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艾利克
03-18
$小鹏汽车(XPEV)$
跌10个点,就加仓。
艾利克
03-11
$小鹏汽车(XPEV)$
小鹏真的是我的福股,9月那波靠小鹏赚了45个点,现在持有的小鹏又翻倍了。不过持有的其他股票亏钱的居多,作为蔚来车主,买过两次蔚来股票,都以割肉离场。
艾利克
03-01
$赤峰黄金(06693)$
这静态市盈率是不是有点高了?看同业才十几倍
艾利克
02-26
219.5
艾利克
02-25
100手,估计也比较难中签
艾利克
02-18
$三倍做多富时中国ETF-Direxion(YINN)$
个人小疑问,为啥做多是阴,做空是阳呢?老美是不懂这个,还是故意的,还是有什么其他说法?
艾利克
02-18
$布鲁可(00325)$
大盘涨了20个点,我倒亏15个点[笑哭] 算了,懒得动了,科技股涨了那么多,也不敢追了。炒炒猥琐的大A吧。
艾利克
02-11
$小鹏汽车(XPEV)$
今天买盘还挺强劲的,是阿里带起来的,还是卖空的买入平仓了
艾利克
02-10
说说你对这篇新闻的看法...
高盛解读资金流:基金”由硬转软“,资金逃离台韩股市,对冲基金增持中国
艾利克
02-08
这波行情感觉还在,但下周肯定要进入调整震荡期了。
艾利克
02-08
$小鹏汽车(XPEV)$
今天估计就这样了,散户今天疯狂的在卖出,应该是止盈了,加上投行评级下降导致的吧。
艾利克
02-07
$布鲁可(00325)$
终于把93.6的大卖单消耗完了,在这里搞了半天。
艾利克
02-07
$布鲁可(00325)$
拿不住的股友们赶紧低价卖了吧。股价下又下不去,总在这里徘徊。
艾利克
01-27
这篇文章不错,转发给大家看看
@狮子做趋势交易:思科当年跌去90%,达哥会跌多少?
$英伟达(NVDA)$
$iShares费城交易所半导体ETF(SOXX)$
$思科(CSCO)$
艾利克
01-27
$英伟达(NVDA)$
我不是太懂什么大模型, 但是deepseek属于软件吧,是需要硬件支撑的吧,就算她很厉害,如果大规模推广,那么也是需要大规模的硬件来支撑的吧。个人浅见
艾利克
01-27
$小鹏汽车-W(09868)$
3次冲击60都没有站稳,后面股价会往下走了。不清仓不减仓,坚定看多,下跌就是加仓机会。
艾利克
01-22
$布鲁可(00325)$
这个价格,往上的话,卖盘会逐步加大,被套的获利的都在想跑,向上的动能会变小,但坚定持有。等24年年报出来再决定是否继续持有。
艾利克
01-21
$小鹏汽车-W(09868)$
还以为今天港股会被大A带下来,就把小鹏清仓了,没想到清仓后就起飞了[笑哭]
艾利克
01-16
好的,加仓
艾利克
01-15
$英伟达(NVDA)$
今天会跳水嘛?
去老虎APP查看更多动态
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这静态市盈率是不是有点高了?看同业才十几倍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408646098841928","isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407799405257016,"gmtCreate":1740575503815,"gmtModify":1740575504723,"author":{"id":"3572923745096038","authorId":"3572923745096038","name":"艾利克","avatar":"https://static.tigerbbs.com/38c157f119503362ec91004ee318384c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572923745096038","authorIdStr":"3572923745096038"},"themes":[],"htmlText":"219.5","listText":"219.5","text":"219.5","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407799405257016","isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":407380445442224,"gmtCreate":1740479127620,"gmtModify":1740539178451,"author":{"id":"3572923745096038","authorId":"3572923745096038","name":"艾利克","avatar":"https://static.tigerbbs.com/38c157f119503362ec91004ee318384c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572923745096038","authorIdStr":"3572923745096038"},"themes":[],"htmlText":"100手,估计也比较难中签","listText":"100手,估计也比较难中签","text":"100手,估计也比较难中签","images":[{"img":"https://static.tigerbbs.com/d3d193d8ee762c038adb01b9eb7e5a90"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407380445442224","isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":404873179853432,"gmtCreate":1739870448426,"gmtModify":1739870449729,"author":{"id":"3572923745096038","authorId":"3572923745096038","name":"艾利克","avatar":"https://static.tigerbbs.com/38c157f119503362ec91004ee318384c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572923745096038","authorIdStr":"3572923745096038"},"themes":[],"htmlText":"<a 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算了,懒得动了,科技股涨了那么多,也不敢追了。炒炒猥琐的大A吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/404793368257240","isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4195469937236302","authorId":"4195469937236302","name":"太空小飞侠","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"idStr":"4195469937236302","authorIdStr":"4195469937236302"},"content":"这家公司最大的钳制是,如果今年不能给亚洲九国奥特曼IP授权续约成功,从明年开始,总营收可能是下滑的。有这样一个大bug公司没解决的情况下,消费公募是不敢配置的。再加上2024年财报也没出来,2025年指引也还没看到。能确定这是一家很有潜力的公司,但是买入时机未到,离场观望。","text":"这家公司最大的钳制是,如果今年不能给亚洲九国奥特曼IP授权续约成功,从明年开始,总营收可能是下滑的。有这样一个大bug公司没解决的情况下,消费公募是不敢配置的。再加上2024年财报也没出来,2025年指引也还没看到。能确定这是一家很有潜力的公司,但是买入时机未到,离场观望。","html":"这家公司最大的钳制是,如果今年不能给亚洲九国奥特曼IP授权续约成功,从明年开始,总营收可能是下滑的。有这样一个大bug公司没解决的情况下,消费公募是不敢配置的。再加上2024年财报也没出来,2025年指引也还没看到。能确定这是一家很有潜力的公司,但是买入时机未到,离场观望。