近在咫尺的个人主页 - 老虎社区

近在咫尺

近在咫尺

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0勋章

2023-07-17

$特斯拉(TSLA)$ 300止盈[财迷] [财迷] [财迷] [得意] [得意]

2023-06-21

$特斯拉(TSLA)$ 不到300不下车[财迷] [财迷]

2024-11-08

$特斯拉(TSLA)$ 感谢特朗普，感谢马斯克，感谢CCTV

2024-11-08

$小鹏汽车(XPEV)$ $小米集团-W(01810)$ 感谢雷总，感谢小米，感谢CCTV

2025-02-10

$小米集团-W(01810)$ 谢谢雷总

2025-02-26

$蔚来(NIO)$ $小鹏汽车-W(09868)$ $小米集团-W(01810)$ 看看人家小鹏小米，蔚来就是个扶不起的阿斗

2023-06-15

$特斯拉(TSLA)$ 加油

2020-11-13

$贝壳(BEKE)$一个房产中介市值居然比开发商还高那么多🙂🙂匪夷所思

2025-02-26

$小米集团-W(01810)$ 雷总牛逼[得意] [得意] [得意]

2021-08-14

现在火币平台都找不着了

抱歉，原内容已删除

去老虎APP查看更多动态

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[得意]&nbsp;&nbsp;","text":"$小米集团-W(01810)$ 雷总牛逼[得意] [得意] [得意]","images":[{"img":"https://static.tigerbbs.com/c2654f20ad99453010b4da46e4929140","width":"828","height":"700"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407703734813256","isVote":1,"tweetType":1,"viewCount":10100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":407473960272488,"gmtCreate":1740499316409,"gmtModify":1740499354687,"author":{"id":"3567110299119558","authorId":"3567110299119558","name":"近在咫尺","avatar":"https://static.tigerbbs.com/24459d7d5f2b9cf3a504836b18cb6a3d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567110299119558","idStr":"3567110299119558"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$&nbsp;</a>&nbsp;<a 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小米，蔚来就是个扶不起的阿斗","images":[{"img":"https://static.tigerbbs.com/b6a03e9c247456c3389460ff4126691a","width":"828","height":"883"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/407473960272488","isVote":1,"tweetType":1,"viewCount":7166,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557123530063289","authorId":"3557123530063289","name":"Lucy_4158","avatar":"https://static.tigerbbs.com/b1197cb4c6b69199af28108253748f6f","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3557123530063289","idStr":"3557123530063289"},"content":"哥，在哪？想线下跟你学习学习 [爱你]","text":"哥，在哪？想线下跟你学习学习 [爱你]","html":"哥，在哪？想线下跟你学习学习 [爱你]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":406027705737432,"gmtCreate":1740154477895,"gmtModify":1740154479584,"author":{"id":"3567110299119558","authorId":"3567110299119558","name":"近在咫尺","avatar":"https://static.tigerbbs.com/24459d7d5f2b9cf3a504836b18cb6a3d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567110299119558","idStr":"3567110299119558"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a> 以前是蔚小理，现在是理小蔚。大哥变小弟了，蔚来还在自己自嗨[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a> 以前是蔚小理，现在是理小蔚。