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黄雀伺蝉
IP属地：四川
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黄雀伺蝉
黄雀伺蝉
·
07-31
“又挑动了一些没有思考能力的人，进一步带节奏，这种行为，其实在行业内已经见怪不怪了。”
尴尬了，法拉利，现代忙着研究小米汽车，国内却忙着诋毁它
说起小米汽车，很多本身是小米汽车用户的人是又爱又恨。当然，国内还有另外一群人，他根本就不是小米汽车的用户，但是对小米汽车，似乎只有恨，没有爱，一个劲的诋毁，吐槽，讽刺，各种阴阳怪气的。而对这样的舆论环境，其实让我觉得有点尴尬的，因为在海外，小米汽车基本上一致的得到了大家的称赞，大家都认为这是中国汽车工业的骄傲。
尴尬了，法拉利，现代忙着研究小米汽车，国内却忙着诋毁它
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黄雀伺蝉
黄雀伺蝉
·
07-31
$小米集团-W(01810)$
垃圾中的战斗机
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黄雀伺蝉
黄雀伺蝉
·
07-26
Replying to
@一路走来cd
:没有一个制度是完美的，别在那儿看了点文章就胡说八道污蔑自己的国家//
@一路走来cd
:相信体系的力量， 相信制度的力量。 远远大于＞个人的权威 这个是投资美股的根基。
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黄雀伺蝉
黄雀伺蝉
·
06-24
不不不。。。众泰和小米除了品牌、耐心、技术，还有一个很关键的点，就是质量问题，，，，谁也不会买一辆经常出问题的车，众泰其实已经给大家答案了，，刚开始卖得好，是外形好看，最后不行了是质量不行，小米还有一个就是极致的性价比，阿维塔也好看，质量安全良好，但是价格太贵，，，这两个点就是汽车界的开卷考试，奈何学到的车企不多，
从“保时泰”到濒临退市，众泰汽车比小米汽车差一个雷军？
出品｜远见资本局作者｜远见君2025年6月，众泰汽车在一次《2025年6月13日投资者关系活动记录表》中表示，受公司缺乏运营资金影响，截至目前公司整车业务未能复工复产，今年以来无整车生产，将面临退市。同样是模仿保时捷的外观出圈，甚至众泰还是中国新能源汽车的鼻祖，众泰和小米之间，差的不只是时间，而是一整套面向未来的能力体系。2024年7月，众泰股价从1.31元暴涨至3.55元，涨幅接近140%。
从“保时泰”到濒临退市，众泰汽车比小米汽车差一个雷军？
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黄雀伺蝉
黄雀伺蝉
·
06-06
过不了几天，，特&马又开始上演和好戏码，，赚钱真容易
[微笑]
，，两个演员
非常抱歉，此主贴已删除
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黄雀伺蝉
黄雀伺蝉
·
04-17
$GraniteShares 2x Short NVDA Daily ETF(NVD)$
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黄雀伺蝉
黄雀伺蝉
·
02-25
莫名其妙，财报这么好，盘前跌8%，日久见
携程第四季度营收和每股收益均超预期
$携程网(TCOM)$ 第四季度，营收127.7亿元人民币，同比增长24%，预估123.3亿元人民币。第四季度业绩营收127.7亿元人民币，同比+24%，预估123.3亿元人民币（彭博综合预期）住宿预订收入51.8亿元人民币，同比+33%，预估50.5亿元人民币交通票务收入47.8亿元人民币，同比+16%，预估46.7亿元人民币其他收入12.4亿元人民币，同比+25%，预估12.1亿元人民币调整后每ADS收益4.35元人民币，预估4.20元人民币毛利101.0亿元人民币，同比+22%，预估99.4亿元人民币
携程第四季度营收和每股收益均超预期
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黄雀伺蝉
黄雀伺蝉
·
2024-08-28
$拼多多(PDD)$
不知道什么时候可以哄好，现在在气头上
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黄雀伺蝉
黄雀伺蝉
·
2024-08-27
$纳指三倍做多ETF(TQQQ)$
涨📈📈📈📈📈
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黄雀伺蝉
黄雀伺蝉
·
2024-08-19
$Faraday Future(FFIE)$
等他倒闭
