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zkuwoo
zkuwoo
·
11-07
蔚来换电站建设这么多，上面给自己打打广告，放上附近店里的销售联系方式不香吗？白白浪费这么多“实体店”
品牌大咖说 | 商超店缩减之后：新能源汽车品牌去哪找买家？
中国汽车流通协会副秘书长郎学红在接受中新经纬采访时表示：“这一趋势其实在2024年就已经显现。”在郎学红看来，商超店本身就不适合作为一个永久性的展示或者体验的场所。郎学红指出，商超店一般都位于城市核心区域商业中心，租金成本比较高，所以一个商超店在积累了一段时间的用户后，可能就会考虑换一个商超，或者进入汽车商圈，以便为消费者提供从试驾到售后等一体化的综合服务。
品牌大咖说 | 商超店缩减之后：新能源汽车品牌去哪找买家？
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zkuwoo
zkuwoo
·
11-01
$蔚来(NIO)$
今天晚上洗出去不少吧。。。
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zkuwoo
zkuwoo
·
10-30
$蔚来(NIO)$
洗洗更健康
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zkuwoo
zkuwoo
·
10-29
$纳指三倍做空ETF(SQQQ)$
财报季指数成份股业绩都这么好，看你们这些唐吉诃德战风车真开心！
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zkuwoo
zkuwoo
·
10-29
理想为啥不积极发周榜了啊，是不是发的人离职了呢？麻烦尽快招一个！想看，爱看！
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zkuwoo
zkuwoo
·
10-25
$Beyond Meat, Inc.(BYND)$
抄底！投机一把！
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1
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zkuwoo
zkuwoo
·
10-24
小编们真是操碎心，既怕大哥吃苦，又怕大哥开路虎
蔚来亏损超1000亿，李斌要控制好盈利的欲望
02 蔚来现阶段能力是否匹配盈利的欲望蔚来李斌提出第四季度盈利的目标。03 重点关注蔚来的极大指标蔚来亏损的情况不乐观，为了给投资者交代，李斌可能急于想通过盈利向投资者证明。此前，蔚来和李斌等被新加坡GIC控告财务造假，提前确认收入和利润。私以为，蔚来可以继续亏损，李斌要控制好盈利的欲望，绝不能为了盈利而惹上不必要的麻烦。
蔚来亏损超1000亿，李斌要控制好盈利的欲望
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zkuwoo
zkuwoo
·
10-23
$Beyond Meat, Inc.(BYND)$
投机一把，冲冲冲！
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zkuwoo
zkuwoo
·
10-22
$泡泡玛特(09992)$
出货出货！
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zkuwoo
zkuwoo
·
10-21
$泡泡玛特(09992)$
送你一朵郁金香！
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,"themes":[],"title":"","htmlText":"蔚来换电站建设这么多，上面给自己打打广告，放上附近店里的销售联系方式不香吗？白白浪费这么多“实体店”","listText":"蔚来换电站建设这么多，上面给自己打打广告，放上附近店里的销售联系方式不香吗？白白浪费这么多“实体店”","text":"蔚来换电站建设这么多，上面给自己打打广告，放上附近店里的销售联系方式不香吗？白白浪费这么多“实体店”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/497648847069328","repostId":"2581502003","repostType":2,"repost":{"id":"2581502003","kind":"news","pubTimestamp":1762507889,"share":"https://www.laohu8.com/m/news/2581502003?lang=&edition=full","pubTime":"2025-11-07 17:31","market":"hk","language":"zh","title":"品牌大咖说 | 商超店缩减之后：新能源汽车品牌去哪找买家？","url":"https://stock-news.laohu8.com/highlight/detail?id=2581502003","media":"中新经纬","summary":"中国汽车流通协会副秘书长郎学红在接受中新经纬采访时表示：“这一趋势其实在2024年就已经显现。”在郎学红看来，商超店本身就不适合作为一个永久性的展示或者体验的场所。