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老陈股市论坛
2025-01-07
$荣利营造(09639)$
手上订单不少呀!截至2024年9月30日,荣利营造仍有多达25个在手项目,项目价值约为7.47亿港元,较去年同期有所上升。
老陈股市论坛
2024-07-31
$映宇宙(03700)$
$赤子城科技(09911)$
炒股,持续稳定5%的年均盈利能实现吗?
老陈股市论坛
2023-10-30
随着新能源汽车渗透率的持续提升,用户补能问题成为关键。能链智电(NASDAQ:NAAS)截至9月30日,能链智电累计覆盖充电枪超76.7万把,连接充电站超7.3万座,与去年同期相比分别增长76%和65%。近期能链智电与全球第三大的汽车集团现代汽车集团达成了合作,在全球范围内联合开发相应的充电服务。
比亚迪首次携四款纯电车型亮相巴拿马车展
老陈股市论坛
2023-10-17
技术不断革新,加速新能源汽车发展,相关的充电服务也值得关注。能链智电,近期能链智电与成开电气达成合作,将在充电站规划建设、精细化运营及智慧运维方面紧密合作,进一步完善四川地区充电服务网络。
“降本狂魔”马斯克,用它彻底杀死燃油车?
老陈股市论坛
01-14
$狮腾控股(02562)$
继续大涨,厉害
老陈股市论坛
2025-02-24
$阿里巴巴-W(09988)$
巴巴还是很强的
老陈股市论坛
2025-02-24
$映宇宙(03700)$
在自有社交APP“超级喜欢”“对缘”植入短剧彩蛋,用户完成社交任务可解锁独家剧集,实现单日拉新用户峰值破50万。这种“社交行为换内容”模式,使获客成本降至行业平均值的1/3。
老陈股市论坛
2025-02-24
$英伟达(NVDA)$
美股跌这么多,今天港股也跌了
老陈股市论坛
2025-01-27
$今海医疗科技-新(02225)$
人口老龄化背景下对于医疗器械需求会大幅增加,在未来业绩增长和估值提升的戴维斯双击下,市值有望上升一个新的台阶。
老陈股市论坛
2023-08-25
蔚来第三代换电站亮相成都车展展台现场,换电站底部结构进行透明化处理,现场直播换电过程。用户补能问题一直是新能源车主关注的重要环节,目前换电站的成本还是太高,建设速度不及预期,还是要看完善的充电网络。中国服务充电第一股:能链智电(NASDAQ:NAAS),目前的充电网络已经连接充电站5.5万个,占市场总量的48.9%,是中国规模最大、增长最快的电动汽车充电服务商之一,公司还有储能、光伏、虚拟电厂、自动充电机器人等产品。
蔚来正式亮相2023成都国际车展
去老虎APP查看更多动态
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2025年电子板块整体走势较强,消费电子和元器件行业中:PCB行业涨幅和业绩表现均大幅领先,主要受益于AI产品的快速迭代及批量出货;消费电子行业表现较好,新品出货和国补政策拉动需求;被动元件和光学光电行业涨幅落后电子行业。从行业数据上看,手机/PC/平板等传统品类增长保持平稳,而AI眼镜/AI服务器等品类呈现高速增长趋势。 AI终端:2026年把握苹果、**鸿蒙、AI眼镜、OpenAI硬件4条投资主线 (1)苹果产业链:苹果在全球消费电子产业链占据龙头地位,2025年开始,iPhone系列进入新的升级周期,苹果计划2026年推出iPhone 17E、折叠屏iPhone和AI眼镜等新品,且会对AI功能持续升级,果链有望进入3年创新周期。(2)**鸿蒙产业链:**是具备全栈式研发创新能力的终端品牌厂商,2025年持续在折叠屏设备领域推出新品,鸿蒙OS 6支持多种AI智能体,大幅提升用户体验。未来随着上游芯片和零部件国产化率提升,**终端销量有望不断增长。(3)AI眼镜产业链:随着以Meta为代表的AI眼镜产品销量持续攀升,国内外厂商积极入局,AI眼镜有望成为下一款千万级至亿级销量的终端产品。(4)OpenAI终端硬件产业链:OpenAI高调入局终端硬件,从AI大模型厂商的视角出发,有望打造出爆款原生AI硬件。 零组件:重点关注光学、电池及快充、散热、结构件及工艺等环节升级趋势 (1)光学:AI终端支持多模态交互方式,视","listText":"开源证券发布研报称,展望2026年,AI终端(苹果、**、AI眼镜、OpenAI硬件)与算力需求将共同引领新增长,重点关注光学、电池、散热及结构工艺等核心零部件的升级机遇。AI算力与AI终端共振,重点关注高景气方向和增量环节。 开源证券主要观点如下: 板块回顾:2025年消费电子及元器件行业业绩改善明显,PCB涨幅领先 2025年电子板块整体走势较强,消费电子和元器件行业中:PCB行业涨幅和业绩表现均大幅领先,主要受益于AI产品的快速迭代及批量出货;消费电子行业表现较好,新品出货和国补政策拉动需求;被动元件和光学光电行业涨幅落后电子行业。从行业数据上看,手机/PC/平板等传统品类增长保持平稳,而AI眼镜/AI服务器等品类呈现高速增长趋势。 AI终端:2026年把握苹果、**鸿蒙、AI眼镜、OpenAI硬件4条投资主线 (1)苹果产业链:苹果在全球消费电子产业链占据龙头地位,2025年开始,iPhone系列进入新的升级周期,苹果计划2026年推出iPhone 17E、折叠屏iPhone和AI眼镜等新品,且会对AI功能持续升级,果链有望进入3年创新周期。(2)**鸿蒙产业链:**是具备全栈式研发创新能力的终端品牌厂商,2025年持续在折叠屏设备领域推出新品,鸿蒙OS 6支持多种AI智能体,大幅提升用户体验。未来随着上游芯片和零部件国产化率提升,**终端销量有望不断增长。(3)AI眼镜产业链:随着以Meta为代表的AI眼镜产品销量持续攀升,国内外厂商积极入局,AI眼镜有望成为下一款千万级至亿级销量的终端产品。(4)OpenAI终端硬件产业链:OpenAI高调入局终端硬件,从AI大模型厂商的视角出发,有望打造出爆款原生AI硬件。 零组件:重点关注光学、电池及快充、散热、结构件及工艺等环节升级趋势 (1)光学:AI终端支持多模态交互方式,视","text":"开源证券发布研报称,展望2026年,AI终端(苹果、**、AI眼镜、OpenAI硬件)与算力需求将共同引领新增长,重点关注光学、电池、散热及结构工艺等核心零部件的升级机遇。AI算力与AI终端共振,重点关注高景气方向和增量环节。 开源证券主要观点如下: 板块回顾:2025年消费电子及元器件行业业绩改善明显,PCB涨幅领先 2025年电子板块整体走势较强,消费电子和元器件行业中:PCB行业涨幅和业绩表现均大幅领先,主要受益于AI产品的快速迭代及批量出货;消费电子行业表现较好,新品出货和国补政策拉动需求;被动元件和光学光电行业涨幅落后电子行业。从行业数据上看,手机/PC/平板等传统品类增长保持平稳,而AI眼镜/AI服务器等品类呈现高速增长趋势。 AI终端:2026年把握苹果、**鸿蒙、AI眼镜、OpenAI硬件4条投资主线 (1)苹果产业链:苹果在全球消费电子产业链占据龙头地位,2025年开始,iPhone系列进入新的升级周期,苹果计划2026年推出iPhone 17E、折叠屏iPhone和AI眼镜等新品,且会对AI功能持续升级,果链有望进入3年创新周期。(2)**鸿蒙产业链:**是具备全栈式研发创新能力的终端品牌厂商,2025年持续在折叠屏设备领域推出新品,鸿蒙OS 6支持多种AI智能体,大幅提升用户体验。未来随着上游芯片和零部件国产化率提升,**终端销量有望不断增长。(3)AI眼镜产业链:随着以Meta为代表的AI眼镜产品销量持续攀升,国内外厂商积极入局,AI眼镜有望成为下一款千万级至亿级销量的终端产品。(4)OpenAI终端硬件产业链:OpenAI高调入局终端硬件,从AI大模型厂商的视角出发,有望打造出爆款原生AI硬件。 零组件:重点关注光学、电池及快充、散热、结构件及工艺等环节升级趋势 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href=\"https://laohu8.com/S/09639\">$荣利营造(09639)$ </a>手上订单不少呀!截至2024年9月30日,荣利营造仍有多达25个在手项目,项目价值约为7.47亿港元,较去年同期有所上升。","listText":"<a href=\"https://laohu8.com/S/09639\">$荣利营造(09639)$ </a>手上订单不少呀!截至2024年9月30日,荣利营造仍有多达25个在手项目,项目价值约为7.47亿港元,较去年同期有所上升。","text":"$荣利营造(09639)$ 手上订单不少呀!截至2024年9月30日,荣利营造仍有多达25个在手项目,项目价值约为7.47亿港元,较去年同期有所上升。