我是小嫩韭菜呀的个人主页 - 老虎社区

我是小嫩韭菜呀

我是小嫩韭菜呀

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我是小嫩韭菜呀

2021-09-28

$Globalstar(GSAT)$ fast go up

我是小嫩韭菜呀

2021-08-26

$Liquidia Technologies Inc(LQDA)$Hodl

我是小嫩韭菜呀

2021-08-20

他们公司的赚钱不都是靠币吗[开心]

抱歉，原内容已删除

我是小嫩韭菜呀

2021-08-17

$Liquidia Technologies Inc(LQDA)$[流泪]

我是小嫩韭菜呀

2021-08-13

⬆️⬆️⬆️⬆️↗️↗️↗️

我是小嫩韭菜呀

2021-08-07

🐶

Tencent sued by the Haidian District Procuratorate

我是小嫩韭菜呀

2021-07-28

$Liquidia Technologies Inc(LQDA)$when can go up again

我是小嫩韭菜呀

2021-07-22

[Miser] [Miser] [Miser]

US stocks open mixed on Thursday, after rise in jobless claims

我是小嫩韭菜呀

2021-07-20

$ContextLogic Inc.(WISH)$buy!

我是小嫩韭菜呀

2021-07-16

[Miser] [Miser]

抱歉，原内容已删除

我是小嫩韭菜呀

2021-07-14

$Liquidia Technologies Inc(LQDA)$Up

我是小嫩韭菜呀

2021-07-13

$Liquidia Technologies Inc(LQDA)$up

我是小嫩韭菜呀

2021-07-12

[无语]

