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04-03

配几把

异动解读 | 摩根大通上调评级至“超配”，霸王茶姬盘中大涨5.02%

2025-11-28

$赛力斯(09927)$ **中金

2025-11-07

$赛力斯(09927)$ 傻🐶中金

2025-09-15

$霸王茶姬(CHA)$ 我是你跌我是你跌

2025-09-12

$霸王茶姬(CHA)$ 你们一直在卖有个吊用

2025-09-05

$霸王茶姬(CHA)$ 诶呀玛呀

2025-06-25

$霸王茶姬(CHA)$ 没什么成交量了，短期内不看好

2025-05-13

$霸王茶姬(CHA)$ 上市套现卖公司走人

2025-04-03

$D-Wave Quantum Inc.(QBTS)$ 毁灭吧

2025-03-25

股价还要跌

小鹏规划了5款增程车，包含轿车和SUV

2025-02-26

暗盘收盘价301.25

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22:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>霸王茶姬（CHA）今日盘中大涨5.02%，引起了市场的广泛关注。</p><p>消息面上，摩根大通将霸王茶姬的评级从“中性”上调至“超配”，并将目标价从11.5美元上调至16美元。摩根大通认为，在经历了连续多个季度的同店销售下滑后，公司正在接近运营转折点，其推动的新策略有望在2026年支撑业绩反转。</p><p>这已经是摩根大通近期第二次调整对该股的看法，显示出机构对霸王茶姬未来前景的乐观态度。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHA":"霸王茶姬"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146724225","content_text":"霸王茶姬（CHA）今日盘中大涨5.02%，引起了市场的广泛关注。消息面上，摩根大通将霸王茶姬的评级从“中性”上调至“超配”，并将目标价从11.5美元上调至16美元。摩根大通认为，在经历了连续多个季度的同店销售下滑后，公司正在接近运营转折点，其推动的新策略有望在2026年支撑业绩反转。这已经是摩根大通近期第二次调整对该股的看法，显示出机构对霸王茶姬未来前景的乐观态度。","news_type":1,"symbols_score_info":{"CHA":1}},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504937027563976,"gmtCreate":1764294243229,"gmtModify":1764294245335,"author":{"id":"3568751798619287","authorId":"3568751798619287","name":"万点A","avatar":"https://static.tigerbbs.com/58758a3c7d90a9be6ba74b8afd4ac173","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568751798619287","authorIdStr":"3568751798619287"},"themes":[],"title":"","htmlText":"<a 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18:58","market":"hk","language":"zh","title":"小鹏规划了5款增程车，包含轿车和SUV","url":"https://stock-news.laohu8.com/highlight/detail?id=2522006043","media":"36氪","summary":"36氪独家获悉，小鹏汽车目前至少规划了5款增程车型，包含轿车与SUV。这也是如今小鹏大力规划增程车型的原因。于是，小鹏在2024年11月份官宣了增程的计划，发布了鲲鹏电动体系，但新车的具体车型、定价以及量产时间，并未官方披露。凭借这两款车型的爆火，2024年四季度，小鹏售出了9.15万辆汽车，营收161.1亿元，销量比三季度4.65万辆增长96.6%。2024年全年，小鹏卖出了约19万辆车，营收408.7亿元，同比增长33.2%，亏损57.9亿元，同比收窄44%。","content":"<html><head></head><body><blockquote><p>小鹏汽车开始全面拥抱增程。</p></blockquote><p style=\"text-align: justify;\">36氪独家获悉，小鹏汽车目前至少规划了5款增程车型，包含轿车与SUV。“相当于P7和G6都会有增程版型。”