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Winson23

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- Winson23Winson23
  ·2021-08-02
  太好了🔥
  非常抱歉，此主贴已删除
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- Winson23Winson23
  ·2021-08-02
  太好了
  非常抱歉，此主贴已删除
  688 评论
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- Winson23Winson23
  ·2021-08-02
  💪🏻长期持有
  629 评论
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- Winson23Winson23
  ·2021-06-04
  🚗🚗Tesla 💪🏻
  传统车企反超新势力，特斯拉的蓝海正逐渐变红
  所有新势力造车企业都将面临越来越大的挑战。
  传统车企反超新势力，特斯拉的蓝海正逐渐变红
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- Winson23Winson23
  ·2021-06-02
  🍎💪🏻💪🏻💪🏻
  406 评论
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- Winson23Winson23
  ·2021-05-29
  Tesla 🚀soon
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💪🏻","listText":"🚗🚗Tesla 💪🏻","text":"🚗🚗Tesla 💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/116566030","repostId":"1142416187","repostType":4,"repost":{"id":"1142416187","kind":"news","pubTimestamp":1622792240,"share":"https://www.laohu8.com/m/news/1142416187?lang=&edition=full","pubTime":"2021-06-04 15:37","market":"us","language":"zh","title":"传统车企反超新势力，特斯拉的蓝海正逐渐变红","url":"https://stock-news.laohu8.com/highlight/detail?id=1142416187","media":"智通财经","summary":"所有新势力造车企业都将面临越来越大的挑战。","content":"<p>作者： 何钰程</p>\n<p>老牌车企将要超越<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)?</p>\n<p>随着传统汽车制造商愈发重视新能源汽车制造并开始持续发力时，不仅是特斯拉，而是所有新势力造车企业都将面临越来越大的挑战。</p>\n<p>智通财经APP注意到，今年以来，特斯拉股价已从高点900美元持续回调，近来已跌破600美元大关，并持续呈现下跌趋势。</p>\n<p>同样作为新势力造车代表的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>(NIO.US)股价今年以来股价也持续呈现颓势，5月中旬其股价已从高点66.9美元腰斩，最新股价报40.9美元。</p>\n<p>而传统车企近年来股价均表现出涨势长红。如因去年欧洲严格的二氧化碳排放限制，大众的电动汽车销量激增，股价一路高涨。今年以来，大众汽车股价累计上涨逾80%，市值突破千亿欧元大关。</p>\n<p>此外，美股市场上，截至6月3日收盘，蔚来、理想已经较2020年12月31日股价下挫已经近3成。而福特(F.US)、通用(GM.US)、丰田(TM.US)、本田(HMC.US)等老牌车企今年股价累积分别上涨82%、52%、16%、17%。</p>\n<p><img src=\"https://static.tigerbbs.com/74d9d3abc4e422e4d011e869e508a332\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>奋力转型的传统车企战况如何?</b></p>\n<p>尽管各大传统车企都在发力新能源，但市场是否买单，还是得靠数据说话。</p>\n<p>从最近公布的全球新能源车4月销量榜单来看：特斯拉环比暴跌71%，大众首进前三，Top5只有<a href=\"https://laohu8.com/S/002594\">比亚迪</a>(01211)环比上升。</p>\n<p><img src=\"https://static.tigerbbs.com/236d730868b5997a3cd68e75b6b8996a\" tg-width=\"651\" tg-height=\"682\" referrerpolicy=\"no-referrer\"></p>\n<p>根据EVsales数据，全球新能源乘用车4月销量达39.2万辆，同比上涨255.9%，环比下降26.2%。其中中国市场销量达17.5万辆，占比44.6%;欧洲市场销量超15.9万辆，占比达40.6%。</p>\n<p>4月榜单中，出现了两个“新面孔”——大众ID.4和ID.3，前者是上市以来首次上榜，后者是今年内第一次上榜。</p>\n<p>大众首席执行官迪斯表此前示，大众计划于2021年交付100万辆电动汽车，最迟在2025年成为全球电动汽车市场的领导者。</p>\n<p>福特5月电动车销量大增184%。<a href=\"https://laohu8.com/S/F\">福特汽车</a>近日宣布其“Ford+”计划，到2025年公司在电动汽车领域的投资将达到300亿美元，到2030年电动汽车销量占比达到40%，确定全面向电动化转型。