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href=\"https://laohu8.com/S/NVDA\">英伟达</a>老板黄仁勋说自己只想买一台小米汽车，还有小米SU7 Ultra重点纽北，参加速度节，都是一致的被国外车手好评，说改变了他们对于中国汽车，电动汽车的印象。</p><p>另外像<a href=\"https://laohu8.com/S/RACE\">法拉利</a>买了一台SU7 ultra来研究，还有现代等国外车企，也买了小米SU7 Ultra来研究，足以证明，他们有多认可小米汽车了，因为他们研究，肯定只研究比自己强的车，有代表性的、标志性的汽车，这一点证明小米有多强了。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202507/31120545988049.jpg\"/><p>而看看国内，在小米SU7和YU7发布，且一车难求之后，小米汽车在国内的吐槽就没有停止过，什么“绿化带神车”、“车规级纸巾盒”、“黄毛专属座驾”之类的标签层出不穷，故意把用户群体污名化。</p><p>表现上来看，似乎就是网友们的一些恶搞，但事实上，大家都清楚，关键是背后有一些友商的推波助澜，毕竟商战就是这样嘛，然后这些言论，又挑动了一些没有思考能力的人，进一步带节奏，这种行为，其实在行业内已经见怪不怪了。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202507/31120556655529.jpg\"/><p>怪就怪小米汽车太火了，抢了太多车企的饭碗，要是小米汽车根本没人买，就是一个小透明，估计就没人这些消息，也没人理他了。</p><p>说真的，对于外国人而言，根本就没有什么品牌鄙视链，他们只看产品本身，好就夸，但国内不一样，还有一些所谓的品牌鄙视链，甚至搞出了一些类似于饭圈文化的“车圈文化”，真的是让人很尴尬啊。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025073114350394c57fe1&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>说起小米汽车，很多本身是小米汽车用户的人是又爱又恨。爱是因为它确实很帅，从SU7，到YU7，在颜值这一块确实没有一个能打的。而恨的是买车的话，要等太久了，如果订单下的晚，等车一年都正常。当然，国内还有另外一群人，他根本就不是小米汽车的用户，但是对小米汽车，似乎只有恨，没有爱，一个劲的诋毁，吐槽，讽刺，各种阴阳怪气的。而对这样的舆论环境，其实让我觉得有点尴尬的，因为在海外，小米汽车基本上一致的得到了...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025073114350394c57fe1&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU2257852520.SGD":"JPMorgan Funds - Asia 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(HKD) ACC","BK1618":"Manus概念股","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","XIACY":"小米集团ADR","LU1720050803.USD":"安联全方位中国股票基金","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025073114350394c57fe1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2555722006","content_text":"说起小米汽车，很多本身是小米汽车用户的人是又爱又恨。爱是因为它确实很帅，从SU7，到YU7，在颜值这一块确实没有一个能打的。而恨的是买车的话，要等太久了，如果订单下的晚，等车一年都正常。当然，国内还有另外一群人，他根本就不是小米汽车的用户，但是对小米汽车，似乎只有恨，没有爱，一个劲的诋毁，吐槽，讽刺，各种阴阳怪气的。而对这样的舆论环境，其实让我觉得有点尴尬的，因为在海外，小米汽车基本上一致的得到了大家的称赞，大家都认为这是中国汽车工业的骄傲。但在国内，很多人却是反着的，没有觉得它是中国汽车工业的骄傲，反而只想打倒小米汽车。我们先看看海外，比如特福CEO，早就买了一台小米SU7，并不断的在公开场合表示他喜欢这台车，天天开，爱不释放手。英伟达老板黄仁勋说自己只想买一台小米汽车，还有小米SU7 Ultra重点纽北，参加速度节，都是一致的被国外车手好评，说改变了他们对于中国汽车，电动汽车的印象。另外像法拉利买了一台SU7 ultra来研究，还有现代等国外车企，也买了小米SU7 Ultra来研究，足以证明，他们有多认可小米汽车了，因为他们研究，肯定只研究比自己强的车，有代表性的、标志性的汽车，这一点证明小米有多强了。而看看国内，在小米SU7和YU7发布，且一车难求之后，小米汽车在国内的吐槽就没有停止过，什么“绿化带神车”、“车规级纸巾盒”、“黄毛专属座驾”之类的标签层出不穷，故意把用户群体污名化。