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额哦嚯嚯
2023-12-13
呵呵
蔚来(NIO)高管谈造车成本：智能硬件大致占整车成本20%
额哦嚯嚯
2023-12-13
小米认他不？
蔚来副总裁白剑谈造车成本：智能硬件占整车成本的20%，踏踏实实做好车，老实人不会吃亏
额哦嚯嚯
2023-05-27
某想亦功不可没
Why Is NIO Stock Down 11% Today?
额哦嚯嚯
2023-05-27
把用在华为问界上的套路再想复制一遍到es6上，做梦吧。
抱歉，原内容已删除
去老虎APP查看更多动态
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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蔚来(NIO)高管谈造车成本：智能硬件大致占整车成本20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002821290\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2023-12-12 16:22</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/NIO\">蔚来</a>汽车科技（安徽）有限公司副总裁白剑在微博发文谈<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>(NIO)造车成本。白剑表示，其负责的智能硬件大致占整车成本的20%，“以智能硬件最大头的自驾（两个Orin版本）+数字座舱8295两部分，我立个flag：业内用Tier1的同行，我的成本比你们少30%。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1588":"回港中概股","BK1119":"汽车制造商","LU0052750758.USD":"富兰克林中国基金A Acc","BK4588":"碎股","BK4555":"新能源车","BK4532":"文艺复兴科技持仓","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4509":"腾讯概念","09866":"蔚来-SW","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4504":"桥水持仓","BK4531":"中概回港概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4505":"高瓴资本持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4581":"高盛持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","NIO":"蔚来","NIO.SI":"蔚来","BK4574":"无人驾驶","BK4585":"ETF&股票定投概念"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=40e8c9bc9dea1bfac71e33ffb050c105","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2390213341","content_text":"金吾财讯 | 蔚来汽车科技（安徽）有限公司副总裁白剑在微博发文谈蔚来(NIO)造车成本。白剑表示，其负责的智能硬件大致占整车成本的20%，“以智能硬件最大头的自驾（两个Orin版本）+数字座舱8295两部分，我立个flag：业内用Tier1的同行，我的成本比你们少30%。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":251494518710336,"gmtCreate":1702437218670,"gmtModify":1702437427996,"author":{"id":"3504160418898451","authorId":"3504160418898451","name":"额哦嚯嚯","avatar":"https://static.tigerbbs.com/d67ed6f10b7a5c977b548d78699b73c1","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"小米认他不？","listText":"小米认他不？","text":"小米认他不？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251494518710336","repostId":"2390632873","repostType":2,"repost":{"id":"2390632873","pubTimestamp":1702377339,"share":"https://www.laohu8.com/m/news/2390632873?lang=&edition=full","pubTime":"2023-12-12 18:35","market":"sh","language":"zh","title":"蔚来副总裁白剑谈造车成本：智能硬件占整车成本的20%，踏踏实实做好车，老实人不会吃亏","url":"https://stock-news.laohu8.com/highlight/detail?id=2390632873","media":"金融界","summary":"12月12日，蔚来汽车蔚来汽车科技（安徽）有限公司副总裁白剑连发两条微博谈论蔚来汽车的毛利和成本。随后，白剑又发布了一条微博大谈蔚来的成本，他表示他所负责的智能硬件大致占整车成本的20%，大概几万块。2020年11月，白剑被曝加入蔚来汽车，担任硬件副总裁，向李斌汇报。","content":"<html><body><div>\n<p>12月12日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>汽车科技（安徽）有限公司副总裁白剑连发两条微博谈论蔚来汽车的毛利和成本。他表示蔚来财报毛利11%，说明蔚来用料足，特别在安全，<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>和高级感上。智能硬件大致占整车成本的20%，全球Orin所有的出货量占比，蔚来占40%。</p><p>白剑首先发布了一条微博谈论“蔚来的真诚”，他表示，蔚来的财报毛利=用户扣税后付款-物料和生产及物流成本；物料一分钱一分货，量大可以谈，但器件如果是从tier1采购，可谈空间有限，设计也很影响成本；生产和物流占比小，都没了毛利率也上不了2-3个点。他表示：“蔚来Q3财报整车毛利11%，不高！只能说明：蔚来用料足，特别在安全，智能和高级感上；网上有说是服务／牛屋/换电／换电站建设拉低整车毛利，但是这些是销售和行政费用，根本不影响整车毛利。”</p><p>白剑还称：“好消息是电池原材料价格持续优化，设计VAVE不断改善，蔚来毛利率会越来越好！踏踏实实做好车，老实人不会吃亏。”</p><p><img src=\"http://img.jrjimg.cn/2023/12/12/704fce07c5662208218b1c9561c277d6.png\"/></p><p>随后，白剑又发布了一条微博大谈蔚来的成本，他表示他所负责的智能硬件大致占整车成本的20%，大概几万块。智能硬件最大头的自驾（两个Orin版本）+数字座舱8295两部分，相比业内用Tier1的同行，蔚来的成本少30%，大概几千块。</p><p>成本低的主要原因有两个：“首先，自研，不需要毛利。只要保证我们每年省下的成本远大于团队和研发费用即可。这部分费用算在研发费用中，不影响整车毛利。第二，全栈自研，架构上可以最优化。设计指标上，哪些可以做取舍，我们最清楚。”