</p><p style=\"text-align: justify;\">“首款增程车型将是基于X9开发而来，在今年下半年量产，E、F、H 等平台都有增程车型，放在明年及后年，未来小鹏绝大多数新车都将采取增程和纯电双动力模式。”知情人士称。</p><p style=\"text-align: justify;\">对于增程车型的规划，小鹏的决策也是一波三折。36氪了解到，早在2022年末，该公司内部讨论战略转型时，就存在两个方向，一是做低价，二是转向其他动力形式。但小鹏最终选择了低价方向。这就是如今的MONA。</p><p style=\"text-align: justify;\">彼时增程市场也并不稳定，理想全年销量只有约13万辆，新势力年销量冠军仍是哪吒，市场前景并不明朗。</p><p style=\"text-align: justify;\">但到了2024年，增程市场已经全面开花，理想、问界、零跑等车企不断验证着增程车型的市场竞争力，做增程已经是箭在弦上。</p><p style=\"text-align: justify;\">除了特斯拉与蔚来，几乎所有纯电车企都有增程产品的规划，小鹏自然不甘落后，也重新把曾经放弃的增程路线提上日程。</p><p style=\"text-align: justify;\">“后来发现，转型不是主动选择，而是整体市场的方向所在。”这也是如今小鹏大力规划增程车型的原因。</p><p style=\"text-align: justify;\">于是，小鹏在2024年11月份官宣了增程的计划，发布了鲲鹏电动体系，但新车的具体车型、定价以及量产时间，并未官方披露。</p><p style=\"text-align: justify;\">据介绍，鲲鹏电动体系中的增程车型，最大的亮点是搭载800V平台，具备5C超充能力，纯电续航可以做到超过400公里。</p><p style=\"text-align: justify;\">这样的能力与宁德时代发布的骁遥增混电池如出一辙，也是在市场激烈竞争之下，未来增程车型都要必备的能力。</p><p style=\"text-align: justify;\">在增程车型密集上市之前，小鹏已经凭借低价路线重新坐回新势力第一把交椅。</p><p style=\"text-align: justify;\">2024年下半年，小鹏推出了11.98万元起的MONA M03，以及18.68万元起的新车P7+，这两款车型在市场上迅速走红，尤其是MONA M03，今年2月几乎占据小鹏超3万月销量的一半。</p><p style=\"text-align: justify;\">凭借这两款车型的爆火，2024年四季度，小鹏售出了9.15万辆汽车，营收161.1亿元，销量比三季度4.65万辆增长96.6%。</p><p style=\"text-align: justify;\">2024年全年，小鹏卖出了约19万辆车，营收408.7亿元，同比增长33.2%，亏损57.9亿元，同比收窄44%。小鹏汽车董事长、CEO何小鹏在财报电话会上表示，预计将在2025年四季度实现盈利。</p><p style=\"text-align: justify;\">在交出上市以来最强财报之前，小鹏最新款G6与G9也正式上市，前者上市7分钟斩获5000台大定订单， 后者则45分钟大定突破3000台。</p><p style=\"text-align: justify;\">接连的爆单让小鹏一时风头无两，即便是“目中无人”的理想，在如今的小鹏面前也被迫低调。</p><p style=\"text-align: justify;\">但小鹏并不能放松警惕，在汽车行业如今烈火烹油般的竞争局势中，每一款新车的生命周期都在无限压缩。</p><p style=\"text-align: justify;\">以小鹏MONA M03为例，这款针对年轻消费者的纯电A级轿车，以颜值与智驾为特点，切中了电动汽车市场的空白区间，是小鹏如今的销量支柱。其竞争对手越来越多，也越来越强。</p><p style=\"text-align: justify;\">去年紧随 M03 上市的埃安RT全面对标M03，价格区间几乎完全一致，上市两月销量近3万，在小鹏手中抢走了不少订单。前不久，比亚迪秦L EV也正式上市，这款车在发布会上无数次提及“为年轻人造”，也是对标M03而生。</p><p style=\"text-align: justify;\">秦L EV标配了冰箱彩电大沙发，智驾配置比M03还要高，再加上比亚迪优秀的成本控制能力，这款车的价格为11.98-13.98万元，而M03的售价区间是11.98-15.58万元。</p><p style=\"text-align: justify;\">比亚迪向来信奉双车战略，秦L EV之后，还有海豹 06 EV即将上市，多重冲击之下，小鹏MONA M03难免被抢走不少市场份额。</p><p style=\"text-align: justify;\">机会窗口总是稍纵即逝，如果不能抓住订单爆发期迅速交车，只会被竞争对手分走更多的市场份额。这又是小鹏的短板所在。小鹏一直存在的产能问题，到如今仍未妥善解决。