抱歉，原内容已删除

我是小嫩韭菜呀

2021-07-12

$BOS科技(BOSC)$up up

我是小嫩韭菜呀

2021-07-12

看看吧。太多政治因素。

国内车企们的特斯拉对抗史

我是小嫩韭菜呀

2021-07-12

观察list

我是小嫩韭菜呀

2021-07-09

crazy

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[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172276932","repostId":"1199303246","repostType":4,"repost":{"id":"1199303246","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626960676,"share":"https://ttm.financial/m/news/1199303246?lang=&edition=full","pubTime":"2021-07-22 21:31","market":"us","language":"en","title":"US stocks open mixed on Thursday, after rise in jobless claims","url":"https://stock-news.laohu8.com/highlight/detail?id=1199303246","media":"Tiger Newspress","summary":"Initial jobless claims jumped significantly last week as 419,000 Americans filed for jobless benefits for the first time .FFIE soared over 15% in morning trading. Faraday Future to Ring the Opening Bell at Nasdaq. LIVE<<. Texas Instruments is set to weigh on tech shares, down more than 4% in early trading.","content":"<p>(July 22)&nbsp;US stocks&nbsp;open mixed on Thursday,&nbsp;after rise in jobless claims.</p>\n<p><img src=\"https://static.tigerbbs.com/7a0d932e254fb8e9566e8d4e3df9c245\" tg-width=\"1242\" tg-height=\"555\" width=\"100%\" height=\"auto\"></p>\n<p>Initial jobless claims jumped significantly last week as 419,000 Americans filed for jobless benefits for the first time (well above the prior week's 368k and expectations of a 350k print).</p>\n<p>FFIE soared over 15% in morning trading.&nbsp;Faraday Future to Ring the Opening Bell&nbsp;at&nbsp;Nasdaq.&nbsp;<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216266938664455%22%7D&amp;feature=Push\" target=\"_blank\"><b>LIVE&lt;&lt;</b></a></p>\n<p><img src=\"https://static.tigerbbs.com/f435b9d26d1f4f62de59b3704700672e\" tg-width=\"704\" tg-height=\"486\" referrerpolicy=\"no-referrer\">Texas Instruments is set to weigh on tech shares, down more than 4% in early trading.</p>\n<p><img src=\"https://static.tigerbbs.com/8acafdc0c4a9bd231979337ca168df53\" tg-width=\"704\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p>","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>US stocks open mixed on Thursday, after rise in jobless claims</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\">\nUS stocks open mixed on Thursday, after rise in jobless claims\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-22 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(July 22)&nbsp;US stocks&nbsp;open mixed on Thursday,&nbsp;after rise in jobless claims.</p>\n<p><img src=\"https://static.tigerbbs.com/7a0d932e254fb8e9566e8d4e3df9c245\" tg-width=\"1242\" tg-height=\"555\" width=\"100%\" height=\"auto\"></p>\n<p>Initial jobless claims jumped significantly last week as 419,000 Americans filed for jobless benefits for the first time (well above the prior week's 368k and expectations of a 350k print).</p>\n<p>FFIE soared over 15% in morning trading.&nbsp;Faraday Future to Ring the Opening Bell&nbsp;at&nbsp;Nasdaq.&nbsp;<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216266938664455%22%7D&amp;feature=Push\" target=\"_blank\"><b>LIVE&lt;&lt;</b></a></p>\n<p><img src=\"https://static.tigerbbs.com/f435b9d26d1f4f62de59b3704700672e\" tg-width=\"704\" tg-height=\"486\" referrerpolicy=\"no-referrer\">Texas Instruments is set to weigh on tech shares, down more than 4% in early trading.</p>\n<p><img src=\"https://static.tigerbbs.com/8acafdc0c4a9bd231979337ca168df53\" tg-width=\"704\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199303246","content_text":"(July 22) US stocks open mixed on Thursday, after rise in jobless claims.\n\nInitial jobless claims jumped significantly last week as 419,000 Americans filed for jobless benefits for the first time (well above the prior week's 368k and expectations of a 350k print).\nFFIE soared over 15% in morning trading. Faraday Future to Ring the Opening Bell at Nasdaq. LIVE<<\nTexas Instruments is set to weigh on tech shares, down more than 4% in early trading.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178316179,"gmtCreate":1626788170691,"gmtModify":1631891712269,"author":{"id":"4088590779250400","authorId":"4088590779250400","name":"我是小嫩韭菜呀","avatar":"https://static.tigerbbs.com/24f7eeb59c8d2a1cb8d5a36fa6f8e62d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088590779250400","authorIdStr":"4088590779250400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>buy!","listText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>buy!","text":"$ContextLogic Inc.(WISH)$buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178316179","isVote":1,"tweetType":1,"viewCount":2062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170133606,"gmtCreate":1626410682105,"gmtModify":1631891712306,"author":{"id":"4088590779250400","authorId":"4088590779250400","name":"我是小嫩韭菜呀","avatar":"https://static.tigerbbs.com/24f7eeb59c8d2a1cb8d5a36fa6f8e62d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088590779250400","authorIdStr":"4088590779250400"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] 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Inc(LQDA)$Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145224681","isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145024698,"gmtCreate":1626184057314,"gmtModify":1631891712320,"author":{"id":"4088590779250400","authorId":"4088590779250400","name":"我是小嫩韭菜呀","avatar":"https://static.tigerbbs.com/24f7eeb59c8d2a1cb8d5a36fa6f8e62d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088590779250400","authorIdStr":"4088590779250400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LQDA\">$Liquidia Technologies Inc(LQDA)$</a>up","listText":"<a href=\"https://laohu8.com/S/LQDA\">$Liquidia Technologies Inc(LQDA)$</a>up","text":"$Liquidia Technologies Inc(LQDA)$up","images":[{"img":"https://static.tigerbbs.com/c55c57d38087aeea654ed42fe7e83346","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145024698","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":146783789,"gmtCreate":1626099412341,"gmtModify":1633930126782,"author":{"id":"4088590779250400","authorId":"4088590779250400","name":"我是小嫩韭菜呀","avatar":"https://static.tigerbbs.com/24f7eeb59c8d2a1cb8d5a36fa6f8e62d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088590779250400","authorIdStr":"4088590779250400"},"themes":[],"htmlText":"[无语]&nbsp;","listText":"[无语]&nbsp;","text":"[无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146783789","repostId":"2150300590","repostType":4,"isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146780648,"gmtCreate":1626099349684,"gmtModify":1631888616953,"author":{"id":"4088590779250400","authorId":"4088590779250400","name":"我是小嫩韭菜呀","avatar":"https://static.tigerbbs.com/24f7eeb59c8d2a1cb8d5a36fa6f8e62d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088590779250400","authorIdStr":"4088590779250400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BOSC\">$BOS科技(BOSC)$</a>up