大哥变小弟了，蔚来还在自己自嗨[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"$蔚来(NIO)$ $小鹏汽车(XPEV)$ $理想汽车(LI)$ 以前是蔚小理，现在是理小蔚。大哥变小弟了，蔚来还在自己自嗨[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/406027705737432","isVote":1,"tweetType":1,"viewCount":2475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402060635873800,"gmtCreate":1739177895036,"gmtModify":1739177898222,"author":{"id":"3567110299119558","authorId":"3567110299119558","name":"近在咫尺","avatar":"https://static.tigerbbs.com/24459d7d5f2b9cf3a504836b18cb6a3d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567110299119558","idStr":"3567110299119558"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 谢谢雷总","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 谢谢雷总","text":"$小米集团-W(01810)$ 谢谢雷总","images":[{"img":"https://static.tigerbbs.com/e8fbd39ec5d6cc23adc82011a55dded2","width":"695","height":"841"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/402060635873800","isVote":1,"tweetType":1,"viewCount":3175,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20722186463466","authorId":"20722186463466","name":"爱发红包的虎妞","avatar":"https://static.tigerbbs.com/acf27be178fbc21279d1959ce5bec4e7","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"20722186463466","idStr":"20722186463466"},"content":"老师您好，可以加虎妞微信聊聊投资吗？微信：itiger2014","text":"老师您好，可以加虎妞微信聊聊投资吗？微信：itiger2014","html":"老师您好，可以加虎妞微信聊聊投资吗？微信：itiger2014"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":388603143622904,"gmtCreate":1735899620908,"gmtModify":1735899703302,"author":{"id":"3567110299119558","authorId":"3567110299119558","name":"近在咫尺","avatar":"https://static.tigerbbs.com/24459d7d5f2b9cf3a504836b18cb6a3d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567110299119558","idStr":"3567110299119558"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 苹果的负债率这么高，为什么市值拉得如此高。自己账上那么多钱，干嘛不还债降低负债率？","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 苹果的负债率这么高，为什么市值拉得如此高。自己账上那么多钱，干嘛不还债降低负债率？","text":"$苹果(AAPL)$ 苹果的负债率这么高，为什么市值拉得如此高。自己账上那么多钱，干嘛不还债降低负债率？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/374474924576808","isVote":1,"tweetType":1,"viewCount":3151,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3529053801824811","authorId":"3529053801824811","name":"永乐路","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3529053801824811","idStr":"3529053801824811"},"content":"沙海，就是借钱回购，所以负债才高","text":"沙海，就是借钱回购，所以负债才高","html":"沙海，就是借钱回购，所以负债才高"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372594809868376,"gmtCreate":1731974