</p><p>白剑还相当自豪地表示：“1.我们是全球第一个量产Orin的团队，目前Orin的域控（个数）累计出货量，我们仍然全球第一。2.全球Orin所有的出货量占比，蔚来也不多，也就40%多吧3.至今最复杂的Orin设计，还是蔚来。成本最优化的Orin设计，还是我们。我们首发Orin过程中，和NV的伙伴们一起解决的问题，是普惠整个行业的，这是我们无言的勋章，是促进整个行业一起发展的。”</p><p><img src=\"http://img.jrjimg.cn/2023/12/12/b9ed927fbf3d3726dcc24b1fcd024010.png\"/></p><p>公开资料显示，白剑硕博毕业于北京邮电大学，主修专业是密码学和通信工程。在加入蔚来前，白剑曾在OPPO工作三年，担任硬件总监一职，后又加入小米，担任小米芯片和前瞻研究部门总经理。2020年11月，白剑被曝加入蔚来汽车，担任硬件副总裁，向李斌汇报。</p><p><img src=\"http://img.jrjimg.cn/2023/12/12/297b852200b0985303c877825f84b93a.jpeg\"/></p><p>近年来，蔚来在研发领域的投入力度一年比一年多，并招揽了多名技术人才加盟，如自动驾驶初创公司Momenta联合创始人、研发总监任少卿、原<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>自动驾驶产品总监黄鑫、原<a href=\"https://laohu8.com/S/ZEPP\">华米科技</a>首席架构师张磊、原<a href=\"https://laohu8.com/S/XLNX\">赛灵思</a>亚太地区实验室主任胡成臣等。在2023蔚来<a href=\"https://laohu8.com/S/C76.SI\">创新科技</a>日上，蔚来汽车董事长兼CEO李斌表示，目前蔚来的研发人员超11000人，专利超7300个。李斌称，未来将会继续保持目前的研发投入强度，每个季度保持在30亿人民币左右。</p><p>2023年三季度财报显示，蔚来三季度交付新车5.54万辆，同比增长75.4%；营收达到190.7亿元，同比增长46.6%，环比增长117.4%，现金储备大幅增加达到452亿元。三季度研发投入30.4亿元，自2016年以来，研发投入已接近400亿元，是新势力中研发投入最多的企业。</p><p><span><a href=\"https://laohu8.com/S/601788\">光大证券</a></span>研报判断：4Q23E蔚来尽管销量爬坡受行业总体需求偏弱+竞争加剧影响，公司组织架构及渠道改革加快或仍驱动基本面持续改善；蔚来已与长安、吉利达成换电业务合作，换电业务或开辟公司重要盈利模式（不排除分拆NIO Power单独融资）；蔚来智能驾驶数据闭环能力趋于完善，或加速后续智驾功能迭代升级。看好蔚来渠道改革驱动基本面改善前景，后续仍需聚焦全新品牌下探的爬坡能力。</p>\n<div>\n<div>\r\n 责任编辑：张小旋\r\n </div>\n</div>\n</div></body></html>","source":"jinrongjie_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>蔚来副总裁白剑谈造车成本：智能硬件占整车成本的20%，踏踏实实做好车，老实人不会吃亏</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蔚来副总裁白剑谈造车成本：智能硬件占整车成本的20%，踏踏实实做好车，老实人不会吃亏\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-12 18:35 北京时间 <a href=https://hk.jrj.com.cn/2023/12/12183538742395.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月12日，蔚来汽车蔚来汽车科技（安徽）有限公司副总裁白剑连发两条微博谈论蔚来汽车的毛利和成本。他表示蔚来财报毛利11%，说明蔚来用料足，特别在安全，智能和高级感上。智能硬件大致占整车成本的20%，全球Orin所有的出货量占比，蔚来占40%。白剑首先发布了一条微博谈论“蔚来的真诚”，他表示，蔚来的财报毛利=用户扣税后付款-物料和生产及物流成本；物料一分钱一分货，量大可以谈，但器件如果是从...</p>\n\n<a href=\"https://hk.jrj.com.cn/2023/12/12183538742395.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://imgcloud.jrjimg.cn/2023/12/12/704fce07c5662208218b1c9561c277d6.png","relate_stocks":{"BK4585":"ETF&股票定投概念","09866":"蔚来-SW","BK1119":"汽车制造商","BK4505":"高瓴资本持仓","NIO.SI":"蔚来","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4531":"中概回港概念","BK4532":"文艺复兴科技持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4534":"瑞士信贷持仓","NIO":"蔚来","BK4588":"碎股","BK4504":"桥水持仓","BK4509":"腾讯概念","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK1588":"回港中概股","BK4574":"无人驾驶","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4581":"高盛持仓","LU0052750758.USD":"富兰克林中国基金A Acc","BK4555":"新能源车","BK4526":"热门中概股"},"source_url":"https://hk.jrj.com.cn/2023/12/12183538742395.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2390632873","content_text":"12月12日，蔚来汽车蔚来汽车科技（安徽）有限公司副总裁白剑连发两条微博谈论蔚来汽车的毛利和成本。他表示蔚来财报毛利11%，说明蔚来用料足，特别在安全，智能和高级感上。智能硬件大致占整车成本的20%，全球Orin所有的出货量占比，蔚来占40%。白剑首先发布了一条微博谈论“蔚来的真诚”，他表示，蔚来的财报毛利=用户扣税后付款-物料和生产及物流成本；物料一分钱一分货，量大可以谈，但器件如果是从tier1采购，可谈空间有限，设计也很影响成本；生产和物流占比小，都没了毛利率也上不了2-3个点。他表示：“蔚来Q3财报整车毛利11%，不高！只能说明：蔚来用料足，特别在安全，智能和高级感上；网上有说是服务／牛屋/换电／换电站建设拉低整车毛利，但是这些是销售和行政费用，根本不影响整车毛利。”白剑还称：“好消息是电池原材料价格持续优化，设计VAVE不断改善，蔚来毛利率会越来越好！踏踏实实做好车，老实人不会吃亏。”随后，白剑又发布了一条微博大谈蔚来的成本，他表示他所负责的智能硬件大致占整车成本的20%，大概几万块。智能硬件最大头的自驾（两个Orin版本）+数字座舱8295两部分，相比业内用Tier1的同行，蔚来的成本少30%，大概几千块。成本低的主要原因有两个：“首先，自研，不需要毛利。只要保证我们每年省下的成本远大于团队和研发费用即可。这部分费用算在研发费用中，不影响整车毛利。第二，全栈自研，架构上可以最优化。设计指标上，哪些可以做取舍，我们最清楚。”白剑还相当自豪地表示：“1.我们是全球第一个量产Orin的团队，目前Orin的域控（个数）累计出货量，我们仍然全球第一。2.全球Orin所有的出货量占比，蔚来也不多，也就40%多吧3.