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我是你傅大爷

我是你傅大爷

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我是你傅大爷

05-01 11:49

起飞

小鹏汽车：4月共交付新车35045台，同比增长273%

我是你傅大爷

02-15

可以空了

抱歉，原内容已删除

我是你傅大爷

01-09

猛是猛，股价不行

年销量突破50万辆，理想汽车为何这么猛？

我是你傅大爷

01-01

$拼多多(PDD)$ 我梦到涨到158.88，大约2个月

我是你傅大爷

2024-09-27

赔钱

上交所：对股票交易异常情况的发生，本所深表歉意

我是你傅大爷

2024-05-22

都34.8了

花旗：予小鹏汽车-W(09868)“沽售”评级目标价上调至29.9港元

我是你傅大爷

2024-01-03

$Earlyworks(ELWS)$ 终于解套了，成本0.81元，睡前设置0.85比当时价高百分百30，成交量，没想到最高涨百分之89，胆子还是小了点吧

我是你傅大爷

2023-12-28

四个保温杯？真大气

抱歉，原内容已删除

我是你傅大爷

2023-11-23

股票涨回来

法拉第未来宣布进军中东市场并签署战略合作协议

我是你傅大爷

2023-11-23

期待老虎证券大涨，我的股票翻五翻

我是你傅大爷

2023-11-21

帮别人换电挣几个钱？

长安汽车与蔚来签约，开展换电业务合作

我是你傅大爷

2023-11-21

和红旗合作，呵呵呵

李斌内部讲话回应换电业务可持续性：首个合作换电的车企将落地

我是你傅大爷

2023-08-02

$小鹏汽车-W(09868)$ 看样子药跌回去了

去老虎APP查看更多动态

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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\">2025-05-01 11:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>小鹏汽车5月1日公布最新交付成绩。2025年4月，小鹏汽车共交付新车35,045台，同比增长273%，环比增长6%。小鹏MONA M03上市8个月累计交付超10万台；小鹏P7+上市5个月，近日已完成第5万台新车下线。2025年1月-4月，小鹏汽车累计交付新车共129,053台，同比增长313%。4月，小鹏汽车已突破70万台交付里程碑。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/114d5f8ca6b82227e4b1e861ff6603db\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"2338\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7eac6cc41383115590c8d3c252edfb6d","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126429467","content_text":"小鹏汽车5月1日公布最新交付成绩。2025年4月，小鹏汽车共交付新车35,045台，同比增长273%，环比增长6%。小鹏MONA M03上市8个月累计交付超10万台；小鹏P7+上市5个月，近日已完成第5万台新车下线。2025年1月-4月，小鹏汽车累计交付新车共129,053台，同比增长313%。4月，小鹏汽车已突破70万台交付里程碑。","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403749214298456,"gmtCreate":1739596292788,"gmtModify":1739596294017,"author":{"id":"4116467245192370","authorId":"4116467245192370","name":"我是你傅大爷","avatar":"https://static.tigerbbs.com/a521162b4261bd6f375bf22c3cd7136c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4116467245192370","idStr":"4116467245192370"},"themes":[],"htmlText":"可以空了","listText":"可以空了","text":"可以空了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403749214298456","repostId":"2511469206","repostType":2,"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390647065792944,"gmtCreate":1736391212093,"gmtModify":1736391215345,"author":{"id":"4116467245192370","authorId":"4116467245192370","name":"我是你傅大爷","avatar":"https://static.tigerbbs.com/a521162b4261bd6f375bf22c3cd7136c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4116467245192370","idStr":"4116467245192370"},"themes":[],"htmlText":"猛是猛，股价不行","listText":"猛是猛，股价不行","text":"猛是猛，股价不行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390647065792944","repostId":"2501379567","repostType":2,"repost":{"id":"2501379567","kind":"highlight","pubTimestamp":1736307982,"share":"https://www.laohu8.com/m/news/2501379567?lang=&edition=full","pubTime":"2025-01-08 11:46","market":"hk","language":"zh","title":"年销量突破50万辆，理想汽车为何这么猛？","url":"https://stock-news.laohu8.com/highlight/detail?id=2501379567","media":"格隆汇","summary":"2024年，国内车市加速洗牌。","content":"<p>2024年，国内车市加速洗牌。</p><p>如果说过去汽车市场的竞争或许仅仅是传统车企之间的座次调整，但随着众多造车新势力的加入，当前市场竞争已经演变成了一场激烈的末位淘汰战。</p><p>这张牌桌，上桌不易，赢牌更难。如今，洗牌、淘汰加快，未来胜者终将屈指可数，这成为行业下半场格局演绎的共识。</p><p>五年乃至十年后新能源汽车市场的格局将如何演绎，还未可知。但年销量作为衡量一家车企能否顺利留在牌桌之上最为直观的数据，或许为我们提供了一些新能源汽车行业发展的草蛇灰线。</p><p>数据显示，2024年造车新势力全年销量均创新高，甚至多家实现同比翻倍增长。<a href=\"https://laohu8.com/S/LI\">理想汽车</a>以超50万辆的成绩再次拿下冠军，成为唯一一家销量突破50万辆大关的新势力车企，坐稳行业“一哥”的宝座。</p><p>理想能够取得这一成绩并非空谈，也不是偶然，而是实实在在通过努力结出的硕果，背后必然有着正确的战略和执行。</p><p><strong>关键打好“三张牌”</strong></p><p>年销量超过50万辆，对于理想而言，并不仅仅是销量数字的突破，更是其在市场洞察、产品定义、企业经营管理上展现出了独立的判断和节奏的掌控，赢得了市场的信任和支持。</p><p>可以说，从战略定力到高执行力，理想都展现出了国内车企中少有的特质，这也是理想在激烈的市场竞争中能够制胜的核心。</p><p>自成立之初，理想就抓住市场中家庭用车的需求，且没有汽车品牌单独瞄准这个细分品类所造成的空白市场领域机会，通过产品在空间性，<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>化和续航能力方面的优势对燃油车和新能源车展开差异化的竞争，成为细分赛道内的爆款。</p><p>从理想ONE到理想L系列，理想的增程电动产品让消费者告别续航和充电的焦虑。首创的“冰箱彩电大沙发”也从一开始被市场嗤之以鼻，变成如今的新能源“标配”。理想MEGA率先搭载麒麟5C电池，充电12分钟续航增加500公里。可以看到，理想所拥有超越级别的强大产品力，不仅重新定义电动汽车，更是引领着行业的潮流。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/099972dfe4cf7ea28e8cf44f17aef8f1\" tg-width=\"1466\" tg-height=\"730\"></p><p>这一战略性的目光还帮助理想顺利过渡到新能源汽车竞争的下半场，并让其持续走在行业的前列。</p><p>数据显示，自2023年Q4至今的12个月内，理想累计研发投入超过120亿元，投入规模在行业内处于领先地位。其中，接近50%的资金都倾注到了人工智能的研发上，在智能驾驶、智能空间、智能工业、智能商业四大领域建立了领先的技术优势。</p><p>智能驾驶方面，从NPN轻图到NOA无图，再到全量推送全新一代技术架构端到端+VLM双系统，理想以令人惊叹的每周两个模型版本的迭代速度，在短短一年的时间内完成了智能驾驶技术的“三级跳”。</p><p>与此同时，理想在智能空间领域的突破同样不容小觑。其推出的理想同学App，基于理想汽车自研的基座大模型Mind GPT，不仅打破了车机与手机之间的界限，还实现了从车机到手机的无缝衔接，为用户提供了更加连贯的智能体验。</p><p>理想同学App的登场，标志着理想在智能空间领域的布局持续深入，它不仅增强了车机的智能交互能力，还拓展到了更广泛的应用场景，使得理想在智能化转型的道路上迈出了坚实的一步。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa98570ee6e2a6f700fde7833a456f14\" tg-width=\"658\" tg-height=\"370\"></p><p>从汽车到车机系统再到手机，理想的每一次蜕变可谓是意义深远。从中也可以看到，理想正凭借着其对行业趋势的精准把握、明确的产品理念以及清晰的战略规划，展现出了自身蓬勃的生命力。</p><p>种种迹象表明，理想正在逐步摆脱单一新势力车企的标签，向全球领先的人工智能企业大步迈进。这一更高维度的布局，也是理想未来能够实现快速成长的关键所在。</p><p><strong>结语</strong></p><p>不夸张地说，新能源时代成就了理想，理想也有望引领新能源汽车行业。</p><p>目前，新能源汽车行业已经进入智能化的下半场，产业及市场对于人工智能的共识度和期待值均较高，去年人工智能更是频频引爆资本市场。未来三到五年，人工智能逐渐变成决定一家车企能否在头部竞争中获得一席之地的根本。</p><p>若将时间再倒回新能源汽车时代上半场，全球电动车全面爆发之际，出现了一个大赢家，那便是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。如今，在智能化下半场的角逐时刻，理想作为国内发展最猛的头部选手，会不会成为下半场的最终赢家？我们拭目以待。</p>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>年销量突破50万辆，理想汽车为何这么猛？</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年销量突破50万辆，理想汽车为何这么猛？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-08 11:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/1590858><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2024年，国内车市加速洗牌。如果说过去汽车市场的竞争或许仅仅是传统车企之间的座次调整，但随着众多造车新势力的加入，当前市场竞争已经演变成了一场激烈的末位淘汰战。这张牌桌，上桌不易，赢牌更难。