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/389858081657376","isVote":1,"tweetType":1,"viewCount":2731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333321177612488,"gmtCreate":1722402885780,"gmtModify":1722402887162,"author":{"id":"4138420184610170","authorId":"4138420184610170","name":"老陈股市论坛","avatar":"https://static.tigerbbs.com/f0d6da5d2144d86f8eecd2356fd876bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4138420184610170","idStr":"4138420184610170"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a><a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$ </a>炒股,持续稳定5%的年均盈利能实现吗?","listText":"<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a><a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$ </a>炒股,持续稳定5%的年均盈利能实现吗?","text":"$映宇宙(03700)$ $赤子城科技(09911)$ 炒股,持续稳定5%的年均盈利能实现吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/333321177612488","isVote":1,"tweetType":1,"viewCount":1461,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494468598386937","authorId":"3494468598386937","name":"嗯哼123321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3494468598386937","idStr":"3494468598386937"},"content":"目前七月到现在100%盈利","text":"目前七月到现在100%盈利","html":"目前七月到现在100%盈利"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236146582102056,"gmtCreate":1698674898670,"gmtModify":1698675022035,"author":{"id":"4138420184610170","authorId":"4138420184610170","name":"老陈股市论坛","avatar":"https://static.tigerbbs.com/f0d6da5d2144d86f8eecd2356fd876bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4138420184610170","idStr":"4138420184610170"},"themes":[],"htmlText":"随着新能源汽车渗透率的持续提升,用户补能问题成为关键。能链智电(NASDAQ:NAAS)截至9月30日,能链智电累计覆盖充电枪超76.7万把,连接充电站超7.3万座,与去年同期相比分别增长76%和65%。近期能链智电与全球第三大的汽车集团现代汽车集团达成了合作,在全球范围内联合开发相应的充电服务。","listText":"随着新能源汽车渗透率的持续提升,用户补能问题成为关键。能链智电(NASDAQ:NAAS)截至9月30日,能链智电累计覆盖充电枪超76.7万把,连接充电站超7.3万座,与去年同期相比分别增长76%和65%。近期能链智电与全球第三大的汽车集团现代汽车集团达成了合作,在全球范围内联合开发相应的充电服务。","text":"随着新能源汽车渗透率的持续提升,用户补能问题成为关键。能链智电(NASDAQ:NAAS)截至9月30日,能链智电累计覆盖充电枪超76.7万把,连接充电站超7.3万座,与去年同期相比分别增长76%和65%。近期能链智电与全球第三大的汽车集团现代汽车集团达成了合作,在全球范围内联合开发相应的充电服务。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/236146582102056","repostId":"2379327996","repostType":2,"repost":{"id":"2379327996","kind":"news","pubTimestamp":1698642653,"share":"https://www.laohu8.com/m/news/2379327996?lang=zh_CN&edition=full","pubTime":"2023-10-30 13:10","market":"hk","language":"zh","title":"比亚迪首次携四款纯电车型亮相巴拿马车展","url":"https://stock-news.laohu8.com/highlight/detail?id=2379327996","media":"中国质量新闻网","summary":"近日, 比亚迪 首次携四款比亚迪纯电动乘用车产品阵容惊艳亮相巴拿马汽车展。这是比亚迪 新能源 乘用车在巴拿马市场的首秀,也是在当地推动新能源产业发展的又一重要里程碑。自2013年比亚迪巴拿马分公司成立、纯电动大巴驶入巴拿马城,到2023年与当地汽车经销商FASA集团达成战略合作,比亚迪始终积极拓展巴拿马业务,助力当地交通领域的绿色发展。","content":"<html><body><article><p>近日, <a href=\"https://laohu8.com/S/002594\">比亚迪</a> 首次携四款比亚迪纯电动乘用车产品阵容惊艳亮相巴拿马汽车展。这是比亚迪 新能源 乘用车在巴拿马市场的首秀,也是在当地推动新能源产业发展的又一重要里程碑。</p><p>车展首日,比亚迪唐、比亚迪元PLUS、比亚迪海豹和比亚迪海豚凭借充满未来感的设计与卓越的性能获得在场媒体和消费者的广泛关注。比亚迪唐拥有509匹马力,扭矩700牛米,百公里加速仅4.9秒,搭载比亚迪安全 刀片电池 ,单次充电续航里程可达635公里(CLTC);比亚迪元PLUS集<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>、高效、安全、美学四大特点于一身,采用比亚迪Dragon Face 3.0设计语言,搭配以“运动健身”为理念的内饰设计, 整车 风阻系数低至0.29Cd,彰显运动风范;灵感源自海洋美学的比亚迪海豚和纯电轿跑比亚迪海豹,由比亚迪造型设计总监沃尔夫冈·艾格领衔倾力打造,为客户提供更为便捷、舒适的城市通勤新体验。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20231030131759897d1639tpaf4bpdhi\"/><p>比亚迪巴拿马车展展台</p><p>比亚迪巴拿马经销商FASA集团品牌经理Mariangel Da Silva 表示:“比亚迪唐、元PLUS、海豚和海豹这四款纯电动车型在设计语言和性能表现上各有所长,能够充分满足客户的多样化用车需求。我们十分期待它们为当地消费者带来更加优质的电动出行体验。”</p><img src=\"https://fid-75186.picgzc.qpic.cn/20231030131803238d1637oyajar1ldv\"/><p>比亚迪巴拿马分公司经理Eduardo Lopez表示:“比亚迪新能源汽车产品在巴拿马获得广泛肯定和支持,我们深感荣幸。比亚迪掌握行业先进技术,致力于引领交通领域的电动化转型。未来,我们希望继续通过新能源产品矩阵,为巴拿马客户带来引人入胜的电动出行体验。”</p><p>自2013年比亚迪巴拿马分公司成立、纯电动大巴驶入巴拿马城,到2023年与当地汽车经销商FASA集团达成战略合作,比亚迪始终积极拓展巴拿马业务,助力当地交通领域的绿色发展。