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TLC88

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- TLC88TLC88
  ·2021-04-01
  All in
  非常抱歉，此主贴已删除
  2,921 2
  5
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- TLC88TLC88
  ·2021-12-14
  Go go go
  非常抱歉，此主贴已删除
  2,069 1
  2
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- TLC88TLC88
  ·2021-12-13
  Ok
  Supreme Court asks U.S. government for views on Bayer weedkiller case
  The U.S. Supreme Court on Monday asked President Joe Biden's administration for its views on whether
  Supreme Court asks U.S. government for views on Bayer weedkiller case
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- TLC88TLC88
  ·2021-12-08
  Please bring me to the mars
  “超级增长”，没有人能阻挡马斯克的魔鬼步伐
  连续三月销量过5万，“宇宙”车企特斯拉疯狂增长。
  “超级增长”，没有人能阻挡马斯克的魔鬼步伐
  2,742 1
  1
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- TLC88TLC88
  ·2021-12-07
  $Grab Holdings(GRAB)$😭
  2,682 9
  8
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- TLC88TLC88
  ·2021-12-05
  Drop more again
  非常抱歉，此主贴已删除
  1,844 2
  4
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- TLC88TLC88
  ·2021-11-30
  $Tesla Motors(TSLA)$⬆️🆙🔝
  2,104 1
  3
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- TLC88TLC88
  ·2021-11-26
  $TOP GLOVE CORPORATION BHD(BVA.SI)$Why ufly? Any reason ?
  3,445 2
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- TLC88TLC88
  ·2021-11-24
  To the mars
  非常抱歉，此主贴已删除
  3,114 1
  3
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- TLC88TLC88
  ·2021-11-22
  $Tesla Motors(TSLA)$Keep going up
  2,108 1
  7
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- TLC88TLC88
  ·2021-11-20
  $NVIDIA Corp(NVDA)$Towards 1T 🚀🚀🚀🚀
  2,619 1
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The Supreme Court's decision on whether to take up the matter is being closely watched as Bayer maneuvers to limit its legal liability in thousands of cases.</p>\n<p>U.S. Solicitor General Elizabeth Prelogar in the coming months is due to file a brief expressing the administration's views.</p>\n<p>Bayer has&nbsp;lost three appeals&nbsp;against verdicts that sided with users of Roundup, awarding them tens of millions of dollars each. The company has pinned hopes for relief on the conservative-majority Supreme Court, which has a reputation for being pro-business.</p>\n<p>Bayer asked the Supreme Court to review the verdict in Hardeman's case, which was&nbsp;upheld&nbsp;by the San Francisco-based 9th U.S. Circuit Court of Appeals in May. Hardeman had regularly used Roundup for 26 years at his home in northern California before being diagnosed with a form of non-Hodgkin's lymphoma.</p>\n<p>There are more than 25,000 related claims Bayer has not settled yet.