560552,"gmtModify":1731974562912,"author":{"id":"3567110299119558","authorId":"3567110299119558","name":"近在咫尺","avatar":"https://static.tigerbbs.com/24459d7d5f2b9cf3a504836b18cb6a3d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567110299119558","idStr":"3567110299119558"},"themes":[],"htmlText":"蔚来车就不要谈保值率了，新能源车里保值率太低了。","listText":"蔚来车就不要谈保值率了，新能源车里保值率太低了。","text":"蔚来车就不要谈保值率了，新能源车里保值率太低了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372594809868376","repostId":"2484263084","repostType":2,"repost":{"id":"2484263084","kind":"news","pubTimestamp":1731865061,"share":"https://www.laohu8.com/m/news/2484263084?lang=zh_CN&edition=full","pubTime":"2024-11-18 01:37","market":"hk","language":"zh","title":"坚定纯电路线 蔚来换电站建设提速","url":"https://stock-news.laohu8.com/highlight/detail?id=2484263084","media":"证券日报","summary":"“截至目前，蔚来已经建设了2659座换电站，并计划在11月份和12月份建设350座换电站。到年底将打通全国‘9纵9横’国家主干高速公路的换电网络。”在11月15日开幕的广州车展上，针对当前市场热议的纯电路线以及换电站建设等问题，蔚来高级副总裁魏健接受了《证券日报》记者采访，详细阐述了蔚来在新能源汽车市场的布局与未来规划。新能源汽车的渗透率在不断提升，今年10月份已达到53%。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.NIO&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p> <p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.09866&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　“截至目前，<span><a href=\"https://laohu8.com/S/NIO\">蔚来</a></span><span></span>已经建设了2659座换电站，并计划在11月份和12月份建设350座换电站。到年底将打通全国‘9纵9横’国家主干高速公路的换电网络。”在11月15日开幕的广州车展上，针对当前市场热议的纯电路线以及换电站建设等问题，<span href=\"http://quote.eastmoney.com/unify/r/106.NIO\" target=\"_blank\" web=\"1\"><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a></span>高级副总裁魏健接受了《<span>证券</span><span></span>日报》记者采访，详细阐述了<span href=\"http://quote.eastmoney.com/unify/r/106.NIO\" target=\"_blank\" web=\"1\">蔚来</span>在<span>新能源</span><span></span>汽车市场的布局与未来规划。</p><p>　　<span href=\"http://quote.eastmoney.com/unify/r/90.BK0493\" target=\"_blank\" web=\"1\">新能源</span>汽车的渗透率在不断提升，今年10月份已达到53%。蔚来作为纯电品牌的代表，近期销量表现尤为抢眼，已经连续6个月销量超过2万台，并在30万元以上纯电市场中占据了45.9%的市占率，显示出强大的市场竞争力。</p><p>　　在保值率方面，尽管市场竞争激烈，许多品牌纷纷降价，但蔚来的保值率不仅没有下降，反而节节升高。蔚来二手车的销售情况非常好，周转率高，保值率高。</p><p>　　魏健表示，蔚来将继续坚持高品质发展路线，不盲目参与价格战，而是通过提升产品价值和服务体验来赢得市场。</p><p>　　魏健还分享了蔚来在品牌策略和用户服务方面的独到见解。蔚来始终将用户利益放在首位，通过提供超越期待的全程体验来赢得用户的信任和支持。蔚来不仅关注产品的销量和市场占有率，更注重提升用户的满意度和忠诚度。</p><p>　　在品牌策略方面，魏健透露了蔚来即将发布第三品牌Firefly的消息。他表示，蔚来将通过不同品牌的定位来覆盖更广泛的市场需求，从十几万元到八十万元的价格区间都将有所布局。这一策略旨在满足不同用户群体的需求，进一步提升蔚来在<span href=\"http://quote.eastmoney.com/unify/r/90.BK0493\" target=\"_blank\" web=\"1\">新能源</span>汽车市场的整体竞争力。</p><p>　　在用户服务方面，蔚来不仅提供高品质的产品和服务，还注重与用户建立长期稳定的关系。