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xxclzzzz
xxclzzzz
·
05-26
还真有信的,小编是为绩效凑数写的稿子吧。。。。。。
蔚小理三年内团灭?这绝非危言耸听
近日某专家一句“蔚小理三年内团灭”,如惊雷劈开行业的虚假繁荣。自从2018年上市以来,蔚来汽车年年亏损。蔚小理三家新势力之中,理想是表现最好的一个。朱西产团灭言论或许过于悲观,但绝非危言耸听。
蔚小理三年内团灭?这绝非危言耸听
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xxclzzzz
xxclzzzz
·
2024-12-28
干得好,早该弄了!
涉及恶意曲解经营状况等 蔚来对一批违法侵权账号提起诉讼
12月28日,蔚来法务部发布消息称,“SuperWade”“宝利捷新能源”“灯叔有车讲”“金角财经”“Tech大锋车”等部分网络账号编造不实信息、恶意曲解公司经营状况、造谣蔚来账期等不实信息;“2018护甲神龙”“一不小心走丢了走丢了”等账号在与蔚来相关的内容下持续发布极具误导性的内容和图片,持续攻击蔚来、贬损和侮辱蔚来品牌和蔚来用户。
涉及恶意曲解经营状况等 蔚来对一批违法侵权账号提起诉讼
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xxclzzzz
xxclzzzz
·
2024-09-12
这是ai写的吧
异动解读 | 蔚来股价大跌5.18%,背后原因值得关注
9月12日,蔚来在纽交所股价大跌5.18%,引发市场广泛关注。虽然没有直接的重大利空新闻公布,但一篇分析蔚来现状和前景的深度报道或许能部分解释这一行情。今年上半年蔚来亏损超过100亿元,尽管二季度营收环比大增76.1%,但费用投入几乎与营收增量抵消,离实现盈利仍有一定距离。但相关机构研报质疑,即使蔚来明年销量增至34万辆,仍难以扭亏为盈。蔚来的换电业务虽具先发优势,但目前使用率较低,难以盈利。
异动解读 | 蔚来股价大跌5.18%,背后原因值得关注
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xxclzzzz
xxclzzzz
·
2024-06-18
不可能为了营收,肯定宣传作用。
特饮48元一杯,蔚来开始做起外卖生意
蓝鲸新闻6月18日讯 蔚来又跨界了,这回做起咖啡外卖生意。蔚来特饮相比咖啡价格会高一些,最贵一杯卖到48元。对于蔚来上线咖啡外卖的用意,是为了宣传品牌还是创收?蓝鲸新闻也采访了蔚来方面,截至发稿前暂未获回应。据蔚来2024年一季度财报显示,蔚来一季度营收99.1亿元,同比下滑7.2%,环比下滑42.1%。从其主营造车业务来看,蔚来二季度销量出现回暖趋势。蔚来在财报中提到,截至2024年5月31日,该公司累计车辆交付量已达到515811辆。
特饮48元一杯,蔚来开始做起外卖生意
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xxclzzzz
xxclzzzz
·
2024-05-21
都是老油条
非常抱歉,此主贴已删除
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xxclzzzz
xxclzzzz
·
2024-05-07
持有到25或者26年,到时根据情况看。
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xxclzzzz
xxclzzzz
·
2024-04-24
挺好的,别老端着
小米汽车目标全年交付超10万辆 蔚来小鹏华为花式补贴“截胡”小米车主
小米汽车遭到多家汽车厂商联手“截胡”?4月23日,澎湃新闻致电华为、蔚来、理想、小鹏等多家汽车线下门店发现,多家厂商推出了针对小米SU7的定金补贴,只要小米SU7的大定车主(已付5000元定金)购买其他汽车品牌,将对其损失的定金提供全额或一定程度的补贴。
小米汽车目标全年交付超10万辆 蔚来小鹏华为花式补贴“截胡”小米车主
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xxclzzzz
xxclzzzz
·
2024-04-04
你懂个p
非常抱歉,此主贴已删除
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xxclzzzz
xxclzzzz
·
2024-03-21
长期看好蔚来,短期不行
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xxclzzzz
xxclzzzz
·
2024-03-21
蔚来11的本,很多,不知道什么时候解套 [开心]
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src=\"https://fid-75186.picgzc.qpic.cn/20250526023255907v163gohbebu8dx6\"/><p>我们认为,朱教授的言论,在逻辑上大体是没有问题。维持车企生命力的前提,就是自我造血。</p><p>在烧完融资而来的钱之前,车企必须要多卖车,实现一定规模化,从而获得自我造血能力并进入良性循环中。</p><p>只是以200万辆来做生死线就有点武断了,这需要根据企业自身产品定位和经营规模来确定。</p><p>企业好比多元生命体,产品定位或高端引领、或平价亲民,经营模式或轻盈灵活、或重<span>资产</span>负重,决定了它们有着千差万别的“生存密码”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250526023303074v163a2y7p7pk1tk\"/><p><strong>2. <a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>千亿亏损困境</strong></p><p>蔚小理三家之中,让外界最担忧其未来的就是蔚来了。</p><p>自从2018年上市以来,蔚来汽车年年亏损。蔚来港股数据显示,2018年至2024年归母<span>净利润</span>亏损额,分别为233.3亿、114.1亿、56.11亿、105.7亿、145.6亿、211.5亿、226.6亿。</p><p>简单计算可知,蔚来过去七年合计巨亏1092.91亿。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250526023304527v163nmo0j10hdfq\"/><p>持续巨额亏损,就像黑洞一样,不断吞噬着企业的资金,若不能及时止血,后果不堪设想。上一个亏损超千亿的<a href=\"https://laohu8.com/S/00708\">恒大汽车</a>,早已暴雷倒闭了。</p><p>围绕着蔚来,有很多争议。</p><p>首先,换电属于重资产模式,换电站建设和运营,需要耗费巨额资金。