</p><p style=\"text-align: justify;\">MONA M03爆单后出现的“交付难”问题，在如今新款G6上再次若隐若现。何小鹏近期在微博发文称：因为供应链的原因我们首月产量非常紧张，目前我也正在努力地想办法解决，力争不负大家的喜爱。</p><p style=\"text-align: justify;\">近两年来，小鹏老款G6，X9，M03，以及刚刚上市的新款G6，都有过不同程度的产能问题。随着时间延长，如果错过了最初的订单热度，很难保证销量有稳定增长。毕竟，如P7+、新款G6、G9等爆款车型，细分区间内的竞争过于激烈。</p><p style=\"text-align: justify;\">因此，小鹏也需要持续的爆款，而不是单一爆款。</p><p style=\"text-align: justify;\">MONA M03、P7+、新款G6等纯电产品固然强大，但除了特斯拉、小米以外，其余品牌的纯电车型的销量终归有限，在中国市场，增程车型已经成为长期的销量和利润来源，已经有多个品牌数次验证了这一点。</p><p style=\"text-align: justify;\">这也是为什么小鹏对增程车型规划如此之多的原因。毕竟，在汽车产业这场无限战争中，暂时的销量狂欢从不是终点，持续的造血能力才是活下去的底气。</p></body></html>","source":"36k","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>小鹏规划了5款增程车，包含轿车和SUV</title>\n<style 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href=\"https://36kr.com/p/3220065896860546\">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/8d66ae6f527eece61ad9e553af2227a8","relate_stocks":{"XPEV":"小鹏集团","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4551":"寇图资本持仓","BK1539":"汽车股","BK4099":"汽车制造商","BK1119":"汽车制造商","BK4526":"热门中概股","BK1588":"回港中概股","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK1587":"次新股","BK1610":"ETF&股票定投概念","BK4505":"高瓴资本持仓","09868":"小鹏集团-W","BK1575":"同股不同权","BK4555":"新能源车"},"source_url":"https://36kr.com/p/3220065896860546","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2522006043","content_text":"小鹏汽车开始全面拥抱增程。36氪独家获悉，小鹏汽车目前至少规划了5款增程车型，包含轿车与SUV。“相当于P7和G6都会有增程版型。”“首款增程车型将是基于X9开发而来，在今年下半年量产，E、F、H 等平台都有增程车型，放在明年及后年，未来小鹏绝大多数新车都将采取增程和纯电双动力模式。”知情人士称。对于增程车型的规划，小鹏的决策也是一波三折。36氪了解到，早在2022年末，该公司内部讨论战略转型时，就存在两个方向，一是做低价，二是转向其他动力形式。但小鹏最终选择了低价方向。这就是如今的MONA。彼时增程市场也并不稳定，理想全年销量只有约13万辆，新势力年销量冠军仍是哪吒，市场前景并不明朗。但到了2024年，增程市场已经全面开花，理想、问界、零跑等车企不断验证着增程车型的市场竞争力，做增程已经是箭在弦上。除了特斯拉与蔚来，几乎所有纯电车企都有增程产品的规划，小鹏自然不甘落后，也重新把曾经放弃的增程路线提上日程。“后来发现，转型不是主动选择，而是整体市场的方向所在。”这也是如今小鹏大力规划增程车型的原因。于是，小鹏在2024年11月份官宣了增程的计划，发布了鲲鹏电动体系，但新车的具体车型、定价以及量产时间，并未官方披露。据介绍，鲲鹏电动体系中的增程车型，最大的亮点是搭载800V平台，具备5C超充能力，纯电续航可以做到超过400公里。这样的能力与宁德时代发布的骁遥增混电池如出一辙，也是在市场激烈竞争之下，未来增程车型都要必备的能力。在增程车型密集上市之前，小鹏已经凭借低价路线重新坐回新势力第一把交椅。2024年下半年，小鹏推出了11.98万元起的MONA M03，以及18.68万元起的新车P7+，这两款车型在市场上迅速走红，尤其是MONA M03，今年2月几乎占据小鹏超3万月销量的一半。凭借这两款车型的爆火，2024年四季度，小鹏售出了9.15万辆汽车，营收161.1亿元，销量比三季度4.65万辆增长96.6%。