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不言蚁语
2025-12-02
理想26000辆,小
不言蚁语
2022-11-01
还是比较客观,风险与机会是相对的。价格6元是底线了吧。7元放胆进去。钱总要有地方放的,而电动车是主流这个50年内改不了。
Is NIO Stock A Buy During The Dip? What To Consider<blockquote>蔚来股票在下跌期间值得买入吗?需要考虑什么</blockquote>
不言蚁语
2022-08-30
我买蔚来就是看了2017年央视2台企业面对面节目,李斌说有51%.成功机会,不像对面的某些大咖不断吹虚技术多牛。而且那时线下交流的意向用户11个人就有6个是买了特斯拉的。现在基本上都买了有2台蔚来以上。
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不言蚁语
2022-07-01
蔚来一台抵小鹏两台不止吧。
小鹏汽车:6月交付量为15295辆,同比增长133%
不言蚁语
2022-06-14
到目前为止自动驾驶都是不管技术和法规都没有达到可行性。特斯拉和小鹏的并不像外界说的那样神奇。自动驾驶在ET7有承诺的,蔚来承诺的都做到了,但是软件不是一步到位的。
抱歉,原内容已删除
不言蚁语
2022-03-31
特斯拉皮带扣都可以卖大几百元,做个几千元手机肯定很好,估计起码一半车主会买。只是考虑怎么样对市场外溢的问题。30万台手机消化盘和几千万台的市场是比较难想通。
李斌回应蔚来造手机:正处于调研阶段
不言蚁语
2021-12-28
我18年底开蔚来去广西,在服务区几个坐大班车的很好奇问我电车能跑长途吗!而且其中就有比亚迪车主,他们一直以来都只是在市区跑,不敢出远门的。真正拾起国人信心还是蔚来,让人知道电车可以去很多地方的,而且能卖那么贵的。
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不言蚁语
2021-10-12
很少人能抵抗20多万能买到100万级别的车的诱惑,虽然不同型号。
Model Y挤爆车管所!特斯拉9月国内销量大涨三倍
不言蚁语
2021-08-20
怎么会有6000人联名反对呢,微信的接龙表格限制在500人的。蔚来自己从来就没有做过广告好不好。都是媒体吸流量的操作。
抱歉,原内容已删除
不言蚁语
2021-08-11
明显任总给底下的人骗了,夸大了成果。
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不言蚁语
2021-08-11
人家输得起,你们明显输急眼了?我虽都掉了70%以上,却支持政府的政策。
抱歉,原内容已删除
不言蚁语
2021-07-20
下个月会更猛,价格才是硬道理,购车人群20-30万的占比50%.30-40万的占不到比5%。蔚来EC6价格36.8万-46.8万这个价位是人少了很多。Y本来对标的是蔚来EC6不是ES6。
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不言蚁语
2021-06-08
批发销售不等于上牌数,买不起蔚来的,不想买小鹏的一般买特斯拉3和Y。毕竟20-30万的消费群体比40-50万的10倍百倍。不过路上广汽和吉利的慢慢多起来了。
乘联会:5月份特斯拉中国批发销量33463辆
不言蚁语
2021-04-08
17年关注蔚来,她不急不慢,4年来她一直按步就班前行,今天的其实都几年前所想设的。
抱歉,原内容已删除
不言蚁语
2021-03-31
说了什么,小学生抄作业也不能这样吧。
抱歉,原内容已删除
不言蚁语
2021-03-22
怀疑因为腾讯和中国人持有特斯拉股票过多,所以老马出阴招,想把股价打下去。
市场向上,股价向下,新能源汽车市值悖论
不言蚁语
2021-03-09
好的公司不能都在美国上市。便宜了美国佬。
消息人士:小鹏、蔚来和理想寻求今年在港上市
不言蚁语
2021-02-18
19年1季度腰拆[贱笑] ,你没有说的,还有车企是零蛋的呢,那是武汉封城了,全国一片时间寂静。
抱歉,原内容已删除
不言蚁语
2021-02-17
老说包机那事,我就在上面,其实大家一直戴口罩的,基本上都是有家庭的人,谁会不注重保护。只有唱歌那两三个人脱了一会口罩而已,机组人员更从来没脱过口罩,唱歌的老葛和两个乐手也是认识才不到两个月,纯粹是大家自我娱乐而已,还有一点是上机前所有人都做了核酸检测的,有专人多次检查凭检测报告进场的。
抱歉,原内容已删除
不言蚁语
2021-01-29
吉利和比亚迪的量最大,就这两个够特斯拉喝一壶了。
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去老虎APP查看更多动态
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13:50","market":"us","language":"en","title":"Is NIO Stock A Buy During The Dip? What To Consider<blockquote>蔚来股票在下跌期间值得买入吗?需要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124445589","media":"Seeking Alpha","summary":"SummaryNIO has seen its shares slump over the last year.Rising interest rates, supply chain issues, and geopoliticaltensions are to blame.That being said, NIO continues to grow its business and its ex","content":"<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>NIO has seen its shares slump over the last year.</li><li>Rising interest rates, supply chain issues, and geopolitical tensions are to blame.</li><li>That being said, NIO continues to grow its business and its expansion to Europe has started.</li></ul><b>Article Thesis</b></p><p><blockquote><ul><li>蔚来的股价在过去一年里暴跌。</li><li>利率上升、供应链问题和地缘政治紧张局势是罪魁祸首。</li><li>也就是说,蔚来继续发展其业务,并开始向欧洲扩张。</li></ul><b>文章论文</b></blockquote></p><p>NIO Inc. (NYSE:NIO) has, like many other EV stocks, seen its shares decline quite a bit so far this year. This has made the stock a lot cheaper, relative to where NIO traded when its shares hit their highs last year. At the same time, NIO has made some operational progress and started its expansion into Europe. NIO isn't profitable yet, and thus may not be suitable for risk-averse investors. But its current valuation is not very demanding, and the company's growth potential is strong.</p><p><blockquote>蔚来(纽约证券交易所股票代码:NIO)与许多其他电动汽车股票一样,今年迄今为止其股价已大幅下跌。与蔚来去年股价触及高点时的交易价格相比,这使得该股便宜得多。与此同时,蔚来也取得了一些运营进展,并开始向欧洲扩张。蔚来尚未盈利,因此可能不适合规避风险的投资者。但其目前估值要求不高,公司成长性较强。</blockquote></p><p><b>Why Has NIO's Price Dipped?</b></p><p><blockquote><b>蔚来汽车为何价格下跌?</b></blockquote></p><p>NIO has seen its share price decline by 72% over the last year. More recently, its share price performance has been far from great, too. Over the last month, NIO's stock price declined by a little over 40%, which destroyed more than $10 billion in market capitalization. There are several factors at play when it comes to explaining NIO's share price decline.</p><p><blockquote>蔚来的股价去年下跌了72%。最近,其股价表现也远非出色。过去一个月,蔚来汽车的股价下跌了40%多一点,市值蒸发了超过100亿美元。蔚来汽车股价下跌的原因有几个。</blockquote></p><p>First, the company had been trading at a rather high valuation last year, when the market was overly optimistic about EV stocks. NIO, along with stocks such as Tesla (TSLA), Lucid (LCID), Rivian (RIVN), and so on, was trading at a very high valuation back then. Since then, enthusiasm has waned, which is why all of these and many additional EV stocks have performed badly in that time frame, some even worse than NIO.</p><p><blockquote>首先,该公司去年的估值相当高,当时市场对电动汽车股票过于乐观。蔚来以及特斯拉 (TSLA)、Lucid (LCID)、Rivian (RIVN) 等股票当时的估值非常高。从那时起,人们的热情就消退了,这就是为什么所有这些股票以及许多其他电动汽车股票在那段时间内表现不佳,有些甚至比蔚来还要糟糕。</blockquote></p><p>Second, rising interest rates are a headwind for companies such as NIO. The company is not profitable yet but has a strong growth outlook, which should allow it to become profitable eventually. All of NIO's profits thus will be generated years or decades from now. In a zero-interest-rate environment, where discount rates in DCF models are low, these not-yet-profitable long-duration assets may be trading at high valuations. But since interest rates have risen sharply this year, including over the last couple of weeks, discount rates have risen, which has an especially large impact on growth stocks/long-duration assets, whereas less expensive value stocks aren't impacted as much.</p><p><blockquote>其次,利率上升对蔚来等公司来说是一个阻力。该公司尚未盈利,但增长前景强劲,这应该会使其最终实现盈利。因此,蔚来汽车的所有利润都将在几年或几十年后产生。在零利率环境下,DCF 模型的贴现率较低,这些尚未盈利的长期资产可能会以高估值进行交易。但由于今年利率大幅上升,包括过去几周,贴现率也随之上升,这对成长型股票/长期资产的影响尤其大,而价格较低的价值股票则没有受到太大影响。</blockquote></p><p>On top of that, the market has also become more worried about Chinese equities in general, due to geopolitical tensions, and it is nevertheless a macro risk for companies such as NIO. It should be noted that many US-based companies could be highly impacted by growing tensions as well, such as Tesla with its large China footprint, or Apple (AAPL) that generates billions of dollars in revenue in China.</p><p><blockquote>最重要的是,由于地缘政治紧张局势,市场对中国股市也变得更加担忧,这对蔚来等公司来说仍然是一个宏观风险。值得注意的是,许多美国公司也可能受到紧张局势加剧的严重影响,例如在中国拥有庞大业务的特斯拉,或在中国创造数十亿美元收入的苹果(AAPL)。</blockquote></p><p>NIO has also been impacted by some company-specific items, such as its weaker-than-expected growth in recent months. During September, the most recent month we have data for, NIO's deliveries totaled 10,900 vehicles. That's just up by 2% year over year. Q3 numbers overall were better, but with a 29% year-over-year growth rate NIO grew less than the overall EV market in China, and it underperformed competitors such as BYD (OTCPK: BYDDY), which delivered growth of close to 200% in the same time frame. NIO's smaller peers, such as XPeng (XPEV) and Li Auto (LI) also did not grow their sales as much as the market, thus NIO was not the only EV player that saw its sales growth rate dip. Nevertheless, market share losses aren't positive, and BYD has shown that it was possible for Chinese EV players to grow considerably in recent months.</p><p><blockquote>蔚来还受到一些公司特定项目的影响,例如近几个月的增长弱于预期。9 月份,也就是我们掌握数据的最近一个月,蔚来汽车的交付量总计 10,900 辆。同比仅增长 2%。第三季度的数据总体较好,但蔚来的同比增长率为 29%,低于中国整体电动汽车市场的增长率,而且表现不如比亚迪(OTCPK:BYDDY)等竞争对手,后者同期实现了接近 200% 的增长。蔚来汽车的小型同行,如小鹏汽车(XPEV)和理想汽车(LI),其销量增长速度也不如市场,因此蔚来并不是唯一一家销量增长率下降的电动汽车制造商。然而,市场份额损失并不乐观,比亚迪已经表明,中国电动汽车企业近几个月来有可能大幅增长。</blockquote></p><p>NIO's management has stated that the not overly high delivery growth rate was caused by supply chain issues and that there is not a demand problem. That's good news, as supply chain issues can and will be solved, especially once COVID measures in China ease. As long as NIO's brand remains strong and there is demand for its vehicles, the underwhelming deliveries growth rate thus looks like a temporary issue. It's nevertheless clear that other EV players, mainly BYD, have apparently managed to handle supply chain issues better, which could be due to BYD's larger size that allows for more experience in sourcing material from different suppliers, etc.</p><p><blockquote>蔚来管理层表示,交付增长率不过高是由供应链问题造成的,不存在需求问题。这是个好消息,因为供应链问题可以而且将会得到解决,特别是一旦中国的新冠疫情措施放松。只要蔚来的品牌保持强大,并且对其车辆有需求,那么令人印象深刻的交付量增长率看起来就只是一个暂时的问题。尽管如此,很明显,其他电动汽车制造商,主要是比亚迪,显然已经设法更好地处理供应链问题,这可能是由于比亚迪的规模更大,可以在从不同供应商采购材料方面拥有更多经验等。</blockquote></p><p><b>What Is NIO's Outlook?</b></p><p><blockquote><b>蔚来汽车的前景如何?</b></blockquote></p><p></p><p>As an EV pureplay, NIO's market potential depends on the ongoing growth of the global EV market. Especially in NIO's home country, China, where growth has been excellent in the recent past. In China, around 20% of new vehicles are NEVs, or new energy vehicles. This primarily includes EVs (plug-in hybrids and BEVs) while other technologies such as hydrogen play a negligible role for now. With millions of EVs being sold in China alone (in September NEV sales totaled more than 600,000), and with that number growing at a rate of almost 100% year over year, there is a huge and rapidly expanding market opportunity in NIO's home country - the most important EV market in the world.</p><p><blockquote>作为电动汽车纯玩家,蔚来的市场潜力取决于全球电动汽车市场的持续增长。尤其是在蔚来的祖国中国,该国近年来的增长非常出色。在中国,大约20%的新车是新能源汽车。这主要包括电动汽车(插电式混合动力汽车和纯电动汽车),而氢等其他技术目前发挥的作用可以忽略不计。仅在中国就售出了数百万辆电动汽车(9月份新能源汽车销量总计超过60万辆),并且这一数字以几乎100%的速度逐年增长,蔚来汽车的祖国——全球最重要的电动汽车市场——蕴藏着巨大且快速扩张的市场机遇。</blockquote></p><p>NIO's vehicles are above-average in price and quality, which is why the company can't address all parts of the market. But even the premium market it addresses is very large and growing rapidly, showcased, for example, by Tesla's sales pace. NIO's production constraints should ease going forward, based on easing supply chain worries that I expect over the next couple of quarters as lockdown measures in China will hopefully wane eventually and since companies adapt to these issues over time.</p><p><blockquote>蔚来汽车的汽车在价格和质量上都高于平均水平,这就是该公司无法解决市场所有部分的原因。但即使是它所针对的高端市场也非常庞大且增长迅速,例如特斯拉的销售速度就证明了这一点。蔚来的生产限制未来应该会有所缓解,因为我预计未来几个季度供应链担忧会有所缓解,因为中国的封锁措施最终有望减弱,而且企业会随着时间的推移适应这些问题。</blockquote></p><p>NIO is also expanding outside of its home market, China. Recently, the company opened its first battery-swapping station in Germany, which is Europe's largest automobile market, where other EV companies also see a lot of potential - such as Tesla, which built a Gigafactory there. NIO had already been active in Norway before that, which is usually the first European market EV companies from outside of Europe expand to. Now, NIO is active in several European markets, including the Netherlands, Sweden, and Denmark, on top of the aforementioned Norway and Germany. The first model that was introduced in Europe is the ET7, NIO's high-end sedan, but NIO will introduce additional models over time. The company plans to build 20 swapping stations in Europe by the end of the year, which will introduce the vast European market to NIO's unique tech that differentiates it from other EV players where consumers have to accept long charging times, whereas NIO's battery swaps only require a couple of minutes, thereby providing a clear unique selling point that should be beneficial for NIO's potential to sell vehicles.</p><p><blockquote>蔚来还在其本土市场中国大陆之外扩张。最近,该公司在欧洲最大的汽车市场德国开设了第一个换电站,其他电动汽车公司也看到了德国的巨大潜力——例如特斯拉,它在德国建造了一座超级工厂。在此之前,蔚来已经活跃在挪威,挪威通常是欧洲以外的电动汽车公司扩展到的第一个欧洲市场。现在,除了前面提到的挪威和德国之外,蔚来还活跃在几个欧洲市场,包括荷兰、瑞典和丹麦。在欧洲推出的第一款车型是蔚来汽车的高端轿车ET7,但随着时间的推移,蔚来将推出更多车型。该公司计划到今年年底在欧洲建造20个换电站,这将把蔚来独特的技术引入广阔的欧洲市场,使其有别于其他电动汽车厂商,在其他电动汽车厂商中,消费者必须接受较长的充电时间,而蔚来的电池更换只需要几分钟,从而提供了一个清晰的独特卖点,这应该有利于蔚来汽车的销售潜力。</blockquote></p><p>Between these factors, NIO should be able to grow its business very meaningfully over the next couple of years. Of course, revenues alone do not make a company a great investment, thus NIO will have to prove that it can also generate compelling profits over time. Thanks to the high prices for its vehicles, as it sells to the less price-sensitive premium market, that should be possible, although the exact timing when it will first become profitable is not yet known.</p><p><blockquote>在这些因素之间,蔚来应该能够在未来几年内大幅增长其业务。当然,收入本身并不能使一家公司成为一项伟大的投资,因此蔚来必须证明它也可以随着时间的推移产生令人信服的利润。由于其车辆价格较高,因为它向对价格不太敏感的高端市场销售,这应该是可能的,尽管它首次盈利的确切时间尚不清楚。</blockquote></p><p>From a valuation basis, NIO does not look very expensive versus other EV players:</p><p><blockquote>从估值基础来看,与其他电动汽车制造商相比,蔚来看起来并不是很贵:</blockquote></p><p><img src=\"https://static.tigerbbs.com/f2b729bebc2b8e3d904230bbdbf463a4\" tg-width=\"635\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p><blockquote>数据由YCharts提供</blockquote></p><p>XPeng is less expensive than NIO, but other relevant peers such as Li, Tesla, Lucid, and Rivian are more expensive on a price-to-sales basis. Especially the three US-based peers, which are trading at way higher valuations than NIO, which makes NIO look attractive by comparison.</p><p><blockquote>小鹏汽车比蔚来便宜,但其他相关同行,如李、特斯拉、Lucid和Rivian,按市销率计算更贵。尤其是三家美国同行,它们的估值远高于蔚来,相比之下,蔚来看起来很有吸引力。</blockquote></p><p><b>Is NIO Stock A Buy, Hold, Or Sell?</b></p><p><blockquote><b>蔚来股票是买入、持有还是卖出?</b></blockquote></p><p>NIO is battling with some supply chain problems, which is why its growth in recent quarters wasn't overly strong. Still, NIO hit a new record in Q3, and delivered growth in the 30% range, which is far from bad. With the ongoing expansion in Europe, growth could accelerate going forward, especially when/if China eases its COVID policy.</p><p><blockquote>蔚来正在与一些供应链问题作斗争,这就是其最近几个季度的增长并不太强劲的原因。尽管如此,蔚来在第三季度创下了新纪录,并实现了30%的增长,这远非糟糕。随着欧洲的持续扩张,未来增长可能会加速,特别是当/如果中国放松其COVID政策时。</blockquote></p><p>From a valuation perspective, NIO looks like one of the better EV players, as it trades at a hefty discount relative to many of its peers. That being said, there are some China-specific risks that investors should consider. If geopolitical tensions escalate further, an investment in Chinese companies such as NIO could be risky, although that would also impact American companies that are reliant on the Chinese market, such as Tesla.</p><p><blockquote>从估值角度来看,蔚来看起来像是更好的电动汽车参与者之一,因为它的交易价格相对于许多同行大幅折扣。也就是说,投资者应该考虑一些中国特有的风险。如果地缘政治紧张局势进一步升级,投资蔚来等中国公司可能存在风险,尽管这也会影响特斯拉等依赖中国市场的美国公司。</blockquote></p><p>Overall, NIO has some opportunities, but in the current environment of rising interest rates and macro uncertainties, it is far from a sure bet that NIO will rise in the near term. I thus am neutral when it comes to NIO right now.</p><p><blockquote>总体而言,蔚来有一些机会,但在当前利率上升和宏观不确定性的环境下,蔚来近期上涨还远不是板上钉钉的事。因此,当谈到蔚来时,我是中立的。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></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>Is NIO Stock A Buy During The Dip? What To Consider<blockquote>蔚来股票在下跌期间值得买入吗?需要考虑什么</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nIs NIO Stock A Buy During The Dip? What To Consider<blockquote>蔚来股票在下跌期间值得买入吗?需要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-10-25 13:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>NIO has seen its shares slump over the last year.</li><li>Rising interest rates, supply chain issues, and geopolitical tensions are to blame.</li><li>That being said, NIO continues to grow its business and its expansion to Europe has started.</li></ul><b>Article Thesis</b></p><p><blockquote><ul><li>蔚来的股价在过去一年里暴跌。</li><li>利率上升、供应链问题和地缘政治紧张局势是罪魁祸首。</li><li>也就是说,蔚来继续发展其业务,并开始向欧洲扩张。</li></ul><b>文章论文</b></blockquote></p><p>NIO Inc. (NYSE:NIO) has, like many other EV stocks, seen its shares decline quite a bit so far this year. This has made the stock a lot cheaper, relative to where NIO traded when its shares hit their highs last year. At the same time, NIO has made some operational progress and started its expansion into Europe. NIO isn't profitable yet, and thus may not be suitable for risk-averse investors. But its current valuation is not very demanding, and the company's growth potential is strong.</p><p><blockquote>蔚来(纽约证券交易所股票代码:NIO)与许多其他电动汽车股票一样,今年迄今为止其股价已大幅下跌。与蔚来去年股价触及高点时的交易价格相比,这使得该股便宜得多。与此同时,蔚来也取得了一些运营进展,并开始向欧洲扩张。蔚来尚未盈利,因此可能不适合规避风险的投资者。但其目前估值要求不高,公司成长性较强。</blockquote></p><p><b>Why Has NIO's Price Dipped?</b></p><p><blockquote><b>蔚来汽车为何价格下跌?</b></blockquote></p><p>NIO has seen its share price decline by 72% over the last year. More recently, its share price performance has been far from great, too. Over the last month, NIO's stock price declined by a little over 40%, which destroyed more than $10 billion in market capitalization. There are several factors at play when it comes to explaining NIO's share price decline.