</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>比亚迪首次携四款纯电车型亮相巴拿马车展</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202310301318118233d0a1&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81211":"比亚迪股份-R","BK1594":"碳中和概念股","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","01211":"比亚迪股份","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK1539":"汽车股","BK1522":"燃料电池","BK1580":"烟草概念","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0823426480.USD":"法巴中国股票经典Dis","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","BYDDY":"比亚迪ADR","LU0359201612.USD":"贝莱德中国基金A2","00285":"比亚迪电子","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1861214812.USD":"Blackrock Future of Transport A2 USD","LU0359202008.SGD":"Blackrock China Fund 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202310301318118233d0a1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2379327996","content_text":"近日, 比亚迪 首次携四款比亚迪纯电动乘用车产品阵容惊艳亮相巴拿马汽车展。这是比亚迪 新能源 乘用车在巴拿马市场的首秀,也是在当地推动新能源产业发展的又一重要里程碑。车展首日,比亚迪唐、比亚迪元PLUS、比亚迪海豹和比亚迪海豚凭借充满未来感的设计与卓越的性能获得在场媒体和消费者的广泛关注。比亚迪唐拥有509匹马力,扭矩700牛米,百公里加速仅4.9秒,搭载比亚迪安全 刀片电池 ,单次充电续航里程可达635公里(CLTC);比亚迪元PLUS集智能、高效、安全、美学四大特点于一身,采用比亚迪Dragon Face 3.0设计语言,搭配以“运动健身”为理念的内饰设计, 整车 风阻系数低至0.29Cd,彰显运动风范;灵感源自海洋美学的比亚迪海豚和纯电轿跑比亚迪海豹,由比亚迪造型设计总监沃尔夫冈·艾格领衔倾力打造,为客户提供更为便捷、舒适的城市通勤新体验。比亚迪巴拿马车展展台比亚迪巴拿马经销商FASA集团品牌经理Mariangel Da Silva 表示:“比亚迪唐、元PLUS、海豚和海豹这四款纯电动车型在设计语言和性能表现上各有所长,能够充分满足客户的多样化用车需求。我们十分期待它们为当地消费者带来更加优质的电动出行体验。”比亚迪巴拿马分公司经理Eduardo Lopez表示:“比亚迪新能源汽车产品在巴拿马获得广泛肯定和支持,我们深感荣幸。比亚迪掌握行业先进技术,致力于引领交通领域的电动化转型。未来,我们希望继续通过新能源产品矩阵,为巴拿马客户带来引人入胜的电动出行体验。”自2013年比亚迪巴拿马分公司成立、纯电动大巴驶入巴拿马城,到2023年与当地汽车经销商FASA集团达成战略合作,比亚迪始终积极拓展巴拿马业务,助力当地交通领域的绿色发展。","news_type":1,"symbols_score_info":{"81211":0.6,"01211":1,"00285":1,"BYDDY":0.6,"002594":0.6}},"isVote":1,"tweetType":1,"viewCount":3163,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4160139349976360","authorId":"4160139349976360","name":"纵横四海0110","avatar":"https://static.tigerbbs.com/021946a3240eebb6a2f55808d7e27370","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4160139349976360","idStr":"4160139349976360"},"content":"随着新能源汽车渗透率的持续提升,用户补能问题成为关键。","text":"随着新能源汽车渗透率的持续提升,用户补能问题成为关键。","html":"随着新能源汽车渗透率的持续提升,用户补能问题成为关键。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":231587684499744,"gmtCreate":1697548711329,"gmtModify":1697549116341,"author":{"id":"4138420184610170","authorId":"4138420184610170","name":"老陈股市论坛","avatar":"https://static.tigerbbs.com/f0d6da5d2144d86f8eecd2356fd876bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4138420184610170","idStr":"4138420184610170"},"themes":[],"htmlText":"技术不断革新,加速新能源汽车发展,相关的充电服务也值得关注。能链智电,近期能链智电与成开电气达成合作,将在充电站规划建设、精细化运营及智慧运维方面紧密合作,进一步完善四川地区充电服务网络。","listText":"技术不断革新,加速新能源汽车发展,相关的充电服务也值得关注。能链智电,近期能链智电与成开电气达成合作,将在充电站规划建设、精细化运营及智慧运维方面紧密合作,进一步完善四川地区充电服务网络。","text":"技术不断革新,加速新能源汽车发展,相关的充电服务也值得关注。能链智电,近期能链智电与成开电气达成合作,将在充电站规划建设、精细化运营及智慧运维方面紧密合作,进一步完善四川地区充电服务网络。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/231587684499744","repostId":"1195927182","repostType":2,"repost":{"id":"1195927182","kind":"news","pubTimestamp":1697449478,"share":"https://www.laohu8.com/m/news/1195927182?lang=zh_CN&edition=full","pubTime":"2023-10-16 17:44","market":"us","language":"zh","title":"“降本狂魔”马斯克,用它彻底杀死燃油车?","url":"https://stock-news.laohu8.com/highlight/detail?id=1195927182","media":"C次元","summary":"▲特斯拉一体压铸的“开箱工艺”当天团队开会时,马斯克拿出了这辆车模,放在白色的会议桌上,问到:“为什么我们不能这么做?”据悉,使用砂型铸造模具原型的设计验证周期只需要两到三个月,而金属模具原型则需要6个月到一年的时间。而且丰田计划进一步缩短时间,将工序缩短至约3分钟。但是,如此“贴身肉搏”特斯拉,就像业内人士判断的,“这并不意味着极氪已经领先特斯拉。”","content":"<html><head></head><body><blockquote><p><strong>无论接受与否,一体压铸的“舞蝶效应”已经形成。</strong></p></blockquote><p>2018年年底的一天,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>工程总部,马斯克当时把玩一个MODEL S的车模,而且习惯性地把它拆了。他发现,里面甚至有套悬挂系统,而且,整个车底被压铸成了一整块金属。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92fadf73b22fa8081b61e68160fc7087\" alt=\"▲ 特斯拉一体压铸的“开箱工艺”\" title=\"▲ 特斯拉一体压铸的“开箱工艺”\" tg-width=\"1080\" tg-height=\"608\"/><span>▲ 特斯拉一体压铸的“开箱工艺”</span></p><p>当天团队开会时,马斯克拿出了这辆车模,放在白色的会议桌上,问到:“为什么我们不能这么做?”