胖胖虎up的个人主页 - 老虎社区

胖胖虎up

胖胖虎up

一颗欣欣向荣的小韭菜！

IP属地：天津

63关注

784粉丝

2主题

0勋章

12-04 10:07

$2倍做多CRCL ETF-Leverage Shares(CRCG)$ $Circle Internet Corp.(CRCL)$ 加仓，冲

12-02

$2倍做多UPST ETF-Tradr(UPSX)$ 这个合股为什么把我的成本拔得这么高？盈利直接变成亏损了

12-02

$2倍做多CRWV ETF-Tradr(CWVX)$ [冷漠]

12-01

$Circle Internet Corp.(CRCL)$ 这走势，有点恶心

11-25

$蔚来(NIO)$ 所以说，财报到底咋样

11-21

$Circle Internet Corp.(CRCL)$ 终于涨了，已经习惯每天-5%

11-21

$Opendoor Technologies Inc - WS(OPENW)$

11-21

$Circle Internet Corp.(CRCL)$ 成本81，大不了腰斩再补仓，能跌到哪里去呢[微笑]

11-20

$小米集团-W(01810)$ 米🐒该交的学费，该！啥时候米🐒开始粉转黑了，我反倒开始买入，这个群体就是这样，纯韭菜，跟他们反着干就对了

11-20

$Circle Internet Corp.(CRCL)$ 真牛逼

11-19

$小米集团-W(01810)$ 只有20块钱才值得投资，其余时间溢价太高，不值

@胖胖虎up:$小米集团-W(01810)$ 如果小米跌倒20港元以下，我没准可以考虑建仓，小米的labubu时刻还没有完全结束，做一个理性的投资者，只在价格合适的时候买入

11-19

$小米集团-W(01810)$ 可怜的米🐒，呜呜呜

11-19

$Opendoor Technologies Inc(OPEN)$ 不是有拆股吗？我咋没看到

11-17

$Strategy(MSTR)$ 这个泡沫即将破灭，恐怕会成为2026年的一个典型案例

11-14

$Opendoor Technologies Inc(OPEN)$ 干爆空头[你懂的]

11-14

$Circle Internet Corp.(CRCL)$ 80美元的crcl[财迷] ，买不了吃亏买不了上当，我以为还要过一段时间才可以买到，今天就可以买到打折的crcl了，跌了就多买点

11-14

$Opendoor Technologies Inc(OPEN)$ 妖股，夜盘比他吗开盘还刺激，刚才打开账户一眼7.86，想看下啥新闻导致的，看完新闻出来8.3[微笑]

11-13

$CoreWeave, Inc.(CRWV)$ 抄底，买入！

11-13

$苹果(AAPL)$ 直线拉升，一看0.4......

11-13

增程车就是历史的噪音，洞悉蠢人的需求卖给蠢人的车，蠢人早晚有一天不会蠢，因为被骗过，发现了这么一个伪需求，蠢车自然就没有了生存空间，没错，我说的就是你$理想汽车(LI)$

