个人中心 - 老虎社区

Steven S

IP属地：0

帖子 · 40帖子 · 40
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- Steven SSteven S
  ·05-14
  我开仓了200.0股$MARA Holdings(MARA)$ ,来看看我最新分享的订单！
  778 评论
  1
  分享
  举报
- Steven SSteven S
  ·05-13
  我开仓了200.0股$MARA Holdings(MARA)$ ,买买买
  532 评论
  1
  分享
  举报
- Steven SSteven S
  ·05-08
  我开仓了666.0股$MARA Holdings(MARA)$ ,来看看我最新分享的订单！
  1,056 评论
  1
  分享
  举报
- Steven SSteven S
  ·02-14
  $理想汽车-W(02015)$ 我就看你空头能坚持到什么时候来跌使劲跌跌死我不跌到90以下我都看不起你
  2,409 4
  1
  分享
  举报
- Steven SSteven S
  ·02-05
  什么腊鸡都来发表言论
  新势力销冠的位置，易主了
  造车新势力格局正在发生变化。2月初，车企接连交出了今年的首份战报。在一众新能源汽车品牌中，小鹏汽车成为了最大的黑马。小鹏的快速崛起夺走了理想的新势力销冠位置。不仅如此，乐道汽车在春节前经历了员工购车政策的舆论风波，这一事件损害了品牌声誉。2025是新能源汽车市场竞争尤为关键的一年，也是淘汰窗口收窄，场内选手加速出局的一年。
  新势力销冠的位置，易主了
  771 评论
  2
  分享
  举报

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3548035630775276","uuid":"3548035630775276","gmtCreate":1584941610143,"gmtModify":1679061787946,"name":"Steven S","pinyin":"stevensstevens","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/1ebba660e3b3f9e8b96c282c18a6178e","hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","hatId":"ca_profile_frame_Lm11L6","hatName":"","vip":1,"status":2,"fanSize":52,"headSize":33,"tweetSize":40,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":4,"name":"文化虎","nameTw":"文化虎","represent":"学有所成","factor":"发布30条非转发主帖,其中3条优质帖","iconColor":"8867FB","bgColor":"BDC5FF"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":6,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.05.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.34%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.70%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":6,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.72%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":9,"crmLevelSwitch":1,"location":"0","starInvestorFollowerNum":8,"starInvestorFlag":true,"starInvestorOrderShareNum":37,"subscribeStarInvestorNum":22,"ror":-45.15,"winRationPercentage":43.005181,"showRor":true,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":435043916362400,"gmtCreate":1747231107124,"gmtModify":1748001860660,"author":{"id":"3548035630775276","authorId":"3548035630775276","name":"Steven S","avatar":"https://static.tigerbbs.com/1ebba660e3b3f9e8b96c282c18a6178e","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548035630775276","authorIdStr":"3548035630775276"},"themes":[],"htmlText":"我开仓了200.0股<a href=\"https://laohu8.com/S/MARA\">$MARA Holdings(MARA)$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了200.0股<a href=\"https://laohu8.com/S/MARA\">$MARA Holdings(MARA)$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了200.0股$MARA