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小小刀据大树
2023-01-18
Goal goal goal ole ole ole
小小刀据大树
2023-01-16
Goal goal goal ole ole ole
小小刀据大树
2023-01-15
Goal goal goal ole ole ole
小小刀据大树
2023-01-14
Goal goal goal ole ole ole
小小刀据大树
2023-01-12
Goal goal goal ole ole ole
小小刀据大树
2023-01-11
Goalll
小小刀据大树
2023-01-10
Goal
小小刀据大树
2023-01-09
Goal
小小刀据大树
2023-01-08
Goal
小小刀据大树
2023-01-06
Goal
小小刀据大树
2023-01-05
Goal
小小刀据大树
2023-01-04
Goal
小小刀据大树
2023-01-03
Goalllll
小小刀据大树
2023-01-03
Goal
小小刀据大树
2023-01-02
Goal
小小刀据大树
2022-12-31
Goal
小小刀据大树
2022-12-30
Goal
小小刀据大树
2022-12-29
[微笑]
小小刀据大树
2022-12-28
Goal
小小刀据大树
2022-12-27
Goalll
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","listText":"👍🏻 ","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014330834","repostId":"2226350338","repostType":4,"repost":{"id":"2226350338","kind":"highlight","pubTimestamp":1649592096,"share":"https://ttm.financial/m/news/2226350338?lang=en_US&edition=fundamental","pubTime":"2022-04-10 20:01","market":"hk","language":"zh","title":"Production halts and price increases put pressure on Nio in 2022.","url":"https://stock-news.laohu8.com/highlight/detail?id=2226350338","media":"华尔街见闻","summary":"经历过2019的生死劫,2022年的蔚来又遇到了一个大坎。上月还说不涨价的蔚来,终于也扛不住了。在公告停产后立刻又宣布提价。4月10日,蔚来官方app发布《产品价格调整说明》,称受全球原材料价格上涨影","content":"<p><html><head></head><body>Having experienced the life-or-death ordeal of 2019, in 2022<a href=\"https://laohu8.com/S/NIO\">Nio</a>We've encountered another major hurdle.</p><p>Nio, which said it wouldn't raise prices last month, has finally given up. Immediately after announcing the production halt, a price increase was announced.</p><p>On April 10, Nio released a \"Product Price Adjustment Explanation\" on its official app, stating that due to the impact of rising global raw material prices, the prices of its products will be appropriately adjusted starting May 10.</p><p>The starting prices of the ES8, ES6, and EC6 versions have been increased by 10,000 yuan, while the starting prices of the ET7 and ET5 remain unchanged. If you choose the BaaS battery rental service, the rental service fee for long-range battery packs (100kWh) will increase by 200 yuan to 1680 yuan/month; Existing car owners will not be affected by this adjustment; The battery pack can be flexibly upgraded to a long-range battery pack annually, with the price adjusted to 9,800 yuan/year.</p><p>However, Nio' price increase explanation is a preview version, giving users a buffer period. The article mentions that users who pay deposits for ES8, ES6, EC6, ET7, or ET5 reservations on or before May 9 will not be affected by this adjustment in car purchase and battery rental prices.</p><p>\"Nio is not raising prices, at least not yet.\" On March 21, Nio President Qin Lihong had barely finished explaining how Nio' pricing strategy was quickly \"slapped in the face\" during the wave of price increases by automakers in March.</p><p>On March 25, at Nio' 2021 earnings conference, Li Bin also stated that Nio Automobile will not raise prices at this stage because it will share the pressure of rising raw material prices with the industry chain, and at the same time, the economies of scale that have increased sales will also share costs.</p><p>Unexpectedly, the domestic epidemic in April quickly disrupted Nio' production and expansion plans for this year. Li Bin's approach of allocating costs based on economies of scale is about to face a test.</p><p>On April 9, Nio Motor Company publicly stated that due to the impact of the pandemic, its cooperative supply chain had been shut down one after another, and its Nio production line, which was \"out of rice,\" had to suspend vehicle production. Nio Chairman Li Bin explained, \"A car cannot be produced without even one part.\"</p><p>The production halt is a significant loss for NIO. According to Li Bin's previous introduction at the earnings conference, JAC Nio' production line is being upgraded to a capacity of 60 JPH, which is expected to be completed by the middle of the year. This means that for every day of production shutdown, 6-700 vehicles will be lost.