</p><p>这是最新的《埃隆·马斯克传》里面所讲的,一体压铸工艺的缘起。因为拆了一个小车模,如今汽车行业的制造流程开始被颠覆,甚至被形容为“第三次制造革命”。</p><p>而今,特斯拉的一体压铸已经从1.0时代进化到了2.0时代,包括它的“开箱工艺”(Unboxed Process)。</p><p>就算极氪<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>科技副总裁赵春林直接“开怼”特斯拉的一体式压铸件,并表示特斯拉的一体压铸件根本难以企及极氪的品质,对外界来说,这也几乎是对特斯拉的一种印证而已。</p><p>一体压铸的实操,毕竟是特斯拉首先用并广而告之的。而且,问题在于,一体压铸已经成为新能源汽车厂商的必争之地。比传统车企快一倍的研发速度,无疑是该技术发展最大的动力。</p><p><strong>01、一体压铸的军备竞赛</strong></p><p>说到底,一体压铸的颠覆性使用,是特斯拉对汽车行业参与者们的警醒。在智能电动时代,只能做引领者,而不是跟随者。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/133b987c2a436bbd101c47b669e620a4\" alt=\"\" title=\"\" tg-width=\"856\" tg-height=\"512\"/></p><p>我们看到,这次特斯拉一体压铸2.0的技术突破集中在两大领域:一是设计并测试巨型模具,以应对大规模生产的大尺寸零件;二是压铸带有内部加强筋的中空框架,旨在减轻重量的同时提高耐撞性。</p><p>而这两项创新的秘诀在于,都突破性地用了3D打印和工业用砂。更重要的是,3D打印技术可以将汽车零部件研发周期从45天缩短至1~7天,比如,德国Fraunhofer IAPT研究机构成功打印出一种车门铰链,比同类铣削产品要轻35%,成本还降低50%。</p><p>不得不佩服马斯克“第一性原理”的脑回路。他求助于使用3D打印机和工业用砂制作测试模具的公司。这种3D打印机在设计好模具的数据后,将液体粘合剂沉积在一层薄薄的沙子上,逐层打造出可以压铸熔融合金的模具。</p><p>而且,这种砂型铸造模具原型的设计验证过程的成本极低,即使迭代多个版本,成本也仅为金属模具原型的3%。</p><p>这意味着特斯拉可以根据需要对模具原型进行多次调整,并通过使用Desktop Metal及其子公司ExOne等公司的3D打印机,在数小时内就能重新打印出一个新的模具原型。</p><p>据悉,使用砂型铸造模具原型的设计验证周期只需要两到三个月,而金属模具原型则需要6个月到一年的时间。所以,新技术应用成本方面的节省更加厉害。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d7000747a64bd3f9155202ccec0a0fd\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"531\"/></p><p>据国外铸造专家表示,制作大型金属测试模具后,调整一次机械加工需要花费10万美元,而重新制作整个模具成本可能高达150万美元。</p><p>另一位专家则称,大型金属模具的设计过程通常需要400万美元左右。而特斯拉用“第一性原理”解决了这个问题。</p><p>此外,就像业内人士所称,特斯拉的一体压铸车身技术的突破,可以将几乎所有复杂的电动汽车底部压铸成一个整体,构建出特斯拉新的技术护城河,进而缩短研发新车的时间到18~24个月,而目前汽车厂商开发新车通常需要3~4年时间。</p><p>此前,行业里由于存在“一体化压铸模具困境”,汽车制造商一直对铸造更大的结构件持谨慎态度。但是,马斯克是不管这一套的,只要觉得可行,就勇于试错,直到成功为止。</p><p>“实际上,整个行业都是这种情况,先是马斯克用了某个技术,然后大家各种质疑,然后马斯克做成了,最后大家赶紧跟随。”小伙伴聊天的时候说到这个感慨,对于一体压铸,尤其如此。</p><p>如今,包括丰田、通用、福特等大批传统车企,相继开始研发一体压铸技术。新一轮技术军备竞赛,在所难免。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12a7342ad5cfc8aa8518b30e9b307b43\" alt=\"\" title=\"\" tg-width=\"600\" tg-height=\"374\"/></p><p>就连固执的丰田,也于9月份向媒体公开了其开发的约3分钟即可使三分之一的车身一体成型的技术。在丰田的明知工厂(爱知县三好市),高约6米、宽约7米、纵深约15米的“一体化压铸(Gigacast)”设备的试制机做了一体压铸的演示。</p><p>以往的工艺流程多达86个零部件、33道工序,需要花费数小时。如今,仅需不到十分钟,一道工序、一个零件。而且丰田计划进一步缩短时间,将工序缩短至约3分钟。而2022年9月,丰田制造出第一个试制品时,模具更换需要花费1天左右的时间,现在约20分钟就能完成模具更换。</p><p>丰田预定2026年投放市场的纯电动车,将车身分为前部、中间、后部3个部分,后部和前部将采用一体化压铸技术来成型。</p><p>预计车身前部的生产过程将从91个零部件、51道工序减少到1个零部件、1道工序。总的目标是,丰田在2030年销售350万辆纯电动汽车的目标下,力争将组装工序和投资等减少一半。</p><p>就像我在2020年的文章《拿什么对抗,特斯拉的“铸造大法”》里面写过的,不止是“软件定义汽车”,在“看不见的地方”下功夫,这才是最厉害和最可怕的对手。</p><p><strong>02、极氪为何怒了?</strong></p><p>再来说说极氪智能科技副总裁赵春林怒了这件事。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15f3427caf192e608aa33ab9052fa3ad\" alt=\"\" title=\"\" tg-width=\"711\" tg-height=\"471\"/></p><p>9月15日,赵春林在微博上发布了极氪与特斯拉相关一体式压铸件的直接对比,并且表示,像特斯拉的一体压铸件品质,在极氪根本就出不了厂。而且,当天极氪正式发布一体式压铸的最新进化成果——全球首创中段一体式压铸蜻蜓结构。</p><p>从技术细节来说,中段一体式压铸蜻蜓结构相比传统焊接,结构零件减少16个,连接点减少66处,实现整车7%的减重,座椅安装点刚度平均提升18%。而且,这个中段一体式压铸蜻蜓结构,将在极氪001 FR实现量产之后陆续搭载在其他车型上。</p><p>据介绍,极氪009一体式压铸后端铝车身长1米宽1.6米,体积远大于特斯拉。使用这项技术后,极氪009消除了近800个焊接点,零部件数量减少80多个,重量减轻16%。在整车车身变得更轻的同时,相当于消除了各种零件焊接时潜在的失效率。</p><p>换句话说,一体式压铸车身为极氪自身的制造竞争力带来巨大提升。并且,从维修方面来看,目前极氪009的一体压铸技术相比特斯拉,对日后维修更加友好,这一点毫无疑问。</p><p>但是,如此“贴身肉搏”特斯拉,就像业内人士判断的,“这并不意味着极氪已经领先特斯拉。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a45d1c1805466ca44240095734a789b7\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"608\"/></p><p>一方面,特斯拉在国内使用的压铸机更注重效率和成本控制,以最快的速度生产可用的成品,这是由其庞大的销售规模所决定的。另一方面,特斯拉已经开始研发更大吨级的压铸机,并拥有自己的先进技术。</p><p>按照赵春林的透露,极氪智慧工厂打造了首个大型一体式压铸L4级智慧产线,使用国内主机厂目前能量产的最大吨位7200T压铸机,比特斯拉目前已投产的还高1100吨。</p><p>不过,根据近期相关报道,特斯拉已经研发出了6000~9000吨位的巨型压铸机,一体压铸Model Y车型的前部和后部车架结构。</p><p>所以,不管极氪赵春林如何表达心中不平,就像业内人士说的,特斯拉在新能源汽车行业的领先地位暂时不会轻易被超越。</p><p>当然,极氪这种技术进步给特斯拉带来一定的挑战,这是无疑的。</p><p>而国内厂商通过引进国外先进技术和合作研发,不断提升自身的生产能力和产品质量,未来几年,随着一体化压铸技术的普及和应用范围的扩大,国内厂商有望在市场上获得更大的份额。</p><p>按照<a href=\"https://laohu8.com/S/06066\">中信建投证券</a>的预测,2027年会出现12000~15000吨位的压铸机应用。