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工信部组织召开支持新能源汽车加快发展座谈会
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.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工信部组织召开支持新能源汽车加快发展座谈会\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\">2021-08-26 19:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月26日电，为支持新能源汽车加快发展，今日上午，装备工业一司在京组织召开座谈会，听取行业企业意见建议。参会代表对新能源汽车产业发展形势和存在问题进行了深入分析，围绕支持产业加快发展，结合汽车产业碳达峰碳中和目标实现，分别从加强部门工作协同、完善财税支持政策、加快基础设施建设、统筹布局产业链上下游环节、加强安全监管等研提了意见建议。</p>\n<p>上汽、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>等企业代表，装备中心、汽车协会、汽车学会、中汽中心、<a href=\"https://laohu8.com/S/601965\">中国汽研</a>、百人会、动力电池联盟、充电联盟等行业机构代表参加会议。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/edb5904d62b10798f760277be625646d","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104248881","content_text":"8月26日电，为支持新能源汽车加快发展，今日上午，装备工业一司在京组织召开座谈会，听取行业企业意见建议。参会代表对新能源汽车产业发展形势和存在问题进行了深入分析，围绕支持产业加快发展，结合汽车产业碳达峰碳中和目标实现，分别从加强部门工作协同、完善财税支持政策、加快基础设施建设、统筹布局产业链上下游环节、加强安全监管等研提了意见建议。\n上汽、比亚迪、蔚来、宁德时代等企业代表，装备中心、汽车协会、汽车学会、中汽中心、中国汽研、百人会、动力电池联盟、充电联盟等行业机构代表参加会议。","news_type":1},"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":271818044280944,"gmtCreate":1707413586384,"gmtModify":1707413664465,"author":{"id":"3479781612547227","authorId":"3479781612547227","name":"笑瞰","avatar":"https://static.tigerbbs.com/75ef14fc2b65dcf11fc94ccd61b52b18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479781612547227","authorIdStr":"3479781612547227"},"themes":[],"htmlText":"<a 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20:15","market":"us","language":"zh","title":"特斯拉申请扩大弗里蒙特工厂的Model Y生产线","url":"https://stock-news.laohu8.com/highlight/detail?id=2165393118","media":"新浪财经","summary":"据外媒报道，提交给弗里蒙特市的文件显示，特斯拉计划在其位于北加州的弗里蒙特工厂扩大Model Y生产线。\n此前，特斯拉将弗里蒙特工厂简易设施中的Model Y生产线变成永久性的设施，根据特斯拉最近的股","content":"<p>据外媒报道，提交给弗里蒙特市的文件显示，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>计划在其位于北加州的弗里蒙特工厂扩大Model Y生产线。</p>\n<p>此前，特斯拉将弗里蒙特工厂简易设施中的Model Y生产线变成永久性的设施，根据特斯拉最近的股东手册，弗里蒙特工厂目前每年生产50万辆Model 3和Model Y。</p>\n<p>由于这两款车是特斯拉最受欢迎的产品，该公司正在努力扩大产能，以跟上不断增长的需求。</p>\n<p></p>","source":"sina_us","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>特斯拉申请扩大弗里蒙特工厂的Model Y生产线</title>\n<style 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href=\"https://finance.sina.com.cn/stock/usstock/c/2021-09-08/doc-iktzscyx3074348.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-09-08/doc-iktzscyx3074348.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165393118","content_text":"据外媒报道，提交给弗里蒙特市的文件显示，特斯拉计划在其位于北加州的弗里蒙特工厂扩大Model Y生产线。