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Yyyyffd
Yyyyffd
·
02-11
我发现斌哥吹牛的时候,确实是一把好手[笑哭]
蔚来李斌最新内部讲话:跑通 CBU 机制,花最小的钱办出最大的事
李斌着重提到了蔚来的 “新三大件”。
蔚来李斌最新内部讲话:跑通 CBU 机制,花最小的钱办出最大的事
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Yyyyffd
Yyyyffd
·
2025-12-19
感觉像是变相降价,变相砍配置
蔚来公布:缺芯了,功能调整
蔚来官方宣布,由于全新 ES8 后排娱乐功能扩展芯片供应短缺,为保障车辆交付,自 2025 年 12 月 22 日起上线总装制造的全新 ES8 车辆后排娱乐扩展功能将采用新技术方案。针对此次变动,蔚来出台了补偿措施。对于2025年12月31日(含)前锁定全新ES8且采用新技术方案的用户,蔚来将一次性补偿1.5万积分,车辆交付后3日内发放至首任主用车人账户。据了解,全新蔚来 ES8 共提供 3 款配置车型,整车购买售价区间为 40.68-44.68 万元,采用 BaaS方案购买售价区间为 29.88-33.88 万元。
蔚来公布:缺芯了,功能调整
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Yyyyffd
Yyyyffd
·
2025-11-25
$蔚来(NIO)$
未来可期
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Yyyyffd
Yyyyffd
·
2025-10-17
吹毛求疵,空头疯了吧
非常抱歉,此主贴已删除
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Yyyyffd
Yyyyffd
·
2025-10-17
$蔚来(NIO)$
蔚来护盘真的是严防死守,从6.75到6.79,每个价位的成交量都是300万股,支撑位定的死死的。
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Yyyyffd
Yyyyffd
·
2025-09-23
搞笑的,哪里涨了
市场消息:蔚来新ES8大定突破今年4万产能上限
9月22日,美股夜盘时段,$蔚来(NIO)$涨近7%,报道称$蔚来(09866)$新ES8大定突破今年4万产能上限。9月20日晚,$蔚来(NIO.SI)$第三代ES8车型正式上市,这是一款纯电大三排六座/七座SUV车型。新ES8起售价比上一代车型上市时低12万元,即40.68万元,如果采用BaaS电池租赁方案,售价去到29.88万元。尽管官方没有公布定单量,但从接近蔚来高层人士处获悉,自9月20日晚锁单至今,蔚来新ES8大定数量已经超过了蔚来公布的今年4万产能上限。
市场消息:蔚来新ES8大定突破今年4万产能上限
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Yyyyffd
Yyyyffd
·
2025-08-29
要卖80的话,蔚来自己的5566车,咋卖呢?关键乐道的产能一直在爬坡,也来不及。
蔚来秦力洪:乐道L80暂定今年不开启交付
8月29日,蔚来联合创始人、总裁秦力洪在2025成都国际车展上透露,目前暂定乐道L80今年不开启交付。“乐道要聚精会神干好少数几件重要的事,最近我们把乐道L90作为整个乐道品牌短期第一重点。”秦力洪称。按照年初规划,乐道汽车旗下第三款车型乐道L80将于第四季度上市发布。“我们希望先服务好乐道L90用户的需求,请给我们一点时间去考虑乐道L80适时推出的时间点。
蔚来秦力洪:乐道L80暂定今年不开启交付
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Yyyyffd
Yyyyffd
·
2025-08-26
$理想汽车(LI)$
理想的竞争优势逐渐消失
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Yyyyffd
Yyyyffd
·
2025-06-20
$蔚来(NIO.SI)$
加电
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Yyyyffd
Yyyyffd
·
2025-06-04
这有点搞笑,都查出金流了,怎么可能不知道背后是谁?