2024年全年，小鹏卖出了约19万辆车，营收408.7亿元，同比增长33.2%，亏损57.9亿元，同比收窄44%。小鹏汽车董事长、CEO何小鹏在财报电话会上表示，预计将在2025年四季度实现盈利。在交出上市以来最强财报之前，小鹏最新款G6与G9也正式上市，前者上市7分钟斩获5000台大定订单， 后者则45分钟大定突破3000台。接连的爆单让小鹏一时风头无两，即便是“目中无人”的理想，在如今的小鹏面前也被迫低调。但小鹏并不能放松警惕，在汽车行业如今烈火烹油般的竞争局势中，每一款新车的生命周期都在无限压缩。以小鹏MONA M03为例，这款针对年轻消费者的纯电A级轿车，以颜值与智驾为特点，切中了电动汽车市场的空白区间，是小鹏如今的销量支柱。其竞争对手越来越多，也越来越强。去年紧随 M03 上市的埃安RT全面对标M03，价格区间几乎完全一致，上市两月销量近3万，在小鹏手中抢走了不少订单。前不久，比亚迪秦L EV也正式上市，这款车在发布会上无数次提及“为年轻人造”，也是对标M03而生。秦L EV标配了冰箱彩电大沙发，智驾配置比M03还要高，再加上比亚迪优秀的成本控制能力，这款车的价格为11.98-13.98万元，而M03的售价区间是11.98-15.58万元。比亚迪向来信奉双车战略，秦L EV之后，还有海豹 06 EV即将上市，多重冲击之下，小鹏MONA M03难免被抢走不少市场份额。机会窗口总是稍纵即逝，如果不能抓住订单爆发期迅速交车，只会被竞争对手分走更多的市场份额。这又是小鹏的短板所在。小鹏一直存在的产能问题，到如今仍未妥善解决。MONA M03爆单后出现的“交付难”问题，在如今新款G6上再次若隐若现。何小鹏近期在微博发文称：因为供应链的原因我们首月产量非常紧张，目前我也正在努力地想办法解决，力争不负大家的喜爱。近两年来，小鹏老款G6，X9，M03，以及刚刚上市的新款G6，都有过不同程度的产能问题。随着时间延长，如果错过了最初的订单热度，很难保证销量有稳定增长。毕竟，如P7+、新款G6、G9等爆款车型，细分区间内的竞争过于激烈。因此，小鹏也需要持续的爆款，而不是单一爆款。MONA 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我是你跌我是你跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478925150081320","isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449872796406072,"gmtCreate":1750858907315,"gmtModify":1750858908568,"author":{"id":"3568751798619287","authorId":"3568751798619287","name":"万点A","avatar":"https://static.tigerbbs.com/58758a3c7d90a9be6ba74b8afd4ac173","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568751798619287","authorIdStr":"3568751798619287"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 没什么成交量了，短期内不看好","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 没什么成交量了，短期内不看好","text":"$霸王茶姬(CHA)$ 没什么成交量了，短期内不看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449872796406072","isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434625515180232,"gmtCreate":1747143706331,"gmtModify":1747144419694,"author":{"id":"3568751798619287","authorId":"3568751798619287","name":"万点A","avatar":"https://static.tigerbbs.com/58758a3c7d90a9be6ba74b8afd4ac173","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568751798619287","authorIdStr":"3568751798619287"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 上市套现卖公司走人","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 上市套现卖公司走人","text":"$霸王茶姬(CHA)$ 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18:58","market":"hk","language":"zh","title":"小鹏规划了5款增程车，包含轿车和SUV","url":"https://stock-news.laohu8.com/highlight/detail?id=2522006043","media":"36氪","summary":"36氪独家获悉，小鹏汽车目前至少规划了5款增程车型，包含轿车与SUV。