Holdings(MARA)$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435043916362400","isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434636395008104,"gmtCreate":1747146153346,"gmtModify":1748001860625,"author":{"id":"3548035630775276","authorId":"3548035630775276","name":"Steven S","avatar":"https://static.tigerbbs.com/1ebba660e3b3f9e8b96c282c18a6178e","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548035630775276","authorIdStr":"3548035630775276"},"themes":[],"htmlText":"我开仓了200.0股<a href=\"https://laohu8.com/S/MARA\">$MARA Holdings(MARA)$&nbsp;</a>,买买买","listText":"我开仓了200.0股<a href=\"https://laohu8.com/S/MARA\">$MARA Holdings(MARA)$&nbsp;</a>,买买买","text":"我开仓了200.0股$MARA Holdings(MARA)$ ,买买买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434636395008104","isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432889962549880,"gmtCreate":1746719524374,"gmtModify":1748001860592,"author":{"id":"3548035630775276","authorId":"3548035630775276","name":"Steven S","avatar":"https://static.tigerbbs.com/1ebba660e3b3f9e8b96c282c18a6178e","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548035630775276","authorIdStr":"3548035630775276"},"themes":[],"htmlText":"我开仓了666.0股<a href=\"https://laohu8.com/S/MARA\">$MARA Holdings(MARA)$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了666.0股<a href=\"https://laohu8.com/S/MARA\">$MARA Holdings(MARA)$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了666.0股$MARA Holdings(MARA)$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432889962549880","isVote":1,"tweetType":1,"viewCount":1056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403379231633680,"gmtCreate":1739499362291,"gmtModify":1739522278365,"author":{"id":"3548035630775276","authorId":"3548035630775276","name":"Steven S","avatar":"https://static.tigerbbs.com/1ebba660e3b3f9e8b96c282c18a6178e","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548035630775276","authorIdStr":"3548035630775276"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a> 我就看你空头能坚持到什么时候&nbsp; 来跌使劲跌跌死我&nbsp; &nbsp;不跌到90以下我都看不起你","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a> 我就看你空头能坚持到什么时候&nbsp; 来跌使劲跌跌死我&nbsp; &nbsp;不跌到90以下我都看不起你","text":"$理想汽车-W(02015)$ 我就看你空头能坚持到什么时候 来跌使劲跌跌死我 不跌到90以下我都看不起你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/403379231633680","isVote":1,"tweetType":1,"viewCount":2409,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559257426628744","authorId":"3559257426628744","name":"坚守2025","avatar":"https://static.tigerbbs.com/a2e36665aab88f38a353f597c8995b41","crmLevel":6,"crmLevelSwitch":0,"idStr":"3559257426628744","authorIdStr":"3559257426628744"},"content":"控盘的水平还不如大A那帮机构，一副好牌打得稀烂","text":"控盘的水平还不如大A那帮机构，一副好牌打得稀烂","html":"控盘的水平还不如大A那帮机构，一副好牌打得稀烂"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400306819539336,"gmtCreate":1738757576245,"gmtModify":1738759379260,"author":{"id":"3548035630775276","authorId":"3548035630775276","name":"Steven