蔚来犹如背负着沉重包袱在身,前行的每一步都气喘吁吁。</p><p>其次,蔚来品牌尚未在群雄逐鹿的市场稳坐头部宝座,却又急匆匆孵化出乐道、萤火虫两个子品牌,导致本就孱弱的资源进一步分散,销量均不及预期。除了汽车,蔚来甚至还在造手机。</p><p>蔚来就像一个看似辛苦的园丁,开垦了许多个花园,可惜从未去深耕。蔚来的未来,让人担忧。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250526023305660v163l95d436mw5j\"/><p><strong>3. 小鹏理想也不好过</strong></p><p>对于蔚小理团灭论,何小鹏表示:“逻辑上我认。”事实上,前两年<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>一度濒临绝境,就像住进了ICU。</p><p>在王凤英的帮助下,何小鹏好不容易带领小鹏汽车度过危险期。不过他也坦承小鹏还远远没有走出生死存亡期,依旧坐在ICU的门口。</p><p>就像一个从 ICU 里刚爬出来的病人,虽然暂时脱离了生命危险,但身体依然虚弱。小鹏目前还处于亏损状态,这就像体内的顽疾,若不能彻底治愈,长期下去身体终将被拖垮。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250526023306842v1630q6yteofxza\"/><p>蔚小理三家新势力之中,理想是表现最好的一个。</p><p>扛起增程式技术大旗,依靠中大型SUV产品,理想在中高端新能源市场,吃尽了“奶爸车”的市场红利,去年净利润超80亿元。</p><p>但进入2025年,理想便丧失了新势销冠宝座,4月份甚至滑落至第三。一方面,理想MEGA失利,导致其纯电车型战略受阻。</p><p>另一方面,理想太过依靠中大型SUV产品,就像一个人只吃一种食物,时间长了也会营养不良。中大型SUV 领域已经变成了一片红海,众多车企纷纷涌入,竞争异常激烈,理想承受的竞争压力越来越大。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250526023309021v163iybkpzf5yu6\"/><p>蔚小理的未来,就像一场充满变数的棋局,每一步都至关重要。</p><p>蔚来在亏损、换电和品牌迷雾中摸索,小鹏在康复的道路上艰难前行,理想在红海的压力下奋力突围。</p><p>朱西产团灭言论或许过于悲观,但绝非危言耸听。行业浪潮滚滚向前,适者生存、优胜劣汰的铁律冷酷无情。</p><p>蔚小理的生死棋局,既是商业规律的残酷审判,也是中<a href=\"https://laohu8.com/S/600617\">国新能源</a>赛道从野蛮生长到理性淘汰的必经之路。</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>蔚小理三年内团灭?这绝非危言耸听</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蔚小理三年内团灭?这绝非危言耸听\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-25 23:33 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250526023310a6ec90ff&s=b><strong>电动1家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新能源汽车战场上,硝烟从未停歇。近日某专家一句“蔚小理三年内团灭”,如惊雷劈开行业的虚假繁荣。有人拍案叫绝,称这是“新势力照妖镜”;也有人嗤之以鼻,认为这是杞人忧天。事实上,这绝非危言耸听。1. 蔚小理三年内团灭日前,同济大学汽车学院朱西产教授,抛出“蔚小理三年内团灭”的论断,在汽车圈炸开了锅。朱西产直言:“未来三年,蔚来、小鹏、理想独立生存概率为零,必须尽快启动兼并重组。”在他看来,车企活下去的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250526023310a6ec90ff&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4509":"腾讯概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","09866":"蔚来-SW","BK4588":"碎股","BK4526":"热门中概股","BK4551":"寇图资本持仓","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","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc 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蔚来千亿亏损困境蔚小理三家之中,让外界最担忧其未来的就是蔚来了。自从2018年上市以来,蔚来汽车年年亏损。蔚来港股数据显示,2018年至2024年归母净利润亏损额,分别为233.3亿、114.1亿、56.11亿、105.7亿、145.6亿、211.5亿、226.6亿。简单计算可知,蔚来过去七年合计巨亏1092.91亿。持续巨额亏损,就像黑洞一样,不断吞噬着企业的资金,若不能及时止血,后果不堪设想。上一个亏损超千亿的恒大汽车,早已暴雷倒闭了。围绕着蔚来,有很多争议。首先,换电属于重资产模式,换电站建设和运营,需要耗费巨额资金。蔚来犹如背负着沉重包袱在身,前行的每一步都气喘吁吁。其次,蔚来品牌尚未在群雄逐鹿的市场稳坐头部宝座,却又急匆匆孵化出乐道、萤火虫两个子品牌,导致本就孱弱的资源进一步分散,销量均不及预期。除了汽车,蔚来甚至还在造手机。蔚来就像一个看似辛苦的园丁,开垦了许多个花园,可惜从未去深耕。蔚来的未来,让人担忧。3. 小鹏理想也不好过对于蔚小理团灭论,何小鹏表示:“逻辑上我认。”事实上,前两年小鹏汽车一度濒临绝境,就像住进了ICU。在王凤英的帮助下,何小鹏好不容易带领小鹏汽车度过危险期。不过他也坦承小鹏还远远没有走出生死存亡期,依旧坐在ICU的门口。就像一个从 ICU 里刚爬出来的病人,虽然暂时脱离了生命危险,但身体依然虚弱。小鹏目前还处于亏损状态,这就像体内的顽疾,若不能彻底治愈,长期下去身体终将被拖垮。蔚小理三家新势力之中,理想是表现最好的一个。扛起增程式技术大旗,依靠中大型SUV产品,理想在中高端新能源市场,吃尽了“奶爸车”的市场红利,去年净利润超80亿元。但进入2025年,理想便丧失了新势销冠宝座,4月份甚至滑落至第三。一方面,理想MEGA失利,导致其纯电车型战略受阻。另一方面,理想太过依靠中大型SUV产品,就像一个人只吃一种食物,时间长了也会营养不良。中大型SUV 领域已经变成了一片红海,众多车企纷纷涌入,竞争异常激烈,理想承受的竞争压力越来越大。