通过社区共创等方式，蔚来与用户之间建立了深厚的情感纽带，这种情感纽带将成为蔚来未来发展的重要支撑。</p><p>　　在换电站建设方面，魏健透露了蔚来的一系列宏伟计划。他表示，到今年年底，蔚来将打通全国“9纵9横”国家主干高速公路的换电网络，实现全国主要汽车消费市场的城市（包括县级市）换电网络全覆盖。</p><p>　　魏健还详细介绍了蔚来的县县通计划。到明年6月30日之前，所有省级行政区将实现充电县县通，14个省级行政区将实现换电县县通；到2025年底前，27个省级行政区将实现换电县县通。这一计划的实施将极大地提升蔚来用户的充电便利性，进一步巩固蔚来在新能源汽车市场的领先地位。</p><p>　　在采访中，魏健还回应了关于蔚来技术路线的选择问题。蔚来非常坚定地走纯电路线，并认为增程模式只是纯电模式的一个过渡阶段。随着用户对纯电体验的认可度不断提高，以及蔚来换电网络的不断完善，用户将不再需要增程模式来解决里程焦虑问题。</p><p>　　魏健强调，蔚来将继续致力于提供最好的纯电体验，为用户带来更加便捷、高效的出行方式。</p><p>　　此外，魏健还分享了蔚来在海外市场的发展情况。蔚来已经在海外建设了18座换电站，并在挪威实现了全境换电网络覆盖。未来，蔚来将继续加快海外市场布局，将先进的换电技术和优质的产品带给更多海外用户。</p><p>（文章来源：<span href=\"http://quote.eastmoney.com/unify/r/90.BK0473\" target=\"_blank\" web=\"1\">证券</span>日报）</p> </div></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>坚定纯电路线 蔚来换电站建设提速</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坚定纯电路线 蔚来换电站建设提速\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-18 01:37 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202411183241843654.html><strong>证券日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“截至目前，蔚来已经建设了2659座换电站，并计划在11月份和12月份建设350座换电站。到年底将打通全国‘9纵9横’国家主干高速公路的换电网络。”在11月15日开幕的广州车展上，针对当前市场热议的纯电路线以及换电站建设等问题，蔚来高级副总裁魏健接受了《证券日报》记者采访，详细阐述了蔚来在新能源汽车市场的布局与未来规划。　　新能源汽车的渗透率在不断提升，今年10月份已达到53%。蔚来作为纯电品牌的...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202411183241843654.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","BK4505":"高瓴资本持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4504":"桥水持仓","BK4585":"ETF&股票定投概念","BK1119":"汽车制造商","BK4588":"碎股","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4509":"腾讯概念","BK1588":"回港中概股","BK4581":"高盛持仓","09866":"蔚来-SW","BK4532":"文艺复兴科技持仓","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","NIO":"蔚来","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) 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Looks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667825349","isVote":1,"tweetType":1,"viewCount":1810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":847780902,"gmtCreate":1636554225795,"gmtModify":1636554225795,"author":{"id":"3567110299119558","authorId":"3567110299119558","name":"近在咫尺","avatar":"https://static.tigerbbs.com/24459d7d5f2b9cf3a504836b18cb6a3d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567110299119558","idStr":"3567110299119558"},"themes":[],"htmlText":"现在的蔚来不务正业！把主营业务做好了就是给客户最好的体验，别整些没用的服务。","listText":"现在的蔚来不务正业！把主营业务做好了就是给客户最好的体验，别整些没用的服务。","text":"现在的蔚来不务正业！把主营业务做好了就是给客户最好的体验，别整些没用的服务。