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塞北
01-17
换电站3000+
为什么大家会觉得蔚来不行了？蔚来到底行不行？
塞北
2024-01-03
什么意思？
抱歉，原内容已删除
塞北
2023-12-10
结硬寨打呆仗
抱歉，原内容已删除
塞北
2023-07-21
二万
蔚来总裁秦力洪：7月会有一个让大家有信心的数字
塞北
2023-02-06
你以为的恰恰也是我以为的
NIO: Not Much To Hold It Back In 2023 And Onward
塞北
2023-01-06
降价救不了特斯拉
抱歉，原内容已删除
塞北
2023-01-05
国内交付了多少辆
特斯拉上海超级工厂2022年全年交付超71万辆，同比增长48%
去老虎APP查看更多动态
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14:34","market":"sg","language":"zh","title":"为什么大家会觉得蔚来不行了？蔚来到底行不行？","url":"https://stock-news.laohu8.com/highlight/detail?id=2504218676","media":"autocarweekly","summary":"怎么就不行了？","content":"<p>文｜乔伊</p><p>从去年末开始，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>要“完犊子”似乎就成了一个时兴的话题。</p><p>从表象上来看，这个话题似乎并不成立。</p><p><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>在去年迎来了品牌成立十周年，并干成了很多件事，首先是推出了乐道品牌，并同步推出了乐道L60；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7de95e211e5e65a1fd1a5be409a9ecc\" tg-width=\"1080\" tg-height=\"608\"></p><p>同时，在年末的NIO Day上，推出了萤火虫品牌；</p><p>更重要的是，在销量上，蔚来在2024年的最后一个月实现了超过3万台的单月交付量；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15df47034c3bc3b6a981faaa69c77b5a\" tg-width=\"757\" tg-height=\"2133\"></p><p>此外，李斌在年末亲自搞了一场真正的全程直播的冬测，直接将蔚来的产品开到零下42度的场景中去，以检验车的性能，同时更检验他们换电站“县县通”的铺设状况。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e89d55ae373ea66fbd7f30ad0af0d53\" tg-width=\"1080\" tg-height=\"810\"></p><p>从任何一个角度来看，蔚来都在步伐稳健地走入成为更大的汽车集团的新阶段。</p><p>所以，蔚来为什么不行了？怎么就不行了？</p><p>事实上，如果仅就我们上面所聊到的，蔚来在2024年干成的那几件事，只能是表明蔚来干了什么，而至于干得好不好，干得对不对，以及能不能长久的干下去，其实都很难下定论。</p><p>而从另一个更直观的角度来看，蔚来在过去的好几个季度中，已经连续稳定的每季度实现50个亿的亏损，而其成立以来至今的十年来，累计亏损已经超过了1000亿。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4edfa71edbe70c77f7959f38c888420\" tg-width=\"891\" tg-height=\"433\"></p><p>我很明白，做汽车是一个需要长期投入的事情，不论是买地皮建厂，还是不断研发、制造新产品和自研芯片，又或者是做服务、做牛屋，甚至是做换电站，每一项都是大规模的投入。但我更想说的是，单纯的持续投入，很显然构不成良性的企业循环。</p><p>也不是摊子铺得大，企业的生存概率就更大。因为到了2025年，所有人的耐心，都有可能闪崩。</p><p>以上的逻辑都通，但事实上真的要解释，为什么人们开始认为蔚来运行逐渐充满风险，可能我们需要理解几个核心问题。</p><p><strong>盈利，才是硬道理</strong></p><p>为什么蔚来的焦虑将在2025年达到一个新高潮？一个很重要的原因，源自于人们普遍认为2025年的整体经济环境将会变得更为紧缩。这一点，老牌车企其实已经关注到，并开始采取行动了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed2fa3d40d70827cf068bd9a98cf9c37\" tg-width=\"881\" tg-height=\"500\"></p><p>从去年末开始，<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>集团明确地进行了自身体系结构的调整，并推出了一个成体系的《台州宣言》。在这个全新的体系调整下，<a href=\"https://laohu8.com/S/ZK\">极氪</a>与领克实现了合并，雷达汽车归于吉利集团，从独立品牌变为产品条线。</p><p>同样的，这样明确的战略收缩也在一定程度上导致了去年末极越汽车突然“闪崩”的事件发生。</p><p>事发的逻辑很简单，要过冬，就要保住所有盈利的项目，剔除所有仍然在亏损，且短期内见不到盈利可能的项目。</p><p>非常不幸，蔚来就是这样一个仍然在大把亏损，且短期内没有办法见到盈利的事业。从目前来看，当年的“蔚小理”三个品牌，目前只有理想在2023年实现了品牌的全线盈利。</p><p>蔚来与小鹏仍然在亏损，就目前来看，小鹏正处在恢复期且销量在不断提升，而蔚来却似乎仍然在品牌布局、扩张的阶段，想要花钱的地方实在太多。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e56b204ee4c3da188ec46e378bb2c1f\" tg-width=\"1080\" tg-height=\"632\"></p><p>这个逻辑没有问题，事实上蔚来确实正在想办法解决很多困扰中国汽车产业的技术问题。比如他们正在搞的车规级的5nm芯片，以及BanYAn 3.0系统等等，都是需要大量研发经费的。从软件到硬件的全栈自研，虽然如今看起来费钱，但一旦全部成功，大规模量产，将为品牌带来重大的、质的飞跃。</p><p>当然，这一整套完整的体系，还包括了此前提到的，关于换电站、新品牌等一系列的投资投入。</p><p>但我想说的是，搞全栈自研的品牌，并不止蔚来一个。此前可能完全没办法拿来与蔚来做对比的零跑，走的也是这个路子。目前零跑已经可以实现60%以上的核心部件自研、自造，同平台车型的零件通用化率达到88%。</p><p>毫无疑问，在零跑看来，自研与自造首先是解决核心技术拿在手里的问题。但更重要的是，实现造车成本的可控，从而进一步加速自己的盈利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfc5166142db630397a614cc9c74d366\" tg-width=\"720\" tg-height=\"480\"></p><p>事实上，他们的目标确实达到了，就在1月13日，<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>发布了盈利预告，宣布2024年第四季度实现净利润转正。在2024年的最后一个季度，零跑实现了62亿元的营收，毛利率为12.3亿元，同比增长了超过250%，实现净利润约2.1亿元。</p><p>相较造车的投入来说，2.1亿元的盈利实在微不足道。但单季盈利的一小步，就可能是持续盈利的一大步。相比较每个月稳定亏50亿元的企业来说，不知道高到哪里去了。</p><p>当然，肯定还会有人问，蔚来的投入并不是打水漂了，产品的知识产权在那里，“比保时捷更好”的汽车制造工厂在那里，还有已经超过2600座的换电站在那里。桩桩件件都是重资产，全都是十分有价值的。</p><p>所以，眼前的黑不是黑，你说的亏在哪里亏？</p><p><strong>技术路线，随时颠覆</strong></p><p>这个逻辑其实是没错的，所有的投入有很大一部分都将转化为固定与不固定资产，尤其是换电站。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/127cdb62ba5817b5c4fc7d022a1afca4\" tg-width=\"1080\" tg-height=\"607\"></p><p>不得不说，换电模式，这个在手机诞生初期被广泛应用的技术路线，被李斌天才地应用在了纯电新能源车产业之上，在极大程度上完全抵消了人们对于纯电动新能源车的补能焦虑、续航焦虑，从而为纯电动车的未来划定了一个似乎很清晰的方向。</p><p>但，不确定李斌是否在设计这个商业路径的初期，想清楚了换电的几个重要弊端。</p><p>首先，尽管我们知道李斌与蔚来的目标是以换电实现新能源车型生态标准、补能标准的制定。但这个标准的制定需要更多的企业跟随。这就是为什么如今我们可以看到，包括奇瑞、广汽、江淮、吉利、长安等诸多品牌，甚至能源领域的巨头，<a href=\"https://laohu8.com/S/600028\">中国石化</a>都加入了蔚来换电体系的原因。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfd990b48553ba7482e6c48d8943964f\" tg-width=\"1080\" tg-height=\"810\"></p><p>但仅就目前来看，似乎各个品牌、尤其是国有汽车制造企业，都不会甘心把规则的制定权拱手交出去。因此，至少在目前，我们并没有看到各家厂商主动加入蔚来的换电站铺设，也没有主动推出可以换电的产品。</p><p>其次，既然是从当年初代手机上移植过来的技术，那么这就表示蔚来显然不是第一个掌握这一技术，并且在很长一段时间内唯一掌握这一技术的品牌。</p><p>事实上，就在不久之前，在2024年占全球动力电池份额37.5%的<a href=\"https://laohu8.com/S/300750\">宁德时代</a>，开始拓展自己的业务，推出了两个规格的可换电电池，正式开始进军换电业务板块。</p><p>而对于蔚来很不幸的是，中国几乎所有的新能源车品牌，几乎都和宁德时代有十分紧密的关联。这也就是阿维塔的陈卓为什么会表示，我们不用杂牌电池，只用宁德时代的原因。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ece87d8edbbe6473cfc28ceda9d50fb0\" tg-width=\"1080\" tg-height=\"720\"></p><p>这种紧密关联和深度合作所带来的一个可能的巨大变化在于，如果中国汽车企业要换电，那么他们完全没有理由绕开宁德时代，选择蔚来。更何况，蔚来都使用宁德时代的电池。</p><p>也就是说，李斌想要制定标准，但标准的制定权只在真正的寡头手上。</p><p>当然，这还不是最可怕的问题。最可怕的问题在于，很多厂商已经放弃了纯电路线。一方面，在去年年末，工信部开始明确表态在纯电技术之外，也要同步推动内燃机技术的发展。</p><p>与此同时，包括长安、奇瑞、吉利、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、乃至于上汽乘用车，都开始进行了混动技术条件下的内燃机热效率的新一轮军备竞赛。按照吉利李书福的标准，有了全新混动技术的PHEV将实现单程2000公里以上的续航水平。而就在说完这番话不久之后，这个看起来像在画饼的续航标准，正在被先后打破。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a82f16fa0f0a87bc87137e87cc6f79c6\" tg-width=\"640\" tg-height=\"1810\"></p><p>与此同时，我们再来看一下理想的盈利技术路线，其实是在当时饱受诟病的增程路线，而零跑之所以起死回生、扭亏为赢，所依靠的也同样是快速从纯电赛道切换到增程赛道。事实上，已经很明确的是，在2024年末到2025年，将会有包括阿维塔、智己等更多纯电品牌，转而推出增程产品。</p><p>而蔚来，似乎被自己制造的商业模式拖入了一个死循环，搞换电有可能完全不是宁德时代的对手，搞增程、插电，则会将之前投入的所有换电站给亲手毁了。但是不搞，似乎将自己的技术路线给框死，也在未来不具备更强的市场竞争能力。</p><p>怎么看，都像是法国人曾今引以为傲，认为固若金汤、牢不可破的马奇诺防线，被轻巧地绕过去了的样子。</p><p>所以，很多人可能会接下来问，这是否就是蔚来在去年连推两个新品牌的原因？</p><p><strong>新品牌，看不出逻辑</strong></p><p>蔚来推出乐道品牌的原因，我是理解并认同的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6469e833ed4a71262179e45aeb9bbf31\" tg-width=\"1080\" tg-height=\"699\"></p><p>首先，蔚来品牌从诞生开始，走的就是<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌的定位，上的就是50万以上的市场。而我们如今也看出来了，这个市场的体量不大，竞争却又异常激烈。</p><p>因此，跑量、挣钱是一个品牌的当务之急。而如果直接将本品牌的价格下探，李斌的顾虑在于，是否会背刺老用户，把好不容易建立起来的品牌高端化形象给葬送了。</p><p>这也就是为什么乐道的定位在“合家欢乐，持家<a href=\"https://laohu8.com/S/DAO\">有道</a>”这个层面之上的原因；这也就是为什么，在有了乐道之后，蔚来敢于推出让迈巴赫下不来台的ET9的原因。</p><p>但一个很简单的问题是，跑量的产品，要有跑量的表现。就目前的市场表现来看，消费者并没有准备好在依然没有完全接受蔚来的情况下，去接受蔚来旗下推出一个新品牌的准备。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d57ed115214319115d94ab39c5284a5\" tg-width=\"1080\" tg-height=\"608\"></p><p>乐道L60从诞生开始就遭遇了产能危机（事实上，我从来不信有订单产能会解决不了这个假命题）；同时，也就是在这几天，乐道爆发了经销商强制要求门店员工贷款买车的案例。从一个侧面表示，这个品牌市场销量并不突出。</p><p>在经历了去年末，蔚来+乐道直接交付超三万辆的一个里程碑式的突破之后，可能是耗尽了潜力。在刚刚发布的2025年第二周的新造车势力排行榜上，蔚来直接跌出了前十名，而乐道则以0.18万辆的成绩，卡在了第十。</p><p>可以说，李斌想用乐道为蔚来加电的算盘，其实并没有打响。甚至营造出了一对难兄难弟。</p><p>但，这依然不是最可怕的。</p><p>最可怕的是，只是照了一个B超，还没有正式出生，就已经被绝大多数人判了死刑的，比mini大，比smart小的萤火虫。</p><p>上一个从一亮相就被人说丑的，可能是宝马的新世代系列，没想到，一个精品城市纯电小车，从出生就与本田e有着七、八分相像的可爱车型，居然在唯一不像的前后车灯上，将下限无限地拉低了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/329b3f9fe060daac9535c7bb6b2df140\" tg-width=\"1080\" tg-height=\"1440\"></p><p>以至于目前，萤火虫的CEO金舸啥也不用干，天天希望通过段子，来将用户的审美颗粒度与萤火虫拉齐。</p><p>真是“设计一杯酒，高管两行泪”啊。</p><p>但这些依然不是致命伤，更重要的是，完全为了在乐道体系下再加一道跑量保险的萤火虫。预售价是和mini平齐的，换电是独立不和蔚来共用的。也就是说，丑且贵，还要家里重新花钱铺设一套全新的换电体系。</p><p>简单来说，我觉得这大概率就是一个全新的烧钱且赔钱，更看不到盈利希望的项目。</p><p>你看，从各种角度来看，蔚来都似乎没有获得一个成功向前推进的动力，所以，现在的问题是，还能怎么办？</p><p><strong>还能怎么办？</strong></p><p>其实，当我们说出问题的时候，解决方案也就出现了。</p><p>首先，是尽可能地降低成本，将未来的亏损尽可能地压低。</p><p>与此同时，在换电车型体系上，尽可能采用宁德时代换电电池的规模，从而避免被宁德时代的电池规格逼得无路可走。最后形成，大家都换电，蔚来只能换蔚来的电的问题。</p><p>当然，在这个基础上，主动放弃换电标准的主导权，可以以先期布局的重资产换电站与宁德时代合作，从而将独立推进换电站的压力卸下来一些。</p><p>更重要的是放弃了这一块体系建设，蔚来解放的是自己身上的束缚，从而能在能源技术路线上，赢得更为灵活更为主动的改变机遇。</p><p>再次，重新调整产线的布局，暂缓萤火虫的推出，不要为了前期的投入而硬着头皮去上一套成功概率很低的产品。</p><p>最后，就是集中精力，将最能跑量的车型，重点资源打造，重点资源推广，重点折扣酬宾，以尽可能实现快速跑量，跑速盈利，哪怕是第一步快速缩小亏损金额，都是一个有益的改变。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61bc585876254506ad671d0d5adc2836\" tg-width=\"1080\" tg-height=\"719\"></p><p>我知道，对于常年账上躺着400多亿现金的蔚来来说，一夜之间轰然倒地的情况其实不太可能发生。但在如今这个时代，最怕的不是没有钱、没有资源，没有能力，而是你呈现出来的样貌，让所有人都坚定地认为，你一定会倒。</p><p>到了那个时候，你不倒，也得倒了，不是吗？</p>","source":"lsy1570604434829","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>为什么大家会觉得蔚来不行了？蔚来到底行不行？</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为什么大家会觉得蔚来不行了？蔚来到底行不行？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-17 14:34 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250117143757abae2861&s=b><strong>autocarweekly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文｜乔伊从去年末开始，蔚来要“完犊子”似乎就成了一个时兴的话题。从表象上来看，这个话题似乎并不成立。蔚来在去年迎来了品牌成立十周年，并干成了很多件事，首先是推出了乐道品牌，并同步推出了乐道L60；同时，在年末的NIO Day上，推出了萤火虫品牌；更重要的是，在销量上，蔚来在2024年的最后一个月实现了超过3万台的单月交付量；此外，李斌在年末亲自搞了一场真正的全程直播的冬测，直接将蔚来的产品开到零下...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250117143757abae2861&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250117143757abae2861&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2504218676","content_text":"文｜乔伊从去年末开始，蔚来要“完犊子”似乎就成了一个时兴的话题。