</p><p>当然,目前除了极氪009,一体化压铸产业链在国内已有成熟的技术应用。随着产业链布局日益完善,市场参与者增加,全产业链布局与合作的趋势日益明显。</p><p>比如,2022年7月长安就宣布加入这一潮流,2023年1月首个一体化压铸件成功下线。据保守估计,其从布局到结构件下线需时6~8个月。</p><p>而<a href=\"https://laohu8.com/S/NIO\">蔚来</a>ET5在首个一体化压铸件下线至首批预生产之间经历近9个月,业内预计其从布局到量产需时15~17个月。</p><p>据统计,至少有10家车企正在积极布局。甚至有预计称,2024~2025年有望成为一体化压铸渗透率快速提升的关键年份,除特斯拉和<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>外,其他车企将为市场带来约50~125万辆的增量。</p><p>怎么说呢,马斯克一次不经意地摆弄玩具车模,这个“蝴蝶效应”最终颠覆了汽车行业的制造工艺,特斯拉的创新技术为汽车行业带来了巨大的变革和发展。</p><p>对于从业者来说,还是应该感谢马斯克的。</p></body></html>","source":"lsy1617331886167","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>“降本狂魔”马斯克,用它彻底杀死燃油车?</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; 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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“降本狂魔”马斯克,用它彻底杀死燃油车?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-16 17:44 北京时间 <a href=https://mp.weixin.qq.com/s/3GYrpNqjmh2TZQWAraSiHA><strong>C次元</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>无论接受与否,一体压铸的“舞蝶效应”已经形成。2018年年底的一天,特斯拉工程总部,马斯克当时把玩一个MODEL S的车模,而且习惯性地把它拆了。他发现,里面甚至有套悬挂系统,而且,整个车底被压铸成了一整块金属。▲ 特斯拉一体压铸的“开箱工艺”当天团队开会时,马斯克拿出了这辆车模,放在白色的会议桌上,问到:“为什么我们不能这么做?”这是最新的《埃隆·马斯克传》里面所讲的,一体压铸工艺的缘起。因为拆...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/3GYrpNqjmh2TZQWAraSiHA\">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/ef0b6799d8d1a68ea326768d5f5d6487","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4574":"无人驾驶","TSLA":"特斯拉","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4551":"寇图资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4581":"高盛持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4588":"碎股","BK4550":"红杉资本持仓"},"source_url":"https://mp.weixin.qq.com/s/3GYrpNqjmh2TZQWAraSiHA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195927182","content_text":"无论接受与否,一体压铸的“舞蝶效应”已经形成。2018年年底的一天,特斯拉工程总部,马斯克当时把玩一个MODEL S的车模,而且习惯性地把它拆了。他发现,里面甚至有套悬挂系统,而且,整个车底被压铸成了一整块金属。▲ 特斯拉一体压铸的“开箱工艺”当天团队开会时,马斯克拿出了这辆车模,放在白色的会议桌上,问到:“为什么我们不能这么做?”这是最新的《埃隆·马斯克传》里面所讲的,一体压铸工艺的缘起。因为拆了一个小车模,如今汽车行业的制造流程开始被颠覆,甚至被形容为“第三次制造革命”。而今,特斯拉的一体压铸已经从1.0时代进化到了2.0时代,包括它的“开箱工艺”(Unboxed Process)。就算极氪智能科技副总裁赵春林直接“开怼”特斯拉的一体式压铸件,并表示特斯拉的一体压铸件根本难以企及极氪的品质,对外界来说,这也几乎是对特斯拉的一种印证而已。一体压铸的实操,毕竟是特斯拉首先用并广而告之的。而且,问题在于,一体压铸已经成为新能源汽车厂商的必争之地。比传统车企快一倍的研发速度,无疑是该技术发展最大的动力。01、一体压铸的军备竞赛说到底,一体压铸的颠覆性使用,是特斯拉对汽车行业参与者们的警醒。在智能电动时代,只能做引领者,而不是跟随者。我们看到,这次特斯拉一体压铸2.0的技术突破集中在两大领域:一是设计并测试巨型模具,以应对大规模生产的大尺寸零件;二是压铸带有内部加强筋的中空框架,旨在减轻重量的同时提高耐撞性。而这两项创新的秘诀在于,都突破性地用了3D打印和工业用砂。更重要的是,3D打印技术可以将汽车零部件研发周期从45天缩短至1~7天,比如,德国Fraunhofer IAPT研究机构成功打印出一种车门铰链,比同类铣削产品要轻35%,成本还降低50%。不得不佩服马斯克“第一性原理”的脑回路。他求助于使用3D打印机和工业用砂制作测试模具的公司。这种3D打印机在设计好模具的数据后,将液体粘合剂沉积在一层薄薄的沙子上,逐层打造出可以压铸熔融合金的模具。而且,这种砂型铸造模具原型的设计验证过程的成本极低,即使迭代多个版本,成本也仅为金属模具原型的3%。这意味着特斯拉可以根据需要对模具原型进行多次调整,并通过使用Desktop Metal及其子公司ExOne等公司的3D打印机,在数小时内就能重新打印出一个新的模具原型。据悉,使用砂型铸造模具原型的设计验证周期只需要两到三个月,而金属模具原型则需要6个月到一年的时间。所以,新技术应用成本方面的节省更加厉害。据国外铸造专家表示,制作大型金属测试模具后,调整一次机械加工需要花费10万美元,而重新制作整个模具成本可能高达150万美元。另一位专家则称,大型金属模具的设计过程通常需要400万美元左右。而特斯拉用“第一性原理”解决了这个问题。此外,就像业内人士所称,特斯拉的一体压铸车身技术的突破,可以将几乎所有复杂的电动汽车底部压铸成一个整体,构建出特斯拉新的技术护城河,进而缩短研发新车的时间到18~24个月,而目前汽车厂商开发新车通常需要3~4年时间。此前,行业里由于存在“一体化压铸模具困境”,汽车制造商一直对铸造更大的结构件持谨慎态度。但是,马斯克是不管这一套的,只要觉得可行,就勇于试错,直到成功为止。“实际上,整个行业都是这种情况,先是马斯克用了某个技术,然后大家各种质疑,然后马斯克做成了,最后大家赶紧跟随。”小伙伴聊天的时候说到这个感慨,对于一体压铸,尤其如此。如今,包括丰田、通用、福特等大批传统车企,相继开始研发一体压铸技术。新一轮技术军备竞赛,在所难免。就连固执的丰田,也于9月份向媒体公开了其开发的约3分钟即可使三分之一的车身一体成型的技术。在丰田的明知工厂(爱知县三好市),高约6米、宽约7米、纵深约15米的“一体化压铸(Gigacast)”设备的试制机做了一体压铸的演示。以往的工艺流程多达86个零部件、33道工序,需要花费数小时。如今,仅需不到十分钟,一道工序、一个零件。而且丰田计划进一步缩短时间,将工序缩短至约3分钟。而2022年9月,丰田制造出第一个试制品时,模具更换需要花费1天左右的时间,现在约20分钟就能完成模具更换。丰田预定2026年投放市场的纯电动车,将车身分为前部、中间、后部3个部分,后部和前部将采用一体化压铸技术来成型。预计车身前部的生产过程将从91个零部件、51道工序减少到1个零部件、1道工序。总的目标是,丰田在2030年销售350万辆纯电动汽车的目标下,力争将组装工序和投资等减少一半。就像我在2020年的文章《拿什么对抗,特斯拉的“铸造大法”》里面写过的,不止是“软件定义汽车”,在“看不见的地方”下功夫,这才是最厉害和最可怕的对手。02、极氪为何怒了?再来说说极氪智能科技副总裁赵春林怒了这件事。