表现上来看，似乎就是网友们的一些恶搞，但事实上，大家都清楚，关键是背后有一些友商的推波助澜，毕竟商战就是这样嘛，然后这些言论，又挑动了一些没有思考能力的人，进一步带节奏，这种行为，其实在行业内已经见怪不怪了。怪就怪小米汽车太火了，抢了太多车企的饭碗，要是小米汽车根本没人买，就是一个小透明，估计就没人这些消息，也没人理他了。说真的，对于外国人而言，根本就没有什么品牌鄙视链，他们只看产品本身，好就夸，但国内不一样，还有一些所谓的品牌鄙视链，甚至搞出了一些类似于饭圈文化的“车圈文化”，真的是让人很尴尬啊。","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1,"MIUmain":0.6,"HXXD.SI":0.6,"XIACY":0.6}},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462473102262488,"gmtCreate":1753926978094,"gmtModify":1753927312416,"author":{"id":"3499471570391329","authorId":"3499471570391329","name":"黄雀伺蝉","avatar":"https://static.tigerbbs.com/b53b2fdb6c238d51690020496755a0e1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499471570391329","authorIdStr":"3499471570391329"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/U/3459462368857793\">@一路走来cd</a>:没有一个制度是完美的，别在那儿看了点文章就胡说八道污蔑自己的国家//<a href=\"https://laohu8.com/U/3459462368857793\">@一路走来cd</a>:相信体系的力量， 相信制度的力量。 远远大于＞个人的权威 这个是投资美股的根基。","listText":"Replying to <a href=\"https://laohu8.com/U/3459462368857793\">@一路走来cd</a>:没有一个制度是完美的，别在那儿看了点文章就胡说八道污蔑自己的国家//<a href=\"https://laohu8.com/U/3459462368857793\">@一路走来cd</a>:相信体系的力量， 相信制度的力量。 远远大于＞个人的权威 这个是投资美股的根基。","text":"Replying to @一路走来cd:没有一个制度是完美的，别在那儿看了点文章就胡说八道污蔑自己的国家//@一路走来cd:相信体系的力量， 相信制度的力量。 远远大于＞个人的权威 这个是投资美股的根基。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460718628827752","isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449349462971000,"gmtCreate":1750731169304,"gmtModify":1750731170771,"author":{"id":"3499471570391329","authorId":"3499471570391329","name":"黄雀伺蝉","avatar":"https://static.tigerbbs.com/b53b2fdb6c238d51690020496755a0e1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499471570391329","authorIdStr":"3499471570391329"},"themes":[],"htmlText":"不不不。。。众泰和小米除了品牌、耐心、技术，还有一个很关键的点，就是质量问题，，，，谁也不会买一辆经常出问题的车，众泰其实已经给大家答案了，，刚开始卖得好，是外形好看，最后不行了是质量不行，小米还有一个就是极致的性价比，阿维塔也好看，质量安全良好，但是价格太贵，，，这两个点就是汽车界的开卷考试，奈何学到的车企不多，","listText":"不不不。。。众泰和小米除了品牌、耐心、技术，还有一个很关键的点，就是质量问题，，，，谁也不会买一辆经常出问题的车，众泰其实已经给大家答案了，，刚开始卖得好，是外形好看，最后不行了是质量不行，小米还有一个就是极致的性价比，阿维塔也好看，质量安全良好，但是价格太贵，，，这两个点就是汽车界的开卷考试，奈何学到的车企不多，","text":"不不不。。。