李斌:黑蔚来的水军花费每月三五千万,但谁出的钱不知道
今日,蔚来创始人、董事长、CEO 李斌和总裁秦力洪回应了近期蔚来面临的多方面问题。李斌透露,当前舆论环境变化巨大,尽管批评声不断,但水军行为令人反感。李斌强调,尽管难以治理,但希望能加大打击力度以缓解问题。为了防止水军干扰,蔚来直播有时花费不菲,甚至超过直播本身成本,最终不得不关闭评论区。李斌还表示,每月用于攻击蔚来的水军资金约三五千万,但具体资助者不明。
李斌:黑蔚来的水军花费每月三五千万,但谁出的钱不知道
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L90 连续 3 个月交付破万,它的上市被李斌认为公司势能回升的开始;萤火虫去年 12 月在高端小车市场的份额为 61%,李斌称其是少数上市后销量持续走高的车型。</p><p><strong>热销车型背后,李斌着重提到了蔚来的 “新三大件”,即自研智驾芯片神玑 NX9031、SkyOS·天枢全域操作系统和天行智能底盘,三者均已在 2025 年上车。</strong>李斌着重提了 5 纳米制程的神玑 NX9031,称其量产上车、全链路跑通 “是值得我们为之骄傲的成就”。</p><p>基本经营单元(CBU)去年发挥了巨大作用,李斌要求接下来把 CBU 机制继续彻底跑通。“用车做比方的话,去年我们只能算是做出了概念车,但我们还会持续推行,争取早一点到量产车,争取每年都能够在经营水平上有进步。” 李斌说。</p><p>奖项和讲话内容某种程度上反映了蔚来当前的重点方向。一位与会成员称,李斌在会上特别提到了 “保持技术与产品领先,全面提升研发运营效率” 的目标。“今年还是要抓经营、提效率。” 该员工表示。</p><p>去年,蔚来销量同比增长 47%、下半年同比增长超 70%,并在今年 1 月迎来了第 100 万台量产车下线。一个月后,蔚来发布四季度盈利预告,预计录得经调整经营利润(非公认会计准则,剔除股权激励费用)7 亿元至 12 亿元。</p><p>对于过去这十多年的探索和波折,李斌总结出三个周期,能看出他很个人化的 “积极” 心态:第一个周期从成立到 2021 年,在经历 2019 年的危机后仍保持了每年 100% 的增长;第二个周期从 2022 年到 2025 年上半年,销量不达预期但仍保持了年均 30% 以上的增长,期间在研发、基础设施和组织变革上的投入为第三阶段打下了基础;从 2025 年下半年开始,蔚来进入第三阶段,也就是 “新的收获期”。</p><p>但鉴于市场竞争也愈发激烈,李斌认为,蔚来想要赢得接下来的竞争,关键有三点:</p><p>坚决在技术和产品研发方面进行投入,同时提高研发效率;</p><p>持续布局充换电基础设施和销售服务网络的建设,做时间的朋友;</p><p>持续推行围绕用户价值创造的全员经营组织变革。</p><p>今年蔚来经营目标之一是实现年度 Non-GAAP 盈利。李斌称,“有合理的利润,是我们持续发展的基础,我们必须达到这个目标。” 他要求全员 “继续结硬寨,打呆仗,日拱一卒,久久为功,每天都要让自己比昨天进步一点点,我们就有机会取得超过自己、超过用户、超过外界想象的成绩”。</p><p><strong>以下为李斌当天讲话主要内容:</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ed3e2a00cb2ee98779bb8528b178d80\" title=\"\" tg-width=\"1080\" tg-height=\"11580\"/></p></body></html>","source":"wandian","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>蔚来李斌最新内部讲话:跑通 CBU 机制,花最小的钱办出最大的事</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蔚来李斌最新内部讲话:跑通 CBU 机制,花最小的钱办出最大的事\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-10 21:49 北京时间 <a href=https://mp.weixin.qq.com/s/0cXWIQdFCsx8gno4Ad4ZlQ><strong>晚点LatePost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文丨龚方毅2 月 9 日下午, 蔚来 内部召开了一场全员会,蔚来创始人、董事长、CEO 李斌分享了对公司 2025 年的总结和对 2026 年的展望,并表彰过去一年的优秀项目。和往年相比,今年的表彰增加了 “特别贡献奖”,旨在表彰经营结果突出的团队和项目。全新 ES8 车型战队获得了全场唯一的特等奖。乐道 L90 车型战队、Firefly 萤火虫车型战队、自研芯片团队、供应链降本团队获得了一等奖。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/0cXWIQdFCsx8gno4Ad4ZlQ\">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/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://mp.weixin.qq.com/s/0cXWIQdFCsx8gno4Ad4ZlQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109230448","content_text":"文丨龚方毅2 月 9 日下午, 蔚来 内部召开了一场全员会,蔚来创始人、董事长、CEO 李斌分享了对公司 2025 年的总结和对 2026 年的展望,并表彰过去一年的优秀项目。和往年相比,今年的表彰增加了 “特别贡献奖”,旨在表彰经营结果突出的团队和项目。全新 ES8 车型战队获得了全场唯一的特等奖。乐道 L90 车型战队、Firefly 萤火虫车型战队、自研芯片团队、供应链降本团队获得了一等奖。这几款车型支撑了蔚来 2025 年下半年的增长。其中,全新 ES8 在 134 天内交付 6 万台,是蔚来去年四季度盈利的主要贡献车型;乐道 L90 连续 3 个月交付破万,它的上市被李斌认为公司势能回升的开始;萤火虫去年 12 月在高端小车市场的份额为 61%,李斌称其是少数上市后销量持续走高的车型。热销车型背后,李斌着重提到了蔚来的 “新三大件”,即自研智驾芯片神玑 NX9031、SkyOS·天枢全域操作系统和天行智能底盘,三者均已在 2025 年上车。李斌着重提了 5 纳米制程的神玑 NX9031,称其量产上车、全链路跑通 “是值得我们为之骄傲的成就”。基本经营单元(CBU)去年发挥了巨大作用,李斌要求接下来把 CBU 机制继续彻底跑通。“用车做比方的话,去年我们只能算是做出了概念车,但我们还会持续推行,争取早一点到量产车,争取每年都能够在经营水平上有进步。” 