</p><p><blockquote>蔚来的股价去年下跌了72%。最近,其股价表现也远非出色。过去一个月,蔚来汽车的股价下跌了40%多一点,市值蒸发了超过100亿美元。蔚来汽车股价下跌的原因有几个。</blockquote></p><p>First, the company had been trading at a rather high valuation last year, when the market was overly optimistic about EV stocks. NIO, along with stocks such as Tesla (TSLA), Lucid (LCID), Rivian (RIVN), and so on, was trading at a very high valuation back then. Since then, enthusiasm has waned, which is why all of these and many additional EV stocks have performed badly in that time frame, some even worse than NIO.</p><p><blockquote>首先,该公司去年的估值相当高,当时市场对电动汽车股票过于乐观。蔚来以及特斯拉 (TSLA)、Lucid (LCID)、Rivian (RIVN) 等股票当时的估值非常高。从那时起,人们的热情就消退了,这就是为什么所有这些股票以及许多其他电动汽车股票在那段时间内表现不佳,有些甚至比蔚来还要糟糕。</blockquote></p><p>Second, rising interest rates are a headwind for companies such as NIO. The company is not profitable yet but has a strong growth outlook, which should allow it to become profitable eventually. All of NIO's profits thus will be generated years or decades from now. In a zero-interest-rate environment, where discount rates in DCF models are low, these not-yet-profitable long-duration assets may be trading at high valuations. But since interest rates have risen sharply this year, including over the last couple of weeks, discount rates have risen, which has an especially large impact on growth stocks/long-duration assets, whereas less expensive value stocks aren't impacted as much.</p><p><blockquote>其次,利率上升对蔚来等公司来说是一个阻力。该公司尚未盈利,但增长前景强劲,这应该会使其最终实现盈利。因此,蔚来汽车的所有利润都将在几年或几十年后产生。在零利率环境下,DCF 模型的贴现率较低,这些尚未盈利的长期资产可能会以高估值进行交易。但由于今年利率大幅上升,包括过去几周,贴现率也随之上升,这对成长型股票/长期资产的影响尤其大,而价格较低的价值股票则没有受到太大影响。</blockquote></p><p>On top of that, the market has also become more worried about Chinese equities in general, due to geopolitical tensions, and it is nevertheless a macro risk for companies such as NIO. It should be noted that many US-based companies could be highly impacted by growing tensions as well, such as Tesla with its large China footprint, or Apple (AAPL) that generates billions of dollars in revenue in China.</p><p><blockquote>最重要的是,由于地缘政治紧张局势,市场对中国股市也变得更加担忧,这对蔚来等公司来说仍然是一个宏观风险。值得注意的是,许多美国公司也可能受到紧张局势加剧的严重影响,例如在中国拥有庞大业务的特斯拉,或在中国创造数十亿美元收入的苹果(AAPL)。</blockquote></p><p>NIO has also been impacted by some company-specific items, such as its weaker-than-expected growth in recent months. During September, the most recent month we have data for, NIO's deliveries totaled 10,900 vehicles. That's just up by 2% year over year. Q3 numbers overall were better, but with a 29% year-over-year growth rate NIO grew less than the overall EV market in China, and it underperformed competitors such as BYD (OTCPK: BYDDY), which delivered growth of close to 200% in the same time frame. NIO's smaller peers, such as XPeng (XPEV) and Li Auto (LI) also did not grow their sales as much as the market, thus NIO was not the only EV player that saw its sales growth rate dip. Nevertheless, market share losses aren't positive, and BYD has shown that it was possible for Chinese EV players to grow considerably in recent months.</p><p><blockquote>蔚来还受到一些公司特定项目的影响,例如近几个月的增长弱于预期。9 月份,也就是我们掌握数据的最近一个月,蔚来汽车的交付量总计 10,900 辆。同比仅增长 2%。第三季度的数据总体较好,但蔚来的同比增长率为 29%,低于中国整体电动汽车市场的增长率,而且表现不如比亚迪(OTCPK:BYDDY)等竞争对手,后者同期实现了接近 200% 的增长。蔚来汽车的小型同行,如小鹏汽车(XPEV)和理想汽车(LI),其销量增长速度也不如市场,因此蔚来并不是唯一一家销量增长率下降的电动汽车制造商。然而,市场份额损失并不乐观,比亚迪已经表明,中国电动汽车企业近几个月来有可能大幅增长。</blockquote></p><p>NIO's management has stated that the not overly high delivery growth rate was caused by supply chain issues and that there is not a demand problem. That's good news, as supply chain issues can and will be solved, especially once COVID measures in China ease. As long as NIO's brand remains strong and there is demand for its vehicles, the underwhelming deliveries growth rate thus looks like a temporary issue. It's nevertheless clear that other EV players, mainly BYD, have apparently managed to handle supply chain issues better, which could be due to BYD's larger size that allows for more experience in sourcing material from different suppliers, etc.</p><p><blockquote>蔚来管理层表示,交付增长率不过高是由供应链问题造成的,不存在需求问题。这是个好消息,因为供应链问题可以而且将会得到解决,特别是一旦中国的新冠疫情措施放松。只要蔚来的品牌保持强大,并且对其车辆有需求,那么令人印象深刻的交付量增长率看起来就只是一个暂时的问题。尽管如此,很明显,其他电动汽车制造商,主要是比亚迪,显然已经设法更好地处理供应链问题,这可能是由于比亚迪的规模更大,可以在从不同供应商采购材料方面拥有更多经验等。</blockquote></p><p><b>What Is NIO's Outlook?</b></p><p><blockquote><b>蔚来汽车的前景如何?</b></blockquote></p><p></p><p>As an EV pureplay, NIO's market potential depends on the ongoing growth of the global EV market. Especially in NIO's home country, China, where growth has been excellent in the recent past. In China, around 20% of new vehicles are NEVs, or new energy vehicles. This primarily includes EVs (plug-in hybrids and BEVs) while other technologies such as hydrogen play a negligible role for now. With millions of EVs being sold in China alone (in September NEV sales totaled more than 600,000), and with that number growing at a rate of almost 100% year over year, there is a huge and rapidly expanding market opportunity in NIO's home country - the most important EV market in the world.</p><p><blockquote>作为电动汽车纯玩家,蔚来的市场潜力取决于全球电动汽车市场的持续增长。尤其是在蔚来的祖国中国,该国近年来的增长非常出色。在中国,大约20%的新车是新能源汽车。这主要包括电动汽车(插电式混合动力汽车和纯电动汽车),而氢等其他技术目前发挥的作用可以忽略不计。仅在中国就售出了数百万辆电动汽车(9月份新能源汽车销量总计超过60万辆),并且这一数字以几乎100%的速度逐年增长,蔚来汽车的祖国——全球最重要的电动汽车市场——蕴藏着巨大且快速扩张的市场机遇。</blockquote></p><p>NIO's vehicles are above-average in price and quality, which is why the company can't address all parts of the market. But even the premium market it addresses is very large and growing rapidly, showcased, for example, by Tesla's sales pace. NIO's production constraints should ease going forward, based on easing supply chain worries that I expect over the next couple of quarters as lockdown measures in China will hopefully wane eventually and since companies adapt to these issues over time.</p><p><blockquote>蔚来汽车的汽车在价格和质量上都高于平均水平,这就是该公司无法解决市场所有部分的原因。但即使是它所针对的高端市场也非常庞大且增长迅速,例如特斯拉的销售速度就证明了这一点。蔚来的生产限制未来应该会有所缓解,因为我预计未来几个季度供应链担忧会有所缓解,因为中国的封锁措施最终有望减弱,而且企业会随着时间的推移适应这些问题。</blockquote></p><p>NIO is also expanding outside of its home market, China. Recently, the company opened its first battery-swapping station in Germany, which is Europe's largest automobile market, where other EV companies also see a lot of potential - such as Tesla, which built a Gigafactory there. NIO had already been active in Norway before that, which is usually the first European market EV companies from outside of Europe expand to. Now, NIO is active in several European markets, including the Netherlands, Sweden, and Denmark, on top of the aforementioned Norway and Germany. The first model that was introduced in Europe is the ET7, NIO's high-end sedan, but NIO will introduce additional models over time. The company plans to build 20 swapping stations in Europe by the end of the year, which will introduce the vast European market to NIO's unique tech that differentiates it from other EV players where consumers have to accept long charging times, whereas NIO's battery swaps only require a couple of minutes, thereby providing a clear unique selling point that should be beneficial for NIO's potential to sell vehicles.</p><p><blockquote>蔚来还在其本土市场中国大陆之外扩张。最近,该公司在欧洲最大的汽车市场德国开设了第一个换电站,其他电动汽车公司也看到了德国的巨大潜力——例如特斯拉,它在德国建造了一座超级工厂。在此之前,蔚来已经活跃在挪威,挪威通常是欧洲以外的电动汽车公司扩展到的第一个欧洲市场。现在,除了前面提到的挪威和德国之外,蔚来还活跃在几个欧洲市场,包括荷兰、瑞典和丹麦。在欧洲推出的第一款车型是蔚来汽车的高端轿车ET7,但随着时间的推移,蔚来将推出更多车型。该公司计划到今年年底在欧洲建造20个换电站,这将把蔚来独特的技术引入广阔的欧洲市场,使其有别于其他电动汽车厂商,在其他电动汽车厂商中,消费者必须接受较长的充电时间,而蔚来的电池更换只需要几分钟,从而提供了一个清晰的独特卖点,这应该有利于蔚来汽车的销售潜力。</blockquote></p><p>Between these factors, NIO should be able to grow its business very meaningfully over the next couple of years. Of course, revenues alone do not make a company a great investment, thus NIO will have to prove that it can also generate compelling profits over time. Thanks to the high prices for its vehicles, as it sells to the less price-sensitive premium market, that should be possible, although the exact timing when it will first become profitable is not yet known.</p><p><blockquote>在这些因素之间,蔚来应该能够在未来几年内大幅增长其业务。当然,收入本身并不能使一家公司成为一项伟大的投资,因此蔚来必须证明它也可以随着时间的推移产生令人信服的利润。由于其车辆价格较高,因为它向对价格不太敏感的高端市场销售,这应该是可能的,尽管它首次盈利的确切时间尚不清楚。</blockquote></p><p>From a valuation basis, NIO does not look very expensive versus other EV players:</p><p><blockquote>从估值基础来看,与其他电动汽车制造商相比,蔚来看起来并不是很贵:</blockquote></p><p><img src=\"https://static.tigerbbs.com/f2b729bebc2b8e3d904230bbdbf463a4\" tg-width=\"635\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p><blockquote>数据由YCharts提供</blockquote></p><p>XPeng is less expensive than NIO, but other relevant peers such as Li, Tesla, Lucid, and Rivian are more expensive on a price-to-sales basis. Especially the three US-based peers, which are trading at way higher valuations than NIO, which makes NIO look attractive by comparison.</p><p><blockquote>小鹏汽车比蔚来便宜,但其他相关同行,如李、特斯拉、Lucid和Rivian,按市销率计算更贵。尤其是三家美国同行,它们的估值远高于蔚来,相比之下,蔚来看起来很有吸引力。</blockquote></p><p><b>Is NIO Stock A Buy, Hold, Or Sell?</b></p><p><blockquote><b>蔚来股票是买入、持有还是卖出?</b></blockquote></p><p>NIO is battling with some supply chain problems, which is why its growth in recent quarters wasn't overly strong. Still, NIO hit a new record in Q3, and delivered growth in the 30% range, which is far from bad. With the ongoing expansion in Europe, growth could accelerate going forward, especially when/if China eases its COVID policy.</p><p><blockquote>蔚来正在与一些供应链问题作斗争,这就是其最近几个季度的增长并不太强劲的原因。尽管如此,蔚来在第三季度创下了新纪录,并实现了30%的增长,这远非糟糕。随着欧洲的持续扩张,未来增长可能会加速,特别是当/如果中国放松其COVID政策时。</blockquote></p><p>From a valuation perspective, NIO looks like one of the better EV players, as it trades at a hefty discount relative to many of its peers. That being said, there are some China-specific risks that investors should consider. If geopolitical tensions escalate further, an investment in Chinese companies such as NIO could be risky, although that would also impact American companies that are reliant on the Chinese market, such as Tesla.</p><p><blockquote>从估值角度来看,蔚来看起来像是更好的电动汽车参与者之一,因为它的交易价格相对于许多同行大幅折扣。也就是说,投资者应该考虑一些中国特有的风险。如果地缘政治紧张局势进一步升级,投资蔚来等中国公司可能存在风险,尽管这也会影响特斯拉等依赖中国市场的美国公司。</blockquote></p><p>Overall, NIO has some opportunities, but in the current environment of rising interest rates and macro uncertainties, it is far from a sure bet that NIO will rise in the near term. I thus am neutral when it comes to NIO right now.</p><p><blockquote>总体而言,蔚来有一些机会,但在当前利率上升和宏观不确定性的环境下,蔚来近期上涨还远不是板上钉钉的事。因此,当谈到蔚来时,我是中立的。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4548536-is-nio-stock-buy-during-dip\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4548536-is-nio-stock-buy-during-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124445589","content_text":"SummaryNIO has seen its shares slump over the last year.Rising interest rates, supply chain issues, and geopolitical tensions are to blame.That being said, NIO continues to grow its business and its expansion to Europe has started.Article ThesisNIO Inc. (NYSE:NIO) has, like many other EV stocks, seen its shares decline quite a bit so far this year. This has made the stock a lot cheaper, relative to where NIO traded when its shares hit their highs last year. At the same time, NIO has made some operational progress and started its expansion into Europe. NIO isn't profitable yet, and thus may not be suitable for risk-averse investors. But its current valuation is not very demanding, and the company's growth potential is strong.Why Has NIO's Price Dipped?NIO has seen its share price decline by 72% over the last year. More recently, its share price performance has been far from great, too. Over the last month, NIO's stock price declined by a little over 40%, which destroyed more than $10 billion in market capitalization. There are several factors at play when it comes to explaining NIO's share price decline.First, the company had been trading at a rather high valuation last year, when the market was overly optimistic about EV stocks. NIO, along with stocks such as Tesla (TSLA), Lucid (LCID), Rivian (RIVN), and so on, was trading at a very high valuation back then. Since then, enthusiasm has waned, which is why all of these and many additional EV stocks have performed badly in that time frame, some even worse than NIO.Second, rising interest rates are a headwind for companies such as NIO. The company is not profitable yet but has a strong growth outlook, which should allow it to become profitable eventually. All of NIO's profits thus will be generated years or decades from now. In a zero-interest-rate environment, where discount rates in DCF models are low, these not-yet-profitable long-duration assets may be trading at high valuations. But since interest rates have risen sharply this year, including over the last couple of weeks, discount rates have risen, which has an especially large impact on growth stocks/long-duration assets, whereas less expensive value stocks aren't impacted as much.On top of that, the market has also become more worried about Chinese equities in general, due to geopolitical tensions, and it is nevertheless a macro risk for companies such as NIO. It should be noted that many US-based companies could be highly impacted by growing tensions as well, such as Tesla with its large China footprint, or Apple (AAPL) that generates billions of dollars in revenue in China.NIO has also been impacted by some company-specific items, such as its weaker-than-expected growth in recent months. During September, the most recent month we have data for, NIO's deliveries totaled 10,900 vehicles. That's just up by 2% year over year. Q3 numbers overall were better, but with a 29% year-over-year growth rate NIO grew less than the overall EV market in China, and it underperformed competitors such as BYD (OTCPK: BYDDY), which delivered growth of close to 200% in the same time frame. NIO's smaller peers, such as XPeng (XPEV) and Li Auto (LI) also did not grow their sales as much as the market, thus NIO was not the only EV player that saw its sales growth rate dip. Nevertheless, market share losses aren't positive, and BYD has shown that it was possible for Chinese EV players to grow considerably in recent months.NIO's management has stated that the not overly high delivery growth rate was caused by supply chain issues and that there is not a demand problem. That's good news, as supply chain issues can and will be solved, especially once COVID measures in China ease. As long as NIO's brand remains strong and there is demand for its vehicles, the underwhelming deliveries growth rate thus looks like a temporary issue. It's nevertheless clear that other EV players, mainly BYD, have apparently managed to handle supply chain issues better, which could be due to BYD's larger size that allows for more experience in sourcing material from different suppliers, etc.What Is NIO's Outlook?As an EV pureplay, NIO's market potential depends on the ongoing growth of the global EV market. Especially in NIO's home country, China, where growth has been excellent in the recent past. In China, around 20% of new vehicles are NEVs, or new energy vehicles. This primarily includes EVs (plug-in hybrids and BEVs) while other technologies such as hydrogen play a negligible role for now. With millions of EVs being sold in China alone (in September NEV sales totaled more than 600,000), and with that number growing at a rate of almost 100% year over year, there is a huge and rapidly expanding market opportunity in NIO's home country - the most important EV market in the world.NIO's vehicles are above-average in price and quality, which is why the company can't address all parts of the market. But even the premium market it addresses is very large and growing rapidly, showcased, for example, by Tesla's sales pace. NIO's production constraints should ease going forward, based on easing supply chain worries that I expect over the next couple of quarters as lockdown measures in China will hopefully wane eventually and since companies adapt to these issues over time.NIO is also expanding outside of its home market, China. Recently, the company opened its first battery-swapping station in Germany, which is Europe's largest automobile market, where other EV companies also see a lot of potential - such as Tesla, which built a Gigafactory there. NIO had already been active in Norway before that, which is usually the first European market EV companies