至今最复杂的Orin设计，还是蔚来。成本最优化的Orin设计，还是我们。我们首发Orin过程中，和NV的伙伴们一起解决的问题，是普惠整个行业的，这是我们无言的勋章，是促进整个行业一起发展的。”公开资料显示，白剑硕博毕业于北京邮电大学，主修专业是密码学和通信工程。在加入蔚来前，白剑曾在OPPO工作三年，担任硬件总监一职，后又加入小米，担任小米芯片和前瞻研究部门总经理。2020年11月，白剑被曝加入蔚来汽车，担任硬件副总裁，向李斌汇报。近年来，蔚来在研发领域的投入力度一年比一年多，并招揽了多名技术人才加盟，如自动驾驶初创公司Momenta联合创始人、研发总监任少卿、原小鹏汽车自动驾驶产品总监黄鑫、原华米科技首席架构师张磊、原赛灵思亚太地区实验室主任胡成臣等。在2023蔚来创新科技日上，蔚来汽车董事长兼CEO李斌表示，目前蔚来的研发人员超11000人，专利超7300个。李斌称，未来将会继续保持目前的研发投入强度，每个季度保持在30亿人民币左右。2023年三季度财报显示，蔚来三季度交付新车5.54万辆，同比增长75.4%；营收达到190.7亿元，同比增长46.6%，环比增长117.4%，现金储备大幅增加达到452亿元。三季度研发投入30.4亿元，自2016年以来，研发投入已接近400亿元，是新势力中研发投入最多的企业。光大证券研报判断：4Q23E蔚来尽管销量爬坡受行业总体需求偏弱+竞争加剧影响，公司组织架构及渠道改革加快或仍驱动基本面持续改善；蔚来已与长安、吉利达成换电业务合作，换电业务或开辟公司重要盈利模式（不排除分拆NIO Power单独融资）；蔚来智能驾驶数据闭环能力趋于完善，或加速后续智驾功能迭代升级。看好蔚来渠道改革驱动基本面改善前景，后续仍需聚焦全新品牌下探的爬坡能力。\n\n\r\n 责任编辑：张小旋","news_type":1},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655333523,"gmtCreate":1685160351162,"gmtModify":1685162710048,"author":{"id":"3504160418898451","authorId":"3504160418898451","name":"额哦嚯嚯","avatar":"https://static.tigerbbs.com/d67ed6f10b7a5c977b548d78699b73c1","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"某想亦功不可没","listText":"某想亦功不可没","text":"某想亦功不可没","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655333523","repostId":"2338909434","repostType":2,"repost":{"id":"2338909434","pubTimestamp":1684940810,"share":"https://www.laohu8.com/m/news/2338909434?lang=&edition=full","pubTime":"2023-05-24 23:06","market":"fut","language":"en","title":"Why Is NIO Stock Down 11% Today?","url":"https://stock-news.laohu8.com/highlight/detail?id=2338909434","media":"InvestorPlace","summary":"Nio (NIO) stock is taking a beating thanks to Xpeng (XPEV).\nThe electric vehicle (EV) rival missed e","content":"<html><body><div>\n<div>\n<ul>\n<li><strong>Nio</strong> (<span><strong><u>NIO</u></strong></span>) stock is taking a beating thanks to <strong>Xpeng</strong> (<span><strong><u>XPEV</u></strong></span>).</li>\n<li>The electric vehicle (EV) rival missed estimates for the first quarter.</li>\n<li>Xpeng also posted a weak outlook for Q2 2023.</li>\n</ul>\n</div>\n<div></div>\n<figure>\n<div>\n<img decoding=\"async\" height=\"432\" sizes=\"(max-width: 768px) 100vw, 768px\" src=\"https://investorplace.com/wp-content/uploads/2022/09/nio1600-2-768x432.png\" srcset=\"https://investorplace.com/wp-content/uploads/2022/09/nio1600-2-768x432.png 768w, https://investorplace.com/wp-content/uploads/2022/09/nio1600-2-300x169.png 300w, https://investorplace.com/wp-content/uploads/2022/09/nio1600-2-1024x576.png 1024w, https://investorplace.com/wp-content/uploads/2022/09/nio1600-2-1536x864.png 1536w, https://investorplace.com/wp-content/uploads/2022/09/nio1600-2-200x113.png 200w, https://investorplace.com/wp-content/uploads/2022/09/nio1600-2-400x225.png 400w, https://investorplace.com/wp-content/uploads/2022/09/nio1600-2-116x65.png 116w, https://investorplace.com/wp-content/uploads/2022/09/nio1600-2-100x56.png 100w, https://investorplace.com/wp-content/uploads/2022/09/nio1600-2-89x50.png 89w, https://investorplace.com/wp-content/uploads/2022/09/nio1600-2-78x44.png 78w, https://investorplace.com/wp-content/uploads/2022/09/nio1600-2.png 1600w\" width=\"768\"/> </div>\n<figcaption>\n<p>Source: THINK A / Shutterstock.com</p>\n</figcaption>\n</figure>\n<div>\n<p><strong>Nio</strong> (NYSE:<span><strong><u>NIO</u></strong></span>) stock is falling on Wednesday and there are a couple of reasons why the electric vehicle (EV) company’s shares aren’t doing so hot.