蔚小理的未来,就像一场充满变数的棋局,每一步都至关重要。蔚来在亏损、换电和品牌迷雾中摸索,小鹏在康复的道路上艰难前行,理想在红海的压力下奋力突围。朱西产团灭言论或许过于悲观,但绝非危言耸听。行业浪潮滚滚向前,适者生存、优胜劣汰的铁律冷酷无情。蔚小理的生死棋局,既是商业规律的残酷审判,也是中国新能源赛道从野蛮生长到理性淘汰的必经之路。","news_type":1,"symbols_score_info":{"09866":0.6,"EVS.SI":0.6,"NIO":0.9,"NIO.SI":0.6,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386478366744984,"gmtCreate":1735382748261,"gmtModify":1735382750406,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3541415169882922","authorIdStr":"3541415169882922"},"themes":[],"htmlText":"干得好,早该弄了!","listText":"干得好,早该弄了!","text":"干得好,早该弄了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386478366744984","repostId":"2494939203","repostType":2,"repost":{"id":"2494939203","kind":"news","pubTimestamp":1735375860,"share":"https://www.laohu8.com/m/news/2494939203?lang=&edition=full","pubTime":"2024-12-28 16:51","market":"hk","language":"zh","title":"涉及恶意曲解经营状况等 蔚来对一批违法侵权账号提起诉讼","url":"https://stock-news.laohu8.com/highlight/detail?id=2494939203","media":"北京商报","summary":"12月28日,蔚来法务部发布消息称,“SuperWade”“宝利捷新能源”“灯叔有车讲”“金角财经”“Tech大锋车”等部分网络账号编造不实信息、恶意曲解公司经营状况、造谣蔚来账期等不实信息;“2018护甲神龙”“一不小心走丢了走丢了”等账号在与蔚来相关的内容下持续发布极具误导性的内容和图片,持续攻击蔚来、贬损和侮辱蔚来品牌和蔚来用户。","content":"<div>\n<p>12月28日,蔚来法务部发布消息称,“Super Wade”“宝利捷新能源”“灯叔有车讲”“金角财经”“Tech大锋车”等部分网络账号编造不实信息、恶意曲解公司经营状况、造谣蔚来账期等不实信息;“2018护甲神龙”“一不小心走丢了走丢了”等账号在与蔚来相关的内容下持续发布极具误导性的内容和图片,持续攻击蔚来、贬损和侮辱蔚来品牌和蔚来用户。 蔚来法务部方面表示,就上述行为,蔚来均已固定证据,并已对...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202412283281804420.html\">Web Link</a>\n\n</div>\n","source":"stock_eastmoney","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>涉及恶意曲解经营状况等 蔚来对一批违法侵权账号提起诉讼</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{ 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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涉及恶意曲解经营状况等 蔚来对一批违法侵权账号提起诉讼\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-28 16:51 北京时间 <a href=http://finance.eastmoney.com/a/202412283281804420.html><strong>北京商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月28日,蔚来法务部发布消息称,“Super Wade”“宝利捷新能源”“灯叔有车讲”“金角财经”“Tech大锋车”等部分网络账号编造不实信息、恶意曲解公司经营状况、造谣蔚来账期等不实信息;“2018护甲神龙”“一不小心走丢了走丢了”等账号在与蔚来相关的内容下持续发布极具误导性的内容和图片,持续攻击蔚来、贬损和侮辱蔚来品牌和蔚来用户。 蔚来法务部方面表示,就上述行为,蔚来均已固定证据,并已对...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202412283281804420.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4526":"热门中概股","BK4588":"碎股","BK1119":"汽车制造商","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","09866":"蔚来-SW","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4548":"巴美列捷福持仓","BK1588":"回港中概股","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","NIO":"蔚来","BK4532":"文艺复兴科技持仓","NIO.SI":"蔚来","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK4509":"腾讯概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC"},"source_url":"http://finance.eastmoney.com/a/202412283281804420.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2494939203","content_text":"12月28日,蔚来法务部发布消息称,“Super Wade”“宝利捷新能源”“灯叔有车讲”“金角财经”“Tech大锋车”等部分网络账号编造不实信息、恶意曲解公司经营状况、造谣蔚来账期等不实信息;“2018护甲神龙”“一不小心走丢了走丢了”等账号在与蔚来相关的内容下持续发布极具误导性的内容和图片,持续攻击蔚来、贬损和侮辱蔚来品牌和蔚来用户。 