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847780902","repostId":"1189094403","repostType":2,"repost":{"id":"1189094403","kind":"news","pubTimestamp":1636528002,"share":"https://www.laohu8.com/m/news/1189094403?lang=zh_CN&edition=full","pubTime":"2021-11-10 15:06","market":"us","language":"zh","title":"“优等生”蔚来，没有上进心","url":"https://stock-news.laohu8.com/highlight/detail?id=1189094403","media":"亿欧汽车","summary":"看了$蔚来$的三季度财报，一位创始版车主表示：蔚来现在最大的问题，是没有了之前的危机感。蔚来汽车联合创始人兼总裁秦力洪对此表示：危机感，永远都有。2021年11月10日，蔚来发布三季度财报，三季度营收达98.1亿元，同比增长116.6%，现金储备达470亿元。财报的字里行间透露着“有钱”二字。一个月前，蔚来还是蝉联销冠的优等生，虽然新势力销量波动不罕见，但从蔚来日渐下滑的销量来看，情况堪忧。","content":"<p>看了<a href=\"https://laohu8.com/S/NIO\">蔚来</a>的三季度财报，一位创始版车主表示：蔚来现在最大的问题，是没有了之前的危机感。</p>\n<p>蔚来汽车联合创始人兼总裁秦力洪对此表示：危机感，永远都有。</p>\n<p>2021年11月10日，蔚来发布三季度财报，三季度营收达98.1亿元，同比增长116.6%，现金储备达470亿元。</p>\n<p>财报的字里行间透露着“有钱”二字。</p>\n<p>而车主纷纷在财报信息下面留言，呼吁有钱的蔚来加快脚步，增强硬件首发优势，积极开发软件实力，“比起新势力，蔚来已经中规中矩了。我希望有钱的蔚来，能带来更多的惊喜。”</p>\n<p><img src=\"https://static.tigerbbs.com/0148a4b9dcbb0d13de068903d2ada9c1\" tg-width=\"880\" tg-height=\"535\" referrerpolicy=\"no-referrer\"></p>\n<p><i><b>01</b></i></p>\n<p><b>跌出第一梯队？</b></p>\n<p>10月，蔚来首次跌至造车新势力销量榜第五位。</p>\n<p>一个月前，蔚来还是蝉联销冠的优等生，虽然新势力销量波动不罕见，但从蔚来日渐下滑的销量来看，情况堪忧。</p>\n<p>消息发酵后，蔚来火速回应：“与生产线改造有关。”据亿欧汽车了解， 10月，江淮蔚来合肥先进制造基地生产线完成阶段性改造，10月下旬起，合肥先进制造基地已逐步恢复生产。</p>\n<p>秦力洪表示，“10月份的销量其实是非常出色的，可以用创纪录来形容，达到了历史新高。因为工厂在改建升级，仅仅满负荷运转了10天，车造的少，所以交付少了。”</p>\n<p>此外，秦力洪还透露，此次的生产线改造目的之一就是兼容ET7准时上线。</p>\n<p>随着工厂改建升级工作的完成，蔚来首款轿车ET7将在明年一季度投产，而江淮蔚来合肥工厂的总产能也将实现2倍增长，达到30万台。</p>\n<p>言下之意，此次销量情形是蔚来为了主力车型ET7“顺产”及产能优化，并对眼前利益暂时让渡导致。</p>\n<p>蔚来虽然对销量信心十足，但对第四季度的交付量缺少了些许底气。</p>\n<p>在第三季度财报电话会上，蔚来预计第四季度车辆交付量在2.35-2.55万辆之间，同比增幅约35.4%至46.9%，较2021年第三季度减少约3.8%-4.3%。</p>\n<p>但在“缺芯”和产线调整的大背景下，“我们”都一样。</p>\n<p>理想、哪吒、威马10月环比均有所上涨，小鹏虽比上月交付量有所减少，仍能突破一万辆大关。蔚来跌幅最大达到了65.5%。</p>\n<p><i><b>02</b></i></p>\n<p><b>蔚来，科技断层？</b></p>\n<p>蔚来车主当前反映最多的问题之一是：车机开机特别慢。甚至有车主调侃，车机版本越升级越卡，“闻出了<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的味道。”</p>\n<p>这与软件实力息息相关。</p>\n<p>在《2021中国<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶核心软件产业研究报告》中，亿欧智库预计，汽车软件在整车价值中所占的比例有望在2030年达到65%，成为未来汽车产业中的重要利润点。</p>\n<p>当前，软件定义汽车已成共识，如何在汽车硬件基础上为用户提供更人性化的软件服务，是重中之重，亦是蔚来等智能化车企绕不开的大山之一。</p>\n<p>蔚来似乎在这座大山面前停住了脚步。</p>\n<p>从过去一年的新闻看，蔚来做的事情，只有两件，要么加速换电站建设，要么日常与车主打作一团。</p>\n<p>在产品研发和技术创新上，蔚来的动作似乎并不明显。</p>\n<p>看似以“互联网思维打天下”，技能树点满的蔚来，本质上更像是一家侧重于售后的车企。</p>\n<p>蔚来更多付出的是对消费者的关爱和无微不至的满足，甚至有人戏称其为“<a href=\"https://laohu8.com/S/06862\">海底捞</a>式服务”。</p>\n<p>蔚来向来“宠粉”，用户也一直为其忠实地站队欢呼，“圈地自萌”好不欢乐。</p>\n<p>路人缘良好，也要硬实力跟上。蔚来想给人有温度的造车企业的印象无可厚非，但人家隔壁的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，市值已经破万亿美金了，蔚来可不能沉浸在车主的”温柔乡“里了。