from outside of Europe expand to. Now, NIO is active in several European markets, including the Netherlands, Sweden, and Denmark, on top of the aforementioned Norway and Germany. The first model that was introduced in Europe is the ET7, NIO's high-end sedan, but NIO will introduce additional models over time. The company plans to build 20 swapping stations in Europe by the end of the year, which will introduce the vast European market to NIO's unique tech that differentiates it from other EV players where consumers have to accept long charging times, whereas NIO's battery swaps only require a couple of minutes, thereby providing a clear unique selling point that should be beneficial for NIO's potential to sell vehicles.Between these factors, NIO should be able to grow its business very meaningfully over the next couple of years. Of course, revenues alone do not make a company a great investment, thus NIO will have to prove that it can also generate compelling profits over time. Thanks to the high prices for its vehicles, as it sells to the less price-sensitive premium market, that should be possible, although the exact timing when it will first become profitable is not yet known.From a valuation basis, NIO does not look very expensive versus other EV players:Data by YChartsXPeng is less expensive than NIO, but other relevant peers such as Li, Tesla, Lucid, and Rivian are more expensive on a price-to-sales basis. Especially the three US-based peers, which are trading at way higher valuations than NIO, which makes NIO look attractive by comparison.Is NIO Stock A Buy, Hold, Or Sell?NIO is battling with some supply chain problems, which is why its growth in recent quarters wasn't overly strong. Still, NIO hit a new record in Q3, and delivered growth in the 30% range, which is far from bad. With the ongoing expansion in Europe, growth could accelerate going forward, especially when/if China eases its COVID policy.From a valuation perspective, NIO looks like one of the better EV players, as it trades at a hefty discount relative to many of its peers. That being said, there are some China-specific risks that investors should consider. If geopolitical tensions escalate further, an investment in Chinese companies such as NIO could be risky, although that would also impact American companies that are reliant on the Chinese market, such as Tesla.Overall, NIO has some opportunities, but in the current environment of rising interest rates and macro uncertainties, it is far from a sure bet that NIO will rise in the near term. I thus am neutral when it comes to NIO right now.","news_type":1,"symbols_score_info":{"09866":0.9,"NIO":0.9,"NIO.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":8065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660535237,"gmtCreate":1661817606333,"gmtModify":1661817606333,"author":{"id":"3510661563471726","authorId":"3510661563471726","name":"不言蚁语","avatar":"https://static.tigerbbs.com/5578cccdf5d2e0c550fc83fdac18ac9b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510661563471726","authorIdStr":"3510661563471726"},"themes":[],"title":"","htmlText":"我买蔚来就是看了2017年央视2台企业面对面节目,李斌说有51%.成功机会,不像对面的某些大咖不断吹虚技术多牛。而且那时线下交流的意向用户11个人就有6个是买了特斯拉的。现在基本上都买了有2台蔚来以上。","listText":"我买蔚来就是看了2017年央视2台企业面对面节目,李斌说有51%.成功机会,不像对面的某些大咖不断吹虚技术多牛。而且那时线下交流的意向用户11个人就有6个是买了特斯拉的。现在基本上都买了有2台蔚来以上。","text":"我买蔚来就是看了2017年央视2台企业面对面节目,李斌说有51%.成功机会,不像对面的某些大咖不断吹虚技术多牛。而且那时线下交流的意向用户11个人就有6个是买了特斯拉的。现在基本上都买了有2台蔚来以上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/660535237","repostId":"2262199934","repostType":2,"isVote":1,"tweetType":1,"viewCount":12150,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000151","authorId":"9000000000000151","name":"赚认知的米","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000151","authorIdStr":"9000000000000151"},"content":"我也相信蔚来,我打算明天去买一辆蔚来。","text":"我也相信蔚来,我打算明天去买一辆蔚来。","html":"我也相信蔚来,我打算明天去买一辆蔚来。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":681340972,"gmtCreate":1656685419201,"gmtModify":1704865627859,"author":{"id":"3510661563471726","authorId":"3510661563471726","name":"不言蚁语","avatar":"https://static.tigerbbs.com/5578cccdf5d2e0c550fc83fdac18ac9b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510661563471726","authorIdStr":"3510661563471726"},"themes":[],"title":"","htmlText":"蔚来一台抵小鹏两台不止吧。","listText":"蔚来一台抵小鹏两台不止吧。","text":"蔚来一台抵小鹏两台不止吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/681340972","repostId":"1126186366","repostType":2,"repost":{"id":"1126186366","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":1656670205,"share":"https://www.laohunote.com/m/news/1126186366?lang=zh_CN&edition=full","pubTime":"2022-07-01 18:10","market":"us","language":"zh","title":"小鹏汽车:6月交付量为15295辆,同比增长133%","url":"https://stock-news.laohu8.com/highlight/detail?id=1126186366","media":"老虎资讯综合","summary":"小鹏汽车:6月交付量为15295辆,同比增长133%,获本月新势力交付冠军。第二季度总交付34422台,连续四个季度获新势力交付冠军;1-6月累计交付68983台,为去年同期累计交付2.2倍。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>:6月交付量为15295辆,同比增长133%,获本月新势力交付冠军。</p><p>第二季度总交付34422台,连续四个季度获新势力交付冠军;</p><p>1-6月累计交付68983台,为去年同期累计交付2.2倍。</p><p><img src=\"https://static.tigerbbs.com/bd0ee530cf77efc58d10779e164f9d06\" tg-width=\"1080\" tg-height=\"2336\" referrerpolicy=\"no-referrer\"/></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>小鹏汽车:6月交付量为15295辆,同比增长133%</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 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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小鹏汽车:6月交付量为15295辆,同比增长133%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-07-01 18:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>:6月交付量为15295辆,同比增长133%,获本月新势力交付冠军。</p><p>第二季度总交付34422台,连续四个季度获新势力交付冠军;</p><p>1-6月累计交付68983台,为去年同期累计交付2.2倍。</p><p><img src=\"https://static.tigerbbs.com/bd0ee530cf77efc58d10779e164f9d06\" tg-width=\"1080\" tg-height=\"2336\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f803d027d960e6544b634aa5c50191ab","relate_stocks":{"XPEV":"小鹏集团","09868":"小鹏集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126186366","content_text":"小鹏汽车:6月交付量为15295辆,同比增长133%,获本月新势力交付冠军。第二季度总交付34422台,连续四个季度获新势力交付冠军;1-6月累计交付68983台,为去年同期累计交付2.2倍。","news_type":1,"symbols_score_info":{"XPEV":0.9,"09868":0.9}},"isVote":1,"tweetType":1,"viewCount":8424,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3462077538108273","authorId":"3462077538108273","name":"心太乱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3462077538108273","authorIdStr":"3462077538108273"},"content":"小鹏真贼每次都等前俩家发布交付量,他最后来个交付冠军 [开心]","text":"小鹏真贼每次都等前俩家发布交付量,他最后来个交付冠军 [开心]","html":"小鹏真贼每次都等前俩家发布交付量,他最后来个交付冠军 [开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680568281,"gmtCreate":1655161151848,"gmtModify":1704861297339,"author":{"id":"3510661563471726","authorId":"3510661563471726","name":"不言蚁语","avatar":"https://static.tigerbbs.com/5578cccdf5d2e0c550fc83fdac18ac9b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510661563471726","authorIdStr":"3510661563471726"},"themes":[],"title":"","htmlText":"到目前为止自动驾驶都是不管技术和法规都没有达到可行性。特斯拉和小鹏的并不像外界说的那样神奇。自动驾驶在ET7有承诺的,蔚来承诺的都做到了,但是软件不是一步到位的。","listText":"到目前为止自动驾驶都是不管技术和法规都没有达到可行性。特斯拉和小鹏的并不像外界说的那样神奇。自动驾驶在ET7有承诺的,蔚来承诺的都做到了,但是软件不是一步到位的。","text":"到目前为止自动驾驶都是不管技术和法规都没有达到可行性。特斯拉和小鹏的并不像外界说的那样神奇。自动驾驶在ET7有承诺的,蔚来承诺的都做到了,但是软件不是一步到位的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/680568281","repostId":"2243680510","repostType":2,"isVote":1,"tweetType":1,"viewCount":8148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610423537,"gmtCreate":1648734737121,"gmtModify":1648734737121,"author":{"id":"3510661563471726","authorId":"3510661563471726","name":"不言蚁语","avatar":"https://static.tigerbbs.com/5578cccdf5d2e0c550fc83fdac18ac9b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510661563471726","authorIdStr":"3510661563471726"},"themes":[],"title":"","htmlText":"特斯拉皮带扣都可以卖大几百元,做个几千元手机肯定很好,估计起码一半车主会买。只是考虑怎么样对市场外溢的问题。30万台手机消化盘和几千万台的市场是比较难想通。","listText":"特斯拉皮带扣都可以卖大几百元,做个几千元手机肯定很好,估计起码一半车主会买。只是考虑怎么样对市场外溢的问题。30万台手机消化盘和几千万台的市场是比较难想通。","text":"特斯拉皮带扣都可以卖大几百元,做个几千元手机肯定很好,估计起码一半车主会买。只是考虑怎么样对市场外溢的问题。30万台手机消化盘和几千万台的市场是比较难想通。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610423537","repostId":"1105166628","repostType":2,"repost":{"id":"1105166628","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":1648701601,"share":"https://www.laohunote.com/m/news/1105166628?lang=zh_CN&edition=full","pubTime":"2022-03-31 12:40","market":"us","language":"zh","title":"李斌回应蔚来造手机:正处于调研阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=1105166628","media":"老虎资讯综合","summary":"3月31日,蔚来汽车创始人、董事长兼CEO李斌在参加一档访谈栏目时回应了蔚来造手机的传闻,“我们会积极的看这个方向,我们也清楚手机做出来是容易的,但是做好手机是很有挑战的。”李斌说,蔚来即使要造手机,","content":"<html><head></head><body><p>3月31日,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车创始人、董事长兼CEO李斌在参加一档访谈栏目时回应了蔚来造手机的传闻,“我们会积极的看这个方向,我们也清楚手机做出来是容易的,但是做好手机是很有挑战的。”</p><p>李斌说,蔚来即使要造手机,也不是从商业成功的角度去思考,而是用户是否需要一部蔚来的手机,这部手机是否能够提升蔚来车主的体验。</p><p>其次,李斌在访谈中还谈到了传统车企转型和蔚来竞争的话题。李斌直言,传统车企的转型,要比做一家创业公司并成长起来更加困难。</p><p>李斌认为,作为创新创业的公司,蔚来有一些传统车企不具备的特点,比如决策非常灵活,也更加迅速,可以去重构产品和商业模式。“如果我去做一家传统车企的CEO,做的并不一定比他们好。推动一个传统巨头转型,比做一家创业公司要更难。”李斌说。</p><p>不过,创业公司也会有自己的问题,比如抗风险能力比较差。李斌认为,要提升抗风险能力,就要迅速成长起来。“像我们,经过了2019年的事情,生存能力肯定要更强一点。”李斌说。</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>李斌回应蔚来造手机:正处于调研阶段</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{ 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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李斌回应蔚来造手机:正处于调研阶段\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-03-31 12:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月31日,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车创始人、董事长兼CEO李斌在参加一档访谈栏目时回应了蔚来造手机的传闻,“我们会积极的看这个方向,我们也清楚手机做出来是容易的,但是做好手机是很有挑战的。”</p><p>李斌说,蔚来即使要造手机,也不是从商业成功的角度去思考,而是用户是否需要一部蔚来的手机,这部手机是否能够提升蔚来车主的体验。</p><p>其次,李斌在访谈中还谈到了传统车企转型和蔚来竞争的话题。李斌直言,传统车企的转型,要比做一家创业公司并成长起来更加困难。</p><p>李斌认为,作为创新创业的公司,蔚来有一些传统车企不具备的特点,比如决策非常灵活,也更加迅速,可以去重构产品和商业模式。“如果我去做一家传统车企的CEO,做的并不一定比他们好。推动一个传统巨头转型,比做一家创业公司要更难。”李斌说。</p><p>不过,创业公司也会有自己的问题,比如抗风险能力比较差。李斌认为,要提升抗风险能力,就要迅速成长起来。“像我们,经过了2019年的事情,生存能力肯定要更强一点。”李斌说。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4532":"文艺复兴科技持仓","BK4555":"新能源车","BK4504":"桥水持仓","BK4505":"高瓴资本持仓","BK4531":"中概回港概念","NIO":"蔚来","BK4099":"汽车制造商","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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15:28","market":"us","language":"zh","title":"Model Y挤爆车管所!特斯拉9月国内销量大涨三倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2174187456","media":"时代财经","summary":"特斯拉中国9月销量中,国内销量达52123辆,同、环比增长均超过300%。","content":"<p>作者:李卓玲</p>\n<p>10月12日下午,时代财经从乘联会方面获悉,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国9月销量达56006辆,环比增长27%,同比增长394%。同时,与8月销量组成不同的是,特斯拉中国9月销量中,国内销量达52123辆,同、环比增长均超过300%。</p>\n<p>“截至9月,特斯拉中国2021年累计销售已逾30万辆,其中,仅国内销量就已突破20万辆,出口车型也已突破30万辆。”同日,特斯拉中国方面向时代财经表示,在9月的销量中,Model Y占了大多数,“(9月)Model Y售出33033辆”。</p>\n<p>此前,9月车管所特斯拉车型上牌盛况被曝出时,业界对其当月国内交付量便十分看好。有特斯拉车主甚至通过社交平台分享其经历,称“来到车管所后,发现现场全是前来上牌的特斯拉车型”。另有车主发视频称,“虽然一大早就出发、赶在8点半前到达了车管所,但还是发现前面有几十辆车在排队,并且一眼望去几乎全是特斯拉Model Y”。</p>\n<p><img src=\"https://static.tigerbbs.com/0136ba693ba453338abfcc1486d8b917\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p>\n<p>据时代财经梳理,国内领先新能源车企中,9月特斯拉中国市场本土销量超过“蔚小理”三者相加,仅次于<a href=\"https://laohu8.com/S/002594\">比亚迪</a>。</p>\n<p>9月,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>均突破万辆月销,但<a href=\"https://laohu8.com/S/LI\">理想汽车</a>受芯片供应不足影响交付量有所回落。其中,蔚来9月共交付<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车10628台,环比增长80.7%;小鹏汽车9月交付量10412台,环比增长44%;理想汽车9月交付7094辆新车,环比下滑24.8%。至于比亚迪,其9月新能源车销量为70022辆,其中纯电动车36306辆、插电混合动力车33716辆。</p>\n<p><img src=\"https://static.tigerbbs.com/e51426b4865be4356e116c4957018995\" tg-width=\"749\" tg-height=\"242\" referrerpolicy=\"no-referrer\">数据来源:车企 制表:时代财经</p>\n<p>在业界看来,特斯拉中国市场本土销量水涨船高,与上海工厂发力息息相关。在此前的特斯拉2021年股东大会上,特斯拉CEO马斯克对上海工厂的表现依然大加赞扬,“上海超级工厂有着惊人的车辆质量和运营效率,做得非常棒”!</p>\n<p>数据显示,上海超级工厂运营不到两年,产量已在今年第三季度超过了弗里蒙特超级工厂。</p>\n<p>据特斯拉方面此前称,从产业链发展来看,特斯拉上海超级工厂不断加速本地化进程。截至 2020 年底,特斯拉上海超级工厂零部件本地化率已经高达 86%。</p>\n<p>得益于中国市场的亮眼表现,特斯拉赚钱能力强劲。有消息称,特斯拉目前已全部偿还当时为建设中国上海超级工厂所借的贷款,共计14亿美元,用时短短16个月。而此前,这笔贷款原定的偿还期限为5年(60个月)。</p>\n<p><img src=\"https://static.tigerbbs.com/d77b680933b9675257594100ccf8e614\" tg-width=\"720\" tg-height=\"480\" referrerpolicy=\"no-referrer\">图片来源:unsplash</p>\n<p>回到全球市场,今年以来,特斯拉保持强势,截至第三季度末,其内年全球累计销量已超越去年全年。数据显示,三季度,特斯拉交付量超过24万辆,同比增长73%,今年前三季度,特斯拉已累计交付新车62.7万辆,同比增长97%。</p>\n<p>该销量成绩出炉后,有外媒报道称,特斯拉正在给做空者带来更多痛苦,其中,许多人已经开始选择放弃。Wedbush分析师Daniel Ives将这些数字形容为“多头的一大骄傲”。Ives称:“尽管电动汽车领域有很多竞争对手,但特斯拉继续占据市场份额,并且在与芯片短缺作斗争的同时,这一点在本季度再次得到证明。”</p>\n<p>不过,马斯克此前在股东大会上坦诚,阻碍特斯拉销量增长的主要原因是芯片短缺和船运不畅。</p>\n<p>受芯片短缺压力,特斯拉美国市场产品近期有所涨价。</p>\n<p>据悉,本月6日,特斯拉在美国官网上调了Model 3/Y的部分车型售价。其中,Model 3标准续航版和高性能版均涨价1000美元,分别为4.199万美元和5.799万美元,Model 3长续航版未涨价;Model Y长续航版及高性能版均涨价1000美元,5.499万美元和6.199万美元。</p>\n<p>对此,马斯克此前在股东大会上承认,由于供应短缺,特斯拉不得不提高汽车价格,但希望这只是暂时的。</p>\n<p>虽然此次车型涨价调整并未同步给中国市场,但特斯拉中国此前宣布,受芯片短缺以及成本波动影响,即日起特斯拉移动充电连接器(国标)价格上调400元人民币,调整后售价为2950元人民币。</p>\n<p>据特斯拉官网显示,国标移动式连接器支持 100-240V (单相) 50Hz 交流电并且配有正确接地的专用电路插座,最大电流13A ,充电器长度为6米,可适配国标特斯拉车辆。</p>\n<p><img src=\"https://static.tigerbbs.com/318661bfcd9206677eb2663d9c75ef34\" tg-width=\"720\" tg-height=\"480\" referrerpolicy=\"no-referrer\">图片来源:unsplash</p>\n<p>此外,虽然新车价格历尽多次下调,但后续特斯拉相关车型的用车成本或有所上涨。</p>\n<p>据特斯拉官网显示,自9月18日起新订单不再享有车主引荐奖励,若有更新会另行通知。对已有的引荐订单,需满足以下条件方可获得引荐奖励: Model S、Model X 和 Model 3 订单的下单订购日期为 2019 年 10 月 1 日至 2021 年 9 月 17 日;Model Y 订单的下单订购日期为2020 年 6 月 9 日至 2021 年 9 月 17 日。Cybertruck 等其它车型以及 Tesla 认证二手车订单不参与引荐计划。</p>\n<p>对此,有网友调侃,“珍惜剩余的羊毛”。据公开资料显示,此前新车主购车只需通过特斯拉老车主的推荐码下单并提车,双方都可获得有效期为6个月的1500公里超级充电免费的奖励,而该奖励还可以不断叠加累积。每新增一个成功引荐,免费超充额度有效期就会自动延长6个月,累计不超过36个月。</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>Model Y挤爆车管所!特斯拉9月国内销量大涨三倍</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\">\nModel Y挤爆车管所!特斯拉9月国内销量大涨三倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1083162684\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/0e46aca849659e0b62b7d019d1950408);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">时代财经 </p>\n<p class=\"h-time\">2021-10-12 15:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>作者:李卓玲</p>\n<p>10月12日下午,时代财经从乘联会方面获悉,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国9月销量达56006辆,环比增长27%,同比增长394%。同时,与8月销量组成不同的是,特斯拉中国9月销量中,国内销量达52123辆,同、环比增长均超过300%。</p>\n<p>“截至9月,特斯拉中国2021年累计销售已逾30万辆,其中,仅国内销量就已突破20万辆,出口车型也已突破30万辆。”同日,特斯拉中国方面向时代财经表示,在9月的销量中,Model Y占了大多数,“(9月)Model Y售出33033辆”。</p>\n<p>此前,9月车管所特斯拉车型上牌盛况被曝出时,业界对其当月国内交付量便十分看好。有特斯拉车主甚至通过社交平台分享其经历,称“来到车管所后,发现现场全是前来上牌的特斯拉车型”。另有车主发视频称,“虽然一大早就出发、赶在8点半前到达了车管所,但还是发现前面有几十辆车在排队,并且一眼望去几乎全是特斯拉Model Y”。</p>\n<p><img src=\"https://static.tigerbbs.com/0136ba693ba453338abfcc1486d8b917\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p>\n<p>据时代财经梳理,国内领先新能源车企中,9月特斯拉中国市场本土销量超过“蔚小理”三者相加,仅次于<a href=\"https://laohu8.com/S/002594\">比亚迪</a>。</p>\n<p>9月,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>均突破万辆月销,但<a href=\"https://laohu8.com/S/LI\">理想汽车</a>受芯片供应不足影响交付量有所回落。其中,蔚来9月共交付<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车10628台,环比增长80.7%;小鹏汽车9月交付量10412台,环比增长44%;理想汽车9月交付7094辆新车,环比下滑24.8%。至于比亚迪,其9月新能源车销量为70022辆,其中纯电动车36306辆、插电混合动力车33716辆。</p>\n<p><img src=\"https://static.tigerbbs.com/e51426b4865be4356e116c4957018995\" tg-width=\"749\" tg-height=\"242\" referrerpolicy=\"no-referrer\">数据来源:车企 制表:时代财经</p>\n<p>在业界看来,特斯拉中国市场本土销量水涨船高,与上海工厂发力息息相关。在此前的特斯拉2021年股东大会上,特斯拉CEO马斯克对上海工厂的表现依然大加赞扬,“上海超级工厂有着惊人的车辆质量和运营效率,做得非常棒”!</p>\n<p>数据显示,上海超级工厂运营不到两年,产量已在今年第三季度超过了弗里蒙特超级工厂。</p>\n<p>据特斯拉方面此前称,从产业链发展来看,特斯拉上海超级工厂不断加速本地化进程。截至 2020 年底,特斯拉上海超级工厂零部件本地化率已经高达 86%。</p>\n<p>得益于中国市场的亮眼表现,特斯拉赚钱能力强劲。有消息称,特斯拉目前已全部偿还当时为建设中国上海超级工厂所借的贷款,共计14亿美元,用时短短16个月。而此前,这笔贷款原定的偿还期限为5年(60个月)。</p>\n<p><img src=\"https://static.tigerbbs.com/d77b680933b9675257594100ccf8e614\" tg-width=\"720\" tg-height=\"480\" referrerpolicy=\"no-referrer\">图片来源:unsplash</p>\n<p>回到全球市场,今年以来,特斯拉保持强势,截至第三季度末,其内年全球累计销量已超越去年全年。数据显示,三季度,特斯拉交付量超过24万辆,同比增长73%,今年前三季度,特斯拉已累计交付新车62.7万辆,同比增长97%。</p>\n<p>该销量成绩出炉后,有外媒报道称,特斯拉正在给做空者带来更多痛苦,其中,许多人已经开始选择放弃。Wedbush分析师Daniel Ives将这些数字形容为“多头的一大骄傲”。Ives称:“尽管电动汽车领域有很多竞争对手,但特斯拉继续占据市场份额,并且在与芯片短缺作斗争的同时,这一点在本季度再次得到证明。”</p>\n<p>不过,马斯克此前在股东大会上坦诚,阻碍特斯拉销量增长的主要原因是芯片短缺和船运不畅。</p>\n<p>受芯片短缺压力,特斯拉美国市场产品近期有所涨价。</p>\n<p>据悉,本月6日,特斯拉在美国官网上调了Model 3/Y的部分车型售价。其中,Model 3标准续航版和高性能版均涨价1000美元,分别为4.199万美元和5.799万美元,Model 3长续航版未涨价;Model Y长续航版及高性能版均涨价1000美元,5.499万美元和6.199万美元。</p>\n<p>对此,马斯克此前在股东大会上承认,由于供应短缺,特斯拉不得不提高汽车价格,但希望这只是暂时的。</p>\n<p>虽然此次车型涨价调整并未同步给中国市场,但特斯拉中国此前宣布,受芯片短缺以及成本波动影响,即日起特斯拉移动充电连接器(国标)价格上调400元人民币,调整后售价为2950元人民币。</p>\n<p>据特斯拉官网显示,国标移动式连接器支持 100-240V (单相) 50Hz 交流电并且配有正确接地的专用电路插座,最大电流13A ,充电器长度为6米,可适配国标特斯拉车辆。