</p>\n<p>First off, investors will note that EV rival <strong>Xpeng</strong> (NYSE:<span><strong><u>XPEV</u></strong></span>) released its earnings report for the first quarter of 2023 today. The company’s earnings per share of -2.57 yuan and revenue of 4.03 billion yuan missed Wall Street’s estimates of -2.31 yuan per share and $4.99 billion yuan.</p>\n<p>It makes sense that NIO stock would fall alongside a weak earnings report from one of its rivals. That’s due to companies in the same sector often seeing their shares move in sympathy with each other.</p>\n<h2>XPEV Drags Nio Stock Down</h2>\n<p>Also not helping matters is XPEV expecting EV deliveries between 21,000 and 22,000 for the second quarter of the year. That represents a roughly 36.1% to 39% decrease in deliveries year-over-year (YOY).</p>\n<p>To go along with that, Xpeng is looking for revenue in Q2 2023 to range from 4.5 billion yuan and 4.7 billion yuan. That’s another blow to both XPEV and NIO stock as it represents a 36.8% and 39.5% drop YOY.</p>\n<p>All of this news has both NIO stock and XPEV stock falling today with heavy trading. In the case of NIO, shares are down 10.8%. Meanwhile, XPEV stock is down 11.5% as of Wednesday morning.</p>\n<p>There’s even more stock market news traders will want to know about below!</p>\n<div>\n<div>\n<div></div>\n<div></div>\n</div>\n</div>\n<p>We’ve got all of the biggest stock market stories traders need to know about on Wednesday! Among that is what’s moving shares of <strong>Bed Bath & Beyond</strong> (OTCMKTS:<strong>BBBYQ</strong>) and <strong>Smart for Life</strong> (NASDAQ:<span><strong><u>SMFL</u></strong></span>) stock, as well as more details on XPEV’s earnings. All of that is ready to go below!</p>\n<h2>More Wednesday Stock Market News</h2>\n<ul>\n<li>Dear BBBYQ Stock Fans, Mark Your Calendars for June 1</li>\n<li>SMFL Stock Alert: Smart for Life Launches Sports Illustrated Protein Bars</li>\n<li>XPEV Stock Alert: Why Xpeng Is Falling 10% Today</li>\n</ul>\n<p><span><i><span>On the date of publication, William White</span></i></span><i><span> did not hold (either directly or indirectly) any positions in the securities mentioned in this article. <em><span>The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com </span></em></span></i><i><span>Publishing Guidelines</span></i><em><span>.</span></em></p>\n<div>\n<p>Consumer Discretionary, Automotive, Electric Vehicles</p>\n</div>\n<div>\n<p>Growth Stocks</p>\n</div>\n<div>\n<div>\n<div></div>\n<div></div>\n</div>\n</div>\n</div>\n<div>\n<div hidden=\"true\">\n<div>\n<svg fill=\"none\" height=\"32\" viewbox=\"0 0 261 32\" width=\"261\" 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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>Why Is NIO Stock Down 11% Today?</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{ 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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\">\nWhy Is NIO Stock Down 11% Today?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-24 23:06 GMT+8 <a href=https://investorplace.com/2023/05/why-is-nio-stock-down-11-today-may-24th/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NIO) stock is taking a beating thanks to Xpeng (XPEV).\nThe electric vehicle (EV) rival missed estimates for the first quarter.\nXpeng also posted a weak outlook for Q2 2023.\n\n\n\n\n\n \n\nSource: THINK ...