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Alyssa1314
2022-05-10
You are stupid
Time to Bail Out of Nio Stock
Alyssa1314
2021-10-07
$Corporate Universe, Inc.(COUV)$
What app Can I use to buy this stock?
Alyssa1314
2021-08-06
买一辆蔚来等于买两辆理想的价格，无法比较
“蔚小理”变为“理小蔚” 造车新势力销量排名起变化
去老虎APP查看更多动态
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In March 2020, shares bottomed out near $3/share. It opened May 9, at about $14.If you g","content":"<html><head></head><body><ul><li><b>Nio</b>(<b><u>NIO</u></b>) offers<b>Tesla</b>(<b><u>TSLA</u></b>) luxury without the production volumes.</li><li>The company has stiff competition within China, and those competitors are now exporting.</li><li>Nio will likely remain small, and investors should demand a profit.</li></ul><p>At this point in the game, investing in <b>Nio</b>(NYSE:<b><u>NIO</u></b>) stock means investing in the Chinese government.</p><p>If you bought stock in Nio when China was arranging its bailout two years ago, your investment is in good shape. In March 2020, shares bottomed out near $3/share. It opened May 9, at about $14.</p><p>If you got in late in 2020, at the time of the government’s technology crackdown, you’re losing money. Shares peaked at over $61 each at the start of 2021.</p><p>As a Nio stockholder, your view is colored by when you got in, and what you believed at the time. Was China’s government the savior of your investment, or did they take you for a ride?</p><p>That aside, looking at these numbers and competition, NIO stock probably won’t be going the distance.</p><p>Nio’s Numbers</p><p>Nio stock trades in Hong Kong as well as the U.S. Results are reported in Hong Kong dollars. These are currently trading at 7.85 HKD to the U.S. dollar. (The Chinese Yuan trades at 6.73 to the dollar, down sharply from 6.37 a month ago.)</p><p>At current exchange rates Nio lost about $1.61 billion in 2021,on revenue of $5.5 billion. Revenue was up 138% from 2020. The best news here was about $302 million in positive operating cash flow. Nio has a market capitalization of $49 billion.</p><p>Financial results for that first quarter are due May 13. Revenue is estimated at$1.54 billion with a loss of 16 cents/share. That would be an improvement over the last quarter’s 21 cents/share loss, on similar revenue.</p><p>The company reported its first quarter deliveries April 1 at25,768 cars. It delivered5,074more in April. Compare this to91,429delivered in all of 2021.</p><p>Now let’s put these numbers in context.</p><p>The Reality</p><p>Nio cars are made by <b>JAC Motors</b> in Hefei. JAC makes a full line of sedans, hatchbacks, and pick-ups. Think of Nio as a luxury electric brand for JAC.