从表象上来看，这个话题似乎并不成立。蔚来在去年迎来了品牌成立十周年，并干成了很多件事，首先是推出了乐道品牌，并同步推出了乐道L60；同时，在年末的NIO Day上，推出了萤火虫品牌；更重要的是，在销量上，蔚来在2024年的最后一个月实现了超过3万台的单月交付量；此外，李斌在年末亲自搞了一场真正的全程直播的冬测，直接将蔚来的产品开到零下42度的场景中去，以检验车的性能，同时更检验他们换电站“县县通”的铺设状况。从任何一个角度来看，蔚来都在步伐稳健地走入成为更大的汽车集团的新阶段。所以，蔚来为什么不行了？怎么就不行了？事实上，如果仅就我们上面所聊到的，蔚来在2024年干成的那几件事，只能是表明蔚来干了什么，而至于干得好不好，干得对不对，以及能不能长久的干下去，其实都很难下定论。而从另一个更直观的角度来看，蔚来在过去的好几个季度中，已经连续稳定的每季度实现50个亿的亏损，而其成立以来至今的十年来，累计亏损已经超过了1000亿。我很明白，做汽车是一个需要长期投入的事情，不论是买地皮建厂，还是不断研发、制造新产品和自研芯片，又或者是做服务、做牛屋，甚至是做换电站，每一项都是大规模的投入。但我更想说的是，单纯的持续投入，很显然构不成良性的企业循环。也不是摊子铺得大，企业的生存概率就更大。因为到了2025年，所有人的耐心，都有可能闪崩。以上的逻辑都通，但事实上真的要解释，为什么人们开始认为蔚来运行逐渐充满风险，可能我们需要理解几个核心问题。盈利，才是硬道理为什么蔚来的焦虑将在2025年达到一个新高潮？一个很重要的原因，源自于人们普遍认为2025年的整体经济环境将会变得更为紧缩。这一点，老牌车企其实已经关注到，并开始采取行动了。从去年末开始，吉利汽车集团明确地进行了自身体系结构的调整，并推出了一个成体系的《台州宣言》。在这个全新的体系调整下，极氪与领克实现了合并，雷达汽车归于吉利集团，从独立品牌变为产品条线。同样的，这样明确的战略收缩也在一定程度上导致了去年末极越汽车突然“闪崩”的事件发生。事发的逻辑很简单，要过冬，就要保住所有盈利的项目，剔除所有仍然在亏损，且短期内见不到盈利可能的项目。非常不幸，蔚来就是这样一个仍然在大把亏损，且短期内没有办法见到盈利的事业。从目前来看，当年的“蔚小理”三个品牌，目前只有理想在2023年实现了品牌的全线盈利。蔚来与小鹏仍然在亏损，就目前来看，小鹏正处在恢复期且销量在不断提升，而蔚来却似乎仍然在品牌布局、扩张的阶段，想要花钱的地方实在太多。这个逻辑没有问题，事实上蔚来确实正在想办法解决很多困扰中国汽车产业的技术问题。比如他们正在搞的车规级的5nm芯片，以及BanYAn 3.0系统等等，都是需要大量研发经费的。从软件到硬件的全栈自研，虽然如今看起来费钱，但一旦全部成功，大规模量产，将为品牌带来重大的、质的飞跃。当然，这一整套完整的体系，还包括了此前提到的，关于换电站、新品牌等一系列的投资投入。但我想说的是，搞全栈自研的品牌，并不止蔚来一个。此前可能完全没办法拿来与蔚来做对比的零跑，走的也是这个路子。目前零跑已经可以实现60%以上的核心部件自研、自造，同平台车型的零件通用化率达到88%。毫无疑问，在零跑看来，自研与自造首先是解决核心技术拿在手里的问题。但更重要的是，实现造车成本的可控，从而进一步加速自己的盈利。事实上，他们的目标确实达到了，就在1月13日，零跑汽车发布了盈利预告，宣布2024年第四季度实现净利润转正。在2024年的最后一个季度，零跑实现了62亿元的营收，毛利率为12.3亿元，同比增长了超过250%，实现净利润约2.1亿元。相较造车的投入来说，2.1亿元的盈利实在微不足道。但单季盈利的一小步，就可能是持续盈利的一大步。相比较每个月稳定亏50亿元的企业来说，不知道高到哪里去了。当然，肯定还会有人问，蔚来的投入并不是打水漂了，产品的知识产权在那里，“比保时捷更好”的汽车制造工厂在那里，还有已经超过2600座的换电站在那里。桩桩件件都是重资产，全都是十分有价值的。所以，眼前的黑不是黑，你说的亏在哪里亏？技术路线，随时颠覆这个逻辑其实是没错的，所有的投入有很大一部分都将转化为固定与不固定资产，尤其是换电站。不得不说，换电模式，这个在手机诞生初期被广泛应用的技术路线，被李斌天才地应用在了纯电新能源车产业之上，在极大程度上完全抵消了人们对于纯电动新能源车的补能焦虑、续航焦虑，从而为纯电动车的未来划定了一个似乎很清晰的方向。但，不确定李斌是否在设计这个商业路径的初期，想清楚了换电的几个重要弊端。首先，尽管我们知道李斌与蔚来的目标是以换电实现新能源车型生态标准、补能标准的制定。但这个标准的制定需要更多的企业跟随。这就是为什么如今我们可以看到，包括奇瑞、广汽、江淮、吉利、长安等诸多品牌，甚至能源领域的巨头，中国石化都加入了蔚来换电体系的原因。但仅就目前来看，似乎各个品牌、尤其是国有汽车制造企业，都不会甘心把规则的制定权拱手交出去。因此，至少在目前，我们并没有看到各家厂商主动加入蔚来的换电站铺设，也没有主动推出可以换电的产品。其次，既然是从当年初代手机上移植过来的技术，那么这就表示蔚来显然不是第一个掌握这一技术，并且在很长一段时间内唯一掌握这一技术的品牌。事实上，就在不久之前，在2024年占全球动力电池份额37.5%的宁德时代，开始拓展自己的业务，推出了两个规格的可换电电池，正式开始进军换电业务板块。而对于蔚来很不幸的是，中国几乎所有的新能源车品牌，几乎都和宁德时代有十分紧密的关联。这也就是阿维塔的陈卓为什么会表示，我们不用杂牌电池，只用宁德时代的原因。这种紧密关联和深度合作所带来的一个可能的巨大变化在于，如果中国汽车企业要换电，那么他们完全没有理由绕开宁德时代，选择蔚来。更何况，蔚来都使用宁德时代的电池。也就是说，李斌想要制定标准，但标准的制定权只在真正的寡头手上。当然，这还不是最可怕的问题。最可怕的问题在于，很多厂商已经放弃了纯电路线。一方面，在去年年末，工信部开始明确表态在纯电技术之外，也要同步推动内燃机技术的发展。与此同时，包括长安、奇瑞、吉利、比亚迪、乃至于上汽乘用车，都开始进行了混动技术条件下的内燃机热效率的新一轮军备竞赛。按照吉利李书福的标准，有了全新混动技术的PHEV将实现单程2000公里以上的续航水平。而就在说完这番话不久之后，这个看起来像在画饼的续航标准，正在被先后打破。与此同时，我们再来看一下理想的盈利技术路线，其实是在当时饱受诟病的增程路线，而零跑之所以起死回生、扭亏为赢，所依靠的也同样是快速从纯电赛道切换到增程赛道。事实上，已经很明确的是，在2024年末到2025年，将会有包括阿维塔、智己等更多纯电品牌，转而推出增程产品。而蔚来，似乎被自己制造的商业模式拖入了一个死循环，搞换电有可能完全不是宁德时代的对手，搞增程、插电，则会将之前投入的所有换电站给亲手毁了。但是不搞，似乎将自己的技术路线给框死，也在未来不具备更强的市场竞争能力。怎么看，都像是法国人曾今引以为傲，认为固若金汤、牢不可破的马奇诺防线，被轻巧地绕过去了的样子。所以，很多人可能会接下来问，这是否就是蔚来在去年连推两个新品牌的原因？新品牌，看不出逻辑蔚来推出乐道品牌的原因，我是理解并认同的。首先，蔚来品牌从诞生开始，走的就是豪华品牌的定位，上的就是50万以上的市场。而我们如今也看出来了，这个市场的体量不大，竞争却又异常激烈。因此，跑量、挣钱是一个品牌的当务之急。而如果直接将本品牌的价格下探，李斌的顾虑在于，是否会背刺老用户，把好不容易建立起来的品牌高端化形象给葬送了。这也就是为什么乐道的定位在“合家欢乐，持家有道”这个层面之上的原因；这也就是为什么，在有了乐道之后，蔚来敢于推出让迈巴赫下不来台的ET9的原因。但一个很简单的问题是，跑量的产品，要有跑量的表现。就目前的市场表现来看，消费者并没有准备好在依然没有完全接受蔚来的情况下，去接受蔚来旗下推出一个新品牌的准备。乐道L60从诞生开始就遭遇了产能危机（事实上，我从来不信有订单产能会解决不了这个假命题）；同时，也就是在这几天，乐道爆发了经销商强制要求门店员工贷款买车的案例。从一个侧面表示，这个品牌市场销量并不突出。在经历了去年末，蔚来+乐道直接交付超三万辆的一个里程碑式的突破之后，可能是耗尽了潜力。在刚刚发布的2025年第二周的新造车势力排行榜上，蔚来直接跌出了前十名，而乐道则以0.18万辆的成绩，卡在了第十。可以说，李斌想用乐道为蔚来加电的算盘，其实并没有打响。甚至营造出了一对难兄难弟。但，这依然不是最可怕的。最可怕的是，只是照了一个B超，还没有正式出生，就已经被绝大多数人判了死刑的，比mini大，比smart小的萤火虫。上一个从一亮相就被人说丑的，可能是宝马的新世代系列，没想到，一个精品城市纯电小车，从出生就与本田e有着七、八分相像的可爱车型，居然在唯一不像的前后车灯上，将下限无限地拉低了。以至于目前，萤火虫的CEO金舸啥也不用干，天天希望通过段子，来将用户的审美颗粒度与萤火虫拉齐。真是“设计一杯酒，高管两行泪”啊。但这些依然不是致命伤，更重要的是，完全为了在乐道体系下再加一道跑量保险的萤火虫。预售价是和mini平齐的，换电是独立不和蔚来共用的。也就是说，丑且贵，还要家里重新花钱铺设一套全新的换电体系。简单来说，我觉得这大概率就是一个全新的烧钱且赔钱，更看不到盈利希望的项目。你看，从各种角度来看，蔚来都似乎没有获得一个成功向前推进的动力，所以，现在的问题是，还能怎么办？还能怎么办？其实，当我们说出问题的时候，解决方案也就出现了。首先，是尽可能地降低成本，将未来的亏损尽可能地压低。与此同时，在换电车型体系上，尽可能采用宁德时代换电电池的规模，从而避免被宁德时代的电池规格逼得无路可走。最后形成，大家都换电，蔚来只能换蔚来的电的问题。当然，在这个基础上，主动放弃换电标准的主导权，可以以先期布局的重资产换电站与宁德时代合作，从而将独立推进换电站的压力卸下来一些。更重要的是放弃了这一块体系建设，蔚来解放的是自己身上的束缚，从而能在能源技术路线上，赢得更为灵活更为主动的改变机遇。再次，重新调整产线的布局，暂缓萤火虫的推出，不要为了前期的投入而硬着头皮去上一套成功概率很低的产品。最后，就是集中精力，将最能跑量的车型，重点资源打造，重点资源推广，重点折扣酬宾，以尽可能实现快速跑量，跑速盈利，哪怕是第一步快速缩小亏损金额，都是一个有益的改变。我知道，对于常年账上躺着400多亿现金的蔚来来说，一夜之间轰然倒地的情况其实不太可能发生。但在如今这个时代，最怕的不是没有钱、没有资源，没有能力，而是你呈现出来的样貌，让所有人都坚定地认为，你一定会倒。到了那个时候，你不倒，也得倒了，不是吗？","news_type":1},"isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259095336648896,"gmtCreate":1704285753573,"gmtModify":1704285754914,"author":{"id":"3561597318814104","authorId":"3561597318814104","name":"塞北","avatar":"https://static.tigerbbs.com/23f1617ff2d07ebcbe9b6cd279805ef8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561597318814104","authorIdStr":"3561597318814104"},"themes":[],"htmlText":"什么意思？","listText":"什么意思？","text":"什么意思？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259095336648896","repostId":"2400263608","repostType":2,"isVote":1,"tweetType":1,"viewCount":2154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":250613546414400,"gmtCreate":1702202050065,"gmtModify":1702202222617,"author":{"id":"3561597318814104","authorId":"3561597318814104","name":"塞北","avatar":"https://static.tigerbbs.com/23f1617ff2d07ebcbe9b6cd279805ef8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561597318814104","authorIdStr":"3561597318814104"},"themes":[],"htmlText":"结硬寨打呆仗","listText":"结硬寨打呆仗","text":"结硬寨打呆仗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/250613546414400","repostId":"2390828102","repostType":2,"isVote":1,"tweetType":1,"viewCount":2037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":200115003277360,"gmtCreate":168988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16:48","market":"hk","language":"zh","title":"蔚来总裁秦力洪：7月会有一个让大家有信心的数字","url":"https://stock-news.laohu8.com/highlight/detail?id=1116966672","media":"新浪科技","summary":"今年6月蔚来交付新车10707台，环比增长74.0%，扭转了此前的销量颓势。","content":"<html><head></head><body><p>在今日的NIO PowerDay 2023上，蔚来联合创始人、总裁秦力洪，蔚来高级副总裁沈斐接受媒体采访。</p><p style=\"text-align: start;\">对于推出多款二代平台产品是否会对老车型销量造成影响，秦力洪表示，品牌越高端产品越个性，品牌越大众化产品越标准化。作为高端品牌，蔚来的产品不会太少，与BBA相比，款型也是几分之一。</p><p style=\"text-align: start;\">数据显示，今年6月蔚来交付新车10707台，环比增长74.0%，扭转了此前的销量颓势。秦力洪表示，<strong>6月销量回暖在预期之中，7月会有一个让大家有信心的数字。</strong></p></body></html>","source":"sina_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>蔚来总裁秦力洪：7月会有一个让大家有信心的数字</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蔚来总裁秦力洪：7月会有一个让大家有信心的数字\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-20 16:48 北京时间 <a href=https://finance.sina.com.cn/tech/it/2023-07-20/doc-imzciprp9206940.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在今日的NIO PowerDay 2023上，蔚来联合创始人、总裁秦力洪，蔚来高级副总裁沈斐接受媒体采访。对于推出多款二代平台产品是否会对老车型销量造成影响，秦力洪表示，品牌越高端产品越个性，品牌越大众化产品越标准化。作为高端品牌，蔚来的产品不会太少，与BBA相比，款型也是几分之一。数据显示，今年6月蔚来交付新车10707台，环比增长74.0%，扭转了此前的销量颓势。秦力洪表示，6月销量回暖在预期...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/it/2023-07-20/doc-imzciprp9206940.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0c7c486c1301905ed4ef80878c7c6a41","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://finance.sina.com.cn/tech/it/2023-07-20/doc-imzciprp9206940.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116966672","content_text":"在今日的NIO PowerDay 2023上，蔚来联合创始人、总裁秦力洪，蔚来高级副总裁沈斐接受媒体采访。对于推出多款二代平台产品是否会对老车型销量造成影响，秦力洪表示，品牌越高端产品越个性，品牌越大众化产品越标准化。作为高端品牌，蔚来的产品不会太少，与BBA相比，款型也是几分之一。数据显示，今年6月蔚来交付新车10707台，环比增长74.0%，扭转了此前的销量颓势。秦力洪表示，6月销量回暖在预期之中，7月会有一个让大家有信心的数字。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622503379,"gmtCreate":1675695924291,"gmtModify":1675699171771,"author":{"id":"3561597318814104","authorId":"3561597318814104","name":"塞北","avatar":"https://static.tigerbbs.com/23f1617ff2d07ebcbe9b6cd279805ef8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561597318814104","authorIdStr":"3561597318814104"},"themes":[],"htmlText":"你以为的恰恰也是我以为的","listText":"你以为的恰恰也是我以为的","text":"你以为的恰恰也是我以为的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622503379","repostId":"1135846084","repostType":2,"repost":{"id":"1135846084","kind":"news","pubTimestamp":1675686956,"share":"https://www.laohu8.com/m/news/1135846084?lang=&edition=full","pubTime":"2023-02-06 20:35","market":"us","language":"en","title":"NIO: Not Much To Hold It Back In 2023 And Onward","url":"https://stock-news.laohu8.com/highlight/detail?id=1135846084","media":"Seeking Alpha","summary":"SummaryNIO's deliveries were down 46 percent from December 2022 but were primarily from the Chinese ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO's deliveries were down 46 percent from December 2022 but were primarily from the Chinese New Year, not something related to the market.