</p>\n<p><img src=\"https://static.tigerbbs.com/318661bfcd9206677eb2663d9c75ef34\" tg-width=\"720\" tg-height=\"480\" referrerpolicy=\"no-referrer\">图片来源:unsplash</p>\n<p>此外,虽然新车价格历尽多次下调,但后续特斯拉相关车型的用车成本或有所上涨。</p>\n<p>据特斯拉官网显示,自9月18日起新订单不再享有车主引荐奖励,若有更新会另行通知。对已有的引荐订单,需满足以下条件方可获得引荐奖励: Model S、Model X 和 Model 3 订单的下单订购日期为 2019 年 10 月 1 日至 2021 年 9 月 17 日;Model Y 订单的下单订购日期为2020 年 6 月 9 日至 2021 年 9 月 17 日。Cybertruck 等其它车型以及 Tesla 认证二手车订单不参与引荐计划。</p>\n<p>对此,有网友调侃,“珍惜剩余的羊毛”。据公开资料显示,此前新车主购车只需通过特斯拉老车主的推荐码下单并提车,双方都可获得有效期为6个月的1500公里超级充电免费的奖励,而该奖励还可以不断叠加累积。每新增一个成功引荐,免费超充额度有效期就会自动延长6个月,累计不超过36个月。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0d4ff0c26fa2808be1933aa0d8d1dd5a","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2174187456","content_text":"作者:李卓玲\n10月12日下午,时代财经从乘联会方面获悉,特斯拉中国9月销量达56006辆,环比增长27%,同比增长394%。同时,与8月销量组成不同的是,特斯拉中国9月销量中,国内销量达52123辆,同、环比增长均超过300%。\n“截至9月,特斯拉中国2021年累计销售已逾30万辆,其中,仅国内销量就已突破20万辆,出口车型也已突破30万辆。”同日,特斯拉中国方面向时代财经表示,在9月的销量中,Model Y占了大多数,“(9月)Model Y售出33033辆”。\n此前,9月车管所特斯拉车型上牌盛况被曝出时,业界对其当月国内交付量便十分看好。有特斯拉车主甚至通过社交平台分享其经历,称“来到车管所后,发现现场全是前来上牌的特斯拉车型”。另有车主发视频称,“虽然一大早就出发、赶在8点半前到达了车管所,但还是发现前面有几十辆车在排队,并且一眼望去几乎全是特斯拉Model Y”。\n\n据时代财经梳理,国内领先新能源车企中,9月特斯拉中国市场本土销量超过“蔚小理”三者相加,仅次于比亚迪。\n9月,蔚来、小鹏汽车均突破万辆月销,但理想汽车受芯片供应不足影响交付量有所回落。其中,蔚来9月共交付智能电动汽车10628台,环比增长80.7%;小鹏汽车9月交付量10412台,环比增长44%;理想汽车9月交付7094辆新车,环比下滑24.8%。至于比亚迪,其9月新能源车销量为70022辆,其中纯电动车36306辆、插电混合动力车33716辆。\n数据来源:车企 制表:时代财经\n在业界看来,特斯拉中国市场本土销量水涨船高,与上海工厂发力息息相关。在此前的特斯拉2021年股东大会上,特斯拉CEO马斯克对上海工厂的表现依然大加赞扬,“上海超级工厂有着惊人的车辆质量和运营效率,做得非常棒”!\n数据显示,上海超级工厂运营不到两年,产量已在今年第三季度超过了弗里蒙特超级工厂。\n据特斯拉方面此前称,从产业链发展来看,特斯拉上海超级工厂不断加速本地化进程。截至 2020 年底,特斯拉上海超级工厂零部件本地化率已经高达 86%。\n得益于中国市场的亮眼表现,特斯拉赚钱能力强劲。有消息称,特斯拉目前已全部偿还当时为建设中国上海超级工厂所借的贷款,共计14亿美元,用时短短16个月。而此前,这笔贷款原定的偿还期限为5年(60个月)。\n图片来源:unsplash\n回到全球市场,今年以来,特斯拉保持强势,截至第三季度末,其内年全球累计销量已超越去年全年。数据显示,三季度,特斯拉交付量超过24万辆,同比增长73%,今年前三季度,特斯拉已累计交付新车62.7万辆,同比增长97%。\n该销量成绩出炉后,有外媒报道称,特斯拉正在给做空者带来更多痛苦,其中,许多人已经开始选择放弃。Wedbush分析师Daniel Ives将这些数字形容为“多头的一大骄傲”。Ives称:“尽管电动汽车领域有很多竞争对手,但特斯拉继续占据市场份额,并且在与芯片短缺作斗争的同时,这一点在本季度再次得到证明。”\n不过,马斯克此前在股东大会上坦诚,阻碍特斯拉销量增长的主要原因是芯片短缺和船运不畅。\n受芯片短缺压力,特斯拉美国市场产品近期有所涨价。\n据悉,本月6日,特斯拉在美国官网上调了Model 3/Y的部分车型售价。其中,Model 3标准续航版和高性能版均涨价1000美元,分别为4.199万美元和5.799万美元,Model 3长续航版未涨价;Model Y长续航版及高性能版均涨价1000美元,5.499万美元和6.199万美元。\n对此,马斯克此前在股东大会上承认,由于供应短缺,特斯拉不得不提高汽车价格,但希望这只是暂时的。\n虽然此次车型涨价调整并未同步给中国市场,但特斯拉中国此前宣布,受芯片短缺以及成本波动影响,即日起特斯拉移动充电连接器(国标)价格上调400元人民币,调整后售价为2950元人民币。\n据特斯拉官网显示,国标移动式连接器支持 100-240V (单相) 50Hz 交流电并且配有正确接地的专用电路插座,最大电流13A ,充电器长度为6米,可适配国标特斯拉车辆。\n图片来源:unsplash\n此外,虽然新车价格历尽多次下调,但后续特斯拉相关车型的用车成本或有所上涨。\n据特斯拉官网显示,自9月18日起新订单不再享有车主引荐奖励,若有更新会另行通知。对已有的引荐订单,需满足以下条件方可获得引荐奖励: Model S、Model X 和 Model 3 订单的下单订购日期为 2019 年 10 月 1 日至 2021 年 9 月 17 日;Model Y 订单的下单订购日期为2020 年 6 月 9 日至 2021 年 9 月 17 日。Cybertruck 等其它车型以及 Tesla 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16:47","market":"us","language":"zh","title":"乘联会:5月份特斯拉中国批发销量33463辆","url":"https://stock-news.laohu8.com/highlight/detail?id=1165834836","media":"老虎资讯综合","summary":"乘联会数据显示,5月广义乘用车零售165.5万辆,同比增长1.1%,环比增长0.8%。5月新能源乘用车批发销量达到19.6万辆,环比4月增长6.7%,同比增长174.2%,呈现强势增长的良好态势;4月","content":"<p>乘联会数据显示,5月广义乘用车零售165.5万辆,同比增长1.1%,环比增长0.8%。</p><p>5月新能源乘用车批发销量达到19.6万辆,环比4月增长6.7%,同比增长174.2%,呈现强势增长的良好态势;4月,新能源市场销量约为16.8万辆,同比增加203.4%,远远超过乘用车市场的增长。</p><p>5月份,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国批发销量33463辆,<a href=\"https://laohu8.com/S/002594\">比亚迪</a>新能源乘用车32131辆、上汽通用五菱新能源乘用车27757辆、上汽乘用车11049辆。</p><p>乘联会表示,虽然受到缺芯片等问题影响,但新能源车基本上没有明显销量损失。2月乘联会预测新能源车批发销量200万辆,4月调高到220万辆、增1倍。此次预测的240万辆提升值是国内各细分市场全面走强加出口增量的综合结果。</p><p>受此消息影响,特斯拉盘前由跌转涨,现涨1.2%。(注:特斯拉批发销量为33463辆,与去年同期相比增长202%,环比增长近30%。Model Y以12728辆创下历史新高纪录。同时,2021年1月-5月,特斯拉国内累计销量达到128588辆。)</p><p><img src=\"https://static.tigerbbs.com/ed15d61fe221afc223b28b41ad9931af\" tg-width=\"850\" tg-height=\"620\" 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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\">\n乘联会:5月份特斯拉中国批发销量33463辆\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-08 16:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>乘联会数据显示,5月广义乘用车零售165.5万辆,同比增长1.1%,环比增长0.8%。</p><p>5月新能源乘用车批发销量达到19.6万辆,环比4月增长6.7%,同比增长174.2%,呈现强势增长的良好态势;4月,新能源市场销量约为16.8万辆,同比增加203.4%,远远超过乘用车市场的增长。</p><p>5月份,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国批发销量33463辆,<a href=\"https://laohu8.com/S/002594\">比亚迪</a>新能源乘用车32131辆、上汽通用五菱新能源乘用车27757辆、上汽乘用车11049辆。</p><p>乘联会表示,虽然受到缺芯片等问题影响,但新能源车基本上没有明显销量损失。2月乘联会预测新能源车批发销量200万辆,4月调高到220万辆、增1倍。此次预测的240万辆提升值是国内各细分市场全面走强加出口增量的综合结果。</p><p>受此消息影响,特斯拉盘前由跌转涨,现涨1.2%。(注:特斯拉批发销量为33463辆,与去年同期相比增长202%,环比增长近30%。Model Y以12728辆创下历史新高纪录。同时,2021年1月-5月,特斯拉国内累计销量达到128588辆。)</p><p><img src=\"https://static.tigerbbs.com/ed15d61fe221afc223b28b41ad9931af\" tg-width=\"850\" tg-height=\"620\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165834836","content_text":"乘联会数据显示,5月广义乘用车零售165.5万辆,同比增长1.1%,环比增长0.8%。5月新能源乘用车批发销量达到19.6万辆,环比4月增长6.7%,同比增长174.2%,呈现强势增长的良好态势;4月,新能源市场销量约为16.8万辆,同比增加203.4%,远远超过乘用车市场的增长。5月份,特斯拉中国批发销量33463辆,比亚迪新能源乘用车32131辆、上汽通用五菱新能源乘用车27757辆、上汽乘用车11049辆。乘联会表示,虽然受到缺芯片等问题影响,但新能源车基本上没有明显销量损失。2月乘联会预测新能源车批发销量200万辆,4月调高到220万辆、增1倍。此次预测的240万辆提升值是国内各细分市场全面走强加出口增量的综合结果。受此消息影响,特斯拉盘前由跌转涨,现涨1.2%。(注:特斯拉批发销量为33463辆,与去年同期相比增长202%,环比增长近30%。Model Y以12728辆创下历史新高纪录。同时,2021年1月-5月,特斯拉国内累计销量达到128588辆。)","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":6186,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574725761275496","authorId":"3574725761275496","name":"744eb850","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"idStr":"3574725761275496","authorIdStr":"3574725761275496"},"content":"广汽同样是一家认真做车的企业 销量证明一切","text":"广汽同样是一家认真做车的企业 销量证明一切","html":"广汽同样是一家认真做车的企业 销量证明一切"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348168655,"gmtCreate":1617894475777,"gmtModify":1617894475777,"author":{"id":"3510661563471726","authorId":"3510661563471726","name":"不言蚁语","avatar":"https://static.tigerbbs.com/5578cccdf5d2e0c550fc83fdac18ac9b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510661563471726","authorIdStr":"3510661563471726"},"themes":[],"title":"","htmlText":"17年关注蔚来,她不急不慢,4年来她一直按步就班前行,今天的其实都几年前所想设的。","listText":"17年关注蔚来,她不急不慢,4年来她一直按步就班前行,今天的其实都几年前所想设的。","text":"17年关注蔚来,她不急不慢,4年来她一直按步就班前行,今天的其实都几年前所想设的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348168655","repostId":"2125274780","repostType":2,"isVote":1,"tweetType":1,"viewCount":2552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354768678,"gmtCreate":1617201698694,"gmtModify":1617201698694,"author":{"id":"3510661563471726","authorId":"3510661563471726","name":"不言蚁语","avatar":"https://static.tigerbbs.com/5578cccdf5d2e0c550fc83fdac18ac9b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510661563471726","authorIdStr":"3510661563471726"},"themes":[],"title":"","htmlText":"说了什么,小学生抄作业也不能这样吧。","listText":"说了什么,小学生抄作业也不能这样吧。","text":"说了什么,小学生抄作业也不能这样吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354768678","repostId":"2123024319","repostType":2,"isVote":1,"tweetType":1,"viewCount":2604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359762108,"gmtCreate":1616424653504,"gmtModify":1616424653504,"author":{"id":"3510661563471726","authorId":"3510661563471726","name":"不言蚁语","avatar":"https://static.tigerbbs.com/5578cccdf5d2e0c550fc83fdac18ac9b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510661563471726","authorIdStr":"3510661563471726"},"themes":[],"title":"","htmlText":"怀疑因为腾讯和中国人持有特斯拉股票过多,所以老马出阴招,想把股价打下去。","listText":"怀疑因为腾讯和中国人持有特斯拉股票过多,所以老马出阴招,想把股价打下去。","text":"怀疑因为腾讯和中国人持有特斯拉股票过多,所以老马出阴招,想把股价打下去。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359762108","repostId":"2121788021","repostType":2,"repost":{"id":"2121788021","kind":"news","pubTimestamp":1616412048,"share":"https://www.laohunote.com/m/news/2121788021?lang=zh_CN&edition=full","pubTime":"2021-03-22 19:20","market":"us","language":"zh","title":"市场向上,股价向下,新能源汽车市值悖论","url":"https://stock-news.laohu8.com/highlight/detail?id=2121788021","media":"《财经》杂志","summary":"跌势暂止于3月8日去泡沫化仍会继续进入2021年,以特斯拉为代表的新能源汽车股价开始大跌,跌幅均超30%。2月8日,特斯拉宣布已购买价值15亿美元的比特币。受到美国国债收益率下行等因素影响,美股大幅反弹,新能源汽车股涨幅明显。国内多家机构普遍认为,新能源汽车行业处于高景气度。中汽协认为,新能源汽车市场将从政策驱动向市场驱动转变,预计2021年新能源汽车销量同比增长40%。","content":"<div>\n<p>文丨《财经》记者 李阳 王静仪 杨秀红 刘皖媛 编辑 | 施智梁 陆玲如坐过山车一般,2020年年底股价一路高涨的新能源汽车板块,春节过后,骤然暴跌。特斯拉(NASDAQ: TSLA)股价自2021年1月25日创下900.40美元/股的历史最高价后,一路震荡下滑,3月8日一度下探至563美元/股,此间股价跌幅高达37%,市值蒸发超3000亿美元。市值缩水程度,相当于跌去了福特和通用汽车的市值总和的...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-03-22/doc-ikkntiam6348306.shtml\">网页链接</a>\n\n</div>\n","source":"sina_symbol","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>市场向上,股价向下,新能源汽车市值悖论</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{ 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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市场向上,股价向下,新能源汽车市值悖论\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 19:20 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-03-22/doc-ikkntiam6348306.shtml><strong>《财经》杂志</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文丨《财经》记者 李阳 王静仪 杨秀红 刘皖媛 编辑 | 施智梁 陆玲如坐过山车一般,2020年年底股价一路高涨的新能源汽车板块,春节过后,骤然暴跌。特斯拉(NASDAQ: TSLA)股价自2021年1月25日创下900.40美元/股的历史最高价后,一路震荡下滑,3月8日一度下探至563美元/股,此间股价跌幅高达37%,市值蒸发超3000亿美元。市值缩水程度,相当于跌去了福特和通用汽车的市值总和的...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-03-22/doc-ikkntiam6348306.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/aaf10f59d529fccc557480730989e342","relate_stocks":{},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-03-22/doc-ikkntiam6348306.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2121788021","content_text":"文丨《财经》记者 李阳 王静仪 杨秀红 刘皖媛 编辑 | 施智梁 陆玲如坐过山车一般,2020年年底股价一路高涨的新能源汽车板块,春节过后,骤然暴跌。特斯拉(NASDAQ: TSLA)股价自2021年1月25日创下900.40美元/股的历史最高价后,一路震荡下滑,3月8日一度下探至563美元/股,此间股价跌幅高达37%,市值蒸发超3000亿美元。市值缩水程度,相当于跌去了福特和通用汽车的市值总和的两倍,后两者的市值总和约为1296亿美元。与此同时,世界第一大汽车制造商丰田的总市值为2072.22亿美元,这意味着特斯拉缩水的市值也超过了丰田的总市值。特斯拉股价遭遇重挫期间,中国的新能源汽车股也大幅杀跌,蔚来汽车(NYSE: NIO)在2月10日-3月8日期间跌幅高达43.97%,此间小鹏汽车(NYSE: XPEV)下跌44%、理想汽车(NYSE: LI)下跌33%,比亚迪(002594.SZ)下跌33.8%。新能源车企的市场销量仍非常不错。2021年1月-2月,蔚来、小鹏、理想三巨头取得开门红,分别累计交付12803辆、8238辆、7679辆,同比暴增555%、577%、430%。特斯拉更是在短短两个月内在中国市场就销售了33802辆。此轮新能源股价暴跌,固然主要是受大盘影响,但一起一落间,未尝没有传统车企艰难转型后,市场格局悄然生变的产业因素。值得注意的是,股价向来波澜不惊的传统汽车巨头们,因为最近的电气化转型,在资本市场上也有所体现。近一个月(2月18日-3月18日),戴姆勒(DAI.DE)股价上涨8.3%,宝马(BMW.DE)股价上涨20.4%,大众汽车(VOW.DE)更是上涨64.8%。2020年,大众的电动车在欧洲热卖,已经成为全球仅次于特斯拉的第二大电动车生产商。跌势暂止于3月8日去泡沫化仍会继续进入2021年,以特斯拉为代表的新能源汽车股价开始大跌,跌幅均超30%。特斯拉股价从900.40美元直降到563美元,不过自3月9日起止跌回升,目前稳定在600美元以上。“特斯拉的下跌得与国内的造车新势力分开来看,特斯拉下跌受到个体化原因影响多些,源于近期的几个负面因素的影响,而国内造车新势力的下跌则主要受到大盘影响。”深度科技研究院院长张孝荣对《财经》记者表示。张孝荣分析称,特斯拉股价遭遇重挫,一是比特币暴跌牵连;二是竞争加剧,欧洲车厂与苹果入场;三是近期汽车芯片缺货上游原材料价格上涨,而特斯拉却主动降价,显然不符合投资人预期。而国内的造车新势力股价的下跌,受上述因素影响小,很大原因是大盘下行,主力撤退,前期股价炒作太猛,现在要回吐盈利。2月8日,特斯拉宣布已购买价值15亿美元的比特币。比特币素以价格波动剧烈著称,华尔街研究公司DataTrek联合创始人Nicholas Colas表示,这是用脚投票地做多比特币、做空特斯拉。因为马斯克宁愿选择比特币,而不投资自家股票或者用于特斯拉的全球扩张,表明电动汽车行业的再投资机会更低。自宣布购入比特币至今,特斯拉股价在一个多月的时间内跌超20%,而同期比特币上涨近19%。分析师普遍认为,今后特斯拉股价恐将与比特币高度联动。从大背景看,作为成长股代表,新能源汽车股票与美股大盘的整体走势高度相关。在过去一个月的交易日里,蔚来、小鹏、理想、特斯拉分别有15、14、13和12天收跌,纳指则是11天,其中纳指下跌的日子里,新能源汽车股几乎全部下跌。各方跌势止于3月8日。受到美国国债收益率下行等因素影响,美股大幅反弹,新能源汽车股涨幅明显。随着美国财政部的1200亿美元国债开始拍卖,这批国债的得标利率为0.355%,投标倍数从2.391增至2.689,为2018年6月以来的最高水平。老虎证券投研团队向《财经》记者表示,随着这一拍卖结果的出炉,各期限美债收益率集体下行,5年期美债收益率短线下挫1.13个基点,10年期美债收益率短线下挫1.22个基点,这直接导了整体风险资产代表的科技股大幅反弹。“隔夜新能源汽车股价的上涨,属于超跌反弹,毕竟近期这些股票的价格曾回调40%左右。”3月10日银河证券策略分析师曾万平对《财经》记者表示,“新能源汽车行业当前的景气度还是比较高的。目前国内新能源汽车的渗透率较低,需要观察渗透率能不能提升,这是判断未来股价表现的主要指标之一。只要这个过程没有结束,新能源汽车长期看涨的逻辑就不能被证伪。”国内多家机构普遍认为,新能源汽车行业处于高景气度。平安证券认为,随着政策端和车企端的加力,新能源汽车在全球市场的渗透正迎来新一轮提速,行业景气不断上行。号称“牛市女皇”的Cathie Wood近日公开表示抄底特斯拉:“有关特斯拉新的投资研究报告将在1-2周后公布出来,我们认为特斯拉赢得美国自动驾驶出租车市场最大份额的可能性上升了,所以你可以想象目标价也大幅上升。”不过,一众长期做空者始终认为,股价相比基本面原本就过高,必然存在回调。《大空头》电影原型、曾成功预测2007年美国房地产泡沫的著名空头Michael Burry公开表态,自己从2020年9月起开始做空特斯拉。“特斯拉股价将会崩盘。能享受的时候就享受吧。”Michael Burry认为,特斯拉的市销率达到18,而行业平均为0.35。这家公司是一个巨大的泡沫,需要通过出售监管积分才能实现盈利。2020年12月1日,马斯克给员工的一封电邮中警告称,目前特斯拉的实际利润率只在1%左右,他们必须控制支出,以继续实现季度盈利,否则高飞的特斯拉股价就会即刻崩塌。“投资者对未来的盈利能力给予了我们很大的信任,但如果他们在任何时候得出结论,那将不会发生,我们的股票将立刻被压得粉碎,就像大锤下的蛋奶酥!”多空激烈博弈之下,特斯拉股价频繁大幅震荡也就不陌生了。目前特斯拉市盈率仍高达1049倍,是美股最热门的做空目标之一:400亿美元的空头头寸占可供交易总股票规模的6%,尽管这比2020年的20%已经低了很多。特斯拉作为技术标杆的优势在骤减2020年中国新能源汽车产销136.6万辆和136.7万辆,同比增长7.5%和10.9%。中汽协认为,新能源汽车市场将从政策驱动向市场驱动转变,预计2021年新能源汽车销量同比增长40%。根据2020年11月国务院办公厅印发的《关于印发新能源汽车产业发展规划(2021-2035 年)》,2025年,我国新能源汽车市场竞争力明显增强,新能源汽车新车销售量达到汽车新车销售总量的20%左右,这一比例,也与绝大部分机构对新能源汽车发展的预测吻合。新能源利好的大趋势毋庸置疑,但聪明的投资者,或许已经不会再盲目选择特斯拉了。不可否认,在过去的很长一段时间内,无论是技术方向、商业模式还是产品理念,特斯拉都是新能源汽车领域公认的模版,但这一现状已悄然发生改变,特斯拉的诸多优势光环,正在退散。以动力电池为例,2017年特斯拉Model 3正式交付时,354公里(标准版)和499公里(长续航版)的续航能力傲视全球,彼时国内同级别电动车实际续航里程均在300公里以下。随着以宁德时代为首的国内电池供应商技术突飞猛进,国内外续航差距快速拉近。时至今日,纵观2020年量产的纯电动车型,综合续航里程在500km以上几乎是高端车的标配,小鹏P7等不少车型长续航版,已经突破700km大关。进入2021年,蔚来、广汽更是将1000km续航视为新的里程碑。这样的续航能力已完全不在特斯拉之下。中国科学院院士、动力电池专家欧阳明高明确表示,“中国的电池很好,特斯拉的电池技术已经对中国没有什么冲击了。”特斯拉在进入中国市场后,也已选择了宁德时代为电池供应商之一。同样的故事也在自动驾驶的技术演进上发生。一直以来,特斯拉在自动驾驶解决方案上,都是不折不扣的视觉派,即由摄像头主导构成纯视觉计算。其独有的“影子模式”,可将驾驶员操作与“影子”对环境的感知预判进行比对,来不断加强其自动驾驶系统。特斯拉的自动驾驶能力被普遍认为是业内第一。但随着传感器技术的不断进步,越来越多的车企,对特斯拉的技术路线提出了质疑,并开始认可与特斯拉背道而驰的另一自动驾驶技术路线——激光雷达派,即由激光雷达主导,配合摄像头等元件来实现自动驾驶功能。同济大学汽车学院人车关系实验室汽车专家王小斌告诉《财经》记者,如果特斯拉真的能做到汽车的摄像头与人类的感知判断相同且算法足够强大,理论上靠视觉方案就能实现全无人驾驶。“出发点是正确的,但机器真的能完全像人类一样去观察和思考吗?现在的难点是:如果只依赖摄像头能不能达到人眼的效能,获取的信息是否足够支撑判断。”小鹏和蔚来打响了激光雷达上车第一枪。2020年11月底,小鹏汽车CEO何小鹏与马斯克就激光雷达路线“隔空互怼”,之后又宣布与大疆合作在2021年新车型搭载定制版车规级激光雷达;蔚来1月9日发布旗下首款轿车ET7,激光雷达也是亮点之一。传统车企中,现代、宝马、福特等品牌也都有搭载激光雷达的产品规划。显而易见的是,特斯拉的技术风向标地位已不再稳固:电池领域,特斯拉一直被模仿,或终将被超越;而在自动驾驶感知解决方案上,大部分车企已经统一战线,不约而同地站在了对立面。曾经的新能源“寡头”特斯拉技术优势渐失,意味着在智能电动汽车这条刚刚起速的赛道上,充满了悬念与未知,谁都有可能脱颖而出,成为新的行业龙头企业。2021年2月22日,理想汽车就发布了公司内部信,称2025年要力争占据20% 的(中国智能电动车)市场份额,成为中国第一的智能电动车企业。而试问小鹏、蔚来等其他优秀新能源汽车公司,谁会没有成为头部企业的野心呢?古来臣子最大理想,莫过于从龙之功;于投资者而言,新能源行业没有真正的龙头企业,也意味着将有“从龙”的机遇。今年以来,法拉第未来、爱驰、零跑等二线新造车势力频获融资,未尝没有这样的投资逻辑在里面。德系三巨头的规模化反扑在新造车势力频获投资,向头部企业冲刺的同时,一直被业内嘲讽为“大象转身”的头部传统车企,也基本完成了电动化、数字化的华丽转身,尤其是德系三强。可以嘲讽大象转身的速度,但不能忽视大象转身后奔跑的力量。多位汽车分析师向《财经》记者表示,特斯拉最大的风险来自于传统车企大规模生产电动汽车后,对特斯拉市场份额的挤占。传统车企威胁论的观点并非空穴来风。2020年,大众凭借42.21万辆的新能源车销量数据(其中纯电动22万辆),成为仅次于特斯拉(近50万辆)的全球第二名。这主要基于MEB电气化平台的ID系列电动车在欧洲大卖。按照规划,2021年大众集团将推出多款新能源车型,实现100万辆的新能源汽车年销量目标;而在特斯拉的规划中,未来几年的交付量增长率约为50%。这也意味着,大众规划若成为现实,在今年(2021年)大众新能源销量将反超特斯拉,并将其远远甩开。早在电动车开始兴起的2013年,《财经》记者多次采访大众汽车,彼时大众的高层的方针是通过提高内燃机效率来降低排放,对电动化的态度趋保守,“相信我,我们的仓库里有很多内燃机方面的技术专利,可以用到下一个五十年。电气化对于车企来说,也不是新的技术,我们认为这个市场远未开启。”“忘了蔚来、小鹏和其他华而不实的电动车股吧,有资格与特斯拉争夺全球电动车销量桂冠的将是传统汽车巨头大众汽车。”瑞银证券分析师Patrick Hummel团队拆解一辆大众ID.3后研究发现,其MEB平台与特斯拉相比具有成本竞争力,同时拥有同类产品中最佳的电池能量密度和能量效率,如果说特斯拉是“电动车界的苹果”,那么大众就是下一个“三星”。无独有偶,今年2月,戴姆勒在2020财报发布会上被媒体质疑,电动化转型比竞争对手“慢半拍”。戴姆勒CEO康林松就反驳称:“戴姆勒的电动化转型并非迟缓而是在加速。”按照戴姆勒规划,未来戴姆勒的资本配置将更多地向电动化和软件开发倾斜,到2030年戴姆勒新车中使用内燃机的比例将减少70%,商乘并举的多技术路线脱碳计划也将加速落地。昔日小鹏汽车延迟一年量产交付时,何小鹏称“慢就是快”的造车理论,用在传统车企上似乎更为恰当。尽管思维惯性有所束缚,但是老牌车企在新能源上的积累不容小觑,其传统的造车工艺、管理能力、技术储备以及产业链布局也为它们能够在新能源赛道上奋起直追提供了先天优势。“头部车企对供应链往往有自己的主张。”罗兰贝格全球合伙人方寅亮对《财经》记者表示,巨头需要更深入地了解行业趋势、知晓核心供应链的潜能究竟几何,以便在日后竞争上留足后手。一个非常典型的后手是,与特斯拉等新造车势力,仅提供纯电一条方案不同,多数传统主机厂能够提供的能源方案远不止一条,甚至多家巨头的规划中包含了BEV(纯电)、FCEV(燃料电池)、HEV(混动)和PHEV(插电混动)多种能源驱动方向齐头并进的解决方案。宝马CEO奥利弗•齐普策此前在接受《财经》记者采访时称,宝马每个车型都有不同的动力选择,“这叫选择的权力”。丰田章男也认为,丰田拥有可供客户选择的“完整菜单”。传统主机厂的另一大优势,则是质量和品控,这也是特斯拉被诟病最多的弊端。2月8日晚间,国家市场监督管理总局网站披露,市场监管总局等五部门就消费者反映的异常加速、电池起火、车辆远程升级(OTA)等问题,共同约谈了特斯拉公司。特斯拉尚且如此,同样没有工艺积累的其他新造车势力,品控也必然异常艰难。至于老生常谈的传统车企智能化短板,或许即将成为历史。近年来面对汽车属性和定义的巨变,印象中“固执”的车企,一方面积极自研,另一方面也早已经以极其开放的心态和涉及智能化、网联化产业生态的科技公司们密切合作。传统车企智能化技术正在迅速提升中。2021年3月15日,宝马通过线上发布会的形式,全球首发了第八代iDrive人机交互系统,其内置的AI助理和5G车联网功能是最大亮点,毫不夸张的说,这样的智能驾驶控制系统,已经不亚于任何一家新造车势力了。宝马iDrive系统也将是传统豪华品牌中首个应用5G和AI技术的车载系统,按照计划,第八代iDrive系统将率先搭载于宝马全新纯电动车iX上,并将于年内正式亮相。补齐智能化、电动化短板的传统车企,无疑是未来智能电动汽车市场竞争中,最不可忽视的一股力量。“转型成功的传统车企会分走特斯拉的光环,市场对于特斯拉的预期也会逐渐下降,资本市场的看法也会发生变化。”全国乘用车市场信息联席会秘书长崔东树对《财经》记者表示。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323099427,"gmtCreate":1615285923369,"gmtModify":1703486766701,"author":{"id":"3510661563471726","authorId":"3510661563471726","name":"不言蚁语","avatar":"https://static.tigerbbs.com/5578cccdf5d2e0c550fc83fdac18ac9b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510661563471726","authorIdStr":"3510661563471726"},"themes":[],"title":"","htmlText":"好的公司不能都在美国上市。便宜了美国佬。","listText":"好的公司不能都在美国上市。便宜了美国佬。","text":"好的公司不能都在美国上市。便宜了美国佬。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323099427","repostId":"1118663076","repostType":4,"repost":{"id":"1118663076","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":1615266500,"share":"https://www.laohunote.com/m/news/1118663076?lang=zh_CN&edition=full","pubTime":"2021-03-09 13:08","market":"us","language":"zh","title":"消息人士:小鹏、蔚来和理想寻求今年在港上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1118663076","media":"老虎资讯综合","summary":"3月9日,消息人士:$小鹏汽车(XPEV)$、$蔚来(NIO)$汽车和$理想汽车(LI)$据悉正在与数家银行商讨在香港发行股份,筹资总额为50亿美元。\n\n三家公司在港各发行扩大后股本的最少5%,总筹资额达50亿美元。三家车企目前已开始与投行接洽筹备上市事宜。该消息人士指,电动车三巨头希望离祖国的投资者更近,吸引其投资,并以此扩展其销售网络。目前,蔚来、理想和小鹏汽车均拒绝就此置评。