</p>\n\n<a href=\"https://investorplace.com/2023/05/why-is-nio-stock-down-11-today-may-24th/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","BK4099":"汽车制造商","BK4183":"个人用品","09866":"蔚来-SW","BK4548":"巴美列捷福持仓","NIO":"蔚来","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","XPEV":"小鹏汽车","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4509":"腾讯概念","BK4588":"碎股","BK4526":"热门中概股","SMFL":"Smart for Life, Inc.","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","NIO.SI":"蔚来","BK4505":"高瓴资本持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4581":"高盛持仓"},"source_url":"https://investorplace.com/2023/05/why-is-nio-stock-down-11-today-may-24th/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2338909434","content_text":"Nio (NIO) stock is taking a beating thanks to Xpeng (XPEV).\nThe electric vehicle (EV) rival missed estimates for the first quarter.\nXpeng also posted a weak outlook for Q2 2023.\n\n\n\n\n\n \n\nSource: THINK A / Shutterstock.com\n\n\n\nNio (NYSE:NIO) stock is falling on Wednesday and there are a couple of reasons why the electric vehicle (EV) company’s shares aren’t doing so hot.\nFirst off, investors will note that EV rival Xpeng (NYSE:XPEV) released its earnings report for the first quarter of 2023 today. The company’s earnings per share of -2.57 yuan and revenue of 4.03 billion yuan missed Wall Street’s estimates of -2.31 yuan per share and $4.99 billion yuan.\nIt makes sense that NIO stock would fall alongside a weak earnings report from one of its rivals. That’s due to companies in the same sector often seeing their shares move in sympathy with each other.\nXPEV Drags Nio Stock Down\nAlso not helping matters is XPEV expecting EV deliveries between 21,000 and 22,000 for the second quarter of the year. That represents a roughly 36.1% to 39% decrease in deliveries year-over-year (YOY).\nTo go along with that, Xpeng is looking for revenue in Q2 2023 to range from 4.5 billion yuan and 4.7 billion yuan. That’s another blow to both XPEV and NIO stock as it represents a 36.8% and 39.5% drop YOY.\nAll of this news has both NIO stock and XPEV stock falling today with heavy trading. In the case of NIO, shares are down 10.8%. Meanwhile, XPEV stock is down 11.5% as of Wednesday morning.\nThere’s even more stock market news traders will want to know about below!\n\n\n\n\n\n\nWe’ve got all of the biggest stock market stories traders need to know about on Wednesday! Among that is what’s moving shares of Bed Bath & Beyond (OTCMKTS:BBBYQ) and Smart for Life (NASDAQ:SMFL) stock, as well as more details on XPEV’s earnings. All of that is ready to go below!\nMore Wednesday Stock Market News\n\nDear BBBYQ Stock Fans, Mark Your Calendars for June 1\nSMFL Stock Alert: Smart for Life Launches Sports Illustrated Protein Bars\nXPEV Stock Alert: Why Xpeng Is Falling 10% Today\n\nOn the date of publication, William White did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.\n\nConsumer Discretionary, Automotive, Electric Vehicles\n\n\nGrowth Stocks\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSubmit\n\n\n\n\n\n\n\nArticle printed from InvestorPlace Media, https://investorplace.com/2023/05/why-is-nio-stock-down-11-today-may-24th/.