9月15日,赵春林在微博上发布了极氪与特斯拉相关一体式压铸件的直接对比,并且表示,像特斯拉的一体压铸件品质,在极氪根本就出不了厂。而且,当天极氪正式发布一体式压铸的最新进化成果——全球首创中段一体式压铸蜻蜓结构。从技术细节来说,中段一体式压铸蜻蜓结构相比传统焊接,结构零件减少16个,连接点减少66处,实现整车7%的减重,座椅安装点刚度平均提升18%。而且,这个中段一体式压铸蜻蜓结构,将在极氪001 FR实现量产之后陆续搭载在其他车型上。据介绍,极氪009一体式压铸后端铝车身长1米宽1.6米,体积远大于特斯拉。使用这项技术后,极氪009消除了近800个焊接点,零部件数量减少80多个,重量减轻16%。在整车车身变得更轻的同时,相当于消除了各种零件焊接时潜在的失效率。换句话说,一体式压铸车身为极氪自身的制造竞争力带来巨大提升。并且,从维修方面来看,目前极氪009的一体压铸技术相比特斯拉,对日后维修更加友好,这一点毫无疑问。但是,如此“贴身肉搏”特斯拉,就像业内人士判断的,“这并不意味着极氪已经领先特斯拉。”一方面,特斯拉在国内使用的压铸机更注重效率和成本控制,以最快的速度生产可用的成品,这是由其庞大的销售规模所决定的。另一方面,特斯拉已经开始研发更大吨级的压铸机,并拥有自己的先进技术。按照赵春林的透露,极氪智慧工厂打造了首个大型一体式压铸L4级智慧产线,使用国内主机厂目前能量产的最大吨位7200T压铸机,比特斯拉目前已投产的还高1100吨。不过,根据近期相关报道,特斯拉已经研发出了6000~9000吨位的巨型压铸机,一体压铸Model 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人口老龄化背景下对于医疗器械需求会大幅增加,在未来业绩增长和估值提升的戴维斯双击下,市值有望上升一个新的台阶。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397004106101264","isVote":1,"tweetType":1,"viewCount":1322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":212690188136512,"gmtCreate":1692966029920,"gmtModify":1692966032420,"author":{"id":"4138420184610170","authorId":"4138420184610170","name":"老陈股市论坛","avatar":"https://static.tigerbbs.com/f0d6da5d2144d86f8eecd2356fd876bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4138420184610170","idStr":"4138420184610170"},"themes":[],"htmlText":"蔚来第三代换电站亮相成都车展展台现场,换电站底部结构进行透明化处理,现场直播换电过程。用户补能问题一直是新能源车主关注的重要环节,目前换电站的成本还是太高,建设速度不及预期,还是要看完善的充电网络。中国服务充电第一股:能链智电(NASDAQ:NAAS),目前的充电网络已经连接充电站5.5万个,占市场总量的48.9%,是中国规模最大、增长最快的电动汽车充电服务商之一,公司还有储能、光伏、虚拟电厂、自动充电机器人等产品。","listText":"蔚来第三代换电站亮相成都车展展台现场,换电站底部结构进行透明化处理,现场直播换电过程。用户补能问题一直是新能源车主关注的重要环节,目前换电站的成本还是太高,建设速度不及预期,还是要看完善的充电网络。中国服务充电第一股:能链智电(NASDAQ:NAAS),目前的充电网络已经连接充电站5.5万个,占市场总量的48.9%,是中国规模最大、增长最快的电动汽车充电服务商之一,公司还有储能、光伏、虚拟电厂、自动充电机器人等产品。","text":"蔚来第三代换电站亮相成都车展展台现场,换电站底部结构进行透明化处理,现场直播换电过程。用户补能问题一直是新能源车主关注的重要环节,目前换电站的成本还是太高,建设速度不及预期,还是要看完善的充电网络。中国服务充电第一股:能链智电(NASDAQ:NAAS),目前的充电网络已经连接充电站5.5万个,占市场总量的48.9%,是中国规模最大、增长最快的电动汽车充电服务商之一,公司还有储能、光伏、虚拟电厂、自动充电机器人等产品。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/212690188136512","repostId":"2362917266","repostType":2,"repost":{"id":"2362917266","kind":"highlight","weMediaInfo":{"introduction":"蔚来官方公众账号","home_visible":1,"media_name":"蔚来","id":"1061141779","head_image":"https://static.tigerbbs.com/461b3743fad24c09a80e713f39da6adf"},"pubTimestamp":1692936300,"share":"https://www.laohu8.com/m/news/2362917266?lang=zh_CN&edition=full","pubTime":"2023-08-25 12:05","market":"hk","language":"zh","title":"蔚来正式亮相2023成都国际车展","url":"https://stock-news.laohu8.com/highlight/detail?id=2362917266","media":"蔚来","summary":"8月25日,蔚来中心正式登陆2023年第二十六届成都国际汽车展览会,本次蔚来展台位于成都西部国际博览城H1010展位,全系车型亮相蓉城,蓄势待发共启新篇章!本次蔚来展台共设有两层,总面积达1000平方米。志愿者“锦官橙”与蔚来同行本次车展将集结200余名川藏区域车主志愿者,共计400余人次来到展台现场,以车主视角分享最真实的用车体验与蔚来愉悦社区感受。","content":"<html><body><div><p powered-by=\"xiumi.us\">锦官城内新势<a href=\"https://laohu8.com/S/YJ\">云集</a>,晓看繁华盛丽之景。8月25日,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>中心正式登陆2023年第二十六届成都国际汽车展览会,本次<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>展台位于成都西部国际博览城H1010展位,全系车型亮相蓉城,蓄势待发共启新篇章!</p><p><img src=\"https://static.tigerbbs.com/845172eb2e1547109e8a87c27677b401\"/></p><p><strong>本次蔚来展台共设有两层,总面积达1000平方米。</strong>第一层展区包括全系车型展台、透明版蔚来第三代换电站、NIO Power专区、全栈自研<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>科技展示等。</p><p>第二层包括Living room、Library、NIO Café、Joy Camp等区域,用户朋友们在观展之余可前往二层享受闲暇欢愉时光,感受蔚来中心引领的多重愉悦体验。</p><p><img src=\"https://static.tigerbbs.com/f7a50697621e4af4bae285ab9a14ede7\"/></p><p><strong>全系车型齐聚,EP9传奇登场</strong></p><p>本次车展,搭载最新一代智能系统的全系车型:智能电动SUV系列全新ES8、ES6、ES7;智能电动轿车系列ET5、ET7;智能电动旗舰轿跑EC7;智能电动旅行车ET5T。</p><p>代表蔚来极限速度的电动超跑传奇EP9,将为大家带来全方位展示,让您一站式领略蔚来最新智能科技。</p><p><img src=\"https://static.tigerbbs.com/8057ac60d1d544f9bf159b6e9cc36faf\"/></p><p><strong><a href=\"https://laohu8.com/S/C76.SI\">创新科技</a>,引领用车生活新趋势</strong></p><p>蔚来第三代换电站亮相展台现场,换电站底部结构进行透明化处理,现场换电站大屏的数字孪生直播换电过程,让您一览了然创新换电科技。