</p>\n<p>前不久，福特汽车全新纯电动皮卡F-150 Lightning已于北京时间5月20日(当地时间5月19日)通过线上直播新闻发布会正式亮相。</p>\n<p>再来看2020年全年的数据，截至2020年底，占据全球汽车市场份额90%的20家制造商中，已经有18家推出转型计划，在资源投入和分配上大力向新技术和电动车倾斜。</p>\n<p>如果位列前十榜单基本上还是传统车企，如<a href=\"https://laohu8.com/S/0NQF.UK\">雷诺</a>、尼桑、现代、以及大众旗下的ID3、奥迪系列。</p>\n<p><img src=\"https://static.tigerbbs.com/b6a65919d457dd2a711e0822ba566a77\" tg-width=\"443\" tg-height=\"573\" referrerpolicy=\"no-referrer\"></p>\n<p>去年大众电动汽车的销量为930万辆，而特斯拉的销量为50万辆。从基础设施建设的角度来看，特斯拉无法像大众那样，能从其全球强大的经销商网络中受益。</p>\n<p>相较于造车新势力，传统车企有着显著优势，保证了其在进入新能源汽车赛道时有足够的竞争力。</p>\n<p>如传统车企较为完善的产业链体系，在研发、生产、销售与售后服务等方面都有一套独特的完整体系，在转向新能源汽车时，这些体系都可以直接共享，不需要再重新搭建，可以减少成本支出，这相对于从零开始的造车新势力而言，优势是相当明显的。</p>\n<p>其次资金实力雄厚。在研发、制造新能源汽车时需要投入大量资金，而传统车企体量庞大，现金流健康，有雄厚的资金储备，可以保证研发投入不中断。此外，传统车企在市场上经营多年，有良好的消费者基础，可以直接依托现有品牌对新能源汽车进行宣传，从而节约大笔宣传费用。</p>\n<p><b>特斯拉面临红海困境，大行们怎么看?</b></p>\n<p>在两年前新能源汽车还是一片混沌之时，特斯拉尚能占据一席之地，但随着各大巨头均开始发力，特斯拉的先发优势逐渐丧失，最终的结果就是特斯拉由原来的一个蓝海市场变成了一个红海市场。</p>\n<p><a href=\"https://laohu8.com/S/UBS\">瑞银</a>中国此前表示，以特斯拉为代表的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车公司，只生产了不到全球1/100销量的汽车，却创造了全部车企市值之和的市值。</p>\n<p>经纬创投创始合伙人张颖提出，智能电动汽车公司的估值源于“车企的营收+科技股的利润率”。车企往往有几千亿营收，但利润率很低;科技公司是利润率高，但营收规模不及车企。如今市场普遍认可汽车向电动化和智能化转型的预期，这种预期导致了智能电动汽车公司的市值超过传统车企。</p>\n<p>但是目前传统车企也在发力电动化转型，这是否意味这传统车企也将享有科技股的估值，同时还有几千亿营收的估值呢?</p>\n<p>但是享有科技股的估值，并不意味着将智能电动汽车的价值都寄托在电池上，显然价值不高，而核心价值在软件智能化，这一点上传统车企似乎还有较长的路要走。</p>\n<p>德银坚决看多大众在电动汽车方面的布局，并称大众纯电动汽车销量最快明年超过特斯拉。</p>\n<p>值得一提的是，激烈的市场竞争其实留给各家传统车企转型的时间窗口期其实很少，基本上再过3-5年，智能新能源汽车的格局会形成相对稳定局面。</p>","source":"highlight_zhitongcaijin","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>传统车企反超新势力，特斯拉的蓝海正逐渐变红</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传统车企反超新势力，特斯拉的蓝海正逐渐变红\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-04 15:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/488262.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者： 何钰程\n老牌车企将要超越特斯拉(TSLA.US)?\n随着传统汽车制造商愈发重视新能源汽车制造并开始持续发力时，不仅是特斯拉，而是所有新势力造车企业都将面临越来越大的挑战。\n智通财经APP注意到，今年以来，特斯拉股价已从高点900美元持续回调，近来已跌破600美元大关，并持续呈现下跌趋势。\n同样作为新势力造车代表的蔚来(NIO.US)股价今年以来股价也持续呈现颓势，5月中旬其股价已从高点...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/488262.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b29dc731afd6b57f18718da598a8c3ae","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zhitongcaijing.com/content/detail/488262.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1142416187","content_text":"作者： 何钰程\n老牌车企将要超越特斯拉(TSLA.US)?\n随着传统汽车制造商愈发重视新能源汽车制造并开始持续发力时，不仅是特斯拉，而是所有新势力造车企业都将面临越来越大的挑战。\n智通财经APP注意到，今年以来，特斯拉股价已从高点900美元持续回调，近来已跌破600美元大关，并持续呈现下跌趋势。\n同样作为新势力造车代表的蔚来(NIO.US)股价今年以来股价也持续呈现颓势，5月中旬其股价已从高点66.9美元腰斩，最新股价报40.9美元。\n而传统车企近年来股价均表现出涨势长红。如因去年欧洲严格的二氧化碳排放限制，大众的电动汽车销量激增，股价一路高涨。今年以来，大众汽车股价累计上涨逾80%，市值突破千亿欧元大关。