众泰和小米除了品牌、耐心、技术，还有一个很关键的点，就是质量问题，，，，谁也不会买一辆经常出问题的车，众泰其实已经给大家答案了，，刚开始卖得好，是外形好看，最后不行了是质量不行，小米还有一个就是极致的性价比，阿维塔也好看，质量安全良好，但是价格太贵，，，这两个点就是汽车界的开卷考试，奈何学到的车企不多，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449349462971000","repostId":"2545042227","repostType":2,"repost":{"id":"2545042227","kind":"news","pubTimestamp":1750729337,"share":"https://www.laohu8.com/m/news/2545042227?lang=&edition=full","pubTime":"2025-06-24 09:42","market":"hk","language":"zh","title":"从“保时泰”到濒临退市，众泰汽车比小米汽车差一个雷军？","url":"https://stock-news.laohu8.com/highlight/detail?id=2545042227","media":"远见资本局","summary":"出品｜远见资本局作者｜远见君2025年6月，众泰汽车在一次《2025年6月13日投资者关系活动记录表》中表示，受公司缺乏运营资金影响，截至目前公司整车业务未能复工复产，今年以来无整车生产，将面临退市。同样是模仿保时捷的外观出圈，甚至众泰还是中国新能源汽车的鼻祖，众泰和小米之间，差的不只是时间，而是一整套面向未来的能力体系。2024年7月，众泰股价从1.31元暴涨至3.55元，涨幅接近140%。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250624094415153v206ojzeqz1nhzd\"/><p>出品｜<a href=\"https://laohu8.com/S/00862\">远见</a>资本局</p><p>作者｜远见君</p><p>2025年6月，<a href=\"https://laohu8.com/S/000980\">众泰汽车</a>在一次《2025年6月13日投资者关系活动记录表》中表示，受公司缺乏运营资金影响，截至目前公司整车业务未能复工复产，今年以来无整车生产，将面临<span>退市</span>。</p><p>这家曾以“高仿神车”风靡市场的车企，如今年销量仅剩14辆，一季度净亏1.03亿元，净资产仅1.31亿元，距离“年末净资产为负”的退市红线仅一步之遥。而就在不到十年前，众泰还是年销33万辆、市值超300亿的“自主神话”。</p><p>同样是模仿保时捷的外观出圈，甚至众泰还是中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车的鼻祖，众<a href=\"https://laohu8.com/S/300801\">泰和</a>小米之间，差的不只是时间，而是一整套面向<a href=\"https://laohu8.com/S/600532\">未来</a>的能力体系。</p><p>—01—</p><p>“拿来主义”失灵，众泰的模仿逻辑走到了尽头</p><p>众泰汽车，全称众泰汽车股份有限公司。前身为永康市<a href=\"https://laohu8.com/S/002071\">长城</a>五金机械厂，2003年，成立众泰控股集团有限公司。那时众泰还只是一家从事零部件的生产研发的公司，一年后买下台湾的丰田特锐生产线，才开始正式涉足汽车制造</p><p>而众泰汽车的崛起堪称国产车“山寨”巅峰。从众泰T600（对标奥迪Q5）、众泰Z700（影射奥迪A6L），到2016年爆红的“保时泰”SR9，几乎每一款爆款车型的核心卖点只有两个字：像和便宜。</p><p>尤其是2019年的众泰SR9，一款与保时捷Macan“像素级复刻”的SUV，上市三天订单破两万，直接把众泰推上了年度销量33万辆、借壳上市的高光时刻。</p><p>彼时的众泰，几乎成了三四线消费者心中“圆梦豪车”的代表。资本市场也给予了极大溢价——借壳上市时估值达116亿元，巅峰市值一度超过300亿元。</p><p>2017年众泰汽车销量为31.7万辆，连续两年销量突破30万辆，在中国本土车企销量排行榜上位列第八。</p><p>但所有的繁荣，都是建立在“外观模仿+低价策略”的基础上。当行业转向高质量发展，众泰的护城河开始瓦解。</p><p>首先是技术瓶颈。发动机漏油、变速箱迟滞等“老毛病”频频出现；国六排放实施后，合规车型几乎为零；新能源浪潮来临时，研发几乎停摆——2024年全年研发支出仅570万元，同比下滑近九成。</p><p>其次是市场环境的剧变。消费者从“买车壳”转向“比性能、看智能”，而众泰始终未能完成产品结构和品牌心智的跃迁。模仿的路线，终究难以支撑起一套完整的产业链与生态。</p><p>最终，众泰从流量盛宴走进了深度亏损。</p><p>2020年因连续亏损被戴上“*ST”帽子，2021年破产重整，江苏深商以20亿元接盘。