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2022-09-30
$天阶控股(E27.SI)$
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ECec
2021-04-04
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新能源车激战，特斯拉高压下谁能突围？
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href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-04-03/doc-ikmyaawa5488557.shtml><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：新能源车激战，特斯拉高压下谁能突围？美东时间周五，特斯拉公布了第一季度交付情况，超过华尔街预期，达到18.48万辆，反超五菱宏光，成为全球最畅销的品牌，其销量增长主要来自于中国市场。新年伊始，国产版的ModelY便通过大幅降价引发一波抢购潮。特斯拉在中国打起价格战，造车新势力寻求突围。作为国内造车新势力“盟主”，蔚来今日公布ET7首台生产线车身已在合肥制造基地下线，其焊装生产线也投入使用。...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-04-03/doc-ikmyaawa5488557.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/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"161028":"新能源车","399417":"新能源车","TSLA":"特斯拉"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-04-03/doc-ikmyaawa5488557.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2124751134","content_text":"原标题：新能源车激战，特斯拉高压下谁能突围？美东时间周五，特斯拉公布了第一季度交付情况，超过华尔街预期，达到18.48万辆，反超五菱宏光，成为全球最畅销的品牌，其销量增长主要来自于中国市场。新年伊始，国产版的ModelY便通过大幅降价引发一波抢购潮。特斯拉在中国打起价格战，造车新势力寻求突围。作为国内造车新势力“盟主”，蔚来今日公布ET7首台生产线车身已在合肥制造基地下线，其焊装生产线也投入使用。蔚来方面称，ET7的量产计划推进顺利，预计2022年一季度交付，并将在上海车展亮相。蔚来3月销量为7257辆，一季度交付20060辆，也是首次突破2万大关。值得注意的是，早前咨询机构威尔森发布过一份豪华车品牌在华平均成交价排行榜，蔚来平均成交价42.63万元，比特斯拉平均成交价27.23万元高出15.4万元。蔚来和特斯拉产品定位有所不同，蔚来对标的是BBA（宝马、奔驰、奥迪）。相比于ModelY，蔚来内饰更豪华且空间更大，BaaS换电模式也比充电模式更便捷。截至3月29日，蔚来全国换电站已建成196座。根据规划，2021年全国换电站数量为500座。此外，中泰证券研报显示，蔚来ES6 BOM成本为30万元，Model3 BOM成本为12.62万元。蔚来在产品力和服务上发力，小鹏汽车则是在自动驾驶领域和特斯拉竞争。小鹏汽车日前已完成从广州至北京的3000公里NGP自动辅助驾驶测试。小鹏汽车内部员工曾告诉记者，各路段路况、天气复杂程度有差异，且车主驾驶时主观判断也不同，该公司对此次驾驶测试结果整体较满意。小鹏汽车将继续推进XPLIOT的研发进程。NGP的优势在一定程度上拉升了小鹏汽车的销量，小鹏汽车3月交付5102辆，一季度共交付13340辆，这也是历史最好季度交付成绩。当前，小鹏已推出磷酸铁锂版本的P7，售价低于对标车型特斯拉Model3。除了头部玩家，其他新能源品牌也在不断涌现。东风汽车董事长竺延风亲自开启东风岚图首款车FREE预售，该车增程式版本售价31.36万元。此外，据工信部发布的《道路机动车辆生产企业及产品公告》（第342批）显示，爱驰U5长续航版车型在列，预计5月推出。乘联会秘书长崔东树表示，随着小米等科技公司的入局，新能源竞争将进一步加剧。销量也反映出品牌逐渐分化，消费者向主流品牌聚集。目前来看，真正能和特斯拉叫板的，主要还是蔚来、小鹏汽车和理想三家，当然恒大汽车等车企也有机会，希望更多的品牌向上突围。","news_type":1},"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9916358540,"gmtCreate":1664516502180,"gmtModify":1676537470266,"author":{"id":"3559760425280540","authorId":"3559760425280540","name":"ECec","avatar":"https://community-static.tradeup.com/news/f66e3168bf3678970feb7a2e6b7b81e4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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