</p>\n<p>在市场和车主的眼中，蔚来作为中国造车新势力第一股，一直被视为新能源浪潮下的领头羊，背负的是中国自主品牌弯道超车的希望。</p>\n<p>可车主“饭圈化”显然不是一个好的信号，靠被发好人卡，蔚来不免失却了科技公司的格调。</p>\n<p>不少蔚来车主也真诚呼吁：“多在产品身上下点功夫吧！”</p>\n<p><i><b>03</b></i></p>\n<p><b>周边产品，胜过主营业务？</b></p>\n<p>打造令人愉悦的生活方式，蔚来底气满满。</p>\n<p>除了一年一度的NIO Day之外，似乎再难给出任何惊喜。难道只顾着生活，却忘了创新？</p>\n<p>除了NIO Power、NIO Service、NIO House、NIO Space这些与用车深度相关的用户服务，NIO Life也成为蔚来用户运营的重要组成之一，共同组成了“NIO宇宙”。</p>\n<p>别人出的周边是<a href=\"https://laohu8.com/S/300024\">机器人</a>，而蔚来出的周边却是时装家居、茶酒美食。</p>\n<p>蔚来，已经在享受生活中愈发得心应手。频频出现在设计师和文青的安利帖中，甚至有人在小红书上发帖：蔚来的周边产品比它的主营业务做得更好。</p>\n<p>你可以永远相信蔚来的审美，但销量不一定。</p>\n<p>不务正业的车企有很多，比如马自达推出过金属蒸蛋器，日产设计过智能家具，福特曾推出狗屋，丰田生产过氢动力游艇，本田还造过飞机。</p>\n<p>友商特斯拉推出了人形机器人Tesla bot，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>推出智能机器马，甚至迷上了飞行汽车。</p>\n<p>蔚来若只沉浸在生活的美好中，成为某一群人的狂欢，如何担负得起推动中国智能电动汽车普及全球的历史重任。</p>\n<p><i><b>04</b></i></p>\n<p><b>蔚来，离特斯拉还差多少<a href=\"https://laohu8.com/S/002594\">比亚迪</a></b></p>\n<p>蔚来的人设，也曾是\"特斯拉中国分拉\"（平替）。</p>\n<p><img src=\"https://static.tigerbbs.com/800d9deff26dd2ab9371ded2377cd21a\" tg-width=\"866\" tg-height=\"588\" referrerpolicy=\"no-referrer\"></p>\n<p>本应更懂中国市场的蔚来，不像特斯拉出身“显贵”，经历了自燃、濒临破产、投资人撤出等事件，一直被霉运笼罩的李斌实属不易，终于走出了中国智能电动汽车的特色道路。</p>\n<p>再看看“任性调价、把用户当韭菜”的特斯拉，市值不仅于近日突破万亿美金，其在销售场景中也是一车难求。</p>\n<p>订单充足产能不足，某种程度上来说羡煞旁人，一时无法望其项背，究其本质恐怕是特斯拉强大的产品力。</p>\n<p>建厂、量产、交付一以贯之，产品性能领先同级且不断通过OTA迭代更新，特斯拉将科技创新的技能值一再拉满。</p>\n<p>蛰伏多年的比亚迪在市值与销量上均得到了市场的正向反馈，被视为中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车的头号代表，取代了蔚来曾经中国车企市值第一的位置。</p>\n<p>如今看来，蔚来与特斯拉之间，还差了不止一个比亚迪。</p>\n<p>蔚来要想在接下来的“新能源短道速滑”中追上特斯拉，还应在技术创新与产品力提升上下功夫。</p>\n<p><img src=\"https://static.tigerbbs.com/5d2e760cacde43d3994fba208021ac4e\" tg-width=\"886\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p>\n<p><i><b>05</b></i></p>\n<p><b>蔚来的危机</b></p>\n<p>有车主表示，100多位产品经理负责一个日活10万的APP实属浪费，蔚来的服务，也越发没有新鲜感。</p>\n<p>如果蔚来无法再带来更多惊喜，那么车主还会只为其优质的服务买单吗？</p>\n<p>蔚来面临的风险是，一旦现在蔚来的“信徒”失去了备受宠溺的用户服务，失去了引以为傲的价值标签，将会绝情地离去。</p>\n<p>在用户日益严苛的要求下，蔚来的挑战越来越大，如何在更好服务的基础上，给用户更好的产品，是蔚来的当务之急。</p>\n<p>蔚来想影响并促成转化的，仍是“沉默的大多数”。</p>\n<p>这样的困境，会造成蔚来无法做到下沉，难以做到科技普惠，成为一家伟大的科技公司。</p>\n<p>现在的蔚来成不了比亚迪，更成不了特斯拉。与其被动等待靴子落地，不如励精图治，聆听用户和市场的声音，继续成为“最好的中国智能电动车企”。</p>\n<p>造车势力已进入“战国时代”，亿欧汽车认为，车企需一同抵达未来出行蓝海，缔造智能电动汽车的”白银时代“，才能走得更长远。</p>\n<p>正如蔚来车主所说，价格下探的新车型、不断上升的交付量，才是王道。</p>\n<p>正如车主所言：“蔚来可不要掉队咯！”</p>","source":"lsy1582080587274","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>“优等生”蔚来，没有上进心</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\">\n“优等生”蔚来，没有上进心\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-10 15:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/9zicYnkESg3Ia3NcfIwFTg><strong>亿欧汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>看了蔚来的三季度财报，一位创始版车主表示：蔚来现在最大的问题，是没有了之前的危机感。