如今，洗牌、淘汰加快，未来胜者终将屈指可数，这成为行业下半场格局演绎的共识。五年乃至十年后新能源汽车市场的格局将如何演绎，还未可知。但年销量作为衡量一家车企能否顺利留在牌桌之上最为直观的数据，或许为我们提供了...</p>\n\n<a href=\"https://www.gelonghui.com/p/1590858\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/cf07f-1ecb3434-27ef-497c-ab8a-3d635bbddae8.png?guru_height=730&amp;guru_width=1466","relate_stocks":{"BK4099":"汽车制造商","BK1119":"汽车制造商","BK1587":"次新股","BK4503":"景林资产持仓","BK4548":"巴美列捷福持仓","BK4563":"昨日强势股","BK4551":"寇图资本持仓","BK1588":"回港中概股","LU1720050803.USD":"安联全方位中国股票基金","BK4585":"ETF&股票定投概念","02015":"理想汽车-W","BK4555":"新能源车","BK4588":"碎股","BK4526":"热门中概股","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","BK1575":"同股不同权","LI":"理想汽车","BK1539":"汽车股"},"source_url":"https://www.gelonghui.com/p/1590858","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2501379567","content_text":"2024年，国内车市加速洗牌。如果说过去汽车市场的竞争或许仅仅是传统车企之间的座次调整，但随着众多造车新势力的加入，当前市场竞争已经演变成了一场激烈的末位淘汰战。这张牌桌，上桌不易，赢牌更难。如今，洗牌、淘汰加快，未来胜者终将屈指可数，这成为行业下半场格局演绎的共识。五年乃至十年后新能源汽车市场的格局将如何演绎，还未可知。但年销量作为衡量一家车企能否顺利留在牌桌之上最为直观的数据，或许为我们提供了一些新能源汽车行业发展的草蛇灰线。数据显示，2024年造车新势力全年销量均创新高，甚至多家实现同比翻倍增长。理想汽车以超50万辆的成绩再次拿下冠军，成为唯一一家销量突破50万辆大关的新势力车企，坐稳行业“一哥”的宝座。理想能够取得这一成绩并非空谈，也不是偶然，而是实实在在通过努力结出的硕果，背后必然有着正确的战略和执行。关键打好“三张牌”年销量超过50万辆，对于理想而言，并不仅仅是销量数字的突破，更是其在市场洞察、产品定义、企业经营管理上展现出了独立的判断和节奏的掌控，赢得了市场的信任和支持。可以说，从战略定力到高执行力，理想都展现出了国内车企中少有的特质，这也是理想在激烈的市场竞争中能够制胜的核心。自成立之初，理想就抓住市场中家庭用车的需求，且没有汽车品牌单独瞄准这个细分品类所造成的空白市场领域机会，通过产品在空间性，智能化和续航能力方面的优势对燃油车和新能源车展开差异化的竞争，成为细分赛道内的爆款。从理想ONE到理想L系列，理想的增程电动产品让消费者告别续航和充电的焦虑。首创的“冰箱彩电大沙发”也从一开始被市场嗤之以鼻，变成如今的新能源“标配”。理想MEGA率先搭载麒麟5C电池，充电12分钟续航增加500公里。可以看到，理想所拥有超越级别的强大产品力，不仅重新定义电动汽车，更是引领着行业的潮流。这一战略性的目光还帮助理想顺利过渡到新能源汽车竞争的下半场，并让其持续走在行业的前列。数据显示，自2023年Q4至今的12个月内，理想累计研发投入超过120亿元，投入规模在行业内处于领先地位。其中，接近50%的资金都倾注到了人工智能的研发上，在智能驾驶、智能空间、智能工业、智能商业四大领域建立了领先的技术优势。智能驾驶方面，从NPN轻图到NOA无图，再到全量推送全新一代技术架构端到端+VLM双系统，理想以令人惊叹的每周两个模型版本的迭代速度，在短短一年的时间内完成了智能驾驶技术的“三级跳”。与此同时，理想在智能空间领域的突破同样不容小觑。其推出的理想同学App，基于理想汽车自研的基座大模型Mind GPT，不仅打破了车机与手机之间的界限，还实现了从车机到手机的无缝衔接，为用户提供了更加连贯的智能体验。理想同学App的登场，标志着理想在智能空间领域的布局持续深入，它不仅增强了车机的智能交互能力，还拓展到了更广泛的应用场景，使得理想在智能化转型的道路上迈出了坚实的一步。从汽车到车机系统再到手机，理想的每一次蜕变可谓是意义深远。从中也可以看到，理想正凭借着其对行业趋势的精准把握、明确的产品理念以及清晰的战略规划，展现出了自身蓬勃的生命力。种种迹象表明，理想正在逐步摆脱单一新势力车企的标签，向全球领先的人工智能企业大步迈进。这一更高维度的布局，也是理想未来能够实现快速成长的关键所在。结语不夸张地说，新能源时代成就了理想，理想也有望引领新能源汽车行业。目前，新能源汽车行业已经进入智能化的下半场，产业及市场对于人工智能的共识度和期待值均较高，去年人工智能更是频频引爆资本市场。未来三到五年，人工智能逐渐变成决定一家车企能否在头部竞争中获得一席之地的根本。若将时间再倒回新能源汽车时代上半场，全球电动车全面爆发之际，出现了一个大赢家，那便是特斯拉。如今，在智能化下半场的角逐时刻，理想作为国内发展最猛的头部选手，会不会成为下半场的最终赢家？我们拭目以待。","news_type":1},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387738355044880,"gmtCreate":1735702539956,"gmtModify":1735704165798,"author":{"id":"4116467245192370","authorId":"4116467245192370","name":"我是你傅大爷","avatar":"https://static.tigerbbs.com/a521162b4261bd6f375bf22c3cd7136c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4116467245192370","idStr":"4116467245192370"},"themes":[],"htmlText":"<a 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我梦到涨到158.88，大约2个月","images":[{"img":"https://static.tigerbbs.com/f912f5a3eacdc5be297902474e8b20b4","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387738355044880","isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":353992488980760,"gmtCreate":1727432098238,"gmtModify":1727432099937,"author":{"id":"4116467245192370","authorId":"4116467245192370","name":"我是你傅大爷","avatar":"https://static.tigerbbs.com/a521162b4261bd6f375bf22c3cd7136c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4116467245192370","idStr":"4116467245192370"},"themes":[],"htmlText":"赔钱","listText":"赔钱","text":"赔钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353992488980760","repostId":"1135413020","repostType":2,"repost":{"id":"1135413020","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":1727431714,"share":"https://www.laohu8.com/m/news/1135413020?lang=&edition=full","pubTime":"2024-09-27 18:08","market":"sh","language":"zh","title":"上交所：对股票交易异常情况的发生，本所深表歉意","url":"https://stock-news.laohu8.com/highlight/detail?id=1135413020","media":"老虎资讯综合","summary":"上交所发布公告。","content":"<html><head></head><body><p>今日开盘后，本所股票竞价交易出现成交确认缓慢的异常情况，并导致交易受到影响。</p><p style=\"text-align: left;\">经处置，股票竞价交易于11点13分起逐步恢复。</p><p style=\"text-align: left;\">对于该异常情况的发生，本所深表歉意。</p><p style=\"text-align: left;\">特此公告。</p><p style=\"text-align: left;\">上海证券交易所</p><p style=\"text-align: left;\">2024年9月27日</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10ffd969c7bbe1088725f5b64872f08e\" tg-width=\"1557\" tg-height=\"842\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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18:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>今日开盘后，本所股票竞价交易出现成交确认缓慢的异常情况，并导致交易受到影响。</p><p style=\"text-align: left;\">经处置，股票竞价交易于11点13分起逐步恢复。</p><p style=\"text-align: left;\">对于该异常情况的发生，本所深表歉意。</p><p style=\"text-align: left;\">特此公告。</p><p style=\"text-align: left;\">上海证券交易所</p><p style=\"text-align: left;\">2024年9月27日</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10ffd969c7bbe1088725f5b64872f08e\" tg-width=\"1557\" tg-height=\"842\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c009785e5c41845fa58ca3bcb4e7cc12","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135413020","content_text":"今日开盘后，本所股票竞价交易出现成交确认缓慢的异常情况，并导致交易受到影响。经处置，股票竞价交易于11点13分起逐步恢复。对于该异常情况的发生，本所深表歉意。特此公告。上海证券交易所2024年9月27日","news_type":1},"isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308535271756104,"gmtCreate":1716347837036,"gmtModify":1716347838717,"author":{"id":"4116467245192370","authorId":"4116467245192370","name":"我是你傅大爷","avatar":"https://static.tigerbbs.com/a521162b4261bd6f375bf22c3cd7136c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4116467245192370","idStr":"4116467245192370"},"themes":[],"htmlText":"都34.8了","listText":"都34.8了","text":"都34.8了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308535271756104","repostId":"2437285459","repostType":2,"repost":{"id":"2437285459","kind":"news","pubTimestamp":1716347165,"share":"https://www.laohu8.com/m/news/2437285459?lang=&edition=full","pubTime":"2024-05-22 11:06","market":"sh","language":"zh","title":"花旗：予小鹏汽车-W(09868)“沽售”评级 目标价上调至29.9港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2437285459","media":"智通财经","summary":"智通财经APP获悉，花旗发布研究报告称，认为与大众汽车合作所收取的技术费应该不是长期经常性费用，而是持续两2至三年的一次性收入。