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小莲藕
小莲藕
·
2022-09-21
Interesting
There is no Nokia in the automotive world
为了活下来,此刻的传统车企正在拼尽全力。
There is no Nokia in the automotive world
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小莲藕
小莲藕
·
2021-09-17
it's quadruple witching day tonight
?【9月17日】恆指低開,美股漲跌不一,今天有啥交易計劃?
@Buy_Sell:
聊聊今日份的交易想法,包括對於大盤走勢後續的看法?看漲/看跌哪隻股票、曬曬單等等。 港股市場 9月17日訊,港股三大指數開盤漲跌不一,恆指跌0.32%報24589點,國指跌0.16%報8791點,恆生科技指數漲0.12%報6240點。盤面上,昨日領銜大跌的地產、物業板塊反彈,$富力地產(02777)$ 、$碧桂園服務(06098)$ 等皆高開,鋰電池股、體育用品股、藥品股、乳業股、建材水泥股等集體上漲,$贛鋒鋰業(01772)$ 、$李寧(02331)$ 皆漲超2%;大型科技股漲跌參半,$京東(JD)$ 高開1%,$快手-W(01024)$ 、$小米集團-W(01810)$ 小幅上漲,$騰訊控股(00700)$ 、
?【9月17日】恆指低開,美股漲跌不一,今天有啥交易計劃?
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小莲藕
小莲藕
·
2021-09-08
Facebook's metaverse is as interesting as sandbox gaming metaverse
?【9月8日】大摩:美股將大跌12%?比特幣先跌爲敬!今天買什麼?
@Buy_Sell:
聊聊今日份的交易想法,包括對於大盤走勢後續的看法?看漲/看跌哪隻股票、曬曬單等等。 港股市場 9月8日訊,港股三大指數集體高開,恆指漲0.16%報26396點,國指漲0.28%報9494點,恆生科技指數漲0.62%報6930點。 盤面上,藥品股、體育用品股、教育股、菸草概念股、濠賭股、銀行股、餐飲股多數上漲,$招商銀行(03968)$ 漲超2%;大型科技股$快手-W(01024)$ 高開3%,$騰訊控股(00700)$ 漲2%總市值重回5萬港元上方,$美團-W(03690)$ 漲1.6%;恆大概念股繼續下挫,$中國恆大(03333)$ 跌2%觸及發行價3.5港元,較年內高點已跌去約80%;內房股、黃金股、汽車股走低明顯。 美股市場 標準普爾500指數收低,納斯達克指數微升至紀錄高位,道瓊斯指數收盤下跌0.76%,標普500指數收盤下跌0.34%,納斯達克綜合指數收盤上漲0.07%。摩根士丹利預計隨着美聯儲準備放鬆寬鬆貨幣政策,美股在9-10月份將經歷一段坎坷之路。摩根士丹利將標普500指數的年終目標點位維持在4000點,較上週五收盤的4535.43點下跌約12%。 熱門中概股週二收盤多數上漲,新能源汽車股走高;區塊
?【9月8日】大摩:美股將大跌12%?比特幣先跌爲敬!今天買什麼?
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小莲藕
小莲藕
·
2021-09-06
$A2 Milk(A2M.AU)$
waiting Oz to open border
?【9月6日】看本週關鍵事件,聊今日交易計劃
@Buy_Sell:
聊聊今日份的交易想法,包括對於大盤走勢後續的看法?看漲/看跌哪隻股票、曬曬單等等。 港股市場 9月6日訊,港股三大指數集體低開,恆指跌0.29%報25827點,國指跌0.33%報9260點,恆生就指數跌0.61%報6687點。盤面上,大型科技股普跌,$美團-W(03690)$ 跌超2%,$快手-W(01024)$ 跌1.8%,$京東集團-SW(09618)$ 跌1%,$阿里巴巴-SW(09988)$ 、$網易-S(09999)$ 小幅下跌,$騰訊控股(00700)$ 漲0.29%;手機概念股、家電股、醫療設備股跌幅明顯;另一方面,教育股集體高開,$新東方在線(01797)$ 漲3.8%,$宇華教育(06169)$ 、
?【9月6日】看本週關鍵事件,聊今日交易計劃
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小莲藕
小莲藕
·
2021-09-02
watching paint to dry...had bought some Chinese stocks few days ago.
?【9月2日】漲瘋,中概再現集體大反彈!今天買什麼?
@Buy_Sell:
聊聊今日份的交易想法,包括對於大盤走勢後續的看法?看漲/看跌哪隻股票、曬曬單等等。 港股市場 9月2日,恆生指數開盤上漲175.23點,漲幅0.67%,報26203.52點;國企指數開盤上漲109.89點,漲幅1.19%,報9381.21點;紅籌指數開盤下跌3.23點,跌幅0.08%,報3936.2點。 恆生科技指數高開近2%,科技股普遍走高,$美團-W(03690)$ 漲近4%,$阿里巴巴-SW(09988)$ 漲近3%,$騰訊控股(00700)$ 漲超2%,$小米集團-W(01810)$ 漲超1%。 藥品股強勢,$京東健康(06618)$ 漲3.5%,$國藥控股(01099)$ 、$復星醫藥(02196)$ 升超2%;乳業股、教育股、汽車股、菸草概念股、物業股多數上揚;香港銀行股下跌明顯,石油股、藍籌地產股普跌。
?【9月2日】漲瘋,中概再現集體大反彈!今天買什麼?
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小莲藕
小莲藕
·
2021-09-01
hk market rebounding
?【9月1日】續漲!迴光返照還是觸底反彈?今天買什麼?
@Buy_Sell:
聊聊今日份的交易想法,包括對於大盤走勢後續的看法?看漲/看跌哪隻股票、曬曬單等等。 港股市場 9月1日,恆生指數開盤下跌7.17點,跌幅0.03%,報25871.82點;國企指數開盤下跌3.98點,跌幅0.04%,報9179.78點;紅籌指數開盤下跌6.58點,跌幅0.17%,報3907.48點;恆生科技指數漲0.39% 盤面上,手機概念股、光伏股、濠賭股、藍籌地產股、體育用品股、物管股、燃氣股多數上漲,$舜宇光學科技(02382)$ 高開3.57%;大型科技股漲跌參半,$騰訊控股(00700)$ 、$京東集團-SW(09618)$ 小幅高開,$快手-W(01024)$ 、$阿里巴巴-SW(09988)$ 跌超1%;內房股普跌,$綠城中國(03900)$ 低開逾4%,家電股、保險股、汽車股走弱,中國太保跌1.6%,$吉利汽車(00175)$ 跌1%。
?【9月1日】續漲!迴光返照還是觸底反彈?今天買什麼?