这也是如今小鹏大力规划增程车型的原因。于是，小鹏在2024年11月份官宣了增程的计划，发布了鲲鹏电动体系，但新车的具体车型、定价以及量产时间，并未官方披露。凭借这两款车型的爆火，2024年四季度，小鹏售出了9.15万辆汽车，营收161.1亿元，销量比三季度4.65万辆增长96.6%。2024年全年，小鹏卖出了约19万辆车，营收408.7亿元，同比增长33.2%，亏损57.9亿元，同比收窄44%。","content":"<html><head></head><body><blockquote><p>小鹏汽车开始全面拥抱增程。</p></blockquote><p style=\"text-align: justify;\">36氪独家获悉，小鹏汽车目前至少规划了5款增程车型，包含轿车与SUV。“相当于P7和G6都会有增程版型。”</p><p style=\"text-align: justify;\">“首款增程车型将是基于X9开发而来，在今年下半年量产，E、F、H 等平台都有增程车型，放在明年及后年，未来小鹏绝大多数新车都将采取增程和纯电双动力模式。”知情人士称。</p><p style=\"text-align: justify;\">对于增程车型的规划，小鹏的决策也是一波三折。36氪了解到，早在2022年末，该公司内部讨论战略转型时，就存在两个方向，一是做低价，二是转向其他动力形式。但小鹏最终选择了低价方向。这就是如今的MONA。</p><p style=\"text-align: justify;\">彼时增程市场也并不稳定，理想全年销量只有约13万辆，新势力年销量冠军仍是哪吒，市场前景并不明朗。</p><p style=\"text-align: justify;\">但到了2024年，增程市场已经全面开花，理想、问界、零跑等车企不断验证着增程车型的市场竞争力，做增程已经是箭在弦上。</p><p style=\"text-align: justify;\">除了特斯拉与蔚来，几乎所有纯电车企都有增程产品的规划，小鹏自然不甘落后，也重新把曾经放弃的增程路线提上日程。</p><p style=\"text-align: justify;\">“后来发现，转型不是主动选择，而是整体市场的方向所在。”这也是如今小鹏大力规划增程车型的原因。</p><p style=\"text-align: justify;\">于是，小鹏在2024年11月份官宣了增程的计划，发布了鲲鹏电动体系，但新车的具体车型、定价以及量产时间，并未官方披露。</p><p style=\"text-align: justify;\">据介绍，鲲鹏电动体系中的增程车型，最大的亮点是搭载800V平台，具备5C超充能力，纯电续航可以做到超过400公里。</p><p style=\"text-align: justify;\">这样的能力与宁德时代发布的骁遥增混电池如出一辙，也是在市场激烈竞争之下，未来增程车型都要必备的能力。</p><p style=\"text-align: justify;\">在增程车型密集上市之前，小鹏已经凭借低价路线重新坐回新势力第一把交椅。</p><p style=\"text-align: justify;\">2024年下半年，小鹏推出了11.98万元起的MONA M03，以及18.68万元起的新车P7+，这两款车型在市场上迅速走红，尤其是MONA M03，今年2月几乎占据小鹏超3万月销量的一半。</p><p style=\"text-align: justify;\">凭借这两款车型的爆火，2024年四季度，小鹏售出了9.15万辆汽车，营收161.1亿元，销量比三季度4.65万辆增长96.6%。</p><p style=\"text-align: justify;\">2024年全年，小鹏卖出了约19万辆车，营收408.7亿元，同比增长33.2%，亏损57.9亿元，同比收窄44%。小鹏汽车董事长、CEO何小鹏在财报电话会上表示，预计将在2025年四季度实现盈利。</p><p style=\"text-align: justify;\">在交出上市以来最强财报之前，小鹏最新款G6与G9也正式上市，前者上市7分钟斩获5000台大定订单， 后者则45分钟大定突破3000台。</p><p style=\"text-align: justify;\">接连的爆单让小鹏一时风头无两，即便是“目中无人”的理想，在如今的小鹏面前也被迫低调。</p><p style=\"text-align: justify;\">但小鹏并不能放松警惕，在汽车行业如今烈火烹油般的竞争局势中，每一款新车的生命周期都在无限压缩。