蔚来法务部方面表示,就上述行为,蔚来均已固定证据,并已对包括上述账号在内的一批账号在多地法院提起诉讼。(文章来源:北京商报)","news_type":1,"symbols_score_info":{"09866":1,"EVS.SI":0.6,"NIO":1,"NIO.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348634510065960,"gmtCreate":1726156444771,"gmtModify":1726156446490,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3541415169882922","authorIdStr":"3541415169882922"},"themes":[],"htmlText":"这是ai写的吧","listText":"这是ai写的吧","text":"这是ai写的吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348634510065960","repostId":"1121768018","repostType":2,"repost":{"id":"1121768018","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1726148670,"share":"https://www.laohu8.com/m/news/1121768018?lang=&edition=full","pubTime":"2024-09-12 21:44","market":"us","language":"zh","title":"异动解读 | 蔚来股价大跌5.18%,背后原因值得关注","url":"https://stock-news.laohu8.com/highlight/detail?id=1121768018","media":"异动解读","summary":"9月12日,蔚来在纽交所股价大跌5.18%,引发市场广泛关注。虽然没有直接的重大利空新闻公布,但一篇分析蔚来现状和前景的深度报道或许能部分解释这一行情。今年上半年蔚来亏损超过100亿元,尽管二季度营收环比大增76.1%,但费用投入几乎与营收增量抵消,离实现盈利仍有一定距离。但相关机构研报质疑,即使蔚来明年销量增至34万辆,仍难以扭亏为盈。蔚来的换电业务虽具先发优势,但目前使用率较低,难以盈利。","content":"<p>9月12日,蔚来在纽交所股价大跌5.18%,引发市场广泛关注。虽然没有直接的重大利空新闻公布,但一篇分析蔚来现状和前景的深度报道或许能部分解释这一行情。</p>\n\n<p>报道指出,过去十年蔚来一路走来跌宕起伏,曾一度市值突破1000亿美元,但近年来持续亏损的状况并未好转。今年上半年蔚来亏损超过100亿元,尽管二季度营收环比大增76.1%,但费用投入几乎与营收增量抵消,离实现盈利仍有一定距离。</p>\n\n<p>不过,蔚来也在积极寻求出路。通过推出21.99万元起售的乐道品牌以及明年将推出更便宜的萤火虫品牌,蔚来有望覆盖更广泛的市场层次。但相关机构研报质疑,即使蔚来明年销量增至34万辆,仍难以扭亏为盈。蔚来的换电业务虽具先发优势,但目前使用率较低,难以盈利。</p>","source":"ai_movement_cn","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>异动解读 | 蔚来股价大跌5.18%,背后原因值得关注</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; 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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异动解读 | 蔚来股价大跌5.18%,背后原因值得关注\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-09-12 21:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月12日,蔚来在纽交所股价大跌5.18%,引发市场广泛关注。虽然没有直接的重大利空新闻公布,但一篇分析蔚来现状和前景的深度报道或许能部分解释这一行情。</p>\n\n<p>报道指出,过去十年蔚来一路走来跌宕起伏,曾一度市值突破1000亿美元,但近年来持续亏损的状况并未好转。今年上半年蔚来亏损超过100亿元,尽管二季度营收环比大增76.1%,但费用投入几乎与营收增量抵消,离实现盈利仍有一定距离。</p>\n\n<p>不过,蔚来也在积极寻求出路。通过推出21.99万元起售的乐道品牌以及明年将推出更便宜的萤火虫品牌,蔚来有望覆盖更广泛的市场层次。但相关机构研报质疑,即使蔚来明年销量增至34万辆,仍难以扭亏为盈。蔚来的换电业务虽具先发优势,但目前使用率较低,难以盈利。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121768018","content_text":"9月12日,蔚来在纽交所股价大跌5.18%,引发市场广泛关注。虽然没有直接的重大利空新闻公布,但一篇分析蔚来现状和前景的深度报道或许能部分解释这一行情。\n报道指出,过去十年蔚来一路走来跌宕起伏,曾一度市值突破1000亿美元,但近年来持续亏损的状况并未好转。今年上半年蔚来亏损超过100亿元,尽管二季度营收环比大增76.1%,但费用投入几乎与营收增量抵消,离实现盈利仍有一定距离。\n不过,蔚来也在积极寻求出路。通过推出21.99万元起售的乐道品牌以及明年将推出更便宜的萤火虫品牌,蔚来有望覆盖更广泛的市场层次。但相关机构研报质疑,即使蔚来明年销量增至34万辆,仍难以扭亏为盈。蔚来的换电业务虽具先发优势,但目前使用率较低,难以盈利。","news_type":1,"symbols_score_info":{"NIO":1}},"isVote":1,"tweetType":1,"viewCount":1761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318143741108416,"gmtCreate":1718710354664,"gmtModify":1718710356483,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3541415169882922","authorIdStr":"3541415169882922"},"themes":[],"htmlText":"不可能为了营收,肯定宣传作用。","listText":"不可能为了营收,肯定宣传作用。","text":"不可能为了营收,肯定宣传作用。