\n此外，美股市场上，截至6月3日收盘，蔚来、理想已经较2020年12月31日股价下挫已经近3成。而福特(F.US)、通用(GM.US)、丰田(TM.US)、本田(HMC.US)等老牌车企今年股价累积分别上涨82%、52%、16%、17%。\n\n奋力转型的传统车企战况如何?\n尽管各大传统车企都在发力新能源，但市场是否买单，还是得靠数据说话。\n从最近公布的全球新能源车4月销量榜单来看：特斯拉环比暴跌71%，大众首进前三，Top5只有比亚迪(01211)环比上升。\n\n根据EVsales数据，全球新能源乘用车4月销量达39.2万辆，同比上涨255.9%，环比下降26.2%。其中中国市场销量达17.5万辆，占比44.6%;欧洲市场销量超15.9万辆，占比达40.6%。\n4月榜单中，出现了两个“新面孔”——大众ID.4和ID.3，前者是上市以来首次上榜，后者是今年内第一次上榜。\n大众首席执行官迪斯表此前示，大众计划于2021年交付100万辆电动汽车，最迟在2025年成为全球电动汽车市场的领导者。\n福特5月电动车销量大增184%。福特汽车近日宣布其“Ford+”计划，到2025年公司在电动汽车领域的投资将达到300亿美元，到2030年电动汽车销量占比达到40%，确定全面向电动化转型。\n前不久，福特汽车全新纯电动皮卡F-150 Lightning已于北京时间5月20日(当地时间5月19日)通过线上直播新闻发布会正式亮相。\n再来看2020年全年的数据，截至2020年底，占据全球汽车市场份额90%的20家制造商中，已经有18家推出转型计划，在资源投入和分配上大力向新技术和电动车倾斜。\n如果位列前十榜单基本上还是传统车企，如雷诺、尼桑、现代、以及大众旗下的ID3、奥迪系列。\n\n去年大众电动汽车的销量为930万辆，而特斯拉的销量为50万辆。从基础设施建设的角度来看，特斯拉无法像大众那样，能从其全球强大的经销商网络中受益。\n相较于造车新势力，传统车企有着显著优势，保证了其在进入新能源汽车赛道时有足够的竞争力。\n如传统车企较为完善的产业链体系，在研发、生产、销售与售后服务等方面都有一套独特的完整体系，在转向新能源汽车时，这些体系都可以直接共享，不需要再重新搭建，可以减少成本支出，这相对于从零开始的造车新势力而言，优势是相当明显的。\n其次资金实力雄厚。在研发、制造新能源汽车时需要投入大量资金，而传统车企体量庞大，现金流健康，有雄厚的资金储备，可以保证研发投入不中断。此外，传统车企在市场上经营多年，有良好的消费者基础，可以直接依托现有品牌对新能源汽车进行宣传，从而节约大笔宣传费用。\n特斯拉面临红海困境，大行们怎么看?\n在两年前新能源汽车还是一片混沌之时，特斯拉尚能占据一席之地，但随着各大巨头均开始发力，特斯拉的先发优势逐渐丧失，最终的结果就是特斯拉由原来的一个蓝海市场变成了一个红海市场。\n瑞银中国此前表示，以特斯拉为代表的智能电动汽车公司，只生产了不到全球1/100销量的汽车，却创造了全部车企市值之和的市值。\n经纬创投创始合伙人张颖提出，智能电动汽车公司的估值源于“车企的营收+科技股的利润率”。车企往往有几千亿营收，但利润率很低;科技公司是利润率高，但营收规模不及车企。如今市场普遍认可汽车向电动化和智能化转型的预期，这种预期导致了智能电动汽车公司的市值超过传统车企。\n但是目前传统车企也在发力电动化转型，这是否意味这传统车企也将享有科技股的估值，同时还有几千亿营收的估值呢?\n但是享有科技股的估值，并不意味着将智能电动汽车的价值都寄托在电池上，显然价值不高，而核心价值在软件智能化，这一点上传统车企似乎还有较长的路要走。\n德银坚决看多大众在电动汽车方面的布局，并称大众纯电动汽车销量最快明年超过特斯拉。\n值得一提的是，激烈的市场竞争其实留给各家传统车企转型的时间窗口期其实很少，基本上再过3-5年，智能新能源汽车的格局会形成相对稳定局面。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113599260,"gmtCreate":1622623969650,"gmtModify":1634099834102,"author":{"id":"3562537362549247","authorId":"3562537362549247","name":"Winson23","avatar":"https://static.tigerbbs.com/e2c9acf74be892b5c7e43074b7a5fed9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562537362549247","authorIdStr":"3562537362549247"},"themes":[],"htmlText":"🍎💪🏻💪🏻💪🏻","listText":"🍎💪🏻💪🏻💪🏻","text":"🍎💪🏻💪🏻💪🏻","images":[{"img":"https://static.tigerbbs.com/ee0ced378c728bd9826afc83f7588c7c","width":"1125","height":"3678"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113599260","isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":137910597,"gmtCreate":1622282010519,"gmtModify":1634102529771,"author":{"id":"3562537362549247","authorId":"3562537362549247","name":"Winson23","avatar":"https://static.tigerbbs.com/e2c9acf74be892b5c7e43074b7a5fed9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562537362549247","authorIdStr":"3562537362549247"},"themes":[],"htmlText":"Tesla 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