增程车失宠！销量占比连跌5个月，纯电车型强势逆袭

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这走势，有点恶心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/506153416184088","isVote":1,"tweetType":1,"viewCount":844,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501110471229028","authorId":"3501110471229028","name":"赚钱去火星","avatar":"https://static.tigerbbs.com/b086a214bbd5d0efb72fd2f72b054b57","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3501110471229028","idStr":"3501110471229028"},"content":"加密货币的仓位可以匀一点给七姐妹。也可以适当卖call补充弹药。大家都怕大饼库库砸，纳斯达克短期增长触及顶部，不是后面不涨了，是不会再给你这么快活的涨了。避险情绪和不降息预期都在慢慢酝酿。还有我盯着三年的coin的股东套现好几个月了。影响饼子的因素目前都不太好，不暴跌已经很不容易了。保护好自己吧，换点七姐妹安全。","text":"加密货币的仓位可以匀一点给七姐妹。也可以适当卖call补充弹药。大家都怕大饼库库砸，纳斯达克短期增长触及顶部，不是后面不涨了，是不会再给你这么快活的涨了。避险情绪和不降息预期都在慢慢酝酿。还有我盯着三年的coin的股东套现好几个月了。影响饼子的因素目前都不太好，不暴跌已经很不容易了。保护好自己吧，换点七姐妹安全。","html":"加密货币的仓位可以匀一点给七姐妹。也可以适当卖call补充弹药。大家都怕大饼库库砸，纳斯达克短期增长触及顶部，不是后面不涨了，是不会再给你这么快活的涨了。避险情绪和不降息预期都在慢慢酝酿。还有我盯着三年的coin的股东套现好几个月了。影响饼子的因素目前都不太好，不暴跌已经很不容易了。保护好自己吧，换点七姐妹安全。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503954392121808,"gmtCreate":1764069659844,"gmtModify":1764069662315,"author":{"id":"3526515817080864","authorId":"3526515817080864","name":"胖胖虎up","avatar":"https://static.tigerbbs.com/dc9f0243f7b8143d843e9e4a613c46d2","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3526515817080864","idStr":"3526515817080864"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 终于涨了，已经习惯每天-5%","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 终于涨了，已经习惯每天-5%","text":"$Circle Internet Corp.(CRCL)$ 终于涨了，已经习惯每天-5%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502613241324008","isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502565837627928,"gmtCreate":1763715822853,"gmtModify":1763715825385,"author":{"id":"3526515817080864","authorId":"3526515817080864","name":"胖胖虎up","avatar":"https://static.tigerbbs.com/dc9f0243f7b8143d843e9e4a613c46d2","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3526515817080864","idStr":"3526515817080864"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/OPENW\">$Opendoor Technologies Inc - 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href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a>&nbsp;","listText":"增程车就是历史的噪音，洞悉蠢人的需求卖给蠢人的车，蠢人早晚有一天不会蠢，因为被骗过，发现了这么一个伪需求，蠢车自然就没有了生存空间，没错，我说的就是你<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a>&nbsp;","text":"增程车就是历史的噪音，洞悉蠢人的需求卖给蠢人的车，蠢人早晚有一天不会蠢，因为被骗过，发现了这么一个伪需求，蠢车自然就没有了生存空间，没错，我说的就是你$理想汽车(LI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/499616691483528","repostId":"2583533124","repostType":2,"repost":{"id":"2583533124","kind":"news","pubTimestamp":1762997440,"share":"https://www.laohu8.com/m/news/2583533124?lang=&edition=full","pubTime":"2025-11-13 09:30","market":"hk","language":"zh","title":"增程车失宠！销量占比连跌5个月，纯电车型强势逆袭","url":"https://stock-news.laohu8.com/highlight/detail?id=2583533124","media":"新能源汽车要闻","summary":"2025年10月，增程式电动车在中国市场的批发销量占比已连续第五个月下滑。7-9月终端销量分别同比下滑11%、7%、13%，10月零售端跌幅进一步扩大，与新能源汽车整体27.4%的同比增速形成鲜明反差。