</li><li>Concerns over Tesla's cutting prices are far overblown, as NIO, at this time, primarily competes in the premium EV market, not the lower end.</li><li>NIO and CATL recently enhanced their agreement with one another, including improving supply chain efficiency and supporting overseas expansion.</li></ul><p>NIO Inc. (NYSE: NIO) is primed for strong growth in 2023 and onward, as the company continues to position itself for long-term growth by expanding to overseas markets, improving and scaling of its proprietary battery-as-a-service (BaaS) program, and its ongoing strategy of designing new models that will compete at different price points in the EV market.</p><p>While there could be some temporary hiccups going forward, such as the possibility of occasional lockdowns associated with COVID-19, or supply chain constraints that would hold back the full production potential of the EV maker, I see them being less of a factor in the quarters ahead and should result in NIO vastly outperforming in 2023 when measured against 2022.</p><p>Even though the company only delivered 8,506 vehicles in January 2022, which was down 12 percent year-over-year, it followed a record number of vehicles delivered in December 2022, which came in at 15,815, up 50.8 percent year-over-year. The reason for the significant drop was from the Chinese New Year being celebrated in January in 2023, rather than mostly being celebrated during February in 2022.</p><p>That, of course, needs to be considered in evaluating the company at this time. But in February 2023 it also needs to be taken into consideration when the numbers should easily beat last year's deliveries because of the Chinese New Year being in February of 2022.</p><p>In this article we'll look at some of the recent developments in regard to NIO and why I continue to like the direction it's going in.</p><p><b>The Tesla factor</b></p><p>Some investors and commentators have pointed to the recent decision by Tesla (TSLA) to cut prices on its Model Y, which appears to be triggering more demand for the vehicles, as being a risk to NIO.</p><p>But as it relates to its current product line, it's not a factor in the Chinese EV market, as NIO continues to compete in the premium segment of the market, while Tesla competes in the lower end of the EV sector.</p><p>Later on, when NIO releases a model that directly competes with Tesla's Model Y, it could be a challenge for NIO if Tesla continues to keep prices down. Much of that depends upon how successful the lower prices are for generating demand for the Model Y, and if and when Tesla decides to boost the price in order to improve margin and earnings.</p><p>In the near term I don't see the lower price being a factor in NIO's performance unless some potential buyers opt for a lower priced vehicle because of economic concerns in relationship to a recession hitting that is deeper and longer than most expect at this time.</p><p>Even so, with the customer base NIO targets, it would probably have to be a hard and long recession if it were to have a significant impact on the performance of the company.</p><p><b>New agreement with CATL</b></p><p>Nio and China-based Contemporary Amperex Technology (CATL)recently enhanced their existing agreement by signing a new five-year cooperation agreement which, among other things, will focus on improving "supply-demand coordination" and accelerate NIO's overseas expansion.</p><p>Other elements of the agreement include advancing "technological cooperation in new brands, new projects and new markets," along with further developing "the business model centering on long-life batteries."</p><p>Some of the things in the agreement look to be solid concerning being of long-term value to NIO, but in the near term, the two things I particularly like are the acceleration of its overseas expansion and improving NIO's supply chain by building a more efficient system in connection with its battery supply.</p><p>If the agreement helps mitigate some of the supply chain issues NIO has faced and help it scale quicker in Europe, it will be a strong growth catalyst in the quarters and years ahead.</p><p><b>Share price movement</b></p><p>Since June 1, 2020, when NIO was trading at a low of approximately $4.15 per share, it began an explosive run, leading to its all-time high of about $67.00 per share by June 11, 2021.</p><p>That type of movement was obviously unsustainable, and the stock started to correct, falling to approximately $31.00 per share on May 10, 2021, before rebounding to about $55.00 per share on June 28, 2021, before beginning a prolonged downward spiral that it hasn't yet recovered from, even though it's trading $11.25 as I write, bouncing off its 52-week low of $8.375 on October 24, 2022.</p><p><img src=\"https://static.tigerbbs.com/1b20d7e1874b437eb8a8afcd271fc6c8\" tg-width=\"640\" tg-height=\"320\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TradingView</p><p>In my opinion, at the current price range NIO has been trading in, these are excellent entry points that I have no doubt will generate meaningful returns for shareholders.</p><p>And for those that already are in at a much higher cost basis, it's a good time to add to a position as long as doesn't result in too big of an overall position in the company; we need to maintain discipline concerning position size. I have a cost basis higher than I would like, but I'm not going to break discipline and add more to the position, which would increase my risk if my thesis ends up being wrong.</p><p>In my view, it's not a matter of if NIO recovers and resumes its upward growth trend, it's only a matter of when. An entry point where it's trading at now removes a lot of the downside risk from the stock.</p><p><b>Conclusion</b></p><p>I like where NIO is positioned at this time, because of it rolling out new models, expanding into Europe, and improving its batteries and battery swap service.</p><p>Even though could be more temporary disruptions in the Chinese EV market from possible lockdowns and supply chain issues, it appears China is going to continue to open up and supply chain constraints are sustainably improving.</p><p>With its new partnership with CATL, that should further mitigate some of its supply chain risks, as well as increase the pace of expansion into Europe.</p><p>Taking into account Tesla's decision to cut prices on its Model Y shouldn't have much, if any impact on NIO in the near term, other than it possibly losing a limited amount sales if the recession hits and consumers decide to buy down because of economic uncertainties. Further out, once NIO releases its competitor to Tesla's Model Y, lower prices could be a factor in its performance if Tesla keeps prices low.</p><p>Even if that's how it plays out, NIO, because it's expanding its line of models to compete at most price points of the EV market, will have limited exposure to Tesla's pricing strategy further down the road, when taking into consideration all the models it's going to release in the future.</p><p>I believe the headwinds NIO is facing are all temporary, and as the economy and market improve, along with its supply chain, it's very well positioned for a prolonged run that I see as having a solid chance of driving strong returns for NIO shareholders.</p></body></html>","source":"seekingalpha_fund","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>NIO: Not Much To Hold It Back In 2023 And Onward</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\">\nNIO: Not Much To Hold It Back In 2023 And Onward\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-06 20:35 GMT+8 <a href=https://seekingalpha.com/article/4575546-nio-stock-not-much-to-hold-it-back-in-2023-and-onward><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO's deliveries were down 46 percent from December 2022 but were primarily from the Chinese New Year, not something related to the market.Concerns over Tesla's cutting prices are far overblown...