李斌说。奖项和讲话内容某种程度上反映了蔚来当前的重点方向。一位与会成员称,李斌在会上特别提到了 “保持技术与产品领先,全面提升研发运营效率” 的目标。“今年还是要抓经营、提效率。” 该员工表示。去年,蔚来销量同比增长 47%、下半年同比增长超 70%,并在今年 1 月迎来了第 100 万台量产车下线。一个月后,蔚来发布四季度盈利预告,预计录得经调整经营利润(非公认会计准则,剔除股权激励费用)7 亿元至 12 亿元。对于过去这十多年的探索和波折,李斌总结出三个周期,能看出他很个人化的 “积极” 心态:第一个周期从成立到 2021 年,在经历 2019 年的危机后仍保持了每年 100% 的增长;第二个周期从 2022 年到 2025 年上半年,销量不达预期但仍保持了年均 30% 以上的增长,期间在研发、基础设施和组织变革上的投入为第三阶段打下了基础;从 2025 年下半年开始,蔚来进入第三阶段,也就是 “新的收获期”。但鉴于市场竞争也愈发激烈,李斌认为,蔚来想要赢得接下来的竞争,关键有三点:坚决在技术和产品研发方面进行投入,同时提高研发效率;持续布局充换电基础设施和销售服务网络的建设,做时间的朋友;持续推行围绕用户价值创造的全员经营组织变革。今年蔚来经营目标之一是实现年度 Non-GAAP 盈利。李斌称,“有合理的利润,是我们持续发展的基础,我们必须达到这个目标。” 他要求全员 “继续结硬寨,打呆仗,日拱一卒,久久为功,每天都要让自己比昨天进步一点点,我们就有机会取得超过自己、超过用户、超过外界想象的成绩”。以下为李斌当天讲话主要内容:","news_type":1,"symbols_score_info":{"NIO":2,"09866":2,"NIO.SI":2}},"isVote":1,"tweetType":1,"viewCount":844,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4178530825827892","authorId":"4178530825827892","name":"来了老弟呀","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"4178530825827892","idStr":"4178530825827892"},"content":"年年亏几十亿,能不牛逼吗","text":"年年亏几十亿,能不牛逼吗","html":"年年亏几十亿,能不牛逼吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512464326922392,"gmtCreate":1766140403612,"gmtModify":1766140406055,"author":{"id":"3533247332108093","authorId":"3533247332108093","name":"Yyyyffd","avatar":"https://static.tigerbbs.com/a940611ce467d9d874ec63ff4a6a23ac","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3533247332108093","idStr":"3533247332108093"},"themes":[],"title":"","htmlText":"感觉像是变相降价,变相砍配置","listText":"感觉像是变相降价,变相砍配置","text":"感觉像是变相降价,变相砍配置","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512464326922392","repostId":"2592505901","repostType":2,"repost":{"id":"2592505901","kind":"news","pubTimestamp":1766063431,"share":"https://www.laohu8.com/m/news/2592505901?lang=zh_CN&edition=full","pubTime":"2025-12-18 21:10","market":"hk","language":"zh","title":"蔚来公布:缺芯了,功能调整","url":"https://stock-news.laohu8.com/highlight/detail?id=2592505901","media":"半导体行业圈","summary":"蔚来官方宣布,由于全新 ES8 后排娱乐功能扩展芯片供应短缺,为保障车辆交付,自 2025 年 12 月 22 日起上线总装制造的全新 ES8 车辆后排娱乐扩展功能将采用新技术方案。针对此次变动,蔚来出台了补偿措施。对于2025年12月31日(含)前锁定全新ES8且采用新技术方案的用户,蔚来将一次性补偿1.5万积分,车辆交付后3日内发放至首任主用车人账户。据了解,全新蔚来 ES8 共提供 3 款配置车型,整车购买售价区间为 40.68-44.68 万元,采用 BaaS方案购买售价区间为 29.88-33.88 万元。","content":"<html><body><article><p><strong>半导体行业圈 振兴国产半导体产业!</strong></p><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>官方宣布,由于全新 ES8 后排娱乐功能扩展芯片供应短缺,为保障车辆交付,自 2025 年 12 月 22 日起上线总装制造的全新 ES8 车辆后排娱乐扩展功能将采用新技术方案。</p><p>据介绍,全新 ES8 目前已交付的后排娱乐功能体验绝大部分不受影响,主要影响的用户体验如下:不再支持 U 盘本地视频播放功能(U 盘无损音乐播放功能、无线投屏功能不受影响);不再支持通过扶手箱内 USB-C 接口将车机内画面输出至外接显示屏(USB-C 接口数据输入及有线投屏功能不受影响,最大可支持 1080P 分辨率)。</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_jpg/6EwP6RB4zlVDYG9ia1ibt2wGxicib2t4vOBATfhXIPFpRvd7mqDmoDAjaOaO6qRjbF6OHPOjrY12SpM1kUficRfIxww/640?wx_fmt=jpeg&from=appmsg\"/><p>针对此次变动,<a href=\"https://laohu8.com/S/09866\">蔚来</a>出台了补偿措施。对于2025年12月31日(含)前锁定全新ES8且采用新技术方案的用户,<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>将一次性补偿1.5万积分,车辆交付后3日内发放至首任主用车人账户。