up","listText":"<a href=\"https://laohu8.com/S/BOSC\">$BOS科技(BOSC)$</a>up up","text":"$BOS科技(BOSC)$up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146780648","isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146711056,"gmtCreate":1626099126975,"gmtModify":1633930133390,"author":{"id":"4088590779250400","authorId":"4088590779250400","name":"我是小嫩韭菜呀","avatar":"https://static.tigerbbs.com/24f7eeb59c8d2a1cb8d5a36fa6f8e62d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088590779250400","authorIdStr":"4088590779250400"},"themes":[],"htmlText":"看看吧。太多政治因素。","listText":"看看吧。太多政治因素。","text":"看看吧。太多政治因素。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146711056","repostId":"1112768702","repostType":4,"repost":{"id":"1112768702","kind":"news","pubTimestamp":1626089927,"share":"https://ttm.financial/m/news/1112768702?lang=&edition=full","pubTime":"2021-07-12 19:38","market":"us","language":"zh","title":"国内车企们的特斯拉对抗史","url":"https://stock-news.laohu8.com/highlight/detail?id=1112768702","media":"格隆汇研究","summary":"上周特斯拉Model Y标准续航版上市，定价27.6万元，续航525公里，百公里加速5.6秒。而长续航Model Y续航585，双电机全驱动，百公里加速5秒。预计8月开始交付。对比此前的长续航版和高性","content":"<p>上周<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model Y标准续航版上市，定价27.6万元，续航525公里，百公里加速5.6秒。而长续航Model Y续航585，双电机全驱动，百公里加速5秒。预计8月开始交付。对比此前的长续航版和高性能版，价格直降7万和10万，幅度之大超市场预期。</p>\n<p><img src=\"https://static.tigerbbs.com/171f95218c8fe4cfccc6cf6ccbfabd89\" tg-width=\"1080\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p>\n<p>特斯拉的降价，大概率是用了宁德生产的磷酸铁锂电池，成本更低。27.6万元的定价，注定了model y标准版将成为特斯拉新的爆款车型。这次标准续航版Model Y进入30万元以内的价格区间，直接把成本焦虑扔给了各大车企。而纵观全市，一个能打的都没有。</p>\n<p>说到这儿，还有人记得之前刹车门的事吗？</p>\n<p>4月19日，上海车展的特斯拉展台，一女子身穿“刹车失灵”字样T恤，站在一辆特斯拉展车车顶高声呼喊：“特斯拉刹车失灵。“ 随后特斯拉面对的是铺天盖地的负面消息、新闻、舆论以及4月下滑的销量，在国内众多的看空声中，这条巨大的鲶鱼似乎只是稍稍沉寂了一下再次一跃而起，用销量堵住了所有看热闹人的嘴。</p>\n<p>根据乘联会数据显示，2021年6月特斯拉中国批发销量为33,155辆，其中Model Y销量为11,623辆，Model 3销量为21,532辆，包括出口5017辆。</p>\n<p><img src=\"https://static.tigerbbs.com/aad1f09b6fe82f723f651c557b6318b1\" tg-width=\"1080\" tg-height=\"590\" referrerpolicy=\"no-referrer\"></p>\n<p>特斯拉的到来，逼着国内车企内卷。而它的目标绝不仅仅是其他新能源车，而是所有的燃油车企，随着里程的增加和自动驾驶的升级，未来转型慢点的燃油车都会被淘汰。这条鲶鱼在在推动电动化和智能化方面做出了极大的贡献，厂商之间的军备竞赛也将继续打起来。如果梳理国内车企和特斯拉的对抗史，我们能够看到，这场没有硝烟的战争正在越来越胶着，群雄逐鹿，大抵如此。</p>\n<p><b>一对一的单挑赛</b></p>\n<p>随着特斯拉的横空出世，销量在国内市场开启一个新纪元。首先跟上的是三家新势力蔚小理和传统车企<a href=\"https://laohu8.com/S/002594\">比亚迪</a>，其余无论是合资还是自主的国内传统车企因为燃油车体系庞大，转型不易，当时一直处于观望状态，这也是为什么现在传统车企的市值赶不上新能源汽车公司市值的原因，战略布局晚一步就需要付出更多的资金和时间去弥补。</p>\n<p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>选择在18年5月交付第一辆ES8，为国内的新能源汽车市场打头阵，随后是ES6、小鹏的G3以及理想One。为了迎合国内消费者的喜好，三家不约而同地在第一辆车上选择了SUV车型。再后来是蔚来的EC6以及小鹏的轿跑P7。</p>\n<p>在战略布局上，三家选择了各自为营单打独斗。蔚来定位豪华车，主打服务体系；理想主打增程式，解决电动车里程焦虑；理想和蔚来选择先自我提升再直面对手。而小鹏则定位为中高端电动车，主打智能化，其汽车电子电气架构最接近特斯拉。</p>\n<p><img src=\"https://static.tigerbbs.com/4a04cbe3a8ffda6cae7aeb65bdbe8159\" tg-width=\"836\" tg-height=\"1055\" referrerpolicy=\"no-referrer\"></p>\n<p>2020下半年之前似乎一直是行业的寒冬，蔚来股价跌跌不休濒临破产。而在黎明前的黑暗里，国内出现了带着磷酸铁锂刀片电池的比亚迪汉这样的爆款，带动了整个行业的信心，随后秋季又出现五菱宏光Mini这样的神车，更是打开了国内A00级别车型的市场。</p>\n<p><img src=\"https://static.tigerbbs.com/282d619c585c739411aa86293cf88f7a\" tg-width=\"1080\" tg-height=\"642\" referrerpolicy=\"no-referrer\"></p>\n<p>销量上来看，蔚来汽车6月共交付8,083台新车，环比增长20.4%。首次月交付超八千台，创历史新高。今年上半年，蔚来共交付新车41,956台，达到去年全年交付量的95.9%。</p>\n<p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>6月总交付量达6,565台，环比增加15%。上半年累计交付量为30,738台，是去年同期的5.6倍。小鹏G3全新改款G3i将于7月正式发布，预计9月启动交付。小鹏P5将于四季度启动交付，有望推动小鹏销量继续上升。</p>\n<p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>6月交付理想ONE 7,713台，环比上涨78.41%。今年上半年，理想汽车累计销量达到31,886台。</p>\n<p>比亚迪汉EV的销量虽然后劲不足，但是市场更看重比亚迪DM-i的超级混动系列，秦PLUS DM-i6月销量将近万辆。</p>\n<p><img src=\"https://static.tigerbbs.com/441ca2bcec13419bf9ac040c884b8308\" tg-width=\"750\" tg-height=\"1091\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/867ef7683167f25df5ce156e61500fbf\" tg-width=\"750\" tg-height=\"1091\" referrerpolicy=\"no-referrer\"></p>\n<p>这最早下场的四家车企选择了用不同的打法各自为政，去抢占特斯拉的市场，现在看来稍有成效，但是和特斯拉的销量还有一部分的差距。</p>\n<p>这里需要解释一下，之所以忽略微型爆款车型销量是由于A00级别车型一般价格较低，配置上无法满足自动驾驶的成本，在营收上也不能给车企带来太大的增量。而当下新能源汽车发展电动化是第一步，智能化是第二步，所有的车企最重要的还是需要有20万以上并且搭配自动驾驶服务的爆款车型才能给公司带来质的飞跃。</p>\n<p><b>传统车企+互联网的围剿赛</b></p>\n<p>从去年年底开始，眼看着三家新势力以及比亚迪的市值一骑绝尘，传统车企这时候才明白，不破不立。而在智能化的浪潮催化下，互联网大厂纷纷下场，选择和传统车企取长补短。上汽选择和阿里合作，<a href=\"https://laohu8.com/S/BIDU\">百度</a>拥抱<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>，腾讯和恒大成立合资公司，而华为的棋局就更大了。</p>\n<p><img src=\"https://static.tigerbbs.com/6fefabebad7b5df171c080d0e9a6e0b4\" tg-width=\"1080\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p>\n<p>今年四月底，华为的阵营出现了三剑客——北汽、长安和小康。北汽首先出了搭载华为激光雷达的极狐车型，将于今年年底交付。接着长安也宣布和华为合作CHN高端品牌。而<a href=\"https://laohu8.com/S/601127\">小康股份</a>，和华为有更深的合作，合作造车加上华为的销售渠道为小康全部打开，造就了小康今年上半年市值翻三倍的景象。</p>\n<p>今天整车行情中，小康继续领涨源于周五盘后一则股权激励，从新能源车销量目标来看，2021年保底销量为3.2万台，追求目标为4万台；2022年新能源汽车保底销量16万台，追求目标20万台，行权价66.03元。</p>\n<p><img src=\"https://static.tigerbbs.com/8ba4b1cfc0a165fcfc3566685507e2d2\" tg-width=\"1080\" tg-height=\"892\" referrerpolicy=\"no-referrer\"></p>\n<p>今年下半年，和华为合作的赛力斯SF5的销量会反应到小康的销量数据上来，管理层明年目标敢定这么高的目标，说明明年会有新车型上市，管理层对此有信心。而且侧面从行权价来看，一般会大幅折价，但这次小康的发行价接近当下股价，更加说明管理层对公司未来十分看好。和华为的合作，让小康脱胎换骨。而如果明年销量真的能够达到16万辆新能源汽车，小康的市值可能会在2000-3000亿之间。</p>\n<p>除了三剑客，华为合作的还有比亚迪、广汽、江淮，阵营逐渐扩张。江淮这几日的高涨幅也是传闻和华为进行了合作。再者就是广汽了，上周五盘后广汽公告，同意全资子公司广汽埃安新能源汽车有限公司与华为(AH8 车型)项目的实施。项目总投资1.5亿元人民币，计划搭载GMC2.0机电耦合系统，并于2022年12月量产。</p>\n<p>从六月的销量上来看，广汽汽车销量为16.6万辆，同比下降11.01%。细分项上除了广汽埃安系列同比增长103.75%之外（整个系列销量再次破万）其他系列车型同比都是下降的。</p>\n<p>一般来说传统汽车的短板就在于汽车智能化上面，和华为的合作，大概率可以提振广汽的销量。传统车企如果能好好抓住这次机会，在燃油车整体下行的趋势下顺利转型，不仅是自救之路，甚至还可以纵横捭阖对抗特斯拉，争夺市场份额。</p>\n<p><img src=\"https://static.tigerbbs.com/82b1a93a5cf36d2e3f5ae04a4967d4a3\" tg-width=\"1080\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p>\n<p><b>说在最后</b></p>\n<p>最新的天风数据里面继续上调了全<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车的销量，国内全年销量预计可达到270万辆，同比翻番。欧洲预计可达220万辆；美国全年预计70万辆，同比翻番。21年全球销量580万，一直在超预期。</p>\n<p>由于行业的高景气度，各路公司都想在新能源汽车市场里分一杯羹，似乎只要挂上“造车“的title就能一劳永逸。但造车没那么简单，特斯拉总是可以用出其不意的战略打法，侵占市场份额同时保持自身的利润率，让所有车企在后面追逐。想要真正打赢这场军备竞赛，国内车企需要跳出浮于表面的心思，戒骄戒躁，虽然时间不等人，但是用心做出的产品消费者才会买单。