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402503360462880,"gmtCreate":1739285651352,"gmtModify":1739285652867,"author":{"id":"3572923745096038","authorId":"3572923745096038","name":"艾利克","avatar":"https://static.tigerbbs.com/38c157f119503362ec91004ee318384c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572923745096038","authorIdStr":"3572923745096038"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a> 今天买盘还挺强劲的,是阿里带起来的,还是卖空的买入平仓了","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a> 今天买盘还挺强劲的,是阿里带起来的,还是卖空的买入平仓了","text":"$小鹏汽车(XPEV)$ 今天买盘还挺强劲的,是阿里带起来的,还是卖空的买入平仓了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402503360462880","isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401989349393048,"gmtCreate":1739149175760,"gmtModify":1739149177228,"author":{"id":"3572923745096038","authorId":"3572923745096038","name":"艾利克","avatar":"https://static.tigerbbs.com/38c157f119503362ec91004ee318384c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572923745096038","authorIdStr":"3572923745096038"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401989349393048","repostId":"2510076779","repostType":2,"repost":{"id":"2510076779","kind":"news","pubTimestamp":1739147134,"share":"https://www.laohu8.com/m/news/2510076779?lang=&edition=full","pubTime":"2025-02-10 08:25","market":"hk","language":"zh","title":"高盛解读资金流:基金”由硬转软“,资金逃离台韩股市,对冲基金增持中国","url":"https://stock-news.laohu8.com/highlight/detail?id=2510076779","media":"华尔街见闻","summary":"据高盛数据,自1月27日DeepSeek发布以来,除中国外的新兴亚洲地区出现30亿美元资金外流,主要来自韩国和中国台湾市场(各10亿美元)。同时资金从硬科技向软科技转移的趋势也在DeepSeek发布后加剧。","content":"<html><head></head><body><p>DeepSeek正在改变全球资金流动趋势。</p><p>据<a href=\"https://laohu8.com/S/GS\">高盛</a>数据,<strong>自1月27日DeepSeek发布以来,除中国外的新兴亚洲地区出现30亿美元资金外流,主要来自韩国和中国台湾市场(各10亿美元)。这反映出投资者正在重新评估科技行业内部的投资机会。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/796b802d542d8bfc3d12ad67e67228a4\" tg-width=\"473\" tg-height=\"346\"/></p><p>高盛报告指出,过去三个月,新兴市场和亚洲共同基金的配置正逐步从硬科技向软科技转移。这一趋势在1月底人工智能公司DeepSeek发布重要消息后更为明显。</p><p>同时,对冲基金对中国股票态度微妙变化。根据高盛Prime Services数据,1月份中国股票(包括在岸和离岸)出现适度净买入,风险偏好有所回升。不过,多空比率从近期高点回落。全球Prime账簿中对中国的配置仍处于5年低点附近,1月末净配置比例为7.1%。</p><p>从上周单周数据来看,除中国AH股外的新兴亚洲市场出现17亿美元的外资净流出,其中中国台湾市场流出最多,达8亿美元。印度、韩国和东盟国家和地区的外资流出规模分别为4亿美元、2亿美元和2亿美元。</p><p>非亚洲新兴市场同样面临资金压力,上周净流出2亿美元,主要来自巴西(1亿美元)和南非(5700万美元)。</p><p>相比之下,中国内地与中国香港股市间的互联互通资金流向较为乐观。春节后南向资金(内地投资者买入港股)流入有所放缓,但上周仍录得6亿美元净流入,今年以来累计流入已达170亿美元。</p></body></html>","source":"wallstreetcn_hot_news","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>高盛解读资金流:基金”由硬转软“,资金逃离台韩股市,对冲基金增持中国</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4b6684517506a0b0f4c4c5a1c4889261","relate_stocks":{"IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4552":"Archegos爆仓风波概念","LU2237443895.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4504":"桥水持仓","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","BK4127":"投资银行业与经纪业","IE00B19Z3B42.SGD":"Legg Mason 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href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a> 今天估计就这样了,散户今天疯狂的在卖出,应该是止盈了,加上投行评级下降导致的吧。","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a> 今天估计就这样了,散户今天疯狂的在卖出,应该是止盈了,加上投行评级下降导致的吧。","text":"$小鹏汽车(XPEV)$ 今天估计就这样了,散户今天疯狂的在卖出,应该是止盈了,加上投行评级下降导致的吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401147641893152","isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400966958203552,"gmtCreate":1738899569426,"gmtModify":1738899571303,"author":{"id":"3572923745096038","authorId":"3572923745096038","name":"艾利克","avatar":"https://static.tigerbbs.com/38c157f119503362ec91004ee318384c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572923745096038","authorIdStr":"3572923745096038"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00325\">$布鲁可(00325)$</a> 终于把93.6的大卖单消耗完了,在这里搞了半天。","listText":"<a href=\"https://laohu8.com/S/00325\">$布鲁可(00325)$</a> 终于把93.6的大卖单消耗完了,在这里搞了半天。","text":"$布鲁可(00325)$ 终于把93.6的大卖单消耗完了,在这里搞了半天。