在相关芯片供应改善后,若用户仍希望选择原技术方案,可支付1.2万积分或1,200元进行后期加装。</p><p>据了解,全新蔚来 ES8 共提供 3 款配置车型,整车购买售价区间为 40.68-44.68 万元,采用 BaaS(电池租赁)方案购买售价区间为 29.88-33.88 万元。</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>蔚来公布:缺芯了,功能调整</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218215827a6b2ed05&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":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW","BK1588":"回港中概股","BK1119":"汽车制造商"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218215827a6b2ed05&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2592505901","content_text":"半导体行业圈 振兴国产半导体产业!蔚来官方宣布,由于全新 ES8 后排娱乐功能扩展芯片供应短缺,为保障车辆交付,自 2025 年 12 月 22 日起上线总装制造的全新 ES8 车辆后排娱乐扩展功能将采用新技术方案。据介绍,全新 ES8 目前已交付的后排娱乐功能体验绝大部分不受影响,主要影响的用户体验如下:不再支持 U 盘本地视频播放功能(U 盘无损音乐播放功能、无线投屏功能不受影响);不再支持通过扶手箱内 USB-C 接口将车机内画面输出至外接显示屏(USB-C 接口数据输入及有线投屏功能不受影响,最大可支持 1080P 分辨率)。针对此次变动,蔚来出台了补偿措施。对于2025年12月31日(含)前锁定全新ES8且采用新技术方案的用户,蔚来将一次性补偿1.5万积分,车辆交付后3日内发放至首任主用车人账户。在相关芯片供应改善后,若用户仍希望选择原技术方案,可支付1.2万积分或1,200元进行后期加装。据了解,全新蔚来 ES8 共提供 3 款配置车型,整车购买售价区间为 40.68-44.68 万元,采用 BaaS(电池租赁)方案购买售价区间为 29.88-33.88 万元。","news_type":1,"symbols_score_info":{"NIO.SI":1.95,"09866":1.95,"NIO":1.95}},"isVote":1,"tweetType":1,"viewCount":1054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503948930752880,"gmtCreate":1764068534931,"gmtModify":1764068536889,"author":{"id":"3533247332108093","authorId":"3533247332108093","name":"Yyyyffd","avatar":"https://static.tigerbbs.com/a940611ce467d9d874ec63ff4a6a23ac","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3533247332108093","idStr":"3533247332108093"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"1\"></v-v> 未来可期","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"1\"></v-v> 未来可期","text":"$蔚来(NIO)$ 未来可期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/503948930752880","isVote":1,"tweetType":1,"viewCount":1773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490169926210304,"gmtCreate":1760697471585,"gmtModify":1760706533067,"author":{"id":"3533247332108093","authorId":"3533247332108093","name":"Yyyyffd","avatar":"https://static.tigerbbs.com/a940611ce467d9d874ec63ff4a6a23ac","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3533247332108093","idStr":"3533247332108093"},"themes":[],"htmlText":"吹毛求疵,空头疯了吧","listText":"吹毛求疵,空头疯了吧","text":"吹毛求疵,空头疯了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490169926210304","repostId":"2576033465","repostType":2,"isVote":1,"tweetType":1,"viewCount":1568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489902413476376,"gmtCreate":1760632016571,"gmtModify":1760632018523,"author":{"id":"3533247332108093","authorId":"3533247332108093","name":"Yyyyffd","avatar":"https://static.tigerbbs.com/a940611ce467d9d874ec63ff4a6a23ac","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3533247332108093","idStr":"3533247332108093"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 蔚来护盘真的是严防死守,从6.75到6.79,每个价位的成交量都是300万股,支撑位定的死死的。