\n©2023 InvestorPlace Media, LLC\n\n\n\n\nSponsored Headlines","news_type":1},"isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655333273,"gmtCreate":1685160263293,"gmtModify":1685162713648,"author":{"id":"3504160418898451","authorId":"3504160418898451","name":"额哦嚯嚯","avatar":"https://static.tigerbbs.com/d67ed6f10b7a5c977b548d78699b73c1","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"把用在华为问界上的套路再想复制一遍到es6上，做梦吧。","listText":"把用在华为问界上的套路再想复制一遍到es6上，做梦吧。","text":"把用在华为问界上的套路再想复制一遍到es6上，做梦吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655333273","repostId":"2338713151","repostType":2,"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":655333273,"gmtCreate":1685160263293,"gmtModify":1685162713648,"author":{"id":"3504160418898451","authorId":"3504160418898451","name":"额哦嚯嚯","avatar":"https://static.tigerbbs.com/d67ed6f10b7a5c977b548d78699b73c1","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"把用在华为问界上的套路再想复制一遍到es6上，做梦吧。","listText":"把用在华为问界上的套路再想复制一遍到es6上，做梦吧。","text":"把用在华为问界上的套路再想复制一遍到es6上，做梦吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655333273","repostId":"2338713151","repostType":2,"repost":{"id":"2338713151","pubTimestamp":1684981620,"share":"https://www.laohu8.com/m/news/2338713151?lang=&edition=full","pubTime":"2023-05-25 10:27","market":"us","language":"zh","title":"理想内部资料对比蔚来","url":"https://stock-news.laohu8.com/highlight/detail?id=2338713151","media":"虎嗅","summary":"理想内部资料对比蔚来。据奇点财经，近日，在社交平台上，网友某智能车博士研究员曝光了理想内部为了应对蔚来新车的内部培训资料。资料显示，理想在《竞品对比培训理想L7vs蔚来ES6》的培训考题中，内容涉及蔚来相关车型的舒适配置、智能驾驶、续航等方面。曝光的聊天截图显示，对于朋友圈发布的理想与蔚来对比图，某位理想员工称，“本来不想发的，公司要抽经检。”网友还在评论区表示：“es6还没发布，理想的营销端就已经提前准备好所有的黑点准备攻击了理想真的疯狂针对蔚来，各个基层销售贴脸黑蔚来。”","content":"<html><body><article><p>理想内部资料对比<a href=\"https://laohu8.com/S/NIO\">蔚来</a>。</p><p>据奇点财经，近日，在社交平台上，网友某<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>车博士研究员曝光了理想内部为了应对<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>新车的内部培训资料。资料显示，理想在《竞品对比培训理想L7vs蔚来ES6》的培训考题中，内容涉及蔚来相关车型的舒适配置、智能驾驶、续航等方面。</p><p>曝光的聊天截图显示，对于朋友圈发布的理想与蔚来对比图，某位理想员工称，“本来不想发的，公司要抽经检。”</p><p>网友还在评论区表示：“es6还没发布，理想的营销端就已经提前准备好所有的黑点准备攻击了理想真的疯狂针对蔚来，各个基层销售贴脸黑蔚来。”</p></article></body></html>","source":"tencent","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>理想内部资料对比蔚来</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; 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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理想内部资料对比蔚来\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-25 10:27 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023052510272382cbc4f2&s=b><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>理想内部资料对比蔚来。据奇点财经，近日，在社交平台上，网友某智能车博士研究员曝光了理想内部为了应对蔚来新车的内部培训资料。资料显示，理想在《竞品对比培训理想L7vs蔚来ES6》的培训考题中，内容涉及蔚来相关车型的舒适配置、智能驾驶、续航等方面。曝光的聊天截图显示，对于朋友圈发布的理想与蔚来对比图，某位理想员工称，“本来不想发的，公司要抽经检。”网友还在评论区表示：“es6还没发布，理想的营销端就...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023052510272382cbc4f2&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4581":"高盛持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","NIO.SI":"蔚来","BK4532":"文艺复兴科技持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4531":"中概回港概念","09866":"蔚来-SW","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","NIO":"蔚来","BK4555":"新能源车","LU0320764599.SGD":"FTIF - Templeton China A Acc 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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蔚来(NIO)高管谈造车成本：智能硬件大致占整车成本20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002821290\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2023-12-12 16:22</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/NIO\">蔚来</a>汽车科技（安徽）有限公司副总裁白剑在微博发文谈<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>(NIO)造车成本。白剑表示，其负责的智能硬件大致占整车成本的20%，“以智能硬件最大头的自驾（两个Orin版本）+数字座舱8295两部分，我立个flag：业内用Tier1的同行，我的成本比你们少30%。