\n此前，特斯拉将弗里蒙特工厂简易设施中的Model Y生产线变成永久性的设施，根据特斯拉最近的股东手册，弗里蒙特工厂目前每年生产50万辆Model 3和Model Y。\n由于这两款车是特斯拉最受欢迎的产品，该公司正在努力扩大产能，以跟上不断增长的需求。","news_type":1},"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815505212,"gmtCreate":1630685423836,"gmtModify":1676530377328,"author":{"id":"3479781612547227","authorId":"3479781612547227","name":"笑瞰","avatar":"https://static.tigerbbs.com/75ef14fc2b65dcf11fc94ccd61b52b18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479781612547227","authorIdStr":"3479781612547227"},"themes":[],"htmlText":"777","listText":"777","text":"777","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/815505212","repostId":"1142346756","repostType":2,"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819401392,"gmtCreate":1630081846816,"gmtModify":1676530221101,"author":{"id":"3479781612547227","authorId":"3479781612547227","name":"笑瞰","avatar":"https://static.tigerbbs.com/75ef14fc2b65dcf11fc94ccd61b52b18","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479781612547227","authorIdStr":"3479781612547227"},"themes":[],"htmlText":"Nio nio nio ","listText":"Nio nio nio ","text":"Nio nio nio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819401392","repostId":"2162023818","repostType":2,"repost":{"id":"2162023818","kind":"highlight","pubTimestamp":1630064234,"share":"https://ttm.financial/m/news/2162023818?lang=&edition=fundamental","pubTime":"2021-08-27 19:37","market":"hk","language":"zh","title":"造车新势力“蔚小理”，到底谁能笑到最后？","url":"https://stock-news.laohu8.com/highlight/detail?id=2162023818","media":"满投财经","summary":"中国新能源汽车市场庞大，大家都想来分一杯羹，除了传统车企和造车新势力，阿里、腾讯、百度、小米、华为等众多公司也纷纷加入造车大军，在竞争激烈的市场，谁能笑到最后，还未可知。","content":"<html><body><div><p>本文来自微信公众号“满投财经”（ID:mantoucaijing），作者：满投财经，<a href=\"https://laohu8.com/S/KRKR\">36氪</a>经授权发布。</p>\n<p>8月26日，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>（XPEV.US）发布截至2021年6月30日第二季度财务报告。报告显示，二季度，小鹏汽车的总收入为37.61亿元，较2020年同期的5.9亿元同比大增536.7%，非公会计准则下的净亏损为10.96亿人民币，去年同期亏损为7.70亿元，亏损有所扩大。</p>\n<p>近年来，我国的新能源汽车行业快速发展，大家都想乘上发展的风口，由此催生了一大批新能源造车企业。尽管造车的产业链已经非常透明，但众所周知，造车极其烧钱，就资金问题已经让绝大部分的企业折戟途中。</p>\n<p>当前，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>（NIO.US）、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>（LI.US）、小鹏汽车这三家造车新势俨然成为我<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车行业的冉冉之星，正以三国鼎立之势竞争新能源汽车的份额，竞争激烈的市场，明争暗斗从未停止，谁能笑到最后？小鹏能否如其所言，在中国蓬勃发展的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车行业占据领导地位？</p>\n<h2 label=\"一级标题\">01<span>“蔚小理”谁更强？