</p>\n<p>Bayer, which also makes aspirin, Yasmin birth-control pills and the stroke prevention drug Xarelto among other products, has argued that the cancer claims over Roundup and its active ingredient glyphosate go against sound science and product clearance from the U.S. Environmental Protection Agency. The EPA has upheld guidance that glyphosate is not carcinogenic and not a risk to public health when used as indicated on the label.</p>\n<p>Bayer has said it should not be penalized for marketing a product deemed safe by the EPA and on which the agency would not allow a cancer warning to be printed.</p>\n<p>The lawsuits against Bayer have said the company should have warned customers of the alleged cancer risk. Bayer wants the Supreme Court to find that the EPA label approval under a federal law called the Federal Insecticide, Fungicide and Rodenticide Act preempts the \"failure to warn\" claims brought under state law.</p>\n<p>Roundup-related lawsuits have dogged Bayer since it acquired the brand as part of its $63 billion purchase of agricultural seeds and pesticides maker Monsanto in 2018.</p>","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>Supreme Court asks U.S. government for views on Bayer weedkiller case</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; 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}\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\">\nSupreme Court asks U.S. government for views on Bayer weedkiller case\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-13 23:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/legal/government/supreme-court-asks-us-government-views-bayer-weedkiller-case-2021-12-13/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The U.S. Supreme Court on Monday asked President Joe Biden's administration for its views on whether the justices should hear Bayer AG's(BAYGn.DE)bid to dismiss claims by customers who contend its ...</p>\n\n<a href=\"https://www.reuters.com/legal/government/supreme-court-asks-us-government-views-bayer-weedkiller-case-2021-12-13/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAYRY":"Bayer A.G."},"source_url":"https://www.reuters.com/legal/government/supreme-court-asks-us-government-views-bayer-weedkiller-case-2021-12-13/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120567981","content_text":"The U.S. Supreme Court on Monday asked President Joe Biden's administration for its views on whether the justices should hear Bayer AG's(BAYGn.DE)bid to dismiss claims by customers who contend its Roundup weedkiller causes cancer, as the company seeks to avoid potentially billions of dollars in damages.