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小莲藕
小莲藕
·
2021-08-25
keep monitoring
?【8月25日】中概瘋狂反撲,今天有什麼操作?
@Buy_Sell:
聊聊今日份的交易想法,包括對於大盤走勢後續的看法?看漲/看跌哪隻股票、曬曬單等等。 港股市場 8月25日,隔夜中概股繼續反彈大漲,港股科網股集體高開,恆生科技指數漲2.54%報6609點,恆指漲079%報25930點,國指漲1.01%報9190點。 盤面上,大型科網股$騰訊控股(00700)$ 、$京東集團-SW(09618)$ 大漲逾5%,$百度集團-SW(09888)$ 、$騰訊控股(00700)$ 、$美團-W(03690)$ 大漲超4%,$快手-W(01024)$ 大漲3.3%,$美團-W(03690)$ 大漲2.58%,$京東健康(06618)$ 績後漲超7%。;教育股全線大漲,
?【8月25日】中概瘋狂反撲,今天有什麼操作?
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小莲藕
小莲藕
·
2021-08-24
ESG TREND
投資14億美元打造環保船隊,馬士基預計到2050年達到淨零排放的目標
@美股研究社:
此外,馬士基可以選擇在2025年再有另外四艘船交付。美股研究社獲悉,據智通財經消息,全球最大的集裝箱航運公司馬士基($A.P. Moeller-Maersk A/S(AMKBY)$ 正投資14億美元以打造更環保的船隊。該公司訂購了八艘以綠色甲醇爲燃料的集裝箱新船,每艘船可裝載1.6萬個集裝箱,每艘耗資1.75億美元,預計將於2024年交付。此前,爲加快脫碳進程,馬士基曾宣佈將於2023年啓用以綠色甲醇爲燃料的小型集裝箱船舶,並在2030年之前擁有一個碳中和船隊,以實現2050年淨零排放的目標。此外,該公司還於上週與丹麥公司REintegrate簽署了一份綠色甲醇合同以確保燃料供應。馬士基承認,從服務的第一天起,爲船舶找到足夠的碳中性甲醇將是“具有挑戰性的”。能夠同時使用甲醇和傳統石油衍生的低硫船用燃料的額外設計成本將佔船舶總價的10-15%。該公司計劃儘快在新船中使用碳中性e-甲醇,或可持續生物甲醇。據瞭解,馬士基並不是唯一一個開始轉型的航運公司。比利時跨國航運公司Euronav NV(EURN.US)訂購了能夠在一天內使用氨氣或液化天然氣運行的新船;大宗商品交易商嘉吉公司(Cargill Inc.)表示,計劃爲其部分船隊增加所謂的“翼帆”。本文來源:美股研究社,旨在幫助中國投資者理解世界,專注報道美國科技股和中概股,對美股感興趣的朋友趕緊關注我們
投資14億美元打造環保船隊,馬士基預計到2050年達到淨零排放的目標
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小莲藕
小莲藕
·
2021-08-20
ditch chinese stocks
?【8月20日】又見紅海一大片,今天抄底還是割肉?
@Buy_Sell:
聊聊今日份的交易想法,包括對於大盤走勢後續的看法?看漲/看跌哪隻股票、曬曬單等等。 港股市場 8月20日訊,港股三大指數低開,恆指跌0.3%報25241點,國指跌0.24%報8894點,恆生科技指數跌0.38%報6020點。 盤面上,電信股強勢,$中國聯通(00762)$ 大幅高開5.6%,中電信漲1%;藥品股、教育股、燃氣股、物管股個別走強,$宇華教育(06169)$ 、$恆大物業(06666)$ 、$華潤燃氣(01193)$ 皆漲超3%;和小米初步洽談股份出售,恆大概念股集體高開,$恆大汽車(00708)$ 大漲9%;大型科網股繼續弱勢,$阿里巴巴-SW(09988)$ 、$網易-S(09999)$ 低開2.5%,$美團-W(03690)$ 跌超1%;內房股、石油股、光伏股普
?【8月20日】又見紅海一大片,今天抄底還是割肉?
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小莲藕
小莲藕
·
2021-08-19
buy xpev
?【8月19日】美聯儲跺跺腳,股市抖三抖,今天有哪些操作?
@Buy_Sell:
聊聊今日份的交易想法,包括對於大盤走勢後續的看法?看漲/看跌哪隻股票、曬曬單等等。 港股市場 8月19日訊,港股三大指數低開,恆指跌0.31%報25787點,國指跌0.1%報9141點,恆生科技指數跌0.27%報6209點。盤面上,大型科網股漲跌不一,$騰訊控股(00700)$ 績後高開2.7%,$網易-S(09999)$ 漲2.55%,$阿里巴巴-SW(09988)$ 跌近2%,$快手-W(01024)$ 跌1%;豬肉概念股繼續大跌,$萬洲國際(00288)$ 續跌超3%;石油股、教育股、物管股、鋼鐵股普跌;藥品股強勢,$中國生物製藥(01177)$ 發盈喜,大幅高開8.5%,$白雲山(00874)$ 漲超4%;內房股、汽車股、體育用品股、光伏股多數上揚,$寶龍地產(01238)$
?【8月19日】美聯儲跺跺腳,股市抖三抖,今天有哪些操作?