</p>\n\n<a href=\"https://seekingalpha.com/article/4575546-nio-stock-not-much-to-hold-it-back-in-2023-and-onward\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4575546-nio-stock-not-much-to-hold-it-back-in-2023-and-onward","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135846084","content_text":"SummaryNIO's deliveries were down 46 percent from December 2022 but were primarily from the Chinese New Year, not something related to the market.Concerns over Tesla's cutting prices are far overblown, as NIO, at this time, primarily competes in the premium EV market, not the lower end.NIO and CATL recently enhanced their agreement with one another, including improving supply chain efficiency and supporting overseas expansion.NIO Inc. (NYSE: NIO) is primed for strong growth in 2023 and onward, as the company continues to position itself for long-term growth by expanding to overseas markets, improving and scaling of its proprietary battery-as-a-service (BaaS) program, and its ongoing strategy of designing new models that will compete at different price points in the EV market.While there could be some temporary hiccups going forward, such as the possibility of occasional lockdowns associated with COVID-19, or supply chain constraints that would hold back the full production potential of the EV maker, I see them being less of a factor in the quarters ahead and should result in NIO vastly outperforming in 2023 when measured against 2022.Even though the company only delivered 8,506 vehicles in January 2022, which was down 12 percent year-over-year, it followed a record number of vehicles delivered in December 2022, which came in at 15,815, up 50.8 percent year-over-year. The reason for the significant drop was from the Chinese New Year being celebrated in January in 2023, rather than mostly being celebrated during February in 2022.That, of course, needs to be considered in evaluating the company at this time. But in February 2023 it also needs to be taken into consideration when the numbers should easily beat last year's deliveries because of the Chinese New Year being in February of 2022.In this article we'll look at some of the recent developments in regard to NIO and why I continue to like the direction it's going in.The Tesla factorSome investors and commentators have pointed to the recent decision by Tesla (TSLA) to cut prices on its Model Y, which appears to be triggering more demand for the vehicles, as being a risk to NIO.But as it relates to its current product line, it's not a factor in the Chinese EV market, as NIO continues to compete in the premium segment of the market, while Tesla competes in the lower end of the EV sector.Later on, when NIO releases a model that directly competes with Tesla's Model Y, it could be a challenge for NIO if Tesla continues to keep prices down. Much of that depends upon how successful the lower prices are for generating demand for the Model Y, and if and when Tesla decides to boost the price in order to improve margin and earnings.In the near term I don't see the lower price being a factor in NIO's performance unless some potential buyers opt for a lower priced vehicle because of economic concerns in relationship to a recession hitting that is deeper and longer than most expect at this time.Even so, with the customer base NIO targets, it would probably have to be a hard and long recession if it were to have a significant impact on the performance of the company.New agreement with CATLNio and China-based Contemporary Amperex Technology (CATL)recently enhanced their existing agreement by signing a new five-year cooperation agreement which, among other things, will focus on improving \"supply-demand coordination\" and accelerate NIO's overseas expansion.Other elements of the agreement include advancing \"technological cooperation in new brands, new projects and new markets,\" along with further developing \"the business model centering on long-life batteries.\"Some of the things in the agreement look to be solid concerning being of long-term value to NIO, but in the near term, the two things I particularly like are the acceleration of its overseas expansion and improving NIO's supply chain by building a more efficient system in connection with its battery supply.If the agreement helps mitigate some of the supply chain issues NIO has faced and help it scale quicker in Europe, it will be a strong growth catalyst in the quarters and years ahead.Share price movementSince June 1, 2020, when NIO was trading at a low of approximately $4.15 per share, it began an explosive run, leading to its all-time high of about $67.00 per share by June 11, 2021.That type of movement was obviously unsustainable, and the stock started to correct, falling to approximately $31.00 per share on May 10, 2021, before rebounding to about $55.00 per share on June 28, 2021, before beginning a prolonged downward spiral that it hasn't yet recovered from, even though it's trading $11.25 as I write, bouncing off its 52-week low of $8.375 on October 24, 2022.TradingViewIn my opinion, at the current price range NIO has been trading in, these are excellent entry points that I have no doubt will generate meaningful returns for shareholders.And for those that already are in at a much higher cost basis, it's a good time to add to a position as long as doesn't result in too big of an overall position in the company; we need to maintain discipline concerning position size. I have a cost basis higher than I would like, but I'm not going to break discipline and add more to the position, which would increase my risk if my thesis ends up being wrong.In my view, it's not a matter of if NIO recovers and resumes its upward growth trend, it's only a matter of when. An entry point where it's trading at now removes a lot of the downside risk from the stock.ConclusionI like where NIO is positioned at this time, because of it rolling out new models, expanding into Europe, and improving its batteries and battery swap service.Even though could be more temporary disruptions in the Chinese EV market from possible lockdowns and supply chain issues, it appears China is going to continue to open up and supply chain constraints are sustainably improving.With its new partnership with CATL, that should further mitigate some of its supply chain risks, as well as increase the pace of expansion into Europe.Taking into account Tesla's decision to cut prices on its Model Y shouldn't have much, if any impact on NIO in the near term, other than it possibly losing a limited amount sales if the recession hits and consumers decide to buy down because of economic uncertainties. Further out, once NIO releases its competitor to Tesla's Model Y, lower prices could be a factor in its performance if Tesla keeps prices low.Even if that's how it plays out, NIO, because it's expanding its line of models to compete at most price points of the EV market, will have limited exposure to Tesla's pricing strategy further down the road, when taking into consideration all the models it's going to release in the future.I believe the headwinds NIO is facing are all temporary, and as the economy and market improve, along with its supply chain, it's very well positioned for a prolonged run that I see as having a solid chance of driving strong returns for NIO shareholders.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628836345,"gmtCreate":1673004920787,"gmtModify":1673005813164,"author":{"id":"3561597318814104","authorId":"3561597318814104","name":"塞北","avatar":"https://static.tigerbbs.com/23f1617ff2d07ebcbe9b6cd279805ef8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561597318814104","authorIdStr":"3561597318814104"},"themes":[],"htmlText":"降价救不了特斯拉","listText":"降价救不了特斯拉","text":"降价救不了特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628836345","repostId":"1157400263","repostType":2,"isVote":1,"tweetType":1,"viewCount":1841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628378169,"gmtCreate":1672924008451,"gmtModify":1672924793830,"author":{"id":"3561597318814104","authorId":"3561597318814104","name":"塞北","avatar":"https://static.tigerbbs.com/23f1617ff2d07ebcbe9b6cd279805ef8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561597318814104","authorIdStr":"3561597318814104"},"themes":[],"htmlText":"国内交付了多少辆","listText":"国内交付了多少辆","text":"国内交付了多少辆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628378169","repostId":"1140366349","repostType":2,"repost":{"id":"1140366349","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":1672914197,"share":"https://www.laohu8.com/m/news/1140366349?lang=&edition=full","pubTime":"2023-01-05 18:23","market":"us","language":"zh","title":"特斯拉上海超级工厂2022年全年交付超71万辆，同比增长48%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140366349","media":"老虎资讯综合","summary":"1月5日，乘联会发布中国市场预估销量，特斯拉延续劲增态势：2022年，上海超级工厂全年交付超71万辆，同比增长48%；仅Model Y一款车型，就已交付超45万辆，几乎追平特斯拉中国2021年48万辆","content":"<html><head></head><body><p>1月5日，乘联会发布中国市场预估销量，特斯拉延续劲增态势：2022年，上海超级工厂全年交付超71万辆，同比增长48%；仅Model Y一款车型，就已交付超45万辆，几乎追平特斯拉中国2021年48万辆的交付成绩。（上证报）</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>特斯拉上海超级工厂2022年全年交付超71万辆，同比增长48%</title>\n<style 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18:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月5日，乘联会发布中国市场预估销量，特斯拉延续劲增态势：2022年，上海超级工厂全年交付超71万辆，同比增长48%；仅Model Y一款车型，就已交付超45万辆，几乎追平特斯拉中国2021年48万辆的交付成绩。（上证报）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140366349","content_text":"1月5日，乘联会发布中国市场预估销量，特斯拉延续劲增态势：2022年，上海超级工厂全年交付超71万辆，同比增长48%；仅Model Y一款车型，就已交付超45万辆，几乎追平特斯拉中国2021年48万辆的交付成绩。