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小小木匠
2023-12-26
所以需要走量的车
@快到碗里来pjm:蔚来全栈自研,包括智能芯片及碳化硅芯片,为蔚来感到自豪的同时,有一个小小的疑问:需要多少量才能让芯片研发业务做到盈亏平衡?电池业务也有同样的困惑。
$蔚来(NIO)$
$蔚来(NIO)$
小小木匠
2023-12-18
你卖在最高点,不是挺好的么。
@富哥only:写给nio--多少起起伏伏,4年个中心酸,历史就在我们脚下
小小木匠
2023-06-14
理想把两点做到了极致
$理想汽车(LI)$
$小鹏汽车(XPEV)$
$蔚来(NIO)$
一,用户心理抓得很细,组织效率特别高,产品很棒。 二,品牌以及创始人在营销、对外话语上,价值观上的“下作”也是到了极致,而且从上到下高度一致。 如果照着给画一个企业画像:比较聪明,接地气,从底层一点点爬上来,很努力,可能对内比较讲义气,管理手段高,利弊权衡很准,高度利己,有点阴,唯利是图,人品极差。
理想把两点做到了极致
小小木匠
2023-06-13
回复
@大海六六发
:byd越来越像华为。。。不过华为技术储备我感觉比比亚迪牛。//
@大海六六发
:燃油增程就是投机行为,纯扯淡,国内的新能源真正拿得出手的就蔚来,不论从设计、品牌、质量、服务、补能设施,唯有蔚来在为国家真正的大力推进行业技术发展和基础建设。就单纯讲电池技术:可充电、可换电、可升级的车身结构设计,也不是普通电车,同级别车型可以比拟的,要知道有这一项技术设计,和没有的车辆,在结构和成本上都是截然不同的,更别说买到车辆背后的布局全国的充换电网络与服务。去看看长途高速出行的电车,除了蔚来,很难看到其它品牌的电车在路上长途奔跑。更别说像BYD这样的大企业,我最瞧不上,md,连一根公共充电桩都没有,贩卖爱国情怀。
@价值投资为王:壮士断腕,蔚来还有机会吗?
小小木匠
2023-05-15
水平真差,这种文章也能发出来
抱歉,原内容已删除
小小木匠
2023-02-01
烂泥扶不上墙
抱歉,原内容已删除
小小木匠
2022-11-01
丢人,这个数字。说好的15000呢。
抱歉,原内容已删除
小小木匠
2022-07-06
威武
抱歉,原内容已删除
小小木匠
2022-07-01
这么低。。。
抱歉,原内容已删除
小小木匠
2022-01-06
学习一下。
抱歉,原内容已删除
小小木匠
2021-11-06
$蔚来(NIO)$
预测这个月销量创新高。我有几十个推荐,上个月交付非常慢,这个月的交付速度异常惊人,今天一天我的邀请已经交付快5台车了,这个星期十几台。
去老虎APP查看更多动态
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要走量的车","listText":"所以需要走量的车","text":"所以需要走量的车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256010706813184","repostId":"256022079238168","repostType":1,"repost":{"id":256022079238168,"gmtCreate":1703511845459,"gmtModify":1703511846879,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"快到碗里来pjm","avatar":"https://static.tigerbbs.com/a6f5617233d50e5095b842c46879d994","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000216","idStr":"9000000000000216"},"themes":[],"htmlText":"蔚来全栈自研,包括智能芯片及碳化硅芯片,为蔚来感到自豪的同时,有一个小小的疑问:需要多少量才能让芯片研发业务做到盈亏平衡?电池业务也有同样的困惑。 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$蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256022079238168","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253474722218240,"gmtCreate":1702901440379,"gmtModify":1702901441942,"author":{"id":"58746552829758","authorId":"58746552829758","name":"小小木匠","avatar":"https://static.tigerbbs.com/520c97de8a8b73554822b0808770c012","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"58746552829758","idStr":"58746552829758"},"themes":[],"htmlText":"你卖在最高点,不是挺好的么。","listText":"你卖在最高点,不是挺好的么。","text":"你卖在最高点,不是挺好的么。