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400966958203552","isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400955613241704,"gmtCreate":1738897284957,"gmtModify":1738897286311,"author":{"id":"3572923745096038","authorId":"3572923745096038","name":"艾利克","avatar":"https://static.tigerbbs.com/38c157f119503362ec91004ee318384c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572923745096038","authorIdStr":"3572923745096038"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00325\">$布鲁可(00325)$</a> 拿不住的股友们赶紧低价卖了吧。股价下又下不去,总在这里徘徊。","listText":"<a href=\"https://laohu8.com/S/00325\">$布鲁可(00325)$</a> 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明天祝大家发财。我先下车了。","images":[{"img":"https://static.tigerbbs.com/f1979f3aebf4ee1f016a4461b66a8485","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/390615447970264","isVote":1,"tweetType":1,"viewCount":6095,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4199594410573430","authorId":"4199594410573430","name":"十两博千金","avatar":"https://static.tigerbbs.com/701ff6661f1f806d0c22c131d3042ec6","crmLevel":2,"crmLevelSwitch":0,"idStr":"4199594410573430","authorIdStr":"4199594410573430"},"content":"港股难中吗","text":"港股难中吗","html":"港股难中吗"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":382444818727096,"gmtCreate":1734401264377,"gmtModify":1734401268810,"author":{"id":"3572923745096038","authorId":"3572923745096038","name":"艾利克","avatar":"https://static.tigerbbs.com/38c157f119503362ec91004ee318384c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572923745096038","authorIdStr":"3572923745096038"},"themes":[],"htmlText":"<a 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看着估值有点高啊,德赛西威市销率大概是4,这股都到17了,不过这种股票还要看成长性。大神们分析一下,这股能打吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/382444818727096","isVote":1,"tweetType":1,"viewCount":2938,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494366699336926","authorId":"3494366699336926","name":"爸爸你在哪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3494366699336926","authorIdStr":"3494366699336926"},"content":"你看小马和文远","text":"你看小马和文远","html":"你看小马和文远"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387797804962320,"gmtCreate":1735717054095,"gmtModify":1735717056321,"author":{"id":"3572923745096038","authorId":"3572923745096038","name":"艾利克","avatar":"https://static.tigerbbs.com/38c157f119503362ec91004ee318384c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572923745096038","authorIdStr":"3572923745096038"},"themes":[],"htmlText":"只达到了Q4销量指引下限,估计股价会跌。","listText":"只达到了Q4销量指引下限,估计股价会跌。","text":"只达到了Q4销量指引下限,估计股价会跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/387797804962320","repostId":"1163109237","repostType":2,"repost":{"id":"1163109237","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":1735715915,"share":"https://www.laohu8.com/m/news/1163109237?lang=&edition=full","pubTime":"2025-01-01 15:18","market":"us","language":"zh","title":"蔚来2024年12月交付31138辆汽车,同比增长72.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1163109237","media":"老虎资讯综合","summary":"蔚来2024年12月交付31138辆汽车,同比增长72.9%;其中,蔚来品牌交付新车20,610台;乐道品牌交付新车10,528台。2024年全年,蔚来公司共交付新车221,970台,同比增长38.7%。其中,蔚来品牌交付新车201,209台,同比增长25.7%;乐道品牌交付新车20,761台。截至目前,蔚来品牌累计交付新车650,803台;乐道品牌累计交付新车20,761台;蔚来公司已累计交付新车671,564台。","content":"<html><head></head><body><p>蔚来2024年12月交付31138辆汽车,同比增长72.9%;其中,蔚来品牌交付新车20,610台;乐道品牌交付新车10,528台。</p><p>2024年全年,蔚来公司共交付新车221,970台,同比增长38.7%。其中,蔚来品牌交付新车201,209台,同比增长25.7%;乐道品牌交付新车20,761台。截至目前,蔚来品牌累计交付新车650,803台;乐道品牌累计交付新车20,761台;蔚来公司已累计交付新车671,564台。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/175d52e9e0c08c6035630d3d78a903c6\" tg-width=\"992\" tg-height=\"2796\"/></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>蔚来2024年12月交付31138辆汽车,同比增长72.9%</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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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-01-01 15:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>蔚来2024年12月交付31138辆汽车,同比增长72.9%;其中,蔚来品牌交付新车20,610台;乐道品牌交付新车10,528台。