</p><p>Nio says it wants to be “China’s <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>).” But based on delivery numbers, it’s not China’s Tesla. When you read that it’s coming out with a model “competitive” with the TeslaModel 3, know that it’s only making a few of them. Tesla delivered over 300,000 cars in the first quarter of 2022.</p><p>If you want to know what globally competitive means for Nio, look at Norway, Europe’s most competitive electric car market. Nio has gotten into that market with plans to sell 7,000 cars over the next two years. Key to making that happen will be infrastructure, specifically battery swaps, which Nio has pioneered in its home market. The idea is that as a battery’s range drops it can be quickly replaced, and the whole car serviced.</p><p>If Nio can make it in Norway, the argument goes, it can make it in the U.S. But there will be a lot of competition, including Chinese competition.<b>Geely</b>(OTCMKTS:<b><u>GELYF</u></b>), which delivers as many vehicles in China as Tesla does electrics worldwide, now owns Volvo and has a luxury electric brand calledPolestartaking orders in the U.S.</p><p>The Bottom Line on NIO Stock</p><p>Nio has a high public profile in U.S. markets because it came to the <b>New York Stock Exchange</b> in 2019.</p><p>That’s<i>not</i>the same thing as being China’s Tesla.</p><p>Nio is a luxury brand whose cars are being made by a state-backed company. It aims to export numbers measured in the thousands, while Tesla plans to produce numbers in the <i>millions</i>.</p><p>While Nio is slowly ramping up its export infrastructure, better-capitalized rivals in China are doing the same. As is the rest of the auto industry worldwide. Its volumes do not justify the $49 billion market cap.</p><p>If you have a profit in Nio stock now, take it. If you don’t, I don’t think it likely you will ever see one.</p></body></html>","source":"lsy1606302653667","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>Time to Bail Out of Nio Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTime to Bail Out of Nio Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-10 10:48 GMT+8 <a href=https://investorplace.com/2022/05/time-to-bail-out-of-nio-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio(NIO) offersTesla(TSLA) luxury without the production volumes.The company has stiff competition within China, and those competitors are now exporting.Nio will likely remain small, and investors ...</p>\n\n<a href=\"https://investorplace.com/2022/05/time-to-bail-out-of-nio-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2022/05/time-to-bail-out-of-nio-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191887521","content_text":"Nio(NIO) offersTesla(TSLA) luxury without the production volumes.The company has stiff competition within China, and those competitors are now exporting.Nio will likely remain small, and investors should demand a profit.At this point in the game, investing in Nio(NYSE:NIO) stock means investing in