S","avatar":"https://static.tigerbbs.com/1ebba660e3b3f9e8b96c282c18a6178e","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548035630775276","authorIdStr":"3548035630775276"},"themes":[],"htmlText":"什么腊鸡都来发表言论","listText":"什么腊鸡都来发表言论","text":"什么腊鸡都来发表言论","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400306819539336","repostId":"2508737433","repostType":2,"repost":{"id":"2508737433","kind":"news","pubTimestamp":1738653825,"share":"https://www.laohu8.com/m/news/2508737433?lang=&edition=full","pubTime":"2025-02-04 15:23","market":"us","language":"zh","title":"新势力销冠的位置，易主了","url":"https://stock-news.laohu8.com/highlight/detail?id=2508737433","media":"虎嗅网","summary":"造车新势力格局正在发生变化。2月初，车企接连交出了今年的首份战报。在一众新能源汽车品牌中，小鹏汽车成为了最大的黑马。小鹏的快速崛起夺走了理想的新势力销冠位置。不仅如此，乐道汽车在春节前经历了员工购车政策的舆论风波，这一事件损害了品牌声誉。2025是新能源汽车市场竞争尤为关键的一年，也是淘汰窗口收窄，场内选手加速出局的一年。","content":"<html><body><p>造车新势力格局正在发生变化。</p><p>2月初，车企接连交出了今年的首份战报。尽管1月期间有春节放假因素，但从各家的交付表现来看，多家车企交付出现同比倍增的情况。</p><p><img src=\"https://x0.ifengimg.com/res/2025/36464C846372E56719A762FD015C1A82D287E6A7_size32_w1000_h508.jpg\"/></p><p>在一众新能源汽车品牌中，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>成为了最大的黑马。1 月，小鹏交付量达到 30,350 辆，同比增长 268%，这是小鹏汽车连续第三个月的月度交付量超过 3 万。</p><p>新车 MONA M03 和小鹏 P7 + 功不可没，小鹏 MONA M03 的交付量超过 1.5 万辆，小鹏P7+交付也接近10000辆，上市2个月已累计交付超2万辆。</p><p>可见，小鹏在经历了内部体系变革之后，一系列的渠道改革和产品打法已经出现明显效果。但小鹏目前的主销产品售价整体偏低，在产品走量之后能否带来可观的利润表现还将保持观察。</p><p>小鹏的快速崛起夺走了理想的新势力销冠位置。<a href=\"https://laohu8.com/S/LI\">理想汽车</a> 1 月仅交付 29927 辆，同比减少 4.1%，环比下降 48.9% ，环比减少主要因为理想在去年 12 月推出了促销政策，提前透支了部分销量。</p><p>同样呈现环比下降的车企还有零跑和问界。<a href=\"https://laohu8.com/S/09863\">零跑汽车</a> 1 月交付 25170 辆，问界汽车 1 月销量跌至 21900 辆，创下 14 个月以来的新低，其中问界 M5 销量显著下降，导致整体交付量大幅减少。</p><p>小米、深蓝等车企同样实现交付超 2 万，深蓝交付 24575 辆，小米并未公布具体数额，但外界预计小米交付可能达到 22000 辆。</p><p><a href=\"https://laohu8.com/S/ZK\">极氪</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、埃安等车企 1 月交付量都在两万大关之外，分别为 11942 辆、13863 辆、14393 辆。</p><p>值得注意的是，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>主品牌交付 7951 台，担当走量重任的乐道品牌仅交付了 5912 台，后者在去年 12 月实现销量破万后交付量却出现断崖式下滑，销售增长态势难以维持稳态。</p><p>不仅如此，乐道汽车在春节前经历了员工购车政策的舆论风波，这一事件损害了品牌声誉。乐道汽车总裁艾铁成此前立下的 2025 年 3 月破 2 万辆目标，如今来看，乐道距离这一目标越来越远。</p><p>蔚来正在挽救销量增长疲态。2月1日，蔚来宣布推出5年0息的限时金融优惠政策，以响应国家积极扩大新能源汽车消费的号召。2月1日至2月28日，客户支付定金购买蔚来汽车，可享5年0息金融方案，首付仅需20%，手续费全免。</p><p>另外，埃安交付的大幅跌落已经映射出其在消费市场的增长困境，新车埃安 RT 的竞争力难抵小鹏 MONA M03，此前网约车市场的增量给埃安带来了生存和发展空间，但随着 B 端市场空间受限，广汽埃安亟需一款具备竞争力的爆款车型来支撑销量。