效防控，以及疫苗的稳步接种，疫情影响基本上已经消除，所以同比指标在很大程度上并不能完全反映各家车企的销售水平，同比大增或许更多是源于上一年同期消费者购车需求推迟后的集中体现。所以只有通过环比指标来确定各家车企的真实增长情况。另外，理想汽车在同行业对比中还存在一项短板，即车型布局单薄，目前理想旗下仅有一款理想ONE在售，如此就会局限消费者的选择空间，虽然其表示今年或将增发第二款车型，但相比来看从产品铺设的节奏上确实略处于下风，何况其要想实现5年后年销160万辆的目标，丰富产品线必须是迫在眉睫的一件事，这个压力来源于自身，更迫于越来越多的新入局者。","news_type":1,"symbols_score_info":{"02015":0.9,"LI":0.9,"NIO":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":2916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":219373259477040,"gmtCreate":1694595471594,"gmtModify":1694595473260,"author":{"id":"3559257426628744","authorId":"3559257426628744","name":"坚守2025","avatar":"https://static.tigerbbs.com/a2e36665aab88f38a353f597c8995b41","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559257426628744","authorIdStr":"3559257426628744"},"themes":[],"htmlText":"新能源汽车赛道上，欧盟从电池到供应链，再到充电桩电费没有任何成本优势，完全是针对中国。特斯拉也有美国巨额补贴，欧盟怎么不敢查？","listText":"新能源汽车赛道上，欧盟从电池到供应链，再到充电桩电费没有任何成本优势，完全是针对中国。特斯拉也有美国巨额补贴，欧盟怎么不敢查？","text":"新能源汽车赛道上，欧盟从电池到供应链，再到充电桩电费没有任何成本优势，完全是针对中国。特斯拉也有美国巨额补贴，欧盟怎么不敢查？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/219373259477040","repostId":"1182995911","repostType":2,"repost":{"id":"1182995911","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":1694593377,"share":"https://www.laohu8.com/m/news/1182995911?lang=&edition=full","pubTime":"2023-09-13 16:22","market":"us","language":"zh","title":"异动 | 突发！消息称欧盟正对中国电动车补贴展开调查，“蔚小理”盘前下挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1182995911","media":"老虎资讯综合","summary":"制药公司Rocket Pharmaceuticals盘前涨超16%，FDA批准达农病治疗试验。消息称欧盟正对中国电动车补贴展开调查，“蔚小理”盘前下跌。截止发稿，蔚来、小鹏汽车盘前跌超2%，理想汽车跌超1%。有媒体称，欧盟委员会主席冯德莱恩周三宣布欧盟正在对中国电动汽车补贴展开调查，称目前全球市场正充斥著廉价的中国电动车，认为中国通过巨额国家补贴来人为地压低售价以扭曲欧盟市场。","content":"<html><head></head><body><p>9月13日，美股指期货下跌，道指期货跌0.05%，纳指期货跌0.03%，标普500指数期货跌0.04%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2efacece1a7675ff42d9658152f6ece\" title=\"\" tg-width=\"433\" tg-height=\"196\"/></p><p>电动卡车和送货无人机制造商Workhorse盘前大涨20%，公司获美国财政部下辖国税局(IRS)批准，公司将享受商用清洁车辆信贷政策，客户购车可最高享受4万美元。</p><p>制药公司Rocket Pharmaceuticals盘前涨超16%，FDA批准达农病治疗试验。</p><p>越南电动汽车制造商VinFast盘前涨近2%，拟在印尼投资12亿美元以扩<a href=\"https://laohu8.com/S/002263\">大东南</a>亚市场。据VinFast在向美国证券交易委员会提交的F-1文件中披露，该公司在印尼的长期投资目标约为12亿美元，其中约1.5亿至2亿美元用于建立一个年产量30000至50000辆汽车的本地组装工厂(CKD)，目标是在2026年投产，年产量达到3万至5万辆。</p><p><strong>消息称欧盟正对中国电动车补贴展开调查，“蔚小理”盘前下跌。截止发稿，</strong><a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>盘前跌超2%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超1%。有媒体称，欧盟委员会主席冯德莱恩周三宣布欧盟正在对中国电动汽车补贴展开调查，称目前全球市场正充斥著廉价的中国电动车，认为中国通过巨额国家补贴来人为地压低售价以扭曲欧盟市场。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7ec03046260656d7b3c46366f9b16cd\" title=\"\" tg-width=\"429\" tg-height=\"194\"/></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>异动 | 突发！消息称欧盟正对中国电动车补贴展开调查，“蔚小理”盘前下挫</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; 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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异动 | 突发！