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12:15","market":"us","language":"zh","title":"There is no Nokia in the automotive world","url":"https://stock-news.laohu8.com/highlight/detail?id=2268793026","media":"锂猫实验室","summary":"为了活下来,此刻的传统车企正在拼尽全力。","content":"<p><html><head></head><body>Traditional car companies outside the spotlight are fighting a turnaround. On July 11 this year, Luo Yonghao, founder of Smartisan Technology, said on the live broadcast platform: \"Traditional car companies have obviously fallen behind. In<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>In the era of electric vehicles, traditional car companies have no chance at all. \"</p><p>However, due to Lao Luo's online celebrity status and past entrepreneurial experience, many netizens left messages saying: \"Good judgment, don't judge next time.\"</p><p>In fact, Luo Yonghao's judgment is just that the correct conclusion was put at the wrong time-if he had said this last year or even at the beginning of this year, his evaluation among netizens wouldn't be so low.</p><p>However, what is quite dramatic is that as soon as he made his contemptuous remarks about traditional car companies, he immediately went to endorse a traditional car company-Volvo S90.</p><p><img src=\"https://static.tigerbbs.com/ac83d94614bf65de7662c08f0c1f732d\" tg-width=\"869\" tg-height=\"489\" referrerpolicy=\"no-referrer\"/></p><p>Although Luo Yonghao is still slapping his face from left to right, traditional car companies have finished the key battle solidly.</p><p>August data shows that among the top ten new energy vehicle sales, only \"Nezha Automobile\" can be called a \"new force\", but it also wears a traditional coat.</p><p>Other except<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>In addition,<b>They are all traditional car companies that were once looked down upon by Lao Luo and the others.</b></p><p><img src=\"https://static.tigerbbs.com/c13d463a96dda932277688a8b21d2463\" tg-width=\"659\" tg-height=\"626\" referrerpolicy=\"no-referrer\"/></p><p>But on the other hand, the traditional car companies that have risen have not relaxed their vigilance.</p><p>In March,<a href=\"https://laohu8.com/S/000625\">Changan Automobile</a>At the 2022 China Electric Vehicle 100 Forum, Chairman Zhu Huarong made no secret of the opportunities for traditional car companies in the new energy world: \"I think in the next 3-5 years, 80% of Chinese (fuel vehicle) brands will be 'Shut down and transfer' (i.e. shutdown, suspension, merger, transformation).\"</p><p>Because this battle of at least three rounds had just reached the second battle.</p><p>The first battle: traditional car companies lose</p><p>In the first round of the battle between traditional car companies and \"new forces\" in car manufacturing, the only traditional car companies that win may be<a href=\"https://laohu8.com/S/002594\">BYD</a>This enterprise, and Wang Chuanfu's famous saying has been constantly verified by reality:</p><p><b>The process of electrification is accelerating. Now it is not the big fish eating the small fish, but the fast fish eating the slow fish. Only in the fast process can overtake.</b>\"Fast\" has also become the most prominent feature of all \"new forces\" and the pursuit of thinking day and night.</p><p>Many of them have started businesses in the Internet field, which may be the most obvious reason for the fast speed of the \"new forces\". Li Bin of Bitauto.com,<a href=\"https://laohu8.com/S/ATHM\">Car Home</a>Li Xiang of UC Youshi, He XPeng of UC Youshi, everyone has the brand of the barbaric growth of the early Internet.</p><p>However, in terms of time, it is not too late for independent traditional car companies to start.</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a>, XPeng and<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Founded in 2014-2015, at the same time, Li Shufu led Geely to launch the \"Blue Geely Action Plan\", and BAIC New Energy proposed the \"Weilan Business Plan 2.0\".</p><p>After Geely launched the pure electric vehicle Emgrand EV in 2015, its sales volume reached 27,000 units that year and 49,000 units in 2016, but it did not pursue victory and continued to focus on the fuel vehicle market; In addition, from the perspective of brand strategy, Geely's new energy companies alone are Emgrand and Geometry, and internal fights have caused internal consumption of resources.</p><p><b>In essence, traditional car companies generally do not understand the essence of \"fast\"-it does not lie in starting early, but in fast route iteration, in daring to spend money, and in the courage not to hit the south wall and never look back.</b></p><p>The reason why they can't be \"fast\" is not difficult to understand. Traditional car companies are facing an \"innovation dilemma\" that almost everyone knows now-<b>It is necessary not only to continue to occupy the traditional fuel vehicle market, but also to quickly enter the new energy vehicle market, and at the same time to make trial and error at the lowest cost.</b></p><p>When the ship turns around in a catastrophe, \"path dependence\" is a too general word to explain this problem, and behind it is a naked economic account.</p><p>Li Bin's statement that \"no new energy vehicles cannot be built without 20 billion\" is not a false statement. To this day, the semi-annual reports of the three \"Wei Xiaoli\" companies show that they are still burning money at a pace of losing as little as 600 million or more than 5 billion.</p><p><img src=\"https://static.tigerbbs.com/42b389fad8686f170e85770e10227a8d\" tg-width=\"845\" tg-height=\"1021\" referrerpolicy=\"no-referrer\"/></p><p>However, the traditional car companies that have worked hard from the world of fuel vehicles have \"stable\" genes in their genes. Obviously, they cannot directly give up their \"cash cow\" business. Regardless of their investment in the new energy world, they do not have so much money to squander.</p><p>So they chose a small internal trial and error method, but the final result was a variety of chaos-some were addicted to switching oil to electricity, some were addicted to the B-end market, and some couldn't give up their old identities. In short, they didn't succeed.</p><p>The general manager of SAIC-GM once described his new energy users like this: \"There are only hundreds of thousands of individual buyers, and the rest are sold to the B-end travel market.