the Chinese government.If you bought stock in Nio when China was arranging its bailout two years ago, your investment is in good shape. In March 2020, shares bottomed out near $3/share. It opened May 9, at about $14.If you got in late in 2020, at the time of the government’s technology crackdown, you’re losing money. Shares peaked at over $61 each at the start of 2021.As a Nio stockholder, your view is colored by when you got in, and what you believed at the time. Was China’s government the savior of your investment, or did they take you for a ride?That aside, looking at these numbers and competition, NIO stock probably won’t be going the distance.Nio’s NumbersNio stock trades in Hong Kong as well as the U.S. Results are reported in Hong Kong dollars. These are currently trading at 7.85 HKD to the U.S. dollar. (The Chinese Yuan trades at 6.73 to the dollar, down sharply from 6.37 a month ago.)At current exchange rates Nio lost about $1.61 billion in 2021,on revenue of $5.5 billion. Revenue was up 138% from 2020. The best news here was about $302 million in positive operating cash flow. Nio has a market capitalization of $49 billion.Financial results for that first quarter are due May 13. Revenue is estimated at$1.54 billion with a loss of 16 cents/share. That would be an improvement over the last quarter’s 21 cents/share loss, on similar revenue.The company reported its first quarter deliveries April 1 at25,768 cars. It delivered5,074more in April. Compare this to91,429delivered in all of 2021.Now let’s put these numbers in context.The RealityNio cars are made by JAC Motors in Hefei. JAC makes a full line of sedans, hatchbacks, and pick-ups. Think of Nio as a luxury electric brand for JAC.Nio says it wants to be “China’s Tesla(NASDAQ:TSLA).” But based on delivery numbers, it’s not China’s Tesla. When you read that it’s coming out with a model “competitive” with the TeslaModel 3, know that it’s only making a few of them. Tesla delivered over 300,000 cars in the first quarter of 2022.If you want to know what globally competitive means for Nio, look at Norway, Europe’s most competitive electric car market. Nio has gotten into that market with plans to sell 7,000 cars over the next two years. Key to making that happen will be infrastructure, specifically battery swaps, which Nio has pioneered in its home market. The idea is that as a battery’s range drops it can be quickly replaced, and the whole car serviced.If Nio can make it in Norway, the argument goes, it can make it in the U.S. But there will be a lot of competition, including Chinese competition.Geely(OTCMKTS:GELYF), which delivers as many vehicles in China as Tesla does electrics worldwide, now owns Volvo and has a luxury electric brand calledPolestartaking orders in the U.S.The Bottom Line on NIO StockNio has a high public profile in U.S. markets