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07-01 19:07

大力营销，通过抹黑对手，打击对手来持续提升竞增力

对话蔚来李斌：汽车告别高增长周期，搭建可持续的体系能力是关键

01-09

$理想汽车(LI)$ 这个公司财务造假？？？

2025-12-04

$理想汽车(LI)$ [得意]

2025-11-19

$理想汽车(LI)$ 公司出事了

2025-11-19

$理想汽车(LI)$ 不行啦

2024-05-21

$Faraday Future(FFIE)$ 在29号贾跃亭发布会前后还有一波暴涨

2023-11-24

法拉第总算找到了自己的战略定位

法拉第未来宣布进军中东市场并签署战略合作协议

2020-05-23

$华米科技(HMI)$下一个瑞辛

2020-04-27

$蔚来(NIO)$这个垃圾又开始拉高收割了。

2019-05-02

$优信(UXIN)$应该是内部出问题了，可以继续做空

去老虎APP查看更多动态

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15:14","market":"sh","language":"zh","title":"对话蔚来李斌：汽车告别高增长周期，搭建可持续的体系能力是关键","url":"https://stock-news.laohu8.com/highlight/detail?id=2648351821","media":"新京报","summary":"“中国汽车行业已经告别单边高增长增量时代，全面进入存量替换周期，这是行业成熟的正常表现，无需过度悲观。”蔚来创始人李斌近日在蔚来ES8交付八周年暨0001号典藏车型捐赠仪式上接受新京报贝壳财经记者采访，分享了他对中国车市销量承压的思考。对于AI走热对汽车的阶段性挑战，他认为智能电动汽车早已不是传统交通工具，而是可成长的智能体、能源载体，产业纵深、商业空间远超过去的燃油车时代。","content":"<div>\n<p>“中国汽车行业已经告别单边高增长增量时代，全面进入存量替换周期，这是行业成熟的正常表现，无需过度悲观。”蔚来创始人李斌近日在NIO\" target=\"_blank\" web=\"1\">蔚来ES8交付八周年暨0001号典藏车型捐赠仪式上接受新京报贝壳财经记者采访，分享了他对中国车市销量承压的思考。　　对于AI走热对汽车的阶段性挑战，他认为智能电动汽车早已不是传统交通工具，而是可成长的智能体、能源载体，...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202607013790151221.html\">网页链接</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 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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对话蔚来李斌：汽车告别高增长周期，搭建可持续的体系能力是关键\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-01 15:14 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202607013790151221.html><strong>新京报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“中国汽车行业已经告别单边高增长增量时代，全面进入存量替换周期，这是行业成熟的正常表现，无需过度悲观。”蔚来创始人李斌近日在NIO\" target=\"_blank\" web=\"1\">蔚来ES8交付八周年暨0001号典藏车型捐赠仪式上接受新京报贝壳财经记者采访，分享了他对中国车市销量承压的思考。　　对于AI走热对汽车的阶段性挑战，他认为智能电动汽车早已不是传统交通工具，而是可成长的智能体、能源载体，...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202607013790151221.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":{"BK4505":"高瓴资本持仓","BK4504":"桥水持仓","LU0052750758.USD":"富兰克林中国基金A Acc","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4588":"碎股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4509":"腾讯概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","NIO.SI":"蔚来","BK4531":"中概回港概念","09866":"蔚来-SW","BK4099":"汽车制造商","BK4526":"热门中概股","NIO":"蔚来","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4555":"新能源车","NIOG":"2倍做多NIO ETF-Leverage 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web=\"1\">蔚来ES8交付八周年暨0001号典藏车型捐赠仪式上接受新京报贝壳财经记者采访，分享了他对中国车市销量承压的思考。　　