\n\n隔夜美股,小鹏汽车、蔚来汽车和理想汽车集体收跌。","content":"<p>3月9日,消息人士:<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车和<a href=\"https://laohu8.com/S/LI\">理想汽车</a>据悉正在与数家银行商讨在香港发行股份,筹资总额为50亿美元。</p><p>三家公司在港各发行扩大后股本的最少5%,总筹资额达50亿美元。三家车企目前已开始与投行接洽筹备上市事宜。该消息人士指,电动车三巨头希望离祖国的投资者更近,吸引其投资,并以此扩展其销售网络。目前,蔚来、理想和小鹏汽车均拒绝就此置评。</p><p>隔夜美股,小鹏汽车、蔚来汽车和理想汽车集体收跌。</p><p><img src=\"https://static.tigerbbs.com/86bfbbef421e2dd5b84407708c326912\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8c346ff0499cbf0580e585d1cd712834\" tg-width=\"840\" tg-height=\"470\" 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n消息人士:小鹏、蔚来和理想寻求今年在港上市\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-09 13:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月9日,消息人士:<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车和<a href=\"https://laohu8.com/S/LI\">理想汽车</a>据悉正在与数家银行商讨在香港发行股份,筹资总额为50亿美元。</p><p>三家公司在港各发行扩大后股本的最少5%,总筹资额达50亿美元。三家车企目前已开始与投行接洽筹备上市事宜。该消息人士指,电动车三巨头希望离祖国的投资者更近,吸引其投资,并以此扩展其销售网络。目前,蔚来、理想和小鹏汽车均拒绝就此置评。</p><p>隔夜美股,小鹏汽车、蔚来汽车和理想汽车集体收跌。</p><p><img src=\"https://static.tigerbbs.com/86bfbbef421e2dd5b84407708c326912\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8c346ff0499cbf0580e585d1cd712834\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/7f680d29a1539258275000774cb7c2c9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/edb5904d62b10798f760277be625646d","relate_stocks":{"LI":"理想汽车","NIO":"蔚来","XPEV":"小鹏集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118663076","content_text":"3月9日,消息人士:小鹏汽车、蔚来汽车和理想汽车据悉正在与数家银行商讨在香港发行股份,筹资总额为50亿美元。三家公司在港各发行扩大后股本的最少5%,总筹资额达50亿美元。三家车企目前已开始与投行接洽筹备上市事宜。该消息人士指,电动车三巨头希望离祖国的投资者更近,吸引其投资,并以此扩展其销售网络。目前,蔚来、理想和小鹏汽车均拒绝就此置评。隔夜美股,小鹏汽车、蔚来汽车和理想汽车集体收跌。","news_type":1,"symbols_score_info":{"LI":0.9,"NIO":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":3792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384588639,"gmtCreate":1613660978821,"gmtModify":1613660978821,"author":{"id":"3510661563471726","authorId":"3510661563471726","name":"不言蚁语","avatar":"https://static.tigerbbs.com/5578cccdf5d2e0c550fc83fdac18ac9b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510661563471726","authorIdStr":"3510661563471726"},"themes":[],"title":"","htmlText":"19年1季度腰拆[贱笑] ,你没有说的,还有车企是零蛋的呢,那是武汉封城了,全国一片时间寂静。","listText":"19年1季度腰拆[贱笑] ,你没有说的,还有车企是零蛋的呢,那是武汉封城了,全国一片时间寂静。","text":"19年1季度腰拆[贱笑] ,你没有说的,还有车企是零蛋的呢,那是武汉封城了,全国一片时间寂静。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384588639","repostId":"1192293226","repostType":2,"isVote":1,"tweetType":1,"viewCount":2214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385152889,"gmtCreate":1613525296741,"gmtModify":1613525296741,"author":{"id":"3510661563471726","authorId":"3510661563471726","name":"不言蚁语","avatar":"https://static.tigerbbs.com/5578cccdf5d2e0c550fc83fdac18ac9b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510661563471726","authorIdStr":"3510661563471726"},"themes":[],"title":"","htmlText":"老说包机那事,我就在上面,其实大家一直戴口罩的,基本上都是有家庭的人,谁会不注重保护。只有唱歌那两三个人脱了一会口罩而已,机组人员更从来没脱过口罩,唱歌的老葛和两个乐手也是认识才不到两个月,纯粹是大家自我娱乐而已,还有一点是上机前所有人都做了核酸检测的,有专人多次检查凭检测报告进场的。","listText":"老说包机那事,我就在上面,其实大家一直戴口罩的,基本上都是有家庭的人,谁会不注重保护。只有唱歌那两三个人脱了一会口罩而已,机组人员更从来没脱过口罩,唱歌的老葛和两个乐手也是认识才不到两个月,纯粹是大家自我娱乐而已,还有一点是上机前所有人都做了核酸检测的,有专人多次检查凭检测报告进场的。","text":"老说包机那事,我就在上面,其实大家一直戴口罩的,基本上都是有家庭的人,谁会不注重保护。只有唱歌那两三个人脱了一会口罩而已,机组人员更从来没脱过口罩,唱歌的老葛和两个乐手也是认识才不到两个月,纯粹是大家自我娱乐而已,还有一点是上机前所有人都做了核酸检测的,有专人多次检查凭检测报告进场的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385152889","repostId":"2111070966","repostType":2,"isVote":1,"tweetType":1,"viewCount":2224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316507014,"gmtCreate":1611935993338,"gmtModify":1703756776825,"author":{"id":"3510661563471726","authorId":"3510661563471726","name":"不言蚁语","avatar":"https://static.tigerbbs.com/5578cccdf5d2e0c550fc83fdac18ac9b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510661563471726","authorIdStr":"3510661563471726"},"themes":[],"title":"","htmlText":"吉利和比亚迪的量最大,就这两个够特斯拉喝一壶了。","listText":"吉利和比亚迪的量最大,就这两个够特斯拉喝一壶了。","text":"吉利和比亚迪的量最大,就这两个够特斯拉喝一壶了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316507014","repostId":"2106264795","repostType":2,"isVote":1,"tweetType":1,"viewCount":2363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":696286374,"gmtCreate":1640703209961,"gmtModify":1640703209961,"author":{"id":"3510661563471726","authorId":"3510661563471726","name":"不言蚁语","avatar":"https://static.tigerbbs.com/5578cccdf5d2e0c550fc83fdac18ac9b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510661563471726","authorIdStr":"3510661563471726"},"themes":[],"title":"","htmlText":"我18年底开蔚来去广西,在服务区几个坐大班车的很好奇问我电车能跑长途吗!而且其中就有比亚迪车主,他们一直以来都只是在市区跑,不敢出远门的。真正拾起国人信心还是蔚来,让人知道电车可以去很多地方的,而且能卖那么贵的。","listText":"我18年底开蔚来去广西,在服务区几个坐大班车的很好奇问我电车能跑长途吗!而且其中就有比亚迪车主,他们一直以来都只是在市区跑,不敢出远门的。真正拾起国人信心还是蔚来,让人知道电车可以去很多地方的,而且能卖那么贵的。","text":"我18年底开蔚来去广西,在服务区几个坐大班车的很好奇问我电车能跑长途吗!而且其中就有比亚迪车主,他们一直以来都只是在市区跑,不敢出远门的。真正拾起国人信心还是蔚来,让人知道电车可以去很多地方的,而且能卖那么贵的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":7,"repostSize":2,"link":"https://laohu8.com/post/696286374","repostId":"2194848076","repostType":2,"isVote":1,"tweetType":1,"viewCount":19825,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3515468275020580","authorId":"3515468275020580","name":"大海六六發","avatar":"https://static.tigerbbs.com/5b2e292f17b9f744f890cfe747f2a309","crmLevel":2,"crmLevelSwitch":1,"idStr":"3515468275020580","authorIdStr":"3515468275020580"},"content":"加油蔚来,真的太方便啦!我最近开蔚来75度/100度电池,成都往返昆明好几次,深深感受到了蔚来换电站的魅力,实在太爽啦。京昆高速全线换电站打通,75度电池也能随便跑。给力","text":"加油蔚来,真的太方便啦!我最近开蔚来75度/100度电池,成都往返昆明好几次,深深感受到了蔚来换电站的魅力,实在太爽啦。京昆高速全线换电站打通,75度电池也能随便跑。给力","html":"加油蔚来,真的太方便啦!我最近开蔚来75度/100度电池,成都往返昆明好几次,深深感受到了蔚来换电站的魅力,实在太爽啦。京昆高速全线换电站打通,75度电池也能随便跑。给力"},{"author":{"id":"3499865111268613","authorId":"3499865111268613","name":"鲜嫩de韭菜","avatar":"https://static.tigerbbs.com/97a7506e480ea39663d893672185df5a","crmLevel":2,"crmLevelSwitch":0,"idStr":"3499865111268613","authorIdStr":"3499865111268613"},"content":"所以真正懂蔚来的一直坚定信念!","text":"所以真正懂蔚来的一直坚定信念!","html":"所以真正懂蔚来的一直坚定信念!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337493547,"gmtCreate":1611174891289,"gmtModify":1703748608273,"author":{"id":"3510661563471726","authorId":"3510661563471726","name":"不言蚁语","avatar":"https://static.tigerbbs.com/5578cccdf5d2e0c550fc83fdac18ac9b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510661563471726","authorIdStr":"3510661563471726"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a>有同行吗","listText":"<a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a>有同行吗","text":"$亿航智能(EH)$有同行吗","images":[{"img":"https://static.tigerbbs.com/2f1d23ded2562b502e1dffc82422925f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/337493547","isVote":1,"tweetType":1,"viewCount":6990,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536846719379070","authorId":"3536846719379070","name":"Neuschwanste","avatar":"https://static.tigerbbs.com/8fc99e47e5c99bebd4166a8b7913a24c","crmLevel":1,"crmLevelSwitch":0,"idStr":"3536846719379070","authorIdStr":"3536846719379070"},"content":"我从40-48-52-60-72一路追着空,手上还有一半资金,等它到100再继续空 [捂脸]","text":"我从40-48-52-60-72一路追着空,手上还有一半资金,等它到100再继续空 [捂脸]","html":"我从40-48-52-60-72一路追着空,手上还有一半资金,等它到100再继续空 [捂脸]"},{"author":{"id":"3547798491035461","authorId":"3547798491035461","name":"古城有佳话","avatar":"https://static.tigerbbs.com/1d400da69631486882659d35e4b7c724","crmLevel":1,"crmLevelSwitch":0,"idStr":"3547798491035461","authorIdStr":"3547798491035461"},"content":"等机构做空报告吧,说不定香橼已经开始注意易航智能了","text":"等机构做空报告吧,说不定香橼已经开始注意易航智能了","html":"等机构做空报告吧,说不定香橼已经开始注意易航智能了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":665610596,"gmtCreate":1667254876315,"gmtModify":1667254880896,"author":{"id":"3510661563471726","authorId":"3510661563471726","name":"不言蚁语","avatar":"https://static.tigerbbs.com/5578cccdf5d2e0c550fc83fdac18ac9b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510661563471726","authorIdStr":"3510661563471726"},"themes":[],"title":"","htmlText":"还是比较客观,风险与机会是相对的。价格6元是底线了吧。7元放胆进去。钱总要有地方放的,而电动车是主流这个50年内改不了。","listText":"还是比较客观,风险与机会是相对的。价格6元是底线了吧。7元放胆进去。钱总要有地方放的,而电动车是主流这个50年内改不了。","text":"还是比较客观,风险与机会是相对的。价格6元是底线了吧。7元放胆进去。钱总要有地方放的,而电动车是主流这个50年内改不了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/665610596","repostId":"1124445589","repostType":2,"repost":{"id":"1124445589","kind":"news","pubTimestamp":1666677047,"share":"https://www.laohunote.com/m/news/1124445589?lang=zh_CN&edition=full","pubTime":"2022-10-25 13:50","market":"us","language":"en","title":"Is NIO Stock A Buy During The Dip? What To Consider<blockquote>蔚来股票在下跌期间值得买入吗?需要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124445589","media":"Seeking Alpha","summary":"SummaryNIO has seen its shares slump over the last year.Rising interest rates, supply chain issues, and geopoliticaltensions are to blame.That being said, NIO continues to grow its business and its ex","content":"<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>NIO has seen its shares slump over the last year.</li><li>Rising interest rates, supply chain issues, and geopolitical tensions are to blame.</li><li>That being said, NIO continues to grow its business and its expansion to Europe has started.</li></ul><b>Article Thesis</b></p><p><blockquote><ul><li>蔚来的股价在过去一年里暴跌。</li><li>利率上升、供应链问题和地缘政治紧张局势是罪魁祸首。</li><li>也就是说,蔚来继续发展其业务,并开始向欧洲扩张。</li></ul><b>文章论文</b></blockquote></p><p>NIO Inc. (NYSE:NIO) has, like many other EV stocks, seen its shares decline quite a bit so far this year. This has made the stock a lot cheaper, relative to where NIO traded when its shares hit their highs last year. At the same time, NIO has made some operational progress and started its expansion into Europe. NIO isn't profitable yet, and thus may not be suitable for risk-averse investors. But its current valuation is not very demanding, and the company's growth potential is strong.</p><p><blockquote>蔚来(纽约证券交易所股票代码:NIO)与许多其他电动汽车股票一样,今年迄今为止其股价已大幅下跌。与蔚来去年股价触及高点时的交易价格相比,这使得该股便宜得多。与此同时,蔚来也取得了一些运营进展,并开始向欧洲扩张。蔚来尚未盈利,因此可能不适合规避风险的投资者。但其目前估值要求不高,公司成长性较强。</blockquote></p><p><b>Why Has NIO's Price Dipped?</b></p><p><blockquote><b>蔚来汽车为何价格下跌?</b></blockquote></p><p>NIO has seen its share price decline by 72% over the last year. More recently, its share price performance has been far from great, too. Over the last month, NIO's stock price declined by a little over 40%, which destroyed more than $10 billion in market capitalization. There are several factors at play when it comes to explaining NIO's share price decline.</p><p><blockquote>蔚来的股价去年下跌了72%。最近,其股价表现也远非出色。过去一个月,蔚来汽车的股价下跌了40%多一点,市值蒸发了超过100亿美元。蔚来汽车股价下跌的原因有几个。</blockquote></p><p>First, the company had been trading at a rather high valuation last year, when the market was overly optimistic about EV stocks. NIO, along with stocks such as Tesla (TSLA), Lucid (LCID), Rivian (RIVN), and so on, was trading at a very high valuation back then. Since then, enthusiasm has waned, which is why all of these and many additional EV stocks have performed badly in that time frame, some even worse than NIO.</p><p><blockquote>首先,该公司去年的估值相当高,当时市场对电动汽车股票过于乐观。蔚来以及特斯拉 (TSLA)、Lucid (LCID)、Rivian (RIVN) 等股票当时的估值非常高。从那时起,人们的热情就消退了,这就是为什么所有这些股票以及许多其他电动汽车股票在那段时间内表现不佳,有些甚至比蔚来还要糟糕。</blockquote></p><p>Second, rising interest rates are a headwind for companies such as NIO. The company is not profitable yet but has a strong growth outlook, which should allow it to become profitable eventually. All of NIO's profits thus will be generated years or decades from now. In a zero-interest-rate environment, where discount rates in DCF models are low, these not-yet-profitable long-duration assets may be trading at high valuations. But since interest rates have risen sharply this year, including over the last couple of weeks, discount rates have risen, which has an especially large impact on growth stocks/long-duration assets, whereas less expensive value stocks aren't impacted as much.</p><p><blockquote>其次,利率上升对蔚来等公司来说是一个阻力。该公司尚未盈利,但增长前景强劲,这应该会使其最终实现盈利。因此,蔚来汽车的所有利润都将在几年或几十年后产生。在零利率环境下,DCF 模型的贴现率较低,这些尚未盈利的长期资产可能会以高估值进行交易。但由于今年利率大幅上升,包括过去几周,贴现率也随之上升,这对成长型股票/长期资产的影响尤其大,而价格较低的价值股票则没有受到太大影响。</blockquote></p><p>On top of that, the market has also become more worried about Chinese equities in general, due to geopolitical tensions, and it is nevertheless a macro risk for companies such as NIO. It should be noted that many US-based companies could be highly impacted by growing tensions as well, such as Tesla with its large China footprint, or Apple (AAPL) that generates billions of dollars in revenue in China.</p><p><blockquote>最重要的是,由于地缘政治紧张局势,市场对中国股市也变得更加担忧,这对蔚来等公司来说仍然是一个宏观风险。值得注意的是,许多美国公司也可能受到紧张局势加剧的严重影响,例如在中国拥有庞大业务的特斯拉,或在中国创造数十亿美元收入的苹果(AAPL)。</blockquote></p><p>NIO has also been impacted by some company-specific items, such as its weaker-than-expected growth in recent months. During September, the most recent month we have data for, NIO's deliveries totaled 10,900 vehicles. That's just up by 2% year over year. Q3 numbers overall were better, but with a 29% year-over-year growth rate NIO grew less than the overall EV market in China, and it underperformed competitors such as BYD (OTCPK: BYDDY), which delivered growth of close to 200% in the same time frame. NIO's smaller peers, such as XPeng (XPEV) and Li Auto (LI) also did not grow their sales as much as the market, thus NIO was not the only EV player that saw its sales growth rate dip. Nevertheless, market share losses aren't positive, and BYD has shown that it was possible for Chinese EV players to grow considerably in recent months.</p><p><blockquote>蔚来还受到一些公司特定项目的影响,例如近几个月的增长弱于预期。9 月份,也就是我们掌握数据的最近一个月,蔚来汽车的交付量总计 10,900 辆。同比仅增长 2%。第三季度的数据总体较好,但蔚来的同比增长率为 29%,低于中国整体电动汽车市场的增长率,而且表现不如比亚迪(OTCPK:BYDDY)等竞争对手,后者同期实现了接近 200% 的增长。蔚来汽车的小型同行,如小鹏汽车(XPEV)和理想汽车(LI),其销量增长速度也不如市场,因此蔚来并不是唯一一家销量增长率下降的电动汽车制造商。然而,市场份额损失并不乐观,比亚迪已经表明,中国电动汽车企业近几个月来有可能大幅增长。</blockquote></p><p>NIO's management has stated that the not overly high delivery growth rate was caused by supply chain issues and that there is not a demand problem. That's good news, as supply chain issues can and will be solved, especially once COVID measures in China ease. As long as NIO's brand remains strong and there is demand for its vehicles, the underwhelming deliveries growth rate thus looks like a temporary issue. It's nevertheless clear that other EV players, mainly BYD, have apparently managed to handle supply chain issues better, which could be due to BYD's larger size that allows for more experience in sourcing material from different suppliers, etc.</p><p><blockquote>蔚来管理层表示,交付增长率不过高是由供应链问题造成的,不存在需求问题。这是个好消息,因为供应链问题可以而且将会得到解决,特别是一旦中国的新冠疫情措施放松。只要蔚来的品牌保持强大,并且对其车辆有需求,那么令人印象深刻的交付量增长率看起来就只是一个暂时的问题。尽管如此,很明显,其他电动汽车制造商,主要是比亚迪,显然已经设法更好地处理供应链问题,这可能是由于比亚迪的规模更大,可以在从不同供应商采购材料方面拥有更多经验等。</blockquote></p><p><b>What Is NIO's Outlook?</b></p><p><blockquote><b>蔚来汽车的前景如何?</b></blockquote></p><p></p><p>As an EV pureplay, NIO's market potential depends on the ongoing growth of the global EV market. Especially in NIO's home country, China, where growth has been excellent in the recent past. In China, around 20% of new vehicles are NEVs, or new energy vehicles. This primarily includes EVs (plug-in hybrids and BEVs) while other technologies such as hydrogen play a negligible role for now. With millions of EVs being sold in China alone (in September NEV sales totaled more than 600,000), and with that number growing at a rate of almost 100% year over year, there is a huge and rapidly expanding market opportunity in NIO's home country - the most important EV market in the world.</p><p><blockquote>作为电动汽车纯玩家,蔚来的市场潜力取决于全球电动汽车市场的持续增长。尤其是在蔚来的祖国中国,该国近年来的增长非常出色。在中国,大约20%的新车是新能源汽车。这主要包括电动汽车(插电式混合动力汽车和纯电动汽车),而氢等其他技术目前发挥的作用可以忽略不计。仅在中国就售出了数百万辆电动汽车(9月份新能源汽车销量总计超过60万辆),并且这一数字以几乎100%的速度逐年增长,蔚来汽车的祖国——全球最重要的电动汽车市场——蕴藏着巨大且快速扩张的市场机遇。</blockquote></p><p>NIO's vehicles are above-average in price and quality, which is why the company can't address all parts of the market. But even the premium market it addresses is very large and growing rapidly, showcased, for example, by Tesla's sales pace. NIO's production constraints should ease going forward, based on easing supply chain worries that I expect over the next couple of quarters as lockdown measures in China will hopefully wane eventually and since companies adapt to these issues over time.</p><p><blockquote>蔚来汽车的汽车在价格和质量上都高于平均水平,这就是该公司无法解决市场所有部分的原因。但即使是它所针对的高端市场也非常庞大且增长迅速,例如特斯拉的销售速度就证明了这一点。蔚来的生产限制未来应该会有所缓解,因为我预计未来几个季度供应链担忧会有所缓解,因为中国的封锁措施最终有望减弱,而且企业会随着时间的推移适应这些问题。