\"</p><p>Needless to say, the new forces have won in terms of sales, and the landmark defeat of traditional car companies is the famous \"stock price\" event-on June 10, 2020, Tesla's market value surpassed Toyota, a traditional Japanese car brand, for the first time, becoming The world's most valuable car company.</p><p>Although five years have passed since the start, traditional car companies finally realized at that moment that the world has changed.</p><p>Looking back, the loss of traditional car companies in the first round was mainly due to slowness, and behind the slowness was hesitation.</p><p>Second War: New Forces Lose</p><p>If the initial hesitation and hesitation in cost mainly came from the uncertainty about the prospect of new energy, then from that moment in June 2020, traditional car companies have understood that this road has to be taken.</p><p>New energy is no longer something that only brands that have no achievements in the field of fuel vehicles in their eyes will do.<b>New energy is not even the future, but the present.</b></p><p>However, the cruel reality in front of us is that there is only one reason to lose the war, but to win the war, we need to borrow from many parties.</p><p>The first force is to wear down the old and welcome the new-<b>Build a new brand</b>。</p><p>If it is difficult to transform into a large size, then practice trumpet.</p><p>There are many brands on the market that look new but are actually backed by traditional car companies-such as Geely's Jikrypton, GAC's Aian, Dongfeng's Lantu, Changan's Avita, and Great Wall's Salon.</p><p>Those with stronger strength start a new stove by themselves, while those with weaker strength choose to join forces with major technology companies to jointly build new brands.</p><p>Of course, just a new brand is no longer enough. For example, GAC Aian released its high-end brand Hyper Haobin on September 15 just past, and Nezha, which sells for less than 100,000 yuan, has also begun to enter high-end coupes.</p><p>An aside is that when traditional car companies began to build new brands, new forces began to work hard to build factories. As rivals, the two sides embarked on each other's old path, and the exchange of personalities became what they once hated the most.</p><p>But this may be the unstoppable law of industry-ultimately, learning from each other's strengths and launching a full-scale war.</p><p><b>The second force is capital.</b></p><p>Burning money to build a car is one of the important reasons why traditional car companies have hesitated before, and smooth financing is also the confidence of new forces to make rapid progress.</p><p>Now, traditional car companies have also begun to attract money.</p><p>In recent months, a number of new energy brands, including Aian, Zhiji, Avita, and Lantu, have successively announced financing and pre-capital increase related news.</p><p>Take Jikrypton as an example. In August last year, Jikrypton won<a href=\"https://laohu8.com/S/INTC\">Intel</a>Capital,<a href=\"https://laohu8.com/S/300750\">Ningde era</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>The strategic investment of five companies, Hongshang Group and Boyu Investment, totals 500 million US dollars, accounting for about 5.6% of Jikrypton's shares, so its valuation is close to 10 billion US dollars (about 69.7 billion yuan), ranking first in the valuation of new brands of traditional car companies.</p><p>An executive of a traditional car company interviewed by a certain media once said that he has sufficient confidence in catching up with the leading independent car companies.</p><p>\"In recent years, new forces have done well and created a demand range. (Traditional car companies) had no bottom at the beginning and did not dare to invest heavily. Now that they have seen the trend, they still have the ability to catch up.\"</p><p>In fact, the data proves that traditional car companies have won the second battle steadily. Many companies on the 2015 list have disappeared, and even \"Wei Xiaoli\", who is still in the top ten in 2021, has disappeared from this year's list.</p><p><img src=\"https://static.tigerbbs.com/67f6c20555bb46b492e752ace4a338a5\" tg-width=\"869\" tg-height=\"825\" referrerpolicy=\"no-referrer\"/></p><p>When the sales volume is a big victory, traditional car companies that can survive in the consumption rhythm of \"selling cars and losing money\" are also more likely to win.</p><p>After all, it is lucky for the original new car-making force to be overtaken by traditional car companies in sales, and countless once-famous brands have died on the eve of dawn, such as BYTON, Sailin, and Bojun.</p><p>Third battle:?</p><p>Traditional car companies that won the second round will face a more complex and unpredictable battlefield.</p><p>In the traditional automobile industry, the fuel vehicle drive system with internal combustion engine as the core is a mechanical system with a complex powertrain assembly line. In addition, the fuel pipe, fuel tank and exhaust pipe need to be considered on the chassis, and the process flow is very complicated.</p><p>Therefore, the OEM is a system that constantly polishes technology and accumulates experience. Parts can be purchased from outside, but the polishing system must be its own. Of course, if there is a certain part that can manage the role of the whole vehicle, then the OEM will generally choose independent research and development and will not hand it over to others.</p><p><img src=\"https://static.tigerbbs.com/7d5b52c317af2675f77a2b8228bf63a6\" tg-width=\"925\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/></p><p>Source: \"Analysis of Pure Electric Vehicle Assembly Process Based on Comparison with Traditional Vehicles\", drawing by Lithium Cat Laboratory</p><p>Under such a technical landscape, the profit link of car manufacturing is also concentrated in the hands of OEMs.</p><p>But in the era of electric vehicles, the situation is very different.</p><p>When the battery, which accounts for 40% of the cost, becomes the heart of the car, and the intelligent system with almost no marginal cost becomes the soul of the car, the traditional value chain of the car is being reshaped and rewritten.</p><p>GAC laments \"working\" for CATL, and everyone will<a href=\"https://laohu8.com/S/601127\">Cyrus</a>It is regarded as Huawei's \"foundry\", and the reasons behind it are all based on this.