考虑到大众汽车技术费的盈利能见度更高，目标价从28.3港元上调至29.9港元，评级“沽售”。报告中称，小鹏第一季整体毛利率超预期，主要受惠于大众汽车技术费用，预计该费用约2.54亿人民币。车辆利润率稳定在5.5%，按季增长1.4个百分点，原因是X9的利润贡献较高。而季内纯利亦略高于市场预期。管理层对第二季销量指引亦与符合市场预期。另外，该行预计小鹏第一季净现金总额为298亿元人民币，按季下降14%。","content":"<html><body><p>智通财经APP获悉，花旗发布研究报告称，认为与大众汽车合作所收取的技术费应该不是长期经常性费用，而是持续两2至三年的一次性收入。考虑到大众汽车技术费的盈利能见度更高，目标价从28.3港元上调至29.9港元，评级“沽售”。</p><p>报告中称，小鹏第一季整体毛利率超预期，主要受惠于大众汽车技术费用，预计该费用约2.54亿人民币。车辆利润率稳定在5.5%，按季增长1.4个百分点，原因是X9的利润贡献较高。而季内纯利亦略高于市场预期。管理层对第二季销量指引亦与符合市场预期。另外，该行预计小鹏第一季净现金总额为298亿元人民币，按季下降14%。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://www.zhitongcaijing.com/content/detail/1124338.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，花旗发布研究报告称，认为与大众汽车合作所收取的技术费应该不是长期经常性费用，而是持续两2至三年的一次性收入。考虑到大众汽车技术费的盈利能见度更高，目标价从28.3港元上调至29.9港元，评级“沽售”。报告中称，小鹏第一季整体毛利率超预期，主要受惠于大众汽车技术费用，预计该费用约2.54亿人民币。车辆利润率稳定在5.5%，按季增长1.4个百分点，原因是X9的利润贡献较高。而季内...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1124338.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"http://www.zhitongcaijing.com/content/detail/1124338.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437285459","content_text":"智通财经APP获悉，花旗发布研究报告称，认为与大众汽车合作所收取的技术费应该不是长期经常性费用，而是持续两2至三年的一次性收入。考虑到大众汽车技术费的盈利能见度更高，目标价从28.3港元上调至29.9港元，评级“沽售”。报告中称，小鹏第一季整体毛利率超预期，主要受惠于大众汽车技术费用，预计该费用约2.54亿人民币。车辆利润率稳定在5.5%，按季增长1.4个百分点，原因是X9的利润贡献较高。而季内纯利亦略高于市场预期。管理层对第二季销量指引亦与符合市场预期。另外，该行预计小鹏第一季净现金总额为298亿元人民币，按季下降14%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":258937023705240,"gmtCreate":1704247019847,"gmtModify":1704247021416,"author":{"id":"4116467245192370","authorId":"4116467245192370","name":"我是你傅大爷","avatar":"https://static.tigerbbs.com/a521162b4261bd6f375bf22c3cd7136c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4116467245192370","idStr":"4116467245192370"},"themes":[],"htmlText":"<a 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终于解套了，成本0.81元，睡前设置0.85比当时价高百分百30，成交量，没想到最高涨百分之89，胆子还是小了点吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/258937023705240","isVote":1,"tweetType":1,"viewCount":1720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256816759513208,"gmtCreate":1703732896912,"gmtModify":1703732898349,"author":{"id":"4116467245192370","authorId":"4116467245192370","name":"我是你傅大爷","avatar":"https://static.tigerbbs.com/a521162b4261bd6f375bf22c3cd7136c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4116467245192370","idStr":"4116467245192370"},"themes":[],"htmlText":"四个保温杯？真大气","listText":"四个保温杯？真大气","text":"四个保温杯？真大气","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256816759513208","repostId":"1164490276","repostType":2,"isVote":1,"tweetType":1,"viewCount":1256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":244689469337904,"gmtCreate":1700753289658,"gmtModify":1700753291146,"author":{"id":"4116467245192370","authorId":"4116467245192370","name":"我是你傅大爷","avatar":"https://static.tigerbbs.com/a521162b4261bd6f375bf22c3cd7136c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4116467245192370","idStr":"4116467245192370"},"themes":[],"htmlText":"股票涨回来","listText":"股票涨回来","text":"股票涨回来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/244689469337904","repostId":"1154220576","repostType":2,"repost":{"id":"1154220576","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":1700752973,"share":"https://www.laohu8.com/m/news/1154220576?lang=&edition=full","pubTime":"2023-11-23 23:22","market":"us","language":"zh","title":"法拉第未来宣布进军中东市场并签署战略合作协议","url":"https://stock-news.laohu8.com/highlight/detail?id=1154220576","media":"老虎资讯综合","summary":"11月23日，法拉第未来宣布与Master Investment Group和Siraj Finance LLC签署战略合作协议，进军中东市场并进行品牌发布。法拉第未来计划推出为中东市场定制的FF 91 2.0 Futurist aiFalcon限量版并在2024年内进行交付。","content":"<html><head></head><body><p>11月23日，法拉第未来宣布与Master Investment Group和Siraj Finance LLC签署战略合作协议，进军中东市场并进行品牌发布。法拉第未来计划推出为中东市场定制的FF 91 2.0 Futurist aiFalcon限量版并在2024年内进行交付。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/405e1c27fa54336633c7f952afe5a024\" tg-width=\"844\" tg-height=\"696\"/></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\" 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n法拉第未来宣布进军中东市场并签署战略合作协议\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-11-23 23:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月23日，法拉第未来宣布与Master Investment Group和Siraj Finance LLC签署战略合作协议，进军中东市场并进行品牌发布。法拉第未来计划推出为中东市场定制的FF 91 2.0 Futurist aiFalcon限量版并在2024年内进行交付。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/405e1c27fa54336633c7f952afe5a024\" tg-width=\"844\" tg-height=\"696\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154220576","content_text":"11月23日，法拉第未来宣布与Master Investment Group和Siraj Finance LLC签署战略合作协议，进军中东市场并进行品牌发布。法拉第未来计划推出为中东市场定制的FF 91 2.0 Futurist aiFalcon限量版并在2024年内进行交付。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":244677940736168,"gmtCreate":1700750370910,"gmtModify":1700750450580,"author":{"id":"4116467245192370","authorId":"4116467245192370","name":"我是你傅大爷","avatar":"https://static.tigerbbs.com/a521162b4261bd6f375bf22c3cd7136c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4116467245192370","idStr":"4116467245192370"},"themes":[],"htmlText":"期待老虎证券大涨，我的股票翻五翻","listText":"期待老虎证券大涨，我的股票翻五翻","text":"期待老虎证券大涨，我的股票翻五翻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/244677940736168","isVote":1,"tweetType":1,"viewCount":1704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":243864321691936,"gmtCreate":1700551736747,"gmtModify":1700551885326,"author":{"id":"4116467245192370","authorId":"4116467245192370","name":"我是你傅大爷","avatar":"https://static.tigerbbs.com/a521162b4261bd6f375bf22c3cd7136c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4116467245192370","idStr":"4116467245192370"},"themes":[],"htmlText":"帮别人换电挣几个钱？","listText":"帮别人换电挣几个钱？","text":"帮别人换电挣几个钱？