</p>","source":"lsy1579082857833","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>国内车企们的特斯拉对抗史</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国内车企们的特斯拉对抗史\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 19:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/WZOeU3r0h3_MABm0E90vOA><strong>格隆汇研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上周特斯拉Model Y标准续航版上市，定价27.6万元，续航525公里，百公里加速5.6秒。而长续航Model Y续航585，双电机全驱动，百公里加速5秒。预计8月开始交付。对比此前的长续航版和高性能版，价格直降7万和10万，幅度之大超市场预期。\n\n特斯拉的降价，大概率是用了宁德生产的磷酸铁锂电池，成本更低。27.6万元的定价，注定了model y标准版将成为特斯拉新的爆款车型。这次标准续航版...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/WZOeU3r0h3_MABm0E90vOA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"601633":"长城汽车","09868":"小鹏汽车-W","LI":"理想汽车","NIO":"蔚来","00175":"吉利汽车","01211":"比亚迪股份","XPEV":"小鹏汽车","02333":"长城汽车","TSLA":"特斯拉","00305":"五菱汽车","002594":"比亚迪"},"source_url":"https://mp.weixin.qq.com/s/WZOeU3r0h3_MABm0E90vOA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112768702","content_text":"上周特斯拉Model Y标准续航版上市，定价27.6万元，续航525公里，百公里加速5.6秒。而长续航Model Y续航585，双电机全驱动，百公里加速5秒。预计8月开始交付。对比此前的长续航版和高性能版，价格直降7万和10万，幅度之大超市场预期。\n\n特斯拉的降价，大概率是用了宁德生产的磷酸铁锂电池，成本更低。27.6万元的定价，注定了model y标准版将成为特斯拉新的爆款车型。这次标准续航版Model Y进入30万元以内的价格区间，直接把成本焦虑扔给了各大车企。而纵观全市，一个能打的都没有。\n说到这儿，还有人记得之前刹车门的事吗？\n4月19日，上海车展的特斯拉展台，一女子身穿“刹车失灵”字样T恤，站在一辆特斯拉展车车顶高声呼喊：“特斯拉刹车失灵。“ 随后特斯拉面对的是铺天盖地的负面消息、新闻、舆论以及4月下滑的销量，在国内众多的看空声中，这条巨大的鲶鱼似乎只是稍稍沉寂了一下再次一跃而起，用销量堵住了所有看热闹人的嘴。\n根据乘联会数据显示，2021年6月特斯拉中国批发销量为33,155辆，其中Model Y销量为11,623辆，Model 3销量为21,532辆，包括出口5017辆。\n\n特斯拉的到来，逼着国内车企内卷。而它的目标绝不仅仅是其他新能源车，而是所有的燃油车企，随着里程的增加和自动驾驶的升级，未来转型慢点的燃油车都会被淘汰。这条鲶鱼在在推动电动化和智能化方面做出了极大的贡献，厂商之间的军备竞赛也将继续打起来。如果梳理国内车企和特斯拉的对抗史，我们能够看到，这场没有硝烟的战争正在越来越胶着，群雄逐鹿，大抵如此。\n一对一的单挑赛\n随着特斯拉的横空出世，销量在国内市场开启一个新纪元。首先跟上的是三家新势力蔚小理和传统车企比亚迪，其余无论是合资还是自主的国内传统车企因为燃油车体系庞大，转型不易，当时一直处于观望状态，这也是为什么现在传统车企的市值赶不上新能源汽车公司市值的原因，战略布局晚一步就需要付出更多的资金和时间去弥补。\n蔚来选择在18年5月交付第一辆ES8，为国内的新能源汽车市场打头阵，随后是ES6、小鹏的G3以及理想One。为了迎合国内消费者的喜好，三家不约而同地在第一辆车上选择了SUV车型。再后来是蔚来的EC6以及小鹏的轿跑P7。\n在战略布局上，三家选择了各自为营单打独斗。蔚来定位豪华车，主打服务体系；理想主打增程式，解决电动车里程焦虑；理想和蔚来选择先自我提升再直面对手。而小鹏则定位为中高端电动车，主打智能化，其汽车电子电气架构最接近特斯拉。\n\n2020下半年之前似乎一直是行业的寒冬，蔚来股价跌跌不休濒临破产。而在黎明前的黑暗里，国内出现了带着磷酸铁锂刀片电池的比亚迪汉这样的爆款，带动了整个行业的信心，随后秋季又出现五菱宏光Mini这样的神车，更是打开了国内A00级别车型的市场。\n\n销量上来看，蔚来汽车6月共交付8,083台新车，环比增长20.4%。首次月交付超八千台，创历史新高。今年上半年，蔚来共交付新车41,956台，达到去年全年交付量的95.9%。\n小鹏汽车6月总交付量达6,565台，环比增加15%。上半年累计交付量为30,738台，是去年同期的5.6倍。小鹏G3全新改款G3i将于7月正式发布，预计9月启动交付。小鹏P5将于四季度启动交付，有望推动小鹏销量继续上升。\n理想汽车6月交付理想ONE 7,713台，环比上涨78.41%。今年上半年，理想汽车累计销量达到31,886台。\n比亚迪汉EV的销量虽然后劲不足，但是市场更看重比亚迪DM-i的超级混动系列，秦PLUS DM-i6月销量将近万辆。\n\n\n这最早下场的四家车企选择了用不同的打法各自为政，去抢占特斯拉的市场，现在看来稍有成效，但是和特斯拉的销量还有一部分的差距。\n这里需要解释一下，之所以忽略微型爆款车型销量是由于A00级别车型一般价格较低，配置上无法满足自动驾驶的成本，在营收上也不能给车企带来太大的增量。而当下新能源汽车发展电动化是第一步，智能化是第二步，所有的车企最重要的还是需要有20万以上并且搭配自动驾驶服务的爆款车型才能给公司带来质的飞跃。\n传统车企+互联网的围剿赛\n从去年年底开始，眼看着三家新势力以及比亚迪的市值一骑绝尘，传统车企这时候才明白，不破不立。而在智能化的浪潮催化下，互联网大厂纷纷下场，选择和传统车企取长补短。上汽选择和阿里合作，百度拥抱吉利汽车，腾讯和恒大成立合资公司，而华为的棋局就更大了。\n\n今年四月底，华为的阵营出现了三剑客——北汽、长安和小康。北汽首先出了搭载华为激光雷达的极狐车型，将于今年年底交付。接着长安也宣布和华为合作CHN高端品牌。而小康股份，和华为有更深的合作，合作造车加上华为的销售渠道为小康全部打开，造就了小康今年上半年市值翻三倍的景象。\n今天整车行情中，小康继续领涨源于周五盘后一则股权激励，从新能源车销量目标来看，2021年保底销量为3.2万台，追求目标为4万台；2022年新能源汽车保底销量16万台，追求目标20万台，行权价66.03元。\n\n今年下半年，和华为合作的赛力斯SF5的销量会反应到小康的销量数据上来，管理层明年目标敢定这么高的目标，说明明年会有新车型上市，管理层对此有信心。而且侧面从行权价来看，一般会大幅折价，但这次小康的发行价接近当下股价，更加说明管理层对公司未来十分看好。和华为的合作，让小康脱胎换骨。而如果明年销量真的能够达到16万辆新能源汽车，小康的市值可能会在2000-3000亿之间。\n除了三剑客，华为合作的还有比亚迪、广汽、江淮，阵营逐渐扩张。江淮这几日的高涨幅也是传闻和华为进行了合作。再者就是广汽了，上周五盘后广汽公告，同意全资子公司广汽埃安新能源汽车有限公司与华为(AH8 车型)项目的实施。项目总投资1.5亿元人民币，计划搭载GMC2.0机电耦合系统，并于2022年12月量产。\n从六月的销量上来看，广汽汽车销量为16.6万辆，同比下降11.01%。细分项上除了广汽埃安系列同比增长103.75%之外（整个系列销量再次破万）其他系列车型同比都是下降的。\n一般来说传统汽车的短板就在于汽车智能化上面，和华为的合作，大概率可以提振广汽的销量。传统车企如果能好好抓住这次机会，在燃油车整体下行的趋势下顺利转型，不仅是自救之路，甚至还可以纵横捭阖对抗特斯拉，争夺市场份额。\n\n说在最后\n最新的天风数据里面继续上调了全国新能源汽车的销量，国内全年销量预计可达到270万辆，同比翻番。欧洲预计可达220万辆；美国全年预计70万辆，同比翻番。21年全球销量580万，一直在超预期。\n由于行业的高景气度，各路公司都想在新能源汽车市场里分一杯羹，似乎只要挂上“造车“的title就能一劳永逸。但造车没那么简单，特斯拉总是可以用出其不意的战略打法，侵占市场份额同时保持自身的利润率，让所有车企在后面追逐。想要真正打赢这场军备竞赛，国内车企需要跳出浮于表面的心思，戒骄戒躁，虽然时间不等人，但是用心做出的产品消费者才会买单。","news_type":1,"symbols_score_info":{"601633":0.9,"00175":0.9,"002594":0.9,"00305":0.9,"01211":0.9,"02333":0.9,"09868":0.9,"LI":0.9,"NIO":0.9,"TSLA":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":1119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146710330,"gmtCreate":1626099048620,"gmtModify":1633930135090,"author":{"id":"4088590779250400","authorId":"4088590779250400","name":"我是小嫩韭菜呀","avatar":"https://static.tigerbbs.com/24f7eeb59c8d2a1cb8d5a36fa6f8e62d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088590779250400","authorIdStr":"4088590779250400"},"themes":[],"htmlText":"观察list","listText":"观察list","text":"观察list","images":[{"img":"https://static.tigerbbs.com/1a02bdf359485f4f37856a79a90ceae5","width":"1125","height":"2265"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146710330","isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":143516513,"gmtCreate":1625801184032,"gmtModify":1633937171609,"author":{"id":"4088590779250400","authorId":"4088590779250400","name":"我是小嫩韭菜呀","avatar":"https://static.tigerbbs.com/24f7eeb59c8d2a1cb8d5a36fa6f8e62d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088590779250400","authorIdStr":"4088590779250400"},"themes":[],"htmlText":"crazy","listText":"crazy","text":"crazy","images":[{"img":"https://static.tigerbbs.com/12fe648991a2bd27829d5bb58c49c441","width":"1125","height":"2442"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143516513","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":862307381,"gmtCreate":1632836128860,"gmtModify":1632836129363,"author":{"id":"4088590779250400","authorId":"4088590779250400","name":"我是小嫩韭菜呀","avatar":"https://static.tigerbbs.com/24f7eeb59c8d2a1cb8d5a36fa6f8e62d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088590779250400","authorIdStr":"4088590779250400"},"themes":[],"htmlText":"<a 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[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172276932","repostId":"1199303246","repostType":4,"repost":{"id":"1199303246","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626960676,"share":"https://ttm.financial/m/news/1199303246?lang=&edition=full","pubTime":"2021-07-22 21:31","market":"us","language":"en","title":"US stocks open mixed on Thursday, after rise in jobless claims","url":"https://stock-news.laohu8.com/highlight/detail?id=1199303246","media":"Tiger Newspress","summary":"Initial jobless claims jumped significantly last week as 419,000 Americans filed for jobless benefits for the first time .FFIE soared over 15% in morning trading. Faraday Future to Ring the Opening Bell at Nasdaq. LIVE<<. Texas Instruments is set to weigh on tech shares, down more than 4% in early trading.","content":"<p>(July 22)&nbsp;US stocks&nbsp;open mixed on Thursday,&nbsp;after rise in jobless claims.