</p><p style=\"text-align: justify;\">以小鹏MONA M03为例，这款针对年轻消费者的纯电A级轿车，以颜值与智驾为特点，切中了电动汽车市场的空白区间，是小鹏如今的销量支柱。其竞争对手越来越多，也越来越强。</p><p style=\"text-align: justify;\">去年紧随 M03 上市的埃安RT全面对标M03，价格区间几乎完全一致，上市两月销量近3万，在小鹏手中抢走了不少订单。前不久，比亚迪秦L EV也正式上市，这款车在发布会上无数次提及“为年轻人造”，也是对标M03而生。</p><p style=\"text-align: justify;\">秦L EV标配了冰箱彩电大沙发，智驾配置比M03还要高，再加上比亚迪优秀的成本控制能力，这款车的价格为11.98-13.98万元，而M03的售价区间是11.98-15.58万元。</p><p style=\"text-align: justify;\">比亚迪向来信奉双车战略，秦L EV之后，还有海豹 06 EV即将上市，多重冲击之下，小鹏MONA M03难免被抢走不少市场份额。</p><p style=\"text-align: justify;\">机会窗口总是稍纵即逝，如果不能抓住订单爆发期迅速交车，只会被竞争对手分走更多的市场份额。这又是小鹏的短板所在。小鹏一直存在的产能问题，到如今仍未妥善解决。</p><p style=\"text-align: justify;\">MONA M03爆单后出现的“交付难”问题，在如今新款G6上再次若隐若现。何小鹏近期在微博发文称：因为供应链的原因我们首月产量非常紧张，目前我也正在努力地想办法解决，力争不负大家的喜爱。</p><p style=\"text-align: justify;\">近两年来，小鹏老款G6，X9，M03，以及刚刚上市的新款G6，都有过不同程度的产能问题。随着时间延长，如果错过了最初的订单热度，很难保证销量有稳定增长。毕竟，如P7+、新款G6、G9等爆款车型，细分区间内的竞争过于激烈。</p><p style=\"text-align: justify;\">因此，小鹏也需要持续的爆款，而不是单一爆款。</p><p style=\"text-align: justify;\">MONA M03、P7+、新款G6等纯电产品固然强大，但除了特斯拉、小米以外，其余品牌的纯电车型的销量终归有限，在中国市场，增程车型已经成为长期的销量和利润来源，已经有多个品牌数次验证了这一点。</p><p style=\"text-align: justify;\">这也是为什么小鹏对增程车型规划如此之多的原因。毕竟，在汽车产业这场无限战争中，暂时的销量狂欢从不是终点，持续的造血能力才是活下去的底气。</p></body></html>","source":"36k","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>小鹏规划了5款增程车，包含轿车和SUV</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小鹏规划了5款增程车，包含轿车和SUV\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-25 18:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/3220065896860546><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小鹏汽车开始全面拥抱增程。36氪独家获悉，小鹏汽车目前至少规划了5款增程车型，包含轿车与SUV。“相当于P7和G6都会有增程版型。”“首款增程车型将是基于X9开发而来，在今年下半年量产，E、F、H 等平台都有增程车型，放在明年及后年，未来小鹏绝大多数新车都将采取增程和纯电双动力模式。”知情人士称。对于增程车型的规划，小鹏的决策也是一波三折。36氪了解到，早在2022年末，该公司内部讨论战略转型时，...</p>\n\n<a href=\"https://36kr.com/p/3220065896860546\">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/8d66ae6f527eece61ad9e553af2227a8","relate_stocks":{"XPEV":"小鹏集团","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4551":"寇图资本持仓","BK1539":"汽车股","BK4099":"汽车制造商","BK1119":"汽车制造商","BK4526":"热门中概股","BK1588":"回港中概股","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK1587":"次新股","BK1610":"ETF&股票定投概念","BK4505":"高瓴资本持仓","09868":"小鹏集团-W","BK1575":"同股不同权","BK4555":"新能源车"},"source_url":"https://36kr.com/p/3220065896860546","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2522006043","content_text":"小鹏汽车开始全面拥抱增程。