</blockquote></p><p>NIO is also expanding outside of its home market, China. Recently, the company opened its first battery-swapping station in Germany, which is Europe's largest automobile market, where other EV companies also see a lot of potential - such as Tesla, which built a Gigafactory there. NIO had already been active in Norway before that, which is usually the first European market EV companies from outside of Europe expand to. Now, NIO is active in several European markets, including the Netherlands, Sweden, and Denmark, on top of the aforementioned Norway and Germany. The first model that was introduced in Europe is the ET7, NIO's high-end sedan, but NIO will introduce additional models over time. The company plans to build 20 swapping stations in Europe by the end of the year, which will introduce the vast European market to NIO's unique tech that differentiates it from other EV players where consumers have to accept long charging times, whereas NIO's battery swaps only require a couple of minutes, thereby providing a clear unique selling point that should be beneficial for NIO's potential to sell vehicles.</p><p><blockquote>蔚来还在其本土市场中国大陆之外扩张。最近,该公司在欧洲最大的汽车市场德国开设了第一个换电站,其他电动汽车公司也看到了德国的巨大潜力——例如特斯拉,它在德国建造了一座超级工厂。在此之前,蔚来已经活跃在挪威,挪威通常是欧洲以外的电动汽车公司扩展到的第一个欧洲市场。现在,除了前面提到的挪威和德国之外,蔚来还活跃在几个欧洲市场,包括荷兰、瑞典和丹麦。在欧洲推出的第一款车型是蔚来汽车的高端轿车ET7,但随着时间的推移,蔚来将推出更多车型。该公司计划到今年年底在欧洲建造20个换电站,这将把蔚来独特的技术引入广阔的欧洲市场,使其有别于其他电动汽车厂商,在其他电动汽车厂商中,消费者必须接受较长的充电时间,而蔚来的电池更换只需要几分钟,从而提供了一个清晰的独特卖点,这应该有利于蔚来汽车的销售潜力。</blockquote></p><p>Between these factors, NIO should be able to grow its business very meaningfully over the next couple of years. Of course, revenues alone do not make a company a great investment, thus NIO will have to prove that it can also generate compelling profits over time. Thanks to the high prices for its vehicles, as it sells to the less price-sensitive premium market, that should be possible, although the exact timing when it will first become profitable is not yet known.</p><p><blockquote>在这些因素之间,蔚来应该能够在未来几年内大幅增长其业务。当然,收入本身并不能使一家公司成为一项伟大的投资,因此蔚来必须证明它也可以随着时间的推移产生令人信服的利润。由于其车辆价格较高,因为它向对价格不太敏感的高端市场销售,这应该是可能的,尽管它首次盈利的确切时间尚不清楚。</blockquote></p><p>From a valuation basis, NIO does not look very expensive versus other EV players:</p><p><blockquote>从估值基础来看,与其他电动汽车制造商相比,蔚来看起来并不是很贵:</blockquote></p><p><img src=\"https://static.tigerbbs.com/f2b729bebc2b8e3d904230bbdbf463a4\" tg-width=\"635\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p><blockquote>数据由YCharts提供</blockquote></p><p>XPeng is less expensive than NIO, but other relevant peers such as Li, Tesla, Lucid, and Rivian are more expensive on a price-to-sales basis. Especially the three US-based peers, which are trading at way higher valuations than NIO, which makes NIO look attractive by comparison.</p><p><blockquote>小鹏汽车比蔚来便宜,但其他相关同行,如李、特斯拉、Lucid和Rivian,按市销率计算更贵。尤其是三家美国同行,它们的估值远高于蔚来,相比之下,蔚来看起来很有吸引力。</blockquote></p><p><b>Is NIO Stock A Buy, Hold, Or Sell?</b></p><p><blockquote><b>蔚来股票是买入、持有还是卖出?</b></blockquote></p><p>NIO is battling with some supply chain problems, which is why its growth in recent quarters wasn't overly strong. Still, NIO hit a new record in Q3, and delivered growth in the 30% range, which is far from bad. With the ongoing expansion in Europe, growth could accelerate going forward, especially when/if China eases its COVID policy.</p><p><blockquote>蔚来正在与一些供应链问题作斗争,这就是其最近几个季度的增长并不太强劲的原因。尽管如此,蔚来在第三季度创下了新纪录,并实现了30%的增长,这远非糟糕。随着欧洲的持续扩张,未来增长可能会加速,特别是当/如果中国放松其COVID政策时。</blockquote></p><p>From a valuation perspective, NIO looks like one of the better EV players, as it trades at a hefty discount relative to many of its peers. That being said, there are some China-specific risks that investors should consider. If geopolitical tensions escalate further, an investment in Chinese companies such as NIO could be risky, although that would also impact American companies that are reliant on the Chinese market, such as Tesla.</p><p><blockquote>从估值角度来看,蔚来看起来像是更好的电动汽车参与者之一,因为它的交易价格相对于许多同行大幅折扣。也就是说,投资者应该考虑一些中国特有的风险。如果地缘政治紧张局势进一步升级,投资蔚来等中国公司可能存在风险,尽管这也会影响特斯拉等依赖中国市场的美国公司。</blockquote></p><p>Overall, NIO has some opportunities, but in the current environment of rising interest rates and macro uncertainties, it is far from a sure bet that NIO will rise in the near term. I thus am neutral when it comes to NIO right now.</p><p><blockquote>总体而言,蔚来有一些机会,但在当前利率上升和宏观不确定性的环境下,蔚来近期上涨还远不是板上钉钉的事。因此,当谈到蔚来时,我是中立的。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></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>Is NIO Stock A Buy During The Dip? What To Consider<blockquote>蔚来股票在下跌期间值得买入吗?需要考虑什么</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nIs NIO Stock A Buy During The Dip? What To Consider<blockquote>蔚来股票在下跌期间值得买入吗?需要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-10-25 13:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>NIO has seen its shares slump over the last year.</li><li>Rising interest rates, supply chain issues, and geopolitical tensions are to blame.</li><li>That being said, NIO continues to grow its business and its expansion to Europe has started.</li></ul><b>Article Thesis</b></p><p><blockquote><ul><li>蔚来的股价在过去一年里暴跌。</li><li>利率上升、供应链问题和地缘政治紧张局势是罪魁祸首。</li><li>也就是说,蔚来继续发展其业务,并开始向欧洲扩张。</li></ul><b>文章论文</b></blockquote></p><p>NIO Inc. (NYSE:NIO) has, like many other EV stocks, seen its shares decline quite a bit so far this year. This has made the stock a lot cheaper, relative to where NIO traded when its shares hit their highs last year. At the same time, NIO has made some operational progress and started its expansion into Europe. NIO isn't profitable yet, and thus may not be suitable for risk-averse investors. But its current valuation is not very demanding, and the company's growth potential is strong.</p><p><blockquote>蔚来(纽约证券交易所股票代码:NIO)与许多其他电动汽车股票一样,今年迄今为止其股价已大幅下跌。与蔚来去年股价触及高点时的交易价格相比,这使得该股便宜得多。与此同时,蔚来也取得了一些运营进展,并开始向欧洲扩张。蔚来尚未盈利,因此可能不适合规避风险的投资者。但其目前估值要求不高,公司成长性较强。</blockquote></p><p><b>Why Has NIO's Price Dipped?</b></p><p><blockquote><b>蔚来汽车为何价格下跌?</b></blockquote></p><p>NIO has seen its share price decline by 72% over the last year. More recently, its share price performance has been far from great, too. Over the last month, NIO's stock price declined by a little over 40%, which destroyed more than $10 billion in market capitalization. There are several factors at play when it comes to explaining NIO's share price decline.</p><p><blockquote>蔚来的股价去年下跌了72%。最近,其股价表现也远非出色。过去一个月,蔚来汽车的股价下跌了40%多一点,市值蒸发了超过100亿美元。蔚来汽车股价下跌的原因有几个。</blockquote></p><p>First, the company had been trading at a rather high valuation last year, when the market was overly optimistic about EV stocks. NIO, along with stocks such as Tesla (TSLA), Lucid (LCID), Rivian (RIVN), and so on, was trading at a very high valuation back then. Since then, enthusiasm has waned, which is why all of these and many additional EV stocks have performed badly in that time frame, some even worse than NIO.</p><p><blockquote>首先,该公司去年的估值相当高,当时市场对电动汽车股票过于乐观。蔚来以及特斯拉 (TSLA)、Lucid (LCID)、Rivian (RIVN) 等股票当时的估值非常高。从那时起,人们的热情就消退了,这就是为什么所有这些股票以及许多其他电动汽车股票在那段时间内表现不佳,有些甚至比蔚来还要糟糕。</blockquote></p><p>Second, rising interest rates are a headwind for companies such as NIO. The company is not profitable yet but has a strong growth outlook, which should allow it to become profitable eventually. All of NIO's profits thus will be generated years or decades from now. In a zero-interest-rate environment, where discount rates in DCF models are low, these not-yet-profitable long-duration assets may be trading at high valuations. But since interest rates have risen sharply this year, including over the last couple of weeks, discount rates have risen, which has an especially large impact on growth stocks/long-duration assets, whereas less expensive value stocks aren't impacted as much.</p><p><blockquote>其次,利率上升对蔚来等公司来说是一个阻力。该公司尚未盈利,但增长前景强劲,这应该会使其最终实现盈利。因此,蔚来汽车的所有利润都将在几年或几十年后产生。在零利率环境下,DCF 模型的贴现率较低,这些尚未盈利的长期资产可能会以高估值进行交易。但由于今年利率大幅上升,包括过去几周,贴现率也随之上升,这对成长型股票/长期资产的影响尤其大,而价格较低的价值股票则没有受到太大影响。</blockquote></p><p>On top of that, the market has also become more worried about Chinese equities in general, due to geopolitical tensions, and it is nevertheless a macro risk for companies such as NIO. It should be noted that many US-based companies could be highly impacted by growing tensions as well, such as Tesla with its large China footprint, or Apple (AAPL) that generates billions of dollars in revenue in China.</p><p><blockquote>最重要的是,由于地缘政治紧张局势,市场对中国股市也变得更加担忧,这对蔚来等公司来说仍然是一个宏观风险。值得注意的是,许多美国公司也可能受到紧张局势加剧的严重影响,例如在中国拥有庞大业务的特斯拉,或在中国创造数十亿美元收入的苹果(AAPL)。</blockquote></p><p>NIO has also been impacted by some company-specific items, such as its weaker-than-expected growth in recent months. During September, the most recent month we have data for, NIO's deliveries totaled 10,900 vehicles. That's just up by 2% year over year. Q3 numbers overall were better, but with a 29% year-over-year growth rate NIO grew less than the overall EV market in China, and it underperformed competitors such as BYD (OTCPK: BYDDY), which delivered growth of close to 200% in the same time frame. NIO's smaller peers, such as XPeng (XPEV) and Li Auto (LI) also did not grow their sales as much as the market, thus NIO was not the only EV player that saw its sales growth rate dip. Nevertheless, market share losses aren't positive, and BYD has shown that it was possible for Chinese EV players to grow considerably in recent months.</p><p><blockquote>蔚来还受到一些公司特定项目的影响,例如近几个月的增长弱于预期。9 月份,也就是我们掌握数据的最近一个月,蔚来汽车的交付量总计 10,900 辆。同比仅增长 2%。第三季度的数据总体较好,但蔚来的同比增长率为 29%,低于中国整体电动汽车市场的增长率,而且表现不如比亚迪(OTCPK:BYDDY)等竞争对手,后者同期实现了接近 200% 的增长。蔚来汽车的小型同行,如小鹏汽车(XPEV)和理想汽车(LI),其销量增长速度也不如市场,因此蔚来并不是唯一一家销量增长率下降的电动汽车制造商。然而,市场份额损失并不乐观,比亚迪已经表明,中国电动汽车企业近几个月来有可能大幅增长。</blockquote></p><p>NIO's management has stated that the not overly high delivery growth rate was caused by supply chain issues and that there is not a demand problem. That's good news, as supply chain issues can and will be solved, especially once COVID measures in China ease. As long as NIO's brand remains strong and there is demand for its vehicles, the underwhelming deliveries growth rate thus looks like a temporary issue. It's nevertheless clear that other EV players, mainly BYD, have apparently managed to handle supply chain issues better, which could be due to BYD's larger size that allows for more experience in sourcing material from different suppliers, etc.</p><p><blockquote>蔚来管理层表示,交付增长率不过高是由供应链问题造成的,不存在需求问题。这是个好消息,因为供应链问题可以而且将会得到解决,特别是一旦中国的新冠疫情措施放松。只要蔚来的品牌保持强大,并且对其车辆有需求,那么令人印象深刻的交付量增长率看起来就只是一个暂时的问题。尽管如此,很明显,其他电动汽车制造商,主要是比亚迪,显然已经设法更好地处理供应链问题,这可能是由于比亚迪的规模更大,可以在从不同供应商采购材料方面拥有更多经验等。</blockquote></p><p><b>What Is NIO's Outlook?</b></p><p><blockquote><b>蔚来汽车的前景如何?</b></blockquote></p><p></p><p>As an EV pureplay, NIO's market potential depends on the ongoing growth of the global EV market. Especially in NIO's home country, China, where growth has been excellent in the recent past. In China, around 20% of new vehicles are NEVs, or new energy vehicles. This primarily includes EVs (plug-in hybrids and BEVs) while other technologies such as hydrogen play a negligible role for now. With millions of EVs being sold in China alone (in September NEV sales totaled more than 600,000), and with that number growing at a rate of almost 100% year over year, there is a huge and rapidly expanding market opportunity in NIO's home country - the most important EV market in the world.</p><p><blockquote>作为电动汽车纯玩家,蔚来的市场潜力取决于全球电动汽车市场的持续增长。尤其是在蔚来的祖国中国,该国近年来的增长非常出色。在中国,大约20%的新车是新能源汽车。这主要包括电动汽车(插电式混合动力汽车和纯电动汽车),而氢等其他技术目前发挥的作用可以忽略不计。仅在中国就售出了数百万辆电动汽车(9月份新能源汽车销量总计超过60万辆),并且这一数字以几乎100%的速度逐年增长,蔚来汽车的祖国——全球最重要的电动汽车市场——蕴藏着巨大且快速扩张的市场机遇。</blockquote></p><p>NIO's vehicles are above-average in price and quality, which is why the company can't address all parts of the market. But even the premium market it addresses is very large and growing rapidly, showcased, for example, by Tesla's sales pace. NIO's production constraints should ease going forward, based on easing supply chain worries that I expect over the next couple of quarters as lockdown measures in China will hopefully wane eventually and since companies adapt to these issues over time.</p><p><blockquote>蔚来汽车的汽车在价格和质量上都高于平均水平,这就是该公司无法解决市场所有部分的原因。但即使是它所针对的高端市场也非常庞大且增长迅速,例如特斯拉的销售速度就证明了这一点。蔚来的生产限制未来应该会有所缓解,因为我预计未来几个季度供应链担忧会有所缓解,因为中国的封锁措施最终有望减弱,而且企业会随着时间的推移适应这些问题。</blockquote></p><p>NIO is also expanding outside of its home market, China. Recently, the company opened its first battery-swapping station in Germany, which is Europe's largest automobile market, where other EV companies also see a lot of potential - such as Tesla, which built a Gigafactory there. NIO had already been active in Norway before that, which is usually the first European market EV companies from outside of Europe expand to. Now, NIO is active in several European markets, including the Netherlands, Sweden, and Denmark, on top of the aforementioned Norway and Germany. The first model that was introduced in Europe is the ET7, NIO's high-end sedan, but NIO will introduce additional models over time. The company plans to build 20 swapping stations in Europe by the end of the year, which will introduce the vast European market to NIO's unique tech that differentiates it from other EV players where consumers have to accept long charging times, whereas NIO's battery swaps only require a couple of minutes, thereby providing a clear unique selling point that should be beneficial for NIO's potential to sell vehicles.</p><p><blockquote>蔚来还在其本土市场中国大陆之外扩张。最近,该公司在欧洲最大的汽车市场德国开设了第一个换电站,其他电动汽车公司也看到了德国的巨大潜力——例如特斯拉,它在德国建造了一座超级工厂。在此之前,蔚来已经活跃在挪威,挪威通常是欧洲以外的电动汽车公司扩展到的第一个欧洲市场。现在,除了前面提到的挪威和德国之外,蔚来还活跃在几个欧洲市场,包括荷兰、瑞典和丹麦。在欧洲推出的第一款车型是蔚来汽车的高端轿车ET7,但随着时间的推移,蔚来将推出更多车型。该公司计划到今年年底在欧洲建造20个换电站,这将把蔚来独特的技术引入广阔的欧洲市场,使其有别于其他电动汽车厂商,在其他电动汽车厂商中,消费者必须接受较长的充电时间,而蔚来的电池更换只需要几分钟,从而提供了一个清晰的独特卖点,这应该有利于蔚来汽车的销售潜力。</blockquote></p><p>Between these factors, NIO should be able to grow its business very meaningfully over the next couple of years. Of course, revenues alone do not make a company a great investment, thus NIO will have to prove that it can also generate compelling profits over time. Thanks to the high prices for its vehicles, as it sells to the less price-sensitive premium market, that should be possible, although the exact timing when it will first become profitable is not yet known.</p><p><blockquote>在这些因素之间,蔚来应该能够在未来几年内大幅增长其业务。当然,收入本身并不能使一家公司成为一项伟大的投资,因此蔚来必须证明它也可以随着时间的推移产生令人信服的利润。由于其车辆价格较高,因为它向对价格不太敏感的高端市场销售,这应该是可能的,尽管它首次盈利的确切时间尚不清楚。</blockquote></p><p>From a valuation basis, NIO does not look very expensive versus other EV players:</p><p><blockquote>从估值基础来看,与其他电动汽车制造商相比,蔚来看起来并不是很贵:</blockquote></p><p><img src=\"https://static.tigerbbs.com/f2b729bebc2b8e3d904230bbdbf463a4\" tg-width=\"635\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p><blockquote>数据由YCharts提供</blockquote></p><p>XPeng is less expensive than NIO, but other relevant peers such as Li, Tesla, Lucid, and Rivian are more expensive on a price-to-sales basis. Especially the three US-based peers, which are trading at way higher valuations than NIO, which makes NIO look attractive by comparison.</p><p><blockquote>小鹏汽车比蔚来便宜,但其他相关同行,如李、特斯拉、Lucid和Rivian,按市销率计算更贵。尤其是三家美国同行,它们的估值远高于蔚来,相比之下,蔚来看起来很有吸引力。</blockquote></p><p><b>Is NIO Stock A Buy, Hold, Or Sell?</b></p><p><blockquote><b>蔚来股票是买入、持有还是卖出?</b></blockquote></p><p>NIO is battling with some supply chain problems, which is why its growth in recent quarters wasn't overly strong. Still, NIO hit a new record in Q3, and delivered growth in the 30% range, which is far from bad. With the ongoing expansion in Europe, growth could accelerate going forward, especially when/if China eases its COVID policy.</p><p><blockquote>蔚来正在与一些供应链问题作斗争,这就是其最近几个季度的增长并不太强劲的原因。尽管如此,蔚来在第三季度创下了新纪录,并实现了30%的增长,这远非糟糕。随着欧洲的持续扩张,未来增长可能会加速,特别是当/如果中国放松其COVID政策时。</blockquote></p><p>From a valuation perspective, NIO looks like one of the better EV players, as it trades at a hefty discount relative to many of its peers. That being said, there are some China-specific risks that investors should consider. If geopolitical tensions escalate further, an investment in Chinese companies such as NIO could be risky, although that would also impact American companies that are reliant on the Chinese market, such as Tesla.</p><p><blockquote>从估值角度来看,蔚来看起来像是更好的电动汽车参与者之一,因为它的交易价格相对于许多同行大幅折扣。也就是说,投资者应该考虑一些中国特有的风险。如果地缘政治紧张局势进一步升级,投资蔚来等中国公司可能存在风险,尽管这也会影响特斯拉等依赖中国市场的美国公司。