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控盘小韭菜
06-08 23:19
$理想汽车(LI)$
6月8日,理想汽车宣布,Livis Day理想汽车软件与人工智能发布会将于6月15日16:30举行,将探讨“具身智能到底是什么?理想在软件和人工智能领域会驶向哪里?”
控盘小韭菜
06-08 15:02
$理想汽车-W(02015)$
真金白银回购还是可以的,比那些装死的公司强!
控盘小韭菜
06-08 12:32
$理想汽车-W(02015)$
【#上海蔚来汽车发生火情#】6月1日,有网友在社交媒体发帖称上海一商场发现火情,不少网友在现场闻到了刺鼻气味。据《东方网》报道,火情系车辆火灾引起,目前具体火灾原因还在调查中。根据现场视频显示,涉事车辆为蔚来品牌旗下汽车,截止到发稿,蔚来暂未对此进行公开回应。
控盘小韭菜
06-05
$理想汽车-W(02015)$
具身智能[得意]
控盘小韭菜
06-05
$理想汽车-W(02015)$
继续加一点 看到 80
控盘小韭菜
06-04
$蔚来(NIO)$
有本事继续砸😡
控盘小韭菜
06-04
$理想汽车-W(02015)$
回购占比 15 个点的交易量,可以的[微笑]
控盘小韭菜
06-03
$理想汽车-W(02015)$
下午继续回购
控盘小韭菜
06-03
$理想汽车-W(02015)$
冲冲冲[财迷]
控盘小韭菜
06-01
$理想汽车(LI)$
该反弹了
控盘小韭菜
05-29
具身智能再进一步[开心]
理想再调基座模型组织:新增3个具身智能部门
控盘小韭菜
05-29
狗比就是你在做空
小摩:降理想汽车-W(02015)目标价至56港元 重申“减持”评级
控盘小韭菜
05-28
死翘翘咯
小鹏集团(09868)一季度股东净亏损17.8亿元 同比亏损扩大168.67%
控盘小韭菜
05-26
靠降价拉销量,看来也是走下坡路了[微笑]
异动解读 | 小鹏集团-W盘中大涨5.19%,GX上市热销叠加首季盈利预期提振
控盘小韭菜
05-19
$理想汽车(LI)$
继续回购
控盘小韭菜
05-18
$理想汽车-W(02015)$
又要开始回购了
控盘小韭菜
05-18
$理想汽车-W(02015)$
加仓了
控盘小韭菜
04-21
牛逼
李想亲自官宣!理想L9 Livis登陆北京车展:搭载全球首个全线控底盘
控盘小韭菜
04-01
$理想汽车-W(02015)$
62 的赶紧卖,撤单你是我孙子[龇牙] [龇牙]
控盘小韭菜
03-27
$纳斯达克100指数(NDX)$
废了废了
去老虎APP查看更多动态
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","text":"$理想汽车-W(02015)$ 继续加一点 看到 80","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/571924977725536","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571604466454960,"gmtCreate":1780586370586,"gmtModify":1780587745964,"author":{"id":"3499255624778112","authorId":"3499255624778112","name":"控盘小韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499255624778112","authorIdStr":"3499255624778112"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 有本事继续砸😡","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 有本事继续砸😡","text":"$蔚来(NIO)$ 有本事继续砸😡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571604466454960","isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571614863840136,"gmtCreate":1780578668440,"gmtModify":1780579028467,"author":{"id":"3499255624778112","authorId":"3499255624778112","name":"控盘小韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499255624778112","authorIdStr":"3499255624778112"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$ </a><v-v data-views=\"1\"></v-v> 回购占比 15 个点的交易量,可以的[微笑] ","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$ </a><v-v data-views=\"1\"></v-v> 回购占比 15 个点的交易量,可以的[微笑] ","text":"$理想汽车-W(02015)$ 回购占比 15 个点的交易量,可以的[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571614863840136","isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571136544651752,"gmtCreate":1780461893378,"gmtModify":1780464619475,"author":{"id":"3499255624778112","authorId":"3499255624778112","name":"控盘小韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499255624778112","authorIdStr":"3499255624778112"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$ </a> 下午继续回购","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$ </a> 下午继续回购","text":"$理想汽车-W(02015)$ 下午继续回购","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571136544651752","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571106726447656,"gmtCreate":1780454618569,"gmtModify":1780456125839,"author":{"id":"3499255624778112","authorId":"3499255624778112","name":"控盘小韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499255624778112","authorIdStr":"3499255624778112"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$ </a><v-v data-views=\"1\"></v-v> 冲冲冲[财迷] ","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$ </a><v-v data-views=\"1\"></v-v> 冲冲冲[财迷] ","text":"$理想汽车-W(02015)$ 冲冲冲[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571106726447656","isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570669546709520,"gmtCreate":1780327826359,"gmtModify":1780328076642,"author":{"id":"3499255624778112","authorId":"3499255624778112","name":"控盘小韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499255624778112","authorIdStr":"3499255624778112"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a><v-v data-views=\"1\"></v-v> 该反弹了","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a><v-v data-views=\"1\"></v-v> 该反弹了","text":"$理想汽车(LI)$ 该反弹了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570669546709520","isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569609019970280,"gmtCreate":1780068914034,"gmtModify":1780070591396,"author":{"id":"3499255624778112","authorId":"3499255624778112","name":"控盘小韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499255624778112","authorIdStr":"3499255624778112"},"themes":[],"title":"","htmlText":"具身智能再进一步[开心] ","listText":"具身智能再进一步[开心] ","text":"具身智能再进一步[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569609019970280","repostId":"2639622362","repostType":2,"repost":{"id":"2639622362","kind":"news","pubTimestamp":1780054367,"share":"https://www.laohu8.com/m/news/2639622362?lang=zh_CN&edition=full","pubTime":"2026-05-29 19:32","market":"us","language":"zh","title":"理想再调基座模型组织:新增3个具身智能部门","url":"https://stock-news.laohu8.com/highlight/detail?id=2639622362","media":"凤凰网科技","summary":"凤凰网科技讯 5月29日,据晚点Auto消息,理想汽车基座模型部门完成新一轮组织调整,新增具身工程、具身交互、具身行为3个具身智能相关二级部门,同时自动驾驶升级为独立二级部门。这是理想今年第二次调整智能驾驶与具身智能相关组织。今年2月,理想已重组智能化部门,形成人形机器人、软件本体、基座模型三个团队。理想一季度财报显示,总营收230亿元,同比下滑11.4%,净亏损23亿元,由盈转亏。","content":"<html><body><p>凤凰网科技讯 5月29日,据晚点Auto消息,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>基座模型部门完成新一轮组织调整,新增具身工程、具身交互、具身行为3个具身智能相关二级部门,同时自动驾驶升级为独立二级部门。调整后,自动驾驶、具身工程、具身行为3个部门直接由基座模型负责人詹锟管理,向<a href=\"https://laohu8.com/S/02015\">理想汽车</a>CTO谢炎汇报。</p><p>这是理想今年第二次调整智能驾驶与具身智能相关组织。今年2月,理想已重组智能化部门,形成人形机器人、软件本体、基座模型三个团队。人形机器人项目代号“Nexus”,首款轮式机器人已有雏形,团队规模约20余人。CEO李想多次公开表示,理想要向AI公司转型,自动驾驶是机器人上半场,人形机器人是下半场。但他也承认,人形机器人的规模化商业化至少还需3年以上。</p><p>理想一季度财报显示,总营收230亿元,同比下滑11.4%,净亏损23亿元,由盈转亏。公司预计全年研发投入120亿元,其中AI相关占比约50%。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_22/C35CDC217605D69A337DE86C2AC364747E86A6C4_size63_w714_h500.jpg\"/></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>理想再调基座模型组织:新增3个具身智能部门</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理想再调基座模型组织:新增3个具身智能部门\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-29 19:32 北京时间 <a href=https://tech.ifeng.com/c/8tWkko0V8Ln><strong>凤凰网科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凤凰网科技讯 5月29日,据晚点Auto消息,理想汽车基座模型部门完成新一轮组织调整,新增具身工程、具身交互、具身行为3个具身智能相关二级部门,同时自动驾驶升级为独立二级部门。