</p><p><img src=\"https://static.tigerbbs.com/f8d7664ec6ae4eb4b1f60ce758869d08\"/></p><p>现场专业的蔚来伙伴将为用户朋友们详细介绍换电模式及优势。现场还将展示超充桩、家充桩等多样补能方式,让您出行无忧,感受创新补能技术引领的用车生活变革。</p><p><img src=\"https://static.tigerbbs.com/4d26a8528cc14ccaa8318248ef399fce\"/></p><p>在展台现场我们将通过专属体验区,让大家近距离体验代表蔚来智能科技的PanoCinema全景数字座舱。您可以享受高清巨幕的沉浸式观影,置身如IMAX般的广阔空间,开启愉悦、智能化的用车新体验。</p><p><img src=\"https://static.tigerbbs.com/2dce1ebfd64e41e398e08ba87520c1e8\"/></p><p><strong>蔚来中心传递愉悦生活新方式</strong></p><p>大家在深度感受蔚来全场景硬核科技后,可移步蔚来中心二层,感受愉悦生活之道。Library提供了众多用户推荐的精选书籍,NIO Café带来多款惊喜饮品,小朋友亦可在Joy Camp享受一隅自在玩耍空间。让蔚来为你“充能”,共同开启美妙愉悦生活新方式。</p><p><strong>志愿者“锦官橙”与蔚来同行</strong></p><p>本次车展将集结200余名川藏区域车主志愿者,共计400余人次来到展台现场,以车主视角分享最真实的用车体验与蔚来愉悦社区感受。</p><p>本次志愿者团队以极具区域特色的“锦官橙”命名,他们来自不同领域,却因对蔚来的热爱共聚车展现场,用热情与真诚为现场每一位观众带来细致的讲解和服务。让我们一起去展台现场遇见“锦官橙”!</p><p><img src=\"https://static.tigerbbs.com/32ef98eee0874cacb3faca51da97fba6\"/></p><p><strong>即日起至9月3日,中国西部国际博览城H1010蔚来展台,邀您共启愉悦体验,期待与您相遇!</strong></p><p><img src=\"https://static.tigerbbs.com/b9d774330d2f428982011fe07baaaf43\"/></p><p><img src=\"https://static.tigerbbs.com/9352ed29cb074b96a48460e4c954c38b\"/></p><p><img src=\"https://static.tigerbbs.com/7e393dbefad94f519a7f1eb328c2a727\"/></p><p><img src=\"https://static.tigerbbs.com/e96db97d879748f3a94f359569813be9\"/></p><p><img src=\"https://static.tigerbbs.com/6e6afa3cb248407391d3a705e30905bb\"/></p><p><img src=\"https://static.tigerbbs.com/ad28c1c5c291488eb180c9639a552be1\"/></p><p><img src=\"https://static.tigerbbs.com/56eccd1583a34ee3b6bcbd9219e914f0\"/></p><p><img src=\"https://static.tigerbbs.com/317e815756a441ca8eedf387cf74b530\"/></p></div>\n<br/>\n文章原文\n<br/>\n<img height=\"1px\" src=\"https://static.tigerbbs.com/614744e7ac964ee789716aa235c6e378\" width=\"1px\"/>\n</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>蔚来正式亮相2023成都国际车展</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; 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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蔚来正式亮相2023成都国际车展\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1061141779\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/461b3743fad24c09a80e713f39da6adf);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">蔚来 </p>\n<p class=\"h-time\">2023-08-25 12:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div><p powered-by=\"xiumi.us\">锦官城内新势<a href=\"https://laohu8.com/S/YJ\">云集</a>,晓看繁华盛丽之景。8月25日,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>中心正式登陆2023年第二十六届成都国际汽车展览会,本次<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>展台位于成都西部国际博览城H1010展位,全系车型亮相蓉城,蓄势待发共启新篇章!</p><p><img src=\"https://static.tigerbbs.com/845172eb2e1547109e8a87c27677b401\"/></p><p><strong>本次蔚来展台共设有两层,总面积达1000平方米。</strong>第一层展区包括全系车型展台、透明版蔚来第三代换电站、NIO Power专区、全栈自研<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>科技展示等。</p><p>第二层包括Living room、Library、NIO Café、Joy Camp等区域,用户朋友们在观展之余可前往二层享受闲暇欢愉时光,感受蔚来中心引领的多重愉悦体验。</p><p><img src=\"https://static.tigerbbs.com/f7a50697621e4af4bae285ab9a14ede7\"/></p><p><strong>全系车型齐聚,EP9传奇登场</strong></p><p>本次车展,搭载最新一代智能系统的全系车型:智能电动SUV系列全新ES8、ES6、ES7;智能电动轿车系列ET5、ET7;智能电动旗舰轿跑EC7;智能电动旅行车ET5T。</p><p>代表蔚来极限速度的电动超跑传奇EP9,将为大家带来全方位展示,让您一站式领略蔚来最新智能科技。</p><p><img src=\"https://static.tigerbbs.com/8057ac60d1d544f9bf159b6e9cc36faf\"/></p><p><strong><a href=\"https://laohu8.com/S/C76.SI\">创新科技</a>,引领用车生活新趋势</strong></p><p>蔚来第三代换电站亮相展台现场,换电站底部结构进行透明化处理,现场换电站大屏的数字孪生直播换电过程,让您一览了然创新换电科技。</p><p><img src=\"https://static.tigerbbs.com/f8d7664ec6ae4eb4b1f60ce758869d08\"/></p><p>现场专业的蔚来伙伴将为用户朋友们详细介绍换电模式及优势。现场还将展示超充桩、家充桩等多样补能方式,让您出行无忧,感受创新补能技术引领的用车生活变革。</p><p><img src=\"https://static.tigerbbs.com/4d26a8528cc14ccaa8318248ef399fce\"/></p><p>在展台现场我们将通过专属体验区,让大家近距离体验代表蔚来智能科技的PanoCinema全景数字座舱。您可以享受高清巨幕的沉浸式观影,置身如IMAX般的广阔空间,开启愉悦、智能化的用车新体验。