郎学红指出，商超店一般都位于城市核心区域商业中心，租金成本比较高，所以一个商超店在积累了一段时间的用户后，可能就会考虑换一个商超，或者进入汽车商圈，以便为消费者提供从试驾到售后等一体化的综合服务。","content":"<html><body><article><p>中新<a href=\"https://laohu8.com/S/301390\">经纬</a>11月7日电 (宋亚芬)曾作为品牌推广“标配”的商超体验店(指在大型商场或购物中心内设立的汽车销售区域，通常由汽车品牌在商场空间进行汽车展示和销售)，正在逐步收缩其布局规模。</p><p>近日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、智己等代表性车企缩减部分商超店的动作，再次引发行业对这一趋势的广泛关注。中国汽车流通协会副秘书长郎学红在接受中新<a href=\"https://laohu8.com/S/02477\">经纬</a>采访时表示：“这一趋势其实在2024年就已经显现。”</p><p>中国汽车流通协会数据显示，2023年全国新能源车体验/展示中心的数量占比为51%，而到2024年底这一占比已降至46%。数字的变化印证了行业转型的加速。随着新势力车企品牌影响力的不断提升与市场认知度的日益深化，其渠道策略正经历一场静水深流的变革。</p><p>在郎学红看来，商超店本身就不适合作为一个永久性的展示或者体验的场所。“商超店更多功能其实是进入到消费者的日常生活空间场景，让消费者在休闲场景中对品牌形成认知，了解品牌的新能源产品。其在一定意义上有更多的品牌宣传职能，即更多地触达消费者。”</p><p>辐射范围的局限性进一步强化了商超店的“短周期”特性。郎学红指出，虽然不同的城市级别，所覆盖的区域有所不同，但商超店能辐射的范围也就在几公里到十几公里的半径，所以，短则半年，长则两年左右，一个商超基本就完成它所能触达到的新消费者了，此后边际效益将明显递减。</p><p>除此之外，高昂的运营成本与服务功能的单一性，也促使车企重新评估商超店的投资回报。郎学红指出，商超店一般都位于城市核心区域商业中心，租金成本比较高，所以一个商超店在积累了一段时间的用户后，可能就会考虑换一个商超，或者进入汽车商圈，以便为消费者提供从试驾到售后等一体化的综合服务。</p><p>不过，郎学红强调，这并非简单的渠道收缩，而是一场深刻的渠道变革。收缩商超店后，新势力车企的渠道模式并非简单回归传统4S店模式，而是通过渠道创新和融合发展，形成一种新的4S、5S甚至多S模式。</p><p>“这一思路的核心在于更多地去找到消费者出行的场景，而不是单一的4S店模式。”郎学红举例说，比如，将传统的4S店功能拆分为体验中心、交付中心、快修中心、钣喷中心等专业模块，实现更精细化的运营，如在社区设立小型试驾点，在商圈布局专属交付中心。或者<a href=\"https://laohu8.com/S/300959\">线上线下</a>深度融合，通过APP预约、直播看车、上门试驾等方式，打破<a href=\"https://laohu8.com/S/605178\">时空</a>限制，构建全时域的服务网络。</p><p>郎学红进一步强调，这场渠道变革的核心，是从“车在哪里卖”转向“人在哪里用”的思维转变。无论是商超店的战略性撤退，还是多功能服务中心的建立，其根本目的都是更好地匹配用户的消费习惯和使用场景。(中新经纬APP)</p><p><strong>中新经纬版权所有，未经授权，不得转载或以其他方式使用。</strong></p><p>责任编辑：袁媛</p><p>来源：中新经纬</p><p>编辑：郭晋嘉</p><p>广告等商务合作，请点击这里</p><p>未经过正式授权严禁转载本文，侵权必究中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。关注中新经纬微信公众号(微信搜索“中新经纬”或“jwview”)，看更多精彩财经资讯。</p></article></body></html>","source":"tencent","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>品牌大咖说 | 商超店缩减之后：新能源汽车品牌去哪找买家？</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110717355094f5604f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1588":"回港中概股","BK1119":"汽车制造商","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110717355094f5604f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2581502003","content_text":"中新经纬11月7日电 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17:41","market":"hk","language":"zh","title":"蔚来亏损超1000亿，李斌要控制好盈利的欲望","url":"https://stock-news.laohu8.com/highlight/detail?id=2577594308","media":"Ofweek维科网","summary":"02 蔚来现阶段能力是否匹配盈利的欲望蔚来李斌提出第四季度盈利的目标。