2022年“摘帽”<span>复牌</span>一度被视作翻身信号，但不过两年时间，整车产量清零，销量跌剩14辆。</p><p>—02—</p><p>海外订单难救命，资本博弈掩不住基本面崩塌</p><p>2025年，众泰公开承认，公司复工复产依赖于“协调二股东<a href=\"https://laohu8.com/S/601916\">浙商银行</a>解除对重整资金专户的司法冻结”——但半年过去，问题毫无进展。</p><p>复产遥遥无期，订单只能靠“海外续命”来维持信心。公司对外宣称：阿尔及利亚1200台订单订金到账，伊朗三批零部件已完成发运。但现实是，在没有复产能力的前提下，任何订单都是空中楼阁。如果说“技术空心化”是众泰衰退的根源，那么“资金断裂”就是压垮它的最后一根稻草。</p><p>然而，资本市场却在炒概念。2024年7月，众泰股价从1.31元暴涨至3.55元，涨幅接近140%。但这波行情与业绩毫无关系，不过是游资在“低价股+汽车壳”概念中搏傻。这种对“壳资源”的炒作，其实反映的是市场对众泰“实业无望，只剩资本价值”的判断。</p><p>而内部管理的混乱，进一步加剧了这种不信任。2024年，公司营收5.58亿元，同比下降近24%，连续六年累计亏损超286亿元；同年董监高薪酬总额却高达954.91万元，同比暴涨61.45%；董事长年薪近200万元，而整车产量为零；研发人员数量由161人锐减至81人；核心高管频繁离职，“个人原因”成为统一口径。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250624094423586v206gfo7ig9shjr\"/><p>众泰的现状，不仅是技术的失败，更是公司治理与战略定力的溃败。面对数次生死关口，它没有坚定投入未来，而是选择“靠概念炒作活下去”。如今，这种短期行为已失去市场耐心。</p><p>—03—</p><p><a href=\"https://laohu8.com/S/01810\">小米</a>造车的底层逻辑，是众泰到不了的<a href=\"https://laohu8.com/S/02885\">彼岸</a>？</p><p>同样靠模仿保时捷的外观“出圈”，小米汽车为什么能实现交付、破圈、热销？它和众泰的本质区别在哪里？</p><p>核心在于：众泰靠模仿搏短期，小米靠技术押未来。</p><p>首先，小米从一开始就确立了以“智能化”为核心的造车路线，强调软硬一体、数据闭环，2024年SU7上市前就完成智能座舱、辅助驾驶、自研电机、电池等关键环节的整合。</p><p>其次，小米具备稳健的现金流与长期资本耐心。仅2024年，小米在造车领域的投入就超过两百亿元，背后是手机主业稳定的现金流支持。这让它有足够长的研发周期和错误容忍空间。</p><p>最关键的是品牌心智。小米在“性价比+科技体验”上的品牌认知，成功从手机延展到汽车，形成消费心智迁移。而众泰的品牌，始终脱不开“山寨”、“低端”的标签，哪怕后来再做新能源、再换设计，也难以获得消费者真正信任。</p><p>小米造车成功的底层逻辑，正是众泰失败的反面：不是以销量为终点，而是以能力构建为起点；不是在红海中压成本，而是在长期中压技术；不是靠一次爆款出圈，而是靠组织体系支撑产品周期。</p><p>上文</p><p>雷军为何频频“感谢<a href=\"https://laohu8.com/S/00392\">北京</a>”？</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>从“保时泰”到濒临退市，众泰汽车比小米汽车差一个雷军？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ 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#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从“保时泰”到濒临退市，众泰汽车比小米汽车差一个雷军？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-24 09:42 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250624094426a4ba8420&s=b><strong>远见资本局</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>出品｜远见资本局作者｜远见君2025年6月，众泰汽车在一次《2025年6月13日投资者关系活动记录表》中表示，受公司缺乏运营资金影响，截至目前公司整车业务未能复工复产，今年以来无整车生产，将面临退市。这家曾以“高仿神车”风靡市场的车企，如今年销量仅剩14辆，一季度净亏1.03亿元，净资产仅1.31亿元，距离“年末净资产为负”的退市红线仅一步之遥。而就在不到十年前，众泰还是年销33万辆、市值超300...