because it came to the New York Stock Exchange in 2019.That’snotthe same thing as being China’s Tesla.Nio is a luxury brand whose cars are being made by a state-backed company. It aims to export numbers measured in the thousands, while Tesla plans to produce numbers in the millions.While Nio is slowly ramping up its export infrastructure, better-capitalized rivals in China are doing the same. As is the rest of the auto industry worldwide. Its volumes do not justify the $49 billion market cap.If you have a profit in Nio stock now, take it. If you don’t, I don’t think it likely you will ever see one.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823845413,"gmtCreate":1633614956074,"gmtModify":1633614956074,"author":{"id":"3545622411306259","authorId":"3545622411306259","name":"Alyssa1314","avatar":"https://static.tigerbbs.com/ca2476df1d50bc3a55663a2bb4048c73","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COUV\">$Corporate Universe, Inc.(COUV)$</a>What app Can I use to buy this stock? ","listText":"<a href=\"https://laohu8.com/S/COUV\">$Corporate Universe, Inc.(COUV)$</a>What app Can I use to buy this stock? ","text":"$Corporate Universe, Inc.(COUV)$What app Can I use to buy this stock?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823845413","isVote":1,"tweetType":1,"viewCount":1399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893891390,"gmtCreate":1628252798710,"gmtModify":1628252798710,"author":{"id":"3545622411306259","authorId":"3545622411306259","name":"Alyssa1314","avatar":"https://static.tigerbbs.com/ca2476df1d50bc3a55663a2bb4048c73","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"买一辆蔚来等于买两辆理想的价格，无法比较","listText":"买一辆蔚来等于买两辆理想的价格，无法比较","text":"买一辆蔚来等于买两辆理想的价格，无法比较","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893891390","repostId":"2157465403","repostType":2,"repost":{"id":"2157465403","pubTimestamp":1628233221,"share":"https://www.laohu8.com/m/news/2157465403?lang=&edition=full","pubTime":"2021-08-06 15:00","market":"us","language":"zh","title":"“蔚小理”变为“理小蔚” 造车新势力销量排名起变化","url":"https://stock-news.laohu8.com/highlight/detail?id=2157465403","media":"证券日报","summary":"由此，长久以来的“蔚小理”的销量排序，变成了“理小蔚”。“蔚小理”销量排序变为“理小蔚”与传统BBA豪华品牌不同，蔚来给予用户的豪华感，更多是在用户服务层面。销量方面，从去年7月至今年7月，蔚来一直保持着“常胜将军”的姿态，稳居造车新势力销量榜单第一位。造车新势力第二梯队“闷声”鏖战事实上，相比于“蔚小理”销量上的不断提速，造车新势力第二梯队绩优者销量的突破上扬同样值得关注。","content":"<html><body><article><p>本报记者 龚梦泽</p><p>八月伊始，各种交付“创新高”，俨然成为了造车新势力的主旋律。</p><p>据《证券日报》记者统计，头部造车新势力中，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>率先在8月1日公布了销量数字，7月份共交付8589辆理想ONE，这是其单月交付量首次超过8000辆，同比增长251.3%，成功问鼎造车新势力销量冠军。</p><p>紧随其后，8月2日<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>也公布了上月成绩单。7月份，小鹏交付首次超过8000辆，同时领先<a href=\"https://laohu8.com/S/NIO\">蔚来</a>。相比于理想和小鹏，蔚来汽车本月表现不达预期。据官方公布数据显示，7月份蔚来汽车共交付新车7931辆，其中ES8交付1702辆，ES6交付3669辆，EC6交付2560辆。</p><p>由此，长久以来的“蔚小理”的销量排序，变成了“理小蔚”。