</span></h2>\n<p>作为造车企业，最终还是要回归汽车交付量。二季度，小鹏的汽车交付量为17398辆，创下季度新高，较2020年同期的3228辆增长439%，较2021年一季度的13340辆增长30.4%。与蔚来、理想的对比来看，蔚来稳居“蔚小理”的老大地位，汽车交付量高于两者，小鹏2020年的交付量垫底，但是增速快，到本季度基本与理想持平，与蔚来差距拉近。</p>\n<p><img src=\"https://img.36krcdn.com/20210827/v2_51be009ed2ed4053a0cc4ce18c2710e6_img_000\"/></p>\n<p>这三家公司谁的盈利能力更强？从毛利率来看，本季度，小鹏汽车的毛利率为11.9%，较去年同期的-2.70%已然回正，但仍不及蔚来跟理想。蔚来随着整车规模扩大，成本摊薄下降，在本季度实现了毛利率的大幅提升，由去年同期的8.42%提升至18.63%；而理想成本管控十分严格，毛利率一直居于行业前列，在2020年三季度的时候毛利率曾达到19.8%，直逼特斯拉。</p>\n<p><img src=\"https://img.36krcdn.com/20210827/v2_e8ec318b080d4be7a400fc31096bacec_img_000\"/></p>\n<p>新能源汽车之所以烧钱，第一是营销，第二研发，且营销支出普遍大幅高于研发。二季度，小鹏汽车的营销、研发支出分别为10.31亿元和8.64亿元，较去年同期均大幅提升。与同行比较来看，小鹏二季度的营销成本低于蔚来，研发成本与蔚来旗鼓相当，但二季度蔚来的收入达到84.5亿元，是小鹏营收的2.2倍，考虑到营收规模，小鹏比蔚来更舍得花钱。而理想，则非常“抠”，在费用支出方面远不及同行“大方”，营销跟研发的支出分配均匀，看来并不舍得在营销上多花钱，省出来的高毛利由此可见。</p>\n<p><img src=\"https://img.36krcdn.com/20210827/v2_fa17b66ec33e46eda551a937dc06bd6c_img_000\"/></p>\n<p classname=\"img-desc\" label=\"图片描述\">（注：理想汽车未发布2021年Q2度财报，上表为Q1数据）</p>\n<p>小鹏这么舍得花钱，现金流量如何？截至2020年年底，蔚来、小鹏、理想的现金及现金等价物分别为385.45亿元、247.61亿元和101.73亿元，三家公司的现金流都还比较充裕，还能再烧一段时间。</p>\n<h2 label=\"一级标题\">02<span>新能源汽车行业的发展，或助力中国实现汽车领域的弯道超车</span></h2>\n<p>中国是全球最大、发展最快的新能源汽车市场，市场份额领跑全球。2021年上半年，中国新能源汽车销量占比为47%，超越欧洲，重回第一；欧洲市场因为补贴退坡，占比回落至39%。</p>\n<p>早在2015年，中国就以年销33万辆的绝对优势登上了全球新能源汽车销量榜的榜首。中国的新能源汽车市场之所以发展得这么快，离不开国家的大力扶持。中国的新能源汽车技术并不像传统的燃油汽车那样，距离欧美车企有着几十年的技术底蕴差距，在新能源汽车领域，大家的技术沉淀都差不多，在国家的大力扶持下，研发精力更加集中，由于市场竞争激烈，思维也愈加活跃，当前行业呈现“一片大好”之势，能源汽车行业的发展或有助于中国实现汽车领域的弯道超车。</p>\n<p><img src=\"https://img.36krcdn.com/20210827/v2_819f6748734443e9ae786b58975e8f76_img_000\"/></p>\n<p classname=\"img-desc\" label=\"图片描述\">（数据来源：Marklines，<a href=\"https://laohu8.com/S/601377\">兴业证券</a>）</p>\n<p>据中国汽车协会的数据，2021年上半年，国内新能源汽车的销量达到119万辆，同比增长224%，新能源乘用车的渗透率也大幅提升至11%，创历史新高。随着渗透率的显著提升，新能源汽车行业的“磁性”就会越来越强，且中国汽车市场庞大，未来仍有非常大的发展空间。</p>\n<p><img src=\"https://img.36krcdn.com/20210827/v2_8f5440ae96dd465e9a763e16498fbc39_img_000\"/></p>\n<p>整体来看，小鹏在本季度交出一份不错的答卷，收入和交付量均实现大幅增长，但较蔚来仍有较大的差距，毛利率也低于理想，要想实现其在财报中所言，在中国蓬勃发展的智能电动汽车行业占据领导地位，仍面临不小的挑战，且这个挑战不光来自蔚来和理想。中国新能源汽车市场庞大，大家都想来分一杯羹，除了传统车企和造车新势力，阿里、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、小米、华为等众多公司也纷纷加入造车大军，在竞争激烈的市场，谁能笑到最后，还未可知。</p></div></body></html>","source":"36kr_stock","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>造车新势力“蔚小理”，到底谁能笑到最后？</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n造车新势力“蔚小理”，到底谁能笑到最后？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-27 19:37 北京时间 <a href=https://36kr.com/p/1372792533254533><strong>满投财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文来自微信公众号“满投财经”（ID:mantoucaijing），作者：满投财经，36氪经授权发布。