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250624094426a4ba8420&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","BK1523":"武汉本地概念股","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250624094426a4ba8420&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2545042227","content_text":"出品｜远见资本局作者｜远见君2025年6月，众泰汽车在一次《2025年6月13日投资者关系活动记录表》中表示，受公司缺乏运营资金影响，截至目前公司整车业务未能复工复产，今年以来无整车生产，将面临退市。这家曾以“高仿神车”风靡市场的车企，如今年销量仅剩14辆，一季度净亏1.03亿元，净资产仅1.31亿元，距离“年末净资产为负”的退市红线仅一步之遥。而就在不到十年前，众泰还是年销33万辆、市值超300亿的“自主神话”。同样是模仿保时捷的外观出圈，甚至众泰还是中国新能源汽车的鼻祖，众泰和小米之间，差的不只是时间，而是一整套面向未来的能力体系。—01—“拿来主义”失灵，众泰的模仿逻辑走到了尽头众泰汽车，全称众泰汽车股份有限公司。前身为永康市长城五金机械厂，2003年，成立众泰控股集团有限公司。那时众泰还只是一家从事零部件的生产研发的公司，一年后买下台湾的丰田特锐生产线，才开始正式涉足汽车制造而众泰汽车的崛起堪称国产车“山寨”巅峰。从众泰T600（对标奥迪Q5）、众泰Z700（影射奥迪A6L），到2016年爆红的“保时泰”SR9，几乎每一款爆款车型的核心卖点只有两个字：像和便宜。尤其是2019年的众泰SR9，一款与保时捷Macan“像素级复刻”的SUV，上市三天订单破两万，直接把众泰推上了年度销量33万辆、借壳上市的高光时刻。彼时的众泰，几乎成了三四线消费者心中“圆梦豪车”的代表。资本市场也给予了极大溢价——借壳上市时估值达116亿元，巅峰市值一度超过300亿元。2017年众泰汽车销量为31.7万辆，连续两年销量突破30万辆，在中国本土车企销量排行榜上位列第八。但所有的繁荣，都是建立在“外观模仿+低价策略”的基础上。当行业转向高质量发展，众泰的护城河开始瓦解。首先是技术瓶颈。发动机漏油、变速箱迟滞等“老毛病”频频出现；国六排放实施后，合规车型几乎为零；新能源浪潮来临时，研发几乎停摆——2024年全年研发支出仅570万元，同比下滑近九成。其次是市场环境的剧变。消费者从“买车壳”转向“比性能、看智能”，而众泰始终未能完成产品结构和品牌心智的跃迁。模仿的路线，终究难以支撑起一套完整的产业链与生态。最终，众泰从流量盛宴走进了深度亏损。2020年因连续亏损被戴上“*ST”帽子，2021年破产重整，江苏深商以20亿元接盘。2022年“摘帽”复牌一度被视作翻身信号，但不过两年时间，整车产量清零，销量跌剩14辆。—02—海外订单难救命，资本博弈掩不住基本面崩塌2025年，众泰公开承认，公司复工复产依赖于“协调二股东浙商银行解除对重整资金专户的司法冻结”——但半年过去，问题毫无进展。复产遥遥无期，订单只能靠“海外续命”来维持信心。公司对外宣称：阿尔及利亚1200台订单订金到账，伊朗三批零部件已完成发运。但现实是，在没有复产能力的前提下，任何订单都是空中楼阁。如果说“技术空心化”是众泰衰退的根源，那么“资金断裂”就是压垮它的最后一根稻草。然而，资本市场却在炒概念。2024年7月，众泰股价从1.31元暴涨至3.55元，涨幅接近140%。但这波行情与业绩毫无关系，不过是游资在“低价股+汽车壳”概念中搏傻。这种对“壳资源”的炒作，其实反映的是市场对众泰“实业无望，只剩资本价值”的判断。而内部管理的混乱，进一步加剧了这种不信任。2024年，公司营收5.58亿元，同比下降近24%，连续六年累计亏损超286亿元；同年董监高薪酬总额却高达954.91万元，同比暴涨61.45%；董事长年薪近200万元，而整车产量为零；研发人员数量由161人锐减至81人；核心高管频繁离职，“个人原因”成为统一口径。众泰的现状，不仅是技术的失败，更是公司治理与战略定力的溃败。面对数次生死关口，它没有坚定投入未来，而是选择“靠概念炒作活下去”。如今，这种短期行为已失去市场耐心。—03—小米造车的底层逻辑，是众泰到不了的彼岸？同样靠模仿保时捷的外观“出圈”，小米汽车为什么能实现交付、破圈、热销？它和众泰的本质区别在哪里？核心在于：众泰靠模仿搏短期，小米靠技术押未来。首先，小米从一开始就确立了以“智能化”为核心的造车路线，强调软硬一体、数据闭环，2024年SU7上市前就完成智能座舱、辅助驾驶、自研电机、电池等关键环节的整合。其次，小米具备稳健的现金流与长期资本耐心。仅2024年，小米在造车领域的投入就超过两百亿元，背后是手机主业稳定的现金流支持。这让它有足够长的研发周期和错误容忍空间。最关键的是品牌心智。小米在“性价比+科技体验”上的品牌认知，成功从手机延展到汽车，形成消费心智迁移。