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/243864321691936","repostId":"1165512322","repostType":2,"repost":{"id":"1165512322","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":1700548202,"share":"https://www.laohu8.com/m/news/1165512322?lang=&edition=full","pubTime":"2023-11-21 14:30","market":"other","language":"zh","title":"长安汽车与蔚来签约，开展换电业务合作","url":"https://stock-news.laohu8.com/highlight/detail?id=1165512322","media":"老虎资讯综合","summary":"据$蔚来(NIO)$微博消息，11月21日，$长安汽车(000625)$与$蔚来(NIO.SI)$在重庆签署换电业务合作协议，双方将在推动换电电池标准建立、换电网络建设与共享、换电车型研发、建立高效的电池资产管理机制等方面展开合作，共同推进汽车行业高质量发展和低碳转型。","content":"<html><head></head><body><p>11月21日下午消息，<a href=\"https://laohu8.com/S/000625\">长安汽车</a>与<a href=\"https://laohu8.com/S/NIO\">蔚来</a>在重庆签署换电业务合作协议，双方将在推动换电电池标准建立、换电网络建设与共享、换电车型研发、建立高效的电池资产管理机制等方面展开合作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/861ec7b016c845d6ab75782717b820b0\" tg-width=\"690\" tg-height=\"460\"/></p><p>长安汽车董事长、党委书记朱华荣与<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>创始人、董事长、CEO李斌座谈并见证签约。长安汽车总裁王俊，长安汽车副总裁王辉，深蓝汽车总经理邓承浩，蔚来联合创始人、总裁秦力洪，蔚来高级副总裁沈斐等出席活动。</p><p style=\"text-align: start;\">蔚来创始人、董事长、CEO李斌表示：“从充换电业务开始的第一天，蔚来就决定向全行业开放。与互联网云服务基础设施一样，蔚来换电网络和蔚来能源云也是走了一条基建先行、内部闭环、全场景验证、对外开放的道路。经过5年的发展，蔚来换电网络和蔚来能源云在研发、建设、运营等方面已经积累了丰富的经验，蔚来换电业务已经做好了向行业开放的准备。作为中国汽车市场的领军企业，长安汽车向电动化转型的决心和行动令人钦佩。通过此次合作，蔚来和长安汽车将共同推进新能源汽车产业高质量发展，推动汽车行业的低碳转型。”</p><p style=\"text-align: start;\">长安汽车董事长、党委书记朱华荣表示：“在国家大力发展新能源、智能网联汽车的背景下，蔚来换电模式的落地，具有里程碑意义，长安汽车和蔚来此次换电业务合作，将推动新能源汽车产业进一步高质量发展，意义重大。未来，长安汽车将不仅仅在换电领域与蔚来合作，也将在其他平台性、基础性生态领域，从能源、充换电、整车、生态等方面，持续加强和蔚来的合作，共同推动产业高质量发展格局的构建，形成共创共享、互利互惠的良性生态。”</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>长安汽车与蔚来签约，开展换电业务合作</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n长安汽车与蔚来签约，开展换电业务合作\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-11-21 14:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月21日下午消息，<a href=\"https://laohu8.com/S/000625\">长安汽车</a>与<a href=\"https://laohu8.com/S/NIO\">蔚来</a>在重庆签署换电业务合作协议，双方将在推动换电电池标准建立、换电网络建设与共享、换电车型研发、建立高效的电池资产管理机制等方面展开合作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/861ec7b016c845d6ab75782717b820b0\" tg-width=\"690\" tg-height=\"460\"/></p><p>长安汽车董事长、党委书记朱华荣与<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>创始人、董事长、CEO李斌座谈并见证签约。长安汽车总裁王俊，长安汽车副总裁王辉，深蓝汽车总经理邓承浩，蔚来联合创始人、总裁秦力洪，蔚来高级副总裁沈斐等出席活动。</p><p style=\"text-align: start;\">蔚来创始人、董事长、CEO李斌表示：“从充换电业务开始的第一天，蔚来就决定向全行业开放。与互联网云服务基础设施一样，蔚来换电网络和蔚来能源云也是走了一条基建先行、内部闭环、全场景验证、对外开放的道路。经过5年的发展，蔚来换电网络和蔚来能源云在研发、建设、运营等方面已经积累了丰富的经验，蔚来换电业务已经做好了向行业开放的准备。作为中国汽车市场的领军企业，长安汽车向电动化转型的决心和行动令人钦佩。通过此次合作，蔚来和长安汽车将共同推进新能源汽车产业高质量发展，推动汽车行业的低碳转型。”</p><p style=\"text-align: start;\">长安汽车董事长、党委书记朱华荣表示：“在国家大力发展新能源、智能网联汽车的背景下，蔚来换电模式的落地，具有里程碑意义，长安汽车和蔚来此次换电业务合作，将推动新能源汽车产业进一步高质量发展，意义重大。未来，长安汽车将不仅仅在换电领域与蔚来合作，也将在其他平台性、基础性生态领域，从能源、充换电、整车、生态等方面，持续加强和蔚来的合作，共同推动产业高质量发展格局的构建，形成共创共享、互利互惠的良性生态。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","09866":"蔚来-SW","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK0010":"央企","BK4555":"新能源车","000625":"长安汽车","BK0028":"国家队","BK4509":"腾讯概念","BK1588":"回港中概股","BK0264":"汽车制造","NIO.SI":"蔚来","BK1119":"汽车制造商","BK4588":"碎股","BK0014":"新能源汽车","BK0188":"融资融券","BK4526":"热门中概股","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4574":"无人驾驶","NIO":"蔚来","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165512322","content_text":"11月21日下午消息，长安汽车与蔚来在重庆签署换电业务合作协议，双方将在推动换电电池标准建立、换电网络建设与共享、换电车型研发、建立高效的电池资产管理机制等方面展开合作。长安汽车董事长、党委书记朱华荣与蔚来创始人、董事长、CEO李斌座谈并见证签约。长安汽车总裁王俊，长安汽车副总裁王辉，深蓝汽车总经理邓承浩，蔚来联合创始人、总裁秦力洪，蔚来高级副总裁沈斐等出席活动。蔚来创始人、董事长、CEO李斌表示：“从充换电业务开始的第一天，蔚来就决定向全行业开放。与互联网云服务基础设施一样，蔚来换电网络和蔚来能源云也是走了一条基建先行、内部闭环、全场景验证、对外开放的道路。经过5年的发展，蔚来换电网络和蔚来能源云在研发、建设、运营等方面已经积累了丰富的经验，蔚来换电业务已经做好了向行业开放的准备。作为中国汽车市场的领军企业，长安汽车向电动化转型的决心和行动令人钦佩。通过此次合作，蔚来和长安汽车将共同推进新能源汽车产业高质量发展，推动汽车行业的低碳转型。”长安汽车董事长、党委书记朱华荣表示：“在国家大力发展新能源、智能网联汽车的背景下，蔚来换电模式的落地，具有里程碑意义，长安汽车和蔚来此次换电业务合作，将推动新能源汽车产业进一步高质量发展，意义重大。未来，长安汽车将不仅仅在换电领域与蔚来合作，也将在其他平台性、基础性生态领域，从能源、充换电、整车、生态等方面，持续加强和蔚来的合作，共同推动产业高质量发展格局的构建，形成共创共享、互利互惠的良性生态。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":243623095799832,"gmtCreate":1700498003000,"gmtModify":1700498144738,"author":{"id":"4116467245192370","authorId":"4116467245192370","name":"我是你傅大爷","avatar":"https://static.tigerbbs.com/a521162b4261bd6f375bf22c3cd7136c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4116467245192370","idStr":"4116467245192370"},"themes":[],"htmlText":"和红旗合作，呵呵呵","listText":"和红旗合作，呵呵呵","text":"和红旗合作，呵呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/243623095799832","repostId":"2384530267","repostType":2,"repost":{"id":"2384530267","kind":"news","pubTimestamp":1700479980,"share":"https://www.laohu8.com/m/news/2384530267?lang=&edition=full","pubTime":"2023-11-20 19:33","market":"hk","language":"zh","title":"李斌内部讲话回应换电业务可持续性：首个合作换电的车企将落地","url":"https://stock-news.laohu8.com/highlight/detail?id=2384530267","media":"第一财经","summary":"11月20日，蔚来董事长、CEO李斌发起面向全员的内部讲话与问答，重点谈及了近期组织优化、销量压力、未来两年发展方向等话题。针对员工提出的换电业务是否可持续经营的质疑，李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在谈。但当时，蔚来并未对这一消息的真实性作出回应。随后便有消息传出，蔚来将和奔驰就换电进行合作。","content":"<div>\n<p>李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在谈。11月20日，蔚来董事长、CEO李斌发起面向全员的内部讲话与问答，重点谈及了近期组织优化、销量压力、未来两年发展方向等话题。针对员工提出的换电业务是否可持续经营的质疑，李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在...