对于AI走热对汽车的阶段性挑战，他认为智能电动汽车早已不是传统交通工具，而是可成长的智能体、能源载体，产业纵深、商业空间远超过去的燃油车时代。　　以体系能力对抗“新车效应死亡谷”　　新京报贝壳财经：当下行业普遍存在“新车效应死亡谷”，新车热度快速消退、销量波动大，你如何看待？车企该如何跳出这种迭代陷阱？　　李斌：“新车效应死亡谷”是智能电动时代的典型行业特征。技术迭代速度加快、配置同质化提速、市场上新节奏密集，导致用户观望情绪加重，新车短期热销后快速回落，这已成为行业普遍难题。　　想要摆脱这种波动，不能靠单点产品或营销突围，核心是搭建长期可持续的体系能力。首先，产品定义要回归用户高频刚需，把空间、舒适性、日常驾乘体验这些长期不变的价值放在首位，而非追逐短期技术噱头。其次，智能硬件要预留充足迭代余量，前期高规格硬件铺垫，配合长期OTA软件升级，让车辆全生命周期保持体验更新，拉长产品生命力。　　新京报贝壳财经：行业同质化越来越严重，未来市场竞争的核心变量是什么？　　李斌：随着技术快速收敛，各家硬件、参数、智驾能力逐步拉平，单纯的产品参数差异，已经无法决定用户选择。接下来用户购车会从“比配置选车型”，转向“认品牌选产品”，品牌理念、长期口碑、设计体系、服务稳定性，会成为核心决策因素。同时，细分市场也在快速迭代，大五座纯电市场正在加速替代增程路线，随着补能网络持续完善，今年三季度纯电车型有望实现反超。　　新京报贝壳财经：ES8历经三代迭代，从初代成功、二代遇冷到三代回暖，背后折射出怎样的产品迭代逻辑？　　李斌：三代ES8的迭代，是蔚来从“技术优先”走向“用户价值优先”的过程。初代ES8在行业空白期，以突破性技术和全新用户体验，重新定义了高端纯电标准。二代车型技术储备充足，但陷入行业普遍的配置“内卷”，成本投入分散，没有聚焦用户高感知体验，导致市场表现不及预期。　　三代车型最大的改变，是建立了严格的用户价值排序体系，每一分研发和物料成本，都聚焦用户真实高频场景，主动舍弃无效堆砌配置，在技术领先、用户体验与健康毛利之间找到平衡，这也是当前车企突破“内卷”的核心逻辑。　　存量周期已至　　新京报贝壳财经：当前汽车终端零售承压、资本市场估值持续承压，行业焦虑情绪明显，你如何判断当前行业整体周期？　　李斌：中国汽车行业已经告别单边高增长增量时代，全面进入存量替换周期，这是行业成熟的正常表现，无需过度悲观。国内汽车保有量接近3.8亿台，市场从普及型消费转向替换型消费，销量阶段性波动是常态。　　现阶段汽车板块估值承压，更多是外部AI产业资金虹吸带来的阶段性现象，并非行业价值下行。智能电动汽车早已不是传统交通工具，而是可成长的智能体、能源载体，产业纵深、商业空间远超过去的燃油车时代。长期来看，依托出海增量，中国汽车品牌具备冲击4000万台全球规模的潜力，行业依旧有巨大成长空间，车企需要保持战略定力。　　新京报贝壳财经：目前很多车企依赖上游供应链核心部件，自身缺乏自研能力，利润空间和用户认知被上游分摊，如何看待行业价值链重构趋势？　　李斌：行业竞争已经从“整合供应链”转向“自研定义价值”。单纯组装供应链配置的模式，只能赚取低端制造利润，无法形成品牌壁垒，用户心智和高附加值环节都会被上游拿走。　　未来头部车企的核心竞争力集中在自研智能体系、自主电池定义、全栈技术迭代和长期用户运营能力。用户关系是车企最核心、最不可复制的资产，长期的服务体系、社区运营、全生命周期权益，是区别于同质化产品的核心壁垒，也是未来盈利模式的关键支撑。　　新京报贝壳财经记者白昊天（文章来源：新京报）","news_type":1,"symbols_score_info":{"09866":1.96,"NIO.SI":1.96,"NIO":1.96,"EVS.SI":0.6,"NIOG":0.6}},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519989599367848,"gmtCreate":1767971916787,"gmtModify":1767971920159,"author":{"id":"3503353193743324","authorId":"3503353193743324","name":"aabbccddeeff","avatar":"https://static.tigerbbs.com/eabed27413f51350c35fd6a51d0dc21a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503353193743324","idStr":"3503353193743324"},"themes":[],"title":"","htmlText":"<a 