\nBayer in August filed a petition with the Supreme Court to reverse a lower court decision that upheld $25 million in damages awarded to California resident Edwin Hardeman, a Roundup user who blamed his cancer on the German pharmaceutical and chemical giant's glyphosate-based weedkillers. The Supreme Court's decision on whether to take up the matter is being closely watched as Bayer maneuvers to limit its legal liability in thousands of cases.\nU.S. Solicitor General Elizabeth Prelogar in the coming months is due to file a brief expressing the administration's views.\nBayer has lost three appeals against verdicts that sided with users of Roundup, awarding them tens of millions of dollars each. The company has pinned hopes for relief on the conservative-majority Supreme Court, which has a reputation for being pro-business.\nBayer asked the Supreme Court to review the verdict in Hardeman's case, which was upheld by the San Francisco-based 9th U.S. Circuit Court of Appeals in May. Hardeman had regularly used Roundup for 26 years at his home in northern California before being diagnosed with a form of non-Hodgkin's lymphoma.\nThere are more than 25,000 related claims Bayer has not settled yet.\nBayer, which also makes aspirin, Yasmin birth-control pills and the stroke prevention drug Xarelto among other products, has argued that the cancer claims over Roundup and its active ingredient glyphosate go against sound science and product clearance from the U.S. Environmental Protection Agency. The EPA has upheld guidance that glyphosate is not carcinogenic and not a risk to public health when used as indicated on the label.\nBayer has said it should not be penalized for marketing a product deemed safe by the EPA and on which the agency would not allow a cancer warning to be printed.\nThe lawsuits against Bayer have said the company should have warned customers of the alleged cancer risk. Bayer wants the Supreme Court to find that the EPA label approval under a federal law called the Federal Insecticide, Fungicide and Rodenticide Act preempts the \"failure to warn\" claims brought under state law.\nRoundup-related lawsuits have dogged Bayer since it acquired the brand as part of its $63 billion purchase of agricultural seeds and pesticides maker Monsanto in 2018.","news_type":1,"symbols_score_info":{"BAYRY":0.9}},"isVote":1,"tweetType":1,"viewCount":2381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602388313,"gmtCreate":1638972441691,"gmtModify":1638972441971,"author":{"id":"3579644221346646","authorId":"3579644221346646","name":"TLC88","avatar":"https://static.tigerbbs.com/70e92e6f93d89c4be15661304799bff0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579644221346646","authorIdStr":"3579644221346646"},"themes":[],"htmlText":"Please bring me to the mars&nbsp;","listText":"Please bring me to the