</p>\n\n<a href=\"https://www.yicai.com/news/101908032.html\">Web Link</a>\n\n</div>\n","source":"dyvj","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\" 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href=https://www.yicai.com/news/101908032.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在谈。11月20日，蔚来董事长、CEO李斌发起面向全员的内部讲话与问答，重点谈及了近期组织优化、销量压力、未来两年发展方向等话题。针对员工提出的换电业务是否可持续经营的质疑，李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在...</p>\n\n<a href=\"https://www.yicai.com/news/101908032.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eabbe9111ef48fb5be9af4aab074a1fd","relate_stocks":{"BK4509":"腾讯概念","NIO":"蔚来","09866":"蔚来-SW","BK4588":"碎股","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4526":"热门中概股","LU0052750758.USD":"富兰克林中国基金A Acc","BK4574":"无人驾驶","NIO.SI":"蔚来","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车"},"source_url":"https://www.yicai.com/news/101908032.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2384530267","content_text":"李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在谈。11月20日，蔚来董事长、CEO李斌发起面向全员的内部讲话与问答，重点谈及了近期组织优化、销量压力、未来两年发展方向等话题。针对员工提出的换电业务是否可持续经营的质疑，李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在谈。今年8月，曾有网传消息称，蔚来和奔驰达成合作，蔚来将向奔驰开放换电平台，开启新的盈利模式。但当时，蔚来并未对这一消息的真实性作出回应。今年上海车展期间，梅赛德斯-奔驰集团股份公司董事会主席、CEO康林松和蔚来董事长、CEO李斌曾同框出现，双方被拍到在蔚来的Nio House内会面。随后便有消息传出，蔚来将和奔驰就换电进行合作。但当时蔚来和奔驰方面均对这一消息进行了否认。尽管在当时否认了和奔驰合作的消息，但李斌此前就表示，已经有车企与蔚来在谈共用换电站，并使用蔚来的换电模式来研发新车。7月下旬，蔚来能源高级副总裁沈斐在接受第一财经记者采访时也说道，正在与一些同行洽谈合作共用换电站。11月20日，蔚来宣布，蔚来第2100座换电站于G22青兰高速壶口服务区正式上线，至此全国换电站累计布局数量已达2103座。蔚来充电桩突破20000根，覆盖全国306座城市。蔚来充电桩向所有新能源用户开放，已累计为超过110个品牌，提供近3000万次服务。除了蔚来外，吉利、上汽以及宁德时代在换电领域也有所布局，但换电站数量和蔚来相比有较大差距。但值得注意的是，目前换电模式尚未有一个明确的盈利模型。现在整个换电行业都面临建站成本高、商业模式不确定、标准不统一等挑战。根据协鑫能科公告，乘用车换电站单站建设成本约为260万元，重卡换电站建设成本则需420万元，除换电站建设费用外，运营商还需承担电池投资、线路投资等费用，所以乘用车、重卡换电站所需投资额可分别达到500万元、1000万元。有换电站运营商向记者表示，某品牌的旗舰型换电站，其建设成本大约为400万元/座，电池60块（成本另算），2000KVA电力增容预计200万元，加上场地租赁、运营成本和电费支出，单站每天需要服务1000辆车，预计3~4年左右才可以做到盈亏平衡。小鹏、理想、奇瑞等车企更青睐于布局高压快充，意图以更短的充电时间来减少用户的补能困难和补能焦虑。但高压快充在规模化应用上还面临电网容量问题。在高压快充的实际应用中，当前各家车企宣传的峰值功率并不代表用户使用场景下的真实功率。在充电站电力容量有限的情况下，多车多枪充电只能共享电力容量，充电速度难以达到理论或演示时的峰值。“目前很多地方电力容量有限，改造难度很大，如果几辆电动车同时充电，电力分配更难以支持。”蔚来总裁秦力洪表示。此外，高压快充系统可能引起电网电压波动和电流谐波，对电网稳定性构成挑战。为了应对这些问题，电网需要实施监测和调整措施，以确保电压和频率在可接受范围内。相较之下，换电站本身具备储能属性，能够更容易和电网实现互动。今年夏天，在合肥供电公司统一调度控制下，15座蔚来换电站参与了合肥市“虚拟电厂”的电网调峰。不影响用户正常换电使用的同时，换电站五天内累计调整电力负荷8兆瓦时，相当于为3000余户普通居民家庭“省出”了实时用电量。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204496913838344,"gmtCreate":1690957433378,"gmtModify":1690959161535,"author":{"id":"4116467245192370","authorId":"4116467245192370","name":"我是你傅大爷","avatar":"https://static.tigerbbs.com/a521162b4261bd6f375bf22c3cd7136c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4116467245192370","idStr":"4116467245192370"},"themes":[],"htmlText":"<a 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看样子药跌回去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/204496913838344","isVote":1,"tweetType":1,"viewCount":2443,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4090129223813410","authorId":"4090129223813410","name":"鳄鱼十三","avatar":"https://static.tigerbbs.com/cc40cf1903ac9498bb09d5d4c181150a","crmLevel":6,"crmLevelSwitch":0,"idStr":"4090129223813410","authorIdStr":"4090129223813410"},"content":"给你上车的机会了","text":"给你上车的机会了","html":"给你上车的机会了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353992488980760,"gmtCreate":1727432098238,"gmtModify":1727432099937,"author":{"id":"4116467245192370","authorId":"4116467245192370","name":"我是你傅大爷","avatar":"https://static.tigerbbs.com/a521162b4261bd6f375bf22c3cd7136c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116467245192370","authorIdStr":"4116467245192370"},"themes":[],"htmlText":"赔钱","listText":"赔钱","text":"赔钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353992488980760","repostId":"1135413020","repostType":2,"repost":{"id":"1135413020","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":1727431714,"share":"https://www.laohu8.com/m/news/1135413020?lang=&edition=full","pubTime":"2024-09-27 18:08","market":"sh","language":"zh","title":"上交所：对股票交易异常情况的发生，本所深表歉意","url":"https://stock-news.laohu8.com/highlight/detail?id=1135413020","media":"老虎资讯综合","summary":"上交所发布公告。","content":"<html><head></head><body><p>今日开盘后，本所股票竞价交易出现成交确认缓慢的异常情况，并导致交易受到影响。</p><p style=\"text-align: left;\">经处置，股票竞价交易于11点13分起逐步恢复。</p><p style=\"text-align: left;\">对于该异常情况的发生，本所深表歉意。</p><p style=\"text-align: left;\">特此公告。</p><p style=\"text-align: left;\">上海证券交易所</p><p style=\"text-align: left;\">2024年9月27日</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10ffd969c7bbe1088725f5b64872f08e\" tg-width=\"1557\" tg-height=\"842\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>上交所：对股票交易异常情况的发生，本所深表歉意</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; 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18:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>今日开盘后，本所股票竞价交易出现成交确认缓慢的异常情况，并导致交易受到影响。</p><p style=\"text-align: left;\">经处置，股票竞价交易于11点13分起逐步恢复。</p><p style=\"text-align: left;\">对于该异常情况的发生，本所深表歉意。</p><p style=\"text-align: left;\">特此公告。</p><p style=\"text-align: left;\">上海证券交易所</p><p style=\"text-align: left;\">2024年9月27日</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10ffd969c7bbe1088725f5b64872f08e\" tg-width=\"1557\" tg-height=\"842\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c009785e5c41845fa58ca3bcb4e7cc12","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135413020","content_text":"今日开盘后，本所股票竞价交易出现成交确认缓慢的异常情况，并导致交易受到影响。经处置，股票竞价交易于11点13分起逐步恢复。对于该异常情况的发生，本所深表歉意。特此公告。