调整后,自动驾驶、具身工程、具身行为3个部门直接由基座模型负责人詹锟管理,向理想汽车CTO谢炎汇报。这是理想今年第二次调整智能驾驶与具身智能相关组织。今年2月,理想已重组智能化部门,形成人形机器人、软件本体、基座模型三个团队...</p>\n\n<a href=\"https://tech.ifeng.com/c/8tWkko0V8Ln\">网页链接</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","ROBO":"全球机器人自动化ETF-ROBO","BK4555":"新能源车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4551":"寇图资本持仓","BK4503":"景林资产持仓","BK4548":"巴美列捷福持仓","BK4563":"昨日强势股","LI":"理想汽车","BK4588":"碎股","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念"},"source_url":"https://tech.ifeng.com/c/8tWkko0V8Ln","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2639622362","content_text":"凤凰网科技讯 5月29日,据晚点Auto消息,理想汽车基座模型部门完成新一轮组织调整,新增具身工程、具身交互、具身行为3个具身智能相关二级部门,同时自动驾驶升级为独立二级部门。调整后,自动驾驶、具身工程、具身行为3个部门直接由基座模型负责人詹锟管理,向理想汽车CTO谢炎汇报。这是理想今年第二次调整智能驾驶与具身智能相关组织。今年2月,理想已重组智能化部门,形成人形机器人、软件本体、基座模型三个团队。人形机器人项目代号“Nexus”,首款轮式机器人已有雏形,团队规模约20余人。CEO李想多次公开表示,理想要向AI公司转型,自动驾驶是机器人上半场,人形机器人是下半场。但他也承认,人形机器人的规模化商业化至少还需3年以上。理想一季度财报显示,总营收230亿元,同比下滑11.4%,净亏损23亿元,由盈转亏。公司预计全年研发投入120亿元,其中AI相关占比约50%。","news_type":1,"symbols_score_info":{"ROBO":0.9,"LI":0.84,"EVS.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569582098584200,"gmtCreate":1780062337496,"gmtModify":1780062584607,"author":{"id":"3499255624778112","authorId":"3499255624778112","name":"控盘小韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499255624778112","authorIdStr":"3499255624778112"},"themes":[],"title":"","htmlText":"狗比就是你在做空","listText":"狗比就是你在做空","text":"狗比就是你在做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569582098584200","repostId":"2639628040","repostType":2,"repost":{"id":"2639628040","kind":"news","pubTimestamp":1780044588,"share":"https://www.laohu8.com/m/news/2639628040?lang=zh_CN&edition=full","pubTime":"2026-05-29 16:49","market":"us","language":"zh","title":"小摩:降理想汽车-W(02015)目标价至56港元 重申“减持”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2639628040","media":"智通财经","summary":"智通财经APP获悉,摩根大通发布研报称,理想汽车-W首季业绩大致符合市场预期,但较该行预测低约15%。通对理想汽车的长期看法维持审慎,认为竞争激烈的市场环境意味着销量及盈利上行惊喜的潜在空间有限。该行维持对理想汽车的“减持”评级,港股目标价由60港元下调至56港元,理想目标价则由15.5美元降至14美元。","content":"<html><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>发布研报称,<a href=\"https://laohu8.com/S/02015\">理想汽车-W</a>(02015)首季业绩大致符合市场预期,但较该行预测低约15%。通对<a href=\"https://laohu8.com/S/LI\">理想汽车</a>的长期看法维持审慎,认为竞争激烈的市场环境意味着销量及盈利上行惊喜的潜在空间有限。该行维持对理想汽车的“减持”评级,港股目标价由60港元下调至56港元,理想(LI.US)目标价则由15.5美元降至14美元。</p><p>管理层在业绩会上提出多项策略,包括产品组合升级,新型L9及即将推出的L8将强化高端SUV定位,有助第二季起毛利率逐步恢复; 海外扩张方面,L系列EREV已进入中东及<a href=\"https://laohu8.com/S/300512\">中亚</a>,5月起进一步拓展东南亚,纯电动车(BEV)将于2026年下半年登陆欧洲,右辕产品其后会进入香港及新加坡市场。此外,公司自主研发的M100 AI芯片及VLA大模型被定位为下一代技术核心。</p><p>然而,小摩指出,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏、华为、<a href=\"https://laohu8.com/S/XIACY\">小米</a>、<a href=\"https://laohu8.com/S/ZK\">极氪</a>及零跑等多个中国竞争对手,正推出在价格、规格、渠道及目标家庭买家群方面与理想核心产品重叠度越来越高的EREV及BEV产品,可能影响收入增长动力,同时价格竞争、促销及投入成本通胀或持续对利润率构成压力。</p></body></html>","source":"stock_zhitongcaijing","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>小摩:降理想汽车-W(02015)目标价至56港元 重申“减持”评级</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小摩:降理想汽车-W(02015)目标价至56港元 重申“减持”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-29 16:49 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1447742.