</p><p><b>The outcome of the third war is still unknown, but what can be seen is that no powerful traditional car company is willing to hand over its heart and soul to others.</b></p><p>Independent car companies such as Geely, Great Wall, Guangzhou Automobile, etc. have all achieved a dual-line layout in the fields of electrification and intelligence through internal incubation.</p><p><a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>Through Yikatong, it focuses on smart cockpit and autonomous driving, and recently acquired Meizu mobile phones, committed to creating a smart cockpit experience that integrates car, machine and mobile phone.</p><p><a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>In the field of electrification, it has incubated Honeycomb Energy and mastered the battery supply chain. In terms of intelligence, it has incubated companies such as Xiandou Intelligence, which focuses on smart cockpits, and Haomo Zhixing (now independent), which focuses on autonomous driving.</p><p>While supporting secondary suppliers, GAC researches its own batteries, and has also developed the ADiGO autonomous driving system in terms of intelligence.</p><p>Traditional car companies that are not so confident choose to join forces with Internet companies. For example, Cyrus and Changan have chosen to cooperate with Huawei.</p><p>Although such a way of cooperation will make car companies \"lose their souls\" to a certain extent, it combines the resource advantages of traditional car companies in the supply chain and accumulated many years of manufacturing experience, as well as the self-driving technology of Internet companies at the bottom of the box, at least It can ensure safe survival.</p><p><b>However, if compared horizontally, weaker traditional car companies still hope to sell their souls in exchange for survival, then there may only be one fate waiting for weaker \"new power\" car companies-death.</b></p><p>Epilogue</p><p>Killed by the times<a href=\"https://laohu8.com/S/NOK\">Nokia</a>CEO Ollila famously said, \"We didn't do anything wrong, but for some reason, we lost.\"</p><p>It is often said that today's new energy vehicles are just like the smartphones of those days, and with the lessons learned from the past, no car company is willing to become<a href=\"https://laohu8.com/S/0HAF.UK\">Nokia</a>。</p><p>However, even if they lost, they might already know why they lost.</p><p>But no matter what the outcome is, in order to survive, traditional car companies are doing their best at this moment.</p><p></body></html></p>","source":"lsy1646112585011","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>There is no Nokia in the automotive world</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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\">\nThere is no Nokia in the automotive world\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">锂猫实验室</strong><span class=\"h-time small\">2022-09-19 12:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Traditional car companies outside the spotlight are fighting a turnaround. On July 11 this year, Luo Yonghao, founder of Smartisan Technology, said on the live broadcast platform: \"Traditional car companies have obviously fallen behind. In<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>In the era of electric vehicles, traditional car companies have no chance at all. \"</p><p>However, due to Lao Luo's online celebrity status and past entrepreneurial experience, many netizens left messages saying: \"Good judgment, don't judge next time.\"</p><p>In fact, Luo Yonghao's judgment is just that the correct conclusion was put at the wrong time-if he had said this last year or even at the beginning of this year, his evaluation among netizens wouldn't be so low.</p><p>However, what is quite dramatic is that as soon as he made his contemptuous remarks about traditional car companies, he immediately went to endorse a traditional car company-Volvo S90.</p><p><img src=\"https://static.tigerbbs.com/ac83d94614bf65de7662c08f0c1f732d\" tg-width=\"869\" tg-height=\"489\" referrerpolicy=\"no-referrer\"/></p><p>Although Luo Yonghao is still slapping his face from left to right, traditional car companies have finished the key battle solidly.</p><p>August data shows that among the top ten new energy vehicle sales, only \"Nezha Automobile\" can be called a \"new force\", but it also wears a traditional coat.</p><p>Other except<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>In addition,<b>They are all traditional car companies that were once looked down upon by Lao Luo and the others.</b></p><p><img src=\"https://static.tigerbbs.com/c13d463a96dda932277688a8b21d2463\" tg-width=\"659\" tg-height=\"626\" referrerpolicy=\"no-referrer\"/></p><p>But on the other hand, the traditional car companies that have risen have not relaxed their vigilance.</p><p>In March,<a href=\"https://laohu8.com/S/000625\">Changan Automobile</a>At the 2022 China Electric Vehicle 100 Forum, Chairman Zhu Huarong made no secret of the opportunities for traditional car companies in the new energy world: \"I think in the next 3-5 years, 80% of Chinese (fuel vehicle) brands will be 'Shut down and transfer' (i.e. shutdown, suspension, merger, transformation).\"</p><p>Because this battle of at least three rounds had just reached the second battle.</p><p>The first battle: traditional car companies lose</p><p>In the first round of the battle between traditional car companies and \"new forces\" in car manufacturing, the only traditional car companies that win may be<a href=\"https://laohu8.com/S/002594\">BYD</a>This enterprise, and Wang Chuanfu's famous saying has been constantly verified by reality:</p><p><b>The process of electrification is accelerating. Now it is not the big fish eating the small fish, but the fast fish eating the slow fish. Only in the fast process can overtake.</b>\"Fast\" has also become the most prominent feature of all \"new forces\" and the pursuit of thinking day and night.</p><p>Many of them have started businesses in the Internet field, which may be the most obvious reason for the fast speed of the \"new forces\". Li Bin of Bitauto.com,<a href=\"https://laohu8.com/S/ATHM\">Car Home</a>Li Xiang of UC Youshi, He XPeng of UC Youshi, everyone has the brand of the barbaric growth of the early Internet.</p><p>However, in terms of time, it is not too late for independent traditional car companies to start.