</p><p>传统车企方面，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>依旧居于榜首，1 月销售新车 30 万辆，<a href=\"https://laohu8.com/S/00175\">吉利汽车</a> 1 月销量突破 266,737 辆，创单月销量历史新高；奇瑞集团整体销售汽车 224,323 辆。截至发稿，<a href=\"https://laohu8.com/S/000625\">长安汽车</a>、<a href=\"https://laohu8.com/S/600104\">上汽集团</a>等暂未公布总体销量。</p><p>1月的车市竞争已经告一段落，但受春节假期、去年年底冲量等多方面因素影响，各家车企竞争节奏并不统一，难以作为全年趋势的判断标准和维度，毕竟，车企手上还有很多牌没出。</p><p>多家车企将在今年冲刺更高目标。蔚来李斌表示，2025年全年交付量将同比增长一倍，达到44万辆左右，由三大品牌合力完成；小鹏汽车2025年全年交付量将达到 35 万辆；理想全年销量目标突破 80 万辆。</p><p>小鹏汽车的增长除了主要来自于 Mona M03 和 P7+ ，其将在 2025年推出的至少四款新产品——首款增程车、一款大型SUV，计划于第四季度推出。此外，小鹏汽车还将升级现有产品包括G6和G9。</p><p>理想汽车则准备在2025年中期推出大型纯电动SUV，售价区间为20万至25万元人民币，填补其产品线在20万元以下市场的空白。此外，理想汽车还可能在下半年推出一款超大型SUV。</p><p>其他新势力品牌同样给出了乐观的增长目标，<a href=\"https://laohu8.com/S/601127\">赛力斯</a>说要在未来三年内成为年销达百万量级的品牌。小米则准备在今年卖掉30万辆车，据悉，小米将推出SUV 车型 YU7，且小米二期工厂将于今年 6 月完工。</p><p>传统车企也在不断丰富产品矩阵。比亚迪 2025 年计划推出 10 余款新车和改款车型，吉利银河计划推出 5 款全新新能源汽车产品。长安汽车计划推出阿维塔 06、深蓝 S09、长安启源 C789 等 13 款新能源汽车产品，岚图汽车 2025 年将有四款以上全新或改款车上市 。</p><p>2025是新能源汽车市场竞争尤为关键的一年，也是淘汰窗口收窄，场内选手加速出局的一年。</p><p>新能源汽车市场已经渗透率过半，很难再继续维持往日那样动辄超过50%的高增速。新能源汽车离真正的断奶也不远了。</p><p>中汽协专务副秘书长许之前接受媒体采访时海东表示，2026年我<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车免交购置税的政策将会调整为减半征收，因此2025年可能底还会对新能源汽车的消费带来一波提振。</p><p>到了2026年时，无论是外部趋势还是行业格局，翻盘或者幸存的概率都会变低。2025年是大部分车企最后的机会。</p></body></html>","source":"fenghuang_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>新势力销冠的位置，易主了</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{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { 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新势力销冠的位置，易主了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-04 15:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8ghVyhILJYg><strong>虎嗅网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>造车新势力格局正在发生变化。2月初，车企接连交出了今年的首份战报。尽管1月期间有春节放假因素，但从各家的交付表现来看，多家车企交付出现同比倍增的情况。在一众新能源汽车品牌中，小鹏汽车成为了最大的黑马。1 月，小鹏交付量达到 30,350 辆，同比增长 268%，这是小鹏汽车连续第三个月的月度交付量超过 3 万。新车 MONA M03 和小鹏 P7 + 功不可没，小鹏 MONA M03 的交付量超过...</p>\n\n<a href=\"https://tech.ifeng.com/c/8ghVyhILJYg\">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","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","BK1539":"汽车股","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","NIO":"蔚来","LU0823426480.USD":"法巴中国股票经典Dis","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0823426308.USD":"法巴中国股票基金","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","BK4504":"桥水持仓","09868":"小鹏汽车-W","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","XPEV":"小鹏汽车","09866":"蔚来-SW","BK4548":"巴美列捷福持仓","BK1193":"电脑硬件、储存设备及电脑周边","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","BK4551":"寇图资本持仓","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","