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253474722218240","repostId":"253440179687680","repostType":1,"repost":{"id":253440179687680,"gmtCreate":1702893007144,"gmtModify":1702893009921,"author":{"id":"3501298262034857","authorId":"3501298262034857","name":"富哥only","avatar":"https://static.tigerbbs.com/f3ccc47bd85c265c1ceb7567a6a16197","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501298262034857","idStr":"3501298262034857"},"themes":[],"htmlText":"写给nio--多少起起伏伏,4年个中心酸,历史就在我们脚下","listText":"写给nio--多少起起伏伏,4年个中心酸,历史就在我们脚下","text":"写给nio--多少起起伏伏,4年个中心酸,历史就在我们脚下","images":[{"img":"https://static.tigerbbs.com/db43b3211d0f058c6a479d95c9385a05","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253440179687680","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186997396484104,"gmtCreate":1686677456809,"gmtModify":1686678242490,"author":{"id":"58746552829758","authorId":"58746552829758","name":"小小木匠","avatar":"https://static.tigerbbs.com/520c97de8a8b73554822b0808770c012","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"58746552829758","idStr":"58746552829758"},"themes":[],"title":"理想把两点做到了极致","htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a><a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 一,用户心理抓得很细,组织效率特别高,产品很棒。 二,品牌以及创始人在营销、对外话语上,价值观上的“下作”也是到了极致,而且从上到下高度一致。 如果照着给画一个企业画像:比较聪明,接地气,从底层一点点爬上来,很努力,可能对内比较讲义气,管理手段高,利弊权衡很准,高度利己,有点阴,唯利是图,人品极差。","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a><a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 一,用户心理抓得很细,组织效率特别高,产品很棒。 二,品牌以及创始人在营销、对外话语上,价值观上的“下作”也是到了极致,而且从上到下高度一致。 如果照着给画一个企业画像:比较聪明,接地气,从底层一点点爬上来,很努力,可能对内比较讲义气,管理手段高,利弊权衡很准,高度利己,有点阴,唯利是图,人品极差。","text":"$理想汽车(LI)$ $小鹏汽车(XPEV)$ $蔚来(NIO)$ 一,用户心理抓得很细,组织效率特别高,产品很棒。 二,品牌以及创始人在营销、对外话语上,价值观上的“下作”也是到了极致,而且从上到下高度一致。 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<a href=\"https://laohu8.com/U/3515468275020580\">@大海六六发</a>:byd越来越像华为。。。不过华为技术储备我感觉比比亚迪牛。//<a href=\"https://laohu8.com/U/3515468275020580\">@大海六六发</a>:燃油增程就是投机行为,纯扯淡,国内的新能源真正拿得出手的就蔚来,不论从设计、品牌、质量、服务、补能设施,唯有蔚来在为国家真正的大力推进行业技术发展和基础建设。就单纯讲电池技术:可充电、可换电、可升级的车身结构设计,也不是普通电车,同级别车型可以比拟的,要知道有这一项技术设计,和没有的车辆,在结构和成本上都是截然不同的,更别说买到车辆背后的布局全国的充换电网络与服务。去看看长途高速出行的电车,除了蔚来,很难看到其它品牌的电车在路上长途奔跑。更别说像BYD这样的大企业,我最瞧不上,md,连一根公共充电桩都没有,贩卖爱国情怀。","listText":"回复 <a href=\"https://laohu8.com/U/3515468275020580\">@大海六六发</a>:byd越来越像华为。。。不过华为技术储备我感觉比比亚迪牛。//<a href=\"https://laohu8.com/U/3515468275020580\">@大海六六发</a>:燃油增程就是投机行为,纯扯淡,国内的新能源真正拿得出手的就蔚来,不论从设计、品牌、质量、服务、补能设施,唯有蔚来在为国家真正的大力推进行业技术发展和基础建设。就单纯讲电池技术:可充电、可换电、可升级的车身结构设计,也不是普通电车,同级别车型可以比拟的,要知道有这一项技术设计,和没有的车辆,在结构和成本上都是截然不同的,更别说买到车辆背后的布局全国的充换电网络与服务。