</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a>, XPeng and<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Founded in 2014-2015, at the same time, Li Shufu led Geely to launch the \"Blue Geely Action Plan\", and BAIC New Energy proposed the \"Weilan Business Plan 2.0\".</p><p>After Geely launched the pure electric vehicle Emgrand EV in 2015, its sales volume reached 27,000 units that year and 49,000 units in 2016, but it did not pursue victory and continued to focus on the fuel vehicle market; In addition, from the perspective of brand strategy, Geely's new energy companies alone are Emgrand and Geometry, and internal fights have caused internal consumption of resources.</p><p><b>In essence, traditional car companies generally do not understand the essence of \"fast\"-it does not lie in starting early, but in fast route iteration, in daring to spend money, and in the courage not to hit the south wall and never look back.</b></p><p>The reason why they can't be \"fast\" is not difficult to understand. Traditional car companies are facing an \"innovation dilemma\" that almost everyone knows now-<b>It is necessary not only to continue to occupy the traditional fuel vehicle market, but also to quickly enter the new energy vehicle market, and at the same time to make trial and error at the lowest cost.</b></p><p>When the ship turns around in a catastrophe, \"path dependence\" is a too general word to explain this problem, and behind it is a naked economic account.</p><p>Li Bin's statement that \"no new energy vehicles cannot be built without 20 billion\" is not a false statement. To this day, the semi-annual reports of the three \"Wei Xiaoli\" companies show that they are still burning money at a pace of losing as little as 600 million or more than 5 billion.</p><p><img src=\"https://static.tigerbbs.com/42b389fad8686f170e85770e10227a8d\" tg-width=\"845\" tg-height=\"1021\" referrerpolicy=\"no-referrer\"/></p><p>However, the traditional car companies that have worked hard from the world of fuel vehicles have \"stable\" genes in their genes. Obviously, they cannot directly give up their \"cash cow\" business. Regardless of their investment in the new energy world, they do not have so much money to squander.</p><p>So they chose a small internal trial and error method, but the final result was a variety of chaos-some were addicted to switching oil to electricity, some were addicted to the B-end market, and some couldn't give up their old identities. In short, they didn't succeed.</p><p>The general manager of SAIC-GM once described his new energy users like this: \"There are only hundreds of thousands of individual buyers, and the rest are sold to the B-end travel market.\"</p><p>Needless to say, the new forces have won in terms of sales, and the landmark defeat of traditional car companies is the famous \"stock price\" event-on June 10, 2020, Tesla's market value surpassed Toyota, a traditional Japanese car brand, for the first time, becoming The world's most valuable car company.</p><p>Although five years have passed since the start, traditional car companies finally realized at that moment that the world has changed.</p><p>Looking back, the loss of traditional car companies in the first round was mainly due to slowness, and behind the slowness was hesitation.</p><p>Second War: New Forces Lose</p><p>If the initial hesitation and hesitation in cost mainly came from the uncertainty about the prospect of new energy, then from that moment in June 2020, traditional car companies have understood that this road has to be taken.</p><p>New energy is no longer something that only brands that have no achievements in the field of fuel vehicles in their eyes will do.<b>New energy is not even the future, but the present.</b></p><p>However, the cruel reality in front of us is that there is only one reason to lose the war, but to win the war, we need to borrow from many parties.</p><p>The first force is to wear down the old and welcome the new-<b>Build a new brand</b>。</p><p>If it is difficult to transform into a large size, then practice trumpet.</p><p>There are many brands on the market that look new but are actually backed by traditional car companies-such as Geely's Jikrypton, GAC's Aian, Dongfeng's Lantu, Changan's Avita, and Great Wall's Salon.</p><p>Those with stronger strength start a new stove by themselves, while those with weaker strength choose to join forces with major technology companies to jointly build new brands.</p><p>Of course, just a new brand is no longer enough. For example, GAC Aian released its high-end brand Hyper Haobin on September 15 just past, and Nezha, which sells for less than 100,000 yuan, has also begun to enter high-end coupes.</p><p>An aside is that when traditional car companies began to build new brands, new forces began to work hard to build factories. As rivals, the two sides embarked on each other's old path, and the exchange of personalities became what they once hated the most.</p><p>But this may be the unstoppable law of industry-ultimately, learning from each other's strengths and launching a full-scale war.</p><p><b>The second force is capital.</b></p><p>Burning money to build a car is one of the important reasons why traditional car companies have hesitated before, and smooth financing is also the confidence of new forces to make rapid progress.</p><p>Now, traditional car companies have also begun to attract money.</p><p>In recent months, a number of new energy brands, including Aian, Zhiji, Avita, and Lantu, have successively announced financing and pre-capital increase related news.</p><p>Take Jikrypton as an example. In August last year, Jikrypton won<a href=\"https://laohu8.com/S/INTC\">Intel</a>Capital,<a href=\"https://laohu8.com/S/300750\">Ningde era</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>The strategic investment of five companies, Hongshang Group and Boyu Investment, totals 500 million US dollars, accounting for about 5.6% of Jikrypton's shares, so its valuation is close to 10 billion US dollars (about 69.7 billion yuan), ranking first in the valuation of new brands of traditional car companies.</p><p>An executive of a traditional car company interviewed by a certain media once said that he has sufficient confidence in catching up with the leading independent car companies.</p><p>\"In recent years, new forces have done well and created a demand range. (Traditional car companies) had no bottom at the beginning and did not dare to invest heavily. Now that they have seen the trend, they still have the ability to catch up.