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在29号贾跃亭发布会前后还有一波暴涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308327468646400","isVote":1,"tweetType":1,"viewCount":2484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":245014516216032,"gmtCreate":1700832543912,"gmtModify":1700832545448,"author":{"id":"3503353193743324","authorId":"3503353193743324","name":"aabbccddeeff","avatar":"https://static.tigerbbs.com/eabed27413f51350c35fd6a51d0dc21a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503353193743324","idStr":"3503353193743324"},"themes":[],"title":"","htmlText":"法拉第总算找到了自己的战略定位","listText":"法拉第总算找到了自己的战略定位","text":"法拉第总算找到了自己的战略定位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/245014516216032","repostId":"1154220576","repostType":2,"repost":{"id":"1154220576","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1700752973,"share":"https://www.laohu8.com/m/news/1154220576?lang=zh_CN&edition=full","pubTime":"2023-11-23 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23:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月23日，法拉第未来宣布与Master Investment Group和Siraj Finance LLC签署战略合作协议，进军中东市场并进行品牌发布。法拉第未来计划推出为中东市场定制的FF 91 2.0 Futurist aiFalcon限量版并在2024年内进行交付。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/405e1c27fa54336633c7f952afe5a024\" tg-width=\"844\" tg-height=\"696\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154220576","content_text":"11月23日，法拉第未来宣布与Master Investment Group和Siraj Finance LLC签署战略合作协议，进军中东市场并进行品牌发布。法拉第未来计划推出为中东市场定制的FF 91 2.0 Futurist 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web=\"1\">蔚来ES8交付八周年暨0001号典藏车型捐赠仪式上接受新京报贝壳财经记者采访，分享了他对中国车市销量承压的思考。　　对于AI走热对汽车的阶段性挑战，他认为智能电动汽车早已不是传统交通工具，而是可成长的智能体、能源载体，...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202607013790151221.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":{"BK4505":"高瓴资本持仓","BK4504":"桥水持仓","LU0052750758.USD":"富兰克林中国基金A Acc","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4588":"碎股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4509":"腾讯概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","NIO.SI":"蔚来","BK4531":"中概回港概念","09866":"蔚来-SW","BK4099":"汽车制造商","BK4526":"热门中概股","NIO":"蔚来","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4555":"新能源车","NIOG":"2倍做多NIO ETF-Leverage 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web=\"1\">蔚来ES8交付八周年暨0001号典藏车型捐赠仪式上接受新京报贝壳财经记者采访，分享了他对中国车市销量承压的思考。　　对于AI走热对汽车的阶段性挑战，他认为智能电动汽车早已不是传统交通工具，而是可成长的智能体、能源载体，产业纵深、商业空间远超过去的燃油车时代。　　以体系能力对抗“新车效应死亡谷”　　新京报贝壳财经：当下行业普遍存在“新车效应死亡谷”，新车热度快速消退、销量波动大，你如何看待？车企该如何跳出这种迭代陷阱？　　李斌：“新车效应死亡谷”是智能电动时代的典型行业特征。技术迭代速度加快、配置同质化提速、市场上新节奏密集，导致用户观望情绪加重，新车短期热销后快速回落，这已成为行业普遍难题。　　