（上证报）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":393558094913648,"gmtCreate":1737108643842,"gmtModify":1737108645940,"author":{"id":"3561597318814104","authorId":"3561597318814104","name":"塞北","avatar":"https://static.tigerbbs.com/23f1617ff2d07ebcbe9b6cd279805ef8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561597318814104","authorIdStr":"3561597318814104"},"themes":[],"htmlText":"换电站3000+","listText":"换电站3000+","text":"换电站3000+","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393558094913648","repostId":"2504218676","repostType":2,"repost":{"id":"2504218676","kind":"news","pubTimestamp":1737095656,"share":"https://www.laohu8.com/m/news/2504218676?lang=&edition=full","pubTime":"2025-01-17 14:34","market":"sg","language":"zh","title":"为什么大家会觉得蔚来不行了？蔚来到底行不行？","url":"https://stock-news.laohu8.com/highlight/detail?id=2504218676","media":"autocarweekly","summary":"怎么就不行了？","content":"<p>文｜乔伊</p><p>从去年末开始，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>要“完犊子”似乎就成了一个时兴的话题。</p><p>从表象上来看，这个话题似乎并不成立。</p><p><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>在去年迎来了品牌成立十周年，并干成了很多件事，首先是推出了乐道品牌，并同步推出了乐道L60；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7de95e211e5e65a1fd1a5be409a9ecc\" tg-width=\"1080\" tg-height=\"608\"></p><p>同时，在年末的NIO Day上，推出了萤火虫品牌；</p><p>更重要的是，在销量上，蔚来在2024年的最后一个月实现了超过3万台的单月交付量；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15df47034c3bc3b6a981faaa69c77b5a\" tg-width=\"757\" tg-height=\"2133\"></p><p>此外，李斌在年末亲自搞了一场真正的全程直播的冬测，直接将蔚来的产品开到零下42度的场景中去，以检验车的性能，同时更检验他们换电站“县县通”的铺设状况。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e89d55ae373ea66fbd7f30ad0af0d53\" tg-width=\"1080\" tg-height=\"810\"></p><p>从任何一个角度来看，蔚来都在步伐稳健地走入成为更大的汽车集团的新阶段。</p><p>所以，蔚来为什么不行了？怎么就不行了？</p><p>事实上，如果仅就我们上面所聊到的，蔚来在2024年干成的那几件事，只能是表明蔚来干了什么，而至于干得好不好，干得对不对，以及能不能长久的干下去，其实都很难下定论。</p><p>而从另一个更直观的角度来看，蔚来在过去的好几个季度中，已经连续稳定的每季度实现50个亿的亏损，而其成立以来至今的十年来，累计亏损已经超过了1000亿。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4edfa71edbe70c77f7959f38c888420\" tg-width=\"891\" tg-height=\"433\"></p><p>我很明白，做汽车是一个需要长期投入的事情，不论是买地皮建厂，还是不断研发、制造新产品和自研芯片，又或者是做服务、做牛屋，甚至是做换电站，每一项都是大规模的投入。但我更想说的是，单纯的持续投入，很显然构不成良性的企业循环。</p><p>也不是摊子铺得大，企业的生存概率就更大。因为到了2025年，所有人的耐心，都有可能闪崩。</p><p>以上的逻辑都通，但事实上真的要解释，为什么人们开始认为蔚来运行逐渐充满风险，可能我们需要理解几个核心问题。</p><p><strong>盈利，才是硬道理</strong></p><p>为什么蔚来的焦虑将在2025年达到一个新高潮？一个很重要的原因，源自于人们普遍认为2025年的整体经济环境将会变得更为紧缩。这一点，老牌车企其实已经关注到，并开始采取行动了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed2fa3d40d70827cf068bd9a98cf9c37\" tg-width=\"881\" tg-height=\"500\"></p><p>从去年末开始，<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>集团明确地进行了自身体系结构的调整，并推出了一个成体系的《台州宣言》。在这个全新的体系调整下，<a href=\"https://laohu8.com/S/ZK\">极氪</a>与领克实现了合并，雷达汽车归于吉利集团，从独立品牌变为产品条线。</p><p>同样的，这样明确的战略收缩也在一定程度上导致了去年末极越汽车突然“闪崩”的事件发生。</p><p>事发的逻辑很简单，要过冬，就要保住所有盈利的项目，剔除所有仍然在亏损，且短期内见不到盈利可能的项目。</p><p>非常不幸，蔚来就是这样一个仍然在大把亏损，且短期内没有办法见到盈利的事业。从目前来看，当年的“蔚小理”三个品牌，目前只有理想在2023年实现了品牌的全线盈利。</p><p>蔚来与小鹏仍然在亏损，就目前来看，小鹏正处在恢复期且销量在不断提升，而蔚来却似乎仍然在品牌布局、扩张的阶段，想要花钱的地方实在太多。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e56b204ee4c3da188ec46e378bb2c1f\" tg-width=\"1080\" tg-height=\"632\"></p><p>这个逻辑没有问题，事实上蔚来确实正在想办法解决很多困扰中国汽车产业的技术问题。比如他们正在搞的车规级的5nm芯片，以及BanYAn 3.0系统等等，都是需要大量研发经费的。从软件到硬件的全栈自研，虽然如今看起来费钱，但一旦全部成功，大规模量产，将为品牌带来重大的、质的飞跃。</p><p>当然，这一整套完整的体系，还包括了此前提到的，关于换电站、新品牌等一系列的投资投入。</p><p>但我想说的是，搞全栈自研的品牌，并不止蔚来一个。此前可能完全没办法拿来与蔚来做对比的零跑，走的也是这个路子。目前零跑已经可以实现60%以上的核心部件自研、自造，同平台车型的零件通用化率达到88%。</p><p>毫无疑问，在零跑看来，自研与自造首先是解决核心技术拿在手里的问题。但更重要的是，实现造车成本的可控，从而进一步加速自己的盈利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfc5166142db630397a614cc9c74d366\" tg-width=\"720\" tg-height=\"480\"></p><p>事实上，他们的目标确实达到了，就在1月13日，<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>发布了盈利预告，宣布2024年第四季度实现净利润转正。在2024年的最后一个季度，零跑实现了62亿元的营收，毛利率为12.3亿元，同比增长了超过250%，实现净利润约2.1亿元。</p><p>相较造车的投入来说，2.1亿元的盈利实在微不足道。但单季盈利的一小步，就可能是持续盈利的一大步。相比较每个月稳定亏50亿元的企业来说，不知道高到哪里去了。</p><p>当然，肯定还会有人问，蔚来的投入并不是打水漂了，产品的知识产权在那里，“比保时捷更好”的汽车制造工厂在那里，还有已经超过2600座的换电站在那里。桩桩件件都是重资产，全都是十分有价值的。</p><p>所以，眼前的黑不是黑，你说的亏在哪里亏？</p><p><strong>技术路线，随时颠覆</strong></p><p>这个逻辑其实是没错的，所有的投入有很大一部分都将转化为固定与不固定资产，尤其是换电站。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/127cdb62ba5817b5c4fc7d022a1afca4\" tg-width=\"1080\" tg-height=\"607\"></p><p>不得不说，换电模式，这个在手机诞生初期被广泛应用的技术路线，被李斌天才地应用在了纯电新能源车产业之上，在极大程度上完全抵消了人们对于纯电动新能源车的补能焦虑、续航焦虑，从而为纯电动车的未来划定了一个似乎很清晰的方向。</p><p>但，不确定李斌是否在设计这个商业路径的初期，想清楚了换电的几个重要弊端。</p><p>首先，尽管我们知道李斌与蔚来的目标是以换电实现新能源车型生态标准、补能标准的制定。但这个标准的制定需要更多的企业跟随。这就是为什么如今我们可以看到，包括奇瑞、广汽、江淮、吉利、长安等诸多品牌，甚至能源领域的巨头，<a href=\"https://laohu8.com/S/600028\">中国石化</a>都加入了蔚来换电体系的原因。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfd990b48553ba7482e6c48d8943964f\" tg-width=\"1080\" tg-height=\"810\"></p><p>但仅就目前来看，似乎各个品牌、尤其是国有汽车制造企业，都不会甘心把规则的制定权拱手交出去。因此，至少在目前，我们并没有看到各家厂商主动加入蔚来的换电站铺设，也没有主动推出可以换电的产品。</p><p>其次，既然是从当年初代手机上移植过来的技术，那么这就表示蔚来显然不是第一个掌握这一技术，并且在很长一段时间内唯一掌握这一技术的品牌。</p><p>事实上，就在不久之前，在2024年占全球动力电池份额37.5%的<a href=\"https://laohu8.com/S/300750\">宁德时代</a>，开始拓展自己的业务，推出了两个规格的可换电电池，正式开始进军换电业务板块。</p><p>而对于蔚来很不幸的是，中国几乎所有的新能源车品牌，几乎都和宁德时代有十分紧密的关联。这也就是阿维塔的陈卓为什么会表示，我们不用杂牌电池，只用宁德时代的原因。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ece87d8edbbe6473cfc28ceda9d50fb0\" tg-width=\"1080\" tg-height=\"720\"></p><p>这种紧密关联和深度合作所带来的一个可能的巨大变化在于，如果中国汽车企业要换电，那么他们完全没有理由绕开宁德时代，选择蔚来。更何况，蔚来都使用宁德时代的电池。</p><p>也就是说，李斌想要制定标准，但标准的制定权只在真正的寡头手上。</p><p>当然，这还不是最可怕的问题。最可怕的问题在于，很多厂商已经放弃了纯电路线。一方面，在去年年末，工信部开始明确表态在纯电技术之外，也要同步推动内燃机技术的发展。</p><p>与此同时，包括长安、奇瑞、吉利、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、乃至于上汽乘用车，都开始进行了混动技术条件下的内燃机热效率的新一轮军备竞赛。按照吉利李书福的标准，有了全新混动技术的PHEV将实现单程2000公里以上的续航水平。而就在说完这番话不久之后，这个看起来像在画饼的续航标准，正在被先后打破。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a82f16fa0f0a87bc87137e87cc6f79c6\" tg-width=\"640\" tg-height=\"1810\"></p><p>与此同时，我们再来看一下理想的盈利技术路线，其实是在当时饱受诟病的增程路线，而零跑之所以起死回生、扭亏为赢，所依靠的也同样是快速从纯电赛道切换到增程赛道。事实上，已经很明确的是，在2024年末到2025年，将会有包括阿维塔、智己等更多纯电品牌，转而推出增程产品。</p><p>而蔚来，似乎被自己制造的商业模式拖入了一个死循环，搞换电有可能完全不是宁德时代的对手，搞增程、插电，则会将之前投入的所有换电站给亲手毁了。但是不搞，似乎将自己的技术路线给框死，也在未来不具备更强的市场竞争能力。</p><p>怎么看，都像是法国人曾今引以为傲，认为固若金汤、牢不可破的马奇诺防线，被轻巧地绕过去了的样子。</p><p>所以，很多人可能会接下来问，这是否就是蔚来在去年连推两个新品牌的原因？</p><p><strong>新品牌，看不出逻辑</strong></p><p>蔚来推出乐道品牌的原因，我是理解并认同的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6469e833ed4a71262179e45aeb9bbf31\" tg-width=\"1080\" tg-height=\"699\"></p><p>首先，蔚来品牌从诞生开始，走的就是<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌的定位，上的就是50万以上的市场。而我们如今也看出来了，这个市场的体量不大，竞争却又异常激烈。</p><p>因此，跑量、挣钱是一个品牌的当务之急。而如果直接将本品牌的价格下探，李斌的顾虑在于，是否会背刺老用户，把好不容易建立起来的品牌高端化形象给葬送了。</p><p>这也就是为什么乐道的定位在“合家欢乐，持家<a href=\"https://laohu8.com/S/DAO\">有道</a>”这个层面之上的原因；这也就是为什么，在有了乐道之后，蔚来敢于推出让迈巴赫下不来台的ET9的原因。</p><p>但一个很简单的问题是，跑量的产品，要有跑量的表现。就目前的市场表现来看，消费者并没有准备好在依然没有完全接受蔚来的情况下，去接受蔚来旗下推出一个新品牌的准备。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d57ed115214319115d94ab39c5284a5\" tg-width=\"1080\" tg-height=\"608\"></p><p>乐道L60从诞生开始就遭遇了产能危机（事实上，我从来不信有订单产能会解决不了这个假命题）；同时，也就是在这几天，乐道爆发了经销商强制要求门店员工贷款买车的案例。从一个侧面表示，这个品牌市场销量并不突出。</p><p>在经历了去年末，蔚来+乐道直接交付超三万辆的一个里程碑式的突破之后，可能是耗尽了潜力。在刚刚发布的2025年第二周的新造车势力排行榜上，蔚来直接跌出了前十名，而乐道则以0.18万辆的成绩，卡在了第十。</p><p>可以说，李斌想用乐道为蔚来加电的算盘，其实并没有打响。甚至营造出了一对难兄难弟。</p><p>但，这依然不是最可怕的。</p><p>最可怕的是，只是照了一个B超，还没有正式出生，就已经被绝大多数人判了死刑的，比mini大，比smart小的萤火虫。</p><p>上一个从一亮相就被人说丑的，可能是宝马的新世代系列，没想到，一个精品城市纯电小车，从出生就与本田e有着七、八分相像的可爱车型，居然在唯一不像的前后车灯上，将下限无限地拉低了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/329b3f9fe060daac9535c7bb6b2df140\" tg-width=\"1080\" tg-height=\"1440\"></p><p>以至于目前，萤火虫的CEO金舸啥也不用干，天天希望通过段子，来将用户的审美颗粒度与萤火虫拉齐。</p><p>真是“设计一杯酒，高管两行泪”啊。</p><p>但这些依然不是致命伤，更重要的是，完全为了在乐道体系下再加一道跑量保险的萤火虫。预售价是和mini平齐的，换电是独立不和蔚来共用的。也就是说，丑且贵，还要家里重新花钱铺设一套全新的换电体系。</p><p>简单来说，我觉得这大概率就是一个全新的烧钱且赔钱，更看不到盈利希望的项目。</p><p>你看，从各种角度来看，蔚来都似乎没有获得一个成功向前推进的动力，所以，现在的问题是，还能怎么办？</p><p><strong>还能怎么办？</strong></p><p>其实，当我们说出问题的时候，解决方案也就出现了。</p><p>首先，是尽可能地降低成本，将未来的亏损尽可能地压低。</p><p>与此同时，在换电车型体系上，尽可能采用宁德时代换电电池的规模，从而避免被宁德时代的电池规格逼得无路可走。最后形成，大家都换电，蔚来只能换蔚来的电的问题。</p><p>当然，在这个基础上，主动放弃换电标准的主导权，可以以先期布局的重资产换电站与宁德时代合作，从而将独立推进换电站的压力卸下来一些。</p><p>更重要的是放弃了这一块体系建设，蔚来解放的是自己身上的束缚，从而能在能源技术路线上，赢得更为灵活更为主动的改变机遇。</p><p>再次，重新调整产线的布局，暂缓萤火虫的推出，不要为了前期的投入而硬着头皮去上一套成功概率很低的产品。</p><p>最后，就是集中精力，将最能跑量的车型，重点资源打造，重点资源推广，重点折扣酬宾，以尽可能实现快速跑量，跑速盈利，哪怕是第一步快速缩小亏损金额，都是一个有益的改变。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61bc585876254506ad671d0d5adc2836\" tg-width=\"1080\" tg-height=\"719\"></p><p>我知道，对于常年账上躺着400多亿现金的蔚来来说，一夜之间轰然倒地的情况其实不太可能发生。但在如今这个时代，最怕的不是没有钱、没有资源，没有能力，而是你呈现出来的样貌，让所有人都坚定地认为，你一定会倒。</p><p>到了那个时候，你不倒，也得倒了，不是吗？</p>","source":"lsy1570604434829","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>为什么大家会觉得蔚来不行了？蔚来到底行不行？</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为什么大家会觉得蔚来不行了？蔚来到底行不行？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-17 14:34 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250117143757abae2861&s=b><strong>autocarweekly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文｜乔伊从去年末开始，蔚来要“完犊子”似乎就成了一个时兴的话题。从表象上来看，这个话题似乎并不成立。蔚来在去年迎来了品牌成立十周年，并干成了很多件事，首先是推出了乐道品牌，并同步推出了乐道L60；同时，在年末的NIO Day上，推出了萤火虫品牌；更重要的是，在销量上，蔚来在2024年的最后一个月实现了超过3万台的单月交付量；此外，李斌在年末亲自搞了一场真正的全程直播的冬测，直接将蔚来的产品开到零下...