\"</p><p>In fact, the data proves that traditional car companies have won the second battle steadily. Many companies on the 2015 list have disappeared, and even \"Wei Xiaoli\", who is still in the top ten in 2021, has disappeared from this year's list.</p><p><img src=\"https://static.tigerbbs.com/67f6c20555bb46b492e752ace4a338a5\" tg-width=\"869\" tg-height=\"825\" referrerpolicy=\"no-referrer\"/></p><p>When the sales volume is a big victory, traditional car companies that can survive in the consumption rhythm of \"selling cars and losing money\" are also more likely to win.</p><p>After all, it is lucky for the original new car-making force to be overtaken by traditional car companies in sales, and countless once-famous brands have died on the eve of dawn, such as BYTON, Sailin, and Bojun.</p><p>Third battle:?</p><p>Traditional car companies that won the second round will face a more complex and unpredictable battlefield.</p><p>In the traditional automobile industry, the fuel vehicle drive system with internal combustion engine as the core is a mechanical system with a complex powertrain assembly line. In addition, the fuel pipe, fuel tank and exhaust pipe need to be considered on the chassis, and the process flow is very complicated.</p><p>Therefore, the OEM is a system that constantly polishes technology and accumulates experience. Parts can be purchased from outside, but the polishing system must be its own. Of course, if there is a certain part that can manage the role of the whole vehicle, then the OEM will generally choose independent research and development and will not hand it over to others.</p><p><img src=\"https://static.tigerbbs.com/7d5b52c317af2675f77a2b8228bf63a6\" tg-width=\"925\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/></p><p>Source: \"Analysis of Pure Electric Vehicle Assembly Process Based on Comparison with Traditional Vehicles\", drawing by Lithium Cat Laboratory</p><p>Under such a technical landscape, the profit link of car manufacturing is also concentrated in the hands of OEMs.</p><p>But in the era of electric vehicles, the situation is very different.</p><p>When the battery, which accounts for 40% of the cost, becomes the heart of the car, and the intelligent system with almost no marginal cost becomes the soul of the car, the traditional value chain of the car is being reshaped and rewritten.</p><p>GAC laments \"working\" for CATL, and everyone will<a href=\"https://laohu8.com/S/601127\">Cyrus</a>It is regarded as Huawei's \"foundry\", and the reasons behind it are all based on this.</p><p><b>The outcome of the third war is still unknown, but what can be seen is that no powerful traditional car company is willing to hand over its heart and soul to others.</b></p><p>Independent car companies such as Geely, Great Wall, Guangzhou Automobile, etc. have all achieved a dual-line layout in the fields of electrification and intelligence through internal incubation.</p><p><a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>Through Yikatong, it focuses on smart cockpit and autonomous driving, and recently acquired Meizu mobile phones, committed to creating a smart cockpit experience that integrates car, machine and mobile phone.</p><p><a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>In the field of electrification, it has incubated Honeycomb Energy and mastered the battery supply chain. In terms of intelligence, it has incubated companies such as Xiandou Intelligence, which focuses on smart cockpits, and Haomo Zhixing (now independent), which focuses on autonomous driving.</p><p>While supporting secondary suppliers, GAC researches its own batteries, and has also developed the ADiGO autonomous driving system in terms of intelligence.</p><p>Traditional car companies that are not so confident choose to join forces with Internet companies. For example, Cyrus and Changan have chosen to cooperate with Huawei.</p><p>Although such a way of cooperation will make car companies \"lose their souls\" to a certain extent, it combines the resource advantages of traditional car companies in the supply chain and accumulated many years of manufacturing experience, as well as the self-driving technology of Internet companies at the bottom of the box, at least It can ensure safe survival.</p><p><b>However, if compared horizontally, weaker traditional car companies still hope to sell their souls in exchange for survival, then there may only be one fate waiting for weaker \"new power\" car companies-death.</b></p><p>Epilogue</p><p>Killed by the times<a href=\"https://laohu8.com/S/NOK\">Nokia</a>CEO Ollila famously said, \"We didn't do anything wrong, but for some reason, we lost.\"</p><p>It is often said that today's new energy vehicles are just like the smartphones of those days, and with the lessons learned from the past, no car company is willing to become<a href=\"https://laohu8.com/S/0HAF.UK\">Nokia</a>。</p><p>However, even if they lost, they might already know why they lost.</p><p>But no matter what the outcome is, in order to survive, traditional car companies are doing their best at this moment.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://mp.weixin.qq.com/s/2L5_yzfs3XtgKgfBFiAkeg\">锂猫实验室</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a530a2a17bc301499c9e286759c5657e","relate_stocks":{"000625":"长安汽车","XPEV":"小鹏汽车","00175":"吉利汽车","002594":"比亚迪","TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/2L5_yzfs3XtgKgfBFiAkeg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268793026","content_text":"聚光灯外的传统车企,正在打一场翻身仗。今年7月11日,锤子科技创始人罗永浩在直播平台表示:“传统车企已经明显掉队,在智能电动汽车时代,传统车企已经完全没有机会。”不过,由于老罗的网红身份和过往的创业经历,不少网友留言表示:“判断得好,下次不要判断了”。其实,罗永浩的判断只是正确的结论放在了错误的时间点上——如果是去年甚至今年年初说出这番话,他在网友中的评价还不会那么低。不过,颇具戏剧性的一点是,他前脚刚发表完这番对传统车企的鄙视言论,后脚就立刻去代言了一家传统车企——沃尔沃S90。虽然罗永浩还在左右打脸,但传统车企已经结结实实地打完了关键一仗。8月数据显示,新能源汽车销量前十名中只有“哪吒汽车”称得上是“新势力”,但也带着传统外衣。其他除了特斯拉之外,全部是一度被老罗一列们看不上的传统车企。不过另一边,已经奋起的传统车企们并没有放松警惕。今年3月,长安汽车董事长朱华荣在2022年中国电动汽车百人会论坛上,对于传统车企在新能源世界的机会毫不讳言地说:“我认为未来3-5年,会有80%的中国(燃油车)品牌‘关停并转’(即关闭、停产、合并、转型)。”因为这一场至少三回合的战役,才刚刚打到第二场。第一战:传统车企输在传统车企与造车“新势力”之争的第一回合,胜出的传统车企或许只有比亚迪这家企业,而王传福的那句名言更是得到了现实的不断验证:电动化的进程在加速,现在不是大鱼吃小鱼,而是快鱼吃慢鱼,只有在快的过程中才能超车。“快”也成了所有“新势力”最显著的特征以及日思夜想的追求。多在互联网领域创业过,或许是“新势力”们速度快的最明显原因,易车网的李斌、汽车之家的李想,UC优视的何小鹏,每个人身上都带着早期互联网野蛮生长的烙印。然而,若论时间,自主传统车企的起步并不晚。蔚来、小鹏和理想汽车成立于 2014-2015年,就在同时期,李书福带着吉利启动了 “蓝色吉利行动计划”,北汽新能源则提出了 “卫蓝事业计划 2.0”。吉利2015年推出纯电车帝豪EV后,当年销量达到2.7万辆,2016年销量高达4.9万辆,却没有乘胜追击,继续专注于燃油车市场;此外,从品牌战略上来说,光是吉利旗下做新能源的就又是帝豪、又是几何,内部打架,造成了资源内耗。