上海证券交易所2024年9月27日","news_type":1},"isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":243864321691936,"gmtCreate":1700551736747,"gmtModify":1700551885326,"author":{"id":"4116467245192370","authorId":"4116467245192370","name":"我是你傅大爷","avatar":"https://static.tigerbbs.com/a521162b4261bd6f375bf22c3cd7136c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116467245192370","authorIdStr":"4116467245192370"},"themes":[],"htmlText":"帮别人换电挣几个钱？","listText":"帮别人换电挣几个钱？","text":"帮别人换电挣几个钱？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/243864321691936","repostId":"1165512322","repostType":2,"repost":{"id":"1165512322","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":1700548202,"share":"https://www.laohu8.com/m/news/1165512322?lang=&edition=full","pubTime":"2023-11-21 14:30","market":"other","language":"zh","title":"长安汽车与蔚来签约，开展换电业务合作","url":"https://stock-news.laohu8.com/highlight/detail?id=1165512322","media":"老虎资讯综合","summary":"据$蔚来(NIO)$微博消息，11月21日，$长安汽车(000625)$与$蔚来(NIO.SI)$在重庆签署换电业务合作协议，双方将在推动换电电池标准建立、换电网络建设与共享、换电车型研发、建立高效的电池资产管理机制等方面展开合作，共同推进汽车行业高质量发展和低碳转型。","content":"<html><head></head><body><p>11月21日下午消息，<a href=\"https://laohu8.com/S/000625\">长安汽车</a>与<a href=\"https://laohu8.com/S/NIO\">蔚来</a>在重庆签署换电业务合作协议，双方将在推动换电电池标准建立、换电网络建设与共享、换电车型研发、建立高效的电池资产管理机制等方面展开合作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/861ec7b016c845d6ab75782717b820b0\" tg-width=\"690\" tg-height=\"460\"/></p><p>长安汽车董事长、党委书记朱华荣与<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>创始人、董事长、CEO李斌座谈并见证签约。长安汽车总裁王俊，长安汽车副总裁王辉，深蓝汽车总经理邓承浩，蔚来联合创始人、总裁秦力洪，蔚来高级副总裁沈斐等出席活动。</p><p style=\"text-align: start;\">蔚来创始人、董事长、CEO李斌表示：“从充换电业务开始的第一天，蔚来就决定向全行业开放。与互联网云服务基础设施一样，蔚来换电网络和蔚来能源云也是走了一条基建先行、内部闭环、全场景验证、对外开放的道路。经过5年的发展，蔚来换电网络和蔚来能源云在研发、建设、运营等方面已经积累了丰富的经验，蔚来换电业务已经做好了向行业开放的准备。作为中国汽车市场的领军企业，长安汽车向电动化转型的决心和行动令人钦佩。通过此次合作，蔚来和长安汽车将共同推进新能源汽车产业高质量发展，推动汽车行业的低碳转型。”</p><p style=\"text-align: start;\">长安汽车董事长、党委书记朱华荣表示：“在国家大力发展新能源、智能网联汽车的背景下，蔚来换电模式的落地，具有里程碑意义，长安汽车和蔚来此次换电业务合作，将推动新能源汽车产业进一步高质量发展，意义重大。未来，长安汽车将不仅仅在换电领域与蔚来合作，也将在其他平台性、基础性生态领域，从能源、充换电、整车、生态等方面，持续加强和蔚来的合作，共同推动产业高质量发展格局的构建，形成共创共享、互利互惠的良性生态。”</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>长安汽车与蔚来签约，开展换电业务合作</title>\n<style 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href=\"https://laohu8.com/S/000625\">长安汽车</a>与<a href=\"https://laohu8.com/S/NIO\">蔚来</a>在重庆签署换电业务合作协议，双方将在推动换电电池标准建立、换电网络建设与共享、换电车型研发、建立高效的电池资产管理机制等方面展开合作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/861ec7b016c845d6ab75782717b820b0\" tg-width=\"690\" tg-height=\"460\"/></p><p>长安汽车董事长、党委书记朱华荣与<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>创始人、董事长、CEO李斌座谈并见证签约。长安汽车总裁王俊，长安汽车副总裁王辉，深蓝汽车总经理邓承浩，蔚来联合创始人、总裁秦力洪，蔚来高级副总裁沈斐等出席活动。</p><p style=\"text-align: start;\">蔚来创始人、董事长、CEO李斌表示：“从充换电业务开始的第一天，蔚来就决定向全行业开放。与互联网云服务基础设施一样，蔚来换电网络和蔚来能源云也是走了一条基建先行、内部闭环、全场景验证、对外开放的道路。经过5年的发展，蔚来换电网络和蔚来能源云在研发、建设、运营等方面已经积累了丰富的经验，蔚来换电业务已经做好了向行业开放的准备。作为中国汽车市场的领军企业，长安汽车向电动化转型的决心和行动令人钦佩。通过此次合作，蔚来和长安汽车将共同推进新能源汽车产业高质量发展，推动汽车行业的低碳转型。”</p><p style=\"text-align: start;\">长安汽车董事长、党委书记朱华荣表示：“在国家大力发展新能源、智能网联汽车的背景下，蔚来换电模式的落地，具有里程碑意义，长安汽车和蔚来此次换电业务合作，将推动新能源汽车产业进一步高质量发展，意义重大。未来，长安汽车将不仅仅在换电领域与蔚来合作，也将在其他平台性、基础性生态领域，从能源、充换电、整车、生态等方面，持续加强和蔚来的合作，共同推动产业高质量发展格局的构建，形成共创共享、互利互惠的良性生态。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","09866":"蔚来-SW","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK0010":"央企","BK4555":"新能源车","000625":"长安汽车","BK0028":"国家队","BK4509":"腾讯概念","BK1588":"回港中概股","BK0264":"汽车制造","NIO.SI":"蔚来","BK1119":"汽车制造商","BK4588":"碎股","BK0014":"新能源汽车","BK0188":"融资融券","BK4526":"热门中概股","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4574":"无人驾驶","NIO":"蔚来","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165512322","content_text":"11月21日下午消息，长安汽车与蔚来在重庆签署换电业务合作协议，双方将在推动换电电池标准建立、换电网络建设与共享、换电车型研发、建立高效的电池资产管理机制等方面展开合作。长安汽车董事长、党委书记朱华荣与蔚来创始人、董事长、CEO李斌座谈并见证签约。长安汽车总裁王俊，长安汽车副总裁王辉，深蓝汽车总经理邓承浩，蔚来联合创始人、总裁秦力洪，蔚来高级副总裁沈斐等出席活动。蔚来创始人、董事长、CEO李斌表示：“从充换电业务开始的第一天，蔚来就决定向全行业开放。与互联网云服务基础设施一样，蔚来换电网络和蔚来能源云也是走了一条基建先行、内部闭环、全场景验证、对外开放的道路。经过5年的发展，蔚来换电网络和蔚来能源云在研发、建设、运营等方面已经积累了丰富的经验，蔚来换电业务已经做好了向行业开放的准备。作为中国汽车市场的领军企业，长安汽车向电动化转型的决心和行动令人钦佩。通过此次合作，蔚来和长安汽车将共同推进新能源汽车产业高质量发展，推动汽车行业的低碳转型。”长安汽车董事长、党委书记朱华荣表示：“在国家大力发展新能源、智能网联汽车的背景下，蔚来换电模式的落地，具有里程碑意义，长安汽车和蔚来此次换电业务合作，将推动新能源汽车产业进一步高质量发展，意义重大。未来，长安汽车将不仅仅在换电领域与蔚来合作，也将在其他平台性、基础性生态领域，从能源、充换电、整车、生态等方面，持续加强和蔚来的合作，共同推动产业高质量发展格局的构建，形成共创共享、互利互惠的良性生态。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403749214298456,"gmtCreate":1739596292788,"gmtModify":1739596294017,"author":{"id":"4116467245192370","authorId":"4116467245192370","name":"我是你傅大爷","avatar":"https://static.tigerbbs.com/a521162b4261bd6f375bf22c3cd7136c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116467245192370","authorIdStr":"4116467245192370"},"themes":[],"htmlText":"可以空了","listText":"可以空了","text":"可以空了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403749214298456","repostId":"2511469206","repostType":2,"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390647065792944,"gmtCreate":1736391212093,"gmtModify":1736391215345,"author":{"id":"4116467245192370","authorId":"4116467245192370","name":"我是你傅大爷","avatar":"https://static.tigerbbs.com/a521162b4261bd6f375bf22c3cd7136c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116467245192370","authorIdStr":"4116467245192370"},"themes":[],"htmlText":"猛是猛，股价不行","listText":"猛是猛，股价不行","text":"猛是猛，股价不行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390647065792944","repostId":"2501379567","repostType":2,"repost":{"id":"2501379567","kind":"highlight","pubTimestamp":1736307982,"share":"https://www.laohu8.com/m/news/2501379567?lang=&edition=full","pubTime":"2025-01-08 11:46","market":"hk","language":"zh","title":"年销量突破50万辆，理想汽车为何这么猛？","url":"https://stock-news.laohu8.com/highlight/detail?id=2501379567","media":"格隆汇","summary":"2024年，国内车市加速洗牌。","content":"<p>2024年，国内车市加速洗牌。</p><p>如果说过去汽车市场的竞争或许仅仅是传统车企之间的座次调整，但随着众多造车新势力的加入，当前市场竞争已经演变成了一场激烈的末位淘汰战。