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250117143757abae2861&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250117143757abae2861&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2504218676","content_text":"文｜乔伊从去年末开始，蔚来要“完犊子”似乎就成了一个时兴的话题。从表象上来看，这个话题似乎并不成立。蔚来在去年迎来了品牌成立十周年，并干成了很多件事，首先是推出了乐道品牌，并同步推出了乐道L60；同时，在年末的NIO Day上，推出了萤火虫品牌；更重要的是，在销量上，蔚来在2024年的最后一个月实现了超过3万台的单月交付量；此外，李斌在年末亲自搞了一场真正的全程直播的冬测，直接将蔚来的产品开到零下42度的场景中去，以检验车的性能，同时更检验他们换电站“县县通”的铺设状况。从任何一个角度来看，蔚来都在步伐稳健地走入成为更大的汽车集团的新阶段。所以，蔚来为什么不行了？怎么就不行了？事实上，如果仅就我们上面所聊到的，蔚来在2024年干成的那几件事，只能是表明蔚来干了什么，而至于干得好不好，干得对不对，以及能不能长久的干下去，其实都很难下定论。而从另一个更直观的角度来看，蔚来在过去的好几个季度中，已经连续稳定的每季度实现50个亿的亏损，而其成立以来至今的十年来，累计亏损已经超过了1000亿。我很明白，做汽车是一个需要长期投入的事情，不论是买地皮建厂，还是不断研发、制造新产品和自研芯片，又或者是做服务、做牛屋，甚至是做换电站，每一项都是大规模的投入。但我更想说的是，单纯的持续投入，很显然构不成良性的企业循环。也不是摊子铺得大，企业的生存概率就更大。因为到了2025年，所有人的耐心，都有可能闪崩。以上的逻辑都通，但事实上真的要解释，为什么人们开始认为蔚来运行逐渐充满风险，可能我们需要理解几个核心问题。盈利，才是硬道理为什么蔚来的焦虑将在2025年达到一个新高潮？一个很重要的原因，源自于人们普遍认为2025年的整体经济环境将会变得更为紧缩。这一点，老牌车企其实已经关注到，并开始采取行动了。从去年末开始，吉利汽车集团明确地进行了自身体系结构的调整，并推出了一个成体系的《台州宣言》。在这个全新的体系调整下，极氪与领克实现了合并，雷达汽车归于吉利集团，从独立品牌变为产品条线。同样的，这样明确的战略收缩也在一定程度上导致了去年末极越汽车突然“闪崩”的事件发生。事发的逻辑很简单，要过冬，就要保住所有盈利的项目，剔除所有仍然在亏损，且短期内见不到盈利可能的项目。非常不幸，蔚来就是这样一个仍然在大把亏损，且短期内没有办法见到盈利的事业。从目前来看，当年的“蔚小理”三个品牌，目前只有理想在2023年实现了品牌的全线盈利。蔚来与小鹏仍然在亏损，就目前来看，小鹏正处在恢复期且销量在不断提升，而蔚来却似乎仍然在品牌布局、扩张的阶段，想要花钱的地方实在太多。这个逻辑没有问题，事实上蔚来确实正在想办法解决很多困扰中国汽车产业的技术问题。比如他们正在搞的车规级的5nm芯片，以及BanYAn 3.0系统等等，都是需要大量研发经费的。从软件到硬件的全栈自研，虽然如今看起来费钱，但一旦全部成功，大规模量产，将为品牌带来重大的、质的飞跃。当然，这一整套完整的体系，还包括了此前提到的，关于换电站、新品牌等一系列的投资投入。但我想说的是，搞全栈自研的品牌，并不止蔚来一个。此前可能完全没办法拿来与蔚来做对比的零跑，走的也是这个路子。目前零跑已经可以实现60%以上的核心部件自研、自造，同平台车型的零件通用化率达到88%。毫无疑问，在零跑看来，自研与自造首先是解决核心技术拿在手里的问题。但更重要的是，实现造车成本的可控，从而进一步加速自己的盈利。事实上，他们的目标确实达到了，就在1月13日，零跑汽车发布了盈利预告，宣布2024年第四季度实现净利润转正。在2024年的最后一个季度，零跑实现了62亿元的营收，毛利率为12.3亿元，同比增长了超过250%，实现净利润约2.1亿元。相较造车的投入来说，2.1亿元的盈利实在微不足道。但单季盈利的一小步，就可能是持续盈利的一大步。相比较每个月稳定亏50亿元的企业来说，不知道高到哪里去了。当然，肯定还会有人问，蔚来的投入并不是打水漂了，产品的知识产权在那里，“比保时捷更好”的汽车制造工厂在那里，还有已经超过2600座的换电站在那里。桩桩件件都是重资产，全都是十分有价值的。所以，眼前的黑不是黑，你说的亏在哪里亏？技术路线，随时颠覆这个逻辑其实是没错的，所有的投入有很大一部分都将转化为固定与不固定资产，尤其是换电站。不得不说，换电模式，这个在手机诞生初期被广泛应用的技术路线，被李斌天才地应用在了纯电新能源车产业之上，在极大程度上完全抵消了人们对于纯电动新能源车的补能焦虑、续航焦虑，从而为纯电动车的未来划定了一个似乎很清晰的方向。但，不确定李斌是否在设计这个商业路径的初期，想清楚了换电的几个重要弊端。首先，尽管我们知道李斌与蔚来的目标是以换电实现新能源车型生态标准、补能标准的制定。但这个标准的制定需要更多的企业跟随。这就是为什么如今我们可以看到，包括奇瑞、广汽、江淮、吉利、长安等诸多品牌，甚至能源领域的巨头，中国石化都加入了蔚来换电体系的原因。但仅就目前来看，似乎各个品牌、尤其是国有汽车制造企业，都不会甘心把规则的制定权拱手交出去。因此，至少在目前，我们并没有看到各家厂商主动加入蔚来的换电站铺设，也没有主动推出可以换电的产品。其次，既然是从当年初代手机上移植过来的技术，那么这就表示蔚来显然不是第一个掌握这一技术，并且在很长一段时间内唯一掌握这一技术的品牌。事实上，就在不久之前，在2024年占全球动力电池份额37.5%的宁德时代，开始拓展自己的业务，推出了两个规格的可换电电池，正式开始进军换电业务板块。而对于蔚来很不幸的是，中国几乎所有的新能源车品牌，几乎都和宁德时代有十分紧密的关联。这也就是阿维塔的陈卓为什么会表示，我们不用杂牌电池，只用宁德时代的原因。这种紧密关联和深度合作所带来的一个可能的巨大变化在于，如果中国汽车企业要换电，那么他们完全没有理由绕开宁德时代，选择蔚来。更何况，蔚来都使用宁德时代的电池。也就是说，李斌想要制定标准，但标准的制定权只在真正的寡头手上。当然，这还不是最可怕的问题。最可怕的问题在于，很多厂商已经放弃了纯电路线。一方面，在去年年末，工信部开始明确表态在纯电技术之外，也要同步推动内燃机技术的发展。与此同时，包括长安、奇瑞、吉利、比亚迪、乃至于上汽乘用车，都开始进行了混动技术条件下的内燃机热效率的新一轮军备竞赛。按照吉利李书福的标准，有了全新混动技术的PHEV将实现单程2000公里以上的续航水平。而就在说完这番话不久之后，这个看起来像在画饼的续航标准，正在被先后打破。与此同时，我们再来看一下理想的盈利技术路线，其实是在当时饱受诟病的增程路线，而零跑之所以起死回生、扭亏为赢，所依靠的也同样是快速从纯电赛道切换到增程赛道。事实上，已经很明确的是，在2024年末到2025年，将会有包括阿维塔、智己等更多纯电品牌，转而推出增程产品。而蔚来，似乎被自己制造的商业模式拖入了一个死循环，搞换电有可能完全不是宁德时代的对手，搞增程、插电，则会将之前投入的所有换电站给亲手毁了。但是不搞，似乎将自己的技术路线给框死，也在未来不具备更强的市场竞争能力。怎么看，都像是法国人曾今引以为傲，认为固若金汤、牢不可破的马奇诺防线，被轻巧地绕过去了的样子。所以，很多人可能会接下来问，这是否就是蔚来在去年连推两个新品牌的原因？新品牌，看不出逻辑蔚来推出乐道品牌的原因，我是理解并认同的。首先，蔚来品牌从诞生开始，走的就是豪华品牌的定位，上的就是50万以上的市场。而我们如今也看出来了，这个市场的体量不大，竞争却又异常激烈。因此，跑量、挣钱是一个品牌的当务之急。而如果直接将本品牌的价格下探，李斌的顾虑在于，是否会背刺老用户，把好不容易建立起来的品牌高端化形象给葬送了。这也就是为什么乐道的定位在“合家欢乐，持家有道”这个层面之上的原因；这也就是为什么，在有了乐道之后，蔚来敢于推出让迈巴赫下不来台的ET9的原因。但一个很简单的问题是，跑量的产品，要有跑量的表现。就目前的市场表现来看，消费者并没有准备好在依然没有完全接受蔚来的情况下，去接受蔚来旗下推出一个新品牌的准备。乐道L60从诞生开始就遭遇了产能危机（事实上，我从来不信有订单产能会解决不了这个假命题）；同时，也就是在这几天，乐道爆发了经销商强制要求门店员工贷款买车的案例。从一个侧面表示，这个品牌市场销量并不突出。在经历了去年末，蔚来+乐道直接交付超三万辆的一个里程碑式的突破之后，可能是耗尽了潜力。在刚刚发布的2025年第二周的新造车势力排行榜上，蔚来直接跌出了前十名，而乐道则以0.18万辆的成绩，卡在了第十。可以说，李斌想用乐道为蔚来加电的算盘，其实并没有打响。甚至营造出了一对难兄难弟。但，这依然不是最可怕的。最可怕的是，只是照了一个B超，还没有正式出生，就已经被绝大多数人判了死刑的，比mini大，比smart小的萤火虫。上一个从一亮相就被人说丑的，可能是宝马的新世代系列，没想到，一个精品城市纯电小车，从出生就与本田e有着七、八分相像的可爱车型，居然在唯一不像的前后车灯上，将下限无限地拉低了。以至于目前，萤火虫的CEO金舸啥也不用干，天天希望通过段子，来将用户的审美颗粒度与萤火虫拉齐。真是“设计一杯酒，高管两行泪”啊。但这些依然不是致命伤，更重要的是，完全为了在乐道体系下再加一道跑量保险的萤火虫。预售价是和mini平齐的，换电是独立不和蔚来共用的。也就是说，丑且贵，还要家里重新花钱铺设一套全新的换电体系。简单来说，我觉得这大概率就是一个全新的烧钱且赔钱，更看不到盈利希望的项目。你看，从各种角度来看，蔚来都似乎没有获得一个成功向前推进的动力，所以，现在的问题是，还能怎么办？还能怎么办？其实，当我们说出问题的时候，解决方案也就出现了。首先，是尽可能地降低成本，将未来的亏损尽可能地压低。与此同时，在换电车型体系上，尽可能采用宁德时代换电电池的规模，从而避免被宁德时代的电池规格逼得无路可走。最后形成，大家都换电，蔚来只能换蔚来的电的问题。当然，在这个基础上，主动放弃换电标准的主导权，可以以先期布局的重资产换电站与宁德时代合作，从而将独立推进换电站的压力卸下来一些。更重要的是放弃了这一块体系建设，蔚来解放的是自己身上的束缚，从而能在能源技术路线上，赢得更为灵活更为主动的改变机遇。再次，重新调整产线的布局，暂缓萤火虫的推出，不要为了前期的投入而硬着头皮去上一套成功概率很低的产品。最后，就是集中精力，将最能跑量的车型，重点资源打造，重点资源推广，重点折扣酬宾，以尽可能实现快速跑量，跑速盈利，哪怕是第一步快速缩小亏损金额，都是一个有益的改变。我知道，对于常年账上躺着400多亿现金的蔚来来说，一夜之间轰然倒地的情况其实不太可能发生。但在如今这个时代，最怕的不是没有钱、没有资源，没有能力，而是你呈现出来的样貌，让所有人都坚定地认为，你一定会倒。到了那个时候，你不倒，也得倒了，不是吗？","news_type":1},"isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259095336648896,"gmtCreate":1704285753573,"gmtModify":1704285754914,"author":{"id":"3561597318814104","authorId":"3561597318814104","name":"塞北","avatar":"https://static.tigerbbs.com/23f1617ff2d07ebcbe9b6cd279805ef8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561597318814104","authorIdStr":"3561597318814104"},"themes":[],"htmlText":"什么意思？","listText":"什么意思？","text":"什么意思？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259095336648896","repostId":"2400263608","repostType":2,"isVote":1,"tweetType":1,"viewCount":2154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":250613546414400,"gmtCreate":1702202050065,"gmtModify":1702202222617,"author":{"id":"3561597318814104","authorId":"3561597318814104","name":"塞北","avatar":"https://static.tigerbbs.com/23f1617ff2d07ebcbe9b6cd279805ef8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561597318814104","authorIdStr":"3561597318814104"},"themes":[],"htmlText":"结硬寨打呆仗","listText":"结硬寨打呆仗","text":"结硬寨打呆仗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/250613546414400","repostId":"2390828102","repostType":2,"isVote":1,"tweetType":1,"viewCount":2037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":200115003277360,"gmtCreate":168988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16:48","market":"hk","language":"zh","title":"蔚来总裁秦力洪：7月会有一个让大家有信心的数字","url":"https://stock-news.laohu8.com/highlight/detail?id=1116966672","media":"新浪科技","summary":"今年6月蔚来交付新车10707台，环比增长74.0%，扭转了此前的销量颓势。","content":"<html><head></head><body><p>在今日的NIO PowerDay 2023上，蔚来联合创始人、总裁秦力洪，蔚来高级副总裁沈斐接受媒体采访。</p><p style=\"text-align: start;\">对于推出多款二代平台产品是否会对老车型销量造成影响，秦力洪表示，品牌越高端产品越个性，品牌越大众化产品越标准化。作为高端品牌，蔚来的产品不会太少，与BBA相比，款型也是几分之一。</p><p style=\"text-align: start;\">数据显示，今年6月蔚来交付新车10707台，环比增长74.0%，扭转了此前的销量颓势。秦力洪表示，<strong>6月销量回暖在预期之中，7月会有一个让大家有信心的数字。</strong></p></body></html>","source":"sina_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>蔚来总裁秦力洪：7月会有一个让大家有信心的数字</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蔚来总裁秦力洪：7月会有一个让大家有信心的数字\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-20 16:48 北京时间 <a href=https://finance.sina.com.cn/tech/it/2023-07-20/doc-imzciprp9206940.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在今日的NIO PowerDay 2023上，蔚来联合创始人、总裁秦力洪，蔚来高级副总裁沈斐接受媒体采访。对于推出多款二代平台产品是否会对老车型销量造成影响，秦力洪表示，品牌越高端产品越个性，品牌越大众化产品越标准化。作为高端品牌，蔚来的产品不会太少，与BBA相比，款型也是几分之一。数据显示，今年6月蔚来交付新车10707台，环比增长74.0%，扭转了此前的销量颓势。秦力洪表示，6月销量回暖在预期...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/it/2023-07-20/doc-imzciprp9206940.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0c7c486c1301905ed4ef80878c7c6a41","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://finance.sina.com.cn/tech/it/2023-07-20/doc-imzciprp9206940.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116966672","content_text":"在今日的NIO PowerDay 2023上，蔚来联合创始人、总裁秦力洪，蔚来高级副总裁沈斐接受媒体采访。对于推出多款二代平台产品是否会对老车型销量造成影响，秦力洪表示，品牌越高端产品越个性，品牌越大众化产品越标准化。作为高端品牌，蔚来的产品不会太少，与BBA相比，款型也是几分之一。数据显示，今年6月蔚来交付新车10707台，环比增长74.0%，扭转了此前的销量颓势。秦力洪表示，6月销量回暖在预期之中，7月会有一个让大家有信心的数字。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622503379,"gmtCreate":1675695924291,"gmtModify":1675699171771,"author":{"id":"3561597318814104","authorId":"3561597318814104","name":"塞北","avatar":"https://static.tigerbbs.com/23f1617ff2d07ebcbe9b6cd279805ef8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561597318814104","authorIdStr":"3561597318814104"},"themes":[],"htmlText":"你以为的恰恰也是我以为的","listText":"你以为的恰恰也是我以为的","text":"你以为的恰恰也是我以为的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622503379","repostId":"1135846084","repostType":2,"repost":{"id":"1135846084","kind":"news","pubTimestamp":1675686956,"share":"https://www.laohu8.com/m/news/1135846084?lang=&edition=full","pubTime":"2023-02-06 20:35","market":"us","language":"en","title":"NIO: Not Much To Hold It Back In 2023 And Onward","url":"https://stock-news.laohu8.com/highlight/detail?id=1135846084","media":"Seeking Alpha","summary":"SummaryNIO's deliveries were down 46 percent from December 2022 but were primarily from the Chinese ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO's deliveries were down 46 percent from December 2022 but were primarily from the Chinese New Year, not something related to the market.