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1588":"回港中概股","BK1119":"汽车制造商","LU0052750758.USD":"富兰克林中国基金A Acc","BK4588":"碎股","BK4555":"新能源车","BK4532":"文艺复兴科技持仓","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4509":"腾讯概念","09866":"蔚来-SW","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4504":"桥水持仓","BK4531":"中概回港概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4505":"高瓴资本持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4581":"高盛持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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蔚来汽车科技（安徽）有限公司副总裁白剑在微博发文谈蔚来(NIO)造车成本。白剑表示，其负责的智能硬件大致占整车成本的20%，“以智能硬件最大头的自驾（两个Orin版本）+数字座舱8295两部分，我立个flag：业内用Tier1的同行，我的成本比你们少30%。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":251494518710336,"gmtCreate":1702437218670,"gmtModify":1702437427996,"author":{"id":"3504160418898451","authorId":"3504160418898451","name":"额哦嚯嚯","avatar":"https://static.tigerbbs.com/d67ed6f10b7a5c977b548d78699b73c1","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"小米认他不？","listText":"小米认他不？","text":"小米认他不？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251494518710336","repostId":"2390632873","repostType":2,"repost":{"id":"2390632873","pubTimestamp":1702377339,"share":"https://www.laohu8.com/m/news/2390632873?lang=&edition=full","pubTime":"2023-12-12 18:35","market":"sh","language":"zh","title":"蔚来副总裁白剑谈造车成本：智能硬件占整车成本的20%，踏踏实实做好车，老实人不会吃亏","url":"https://stock-news.laohu8.com/highlight/detail?id=2390632873","media":"金融界","summary":"12月12日，蔚来汽车蔚来汽车科技（安徽）有限公司副总裁白剑连发两条微博谈论蔚来汽车的毛利和成本。随后，白剑又发布了一条微博大谈蔚来的成本，他表示他所负责的智能硬件大致占整车成本的20%，大概几万块。2020年11月，白剑被曝加入蔚来汽车，担任硬件副总裁，向李斌汇报。","content":"<html><body><div>\n<p>12月12日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>汽车科技（安徽）有限公司副总裁白剑连发两条微博谈论蔚来汽车的毛利和成本。他表示蔚来财报毛利11%，说明蔚来用料足，特别在安全，<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>和高级感上。智能硬件大致占整车成本的20%，全球Orin所有的出货量占比，蔚来占40%。</p><p>白剑首先发布了一条微博谈论“蔚来的真诚”，他表示，蔚来的财报毛利=用户扣税后付款-物料和生产及物流成本；物料一分钱一分货，量大可以谈，但器件如果是从tier1采购，可谈空间有限，设计也很影响成本；生产和物流占比小，都没了毛利率也上不了2-3个点。他表示：“蔚来Q3财报整车毛利11%，不高！只能说明：蔚来用料足，特别在安全，智能和高级感上；网上有说是服务／牛屋/换电／换电站建设拉低整车毛利，但是这些是销售和行政费用，根本不影响整车毛利。”</p><p>白剑还称：“好消息是电池原材料价格持续优化，设计VAVE不断改善，蔚来毛利率会越来越好！踏踏实实做好车，老实人不会吃亏。”</p><p><img src=\"http://img.jrjimg.cn/2023/12/12/704fce07c5662208218b1c9561c277d6.png\"/></p><p>随后，白剑又发布了一条微博大谈蔚来的成本，他表示他所负责的智能硬件大致占整车成本的20%，大概几万块。智能硬件最大头的自驾（两个Orin版本）+数字座舱8295两部分，相比业内用Tier1的同行，蔚来的成本少30%，大概几千块。</p><p>成本低的主要原因有两个：“首先，自研，不需要毛利。只要保证我们每年省下的成本远大于团队和研发费用即可。这部分费用算在研发费用中，不影响整车毛利。第二，全栈自研，架构上可以最优化。设计指标上，哪些可以做取舍，我们最清楚。”</p><p>白剑还相当自豪地表示：“1.我们是全球第一个量产Orin的团队，目前Orin的域控（个数）累计出货量，我们仍然全球第一。2.全球Orin所有的出货量占比，蔚来也不多，也就40%多吧3.至今最复杂的Orin设计，还是蔚来。成本最优化的Orin设计，还是我们。我们首发Orin过程中，和NV的伙伴们一起解决的问题，是普惠整个行业的，这是我们无言的勋章，是促进整个行业一起发展的。”</p><p><img src=\"http://img.jrjimg.cn/2023/12/12/b9ed927fbf3d3726dcc24b1fcd024010.png\"/></p><p>公开资料显示，白剑硕博毕业于北京邮电大学，主修专业是密码学和通信工程。在加入蔚来前，白剑曾在OPPO工作三年，担任硬件总监一职，后又加入小米，担任小米芯片和前瞻研究部门总经理。2020年11月，白剑被曝加入蔚来汽车，担任硬件副总裁，向李斌汇报。</p><p><img src=\"http://img.jrjimg.cn/2023/12/12/297b852200b0985303c877825f84b93a.jpeg\"/></p><p>近年来，蔚来在研发领域的投入力度一年比一年多，并招揽了多名技术人才加盟，如自动驾驶初创公司Momenta联合创始人、研发总监任少卿、原<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>自动驾驶产品总监黄鑫、原<a href=\"https://laohu8.com/S/ZEPP\">华米科技</a>首席架构师张磊、原<a href=\"https://laohu8.com/S/XLNX\">赛灵思</a>亚太地区实验室主任胡成臣等。在2023蔚来<a href=\"https://laohu8.com/S/C76.SI\">创新科技</a>日上，蔚来汽车董事长兼CEO李斌表示，目前蔚来的研发人员超11000人，专利超7300个。李斌称，未来将会继续保持目前的研发投入强度，每个季度保持在30亿人民币左右。</p><p>2023年三季度财报显示，蔚来三季度交付新车5.54万辆，同比增长75.4%；营收达到190.7亿元，同比增长46.6%，环比增长117.4%，现金储备大幅增加达到452亿元。三季度研发投入30.4亿元，自2016年以来，研发投入已接近400亿元，是新势力中研发投入最多的企业。</p><p><span><a href=\"https://laohu8.com/S/601788\">光大证券</a></span>研报判断：4Q23E蔚来尽管销量爬坡受行业总体需求偏弱+竞争加剧影响，公司组织架构及渠道改革加快或仍驱动基本面持续改善；蔚来已与长安、吉利达成换电业务合作，换电业务或开辟公司重要盈利模式（不排除分拆NIO Power单独融资）；蔚来智能驾驶数据闭环能力趋于完善，或加速后续智驾功能迭代升级。