</p><p>2024年全年,蔚来公司共交付新车221,970台,同比增长38.7%。其中,蔚来品牌交付新车201,209台,同比增长25.7%;乐道品牌交付新车20,761台。截至目前,蔚来品牌累计交付新车650,803台;乐道品牌累计交付新车20,761台;蔚来公司已累计交付新车671,564台。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/175d52e9e0c08c6035630d3d78a903c6\" tg-width=\"992\" tg-height=\"2796\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163109237","content_text":"蔚来2024年12月交付31138辆汽车,同比增长72.9%;其中,蔚来品牌交付新车20,610台;乐道品牌交付新车10,528台。2024年全年,蔚来公司共交付新车221,970台,同比增长38.7%。其中,蔚来品牌交付新车201,209台,同比增长25.7%;乐道品牌交付新车20,761台。截至目前,蔚来品牌累计交付新车650,803台;乐道品牌累计交付新车20,761台;蔚来公司已累计交付新车671,564台。","news_type":1},"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561513126769192","authorId":"3561513126769192","name":"退休阿姨 前蔚来汽车员工","avatar":"https://static.tigerbbs.com/3ba6464d5cb9f2b7bc72ccb769f12c94","crmLevel":2,"crmLevelSwitch":0,"idStr":"3561513126769192","authorIdStr":"3561513126769192"},"content":"股价都没啥下跌空间了[汗颜]","text":"股价都没啥下跌空间了[汗颜]","html":"股价都没啥下跌空间了[汗颜]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392498445558280,"gmtCreate":1736870392753,"gmtModify":1736870394126,"author":{"id":"3572923745096038","authorId":"3572923745096038","name":"艾利克","avatar":"https://static.tigerbbs.com/38c157f119503362ec91004ee318384c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572923745096038","authorIdStr":"3572923745096038"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 今天单边下跌嘛?我第一次买达子,就吃了个鳖[笑哭] ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 今天单边下跌嘛?我第一次买达子,就吃了个鳖[笑哭] ","text":"$英伟达(NVDA)$ 今天单边下跌嘛?我第一次买达子,就吃了个鳖[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/392498445558280","isVote":1,"tweetType":1,"viewCount":1803,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4101559114389140","authorId":"4101559114389140","name":"反抗不够激烈","avatar":"https://static.tigerbbs.com/a63aee8c3f209633ecd5c81f118b636a","crmLevel":7,"crmLevelSwitch":0,"idStr":"4101559114389140","authorIdStr":"4101559114389140"},"content":"每次少买一点,越跌越买就行。","text":"每次少买一点,越跌越买就行。","html":"每次少买一点,越跌越买就行。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372674775327008,"gmtCreate":1732027688735,"gmtModify":1732027690215,"author":{"id":"3572923745096038","authorId":"3572923745096038","name":"艾利克","avatar":"https://static.tigerbbs.com/38c157f119503362ec91004ee318384c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572923745096038","authorIdStr":"3572923745096038"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a> 中概跟大A一样,不能以正常思维来做投资。被大A教育一遍后,再被中概教育一遍。","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a> 中概跟大A一样,不能以正常思维来做投资。被大A教育一遍后,再被中概教育一遍。","text":"$小鹏汽车(XPEV)$ 中概跟大A一样,不能以正常思维来做投资。被大A教育一遍后,再被中概教育一遍。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/372674775327008","isVote":1,"tweetType":1,"viewCount":2111,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3519617602198398","authorId":"3519617602198398","name":"看得准拿的稳","avatar":"https://static.tigerbbs.com/ae02907006f8c4163c83681bdd0f88c0","crmLevel":2,"crmLevelSwitch":0,"idStr":"3519617602198398","authorIdStr":"3519617602198398"},"content":"不要质疑自己,现在只不过是短期利好出尽而已,在财报之前已经涨了很多了,预期比事实重要!这正是机会啊,现在和明年四季报比,还是便宜的","text":"不要质疑自己,现在只不过是短期利好出尽而已,在财报之前已经涨了很多了,预期比事实重要!这正是机会啊,现在和明年四季报比,还是便宜的","html":"不要质疑自己,现在只不过是短期利好出尽而已,在财报之前已经涨了很多了,预期比事实重要!这正是机会啊,现在和明年四季报比,还是便宜的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397122749354496,"gmtCreate":1737975961963,"gmtModify":1737975963744,"author":{"id":"3572923745096038","authorId":"3572923745096038","name":"艾利克","avatar":"https://static.tigerbbs.com/38c157f119503362ec91004ee318384c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572923745096038","authorIdStr":"3572923745096038"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 我不是太懂什么大模型, 但是deepseek属于软件吧,是需要硬件支撑的吧,就算她很厉害,如果大规模推广,那么也是需要大规模的硬件来支撑的吧。个人浅见 ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 我不是太懂什么大模型, 但是deepseek属于软件吧,是需要硬件支撑的吧,就算她很厉害,如果大规模推广,那么也是需要大规模的硬件来支撑的吧。