</blockquote></p><p>Overall, NIO has some opportunities, but in the current environment of rising interest rates and macro uncertainties, it is far from a sure bet that NIO will rise in the near term. I thus am neutral when it comes to NIO right now.</p><p><blockquote>总体而言,蔚来有一些机会,但在当前利率上升和宏观不确定性的环境下,蔚来近期上涨还远不是板上钉钉的事。因此,当谈到蔚来时,我是中立的。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4548536-is-nio-stock-buy-during-dip\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4548536-is-nio-stock-buy-during-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124445589","content_text":"SummaryNIO has seen its shares slump over the last year.Rising interest rates, supply chain issues, and geopolitical tensions are to blame.That being said, NIO continues to grow its business and its expansion to Europe has started.Article ThesisNIO Inc. (NYSE:NIO) has, like many other EV stocks, seen its shares decline quite a bit so far this year. This has made the stock a lot cheaper, relative to where NIO traded when its shares hit their highs last year. At the same time, NIO has made some operational progress and started its expansion into Europe. NIO isn't profitable yet, and thus may not be suitable for risk-averse investors. But its current valuation is not very demanding, and the company's growth potential is strong.Why Has NIO's Price Dipped?NIO has seen its share price decline by 72% over the last year. More recently, its share price performance has been far from great, too. Over the last month, NIO's stock price declined by a little over 40%, which destroyed more than $10 billion in market capitalization. There are several factors at play when it comes to explaining NIO's share price decline.First, the company had been trading at a rather high valuation last year, when the market was overly optimistic about EV stocks. NIO, along with stocks such as Tesla (TSLA), Lucid (LCID), Rivian (RIVN), and so on, was trading at a very high valuation back then. Since then, enthusiasm has waned, which is why all of these and many additional EV stocks have performed badly in that time frame, some even worse than NIO.Second, rising interest rates are a headwind for companies such as NIO. The company is not profitable yet but has a strong growth outlook, which should allow it to become profitable eventually. All of NIO's profits thus will be generated years or decades from now. In a zero-interest-rate environment, where discount rates in DCF models are low, these not-yet-profitable long-duration assets may be trading at high valuations. But since interest rates have risen sharply this year, including over the last couple of weeks, discount rates have risen, which has an especially large impact on growth stocks/long-duration assets, whereas less expensive value stocks aren't impacted as much.On top of that, the market has also become more worried about Chinese equities in general, due to geopolitical tensions, and it is nevertheless a macro risk for companies such as NIO. It should be noted that many US-based companies could be highly impacted by growing tensions as well, such as Tesla with its large China footprint, or Apple (AAPL) that generates billions of dollars in revenue in China.NIO has also been impacted by some company-specific items, such as its weaker-than-expected growth in recent months. During September, the most recent month we have data for, NIO's deliveries totaled 10,900 vehicles. That's just up by 2% year over year. Q3 numbers overall were better, but with a 29% year-over-year growth rate NIO grew less than the overall EV market in China, and it underperformed competitors such as BYD (OTCPK: BYDDY), which delivered growth of close to 200% in the same time frame. NIO's smaller peers, such as XPeng (XPEV) and Li Auto (LI) also did not grow their sales as much as the market, thus NIO was not the only EV player that saw its sales growth rate dip. Nevertheless, market share losses aren't positive, and BYD has shown that it was possible for Chinese EV players to grow considerably in recent months.NIO's management has stated that the not overly high delivery growth rate was caused by supply chain issues and that there is not a demand problem. That's good news, as supply chain issues can and will be solved, especially once COVID measures in China ease. As long as NIO's brand remains strong and there is demand for its vehicles, the underwhelming deliveries growth rate thus looks like a temporary issue. It's nevertheless clear that other EV players, mainly BYD, have apparently managed to handle supply chain issues better, which could be due to BYD's larger size that allows for more experience in sourcing material from different suppliers, etc.What Is NIO's Outlook?As an EV pureplay, NIO's market potential depends on the ongoing growth of the global EV market. Especially in NIO's home country, China, where growth has been excellent in the recent past. In China, around 20% of new vehicles are NEVs, or new energy vehicles. This primarily includes EVs (plug-in hybrids and BEVs) while other technologies such as hydrogen play a negligible role for now. With millions of EVs being sold in China alone (in September NEV sales totaled more than 600,000), and with that number growing at a rate of almost 100% year over year, there is a huge and rapidly expanding market opportunity in NIO's home country - the most important EV market in the world.NIO's vehicles are above-average in price and quality, which is why the company can't address all parts of the market. But even the premium market it addresses is very large and growing rapidly, showcased, for example, by Tesla's sales pace. NIO's production constraints should ease going forward, based on easing supply chain worries that I expect over the next couple of quarters as lockdown measures in China will hopefully wane eventually and since companies adapt to these issues over time.NIO is also expanding outside of its home market, China. Recently, the company opened its first battery-swapping station in Germany, which is Europe's largest automobile market, where other EV companies also see a lot of potential - such as Tesla, which built a Gigafactory there. NIO had already been active in Norway before that, which is usually the first European market EV companies from outside of Europe expand to. Now, NIO is active in several European markets, including the Netherlands, Sweden, and Denmark, on top of the aforementioned Norway and Germany. The first model that was introduced in Europe is the ET7, NIO's high-end sedan, but NIO will introduce additional models over time. The company plans to build 20 swapping stations in Europe by the end of the year, which will introduce the vast European market to NIO's unique tech that differentiates it from other EV players where consumers have to accept long charging times, whereas NIO's battery swaps only require a couple of minutes, thereby providing a clear unique selling point that should be beneficial for NIO's potential to sell vehicles.Between these factors, NIO should be able to grow its business very meaningfully over the next couple of years. Of course, revenues alone do not make a company a great investment, thus NIO will have to prove that it can also generate compelling profits over time. Thanks to the high prices for its vehicles, as it sells to the less price-sensitive premium market, that should be possible, although the exact timing when it will first become profitable is not yet known.From a valuation basis, NIO does not look very expensive versus other EV players:Data by YChartsXPeng is less expensive than NIO, but other relevant peers such as Li, Tesla, Lucid, and Rivian are more expensive on a price-to-sales basis. Especially the three US-based peers, which are trading at way higher valuations than NIO, which makes NIO look attractive by comparison.Is NIO Stock A Buy, Hold, Or Sell?NIO is battling with some supply chain problems, which is why its growth in recent quarters wasn't overly strong. Still, NIO hit a new record in Q3, and delivered growth in the 30% range, which is far from bad. With the ongoing expansion in Europe, growth could accelerate going forward, especially when/if China eases its COVID policy.From a valuation perspective, NIO looks like one of the better EV players, as it trades at a hefty discount relative to many of its peers. That being said, there are some China-specific risks that investors should consider. If geopolitical tensions escalate further, an investment in Chinese companies such as NIO could be risky, although that would also impact American companies that are reliant on the Chinese market, such as Tesla.Overall, NIO has some opportunities, but in the current environment of rising interest rates and macro uncertainties, it is far from a sure bet that NIO will rise in the near term. I thus am neutral when it comes to NIO right now.","news_type":1,"symbols_score_info":{"09866":0.9,"NIO":0.9,"NIO.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":8065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836856246,"gmtCreate":1629471526785,"gmtModify":1629471526785,"author":{"id":"3510661563471726","authorId":"3510661563471726","name":"不言蚁语","avatar":"https://static.tigerbbs.com/5578cccdf5d2e0c550fc83fdac18ac9b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510661563471726","authorIdStr":"3510661563471726"},"themes":[],"title":"","htmlText":"怎么会有6000人联名反对呢,微信的接龙表格限制在500人的。蔚来自己从来就没有做过广告好不好。都是媒体吸流量的操作。","listText":"怎么会有6000人联名反对呢,微信的接龙表格限制在500人的。蔚来自己从来就没有做过广告好不好。都是媒体吸流量的操作。","text":"怎么会有6000人联名反对呢,微信的接龙表格限制在500人的。蔚来自己从来就没有做过广告好不好。都是媒体吸流量的操作。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/836856246","repostId":"1197968021","repostType":2,"isVote":1,"tweetType":1,"viewCount":12592,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558309103097461","authorId":"3558309103097461","name":"Alli3","avatar":"https://static.tigerbbs.com/7ffd6d527637840453b7030b85f49463","crmLevel":1,"crmLevelSwitch":0,"idStr":"3558309103097461","authorIdStr":"3558309103097461"},"content":"是在蔚来自己的APP上,现已有超过1万人联名反对了","text":"是在蔚来自己的APP上,现已有超过1万人联名反对了","html":"是在蔚来自己的APP上,现已有超过1万人联名反对了"},{"author":{"id":"3532649651707460","authorId":"3532649651707460","name":"PJPJPJJJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3532649651707460","authorIdStr":"3532649651707460"},"content":"瞎说,我是车主,天天看APP我怎么不知道?总共就几千人参与了讨论而已。越传越离谱。","text":"瞎说,我是车主,天天看APP我怎么不知道?总共就几千人参与了讨论而已。越传越离谱。","html":"瞎说,我是车主,天天看APP我怎么不知道?总共就几千人参与了讨论而已。越传越离谱。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319284539,"gmtCreate":1611586433921,"gmtModify":1703751267167,"author":{"id":"3510661563471726","authorId":"3510661563471726","name":"不言蚁语","avatar":"https://static.tigerbbs.com/5578cccdf5d2e0c550fc83fdac18ac9b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510661563471726","authorIdStr":"3510661563471726"},"themes":[],"title":"","htmlText":"17年开始深度关注蔚来,蔚来是所有做车中最会控制成本。","listText":"17年开始深度关注蔚来,蔚来是所有做车中最会控制成本。","text":"17年开始深度关注蔚来,蔚来是所有做车中最会控制成本。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/319284539","repostId":"1173784062","repostType":2,"isVote":1,"tweetType":1,"viewCount":4072,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":3,"crmLevelSwitch":0,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"content":"你要这么说,理想汽车该不乐意了","text":"你要这么说,理想汽车该不乐意了","html":"你要这么说,理想汽车该不乐意了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959070963,"gmtCreate":1589591760252,"gmtModify":1704190382446,"author":{"id":"3510661563471726","authorId":"3510661563471726","name":"不言蚁语","avatar":"https://static.tigerbbs.com/5578cccdf5d2e0c550fc83fdac18ac9b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510661563471726","authorIdStr":"3510661563471726"},"themes":[],"title":"","htmlText":"特斯拉与<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>世界在进步,病毒也一样,电动车只是种商品,商品好坏不是决定接受度唯一的条件,就好像同一个产品并不是最低价才能生存一样,萍果手机并不是她是唯一先进的,它厉害之处开始是让大家认为是一种时尚,苹果手机4代之前购买者基本上都有一部若基亚用来打电话,苹果只是用游戏和体显时尚而已,所以后来安桌手机的量比它大多了,苹果手机的成功是因为世界经济的膨胀,中国等国家的人购买力强。特斯拉也如此,它的技术是领先基他电车的,但是领先的部分对使用没用实际意义。它的电源管理和自动驾驶那块的领先程度如果放奥运会是有用的,放在正常环境,谁会考虑你能多走那么几公里。所谓的自动驾驶都是要人高度注意的,好的那么一点只是保持转弯的角可以稍窄一点点而已。在浮华时期特斯拉代表的时尚有很大的吸引力的,在经济缓降和成熟期,实惠,安全,比时尚优先考虑。蔚来的几个服务创新是可以看得到的,她是第一家对产品所有生产零件商和型号都详细公布的公司。也是唯一一家有产品透明度的公司,这个也是她标榜用户企业公司的基本吧。可能对消费者对时尚的定义会有新的解释。也是了现在全民信息化了,山沟里的农夫都能每天知道川普简报时代。谁还会做冤大头,买华而不实。蔚来有没有未来,从车子定价很重要的一点能看出来,在其他车的降价时,蔚来并没有跟风,这就能体显她是为了朔造品牌做了长期规划的,大家都知道品牌的价值在于保值。保值就是价格标签的认可。价格不断往下走就失去了价格标签意义了。特斯拉的野心太大了,不停拉低价格就是想大小通吃,因为电车跟油车不一样之处是生产方式,电车理论上来说是没有产能约束,模块化组装还可以不停快速复制工厂。但是他忽略了基本原理,不可能一家独占的,这不符合万物循环。","listText":"特斯拉与<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>世界在进步,病毒也一样,电动车只是种商品,商品好坏不是决定接受度唯一的条件,就好像同一个产品并不是最低价才能生存一样,萍果手机并不是她是唯一先进的,它厉害之处开始是让大家认为是一种时尚,苹果手机4代之前购买者基本上都有一部若基亚用来打电话,苹果只是用游戏和体显时尚而已,所以后来安桌手机的量比它大多了,苹果手机的成功是因为世界经济的膨胀,中国等国家的人购买力强。特斯拉也如此,它的技术是领先基他电车的,但是领先的部分对使用没用实际意义。它的电源管理和自动驾驶那块的领先程度如果放奥运会是有用的,放在正常环境,谁会考虑你能多走那么几公里。所谓的自动驾驶都是要人高度注意的,好的那么一点只是保持转弯的角可以稍窄一点点而已。在浮华时期特斯拉代表的时尚有很大的吸引力的,在经济缓降和成熟期,实惠,安全,比时尚优先考虑。蔚来的几个服务创新是可以看得到的,她是第一家对产品所有生产零件商和型号都详细公布的公司。也是唯一一家有产品透明度的公司,这个也是她标榜用户企业公司的基本吧。可能对消费者对时尚的定义会有新的解释。也是了现在全民信息化了,山沟里的农夫都能每天知道川普简报时代。谁还会做冤大头,买华而不实。蔚来有没有未来,从车子定价很重要的一点能看出来,在其他车的降价时,蔚来并没有跟风,这就能体显她是为了朔造品牌做了长期规划的,大家都知道品牌的价值在于保值。保值就是价格标签的认可。价格不断往下走就失去了价格标签意义了。特斯拉的野心太大了,不停拉低价格就是想大小通吃,因为电车跟油车不一样之处是生产方式,电车理论上来说是没有产能约束,模块化组装还可以不停快速复制工厂。但是他忽略了基本原理,不可能一家独占的,这不符合万物循环。","text":"特斯拉与$蔚来(NIO)$世界在进步,病毒也一样,电动车只是种商品,商品好坏不是决定接受度唯一的条件,就好像同一个产品并不是最低价才能生存一样,萍果手机并不是她是唯一先进的,它厉害之处开始是让大家认为是一种时尚,苹果手机4代之前购买者基本上都有一部若基亚用来打电话,苹果只是用游戏和体显时尚而已,所以后来安桌手机的量比它大多了,苹果手机的成功是因为世界经济的膨胀,中国等国家的人购买力强。特斯拉也如此,它的技术是领先基他电车的,但是领先的部分对使用没用实际意义。它的电源管理和自动驾驶那块的领先程度如果放奥运会是有用的,放在正常环境,谁会考虑你能多走那么几公里。所谓的自动驾驶都是要人高度注意的,好的那么一点只是保持转弯的角可以稍窄一点点而已。在浮华时期特斯拉代表的时尚有很大的吸引力的,在经济缓降和成熟期,实惠,安全,比时尚优先考虑。蔚来的几个服务创新是可以看得到的,她是第一家对产品所有生产零件商和型号都详细公布的公司。也是唯一一家有产品透明度的公司,这个也是她标榜用户企业公司的基本吧。可能对消费者对时尚的定义会有新的解释。也是了现在全民信息化了,山沟里的农夫都能每天知道川普简报时代。谁还会做冤大头,买华而不实。蔚来有没有未来,从车子定价很重要的一点能看出来,在其他车的降价时,蔚来并没有跟风,这就能体显她是为了朔造品牌做了长期规划的,大家都知道品牌的价值在于保值。保值就是价格标签的认可。价格不断往下走就失去了价格标签意义了。特斯拉的野心太大了,不停拉低价格就是想大小通吃,因为电车跟油车不一样之处是生产方式,电车理论上来说是没有产能约束,模块化组装还可以不停快速复制工厂。但是他忽略了基本原理,不可能一家独占的,这不符合万物循环。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/959070963","isVote":1,"tweetType":1,"viewCount":5238,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3506478443580050","authorId":"3506478443580050","name":"博启财经","avatar":"https://static.tigerbbs.com/71a0d199b7230a8de9b485e93c642f2b","crmLevel":2,"crmLevelSwitch":0,"idStr":"3506478443580050","authorIdStr":"3506478443580050"},"content":"谈车子保值,五菱最保值啦,究竟是科技公司还是造车公司,好好想想这个问题再来谈保值吧。还有一点特斯拉目前全球技术领先,蔚来er再透明再如何标榜品牌格调,倒贴服务,玩营销的同时。最终都敌不过核心技术的碾压。","text":"谈车子保值,五菱最保值啦,究竟是科技公司还是造车公司,好好想想这个问题再来谈保值吧。还有一点特斯拉目前全球技术领先,蔚来er再透明再如何标榜品牌格调,倒贴服务,玩营销的同时。最终都敌不过核心技术的碾压。","html":"谈车子保值,五菱最保值啦,究竟是科技公司还是造车公司,好好想想这个问题再来谈保值吧。还有一点特斯拉目前全球技术领先,蔚来er再透明再如何标榜品牌格调,倒贴服务,玩营销的同时。最终都敌不过核心技术的碾压。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":117558442,"gmtCreate":1623153205986,"gmtModify":1623153205986,"author":{"id":"3510661563471726","authorId":"3510661563471726","name":"不言蚁语","avatar":"https://static.tigerbbs.com/5578cccdf5d2e0c550fc83fdac18ac9b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510661563471726","authorIdStr":"3510661563471726"},"themes":[],"title":"","htmlText":"批发销售不等于上牌数,买不起蔚来的,不想买小鹏的一般买特斯拉3和Y。毕竟20-30万的消费群体比40-50万的10倍百倍。不过路上广汽和吉利的慢慢多起来了。","listText":"批发销售不等于上牌数,买不起蔚来的,不想买小鹏的一般买特斯拉3和Y。毕竟20-30万的消费群体比40-50万的10倍百倍。不过路上广汽和吉利的慢慢多起来了。","text":"批发销售不等于上牌数,买不起蔚来的,不想买小鹏的一般买特斯拉3和Y。毕竟20-30万的消费群体比40-50万的10倍百倍。不过路上广汽和吉利的慢慢多起来了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/117558442","repostId":"1165834836","repostType":4,"repost":{"id":"1165834836","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":1623142031,"share":"https://www.laohunote.com/m/news/1165834836?lang=zh_CN&edition=full","pubTime":"2021-06-08 16:47","market":"us","language":"zh","title":"乘联会:5月份特斯拉中国批发销量33463辆","url":"https://stock-news.laohu8.com/highlight/detail?id=1165834836","media":"老虎资讯综合","summary":"乘联会数据显示,5月广义乘用车零售165.5万辆,同比增长1.1%,环比增长0.8%。5月新能源乘用车批发销量达到19.6万辆,环比4月增长6.7%,同比增长174.2%,呈现强势增长的良好态势;4月","content":"<p>乘联会数据显示,5月广义乘用车零售165.5万辆,同比增长1.1%,环比增长0.8%。</p><p>5月新能源乘用车批发销量达到19.6万辆,环比4月增长6.7%,同比增长174.2%,呈现强势增长的良好态势;4月,新能源市场销量约为16.8万辆,同比增加203.4%,远远超过乘用车市场的增长。</p><p>5月份,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国批发销量33463辆,<a href=\"https://laohu8.com/S/002594\">比亚迪</a>新能源乘用车32131辆、上汽通用五菱新能源乘用车27757辆、上汽乘用车11049辆。</p><p>乘联会表示,虽然受到缺芯片等问题影响,但新能源车基本上没有明显销量损失。2月乘联会预测新能源车批发销量200万辆,4月调高到220万辆、增1倍。此次预测的240万辆提升值是国内各细分市场全面走强加出口增量的综合结果。</p><p>受此消息影响,特斯拉盘前由跌转涨,现涨1.2%。