记者注意到，理想汽车以500多辆的优势，超过蔚来、小鹏，成为7月份造车新势力的销量冠军，这也是理想汽车开启交付以来首次超越蔚来。</p><p>谈及在小鹏、理想销量普涨之下蔚来下滑的原因，<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经专栏作家林示表示，蔚来仍持续受到芯片或其他零部件短缺影响。“此前蔚来上半年曾临时停工，当前蔚来汽车下订后普遍要8周左右才能提车。”同时，他表示，7月份蔚来旗下三款车型被大量车主投诉座椅设计问题，虽然蔚来随后给出了升级座椅方案，但需要客户自己支付升级费用的做法，也对销量带来了一些影响。</p><p><strong>“蔚小理”销量排序变为“理小蔚”</strong></p><p>与传统BBA<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌不同，蔚来给予用户的豪华感，更多是在用户服务层面。得益于用户服务的独特战略，在众多的造车新势力中，蔚来的车主忠诚度最高。</p><p>销量方面，从去年7月至今年7月，蔚来一直保持着“常胜将军”的姿态，稳居造车新势力销量榜单第一位。</p><p>据蔚来发布的最新交付数据显示，公司7月份交付新车7931辆，同比增长124.5%。“我们的全供应链产能就是在7500辆左右，会尽力去冲8000辆。所以近两个月我们的交付数，都是在8000辆上下浮动。”蔚来汽车方面向《证券日报》记者表示，今年前7个月，蔚来汽车的交付量已经接近5万辆，超去年全年。</p><p>7月份，小鹏汽车总交付量首次突破8000，达到8040辆，同比增长228%，大幅刷新了上月刚刚打破的历史月交付纪录。事实上，由于产品定位和品牌问题，小鹏的销量一度陷入萎靡。但自去年7月份P7实现交付以来，小鹏的销量也出现了“转折点”。</p><p>记者注意到，得益于P7的强劲表现，直接带动小鹏连续13个月保持同比超过两倍以上的交付增速。对此，何小鹏毫不掩饰欣喜之情：“小鹏P7是在2017年年初开始设计的，在那个时候设计这样一款车面临非常多的不相信。这款车的月销售量达大几千台，我觉得这个是完全想象不到的。”</p><p>相较于其他两家（蔚来目前在售车型3款，小鹏目前在售车型2款），理想汽车的最大特点便是只有理想ONE一款车型，可谓是“一将精准打天下”。伴随着2021款理想ONE在换代完成过后，仅凭借单一车型，理想汽车销量能够超越蔚来跃居第一，证明了2021款理想ONE的出色产品力获得了市场和用户的认可。</p><p>“行业本身在加速发展，我们也不会停止产品的演进。我们对2021款的理想ONE信心非常强。”理想汽车联合创始人兼总裁沈亚楠向《证券日报》记者透露，理想汽车的目标是到今年9月份销量突破万台。</p><p><strong>造车新势力第二梯队“闷声”鏖战</strong></p><p>事实上，相比于“蔚小理”销量上的不断提速，造车新势力第二梯队绩优者销量的突破上扬同样值得关注。</p><p>数据显示，7月份的销量数据显示，哪吒汽车单月交付量达到6011辆，同时暴增492%，成功突破6000辆大关，成为第二梯队的领跑者。据记者观察，哪吒在产品结构和定价策略上有明显区别。它主打的是15万元以下的纯电动智能汽车，7月份交付量中个人用户的占比接近90%。</p><p>同阵营中的零跑汽车也表现抢眼，7月份交付量达到4404台，同比大增666%，环比增长12%。零跑汽车定位于A00级微型纯电动车的零跑T03是零跑汽车名副其实的销量支柱。在公司看来，微型车和小型车价格亲民，能够吸引更多的消费者，因此有着比高端车更广阔的市场前景。</p><p>值得一提的是，曾经与蔚来、小鹏并驾齐驱的威马汽车意外地淡出了竞争表单。数据显示，威马汽车2021年上半年累计销量1.57万辆，与新势力第二梯队的零跑、哪吒也有着不少差距，遗憾的跌出了新势力头部队伍的竞争行列。</p><p>从目前的销量势头来看，头部三强增速仍遥遥领先，更高的关注度和规模优势确保了它们头部队伍的位置。此外，哪吒、零跑也并没有沉浸在A00级市场的红利当中，在哪吒UPro与零跑C11之后对于品牌向上也有着更长远的中高端产品布局，努力实现“由下向上”的高端化进程。尽管威马汽车因IPO进程还在保持沉寂“静默”，但何时会发起反扑依然是个未知数。</p><p>（编辑 上官梦露）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“蔚小理”变为“理小蔚” 造车新势力销量排名起变化</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; 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造车新势力销量排名起变化\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 15:00 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021080615013879dd8080&s=b><strong>证券日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本报记者 龚梦泽八月伊始，各种交付“创新高”，俨然成为了造车新势力的主旋律。据《证券日报》记者统计，头部造车新势力中，理想汽车率先在8月1日公布了销量数字，7月份共交付8589辆理想ONE，这是其单月交付量首次超过8000辆，同比增长251.3%，成功问鼎造车新势力销量冠军。紧随其后，8月2日小鹏汽车也公布了上月成绩单。7月份，小鹏交付首次超过8000辆，同时领先蔚来。相比于理想和小鹏，蔚来汽车...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021080615013879dd8080&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fd218e5c5957c09b71dd359f7065c93","relate_stocks":{"LI":"理想汽车","09868":"小鹏汽车-W","NIO":"蔚来","XPEV":"小鹏汽车","02015":"理想汽车-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021080615013879dd8080&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2157465403","content_text":"本报记者 龚梦泽八月伊始，各种交付“创新高”，俨然成为了造车新势力的主旋律。