\n蔚来汽车联合创始人兼总裁秦力洪对此表示：危机感，永远都有。\n2021年11月10日，蔚来发布三季度财报，三季度营收达98.1亿元，同比增长116.6%，现金储备达470亿元。\n财报的字里行间透露着“有钱”二字。\n而车主纷纷在财报信息下面留言，呼吁有钱的蔚来加快脚步，增强硬件首发优势，积极开发软件实力，“比起新势力...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/9zicYnkESg3Ia3NcfIwFTg\">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/3adb4220700f401af9ab784addf2b777","relate_stocks":{"NIO":"蔚来"},"source_url":"https://mp.weixin.qq.com/s/9zicYnkESg3Ia3NcfIwFTg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189094403","content_text":"看了蔚来的三季度财报，一位创始版车主表示：蔚来现在最大的问题，是没有了之前的危机感。\n蔚来汽车联合创始人兼总裁秦力洪对此表示：危机感，永远都有。\n2021年11月10日，蔚来发布三季度财报，三季度营收达98.1亿元，同比增长116.6%，现金储备达470亿元。\n财报的字里行间透露着“有钱”二字。\n而车主纷纷在财报信息下面留言，呼吁有钱的蔚来加快脚步，增强硬件首发优势，积极开发软件实力，“比起新势力，蔚来已经中规中矩了。我希望有钱的蔚来，能带来更多的惊喜。”\n\n01\n跌出第一梯队？\n10月，蔚来首次跌至造车新势力销量榜第五位。\n一个月前，蔚来还是蝉联销冠的优等生，虽然新势力销量波动不罕见，但从蔚来日渐下滑的销量来看，情况堪忧。\n消息发酵后，蔚来火速回应：“与生产线改造有关。”据亿欧汽车了解， 10月，江淮蔚来合肥先进制造基地生产线完成阶段性改造，10月下旬起，合肥先进制造基地已逐步恢复生产。\n秦力洪表示，“10月份的销量其实是非常出色的，可以用创纪录来形容，达到了历史新高。因为工厂在改建升级，仅仅满负荷运转了10天，车造的少，所以交付少了。”\n此外，秦力洪还透露，此次的生产线改造目的之一就是兼容ET7准时上线。\n随着工厂改建升级工作的完成，蔚来首款轿车ET7将在明年一季度投产，而江淮蔚来合肥工厂的总产能也将实现2倍增长，达到30万台。\n言下之意，此次销量情形是蔚来为了主力车型ET7“顺产”及产能优化，并对眼前利益暂时让渡导致。\n蔚来虽然对销量信心十足，但对第四季度的交付量缺少了些许底气。\n在第三季度财报电话会上，蔚来预计第四季度车辆交付量在2.35-2.55万辆之间，同比增幅约35.4%至46.9%，较2021年第三季度减少约3.8%-4.3%。\n但在“缺芯”和产线调整的大背景下，“我们”都一样。\n理想、哪吒、威马10月环比均有所上涨，小鹏虽比上月交付量有所减少，仍能突破一万辆大关。蔚来跌幅最大达到了65.5%。\n02\n蔚来，科技断层？\n蔚来车主当前反映最多的问题之一是：车机开机特别慢。甚至有车主调侃，车机版本越升级越卡，“闻出了苹果的味道。”\n这与软件实力息息相关。\n在《2021中国智能驾驶核心软件产业研究报告》中，亿欧智库预计，汽车软件在整车价值中所占的比例有望在2030年达到65%，成为未来汽车产业中的重要利润点。\n当前，软件定义汽车已成共识，如何在汽车硬件基础上为用户提供更人性化的软件服务，是重中之重，亦是蔚来等智能化车企绕不开的大山之一。\n蔚来似乎在这座大山面前停住了脚步。\n从过去一年的新闻看，蔚来做的事情，只有两件，要么加速换电站建设，要么日常与车主打作一团。\n在产品研发和技术创新上，蔚来的动作似乎并不明显。\n看似以“互联网思维打天下”，技能树点满的蔚来，本质上更像是一家侧重于售后的车企。\n蔚来更多付出的是对消费者的关爱和无微不至的满足，甚至有人戏称其为“海底捞式服务”。\n蔚来向来“宠粉”，用户也一直为其忠实地站队欢呼，“圈地自萌”好不欢乐。\n路人缘良好，也要硬实力跟上。蔚来想给人有温度的造车企业的印象无可厚非，但人家隔壁的特斯拉，市值已经破万亿美金了，蔚来可不能沉浸在车主的”温柔乡“里了。\n在市场和车主的眼中，蔚来作为中国造车新势力第一股，一直被视为新能源浪潮下的领头羊，背负的是中国自主品牌弯道超车的希望。\n可车主“饭圈化”显然不是一个好的信号，靠被发好人卡，蔚来不免失却了科技公司的格调。\n不少蔚来车主也真诚呼吁：“多在产品身上下点功夫吧！”\n03\n周边产品，胜过主营业务？\n打造令人愉悦的生活方式，蔚来底气满满。\n除了一年一度的NIO Day之外，似乎再难给出任何惊喜。难道只顾着生活，却忘了创新？\n除了NIO Power、NIO Service、NIO House、NIO Space这些与用车深度相关的用户服务，NIO Life也成为蔚来用户运营的重要组成之一，共同组成了“NIO宇宙”。\n别人出的周边是机器人，而蔚来出的周边却是时装家居、茶酒美食。\n蔚来，已经在享受生活中愈发得心应手。频频出现在设计师和文青的安利帖中，甚至有人在小红书上发帖：蔚来的周边产品比它的主营业务做得更好。\n你可以永远相信蔚来的审美，但销量不一定。\n不务正业的车企有很多，比如马自达推出过金属蒸蛋器，日产设计过智能家具，福特曾推出狗屋，丰田生产过氢动力游艇，本田还造过飞机。