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大道至简桑
大道至简桑
·
2024-04-18
竞猜赢虎币 ,寻找实盘收益王
查看详情:
竞猜赢虎币 ,寻找实盘收益王
快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户
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竞猜赢虎币 ,寻找实盘收益王
大道至简桑
大道至简桑
·
2023-11-22
兔死狐烹,鸟兽死,走狗亡。看看沈万三就知道了
非常抱歉,此主贴已删除
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大道至简桑
大道至简桑
·
2023-01-18
赞👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻
小鹏内部会:不精彩毋宁死
造车 5 年来,小鹏汽车经历过高光,也陷入过低谷。在2021年成为新势力销冠后,2022年的后半段它又遇到新的困境。历经过去一年的波动后,1 月 18 日,小鹏汽车内部进行了总结与反思,何小鹏也喊出了
小鹏内部会:不精彩毋宁死
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大道至简桑
大道至简桑
·
2022-08-24
$特斯拉(TSLA)$
收盘900,便于拆股到300,主力和马斯克一样很偏执的
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大道至简桑
大道至简桑
·
2022-08-18
$特斯拉(TSLA)$
900
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1
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4
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大道至简桑
大道至简桑
·
2022-07-25
天才不能用世俗标准去要求。
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大道至简桑
大道至简桑
·
2022-07-06
5月7号的微博你现在拿回来说事,啧啧啧
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大道至简桑
大道至简桑
·
2022-04-05
$Nutex Health Inc(NUTX)$
随时断头铡
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大道至简桑
大道至简桑
·
2022-03-08
$休斯敦能源(HUSA)$
我擦,十分钟涨60%
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大道至简桑
大道至简桑
·
2022-03-08
太猛了,一脸懵逼
@我就是阿硕:
$休斯敦能源(HUSA)$猛啊
$休斯敦能源(HUSA)$猛啊
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17:24","market":"hk","language":"zh","title":"小鹏内部会:不精彩毋宁死","url":"https://stock-news.laohu8.com/highlight/detail?id=1131577942","media":"华尔街见闻","summary":"造车 5 年来,小鹏汽车经历过高光,也陷入过低谷。在2021年成为新势力销冠后,2022年的后半段它又遇到新的困境。历经过去一年的波动后,1 月 18 日,小鹏汽车内部进行了总结与反思,何小鹏也喊出了","content":"<html><head></head><body><p>造车 5 年来,小鹏汽车经历过高光,也陷入过低谷。在2021年成为新势力销冠后,2022年的后半段它又遇到新的困境。</p><p>历经过去一年的波动后,1 月 18 日,小鹏汽车内部进行了总结与反思,何小鹏也喊出了,“如果不破,小鹏只是早死和晚死的区别。要么跟大家一起足够精彩,要么就轰轰烈烈地死掉。”</p><p>去年上半年,即便在疫情和供应链紧张的侵扰下,小鹏依旧发挥稳定,上半年交付量同比增长 124%至 6.9 万台。不过到了下半年,挑战来袭,8-11月销量几乎持续下滑,从3月1.54万台的高点滑至5千台的水平,直到12月份才重新回到“万辆及格线”。</p><p>对此何小鹏坦言,去年 G9 和 P7 的改款并没有能够阻挡销量的下滑。但在他看来,这两款车是非常成功的产品,相信它们只是在一个片刻没能得最好的成绩。他依旧信心十足地认为, G9 和 P7 会通过不断改款,在 2023、2024年可以让小鹏重回到这个赛道的 TOP2。</p><p>值得一提的是,2023开年,当特斯拉挥舞着降价的屠刀冲向新能源市场后,1月17日小鹏也紧随其后,宣布官降2万-3.6万元迎战特斯拉,其中就包括了P5、P7、G3i三款车型。而这都是为了在竞争白热化的电动车市场中,抢夺份额以图存。</p><p>表面上来看,销量的分量确实很重,但何小鹏认为,更要先找到并解决深层的问题。“假设销量是砍柴的话,我们当前应该把更多的时间和精力投入在总结和磨刀上,并且知道今后的柴应该去哪儿砍,而不是现在只会勤劳地砍柴。”</p><p>因此他列举了 3 项团队的不足,首先是股价、销量、士气的低迷;客户思维和口碑的损伤;内部组织能力不足导致的部门低效。并且表示,重塑组织和价值观,要先从中、高管身上找问题,要敢于调整SKU,敢于向过去的经验、逻辑挑战。</p><p>实际上,小鹏在换代期经历了凶险的”G9退订门”后,就已经对内部展开了一场深度的组织架构调整。成立了五大虚拟委员会组织,拉通公司各条线业务线。近期也传出了原长城汽车总裁王凤英将出任小鹏汽车CEO的消息,虽然小鹏没有对该事置可否,但依旧体现出其对“破旧”的欲望。