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,摩根大通发布研报称,理想汽车-W(02015)首季业绩大致符合市场预期,但较该行预测低约15%。通对理想汽车的长期看法维持审慎,认为竞争激烈的市场环境意味着销量及盈利上行惊喜的潜在空间有限。该行维持对理想汽车的“减持”评级,港股目标价由60港元下调至56港元,理想(LI.US)目标价则由15.5美元降至14美元。管理层在业绩会上提出多项策略,包括产品组合升级,新型L9及即将推出...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1447742.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1119":"汽车制造商","BK1588":"回港中概股","LI":"理想汽车","02015":"理想汽车-W","BK1587":"次新股","BK1539":"汽车股","BK1575":"同股不同权","LU1720050803.USD":"安联全方位中国股票基金","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD"},"source_url":"http://www.zhitongcaijing.com/content/detail/1447742.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2639628040","content_text":"智通财经APP获悉,摩根大通发布研报称,理想汽车-W(02015)首季业绩大致符合市场预期,但较该行预测低约15%。通对理想汽车的长期看法维持审慎,认为竞争激烈的市场环境意味着销量及盈利上行惊喜的潜在空间有限。该行维持对理想汽车的“减持”评级,港股目标价由60港元下调至56港元,理想(LI.US)目标价则由15.5美元降至14美元。管理层在业绩会上提出多项策略,包括产品组合升级,新型L9及即将推出的L8将强化高端SUV定位,有助第二季起毛利率逐步恢复; 海外扩张方面,L系列EREV已进入中东及中亚,5月起进一步拓展东南亚,纯电动车(BEV)将于2026年下半年登陆欧洲,右辕产品其后会进入香港及新加坡市场。此外,公司自主研发的M100 AI芯片及VLA大模型被定位为下一代技术核心。然而,小摩指出,蔚来、小鹏、华为、小米、极氪及零跑等多个中国竞争对手,正推出在价格、规格、渠道及目标家庭买家群方面与理想核心产品重叠度越来越高的EREV及BEV产品,可能影响收入增长动力,同时价格竞争、促销及投入成本通胀或持续对利润率构成压力。","news_type":1,"symbols_score_info":{"02015":1.96,"LI":1.96}},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569177576768936,"gmtCreate":1779963655139,"gmtModify":1779964115763,"author":{"id":"3499255624778112","authorId":"3499255624778112","name":"控盘小韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499255624778112","authorIdStr":"3499255624778112"},"themes":[],"title":"","htmlText":"死翘翘咯","listText":"死翘翘咯","text":"死翘翘咯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569177576768936","repostId":"2638669294","repostType":2,"repost":{"id":"2638669294","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点,打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经,将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1779960036,"share":"https://www.laohu8.com/m/news/2638669294?lang=zh_CN&edition=full","pubTime":"2026-05-28 17:20","market":"nz","language":"zh","title":"小鹏集团(09868)一季度股东净亏损17.8亿元 同比亏损扩大168.67%","url":"https://stock-news.laohu8.com/highlight/detail?id=2638669294","media":"金吾财讯","summary":"金吾财讯 | 小鹏集团 公布2026年第一季度业绩,普通股股东应占净亏损17.84亿元,同比亏损扩大168.67%;普通股股东应占每股普通股基本净亏损0.93元。期内,总收入为130.3亿元,同比减少17.6%,环比下降41.4%;汽车销售收入为110亿元,同比减少23.5%,环比下降42.3%。季度汽车交付量为62,682辆,同比下降33.3%。期内,集团毛利为26.83亿元,同比增长9.07%。其中汽车毛利率为12.1%,同比上升1.6个百分点。总收入将介乎196.0亿元至208.0亿元,按年增加约7.25%至13.82%,按季增加约50.38%至59.59%。","content":"<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/XPEV\">小鹏集团</a>(09868)公布2026年第一季度业绩,普通股股东应占净亏损17.84亿元(人民币,下同),同比亏损扩大168.67%;普通股股东应占每股普通股基本净亏损0.93元。</p><p>期内,总收入为130.3亿元,同比减少17.6%,环比下降41.4%;汽车销售收入为110亿元,同比减少23.5%,环比下降42.3%。季度汽车交付量为62,682辆,同比下降33.3%。</p><p>期内,集团毛利为26.83亿元,同比增长9.07%。毛利率为20.6%,同比上升5.0个百分点。其中汽车毛利率为12.1%,同比上升1.6个百分点。</p><p>期内,研发开支为29.1亿元,同比增长46.8%,销售、一般及行政开支为18.8亿元,同比减少3.2%,环比下降32.5%。</p><p>展望第二季度,汽车交付量将介乎10万至10.6万辆,按年变动约-3.08%至+2.73%,按季增加约59.54%至69.11%。总收入将介乎196.0亿元至208.0亿元,按年增加约7.25%至13.82%,按季增加约50.38%至59.59%。