BK1588":"回港中概股","BK1610":"ETF&股票定投概念","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LI":"理想汽车","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK1575":"同股不同权","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","BK1607":"新IT概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","NIO.SI":"蔚来","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC"},"source_url":"https://tech.ifeng.com/c/8ghVyhILJYg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2508737433","content_text":"造车新势力格局正在发生变化。2月初，车企接连交出了今年的首份战报。尽管1月期间有春节放假因素，但从各家的交付表现来看，多家车企交付出现同比倍增的情况。在一众新能源汽车品牌中，小鹏汽车成为了最大的黑马。1 月，小鹏交付量达到 30,350 辆，同比增长 268%，这是小鹏汽车连续第三个月的月度交付量超过 3 万。新车 MONA M03 和小鹏 P7 + 功不可没，小鹏 MONA M03 的交付量超过 1.5 万辆，小鹏P7+交付也接近10000辆，上市2个月已累计交付超2万辆。可见，小鹏在经历了内部体系变革之后，一系列的渠道改革和产品打法已经出现明显效果。但小鹏目前的主销产品售价整体偏低，在产品走量之后能否带来可观的利润表现还将保持观察。小鹏的快速崛起夺走了理想的新势力销冠位置。理想汽车 1 月仅交付 29927 辆，同比减少 4.1%，环比下降 48.9% ，环比减少主要因为理想在去年 12 月推出了促销政策，提前透支了部分销量。同样呈现环比下降的车企还有零跑和问界。零跑汽车 1 月交付 25170 辆，问界汽车 1 月销量跌至 21900 辆，创下 14 个月以来的新低，其中问界 M5 销量显著下降，导致整体交付量大幅减少。小米、深蓝等车企同样实现交付超 2 万，深蓝交付 24575 辆，小米并未公布具体数额，但外界预计小米交付可能达到 22000 辆。极氪、蔚来、埃安等车企 1 月交付量都在两万大关之外，分别为 11942 辆、13863 辆、14393 辆。值得注意的是，蔚来主品牌交付 7951 台，担当走量重任的乐道品牌仅交付了 5912 台，后者在去年 12 月实现销量破万后交付量却出现断崖式下滑，销售增长态势难以维持稳态。不仅如此，乐道汽车在春节前经历了员工购车政策的舆论风波，这一事件损害了品牌声誉。乐道汽车总裁艾铁成此前立下的 2025 年 3 月破 2 万辆目标，如今来看，乐道距离这一目标越来越远。蔚来正在挽救销量增长疲态。2月1日，蔚来宣布推出5年0息的限时金融优惠政策，以响应国家积极扩大新能源汽车消费的号召。2月1日至2月28日，客户支付定金购买蔚来汽车，可享5年0息金融方案，首付仅需20%，手续费全免。另外，埃安交付的大幅跌落已经映射出其在消费市场的增长困境，新车埃安 RT 的竞争力难抵小鹏 MONA M03，此前网约车市场的增量给埃安带来了生存和发展空间，但随着 B 端市场空间受限，广汽埃安亟需一款具备竞争力的爆款车型来支撑销量。传统车企方面，比亚迪依旧居于榜首，1 月销售新车 30 万辆，吉利汽车 1 月销量突破 266,737 辆，创单月销量历史新高；奇瑞集团整体销售汽车 224,323 辆。截至发稿，长安汽车、上汽集团等暂未公布总体销量。1月的车市竞争已经告一段落，但受春节假期、去年年底冲量等多方面因素影响，各家车企竞争节奏并不统一，难以作为全年趋势的判断标准和维度，毕竟，车企手上还有很多牌没出。多家车企将在今年冲刺更高目标。蔚来李斌表示，2025年全年交付量将同比增长一倍，达到44万辆左右，由三大品牌合力完成；小鹏汽车2025年全年交付量将达到 35 万辆；理想全年销量目标突破 80 万辆。小鹏汽车的增长除了主要来自于 Mona M03 和 P7+ ，其将在 2025年推出的至少四款新产品——首款增程车、一款大型SUV，计划于第四季度推出。此外，小鹏汽车还将升级现有产品包括G6和G9。理想汽车则准备在2025年中期推出大型纯电动SUV，售价区间为20万至25万元人民币，填补其产品线在20万元以下市场的空白。此外，理想汽车还可能在下半年推出一款超大型SUV。其他新势力品牌同样给出了乐观的增长目标，赛力斯说要在未来三年内成为年销达百万量级的品牌。小米则准备在今年卖掉30万辆车，据悉，小米将推出SUV 车型 YU7，且小米二期工厂将于今年 6 月完工。传统车企也在不断丰富产品矩阵。比亚迪 2025 年计划推出 10 余款新车和改款车型，吉利银河计划推出 5 款全新新能源汽车产品。长安汽车计划推出阿维塔 06、深蓝 S09、长安启源 C789 等 13 款新能源汽车产品，岚图汽车 2025 年将有四款以上全新或改款车上市 。2025是新能源汽车市场竞争尤为关键的一年，也是淘汰窗口收窄，场内选手加速出局的一年。新能源汽车市场已经渗透率过半，很难再继续维持往日那样动辄超过50%的高增速。新能源汽车离真正的断奶也不远了。中汽协专务副秘书长许之前接受媒体采访时海东表示，2026年我国新能源汽车免交购置税的政策将会调整为减半征收，因此2025年可能底还会对新能源汽车的消费带来一波提振。到了2026年时，无论是外部趋势还是行业格局，翻盘或者幸存的概率都会变低。2025年是大部分车企最后的机会。","news_type":1,"symbols_score_info":{"81810":0.6,"09866":0.6,"09868":0.9,"EVS.SI":0.6,"LI":0.6,"NIO":0.9,"NIO.SI":0.6,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}