\n友商特斯拉推出了人形机器人Tesla bot，小鹏汽车推出智能机器马，甚至迷上了飞行汽车。\n蔚来若只沉浸在生活的美好中，成为某一群人的狂欢，如何担负得起推动中国智能电动汽车普及全球的历史重任。\n04\n蔚来，离特斯拉还差多少比亚迪\n蔚来的人设，也曾是\"特斯拉中国分拉\"（平替）。\n\n本应更懂中国市场的蔚来，不像特斯拉出身“显贵”，经历了自燃、濒临破产、投资人撤出等事件，一直被霉运笼罩的李斌实属不易，终于走出了中国智能电动汽车的特色道路。\n再看看“任性调价、把用户当韭菜”的特斯拉，市值不仅于近日突破万亿美金，其在销售场景中也是一车难求。\n订单充足产能不足，某种程度上来说羡煞旁人，一时无法望其项背，究其本质恐怕是特斯拉强大的产品力。\n建厂、量产、交付一以贯之，产品性能领先同级且不断通过OTA迭代更新，特斯拉将科技创新的技能值一再拉满。\n蛰伏多年的比亚迪在市值与销量上均得到了市场的正向反馈，被视为中国新能源汽车的头号代表，取代了蔚来曾经中国车企市值第一的位置。\n如今看来，蔚来与特斯拉之间，还差了不止一个比亚迪。\n蔚来要想在接下来的“新能源短道速滑”中追上特斯拉，还应在技术创新与产品力提升上下功夫。\n\n05\n蔚来的危机\n有车主表示，100多位产品经理负责一个日活10万的APP实属浪费，蔚来的服务，也越发没有新鲜感。\n如果蔚来无法再带来更多惊喜，那么车主还会只为其优质的服务买单吗？\n蔚来面临的风险是，一旦现在蔚来的“信徒”失去了备受宠溺的用户服务，失去了引以为傲的价值标签，将会绝情地离去。\n在用户日益严苛的要求下，蔚来的挑战越来越大，如何在更好服务的基础上，给用户更好的产品，是蔚来的当务之急。\n蔚来想影响并促成转化的，仍是“沉默的大多数”。\n这样的困境，会造成蔚来无法做到下沉，难以做到科技普惠，成为一家伟大的科技公司。\n现在的蔚来成不了比亚迪，更成不了特斯拉。与其被动等待靴子落地，不如励精图治，聆听用户和市场的声音，继续成为“最好的中国智能电动车企”。\n造车势力已进入“战国时代”，亿欧汽车认为，车企需一同抵达未来出行蓝海，缔造智能电动汽车的”白银时代“，才能走得更长远。\n正如蔚来车主所说，价格下探的新车型、不断上升的交付量，才是王道。\n正如车主所言：“蔚来可不要掉队咯！”","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":4410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":198978618589192,"gmtCreate":1689602481146,"gmtModify":1689604382372,"author":{"id":"3567110299119558","authorId":"3567110299119558","name":"近在咫尺","avatar":"https://static.tigerbbs.com/24459d7d5f2b9cf3a504836b18cb6a3d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567110299119558","idStr":"3567110299119558"},"themes":[],"htmlText":"<a 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[财迷]","images":[{"img":"https://static.tigerbbs.com/ea7b2c772278263e5c9dccae7775dd16","width":"696","height":"1082"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/189487481188368","isVote":1,"tweetType":1,"viewCount":6182,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3502235810145705","authorId":"3502235810145705","name":"honinbou","avatar":"https://static.tigerbbs.com/8cb1b614f82d654f3db6270582de2b3d","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3502235810145705","idStr":"3502235810145705"},"content":"到了300也不下车。","text":"到了300也不下车。","html":"到了300也不下车。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":368816234451336,"gmtCreate":1731080605829,"gmtModify":1731292678548,"author":{"id":"3567110299119558","authorId":"3567110299119558","name":"近在咫尺","avatar":"https://static.tigerbbs.com/24459d7d5f2b9cf3a504836b18cb6a3d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567110299119558","idStr":"3567110299119558"},"themes":[],"htmlText":"<a 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