G9，小鹏的救命稻草？

华尔街见闻2022-09-22

从去年11月底在广州车展亮相，到9月21日正式上市，小鹏的旗舰SUV G9预热了近一年后姗姗来迟，以一场热闹的 “春晚”拉开了帷幕。G9是小鹏进军高端市场的旗舰产品，其配置不乏亮点，配备了10%-80%最快只需15分钟的超快充；媲美卡宴的驾控感；升级智能驾驶系统为业界首个全场景X-NGP，将此前的泊车、高速或城市行车等单独功能集合衔接为一体，且不依赖高精地图。小鹏汽车CEO何小鹏表示，G9一共推出...

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_________Jok
2022-09-22
_________Jok
都吹炸了，要點臉低調點不行嗎
Amiter
2022-09-22
Amiter
[微笑]

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Q2净亏损达到 27 亿元，比一季度多了10亿元。投资者们的耐心，也渐渐被消耗。小鹏汽车股价从去年年底220港元的历史最高点，一路走低，在G9发布后的9月22日，腰斩至收盘时的53.9港元/股，当日跌幅11.57%，总市值也首度跌破千亿至928亿港元，较最高位蒸发超2000亿港元。小鹏所面临的考验，已然上升到生存的高度。在何小鹏眼中，这款“50万内最好SUV”、“替代保时捷成为新标杆”的G9，是其能否得以翻身的关键。何小鹏寄望G9可以相对走量的同时，修复产品结构帮助提升整体毛利率。他信心十足地喊出“相信 G9 明年会超过奥迪 Q5 的规模，达到月销连续 1 万台”的口号。按照年初小鹏保25万冲30万台的年度目标，G9需要贡献14%，意味着G9在10月开启交付后，四季度平均出货速度要达到1.1万台/月。一直以来，小鹏都是蔚小理三家中走性价比路线的，但这导致它售价虽低，毛利率也低，亏损更是三家中最严重的，因为销售成本非常高。目前看来，G9仍是延续了之前的策略，打性价比牌，走量为上。但G9虽然比竞品便宜，仍是小鹏目前价位最高的产品；并且在这个区间，G9的竞争对手不只是蔚来、理想两家，还有其他许多更为强劲的对手，比如华为9月初刚推出的问界M5 EV、12月将交付的阿维塔11等。在规模增长乏力，新势力贴身血拼的时代，小鹏想要靠G9扭转颓势，没那么容易。包括小鹏在内的所有新势力所面临的问题，是生死。这很残酷，但这就是现实。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":661856475,"gmtCreate":1663843086100,"gmtModify":1676537348046,"author":{"id":"3547752806843356","authorId":"3547752806843356","name":"_________Jok","avatar":"https://static.tigerbbs.com/e56bcccc6b0880cefbc6019742028036","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3547752806843356","idStr":"3547752806843356"},"htmlText":"都吹炸了，要點臉低調點不行嗎","listText":"都吹炸了，要點臉低調點不行嗎","text":"都吹炸了，要點臉低調點不行嗎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/661856475","repostId":1144339273,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9919418694,"gmtCreate":1663841863618,"gmtModify":1676537347831,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3575981766701819","idStr":"3575981766701819"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919418694","repostId":1144339273,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":5,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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