\n8月26日，小鹏汽车（XPEV.US）发布截至2021年6月30日第二季度财务报告。报告显示，二季度，小鹏汽车的总收入为37.61亿元，较2020年同期的5.9亿元同比大增536.7%，非公会计准则下的净亏损为10.96亿人民币，去年同期亏损为7.70亿元，亏损有所扩大。\n近年来，我国的...</p>\n\n<a href=\"https://36kr.com/p/1372792533254533\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80e4ab3e53452f4e5554d2f59e6f6d9b","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W","NIO":"蔚来"},"source_url":"https://36kr.com/p/1372792533254533","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162023818","content_text":"本文来自微信公众号“满投财经”（ID:mantoucaijing），作者：满投财经，36氪经授权发布。\n8月26日，小鹏汽车（XPEV.US）发布截至2021年6月30日第二季度财务报告。报告显示，二季度，小鹏汽车的总收入为37.61亿元，较2020年同期的5.9亿元同比大增536.7%，非公会计准则下的净亏损为10.96亿人民币，去年同期亏损为7.70亿元，亏损有所扩大。\n近年来，我国的新能源汽车行业快速发展，大家都想乘上发展的风口，由此催生了一大批新能源造车企业。尽管造车的产业链已经非常透明，但众所周知，造车极其烧钱，就资金问题已经让绝大部分的企业折戟途中。\n当前，蔚来（NIO.US）、理想汽车（LI.US）、小鹏汽车这三家造车新势俨然成为我国新能源汽车行业的冉冉之星，正以三国鼎立之势竞争新能源汽车的份额，竞争激烈的市场，明争暗斗从未停止，谁能笑到最后？小鹏能否如其所言，在中国蓬勃发展的智能电动汽车行业占据领导地位？\n01“蔚小理”谁更强？\n作为造车企业，最终还是要回归汽车交付量。二季度，小鹏的汽车交付量为17398辆，创下季度新高，较2020年同期的3228辆增长439%，较2021年一季度的13340辆增长30.4%。与蔚来、理想的对比来看，蔚来稳居“蔚小理”的老大地位，汽车交付量高于两者，小鹏2020年的交付量垫底，但是增速快，到本季度基本与理想持平，与蔚来差距拉近。\n\n这三家公司谁的盈利能力更强？从毛利率来看，本季度，小鹏汽车的毛利率为11.9%，较去年同期的-2.70%已然回正，但仍不及蔚来跟理想。蔚来随着整车规模扩大，成本摊薄下降，在本季度实现了毛利率的大幅提升，由去年同期的8.42%提升至18.63%；而理想成本管控十分严格，毛利率一直居于行业前列，在2020年三季度的时候毛利率曾达到19.8%，直逼特斯拉。\n\n新能源汽车之所以烧钱，第一是营销，第二研发，且营销支出普遍大幅高于研发。二季度，小鹏汽车的营销、研发支出分别为10.31亿元和8.64亿元，较去年同期均大幅提升。与同行比较来看，小鹏二季度的营销成本低于蔚来，研发成本与蔚来旗鼓相当，但二季度蔚来的收入达到84.5亿元，是小鹏营收的2.2倍，考虑到营收规模，小鹏比蔚来更舍得花钱。而理想，则非常“抠”，在费用支出方面远不及同行“大方”，营销跟研发的支出分配均匀，看来并不舍得在营销上多花钱，省出来的高毛利由此可见。\n\n（注：理想汽车未发布2021年Q2度财报，上表为Q1数据）\n小鹏这么舍得花钱，现金流量如何？截至2020年年底，蔚来、小鹏、理想的现金及现金等价物分别为385.45亿元、247.61亿元和101.73亿元，三家公司的现金流都还比较充裕，还能再烧一段时间。\n02新能源汽车行业的发展，或助力中国实现汽车领域的弯道超车\n中国是全球最大、发展最快的新能源汽车市场，市场份额领跑全球。2021年上半年，中国新能源汽车销量占比为47%，超越欧洲，重回第一；欧洲市场因为补贴退坡，占比回落至39%。\n早在2015年，中国就以年销33万辆的绝对优势登上了全球新能源汽车销量榜的榜首。中国的新能源汽车市场之所以发展得这么快，离不开国家的大力扶持。中国的新能源汽车技术并不像传统的燃油汽车那样，距离欧美车企有着几十年的技术底蕴差距，在新能源汽车领域，大家的技术沉淀都差不多，在国家的大力扶持下，研发精力更加集中，由于市场竞争激烈，思维也愈加活跃，当前行业呈现“一片大好”之势，能源汽车行业的发展或有助于中国实现汽车领域的弯道超车。\n\n（数据来源：Marklines，兴业证券）\n据中国汽车协会的数据，2021年上半年，国内新能源汽车的销量达到119万辆，同比增长224%，新能源乘用车的渗透率也大幅提升至11%，创历史新高。随着渗透率的显著提升，新能源汽车行业的“磁性”就会越来越强，且中国汽车市场庞大，未来仍有非常大的发展空间。\n\n整体来看，小鹏在本季度交出一份不错的答卷，收入和交付量均实现大幅增长，但较蔚来仍有较大的差距，毛利率也低于理想，要想实现其在财报中所言，在中国蓬勃发展的智能电动汽车行业占据领导地位，仍面临不小的挑战，且这个挑战不光来自蔚来和理想。中国新能源汽车市场庞大，大家都想来分一杯羹，除了传统车企和造车新势力，阿里、腾讯、百度、小米、华为等众多公司也纷纷加入造车大军，在竞争激烈的市场，谁能笑到最后，还未可知。","news_type":1},"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