mars&nbsp;","text":"Please bring me to the mars","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602388313","repostId":"1181608993","repostType":4,"repost":{"id":"1181608993","kind":"news","pubTimestamp":1638967905,"share":"https://www.laohu8.com/m/news/1181608993?lang=&edition=full","pubTime":"2021-12-08 20:51","market":"us","language":"zh","title":"“超级增长”，没有人能阻挡马斯克的魔鬼步伐","url":"https://stock-news.laohu8.com/highlight/detail?id=1181608993","media":"华尔街见闻","summary":"连续三月销量过5万，“宇宙”车企特斯拉疯狂增长。","content":"<p>作者：林嘉浩</p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的增长似乎没有上限。在今年把马斯克推上世界首富之位后，特斯拉仍然以超高的销量和供应链壁垒，站在新能源汽车之巅，将其他竞争对手远远抛在后面。</p>\n<p>12月7日，特斯拉公布了11月销量数据。11月特斯拉批发销量达到了52,859辆，同比增长111%；这也是特斯拉连续第3个月销量超5万；这5.2万辆车并中21,127辆出口国外，31.732辆交付给国内的消费者。</p>\n<p>而截至11月，特斯拉上海超级工厂在2021年度交付量已突破40万辆，达到413,283辆，同比增长242%。</p>\n<p>同行还在为月销破万而欢呼，特斯拉这三个月的快速增长宣告了自己的第一地位牢不可破。这样的领先，预计将随着特斯拉德国工厂的投产而进一步巩固。</p>\n<p>除了销量，对新能源汽车来说更重要的供应链，特斯拉也深耕布局了。当<a href=\"https://laohu8.com/S/300750\">宁德时代</a>选择在特斯拉工厂旁投资电池工厂，这家国内新能源龙头和特斯拉的深度绑定，将使特斯拉变身为宇宙车企，颠覆百年来的汽车工业格局。</p>\n<p>这个世界，已经没有什么能阻挡马斯克了，他那像被上帝还是魔鬼亲吻过的手，指向了人类的未来。</p>\n<p><b>超级增长</b></p>\n<p>单看特斯拉的数据可能不觉得有什么，但从整体的数据来看，2021年11月乘用车市场零售181.6万辆，同比下降12.7%，相较2019年11月下降6%，整体走弱，而特斯拉却同比增长111%。</p>\n<p>不仅如此，11月新能源乘用车批发销量达到42.9万辆，其中BEV销量为34.3万辆，也就是说在中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车市场，每卖出十辆纯电动的新能源车中就有一辆是特斯拉。</p>\n<p>虽然国内新造车势力在今年11月都收获颇丰，小鹏创下新高销量突破1.5万辆，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>交付量也回到正轨，但它们的销量与特斯拉相比不可同日而语，后者几乎是它们的5倍。</p>\n<p>放在传统燃油车领域，连丰田和大众这样的老派汽车品牌都无法做到这样的市场占有率。</p>\n<p>特斯拉的进攻步伐不仅在中国，在美国乃至欧洲市场也是如此。</p>\n<p>特斯拉11月份在德国的汽车销量飙升了234%。特斯拉汽车销量飙升的同时，其他汽车制造商在德国的汽车销量呈相反的势态，处于下降状态。数据显示，德国11月汽车总销量下降了32%。</p>\n<p><img src=\"https://static.tigerbbs.com/ab48e6bbbce9e8e411600372548e4844\" tg-width=\"1000\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p>\n<p>据了解，无论在中国、还是在德国，特斯拉凭借独特的多供应商芯片供应体系，让其免受缺芯的影响，从而能够在大环境下滑的态势中保持增长。</p>\n<p>不仅德国，特斯拉Model 3&nbsp;以2833辆的业绩成为9月法国纯电动汽车最畅销车型。而英国汽车工业协会（smmt）数据也显示，特斯拉Model 3以6879辆的交付量登顶汽车畅销总榜。</p>\n<p>此外据eu-evs统计数据显示，特斯拉成为丹麦、瑞士、瑞典、西班牙、荷兰和挪威等欧洲6国的月销量第一品牌，并且品牌份额最低也达到了15%以上。挪威市场中特斯拉甚至以5782辆的月销量，占据当月纯电动汽车份额的40.4%，瑞士市场份额也达到了39.9%。</p>\n<p>更可怕的是，不要认为5万辆是特斯拉订单的极限，它的工厂生产能力也在增长。</p>\n<p>目前在官网订购Model 3和Model Y的交付时间都要等到明年的第一季度，说明国内特斯拉工厂还未能够满足国内消费者。既要交付给海外市场，又要满足国内的消费者，中国特斯拉工厂可以说是“火力全开”也供不应求。</p>\n<p>而据了解，特斯拉将在12月开始在德国启动生产业务，特斯拉柏林超级工厂将正式投入运营，投入运营后，特斯拉的生产能力将得到大大地提升。</p>\n<p>这就意味着上海工厂出口任务将有所缓解，更多的产能将用于国内订单的交付，更快时间的交付，将大大增加特斯拉在国内市场的占有率。</p>\n<p><b>绑定宁德时代</b></p>\n<p>众所周知，汽车供应链在当下受到巨大的冲击，缺芯、缺电池困扰着所有厂商，而特斯拉却意图突破这些瓶颈，并且找到了方法。</p>\n<p>目前造车缺的不仅是芯片，更是电池。蔚来创始人李斌曾在蔚来2020年Q4财报电话会议中提到“电池供应链将成为瓶颈”的话题。此前<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>CEO何小鹏为了从宁德时代顺利拿货，也不得不到宁德蹲守一周。</p>\n<p>当所有人都在为缺电池而担心时，宁德时代将工厂开到了特斯拉的“身边”。