但2025年以来，纯电技术的快速迭代正在对增程优势进行“釜底抽薪”。合资品牌却仍在加速布局增程车型。增程车的销量下滑，本质是新能源汽车市场从“蓝海”进入“红海”的必然结果。","content":"<html><body><article><p>曾凭借“可油可电”解决续航焦虑的增程式电动车，正在中国市场经历一场意想不到的滑铁卢。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251113094420515v152j8y8045bbnm\"/><p>2025年10月，增程式电动车在中国市场的批发销量占比已<strong>连续第五个月下滑</strong>。更令人惊讶的是，在新势力阵营中，纯电与增程的销售比例已从去年的<strong>49%:51%逆转为74%:26%</strong>，纯电车型不仅反超，更是将增程车远远甩在身后。</p><p>这一数据与2021-2024年间增程车销量年均超百倍增长的<a href=\"https://laohu8.com/S/002296\">辉煌</a>形成鲜明对比。曾几何时，增程技术还被众多车企视为通往新能源时代的“捷径”，如今却面临市场地位的急剧下滑。</p><p><strong>01 数据透视：从“顶流”到“连跌”的反转</strong></p><p>增程车的降温并非偶然，而是数据层面的持续承压。</p><p>2021-2024年，增程车销量增速曾连续保持<strong>218%、130%、154%、70.9%</strong>的爆发式增长，市场占比从<strong>3.6%飙升至9.1%</strong>，理想ONE、问界M7等车型更是一度供不应求。</p><p>然而，2025年画风突变。<strong>7-9月终端销量分别同比下滑11%、7%、13%</strong>，10月零售端跌幅进一步扩大，与新能源汽车整体<strong>27.4%</strong>的同比增速形成鲜明反差。</p><p><strong>02 纯电“釜底抽薪”，瓦解增程优势</strong></p><p>增程车的崛起，本质是抓住了早期纯电“续航短、补能难”的市场痛点，以“城市用电、长途发电”的模式精准破局。</p><p>但2025年以来，纯电技术的快速迭代正在对增程优势进行“釜底抽薪”。</p><p><strong>纯电续航普遍突破600-700km</strong>，部分车型甚至达到增程车的纯电续航水平，日常通勤无需补能。</p><p>充电基础设施爆发式增长，截至2024年底全国充电桩累计达<strong>1281.75万台</strong>，<strong>120kW以上快充桩普及</strong>，高速排队充电的场景大幅减少。</p><p>电池成本持续下降，<a href=\"https://laohu8.com/S/GS\">高盛</a>预测，2025年动力电池成本将降至<strong>99美元/kWh</strong>，比2022年下降<strong>40%</strong>，纯电车型价格下探，与增程车的价差不断缩小。</p><p><strong>03 “大电池”路线引发行业争议</strong></p><p>面对纯电的挤压，增程车开启了<strong>“大电池+小油箱”</strong>的转型之路。</p><p>智己LS6增程版搭载<strong>66度电池</strong>，纯电续航<strong>450km</strong>；<a href=\"https://laohu8.com/S/09863\">零跑</a>D19增程版电池容量更是达到<strong>80度</strong>，纯电续航<strong>500km</strong>，已超过不少入门级纯电车。</p><p>深蓝汽车董事长邓承浩直言不讳：“<strong>我不建议一味地把电池越做越大，天天背个增程器跑来跑去真的是浪费的</strong>。”他认为增程的纯电续航实打实能开200km就最好，过度堆料对消费者是不经济的。</p><p>乘联分会秘书长崔东树则表示，大电池能够提升消费者的驾乘体验，但并非所有增程式车型都要配备大电池，而应在考虑性价比的基础上，给中高端车型配备大电池。</p><p><strong>04 消费者偏好转变，追求纯电体验</strong></p><p>早期消费者选择增程车，是出于对续航焦虑的妥协；而随着新能源汽车渗透率提升，用户认知逐渐成熟。</p><p>2025年10月，中国新能源汽车零售渗透率已达<strong>51.6%</strong>，首次过半，意味着每卖出两台新车，就有一台是新能源车型。</p><p>与此同时，消费者对驾驶体验的要求升级，<strong>纯电车的平顺性、静谧性以及智能化配置，更能满足高品质出行需求</strong>。</p><p>一位抖音网友的观点颇具代表性：“<strong>以前怕半路没电选增程，现在纯电续航够、充电快，自然没必要多带个发动机</strong>。”这种理性消费趋势直接反映在销量数据上。</p><p><strong>05 车企策略调整，双线布局成主流</strong></p><p>面对市场变化，车企们也在积极调整产品策略。</p><p>一度表示“如果能穿越回去，我先搞增程赚点钱也挺好”的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>创始人李斌，近期指出：<strong>“2025年是用户从纯电技术带来的体验收益，大于因为加电不便带来体验损失的拐点”</strong>。</p><p>曾经坚定纯电路线的<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>，也已转向纯电、增程双线发展。而<a href=\"https://laohu8.com/S/LI\">理想汽车</a>在MEGA之后，选择继续把未来交给纯电。</p><p><strong>合资品牌却仍在加速布局增程车型</strong>。据不完全统计，截止目前，已经正式发布或正在储备中的合资品牌增程车型就已经达到<strong>15款以上</strong>，这些品牌似乎来得晚了一点，但是至少赶上了增程式技术的“末班车”。</p><p><strong>06 未来出路：精准定位而非全面退场</strong></p><p>尽管销量连跌，但增程车并非穷途末路。</p><p>在<strong>充电网络尚未覆盖的三四线城市及农村地区</strong>，在对<strong>长途出行有刚性需求</strong>且不愿妥协补能效率的用户群体中，增程车仍有不可替代的价值。</p><p>中国工程院院士杨裕生甚至在近期论坛上发表了题为<strong>“增程式是2030年碳达峰作贡献的主力汽车”</strong>的演讲。他认为，“<strong>插电式在向增程式进化</strong>”，如果省掉内燃机驱动的构件功能，就变成一个增程器，所以就进化为增程式了，这样简化结构，重量减轻，更加节能。