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318143741108416","repostId":"2444912237","repostType":2,"repost":{"id":"2444912237","kind":"news","pubTimestamp":1718683296,"share":"https://www.laohu8.com/m/news/2444912237?lang=&edition=full","pubTime":"2024-06-18 12:01","market":"hk","language":"zh","title":"特饮48元一杯,蔚来开始做起外卖生意","url":"https://stock-news.laohu8.com/highlight/detail?id=2444912237","media":"蓝鲸财经","summary":"蓝鲸新闻6月18日讯 蔚来又跨界了,这回做起咖啡外卖生意。蔚来特饮相比咖啡价格会高一些,最贵一杯卖到48元。对于蔚来上线咖啡外卖的用意,是为了宣传品牌还是创收?蓝鲸新闻也采访了蔚来方面,截至发稿前暂未获回应。据蔚来2024年一季度财报显示,蔚来一季度营收99.1亿元,同比下滑7.2%,环比下滑42.1%。从其主营造车业务来看,蔚来二季度销量出现回暖趋势。蔚来在财报中提到,截至2024年5月31日,该公司累计车辆交付量已达到515811辆。","content":"<html><body><p><span><span><strong>蓝鲸新闻6月18日讯(记者 李卓玲) </strong><a href=\"https://laohu8.com/S/NIO\">蔚来</a>又跨界了,这回做起咖啡外卖生意。</span></span></p><p><span><span>6月18日,蓝鲸新闻留意到,上海多家<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>中心在外卖平台上开卖咖啡、特饮、儿童饮品,价格在18元-48元不等,部分门店已显示月售量。</span></span></p><p><span><span>其中,咖啡售价在28元-36元不等,价格与<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>相当。以美式为例,蔚来的美式未显示大小规格,一杯标价28元,而星巴克一杯中杯美式标价为27元。</span></span></p><p><span><span>蔚来特饮相比咖啡价格会高一些,最贵一杯卖到48元。但不同门店的特饮不同,有的门店最贵的饮品为西柚苏打,有的为“星罗万象”,有的为“南风里”。以“南风里”为例,据外卖平台显示,这杯卖到48元的特饮以樱花抹茶味为主打,樱花玫瑰风味做基底,再倒入酸奶与牛奶融合的奶昔。</span></span></p><div><img src=\"https://img.lanjinger.com/news/20240618/120137_tsjagcfnunvyk.jpeg\" title=\"蔚来外卖.jpg\"/></div><p __altered=\"false\" __hash=\"undefined\" __ownerid=\"undefined\" _root=\"undefined\" size=\"0\"><span><span>图片来源:外卖平台截图</span></span></p><p><span><span>蓝鲸新闻从蔚来内部人士处获悉,蔚来从6月17日起已在上海上线了10家NIO Café到外卖平台,上线门店包括上海兴业太古汇、上海万象城、上海中心大厦等。对于后续会否上线广州等其他地方,其称还不清楚。</span></span></p><p><span><span>对于蔚来上线咖啡外卖的用意,是为了宣传品牌还是创收?蓝鲸新闻也采访了蔚来方面,截至发稿前暂未获回应。</span></span></p><p><span><span>若是为了创收,目前咖啡赛道竞争正在加剧,后来者蔚来要突围并非易事。今年以来,受多家咖啡品牌“9.9元促销”的影响,作为全球连锁咖啡的头部品牌、曾公开表示不参与咖啡“价格战”的星巴克,也被发现原本30-40元/杯咖啡在悄悄降价。</span></span></p><p><span><span>据悉,星巴克为了应对市场激烈竞争,开始推出各种优惠券活动,如“满60元减10元”“满50元立减6元”等,品牌虽然没有降低售价,但一杯咖啡的实际消费价格已被拉低至20元左右。</span></span></p><p><span><span>此外,瑞幸、库迪等品牌也在加速扩张。2023年,瑞幸营收首次超过了星巴克中国,成为了中国市场最大的咖啡连锁品牌,同时净新开门店8034家。库迪则在一年内实现了超6000家门店的规模,2023年4-6月每月都能新增近千家门店。</span></span></p><p><span><span>值得关注的是,这并非蔚来首度跨界,此前其已进军如手机等领域。去年9月,蔚来 NIO Phone 手机正式发布,共推出了三款机型,售价区间为6499~7499元。</span></span></p><p><span><span>蔚来CEO李斌今年曾在公开采访中谈及手机业务时表示,蔚来无意与华为、小米等主流厂商竞争主流智能手机市场,而是专注于与蔚来汽车匹配做车手互联体验。“NIO Phone 2代的研发已经完成,发布时间也已经提上日程。”</span></span></p><p><span><span>不过,在业界看来,作为跨界玩家,蔚来盘子铺的越大,也意味着更多的研发、营运成本等支出,这对其财务状况或形成一定挑战。据蔚来2024年一季度财报显示,蔚来一季度营收99.1亿元,同比下滑7.2%,环比下滑42.1%。净亏损达到51.846亿元,环比减亏3.4%。</span></span></p><p><span><span>从其主营造车业务来看,蔚来二季度销量出现回暖趋势。蔚来在财报中提到,截至2024年5月31日,该公司累计车辆交付量已达到515811辆。其中,2024年4月和5月分别交付了15620辆和20544辆汽车,显示出交付量稳步增长的态势。 </span></span></p><p><span><span>“从6月开始,会重点调整产品结构,增加一线高毛利率产品的投放比率,收窄短期促销的政策。整体来说,在保证销量稳步提升的前提下,优化毛利率,是我们下一阶段的重要任务。”李斌在财报电话会中称。</span></span></p></body></html>","source":"lanjinger_stock","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>特饮48元一杯,蔚来开始做起外卖生意</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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.