</li><li>Concerns over Tesla's cutting prices are far overblown, as NIO, at this time, primarily competes in the premium EV market, not the lower end.</li><li>NIO and CATL recently enhanced their agreement with one another, including improving supply chain efficiency and supporting overseas expansion.</li></ul><p>NIO Inc. (NYSE: NIO) is primed for strong growth in 2023 and onward, as the company continues to position itself for long-term growth by expanding to overseas markets, improving and scaling of its proprietary battery-as-a-service (BaaS) program, and its ongoing strategy of designing new models that will compete at different price points in the EV market.</p><p>While there could be some temporary hiccups going forward, such as the possibility of occasional lockdowns associated with COVID-19, or supply chain constraints that would hold back the full production potential of the EV maker, I see them being less of a factor in the quarters ahead and should result in NIO vastly outperforming in 2023 when measured against 2022.</p><p>Even though the company only delivered 8,506 vehicles in January 2022, which was down 12 percent year-over-year, it followed a record number of vehicles delivered in December 2022, which came in at 15,815, up 50.8 percent year-over-year. The reason for the significant drop was from the Chinese New Year being celebrated in January in 2023, rather than mostly being celebrated during February in 2022.</p><p>That, of course, needs to be considered in evaluating the company at this time. But in February 2023 it also needs to be taken into consideration when the numbers should easily beat last year's deliveries because of the Chinese New Year being in February of 2022.</p><p>In this article we'll look at some of the recent developments in regard to NIO and why I continue to like the direction it's going in.</p><p><b>The Tesla factor</b></p><p>Some investors and commentators have pointed to the recent decision by Tesla (TSLA) to cut prices on its Model Y, which appears to be triggering more demand for the vehicles, as being a risk to NIO.</p><p>But as it relates to its current product line, it's not a factor in the Chinese EV market, as NIO continues to compete in the premium segment of the market, while Tesla competes in the lower end of the EV sector.</p><p>Later on, when NIO releases a model that directly competes with Tesla's Model Y, it could be a challenge for NIO if Tesla continues to keep prices down. Much of that depends upon how successful the lower prices are for generating demand for the Model Y, and if and when Tesla decides to boost the price in order to improve margin and earnings.</p><p>In the near term I don't see the lower price being a factor in NIO's performance unless some potential buyers opt for a lower priced vehicle because of economic concerns in relationship to a recession hitting that is deeper and longer than most expect at this time.</p><p>Even so, with the customer base NIO targets, it would probably have to be a hard and long recession if it were to have a significant impact on the performance of the company.</p><p><b>New agreement with CATL</b></p><p>Nio and China-based Contemporary Amperex Technology (CATL)recently enhanced their existing agreement by signing a new five-year cooperation agreement which, among other things, will focus on improving "supply-demand coordination" and accelerate NIO's overseas expansion.</p><p>Other elements of the agreement include advancing "technological cooperation in new brands, new projects and new markets," along with further developing "the business model centering on long-life batteries."</p><p>Some of the things in the agreement look to be solid concerning being of long-term value to NIO, but in the near term, the two things I particularly like are the acceleration of its overseas expansion and improving NIO's supply chain by building a more efficient system in connection with its battery supply.</p><p>If the agreement helps mitigate some of the supply chain issues NIO has faced and help it scale quicker in Europe, it will be a strong growth catalyst in the quarters and years ahead.</p><p><b>Share price movement</b></p><p>Since June 1, 2020, when NIO was trading at a low of approximately $4.15 per share, it began an explosive run, leading to its all-time high of about $67.00 per share by June 11, 2021.</p><p>That type of movement was obviously unsustainable, and the stock started to correct, falling to approximately $31.00 per share on May 10, 2021, before rebounding to about $55.00 per share on June 28, 2021, before beginning a prolonged downward spiral that it hasn't yet recovered from, even though it's trading $11.25 as I write, bouncing off its 52-week low of $8.375 on October 24, 2022.</p><p><img src=\"https://static.tigerbbs.com/1b20d7e1874b437eb8a8afcd271fc6c8\" tg-width=\"640\" tg-height=\"320\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TradingView</p><p>In my opinion, at the current price range NIO has been trading in, these are excellent entry points that I have no doubt will generate meaningful returns for shareholders.</p><p>And for those that already are in at a much higher cost basis, it's a good time to add to a position as long as doesn't result in too big of an overall position in the company; we need to maintain discipline concerning position size. I have a cost basis higher than I would like, but I'm not going to break discipline and add more to the position, which would increase my risk if my thesis ends up being wrong.</p><p>In my view, it's not a matter of if NIO recovers and resumes its upward growth trend, it's only a matter of when. An entry point where it's trading at now removes a lot of the downside risk from the stock.</p><p><b>Conclusion</b></p><p>I like where NIO is positioned at this time, because of it rolling out new models, expanding into Europe, and improving its batteries and battery swap service.</p><p>Even though could be more temporary disruptions in the Chinese EV market from possible lockdowns and supply chain issues, it appears China is going to continue to open up and supply chain constraints are sustainably improving.</p><p>With its new partnership with CATL, that should further mitigate some of its supply chain risks, as well as increase the pace of expansion into Europe.</p><p>Taking into account Tesla's decision to cut prices on its Model Y shouldn't have much, if any impact on NIO in the near term, other than it possibly losing a limited amount sales if the recession hits and consumers decide to buy down because of economic uncertainties. Further out, once NIO releases its competitor to Tesla's Model Y, lower prices could be a factor in its performance if Tesla keeps prices low.</p><p>Even if that's how it plays out, NIO, because it's expanding its line of models to compete at most price points of the EV market, will have limited exposure to Tesla's pricing strategy further down the road, when taking into consideration all the models it's going to release in the future.</p><p>I believe the headwinds NIO is facing are all temporary, and as the economy and market improve, along with its supply chain, it's very well positioned for a prolonged run that I see as having a solid chance of driving strong returns for NIO shareholders.</p></body></html>","source":"seekingalpha_fund","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>NIO: Not Much To Hold It Back In 2023 And Onward</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; 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}\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\">\nNIO: Not Much To Hold It Back In 2023 And Onward\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-06 20:35 GMT+8 <a href=https://seekingalpha.com/article/4575546-nio-stock-not-much-to-hold-it-back-in-2023-and-onward><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO's deliveries were down 46 percent from December 2022 but were primarily from the Chinese New Year, not something related to the market.Concerns over Tesla's cutting prices are far overblown...