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 蔚来护盘真的是严防死守,从6.75到6.79,每个价位的成交量都是300万股,支撑位定的死死的。","text":"$蔚来(NIO)$ 蔚来护盘真的是严防死守,从6.75到6.79,每个价位的成交量都是300万股,支撑位定的死死的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489902413476376","isVote":1,"tweetType":1,"viewCount":2865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481532631646424,"gmtCreate":1758585361075,"gmtModify":1758585363293,"author":{"id":"3533247332108093","authorId":"3533247332108093","name":"Yyyyffd","avatar":"https://static.tigerbbs.com/a940611ce467d9d874ec63ff4a6a23ac","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3533247332108093","idStr":"3533247332108093"},"themes":[],"htmlText":"搞笑的,哪里涨了","listText":"搞笑的,哪里涨了","text":"搞笑的,哪里涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481532631646424","repostId":"1194243031","repostType":2,"repost":{"id":"1194243031","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1758500123,"share":"https://www.laohu8.com/m/news/1194243031?lang=zh_CN&edition=full","pubTime":"2025-09-22 08:15","market":"hk","language":"zh","title":"市场消息:蔚来新ES8大定突破今年4万产能上限","url":"https://stock-news.laohu8.com/highlight/detail?id=1194243031","media":"老虎资讯综合","summary":"9月22日,美股夜盘时段,$蔚来(NIO)$涨近7%,报道称$蔚来(09866)$新ES8大定突破今年4万产能上限。9月20日晚,$蔚来(NIO.SI)$第三代ES8车型正式上市,这是一款纯电大三排六座/七座SUV车型。新ES8起售价比上一代车型上市时低12万元,即40.68万元,如果采用BaaS电池租赁方案,售价去到29.88万元。尽管官方没有公布定单量,但从接近蔚来高层人士处获悉,自9月20日晚锁单至今,蔚来新ES8大定数量已经超过了蔚来公布的今年4万产能上限。","content":"<html><head></head><body><p>9月22日,美股夜盘时段,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨近7%,报道称<a href=\"https://laohu8.com/S/09866\">蔚来</a>新ES8大定突破今年4万产能上限。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b9c2cefbf8b3a28d9b5d9d81ce6e801\" tg-width=\"834\" tg-height=\"834\"/></p><p>9月20日晚,<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>第三代ES8车型正式上市,这是一款纯电大三排六座/七座SUV车型。新ES8起售价比上一代车型上市时低12万元,即40.68万元,如果采用BaaS电池租赁方案,售价去到29.88万元。尽管官方没有公布定单量,但从接近蔚来高层人士处获悉,自9月20日晚锁单至今,蔚来新ES8大定数量已经超过了蔚来公布的今年4万产能上限。</p></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>市场消息:蔚来新ES8大定突破今年4万产能上限</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; 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}\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\">\n市场消息:蔚来新ES8大定突破今年4万产能上限\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-09-22 08:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月22日,美股夜盘时段,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨近7%,报道称<a href=\"https://laohu8.com/S/09866\">蔚来</a>新ES8大定突破今年4万产能上限。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b9c2cefbf8b3a28d9b5d9d81ce6e801\" tg-width=\"834\" tg-height=\"834\"/></p><p>9月20日晚,<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>第三代ES8车型正式上市,这是一款纯电大三排六座/七座SUV车型。新ES8起售价比上一代车型上市时低12万元,即40.68万元,如果采用BaaS电池租赁方案,售价去到29.88万元。尽管官方没有公布定单量,但从接近蔚来高层人士处获悉,自9月20日晚锁单至今,蔚来新ES8大定数量已经超过了蔚来公布的今年4万产能上限。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194243031","content_text":"9月22日,美股夜盘时段,蔚来涨近7%,报道称蔚来新ES8大定突破今年4万产能上限。9月20日晚,蔚来第三代ES8车型正式上市,这是一款纯电大三排六座/七座SUV车型。新ES8起售价比上一代车型上市时低12万元,即40.68万元,如果采用BaaS电池租赁方案,售价去到29.88万元。