</p><p>In March, Nio delivered only 9,985 units, ranking seventh in the industry. It not only lagged behind XPeng and Li Auto, but also ranked behind the second-tier brands Nezha and Leapmotor.</p><p>The supply chain disruption caused by the pandemic may further increase the inertia of declining sales in Nio, which is a dangerous signal for Nio, which is not yet profitable.</p><p>Therefore, Li Bin said that raising prices was an unavoidable choice. \"Raw materials, especially battery raw materials, have risen too much this year, and there is no downward trend in the near future. We originally wanted to hold on, but with the pandemic, we can't hold on any longer, so we have no choice but to raise prices. Please understand.\"</p><p>With the entire electric vehicle industry experiencing price increases, Nio' move has ultimately become mainstream. In the wave of price increases by automakers this year, Li Auto has raised prices by 11,800 yuan, and XPeng has also raised prices by 10,000 to 20,000 yuan, with industry increases ranging from 3,000 to 30,000 yuan. In contrast, for a Nio priced at 400,000 yuan, a price increase of 10,000 yuan is in the middle range.</p><p>Nio told Wall Street Insights that the company took into account multiple factors, including rising raw material costs and user acceptance, and made a moderate price adjustment without fully passing on the costs to users. This means that Nio does not want to fully pass on upstream cost pressures, but intends to absorb some of them on its own.</p><p>Although Nio did not provide a sales plan for 2022, Qin Lihong also stated that this year's delivery volume will be determined by the supply chain, with deliveries determined by the amount produced. However, the production halts caused by the pandemic and the unavoidable price increases still increased the pressure on Nio in 2022.</p><p>Beyond sales volume is gross profit. In fact, Nio has been striking a difficult balance between scale and gross profit.</p><p>Financial reports show that the gross profit margin of Nio vehicles for the whole of 2021 was 20.1%. Li Bin proposed in the conference call to maintain an \"18-20% gross profit margin\" this year. However, both sales volume and costs are challenging Nio' goal.</p><p>Futu Securities points out that rising lithium prices this year will lead to a significant increase in Nio costs and a sharp decline in profitability.</p><p><a href=\"https://laohu8.com/S/601688\">Huatai Securities</a>It was also stated that rising battery and raw material prices would impact NIO's profit margins. Nio previously did not want to raise prices, hoping to stimulate scale and spread costs to offset the pressure from rising raw material and battery prices and maintain a high gross profit margin.</p><p>It now appears that the feasibility of this strategy has also been tested. Is it about sales volume or a high gross profit margin? This will be a choice for Nio throughout the year.</p><p></body></html></p>","source":"wallstreetcn_api","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>Production halts and price increases put pressure on Nio in 2022.</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\">\nProduction halts and price increases put pressure on Nio in 2022.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-04-10 20:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Having experienced the life-or-death ordeal of 2019, in 2022<a href=\"https://laohu8.com/S/NIO\">Nio</a>We've encountered another major hurdle.</p><p>Nio, which said it wouldn't raise prices last month, has finally given up. Immediately after announcing the production halt, a price increase was announced.</p><p>On April 10, Nio released a \"Product Price Adjustment Explanation\" on its official app, stating that due to the impact of rising global raw material prices, the prices of its products will be appropriately adjusted starting May 10.