</p></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>小鹏集团(09868)一季度股东净亏损17.8亿元 同比亏损扩大168.67%</title>\n<style 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}\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小鹏集团(09868)一季度股东净亏损17.8亿元 同比亏损扩大168.67%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-05-28 17:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/XPEV\">小鹏集团</a>(09868)公布2026年第一季度业绩,普通股股东应占净亏损17.84亿元(人民币,下同),同比亏损扩大168.67%;普通股股东应占每股普通股基本净亏损0.93元。</p><p>期内,总收入为130.3亿元,同比减少17.6%,环比下降41.4%;汽车销售收入为110亿元,同比减少23.5%,环比下降42.3%。季度汽车交付量为62,682辆,同比下降33.3%。</p><p>期内,集团毛利为26.83亿元,同比增长9.07%。毛利率为20.6%,同比上升5.0个百分点。其中汽车毛利率为12.1%,同比上升1.6个百分点。</p><p>期内,研发开支为29.1亿元,同比增长46.8%,销售、一般及行政开支为18.8亿元,同比减少3.2%,环比下降32.5%。</p><p>展望第二季度,汽车交付量将介乎10万至10.6万辆,按年变动约-3.08%至+2.73%,按季增加约59.54%至69.11%。总收入将介乎196.0亿元至208.0亿元,按年增加约7.25%至13.82%,按季增加约50.38%至59.59%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250106/Y2FjYzM2ZjVkNmViNDY5NDhhYTU3OGYxNjgyNDE4NTMzOTA5MjkzNzI=.jpg","relate_stocks":{"XPEV":"小鹏集团","BK1588":"回港中概股","BK1610":"ETF&股票定投概念","BK1119":"汽车制造商","BK1587":"次新股","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK1575":"同股不同权","09868":"小鹏集团-W","BK1539":"汽车股"},"source_url":"1982447","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2638669294","content_text":"金吾财讯 | 小鹏集团(09868)公布2026年第一季度业绩,普通股股东应占净亏损17.84亿元(人民币,下同),同比亏损扩大168.67%;普通股股东应占每股普通股基本净亏损0.93元。期内,总收入为130.3亿元,同比减少17.6%,环比下降41.4%;汽车销售收入为110亿元,同比减少23.5%,环比下降42.3%。季度汽车交付量为62,682辆,同比下降33.3%。期内,集团毛利为26.83亿元,同比增长9.07%。毛利率为20.6%,同比上升5.0个百分点。其中汽车毛利率为12.1%,同比上升1.6个百分点。期内,研发开支为29.1亿元,同比增长46.8%,销售、一般及行政开支为18.8亿元,同比减少3.2%,环比下降32.5%。展望第二季度,汽车交付量将介乎10万至10.6万辆,按年变动约-3.08%至+2.73%,按季增加约59.54%至69.11%。总收入将介乎196.0亿元至208.0亿元,按年增加约7.25%至13.82%,按季增加约50.38%至59.59%。","news_type":1,"symbols_score_info":{"09868":1.97,"XPEV":1.97}},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568433993417312,"gmtCreate":1779799034569,"gmtModify":1779801570331,"author":{"id":"3499255624778112","authorId":"3499255624778112","name":"控盘小韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499255624778112","authorIdStr":"3499255624778112"},"themes":[],"title":"","htmlText":"靠降价拉销量,看来也是走下坡路了[微笑] ","listText":"靠降价拉销量,看来也是走下坡路了[微笑] ","text":"靠降价拉销量,看来也是走下坡路了[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568433993417312","repostId":"1126590196","repostType":2,"repost":{"id":"1126590196","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":1779759896,"share":"https://www.laohu8.com/m/news/1126590196?lang=zh_CN&edition=full","pubTime":"2026-05-26 09:44","market":"us","language":"zh","title":"异动解读 | 小鹏集团-W盘中大涨5.19%,GX上市热销叠加首季盈利预期提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1126590196","media":"异动解读","summary":"小鹏集团-W今日盘中大涨5.19%,引起了市场的广泛关注。消息面上,小鹏旗舰SUV小鹏GX于近期正式上市,起售价较预售价低超10万元,上市12小时大定超2.4万辆,高配版订单占比超八成,显示出强劲的市场需求。此外,公司即将召开董事会审批一季度业绩,市场普遍预期小鹏将首次实现单季度盈利转正,这极大地提振了投资者信心。同时,港股汽车板块近期受新能源车出口高增及智能驾驶政策催化持续回暖,也为个股提供了估值修复的动力。","content":"<p>小鹏集团-W今日盘中大涨5.19%,引起了市场的广泛关注。</p><p>消息面上,小鹏旗舰SUV小鹏GX于近期正式上市,起售价较预售价低超10万元,上市12小时大定超2.4万辆,高配版订单占比超八成,显示出强劲的市场需求。此外,公司即将召开董事会审批一季度业绩,市场普遍预期小鹏将首次实现单季度盈利转正,这极大地提振了投资者信心。同时,港股汽车板块近期受新能源车出口高增及智能驾驶政策催化持续回暖,也为个股提供了估值修复的动力。