而众泰的品牌，始终脱不开“山寨”、“低端”的标签，哪怕后来再做新能源、再换设计，也难以获得消费者真正信任。小米造车成功的底层逻辑，正是众泰失败的反面：不是以销量为终点，而是以能力构建为起点；不是在红海中压成本，而是在长期中压技术；不是靠一次爆款出圈，而是靠组织体系支撑产品周期。上文雷军为何频频“感谢北京”？","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1,"MIUmain":0.6,"HXXD.SI":0.6,"XIACY":0.6}},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442987843150712,"gmtCreate":1749174131919,"gmtModify":1749175017209,"author":{"id":"3499471570391329","authorId":"3499471570391329","name":"黄雀伺蝉","avatar":"https://static.tigerbbs.com/b53b2fdb6c238d51690020496755a0e1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499471570391329","authorIdStr":"3499471570391329"},"themes":[],"htmlText":"过不了几天，，特&马又开始上演和好戏码，，赚钱真容易<a 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ETF(NVD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425309658042640","isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":407384198341280,"gmtCreate":1740477487561,"gmtModify":1740477489463,"author":{"id":"3499471570391329","authorId":"3499471570391329","name":"黄雀伺蝉","avatar":"https://static.tigerbbs.com/b53b2fdb6c238d51690020496755a0e1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499471570391329","authorIdStr":"3499471570391329"},"themes":[],"htmlText":"莫名其妙，财报这么好，盘前跌8%，日久见","listText":"莫名其妙，财报这么好，盘前跌8%，日久见","text":"莫名其妙，财报这么好，盘前跌8%，日久见","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/407384198341280","repostId":"1140699248","repostType":2,"repost":{"id":"1140699248","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":1740441077,"share":"https://www.laohu8.com/m/news/1140699248?lang=&edition=full","pubTime":"2025-02-25 07:51","market":"hk","language":"zh","title":"携程第四季度营收和每股收益均超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1140699248","media":"老虎资讯综合","summary":" $携程网(TCOM)$ 第四季度，营收127.7亿元人民币，同比增长24%，预估123.3亿元人民币。第四季度业绩营收127.7亿元人民币，同比+24%，预估123.3亿元人民币（彭博综合预期）住宿预订收入51.8亿元人民币，同比+33%，预估50.5亿元人民币交通票务收入47.8亿元人民币，同比+16%，预估46.7亿元人民币其他收入12.4亿元人民币，同比+25%，预估12.1亿元人民币调整后每ADS收益4.35元人民币，预估4.20元人民币毛利101.0亿元人民币，同比+22%，预估99.4亿元人民币","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/TCOM\">携程网</a> 第四季度，营收127.7亿元人民币，同比增长24%，预估123.3亿元人民币。