</p>\n<p><img src=\"https://static.tigerbbs.com/7a0d932e254fb8e9566e8d4e3df9c245\" tg-width=\"1242\" tg-height=\"555\" width=\"100%\" height=\"auto\"></p>\n<p>Initial jobless claims jumped significantly last week as 419,000 Americans filed for jobless benefits for the first time (well above the prior week's 368k and expectations of a 350k print).</p>\n<p>FFIE soared over 15% in morning trading.&nbsp;Faraday Future to Ring the Opening Bell&nbsp;at&nbsp;Nasdaq.&nbsp;<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216266938664455%22%7D&amp;feature=Push\" target=\"_blank\"><b>LIVE&lt;&lt;</b></a></p>\n<p><img src=\"https://static.tigerbbs.com/f435b9d26d1f4f62de59b3704700672e\" tg-width=\"704\" tg-height=\"486\" referrerpolicy=\"no-referrer\">Texas Instruments is set to weigh on tech shares, down more than 4% in early trading.</p>\n<p><img src=\"https://static.tigerbbs.com/8acafdc0c4a9bd231979337ca168df53\" tg-width=\"704\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p>","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>US stocks open mixed on Thursday, after rise in jobless claims</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\">\nUS stocks open mixed on Thursday, after rise in jobless claims\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-22 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(July 22)&nbsp;US stocks&nbsp;open mixed on Thursday,&nbsp;after rise in jobless claims.</p>\n<p><img src=\"https://static.tigerbbs.com/7a0d932e254fb8e9566e8d4e3df9c245\" tg-width=\"1242\" tg-height=\"555\" width=\"100%\" height=\"auto\"></p>\n<p>Initial jobless claims jumped significantly last week as 419,000 Americans filed for jobless benefits for the first time (well above the prior week's 368k and expectations of a 350k print).</p>\n<p>FFIE soared over 15% in morning trading.&nbsp;Faraday Future to Ring the Opening Bell&nbsp;at&nbsp;Nasdaq.&nbsp;<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216266938664455%22%7D&amp;feature=Push\" target=\"_blank\"><b>LIVE&lt;&lt;</b></a></p>\n<p><img src=\"https://static.tigerbbs.com/f435b9d26d1f4f62de59b3704700672e\" tg-width=\"704\" tg-height=\"486\" referrerpolicy=\"no-referrer\">Texas Instruments is set to weigh on tech shares, down more than 4% in early trading.</p>\n<p><img src=\"https://static.tigerbbs.com/8acafdc0c4a9bd231979337ca168df53\" tg-width=\"704\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199303246","content_text":"(July 22) US stocks open mixed on Thursday, after rise in jobless claims.\n\nInitial jobless claims jumped significantly last week as 419,000 Americans filed for jobless benefits for the first time (well above the prior week's 368k and expectations of a 350k print).\nFFIE soared over 15% in morning trading. Faraday Future to Ring the Opening Bell at Nasdaq. LIVE<<\nTexas Instruments is set to weigh on tech shares, down more than 4% in early trading.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810171381,"gmtCreate":1629957426843,"gmtModify":1631891712184,"author":{"id":"4088590779250400","authorId":"4088590779250400","name":"我是小嫩韭菜呀","avatar":"https://static.tigerbbs.com/24f7eeb59c8d2a1cb8d5a36fa6f8e62d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088590779250400","authorIdStr":"4088590779250400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LQDA\">$Liquidia Technologies Inc(LQDA)$</a>Hodl","listText":"<a href=\"https://laohu8.com/S/LQDA\">$Liquidia Technologies Inc(LQDA)$</a>Hodl","text":"$Liquidia Technologies 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class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-06 22:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 6)&nbsp;Tencent sued by the Haidian District Procuratorate.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股","TCEHY":"腾讯控股ADR"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110501028","content_text":"(Aug 6) Tencent sued by the Haidian District 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12:14","market":"us","language":"zh","title":"炒币卖碳行不通，特斯拉也被“卡脖子\"了？","url":"https://stock-news.laohu8.com/highlight/detail?id=1127105245","media":"智行驾道","summary":"一向喜欢在研发与销售上大手大脚的特斯拉，最近突然开始省钱了。\n据特斯拉7月26日发布的财报数据显示，2021二季度，特斯拉首次实现总营收破百亿，创下了119.58亿美元的新纪录，同比大增98%。同时，","content":"<p>一向喜欢在研发与销售上大手大脚的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，最近突然开始省钱了。</p>\n<p>据特斯拉7月26日发布的财报数据显示，2021二季度，特斯拉首次实现总营收破百亿，<b>创下了119.58亿美元的新纪录，同比大增98%</b>。同时，特斯拉的毛利润达28.84亿美元，同比涨幅为128%，刷新了公司有史以来的最高成绩。</p>\n<p><img src=\"https://static.tigerbbs.com/f0066ecbc9a3f50aa01fa9a896229eca\" tg-width=\"1080\" tg-height=\"603\" referrerpolicy=\"no-referrer\"></p>\n<p><b>特斯拉这次的赚钱能力大飞跃，离不开其汽车业务的增长</b>。其中，特斯拉 Model 3/Y 产品线承担起了销售大头，在成本降低、生产效率上升的优势下，让单车盈利效应不降反升，助特斯拉电动车实现了超20万台的单季交付量新高，在全球范围内供不应求。</p>\n<p>按理来说，既然卖车已经能赚钱，各项业务进入了良性循环，更应该乘胜追击，加大研发力度。然而事实却相反，<b>特斯拉在研发方面，突然缩减资金投入</b>，不禁让人产生疑问，特斯拉莫非有什么难言之隐？</p>\n<p><b>01、两大业务陷入窘境</b></p>\n<p>据数据显示，今年二季度，特斯拉研发的资金投入为5.76亿美元，<b>环比上一季度下滑了13.5%</b>。不仅如此，特斯拉还在<b>销售、一般及管理费用方面都进行了资金缩减</b>，其二季度的经营费用更是达到了近几年的最低水平，仅占营收的13.1%。</p>\n<p>缩减资金费用背后的原因，是特斯拉此前的两大“外快”业务——<b>炒数字货币、卖碳积分</b>，在此前都陷入了不同程度的困境。比特币与碳积分对特斯拉重要性不言而喻，直到第二季度前，特斯拉的主要盈利还是来源于比特币与碳积分。</p>\n<p><img src=\"https://static.tigerbbs.com/6ab94e7eb8986a29e99d832a79678182\" tg-width=\"1024\" tg-height=\"683\" referrerpolicy=\"no-referrer\"></p>\n<p>在“炒币头子”马斯克的带领下，特斯拉曾被外界贴上了“不务正业”的标签。而沉迷于炒数字货币，既是特斯拉受产能限制、无法打开市场的无奈之举，也是在短期内获取盈利的一手锦囊妙计。</p>\n<p>根据财报数据显示，<b>今年一季度，特斯拉靠炒比特币大赚1.01亿美元</b>，不仅维持住了营收，还推动特斯拉Non-GAAP下归属于普通股东的净利润同比大涨363.4%。</p>\n<p>在<b>最近的比特币暴跌中，特斯拉也紧急叫停了对数字货币的支持</b>。但作为加密货币的忠实拥趸，马斯克在7月21日的The B Word比特币大会上，又重申了对比特币、以太坊和狗狗币的支持，还称如果加密货币贬值，将由本人赔钱，这种“为比特币代言”的决心也让不少用户为之担心。</p>\n<p><img src=\"https://static.tigerbbs.com/a75e024223cea5fa0685598c77b0a599\" tg-width=\"1024\" tg-height=\"684\" referrerpolicy=\"no-referrer\"></p>\n<p>让股东宽慰的是，<b>在面临第二季度上2300万美元的比特币收入亏损后，特斯拉终于减少了因炒币获得营收的比重</b>。可见马斯克也深知此举并非长久之计，或将准备与比特币割席。</p>\n<p>显然，比特币已经无法为特斯拉带来营收，而另一项收入来源——<b>碳积分</b>，目前也陷入了尴尬的境地。</p>\n<p>碳积分，是一种能交易的证书或许可，持有者能排放一定数量的二氧化碳。为了实现节能减排的目标，美国、欧盟等的许多国家地区政府，都对汽车制造商实施了排放限制政策，将对排放量未完成指标的车企进行严格处罚；而超标完成任务的车企能获得碳积分，并允许将其出售给未达标的企业。</p>\n<p><img src=\"https://static.tigerbbs.com/7f6ed4ee1cca2d50e7b67806995fcf0e\" tg-width=\"1024\" tg-height=\"683\" referrerpolicy=\"no-referrer\"></p>\n<p>因为特斯拉旗下的车辆都是新能源车辆，没有任何碳排放，使得其累计的碳积分完全达标，并可以对外售卖积分获利。于是，<b>不少传统燃油车企，比如<a href=\"https://laohu8.com/S/GM\">通用汽车</a>公司和菲亚特克莱斯勒，都与特斯拉达成购买温室气体积分额度的协议</b>，保证自己不会因排放超标而遭罚款。</p>\n<p>据财报数据显示，<b>在2020年，特斯拉净利润为7.21亿美元，而碳积分的交易收入就达到15亿美元，</b>可谓是凭一己之力扭转了亏损的局势。