个人浅见 ","text":"$英伟达(NVDA)$ 我不是太懂什么大模型, 但是deepseek属于软件吧,是需要硬件支撑的吧,就算她很厉害,如果大规模推广,那么也是需要大规模的硬件来支撑的吧。个人浅见 ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/397122749354496","isVote":1,"tweetType":1,"viewCount":942,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3447622334027512","authorId":"3447622334027512","name":"白夜行","avatar":"https://static.tigerbbs.com/e8e3c1273a341174b59527ff6dc99446","crmLevel":2,"crmLevelSwitch":1,"idStr":"3447622334027512","authorIdStr":"3447622334027512"},"content":"主要是预期的问题,加入成本降至一成,要翻10倍,才能弥补啊。。。","text":"主要是预期的问题,加入成本降至一成,要翻10倍,才能弥补啊。。。","html":"主要是预期的问题,加入成本降至一成,要翻10倍,才能弥补啊。。。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378631156764776,"gmtCreate":1733469697818,"gmtModify":1733470595725,"author":{"id":"3572923745096038","authorId":"3572923745096038","name":"艾利克","avatar":"https://static.tigerbbs.com/38c157f119503362ec91004ee318384c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572923745096038","authorIdStr":"3572923745096038"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02586\">$多点数智(02586)$</a> 以为是抄底,这才是真实的抄底。","listText":"<a href=\"https://laohu8.com/S/02586\">$多点数智(02586)$</a> 以为是抄底,这才是真实的抄底。","text":"$多点数智(02586)$ 以为是抄底,这才是真实的抄底。","images":[{"img":"https://static.tigerbbs.com/cb0ab097a5ebb3855a1898942652a399","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/378631156764776","isVote":1,"tweetType":1,"viewCount":1087,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572923745096038","authorId":"3572923745096038","name":"艾利克","avatar":"https://static.tigerbbs.com/38c157f119503362ec91004ee318384c","crmLevel":5,"crmLevelSwitch":0,"idStr":"3572923745096038","authorIdStr":"3572923745096038"},"content":"继续持有吧。过段时间再看看。","text":"继续持有吧。过段时间再看看。","html":"继续持有吧。过段时间再看看。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":404873179853432,"gmtCreate":1739870448426,"gmtModify":1739870449729,"author":{"id":"3572923745096038","authorId":"3572923745096038","name":"艾利克","avatar":"https://static.tigerbbs.com/38c157f119503362ec91004ee318384c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572923745096038","authorIdStr":"3572923745096038"},"themes":[],"htmlText":"<a 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开仓了小鹏,预计今天低开高走[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380854156488744","isVote":1,"tweetType":1,"viewCount":1188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407380445442224,"gmtCreate":1740479127620,"gmtModify":1740539178451,"author":{"id":"3572923745096038","authorId":"3572923745096038","name":"艾利克","avatar":"https://static.tigerbbs.com/38c157f119503362ec91004ee318384c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572923745096038","authorIdStr":"3572923745096038"},"themes":[],"htmlText":"100手,估计也比较难中签","listText":"100手,估计也比较难中签","text":"100手,估计也比较难中签","images":[{"img":"https://static.tigerbbs.com/d3d193d8ee762c038adb01b9eb7e5a90"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407380445442224","isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":397039621694040,"gmtCreate":1737956086924,"gmtModify":1737956088195,"author":{"id":"3572923745096038","authorId":"3572923745096038","name":"艾利克","avatar":"https://static.tigerbbs.com/38c157f119503362ec91004ee318384c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572923745096038","authorIdStr":"3572923745096038"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a><v-v data-views=\"1\"></v-v> 3次冲击60都没有站稳,后面股价会往下走了。不清仓不减仓,坚定看多,下跌就是加仓机会。","listText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a><v-v data-views=\"1\"></v-v> 3次冲击60都没有站稳,后面股价会往下走了。不清仓不减仓,坚定看多,下跌就是加仓机会。","text":"$小鹏汽车-W(09868)$ 3次冲击60都没有站稳,后面股价会往下走了。