据《证券日报》记者统计，头部造车新势力中，理想汽车率先在8月1日公布了销量数字，7月份共交付8589辆理想ONE，这是其单月交付量首次超过8000辆，同比增长251.3%，成功问鼎造车新势力销量冠军。紧随其后，8月2日小鹏汽车也公布了上月成绩单。7月份，小鹏交付首次超过8000辆，同时领先蔚来。相比于理想和小鹏，蔚来汽车本月表现不达预期。据官方公布数据显示，7月份蔚来汽车共交付新车7931辆，其中ES8交付1702辆，ES6交付3669辆，EC6交付2560辆。由此，长久以来的“蔚小理”的销量排序，变成了“理小蔚”。记者注意到，理想汽车以500多辆的优势，超过蔚来、小鹏，成为7月份造车新势力的销量冠军，这也是理想汽车开启交付以来首次超越蔚来。谈及在小鹏、理想销量普涨之下蔚来下滑的原因，新浪财经专栏作家林示表示，蔚来仍持续受到芯片或其他零部件短缺影响。“此前蔚来上半年曾临时停工，当前蔚来汽车下订后普遍要8周左右才能提车。”同时，他表示，7月份蔚来旗下三款车型被大量车主投诉座椅设计问题，虽然蔚来随后给出了升级座椅方案，但需要客户自己支付升级费用的做法，也对销量带来了一些影响。“蔚小理”销量排序变为“理小蔚”与传统BBA豪华品牌不同，蔚来给予用户的豪华感，更多是在用户服务层面。得益于用户服务的独特战略，在众多的造车新势力中，蔚来的车主忠诚度最高。销量方面，从去年7月至今年7月，蔚来一直保持着“常胜将军”的姿态，稳居造车新势力销量榜单第一位。据蔚来发布的最新交付数据显示，公司7月份交付新车7931辆，同比增长124.5%。“我们的全供应链产能就是在7500辆左右，会尽力去冲8000辆。所以近两个月我们的交付数，都是在8000辆上下浮动。”蔚来汽车方面向《证券日报》记者表示，今年前7个月，蔚来汽车的交付量已经接近5万辆，超去年全年。7月份，小鹏汽车总交付量首次突破8000，达到8040辆，同比增长228%，大幅刷新了上月刚刚打破的历史月交付纪录。事实上，由于产品定位和品牌问题，小鹏的销量一度陷入萎靡。但自去年7月份P7实现交付以来，小鹏的销量也出现了“转折点”。记者注意到，得益于P7的强劲表现，直接带动小鹏连续13个月保持同比超过两倍以上的交付增速。对此，何小鹏毫不掩饰欣喜之情：“小鹏P7是在2017年年初开始设计的，在那个时候设计这样一款车面临非常多的不相信。这款车的月销售量达大几千台，我觉得这个是完全想象不到的。”相较于其他两家（蔚来目前在售车型3款，小鹏目前在售车型2款），理想汽车的最大特点便是只有理想ONE一款车型，可谓是“一将精准打天下”。伴随着2021款理想ONE在换代完成过后，仅凭借单一车型，理想汽车销量能够超越蔚来跃居第一，证明了2021款理想ONE的出色产品力获得了市场和用户的认可。“行业本身在加速发展，我们也不会停止产品的演进。我们对2021款的理想ONE信心非常强。”理想汽车联合创始人兼总裁沈亚楠向《证券日报》记者透露，理想汽车的目标是到今年9月份销量突破万台。造车新势力第二梯队“闷声”鏖战事实上，相比于“蔚小理”销量上的不断提速，造车新势力第二梯队绩优者销量的突破上扬同样值得关注。数据显示，7月份的销量数据显示，哪吒汽车单月交付量达到6011辆，同时暴增492%，成功突破6000辆大关，成为第二梯队的领跑者。据记者观察，哪吒在产品结构和定价策略上有明显区别。它主打的是15万元以下的纯电动智能汽车，7月份交付量中个人用户的占比接近90%。同阵营中的零跑汽车也表现抢眼，7月份交付量达到4404台，同比大增666%，环比增长12%。零跑汽车定位于A00级微型纯电动车的零跑T03是零跑汽车名副其实的销量支柱。在公司看来，微型车和小型车价格亲民，能够吸引更多的消费者，因此有着比高端车更广阔的市场前景。值得一提的是，曾经与蔚来、小鹏并驾齐驱的威马汽车意外地淡出了竞争表单。数据显示，威马汽车2021年上半年累计销量1.57万辆，与新势力第二梯队的零跑、哪吒也有着不少差距，遗憾的跌出了新势力头部队伍的竞争行列。从目前的销量势头来看，头部三强增速仍遥遥领先，更高的关注度和规模优势确保了它们头部队伍的位置。此外，哪吒、零跑也并没有沉浸在A00级市场的红利当中，在哪吒UPro与零跑C11之后对于品牌向上也有着更长远的中高端产品布局，努力实现“由下向上”的高端化进程。尽管威马汽车因IPO进程还在保持沉寂“静默”，但何时会发起反扑依然是个未知数。（编辑 上官梦露）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":893891390,"gmtCreate":1628252798710,"gmtModify":1628252798710,"author":{"id":"3545622411306259","authorId":"3545622411306259","name":"Alyssa1314","avatar":"https://static.tigerbbs.com/ca2476df1d50bc3a55663a2bb4048c73","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"买一辆蔚来等于买两辆理想的价格，无法比较","listText":"买一辆蔚来等于买两辆理想的价格，无法比较","text":"买一辆蔚来等于买两辆理想的价格，无法比较","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893891390","repostId":"2157465403","repostType":2,"isVote":1,"tweetType":1,"viewCount":1510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612326448,"gmtCreate":1652184898284,"gmtModify":1652185767088,"author":{"id":"3545622411306259","authorId":"3545622411306259","name":"Alyssa1314","avatar":"https://static.tigerbbs.com/ca2476df1d50bc3a55663a2bb4048c73","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"You 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