</p><p><strong>第四季度业绩</strong></p><ul style=\"\"><li><p>营收127.7亿元人民币，同比+24%，预估123.3亿元人民币（彭博综合预期）</p></li><li><p>住宿预订收入51.8亿元人民币，同比+33%，预估50.5亿元人民币</p></li><li><p>交通票务收入47.8亿元人民币，同比+16%，预估46.7亿元人民币</p></li><li><p>其他收入12.4亿元人民币，同比+25%，预估12.1亿元人民币</p></li><li><p>调整后每ADS收益4.35元人民币，预估4.20元人民币</p></li><li><p>毛利101.0亿元人民币，同比+22%，预估99.4亿元人民币</p></li></ul></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>携程第四季度营收和每股收益均超预期</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; 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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携程第四季度营收和每股收益均超预期\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\">2025-02-25 07:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/TCOM\">携程网</a> 第四季度，营收127.7亿元人民币，同比增长24%，预估123.3亿元人民币。</p><p><strong>第四季度业绩</strong></p><ul style=\"\"><li><p>营收127.7亿元人民币，同比+24%，预估123.3亿元人民币（彭博综合预期）</p></li><li><p>住宿预订收入51.8亿元人民币，同比+33%，预估50.5亿元人民币</p></li><li><p>交通票务收入47.8亿元人民币，同比+16%，预估46.7亿元人民币</p></li><li><p>其他收入12.4亿元人民币，同比+25%，预估12.1亿元人民币</p></li><li><p>调整后每ADS收益4.35元人民币，预估4.20元人民币</p></li><li><p>毛利101.0亿元人民币，同比+22%，预估99.4亿元人民币</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1da50c4560325761eecdc4362108a54c","relate_stocks":{"09961":"携程集团-S","TCOM":"携程网"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140699248","content_text":"携程网 第四季度，营收127.7亿元人民币，同比增长24%，预估123.3亿元人民币。第四季度业绩营收127.7亿元人民币，同比+24%，预估123.3亿元人民币（彭博综合预期）住宿预订收入51.8亿元人民币，同比+33%，预估50.5亿元人民币交通票务收入47.8亿元人民币，同比+16%，预估46.7亿元人民币其他收入12.4亿元人民币，同比+25%，预估12.1亿元人民币调整后每ADS收益4.35元人民币，预估4.20元人民币毛利101.0亿元人民币，同比+22%，预估99.4亿元人民币","news_type":1,"symbols_score_info":{"09961":1.1,"TCOM":1.1}},"isVote":1,"tweetType":1,"viewCount":1332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343151216074976,"gmtCreate":1724795600357,"gmtModify":1724795602065,"author":{"id":"3499471570391329","authorId":"3499471570391329","name":"黄雀伺蝉","avatar":"https://static.tigerbbs.com/b53b2fdb6c238d51690020496755a0e1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499471570391329","authorIdStr":"3499471570391329"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a><v-v data-views=\"1\"></v-v> 不知道什么时候可以哄好，现在在气头上","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a><v-v 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