尽管官方没有公布定单量,但从接近蔚来高层人士处获悉,自9月20日晚锁单至今,蔚来新ES8大定数量已经超过了蔚来公布的今年4万产能上限。","news_type":1,"symbols_score_info":{"09866":1.5,"NIO.SI":1.5,"NIO":1.5}},"isVote":1,"tweetType":1,"viewCount":2152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472825190232296,"gmtCreate":1756468516614,"gmtModify":1756468518661,"author":{"id":"3533247332108093","authorId":"3533247332108093","name":"Yyyyffd","avatar":"https://static.tigerbbs.com/a940611ce467d9d874ec63ff4a6a23ac","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3533247332108093","idStr":"3533247332108093"},"themes":[],"htmlText":"要卖80的话,蔚来自己的5566车,咋卖呢?关键乐道的产能一直在爬坡,也来不及。","listText":"要卖80的话,蔚来自己的5566车,咋卖呢?关键乐道的产能一直在爬坡,也来不及。","text":"要卖80的话,蔚来自己的5566车,咋卖呢?关键乐道的产能一直在爬坡,也来不及。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/472825190232296","repostId":"2563604858","repostType":2,"repost":{"id":"2563604858","kind":"news","pubTimestamp":1756458706,"share":"https://www.laohu8.com/m/news/2563604858?lang=zh_CN&edition=full","pubTime":"2025-08-29 17:11","market":"hk","language":"zh","title":"蔚来秦力洪:乐道L80暂定今年不开启交付","url":"https://stock-news.laohu8.com/highlight/detail?id=2563604858","media":"每日经济新闻","summary":"8月29日,蔚来联合创始人、总裁秦力洪在2025成都国际车展上透露,目前暂定乐道L80今年不开启交付。“乐道要聚精会神干好少数几件重要的事,最近我们把乐道L90作为整个乐道品牌短期第一重点。”秦力洪称。按照年初规划,乐道汽车旗下第三款车型乐道L80将于第四季度上市发布。“我们希望先服务好乐道L90用户的需求,请给我们一点时间去考虑乐道L80适时推出的时间点。","content":"<div>\n<p>8月29日,蔚来联合创始人、总裁秦力洪在2025成都国际车展上透露,目前暂定乐道L80今年不开启交付。“乐道要聚精会神干好少数几件重要的事,最近我们把乐道L90作为整个乐道品牌短期第一重点。”秦力洪称。 按照年初规划,乐道汽车旗下第三款车型乐道L80将于第四季度上市发布。“我们希望先服务好乐道L90用户的需求,请给我们一点时间去考虑乐道L80适时推出的时间点。”乐道汽车产品负责人俞斌在接受《每日...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202508293499448871.html\">网页链接</a>\n\n</div>\n","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>蔚来秦力洪:乐道L80暂定今年不开启交付</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; 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按照年初规划,乐道汽车旗下第三款车型乐道L80将于第四季度上市发布。“我们希望先服务好乐道L90用户的需求,请给我们一点时间去考虑乐道L80适时推出的时间点。”乐道汽车产品负责人俞斌在接受《每日...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202508293499448871.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":{"09866":"蔚来-SW","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","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","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","NIO.SI":"蔚来","NIO":"蔚来","BK4099":"汽车制造商","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU0052750758.USD":"富兰克林中国基金A Acc","BK4505":"高瓴资本持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) 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5566短期销量承压,等新款都一出很有机会冲4-5w一个月了","text":"6座是大刚需,先拿到市场反馈和销量 5566短期销量承压,等新款都一出很有机会冲4-5w一个月了","html":"6座是大刚需,先拿到市场反馈和销量 5566短期销量承压,等新款都一出很有机会冲4-5w一个月了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471798103683304,"gmtCreate":1756216704756,"gmtModify":1756216706432,"author":{"id":"3533247332108093","authorId":"3533247332108093","name":"Yyyyffd","avatar":"https://static.tigerbbs.com/a940611ce467d9d874ec63ff4a6a23ac","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3533247332108093","idStr":"3533247332108093"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a><v-v