</p><p>The starting prices of the ES8, ES6, and EC6 versions have been increased by 10,000 yuan, while the starting prices of the ET7 and ET5 remain unchanged. If you choose the BaaS battery rental service, the rental service fee for long-range battery packs (100kWh) will increase by 200 yuan to 1680 yuan/month; Existing car owners will not be affected by this adjustment; The battery pack can be flexibly upgraded to a long-range battery pack annually, with the price adjusted to 9,800 yuan/year.</p><p>However, Nio' price increase explanation is a preview version, giving users a buffer period. The article mentions that users who pay deposits for ES8, ES6, EC6, ET7, or ET5 reservations on or before May 9 will not be affected by this adjustment in car purchase and battery rental prices.</p><p>\"Nio is not raising prices, at least not yet.\" On March 21, Nio President Qin Lihong had barely finished explaining how Nio' pricing strategy was quickly \"slapped in the face\" during the wave of price increases by automakers in March.</p><p>On March 25, at Nio' 2021 earnings conference, Li Bin also stated that Nio Automobile will not raise prices at this stage because it will share the pressure of rising raw material prices with the industry chain, and at the same time, the economies of scale that have increased sales will also share costs.</p><p>Unexpectedly, the domestic epidemic in April quickly disrupted Nio' production and expansion plans for this year. Li Bin's approach of allocating costs based on economies of scale is about to face a test.</p><p>On April 9, Nio Motor Company publicly stated that due to the impact of the pandemic, its cooperative supply chain had been shut down one after another, and its Nio production line, which was \"out of rice,\" had to suspend vehicle production. Nio Chairman Li Bin explained, \"A car cannot be produced without even one part.\"</p><p>The production halt is a significant loss for NIO. According to Li Bin's previous introduction at the earnings conference, JAC Nio' production line is being upgraded to a capacity of 60 JPH, which is expected to be completed by the middle of the year. This means that for every day of production shutdown, 6-700 vehicles will be lost.</p><p>In March, Nio delivered only 9,985 units, ranking seventh in the industry. It not only lagged behind XPeng and Li Auto, but also ranked behind the second-tier brands Nezha and Leapmotor.</p><p>The supply chain disruption caused by the pandemic may further increase the inertia of declining sales in Nio, which is a dangerous signal for Nio, which is not yet profitable.</p><p>Therefore, Li Bin said that raising prices was an unavoidable choice. \"Raw materials, especially battery raw materials, have risen too much this year, and there is no downward trend in the near future. We originally wanted to hold on, but with the pandemic, we can't hold on any longer, so we have no choice but to raise prices. Please understand.\"</p><p>With the entire electric vehicle industry experiencing price increases, Nio' move has ultimately become mainstream. In the wave of price increases by automakers this year, Li Auto has raised prices by 11,800 yuan, and XPeng has also raised prices by 10,000 to 20,000 yuan, with industry increases ranging from 3,000 to 30,000 yuan. In contrast, for a Nio priced at 400,000 yuan, a price increase of 10,000 yuan is in the middle range.</p><p>Nio told Wall Street Insights that the company took into account multiple factors, including rising raw material costs and user acceptance, and made a moderate price adjustment without fully passing on the costs to users. This means that Nio does not want to fully pass on upstream cost pressures, but intends to absorb some of them on its own.</p><p>Although Nio did not provide a sales plan for 2022, Qin Lihong also stated that this year's delivery volume will be determined by the supply chain, with deliveries determined by the amount produced. However, the production halts caused by the pandemic and the unavoidable price increases still increased the pressure on Nio in 2022.</p><p>Beyond sales volume is gross profit. In fact, Nio has been striking a difficult balance between scale and gross profit.