03 重点关注蔚来的极大指标蔚来亏损的情况不乐观，为了给投资者交代，李斌可能急于想通过盈利向投资者证明。此前，蔚来和李斌等被新加坡GIC控告财务造假，提前确认收入和利润。私以为，蔚来可以继续亏损，李斌要控制好盈利的欲望，绝不能为了盈利而惹上不必要的麻烦。","content":"<html><body><article><p>樵夫 作品</p><p>人 车 江湖</p><p>一起见证中国汽车产业崛起</p><p>累计亏损超过1000亿，<a href=\"https://laohu8.com/S/09866\">蔚来</a>汽车传下了车圈的不可思议。</p><p>但李斌要控制好盈利的欲望。</p><p>有欲望很好，但欲望要与能力匹配，不能为了欲望操之过急。</p><p><strong>01 “<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>第四季度要实现盈利”</strong></p><p>近期，有媒体报道蔚来李斌在内部会议上提出第四季度盈利是必须要实现的一件事。</p><p>李斌认为，四季度盈利的前提是公司做好以下三件事：第一、做好重点车型营销；第二、供应链保供与降本；第三、按时交付高质量软件版本。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024174119294d163xa1w7zsqeco\"/><p>从媒体转述的内容看，我们可以感受到李斌追求蔚来第四季度盈利的迫切心情。</p><p>此前，李斌也多次表达过蔚来要实现盈利，但均尚未能扭转蔚来亏损局面。</p><p>打破狼来了的窘境，在投资者耐心耗尽之前实现盈利，对李斌而言确实之至关重要的事情。</p><p>就近期销售情况看来，蔚来似乎走出了销量低潮期，交付上升不少，传言蔚来全系已经实现了单周破万的销量，可以简单换算就是实现了单月4万+的销量。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member99963198/202510/wx_article__b4332c740cb9ece96c125f091e88e529.jpg\"/><p>交付量是实现盈利的基础和根本，如果蔚来销量持续上升，实现盈利是可能的。</p><p>但能否在第四季度实现盈利呢？存在一定困难。因为除了销量，盈利还受到诸多因素限制。</p><p><strong>02 蔚来现阶段能力是否匹配盈利的欲望</strong></p><p>蔚来李斌提出第四季度盈利的目标。要看看蔚来现阶段的能力如何。</p><p>可以将能力分为以下方面：</p><p>持续营销能力：蔚来全系似乎在近期忽然爆火，这是好事。但维持蔚来，乐道和萤火虫持续火爆很重要。这是对蔚来营销能力持久力的考验。</p><p>但存在一个问题，即使蔚来实现了单月4万+的销量，就一定能够实现盈利吗？</p><p>从行业水平来看，单月4万+的同行不在少数，但单月4万+也不一定就能实现盈利。</p><p>产业链成本控制能力：产业链成本控制能力很重要，如果做到了产业链全链条的打通，甚至可以操纵成本，实现利润转移。</p><p>从公开信息来看，蔚来尚未完成全产业链布局，其成本控制能力相对<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>这类八角形战士是弱很多的。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member99963198/202510/wx_article__b16de16d19b2a2b25cebb2d0e6d0aa0f.jpg\"/><p>这里边延伸出一个问题，在产业链成本控制能力没有增强的情况下，突击式地压缩成本，往往不现实。</p><p>其实，财务上有一个指标能反映盈利能力情况，就是毛利率。</p><p>根据蔚来（<a href=\"https://laohu8.com/S/NIO\">NIO</a>）发布的官方财报，在2024年第四季度，其综合毛利率为11.7%，整车毛利率为13.1%。理论上，既然毛利率为正，就可以通过压缩期间费用，比如销售费用，管理费用和财务费用甚至是研发支出来实现短期的盈利。</p><p><strong>03 重点关注蔚来的极大指标</strong></p><p>蔚来亏损的情况不乐观，为了给投资者交代，李斌可能急于想通过盈利向投资者证明。但切忌不能因噎废食，要合法合规的盈利。</p><p>此前，蔚来和李斌等被新加坡GIC控告财务造假，提前确认收入和利润。尽管该官司尚未结束，但值得给李斌等敲响警钟。</p><p>对于蔚来第四季度能否盈利，公众可能不太关注。但如果蔚来第四季度果真实现了盈利，则其报表将会被用放大镜细究，对于收入项和利润项，都将被360度审查。</p><p>私以为，蔚来可以继续亏损，李斌要控制好盈利的欲望，绝不能为了盈利而惹上不必要的麻烦。