36氪独家获悉，小鹏汽车目前至少规划了5款增程车型，包含轿车与SUV。“相当于P7和G6都会有增程版型。”“首款增程车型将是基于X9开发而来，在今年下半年量产，E、F、H 等平台都有增程车型，放在明年及后年，未来小鹏绝大多数新车都将采取增程和纯电双动力模式。”知情人士称。对于增程车型的规划，小鹏的决策也是一波三折。36氪了解到，早在2022年末，该公司内部讨论战略转型时，就存在两个方向，一是做低价，二是转向其他动力形式。但小鹏最终选择了低价方向。这就是如今的MONA。彼时增程市场也并不稳定，理想全年销量只有约13万辆，新势力年销量冠军仍是哪吒，市场前景并不明朗。但到了2024年，增程市场已经全面开花，理想、问界、零跑等车企不断验证着增程车型的市场竞争力，做增程已经是箭在弦上。除了特斯拉与蔚来，几乎所有纯电车企都有增程产品的规划，小鹏自然不甘落后，也重新把曾经放弃的增程路线提上日程。“后来发现，转型不是主动选择，而是整体市场的方向所在。”这也是如今小鹏大力规划增程车型的原因。于是，小鹏在2024年11月份官宣了增程的计划，发布了鲲鹏电动体系，但新车的具体车型、定价以及量产时间，并未官方披露。据介绍，鲲鹏电动体系中的增程车型，最大的亮点是搭载800V平台，具备5C超充能力，纯电续航可以做到超过400公里。这样的能力与宁德时代发布的骁遥增混电池如出一辙，也是在市场激烈竞争之下，未来增程车型都要必备的能力。在增程车型密集上市之前，小鹏已经凭借低价路线重新坐回新势力第一把交椅。2024年下半年，小鹏推出了11.98万元起的MONA M03，以及18.68万元起的新车P7+，这两款车型在市场上迅速走红，尤其是MONA M03，今年2月几乎占据小鹏超3万月销量的一半。凭借这两款车型的爆火，2024年四季度，小鹏售出了9.15万辆汽车，营收161.1亿元，销量比三季度4.65万辆增长96.6%。2024年全年，小鹏卖出了约19万辆车，营收408.7亿元，同比增长33.2%，亏损57.9亿元，同比收窄44%。小鹏汽车董事长、CEO何小鹏在财报电话会上表示，预计将在2025年四季度实现盈利。在交出上市以来最强财报之前，小鹏最新款G6与G9也正式上市，前者上市7分钟斩获5000台大定订单， 后者则45分钟大定突破3000台。接连的爆单让小鹏一时风头无两，即便是“目中无人”的理想，在如今的小鹏面前也被迫低调。但小鹏并不能放松警惕，在汽车行业如今烈火烹油般的竞争局势中，每一款新车的生命周期都在无限压缩。以小鹏MONA M03为例，这款针对年轻消费者的纯电A级轿车，以颜值与智驾为特点，切中了电动汽车市场的空白区间，是小鹏如今的销量支柱。其竞争对手越来越多，也越来越强。去年紧随 M03 上市的埃安RT全面对标M03，价格区间几乎完全一致，上市两月销量近3万，在小鹏手中抢走了不少订单。前不久，比亚迪秦L EV也正式上市，这款车在发布会上无数次提及“为年轻人造”，也是对标M03而生。秦L EV标配了冰箱彩电大沙发，智驾配置比M03还要高，再加上比亚迪优秀的成本控制能力，这款车的价格为11.98-13.98万元，而M03的售价区间是11.98-15.58万元。比亚迪向来信奉双车战略，秦L EV之后，还有海豹 06 EV即将上市，多重冲击之下，小鹏MONA M03难免被抢走不少市场份额。机会窗口总是稍纵即逝，如果不能抓住订单爆发期迅速交车，只会被竞争对手分走更多的市场份额。这又是小鹏的短板所在。小鹏一直存在的产能问题，到如今仍未妥善解决。MONA M03爆单后出现的“交付难”问题，在如今新款G6上再次若隐若现。何小鹏近期在微博发文称：因为供应链的原因我们首月产量非常紧张，目前我也正在努力地想办法解决，力争不负大家的喜爱。近两年来，小鹏老款G6，X9，M03，以及刚刚上市的新款G6，都有过不同程度的产能问题。随着时间延长，如果错过了最初的订单热度，很难保证销量有稳定增长。毕竟，如P7+、新款G6、G9等爆款车型，细分区间内的竞争过于激烈。因此，小鹏也需要持续的爆款，而不是单一爆款。MONA M03、P7+、新款G6等纯电产品固然强大，但除了特斯拉、小米以外，其余品牌的纯电车型的销量终归有限，在中国市场，增程车型已经成为长期的销量和利润来源，已经有多个品牌数次验证了这一点。这也是为什么小鹏对增程车型规划如此之多的原因。毕竟，在汽车产业这场无限战争中，暂时的销量狂欢从不是终点，持续的造血能力才是活下去的底气。","news_type":1,"symbols_score_info":{"XPEV":1,"09868":1,"EVS.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}