</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 | 小鹏集团-W盘中大涨5.19%,GX上市热销叠加首季盈利预期提振</title>\n<style 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09:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>小鹏集团-W今日盘中大涨5.19%,引起了市场的广泛关注。</p><p>消息面上,小鹏旗舰SUV小鹏GX于近期正式上市,起售价较预售价低超10万元,上市12小时大定超2.4万辆,高配版订单占比超八成,显示出强劲的市场需求。此外,公司即将召开董事会审批一季度业绩,市场普遍预期小鹏将首次实现单季度盈利转正,这极大地提振了投资者信心。同时,港股汽车板块近期受新能源车出口高增及智能驾驶政策催化持续回暖,也为个股提供了估值修复的动力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126590196","content_text":"小鹏集团-W今日盘中大涨5.19%,引起了市场的广泛关注。消息面上,小鹏旗舰SUV小鹏GX于近期正式上市,起售价较预售价低超10万元,上市12小时大定超2.4万辆,高配版订单占比超八成,显示出强劲的市场需求。此外,公司即将召开董事会审批一季度业绩,市场普遍预期小鹏将首次实现单季度盈利转正,这极大地提振了投资者信心。同时,港股汽车板块近期受新能源车出口高增及智能驾驶政策催化持续回暖,也为个股提供了估值修复的动力。","news_type":1,"symbols_score_info":{"09868":1}},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565930456667384,"gmtCreate":1779200944201,"gmtModify":1779200946566,"author":{"id":"3499255624778112","authorId":"3499255624778112","name":"控盘小韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499255624778112","authorIdStr":"3499255624778112"},"themes":[],"title":"","htmlText":"<a 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19:06","market":"us","language":"zh","title":"李想亲自官宣!理想L9 Livis登陆北京车展:搭载全球首个全线控底盘","url":"https://stock-news.laohu8.com/highlight/detail?id=2628742293","media":"快科技","summary":"快科技4月20日消息,今日,理想汽车CEO李想在社交媒体正式官宣,全新一代理想L9 Livis将于4月24日北京车展正式发布。新车亮点十足,将搭载全球首个“完全体”全线控底盘。底盘部分,新车配备800V全主动悬架,单轮举升力超万牛,无需防倾杆即可实现毫秒级响应,带来“反物理”车身姿态。核心配置堪称重磅,新车搭载2颗5nm自研马赫100芯片,有效算力达到英伟达Thor-U的3倍,并搭载4颗激光雷达。","content":"<html><body><p>快科技4月20日消息,今日,<strong><a href=\"https://laohu8.com/S/LI\">理想汽车</a>CEO李想在社交媒体正式官宣,全新一代理想L9 Livis将于4月24日北京车展正式发布。</strong></p><p><strong>新车亮点十足,将搭载全球首个“完全体”全线控底盘。</strong></p><p>全线控底盘集成线控转向、四轮转向与全电控机械制动(EMB),转向、制动、电驱多重安全冗余,实现“直觉级”响应。</p><p>底盘部分,新车配备800V全主动悬架,单轮举升力超万牛,无需防倾杆即可实现毫秒级响应,带来“反物理”车身姿态。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_17/1B0144D81EB4E04208CB407C76ABAA7527BF2531_size297_w600_h476.png\"/></p><p>外观方面,新车延续家族设计语言,提供定制双色车身,采用三重喷漆与无阶差手工打磨工艺。</p><p>配备ABB像素大灯、三色星环灯与22英寸轮圈,车顶搭载侧向固态激光雷达,实现360度感知覆盖,科技感与辨识度拉满。</p><p><img 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[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441178396324008","repostId":"1153533471","repostType":2,"repost":{"id":"1153533471","kind":"news","pubTimestamp":1748743184,"share":"https://www.laohu8.com/m/news/1153533471?lang=zh_CN&edition=full","pubTime":"2025-06-01 09:59","market":"sh","language":"zh","title":"人民日报评论:新能源汽车,“价格战”兴奋剂决不能打","url":"https://stock-news.laohu8.com/highlight/detail?id=1153533471","media":"人民日报评论","summary":"给无序“价格战”踩下刹车。","content":"<html><head></head><body><p style=\"text-align: justify;\">针对近日车企掀起新一轮“价格战”,中国汽车工业协会发布《关于维护公平竞争秩序,促进行业健康发展的倡议》,明确表示反对。工信部亦表态支持倡议,强调“‘价格战’没有赢家,更没有未来”。明确的信号、坚决的态度,给无序“价格战”踩下刹车,可谓及时。</p><p style=\"text-align: justify;\"><strong>这两年,一些车企口口声声反对“内卷式”竞争,却又不断扣动“价格战”扳机,严重影响行业生态与市场秩序,冲击产业链供应链安全。</strong>数据显示,2024年汽车行业利润率仅为4.3%,低于整个下游工业利润率及2023年水平;今年一季度,利润率进一步下降到3.9%。一边是屡创新高的产销量和良好口碑,另一边却是“越造越赔”“增收不增利”的困境。这样的背离意味着行业处于亚健康状态,不可能持久。</p><p style=\"text-align: justify;\"><strong>“价格战”硝烟弥漫,深层次的隐患重重。</strong>供应商的利润空间与应收账款、生产工人的薪酬待遇、产品的质量与安全、售后服务等消费者合法权益,才是最终的伤害承受者。低价低质产品还会大幅消耗“中国制造”好不容易积攒的国际形象与口碑。