</p><p><img src=\"https://static.tigerbbs.com/2dce1ebfd64e41e398e08ba87520c1e8\"/></p><p><strong>蔚来中心传递愉悦生活新方式</strong></p><p>大家在深度感受蔚来全场景硬核科技后,可移步蔚来中心二层,感受愉悦生活之道。Library提供了众多用户推荐的精选书籍,NIO Café带来多款惊喜饮品,小朋友亦可在Joy Camp享受一隅自在玩耍空间。让蔚来为你“充能”,共同开启美妙愉悦生活新方式。</p><p><strong>志愿者“锦官橙”与蔚来同行</strong></p><p>本次车展将集结200余名川藏区域车主志愿者,共计400余人次来到展台现场,以车主视角分享最真实的用车体验与蔚来愉悦社区感受。</p><p>本次志愿者团队以极具区域特色的“锦官橙”命名,他们来自不同领域,却因对蔚来的热爱共聚车展现场,用热情与真诚为现场每一位观众带来细致的讲解和服务。让我们一起去展台现场遇见“锦官橙”!</p><p><img src=\"https://static.tigerbbs.com/32ef98eee0874cacb3faca51da97fba6\"/></p><p><strong>即日起至9月3日,中国西部国际博览城H1010蔚来展台,邀您共启愉悦体验,期待与您相遇!</strong></p><p><img src=\"https://static.tigerbbs.com/b9d774330d2f428982011fe07baaaf43\"/></p><p><img src=\"https://static.tigerbbs.com/9352ed29cb074b96a48460e4c954c38b\"/></p><p><img src=\"https://static.tigerbbs.com/7e393dbefad94f519a7f1eb328c2a727\"/></p><p><img src=\"https://static.tigerbbs.com/e96db97d879748f3a94f359569813be9\"/></p><p><img src=\"https://static.tigerbbs.com/6e6afa3cb248407391d3a705e30905bb\"/></p><p><img src=\"https://static.tigerbbs.com/ad28c1c5c291488eb180c9639a552be1\"/></p><p><img src=\"https://static.tigerbbs.com/56eccd1583a34ee3b6bcbd9219e914f0\"/></p><p><img src=\"https://static.tigerbbs.com/317e815756a441ca8eedf387cf74b530\"/></p></div>\n<br/>\n文章原文\n<br/>\n<img height=\"1px\" src=\"https://static.tigerbbs.com/614744e7ac964ee789716aa235c6e378\" width=\"1px\"/>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1119":"汽车制造商","BK4588":"碎股","BK4548":"巴美列捷福持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4574":"无人驾驶","BK4509":"腾讯概念","BK1588":"回港中概股","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4531":"中概回港概念","BK4099":"汽车制造商","09866":"蔚来-SW","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4555":"新能源车","NIO":"蔚来","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","NIO.SI":"蔚来","BK4505":"高瓴资本持仓","BK4504":"桥水持仓"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzI4NjAxMzM2Mg==&mid=2750318336&idx=1&sn=3847bd7d90763db44f163fdda0906b1d&chksm=cdf945ddfa8ecccb9a3fc3453da972718c6c5a0522ff7c68185e002967ef555aa2b166449562#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2362917266","content_text":"锦官城内新势云集,晓看繁华盛丽之景。8月25日,蔚来中心正式登陆2023年第二十六届成都国际汽车展览会,本次蔚来展台位于成都西部国际博览城H1010展位,全系车型亮相蓉城,蓄势待发共启新篇章!本次蔚来展台共设有两层,总面积达1000平方米。第一层展区包括全系车型展台、透明版蔚来第三代换电站、NIO Power专区、全栈自研智能科技展示等。第二层包括Living room、Library、NIO Café、Joy Camp等区域,用户朋友们在观展之余可前往二层享受闲暇欢愉时光,感受蔚来中心引领的多重愉悦体验。全系车型齐聚,EP9传奇登场本次车展,搭载最新一代智能系统的全系车型:智能电动SUV系列全新ES8、ES6、ES7;智能电动轿车系列ET5、ET7;智能电动旗舰轿跑EC7;智能电动旅行车ET5T。代表蔚来极限速度的电动超跑传奇EP9,将为大家带来全方位展示,让您一站式领略蔚来最新智能科技。创新科技,引领用车生活新趋势蔚来第三代换电站亮相展台现场,换电站底部结构进行透明化处理,现场换电站大屏的数字孪生直播换电过程,让您一览了然创新换电科技。现场专业的蔚来伙伴将为用户朋友们详细介绍换电模式及优势。现场还将展示超充桩、家充桩等多样补能方式,让您出行无忧,感受创新补能技术引领的用车生活变革。在展台现场我们将通过专属体验区,让大家近距离体验代表蔚来智能科技的PanoCinema全景数字座舱。您可以享受高清巨幕的沉浸式观影,置身如IMAX般的广阔空间,开启愉悦、智能化的用车新体验。蔚来中心传递愉悦生活新方式大家在深度感受蔚来全场景硬核科技后,可移步蔚来中心二层,感受愉悦生活之道。Library提供了众多用户推荐的精选书籍,NIO Café带来多款惊喜饮品,小朋友亦可在Joy Camp享受一隅自在玩耍空间。让蔚来为你“充能”,共同开启美妙愉悦生活新方式。志愿者“锦官橙”与蔚来同行本次车展将集结200余名川藏区域车主志愿者,共计400余人次来到展台现场,以车主视角分享最真实的用车体验与蔚来愉悦社区感受。本次志愿者团队以极具区域特色的“锦官橙”命名,他们来自不同领域,却因对蔚来的热爱共聚车展现场,用热情与真诚为现场每一位观众带来细致的讲解和服务。让我们一起去展台现场遇见“锦官橙”!即日起至9月3日,中国西部国际博览城H1010蔚来展台,邀您共启愉悦体验,期待与您相遇!\n\n文章原文","news_type":1,"symbols_score_info":{"09866":1,"NIO":1,"EVS.SI":0.6,"NIO.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1390,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000220","idStr":"9000000000000220"},"content":"最近电价涨的有点快,对新能源的发展有点不利","text":"最近电价涨的有点快,对新能源的发展有点不利","html":"最近电价涨的有点快,对新能源的发展有点不利"},{"author":{"id":"3479274801441208","authorId":"3479274801441208","name":"短线机遇","avatar":"https://static.tigerbbs.com/feeb9ebdd15bf88ae330659d935954fe","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274801441208","idStr":"3479274801441208"},"content":"蔚来的股票有没有什么操作意见?","text":"蔚来的股票有没有什么操作意见?","html":"蔚来的股票有没有什么操作意见?"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}