</p>\n\n<a href=\"https://seekingalpha.com/article/4575546-nio-stock-not-much-to-hold-it-back-in-2023-and-onward\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4575546-nio-stock-not-much-to-hold-it-back-in-2023-and-onward","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135846084","content_text":"SummaryNIO's deliveries were down 46 percent from December 2022 but were primarily from the Chinese New Year, not something related to the market.Concerns over Tesla's cutting prices are far overblown, as NIO, at this time, primarily competes in the premium EV market, not the lower end.NIO and CATL recently enhanced their agreement with one another, including improving supply chain efficiency and supporting overseas expansion.NIO Inc. (NYSE: NIO) is primed for strong growth in 2023 and onward, as the company continues to position itself for long-term growth by expanding to overseas markets, improving and scaling of its proprietary battery-as-a-service (BaaS) program, and its ongoing strategy of designing new models that will compete at different price points in the EV market.While there could be some temporary hiccups going forward, such as the possibility of occasional lockdowns associated with COVID-19, or supply chain constraints that would hold back the full production potential of the EV maker, I see them being less of a factor in the quarters ahead and should result in NIO vastly outperforming in 2023 when measured against 2022.Even though the company only delivered 8,506 vehicles in January 2022, which was down 12 percent year-over-year, it followed a record number of vehicles delivered in December 2022, which came in at 15,815, up 50.8 percent year-over-year. The reason for the significant drop was from the Chinese New Year being celebrated in January in 2023, rather than mostly being celebrated during February in 2022.That, of course, needs to be considered in evaluating the company at this time. But in February 2023 it also needs to be taken into consideration when the numbers should easily beat last year's deliveries because of the Chinese New Year being in February of 2022.In this article we'll look at some of the recent developments in regard to NIO and why I continue to like the direction it's going in.The Tesla factorSome investors and commentators have pointed to the recent decision by Tesla (TSLA) to cut prices on its Model Y, which appears to be triggering more demand for the vehicles, as being a risk to NIO.But as it relates to its current product line, it's not a factor in the Chinese EV market, as NIO continues to compete in the premium segment of the market, while Tesla competes in the lower end of the EV sector.Later on, when NIO releases a model that directly competes with Tesla's Model Y, it could be a challenge for NIO if Tesla continues to keep prices down. Much of that depends upon how successful the lower prices are for generating demand for the Model Y, and if and when Tesla decides to boost the price in order to improve margin and earnings.In the near term I don't see the lower price being a factor in NIO's performance unless some potential buyers opt for a lower priced vehicle because of economic concerns in relationship to a recession hitting that is deeper and longer than most expect at this time.Even so, with the customer base NIO targets, it would probably have to be a hard and long recession if it were to have a significant impact on the performance of the company.New agreement with CATLNio and China-based Contemporary Amperex Technology (CATL)recently enhanced their existing agreement by signing a new five-year cooperation agreement which, among other things, will focus on improving \"supply-demand coordination\" and accelerate NIO's overseas expansion.Other elements of the agreement include advancing \"technological cooperation in new brands, new projects and new markets,\" along with further developing \"the business model centering on long-life batteries.\"Some of the things in the agreement look to be solid concerning being of long-term value to NIO, but in the near term, the two things I particularly like are the acceleration of its overseas expansion and improving NIO's supply chain by building a more efficient system in connection with its battery supply.If the agreement helps mitigate some of the supply chain issues NIO has faced and help it scale quicker in Europe, it will be a strong growth catalyst in the quarters and years ahead.Share price movementSince June 1, 2020, when NIO was trading at a low of approximately $4.15 per share, it began an explosive run, leading to its all-time high of about $67.00 per share by June 11, 2021.That type of movement was obviously unsustainable, and the stock started to correct, falling to approximately $31.00 per share on May 10, 2021, before rebounding to about $55.00 per share on June 28, 2021, before beginning a prolonged downward spiral that it hasn't yet recovered from, even though it's trading $11.25 as I write, bouncing off its 52-week low of $8.375 on October 24, 2022.TradingViewIn my opinion, at the current price range NIO has been trading in, these are excellent entry points that I have no doubt will generate meaningful returns for shareholders.And for those that already are in at a much higher cost basis, it's a good time to add to a position as long as doesn't result in too big of an overall position in the company; we need to maintain discipline concerning position size. I have a cost basis higher than I would like, but I'm not going to break discipline and add more to the position, which would increase my risk if my thesis ends up being wrong.In my view, it's not a matter of if NIO recovers and resumes its upward growth trend, it's only a matter of when. An entry point where it's trading at now removes a lot of the downside risk from the stock.ConclusionI like where NIO is positioned at this time, because of it rolling out new models, expanding into Europe, and improving its batteries and battery swap service.Even though could be more temporary disruptions in the Chinese EV market from possible lockdowns and supply chain issues, it appears China is going to continue to open up and supply chain constraints are sustainably improving.With its new partnership with CATL, that should further mitigate some of its supply chain risks, as well as increase the pace of expansion into Europe.Taking into account Tesla's decision to cut prices on its Model Y shouldn't have much, if any impact on NIO in the near term, other than it possibly losing a limited amount sales if the recession hits and consumers decide to buy down because of economic uncertainties. Further out, once NIO releases its competitor to Tesla's Model Y, lower prices could be a factor in its performance if Tesla keeps prices low.Even if that's how it plays out, NIO, because it's expanding its line of models to compete at most price points of the EV market, will have limited exposure to Tesla's pricing strategy further down the road, when taking into consideration all the models it's going to release in the future.I believe the headwinds NIO is facing are all temporary, and as the economy and market improve, along with its supply chain, it's very well positioned for a prolonged run that I see as having a solid chance of driving strong returns for NIO shareholders.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628836345,"gmtCreate":1673004920787,"gmtModify":1673005813164,"author":{"id":"3561597318814104","authorId":"3561597318814104","name":"塞北","avatar":"https://static.tigerbbs.com/23f1617ff2d07ebcbe9b6cd279805ef8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561597318814104","authorIdStr":"3561597318814104"},"themes":[],"htmlText":"降价救不了特斯拉","listText":"降价救不了特斯拉","text":"降价救不了特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628836345","repostId":"1157400263","repostType":2,"isVote":1,"tweetType":1,"viewCount":1841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628378169,"gmtCreate":1672924008451,"gmtModify":1672924793830,"author":{"id":"3561597318814104","authorId":"3561597318814104","name":"塞北","avatar":"https://static.tigerbbs.com/23f1617ff2d07ebcbe9b6cd279805ef8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561597318814104","authorIdStr":"3561597318814104"},"themes":[],"htmlText":"国内交付了多少辆","listText":"国内交付了多少辆","text":"国内交付了多少辆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628378169","repostId":"1140366349","repostType":2,"repost":{"id":"1140366349","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":1672914197,"share":"https://www.laohu8.com/m/news/1140366349?lang=&edition=full","pubTime":"2023-01-05 18:23","market":"us","language":"zh","title":"特斯拉上海超级工厂2022年全年交付超71万辆，同比增长48%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140366349","media":"老虎资讯综合","summary":"1月5日，乘联会发布中国市场预估销量，特斯拉延续劲增态势：2022年，上海超级工厂全年交付超71万辆，同比增长48%；仅Model Y一款车型，就已交付超45万辆，几乎追平特斯拉中国2021年48万辆","content":"<html><head></head><body><p>1月5日，乘联会发布中国市场预估销量，特斯拉延续劲增态势：2022年，上海超级工厂全年交付超71万辆，同比增长48%；仅Model Y一款车型，就已交付超45万辆，几乎追平特斯拉中国2021年48万辆的交付成绩。（上证报）</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>特斯拉上海超级工厂2022年全年交付超71万辆，同比增长48%</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; 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