看好蔚来渠道改革驱动基本面改善前景，后续仍需聚焦全新品牌下探的爬坡能力。</p>\n<div>\n<div>\r\n 责任编辑：张小旋\r\n </div>\n</div>\n</div></body></html>","source":"jinrongjie_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>蔚来副总裁白剑谈造车成本：智能硬件占整车成本的20%，踏踏实实做好车，老实人不会吃亏</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; 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href=https://hk.jrj.com.cn/2023/12/12183538742395.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月12日，蔚来汽车蔚来汽车科技（安徽）有限公司副总裁白剑连发两条微博谈论蔚来汽车的毛利和成本。他表示蔚来财报毛利11%，说明蔚来用料足，特别在安全，智能和高级感上。智能硬件大致占整车成本的20%，全球Orin所有的出货量占比，蔚来占40%。白剑首先发布了一条微博谈论“蔚来的真诚”，他表示，蔚来的财报毛利=用户扣税后付款-物料和生产及物流成本；物料一分钱一分货，量大可以谈，但器件如果是从...</p>\n\n<a href=\"https://hk.jrj.com.cn/2023/12/12183538742395.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://imgcloud.jrjimg.cn/2023/12/12/704fce07c5662208218b1c9561c277d6.png","relate_stocks":{"BK4585":"ETF&股票定投概念","09866":"蔚来-SW","BK1119":"汽车制造商","BK4505":"高瓴资本持仓","NIO.SI":"蔚来","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4531":"中概回港概念","BK4532":"文艺复兴科技持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4534":"瑞士信贷持仓","NIO":"蔚来","BK4588":"碎股","BK4504":"桥水持仓","BK4509":"腾讯概念","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK1588":"回港中概股","BK4574":"无人驾驶","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4581":"高盛持仓","LU0052750758.USD":"富兰克林中国基金A Acc","BK4555":"新能源车","BK4526":"热门中概股"},"source_url":"https://hk.jrj.com.cn/2023/12/12183538742395.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2390632873","content_text":"12月12日，蔚来汽车蔚来汽车科技（安徽）有限公司副总裁白剑连发两条微博谈论蔚来汽车的毛利和成本。他表示蔚来财报毛利11%，说明蔚来用料足，特别在安全，智能和高级感上。智能硬件大致占整车成本的20%，全球Orin所有的出货量占比，蔚来占40%。白剑首先发布了一条微博谈论“蔚来的真诚”，他表示，蔚来的财报毛利=用户扣税后付款-物料和生产及物流成本；物料一分钱一分货，量大可以谈，但器件如果是从tier1采购，可谈空间有限，设计也很影响成本；生产和物流占比小，都没了毛利率也上不了2-3个点。他表示：“蔚来Q3财报整车毛利11%，不高！只能说明：蔚来用料足，特别在安全，智能和高级感上；网上有说是服务／牛屋/换电／换电站建设拉低整车毛利，但是这些是销售和行政费用，根本不影响整车毛利。”白剑还称：“好消息是电池原材料价格持续优化，设计VAVE不断改善，蔚来毛利率会越来越好！踏踏实实做好车，老实人不会吃亏。”随后，白剑又发布了一条微博大谈蔚来的成本，他表示他所负责的智能硬件大致占整车成本的20%，大概几万块。智能硬件最大头的自驾（两个Orin版本）+数字座舱8295两部分，相比业内用Tier1的同行，蔚来的成本少30%，大概几千块。成本低的主要原因有两个：“首先，自研，不需要毛利。只要保证我们每年省下的成本远大于团队和研发费用即可。这部分费用算在研发费用中，不影响整车毛利。第二，全栈自研，架构上可以最优化。设计指标上，哪些可以做取舍，我们最清楚。”白剑还相当自豪地表示：“1.我们是全球第一个量产Orin的团队，目前Orin的域控（个数）累计出货量，我们仍然全球第一。2.全球Orin所有的出货量占比，蔚来也不多，也就40%多吧3.至今最复杂的Orin设计，还是蔚来。成本最优化的Orin设计，还是我们。我们首发Orin过程中，和NV的伙伴们一起解决的问题，是普惠整个行业的，这是我们无言的勋章，是促进整个行业一起发展的。”公开资料显示，白剑硕博毕业于北京邮电大学，主修专业是密码学和通信工程。在加入蔚来前，白剑曾在OPPO工作三年，担任硬件总监一职，后又加入小米，担任小米芯片和前瞻研究部门总经理。2020年11月，白剑被曝加入蔚来汽车，担任硬件副总裁，向李斌汇报。近年来，蔚来在研发领域的投入力度一年比一年多，并招揽了多名技术人才加盟，如自动驾驶初创公司Momenta联合创始人、研发总监任少卿、原小鹏汽车自动驾驶产品总监黄鑫、原华米科技首席架构师张磊、原赛灵思亚太地区实验室主任胡成臣等。在2023蔚来创新科技日上，蔚来汽车董事长兼CEO李斌表示，目前蔚来的研发人员超11000人，专利超7300个。李斌称，未来将会继续保持目前的研发投入强度，每个季度保持在30亿人民币左右。2023年三季度财报显示，蔚来三季度交付新车5.54万辆，同比增长75.4%；营收达到190.7亿元，同比增长46.6%，环比增长117.4%，现金储备大幅增加达到452亿元。三季度研发投入30.4亿元，自2016年以来，研发投入已接近400亿元，是新势力中研发投入最多的企业。光大证券研报判断：4Q23E蔚来尽管销量爬坡受行业总体需求偏弱+竞争加剧影响，公司组织架构及渠道改革加快或仍驱动基本面持续改善；蔚来已与长安、吉利达成换电业务合作，换电业务或开辟公司重要盈利模式（不排除分拆NIO Power单独融资）；蔚来智能驾驶数据闭环能力趋于完善，或加速后续智驾功能迭代升级。看好蔚来渠道改革驱动基本面改善前景，后续仍需聚焦全新品牌下探的爬坡能力。\n\n\r\n 责任编辑：张小旋","news_type":1},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655333523,"gmtCreate":1685160351162,"gmtModify":1685162710048,"author":{"id":"3504160418898451","authorId":"3504160418898451","name":"额哦嚯嚯","avatar":"https://static.tigerbbs.com/d67ed6f10b7a5c977b548d78699b73c1","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"某想亦功不可没","listText":"某想亦功不可没","text":"某想亦功不可没","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655333523","repostId":"2338909434","repostType":2,"isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