</p>\n<p>12月2日，宁德时代成功竞得上海？？临港2幅工业用地地块：自贸区临港新片区04FX-0002单元G10-01地块、G10-02地块。这两块地总建设用地面积82065.10㎡，容积率2.5，最终由宁德时代（上海）<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>科技有限公司以底价9507.00万元（77.23万元/亩）成交。</p>\n<p>要知道，这块工业工地北侧约1公里就是特斯拉上海超级工厂。</p>\n<p><img src=\"https://static.tigerbbs.com/ff67a5ce22a840ce6ab1b9753f4ad68e\" tg-width=\"532\" tg-height=\"763\" referrerpolicy=\"no-referrer\"></p>\n<p>今年6月初，就有相关知情人士透露，宁德时代正与上海政府就建厂洽谈，计划在上海新建年产80GWh电芯的电池工厂。而当真正落子时，人们才看到，宁德时代和特斯拉的“野心”。</p>\n<p>加上此次将在<a href=\"https://laohu8.com/S/600848\">上海临港</a>建立的新工厂，宁德时代全球生产基地布局将增至7个，总规划产能超过700GWh。</p>\n<p>2020年2月，宁德时代就与特斯拉签订协议，于2020年7月至2022年6月期间向特斯拉供应锂离子动力电池产品。2021年6月28日晚，宁德时代再次发布公告，与特斯拉签订协议，将在2022年1月至2025年12月期间，向特斯拉供应锂离子动力电池产品。</p>\n<p>特斯拉一直在不断通过高度的本土化率来降低中国制造电动车的价格，而现在，宁德时代将工厂直接开到了特斯拉旁，不仅将从物流上利好特斯拉电池供应链，大幅度降低物流成本；更表达出了两者之间更深层次的绑定。</p>\n<p>从宁德时代的角度来看，不缺客户，但是特斯拉并不只是一个单纯的B端用户，其自身的电池技术也处于领先的地位。特别是即将在得克萨斯州尝试大规模生产新型电池——4680电池，更是处于目前全球领先的地位。</p>\n<p><img src=\"https://static.tigerbbs.com/130016c5086542cb0643439846208ef0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>未来，特斯拉中国超级工厂在解决了电池供应问题之后，将进一步降低成本，并且提升产量，而宁德时代也有可能和特斯拉在电池技术上有更深层次的合作。</p>\n<p>对于特斯拉来说2021年是相当成功的一年，虽然距离100万的全球销量仍然有一定的距离，但是销量翻倍、股价倍增，马斯克登顶世界首富已然让人目不暇接。随着2022年的到来，上海超级工厂、德国工厂进一步提升产量，特斯拉将具有更强的竞争力。</p>\n<p>2021年的特斯拉用超乎寻常的表现，将竞争对手远远甩在身后，建立起了自己全球新能源汽车霸主的地位。现在已经没有人再说起特斯拉前几年烧钱、亏损的困顿，马斯克俨然<a href=\"https://laohu8.com/S/600628\">新世界</a>的代言人，消费者们喜欢他的车，政府欢迎他去建厂，一切似乎都很美好。</p>\n<p>只是，马斯克还是不能离开特斯拉。在短暂缺席财报电话会后，他又回来了，在他的汽车和火星梦中来回奔波。</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>“超级增长”，没有人能阻挡马斯克的魔鬼步伐</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{ 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}\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“超级增长”，没有人能阻挡马斯克的魔鬼步伐\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-08 20:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3646833><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：林嘉浩\n特斯拉的增长似乎没有上限。在今年把马斯克推上世界首富之位后，特斯拉仍然以超高的销量和供应链壁垒，站在新能源汽车之巅，将其他竞争对手远远抛在后面。\n12月7日，特斯拉公布了11月销量数据。11月特斯拉批发销量达到了52,859辆，同比增长111%；这也是特斯拉连续第3个月销量超5万；这5.2万辆车并中21,127辆出口国外，31.732辆交付给国内的消费者。\n而截至11月，特斯拉上海...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3646833\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a54942b02db4e584de862ea105db3e03","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3646833","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1181608993","content_text":"作者：林嘉浩\n特斯拉的增长似乎没有上限。在今年把马斯克推上世界首富之位后，特斯拉仍然以超高的销量和供应链壁垒，站在新能源汽车之巅，将其他竞争对手远远抛在后面。\n12月7日，特斯拉公布了11月销量数据。11月特斯拉批发销量达到了52,859辆，同比增长111%；这也是特斯拉连续第3个月销量超5万；这5.2万辆车并中21,127辆出口国外，31.732辆交付给国内的消费者。\n而截至11月，特斯拉上海超级工厂在2021年度交付量已突破40万辆，达到413,283辆，同比增长242%。\n同行还在为月销破万而欢呼，特斯拉这三个月的快速增长宣告了自己的第一地位牢不可破。这样的领先，预计将随着特斯拉德国工厂的投产而进一步巩固。\n除了销量，对新能源汽车来说更重要的供应链，特斯拉也深耕布局了。