不清仓不减仓,坚定看多,下跌就是加仓机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397039621694040","isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376149652930968,"gmtCreate":1732838654846,"gmtModify":1732838658317,"author":{"id":"3572923745096038","authorId":"3572923745096038","name":"艾利克","avatar":"https://static.tigerbbs.com/38c157f119503362ec91004ee318384c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572923745096038","authorIdStr":"3572923745096038"},"themes":[],"htmlText":"明年失业率将会进一步提升,股市起不来的话,消费更加不行了。消费不行,企业不增收,再进一步裁员将本,这样螺旋式下降。","listText":"明年失业率将会进一步提升,股市起不来的话,消费更加不行了。消费不行,企业不增收,再进一步裁员将本,这样螺旋式下降。","text":"明年失业率将会进一步提升,股市起不来的话,消费更加不行了。消费不行,企业不增收,再进一步裁员将本,这样螺旋式下降。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376149652930968","repostId":"2487325985","repostType":2,"repost":{"id":"2487325985","kind":"news","pubTimestamp":1732836015,"share":"https://www.laohu8.com/m/news/2487325985?lang=&edition=full","pubTime":"2024-11-29 07:20","market":"us","language":"zh","title":"多家车企要求供应商降价 特斯拉发声:与供应商伙伴同生共赢","url":"https://stock-news.laohu8.com/highlight/detail?id=2487325985","media":"sina","summary":"在$比亚迪$传出要某家供应商降价10%后,日前,网络传出上汽大通邀请供应商参与成本控制项目,目标降本10%。在多家车企要求供应商降低价格的背景下,$特斯拉$发声了。11月28日,特斯拉公司副总裁陶琳在微博发文称,对供应商付款周期已缩至90天左右,与供应商伙伴同生共赢。拉长回款周期是目前不少车企对供应商惯用的变相降本手段。当前汽车市场供大于求的问题突出,这与供给过剩、需求不足的矛盾密切相关。","content":"<html><head></head><body><p>在<a href=\"https://laohu8.com/S/002594\">比亚迪</a>传出要某家供应商降价10%后,日前,网络传出上汽大通邀请供应商参与成本控制项目,目标降本10%。</p><p>在多家车企要求供应商降低价格的背景下,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>发声了。11月28日,特斯拉公司副总裁陶琳在微博发文称,对供应商付款周期已缩至90天左右,与供应商伙伴同生共赢。</p><p><strong>陶琳:</strong>特斯拉付款周期90天左右</p><p>28日,陶琳发文称,2024年特斯拉对供应链伙伴的付款周期比去年进一步缩短,现在只需要90天左右。她介绍,上海超级工厂95%以上的零部件都来自本土的供应商,特斯拉在中国乃至全球所取得的成绩都与这些伙伴密不可分。</p><p>“与供应商伙伴同生共赢,通过技术革新来增效降本,企业才能走得更远,行业才能更繁荣,消费者才能持续得到最棒的产品。”陶琳强调。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e574f37e778282e79a898005d140dde5\" tg-width=\"638\" tg-height=\"325\"/></p><p>她还贴出了一张中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车制造商向供应商付款时间变化示意图,有部分公司的付款时间不仅没有逐年缩短,反而明显拉长。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/66802383f2a2dcb6de7c53e47efe7eef\" tg-width=\"690\" tg-height=\"798\"/></p><p>来源:特斯拉公司副总裁陶琳微博</p><p>随后,陶琳又补充说,降本要靠技术革新和减少不必要支出,并重申保障供应商利益。</p><p>她写道,“该省省该花花。给供应商快速回款,并不意味着需要提高产品价格。因为,成本控制=技术革新提升效率+减少一切不必要的花费(比如<a href=\"https://laohu8.com/S/DLX\">豪华</a>接待中心、广告费、高管办公室……尤其是错误的商业/技术决策带来的损失)。保障供应商利益的同时,我们在研发和生产上持续投入,力求给消费者更好的价格和产品。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/93bd23eb5a53e1d95dca385388f1ea1e\" tg-width=\"632\" tg-height=\"223\"/></p><p>陶琳提到的付款周期对于供应商来说意义重大。拉长回款周期是目前不少车企对供应商惯用的变相降本手段。原本三四个月的付款周期,有的车企甚至延长至半年到一年,尤其是中小型供应商很容易面临资金链问题。</p><p>据统计,<a href=\"https://laohu8.com/S/600030\">中信证券</a>汽车零部件A股上市公司总计204家,<strong>2020年年末应收账款余额1408.80亿元,到2023年增长至2318亿元,增幅64.57%,今年三季度进一步增长至2446.69亿元。</strong></p><p>当然,这些公司的收入也在增长,2020年收入总和为6694.4亿元,2023年增长至9434.06亿元,增幅40.9%。可见,汽车零部件行业的收入增幅要远低于应收账款增幅,即相当部分增加的收入实际是以账款的增加为代价的,体现在应收账款周转天数上,<strong>上述204家公司2020年算术平均数还不到100天,到今年三季度就已经拉长到107.76天。</strong></p><p>具体到企业身上,应收账款带来的压力更为显著。以<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>座舱、智能驾驶和网联服务供应商<a href=\"https://laohu8.com/S/002920\">德赛西威</a>为例,2020年年末,其应收账款余额还不到20亿元,到2024年三季度就已经膨胀至86.35亿元,增长超过3倍,但同期公司营收只增长了1.8倍。</p><p>另以终止IPO的汽车供应商上海紫江新材料科技股份有限公司为例,在回复监管问询时,紫江新材表示,2019年、2020年、2021年和2022年上半年,公司应收账款账面价值分别为0.71亿元、1.09亿元、1.93亿元和3.16亿元,占总资产比例超过30%。各报告期末,比亚迪应收账款余额占比超过70%,比亚迪供应链采用“迪链”供应链票据,信用期为7个月,“该信用政策高于可比公司、高于公司其他客户,也高于比亚迪对其他供应商给予的信用期”。</p><p>整车企业这边,据第一财经报道,以“应付账款周转天数”为指标,整车企业之间差异巨大,具体如下表所示:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/31cca2c16d708b80c2df26a153f5ee03\" tg-width=\"600\" tg-height=\"467\"/></p><p>值得注意的是,应付账款周转天数并不完全等同于车企给供应商的付款周期。根据释义,应付账款周转天数又称平均付现期,是衡量公司需要多长时间付清供应商欠款的一个指标。Wind提供的应付账款周转天数是根据应付账款周转率计算得出,而应付账款周转率=(2*营业成本)÷(期初应付账款+期末应付账款)。</p><p><strong>又一主机厂希望供应商降价?</strong></p><p>在汽车价格战等因素的推动之下,近日部分车企开始向上游供应商“砍价”,引发市场关注。</p><p>在比亚迪传出要某家供应商降价10%后,网络上传出另一家主机厂也向其供应商提出了相似的要求。</p><p>网络传出的一张邮件截图显示,上汽大通邀请供应商伙伴共同参与到成本控制的大项目中。在邮件中,上汽大通方面表示:“通过双方的紧密合作,我们可以共同开发出更具成本效益的解决方案,实现双赢的局面。进一步加强管理、提升质量、改进服务、提升效率、降低成本,提升复杂形势压力下的生存能力,目标(是)降本10%。”</p><p>值得一提的是,上汽大通在邮件中与供应商进行了降本方向的可行性探讨和建议。