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特饮48元一杯,蔚来开始做起外卖生意\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-18 12:01 北京时间 <a href=https://www.lanjinger.com/d/233738><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>蓝鲸新闻6月18日讯(记者 李卓玲) 蔚来又跨界了,这回做起咖啡外卖生意。6月18日,蓝鲸新闻留意到,上海多家蔚来中心在外卖平台上开卖咖啡、特饮、儿童饮品,价格在18元-48元不等,部分门店已显示月售量。其中,咖啡售价在28元-36元不等,价格与星巴克相当。以美式为例,蔚来的美式未显示大小规格,一杯标价28元,而星巴克一杯中杯美式标价为27元。蔚来特饮相比咖啡价格会高一些,最贵一杯卖到48元。但...</p>\n\n<a href=\"https://www.lanjinger.com/d/233738\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","09866":"蔚来-SW","LU0052750758.USD":"富兰克林中国基金A 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","BK4509":"腾讯概念","BK1588":"回港中概股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","NIO":"蔚来","NIO.SI":"蔚来","BK4588":"碎股","BK1119":"汽车制造商","BK4526":"热门中概股","BK4574":"无人驾驶","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"},"source_url":"https://www.lanjinger.com/d/233738","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2444912237","content_text":"蓝鲸新闻6月18日讯(记者 李卓玲) 蔚来又跨界了,这回做起咖啡外卖生意。6月18日,蓝鲸新闻留意到,上海多家蔚来中心在外卖平台上开卖咖啡、特饮、儿童饮品,价格在18元-48元不等,部分门店已显示月售量。其中,咖啡售价在28元-36元不等,价格与星巴克相当。以美式为例,蔚来的美式未显示大小规格,一杯标价28元,而星巴克一杯中杯美式标价为27元。蔚来特饮相比咖啡价格会高一些,最贵一杯卖到48元。但不同门店的特饮不同,有的门店最贵的饮品为西柚苏打,有的为“星罗万象”,有的为“南风里”。以“南风里”为例,据外卖平台显示,这杯卖到48元的特饮以樱花抹茶味为主打,樱花玫瑰风味做基底,再倒入酸奶与牛奶融合的奶昔。图片来源:外卖平台截图蓝鲸新闻从蔚来内部人士处获悉,蔚来从6月17日起已在上海上线了10家NIO Café到外卖平台,上线门店包括上海兴业太古汇、上海万象城、上海中心大厦等。对于后续会否上线广州等其他地方,其称还不清楚。对于蔚来上线咖啡外卖的用意,是为了宣传品牌还是创收?蓝鲸新闻也采访了蔚来方面,截至发稿前暂未获回应。若是为了创收,目前咖啡赛道竞争正在加剧,后来者蔚来要突围并非易事。今年以来,受多家咖啡品牌“9.9元促销”的影响,作为全球连锁咖啡的头部品牌、曾公开表示不参与咖啡“价格战”的星巴克,也被发现原本30-40元/杯咖啡在悄悄降价。据悉,星巴克为了应对市场激烈竞争,开始推出各种优惠券活动,如“满60元减10元”“满50元立减6元”等,品牌虽然没有降低售价,但一杯咖啡的实际消费价格已被拉低至20元左右。此外,瑞幸、库迪等品牌也在加速扩张。2023年,瑞幸营收首次超过了星巴克中国,成为了中国市场最大的咖啡连锁品牌,同时净新开门店8034家。库迪则在一年内实现了超6000家门店的规模,2023年4-6月每月都能新增近千家门店。值得关注的是,这并非蔚来首度跨界,此前其已进军如手机等领域。去年9月,蔚来 NIO Phone 手机正式发布,共推出了三款机型,售价区间为6499~7499元。蔚来CEO李斌今年曾在公开采访中谈及手机业务时表示,蔚来无意与华为、小米等主流厂商竞争主流智能手机市场,而是专注于与蔚来汽车匹配做车手互联体验。“NIO Phone 2代的研发已经完成,发布时间也已经提上日程。”不过,在业界看来,作为跨界玩家,蔚来盘子铺的越大,也意味着更多的研发、营运成本等支出,这对其财务状况或形成一定挑战。据蔚来2024年一季度财报显示,蔚来一季度营收99.1亿元,同比下滑7.2%,环比下滑42.1%。净亏损达到51.846亿元,环比减亏3.4%。从其主营造车业务来看,蔚来二季度销量出现回暖趋势。蔚来在财报中提到,截至2024年5月31日,该公司累计车辆交付量已达到515811辆。其中,2024年4月和5月分别交付了15620辆和20544辆汽车,显示出交付量稳步增长的态势。 “从6月开始,会重点调整产品结构,增加一线高毛利率产品的投放比率,收窄短期促销的政策。整体来说,在保证销量稳步提升的前提下,优化毛利率,是我们下一阶段的重要任务。”李斌在财报电话会中称。","news_type":1,"symbols_score_info":{"09866":1,"EVS.SI":0.6,"NIO":1,"NIO.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308195302907920,"gmtCreate":1716264975888,"gmtModify":1716264977982,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3541415169882922","authorIdStr":"3541415169882922"},"themes":[],"htmlText":"都是老油条","listText":"都是老油条","text":"都是老油条","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308195302907920","repostId":"2437430763","repostType":2,"isVote":1,"tweetType":1,"viewCount":2018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303333493506360,"gmtCreate":1715076379224,"gmtModify":1715076381221,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3541415169882922","authorIdStr":"3541415169882922"},"themes":[],"htmlText":"持有到25或者26年,到时根据情况看。","listText":"持有到25或者26年,到时根据情况看。","text":"持有到25或者26年,到时根据情况看。