而在过去五年内，特斯拉光靠卖碳积分就赚了超过33亿美元，可见碳积分这头“现金牛”的强大，足以撑起特斯拉营收的半边天。</p>\n<p>好景不长，今年二季度，特斯拉的碳积分收入为3.54亿美元，其在总收入中的占比仍旧不低，但<b>环比上一季度却下滑了31.7%之多</b>，卖碳已开始走入下坡路了。</p>\n<p>综合来看，卖碳积分并不是一项不可持续的收入，随着全球范围内碳减排措施与政策的深入推进，越来越多的车企会转向电动汽车的研发和制造。在欧洲的ZEV碳积分管理体系等的政策支持下，在让特斯拉获利的同时，也不断催促着传统欧洲车企的转型。</p>\n<p><img src=\"https://static.tigerbbs.com/142cdbf45e8d614095877c20d640eedb\" tg-width=\"748\" tg-height=\"498\" referrerpolicy=\"no-referrer\"></p>\n<p>比如，特斯拉碳积分的购买大户——欧洲车企菲亚特克莱斯勒，就为满足欧洲的碳减排要求，在几年内花费18亿欧元。而为了节省该开销，公司表示将大力研发多种新能源汽车产品，并在今年1月宣布和PSA合并为Stellantis集团，引入PSA的电动车业务，宣布即将不再需向特斯拉购买积分。</p>\n<p>同样，作为特斯拉另一位碳积分买家的通用汽车公司，也有类似计划。1月底，通用汽车公司宣布了将一半以上的资本支出和产品开发团队，都用于电动汽车和电动自主汽车项目的计划，并计划在2025年向全球市场推出30款纯电动车型。</p>\n<p>传统车企的电动化进程，意味着特斯拉将逐步流失碳排放积分买家。因此，<b>炒数字货币与售卖碳积分，已无法成为特斯拉长期稳定营收的选择</b>。</p>\n<p>特斯拉数字货币与碳积分收入正在衰落，这也促使特斯拉未雨绸缪，省钱度日。</p>\n<p><b>02、新业务尚未见效</b></p>\n<p>如今的特斯拉急需其他新的业务来填补比特币与碳积分的空缺，事实上，特斯拉在逐渐告别“炒币卖碳”的同时，也正在挖掘另外两条营收新业务。</p>\n<p>第一条是<b>动力电池技术</b>。去年9月，马斯克在“特斯拉电池日”发布了一款足以颠覆汽车动力电池行业的全新产品——4680电池。该款电池的能量密度提升了5倍，<b>续航里程提升了16%，输出功率提升了6倍</b>，更重要的是，它的成本还降低了14%，用造价便宜、工艺简单的特点创造了动力电池的新局面。</p>\n<p><img src=\"https://static.tigerbbs.com/768e71e9385f26495056f42b6235a90a\" tg-width=\"1080\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p>\n<p>电池技术低价高效的战略意义，就是帮加快特斯拉抢占市场的步伐。有消息爆料称，<b>马斯克计划将打造一台2.5万美元(约16万元人民币)的特斯拉</b>，让电动车的价格能够媲美燃油车就是马斯克的终极目标。加上特斯拉舍弃激光雷达的性能、压低成本的策略，4680电池的问世，将能让特斯拉以更实用的姿态，走进给多消费者的首选名单。不仅如此，马斯克还表示，待4680电池量产成熟后，特斯拉甚至可以为其他车企提供动力电池，让“卖电池”成为新的营收点。</p>\n<p><img src=\"https://static.tigerbbs.com/ceb43cd0c9f79085a93e742461b98691\" tg-width=\"819\" tg-height=\"373\" referrerpolicy=\"no-referrer\"></p>\n<p>但结合目前的生产进度来看，动力电池业务想在短期带动特斯拉营收，还困难重重。在自研生产上，动力电池行业规模效应较强，特斯拉正在产能扩张期，自建产能很难满足。而在对外供应上，由于动力电池匹配车型的多样化、动力电池和新能源整车的匹配性要求高，不同车型搭载的电池类型、规格、容量都不相同，特斯拉光靠自身很难自造出全类型的电池产能，需要在研发上花费较长时间。</p>\n<p>而另一条核心业务，则是特斯拉<b>FSD软件服务</b>。</p>\n<p>在本月初，FSD软件系统正式在美国开放了“FSD beta 9.0”的测试版本。该软件启用了环视视觉算法，通过调用多个摄像头来拟合出道路的3D模型，并显示在中控可视化UI界面中。此次FSD beta 9.0开放了城市街道自动驾驶功能，可以实现路口转向、车辆以及障碍物避让等的实用功能。</p>\n<p><img src=\"https://static.tigerbbs.com/063c23ceedd84e448896dd35e41c45bc\" tg-width=\"1080\" tg-height=\"549\" referrerpolicy=\"no-referrer\"></p>\n<p>在FSD软件的收费门槛上，特斯拉在美国上线了订阅制，基础辅助驾驶用户的订阅价格为199美元/月，EAP（增强版自动辅助驾驶）用户的订阅价格为99美元/月。从用户反馈来看，确实有不少车主表示愿意为其买单。</p>\n<p>在特斯拉粉丝自制的数据汇总网站（Cybertruck Reservation Tracker）的统计中显示，<b>有约73.34%的用户将FSD添加为选配内容</b>，可见FSD服务的渗透率之高。科技分析师基恩·蒙斯特也在近期表示，十年之后，FSD软件业务将为特斯拉带来超过1000亿美元年收入，成为特斯拉营收的稳定支柱。</p>\n<p><img src=\"https://static.tigerbbs.com/70454a63e41a7b843bf5579a6d4be8ef\" tg-width=\"1080\" tg-height=\"588\" referrerpolicy=\"no-referrer\"></p>\n<p>但自动驾驶技术也同样不是一投入就能立竿见影的业务。从整体来看，<b>自动驾驶还处于辅助驾驶阶段</b>，离实现完全自动驾驶还有很长的距离。面对时常发生“体验翻车”，<b>FSD软件服务在安全问题的不稳定性</b>，已然成为阻碍自动驾驶业务盈利的一大因素。</p>\n<p>因此，不少国内厂商使用在当下安全系数更高、但同时成本也大增的激光雷达，来降低自动驾驶的事故率。而采用了“完全视觉方案”的特斯拉，则需要更多的数据量来训练算法精准度，可能难以在短期内为特斯拉带来超过汽车业务的收益。但这点也不是完全悲观的，海外博主 ElonX 便在近期发布了FSD 的路测对比视频，展示了软件算法在 9 个月的时间里取得的进步，表明了9个月便能让FSD算法规避许多意外风险，让很多网友对其学习效率表示了满意。</p>\n<p><img src=\"https://static.tigerbbs.com/c8b147139aa1db37a6f5bea76ecead68\" tg-width=\"1080\" tg-height=\"680\" referrerpolicy=\"no-referrer\"></p>\n<p>简而言之，不管是动力电池还是FSD软件服务，都无法快速补足特斯拉比特币以及碳积分的缺口，这也是特斯拉之所以营收业务增长，却反而省钱的原因。</p>\n<p>随着新能源汽车行业的发展，除了“蔚小理”在大步追赶特斯拉之外，还有更多新兴势力对特斯拉产生威胁，加上国内外频发的事故已经最近美国对特斯拉自动驾驶的控告，特斯拉面临的挑战应接不暇。即将结束“炒币卖碳”的特斯拉，能否在卖车主线外，开辟出动力电池和FSD软件服务的新“副业”，为汽车业务提供充足的研发资金，还有待时间考验。</p>","source":"lsy1629432906522","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>炒币卖碳行不通，特斯拉也被“卡脖子\"了？</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炒币卖碳行不通，特斯拉也被“卡脖子\"了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 12:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Rs239z1N0mQ5YiiN8DinIA><strong>智行驾道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一向喜欢在研发与销售上大手大脚的特斯拉，最近突然开始省钱了。\n据特斯拉7月26日发布的财报数据显示，2021二季度，特斯拉首次实现总营收破百亿，创下了119.58亿美元的新纪录，同比大增98%。同时，特斯拉的毛利润达28.84亿美元，同比涨幅为128%，刷新了公司有史以来的最高成绩。\n\n特斯拉这次的赚钱能力大飞跃，离不开其汽车业务的增长。其中，特斯拉 Model 3/Y 产品线承担起了销售大头，在...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Rs239z1N0mQ5YiiN8DinIA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/Rs239z1N0mQ5YiiN8DinIA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127105245","content_text":"一向喜欢在研发与销售上大手大脚的特斯拉，最近突然开始省钱了。\n据特斯拉7月26日发布的财报数据显示，2021二季度，特斯拉首次实现总营收破百亿，创下了119.58亿美元的新纪录，同比大增98%。同时，特斯拉的毛利润达28.84亿美元，同比涨幅为128%，刷新了公司有史以来的最高成绩。\n\n特斯拉这次的赚钱能力大飞跃，离不开其汽车业务的增长。其中，特斯拉 Model 3/Y 产品线承担起了销售大头，在成本降低、生产效率上升的优势下，让单车盈利效应不降反升，助特斯拉电动车实现了超20万台的单季交付量新高，在全球范围内供不应求。\n按理来说，既然卖车已经能赚钱，各项业务进入了良性循环，更应该乘胜追击，加大研发力度。然而事实却相反，特斯拉在研发方面，突然缩减资金投入，不禁让人产生疑问，特斯拉莫非有什么难言之隐？\n01、两大业务陷入窘境\n据数据显示，今年二季度，特斯拉研发的资金投入为5.76亿美元，环比上一季度下滑了13.5%。不仅如此，特斯拉还在销售、一般及管理费用方面都进行了资金缩减，其二季度的经营费用更是达到了近几年的最低水平，仅占营收的13.1%。\n缩减资金费用背后的原因，是特斯拉此前的两大“外快”业务——炒数字货币、卖碳积分，在此前都陷入了不同程度的困境。比特币与碳积分对特斯拉重要性不言而喻，直到第二季度前，特斯拉的主要盈利还是来源于比特币与碳积分。\n\n在“炒币头子”马斯克的带领下，特斯拉曾被外界贴上了“不务正业”的标签。而沉迷于炒数字货币，既是特斯拉受产能限制、无法打开市场的无奈之举，也是在短期内获取盈利的一手锦囊妙计。\n根据财报数据显示，今年一季度，特斯拉靠炒比特币大赚1.01亿美元，不仅维持住了营收，还推动特斯拉Non-GAAP下归属于普通股东的净利润同比大涨363.4%。\n在最近的比特币暴跌中，特斯拉也紧急叫停了对数字货币的支持。但作为加密货币的忠实拥趸，马斯克在7月21日的The B Word比特币大会上，又重申了对比特币、以太坊和狗狗币的支持，还称如果加密货币贬值，将由本人赔钱，这种“为比特币代言”的决心也让不少用户为之担心。\n\n让股东宽慰的是，在面临第二季度上2300万美元的比特币收入亏损后，特斯拉终于减少了因炒币获得营收的比重。可见马斯克也深知此举并非长久之计，或将准备与比特币割席。\n显然，比特币已经无法为特斯拉带来营收，而另一项收入来源——碳积分，目前也陷入了尴尬的境地。\n碳积分，是一种能交易的证书或许可，持有者能排放一定数量的二氧化碳。为了实现节能减排的目标，美国、欧盟等的许多国家地区政府，都对汽车制造商实施了排放限制政策，将对排放量未完成指标的车企进行严格处罚；而超标完成任务的车企能获得碳积分，并允许将其出售给未达标的企业。\n\n因为特斯拉旗下的车辆都是新能源车辆，没有任何碳排放，使得其累计的碳积分完全达标，并可以对外售卖积分获利。于是，不少传统燃油车企，比如通用汽车公司和菲亚特克莱斯勒，都与特斯拉达成购买温室气体积分额度的协议，保证自己不会因排放超标而遭罚款。\n据财报数据显示，在2020年，特斯拉净利润为7.21亿美元，而碳积分的交易收入就达到15亿美元，可谓是凭一己之力扭转了亏损的局势。而在过去五年内，特斯拉光靠卖碳积分就赚了超过33亿美元，可见碳积分这头“现金牛”的强大，足以撑起特斯拉营收的半边天。\n好景不长，今年二季度，特斯拉的碳积分收入为3.54亿美元，其在总收入中的占比仍旧不低，但环比上一季度却下滑了31.7%之多，卖碳已开始走入下坡路了。\n综合来看，卖碳积分并不是一项不可持续的收入，随着全球范围内碳减排措施与政策的深入推进，越来越多的车企会转向电动汽车的研发和制造。在欧洲的ZEV碳积分管理体系等的政策支持下，在让特斯拉获利的同时，也不断催促着传统欧洲车企的转型。\n\n比如，特斯拉碳积分的购买大户——欧洲车企菲亚特克莱斯勒，就为满足欧洲的碳减排要求，在几年内花费18亿欧元。而为了节省该开销，公司表示将大力研发多种新能源汽车产品，并在今年1月宣布和PSA合并为Stellantis集团，引入PSA的电动车业务，宣布即将不再需向特斯拉购买积分。\n同样，作为特斯拉另一位碳积分买家的通用汽车公司，也有类似计划。1月底，通用汽车公司宣布了将一半以上的资本支出和产品开发团队，都用于电动汽车和电动自主汽车项目的计划，并计划在2025年向全球市场推出30款纯电动车型。\n传统车企的电动化进程，意味着特斯拉将逐步流失碳排放积分买家。因此，炒数字货币与售卖碳积分，已无法成为特斯拉长期稳定营收的选择。\n特斯拉数字货币与碳积分收入正在衰落，这也促使特斯拉未雨绸缪，省钱度日。\n02、新业务尚未见效\n如今的特斯拉急需其他新的业务来填补比特币与碳积分的空缺，事实上，特斯拉在逐渐告别“炒币卖碳”的同时，也正在挖掘另外两条营收新业务。\n第一条是动力电池技术。去年9月，马斯克在“特斯拉电池日”发布了一款足以颠覆汽车动力电池行业的全新产品——4680电池。该款电池的能量密度提升了5倍，续航里程提升了16%，输出功率提升了6倍，更重要的是，它的成本还降低了14%，用造价便宜、工艺简单的特点创造了动力电池的新局面。\n\n电池技术低价高效的战略意义，就是帮加快特斯拉抢占市场的步伐。有消息爆料称，马斯克计划将打造一台2.5万美元(约16万元人民币)的特斯拉，让电动车的价格能够媲美燃油车就是马斯克的终极目标。加上特斯拉舍弃激光雷达的性能、压低成本的策略，4680电池的问世，将能让特斯拉以更实用的姿态，走进给多消费者的首选名单。不仅如此，马斯克还表示，待4680电池量产成熟后，特斯拉甚至可以为其他车企提供动力电池，让“卖电池”成为新的营收点。