</p><p>这张牌桌，上桌不易，赢牌更难。如今，洗牌、淘汰加快，未来胜者终将屈指可数，这成为行业下半场格局演绎的共识。</p><p>五年乃至十年后新能源汽车市场的格局将如何演绎，还未可知。但年销量作为衡量一家车企能否顺利留在牌桌之上最为直观的数据，或许为我们提供了一些新能源汽车行业发展的草蛇灰线。</p><p>数据显示，2024年造车新势力全年销量均创新高，甚至多家实现同比翻倍增长。<a href=\"https://laohu8.com/S/LI\">理想汽车</a>以超50万辆的成绩再次拿下冠军，成为唯一一家销量突破50万辆大关的新势力车企，坐稳行业“一哥”的宝座。</p><p>理想能够取得这一成绩并非空谈，也不是偶然，而是实实在在通过努力结出的硕果，背后必然有着正确的战略和执行。</p><p><strong>关键打好“三张牌”</strong></p><p>年销量超过50万辆，对于理想而言，并不仅仅是销量数字的突破，更是其在市场洞察、产品定义、企业经营管理上展现出了独立的判断和节奏的掌控，赢得了市场的信任和支持。</p><p>可以说，从战略定力到高执行力，理想都展现出了国内车企中少有的特质，这也是理想在激烈的市场竞争中能够制胜的核心。</p><p>自成立之初，理想就抓住市场中家庭用车的需求，且没有汽车品牌单独瞄准这个细分品类所造成的空白市场领域机会，通过产品在空间性，<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>化和续航能力方面的优势对燃油车和新能源车展开差异化的竞争，成为细分赛道内的爆款。</p><p>从理想ONE到理想L系列，理想的增程电动产品让消费者告别续航和充电的焦虑。首创的“冰箱彩电大沙发”也从一开始被市场嗤之以鼻，变成如今的新能源“标配”。理想MEGA率先搭载麒麟5C电池，充电12分钟续航增加500公里。可以看到，理想所拥有超越级别的强大产品力，不仅重新定义电动汽车，更是引领着行业的潮流。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/099972dfe4cf7ea28e8cf44f17aef8f1\" tg-width=\"1466\" tg-height=\"730\"></p><p>这一战略性的目光还帮助理想顺利过渡到新能源汽车竞争的下半场，并让其持续走在行业的前列。</p><p>数据显示，自2023年Q4至今的12个月内，理想累计研发投入超过120亿元，投入规模在行业内处于领先地位。其中，接近50%的资金都倾注到了人工智能的研发上，在智能驾驶、智能空间、智能工业、智能商业四大领域建立了领先的技术优势。</p><p>智能驾驶方面，从NPN轻图到NOA无图，再到全量推送全新一代技术架构端到端+VLM双系统，理想以令人惊叹的每周两个模型版本的迭代速度，在短短一年的时间内完成了智能驾驶技术的“三级跳”。</p><p>与此同时，理想在智能空间领域的突破同样不容小觑。其推出的理想同学App，基于理想汽车自研的基座大模型Mind GPT，不仅打破了车机与手机之间的界限，还实现了从车机到手机的无缝衔接，为用户提供了更加连贯的智能体验。</p><p>理想同学App的登场，标志着理想在智能空间领域的布局持续深入，它不仅增强了车机的智能交互能力，还拓展到了更广泛的应用场景，使得理想在智能化转型的道路上迈出了坚实的一步。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa98570ee6e2a6f700fde7833a456f14\" tg-width=\"658\" tg-height=\"370\"></p><p>从汽车到车机系统再到手机，理想的每一次蜕变可谓是意义深远。从中也可以看到，理想正凭借着其对行业趋势的精准把握、明确的产品理念以及清晰的战略规划，展现出了自身蓬勃的生命力。</p><p>种种迹象表明，理想正在逐步摆脱单一新势力车企的标签，向全球领先的人工智能企业大步迈进。这一更高维度的布局，也是理想未来能够实现快速成长的关键所在。</p><p><strong>结语</strong></p><p>不夸张地说，新能源时代成就了理想，理想也有望引领新能源汽车行业。</p><p>目前，新能源汽车行业已经进入智能化的下半场，产业及市场对于人工智能的共识度和期待值均较高，去年人工智能更是频频引爆资本市场。未来三到五年，人工智能逐渐变成决定一家车企能否在头部竞争中获得一席之地的根本。</p><p>若将时间再倒回新能源汽车时代上半场，全球电动车全面爆发之际，出现了一个大赢家，那便是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。如今，在智能化下半场的角逐时刻，理想作为国内发展最猛的头部选手，会不会成为下半场的最终赢家？我们拭目以待。</p>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>年销量突破50万辆，理想汽车为何这么猛？</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年销量突破50万辆，理想汽车为何这么猛？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-08 11:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/1590858><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2024年，国内车市加速洗牌。如果说过去汽车市场的竞争或许仅仅是传统车企之间的座次调整，但随着众多造车新势力的加入，当前市场竞争已经演变成了一场激烈的末位淘汰战。这张牌桌，上桌不易，赢牌更难。如今，洗牌、淘汰加快，未来胜者终将屈指可数，这成为行业下半场格局演绎的共识。五年乃至十年后新能源汽车市场的格局将如何演绎，还未可知。但年销量作为衡量一家车企能否顺利留在牌桌之上最为直观的数据，或许为我们提供了...</p>\n\n<a href=\"https://www.gelonghui.com/p/1590858\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/cf07f-1ecb3434-27ef-497c-ab8a-3d635bbddae8.png?guru_height=730&amp;guru_width=1466","relate_stocks":{"BK4099":"汽车制造商","BK1119":"汽车制造商","BK1587":"次新股","BK4503":"景林资产持仓","BK4548":"巴美列捷福持仓","BK4563":"昨日强势股","BK4551":"寇图资本持仓","BK1588":"回港中概股","LU1720050803.USD":"安联全方位中国股票基金","BK4585":"ETF&股票定投概念","02015":"理想汽车-W","BK4555":"新能源车","BK4588":"碎股","BK4526":"热门中概股","LU1794554557.SGD":"Allianz All China Equity AT Acc 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GPT，不仅打破了车机与手机之间的界限，还实现了从车机到手机的无缝衔接，为用户提供了更加连贯的智能体验。理想同学App的登场，标志着理想在智能空间领域的布局持续深入，它不仅增强了车机的智能交互能力，还拓展到了更广泛的应用场景，使得理想在智能化转型的道路上迈出了坚实的一步。从汽车到车机系统再到手机，理想的每一次蜕变可谓是意义深远。从中也可以看到，理想正凭借着其对行业趋势的精准把握、明确的产品理念以及清晰的战略规划，展现出了自身蓬勃的生命力。种种迹象表明，理想正在逐步摆脱单一新势力车企的标签，向全球领先的人工智能企业大步迈进。这一更高维度的布局，也是理想未来能够实现快速成长的关键所在。结语不夸张地说，新能源时代成就了理想，理想也有望引领新能源汽车行业。目前，新能源汽车行业已经进入智能化的下半场，产业及市场对于人工智能的共识度和期待值均较高，去年人工智能更是频频引爆资本市场。未来三到五年，人工智能逐渐变成决定一家车企能否在头部竞争中获得一席之地的根本。若将时间再倒回新能源汽车时代上半场，全球电动车全面爆发之际，出现了一个大赢家，那便是特斯拉。如今，在智能化下半场的角逐时刻，理想作为国内发展最猛的头部选手，会不会成为下半场的最终赢家？我们拭目以待。","news_type":1},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387738355044880,"gmtCreate":1735702539956,"gmtModify":1735704165798,"author":{"id":"4116467245192370","authorId":"4116467245192370","name":"我是你傅大爷","avatar":"https://static.tigerbbs.com/a521162b4261bd6f375bf22c3cd7136c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116467245192370","authorIdStr":"4116467245192370"},"themes":[],"htmlText":"<a 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我梦到涨到158.88，大约2个月","images":[{"img":"https://static.tigerbbs.com/f912f5a3eacdc5be297902474e8b20b4","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387738355044880","isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":308535271756104,"gmtCreate":1716347837036,"gmtModify":1716347838717,"author":{"id":"4116467245192370","authorId":"4116467245192370","name":"我是你傅大爷","avatar":"https://static.tigerbbs.com/a521162b4261bd6f375bf22c3cd7136c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116467245192370","authorIdStr":"4116467245192370"},"themes":[],"htmlText":"都34.8了","listText":"都34.8了","text":"都34.8了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308535271756104","repostId":"2437285459","repostType":2,"repost":{"id":"2437285459","kind":"news","pubTimestamp":1716347165,"share":"https://www.laohu8.com/m/news/2437285459?lang=&edition=full","pubTime":"2024-05-22 11:06","market":"sh","language":"zh","title":"花旗：予小鹏汽车-W(09868)“沽售”评级 目标价上调至29.9港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2437285459","media":"智通财经","summary":"智通财经APP获悉，花旗发布研究报告称，认为与大众汽车合作所收取的技术费应该不是长期经常性费用，而是持续两2至三年的一次性收入。考虑到大众汽车技术费的盈利能见度更高，目标价从28.3港元上调至29.9港元，评级“沽售”。报告中称，小鹏第一季整体毛利率超预期，主要受惠于大众汽车技术费用，预计该费用约2.54亿人民币。车辆利润率稳定在5.5%，按季增长1.4个百分点，原因是X9的利润贡献较高。而季内纯利亦略高于市场预期。管理层对第二季销量指引亦与符合市场预期。另外，该行预计小鹏第一季净现金总额为298亿元人民币，按季下降14%。","content":"<html><body><p>智通财经APP获悉，花旗发布研究报告称，认为与大众汽车合作所收取的技术费应该不是长期经常性费用，而是持续两2至三年的一次性收入。考虑到大众汽车技术费的盈利能见度更高，目标价从28.3港元上调至29.9港元，评级“沽售”。</p><p>报告中称，小鹏第一季整体毛利率超预期，主要受惠于大众汽车技术费用，预计该费用约2.54亿人民币。