消息称欧盟正对中国电动车补贴展开调查，“蔚小理”盘前下挫\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\">2023-09-13 16:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月13日，美股指期货下跌，道指期货跌0.05%，纳指期货跌0.03%，标普500指数期货跌0.04%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2efacece1a7675ff42d9658152f6ece\" title=\"\" tg-width=\"433\" tg-height=\"196\"/></p><p>电动卡车和送货无人机制造商Workhorse盘前大涨20%，公司获美国财政部下辖国税局(IRS)批准，公司将享受商用清洁车辆信贷政策，客户购车可最高享受4万美元。</p><p>制药公司Rocket Pharmaceuticals盘前涨超16%，FDA批准达农病治疗试验。</p><p>越南电动汽车制造商VinFast盘前涨近2%，拟在印尼投资12亿美元以扩<a href=\"https://laohu8.com/S/002263\">大东南</a>亚市场。据VinFast在向美国证券交易委员会提交的F-1文件中披露，该公司在印尼的长期投资目标约为12亿美元，其中约1.5亿至2亿美元用于建立一个年产量30000至50000辆汽车的本地组装工厂(CKD)，目标是在2026年投产，年产量达到3万至5万辆。</p><p><strong>消息称欧盟正对中国电动车补贴展开调查，“蔚小理”盘前下跌。截止发稿，</strong><a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>盘前跌超2%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超1%。有媒体称，欧盟委员会主席冯德莱恩周三宣布欧盟正在对中国电动汽车补贴展开调查，称目前全球市场正充斥著廉价的中国电动车，认为中国通过巨额国家补贴来人为地压低售价以扭曲欧盟市场。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7ec03046260656d7b3c46366f9b16cd\" title=\"\" tg-width=\"429\" tg-height=\"194\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"09866":"蔚来-SW","BK4233":"房地产运营公司",".DJI":"道琼斯","BK4504":"桥水持仓","BK4205":"房地产经营公司",".IXIC":"NASDAQ Composite","NIO":"蔚来","XPEV":"小鹏汽车","BK4588":"碎股","LI":"理想汽车","IRS":"IRSA Inversiones y Representacio",".SPX":"S&P 500 Index","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4509":"腾讯概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4099":"汽车制造商","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4563":"昨日强势股","BK4503":"景林资产持仓","BK4555":"新能源车","LU0052750758.USD":"富兰克林中国基金A Acc","BK4505":"高瓴资本持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182995911","content_text":"9月13日，美股指期货下跌，道指期货跌0.05%，纳指期货跌0.03%，标普500指数期货跌0.04%。电动卡车和送货无人机制造商Workhorse盘前大涨20%，公司获美国财政部下辖国税局(IRS)批准，公司将享受商用清洁车辆信贷政策，客户购车可最高享受4万美元。制药公司Rocket Pharmaceuticals盘前涨超16%，FDA批准达农病治疗试验。越南电动汽车制造商VinFast盘前涨近2%，拟在印尼投资12亿美元以扩大东南亚市场。据VinFast在向美国证券交易委员会提交的F-1文件中披露，该公司在印尼的长期投资目标约为12亿美元，其中约1.5亿至2亿美元用于建立一个年产量30000至50000辆汽车的本地组装工厂(CKD)，目标是在2026年投产，年产量达到3万至5万辆。消息称欧盟正对中国电动车补贴展开调查，“蔚小理”盘前下跌。截止发稿，蔚来、小鹏汽车盘前跌超2%，理想汽车跌超1%。有媒体称，欧盟委员会主席冯德莱恩周三宣布欧盟正在对中国电动汽车补贴展开调查，称目前全球市场正充斥著廉价的中国电动车，认为中国通过巨额国家补贴来人为地压低售价以扭曲欧盟市场。","news_type":1,"symbols_score_info":{".DJI":1.1,".IXIC":1.1,".SPX":1.1,"09866":0.6,"EVS.SI":0.6,"IRS":1,"LI":1,"NIO":1,"XPEV":1}},"isVote":1,"tweetType":1,"viewCount":1426,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3482988025047301","authorId":"3482988025047301","name":"PandaPong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3482988025047301","authorIdStr":"3482988025047301"},"content":"官家的狗朝你叫你敢管吗？你不敢也不能怪欧盟不敢","text":"官家的狗朝你叫你敢管吗？你不敢也不能怪欧盟不敢","html":"官家的狗朝你叫你敢管吗？你不敢也不能怪欧盟不敢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":246763412619416,"gmtCreate":1701266223348,"gmtModify":1701266226908,"author":{"id":"3559257426628744","authorId":"3559257426628744","name":"坚守2025","avatar":"https://static.tigerbbs.com/a2e36665aab88f38a353f597c8995b41","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559257426628744","authorIdStr":"3559257426628744"},"themes":[],"htmlText":"<a 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