当宁德时代选择在特斯拉工厂旁投资电池工厂，这家国内新能源龙头和特斯拉的深度绑定，将使特斯拉变身为宇宙车企，颠覆百年来的汽车工业格局。\n这个世界，已经没有什么能阻挡马斯克了，他那像被上帝还是魔鬼亲吻过的手，指向了人类的未来。\n超级增长\n单看特斯拉的数据可能不觉得有什么，但从整体的数据来看，2021年11月乘用车市场零售181.6万辆，同比下降12.7%，相较2019年11月下降6%，整体走弱，而特斯拉却同比增长111%。\n不仅如此，11月新能源乘用车批发销量达到42.9万辆，其中BEV销量为34.3万辆，也就是说在中国新能源汽车市场，每卖出十辆纯电动的新能源车中就有一辆是特斯拉。\n虽然国内新造车势力在今年11月都收获颇丰，小鹏创下新高销量突破1.5万辆，蔚来交付量也回到正轨，但它们的销量与特斯拉相比不可同日而语，后者几乎是它们的5倍。\n放在传统燃油车领域，连丰田和大众这样的老派汽车品牌都无法做到这样的市场占有率。\n特斯拉的进攻步伐不仅在中国，在美国乃至欧洲市场也是如此。\n特斯拉11月份在德国的汽车销量飙升了234%。特斯拉汽车销量飙升的同时，其他汽车制造商在德国的汽车销量呈相反的势态，处于下降状态。数据显示，德国11月汽车总销量下降了32%。\n\n据了解，无论在中国、还是在德国，特斯拉凭借独特的多供应商芯片供应体系，让其免受缺芯的影响，从而能够在大环境下滑的态势中保持增长。\n不仅德国，特斯拉Model 3 以2833辆的业绩成为9月法国纯电动汽车最畅销车型。而英国汽车工业协会（smmt）数据也显示，特斯拉Model 3以6879辆的交付量登顶汽车畅销总榜。\n此外据eu-evs统计数据显示，特斯拉成为丹麦、瑞士、瑞典、西班牙、荷兰和挪威等欧洲6国的月销量第一品牌，并且品牌份额最低也达到了15%以上。挪威市场中特斯拉甚至以5782辆的月销量，占据当月纯电动汽车份额的40.4%，瑞士市场份额也达到了39.9%。\n更可怕的是，不要认为5万辆是特斯拉订单的极限，它的工厂生产能力也在增长。\n目前在官网订购Model 3和Model Y的交付时间都要等到明年的第一季度，说明国内特斯拉工厂还未能够满足国内消费者。既要交付给海外市场，又要满足国内的消费者，中国特斯拉工厂可以说是“火力全开”也供不应求。\n而据了解，特斯拉将在12月开始在德国启动生产业务，特斯拉柏林超级工厂将正式投入运营，投入运营后，特斯拉的生产能力将得到大大地提升。\n这就意味着上海工厂出口任务将有所缓解，更多的产能将用于国内订单的交付，更快时间的交付，将大大增加特斯拉在国内市场的占有率。\n绑定宁德时代\n众所周知，汽车供应链在当下受到巨大的冲击，缺芯、缺电池困扰着所有厂商，而特斯拉却意图突破这些瓶颈，并且找到了方法。\n目前造车缺的不仅是芯片，更是电池。蔚来创始人李斌曾在蔚来2020年Q4财报电话会议中提到“电池供应链将成为瓶颈”的话题。此前小鹏汽车CEO何小鹏为了从宁德时代顺利拿货，也不得不到宁德蹲守一周。\n当所有人都在为缺电池而担心时，宁德时代将工厂开到了特斯拉的“身边”。\n12月2日，宁德时代成功竞得上海？？临港2幅工业用地地块：自贸区临港新片区04FX-0002单元G10-01地块、G10-02地块。这两块地总建设用地面积82065.10㎡，容积率2.5，最终由宁德时代（上海）智能科技有限公司以底价9507.00万元（77.23万元/亩）成交。\n要知道，这块工业工地北侧约1公里就是特斯拉上海超级工厂。\n\n今年6月初，就有相关知情人士透露，宁德时代正与上海政府就建厂洽谈，计划在上海新建年产80GWh电芯的电池工厂。而当真正落子时，人们才看到，宁德时代和特斯拉的“野心”。\n加上此次将在上海临港建立的新工厂，宁德时代全球生产基地布局将增至7个，总规划产能超过700GWh。\n2020年2月，宁德时代就与特斯拉签订协议，于2020年7月至2022年6月期间向特斯拉供应锂离子动力电池产品。2021年6月28日晚，宁德时代再次发布公告，与特斯拉签订协议，将在2022年1月至2025年12月期间，向特斯拉供应锂离子动力电池产品。\n特斯拉一直在不断通过高度的本土化率来降低中国制造电动车的价格，而现在，宁德时代将工厂直接开到了特斯拉旁，不仅将从物流上利好特斯拉电池供应链，大幅度降低物流成本；更表达出了两者之间更深层次的绑定。\n从宁德时代的角度来看，不缺客户，但是特斯拉并不只是一个单纯的B端用户，其自身的电池技术也处于领先的地位。特别是即将在得克萨斯州尝试大规模生产新型电池——4680电池，更是处于目前全球领先的地位。\n\n未来，特斯拉中国超级工厂在解决了电池供应问题之后，将进一步降低成本，并且提升产量，而宁德时代也有可能和特斯拉在电池技术上有更深层次的合作。\n对于特斯拉来说2021年是相当成功的一年，虽然距离100万的全球销量仍然有一定的距离，但是销量翻倍、股价倍增，马斯克登顶世界首富已然让人目不暇接。随着2022年的到来，上海超级工厂、德国工厂进一步提升产量，特斯拉将具有更强的竞争力。\n2021年的特斯拉用超乎寻常的表现，将竞争对手远远甩在身后，建立起了自己全球新能源汽车霸主的地位。现在已经没有人再说起特斯拉前几年烧钱、亏损的困顿，马斯克俨然新世界的代言人，消费者们喜欢他的车，政府欢迎他去建厂，一切似乎都很美好。\n只是，马斯克还是不能离开特斯拉。在短暂缺席财报电话会后，他又回来了，在他的汽车和火星梦中来回奔波。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606228160,"gmtCreate":1638887510386,"gmtModify":1638887510718,"author":{"id":"3579644221346646","authorId":"3579644221346646","name":"TLC88","avatar":"https://static.tigerbbs.com/70e92e6f93d89c4be15661304799bff0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579644221346646","authorIdStr":"3579644221346646"},"themes":[],"htmlText":"<a 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