(注:特斯拉批发销量为33463辆,与去年同期相比增长202%,环比增长近30%。Model Y以12728辆创下历史新高纪录。同时,2021年1月-5月,特斯拉国内累计销量达到128588辆。)</p><p><img src=\"https://static.tigerbbs.com/ed15d61fe221afc223b28b41ad9931af\" tg-width=\"850\" tg-height=\"620\" referrerpolicy=\"no-referrer\"></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>乘联会:5月份特斯拉中国批发销量33463辆</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; 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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\">\n乘联会:5月份特斯拉中国批发销量33463辆\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-08 16:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>乘联会数据显示,5月广义乘用车零售165.5万辆,同比增长1.1%,环比增长0.8%。</p><p>5月新能源乘用车批发销量达到19.6万辆,环比4月增长6.7%,同比增长174.2%,呈现强势增长的良好态势;4月,新能源市场销量约为16.8万辆,同比增加203.4%,远远超过乘用车市场的增长。</p><p>5月份,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国批发销量33463辆,<a href=\"https://laohu8.com/S/002594\">比亚迪</a>新能源乘用车32131辆、上汽通用五菱新能源乘用车27757辆、上汽乘用车11049辆。</p><p>乘联会表示,虽然受到缺芯片等问题影响,但新能源车基本上没有明显销量损失。2月乘联会预测新能源车批发销量200万辆,4月调高到220万辆、增1倍。此次预测的240万辆提升值是国内各细分市场全面走强加出口增量的综合结果。</p><p>受此消息影响,特斯拉盘前由跌转涨,现涨1.2%。(注:特斯拉批发销量为33463辆,与去年同期相比增长202%,环比增长近30%。Model Y以12728辆创下历史新高纪录。同时,2021年1月-5月,特斯拉国内累计销量达到128588辆。)</p><p><img src=\"https://static.tigerbbs.com/ed15d61fe221afc223b28b41ad9931af\" tg-width=\"850\" tg-height=\"620\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165834836","content_text":"乘联会数据显示,5月广义乘用车零售165.5万辆,同比增长1.1%,环比增长0.8%。5月新能源乘用车批发销量达到19.6万辆,环比4月增长6.7%,同比增长174.2%,呈现强势增长的良好态势;4月,新能源市场销量约为16.8万辆,同比增加203.4%,远远超过乘用车市场的增长。5月份,特斯拉中国批发销量33463辆,比亚迪新能源乘用车32131辆、上汽通用五菱新能源乘用车27757辆、上汽乘用车11049辆。乘联会表示,虽然受到缺芯片等问题影响,但新能源车基本上没有明显销量损失。2月乘联会预测新能源车批发销量200万辆,4月调高到220万辆、增1倍。此次预测的240万辆提升值是国内各细分市场全面走强加出口增量的综合结果。受此消息影响,特斯拉盘前由跌转涨,现涨1.2%。(注:特斯拉批发销量为33463辆,与去年同期相比增长202%,环比增长近30%。Model Y以12728辆创下历史新高纪录。同时,2021年1月-5月,特斯拉国内累计销量达到128588辆。)","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":6186,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574725761275496","authorId":"3574725761275496","name":"744eb850","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"idStr":"3574725761275496","authorIdStr":"3574725761275496"},"content":"广汽同样是一家认真做车的企业 销量证明一切","text":"广汽同样是一家认真做车的企业 销量证明一切","html":"广汽同样是一家认真做车的企业 销量证明一切"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":681340972,"gmtCreate":1656685419201,"gmtModify":1704865627859,"author":{"id":"3510661563471726","authorId":"3510661563471726","name":"不言蚁语","avatar":"https://static.tigerbbs.com/5578cccdf5d2e0c550fc83fdac18ac9b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510661563471726","authorIdStr":"3510661563471726"},"themes":[],"title":"","htmlText":"蔚来一台抵小鹏两台不止吧。","listText":"蔚来一台抵小鹏两台不止吧。","text":"蔚来一台抵小鹏两台不止吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/681340972","repostId":"1126186366","repostType":2,"repost":{"id":"1126186366","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":1656670205,"share":"https://www.laohunote.com/m/news/1126186366?lang=zh_CN&edition=full","pubTime":"2022-07-01 18:10","market":"us","language":"zh","title":"小鹏汽车:6月交付量为15295辆,同比增长133%","url":"https://stock-news.laohu8.com/highlight/detail?id=1126186366","media":"老虎资讯综合","summary":"小鹏汽车:6月交付量为15295辆,同比增长133%,获本月新势力交付冠军。第二季度总交付34422台,连续四个季度获新势力交付冠军;1-6月累计交付68983台,为去年同期累计交付2.2倍。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>:6月交付量为15295辆,同比增长133%,获本月新势力交付冠军。</p><p>第二季度总交付34422台,连续四个季度获新势力交付冠军;</p><p>1-6月累计交付68983台,为去年同期累计交付2.2倍。</p><p><img src=\"https://static.tigerbbs.com/bd0ee530cf77efc58d10779e164f9d06\" tg-width=\"1080\" tg-height=\"2336\" referrerpolicy=\"no-referrer\"/></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>小鹏汽车:6月交付量为15295辆,同比增长133%</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 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18:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>:6月交付量为15295辆,同比增长133%,获本月新势力交付冠军。</p><p>第二季度总交付34422台,连续四个季度获新势力交付冠军;</p><p>1-6月累计交付68983台,为去年同期累计交付2.2倍。</p><p><img src=\"https://static.tigerbbs.com/bd0ee530cf77efc58d10779e164f9d06\" tg-width=\"1080\" tg-height=\"2336\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f803d027d960e6544b634aa5c50191ab","relate_stocks":{"XPEV":"小鹏集团","09868":"小鹏集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126186366","content_text":"小鹏汽车:6月交付量为15295辆,同比增长133%,获本月新势力交付冠军。第二季度总交付34422台,连续四个季度获新势力交付冠军;1-6月累计交付68983台,为去年同期累计交付2.2倍。","news_type":1,"symbols_score_info":{"XPEV":0.9,"09868":0.9}},"isVote":1,"tweetType":1,"viewCount":8424,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3462077538108273","authorId":"3462077538108273","name":"心太乱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3462077538108273","authorIdStr":"3462077538108273"},"content":"小鹏真贼每次都等前俩家发布交付量,他最后来个交付冠军 [开心]","text":"小鹏真贼每次都等前俩家发布交付量,他最后来个交付冠军 [开心]","html":"小鹏真贼每次都等前俩家发布交付量,他最后来个交付冠军 [开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":178062751,"gmtCreate":1626773224373,"gmtModify":1626773224373,"author":{"id":"3510661563471726","authorId":"3510661563471726","name":"不言蚁语","avatar":"https://static.tigerbbs.com/5578cccdf5d2e0c550fc83fdac18ac9b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510661563471726","authorIdStr":"3510661563471726"},"themes":[],"title":"","htmlText":"下个月会更猛,价格才是硬道理,购车人群20-30万的占比50%.30-40万的占不到比5%。蔚来EC6价格36.8万-46.8万这个价位是人少了很多。Y本来对标的是蔚来EC6不是ES6。","listText":"下个月会更猛,价格才是硬道理,购车人群20-30万的占比50%.30-40万的占不到比5%。蔚来EC6价格36.8万-46.8万这个价位是人少了很多。Y本来对标的是蔚来EC6不是ES6。","text":"下个月会更猛,价格才是硬道理,购车人群20-30万的占比50%.30-40万的占不到比5%。蔚来EC6价格36.8万-46.8万这个价位是人少了很多。Y本来对标的是蔚来EC6不是ES6。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/178062751","repostId":"1171741806","repostType":4,"isVote":1,"tweetType":1,"viewCount":9068,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546392765026712","authorId":"3546392765026712","name":"蔚看多","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"3546392765026712","authorIdStr":"3546392765026712"},"content":"一,ES/EC6起售价差一万,在一个价位区间内;二,价格硬道理,奥拓干翻奥迪没?买个几十万的东西,个性化差异还是有选择的。三,电动车才多少销量?在一个增量市场里,眼光不看增长率,从油车转化多少客户,天天歪歪电动车厂之间“打架” [喷血]","text":"一,ES/EC6起售价差一万,在一个价位区间内;二,价格硬道理,奥拓干翻奥迪没?买个几十万的东西,个性化差异还是有选择的。三,电动车才多少销量?在一个增量市场里,眼光不看增长率,从油车转化多少客户,天天歪歪电动车厂之间“打架” [喷血]","html":"一,ES/EC6起售价差一万,在一个价位区间内;二,价格硬道理,奥拓干翻奥迪没?买个几十万的东西,个性化差异还是有选择的。三,电动车才多少销量?在一个增量市场里,眼光不看增长率,从油车转化多少客户,天天歪歪电动车厂之间“打架” [喷血]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826228768,"gmtCreate":1634027572412,"gmtModify":1634027572412,"author":{"id":"3510661563471726","authorId":"3510661563471726","name":"不言蚁语","avatar":"https://static.tigerbbs.com/5578cccdf5d2e0c550fc83fdac18ac9b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510661563471726","authorIdStr":"3510661563471726"},"themes":[],"title":"","htmlText":"很少人能抵抗20多万能买到100万级别的车的诱惑,虽然不同型号。","listText":"很少人能抵抗20多万能买到100万级别的车的诱惑,虽然不同型号。","text":"很少人能抵抗20多万能买到100万级别的车的诱惑,虽然不同型号。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826228768","repostId":"2174187456","repostType":4,"repost":{"id":"2174187456","kind":"highlight","weMediaInfo":{"introduction":"时代财经是“南方传媒”新媒体转型,寻求新的产业风口的重磅财经新闻产品。在当下财经资讯泛滥的市场中,时代财经只创作和精选深度财经新闻","home_visible":1,"media_name":"时代财经","id":"1083162684","head_image":"https://static.tigerbbs.com/0e46aca849659e0b62b7d019d1950408"},"pubTimestamp":1634023698,"share":"https://www.laohunote.com/m/news/2174187456?lang=zh_CN&edition=full","pubTime":"2021-10-12 15:28","market":"us","language":"zh","title":"Model Y挤爆车管所!特斯拉9月国内销量大涨三倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2174187456","media":"时代财经","summary":"特斯拉中国9月销量中,国内销量达52123辆,同、环比增长均超过300%。","content":"<p>作者:李卓玲</p>\n<p>10月12日下午,时代财经从乘联会方面获悉,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国9月销量达56006辆,环比增长27%,同比增长394%。同时,与8月销量组成不同的是,特斯拉中国9月销量中,国内销量达52123辆,同、环比增长均超过300%。</p>\n<p>“截至9月,特斯拉中国2021年累计销售已逾30万辆,其中,仅国内销量就已突破20万辆,出口车型也已突破30万辆。”同日,特斯拉中国方面向时代财经表示,在9月的销量中,Model Y占了大多数,“(9月)Model Y售出33033辆”。</p>\n<p>此前,9月车管所特斯拉车型上牌盛况被曝出时,业界对其当月国内交付量便十分看好。有特斯拉车主甚至通过社交平台分享其经历,称“来到车管所后,发现现场全是前来上牌的特斯拉车型”。另有车主发视频称,“虽然一大早就出发、赶在8点半前到达了车管所,但还是发现前面有几十辆车在排队,并且一眼望去几乎全是特斯拉Model Y”。</p>\n<p><img src=\"https://static.tigerbbs.com/0136ba693ba453338abfcc1486d8b917\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p>\n<p>据时代财经梳理,国内领先新能源车企中,9月特斯拉中国市场本土销量超过“蔚小理”三者相加,仅次于<a href=\"https://laohu8.com/S/002594\">比亚迪</a>。</p>\n<p>9月,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>均突破万辆月销,但<a href=\"https://laohu8.com/S/LI\">理想汽车</a>受芯片供应不足影响交付量有所回落。其中,蔚来9月共交付<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车10628台,环比增长80.7%;小鹏汽车9月交付量10412台,环比增长44%;理想汽车9月交付7094辆新车,环比下滑24.8%。至于比亚迪,其9月新能源车销量为70022辆,其中纯电动车36306辆、插电混合动力车33716辆。</p>\n<p><img src=\"https://static.tigerbbs.com/e51426b4865be4356e116c4957018995\" tg-width=\"749\" tg-height=\"242\" referrerpolicy=\"no-referrer\">数据来源:车企 制表:时代财经</p>\n<p>在业界看来,特斯拉中国市场本土销量水涨船高,与上海工厂发力息息相关。在此前的特斯拉2021年股东大会上,特斯拉CEO马斯克对上海工厂的表现依然大加赞扬,“上海超级工厂有着惊人的车辆质量和运营效率,做得非常棒”!</p>\n<p>数据显示,上海超级工厂运营不到两年,产量已在今年第三季度超过了弗里蒙特超级工厂。</p>\n<p>据特斯拉方面此前称,从产业链发展来看,特斯拉上海超级工厂不断加速本地化进程。截至 2020 年底,特斯拉上海超级工厂零部件本地化率已经高达 86%。</p>\n<p>得益于中国市场的亮眼表现,特斯拉赚钱能力强劲。有消息称,特斯拉目前已全部偿还当时为建设中国上海超级工厂所借的贷款,共计14亿美元,用时短短16个月。而此前,这笔贷款原定的偿还期限为5年(60个月)。</p>\n<p><img src=\"https://static.tigerbbs.com/d77b680933b9675257594100ccf8e614\" tg-width=\"720\" tg-height=\"480\" referrerpolicy=\"no-referrer\">图片来源:unsplash</p>\n<p>回到全球市场,今年以来,特斯拉保持强势,截至第三季度末,其内年全球累计销量已超越去年全年。数据显示,三季度,特斯拉交付量超过24万辆,同比增长73%,今年前三季度,特斯拉已累计交付新车62.7万辆,同比增长97%。</p>\n<p>该销量成绩出炉后,有外媒报道称,特斯拉正在给做空者带来更多痛苦,其中,许多人已经开始选择放弃。Wedbush分析师Daniel Ives将这些数字形容为“多头的一大骄傲”。Ives称:“尽管电动汽车领域有很多竞争对手,但特斯拉继续占据市场份额,并且在与芯片短缺作斗争的同时,这一点在本季度再次得到证明。”</p>\n<p>不过,马斯克此前在股东大会上坦诚,阻碍特斯拉销量增长的主要原因是芯片短缺和船运不畅。</p>\n<p>受芯片短缺压力,特斯拉美国市场产品近期有所涨价。</p>\n<p>据悉,本月6日,特斯拉在美国官网上调了Model 3/Y的部分车型售价。其中,Model 3标准续航版和高性能版均涨价1000美元,分别为4.199万美元和5.799万美元,Model 3长续航版未涨价;Model Y长续航版及高性能版均涨价1000美元,5.499万美元和6.199万美元。</p>\n<p>对此,马斯克此前在股东大会上承认,由于供应短缺,特斯拉不得不提高汽车价格,但希望这只是暂时的。</p>\n<p>虽然此次车型涨价调整并未同步给中国市场,但特斯拉中国此前宣布,受芯片短缺以及成本波动影响,即日起特斯拉移动充电连接器(国标)价格上调400元人民币,调整后售价为2950元人民币。</p>\n<p>据特斯拉官网显示,国标移动式连接器支持 100-240V (单相) 50Hz 交流电并且配有正确接地的专用电路插座,最大电流13A ,充电器长度为6米,可适配国标特斯拉车辆。</p>\n<p><img src=\"https://static.tigerbbs.com/318661bfcd9206677eb2663d9c75ef34\" tg-width=\"720\" tg-height=\"480\" referrerpolicy=\"no-referrer\">图片来源:unsplash</p>\n<p>此外,虽然新车价格历尽多次下调,但后续特斯拉相关车型的用车成本或有所上涨。</p>\n<p>据特斯拉官网显示,自9月18日起新订单不再享有车主引荐奖励,若有更新会另行通知。对已有的引荐订单,需满足以下条件方可获得引荐奖励: Model S、Model X 和 Model 3 订单的下单订购日期为 2019 年 10 月 1 日至 2021 年 9 月 17 日;Model Y 订单的下单订购日期为2020 年 6 月 9 日至 2021 年 9 月 17 日。Cybertruck 等其它车型以及 Tesla 认证二手车订单不参与引荐计划。</p>\n<p>对此,有网友调侃,“珍惜剩余的羊毛”。据公开资料显示,此前新车主购车只需通过特斯拉老车主的推荐码下单并提车,双方都可获得有效期为6个月的1500公里超级充电免费的奖励,而该奖励还可以不断叠加累积。每新增一个成功引荐,免费超充额度有效期就会自动延长6个月,累计不超过36个月。</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>Model Y挤爆车管所!特斯拉9月国内销量大涨三倍</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\">\nModel Y挤爆车管所!特斯拉9月国内销量大涨三倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1083162684\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/0e46aca849659e0b62b7d019d1950408);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">时代财经 </p>\n<p class=\"h-time\">2021-10-12 15:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>作者:李卓玲</p>\n<p>10月12日下午,时代财经从乘联会方面获悉,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国9月销量达56006辆,环比增长27%,同比增长394%。同时,与8月销量组成不同的是,特斯拉中国9月销量中,国内销量达52123辆,同、环比增长均超过300%。</p>\n<p>“截至9月,特斯拉中国2021年累计销售已逾30万辆,其中,仅国内销量就已突破20万辆,出口车型也已突破30万辆。”同日,特斯拉中国方面向时代财经表示,在9月的销量中,Model Y占了大多数,“(9月)Model Y售出33033辆”。</p>\n<p>此前,9月车管所特斯拉车型上牌盛况被曝出时,业界对其当月国内交付量便十分看好。有特斯拉车主甚至通过社交平台分享其经历,称“来到车管所后,发现现场全是前来上牌的特斯拉车型”。另有车主发视频称,“虽然一大早就出发、赶在8点半前到达了车管所,但还是发现前面有几十辆车在排队,并且一眼望去几乎全是特斯拉Model Y”。</p>\n<p><img src=\"https://static.tigerbbs.com/0136ba693ba453338abfcc1486d8b917\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p>\n<p>据时代财经梳理,国内领先新能源车企中,9月特斯拉中国市场本土销量超过“蔚小理”三者相加,仅次于<a href=\"https://laohu8.com/S/002594\">比亚迪</a>。</p>\n<p>9月,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>均突破万辆月销,但<a href=\"https://laohu8.com/S/LI\">理想汽车</a>受芯片供应不足影响交付量有所回落。其中,蔚来9月共交付<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车10628台,环比增长80.7%;小鹏汽车9月交付量10412台,环比增长44%;理想汽车9月交付7094辆新车,环比下滑24.8%。至于比亚迪,其9月新能源车销量为70022辆,其中纯电动车36306辆、插电混合动力车33716辆。</p>\n<p><img src=\"https://static.tigerbbs.com/e51426b4865be4356e116c4957018995\" tg-width=\"749\" tg-height=\"242\" referrerpolicy=\"no-referrer\">数据来源:车企 制表:时代财经</p>\n<p>在业界看来,特斯拉中国市场本土销量水涨船高,与上海工厂发力息息相关。在此前的特斯拉2021年股东大会上,特斯拉CEO马斯克对上海工厂的表现依然大加赞扬,“上海超级工厂有着惊人的车辆质量和运营效率,做得非常棒”!</p>\n<p>数据显示,上海超级工厂运营不到两年,产量已在今年第三季度超过了弗里蒙特超级工厂。</p>\n<p>据特斯拉方面此前称,从产业链发展来看,特斯拉上海超级工厂不断加速本地化进程。截至 2020 年底,特斯拉上海超级工厂零部件本地化率已经高达 86%。</p>\n<p>得益于中国市场的亮眼表现,特斯拉赚钱能力强劲。有消息称,特斯拉目前已全部偿还当时为建设中国上海超级工厂所借的贷款,共计14亿美元,用时短短16个月。而此前,这笔贷款原定的偿还期限为5年(60个月)。</p>\n<p><img src=\"https://static.tigerbbs.com/d77b680933b9675257594100ccf8e614\" tg-width=\"720\" tg-height=\"480\" referrerpolicy=\"no-referrer\">图片来源:unsplash</p>\n<p>回到全球市场,今年以来,特斯拉保持强势,截至第三季度末,其内年全球累计销量已超越去年全年。数据显示,三季度,特斯拉交付量超过24万辆,同比增长73%,今年前三季度,特斯拉已累计交付新车62.7万辆,同比增长97%。</p>\n<p>该销量成绩出炉后,有外媒报道称,特斯拉正在给做空者带来更多痛苦,其中,许多人已经开始选择放弃。Wedbush分析师Daniel Ives将这些数字形容为“多头的一大骄傲”。Ives称:“尽管电动汽车领域有很多竞争对手,但特斯拉继续占据市场份额,并且在与芯片短缺作斗争的同时,这一点在本季度再次得到证明。”</p>\n<p>不过,马斯克此前在股东大会上坦诚,阻碍特斯拉销量增长的主要原因是芯片短缺和船运不畅。</p>\n<p>受芯片短缺压力,特斯拉美国市场产品近期有所涨价。</p>\n<p>据悉,本月6日,特斯拉在美国官网上调了Model 3/Y的部分车型售价。其中,Model 3标准续航版和高性能版均涨价1000美元,分别为4.199万美元和5.799万美元,Model 3长续航版未涨价;Model Y长续航版及高性能版均涨价1000美元,5.499万美元和6.199万美元。</p>\n<p>对此,马斯克此前在股东大会上承认,由于供应短缺,特斯拉不得不提高汽车价格,但希望这只是暂时的。</p>\n<p>虽然此次车型涨价调整并未同步给中国市场,但特斯拉中国此前宣布,受芯片短缺以及成本波动影响,即日起特斯拉移动充电连接器(国标)价格上调400元人民币,调整后售价为2950元人民币。</p>\n<p>据特斯拉官网显示,国标移动式连接器支持 100-240V (单相) 50Hz 交流电并且配有正确接地的专用电路插座,最大电流13A ,充电器长度为6米,可适配国标特斯拉车辆。</p>\n<p><img src=\"https://static.tigerbbs.com/318661bfcd9206677eb2663d9c75ef34\" tg-width=\"720\" tg-height=\"480\" referrerpolicy=\"no-referrer\">图片来源:unsplash</p>\n<p>此外,虽然新车价格历尽多次下调,但后续特斯拉相关车型的用车成本或有所上涨。</p>\n<p>据特斯拉官网显示,自9月18日起新订单不再享有车主引荐奖励,若有更新会另行通知。对已有的引荐订单,需满足以下条件方可获得引荐奖励: Model S、Model X 和 Model 3 订单的下单订购日期为 2019 年 10 月 1 日至 2021 年 9 月 17 日;Model Y 订单的下单订购日期为2020 年 6 月 9 日至 2021 年 9 月 17 日。Cybertruck 等其它车型以及 Tesla 认证二手车订单不参与引荐计划。</p>\n<p>对此,有网友调侃,“珍惜剩余的羊毛”。据公开资料显示,此前新车主购车只需通过特斯拉老车主的推荐码下单并提车,双方都可获得有效期为6个月的1500公里超级充电免费的奖励,而该奖励还可以不断叠加累积。每新增一个成功引荐,免费超充额度有效期就会自动延长6个月,累计不超过36个月。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0d4ff0c26fa2808be1933aa0d8d1dd5a","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2174187456","content_text":"作者:李卓玲\n10月12日下午,时代财经从乘联会方面获悉,特斯拉中国9月销量达56006辆,环比增长27%,同比增长394%。同时,与8月销量组成不同的是,特斯拉中国9月销量中,国内销量达52123辆,同、环比增长均超过300%。\n“截至9月,特斯拉中国2021年累计销售已逾30万辆,其中,仅国内销量就已突破20万辆,出口车型也已突破30万辆。”同日,特斯拉中国方面向时代财经表示,在9月的销量中,Model Y占了大多数,“(9月)Model Y售出33033辆”。\n此前,9月车管所特斯拉车型上牌盛况被曝出时,业界对其当月国内交付量便十分看好。有特斯拉车主甚至通过社交平台分享其经历,称“来到车管所后,发现现场全是前来上牌的特斯拉车型”。另有车主发视频称,“虽然一大早就出发、赶在8点半前到达了车管所,但还是发现前面有几十辆车在排队,并且一眼望去几乎全是特斯拉Model Y”。\n\n据时代财经梳理,国内领先新能源车企中,9月特斯拉中国市场本土销量超过“蔚小理”三者相加,仅次于比亚迪。\n9月,蔚来、小鹏汽车均突破万辆月销,但理想汽车受芯片供应不足影响交付量有所回落。其中,蔚来9月共交付智能电动汽车10628台,环比增长80.7%;小鹏汽车9月交付量10412台,环比增长44%;理想汽车9月交付7094辆新车,环比下滑24.8%。至于比亚迪,其9月新能源车销量为70022辆,其中纯电动车36306辆、插电混合动力车33716辆。\n数据来源:车企 制表:时代财经\n在业界看来,特斯拉中国市场本土销量水涨船高,与上海工厂发力息息相关。在此前的特斯拉2021年股东大会上,特斯拉CEO马斯克对上海工厂的表现依然大加赞扬,“上海超级工厂有着惊人的车辆质量和运营效率,做得非常棒”!\n数据显示,上海超级工厂运营不到两年,产量已在今年第三季度超过了弗里蒙特超级工厂。\n据特斯拉方面此前称,从产业链发展来看,特斯拉上海超级工厂不断加速本地化进程。截至 2020 年底,特斯拉上海超级工厂零部件本地化率已经高达 86%。\n得益于中国市场的亮眼表现,特斯拉赚钱能力强劲。有消息称,特斯拉目前已全部偿还当时为建设中国上海超级工厂所借的贷款,共计14亿美元,用时短短16个月。而此前,这笔贷款原定的偿还期限为5年(60个月)。\n图片来源:unsplash\n回到全球市场,今年以来,特斯拉保持强势,截至第三季度末,其内年全球累计销量已超越去年全年。数据显示,三季度,特斯拉交付量超过24万辆,同比增长73%,今年前三季度,特斯拉已累计交付新车62.7万辆,同比增长97%。\n该销量成绩出炉后,有外媒报道称,特斯拉正在给做空者带来更多痛苦,其中,许多人已经开始选择放弃。Wedbush分析师Daniel Ives将这些数字形容为“多头的一大骄傲”。Ives称:“尽管电动汽车领域有很多竞争对手,但特斯拉继续占据市场份额,并且在与芯片短缺作斗争的同时,这一点在本季度再次得到证明。”\n不过,马斯克此前在股东大会上坦诚,阻碍特斯拉销量增长的主要原因是芯片短缺和船运不畅。\n受芯片短缺压力,特斯拉美国市场产品近期有所涨价。\n据悉,本月6日,特斯拉在美国官网上调了Model 3/Y的部分车型售价。其中,Model 3标准续航版和高性能版均涨价1000美元,分别为4.199万美元和5.799万美元,Model 3长续航版未涨价;Model Y长续航版及高性能版均涨价1000美元,5.499万美元和6.199万美元。\n对此,马斯克此前在股东大会上承认,由于供应短缺,特斯拉不得不提高汽车价格,但希望这只是暂时的。\n虽然此次车型涨价调整并未同步给中国市场,但特斯拉中国此前宣布,受芯片短缺以及成本波动影响,即日起特斯拉移动充电连接器(国标)价格上调400元人民币,调整后售价为2950元人民币。\n据特斯拉官网显示,国标移动式连接器支持 100-240V (单相) 50Hz 交流电并且配有正确接地的专用电路插座,最大电流13A ,充电器长度为6米,可适配国标特斯拉车辆。\n图片来源:unsplash\n此外,虽然新车价格历尽多次下调,但后续特斯拉相关车型的用车成本或有所上涨。\n据特斯拉官网显示,自9月18日起新订单不再享有车主引荐奖励,若有更新会另行通知。对已有的引荐订单,需满足以下条件方可获得引荐奖励: Model S、Model X 和 Model 3 订单的下单订购日期为 2019 年 10 月 1 日至 2021 年 9 月 17 日;Model Y 订单的下单订购日期为2020 年 6 月 9 日至 2021 年 9 月 17 日。Cybertruck 等其它车型以及 Tesla 认证二手车订单不参与引荐计划。\n对此,有网友调侃,“珍惜剩余的羊毛”。据公开资料显示,此前新车主购车只需通过特斯拉老车主的推荐码下单并提车,双方都可获得有效期为6个月的1500公里超级充电免费的奖励,而该奖励还可以不断叠加累积。每新增一个成功引荐,免费超充额度有效期就会自动延长6个月,累计不超过36个月。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":5862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}