车辆利润率稳定在5.5%，按季增长1.4个百分点，原因是X9的利润贡献较高。而季内纯利亦略高于市场预期。管理层对第二季销量指引亦与符合市场预期。另外，该行预计小鹏第一季净现金总额为298亿元人民币，按季下降14%。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://www.zhitongcaijing.com/content/detail/1124338.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，花旗发布研究报告称，认为与大众汽车合作所收取的技术费应该不是长期经常性费用，而是持续两2至三年的一次性收入。考虑到大众汽车技术费的盈利能见度更高，目标价从28.3港元上调至29.9港元，评级“沽售”。报告中称，小鹏第一季整体毛利率超预期，主要受惠于大众汽车技术费用，预计该费用约2.54亿人民币。车辆利润率稳定在5.5%，按季增长1.4个百分点，原因是X9的利润贡献较高。而季内...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1124338.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"http://www.zhitongcaijing.com/content/detail/1124338.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437285459","content_text":"智通财经APP获悉，花旗发布研究报告称，认为与大众汽车合作所收取的技术费应该不是长期经常性费用，而是持续两2至三年的一次性收入。考虑到大众汽车技术费的盈利能见度更高，目标价从28.3港元上调至29.9港元，评级“沽售”。报告中称，小鹏第一季整体毛利率超预期，主要受惠于大众汽车技术费用，预计该费用约2.54亿人民币。车辆利润率稳定在5.5%，按季增长1.4个百分点，原因是X9的利润贡献较高。而季内纯利亦略高于市场预期。管理层对第二季销量指引亦与符合市场预期。另外，该行预计小鹏第一季净现金总额为298亿元人民币，按季下降14%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":258937023705240,"gmtCreate":1704247019847,"gmtModify":1704247021416,"author":{"id":"4116467245192370","authorId":"4116467245192370","name":"我是你傅大爷","avatar":"https://static.tigerbbs.com/a521162b4261bd6f375bf22c3cd7136c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116467245192370","authorIdStr":"4116467245192370"},"themes":[],"htmlText":"<a 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10:40","market":"us","language":"zh","title":"小鹏汽车：将在2024年第一天正式发布小鹏X9","url":"https://stock-news.laohu8.com/highlight/detail?id=1164490276","media":"老虎资讯综合","summary":"12月28日，据$小鹏汽车(XPEV)$官博消息，将在2024年第一天正式发布明日星舰小鹏X9。","content":"<html><head></head><body><p>12月28日，据<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>官博消息，将在2024年第一天正式发布明日星舰小鹏X9。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/770fb2152e56ac3b50ddffe073f0d200\" tg-width=\"835\" tg-height=\"550\"/></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>小鹏汽车：将在2024年第一天正式发布小鹏X9</title>\n<style 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n法拉第未来宣布进军中东市场并签署战略合作协议\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-11-23 23:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月23日，法拉第未来宣布与Master Investment Group和Siraj Finance LLC签署战略合作协议，进军中东市场并进行品牌发布。法拉第未来计划推出为中东市场定制的FF 91 2.0 Futurist aiFalcon限量版并在2024年内进行交付。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/405e1c27fa54336633c7f952afe5a024\" tg-width=\"844\" tg-height=\"696\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154220576","content_text":"11月23日，法拉第未来宣布与Master Investment Group和Siraj Finance LLC签署战略合作协议，进军中东市场并进行品牌发布。法拉第未来计划推出为中东市场定制的FF 91 2.0 Futurist 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19:33","market":"hk","language":"zh","title":"李斌内部讲话回应换电业务可持续性：首个合作换电的车企将落地","url":"https://stock-news.laohu8.com/highlight/detail?id=2384530267","media":"第一财经","summary":"11月20日，蔚来董事长、CEO李斌发起面向全员的内部讲话与问答，重点谈及了近期组织优化、销量压力、未来两年发展方向等话题。针对员工提出的换电业务是否可持续经营的质疑，李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在谈。但当时，蔚来并未对这一消息的真实性作出回应。随后便有消息传出，蔚来将和奔驰就换电进行合作。","content":"<div>\n<p>李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在谈。11月20日，蔚来董事长、CEO李斌发起面向全员的内部讲话与问答，重点谈及了近期组织优化、销量压力、未来两年发展方向等话题。针对员工提出的换电业务是否可持续经营的质疑，李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在...</p>\n\n<a href=\"https://www.yicai.com/news/101908032.html\">Web Link</a>\n\n</div>\n","source":"dyvj","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\" 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href=https://www.yicai.com/news/101908032.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在谈。11月20日，蔚来董事长、CEO李斌发起面向全员的内部讲话与问答，重点谈及了近期组织优化、销量压力、未来两年发展方向等话题。针对员工提出的换电业务是否可持续经营的质疑，李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在...</p>\n\n<a href=\"https://www.yicai.com/news/101908032.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eabbe9111ef48fb5be9af4aab074a1fd","relate_stocks":{"BK4509":"腾讯概念","NIO":"蔚来","09866":"蔚来-SW","BK4588":"碎股","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4526":"热门中概股","LU0052750758.USD":"富兰克林中国基金A Acc","BK4574":"无人驾驶","NIO.SI":"蔚来","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车"},"source_url":"https://www.yicai.com/news/101908032.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2384530267","content_text":"李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在谈。11月20日，蔚来董事长、CEO李斌发起面向全员的内部讲话与问答，重点谈及了近期组织优化、销量压力、未来两年发展方向等话题。针对员工提出的换电业务是否可持续经营的质疑，李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在谈。今年8月，曾有网传消息称，蔚来和奔驰达成合作，蔚来将向奔驰开放换电平台，开启新的盈利模式。但当时，蔚来并未对这一消息的真实性作出回应。今年上海车展期间，梅赛德斯-奔驰集团股份公司董事会主席、CEO康林松和蔚来董事长、CEO李斌曾同框出现，双方被拍到在蔚来的Nio House内会面。随后便有消息传出，蔚来将和奔驰就换电进行合作。但当时蔚来和奔驰方面均对这一消息进行了否认。尽管在当时否认了和奔驰合作的消息，但李斌此前就表示，已经有车企与蔚来在谈共用换电站，并使用蔚来的换电模式来研发新车。7月下旬，蔚来能源高级副总裁沈斐在接受第一财经记者采访时也说道，正在与一些同行洽谈合作共用换电站。11月20日，蔚来宣布，蔚来第2100座换电站于G22青兰高速壶口服务区正式上线，至此全国换电站累计布局数量已达2103座。蔚来充电桩突破20000根，覆盖全国306座城市。蔚来充电桩向所有新能源用户开放，已累计为超过110个品牌，提供近3000万次服务。除了蔚来外，吉利、上汽以及宁德时代在换电领域也有所布局，但换电站数量和蔚来相比有较大差距。但值得注意的是，目前换电模式尚未有一个明确的盈利模型。现在整个换电行业都面临建站成本高、商业模式不确定、标准不统一等挑战。根据协鑫能科公告，乘用车换电站单站建设成本约为260万元，重卡换电站建设成本则需420万元，除换电站建设费用外，运营商还需承担电池投资、线路投资等费用，所以乘用车、重卡换电站所需投资额可分别达到500万元、1000万元。有换电站运营商向记者表示，某品牌的旗舰型换电站，其建设成本大约为400万元/座，电池60块（成本另算），2000KVA电力增容预计200万元，加上场地租赁、运营成本和电费支出，单站每天需要服务1000辆车，预计3~4年左右才可以做到盈亏平衡。小鹏、理想、奇瑞等车企更青睐于布局高压快充，意图以更短的充电时间来减少用户的补能困难和补能焦虑。但高压快充在规模化应用上还面临电网容量问题。在高压快充的实际应用中，当前各家车企宣传的峰值功率并不代表用户使用场景下的真实功率。在充电站电力容量有限的情况下，多车多枪充电只能共享电力容量，充电速度难以达到理论或演示时的峰值。“目前很多地方电力容量有限，改造难度很大，如果几辆电动车同时充电，电力分配更难以支持。”蔚来总裁秦力洪表示。此外，高压快充系统可能引起电网电压波动和电流谐波，对电网稳定性构成挑战。为了应对这些问题，电网需要实施监测和调整措施，以确保电压和频率在可接受范围内。相较之下，换电站本身具备储能属性，能够更容易和电网实现互动。今年夏天，在合肥供电公司统一调度控制下，15座蔚来换电站参与了合肥市“虚拟电厂”的电网调峰。不影响用户正常换电使用的同时，换电站五天内累计调整电力负荷8兆瓦时，相当于为3000余户普通居民家庭“省出”了实时用电量。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}