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303333493506360","isVote":1,"tweetType":1,"viewCount":2663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298711756849256,"gmtCreate":1713936494730,"gmtModify":1713936496883,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3541415169882922","authorIdStr":"3541415169882922"},"themes":[],"htmlText":"挺好的,别老端着","listText":"挺好的,别老端着","text":"挺好的,别老端着","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298711756849256","repostId":"2429240451","repostType":2,"repost":{"id":"2429240451","kind":"news","pubTimestamp":1713914982,"share":"https://www.laohu8.com/m/news/2429240451?lang=&edition=full","pubTime":"2024-04-24 07:29","market":"hk","language":"zh","title":"小米汽车目标全年交付超10万辆 蔚来小鹏华为花式补贴“截胡”小米车主","url":"https://stock-news.laohu8.com/highlight/detail?id=2429240451","media":"澎湃新闻","summary":"小米汽车遭到多家汽车厂商联手“截胡”?4月23日,澎湃新闻致电华为、蔚来、理想、小鹏等多家汽车线下门店发现,多家厂商推出了针对小米SU7的定金补贴,只要小米SU7的大定车主(已付5000元定金)购买其他汽车品牌,将对其损失的定金提供全额或一定程度的补贴。","content":"<div>\n<p>小米汽车遭到多家汽车厂商联手“截胡”? 4月23日,澎湃新闻致电华为、蔚来、理想、小鹏等多家汽车线下门店发现,多家厂商推出了针对小米SU7的定金补贴,只要小米SU7的大定车主(已付5000元定金)购买其他汽车品牌,将对其损失的定金提供全额或一定程度的补贴。 不过,记者也注意到,大部分汽车厂商不愿意承认是“针对”小米,某品牌销售告诉记者,明面上不会说有这种补贴,但如果有小米的定金截图,就可以汽车...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202404243056788384.html\">Web Link</a>\n\n</div>\n","source":"stock_eastmoney","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>小米汽车目标全年交付超10万辆 蔚来小鹏华为花式补贴“截胡”小米车主</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小米汽车目标全年交付超10万辆 蔚来小鹏华为花式补贴“截胡”小米车主\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-24 07:29 北京时间 <a href=http://finance.eastmoney.com/a/202404243056788384.html><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小米汽车遭到多家汽车厂商联手“截胡”? 4月23日,澎湃新闻致电华为、蔚来、理想、小鹏等多家汽车线下门店发现,多家厂商推出了针对小米SU7的定金补贴,只要小米SU7的大定车主(已付5000元定金)购买其他汽车品牌,将对其损失的定金提供全额或一定程度的补贴。 不过,记者也注意到,大部分汽车厂商不愿意承认是“针对”小米,某品牌销售告诉记者,明面上不会说有这种补贴,但如果有小米的定金截图,就可以汽车...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202404243056788384.html\">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","NIO":"蔚来","BK1502":"双十一","NIO.SI":"蔚来","BK4532":"文艺复兴科技持仓","BK1575":"同股不同权","XIACY":"小米集团ADR","BK1607":"新IT概念","BK4531":"中概回港概念","BK1589":"北水核心资产","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK1539":"汽车股","BK4509":"腾讯概念","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK1588":"回港中概股","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK1506":"5G概念","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","BK4526":"热门中概股","BK4588":"碎股","BK1119":"汽车制造商","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) 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不过,这项补贴并非针对小米,该销售称,目前蔚来对主流汽车竞品都有定金补贴的政策,包括理想、小鹏等。 一家上海小鹏汽车门店销售则告诉记者,目前确实可以申请小米汽车的转订补贴,但要直接补贴定金比较困难,为了弥补损失,可以为客户特别申请积分补贴,可以当成现金使用,用于购买小鹏的相关配置等。记者询问该项补贴是否针对小米时,对方称,“目前确实是小米热度比较高,所以暂时只有小米车主才能申请。” 