想要摆脱这种波动，不能靠单点产品或营销突围，核心是搭建长期可持续的体系能力。首先，产品定义要回归用户高频刚需，把空间、舒适性、日常驾乘体验这些长期不变的价值放在首位，而非追逐短期技术噱头。其次，智能硬件要预留充足迭代余量，前期高规格硬件铺垫，配合长期OTA软件升级，让车辆全生命周期保持体验更新，拉长产品生命力。　　新京报贝壳财经：行业同质化越来越严重，未来市场竞争的核心变量是什么？　　李斌：随着技术快速收敛，各家硬件、参数、智驾能力逐步拉平，单纯的产品参数差异，已经无法决定用户选择。接下来用户购车会从“比配置选车型”，转向“认品牌选产品”，品牌理念、长期口碑、设计体系、服务稳定性，会成为核心决策因素。同时，细分市场也在快速迭代，大五座纯电市场正在加速替代增程路线，随着补能网络持续完善，今年三季度纯电车型有望实现反超。　　新京报贝壳财经：ES8历经三代迭代，从初代成功、二代遇冷到三代回暖，背后折射出怎样的产品迭代逻辑？　　李斌：三代ES8的迭代，是蔚来从“技术优先”走向“用户价值优先”的过程。初代ES8在行业空白期，以突破性技术和全新用户体验，重新定义了高端纯电标准。二代车型技术储备充足，但陷入行业普遍的配置“内卷”，成本投入分散，没有聚焦用户高感知体验，导致市场表现不及预期。　　三代车型最大的改变，是建立了严格的用户价值排序体系，每一分研发和物料成本，都聚焦用户真实高频场景，主动舍弃无效堆砌配置，在技术领先、用户体验与健康毛利之间找到平衡，这也是当前车企突破“内卷”的核心逻辑。　　存量周期已至　　新京报贝壳财经：当前汽车终端零售承压、资本市场估值持续承压，行业焦虑情绪明显，你如何判断当前行业整体周期？　　李斌：中国汽车行业已经告别单边高增长增量时代，全面进入存量替换周期，这是行业成熟的正常表现，无需过度悲观。国内汽车保有量接近3.8亿台，市场从普及型消费转向替换型消费，销量阶段性波动是常态。　　现阶段汽车板块估值承压，更多是外部AI产业资金虹吸带来的阶段性现象，并非行业价值下行。智能电动汽车早已不是传统交通工具，而是可成长的智能体、能源载体，产业纵深、商业空间远超过去的燃油车时代。长期来看，依托出海增量，中国汽车品牌具备冲击4000万台全球规模的潜力，行业依旧有巨大成长空间，车企需要保持战略定力。　　新京报贝壳财经：目前很多车企依赖上游供应链核心部件，自身缺乏自研能力，利润空间和用户认知被上游分摊，如何看待行业价值链重构趋势？　　李斌：行业竞争已经从“整合供应链”转向“自研定义价值”。单纯组装供应链配置的模式，只能赚取低端制造利润，无法形成品牌壁垒，用户心智和高附加值环节都会被上游拿走。　　未来头部车企的核心竞争力集中在自研智能体系、自主电池定义、全栈技术迭代和长期用户运营能力。用户关系是车企最核心、最不可复制的资产，长期的服务体系、社区运营、全生命周期权益，是区别于同质化产品的核心壁垒，也是未来盈利模式的关键支撑。　　新京报贝壳财经记者白昊天（文章来源：新京报）","news_type":1,"symbols_score_info":{"09866":1.96,"NIO.SI":1.96,"NIO":1.96,"EVS.SI":0.6,"NIOG":0.6}},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507393721729048,"gmtCreate":1764858722883,"gmtModify":1764858724735,"author":{"id":"3503353193743324","authorId":"3503353193743324","name":"aabbccddeeff","avatar":"https://static.tigerbbs.com/eabed27413f51350c35fd6a51d0dc21a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503353193743324","authorIdStr":"3503353193743324"},"themes":[],"title":"","htmlText":"<a 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23:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月23日，法拉第未来宣布与Master Investment Group和Siraj Finance LLC签署战略合作协议，进军中东市场并进行品牌发布。法拉第未来计划推出为中东市场定制的FF 91 2.0 Futurist aiFalcon限量版并在2024年内进行交付。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/405e1c27fa54336633c7f952afe5a024\" tg-width=\"844\" tg-height=\"696\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154220576","content_text":"11月23日，法拉第未来宣布与Master Investment Group和Siraj Finance LLC签署战略合作协议，进军中东市场并进行品牌发布。法拉第未来计划推出为中东市场定制的FF 91 2.0 Futurist 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