</p><p>乘联分会秘书长崔东树也表示乐观：“<strong>增程应该还有机会涨起来</strong>”。</p><p>增程车的销量下滑，本质是新能源汽车市场从“蓝海”进入“红海”的必然结果。它的崛起证明了市场对用户痛点的敏锐捕捉，而如今的调整，则是技术迭代与消费升级共同作用的产物。</p><p>对于车企而言，与其纠结技术路线之争，不如回归用户需求本质；对于消费者来说，无论是增程还是纯电，适合自己的才是最佳选择。这场市场洗牌的背后，是<strong>中国新能源汽车产业向更高质量发展的缩影</strong>。</p><p><strong>推 荐 阅 读</strong></p><p>（扫码加入“车友圈”知识星球，获取海量精选汽车行业报告）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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增程车失宠！销量占比连跌5个月，纯电车型强势逆袭\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-13 09:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251113094424a49da678&s=b><strong>新能源汽车要闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>曾凭借“可油可电”解决续航焦虑的增程式电动车，正在中国市场经历一场意想不到的滑铁卢。2025年10月，增程式电动车在中国市场的批发销量占比已连续第五个月下滑。更令人惊讶的是，在新势力阵营中，纯电与增程的销售比例已从去年的49%:51%逆转为74%:26%，纯电车型不仅反超，更是将增程车远远甩在身后。这一数据与2021-2024年间增程车销量年均超百倍增长的辉煌形成鲜明对比。曾几何时，增程技术还被...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251113094424a49da678&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1794554557.SGD":"Allianz All China Equity AT Acc 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纯电“釜底抽薪”，瓦解增程优势增程车的崛起，本质是抓住了早期纯电“续航短、补能难”的市场痛点，以“城市用电、长途发电”的模式精准破局。但2025年以来，纯电技术的快速迭代正在对增程优势进行“釜底抽薪”。纯电续航普遍突破600-700km，部分车型甚至达到增程车的纯电续航水平，日常通勤无需补能。充电基础设施爆发式增长，截至2024年底全国充电桩累计达1281.75万台，120kW以上快充桩普及，高速排队充电的场景大幅减少。电池成本持续下降，高盛预测，2025年动力电池成本将降至99美元/kWh，比2022年下降40%，纯电车型价格下探，与增程车的价差不断缩小。03 “大电池”路线引发行业争议面对纯电的挤压，增程车开启了“大电池+小油箱”的转型之路。智己LS6增程版搭载66度电池，纯电续航450km；零跑D19增程版电池容量更是达到80度，纯电续航500km，已超过不少入门级纯电车。深蓝汽车董事长邓承浩直言不讳：“我不建议一味地把电池越做越大，天天背个增程器跑来跑去真的是浪费的。”他认为增程的纯电续航实打实能开200km就最好，过度堆料对消费者是不经济的。乘联分会秘书长崔东树则表示，大电池能够提升消费者的驾乘体验，但并非所有增程式车型都要配备大电池，而应在考虑性价比的基础上，给中高端车型配备大电池。04 消费者偏好转变，追求纯电体验早期消费者选择增程车，是出于对续航焦虑的妥协；而随着新能源汽车渗透率提升，用户认知逐渐成熟。2025年10月，中国新能源汽车零售渗透率已达51.6%，首次过半，意味着每卖出两台新车，就有一台是新能源车型。与此同时，消费者对驾驶体验的要求升级，纯电车的平顺性、静谧性以及智能化配置，更能满足高品质出行需求。一位抖音网友的观点颇具代表性：“以前怕半路没电选增程，现在纯电续航够、充电快，自然没必要多带个发动机。”这种理性消费趋势直接反映在销量数据上。05 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Technologies Inc.(PLTR)$</a>大盘暴涨你微涨，大盘稳涨你横盘，大盘稍跌你暴跌，大盘崩盘你动不动就腰斩，我也快坚持不住了","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>大盘暴涨你微涨，大盘稳涨你横盘，大盘稍跌你暴跌，大盘崩盘你动不动就腰斩，我也快坚持不住了","text":"$Palantir Technologies Inc.(PLTR)$大盘暴涨你微涨，大盘稳涨你横盘，大盘稍跌你暴跌，大盘崩盘你动不动就腰斩，我也快坚持不住了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/879211748","isVote":1,"tweetType":1,"viewCount":6032,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569968827736584","authorId":"3569968827736584","name":"摩根财团首席执行官","avatar":"https://static.tigerbbs.com/04b6773002f87ca1460bc1427e3bf007","crmLevel":3,"crmLevelSwitch":1,"idStr":"3569968827736584","authorIdStr":"3569968827736584"},"content":"准备好被套8个月[得意][得意]","text":"准备好被套8个月[得意][得意]","html":"准备好被套8个月[得意][得意]"},{"author":{"id":"3519080649145570","authorId":"3519080649145570","name":"INDEX","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3519080649145570","authorIdStr":"3519080649145570"},"content":"想想你为何买入 基本面变了吗？还是就是因为股价的波动而想卖出","text":"想想你为何买入 基本面变了吗？还是就是因为股价的波动而想卖出","html":"想想你为何买入 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