\n\n但结合目前的生产进度来看，动力电池业务想在短期带动特斯拉营收，还困难重重。在自研生产上，动力电池行业规模效应较强，特斯拉正在产能扩张期，自建产能很难满足。而在对外供应上，由于动力电池匹配车型的多样化、动力电池和新能源整车的匹配性要求高，不同车型搭载的电池类型、规格、容量都不相同，特斯拉光靠自身很难自造出全类型的电池产能，需要在研发上花费较长时间。\n而另一条核心业务，则是特斯拉FSD软件服务。\n在本月初，FSD软件系统正式在美国开放了“FSD beta 9.0”的测试版本。该软件启用了环视视觉算法，通过调用多个摄像头来拟合出道路的3D模型，并显示在中控可视化UI界面中。此次FSD beta 9.0开放了城市街道自动驾驶功能，可以实现路口转向、车辆以及障碍物避让等的实用功能。\n\n在FSD软件的收费门槛上，特斯拉在美国上线了订阅制，基础辅助驾驶用户的订阅价格为199美元/月，EAP（增强版自动辅助驾驶）用户的订阅价格为99美元/月。从用户反馈来看，确实有不少车主表示愿意为其买单。\n在特斯拉粉丝自制的数据汇总网站（Cybertruck Reservation Tracker）的统计中显示，有约73.34%的用户将FSD添加为选配内容，可见FSD服务的渗透率之高。科技分析师基恩·蒙斯特也在近期表示，十年之后，FSD软件业务将为特斯拉带来超过1000亿美元年收入，成为特斯拉营收的稳定支柱。\n\n但自动驾驶技术也同样不是一投入就能立竿见影的业务。从整体来看，自动驾驶还处于辅助驾驶阶段，离实现完全自动驾驶还有很长的距离。面对时常发生“体验翻车”，FSD软件服务在安全问题的不稳定性，已然成为阻碍自动驾驶业务盈利的一大因素。\n因此，不少国内厂商使用在当下安全系数更高、但同时成本也大增的激光雷达，来降低自动驾驶的事故率。而采用了“完全视觉方案”的特斯拉，则需要更多的数据量来训练算法精准度，可能难以在短期内为特斯拉带来超过汽车业务的收益。但这点也不是完全悲观的，海外博主 ElonX 便在近期发布了FSD 的路测对比视频，展示了软件算法在 9 个月的时间里取得的进步，表明了9个月便能让FSD算法规避许多意外风险，让很多网友对其学习效率表示了满意。\n\n简而言之，不管是动力电池还是FSD软件服务，都无法快速补足特斯拉比特币以及碳积分的缺口，这也是特斯拉之所以营收业务增长，却反而省钱的原因。\n随着新能源汽车行业的发展，除了“蔚小理”在大步追赶特斯拉之外，还有更多新兴势力对特斯拉产生威胁，加上国内外频发的事故已经最近美国对特斯拉自动驾驶的控告，特斯拉面临的挑战应接不暇。即将结束“炒币卖碳”的特斯拉，能否在卖车主线外，开辟出动力电池和FSD软件服务的新“副业”，为汽车业务提供充足的研发资金，还有待时间考验。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833903646,"gmtCreate":1629193614885,"gmtModify":1631891712208,"author":{"id":"4088590779250400","authorId":"4088590779250400","name":"我是小嫩韭菜呀","avatar":"https://static.tigerbbs.com/24f7eeb59c8d2a1cb8d5a36fa6f8e62d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088590779250400","authorIdStr":"4088590779250400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LQDA\">$Liquidia Technologies Inc(LQDA)$</a>[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/LQDA\">$Liquidia Technologies 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up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146780648","isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146711056,"gmtCreate":1626099126975,"gmtModify":1633930133390,"author":{"id":"4088590779250400","authorId":"4088590779250400","name":"我是小嫩韭菜呀","avatar":"https://static.tigerbbs.com/24f7eeb59c8d2a1cb8d5a36fa6f8e62d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088590779250400","authorIdStr":"4088590779250400"},"themes":[],"htmlText":"看看吧。太多政治因素。","listText":"看看吧。太多政治因素。","text":"看看吧。太多政治因素。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146711056","repostId":"1112768702","repostType":4,"repost":{"id":"1112768702","kind":"news","pubTimestamp":1626089927,"share":"https://ttm.financial/m/news/1112768702?lang=&edition=full","pubTime":"2021-07-12 19:38","market":"us","language":"zh","title":"国内车企们的特斯拉对抗史","url":"https://stock-news.laohu8.com/highlight/detail?id=1112768702","media":"格隆汇研究","summary":"上周特斯拉Model Y标准续航版上市，定价27.6万元，续航525公里，百公里加速5.6秒。而长续航Model Y续航585，双电机全驱动，百公里加速5秒。预计8月开始交付。对比此前的长续航版和高性","content":"<p>上周<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model Y标准续航版上市，定价27.6万元，续航525公里，百公里加速5.6秒。而长续航Model Y续航585，双电机全驱动，百公里加速5秒。预计8月开始交付。对比此前的长续航版和高性能版，价格直降7万和10万，幅度之大超市场预期。</p>\n<p><img src=\"https://static.tigerbbs.com/171f95218c8fe4cfccc6cf6ccbfabd89\" tg-width=\"1080\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p>\n<p>特斯拉的降价，大概率是用了宁德生产的磷酸铁锂电池，成本更低。27.6万元的定价，注定了model y标准版将成为特斯拉新的爆款车型。这次标准续航版Model Y进入30万元以内的价格区间，直接把成本焦虑扔给了各大车企。而纵观全市，一个能打的都没有。</p>\n<p>说到这儿，还有人记得之前刹车门的事吗？</p>\n<p>4月19日，上海车展的特斯拉展台，一女子身穿“刹车失灵”字样T恤，站在一辆特斯拉展车车顶高声呼喊：“特斯拉刹车失灵。“ 随后特斯拉面对的是铺天盖地的负面消息、新闻、舆论以及4月下滑的销量，在国内众多的看空声中，这条巨大的鲶鱼似乎只是稍稍沉寂了一下再次一跃而起，用销量堵住了所有看热闹人的嘴。</p>\n<p>根据乘联会数据显示，2021年6月特斯拉中国批发销量为33,155辆，其中Model Y销量为11,623辆，Model 3销量为21,532辆，包括出口5017辆。</p>\n<p><img src=\"https://static.tigerbbs.com/aad1f09b6fe82f723f651c557b6318b1\" tg-width=\"1080\" tg-height=\"590\" referrerpolicy=\"no-referrer\"></p>\n<p>特斯拉的到来，逼着国内车企内卷。而它的目标绝不仅仅是其他新能源车，而是所有的燃油车企，随着里程的增加和自动驾驶的升级，未来转型慢点的燃油车都会被淘汰。这条鲶鱼在在推动电动化和智能化方面做出了极大的贡献，厂商之间的军备竞赛也将继续打起来。如果梳理国内车企和特斯拉的对抗史，我们能够看到，这场没有硝烟的战争正在越来越胶着，群雄逐鹿，大抵如此。</p>\n<p><b>一对一的单挑赛</b></p>\n<p>随着特斯拉的横空出世，销量在国内市场开启一个新纪元。首先跟上的是三家新势力蔚小理和传统车企<a href=\"https://laohu8.com/S/002594\">比亚迪</a>，其余无论是合资还是自主的国内传统车企因为燃油车体系庞大，转型不易，当时一直处于观望状态，这也是为什么现在传统车企的市值赶不上新能源汽车公司市值的原因，战略布局晚一步就需要付出更多的资金和时间去弥补。</p>\n<p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>选择在18年5月交付第一辆ES8，为国内的新能源汽车市场打头阵，随后是ES6、小鹏的G3以及理想One。为了迎合国内消费者的喜好，三家不约而同地在第一辆车上选择了SUV车型。再后来是蔚来的EC6以及小鹏的轿跑P7。</p>\n<p>在战略布局上，三家选择了各自为营单打独斗。蔚来定位豪华车，主打服务体系；理想主打增程式，解决电动车里程焦虑；理想和蔚来选择先自我提升再直面对手。而小鹏则定位为中高端电动车，主打智能化，其汽车电子电气架构最接近特斯拉。</p>\n<p><img src=\"https://static.tigerbbs.com/4a04cbe3a8ffda6cae7aeb65bdbe8159\" tg-width=\"836\" tg-height=\"1055\" referrerpolicy=\"no-referrer\"></p>\n<p>2020下半年之前似乎一直是行业的寒冬，蔚来股价跌跌不休濒临破产。而在黎明前的黑暗里，国内出现了带着磷酸铁锂刀片电池的比亚迪汉这样的爆款，带动了整个行业的信心，随后秋季又出现五菱宏光Mini这样的神车，更是打开了国内A00级别车型的市场。</p>\n<p><img src=\"https://static.tigerbbs.com/282d619c585c739411aa86293cf88f7a\" tg-width=\"1080\" tg-height=\"642\" referrerpolicy=\"no-referrer\"></p>\n<p>销量上来看，蔚来汽车6月共交付8,083台新车，环比增长20.4%。首次月交付超八千台，创历史新高。今年上半年，蔚来共交付新车41,956台，达到去年全年交付量的95.9%。</p>\n<p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>6月总交付量达6,565台，环比增加15%。上半年累计交付量为30,738台，是去年同期的5.6倍。小鹏G3全新改款G3i将于7月正式发布，预计9月启动交付。小鹏P5将于四季度启动交付，有望推动小鹏销量继续上升。</p>\n<p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>6月交付理想ONE 7,713台，环比上涨78.41%。今年上半年，理想汽车累计销量达到31,886台。</p>\n<p>比亚迪汉EV的销量虽然后劲不足，但是市场更看重比亚迪DM-i的超级混动系列，秦PLUS DM-i6月销量将近万辆。</p>\n<p><img src=\"https://static.tigerbbs.com/441ca2bcec13419bf9ac040c884b8308\" tg-width=\"750\" tg-height=\"1091\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/867ef7683167f25df5ce156e61500fbf\" tg-width=\"750\" tg-height=\"1091\" referrerpolicy=\"no-referrer\"></p>\n<p>这最早下场的四家车企选择了用不同的打法各自为政，去抢占特斯拉的市场，现在看来稍有成效，但是和特斯拉的销量还有一部分的差距。</p>\n<p>这里需要解释一下，之所以忽略微型爆款车型销量是由于A00级别车型一般价格较低，配置上无法满足自动驾驶的成本，在营收上也不能给车企带来太大的增量。而当下新能源汽车发展电动化是第一步，智能化是第二步，所有的车企最重要的还是需要有20万以上并且搭配自动驾驶服务的爆款车型才能给公司带来质的飞跃。</p>\n<p><b>传统车企+互联网的围剿赛</b></p>\n<p>从去年年底开始，眼看着三家新势力以及比亚迪的市值一骑绝尘，传统车企这时候才明白，不破不立。而在智能化的浪潮催化下，互联网大厂纷纷下场，选择和传统车企取长补短。上汽选择和阿里合作，<a href=\"https://laohu8.com/S/BIDU\">百度</a>拥抱<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>，腾讯和恒大成立合资公司，而华为的棋局就更大了。</p>\n<p><img src=\"https://static.tigerbbs.com/6fefabebad7b5df171c080d0e9a6e0b4\" tg-width=\"1080\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p>\n<p>今年四月底，华为的阵营出现了三剑客——北汽、长安和小康。北汽首先出了搭载华为激光雷达的极狐车型，将于今年年底交付。接着长安也宣布和华为合作CHN高端品牌。而<a href=\"https://laohu8.com/S/601127\">小康股份</a>，和华为有更深的合作，合作造车加上华为的销售渠道为小康全部打开，造就了小康今年上半年市值翻三倍的景象。</p>\n<p>今天整车行情中，小康继续领涨源于周五盘后一则股权激励，从新能源车销量目标来看，2021年保底销量为3.2万台，追求目标为4万台；2022年新能源汽车保底销量16万台，追求目标20万台，行权价66.03元。