华为也在“截胡”小米的厂商名单里。近日有传言称,已经支付定金锁单小米SU7的车主若下单购买任意配置的智界S7,在支付完尾款之后都将获得5000元补贴。 对此,澎湃新闻记者采访了多家华为汽车线下销售。上海一家华为门店汽车销售表示,智界S7的确有针对小米汽车订单车主的补贴政策,凭借小米汽车的预订证明截图,可以在智界S7付尾款时减免5000元。 不过,该销售也表示,这项减免活动是在小米汽车推出的时候发布的,目前已经快要结束了。 另一位华为销售称,目前华为旗下另一款汽车“问界”虽然没有对于小米已付定的现金补偿。但针对已经下定小米汽车的顾客,提车后的装潢类项目可以在凭小米下定页面截图,申请优惠价格。如车窗膜、冰甲等项目可减免2000-3000元。 该销售透露,虽不能完全补齐小米定金价格,但可以最大限度的减免优惠,减少消费者损失。另外购买问界还有一项1万元的沪牌现金补贴,也可以一定程度上减少转单顾客的损失,“这并不是官方的补偿方案,而是部分店内可申请的优惠项目。” 该销售还告诉记者:“之前问界M7刚发布的前两周,针对理想有过定金补偿,之后也没有了。就最新发布的问界M5来说,最早是在5月15日提车,在此期间如果官方有定金补偿方案出台,车主也可以享受。” 此外,多家理想汽车上海门店也告诉澎湃新闻记者:“没有针对小米SU7订单车主的补贴。但是最近理想全系降价,理想L7、理想L8、理想L9等全系车型均有降价优惠。” 4月22日,理想汽车官方微博发布消息称,2024款理想L7、理想L8、理想L9及理想MEGA将采用全新的价格体系,新定购用户及已定购未交付的用户均可享受新价格。价目表显示,理想L9全系,以及L8、L7的顶配Ultra版本、中配Max版本均降价2万元;L8、L7的低配Pro版本降价1.8万元;旗舰MPV理想MEGA则降价3万元,起售价为52.98万元。 新能源汽车“价格战”加剧,小米全年交付目标超10万辆 理想汽车内部人士曾向澎湃新闻记者透露,此前降价是公司评估了当下巨大的市场竞争压力,进而决定跟随特斯拉官宣降价。 就在刚刚过去的周末,特斯拉中国宣布全系车型降价1.4万元。Model 3起售价跌至23.19万元,Model Y 起售价则为24.99万元,Model S起售价降至68.49万元,Model X起售价降至72.49万元。 这是特斯拉今年以来的第二次降价,Model 3焕新版累计降价接近3万元。 实际上,在惨烈的车市竞争下,叠加为即将到来的北京车展预热等因素,4月份,降价已经成了车企的“常规操作”。 据光大证券研报不完全统计,进入4月份,已有近40个汽车品牌官宣了优惠、补贴、降价等。 日前,乘联会秘书长崔东树发文指出,2024年第一季度车市降价规模已经超过2023年全年的六成,相当于2022年的降价总规模,影响降价的主要是纯电动和插混等新能源车型;从降价节奏来看,2023年的降价总体相对比较均衡,但2024年的降价在2月份和3月份都达到了超强的程度,“相对于历史来看也是一个惊人的水平”。 多家车企针对小米汽车订单的“撬单”行为反映出新能源车市的激烈竞争,何况小米刚刚开启交付,产能爬坡还需要一段时间。 小米CEO雷军23日在微博发文称,截止4月20日,小米SU7锁单量超过了7万辆,“我们目前正在全力扩充产能,全年交付目标会超过10万辆。原计划标准版、Max 4月底开始交付,提前到4月18日。 ” 对于新能源汽车行业的价格战,雷军在4月23日的投资者大会上评论称,特斯拉对小米来说也是友商,应对竞争最好的方法不仅仅是价格战,更重要的是产品力。 “我觉得小米SU7 是具备全方位产品力的,像防晒、收纳、生态都是独一无二的卖点,对目标客户群有巨大吸引力。未来,我们会集中精力把产品做好,仔细收集每一个用户对这个车的反馈,力争进一步提升,这是我们关注的焦点。提升产品力面向用户把产品做好,我觉得也是更好的竞争策略。”雷军表示,他还提到,预计小米SU7大概毛利率会在5-10%。(文章来源:澎湃新闻)","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1,"09866":1,"09868":1,"EVS.SI":0.6,"NIO":1,"NIO.SI":0.6,"XIACY":0.6,"XPEV":1}},"isVote":1,"tweetType":1,"viewCount":2646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291668987584576,"gmtCreate":1712234193338,"gmtModify":1712234714837,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3541415169882922","authorIdStr":"3541415169882922"},"themes":[],"htmlText":"你懂个p","listText":"你懂个p","text":"你懂个p","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291668987584576","repostId":"2424806789","repostType":2,"isVote":1,"tweetType":1,"viewCount":1919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286414728130616,"gmtCreate":1710953025086,"gmtModify":1710953026868,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3541415169882922","authorIdStr":"3541415169882922"},"themes":[],"htmlText":"长期看好蔚来,短期不行","listText":"长期看好蔚来,短期不行","text":"长期看好蔚来,短期不行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286414728130616","isVote":1,"tweetType":1,"viewCount":2226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286413970911240,"gmtCreate":1710952962993,"gmtModify":1710952964975,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3541415169882922","authorIdStr":"3541415169882922"},"themes":[],"htmlText":"蔚来11的本,很多,不知道什么时候解套 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