</p></article></body></html>","source":"tencent","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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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来亏损超1000亿，李斌要控制好盈利的欲望\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-24 17:41 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024174201a472711c&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>樵夫 作品人 车 江湖一起见证中国汽车产业崛起累计亏损超过1000亿，蔚来汽车传下了车圈的不可思议。但李斌要控制好盈利的欲望。有欲望很好，但欲望要与能力匹配，不能为了欲望操之过急。01 “蔚来第四季度要实现盈利”近期，有媒体报道蔚来李斌在内部会议上提出第四季度盈利是必须要实现的一件事。李斌认为，四季度盈利的前提是公司做好以下三件事：第一、做好重点车型营销；第二、供应链保供与降本；第三、按时交付...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024174201a472711c&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1588":"回港中概股","BK1119":"汽车制造商","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024174201a472711c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2577594308","content_text":"樵夫 作品人 车 江湖一起见证中国汽车产业崛起累计亏损超过1000亿，蔚来汽车传下了车圈的不可思议。但李斌要控制好盈利的欲望。有欲望很好，但欲望要与能力匹配，不能为了欲望操之过急。01 “蔚来第四季度要实现盈利”近期，有媒体报道蔚来李斌在内部会议上提出第四季度盈利是必须要实现的一件事。李斌认为，四季度盈利的前提是公司做好以下三件事：第一、做好重点车型营销；第二、供应链保供与降本；第三、按时交付高质量软件版本。从媒体转述的内容看，我们可以感受到李斌追求蔚来第四季度盈利的迫切心情。此前，李斌也多次表达过蔚来要实现盈利，但均尚未能扭转蔚来亏损局面。打破狼来了的窘境，在投资者耐心耗尽之前实现盈利，对李斌而言确实之至关重要的事情。就近期销售情况看来，蔚来似乎走出了销量低潮期，交付上升不少，传言蔚来全系已经实现了单周破万的销量，可以简单换算就是实现了单月4万+的销量。交付量是实现盈利的基础和根本，如果蔚来销量持续上升，实现盈利是可能的。但能否在第四季度实现盈利呢？存在一定困难。因为除了销量，盈利还受到诸多因素限制。02 蔚来现阶段能力是否匹配盈利的欲望蔚来李斌提出第四季度盈利的目标。要看看蔚来现阶段的能力如何。可以将能力分为以下方面：持续营销能力：蔚来全系似乎在近期忽然爆火，这是好事。但维持蔚来，乐道和萤火虫持续火爆很重要。这是对蔚来营销能力持久力的考验。但存在一个问题，即使蔚来实现了单月4万+的销量，就一定能够实现盈利吗？从行业水平来看，单月4万+的同行不在少数，但单月4万+也不一定就能实现盈利。产业链成本控制能力：产业链成本控制能力很重要，如果做到了产业链全链条的打通，甚至可以操纵成本，实现利润转移。从公开信息来看，蔚来尚未完成全产业链布局，其成本控制能力相对比亚迪这类八角形战士是弱很多的。这里边延伸出一个问题，在产业链成本控制能力没有增强的情况下，突击式地压缩成本，往往不现实。其实，财务上有一个指标能反映盈利能力情况，就是毛利率。根据蔚来（NIO）发布的官方财报，在2024年第四季度，其综合毛利率为11.7%，整车毛利率为13.1%。理论上，既然毛利率为正，就可以通过压缩期间费用，比如销售费用，管理费用和财务费用甚至是研发支出来实现短期的盈利。03 重点关注蔚来的极大指标蔚来亏损的情况不乐观，为了给投资者交代，李斌可能急于想通过盈利向投资者证明。但切忌不能因噎废食，要合法合规的盈利。此前，蔚来和李斌等被新加坡GIC控告财务造假，提前确认收入和利润。尽管该官司尚未结束，但值得给李斌等敲响警钟。对于蔚来第四季度能否盈利，公众可能不太关注。但如果蔚来第四季度果真实现了盈利，则其报表将会被用放大镜细究，对于收入项和利润项，都将被360度审查。私以为，蔚来可以继续亏损，李斌要控制好盈利的欲望，绝不能为了盈利而惹上不必要的麻烦。","news_type":1,"symbols_score_info":{"09866":1.5,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492359139758192,"gmtCreate":1761225858238,"gmtModify":1761225859969,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$ </a> 投机一把，冲冲冲！","listText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$ </a> 投机一把，冲冲冲！","text":"$Beyond Meat, 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