去看看长途高速出行的电车,除了蔚来,很难看到其它品牌的电车在路上长途奔跑。更别说像BYD这样的大企业,我最瞧不上,md,连一根公共充电桩都没有,贩卖爱国情怀。","text":"回复 @大海六六发:byd越来越像华为。。。不过华为技术储备我感觉比比亚迪牛。//@大海六六发:燃油增程就是投机行为,纯扯淡,国内的新能源真正拿得出手的就蔚来,不论从设计、品牌、质量、服务、补能设施,唯有蔚来在为国家真正的大力推进行业技术发展和基础建设。就单纯讲电池技术:可充电、可换电、可升级的车身结构设计,也不是普通电车,同级别车型可以比拟的,要知道有这一项技术设计,和没有的车辆,在结构和成本上都是截然不同的,更别说买到车辆背后的布局全国的充换电网络与服务。去看看长途高速出行的电车,除了蔚来,很难看到其它品牌的电车在路上长途奔跑。更别说像BYD这样的大企业,我最瞧不上,md,连一根公共充电桩都没有,贩卖爱国情怀。","images":[{"img":"https://static.tigerbbs.com/07a77501e60234ac98c0e2b8eee97463"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655193001","repostId":"186445959430312","repostType":1,"repost":{"id":186445959430312,"gmtCreate":1686558254450,"gmtModify":1686558285504,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"壮士断腕,蔚来还有机会吗?","htmlText":"周五美股盘前,蔚来发布了一季报。 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>预测这个月销量创新高。我有几十个推荐,上个月交付非常慢,这个月的交付速度异常惊人,今天一天我的邀请已经交付快5台车了,这个星期十几台。","text":"$蔚来(NIO)$预测这个月销量创新高。我有几十个推荐,上个月交付非常慢,这个月的交付速度异常惊人,今天一天我的邀请已经交付快5台车了,这个星期十几台。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":12,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/842241653","isVote":1,"tweetType":1,"viewCount":6448,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000158","authorId":"9000000000000158","name":"哎呀呀小伙子","avatar":"https://static.tigerbbs.com/df6a0fed4b2624034014be633476534a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000158","idStr":"9000000000000158"},"content":"你是蔚来的员工吗?这个推荐是个什么意思?","text":"你是蔚来的员工吗?这个推荐是个什么意思?","html":"你是蔚来的员工吗?这个推荐是个什么意思?"},{"author":{"id":"9000000000000307","authorId":"9000000000000307","name":"福斯特09","avatar":"https://static.tigerbbs.com/e0718fadae159e83dfa236747cbf442c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000307","idStr":"9000000000000307"},"content":"按照最近这个板块的管理,要是这个月销量创新高那肯定股价会跟上。","text":"按照最近这个板块的管理,要是这个月销量创新高那肯定股价会跟上。","html":"按照最近这个板块的管理,要是这个月销量创新高那肯定股价会跟上。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":842241653,"gmtCreate":1636188350331,"gmtModify":1636333300028,"author":{"id":"58746552829758","authorId":"58746552829758","name":"小小木匠","avatar":"https://static.tigerbbs.com/520c97de8a8b73554822b0808770c012","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"58746552829758","idStr":"58746552829758"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>预测这个月销量创新高。我有几十个推荐,上个月交付非常慢,这个月的交付速度异常惊人,今天一天我的邀请已经交付快5台车了,这个星期十几台。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>预测这个月销量创新高。