比如,生产工艺改进;鼓励供应商利用自身的专业优势与上汽大通协同设计,主动对零部件成本进行系统性优化,科学大胆提供VAVE(Value Analysis&Value Engineering,指价值分析和价值工程)提案;供应商能与上汽大通物流团队共同优化物流配送系统等。对于上述信息的真实性,截至记者发稿,上汽大通方面并未回应。</p><p>实际上,主机厂与供应商的年度议价是行业常规动作。“以前,(和客户的)年度价格谈判一般只需年初谈一次,过去这几年则变成了一年中间始终在进行价格谈判。双方要谈好几次才能达成一致,所以(主机厂)给的压力是非常大的。”一位汽车供应商的管理高层告诉《每日经济新闻》记者。</p><p>对于希望供应商降价的原因,网络流传的“2025年比亚迪乘用车降本要求”的邮件截图显示,2025年将是车市“决战”之年,淘汰赛将会加剧。面对竞争,比亚迪需要保持竞争力。</p><p>上汽大通方面表示,2024年初,比亚迪、特斯拉等品牌纷纷降价,拉开了新一轮价格战的序幕。随着新能源汽车和燃油车的份额和价格之争更加白热化,预计到2025年或2026年,汽车市场企业竞争格局将逐步明朗。当前汽车市场供大于求的问题突出,这与供给过剩、需求不足的矛盾密切相关。随着新车大量上市,市场的供需失衡状况预计在短期内难以得到根本改善,导致价格战难以平息。</p><p>“主机厂和供应商的年度议价等信息流出也说明行业的内卷没有停止,行业价格战不会停止。”一位汽车行业分析师认为,明年价格战已经在酝酿。</p><p></p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>多家车企要求供应商降价 特斯拉发声:与供应商伙伴同生共赢</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多家车企要求供应商降价 特斯拉发声:与供应商伙伴同生共赢\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-29 07:20 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241129051611a25d474b&s=b><strong>sina</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在比亚迪传出要某家供应商降价10%后,日前,网络传出上汽大通邀请供应商参与成本控制项目,目标降本10%。在多家车企要求供应商降低价格的背景下,特斯拉发声了。11月28日,特斯拉公司副总裁陶琳在微博发文称,对供应商付款周期已缩至90天左右,与供应商伙伴同生共赢。陶琳:特斯拉付款周期90天左右28日,陶琳发文称,2024年特斯拉对供应链伙伴的付款周期比去年进一步缩短,现在只需要90天左右。她介绍,上海...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241129051611a25d474b&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/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"LU0823411888.USD":"法巴消费创新基金 Cap","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4548":"巴美列捷福持仓","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4598":"佩洛西持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","TSLL":"Direxion Daily TSLA Bull 2X 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ACC","TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241129051611a25d474b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2487325985","content_text":"在比亚迪传出要某家供应商降价10%后,日前,网络传出上汽大通邀请供应商参与成本控制项目,目标降本10%。在多家车企要求供应商降低价格的背景下,特斯拉发声了。11月28日,特斯拉公司副总裁陶琳在微博发文称,对供应商付款周期已缩至90天左右,与供应商伙伴同生共赢。陶琳:特斯拉付款周期90天左右28日,陶琳发文称,2024年特斯拉对供应链伙伴的付款周期比去年进一步缩短,现在只需要90天左右。她介绍,上海超级工厂95%以上的零部件都来自本土的供应商,特斯拉在中国乃至全球所取得的成绩都与这些伙伴密不可分。“与供应商伙伴同生共赢,通过技术革新来增效降本,企业才能走得更远,行业才能更繁荣,消费者才能持续得到最棒的产品。”陶琳强调。她还贴出了一张中国新能源汽车制造商向供应商付款时间变化示意图,有部分公司的付款时间不仅没有逐年缩短,反而明显拉长。来源:特斯拉公司副总裁陶琳微博随后,陶琳又补充说,降本要靠技术革新和减少不必要支出,并重申保障供应商利益。她写道,“该省省该花花。给供应商快速回款,并不意味着需要提高产品价格。因为,成本控制=技术革新提升效率+减少一切不必要的花费(比如豪华接待中心、广告费、高管办公室……尤其是错误的商业/技术决策带来的损失)。保障供应商利益的同时,我们在研发和生产上持续投入,力求给消费者更好的价格和产品。”陶琳提到的付款周期对于供应商来说意义重大。拉长回款周期是目前不少车企对供应商惯用的变相降本手段。原本三四个月的付款周期,有的车企甚至延长至半年到一年,尤其是中小型供应商很容易面临资金链问题。据统计,中信证券汽车零部件A股上市公司总计204家,2020年年末应收账款余额1408.80亿元,到2023年增长至2318亿元,增幅64.57%,今年三季度进一步增长至2446.69亿元。当然,这些公司的收入也在增长,2020年收入总和为6694.4亿元,2023年增长至9434.06亿元,增幅40.9%。可见,汽车零部件行业的收入增幅要远低于应收账款增幅,即相当部分增加的收入实际是以账款的增加为代价的,体现在应收账款周转天数上,上述204家公司2020年算术平均数还不到100天,到今年三季度就已经拉长到107.76天。具体到企业身上,应收账款带来的压力更为显著。以智能座舱、智能驾驶和网联服务供应商德赛西威为例,2020年年末,其应收账款余额还不到20亿元,到2024年三季度就已经膨胀至86.35亿元,增长超过3倍,但同期公司营收只增长了1.8倍。另以终止IPO的汽车供应商上海紫江新材料科技股份有限公司为例,在回复监管问询时,紫江新材表示,2019年、2020年、2021年和2022年上半年,公司应收账款账面价值分别为0.71亿元、1.09亿元、1.93亿元和3.16亿元,占总资产比例超过30%。各报告期末,比亚迪应收账款余额占比超过70%,比亚迪供应链采用“迪链”供应链票据,信用期为7个月,“该信用政策高于可比公司、高于公司其他客户,也高于比亚迪对其他供应商给予的信用期”。整车企业这边,据第一财经报道,以“应付账款周转天数”为指标,整车企业之间差异巨大,具体如下表所示:值得注意的是,应付账款周转天数并不完全等同于车企给供应商的付款周期。根据释义,应付账款周转天数又称平均付现期,是衡量公司需要多长时间付清供应商欠款的一个指标。Wind提供的应付账款周转天数是根据应付账款周转率计算得出,而应付账款周转率=(2*营业成本)÷(期初应付账款+期末应付账款)。又一主机厂希望供应商降价?在汽车价格战等因素的推动之下,近日部分车企开始向上游供应商“砍价”,引发市场关注。在比亚迪传出要某家供应商降价10%后,网络上传出另一家主机厂也向其供应商提出了相似的要求。网络传出的一张邮件截图显示,上汽大通邀请供应商伙伴共同参与到成本控制的大项目中。在邮件中,上汽大通方面表示:“通过双方的紧密合作,我们可以共同开发出更具成本效益的解决方案,实现双赢的局面。进一步加强管理、提升质量、改进服务、提升效率、降低成本,提升复杂形势压力下的生存能力,目标(是)降本10%。”值得一提的是,上汽大通在邮件中与供应商进行了降本方向的可行性探讨和建议。比如,生产工艺改进;鼓励供应商利用自身的专业优势与上汽大通协同设计,主动对零部件成本进行系统性优化,科学大胆提供VAVE(Value Analysis&Value Engineering,指价值分析和价值工程)提案;供应商能与上汽大通物流团队共同优化物流配送系统等。对于上述信息的真实性,截至记者发稿,上汽大通方面并未回应。实际上,主机厂与供应商的年度议价是行业常规动作。“以前,(和客户的)年度价格谈判一般只需年初谈一次,过去这几年则变成了一年中间始终在进行价格谈判。双方要谈好几次才能达成一致,所以(主机厂)给的压力是非常大的。”