data-views=\"0\"></v-v> 理想的竞争优势逐渐消失","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a><v-v data-views=\"0\"></v-v> 理想的竞争优势逐渐消失","text":"$理想汽车(LI)$ 理想的竞争优势逐渐消失","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471798103683304","isVote":1,"tweetType":1,"viewCount":1948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447916960464976,"gmtCreate":1750377619510,"gmtModify":1750377620562,"author":{"id":"3533247332108093","authorId":"3533247332108093","name":"Yyyyffd","avatar":"https://static.tigerbbs.com/a940611ce467d9d874ec63ff4a6a23ac","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3533247332108093","idStr":"3533247332108093"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$ </a><v-v data-views=\"1\"></v-v> 加电","listText":"<a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$ </a><v-v data-views=\"1\"></v-v> 加电","text":"$蔚来(NIO.SI)$ 加电","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447916960464976","isVote":1,"tweetType":1,"viewCount":1707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442462922691128,"gmtCreate":1749045677849,"gmtModify":1749046097419,"author":{"id":"3533247332108093","authorId":"3533247332108093","name":"Yyyyffd","avatar":"https://static.tigerbbs.com/a940611ce467d9d874ec63ff4a6a23ac","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3533247332108093","idStr":"3533247332108093"},"themes":[],"htmlText":"这有点搞笑,都查出金流了,怎么可能不知道背后是谁?","listText":"这有点搞笑,都查出金流了,怎么可能不知道背后是谁?","text":"这有点搞笑,都查出金流了,怎么可能不知道背后是谁?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/442462922691128","repostId":"2540663820","repostType":2,"repost":{"id":"2540663820","kind":"news","pubTimestamp":1749039480,"share":"https://www.laohu8.com/m/news/2540663820?lang=zh_CN&edition=full","pubTime":"2025-06-04 20:18","market":"sg","language":"zh","title":"李斌:黑蔚来的水军花费每月三五千万,但谁出的钱不知道","url":"https://stock-news.laohu8.com/highlight/detail?id=2540663820","media":"市场资讯","summary":"今日,蔚来创始人、董事长、CEO 李斌和总裁秦力洪回应了近期蔚来面临的多方面问题。李斌透露,当前舆论环境变化巨大,尽管批评声不断,但水军行为令人反感。李斌强调,尽管难以治理,但希望能加大打击力度以缓解问题。为了防止水军干扰,蔚来直播有时花费不菲,甚至超过直播本身成本,最终不得不关闭评论区。李斌还表示,每月用于攻击蔚来的水军资金约三五千万,但具体资助者不明。","content":"<html><body><div>\n<blockquote><p> 炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会!</p></blockquote> <p cms-style=\"font-L\">今日,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>创始人、董事长、CEO 李斌和总裁秦力洪回应了近期<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>面临的多方面问题。李斌透露,当前舆论环境变化巨大,尽管批评声不断,但水军行为令人反感。</p><p cms-style=\"font-L\">他指出水军运作复杂,背后有庞大的产业链,进攻和防守往往出自同一拨人之手,类似于电信诈骗。李斌强调,尽管难以治理,但希望能加大打击力度以缓解问题。为了防止水军干扰,蔚来直播有时花费不菲,甚至超过直播本身成本,最终不得不关闭评论区。李斌还表示,每月用于攻击蔚来的水军资金约三五千万,但具体资助者不明。</p><p cms-style=\"font-L\">他指出,如今蔚来处于依靠自身管理走出困境的阶段,涉及多品牌、产品、组织、供应链及销售等多方面管理。相较于 2019 年,虽然当时更为艰难,但如今竞争更加激烈,蔚来需要以追赶者姿态努力追赶。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","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>李斌:黑蔚来的水军花费每月三五千万,但谁出的钱不知道</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{ 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