</p><p>对于G9发布时混乱的SKU,何小鹏也承诺,单车型的 SKU 会越来越少,甚至到明年有些车型的 SKU 只有一款或者两款。</p><p>经过一系列大张旗鼓的改革后,小鹏对未来也有着更高的期待。</p><p>会议上,小鹏汽车提到“ 2027 年销量要达 120 万台”,这对应的是小鹏将全自动驾驶汽车里达到 30% 左右的市场份额。</p><p>如此雄伟的计划,来自何小鹏对“技术标签”的看好。在他眼里,智能化在过去可能被认为是营销的噱头,但是在下一个五年一定会成为真正用户的痛点,一定会成为用户购买、关注小鹏汽车的第一点。</p><p>另外,随着销量水涨船高的还有其对利润的期许。实际上,在蔚小理中毛利率一直不占优的小鹏,此次也拿出了新的盈利时间表。</p><p>何小鹏表示,小鹏汽车的目标是在下一个五年里,2025 年经营利润转正。这意味着 2025 年最低综合毛利要达到 17%,且销售规模要达到今天大几倍的增长,同时软件也将成为新的利润点,为此小鹏的年研发投入达到百亿级别。</p><p>在何小鹏看来,2023以及2024年,新能源汽车的后来者们会碰到大量的成本挑战,“在新的五年里,我认为过去已有的OEM厂商,以及现在还没有跑出来的新OEM厂商,会像上一个五年一样倒下。”</p></body></html>","source":"wallstreetcn","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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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小鹏内部会:不精彩毋宁死\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-18 17:24 北京时间 <a href=https://wallstreetcn.com/articles/3680195><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>造车 5 年来,小鹏汽车经历过高光,也陷入过低谷。在2021年成为新势力销冠后,2022年的后半段它又遇到新的困境。历经过去一年的波动后,1 月 18 日,小鹏汽车内部进行了总结与反思,何小鹏也喊出了,“如果不破,小鹏只是早死和晚死的区别。要么跟大家一起足够精彩,要么就轰轰烈烈地死掉。”去年上半年,即便在疫情和供应链紧张的侵扰下,小鹏依旧发挥稳定,上半年交付量同比增长 124%至 6.9 万台。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3680195\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4aa4c2246df411f68e16a21f6d365311","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"https://wallstreetcn.com/articles/3680195","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131577942","content_text":"造车 5 年来,小鹏汽车经历过高光,也陷入过低谷。在2021年成为新势力销冠后,2022年的后半段它又遇到新的困境。历经过去一年的波动后,1 月 18 日,小鹏汽车内部进行了总结与反思,何小鹏也喊出了,“如果不破,小鹏只是早死和晚死的区别。要么跟大家一起足够精彩,要么就轰轰烈烈地死掉。”去年上半年,即便在疫情和供应链紧张的侵扰下,小鹏依旧发挥稳定,上半年交付量同比增长 124%至 6.9 万台。不过到了下半年,挑战来袭,8-11月销量几乎持续下滑,从3月1.54万台的高点滑至5千台的水平,直到12月份才重新回到“万辆及格线”。对此何小鹏坦言,去年 G9 和 P7 的改款并没有能够阻挡销量的下滑。但在他看来,这两款车是非常成功的产品,相信它们只是在一个片刻没能得最好的成绩。他依旧信心十足地认为, G9 和 P7 会通过不断改款,在 2023、2024年可以让小鹏重回到这个赛道的 TOP2。值得一提的是,2023开年,当特斯拉挥舞着降价的屠刀冲向新能源市场后,1月17日小鹏也紧随其后,宣布官降2万-3.6万元迎战特斯拉,其中就包括了P5、P7、G3i三款车型。而这都是为了在竞争白热化的电动车市场中,抢夺份额以图存。表面上来看,销量的分量确实很重,但何小鹏认为,更要先找到并解决深层的问题。“假设销量是砍柴的话,我们当前应该把更多的时间和精力投入在总结和磨刀上,并且知道今后的柴应该去哪儿砍,而不是现在只会勤劳地砍柴。”因此他列举了 3 项团队的不足,首先是股价、销量、士气的低迷;客户思维和口碑的损伤;内部组织能力不足导致的部门低效。并且表示,重塑组织和价值观,要先从中、高管身上找问题,要敢于调整SKU,敢于向过去的经验、逻辑挑战。实际上,小鹏在换代期经历了凶险的”G9退订门”后,就已经对内部展开了一场深度的组织架构调整。成立了五大虚拟委员会组织,拉通公司各条线业务线。近期也传出了原长城汽车总裁王凤英将出任小鹏汽车CEO的消息,虽然小鹏没有对该事置可否,但依旧体现出其对“破旧”的欲望。对于G9发布时混乱的SKU,何小鹏也承诺,单车型的 SKU 会越来越少,甚至到明年有些车型的 SKU 只有一款或者两款。经过一系列大张旗鼓的改革后,小鹏对未来也有着更高的期待。会议上,小鹏汽车提到“ 2027 年销量要达 120 万台”,这对应的是小鹏将全自动驾驶汽车里达到 30% 左右的市场份额。如此雄伟的计划,来自何小鹏对“技术标签”的看好。在他眼里,智能化在过去可能被认为是营销的噱头,但是在下一个五年一定会成为真正用户的痛点,一定会成为用户购买、关注小鹏汽车的第一点。另外,随着销量水涨船高的还有其对利润的期许。实际上,在蔚小理中毛利率一直不占优的小鹏,此次也拿出了新的盈利时间表。何小鹏表示,小鹏汽车的目标是在下一个五年里,2025 年经营利润转正。这意味着 2025 年最低综合毛利要达到 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