我有几十个推荐,上个月交付非常慢,这个月的交付速度异常惊人,今天一天我的邀请已经交付快5台车了,这个星期十几台。","text":"$蔚来(NIO)$预测这个月销量创新高。我有几十个推荐,上个月交付非常慢,这个月的交付速度异常惊人,今天一天我的邀请已经交付快5台车了,这个星期十几台。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":12,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/842241653","isVote":1,"tweetType":1,"viewCount":6448,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000158","authorId":"9000000000000158","name":"哎呀呀小伙子","avatar":"https://static.tigerbbs.com/df6a0fed4b2624034014be633476534a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000158","idStr":"9000000000000158"},"content":"你是蔚来的员工吗?这个推荐是个什么意思?","text":"你是蔚来的员工吗?这个推荐是个什么意思?","html":"你是蔚来的员工吗?这个推荐是个什么意思?"},{"author":{"id":"9000000000000307","authorId":"9000000000000307","name":"福斯特09","avatar":"https://static.tigerbbs.com/e0718fadae159e83dfa236747cbf442c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000307","idStr":"9000000000000307"},"content":"按照最近这个板块的管理,要是这个月销量创新高那肯定股价会跟上。","text":"按照最近这个板块的管理,要是这个月销量创新高那肯定股价会跟上。","html":"按照最近这个板块的管理,要是这个月销量创新高那肯定股价会跟上。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186997396484104,"gmtCreate":1686677456809,"gmtModify":1686678242490,"author":{"id":"58746552829758","authorId":"58746552829758","name":"小小木匠","avatar":"https://static.tigerbbs.com/520c97de8a8b73554822b0808770c012","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"58746552829758","idStr":"58746552829758"},"themes":[],"title":"理想把两点做到了极致","htmlText":"<a 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如果照着给画一个企业画像:比较聪明,接地气,从底层一点点爬上来,很努力,可能对内比较讲义气,管理手段高,利弊权衡很准,高度利己,有点阴,唯利是图,人品极差。","images":[{"img":"https://static.tigerbbs.com/7a71044647059a08f3d22e827732575e","width":"1920","height":"2560"},{"img":"https://static.tigerbbs.com/d2d5623b95ce7289a9ea83fc2be36c52","width":"1920","height":"2560"},{"img":"https://static.tigerbbs.com/048fc36b5590fc9a43c8dbbe507b6263","width":"1920","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186997396484104","isVote":1,"tweetType":1,"viewCount":3850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},{"id":655193001,"gmtCreate":1686613956003,"gmtModify":1686620026507,"author":{"id":"58746552829758","authorId":"58746552829758","name":"小小木匠","avatar":"https://static.tigerbbs.com/520c97de8a8b73554822b0808770c012","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"58746552829758","idStr":"58746552829758"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3515468275020580\">@大海六六发</a>:byd越来越像华为。。。不过华为技术储备我感觉比比亚迪牛。