殷鉴不远。在上世纪90年代末,国产摩托车凭借物美价廉,畅销东南亚市场。但好景不长,价格战最终导致产品力下滑,不仅失去了市场份额,更让中国制造的口碑急转直下。<strong>今天,我们决不能让国产摩托车的“滑铁卢”在新能源汽车产业上演。</strong></p><p style=\"text-align: justify;\"><strong>中国制造在许多领域之所以能从跟跑实现领跑,最主要靠的不是低价,而是创新。</strong>曾经,不到10万的国产油车无人问津;如今,20多万的国产新能源车“一车难求”……蜕变背后,在于有智能驾驶、先进电池、智能座舱等技术创新的支撑。今天的中国制造,正处于从“价格导向”到“价值导向”跃升的关键阶段。</p><p style=\"text-align: justify;\">眼下,新能源汽车产业发展一日千里,各国车企也在加大投入研发新技术新产品,中国车企尽管颇有优势,但远没有到大幅领先、高枕无忧的境地。车企须坚守长期主义发展理念,通过技术创新、管理创新降低生产成本,给广大消费者带来更优质、更具性价比的产品。<strong>莫要在资本裹挟下扭曲商业逻辑,只会用价格战来追求短期市值和股价。否则,等资本套现离场后,产业就只剩“赔本赚吆喝”的空壳,出海进程也将被迟滞。</strong></p><p style=\"text-align: justify;\">从治理角度看,整治无序“价格战”,也急需新思路、新举措。如何界定“不合理低价”?如何甄别有效竞争与“内卷式”竞争?既出手果决,又审慎包容,定能为国产汽车踩下高质量发展的“电门”,为中国制造打开更广阔发展空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d61a8033f8edc4113acbfd5993c00cd\" alt=\"\" title=\"\" 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class=\"title\">\n人民日报评论:新能源汽车,“价格战”兴奋剂决不能打\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-01 09:59 北京时间 <a href=https://mp.weixin.qq.com/s/geiDe7oUB84sBaFsttYC4g><strong>人民日报评论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>针对近日车企掀起新一轮“价格战”,中国汽车工业协会发布《关于维护公平竞争秩序,促进行业健康发展的倡议》,明确表示反对。工信部亦表态支持倡议,强调“‘价格战’没有赢家,更没有未来”。明确的信号、坚决的态度,给无序“价格战”踩下刹车,可谓及时。这两年,一些车企口口声声反对“内卷式”竞争,却又不断扣动“价格战”扳机,严重影响行业生态与市场秩序,冲击产业链供应链安全。数据显示,2024年汽车行业利润率仅为...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/geiDe7oUB84sBaFsttYC4g\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e38705d9555b06422a2ea18bea45f02d","relate_stocks":{"01211":"比亚迪股份","002594":"比亚迪"},"source_url":"https://mp.weixin.qq.com/s/geiDe7oUB84sBaFsttYC4g","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153533471","content_text":"针对近日车企掀起新一轮“价格战”,中国汽车工业协会发布《关于维护公平竞争秩序,促进行业健康发展的倡议》,明确表示反对。工信部亦表态支持倡议,强调“‘价格战’没有赢家,更没有未来”。明确的信号、坚决的态度,给无序“价格战”踩下刹车,可谓及时。这两年,一些车企口口声声反对“内卷式”竞争,却又不断扣动“价格战”扳机,严重影响行业生态与市场秩序,冲击产业链供应链安全。数据显示,2024年汽车行业利润率仅为4.3%,低于整个下游工业利润率及2023年水平;今年一季度,利润率进一步下降到3.9%。一边是屡创新高的产销量和良好口碑,另一边却是“越造越赔”“增收不增利”的困境。这样的背离意味着行业处于亚健康状态,不可能持久。“价格战”硝烟弥漫,深层次的隐患重重。供应商的利润空间与应收账款、生产工人的薪酬待遇、产品的质量与安全、售后服务等消费者合法权益,才是最终的伤害承受者。低价低质产品还会大幅消耗“中国制造”好不容易积攒的国际形象与口碑。殷鉴不远。在上世纪90年代末,国产摩托车凭借物美价廉,畅销东南亚市场。但好景不长,价格战最终导致产品力下滑,不仅失去了市场份额,更让中国制造的口碑急转直下。今天,我们决不能让国产摩托车的“滑铁卢”在新能源汽车产业上演。中国制造在许多领域之所以能从跟跑实现领跑,最主要靠的不是低价,而是创新。曾经,不到10万的国产油车无人问津;如今,20多万的国产新能源车“一车难求”……蜕变背后,在于有智能驾驶、先进电池、智能座舱等技术创新的支撑。今天的中国制造,正处于从“价格导向”到“价值导向”跃升的关键阶段。眼下,新能源汽车产业发展一日千里,各国车企也在加大投入研发新技术新产品,中国车企尽管颇有优势,但远没有到大幅领先、高枕无忧的境地。车企须坚守长期主义发展理念,通过技术创新、管理创新降低生产成本,给广大消费者带来更优质、更具性价比的产品。莫要在资本裹挟下扭曲商业逻辑,只会用价格战来追求短期市值和股价。否则,等资本套现离场后,产业就只剩“赔本赚吆喝”的空壳,出海进程也将被迟滞。从治理角度看,整治无序“价格战”,也急需新思路、新举措。如何界定“不合理低价”?如何甄别有效竞争与“内卷式”竞争?既出手果决,又审慎包容,定能为国产汽车踩下高质量发展的“电门”,为中国制造打开更广阔发展空间。","news_type":1,"symbols_score_info":{"01211":1.1,"002594":1.1}},"isVote":1,"tweetType":1,"viewCount":2585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424675949392464,"gmtCreate":1744712424394,"gmtModify":1744712431843,"author":{"id":"3499255624778112","authorId":"3499255624778112","name":"控盘小韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499255624778112","authorIdStr":"3499255624778112"},"themes":[],"title":"","htmlText":"对商家好,对骑手好,还要求利润,涨价指日可待,[微笑] ","listText":"对商家好,对骑手好,还要求利润,涨价指日可待,[微笑] ","text":"对商家好,对骑手好,还要求利润,涨价指日可待,[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/424675949392464","repostId":"1162776790","repostType":2,"repost":{"id":"1162776790","kind":"news","pubTimestamp":1744711810,"share":"https://www.laohu8.com/m/news/1162776790?lang=zh_CN&edition=full","pubTime":"2025-04-15 