一位汽车供应商的管理高层告诉《每日经济新闻》记者。对于希望供应商降价的原因,网络流传的“2025年比亚迪乘用车降本要求”的邮件截图显示,2025年将是车市“决战”之年,淘汰赛将会加剧。面对竞争,比亚迪需要保持竞争力。上汽大通方面表示,2024年初,比亚迪、特斯拉等品牌纷纷降价,拉开了新一轮价格战的序幕。随着新能源汽车和燃油车的份额和价格之争更加白热化,预计到2025年或2026年,汽车市场企业竞争格局将逐步明朗。当前汽车市场供大于求的问题突出,这与供给过剩、需求不足的矛盾密切相关。随着新车大量上市,市场的供需失衡状况预计在短期内难以得到根本改善,导致价格战难以平息。“主机厂和供应商的年度议价等信息流出也说明行业的内卷没有停止,行业价格战不会停止。”一位汽车行业分析师认为,明年价格战已经在酝酿。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375507717783768,"gmtCreate":1732695171159,"gmtModify":1732695172934,"author":{"id":"3572923745096038","authorId":"3572923745096038","name":"艾利克","avatar":"https://static.tigerbbs.com/38c157f119503362ec91004ee318384c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572923745096038","authorIdStr":"3572923745096038"},"themes":[],"htmlText":"看来25年经济会更差","listText":"看来25年经济会更差","text":"看来25年经济会更差","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375507717783768","repostId":"1196147473","repostType":2,"repost":{"id":"1196147473","kind":"news","pubTimestamp":1732694515,"share":"https://www.laohu8.com/m/news/1196147473?lang=&edition=full","pubTime":"2024-11-27 16:01","market":"hk","language":"zh","title":"比亚迪回应要求供应商降价10%:年度议价是行业惯例","url":"https://stock-news.laohu8.com/highlight/detail?id=1196147473","media":"新浪财经","summary":"非强制要求,大家可协商推进。","content":"<html><head></head><body><p style=\"text-align: start;\">近日,网传一封有关比亚迪乘用车要求供应商降价的邮件称,2025年市场竞争将更加激烈,进入“大决战”、“淘汰赛”。为增强比亚迪乘用车竞争力,比亚迪需要整个供应链共同努力、持续降本。因此比亚迪对供应商所供货产品提出要求,即从2025年1月1日起降价10%。</p><p style=\"text-align: start;\">比亚迪品牌及公关处总经理李云飞回应称,与供应商的年度议价,是汽车行业的惯例。我们基于规模化大量采购,对供应商提出降价目标,非强制要求,大家可协商推进。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc217f12062bf47b09e3fd97e39d46cf\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"297\"/></p><p>网传比亚迪要求供应商降价的邮件。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e496ad2b0956c5beb9646e182d32d20\" alt=\"编者附 来源:网络 \" title=\"编者附 来源:网络 \" tg-width=\"359\" tg-height=\"532\"/><span>编者附 来源:网络 </span></p><p></p></body></html>","source":"XLCJ","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>比亚迪回应要求供应商降价10%:年度议价是行业惯例</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; 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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比亚迪回应要求供应商降价10%:年度议价是行业惯例\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-27 16:01 北京时间 <a href=https://finance.sina.com.cn/stock/marketresearch/2024-11-27/doc-incxnmts3655897.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日,网传一封有关比亚迪乘用车要求供应商降价的邮件称,2025年市场竞争将更加激烈,进入“大决战”、“淘汰赛”。为增强比亚迪乘用车竞争力,比亚迪需要整个供应链共同努力、持续降本。因此比亚迪对供应商所供货产品提出要求,即从2025年1月1日起降价10%。比亚迪品牌及公关处总经理李云飞回应称,与供应商的年度议价,是汽车行业的惯例。我们基于规模化大量采购,对供应商提出降价目标,非强制要求,大家可协商推进...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/marketresearch/2024-11-27/doc-incxnmts3655897.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/45e5e005a453a59287c71f4cbf428610","relate_stocks":{"01211":"比亚迪股份","002594":"比亚迪"},"source_url":"https://finance.sina.com.cn/stock/marketresearch/2024-11-27/doc-incxnmts3655897.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196147473","content_text":"近日,网传一封有关比亚迪乘用车要求供应商降价的邮件称,2025年市场竞争将更加激烈,进入“大决战”、“淘汰赛”。为增强比亚迪乘用车竞争力,比亚迪需要整个供应链共同努力、持续降本。因此比亚迪对供应商所供货产品提出要求,即从2025年1月1日起降价10%。比亚迪品牌及公关处总经理李云飞回应称,与供应商的年度议价,是汽车行业的惯例。我们基于规模化大量采购,对供应商提出降价目标,非强制要求,大家可协商推进。网传比亚迪要求供应商降价的邮件。编者附 来源:网络","news_type":1},"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414872636264872,"gmtCreate":1742305931989,"gmtModify":1742305933676,"author":{"id":"3572923745096038","authorId":"3572923745096038","name":"艾利克","avatar":"https://static.tigerbbs.com/38c157f119503362ec91004ee318384c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572923745096038","authorIdStr":"3572923745096038"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a> 跌10个点,就加仓。","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a> 跌10个点,就加仓。","text":"$小鹏汽车(XPEV)$ 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