</p>\n<p><img src=\"https://static.tigerbbs.com/8ba4b1cfc0a165fcfc3566685507e2d2\" tg-width=\"1080\" tg-height=\"892\" referrerpolicy=\"no-referrer\"></p>\n<p>今年下半年，和华为合作的赛力斯SF5的销量会反应到小康的销量数据上来，管理层明年目标敢定这么高的目标，说明明年会有新车型上市，管理层对此有信心。而且侧面从行权价来看，一般会大幅折价，但这次小康的发行价接近当下股价，更加说明管理层对公司未来十分看好。和华为的合作，让小康脱胎换骨。而如果明年销量真的能够达到16万辆新能源汽车，小康的市值可能会在2000-3000亿之间。</p>\n<p>除了三剑客，华为合作的还有比亚迪、广汽、江淮，阵营逐渐扩张。江淮这几日的高涨幅也是传闻和华为进行了合作。再者就是广汽了，上周五盘后广汽公告，同意全资子公司广汽埃安新能源汽车有限公司与华为(AH8 车型)项目的实施。项目总投资1.5亿元人民币，计划搭载GMC2.0机电耦合系统，并于2022年12月量产。</p>\n<p>从六月的销量上来看，广汽汽车销量为16.6万辆，同比下降11.01%。细分项上除了广汽埃安系列同比增长103.75%之外（整个系列销量再次破万）其他系列车型同比都是下降的。</p>\n<p>一般来说传统汽车的短板就在于汽车智能化上面，和华为的合作，大概率可以提振广汽的销量。传统车企如果能好好抓住这次机会，在燃油车整体下行的趋势下顺利转型，不仅是自救之路，甚至还可以纵横捭阖对抗特斯拉，争夺市场份额。</p>\n<p><img src=\"https://static.tigerbbs.com/82b1a93a5cf36d2e3f5ae04a4967d4a3\" tg-width=\"1080\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p>\n<p><b>说在最后</b></p>\n<p>最新的天风数据里面继续上调了全<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车的销量，国内全年销量预计可达到270万辆，同比翻番。欧洲预计可达220万辆；美国全年预计70万辆，同比翻番。21年全球销量580万，一直在超预期。</p>\n<p>由于行业的高景气度，各路公司都想在新能源汽车市场里分一杯羹，似乎只要挂上“造车“的title就能一劳永逸。但造车没那么简单，特斯拉总是可以用出其不意的战略打法，侵占市场份额同时保持自身的利润率，让所有车企在后面追逐。想要真正打赢这场军备竞赛，国内车企需要跳出浮于表面的心思，戒骄戒躁，虽然时间不等人，但是用心做出的产品消费者才会买单。</p>","source":"lsy1579082857833","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>国内车企们的特斯拉对抗史</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国内车企们的特斯拉对抗史\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 19:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/WZOeU3r0h3_MABm0E90vOA><strong>格隆汇研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上周特斯拉Model Y标准续航版上市，定价27.6万元，续航525公里，百公里加速5.6秒。而长续航Model Y续航585，双电机全驱动，百公里加速5秒。预计8月开始交付。对比此前的长续航版和高性能版，价格直降7万和10万，幅度之大超市场预期。\n\n特斯拉的降价，大概率是用了宁德生产的磷酸铁锂电池，成本更低。27.6万元的定价，注定了model y标准版将成为特斯拉新的爆款车型。这次标准续航版...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/WZOeU3r0h3_MABm0E90vOA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"601633":"长城汽车","09868":"小鹏汽车-W","LI":"理想汽车","NIO":"蔚来","00175":"吉利汽车","01211":"比亚迪股份","XPEV":"小鹏汽车","02333":"长城汽车","TSLA":"特斯拉","00305":"五菱汽车","002594":"比亚迪"},"source_url":"https://mp.weixin.qq.com/s/WZOeU3r0h3_MABm0E90vOA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112768702","content_text":"上周特斯拉Model Y标准续航版上市，定价27.6万元，续航525公里，百公里加速5.6秒。而长续航Model Y续航585，双电机全驱动，百公里加速5秒。预计8月开始交付。对比此前的长续航版和高性能版，价格直降7万和10万，幅度之大超市场预期。\n\n特斯拉的降价，大概率是用了宁德生产的磷酸铁锂电池，成本更低。27.6万元的定价，注定了model y标准版将成为特斯拉新的爆款车型。这次标准续航版Model Y进入30万元以内的价格区间，直接把成本焦虑扔给了各大车企。而纵观全市，一个能打的都没有。\n说到这儿，还有人记得之前刹车门的事吗？\n4月19日，上海车展的特斯拉展台，一女子身穿“刹车失灵”字样T恤，站在一辆特斯拉展车车顶高声呼喊：“特斯拉刹车失灵。“ 随后特斯拉面对的是铺天盖地的负面消息、新闻、舆论以及4月下滑的销量，在国内众多的看空声中，这条巨大的鲶鱼似乎只是稍稍沉寂了一下再次一跃而起，用销量堵住了所有看热闹人的嘴。\n根据乘联会数据显示，2021年6月特斯拉中国批发销量为33,155辆，其中Model Y销量为11,623辆，Model 3销量为21,532辆，包括出口5017辆。\n\n特斯拉的到来，逼着国内车企内卷。而它的目标绝不仅仅是其他新能源车，而是所有的燃油车企，随着里程的增加和自动驾驶的升级，未来转型慢点的燃油车都会被淘汰。这条鲶鱼在在推动电动化和智能化方面做出了极大的贡献，厂商之间的军备竞赛也将继续打起来。如果梳理国内车企和特斯拉的对抗史，我们能够看到，这场没有硝烟的战争正在越来越胶着，群雄逐鹿，大抵如此。\n一对一的单挑赛\n随着特斯拉的横空出世，销量在国内市场开启一个新纪元。首先跟上的是三家新势力蔚小理和传统车企比亚迪，其余无论是合资还是自主的国内传统车企因为燃油车体系庞大，转型不易，当时一直处于观望状态，这也是为什么现在传统车企的市值赶不上新能源汽车公司市值的原因，战略布局晚一步就需要付出更多的资金和时间去弥补。\n蔚来选择在18年5月交付第一辆ES8，为国内的新能源汽车市场打头阵，随后是ES6、小鹏的G3以及理想One。为了迎合国内消费者的喜好，三家不约而同地在第一辆车上选择了SUV车型。再后来是蔚来的EC6以及小鹏的轿跑P7。\n在战略布局上，三家选择了各自为营单打独斗。蔚来定位豪华车，主打服务体系；理想主打增程式，解决电动车里程焦虑；理想和蔚来选择先自我提升再直面对手。而小鹏则定位为中高端电动车，主打智能化，其汽车电子电气架构最接近特斯拉。\n\n2020下半年之前似乎一直是行业的寒冬，蔚来股价跌跌不休濒临破产。而在黎明前的黑暗里，国内出现了带着磷酸铁锂刀片电池的比亚迪汉这样的爆款，带动了整个行业的信心，随后秋季又出现五菱宏光Mini这样的神车，更是打开了国内A00级别车型的市场。\n\n销量上来看，蔚来汽车6月共交付8,083台新车，环比增长20.4%。首次月交付超八千台，创历史新高。今年上半年，蔚来共交付新车41,956台，达到去年全年交付量的95.9%。\n小鹏汽车6月总交付量达6,565台，环比增加15%。上半年累计交付量为30,738台，是去年同期的5.6倍。小鹏G3全新改款G3i将于7月正式发布，预计9月启动交付。小鹏P5将于四季度启动交付，有望推动小鹏销量继续上升。\n理想汽车6月交付理想ONE 7,713台，环比上涨78.41%。今年上半年，理想汽车累计销量达到31,886台。\n比亚迪汉EV的销量虽然后劲不足，但是市场更看重比亚迪DM-i的超级混动系列，秦PLUS DM-i6月销量将近万辆。\n\n\n这最早下场的四家车企选择了用不同的打法各自为政，去抢占特斯拉的市场，现在看来稍有成效，但是和特斯拉的销量还有一部分的差距。\n这里需要解释一下，之所以忽略微型爆款车型销量是由于A00级别车型一般价格较低，配置上无法满足自动驾驶的成本，在营收上也不能给车企带来太大的增量。而当下新能源汽车发展电动化是第一步，智能化是第二步，所有的车企最重要的还是需要有20万以上并且搭配自动驾驶服务的爆款车型才能给公司带来质的飞跃。\n传统车企+互联网的围剿赛\n从去年年底开始，眼看着三家新势力以及比亚迪的市值一骑绝尘，传统车企这时候才明白，不破不立。而在智能化的浪潮催化下，互联网大厂纷纷下场，选择和传统车企取长补短。上汽选择和阿里合作，百度拥抱吉利汽车，腾讯和恒大成立合资公司，而华为的棋局就更大了。\n\n今年四月底，华为的阵营出现了三剑客——北汽、长安和小康。北汽首先出了搭载华为激光雷达的极狐车型，将于今年年底交付。接着长安也宣布和华为合作CHN高端品牌。而小康股份，和华为有更深的合作，合作造车加上华为的销售渠道为小康全部打开，造就了小康今年上半年市值翻三倍的景象。\n今天整车行情中，小康继续领涨源于周五盘后一则股权激励，从新能源车销量目标来看，2021年保底销量为3.2万台，追求目标为4万台；2022年新能源汽车保底销量16万台，追求目标20万台，行权价66.03元。\n\n今年下半年，和华为合作的赛力斯SF5的销量会反应到小康的销量数据上来，管理层明年目标敢定这么高的目标，说明明年会有新车型上市，管理层对此有信心。而且侧面从行权价来看，一般会大幅折价，但这次小康的发行价接近当下股价，更加说明管理层对公司未来十分看好。和华为的合作，让小康脱胎换骨。而如果明年销量真的能够达到16万辆新能源汽车，小康的市值可能会在2000-3000亿之间。\n除了三剑客，华为合作的还有比亚迪、广汽、江淮，阵营逐渐扩张。江淮这几日的高涨幅也是传闻和华为进行了合作。再者就是广汽了，上周五盘后广汽公告，同意全资子公司广汽埃安新能源汽车有限公司与华为(AH8 车型)项目的实施。项目总投资1.5亿元人民币，计划搭载GMC2.0机电耦合系统，并于2022年12月量产。\n从六月的销量上来看，广汽汽车销量为16.6万辆，同比下降11.01%。细分项上除了广汽埃安系列同比增长103.75%之外（整个系列销量再次破万）其他系列车型同比都是下降的。\n一般来说传统汽车的短板就在于汽车智能化上面，和华为的合作，大概率可以提振广汽的销量。传统车企如果能好好抓住这次机会，在燃油车整体下行的趋势下顺利转型，不仅是自救之路，甚至还可以纵横捭阖对抗特斯拉，争夺市场份额。\n\n说在最后\n最新的天风数据里面继续上调了全国新能源汽车的销量，国内全年销量预计可达到270万辆，同比翻番。欧洲预计可达220万辆；美国全年预计70万辆，同比翻番。21年全球销量580万，一直在超预期。\n由于行业的高景气度，各路公司都想在新能源汽车市场里分一杯羹，似乎只要挂上“造车“的title就能一劳永逸。但造车没那么简单，特斯拉总是可以用出其不意的战略打法，侵占市场份额同时保持自身的利润率，让所有车企在后面追逐。想要真正打赢这场军备竞赛，国内车企需要跳出浮于表面的心思，戒骄戒躁，虽然时间不等人，但是用心做出的产品消费者才会买单。","news_type":1,"symbols_score_info":{"601633":0.9,"00175":0.9,"002594":0.9,"00305":0.9,"01211":0.9,"02333":0.9,"09868":0.9,"LI":0.9,"NIO":0.9,"TSLA":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":1119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146710330,"gmtCreate":1626099048620,"gmtModify":1633930135090,"author":{"id":"4088590779250400","authorId":"4088590779250400","name":"我是小嫩韭菜呀","avatar":"https://static.tigerbbs.com/24f7eeb59c8d2a1cb8d5a36fa6f8e62d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088590779250400","authorIdStr":"4088590779250400"},"themes":[],"htmlText":"观察list","listText":"观察list","text":"观察list","images":[{"img":"https://static.tigerbbs.com/1a02bdf359485f4f37856a79a90ceae5","width":"1125","height":"2265"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146710330","isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":143516513,"gmtCreate":1625801184032,"gmtModify":1633937171609,"author":{"id":"4088590779250400","authorId":"4088590779250400","name":"我是小嫩韭菜呀","avatar":"https://static.tigerbbs.com/24f7eeb59c8d2a1cb8d5a36fa6f8e62d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088590779250400","authorIdStr":"4088590779250400"},"themes":[],"htmlText":"crazy","listText":"crazy","text":"crazy","images":[{"img":"https://static.tigerbbs.com/12fe648991a2bd27829d5bb58c49c441","width":"1125","height":"2442"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143516513","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}