18:10","market":"hk","language":"zh","title":"刘强东内部讲话曝光:要求京东外卖利润率不高于5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1162776790","media":"新浪科技","summary":"要让骑手更有保障。","content":"<html><head></head><body><p>近日,一段京东创始人、董事会主席刘强东2024年内部讲话的线上会议视频流出。</p><p style=\"text-align: start;\">刘强东谈到:“我给京东外卖定一条规矩,京东外卖永远赚的净利润不允许超过5%。超过5%,我要处分人的。我们一定要在行业里面,按照三毛五的理论,来约束自己的赚钱能力、赚钱欲望。”</p><p style=\"text-align: start;\">据了解,刘强东曾提过一个著名的“三毛五理论”:如果京东有机会获取一元利润,不会全部据为己有,只拿走七毛,另外三毛留给合作伙伴;拿走的七毛,其中三毛五留给团队,剩余三毛五用于公司持续发展。</p><p style=\"text-align: start;\">此外,刘强东还要求给全职骑手上五险一金、给兼职骑手提供意外险和健康医疗险,要让骑手更有保障。只做品质堂食外卖,不靠算法压榨外卖骑手和商家,要让用户能放心吃。</p><p style=\"text-align: start;\">今年3月1日,京东率先启动为全职外卖骑手缴纳“五险一金”,为兼职骑手提供意外险和健康医疗险。3月20日,京东外卖宣布,已与超1万名全职骑手签署正式劳动合同,正逐步落实五险一金的缴纳工作。</p></body></html>","source":"sina_tech","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>刘强东内部讲话曝光:要求京东外卖利润率不高于5%</title>\n<style 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href=\"https://finance.sina.com.cn/tech/2025-04-15/doc-inetftfs8396654.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e654087b079c95ca8f5256e1f9695a40","relate_stocks":{"JD":"京东","09618":"京东集团-SW"},"source_url":"https://finance.sina.com.cn/tech/2025-04-15/doc-inetftfs8396654.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162776790","content_text":"近日,一段京东创始人、董事会主席刘强东2024年内部讲话的线上会议视频流出。刘强东谈到:“我给京东外卖定一条规矩,京东外卖永远赚的净利润不允许超过5%。超过5%,我要处分人的。我们一定要在行业里面,按照三毛五的理论,来约束自己的赚钱能力、赚钱欲望。”据了解,刘强东曾提过一个著名的“三毛五理论”:如果京东有机会获取一元利润,不会全部据为己有,只拿走七毛,另外三毛留给合作伙伴;拿走的七毛,其中三毛五留给团队,剩余三毛五用于公司持续发展。此外,刘强东还要求给全职骑手上五险一金、给兼职骑手提供意外险和健康医疗险,要让骑手更有保障。只做品质堂食外卖,不靠算法压榨外卖骑手和商家,要让用户能放心吃。今年3月1日,京东率先启动为全职外卖骑手缴纳“五险一金”,为兼职骑手提供意外险和健康医疗险。3月20日,京东外卖宣布,已与超1万名全职骑手签署正式劳动合同,正逐步落实五险一金的缴纳工作。","news_type":1,"symbols_score_info":{"09618":1.1,"JD":1.1}},"isVote":1,"tweetType":1,"viewCount":3148,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203379066258590","authorId":"4203379066258590","name":"林林是小白","avatar":"https://static.tigerbbs.com/0dbc63147de18fa0ad7cf0930594d310","crmLevel":1,"crmLevelSwitch":0,"idStr":"4203379066258590","authorIdStr":"4203379066258590"},"content":"你是不知道美团利润多高吧","text":"你是不知道美团利润多高吧","html":"你是不知道美团利润多高吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571614863840136,"gmtCreate":1780578668440,"gmtModify":1780579028467,"author":{"id":"3499255624778112","authorId":"3499255624778112","name":"控盘小韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499255624778112","authorIdStr":"3499255624778112"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$ </a><v-v data-views=\"1\"></v-v> 回购占比 15 个点的交易量,可以的[微笑] ","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$ </a><v-v data-views=\"1\"></v-v> 回购占比 15 个点的交易量,可以的[微笑] ","text":"$理想汽车-W(02015)$ 回购占比 15 个点的交易量,可以的[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571614863840136","isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}