//<a href=\"https://laohu8.com/U/3515468275020580\">@大海六六发</a>:燃油增程就是投机行为,纯扯淡,国内的新能源真正拿得出手的就蔚来,不论从设计、品牌、质量、服务、补能设施,唯有蔚来在为国家真正的大力推进行业技术发展和基础建设。就单纯讲电池技术:可充电、可换电、可升级的车身结构设计,也不是普通电车,同级别车型可以比拟的,要知道有这一项技术设计,和没有的车辆,在结构和成本上都是截然不同的,更别说买到车辆背后的布局全国的充换电网络与服务。去看看长途高速出行的电车,除了蔚来,很难看到其它品牌的电车在路上长途奔跑。更别说像BYD这样的大企业,我最瞧不上,md,连一根公共充电桩都没有,贩卖爱国情怀。","listText":"回复 <a href=\"https://laohu8.com/U/3515468275020580\">@大海六六发</a>:byd越来越像华为。。。不过华为技术储备我感觉比比亚迪牛。//<a href=\"https://laohu8.com/U/3515468275020580\">@大海六六发</a>:燃油增程就是投机行为,纯扯淡,国内的新能源真正拿得出手的就蔚来,不论从设计、品牌、质量、服务、补能设施,唯有蔚来在为国家真正的大力推进行业技术发展和基础建设。就单纯讲电池技术:可充电、可换电、可升级的车身结构设计,也不是普通电车,同级别车型可以比拟的,要知道有这一项技术设计,和没有的车辆,在结构和成本上都是截然不同的,更别说买到车辆背后的布局全国的充换电网络与服务。去看看长途高速出行的电车,除了蔚来,很难看到其它品牌的电车在路上长途奔跑。更别说像BYD这样的大企业,我最瞧不上,md,连一根公共充电桩都没有,贩卖爱国情怀。","text":"回复 @大海六六发:byd越来越像华为。。。不过华为技术储备我感觉比比亚迪牛。//@大海六六发:燃油增程就是投机行为,纯扯淡,国内的新能源真正拿得出手的就蔚来,不论从设计、品牌、质量、服务、补能设施,唯有蔚来在为国家真正的大力推进行业技术发展和基础建设。就单纯讲电池技术:可充电、可换电、可升级的车身结构设计,也不是普通电车,同级别车型可以比拟的,要知道有这一项技术设计,和没有的车辆,在结构和成本上都是截然不同的,更别说买到车辆背后的布局全国的充换电网络与服务。去看看长途高速出行的电车,除了蔚来,很难看到其它品牌的电车在路上长途奔跑。更别说像BYD这样的大企业,我最瞧不上,md,连一根公共充电桩都没有,贩卖爱国情怀。","images":[{"img":"https://static.tigerbbs.com/07a77501e60234ac98c0e2b8eee97463"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655193001","repostId":"186445959430312","repostType":1,"repost":{"id":186445959430312,"gmtCreate":1686558254450,"gmtModify":1686558285504,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"壮士断腕,蔚来还有机会吗?","htmlText":"周五美股盘前,蔚来发布了一季报。 第一季度营收106.8亿人民币,同比增长7.7%,不及分析师一致预期的116.3亿: 虽然业绩不好,但蔚来美股一度大涨10%,奈何盘中冲高回落,最终收跌0.77%: 大涨的原因或来自二季度销量指引,公司预计销量在2.3万-2.5万辆之间,根据已经公布的4月和5月数据,不难推算,6月的销量在10187-12187辆之间,重回万辆上方,较此前6000多辆的数据明显提升: 根据指引数据,二季度销量同比下降约8.2%-0.2%,营收约87.4亿-93.7亿,同比下滑约15.1%-9%。 营收下滑幅度大于销量,主要原因是售价更低的ET5车型开始起量,进而影响了单车收入,从一季度来看,蔚来单车收入为28万元,大幅低于去年36万左右的单价: 收入承压之下,蔚来的盈利能力也在恶化,其中,一季度毛利率降至1.5%,净亏损为47亿人民币: 将毛利率拆分,其中车辆销售毛利率5.1%,去年同期为18.1%,主要由于产品组合变动及电池单位成本增加。 截止一季度末,蔚来账上的现金只剩下378亿人民币,按照一个季度亏损近50亿来看,蔚来必须要断臂求生了! 就在近日,蔚来宣布全系车型起售价减3万元;新购车首任车主用车权益调整为整车6年或15万公里质保等;免费换电补能不再作为标准用车权益,新用户可灵活选择在家充电或到充换电站付费补能,蔚来此后将推出灵活的充换电服务套餐。已提车的用户,包括终身免费换电在内的首任车主用车权益保持不变;在购买蔚来新车时,用户可选择将原车的用车权益转移到新车,或者选择放弃其用车权益从而抵扣3万元-5万元的购车款。 此次调整,最明显的就是放弃换电,以求降低车价,提升产品竞争力。 蔚小理三家造车新势力都有各自明显的特点,蔚来是换电,小鹏是智能化,理想是增程,如今来看,只有理想的增程模","listText":"周五美股盘前,蔚来发布了一季报。 第一季度营收106.8亿人民币,同比增长7.7%,不及分析师一致预期的116.3亿: 虽然业绩不好,但蔚来美股一度大涨10%,奈何盘中冲高回落,最终收跌0.77%: 大涨的原因或来自二季度销量指引,公司预计销量在2.3万-2.5万辆之间,根据已经公布的4月和5月数据,不难推算,6月的销量在10187-12187辆之间,重回万辆上方,较此前6000多辆的数据明显提升: 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