</p><p>Financial reports show that the gross profit margin of Nio vehicles for the whole of 2021 was 20.1%. Li Bin proposed in the conference call to maintain an \"18-20% gross profit margin\" this year. However, both sales volume and costs are challenging Nio' goal.</p><p>Futu Securities points out that rising lithium prices this year will lead to a significant increase in Nio costs and a sharp decline in profitability.</p><p><a href=\"https://laohu8.com/S/601688\">Huatai Securities</a>It was also stated that rising battery and raw material prices would impact NIO's profit margins. Nio previously did not want to raise prices, hoping to stimulate scale and spread costs to offset the pressure from rising raw material and battery prices and maintain a high gross profit margin.</p><p>It now appears that the feasibility of this strategy has also been tested. Is it about sales volume or a high gross profit margin? This will be a choice for Nio throughout the year.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3656483\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f03865325df9ba8b5d2e1c87d664e22","relate_stocks":{"BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","NIO":"蔚来","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4555":"新能源车","BK1588":"回港中概股","09866":"蔚来-SW","BK1119":"汽车制造商","BK4574":"无人驾驶","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4509":"腾讯概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4526":"热门中概股","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓"},"source_url":"https://wallstreetcn.com/articles/3656483","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226350338","content_text":"经历过2019的生死劫,2022年的蔚来又遇到了一个大坎。上月还说不涨价的蔚来,终于也扛不住了。在公告停产后立刻又宣布提价。4月10日,蔚来官方app发布《产品价格调整说明》,称受全球原材料价格上涨影响,自5月10日起将对旗下产品价格进行适当调整。ES8、ES6及EC6各版本车型起售价上调1万元,ET7、ET5起售价不变;选择BaaS电池租用服务,长续航电池包(100kWh)租用服务费上涨200元调整为1680元/月;已购车用户不受此次调整影响;电池包按年灵活升级至长续航电池包,价格调整为9800元/年。不过蔚来的涨价说明属于预告版,给了用户一个缓冲期。文中提到,5月9日及之前支付ES8、ES6、EC6、ET7定金或ET5预订金的用户,购车及电池租用价格不受此次调整影响。“蔚来不涨价,至少目前还没这个打算。”3月21日,蔚来总裁秦力洪才阐述完对3月车企涨价潮中,蔚来的价格策略就光速“打脸”了。3月25日,在蔚来2021年业绩会上,李斌也表示蔚来汽车现阶段不涨价,因为会和产业链一起分担原料上涨的压力,同时销量上来了规模效应也会分摊成本。没曾想4月国内的疫情,很快打乱了蔚来今年的生产、扩产计划。李斌口中靠规模效应分摊成本的做法,立刻就要面临考验了。就在4月9日,蔚来汽车公开表示因疫情冲击,导致合作的供应链陆续停产,“无米下锅”的蔚来产线也只好暂停整车生产。蔚来董事长李斌解释,“一辆车差一个零件都没法生产。”停产对蔚来而言损失并不小,根据李斌此前在业绩会上的介绍,江淮蔚来的产线正在向60JPH的产能升级,预计年中完成。这意味着每停产一天,就会产生6-700辆的产能损失。而3月,蔚来9985台的交付量仅屈居行业第七,不仅落后于小鹏、理想,甚至已经排在第二梯队哪吒、零跑的身后。疫情下供应链“断粮”或将进一步增加蔚来销量下滑的惯性,这对尚未盈利的蔚来是比较危险的信号。所以李斌说,涨价是不得已的选择。“原材料特别是电池原材料今年涨得太多,近期也看不到下降趋势,本来想扛一扛,疫情这么一搞更扛不住了,涨价也是迫不得己,还请大家理解。”在整个电动车行业都在涨价的大环境下,蔚来此举终归大流。今年以来的车企涨价潮中,理想已上调了1.18万、小鹏也有1-2万不等的上调,业界的涨幅分布在3千-3万元。相比之下,对于40万级别的蔚来而言,提价1万居于中等区间。蔚来方面对华尔街见闻表示, 此次公司综合考虑了原材料成本上涨压力和用户接受度等多重因素,对价格进行温和调整,不会把成本完全分摊到用户身上。这意味着,蔚来并不想将上游成本压力完全传导,而是打算自行消化一部分。虽然蔚来没有给出2022年的销售计划,秦力洪也表示今年的交付量供应链说了算,产多少交多少。但遭遇疫情停产以及不得已的涨价,还是让蔚来的2022年压力倍增。销量之外是毛利。事实上,蔚来一直在规模和毛利之间做着艰难的平衡。财报显示,2021全年蔚来整车毛利率为20.1%,李斌在电话会上提出今年要维持“18-20%毛利率”,而今无论是销量还是成本,都让蔚来这个目标受到挑战。富途证券指出,今年锂价上涨会导致蔚来成本大幅提升,盈利能力大幅下降。华泰证券也表示,电池及原材料上涨会对蔚来利润率造成冲击。蔚来此前不想涨价,是希望刺激规模分摊成本,以抵消原材料和电池上涨带来的压力,维持较高的毛利率。现在看来,这个策略的可行性也受到了考验。是要销量,还是要高毛利率?这会是蔚来贯穿全年的选择题。","news_type":1,"symbols_score_info":{"NIO":1,"EVS.SI":0.6,"09866":1}},"isVote":1,"tweetType":1,"viewCount":1092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008910874,"gmtCreate":1641346722405,"gmtModify":1676533603042,"author":{"id":"3570397749118489","authorId":"3570397749118489","name":"小小刀据大树","avatar":"https://static.tigerbbs.com/e3d210e0b0e45afa91d7d3df150ed26d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570397749118489","authorIdStr":"3570397749118489"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008910874","repostId":"1113139556","repostType":4,"isVote":1,"tweetType":1,"viewCount":1751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938599324,"gmtCreate":1662626737868,"gmtModify":1676537104310,"author":{"id":"3570397749118489","authorId":"3570397749118489","name":"小小刀据大树","avatar":"https://static.tigerbbs.com/e3d210e0b0e45afa91d7d3df150ed26d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570397749118489","authorIdStr":"3570397749118489"},"themes":[],"title":"","htmlText":"<a 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