从本质上来说,传统车企普遍没有理解“快”的本质——它不在于动身早,而在于路线迭代快,在于敢下血本,在于不撞南墙不回头的魄力。他们无法做到“快”的原因也不难理解,传统车企们面临着一个如今已几乎人人皆知的“创新窘境”——既要继续占据传统燃油车市场,又要快速切入到新能源车市场,同时还要以最小的成本试错。船大难掉头,“路径依赖”在解释这个问题上,是一个太过笼统的词,它的背后是赤裸裸的经济账。李斌说的“没有200亿造不出新能源车”并非虚言,时至今日,“蔚小理”三家的半年报显示,他们仍在以少则亏6亿多则亏50亿的节奏持续烧钱。而从燃油车世界打拼出来的传统车企,基因里带着“稳定”的基因,显然无法直接放弃自己的“现金牛”业务,不管不顾地投入新能源世界,他们也没有那么多资金可供挥霍。于是他们选择了内部小幅试错的方式,但最终结果是五花八门的乱——有的沉迷油改电、有的沉迷B端市场、有的割舍不掉老身份,总之没有成功。上汽通用总经理曾经这样描述自家的新能源用户:“个人买家只有十几万,剩下的都卖给B端出行市场了。”销量上新势力们取得胜利自不必说,而传统车企的标志性败局则是著名的“股价”事件——2020年6月10日,特斯拉的市值首次超越日系传统车品牌丰田,成为全球市值最高的车企。虽然距离起步已过去5年,但传统车企那一刻才终于意识到——世界已经变了。回头看,传统车企第一回合的输,主要输在了慢,慢的背后则是犹豫不定。第二战:新势力输如果说最开始在成本上的踟蹰与犹疑主要来自对于新能源前景判断的不确定,那么在2020年6月的那一刻起,传统车企已经明白——这条路不得不走。新能源不再是他们眼中在燃油车领域毫无成就的品牌才会去做的事,新能源甚至已经不是未来,而是现在。然而,摆在眼前的残酷现实是,输掉战争只要一个理由,想赢得战争却需要多方借力。第一力,是破旧迎新——打造一个新的品牌。大号转型困难,那就练小号。市面上出现很多看起来新实际上却背靠传统车企的品牌——比如吉利的极氪、广汽的埃安、东风的岚图、长安的阿维塔、长城的沙龙。实力强一些的自己另起炉灶,实力稍弱的则选择与科技大厂联手,共同打造新的品牌。当然,如今只是一个新的品牌已经又不够,如广汽埃安在刚刚过去的9月15日发布了其高端品牌Hyper昊铂,售价10万元以下的哪吒也开始进军高端轿跑。一个题外话是,在传统车企开始塑造新的品牌时,新势力则开始努力建厂,作为对手的双方分别走上了对方的老路,人设互换,纷纷成为了自己曾经最讨厌的样子。但这或许就是不可阻挡的产业规律——最终是取长补短,发起全面战争。第二力,是资本。造车就要烧钱,是传统车企此前踌躇的重要原因之一,而融资顺利也正是新势力们突飞猛进的底气。现在,传统车企也开始吸金了。近几个月来,包括埃安、智己、阿维塔、岚图在内的多个新能源品牌先后宣布了融资和预增资的相关消息。以极氪为例,去年8月,极氪获得了英特尔资本、宁德时代、哔哩哔哩、鸿商集团和博裕投资五家公司的战略投资,总额为5亿美元,占极氪股比约为 5.6%,因此其估值已经接近 100 亿美元(约合 697 亿元),位居传统车企新品牌的估值榜首。接受某媒体采访的传统车企高管曾表示,他对头部的自主车企迎头赶上拥有充足的信心。“这几年新势力做得不错,也创造了一个需求区间。(传统车企)当初没底,不敢大投入,现在看到趋势了,还是有能力迎头赶上的”。而事实上,数据证明,传统车企这第二仗,已经稳稳地赢了。2015年榜单上的很多企业已经不见踪影,就连2021年还在前十的“蔚小理”也在今年的榜单上销声匿迹。而在销量大胜之时,比谁能在“卖车亏钱”的消耗节奏里存活,家底更厚还有燃油车不断输血的传统车企,也更有可能取得胜利。毕竟最初的造车新势力,如今销量被传统车企反超已属好运,更有无数曾经名扬一时的品牌,已经死在了黎明的前夜,如曾经的拜腾、赛麟、博郡。第三战:?赢下了第二回合的传统车企,将面对的是更加复杂和难以预测的战场。在传统汽车产业中,以内燃机为核心的燃油车驱动系统是一个机械系统,有复杂的动力总成分装线,此外在底盘上还需要考虑油管、燃油箱和排气管,工艺流程十分复杂。因此整车厂是一个不断打磨技术、积累经验的系统,零部件可以向外采购,但打磨的系统一定是自己的,当然,如果有某个零部件能够统管整车的作用,那么整车厂一般会选择自主研发,不会交到别人手里。来源:《基于与传统汽车比较的纯电动汽车总装工艺分析》,锂猫实验室制图在这样的技术格局之下,造车的利润环节也集中于主机厂手中。但到了电动车时代,情形已经大不一样。当占据40%成本的电池成为汽车的心脏,几乎没有边际成本的智能化系统成为汽车的灵魂之后,汽车的传统价值链正在被重塑与改写。广汽哀嚎为宁德时代“打工”,众人将赛力斯视作华为的“代工厂”,背后的缘由无不基于此。第三战的结局尚不可知,但可以看到的是,没有一家有实力的传统车企愿意将心脏与灵魂拱手让人。自主车企如吉利、长城、广汽等,都通过内部孵化的方式在电气化和智能化领域实现双线布局。吉利汽车通过亿咖通,专注于智能座舱与自动驾驶,并且在近期收购了魅族手机,致力于打造车机手机一体的智能座舱体验。长城汽车在电气化领域孵化了蜂巢能源,掌握电池供应链,在智能化方面孵化了专注于智能座舱的仙豆智能,专注于自动驾驶的毫末智行(现已独立)等企业。广汽则一边扶持二供,一边自己研究电池,在智能化上也开发了ADiGO自动驾驶系统。没那么有信心的传统车企,则选择与互联网企业合力,如赛力斯、长安都选择了与华为合作。虽然这样的合作方式,会让车企在一定程度上“失去灵魂”,但集合传统车企在供应链上的资源优势和积累多年的制造经验,以及互联网企业压箱底的自动驾驶技术,至少可以确保生存无虞。不过,如果横向比较,实力较弱的传统车企还有希望通过出卖灵魂换取生存,那等待实力较弱的“新势力”车企的或许只有一个命运——死亡。尾声被时代干掉的诺基亚的CEO奥利拉有句名言:”我们并没有做错什么,但不知为什么,我们输了。”常有人说,现在的新能源车就如同当年的智能手机,而有了前车之鉴,没有一家车企愿意成为诺基亚。只不过就算输了,他们或许已经知道自己为什么而输。但无论结局如何,为了活下来,此刻的传统车企正在拼尽全力。","news_type":1,"symbols_score_info":{"TSLA":0.9,"00175":0.9,"002594":0.9,"XPEV":0.9,"000625":0.9}},"isVote":1,"tweetType":1,"viewCount":2731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884103786,"gmtCreate":1631863416145,"gmtModify":1676530655683,"author":{"id":"3572578338939414","authorId":"3572578338939414","name":"小莲藕","avatar":"https://static.tigerbbs.com/8d2a8f72b6497b58c13239c129ececc7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572578338939414","idStr":"3572578338939414"},"themes":[],"htmlText":"it's 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dry...had bought some Chinese stocks few days ago.","text":"watching paint to dry...had bought some Chinese stocks few days ago.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/812600300","repostId":"812398122","repostType":1,"repost":{"id":812398122,"gmtCreate":1630550896162,"gmtModify":1676530337909,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"?【9月2日】漲瘋,中概再現集體大反彈!今天買什麼?","htmlText":"聊聊今日份的交易想法,包括對於大盤走勢後續的看法?看漲/看跌哪隻股票、曬曬單等等。 港股市場 9月2日,恆生指數開盤上漲175.23點,漲幅0.67%,報26203.52點;國企指數開盤上漲109.89點,漲幅1.19%,報9381.21點;紅籌指數開盤下跌3.23點,跌幅0.08%,報3936.2點。 恆生科技指數高開近2%,科技股普遍走高,<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美團-W(03690)$</a> 漲近4%,<a target=\"_blank\" 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href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a> 漲超1%。 藥品股強勢,<a target=\"_blank\" href=\"https://laohu8.com/S/06618\">$京東健康(06618)$</a> 漲3.5%,<a target=\"_blank\" href=\"https://laohu8.com/S/01099\">$國藥控股(01099)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02196\">$復星醫藥(02196)$</a> 升超2%;乳業股、教育股、汽車股、菸草概念股、物業股多數上揚;香港銀行股下跌明顯,石油股、藍籌地產股普跌。","text":"聊聊今日份的交易想法,包括對於大盤走勢後續的看法?看漲/看跌哪隻股票、曬曬單等等。 港股市場 9月2日,恆生指數開盤上漲175.23點,漲幅0.67%,報26203.52點;國企指數開盤上漲109.89點,漲幅1.19%,報9381.21點;紅籌指數開盤下跌3.23點,跌幅0.08%,報3936.2點。 恆生科技指數高開近2%,科技股普遍走高,$美團-W(03690)$ 漲近4%,$阿里巴巴-SW(09988)$ 漲近3%,$騰訊控股(00700)$ 漲超2%,$小米集團-W(01810)$ 漲超1%。 藥品股強勢,$京東健康(06618)$ 漲3.5%,$國藥控股(01099)$ 、$復星醫藥(02196)$ 升超2%;乳業股、教育股、汽車股、菸草概念股、物業股多數上揚;香港銀行股下跌明顯,石油股、藍籌地產股普跌。","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812398122","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816260654,"gmtCreate":1630503989678,"gmtModify":1676530322657,"author":{"id":"3572578338939414","authorId":"3572578338939414","name":"小莲藕","avatar":"https://static.tigerbbs.com/8d2a8f72b6497b58c13239c129ececc7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572578338939414","idStr":"3572578338939414"},"themes":[],"htmlText":"hk market rebounding","listText":"hk market rebounding","text":"hk market rebounding","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/816260654","repostId":"816304595","repostType":1,"repost":{"id":816304595,"gmtCreate":1630464679814,"gmtModify":1676530310974,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"?【9月1日】續漲!迴光返照還是觸底反彈?今天買什麼?","htmlText":"聊聊今日份的交易想法,包括對於大盤走勢後續的看法?看漲/看跌哪隻股票、曬曬單等等。 港股市場 9月1日,恆生指數開盤下跌7.17點,跌幅0.03%,報25871.82點;國企指數開盤下跌3.98點,跌幅0.04%,報9179.78點;紅籌指數開盤下跌6.58點,跌幅0.17%,報3907.48點;恆生科技指數漲0.39% 盤面上,手機概念股、光伏股、濠賭股、藍籌地產股、體育用品股、物管股、燃氣股多數上漲,<a target=\"_blank\" href=\"https://laohu8.com/S/02382\">$舜宇光學科技(02382)$</a> 高開3.57%;大型科技股漲跌參半,<a target=\"_blank\" 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xpev","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838020898","repostId":"831486979","repostType":1,"repost":{"id":831486979,"gmtCreate":1629340864087,"gmtModify":1676530008481,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"?【8月19日】美聯儲跺跺腳,股市抖三抖,今天有哪些操作?","htmlText":"聊聊今日份的交易想法,包括對於大盤走勢後續的看法?看漲/看跌哪隻股票、曬曬單等等。 港股市場 8月19日訊,港股三大指數低開,恆指跌0.31%報25787點,國指跌0.1%報9141點,恆生科技指數跌0.27%報6209點。盤面上,大型科網股漲跌不一,<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$騰訊控股(00700)$</a> 績後高開2.7%,<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$網易-S(09999)$</a> 漲2.55%,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 跌近2%,<a target=\"_blank\" 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